Lee Povey, Gabe Middleton, Jordana Edelstein | Office Hours #715
Lee Povey
Lee Povey is a high-performance leadership coach with a rich background in elite sports and coaching. As a former elite cyclist and coach for the USA Cycling Olympic Development Program, Lee has coached numerous World, National, and Olympic champions. His deep expertise in leadership and …
Ep. 4. Empowering Female Founders: Insights from the UBS Entrepreneur's Report
In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with James Jack, head of the strategic client segment for Entrepreneurs at UBS, about the key findings of the UBS Entrepreneur's Report. This groundbreaking survey provides crucial insights for founders scaling their busin…
The Hidden Toll of High Expectations—And How to Survive It
S3 E16 - Ever feel like you're carrying the weight of everyone’s expectations, your parents, society, or even your younger self?
In this week’s episode of Bed Head Cast, we sat down with James Jack, former pro athlete turned contractor, whose life journey proves that expectations can crush you or …
Planning the Exit: Before, During & After the Sale
Andrew is joined by James Jack, who is the Head of the Business Owners Client Segment at UBS. The two discuss the full lifecycle of growing and selling a business, what owners can do to prepare years ahead, and how UBS supports business owners.
Episode 16: Riding the waves - Business Owner Insights Explored
In today’s episode, we have the honor of hosting James Jack, Managing Director of UBS's Business Owner Segment, a true expert in the world of business owners and entrepreneurship. Tune in to discover the latest findings from the latest UBS Investor Watch: Wind in your sails, exploring how business …
James Jack - "Time, Treasure and Taxes"
James Jack is a Managing Director and Head of the Business Owners Segment at UBS. As the founder of this group he has dedicated much of his life to helping business owner clients plan and prepare for one of the most significant moments of their lives: selling a business. This episode digs into ho…
Retirement Planning for Business Owners
James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business owners build long-term financial security.
Planning the Exit: Before, During & After the Sale
Andrew is joined by James Jack, who is the Head of the Business Owners Client Segment at UBS. The two discuss the full lifecycle of growing and selling a business, what owners can do to prepare years ahead, and how UBS supports business owners.
A Chance to Solve Their Own Problems - A Conversation with Prof. Jal Mehta
It's all too easy to come up with scripted and pre-packaged solutions to educational challenges that are complex, deeply human and relational. My guest this week has been a powerful voice globally for a long time, advocating for a more nuanced and thoughtful view for enhancing spaces for deeper lea…
Episode 3: Pre-Liquidity and Exit Planning for Business Owners
James Jack, Managing Director and Head of the Business Owners Client Segment at UBS, shares what separates founders who achieve successful exits from those who leave value on the table. He discusses the key decisions business owners face before a liquidity event, the strategies that help preserve w…
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