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Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
ICR
201 episodes
3 days ago
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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Management
Business,
Marketing
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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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Management
Business,
Marketing
Episodes (20/201)
Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Maja Vujinovic, CEO of Digital Assets, FG Nexus – Cutting Out the Middleman: How Ethereum is changing global finance (Part 1)

If you hear words like 'crypto', 'Ethereum' and 'Blockchain' and feel confused, you're definitely not alone. Today, we're sitting down with someone who's been in crypto since long before it became the hot new thing, and getting her insight into how it works, and why it matters. 


Maja Vujinovic is the CEO of Digital Assets at FG Nexus, which trades under the symbol FGNX and specializes in ETH accumulation, yield Generation and real-world asset tokenization. Maja has been a pioneer in financial innovation for nearly two decades and helped shape the crypto industry from its earliest days. 

Today, you'll hear part 1 of our conversation where we break down what blockchain is, the role Ethereum plays in the decentralized finance ecosystem, and how FG Nexus aims to create value for clients.


Tune in next week for part 2.


Highlights:

  • Where are we in crypto’s evolution? (3:01)
  • Maja's journey into crypto (4:49)
  • What is Blockchain and Ethereum? (8:07)
  • What makes Ethereum special? (10:36)
  • How Ethereum is valued (12:12)
  • Dollars 'on chain' (14:03)
  • How Maja ended up at FG Nexus (15:39)
  • FG Nexus' value creation strategy (18:08)

Links:

Maja's LinkedIn

FG Nexus LinkedIn

FG Nexus 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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5 days ago
22 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Doug Perlman, Founder and CEO, Sports Media Advisors – Cutting The Cord: Negotiating sports media rights in a post-cable world (Re-Broadcast)

It's officially fall, and that means we're deep into the MLB playoffs, and the NHL, NFL and NBA seasons are in full swing. With it being such an exciting time for professional sports, we thought it'd be an opportune moment to revisit an episode we recorded in April, where Doug Perlman, CEO of Sports Media Advisors, demystifies the complex process of negotiating league media rights. We hope you enjoy this fascinating look into the evolution of sports media licensing in a post-cable world. 

Summary:
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, joe@lowerstreet.co.

Show more...
1 week ago
28 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Jereme Kent, Founder and CEO of One Power Company — High Voltage: Bringing America's electrical grid into the 21st century (Re-broadcast)

This week, we're reaching back into the archive, and re-releasing an episode from back in May with Jereme Kent, the CEO of One Power Company. Given our recent episodes focusing on AI-driven enterprises, we thought it would be a good time to revisit this episode where Jereme discusses the need for a modernized grid to power those projects. Enjoy!

Summary: 

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, joe@lowerstreet.co.

 

Show more...
2 weeks ago
28 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Ed Nabrotzky, CEO and Co-Founder, Dot Ai – Connecting the Dots: How asset intelligence can boost efficiency and productivity

When you're running a large industrial operation, tracking all of the elements of your process to know where they are and what they're doing in real-time, can be a huge challenge. Today, we're spotlighting a company whose revolutionary platform can help solve that problem.

 

Ed Nabrotzky is the CEO and co-founder of Dot Ai, a company specializing in industrial asset intelligence solutions. Ed brings with him over 25 years of experience in technology development, and has held executive leadership roles at large public enterprises, including Molex and Panasonic. 

 

Ed joins us to discuss Dot Ai's competitive advantage, how AI is changing the game when it comes to asset intelligence, and how their tech helps make companies more efficient. 

 

Highlights:

  • What Dot Ai does (1:53)
  • The gap in the market (2:25)
  • The customers (3:21)
  • Inflection point (4:01)
  • The current emphasis asset intelligence (5:51)
  • ROI (7:09)
  • The Dot Ai platform (8:36)
  • Data Security (12:04)
  • Meeting Unique Client Needs (13:25)
  • R&D (14:40)
  • Puerto Rico Manufacturing (16:15)
  • SPAC (18:49)
  • Forces reshaping supply chains (22:59)
  • Misconceptions about automated asset tracking (25:04)
  • Future outlook (26:10)

 

Links:

Ed's LinkedIn

Dot Ai LinkedIn

Dot Ai 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.

Show more...
3 weeks ago
28 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
George Tomeski, CEO, Helfie.ai – Paging Dr. iPhone: Using AI to help you take control of your health

Summary:

In today's medical system, getting a proper diagnosis and course of treatment can take ages, with potentially disastrous consequences for your health. Today, we're spotlighting a company that's trying to change that paradigm, using the power of AI.  


George Tomeski is the CEO of Helfie.ai, a company whose platform will allow you to assess a whole host of health conditions using only your smartphone. And they hope to bring that ability to billions of people around the world who have historically lacked access to proper medical care.   


In this episode, we get into the fascinating origins of Helfie.ai, the company's groundbreaking tech, and George's thoughts on AI's evolving role in the healthcare sector.

Highlights:

  • George's professional journey (2:18)
  • Origin of Helfie.ai (3:32)
  • The people healthcare is leaving behind (5:45)
  • How Helfie.ai works (7:28)
  • Working with healthcare orgs (9:53)
  • Next steps after disease identification (10:58)
  • Choosing which diseases to tackle (13:15)
  • Building the algorithm (14:19)
  • Partnerships (17:35)
  • Helfia.ai funding (18:33)
  • The leadership team (19:41)
  • Thoughts on the future of AI in healthcare (20:49)
  • What's on the horizon for Helfie.ai (24:10)


Links:

George's LinkedIn

Helfie.ai LinkedIn

Helfie.ai 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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1 month ago
28 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Aimée Lapic, CEO, Hanna Andersson – Growing Up and Showing Up: How rewarding customer loyalty has helped this children's clothing brand stand the test of time

Summary: 

Since the 1980s, beloved children's clothing brand Hanna Andersson has been delivery quality and durability to happy customers. 

 

Now, Aimée Lapic leads the company as CEO and is using her deep experience in apparel, retail, and omnichannel marketing to turn the legacy brand into a digital powerhouse. Today, they're building on their long-standing strengths with innovative products and services designed to give families even more reason to return to Hanna generation after generation.

 

Aimée joins us to share the strategies, both old and new, that have helped Hanna Andersson nurture decades of dedicated customers, and to explain how every decision connects back to the brand's mission of championing childhood. 

 

Highlights:

  • Hanna Andersson's evolution over four decades (3:27)
  • What opportunity did Aimée see at Hanna? (5:01)
  • Hanna's brand mission to champion childhood (7:12)
  • Why committing to quality earns customer loyalty (9:07)
  • Innovations at Hanna Andersson (13:03)
  • Introducing new fabrics, prints, and styles (15:00)
  • Turning customers into brand ambassadors (22:32)
  • Community connection (23:26)
  • Collaborations and partnerships (25:18)
  • Up next at Hanna Andersson (27:11)

 

Links:

Aimée Lapic LinkedIn

Hanna Andersson LinkedIn

Hanna Andersson 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.

Show more...
1 month ago
27 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
John O'Donnell, Founder, Johnnie-O – Up to Par: An iconic golf clothing brand blends 'east coast prep' with 'west coast cool'

When John O'Donnell founded Johnnie-O in 2005, his goal was to create a brand that combined East Coast prep with West Coast surf culture. 20 years later, you'll find their surfer logo in golf pro-shops and menswear stores across the country.


Today, John joins us to share his incredible journey from being a walk-on on the UCLA golf team to founding one of America's most iconic golf brands.


We get into the origins of Johnnie-O, discuss the source of their customer loyalty, and talk about their impressive growth over the last two decades.


Highlights:

  • The opportunity John saw in 2005 (2:05)
  • John's midwest roots (4:46)
  • UCLA Golf team (5:50)
  • Johnnie-O's differentiation (6:45)
  • The origins of Johnnie-O (8:17)
  • Distribution (9:28)
  • Inflection point for the brand (10:28)
  • Marketing evolution (11:37)
  • Scale of growth (13:57)
  • Breaking into women's wear (16:30)
  • Avenues for growth (17:35)
  • Tariffs (18:30)
  • Outlook for Johnnie-O (20:27)
  • Competitive Landscape (22:15)
  • Lessons learned (23:13)


 

Links:

Johnnie-O LinkedIn

Johnnie-O 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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1 month ago
25 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Syed "Raj" Imteaz, Head of ICR's Convertible and Equity Derivatives Advisory – Convertibles Demystified: How ICR is helping clients navigate a white-hot convert market

Issuing convertible derivatives can be a great way for companies to raise capital, but issuance can be complex and daunting. Today's guest, Syed "Raj" Imteaz, has made a career out of demystifying that process.


Raj is the head of ICR's Convertible and Equity Derivatives Advisory. During his career at ICR, Barclays and Lehman Brothers, he has worked on more than 200 convertible and equity derivatives transactions, totalling over $125 billion in deal value.

 

Raj joins us to discuss the state of the convert market, the importance of receiving unbiased advice, and the incredible ROI he and his team are able to provide clients.

Highlights:

  • The importance of convertible and equity derivatives advisors (2:24)
  • How Raj's team helps companies save money (4:16)
  • The power of the ICR platform (7:16)
  • The importance of unbiased advice (11:50)
  • What's behind the booming convert market? (15:09)
  • Why some firms shy away from converts (18:13)
  • Factors influencing the future convert market (20:18)

Links:

Syed "Raj" Imteaz LinkedIn

ICR Convertible and Equity Derivatives Advisory

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.


Show more...
1 month ago
22 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Rhonda Levene, CEO, Ziosk – Check Please: How a pioneer in pay-at-the-table technology uses innovation to boost restaurant efficiency

Ziosk's pioneering pay-at-the-table solutions mean that customers at their partner restaurants are never stuck waiting for the bill. And now they're working to leverage their treasure trove of data to boost efficiency and improve customer experience, in ways that go far beyond payment.

 

Rhonda Levene is the CEO of Ziosk, a leading digital hospitality platform serving major restaurant brands such as Chili's, Texas Roadhouse, and Red Robin. Since joining Ziosk in 2020 and being appointed CEO in 2024, Rhonda has spearheaded the company's transformation into a SaaS driven enterprise.


Rhonda joins us to break down Ziosk's slate of products, their approach to innovation, and tech's evolving role in the future of the restaurant sector.


 

Highlights:

  • Rhonda's career path (2:17)
  • Ziosk's Services (5:52)
  • The scale of Ziosk usage (7:21)
  • ROI for partners (8:41)
  • Pivot to SaaS (11:10)
  • Leveraging Data (12:39)
  • Ziosk's approach to Innovation (14:34)
  • Total addressable market (19:56)
  • Lessons learned as CEO (21:44)
  • Mentorship's role in Rhonda's career (22:42)
  • Finance and leadership (24:46)
  • Future outlook (25:47)

 

Links:

Rhonda's LinkedIn

Ziosk LinkedIn

Ziosk 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.


Show more...
2 months ago
29 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Ciaran Long, CEO, a.k.a. Brands – Dress Rehearsal: Using a 'test and repeat' strategy to adapt quickly to consumer trends

Summary:


a.k.a. Brands have seen incredible success bringing their digitally native brands into the physical marketplace. A big part of that success comes from their 'test and repeat' retail strategy, which allows them to gauge and adapt to consumer trends extremely quickly. 

Ciaran Long has been serving as the CEO of a.k.a brands for more than two years. He was previously CFO at Samsclub.com, and held other leadership positions at Walmart's e-commerce division, as well as at CBS, CNET Networks and KPMG.


Ciaran joins us to break down the test and repeat strategy, and explains why it can be so effective at minimizing guesswork and mitigating risk. He also delves into a.k.a. Brands' unique approach to influencer marketing, their strategy when it comes to M & A, and the philosophy that will guide their expansion efforts in the years to come.

 

Highlights:

  • The a.k.a. Brands portfolio (2:05)
  • What sets a.k.a apart? (3:12)
  • a.k.a.'s evolution (4:43)
  • Expansion strategy (5:50)
  • Dealing with fickle consumers (8:56)
  • Test and Repeat (10:55)
  • Culture Kings (13:39)
  • Navigating volatility (16:02)
  • Sustainability in fashion (17:37)
  • M&A (18:53)
  • Looking ahead (21:06)


Links:

Ciaran's LinkedIn

a.k.a. Brands' LinkedIn

a.k.a. Brands' 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.


Show more...
2 months ago
22 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Steve Kislow, CEO, Firebirds Wood Fired Grill – Controlled Burn: Achieving consistent growth in the restaurant sector without sacrificing quality

Summary:


 There are a lot of different brands fighting for market share in the "polished" segment of the restaurant industry. To stand out, you need to offer great food, at great value, in a great atmosphere. But above all, you need to make sure you have the right people at your side.

And if anyone knows the value of people, it's Steve Kislow, the CEO of Firebirds wood-fired Grills. Since joining the Firebirds team in 2003, Steve has helped open dozens of locations, as the brand has grown from three restaurants in two states to 60 plus locations in 22 states.


Steve joins us to talk about Firebirds' approach to innovation, their commitment to customer experience, and their plans to expand their reach even further in the coming years. He also discusses the emphasis Firebirds places on always hiring the best.


Highlights:

  • Path from chef to CEO (2:23)
  • Firebirds' niche (4:27)
  • How Covid Changed Things (6:44)
  • Menu Innovation (8:17)
  • AUVs (11:18)
  • Price Adjustments (12:37)
  • Growth Strategy (13:41)
  • Changes to 'The Box' (15:48)
  • Growing While Preserving Quality (16:58)
  • Changes in Consumer Behavior (19:10)
  • Approach to Technology (21:41)
  • Evolution of the Corporate Culture (22:49)
  • 10 Year Outlook (24:09)
  • Favorite Dishes (25:34)

Links:

Steve's LinkedIn

Firebirds LinkedIn

Firebirds 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.


Show more...
2 months ago
27 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Andy Goldberg, President & CEO, PCH Media – A Winning Strategy: Leveraging data-driven insights to evolve and thrive in a shifting landscape (Re-broadcast)

It's been nearly a year since we sat down with Andy Goldberg, the CEO of PCH media, to discuss how the company has successfully navigated more than 40 years of shifts in the media industry. A lot has changed since we spoke, which in a way, makes this conversation all the more relevant. We hope you enjoy, and we'll be back with a fresh episode next week.

Summary:

Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever.

We're sitting down with Andy Goldberg, CEO of PCH Media. Andy is leading PCH's multi-year transformation as the company continues to pivot from direct-to-consumer retail towards an identity and data-driven advertising business. This includes a concerted effort to attract and hire top media talent to align with the company's new focus. The company is aimed at creating incremental shareholder value based on PCH's unique value exchange and unparalleled ability to generate peer audience authentication, permission first-party data, and tremendous user engagement.

Andy has led the company through several successful evolutions via acquisitions in the online search, casual games, and mobile advertising markets. In addition to being CEO, he's also Chairman of the Board of Directors and a past member of the Board of Directors and Executive Committee of the Direct Marketing Association.

Recognized for excellence in the industry, Andy has been honored with the Silver Apple Award from the Direct Marketing Club of New York. He earned a BS in Marketing from the Wharton School at UPenn.


Highlights:

  • PCH's background and history (3:16)
  • How Andy got involved at PCH and his path to leading transformation initiatives (4:43)
  • User base and engagement at PCH (7:50)
  • The value of PCH's audience and engagement data to marketers and advertisers (9:02)
  • How PCH partners with clients to help them build their databases (13:24)
  • The differences between zero, first, and third-party data (14:47)
  • Andy's take on the discussion around depreciating third-party cookies (16:39)
  • PCH's marketing collaborations with third-party players (19:12)
  • The role of AI in the evolution of PCH (20:39)
  • Andy's outlook on future goals and opportunities for PCH (22:31)

Links:

Andy Goldberg on LinkedIn

Publishers Clearing House on LinkedIn

Publishers Clearing House 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.

Show more...
2 months ago
26 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Stephanie Pugliese, President and CEO, Duluth Trading – Back to Basics: How a storied workwear brand is righting the ship with a focus on customer needs

As a workwear and outdoor apparel company, it's imperative that you stay attentive to the needs of your customer, and remain nimble enough to adapt to the demands of an ever-shifting retail landscape. Well, the folks at Duluth Trading are doing exactly that.


Today we're sitting down with Stephanie Pugliese, the CEO of Duluth Trading, which trades under the symbol DLTH. She first joined Duluth trading in November of 2008, and In 2015, she became President and CEO until 2019 when she left to become president of the Americas for Under Armour.


Now, Stephanie is back as president and CEO of Duluth. She joins us to discuss the innovation, customer experience, and brand awareness that's made them a force in the American retail sector for more than 3 decades, and how she plans to double down on those things to keep Duluth profitable in the decades to come.


Highlights:

  • The Duluth Story (2:13)
  • Stephanie's return to Duluth (5:05)
  • Urgency vs. Thoughtfulness (6:40)
  • Brand Engagement (7:50)
  • Brand Awareness (9:15)
  • Solutions Based Products (10:44)
  • Duluth Portfolio of Products (12:36)
  • Approach to Innovation (13:56)
  • Direct to Factory Sourcing (15:31)
  • Opening new stores (17:00)
  • Finding Savings (19:19)
  • Optimizing Inventory Levels (21:10)
  • Promotions (22:46)
  • Tariffs (24:20)
  • Expanding beyond workwear (26:27)
  • Outlook for the future (28:11) 

Links:

Stephanie's LinkedIn

Duluth LinkedIn

Duluth 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.


Show more...
2 months ago
31 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Michael Saylor, Executive Chairman, MicroStrategy – The Bitcoin Buy-in: Embracing a New Paradigm of Digital Capital (Re-broadcast)

As we take a brief hiatus from releasing new episodes this week, we thought it would be interesting to revisit this episode from December 2024 with Michael Saylor. Ahead of the Trump administration officially taking office, Michael explained why he thought the year ahead would be a seminal one in the history of Bitcoin. Was he correct? You be the judge.

Summary: 

With a new, crypto-friendly administration incoming, 2025 may be the year we see Bitcoin integrate more fully into mainstream finance in America and globally. Though volatile, and with an uncertain future that will heavily depend on how macroeconomic conditions and regulatory policies play out across the year, there's reason to believe that Bitcoin could soon be more prominent than ever. Today's guest is here to tell us why.


Michael Saylor is the Executive Chairman and co-founder of business intelligence company MicroStrategy (Nasdaq: MSTR), and a leading advocate of Bitcoin. MicroStrategy considers itself to be the world's first Bitcoin Company, and under Michael's leadership have adopted a unique Bitcoin acquisition strategy with approximately $42 billion in Bitcoin held to date. 


In this episode, Michael describes his journey from skeptic to Bitcoin maximalist, emphasizes the importance of understanding Bitcoin as a digital capital asset, and discusses its potential to disrupt traditional valuation methodologies in finance.


Highlights:

  • Michael recommends resources for Bitcoin beginners (2:37)
  • Why fear of progress holds us back (3:55)
  • Michael points out the clues suggesting Bitcoin is here to stay (7:11)
  • What USD maximalists get wrong (13:15)
  • How we can understand the potential of Bitcoin through an engineering lens (16:25)
  • Why valuation methodologies need to adapt to include Bitcoin (18:48)
  • How Bitcoin outperforms traditional investments (28:09)
  • Why supportive regulatory environment is crucial for Bitcoin's growth (30:54)
  • Michael explains why the current capital market structure favors a select few (34:59)
  • Why sound money is critical for societal progress (39:00)

Links:

Michael Saylor LinkedIn

MicroStrategy Website

Book: The Bitcoin Standard by Saifedean Ammous

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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3 months ago
46 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
John Kiernan, President & CEO, Alico – Growing Oranges to Growing Communities: How weather and disease forced one of the nation's largest citrus producers to pivot to real estate

In their 125 years in existence, Alico had grown to become one of America's leading citrus producers. In January 2025, owing to adverse weather events and crop disease, they made the difficult decision to wind down their citrus operations and adopt a new real estate-focused business model.


Today, we sit down with John Kiernan, president and CEO of Alico, which trades on the NASDAQ under the symbol ALCO. John has been overseeing Alico's recent efforts to transition out of the citrus industry towards a strategy that makes full use of their extensive holdings in Florida real estate, valued somewhere between 650-750 million dollars.


Going from growing oranges to building communities is no easy feat. John explains how Alico is leveraging their great team, and ample liquidity, to make it work.



Highlights:

  • Alico's history (2:10)
  • Alico's land holdings (4:09)
  • Pivot to Real Estate (5:03)
  • Florida Population Growth (6:04)
  • A Diversified Land Company (8:18)
  • Shareholder Returns (10:35)
  • Alico's Identity (12:18)
  • Alico's Role in Development (13:30)
  • Corkscrew Grove (14:53)
  • Regulatory Hurdles (17:22)
  • Entitlements (1945)
  • Mitigating Risk (22:18)


Links:

John's LinkedIn

Alico LinkedIn

Alico 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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3 months ago
25 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Gerard Barron, CEO, The Metals Company – Depth Perception: Harvesting critical minerals from the ocean floor

The Trump administration has made American reindustrialization a top priority, but to do that, the US is going to need access to an abundance of metals like copper, manganese and nickel. The challenge then is to find a way to source these materials that doesn't rely on Chinese supply chains, and won't lead to serious environmental harm.


Gerard Barron is the co-founder, CEO and chairman of The Metals Company, which trades on the Nasdaq under the symbol TMC. The Metals Company mission is to harvest and process metal-containing nodules from the sea floor, providing a clean and abundant source of raw materials for an array of critical industries, like steelmaking and EV production.

 

Gerard walks us through the evolution of TMC, their groundbreaking tech, and some recent regulatory breakthroughs that have brought them closer to achieving their goals than ever before.


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3 months ago
26 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Ken Haines, CEO, Wrench Group – Climate Control: How one firm built a national home-services powerhouse

Summary: 

When your A/C breaks down in the middle of summer, you want someone at your house to fix it that same day. And one firm has been able to leverage that reliability into a national home services empire. 


Ken Haines was appointed CEO of Wrench Group almost 10 years ago and he has since guided the company to become the second largest non-franchised home services company in the United States.

 

Ken joins us to discuss his philosophy on leadership, the benefits of Wrench Group's innovative partnership model, and the impact of emerging tech in the home-services industry. 

 

Highlights:

  • Wrench Group Services (1:59)
  • Ken's path through the industry (2:40)
  • Company-owned vs. Franchised (4:50)
  • Autonomy vs. Consistency (5:49)
  • Evaluating Culture Fit (7:03)
  • Customer Experience (8:34)
  • Covid's Impacts (11:24)
  • Emerging Tech (13:10)
  • Recruitment (16:42)
  • Where does Wrench Group go from here? (19:32)


Links:

Ken's LinkedIn

Wrench Group LinkedIn

Wrench 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, joe@lowerstreet.co.

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3 months ago
23 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Michael Benstock, Chairman and CEO, Superior Group of Companies – Through Adversity with Diversity: Building recession-resilience using smart acquisitions

Investors often talk about the desire for companies to diversify. Well, you'd be hard pressed to find a firm who's done that better than the Superior Group of Companies (SGC), which operates in three distinct buckets: healthcare apparel, branded products and contact centres. 

 

Our guest today is Michael Benstock, the Chairman and CEO of SGC. Michael takes us through the evolution of SGC since its founding more than a century ago, and its successful diversification efforts over the years. We also discuss SGC's adeptness at pivoting, as well as their commitment to service quality, advanced technology, and omnichannel commerce.

 

Highlights:

  • The SGC Story (1:51)
  • Michael's journey (4:40)
  • SGC's Global Footprint (6:03)
  • Total Addressable Markets (8:25)
  • Pivoting (11:32)
  • Acquisitions (13:43)
  • Leveraging tech (16:13)
  • Divestment (19:29)
  • Philosophy on Capital Allocation (20:34)
  • Legacy (22:26)

 

Links:

Michael's LinkedIn

SGC LinkedIn

SGC 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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4 months ago
24 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Christopher Ruddy, CEO, Newsmax – Breaking News: How an independent digital outlet grew into a global multimedia empire

Summary: 

At this point, most Americans will probably be familiar with the media company, Newsmax. Their political slant has garnered the company its fair share of criticism, but their growth in recent years has been undeniable. 

 

Chris Ruddy is the CEO of Newsmax Media, which trades under the symbol NMAX. Chris began his career as a journalist at the New York Post and Pittsburgh Tribune-Review before founding Newsmax in 1998. Since then, it's grown into one of the nation's leading broadcasting and digital media companies.

 

Chris joins us today to talk about the public perception of NewsMax, the rationale behind their recent IPO and their plans to leverage their massive reach into future growth. 



Highlights:

  • Founding Newsmax (2:06)
  • Product offerings and reach (3:14)
  • Political leanings (5:23)
  • Attracting younger viewers (8:14)
  • IPO (9:59)
  • Capital allocation (11:16)
  • Avenues for growth (12:24)
  • Podcasting (14:38)
  • International expansion (15:52)
  • AI (18:21)
  • What do investors get wrong about Newsmax? (19:34)

 

Links:

Christopher Ruddy LinkedIn

Newsmax LinkedIn

Newsmax 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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4 months ago
23 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
Julie Masino, President & CEO, Cracker Barrel – Leveraging Legacy: Fusing tradition with transformation to drive growth (Re-broadcast)

Back in January, we had on Julie Masino, the President and CEO of Cracker Barrel, who walked us through her strategy for transforming the brand, and gave great insights into general trends in the restaurant industry. Since it's summer time, and patio season is in full swing, we thought now would be a good time to revisit this gem.

Summary: 


What does it take to revitalize a legacy brand, while maintaining its identity? By balancing tradition and transformation, any company can breathe new life into its business and consistently evolve to meet the changing expectations of customers and employees alike.


Today's guest is Julie Masino. Julie is President and CEO of Cracker Barrel, a role she took on just over a year ago in November of 2023. Since then, she's led the company with a focus on innovation and growth drawing on her over 30 years of experience in the restaurant and retail industries. Previously, Julie served President of International at Taco Bell and before that, President of North America. She's also held senior leadership positions at Sprinkles Cupcakes, Mattel, Starbucks, and began her career at iconic brands like Godiva, Coach, J. Crew, and Macy's. 


In this episode, Julie shares her vision for the brand and the five-pillar transformation strategy she is implementing aimed at enhancing market share, guest experience, and profitability.


Highlights:

  • Julie explains the opportunity she saw for Cracker Barrel (2:58)
  • Julie's fiver pillar strategy for Cracker Barrel's transformation (4:25)
  • Why dinner remains a key area for increasing market share (9:23)
  • What updates are being made to Cracker Barrel's pricing strategy? (12:39)
  • Improving facilities and team satisfaction (15:44)
  • Julie highlights the metrics correlated with sales growth (18:48)
  • Digital and off-premises growth (23:00)
  • How Cracker Barrel is engaging younger consumers (27:05)

Links:

Julie Masino on LinkedIn

Cracker Barrel on LinkedIn

Cracker Barrel 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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4 months ago
32 minutes

Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders
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