Mark Makepeace, CEO of Wilshire Indexes, and Jeff Jacobs, Head of Mergers & Acquisitions at Solomon Partners discuss how new technologies, data sources and collaborations are driving changes in the global index industry. The conversation explores the growth of passive funds, the dynamics impacting ESG investing and the enormous potential for evolving technologies like AI to fundamentally reshape the investment industry.

In our latest episode, Dr. Rushika Fernandopulle, co-founder & CEO of Iora Health, and Ryan Stewart discuss the transformation of the healthcare delivery model. As a result of payment reform and a world where face-to-face medical encounters have not been possible, Healthcare is rapidly shifting towards an omnichannel communications environment, where patients are engaging where they want to be met - virtually - over voice, video and text modalities as well as in-office, as appropriate.With an increasing shift towards value-based risk models, primarily in Medicare, Dr. Fernandopulle talks about the transformation of his business through collaboration with the nation’s leading Medicare Advantage plans and, most recently, through direct contracting with the federal government’s Center for Medicare and Medicaid (CMS) which launched its Global and Professional Direct Contracting model on April 1st.  

In this episode, fmr. Congressman Patrick J. Kennedy and Garen Staglin join PJ SOLOMON's Ryan Stewart to discuss the need for comprehensive mental healthcare and other advancements. 

In this episode, Cathy Leonhardt, Co-Head of Global Consumer Retail, and Senior Advisor Steve Sadove discuss their outlook for retailers for the 2020 holiday shopping season and beyond.Despite the rocky start to the year and the dismal outlook brought on by COVID-19, many retailers are experiencing a better than expected holiday shopping season and the outlook for 2021 is supported by the strength of the consumer and pent up demand.Steve Sadove brings a unique perspective to the conversation given his extensive experience as a retail executive and investor.  Chairman and CEO of Saks, Inc. from 2007 to 2013, he is a founding partner at JW Levin, a management and investment firm focused on consumer and retail companies.  In addition, he is former Chair of the National Retail Federation, serves on the Boards of Colgate-Palmolive, Aramark, Movado and Park Hotels and Resorts, and is an advisor to Mastercard.

With the world waiting in anticipation for a vaccine to COVID-19, the role of specialty pharmacies has never been more essential. As the largest provider of specialty pharmacy in the United States, how does CVS Health think about providing the highest level of quality and service at the lowest cost possible to ensure optimum healthcare outcomes? To find out, Head of Pharmacy Investment Banking Syed Husain hosts the latest episode of PJ SOLOMON Presents. He is joined by his good friend and former colleague Prem Shah, Executive Vice President of CVS Specialty and PBM Product Innovation at CVS Health.  

PJ SOLOMON's Head of Financing Advisory Joe Stein speaks with David Shiffman and Jeff Derman of the firm's Consumer Retail Group about the keys to financing retailers amidst challenges facing the sector including a global pandemic.

PJ SOLOMON Chairman Peter J. Solomon and Managing Director James McGinnis discuss the factors that are leading the transition to clean energy in the US rapidly and forcefully ahead. 

PJ SOLOMON Managing Director Irina Adler and Conor Begley, co-founder of Tribe Dynamics, discuss how beauty and personal care brands are reshaping their strategies in response to a rapidly evolving marketplace. 

PJ SOLOMON's Head of M&A Execution and Cross-Border, Jeff Jacobs, speaks with Peter Adams of Vermilion Partners, the Chinese affiliate firm in the Natixis M&A network. They discuss the outlook for US-China cross-border M&A.