Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
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Inhalt bereitgestellt von ICR. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von ICR oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & CEO of ICR, Tom Ryan, interviews key business and financial players who influence the fate of public or aspiring public companies in the capital markets. As a former Wall Street Journal ranked sell-side equity analyst and the founder of one of the largest strategic communications firms in the world, Tom understands what it takes to navigate this complex environment. This is a forum for CEOs, CFOs, institutional investors, sell-side analysts, financial journalists, private equity professionals and other financial community participants to share their stories and give advice in an open and candid conversation. For more information, visit http://www.icrinc.com
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Inhalt bereitgestellt von ICR. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von ICR oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In the increasingly crowded and competitive corporate and financial ecosystem, it’s harder than ever for companies to break through the clutter and be heard. The media, investors, agenda-driven influencers, even customers and competitors, are defining your business story on their terms. Therefore, it is imperative that companies take control and proactively drive the conversation with stakeholders in an effort to build & maintain equity value. In Welcome to the Arena from ICR, Co-Founder & CEO of ICR, Tom Ryan, interviews key business and financial players who influence the fate of public or aspiring public companies in the capital markets. As a former Wall Street Journal ranked sell-side equity analyst and the founder of one of the largest strategic communications firms in the world, Tom understands what it takes to navigate this complex environment. This is a forum for CEOs, CFOs, institutional investors, sell-side analysts, financial journalists, private equity professionals and other financial community participants to share their stories and give advice in an open and candid conversation. For more information, visit http://www.icrinc.com
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Dash Miller, Attitude of Gratitude – From Grief to Giving Back: How one teen is using LinkedIn to honor his brother's legacy 15:43
Dash Miller may not be a CEO, but like many of the people we feature on this show, he is a true leader, he has a vision, and he's executing on his plan. Sometimes life forces you to grow up quickly, and that's exactly what happened to Dash. He lost his 16-year-old brother Callum after a five year battle with cancer. And out of that tragedy, dash started a unique corporate outreach campaign on LinkedIn making inspiring and grateful videos about companies that touched his family's life while Callum was in treatment. Dash joins us to discuss the inspirations behind the campaign and the incredible responses he's received from both individuals and companies. Highlights: Callum's Story (2:16) Dash' work at UCSF (2:58) Dash' work with LLS (4:08) Why LinkedIn? (5:23) Biggest Challenges (7:33) Nestlé (9:55) Hasbro (10:50) What's next? (12:19) Links: Dash Miller LinkedIn Fundraiser Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Stuart Haselden, CEO, Arc'teryx – Built to Last: How authenticity strengthened Arc'teryx’s brand and customer loyalty (re-broadcast) 26:26
Summary: Back in February, we were joined on the show by Stuart Haselden, CEO of outdoor apparel company, Arc'Teryx. Hearing about his retail philosophy and personal story was absolutely fascinating, so we decided to revisit the episode for listeners who may have missed it the first time around. You’ve heard it before: "The customer is always right." For many businesses, that’s sound advice. But for premium brands, the road to success often takes a different route. Rather than reacting to every shift in demand, it’s about staying rooted in a philosophy: delivering quality, staying authentic, and fostering relationships that stand the test of time. Today’s guest has fully embraced this approach, leveraging his brand’s strengths to set a new standard of excellence in the technical apparel market. Stuart Haselden has been the CEO of Arc'teryx since 2021 and brings over 20 years of global experience in retail and premium brands to the company, having worked in North America, Europe, Asia, and Australia for brands such as Away Travel, Lululemon, J.Crew, and Saks Fifth Avenue. His career began in the United States Army where he served as a Cavalry Officer—a defining experience for him that has shaped his views on leadership. It was also the beginning of a lifelong love of mountain and alpine sports, as Stuart learned to ski in the Austrian Alps while stationed in Germany. In this episode, Stuart shares how Arc'teryx has expanded its direct-to-consumer model while preserving the brand’s authenticity. He explains how a relentless focus on performance and innovation has fueled the company’s growth and set it apart in the competitive technical apparel space. Stuart also talks about the leadership strategies that have guided Arc'teryx’s evolution—and how they’re shaping its future. Highlights: Background on Arc'teryx and the road to becoming a premium brand (2:43) Stuart's history in retail and how he was introduced to the opportunity at Arc'teryx (4:19) Stuart discusses Arc'teryx's position in the Amer Sports portfolio (7:18) Competition in the technical apparel field and what differentiates Arc'teryx (8:35) Stuart describes how Arc'teryx maintains its authenticity while it grows (10:17) How Arc'teryx evolved from a retail model to a direct-to-consumer approach (13:07) Current scale of the business (15:15) Stuart discusses future expansion opportunities (16:55) The senior team at Arc'teryx (18:43) Stuart's management style and the leadership techniques he learned from Mickey Drexler (20:37) Stuart's predictions for retail in 2025 (20:54) Arc'teryx's unique sustainability efforts (21:54) How Arc'teryx adapts its retail spaces when entering new communities (23:21) Links: Stuart Haselden on LinkedIn Arc'teryx on LinkedIn Arc'teryx Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Andy Rothman, Founder and CEO, Sinology – Ignorance is Not Bliss: Why American firms can't just ignore China 25:14
Given the new administration's tariff policy and the global unease we've seen in recent months, we felt it was a good time to pick the brain of someone who's spent decades studying China's economy and its evolving relationship with the United States. Andy Rothman is the founder and CEO of Sinology, a consulting firm that provides advice to institutional investors and companies on the opportunities and risks presented by China's economy and on the impact of changes in US China relations. Previously, Andy spent 11 years working as China strategist for Matthews Asia, one of the largest active US based investors in China's equity markets. That comes after a 17-year China-focused career as US foreign service officer that included serving as the Taiwan desk officer at the State Department in the mid-nineties, and serving as head of the Macroeconomics and Domestic Policy Office at the American Embassy in Beijing. Andy shares his thoughts on the current trade dispute and the economic situation within China, and discusses what he's heard from Chinese business people and political officials during recent visits to the country. Highlights: Andy's history with China (1:57) The situation within China (4:08) Exports vs. domestic demand (7:09) Where negotiations go from here (8:41) Supply chain impacts (11:29) The tech race (13:33) Taiwan (14:48) Consumer sentiment in China (16:40) China's demographic challenges (20:07) China's capital markets (21:19) Planning for the future (22:45) Links: Andy Rothman LinkedIn Sinology Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Chris Constant, CEO, Getty Realty – No Vacancy: Building a real estate empire, one convenience store at a time 27:06
When you stop to fill up your car with gas, you might also pop into the store to grab a quick bite, or a gatorade, or that carton of milk you forgot to get at the supermarket. One company has managed to leverage that common retail experience into a real-estate empire. Chris Constant is the president and Chief Executive Officer of Getty Realty Corp, which trades under the symbol GTY on the New York Stock Exchange. Chris joined the company in November of 2010 as Director of Planning and Corporate Development, and was later promoted to treasurer in May of 2012, Vice President in May of 2013, CFO also in 2013 and CEO in 2016. Today, Chris walks us through the surprising origins of Getty Realty, discusses developments in the convenience store and automotive sectors, and explains why Getty has found such incredible success working with those industries. Highlights: Getty Realty origins (4:50) What's a 'Net Lease REIT?' (7:07) Why C-stores and Auto-service? (8:00) How convenience stores have changed (9:48) Getty's advantage in the market (11:25) Sourcing new assets (12:48) Occupancy and rent (15:07) Potential for growth in other sectors (16:40) Uncertain macro environment (18:13) Impact of EVs (20:25) Dividends (21:49) What people miss about Getty (23:32) Links: Chris Constant LinkedIn Getty Realty LinkedIn Getty Realty Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Adam Goldenberg, Co-founder and CEO, Fabletics – Form Fitting: How to curate individualized retail experiences 26:11
When you're shopping for clothes, there's a checklist of things you look for: you want them to look and feel good, you want them to last a long time, you might want them ethically and sustainably sourced, and probably most importantly, you don't want them to break the bank. In 2011 one active wear company emerged that ticked pretty much all those boxes. Adam Goldenberg is the CEO and co-founder of Fabletics. Adam is a seasoned entrepreneur and leader in the e-commerce industry with a proven track record of building multiple-billion dollar brands. In fact, alongside co-founder Don Ressler, Adam has generated over $10 billion dollars in sales through his company, TechStyle Fashion Group, which in addition to Fabletics, has launched other digitally-native fashion brands like Savage X Fenty, Just Fab, Fab Kids, Shoedazzle and Yitti. Adam launched his first company at 16, at 19 he became the youngest ever COO of a public company. He joins us to share his thoughts on e-commerce, customer retention, sustainability, and opportunities to grow the Fabletics brand. Highlights: Fabletics origins (2:50) Fabletics' customer base (4:48) Tech and personalization (5:55) Celebrity partnerships (7:32) Membership model (8:37) E-commerce vs. Brick and mortar retail (11:23) Amazon (13:54) Plans for growth (15:27) Sustainability (19:09) Lesson's learned (20:58) What's next for Fabletics (23:19) Links: Adam Goldenberg LinkedIn Fabletics LinkedIn Fabletics Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Jereme Kent, Founder and CEO of One Power Company — High Voltage: Bringing America's electrical grid into the 21st century 28:18
The world has changed a lot in the last century, but it might surprise you to learn that the US power grid has remained pretty much the same. In this country, energy is by and large controlled by regional utilities with de-facto monopolies, and no real incentive to innovate. That inertia impacts the entire economy, as industrial projects are starved of the power they need to get off the ground. Jereme Kent is the founder and CEO of One Power Company. Under his leadership, One Power is trailblazing the creation of the customer-centric power grid of the future. Before founding One Power in 2009, Jereme led the construction of some of the world's premier wind projects. As a field engineer, erection superintendent and site manager, he has overseen more than a billion dollars in wind turbine construction. Jereme joins us to discuss how and why current US power infrastructure is falling short, and how the One Power model could both energize and decarbonize America's efforts to re-industrialize. Highlights: The state of the grid (3:09) Why we need fixes now (7:04) One Powers services (9:03) Vertical Integration (11:30) Digital Substations (13:54) Fundamental Industries (15:20) Sustainability (16:55) Net Zero (19:45) 10 year outlook (21:02) Culture of innovation (23:36) One Power's priorities (25:30) Links: Jereme Kent LinkedIn One Power LinkedIn One Power Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Summary: We may not talk about them the same way we talk about basketball or baseball players, but make no mistake, dancers are elite athletes. Their training is intense, and the competition is fierce. And with Breakdancing at the Olympics, dance content flooding TikTok, and dance competition shows all over TV, there's never been more interest in the art-form. So how do you take that global phenomenon, and harness it into a global business? Dan Galpern is the CEO of DanceOne. In 2023, the company was formed out of the merger between Break The Floor Productions and Star Dance Alliance, and it has become the premier producer of educational and competitive dance events, as well as the largest family of dance brands in the world. Dan joins us to discuss DanceOne's plans for future expansion and growth, and how their global community is raising up the next generation of world-class dancers. Highlights: The origins of DanceOne (3:48) Path from investor to CEO (5:41) DanceOne infrastructure (6:46) Building the DanceOne experience (8:11) The global appeal of dance (9:20) DanceOne event offerings (10:30) Growth opportunities (11:43) The power of dance (15:29) The DanceOne community (17:52) Goals for the future (20:00) Links: Dan Galpern LinkedIn DanceOne LinkedIn DanceOne Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Felix Lin, CEO, HF Foods Group – Signature Dish: Growth opportunities in the booming Asian food sector 24:24
The increasing popularity of Asian food presents many exciting business opportunities, but also some challenges. Many of these specialty restaurants are family-owned, and lack the corporate structure you'll find at larger chains. And a lot of them are located in rural places that make centralized distribution difficult. Servicing these types of businesses requires a personal touch, and a lot of relationship building to understand their individual needs. That makes the barrier to entry pretty high, and creates a pretty large moat around the companies already established in the sector. That includes HF Foods Group, led by CEO Felix Lin. HF trades on NASDAQ under the symbol HFFG and they are a leading distributor of international and specialty foods service solutions to restaurants, wholesalers and other customers in the food supply chain in the United States. Before taking on the role of CEO, Felix served as President and Chief Operating Officer of HF Foods Group and has been a key part of developing, implementing, and executing on the company's comprehensive transformation plan. Felix joins us to discuss how HF Foods Group made such strong inroads in the Asian food market, and how they plan to leverage their position in the marketplace, and smart capital allocation, to create opportunities for future growth. Highlights: The history of HF Foods (3:17) The popularity of Asian foods (4:53) Customer loyalty (5:57) Product offerings (8:02) Navigating market disruptions (10:23) Distribution networks (12:32) M & A Strategy (14:00) Outlook for the international food space (17:34) Strategic plan for HF Foods (20:04) Links: Felix Lin LinkedIn HF Foods Group LinkedIn HF Foods Group Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Innovating in the field of Med Tech presents a host of unique challenges. Formulating new treatments is a long and capital-intensive process. The regulatory regime for medical devices is extremely stringent. And even if you get approval, you still need to convince doctors that your treatment is safe and effective. But success in Med Tech R & D doesn't just mean profits for the company and it's shareholders, it means new treatments that can dramatically improve or even save the lives of patients. Jim Clemmer became the CEO of AngioDynamics in April of 2016, the company trades on the NASDAQ under the symbol ANGO. Prior to joining the company, Jim served as President of the multi-billion dollar medical supply segment at Covidien PLC where he directed the strategic and day-to-day operations for global business divisions that collectively manufactured 23 different product categories. In addition, he managed global manufacturing, research and development, operations, business development, and all other functions associated with the medical supplies business. Jim joins us to discuss AngioDynamics' innovative products that are helping treat a range of conditions from pulmonary embolism to prostate cancer. He also explains how their continued commitment to innovation has set AngioDynamics up for future success. Highlights: The AngioDynamics Mission (4:03) Managing the AngioDynamics Portfolio (5:04) What sets AngioDynamics apart in the field (6:20) Meeting real-world clinical needs (7:24) AngioDynamics products (8:53) AngioDynamics approach to R&D (12:45) The impact on patients (15:36) Navigating regulation in different markets (20:06) The role of AI (21:35) AngioDynamics' balance sheet (23:01) Links: AngioDynamics LinkedIn AngioDynamics Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Sender Shamiss, Co-founder and CEO, ReturnPro – All Sales Are Final: Why returns cost retailers billions, and how one company aims to change that 25:24
When we experience buyers remorse about an item, what do we do? We return it. Either in store, or through the mail. But what happens to those products after we send them back? Surely they're repackaged and restocked, right? In a lot of cases, no. Many vendors aren't equipped to process those returns, and they can end up being sold in bulk at a loss, or worse, dumped in a landfill. Sender Shamiss has made it his mission to prevent that from happening. He's the co-founder and CEO of ReturnPro, a global reverse logistics platform that works with the world's largest retailers and vendors to solve the significant problem of merchandise returns. Today, we discuss the complexity of restocking returned items, the prevalence of fraud in merchandise returns, and how ReturnPro leverages innovative tech solutions to lessen that nearly 900-billion-dollar burden on the retail industry. Highlights: What happens to returned items? (3:14) Why have retailers ignored the issue? (7:18) ReturnPro's services (8:56) Working with big and small retailers (10:57) Recovering value from returns (13:27) The role of tech (16:22) Returns ending up in landfills (19:02) The impact of tariffs (22:08) Links: Sender's LinkedIn ReturnPro LinkedIn ReturnPro Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Doug Perlman, Founder and CEO, Sports Media Advisors – Cutting The Cord: Negotiating sports media rights in a post-cable world 28:52
Major sporting events used to be clustered among a handful of TV channels. Now following your favourite team might require subscriptions to a whole litany of cable and streaming services. Which is to say nothing of all the licensed content you'll find spread out across social media platforms. In such a complex media ecosystem, how do organizations even begin to think about licensing their media assets? And how do they calculate their worth? Doug Perlman is the founder and CEO of Sports Media Advisors. SMA advises sports properties on their media strategies and rights negotiations. Doug has negotiated tens of billions of dollars in rights fees for some of the largest sports properties in the world, including the NFL, NASCAR, US Soccer, and the Ryder Cup, among others. Doug joins us today to discuss recent trends like the rise of streaming, the popularization of sports betting, and the emergence of AI, and all the unique challenges and opportunities they present for different leagues and organizations. Highlights: Doug's early career (3:00) Working for the NHL (4:40) Founding SMA (7:53) SMA's services (9:31) Negotiating rights deals (13:55) Cord-cutting (17:16) Impact of sports betting (18:35) Women's sports (19:37) AI in sports (20:58) Advice for young people trying to work in sports (26:12) Links: Doug Perlman LinkedIn SMA LinkedIn SMA Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Mike Aiello, CEO and Managing Partner, Centri Business Consulting – You Can't Unring That Bell: How one firm helps companies get IPO-ready 28:32
Putting together an IPO is no easy feat. Just getting your finances in order can be a herculean effort. Add in the laundry list of compliance requirements, and it simply becomes too much for most firms to handle on their own. That's especially true for young companies in emerging industries like biotech or AI, where corporate governance may have taken a backseat to product development. Enter, Mike Aiello. He's the CEO and managing partner at Centri Business Consulting, one of the country's fastest growing accounting and advisory firms. Mike founded Centri in 2011 with a focus on capital markets, transactions and emerging growth organizations. It has since grown from its Philadelphia, mid-Atlantic roots to eight offices nationwide, with around 250 staff providing support to more than a thousand companies. Mike walks us through the massive undertaking that is IPO preparation, and how Centri guides their clients through that process. He also shares his thoughts on the current state of IPOs and SPACs, and explains why he feels optimistic for the future of capital markets. Highlights: Mike's path to founding Centri (3:14) Centri's menu of services (6:26) The state of the IPO market (8:34) SPACs (12:09) Getting ready for an IPO (13:56) Working with AI companies (15:39) Recruiting talent from 'The Big 4' (18:05) Importance of corporate culture (19:22) Priorities for growth (21:57) Upcoming 'Capital Markets Conference' (25:28) Links: Centri LinkedIn Centri Twitter Centri Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Michael Halen, Senior Restaurant Analyst, Bloomberg Intelligence – I'll Take It To Go: How the restaurant industry is reshaping itself in an uncertain world 28:49
Summary: It's early in the 2025 reporting season, but new trends in the restaurant and foodservice space are already emerging. 2024 was a difficult year and the industry is still adjusting—navigating the same pressures of inflation, labor costs, and economic shifts, plus some new challenges. Consumer habits continue to evolve, and technology is playing a bigger role than ever. Today we're joined by Michael Halen, the Senior Restaurant and Foodservice Analyst for Bloomberg Intelligence. At Bloomberg, Michael publishes company-specific and industry-focused research on everything from how new government policies will impact business to the shifting demographics that affect consumer behavior. Michael makes frequent appearances as a TV and radio guest and is the host of Bloomberg Intelligence’s restaurant-focused podcast titled Choppin’ It Up . In this episode, Michael breaks down the biggest takeaways and predictions for 2025. As we enter the new year, what’s setting the winners apart? Which trends have staying power, and what can last year’s challenges tell us about the road ahead? And most importantly, what should restaurant leaders be looking out for to stay ahead of the curve? Highlights: Michael's path to his role at Bloomberg (3:08) The winners and losers from the last few years (6:01) Regional differences in consumer behavior (7:53) Impacts of inflation on the restaurant industry (9:22) The role of strategic pricing (11:41) The role of AI and automation (16:12) Make America Healthy Again (18:30) Recent trends and what they say about the future (23:48) Links: Michael Halen on LinkedIn Bloomberg Intelligence LinkedIn Bloomberg Intelligence Website Podcast: Choppin' it Up by Bloomberg Intelligence ICR on LinkedIn ICR on X ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Kevin Duffy, CEO, iFIT – The Perfect Fit: How technology is ending one-size-fits-all fitness 28:49
Summary: Personalization has reshaped nearly every industry, turning one-size-fits-all solutions into tailored experiences. Think self-serve kiosks in fast food or streaming algorithms curating content just for you—consumers now expect products to adapt to them, not the other way around. In the health and fitness space, where no two people share the same habits, goals, or motivations, personalization is crucial to progress. So why hasn’t mass personalization taken hold in the space? Because it takes more than just offering choices—it requires an approach that adapts in real time and integrates seamlessly into people’s lives. Today’s guest is leading this shift, using cutting-edge innovation to make personalized health and fitness more accessible than ever. Today, we're sitting down with Kevin Duffy, CEO of iFIT, the global leader in connected fitness. Kevin is a seasoned executive with experience leading both private equity-backed and public consumer-branded technology companies. Some of Kevin's core strengths include steering organizations through transformative organic growth, completing integrated accretive acquisitions, and delivering superior investor returns. Kevin holds a Bachelor of Economics from Princeton University and an MBA from Stanford Graduate School of Business. In this episode, Kevin unpacks how iFIT is revolutionizing connected fitness by making mass personalization a reality. He discusses the technology driving adaptive workout experiences, the role of data in shaping individualized fitness journeys, and why the future of health and wellness hinges on meeting people where they are. Highlights: Kevin describes the path to his current role at iFIT (2:57) What iFIT is and what makes their technology and software unique (4:41) The importance of customization and personalization in health and wellness (7:11) iFIT's unique habit-forming AI software (9:00) Kevin discusses the recent NordicTrack partnership (11:03) Business scale and prospects for continued international expansion (12:53) Kevin walks us through iFIT's recent software updates and advancements (15:18) How user data helps enhance iFIT products (18:01) The management team and company culture at iFIT (19:15) Major fitness trends to watch in 2025 (20:45) How iFIT balances innovation with investment (24:10) Goals for the future (26:03) Links: Kevin Duffy on LinkedIn iFIT on LinkedIn iFIT Website ICR on LinkedIn ICR on X ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
1 Rahul Mewawalla, President & CEO, Mawson Infrastructure Group – Full Charge: Developing the energy and infrastructure to power the future of AI 30:13
Summary: The rapid rise of AI is transforming industries at an unprecedented pace, creating both challenges and opportunities for innovation. With technology this powerful, pure progress is not enough. We have a responsibility to be intentional about about how we build it, power it, and use it, to ensure it drives positive outcomes and a more sustainable future. Today, we're sitting down with Rahul Mewawalla, the President and CEO of Mawson Infrastructure Group, a rapidly evolving digital infrastructure services company that trades on NASDAQ under the symbol MIGI. Rahul has been a CEO for over a decade, leading numerous technology companies, including household names like Yahoo, Nokia, and General Electric. Rahul has served on the boards of six NASDAQ-listed companies, two of which he chaired. He led San Francisco's Innovation and Technology Program in collaboration with the White House and the Executive Office of the President, served as a Special Government Employee with the U.S. Department of Defense, and was an advisor to Stanford University's Persuasive Technology Lab. Rahul has had a front-row seat to four major technology waves—the internet, mobile, cloud, and AI—giving him tremendous perspective on today’s rapidly evolving landscape In this episode, Rahul explores how companies are joining forces to address AI’s soaring energy demands—and what it means for the future of digital infrastructure. He delves into the evolving partnership between technology firms and energy providers, the growing role of nuclear and carbon-neutral power in sustaining AI’s expansion, and why cross-industry collaboration is essential for long-term success. Highlights: Rahul discusses what initially drew him to digital infrastructure (3:18) Mawson’s strategic shift from cryptocurrency mining to AI infrastructure (6:01) Key components and functions in an AI technology stack (8:34) Rahul's perspective on the transformative AI wave and growing investment around it (11:29) Rahul describes what the PJM market is (13:44) Investment in nuclear energy (15:30) Rahul discusses Mawson’s management team and leadership strategy (17:50) Mawson’s announcement of a major AI co-location agreement (19:51) Rahul explains why industry collaboration is essential for scaling AI infrastructure (21:49) Mawson's total addressable market and maintaining a competitive edge (23:25) How Rahul balances leadership and innovation (24:58) The future innovations and business opportunities Rahul sees for Mawson (26:53) Links: Rahul Mewawalla on LinkedIn Mawson Infrastructure on LinkedIn Mawson Infrastructure Website ICR LinkedIn ICR Twitter ICR Website Feedback: If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co .…
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