Summary: Periods of transition often come with uncertainty, but they also offer a chance for businesses to innovate and refine their direction. Under the right leadership, companies can seize these opportunities to reevaluate objectives and implement fresh strategies, finding new alignment with the core values of their customers. At PetMed Express, that leadership takes the form of CEO Sandra Campos.Sandra is now a two-time guest on the podcast, and, as of this past April, the president and CEO of PetMed Express (Nasdaq: PETS).Already a three-time CEO prior to joining PetMeds, Sandra recently served in the role at DVF (Diane von Furstenberg) a global luxury fashion brand. She has held leadership roles at apparel companies Polo Ralph Lauren and Nautica International, and is the former co-president of women's apparel at Global Brands Group Holding Limited, a branded apparel, footwear, and brand management company that included labels like Juicy Couture, Bebe, and BCBG, among others. Sandra is the founder of Fashion Launchpad, a continuing education platform for retail and fashion professionals, and created Dream Out Loud in partnership with Selena Gomez, the first teen celebrity brand management company. Sandra is a board member for Big Lots, Daniel's Jewelers, Fabric (a modular commerce solution), and advertising services company PureRED since 2023. She has also served on the board of the national non-profit Girls, Inc. and is a Director of the Latino Corporate Directors Association. In this episode, Sandra talks us through the strategic decisions she's made since joining PetMeds Express as CEO, and where she anticipates the company heading.Highlights:How Sandra came to the opportunity at PedMed Express (3:39)PedMeds' mission and audience (4:34)How Sandra's previous work influences her role and personal goals for the company (6:02)Sandra's approach to realigning the business (7:14)How Sandra has organized senior management and company structure (8:44)What distinguishes PedMeds from their competition (11:10)PetMeds' customer base and economic model (12:15)How PedMeds balances their subscription service with private product development (13:00)Current product lines of focus (14:09)How the current macro environment is impacting pet owners and the pet industry (15:12)Sandra shares insights on customer retention strategies (16:50)PetMeds' approach to innovation and a look inside product development (18:09)Sandra discusses PetMeds' advisory board and collaboration with pet healthcare professionals (19:28)The role of technology at PedMeds and in the pet industry (21:28)Sandra describes the long-term goals for PedMeds (24:02)Links:Sandra Campos on LinkedInPetMeds on LinkedInPetMeds WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Check out part two, now!If you've been to space and back, you're bound to have an amazing perspective about your own capabilities, and what humans can achieve. Our guest today knows all about that.On this episode, we're sharing part two of Morgan Brennan's interview with Jared Isaacman, recorded in January at ICR's 26th annual conference in Orlando, Florida. If you didn't catch part one last week, we highly recommend you do. Jared is an extraordinary business leader and on top of his incredible career as founder of Shift4, and Draken International, he's an accomplished pilot and an astronaut.  Jared has made significant contributions to financial technology, defense, and aerospace industries.  He is the founder of both Shift4 and Draken International. Jared founded Shift4 in 1999 at 16 years old, and under his leadership as CEO, Shift4 has consistently pushed boundaries.  Today, Shift4 employs over 2,500 people and processes $250 billion in payments annually for more than 200,000 customers across the US and Europe.Apart from his extraordinary success with Shift4, in 2021 Jared made history by commanding Inspiration4, the world's first all-civilian mission to orbit. That mission raised over 250 million dollars for St. Jude Children's Research Hospital. And later this year, he's going to return to space as commander of the Polaris Dawn mission.  This is the first of three space flights under the Polaris program, which is a partnership with SpaceX, and we'll hear all about those missions in this next part of the interview. We're delighted to have Morgan Brennan as the guest host for this interview. Morgan is the co-anchor of CNBC's Closing Bell Overtime. Over the last 10 years, she's held various on-air roles with CNBC and was previously co-anchor of Squawk on the Street and Squawk Alley.  Highlights:Jared talks about the differences between being a private and public company (3:45)Insight on new upcoming Shift4 projects (4:22)Jared tells us the best and worst parts of being in space (5:29)Common questions Jared gets about space (6:20)Jared gives us an inside look at the training process for astronauts leading up to launch (7:17)How seeing space has changed Jared's view of the world (9:28) Jared answers whether he ever felt nervous regret before a launch (12:58)How Jared talks to his family about space missions (15:35)Jared describes what it feels like to come back to Earth from space (16:43)How your height changes after going into space and coming back to Earth (18:37)More about SpaceX's new Starship project (20:27)Links:Morgan Brennan on LinkedInJared IsaacmanShift4 WebsiteDraken International on LinkedInICR TwitterICR LinkedInICR WebsiteFeedback: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.

A few weeks ago, Jared Isaacman became the first civilian in history to carry out a spacewalk during a mission aboard the SpaceX spacecraft. We decided to celebrate that by revisiting our two-part interview with him from earlier this year. Look for part two next week.In business, there's success, and there's potential. Success is an achievement, but true greatness lies in tapping into untapped possibilities. Today's guest has harnessed their business's potential to make a lasting impact on a global scale.On this episode, we're featuring an interview recorded in January at ICR's annual conference in Orlando. It's a fireside chat hosted by Morgan Brennan, who was kind enough to step in to ask all the pressing questions. Morgan is co-anchor of CNBC's 4P.M. show Closing Bell Overtime. Over the last 10 years, she has held various on-air roles with CNBC and was previously co-anchor of Squawk on the Street and Squawk Alley. We're thrilled to feature her as our host today. Morgan sat down with Jared Isaacman. Jared is an entrepreneur, a business leader, an accomplished pilot, AND he's also an astronaut. He's the founder of both Shift4 and Draken International. Under his leadership as CEO, Shift4 has consistently pushed boundaries, developing cutting-edge payment technologies that empower businesses across countless sectors. Draken International is an aerospace defense company that provides tactical aviation services for all branches of the US military. In 2021, he made history by commanding Inspiration4, the world's first all-civilian mission to orbit. And later this year, he's going to return to space as commander of the Polaris Dawn mission, which is a partnership with SpaceX.Highlights:How Jared got his start in payment processing and technology (5:10)Jared tells the origin story and inspiration behind founding Shift4 (7:09)Jared describes Shift4's recent public listing accomplishment (8:41)Shift4's current verticals and growth opportunities in payment processing (10:32)How Jared transitioned from payment to piloting (12:26)How Jared got the opportunity to make space history (14:09) Jared describes the process of assembling the Inspiration 4 mission and crew (16:22)Jared's upcoming Polaris Dawn space mission (19:07)Jared discusses their partnership with SpaceX (21:09)More on Shift4's team and board members (23:38)Jared shares his biggest lessons in leadership (24:33)Links:Morgan Brennan on LinkedInJared IsaacmanShift4 WebsiteDraken International on LinkedInICR LinkedInICR TwitterICR WebsiteFeedback: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.

As travel trends shift, and young people drive demand for simple, integrated, experience-focused journeys, its critical to respond with innovative solutions that are ahead of the curve. That's where today's guest comes in. We're sitting down with Alex Ibrahim, the Corporate CFO at Yanolja. South Korea's top travel and accommodation booking platform. In this role, Alex leverages his expertise in the capital markets to strengthen the company's financial management and drive strategic initiatives, supporting its continued global expansion and growth.He brings over 20 years of experience from his distinguished career at the New York Stock Exchange, where he played a pivotal role in facilitating IPOs, Capital raises for numerous global enterprises across Asia, North America, and South America. We chatted about what excites him about Yanolja, and the bold moves the company is making to reimagine travel around the globe. Highlights:Alex explains Yanolja's background and founding story (2:50)Alex discusses his career at the NYSE, and why he made the leap to Yanolja (4:17)Yanolja's edge over its competitors (6:21)The B2C and B2B aspects of the business (7:07)Yanolja's data advantage (10:10)How Yanolja prioritizes which geographies they focus on (10:59)How Yanolja's data-driven services provide efficiency and profitability for their customers' businesses (12:12)How Alex sees AI shifting the industry in the next 5-10 years (13:06)Yanolja's strategy as its connected with their acquisition of Go Global Travel (14:36)The opportunities inherent in the fragmentation of the industry (15:21)The company's customer demographics and what Alex means by "democratizing" travel (16:34)Alex discusses how Yanolja prioritizes data privacy (18:36)How the company's Korean origins influence the business (19:23)Alex's advice for aspiring tech leaders, and his travel recommendations (20:27)Links:Alex Ibrahim on LinkedInYanolja on LinkedInYanolja WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

As the world embraces cryptocurrency, blockchain technology, and deregulated finance, there's a massive transformation on the horizon. But if you're going to invest in these innovations, you need to be incredibly diligent and have a deep understanding of the tech. Today's guest has both.We're sitting down with Pete Najarian, who is the Managing Partner of RW3 Ventures. RW3 is a digital asset venture firm built in partnership with The Raptor Group. The Raptor Group is a multi-sector venture firm with significant investments across fintech, sports and gaming, healthcare, and digital assets.Pete has significant dedicated digital asset experience, having previously served in senior leadership roles for two leading digital asset operating businesses: Zappo, which was ultimately acquired by Coinbase in 2019, and BitGo, the leader in digital asset security, custody, and liquidity. They provide the operational backbone for more than 1, 500 institutional clients and over 50 companies. They also process 20 percent of all the global Bitcoin transactions by value.Prior to that, Pete spent 20 years plus building and leading the global emerging markets businesses for some of the world's largest banks, UBS and RBS in particular.Highlights:Pete's experience in finance, discovering cryptocurrency, and founding RW3 (3:11)Pete's approach to investing at RW3 (6:25)Bitcoin, and Pete's outlook on when to invest in crypto (7:19)Analyzing Bitcoin and other cryptocurrencies' place in the market (8:54)Pete breaks down the opportunities opened up by blockchain innovation (10:31)The use and value of cryptocurrency technology in the world economy (12:36) How Pete makes decisions on blockchain investments (15:04)How RW3 assists clients (17:47)Pete breaks down the relationship between traditional finance and cryptocurrency (20:07)Pete's predictions on the future of blockchain technology and finance field (23:12)Understanding decentralized finance (24:03)Government involvement in cryptocurrency (25:39)Some of Pete's current investments at RW3 (29:01)Qualifications for an investment at RW3 (32:11)Links:Pete Najarian on LinkedInRW3 Ventures on LinkedInRW3 Ventures WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

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 LinkedInPublishers Clearing House on LinkedInPublishers Clearing House WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

Breaking away from the norm will always attract skepticism, especially from industry veterans. But these risks often lead to the most significant rewards. Our guest today has not only challenged the status quo in business but did so with fearless commitment and a willingness to be the newcomer in any field.In this episode, we're diving into part two of our conversation with Larry Connor—a trailblazer in business and beyond. Larry is an entrepreneur, nonprofit activist investor, and adventurist, known for founding The Connor Group, a real estate investment firm that thrives on doing things differently.Last week, we explored Larry's unique approach to leading The Connor Group. Today, we shift our focus to his remarkable journey outside of the business world, beginning with his impactful philanthropic efforts.Highlights:Larry discusses Kids & Community Partners, and the importance of investing in the future (2:33)How Larry started The Greater Dayton School, and its approach to education (4:51)Larry tells the story behind his space mission (7:30)Diving to the Mariana Trench (10:44)Building, and jumping off of the world's largest hot air balloon (12:40)Larry's advice to businesses that want to solidify a culture of accountability in the workplace (14:57)What excites Larry about the future of The Connor Group and Kids & Community Partners (17:00)Links:Larry Connor on LinkedInThe Connor Group on LinkedInThe Connor Group WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

Hiring top talent is a proven game plan for any business, but there’s untapped power in taking risks—especially on professionals with unconventional, strategic backgrounds that keep your company fresh and forward-thinking. Today’s guest is no stranger to risks of any kind. He took that leap with his company, and it's been thriving for over 30 years. And he continues to take extraordinary leaps today — both inside and outside of the business world.Today we're sitting down with Larry Connor, an entrepreneur, nonprofit activist investor, and adventurist. In business, he's best known for founding the Connor Group, a real estate investment firm that has grown its assets from zero to $5 billion over a 30-plus-year period.The company operates luxury apartment communities in 18 markets and has earned national accolades as a top workplace. Connor has been featured in Forbes and USA Today, among other national publications.During the stress and uncertainty of COVID-19, Larry made $1.6 million on stock market investments, but instead of building his own wealth, he distributed all the money to his frontline associates in the form of bonuses. He also organized a small business loan program that helped Ohio-based entrepreneurs survive the economic downturn.Larry is also a philanthropist. And the Connor Group's success has been critical to those efforts. It helped fund Connor Group Kids and Community Partners, which has devoted $175 million to nonprofit causes, including the Greater Dayton School, Ohio's first private non-religious school for under-resourced students, which Larry founded in 2022. Kids and Community Partners will devote over $800 million to nonprofit initiatives over the next decade.In 2022, Connor piloted AX 1, the first private mission to the International Space Station. That mission came on the heels of his research work 36,000 feet under the ocean in the Mariana Trench, making him the first human being to reach the deepest part of the ocean and space within a year. Larry followed that feat by leading a team of four U.S.Air Force pararescue specialists in a 38,139-foot leap from a hot air balloon setting a Guinness World Record for the highest halo formation skydive. Connor has also won multiple titles as a professional racecar driver. He is an accomplished pilot, rated in both helicopters and fixed wing aircraft, with extensive hours piloting a fighter jet and competing in national and aerobatic competitions.As you can tell there's a LOT to cover with someone like Larry, so we're making this interview a two-parter. Be sure to check out next week's episode to get his full, amazing story.Highlights:Larry's background and early entrepreneurial ventures (4:28)How Larry decided to get involved in the real estate industry (8:25)Larry discusses The Connor Group's impressive industry stats (10:22)Why Larry founded The Connor Group without experience, or real estate professionals (12:19)Larry's outlook on The Connor Group's culture and mission statement (13:53)The origins and evolution of The Connor Group's culture (15:27)Why everyone at The Connor Group uses pencils (18:07)Larry describes what differentiates The Connor Group's approach from field competition (19:00)Links:Larry Connor on LinkedInThe Connor Group on LinkedInThe Connor Group WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.

Navigating the intricate landscape of ESG and shareholder activism requires a deep understanding of both market dynamics and investor expectations. That's why expert guidance is indispensable for companies looking to build lasting value and trust with their stakeholders.Today we're sitting down with Lyndon Park, Head of ICR Governance Solutions. Lyndon advises boards and management teams on complex corporate governance, ESG and shareholder activist event-driven issues to align clients with investor and market expectations.Before joining ICR, Lyndon was Head of Global Corporate Governance at Dimensional Fund Advisors, where he oversaw the firm's global stewardship and ESG initiatives. Prior to Dimensional, Lynden was a partner and Head of Governance and Listing Standards at EQX, a capital market startup. He began his career in governance at BlackRock by supporting BlackRock's board of directors on intercompany  governance matters before serving as one of BlackRock Investment Stewardship teams' lead governance analysts, overseeing portfolio companies representing about 450 billion of BlackRock's AUM.Lyndon is a recognized thought leader in ESG and shareholder activism, frequently participates on panels, and his perspectives have been published or quoted in numerous leading media outlets like the Wall Street Journal and the Financial Times.Highlights:Takeaways from the 2024 proxy season (3:25)What companies can do differently to avoid Executive comp challenges (6:00)What companies can do do differently when under duress during proxy season (8:58)Lyndon discusses the effects of the Universal Proxy Card (11:45)Themes surrounding proxy contests (13:53)Lyndon discusses MNA-driven attacks (16:06)Examining the recent Starbucks ESG activist campaign (17:25)The current anti-ESG movement, and Lyndon's take on that (19:24)Lyndon's advice on what are easy wins in ESG strategy in this moderating DEI climate (21:50)Lyndon shares what he sees coming for 2025 (25:05)How the best boards and management teams tackle this landscape (28:17)Links:Lyndon Park on LinkedInICR LinkedInICR TwitterICR WebsiteFeedback: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.

When you're a founder, you need creative ways to grow your business. Today's guest recognized that need, and built her company on it.We're sitting down with Keri Findley, Founder and CEO of Tacora Capital. Keri has two decades of experience in structured credit investing at leading firms, and as a private investor. She founded Tacora in 2022, securing a $250 million investment from renowned venture capitalist Peter Thiel.From 2009 to 2017, Kerry ran the structured credit portfolio for Third Point, the multi-billion dollar hedge fund founded by Dan Loeb. She was the first woman and the youngest person to be made partner at Third Point. Prior to that, she held a similar position at D.B. Zwirn, and began her career at Morgan Stanley.Keri currently serves as an advisor to Firework Ventures and 8VC, and is on the boards of Hearth, Karus, Point Digital, and Architect.Highlights:Keri summarizes her introduction to finance (2:51)Falling into the industry, and growing up as a 'math person'(3:22)Keri describes what it was like to begin in the finance industry in the late 2000's (4:28)Types of assets in the payment processing platform (6:10)Leaving her job, and how Keri came to found Tacora Capital (7:21)Working with Peter Thiel, and more about their partnership (9:14)Keri describes the audience, and kinds of investors that are attracted to Tacora Capital (10:10)Tacora's unique approach and structure in venture capital (11:14)Keri discusses whether she would rather Tacora be at a later-stage (12:50)Tacora's reason for focusing on Fintech and Insuretech fields (14:37)Keri gives an example of the opportunities Tacora has provided to one of their portfolio companies (16:00)Where Tacora's pipeline for new deals is sourced from (16:52)How the current financial and economic climate effects the work done at Tacora (18:22)How Tacora avoids risky situations and maintains discipline in their work (20:16)Keri predicts the future of the venture capital market based on recent history (21:37)'Non-dilutive capital' and Tacora's approach to companies facing down-rounds (25:15)Why Keri decided to settle the company in Austin, Texas (27:07)Keri predicts how the banking model will change in the near future (30:04)Tacora's short-term goals and plans (31:22)Links:Keri Findley on LinkedInTacora Capital WebsiteICR LinkedInICR TwitterICR WebsiteFeedback: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.