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Activity Overview

Episode publication activity over the past year

Episodes

Are you planning for mediocrity? Greg Milano on setting aspirational goals

24 Mar 2026

Contributed by Lukas

Greg Milano explains how the status quo in incentive target-setting unintentionally leads to destructive behaviors and decisions. From asymmetric risk...

Is AI commoditizing—or differentiating—your business? Jonathan Aberman on AI Strategy

03 Mar 2026

Contributed by Lukas

Entrepreneur, investor, and innovation strategist Jonathan Aberman joins us to discuss how corporate leaders can turn AI from a short-term efficiency ...

Richard Langlois on the “make-or-buy” decision—and the evolution of the modern corporation

17 Feb 2026

Contributed by Lukas

Expert in the economics of organizations, Professor Richard Langlois, joins us to explore how and why firms decide between internal production and mar...

Karl Pichler on metrics that matter—and the EBITDA trap

03 Feb 2026

Contributed by Lukas

Karl Pichler, CFO of Sourceability Global Holdings and former CFO of Rackspace, shares insights from more than 25 years as a public company executive,...

J. Michael Bruff’s CFO playbook for enduring value creation

20 Jan 2026

Contributed by Lukas

J. Michael Bruff, CFO of Envision Healthcare and a veteran finance and operating executive, joins us to discuss the core attributes of effective CFOs....

Aswath Damodaran on valuation, bias, and real value creation

06 Jan 2026

Contributed by Lukas

Valuation and corporate finance heavyweight, Professor Aswath Damodaran, joins us to discuss what truly drives value creation. Damodaran challenges co...

How an ownership culture drives sustained shareholder returns

14 Oct 2025

Contributed by Lukas

Fortuna partners Greg Milano and Marwaan Karame explore how an ownership culture fuels long-term shareholder returns in the final instalment of a five...

Patrick Furtaw on pricing strategy that drives shareholder value

30 Sep 2025

Contributed by Lukas

Expert in pricing strategy and value-based management, Patrick Furtaw, joins the podcast. Patrick shares insights from his background in strategy, cor...

Tim Koller, a thought leader in value-based management

23 Sep 2025

Contributed by Lukas

Valuation expert, author, and leader of McKinsey & Company’s strategy and corporate finance practice, Tim Koller, joins the podcast. Greg and Ti...

Make what’s good for shareholders also good for employees and their family

02 Sep 2025

Contributed by Lukas

Most incentive plans fail to drive true value creation—they reward mediocrity, encourage short-term thinking, and reward sandbagging and gaming of t...

Case study: Why traditional measures are a reinvestment roadblock

19 Aug 2025

Contributed by Lukas

Consider a hypothetical company in 2012 with two business units—Amazon and Walmart. Our latest episode considers the question: which business would ...

Why most companies fail at strategic resource allocation

05 Aug 2025

Contributed by Lukas

This podcast features the third installment of our LinkedIn Live series on how economic profit drives long-term value creation. Fortuna partners Greg ...

Dan Sansone on simplifying incentives and value creation with economic profit

22 Jul 2025

Contributed by Lukas

Dan Sansone, former CFO of Vulcan Materials Company, joins the podcast to share how EVA focused forecasting, planning, and incentives on a singular go...

The hidden metric behind long-term shareholder value

08 Jul 2025

Contributed by Lukas

This podcast features the second installment of our LinkedIn Live series on how economic profit drives long-term value creation. Fortuna partners Greg...

Michael Mauboussin on valuation, capital allocation, and competitive advantage

24 Jun 2025

Contributed by Lukas

Valuation virtuoso, Michael Mauboussin, joins us to explore the core drivers of long-term value creation. We explore how valuation multiples are often...

Joe Milam on data-driven decision-making and behavioral finance principles

10 Jun 2025

Contributed by Lukas

Joe Milam, founder of AngelSpan and The Legacy Funds, joins the podcast to discuss how behavioral finance principles improve decision-making for corpo...

Driving outperformance: the power of economic profit

27 May 2025

Contributed by Lukas

Fortuna partners Greg Milano and Marwaan Karame highlight how economic profit (EP) drives superior decision-making, cultural alignment, and, ultimatel...

Jana Croom on driving real value creation with economic profit

13 May 2025

Contributed by Lukas

“From the shop floor to the top floor,” Kimball Electronics employees are laser-focused on economic profit.  Kimball CFO, Jana Croom, discusses t...

Ryan Barker and Ken Favaro on Activists and Brand Management

30 Apr 2025

Contributed by Lukas

CEO, Ryan Barker, and Chief Strategy Officer, Ken Favaro, of BERA Brand Management explore how brand management strategies intersect with activist inv...

AnnaMaria DeSalva on strategic communication, mergers, and business transformation

15 Apr 2025

Contributed by Lukas

AnnaMaria shares insights from her leadership roles in some of the most significant mergers and transformations in recent history—including Pfizer-W...

Motivating better behavior with annual incentives

01 Apr 2025

Contributed by Lukas

Greg Milano discusses how annual incentives can drive better corporate behavior. He highlights common flaws in traditional incentive plans, such as in...

Dave Peacock on how CEOs and board directors create value

18 Mar 2025

Contributed by Lukas

Dave Peacock, CEO of Advantage Solutions, discusses the bold transformation he is leading to create more value at Advantage—turning a fragmented bus...

Dr. Alise Cortez on corporate purpose and how it drives performance

05 Mar 2025

Contributed by Lukas

Dr. Alise Cortez, organizational psychologist and founder of Gusto Now!, explores how companies can instill meaning and purpose in their cultures to d...

Dennis Kubaile on granular performance measurement, agile resource allocation, and AI-driven financial analysis

18 Feb 2025

Contributed by Lukas

Dennis Kubaile, co-founder of Granulytix, joins Greg to discuss how their groundbreaking platform enables granular economic profit analysis across com...

Andrew Bonfield on Caterpillar’s success through value management

04 Feb 2025

Contributed by Lukas

Caterpillar Inc., the world’s leading construction equipment manufacturer, delivered over 2.5x the cumulative total shareholder return of the S&...

David Berkowitz on value investing

21 Jan 2025

Contributed by Lukas

Our conversation with David Berkowitz, founder and CIO of Value Aligned Partners, covers investment strategies that focus on long-term value creators....

Garrett Delph on scaling success through process, culture, and strategy

07 Jan 2025

Contributed by Lukas

Garrett Delph, founder and CEO of Clarity Ops LLC, shares his journey from leaving corporate America to scaling multiple companies to over $50M in rev...

James Pappas on “growth activism” and customer-centric strategy

10 Dec 2024

Contributed by Lukas

James Pappas discusses his journey from the family restaurant business to consumer and retail finance roles at Goldman Sachs and Bank of America to fo...

How to build a high-performance finance team with Carl Lukach

19 Nov 2024

Contributed by Lukas

Former Univar CFO and veteran of the chemical industry, Carl Lukach, discusses CFO strategy and financial leadership best practices. Carl emphasizes t...

Brian Tomlinson on how sustainability drives long-term value

05 Nov 2024

Contributed by Lukas

Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Brian and our host, Greg Milano, explore how boards and ma...

Ken Fisher shares CFO lessons on strategy, execution, and M&A

22 Oct 2024

Contributed by Lukas

Ken Fisher, CFO of Champion X, discusses his extensive career in finance and leadership roles across industries, including his time at Noble Energy, S...

Getting more out of IR and financial reporting with Shiva Rajgopal

08 Oct 2024

Contributed by Lukas

Professor Shiva Rajgopal addresses common shortcomings in financial reporting frameworks, highlighting a lack of transparency on key metrics, costs, a...

Michael Levin on activist investing

24 Sep 2024

Contributed by Lukas

Michael Levin, experienced investor, consultant, and creator of The Activist Investor website and newsletter, explains how activists determine targets...

Fortuna Advisors’ approach to strategic resource allocation

18 Sep 2024

Contributed by Lukas

Fortuna’s Greg Milano talks capital and resource allocation best practices and highlights pitfalls, such as overinvesting in underperforming busines...

Bennett Stewart, the father of EVA (economic value added)

03 Sep 2024

Contributed by Lukas

Bennett Stewart, the “father of EVA” was co-founder of Stern Stewart and a leader in the shareholder value movement. He explains how EVA revolutio...

Donald Chew on Michael Jensen and modern corporate finance

27 Aug 2024

Contributed by Lukas

Donald Chew, author and editor-in-chief of the Journal of Applied Corporate Finance, discusses the life and legacy of the late Professor Michael Jense...

Steve O’Byrne on executive pay, wealth leverage & employee value added

20 Aug 2024

Contributed by Lukas

Steve O’Byrne is among the most knowledgeable experts on executive pay practices, hands down. He shares his insights on the evolution of performance...

Dr. Anastassia Lauterbach on democratizing artificial intelligence

14 Aug 2024

Contributed by Lukas

Our discussion with Dr. Anastassia Lauterbach explores the transformative power of AI, discussing its potential across industries, the impact of the E...

Fortuna Advisors' approach to value-based management

07 Aug 2024

Contributed by Lukas

Value management means applying objective valuation principles to strategy, resource allocation, and performance measurement processes to deliver sust...

Dr. Mark Frigo on strategic life-cycle analysis and more

30 Jul 2024

Contributed by Lukas

Dr. Mark Frigo, professor and founding director of the Center for Strategy Execution and Valuation at DePaul University, discusses the importance of l...

Kimberly Casiano on continuous learning, long-term focus, and “eulogy” virtues

23 Jul 2024

Contributed by Lukas

Kimberly Casiano, board member of Ford Motor Company, Mutual of America Financial Group, and the Federal Home Loan Bank of Atlanta, shares her story, ...

Ramesh Karnani on aligning strategy with value creation

16 Jul 2024

Contributed by Lukas

Ramesh Karnani explains the importance of approaching strategy from a shareholder value perspective and considers some of the problems that can result...

Professor Srivastava on how modern business models require an accounting overhaul

09 Jul 2024

Contributed by Lukas

World-renowned Professor Anup Srivastava discusses the challenges of valuing, investing in, and developing intangible assets in today's corporate...

Greg Milano on relative TSR and incentives gone wrong

02 Jul 2024

Contributed by Lukas

Fortuna Advisors CEO Greg Milano discusses flaws in corporate incentive plans that encourage bad behaviors, from financial manipulation to more subtle...

Sean Pelkey shares the Great Success Story of CSX

25 Jun 2024

Contributed by Lukas

Sean Pelkey, CFO of CSX Corporation, discusses the railroad company’s stunning transformation in the face of stark headwinds and a devastating loss ...

Jeff Greene explores the Capital Allocation Paradox

18 Jun 2024

Contributed by Lukas

Jeff Greene explains why capital allocation is so important, what companies typically do wrong, and his view on the main tenets of good capital alloca...

Steve Chopp on value management in mid-sized private companies

11 Jun 2024

Contributed by Lukas

Steve Chopp, currently CFO and EVP of Strategy for Lief Labs, describes his experiences implementing value-based management at smaller private compani...

Ryan Barker on how brand investments create value

04 Jun 2024

Contributed by Lukas

Ryan Barker explains how critical brand love is in driving total shareholder return.  He is the CEO and founder of BERA Brand Management and has been...

Anna Catalano on avoiding disruption

28 May 2024

Contributed by Lukas

With Anna Catalano’s extensive experience as a board director across many industries and as a former executive in energy, she shares insights that a...

Scott Morrison and the longest running EVA Company

21 May 2024

Contributed by Lukas

Scott Morrison recently stepped down from being CFO of Ball Corporation, the longest running user of EVA, which is economic value added. Over his tenu...

Pamela Savino on authentic leadership

14 May 2024

Contributed by Lukas

Pamela Savino, CEO and founder of Live Authentically, says “There's nothing more magnetic than a leader who's in touch with who they truly...

Gary Bischoping on operationalizing value creation

07 May 2024

Contributed by Lukas

Gary Bischoping, a partner at private equity firm Hellman & Friedman and former CFO of Finastra and Varian Medical Systems, explains how “operat...

Glenn Welling on how activists create value

30 Apr 2024

Contributed by Lukas

Investing in small and mid-cap public companies can be tricky, but Glenn Welling, founder and chief investment officer of Engaged Capital, has made a ...

Paul Clancy’s CFO view of activist investors

19 Apr 2024

Contributed by Lukas

Paul Clancy successfully engaged with activist investors for more than a decade as CFO of Biogen, then Alexion. A stalwart believer in value-based man...