Tag Archives: Equity

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Women and Wealth: How DEI Leads to Profitability with Leslie Davis



In addition to being the “right thing to do,” diversity, equity, and inclusion can actually help your organization become more profitable.

In this episode, David Vallieres and Jordann Andrusiak are joined by Leslie Davis, the CEO of National Association of Minority & Women Owned Law Firms (NAMWOLF). They discuss how Synergy Capital Solutions and NAMWOLF aim to achieve their common goal of helping women and other minorities thrive in the legal profession and beyond.

Leslie discusses:

  • How you can tap into NAMWOLF’s country-wide network of first rate law firms
  • NAMWOLF’s comprehensive vetting process for its member law firms
  • How DEI drives efficiencies and leads to more creative solutions
  • And more!

Connect with David Vallieres:

Connect with Jordann Andrusiak:

About Our Guest:

Leslie Davis, the CEO of the National Association of Minority & Women Owned Law Firms (NAMWOLF), is reputed as a business strategist with deep legal knowledge and ability to align business, operations, and strategies to meet key objectives while supporting growth. She delivers significant financial impact to organizations by identifying opportunities to drive business forward. Leslie is a respected leader and trusted advisor with a strong business mindset and legal background providing a foundation for driving business objectives in competitive environments. The leadership she brings results in meeting goals while enjoying collaborative team dynamics and enhanced organizational engagement and culture.


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Economic Trends and Market Updates for 2021 – Q4 and Beyond With Eric Nahat



If you are curious about the latest economic trends and future market expectations (both for equities and fixed income), then this episode is for you!

In this episode, David Vallieres and Eric Nahat provide key performance statistics for the markets in the first 3 quarters of 2021, and share insights into what investors should expect in 2021-Q4 and beyond.

David and Eric discuss:

  • How the Delta Variant and supply chain pressures are affecting the global economy
  • The potential impact of Federal Reserve’s “tapering” on inflation
  • Why international investors should be careful of China’s highly leveraged housing sector
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.

 


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Economic Trends, Market Updates, and Future Outlook With Eric Nahat



With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?

In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.

David and Eric discuss:

  • Industry sectors that have experienced the maximum rebound in consumer spending
  • Why we are seeing a shift towards value-oriented companies
  • The impact of anticipated inflation and interest rate changes on fixed income markets
  • The importance of long-term planning instead of “timing the markets”
  • And more!

Connect With David Vallieres:

Connect With Eric Nahat:

About Our Guest:

Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.