THE WELLNESS REVOLUTION: Intel & Inspiration from 92Y’s Panel Discussion with Well+Good CEO Alexia Brue

Posted by: Malisa Meresman in: Consumer Lifestyle -

We recently had the opportunity to attend The Wellness Revolution, a curated conversation at 92nd Street Y with three trailblazing women at the center of it all. Renowned writer and chef Candice Kumai, Inspiralized founder Ali Maffucci and F-Factor diet creator Tanya Zuckerbrot sat down with Alexia Brue of Well+Good to discuss the latest industry intel and share their tips for getting started down the life-changing path of wellness.

Alternative yesterday, mainstream today
The wellness sector is undoubtedly booming, and it’s impressive just how strongly (and how quickly) this revolution has taken hold. One of the key themes of the panel discussion focused on the origins of today’s leading wellness trends. Practices that were considered “alternative” and “niche” in the past are today quite mainstream. All the panelists noted that many concepts that are now trending in wellness aren’t necessarily new and original. What is new is how today’s wellness innovators, entrepreneurs and experts are applying existing research and science and evolving traditional practices, as well as how consumers today are educating themselves and seeking wellness solutions that fit their lifestyles.


Private Equity Forum 2018 Highlights Part II: Top 5 from PE US Forum

Posted by: AmberRoberts in: Financial Services -

This year’s gathering of elite private equity players at MarketsGroup’s 7th Annual Private Equity US Forum covered a lot of ground, from the impact of tax reform on valuations to the best ways to find non-correlated PE investments. Here are our top 5 takeaways:


  1. Despite SEC leadership changes, PE is not getting a break. While new faces are steering the ship at the SEC, it hasn’t led to fewer exams or less interest in PE firms. However, enforcement staff seem to be more open to discussions as opposed to fast tracking to the settlement stage.
  2. Conflicts of interest can’t always be solved with a “wall”: Conflict of interest is a timely issue, particularly for PE that is expanding into new areas of business, such as credit or REITs. A “wall” is an increasingly popular solution, but it does not work for all and may cause a silo effect that prevents critical collaboration and information sharing internally.
  3. Due diligence is taking new forms: New “non-traditional” types of due diligence are emerging, including anti-money laundering and know-your-customer due diligence. Such due diligence covers traditional and social media reputation, political affiliations and exposure, trading exposure and other critical pieces of intel.
  4. Organic growth a priority for portfolio companies: While add-on acquisitions remain desirable for a host of reasons, organic growth is highly coveted and still a focus for PE owners. Both artificial intelligence and predictive analytics are increasingly enabling companies to be more agile, make better decisions and expedite growth.
  5. Economic downturn inevitable, but we still have time: We should be prepared for an eventual slowdown. However, with job rates up, interest rates still relatively low and banks in good standing, the U.S. economy should be fine in 2018 and 2019.

Private Equity Forum 2018 Highlights Part I: PE can drive organic growth for portfolio companies

Posted by: AmberRoberts in: Financial Services -

I recently had the privilege of spending two days with LPs, funds and advisers at one of the leading private equity industry events, MarketsGroup’s 7th Annual Private Equity US Forum. This year, I participated in a roundtable conversation, “Adding Value to Portfolio Companies,” a challenge I have been tackling for more than 10 years through marketing and PR counsel for PE client portfolio companies.

My fellow panelists represented various areas of expertise – sales and marketing, data, financials, operations, risk and insurance — and the group identified several best practices for taking portfolio companies to the next level. While all conceded that add-on acquisitions can bring immediate revenue, this source of growth inherently comes with a host of issues, such as integration, that require careful management.

The net of our discussion: organic growth is indeed the “holy grail” for portfolio companies. For those embarking on an organic growth strategy, the panel raised several key aspects to consider:


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