Private Equity Profits

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The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entreprene

Seth Greene


    • Apr 5, 2023 LATEST EPISODE
    • every other week NEW EPISODES
    • 28m AVG DURATION
    • 72 EPISODES


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    Latest episodes from Private Equity Profits

    Ep71: Investing Like the .001%

    Play Episode Listen Later Apr 5, 2023 17:16


    Salvatore M. Buscemi is the CEO and Co-Founding Partner of HRN, LLC a private multi-family investment office, and CEO for Dandrew Partners Capital Management, his own investment office. Top of Form Listen to this informative Private Equity Profit episode with Sal Buscemi about investing like the 1%. Here are some of the beneficial topics covered on this week's show: Sal tells Seth how and why he created the Fine Art Enhancing Credit Fund; and fine art investing and how this can be used as an income replacement for real estate. Sal explains that private equity is not risky when you can control the terms and the price you get in. Sal discusses that leverage is one of the most important lessons he's learned.    Connect with Seth: · Website - https://marketdominationllc.com · Podcast: https://apple.co/2TITKym · LinkedIn - https://www.linkedin.com/in/sethgreene/ · Facebook - https://www.facebook.com/sethngreene · Twitter - https://twitter.com/mktdominationus?lang=en · YouTube - https://www.youtube.com/user/APMFunnel · Link to Forbes - https://www.forbes.com/sites/kateharrison/2018/05/16/is-podcast-marketing-right-for-your-business/?sh=189de5af2669   Learn more about your ad choices. Visit megaphone.fm/adchoices

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    Ep70: Real Estate Returns without Real Estate - Prime DeFi

    Play Episode Listen Later Mar 29, 2023 18:44


    Private Equity Profit Podcast with Cliff Locks and Seth Greene Episode 070 Real Estate Returns without Real Estate - Prime DeFi with Dan Ryder   Dan Ryder is the founder of Prime DeFi, the World's #1 DeFi education company obsessed with helping clients achieve financial freedom leveraging DeFiCashFlow opportunities. Listen to this informative Private Equity Profit episode with Dan Ryder about decentralized finance. Here are some of the beneficial topics covered on this week's show: Prime DeFi focuses on educating people on how to participate in defi opportunities to achieve financial freedom. Dan explains decentralized finance and the removal of the ‘middle man' – (think of self-checkout.) “DeFi allows you to have all the perks of real estate returns, without the baggage of real estate.”     Connect with Seth: Website - https://marketdominationllc.com · Podcast: https://apple.co/2TITKym · LinkedIn - https://www.linkedin.com/in/sethgreene/ · Facebook - https://www.facebook.com/sethngreene · Twitter - https://twitter.com/mktdominationus?lang=en · YouTube - https://www.youtube.com/user/APMFunnel Learn more about your ad choices. Visit megaphone.fm/adchoices

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    Ep69: Scaling Fast and Smart by using Brilliant Advisors and Coaches

    Play Episode Listen Later Mar 22, 2023 35:04


    Private Equity Profit Podcast with Cliff Locks Episode 069 Scaling Fast and Smart by using Brilliant Advisors and Coaches Eric Estevez   Eric Estevez graduated from the University of Miami with a degree in International Finance and Marketing and was a 14-year leadership veteran for two Fortune 50 companies (Target and Walmart). While there, he started exploring entrepreneurial opportunities. He wrote a children's book, flipped mobile apps, and then started investing in real estate, which led him to leave his corporate job and start a mortgage lending branch with his father. Listen to this inspiring Private Equity Profit episode with Eric Estevez about scaling your business.   Here are some of the beneficial topics covered on this week's show: Eric discusses the importance of leadership and having the right team in order to successfully scale. Always be learning! Eric explains to Cliff that continuing education and training is a fundamental characteristic in being successful in the industry. Be accountable to your daily activities; that can be difficult when you are your own boss.     Connect with Eric: ●     Tiktok - https://www.tiktok.com/@ericthelender ●     Facebook - https://www.facebook.com/EricEstevez1652378/ ●     Instagram - https://www.instagram.com/ericestevez/ ●     LinkedIn - https://www.linkedin.com/in/eric-estevez-133b1946/ ●     Website: https://www.ericestevezthelender.com/   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep68: Advantages of working with M&A Experts when Selling a Portfolio Company

    Play Episode Listen Later Mar 15, 2023 20:00


    Private Equity Profit Podcast with Cliff Locks Episode 068 Advantages of working with M&A Experts when Selling a Portfolio Company with Jacob Koenig Jacob is responsible for managing the sale process from bid through closing and serves as a trusted advisor for Woodbridge's clients. Prior to joining Woodbridge, Jacob spent 12 years at Goldman Sachs in Asia, most recently as Executive Director, heading Execution Services in Taiwan. His team covered more than 500 institutional clients globally. Top of Form Listen to this informative Private Equity Profit episode with Jacob about mergers and acquisitions.   Here are some of the beneficial topics covered on this week's show: Jacob explains the biggest obstacles in M&A: working through the emotions of selling a business. Jacob and his team focus is on finding the best fit for the company. Jacob and Cliff talk about the importance of preparing management when selling a portfolio company. The ‘closers' main focus are the needs of that particular transaction.     Connect with Jacob: LinkedIn: https://www.linkedin.com/in/jacobkoenig/   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep67: Creating a Spectacular Life in Private Equity: Tips and Strategies

    Play Episode Listen Later Mar 8, 2023 17:32


    Jeff Higgins has been a self-employed real estate investor for the last 17 years. Jeff is continuing to accumulate cash flowing rental properties but also pursuing passion projects like his work with the men's group, the Fraternity of Excellence. Jeff enjoys coaching men to find their inner strength and become their best. Listen to this informative Private Equity Profit episode with Jeff Higgins about helping men get to the next level.   Here are some of the beneficial topics covered on this week's show: The fraternity of excellence and the help it provides men with fatherhood, finance, and marriage. “Let the cash flow be your guide.” Jeff discusses why men are not fulfilling their potential.       Connect with Jeff: Website:   http://www.fraternityofexcellence.com/  Missionofexcellence.com Mensvictoryalliance.com Twitter: http://twitter.com/jeffreyhiggins Instagram: http://instagram.com/jeffhig Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep66: Fight Inflation with Precious Metals Royalties & Streaming Interest

    Play Episode Listen Later Mar 1, 2023 32:24


    Today we welcome David Garofalo to our show. David is the Chief Executive Officer, President, and Chairman of the board of directors of Gold Royalty. David is a globally recognized chief executive with over 30 years of experience in creating and growing multibillion-dollar sustainable mining businesses. He is here to educate us on how important the precious metals royalty market is to the mining industry and how you can diversify your investment portfolio. Top of Form Listen to this informative Private Equity Profit episode with David Garofalo about investing in gold.   Here are some of the beneficial topics covered on this week's show: Gold is not a commodity, it is a currency, with zero interest rates. Gold is one currency you cannot print or manipulate. Base metals are driven by the fundamentals of supply and demand.       Connect with David: Website: https://goldroyalty.com/ Twitter: https://twitter.com/GoldRoyaltyCorp LinkedIn: in/GoldRoyaltyCorp Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep65: Boosting Trust by Navigating Cybersecurity & Privacy in the Digital Age

    Play Episode Listen Later Feb 22, 2023 25:14


    Justin's corporate practice consists of representing domestic and international businesses and business owners in all aspects of their growth cycles, from structuring new ventures, raising capital, deploying technology, and advising about acquisitions and divestitures to reviewing and negotiating key vendor, employment, and customer contracts. He has closed M&A transactions valued collectively at more than $2 billion. Listen to this informative Private Equity Profit episode with Justin Daniels about cybersecurity.   Here are some of the beneficial topics covered on this week's show: Justin makes the correlation how you treat someone's data is a direct reflection of how you treat them. Justin discusses the three ‘buckets' of cybersecurity. 1. investments 2. Making Operations 3. Incident Response Justin also talks about the book he and his wife wrote for the non-technical business executives to help educate non-technical business executives on creating trust regarding cybersecurity.       Connect with Justin: Website: www.bakerdonelson.com LinkedIn: https://www.linkedin.com/in/justinsdaniels/ Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep64: How to Design Your Legacy for Success and Empower the Next Generation

    Play Episode Listen Later Feb 15, 2023 32:39


    Chris Molenaar is a top agent in Saskatoon Canada. He's a 2X icon award winner with eXp and was actually the 1st agent to join eXp Realty in Saskatoon. He's managed to build a real estate team there locally and recently surpassed 100 agents in his rev share group. Chris teaches real estate lead generation and social media marketing to real estate agents across Canada and internationally.   Listen to this informative Private Equity Profit episode with Chris Molenaar about setting up the next generation for success.   Here are some of the beneficial topics covered on this week's show: The importance of teaching the next generation personal responsibility and not taking things for granted. Knowing your family member and their strengths and weaknesses to set up succession planning. The role of social media in this generation; and how social media shows the best and worst.     Connect with Chris Molenaar: Website: https://chrismolenaar.exprealty.com Facebook: https://www.facebook.com/cmolenaar Facebook Page: https://www.facebook.com/therealchrismolenaar Twitter: https://twitter.com/12Molenaar Linkedin: https://www.linkedin.com/in/chrismolenaar/ Youtube: https://www.youtube.com/channel/UCTlBYNkVtOmRpM1W-CNNugw Instagram: https://www.instagram.com/molenaarchris_/ Tiktok: https://www.tiktok.com/@molenaarchris_   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep63: Enhancing Your Success Through Building Trust

    Play Episode Listen Later Feb 8, 2023 28:20


    Natalie is the author of The Power of Trust: How Top Companies Build, Manage and Protect It and President of Success Through Trust. She's been named one of the world's Top Thought Leaders in Trust for 5 years in a row by Trust Across America. Other leaders who have been named include Howard Schultz founder and CEO of Starbucks and author Steven Covey. Natalie is recognized as one of Canada's Most Inspiring Women Business Leaders and Entrepreneurs. She's on a mission to help business owners and leaders grow their companies by helping them build relationships of trust with their customers and colleagues. Natalie's training programs are based on research and science conducted over ten years and tested by 1,000's of individuals. A regular podcast guest and writer, she is a contributor to Forbes and featured in Economist Impact as a "Business Trust Expert.” Listen to this informative Private Equity Profit episode with Natalie Doyle Oldfield about the science behind trust.   Here are some of the beneficial topics covered on this week's show: Natalie discusses the ‘science of how we trust' and how to build trust with your clients. How to determine your trust index to get a trust equity score. Natalie explains, higher trust equity correlates to customer loyalty.     Connect with Natalie Doyle Oldfield: LinkedIn: www.linkedin.com/in/nataliedoyleoldfield YouTube: https://www.youtube.com/@nataliedoyleoldfield7668 Links Mentioned: https://www.successthroughtrust.com Natalie's book summary: The Power of Trust; How Top Companies, Build, Manage & Protect It Natalie's book summary on website: website book summary here   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep62: Partner for Financing Success. Value Creation with Rising Interest Rates

    Play Episode Listen Later Jan 25, 2023 42:03


    As Managing Director and Head of Roynat Equity Partners, Mark is responsible for leading all aspects of the investment process, including sourcing, transaction execution and portfolio oversight. His mandate is to focus on opportunities across Canada and ensure that both Roynat Equity Partners' and its portfolio companies' goals are met.  Mark has extensive experience with investments and operations in small and medium sized businesses. Prior to joining Roynat, he was the head of Mergers and Acquisitions at Lynx Equity, a Toronto-based diversified private equity firm focused on acquiring small and medium-sized businesses. At Lynx, Mark was responsible for sourcing and executing new acquisitions, monitoring and overseeing existing portfolio companies, and developing the firm's strategic direction. During his tenure at Lynx, the portfolio grew to 45 operating businesses with revenue in excess of $400M CAD. Prior to working at Lynx, Mark was the CEO and founder of OutdoorPartnerMedia which grew to be a publicly-traded company with a market capitalization of $60 million and displays in major cities in the United States. Prior to founding OutdoorPartner, Mark worked as an investment banking professional at Salomon Smith Barney in New York, and a corporate lawyer at Heenan Blaikie in Toronto.  Mark received an LL.B/MBA from the University of Toronto, where he won the Hewlett Packard Award for top performance in Finance. He also graduated with honours from the University of Western Ontario with a B.A. in social science and statistics. Listen to this informative Private Equity Profit episode with Mark Brodkin about partnering for financing success.   Here are some of the beneficial topics covered on this week's show: The correlation between having a good management team and lending. The importance of trusting your team and how that trust makes you grow. “If any business can ruin your week with one call, it's not a good investment.”     Connect with Mark: Website: www.roynat.com LinkedIn: https://www.linkedin.com/in/mark-brodkin-8872759/?originalSubdomain=ca   Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/coached_beyond_success/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/      Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep61: Simplifying the Mortgage Process

    Play Episode Listen Later Jan 11, 2023 36:43


    Eilon Shalev is a recent MBA graduate from the MIT Sloan School of Management At Sloan, he co founded Blockchain Lab which was the first-ever, project-based MIT Blockchain class in cooperation with the Digital Currency Initiative (DCI) which is a part of the MIT Media Lab. He successfully completed the Entrepreneurship & Innovating Track. He is the Founder & CEO of Elphi, a company streamlining the mortgage lifecycle from origination to securitization. Prior to MIT Sloan, Eilon served his country for 12.5 years, configurating, Adopting, and implementing cutting-edge enterprise software. He wrote a novel at the age of 23 and was the first-ever Israeli to crowdfund a project in Israel, financing the publishing of his book. Eilon has a BA in Economics from Ben-Gurion University Listen to this informative Private Equity Profit episode with Eilon Shalev about Elphi and mortgages. Here are some of the beneficial topics covered on this week's show: How Elphi simplifies the mortgage process The use of artifical intelligence in mortgages   Connect with Eilon: https://www.elphi.io Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep60: PE 2022 Year in Review and A Look Forward to 2023 The Value of Boards & their Fiduciary Responsibilities

    Play Episode Listen Later Jan 4, 2023 17:02


    Private Equity Profit Podcast with Cliff Locks Episode 060: New Year's Message from Cliff   Listen to this informative Private Equity Profit episode about 2023.   Here are some of the beneficial topics covered on this week's show: biggest challenge for growth in 2023 best new opportunities for 2023  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep59: Cliff Locks Interview - Enhancing PE Portfolio Value - Invest $5 Million Early to Drive $50 Million and $100 Million Exits

    Play Episode Listen Later Dec 28, 2022 28:24


    Private Equity Profit Podcast with Cliff Locks Episode 059: Cliff Locks Interview – Enhancing PE Portfolio Value – Invest $5 Million Early to Drive $50 Million & $100 Million Exits This week, the tables are turned, as Seth Greene interviews Cliff. Learn more about Cliff Locks and Investment Capital Growth.   Here are some of the beneficial topics covered on this week's show: Understanding a company's culture Build your relationships to scale your organization Listening and identifying a company's needs Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep58: The Best of Season One, Part 2

    Play Episode Listen Later Dec 21, 2022 33:24


    Private Equity Profit Podcast with Cliff Locks Episode 052 Best of Season One Part 2: Alternative Investing Listen to this informative Private Equity Profit episode with Alternative Investing.   Here are some of the beneficial topics covered on this week's show: Looking at the market for alternative investing Risk and rewards associated with alternative investing Value and price in the market     Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep57: The Best of Season One

    Play Episode Listen Later Dec 14, 2022 27:59


    Private Equity Profit Podcast with Cliff Locks Episode 057 The Best of Season One “Family Values” Listen to this special Private Equity Profit episode with clips from Season One regarding families and wealth.   Here are some of the beneficial topics covered on this week's show: Does more money really mean more problems? How do people gain and retain wealth to pass to future generations? How do I protect generational wealth?       Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep56: Gain Value with Cliff

    Play Episode Listen Later Dec 7, 2022 5:11


    Private Equity Profit Podcast with Cliff Locks Episode 56 Gain Value with Cliff   Clifford K. Locks is the founder and president of Investment Capital Growth, a strategy, and operations management consulting firm that works with senior management and CEOs to drive the process from planning to implementation and obtaining bottom-line results. Clifford is a Certified - Professional Masters Independent Board of Director by the American College of Corporate Directors. Here are some of the beneficial topics covered on this week's show: M&A Hyper Accellerator program CK Locks Consulting       Connect with Cliff: Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep55: Preparing your Portfolio Companies for a Successful Exit with the M&A Hyper Accelerator Educational Program

    Play Episode Listen Later Nov 30, 2022 14:34


    Private Equity Profit Podcast with Cliff Locks Episode 055 Preparing your Portfolio Companies for a Successful Exit with the M&A Hyper Accelerator Educational Program with Cliff Locks Listen to this special Private Equity Profit episode with Cliff Locks as he discusses an opportunity for portfolio companies to help ensure they will sell with a 1.5x average valuation increase. He introduces the M&A Hyper Accelerator Educational Program. The program is designed to help companies prepare for their exit and maximize their value. Here are some of the beneficial topics covered on this week's show: The importance of preparing portfolio company executives for a successful exit The value of the M&A Hyperaccelerator educational program The potential for a 1.5x average valuation increase for companies that go through the program Connect with Cliff: M&A Hyper Accelerator Educational Program https://www.startupcourse.com/ cliff@investmentcapitalgrowth.com https://www.investmentcapitalgrowth.com/ (631) 338-2114 Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 54: Capturing the Growth Trajectory and Disruptive Value of the Blockchain

    Play Episode Listen Later Nov 23, 2022 21:10


    Bryan Ritchie, CEO of SIMBA Chain, has spent 30 years in the technology and software innovation industries, leading the company's highly successful government contracting business unit. Ritchie comes to SIMBA Chain from the IDEA Center at the University of Notre Dame, where he served as CEO and head of the Investment Committee for the Pit Road Fund. Prior to that, he ran commercialization and startups at the University of Utah and Michigan State University, helping launch more than 600 startups. He is a serial entrepreneur and startup venture de-risking expert. Prior to being named CEO, Ritchie served as chairman of the SIMBA Chain board as well as a key adviser on the Series A fundraise, which generated tremendous excitement among Silicon Valley investors, including lead investor, Valley Capital Partners. Phil Koen has replaced Ritchie as chair of the SIMBA Chain board. Listen to this compelling Private Equity Profit episode with Bryan Ritchie about simplifying the complex task of interfacing with web applications using different blockchains. Here are some of the beneficial topics covered on this week's show: The potential for blockchain technology to revolutionize the way we interact with web applications, eliminating the need for trusted intermediaries. The challenges associated with developing blockchain applications, including the need for specialized skillsets and knowledge of how to run a decentralized community. The vision for Simba Chain as a tool to help bridge the gap between Web 2.0 and Web 3.0 applications, simplifying the process for enterprises to adopt blockchain technology.     Connect with Bryan: Website https://simbachain.com/ LinkedIn  https://www.linkedin.com/in/bryan-ritchie-7161b72/ https://www.linkedin.com/company/simbachain/ Twitter https://twitter.com/SimbaChain YouTube https://www.youtube.com/simbachain GitHub https://github.com/SIMBAChain Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 53: The Great Transition In Finance

    Play Episode Listen Later Nov 16, 2022 44:48


    Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York. In a world of increasing financial power for the individual, Emmanuel Daniel unpacks what this means for the future of financial institutions and markets.  In this episode, you will learn: How will the personalization of finance affect traditional financial institutions?  What role will new technologies play in the personalization of finance? How will the data that sits outside of traditional financial institutions become more important than the data that sits within them?     Connect with Emmanuel: Website: https://www.emmanueldaniel.com/   Social Media: Twitter - https://twitter.com/EmmanuelDaniel Facebook - https://www.facebook.com/emmanueldanielasianbanker Instagram - https://www.instagram.com/edanielmoments/ LinkedIn - https://www.linkedin.com/in/emmanuel-daniel-5764482/ YouTube - https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos   Book: "The Great Transition - Personalization of Finance Is Here"   Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep52: Alternative Investments, Early Tax Planning is Key, and Protecting Your Legacy with NextGen Prep

    Play Episode Listen Later Nov 9, 2022 27:17


    Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor, and nationally recognized financial expert featured in Forbes, Fox News, and New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry's purpose is to help create millions of financially solvent families who can achieve greater financial freedom and share the truth about money.Top of Form Listen to this insightful Private Equity Profit episode with Jerry Fetta about sound investing strategies and financial education for your children best pave the way for generational wealth.   Here are some of the beneficial topics covered on this week's show: The importance of basic financial literacy for everyone, starting at a young age Teaching your children how to manage and grow assets for generations Jerry's 6 tenets of investing wisely Degrees of passive income- how much oversight is required of you? Opportunities to leverage your investments for optimal returns Are there recession proof assets? Tax advantageous assets?     Connect with Jerry: Website https://wealthdynamx.com/ Facebook https://www.facebook.com/WealthDynamX/ Twitter https://twitter.com/JerryFetta LinkedIn https://www.linkedin.com/in/jerry-fetta/ Instagram https://www.instagram.com/jerryfetta/ YouTube https://www.youtube.com/channel/UCsGCnD2cXDbNj53GH4y50zg?view_as=subscriber Links Mentioned: Weiss Bank Ratings https://weissratings.com/en/products/bank-ratings Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 51: The Tremendous Value of Partnering with Private Equity + Getting the Tech Stack Right in your Portfolio Companies

    Play Episode Listen Later Nov 2, 2022 39:50


    Kelley Powell is CEO and partner of MacLaurin Group, a company providing technology operating partner services to portfolios of private equity companies. Supporting companies in growth and M&A activities, Kelley brings a unique experience from founder-led organization to multiple private equity-led cycles. Kelley is an avid mentor, angel investor, and chairwoman for the da Vinci Center for Innovation Angels Advisory Board at VCU. She's also a board member of the Richmond chapter of the Association for Corporate Growth, and in 2020 was appointed by Governor Northam to serve as a member of the Virginia Council on Women.Top of Form Listen to this insightful Private Equity Profit episode with Kelley Powell about finding out if and when private equity is the right plan for you.   Here are some of the beneficial topics covered on this week's show: Beyond the highest bidder- when seeking a private equity investor, where do your values and company culture align? Be prepared to walk away from a great deal, if the alignment is not there. What do private equity firms look for when investing in other companies? What does it look like after you have brought a private equity investor on board? How do you learn to cede some of the control you once had? Setting expectations up front on what you want to accomplish together. Establish metrics for success. Looking at proven track records, portfolios, and CEOs of private equity firms as your due diligence. How does a technology operating partner relate to private equity?     Connect with Kelley: https://kelleywpowell.com/ MacLaurinGroup.com LinkedIn @kelleywpowell Twitter @ke11eyp kelley@kelleywpowell.com Get Involved with Walk to End Alzheimer's   M&A Accelerator Program Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep50: How to Make Money in Real Estate: The Importance of Cash Flow

    Play Episode Listen Later Oct 26, 2022 28:23


    As a successful investor, Derek Dombeck has surfed the ups and downs of the market since 2003. Derek's expertise ranges from creative deal structuring, wholesaling, flipping, and land lording, to lending and investing throughout the years. He has been involved in thousands of transactions in his career; and what sets him apart is his love for people and their success. Derek has an uncanny gift for problem solving and negotiating; and he enjoys using his gifts and knowledge to help people out, sometimes when they have nowhere else to turn. He puts together creative solutions for sellers that few other investors can, and with his team's support, they always deliver. Derek co-owns a private lending company called Best REI Funding, a real estate acquisition company and hosts three national mastermind groups called REI Circle of Trust. They also run an annual advanced strategies and networking event for real estate investors called Generations of Wealth Voyage (gowvoyage.com). Derek is dedicated to giving back to his community. He founded and ran the ​Central Wisconsin Real Estate Investors Association and later merged with WiscoREIA, based out of Wausau Wisconsin. There he coaches and teaches other real estate investors his keys to success. Listen to this eye-opening Private Equity Profit episode with Derek Dombeck about the challenges and pitfalls of investing in real estate.   Here are some of the beneficial topics covered on this week's show: The importance of cash flow in the real estate industry What mistakes investors make when seeking lending partners for real estate investments. The real estate market is overpriced, interest rates are going up. What can you do?   Get your Free Copy of Derek's upcoming book by emailing Derek: derek@bestreifunding.com   Connect with Derek: LinkedIn https://www.linkedin.com/in/derek-dombeck-0246b323/ Best REI Funding: https://bestreifunding.com/ Generations of Wealth: https://gowvoyage.com/ Circle of Trust: https://www.reicot.com/     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep49: Multi-Family Real Estate Investing: Making Sense of Calculated Risks

    Play Episode Listen Later Oct 19, 2022 35:00


    Michael Episcope is principal of Origin Investments, co-chairs the Investment Committee and oversees investor relations, marketing, and company operations. Origin is in the top 1% of private real estate North America-focused fund managers by Preqin. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He regularly contributes to Forbes, Entrepreneur and Huff Post, as well as frequently speaks on real estate investment panels and podcasts. After a 16-year trading career, rising through the ranks of the Chicago Mercantile Exchange, and twice named one of the top 100 traders in the world by Trader Monthly Magazine, Michael cashed in his chips and retired from trading in late 2005. His new focus was on managing the wealth he accumulated and enrolled in the Real Estate Master's Program at DePaul University. Michael learned about the physical aspects of real estate in his youth as he helped his grandfather manage his apartment buildings on Chicago's west side, so it was natural and comfortable that he returned to those roots. In 2007, Michael and business partner, David Scherer, founded Origin Investments. In the 14 years since its inception, Origin has executed more than $2.3 billion in real estate transactions, with an average equity multiple of 2.4x, and has never produced a realized loss for any of their 1,400 investment partners. Origin's team manages more than 5,000 multi-family units in 14 cities, across 8 states, giving their investors the peace of mind of stability in their returns because they aren't reliant on any single market. Origin pride themselves on offering unparalleled service to their investors and their performance ranks them in the top 1% of private real estate North America-focused fund managers by Preqin, an independent provider of data on alternative investments. Listen to this illuminating Private Equity Profit episode with Michael Episcope about real estate investment funds in multi-family units and how to take calculated risks while maximizing returns.   Here are some of the beneficial topics covered on this week's show: What really is Risk Management? How do you take calculated risks? Learn about the strategies Origin trains its investors in. Which types investments are tax efficient, and which are not? Why Michael believes the real estate product is not good to meld into a true private equity model. How to take future generations into consideration when making investment decisions.     Connect with Michael: Website https://origininvestments.com/ LinkedIn (Michael) https://www.linkedin.com/in/michaelepiscope/ @michaelepiscope LinkedIn (Origin) https://www.linkedin.com/company/origininvestments/ @origininvestments Instagram https://www.instagram.com/origininvestments/ @origininvestments Facebook https://www.facebook.com/origininvestments/ @origininvestments Twitter https://twitter.com/OriginInvests @origininvests YouTube https://www.youtube.com/channel/UCdiMT79OST_AV7Q9mD_txEA Links Mentioned: The Psychology of Money https://amzn.to/3g9A5H6 Email Michael michael@origininvestments.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 40: The Amazing Growth Opportunities for Passive Investment in Agriculture and Farmland

    Play Episode Listen Later Jul 28, 2022 30:09


    The Amazing Growth Opportunities for Passive Investment in Agriculture and Farmland – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 040 Peter Badger  Peter Badger has been a full-time investor in Real Estate and Agriculture over the last 8 years and recently joined Farmfolio as Chief Strategy Officer. Peter brings a multitude of skills to Farmfolio after spending 18 years on Wall Street and a decade in Silicon Valley. He is data and process driven and drives strategy, sales, and distribution for Farmfolio's LOTs products. Before becoming a full-time investor, Peter co-founded and led Framehawk, an enterprise software company, through to acquisition by Citrix Systems. Prior to co-founding Framehawk, he held leadership roles in technology strategy, enterprise architecture, and software development at Barclays Global Investors, Qwest Communications, Merrill Lynch, Credit Suisse, and Morgan Stanley. After earning his BEng (Hons) in Computer Systems and Electronics from King's College, London University. Listen to this informative Private Equity Profits episode with Peter Badger about the amazing growth opportunities with investments in agriculture and farmland.   Here are some of the beneficial topics covered on this week's show:   ·      The difference between running the business and creating the business ·      Working on Wall Street and drinking the Kool Aid of opportunities in investments ·      Being motivated to not only create your wealth but to maintain it ·      Making your money in public and private company stock and then diverting it into real assets ·      Agriculture as intra-generational wealth building ·      The difficulty for individual investors to get into farmland projects ·      Finding the products that are in demand in your grocery store and finding the farms overseas that produce them     Connect with Peter: Links Mentioned: www.farmfolio/net/privateequityprofits Email: peter@farmfolio.net Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 48: Making Positive Social and Environmental Impacts with Alternative Investments

    Play Episode Listen Later Jun 29, 2022 23:15


    Making Positive Social and Environmental Impacts with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 048 Joshua Ziegelbaum Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.    Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Listen to this informative Private Equity Profits episode with Josh Ziegelbaum about making positive social and environmental impacts with alternative investments.   Here are some of the beneficial topics covered on this week's show: Diversifying your investments among different marketplaces and assets Less transparency within the alternative investment space Instability at home and looking abroad for investments Making positive social and environmental impact as part of your investments Accommodating a client's need to fully understand their investments     Connect with Josh: Website: http://www.legacy-group.co/ Email: Investor.relations@legacy-group.co   Connect with Seth: Email seth@marketdominationllc.com Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 47: Preserving Family Wealth Through A Family Office And Developing An Empowered Rising Generation

    Play Episode Listen Later Jun 22, 2022 32:00


    Preserving Family Wealth Through A Family Office And Developing An Empowered Rising Generation – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 047 Sean A. Miller Sean A. Miller is the Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC with the primary responsibilities of both research and the implementation of investment ideas. Mr. Miller started Miller Asset Solutions LLC in April 2010. Prior to starting Miller Asset Solutions, LLC, Mr. Miller founded the Investment Management & Trust Division of Virginia National Bank in 2000 (now VNB Wealth Management) and until March 31, 2010 served as the firm's Portfolio Manager, Investment Research Analyst and Trust Officer. Mr. Miller began his investment management career with Sanford C. Bernstein as a Financial Advisor Associate in their West Palm Beach, FL office in 1996 and was asked to open their Washington D.C. office in 1998. From 1998 to 1999 he served as Investment Planning Analyst for the firm in Washington, D.C. Listen to this informative Private Equity Profits episode with Sean A. Miller about preserving family wealth.   Here are some of the beneficial topics covered on this week's show: Waiting for investments to come to you Focusing on capital allocation as opposed to asset allocation Avoiding the urge to move during times of volatility Title insurance securities and other assets as recession resistant investments Standing on the shoulders of giants to make smart investments Opening a firm to use 15 years of experience to help clients Operating from a moral and ethical high ground Offering family office services to service the intimate needs of a family Connect with Sean: Website: www.millerasset.com Email: sean@millerasset.com   Connect with Seth: Email seth@marketdominationllc.com   Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 46: The Value Of Alternative Investments During Periods of Volatility

    Play Episode Listen Later Jun 15, 2022 25:15


    The Value Of Alternative Investments During Periods of Volatility – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 046 Ben Carmona Ben Carmona is a Managing Partner at Perch Wealth. With over 20 years of applied experience, Ben is an expert in real estate investments, structures, and strategies. Through his tenure at some of the most prominent industry leading investment management firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he was involved in acquisitions, finance, due diligence, underwriting, product structuring/syndication, and sales management, Ben has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products -TICs (Tenant-in-Common), DSTs (Delaware Statutory Trusts), Non-Listed Real Estate Investment Trusts (REITs), Non-Listed Business Development Companies (BDCs), private equity and debt funds, Interval Funds, and other private placement syndications. Ben's various executive roles and work within the financial services industry have helped hone his business instincts and acumen. His career has led him to become uniquely qualified to provide guidance on how products are structured and operated. His insight—along with his ability to uncover key variables that play a significant part in the probability of success for a particular investment—is critical to meeting his clients' financial goals. Listen to this informative Private Equity Profits episode with Ben Carmona about the value of alternative investments during times of volatility.   Here are some of the beneficial topics covered on this week's show: The niche of private real estate securities Opening a firm to use 15 years of experience to help clients Operating from a moral and ethical high ground Looking at the next five years and mitigating risk Smart investments in healthcare Trending alternative investments to weather the storm Educating and advising, not selling DST's for the 1031 Exchange to move from active investing to passive investing   Connect with Ben: Website: www.perchwealth.com                Connect with Seth: Email seth@marketdominationllc.com Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 45: Understanding Underlining Economics Allows The Right Deals To Get Done With Flexibility And Creativity

    Play Episode Listen Later May 11, 2022 37:10


    Understanding Underlining Economics Allows The Right Deals To Get Done With Flexibility And Creativity – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 045 Jeremy Mercer Jeremy Mercer is the CEO of Matador Capital, a private equity company that specializes in the ownership and operation of commercial real estate properties in the greater Southwest of the United States. Matador Capital focuses on industrial warehouses, manufacturing facilities, flex space, and other industry-based service sectors; along with lending on commercial real estate assets. Jeremy is also the vice president of Mercer Company, the leading commercial real estate company in the Dallas-Fort Worth Metroplex. Mercer Company does more than provide strategic consulting, transactional services, and investment sales opportunities, they partner with their clients to make the right deal, together.  Listen to this informative Private Equity Profits episode with Jeremy Mercer about getting the right deals done by understanding the underlying economics.   Here are some of the beneficial topics covered on this week's show:   A start in property management, a move to brokerage, and real estate investments along the way Private Equity's growing interest in commercial real estate Owning several businesses and finding the right person to run them The importance of finding your real estate niche Sticking to your plan, executing it, and not deviating from it The challenge of getting the right information and vetting it for a potential investment Trust as a crucial element of a good deal Working with your tenant during a recession Examining a property's leases as a big part of due diligence What the Metaverse and NFT's could mean for properties in the future The ability to find a good deal as the biggest qualification to getting in the game Connect with Jeremy: Links Mentioned: Websites: www.mercer-company.com                   www.matador-capital.com YouTube: https://www.youtube.com/channel/UCt4LLnqaqSSIMYr4nOoruDA Instagram: @jbmerco   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 44: Strategic Real Estate Investing with a Positive Community Impact Commitment

    Play Episode Listen Later Apr 27, 2022 34:59


    Strategic Real Estate Investing with a Positive Community Impact Commitment – Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 044 Jon Siegel Jon Siegel is Co-Founder and Chief Investment Officer of RailField Partners, an investment and asset management firm focused on multifamily real estate. At RailField he has primary responsibility for acquisitions, dispositions, and financing. He has over 20 years of experience in the multifamily industry and expertise in strategy, acquisitions, and financing. Prior to forming RailField, Jon was a founding partner of J.S. Watkins Partners, an advisory firm that has advised clients on over $25 billion of multifamily transactions. Clients included large financial institutions and other prominent industry players. The firm was also retained by HUD as its exclusive Loan Sale Advisor for all of its multifamily loan sales. Prior to forming J.S. Watkins Partners, he was Director of Structured Transactions in Fannie Mae's Multifamily group with responsibility for identifying, structuring, negotiating and closing large scale transactions with many of the nation's largest lenders and property owners. Jon also served as Director of Acquisitions at NHP Incorporated, the largest owner and manager of multifamily real estate in the nation, where he was responsible for transactions involving the purchase of real estate, partnership interests and operating companies.   Jon has an M.B.A. from Emory University and a B.A. from Tulane University. He resides in Chevy Chase, MD with his wife and two children where he has been an active youth sports coach for the past 10 years. Previously, Jon served as a board member of the Jewish Social Service Agency. Listen to this informative Private Equity Profits episode with Jon Siegel where we talk about strategic real estate investing with a positive community impact commitment.   Here are some of the beneficial topics covered on this week's show: The advantage that comes with experience sitting on both the donor side of the table and the lender side of the table Making lemonade out of lemons starting a real estate investment firm during the great recession Adequately assessing your risks as the foundation of sound real estate investments Looking for half of your return on investment to come through cash flow The difficulty finding good deals during times of high inflation Determining your place in the market regarding pricing and growth Skyrocketing rent growth and rising values How to approach rehabbing an investment Multi-family real estate as a recession resistant investment A comprehensive and straightforward approach to due diligence Showing the Miami Dolphins how to grow their wealth Creating positive social impact with your real estate investments       Connect with Jon: Links Mentioned www.railfieldrealty.com Email jsiegel@railfield.com   Connect with Seth seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 43: A Smart Recession Resistant Perspective to Make The Right Real Estate Investments

    Play Episode Listen Later Apr 20, 2022 31:29


    A Smart Recession Resistant Perspective to Make The Right Real Estate Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 043 Marcin Drozdz Marcin Drozdz is the Managing Partner of M1 Real Capital where he and his team focus on acquiring value-add multifamily properties throughout the southeast. When he's not on the lookout for opportunities, Marcin is teaching up-and-coming real estate investors how to raise capital & scale their real estate business. Marcin started investing in real estate in 2006 and has since sourced 9-figures in private capital that has helped acquire over 1,500 units across the US.  Listen to this informative Private Equity Profits episode with Marcin Drozdz about making the right real estate investments with a recession resistant perspective.   Here are some of the beneficial topics covered on this week's show: Discovering that real estate investments are going to make more money than your paycheck working for someone The returns relative to the risk regarding investments in real estate Making investments only when you know you can create cash flow Bad habits that develop when markets stay strong for a long period of time Buying a coke and some candy for $700,000 Preserving your purchasing power by holding onto assets in inflationary periods Having a recession-resistant perspective Looking at gross rent multipliers to make investment decisions Trends in how people live and house themselves     Connect with Marcin: Links Mentioned: www.marcindrozdz.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 42: Evaluating Real Estate Syndication and the Value of a Seasoned Sponsor

    Play Episode Listen Later Apr 13, 2022 20:19


    Evaluating Real Estate Syndication and the Value of a Seasoned Sponsor – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 042 Stephanie Walter Stephanie Walter is a capital raiser, syndicator, real estate investor and CEO of Erbe Wealth, banking for active real estate investors looking to build legacy wealth with investing. After 8 years in the corporate world, Stephanie was tired of the 2% raises and knew they just weren't going to cut it. She decided to start an insurance agency but still found herself stuck with money. It wasn't until she attended a bootcamp on apartment complex investing when her money mindset completely shifted and her world changed. It was then, that Stephanie founded ERBE Wealth. Now, Stephanie is on her 8th syndication and is helping investors build a legacy for themselves.   Listen to this informative Private Equity Profits episode with Stephanie Walter about  real estate syndication and the value of a seasoned sponsor.   Here are some of the beneficial topics covered on this week's show: A family legacy in entrepreneurship Location as a foundation of real estate investments Syndication and how it can create the returns you want to see Making money on the buy and not waiting for appreciation The difficulties in managing properties from afar The current housing shortage and how it affects real estate investments Trends in domestic migration and its effect on the housing market The Jobs Act as a game changer for Real Estate Syndication     Connect with Stephanie Walter: Links Mentioned: www.erbewealth.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 41: Strategic Real Estate Investments to Withstand Market Uncertainty

    Play Episode Listen Later Apr 6, 2022 27:59


    Strategic Real Estate Investments to Withstand Market Uncertainty – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 041 Brandon Cobb Brandon is the owner and partner of HBG Capital, a vertically integrated real estate firm providing investors with superior risk adjusted returns and downside principal protection backed by real assets in the residential single-family construction sector In Middle, TN & Commercial Multifamily Acquisitions in the southeast. HBG Capital's construction arm - HBG Construction, executes ground up new developments, land development, and residential property rehabilitation In Middle TN. Brandon was a former sports medicine medical device sales rep before becoming a licensed GC in TN managing 16 Million+ of new development annually and active ownership in 33 million in commercial real estate. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine.   Listen to this informative Private Equity Profits episode with Brandon Cobb about strategic real estate investments that will withstand market uncertainty.   Here are some of the beneficial topics covered on this week's show: Finding assets that are insulated from market volatility The flood of new players in the real estate market The challenges that our current period of inflation present Identifying the best candidates to join your team Having a growth mindset to continually achieve more Instituting a solid repeatable process for finding team members Build to rent as a red-hot commodity Navigating the permit process to mitigate risk   Connect with Brandon: Links Mentioned: www.hbgcapital.net Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 39: Building Financial Freedom with Real Estate Investing

    Play Episode Listen Later Mar 16, 2022 28:37


    Building Financial Freedom with Real Estate Investing – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 039 Harry Nima Zegarra   Harry Nima Zegarra is a Pulmonary & Critical Care Medicine Physician, seasoned real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC. Harry went to Medical School in Peru and finished his training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Nima Equity is, to date, general partner in 784 units in four different states.    Harry met his wife in medical school in Peru. They have 2 boys who love playing sports especially basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner.   Listen to this informative Private Equity Profits episode with Harry Nima Zegarra about creating passive income with real estate to supplement your career.   Here are some of the beneficial topics covered on this week's show:   Real Estate investing as a side-hustle to discover financial freedom Discovering what real estate can do for you with the appreciation of your home The upside and down-side of investing in single-family homes Commercial real estate as a team sport Leaning on the expertise of professionals to navigate tax savings with real estate Real Estate Investing as presenting you with more choices in life Combating the perception that people in high-earning jobs cannot develop skills and interests in other arenas The advantages of investing in apartment complexes because of the national housing shortage Education and action as the foundation to sound investments       Connect with Harry: Links Mentioned: www.nimaequity.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 38: Strategic Real Estate Niche Investments - Provide Consistent Long-Term IRR

    Play Episode Listen Later Mar 9, 2022 26:03


    Strategic Real Estate Niche Investments - Provide Consistent Long-Term IRR – Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 038 Kevin Bupp   Kevin Bupp leads the strategic vision of Sunrise Capital Investors. As host of two top-ranked real estate investing podcasts, his real estate investment advice has been downloaded millions of times by folks in over 190 countries. A Co-Manager of multiple investment funds, Mr. Bupp has over $150 million of real estate transactions under his belt. His extensive investment experience spans the gamut of apartment buildings, single-family homes, office buildings, parking facilities, raw land, condos, and mobile home parks. With over two decades of experience, Mr. Bupp also educates investors how to locate, negotiate, and acquire commercial real estate to generate cash flow and legacy wealth for their families. He shares his experience through “The Mobile Home Park Investing Podcast” and the “Real Estate Investing for Cash Flow” podcast, which provide listeners with insights into his investment philosophy. In addition to his real estate endeavors, Mr. Bupp is passionate about giving back, and is the founder of several charitable organizations, including RunningForBrews.com, a social running club with more than 10,000 active members, and “72 Hours to Key West,” an annual 280 mile bike ride to benefit impoverished families during the holidays. Listen to this informative Private Equity Profits episode with Kevin Bupp where we talk about strategic real estate niche investments.   Here are some of the beneficial topics covered on this week's show: The role a mentor can make to contribute to one's success Understanding where you are in life and how you need your money to work for you when choosing your investments Location, location, location - buying real estate in markets that have demand Niching down in your real estate investments to avoid the competition Educating yourself to manage inherited wealth responsibly Sharing your expertise with others to create success The shortage of quality rental housing for families that creates the build-to-rent model       Connect with Kevin: Links Mentioned: www.kevinbupp.com www.sunrisecapitalinvestors.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 37: Faster Learning, Scaling, & Thriving, and Passing it On to The Next Generation

    Play Episode Listen Later Mar 2, 2022 66:16


    Faster Learning, Scaling, & Thriving, and Passing it On to The Next Generation – Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 037 Joshua Steinberger   Joshua Steinberger is CEO of NextGen Restorations, the number one roofing company in Ohio, and principal of Driven Acquisitions, a holding company that owns and operates apartment buildings in Ohio. Joshua was the first ever recipient of the BBB Spark Award, an award bestowed upon entrepreneurs 35 years old and younger whose businesses are less than 3 years old. He was also awarded the Northern Ohio Area Chamber of Commerce (NOACC) Bright Star Award. Joshua shows appreciation for the community that he grew up in by serving on the Twinsburg Chamber of Commerce Board and sponsoring the Twinsburg Youth Football League. He generously gives back by making selfless contributions to several charities and organizations including the Hunger Network of Greater Cleveland, the Timothy Hart Foundation and the Chiari & Syringomyelia Foundation. Listen to this informative Private Equity Profits episode with Joshua Steinberger where we talk about learning, thriving and scaling your business, and passing it on to the next generation.   Here are some of the beneficial topics covered on this week's show: A career in the trades and the effects on your health and body A background in sales and how it contributes to growing a business Surrounding yourself with brilliant and accomplished people and learning from them Analysis paralysis and how to move on a deal Collaboration as the most important part of business Tax efficiency and how real estate investing can help you achieve it Riding the wave of a tech bubble Fighting an international marlet for the right real estate investments Patience as the key word in real estate going forward Where we are lacking in teaching our children financial literacy and what we need to do to close the gap Helping our children indentify their passions and shoot for the life that they want Offering private equity to expand your network and increase your liquidity     Connect with Joshua: Links Mentioned: https://www.nextgenrestoration.net/ https://www.mywifewillcutyou.com Facebook: https://www.facebook.com/josh.steinberger Instagram: https://www.instagram.com/joshsteinberger/   Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 36: Data-Driven Intelligence for Sound Real Estate Investments

    Play Episode Listen Later Feb 16, 2022 32:59


    Data-Driven Intelligence for Sound Real Estate Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 036 Pablo Garnica Pablo Garnica is a first-time founder at ArexTech, where he is in charge of the financial and product strategy areas. ArexTech is a Canadian Proptech backed by Techstars that operates internationally, looking to empower institutional real estate investors to make better investments using data they wouldn't otherwise capture.  Prior to embarking on this venture, Pablo was working at Goldman Sachs in London in the Investment Management division as a cross-asset class investor and portfolio manager. He started his career as a Strategy Consultant at MonitorDeloitte in Spain, where he specialized in payments and financial institution PMI consulting and implementation. Listen to this informative Private Equity Profits episode with Brandon Green about using data to make sound real estate investments.   Here are some of the beneficial topics covered on this week's show: Finance as the catalyst for anything and everything in the world The inefficiencies of the financial system laid bare by the reorganization that happened after the financial crisis The steep learning curve that come along with working for one of the most respected and successful teams in finance How important user-experience is for someone to understand their investments and how they behave Data as the foundation for any sound investment Looking past the abundance of data points regarding an investment and getting to the few points that matter With its lack of standardization, real estate as the investment area with the most room for disruption Structuring your data in a way that it makes sense in the context of market data How any transaction that takes ten percent of the value of the asset to complete, has room for improvement Finding the clients that believe there is a better way of doing things and willing to take the risk     Connect with Pablo: Links Mentioned: https://arex.technology/ LinkedIn: https://www.linkedin.com/in/pablogarnica/   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 35: Seasoned Expertise for Smart Investments in Private Equity

    Play Episode Listen Later Feb 9, 2022 54:26


    Seasoned Expertise for Smart Investments in Private Equity – Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 035 Jack Isaacs Mr. Isaacs has been in private equity for the past 15 years, originally with Kayne Anderson Capital Advisors and more recently with RLJ Equity Partners. With a background in corporate and securities law, Mr. Isaacs previously served as Corporate Counsel at Macrovision Corporation, and as an attorney at several nationally ranked law firms. Mr. Isaacs earned a B.A. in International Relations from the College of William and Mary, a J.D. from the University of Maryland School of Law, an LL.M. in Securities and Financial Regulation from Georgetown University Law Center, and an M.B.A. in Finance from the Wharton School at the University of Pennsylvania. Listen to this informative Private Equity Profits episode with Jack Isaacs where we learn tips from a seasoned expert for investments in private equity.   Here are some of the beneficial topics covered on this week's show: The determination and focus needed in private equity The increased efficiencies of the markets The lack of diversity in the world of finance and how a varied background can give you a leg up Helping companies improve their bottom line and inner workings Finding the companies that want to be there Making sure the ones on the other side of the table have reasonable responses to unreasonable demands The growing pains of assimilating into a company's culture     Connect with Jack: Links Mentioned: www.empgc.com Email: j.isaacs@empgc.com   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 34: The Growing Investment Opportunities In Agriculture

    Play Episode Listen Later Feb 2, 2022 21:07


    The Growing Investment Opportunities in Agriculture – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 034 Chris Rawley Chris Rawley founded Harvest Returns in the fall of 2016 with the intention of providing farmers with flexible, responsive funding sources by connecting them to investors. His passion for bringing more people closer to the producers of their food is reflected in the company's motto of “Democratizing Investments in Agriculture.” He is the fund manager of the company's Sustainable Agriculture Opportunity Zone Fund. Rawley is a native of Dallas, Texas and currently resides in Fort Worth. After several years as an active duty naval officer, his interest in real asset investing began as a property manager with Jones Lang LaSalle, running a $100 million commercial portfolio in Dallas. Subsequent to that position, he held corporate management roles in Electronic Data Systems and L-3 Communications and served as a defense consultant at United States Special Operations Command with Blackbird Technologies. He has invested in residential and commercial real estate, including income-producing agriculture, for more than twenty years. Rawley is a Captain in the United States Navy Reserve having served in Afghanistan, Iraq, throughout Africa, the Persian Gulf, and Western Pacific. Listen to this informative Private Equity Profits episode with Chris Rawley about the investments opportunities in agriculture that are only going to grow.   Here are some of the beneficial topics covered on this week's show: How Chris' tour around the globe as a reservist highlighted for him investment opportunities in agriculture The appreciation for an automated platform that the real estate industry provided Chris Agriculture as one of the few industries that touch everyone on the planet The problems in our country's agricultural finance system Grass-fed as a growing brand to invest in Growing food indoors and how it creates a sustainable investment opportunity Technology's effect on agriculture's revolution The social benefits of investing in agriculture The benefits for farmers who seek out investors as opposed to traditional bank loans     Connect with Chris: Links Mentioned: www.harvestreturns.com Facebook: https://www.facebook.com/harvestreturns Twitter: https://twitter.com/HarvestReturns Instagram: https://www.instagram.com/harvestreturns/ LinkedIn: https://www.linkedin.com/company/harvest-returns/   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com       Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 33: Focusing On Profits, Eliminating Roadblocks, And Building Wealth

    Play Episode Listen Later Jan 26, 2022 40:35


    Focusing on Profits, Eliminating Roadblocks, And Building Wealth – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 033 Brandon Green Brandon Green is an internationally celebrated serial entrepreneur, best known for founding and growing one of the nation's most successful real estate organizations, Keller Williams Capital Properties, with sales now exceeding $2 billion annually.   Brandon is the founder and CEO of Chapter2Ventures, a Washington, DC-based holding company on a mission to help entrepreneurs build sustainable wealth through learning, investing, and connecting. C2V operates several high-impact businesses including The Alchemy of Money®, a financial training and investing platform for small business owners. Other companies in the C2V portfolio include a design firm, tech startup, and luxury hotel brand. C2V's official charity partner is The Alchemy Foundation, a non-profit focused on financial literacy and support for early-stage entrepreneurs.    As a keynote speaker for more than 20 years, Brandon has brought his message of reinvention to more than 1 million people across the United States, Canada, and Europe. Brandon has been featured by The Washington Post, Wall Street Journal, Inc., and Fortune Magazine. Listen to this informative Private Equity Profits episode with Brandon Green about focusing on profits, eliminating roadblocks, and building wealth.   Here are some of the beneficial topics covered on this week's show: The evolution of a sales practice into a business structure Finding a more innovative approach to the relationship between a real estate sales professional and a brokerage Sales professionals as the influencers in a real estate deal and how they make or break that deal The accessibility of information today and how to interpret that information How technology is changing the real estate game The difference between sales and revenue, and profit, and how to manage it The basic concept of knowing your numbers to create wealth The duty to give to ensuing generations that comes with succeeding financially How serving on a board contributes to success     Connect with Brandon: Links Mentioned: www.brandongreen.com www.alchemyofmoney.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 32: Creating Streams of Passive Income with Raw Land Investing

    Play Episode Listen Later Jan 5, 2022 20:15


    Creating Streams of Passive Income with Raw Land Investing – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 032 Mark Podolsky   Armed with $3,000 and no real estate experience, Mark Podolsky bought his first parcels of land in 2001. Now, he is the owner of Frontier Properties, a successful investing company, and has completed more than five thousand lucrative land deals. He is also the founder of geekpay.io, an automated collection system that helps lenders get payments from borrowers without collection headaches. Having escaped the corporate world and solo-economic dependency himself, Mark works as a coach and mentor to help others achieve their financial freedom goals. He is dedicated to teaching current, relevant, “real-world” investing methods to his students Listen to this informative Private Equity Profit episode with Mark Podolsky about creating streams of passive income with raw land investing.   Here are some of the beneficial topics covered on this week's show: Leaving the corporate world to make it on your own The lack of competition when looking at raw rural land The important role a mentor can play in your success Investment in raw land as a commodity that has no need of maintenance The built-in buyer that comes along with flipping raw land The abundance of raw land available in the market The sense of gratification that comes along with mentoring others How land benefits from an inflationary environment     Connect with Mark: Links Mentioned: landgeek.com landgeek.com/quickdeals Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 31: Align Business Advisory Services

    Play Episode Listen Later Dec 15, 2021 19:10


    Align M&A Advisory – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 031 Dena Jalbert Prior to launching Align Business Advisory Services in 2010, Dena Jalbert, Founder and CEO, worked for a variety of companies in various financial leadership roles. She spent time with the Big Four accounting firms, where she gained experience in forensic accounting, transaction advisory services and mergers & acquisitions. She also worked for the Tribune Media Company, where she worked closely with the Publisher doing acquisitions of smaller local publications. Her last position with a private equity group, doing acquisition work for HVAC companies, is where Jalbert identified a significant opportunity to apply her skills and knowledge to a different market segment. Listen to this informative Private Equity Profit episode with Dena Jalbert about what you need to know about the current trends in M&A.   Here are some of the beneficial topics covered on this week's show: The increased M&A activity with essential businesses on the heels of COVID The importance of listening and paying attention to all of the opportunities in front of you when selling a business Finding the right PE partner who understands and supports your vision The differing growth potential between a strategic acquirer versus a financial sponsor The ways in which partnering with a private equity partner can put your business on the fast track to greater success The unprecedented abundance of capital in the M&A marketplace right now and how to leverage it       Connect with Dena Jalbert: Links Mentioned: alignba.com LinkedIn: linkedin.com/company/align-business-advisory-services/ Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep. 30 - The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives

    Play Episode Listen Later Dec 8, 2021 31:22


    The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 030 Alina Trigub Alina Trigub joined the TF Management Group LLC team in February 2021. Alina spearheads marketing and investor relations, as well as education activities. Alina's expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Through SAMO Financial, Alina and her investors have been able to build an extensive investment portfolio and invest in various commercial real estate. Her passion is to teach others how to build wealth by investing passively. Alina holds a bachelor's degree in accountancy from Baruch College, CUNY (City University of New York) and MBA in Finance and Management from Rutgers University. Alina is the founder of the virtual Meetup group named, “The Power of Passive Investing through Real Estate”. As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies.  Alina is a sought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places. Listen to this informative Private Equity Profit episode with Alina Trigub about the advantages of investing in real estate syndication with its reliable stream of passive income, tax benefits & incentives  Here are some of the beneficial topics covered on this week's show: The gains made from being open-minded and looking at things from a different angle The advantages of investing in tangible assets The security of real estate investing in an unpredictable world The importance of involving your succeeding generations early in regard to your financials to strengthen your family's legacy Doing the best job possible for your clients by understanding their goals, background, and motivations The tax advantages of investing in real estate Connect with Alina: Links Mentioned: https://tempofunding.com/ https://www.samofinancial.com/ Email:  alina@tempofunding.com Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep29: Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation

    Play Episode Listen Later Dec 1, 2021 27:03


    Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 029 AdaPia d'Errico AdaPia d'Errico is a visionary leader with 20+ years of experience across countries, cultures and both corporate and start-up environments. She's co-founded businesses, launched brands and redefined industries. A respected thought-leader, entrepreneur and female executive in FinTech, she is the VP of Strategy and principal of Alpha Investing, executive mentor and a powerful transformational speaker. AdaPia lives what she teaches. She is passionate about empowerment from the inside out - from self-mastery to serving the greater good. Listen to this informative Private Equity Profit episode with AdaPia d'Errico about strategic wealth building through real estate.   Here are some of the beneficial topics covered on this week's show: Finding success by finding your authentic identity as opposed to a constructed external identity constructed for others approval Syndication as a form of crowdfunding with a more efficient smaller group of investors Facilitating transactions to make an investment a passive experience with high returns for busy clients Making investments in people doing good things to make a positive impact on the world Taking wealth creation into your own hands to find empowerment       Connect with AdaPia: Links Mentioned: https://www.alphai.com   https://www.adapiaderrico.com  LinkedIn: www.linkedin.com/in/adapia/ Email: adapia@alphai.com   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 28: The Keys to Success In Private Equity - Transparency, Integrity, Trust, & People

    Play Episode Listen Later Nov 24, 2021 35:35


    The Keys to Success in Private Equity - Transparency, Integrity, Trust, & People – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 028 Jordan Tate Jordan Tate is a founding partner at Scottsdale, Arizona-based private equity firm Montage Partners. Founded in 2004, Montage Partners manages $75M of capital and invests in established, successful companies across North America with $1-5M of EBITDA with a focus on five industries. In his role at Montage, Jordan serves as a member of the board of directors for six of the 10 companies in which Montage is currently an investor. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors' degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents' Organization (YPO) and lives in Scottsdale, Arizona. Listen to this informative Private Equity Profit episode with Jordan Tate about the keys to success in Private Equity.   Here are some of the beneficial topics covered on this week's show: Investing in people to drive the success of your business Focusing on transparency to ensure alignment between client and firm The value of a hands-on approach when looking at a company when considering whether to invest in it The benefits of investing in companies that have an established culture that promotes an energetic, engaged, and fulfilled workforce The pros and cons of a more crowded, competitive Private Equity Industry       Connect with Jordan: Links Mentioned: https://www.montagepartners.com/ Email: jtate@montagepartners.com   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 27: Effectively Managing M&A - The Keys to Consistent Success

    Play Episode Listen Later Nov 17, 2021 48:05


    Effectively Managing M&A - The Keys to Consistent Success – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 027 Kison Patel Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.      Listen to this informative Private Equity Profit episode with Kison Patel about the keys to effectively managing M&A.   Here are some of the beneficial topics covered on this week's show: Common workflow problems associated with an M&A transaction The unique approach that all M&A firms have that leads to a disconnect and lack of standardization Developing yourself as a subject-matter expert to build out your distribution network The valuable resource of practical knowledge from active practitioners in your field The five key areas of a deal's lifecycle The shift from a finance-focused M&A process to a people-focused M&A process     Connect with Kison: Links Mentioned: mascience.com dealroom.net Email: kison@mascience.com kison@dealroom.net LinkedIn: in/kisonpatel   Connect with Seth:  seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 26: Life's Transitions: Family, Business, and Estate Succession - A Client-First Approach

    Play Episode Listen Later Nov 10, 2021 25:30


    Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 026 Joel Isaacson For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country. Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.   Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron's, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession. A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York. Listen to this informative Private Equity Profit episode with Joel Isaacson about a client-first approach to financial planning for life's transitions.   Here are some of the beneficial topics covered on this week's show: Differentiating yourself in the world of financial advisement How putting your clients first builds a business that lasts for the long haul Fee-only financial advisement in the earl days and how it has become a standard today Putting the legwork in to understand your client before choosing the investments right for them  Helping families with critical financial decisions through life's ups and downs The opportunity to be had in areas of uncertainty   Connect with Joel: Links Mentioned: joelisaacson.com Email: joel@joelisaacson.com     Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep. 25 Generating Streams of Passive Income with Alternative Investments

    Play Episode Listen Later Nov 3, 2021 30:11


    Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 025 Chris Miles   As founder of Money Ripples, host of The Chris Miles Money Show, and co-author of the book Entrepreneur on Fire, Chris Miles is a leading authority on quickly creating wealth by increasing monthly cash flow and creating passive income. He has shown hundreds of thousands internationally how to free up or generate tens of thousands of dollars each year! Chris has been featured in US News, CNN Money, and Bankrate.com and has a reputation for getting his clients fast, proven results. Many of his clients have the option to retire in less than 5-10 years, and Chris himself was able to retire twice by age 39! Chris's passion is helping entrepreneurs, and high-income employees become financially prosperous by finding and fixing their money leaks and creating passive income. Chris and his family live in Utah but enjoy escaping to warmer weather during the winter months. In addition to helping his clients increase their cash flow, Chris is a talented ballroom dancer, choreographed ballroom dance routines for Utah Valley University, and got 5th place in his third-grade spelling bee.    Listen to this informative Private Equity Profit episode with Chris Miles generating streams of passive income with alternative investments.   Here are some of the beneficial topics covered on this week's show: Looking outside of Wall Street and in the direction of alternatives to create cash flow Real estate as an alternative investment The tax burdens associated with traditional investments How the right kind of financial advisement can reduce your taxes significantly Aligning your financial goals with the timeline you want to make passive income In the world of alternative investments, there is something for everybody   Connect with Chris: Links Mentioned: moneyripples.com Email: chris@moneyripples.com LinkedIn: in/chriscmiles Twitter: @chriscmiles Facebook: https://www.facebook.com/moneyripples/ Connect with Seth:  seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 24: Fire Your Banker, the Secrets of Self Banking

    Play Episode Listen Later Oct 27, 2021 38:50


    Fire Your Banker, the Secrets of Self Banking – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 024Mark Willis Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.  Mark is a certified financial planner, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.  As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won't outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.  Listen to this informative Private Equity Profit episode with Mark Willis about the secrets of self-banking.   Here are some of the beneficial topics covered on this week's show: Debt as a tool that can help minimize or eliminate your income tax  Understanding how your money is working for you and creating the best environment for it to do so Taking control of the banking function in your life to make your money work for you in the most positive ways The secret weapon that is whole life insurance and how to leverage it into more financial assets Reducing risk with a mixture of risk-free assets and speculative assets How to eliminate taxes from your financial life The exciting frontier of private equity and how it offers fun and custom ways to grow wealth   Connect with Mark: Links Mentioned:www.lakegrowth.com Email:markwillis@lakegrowth.com Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.facebook.com/lakegrowth Instagram: https://www.instagram.com/notyouraveragefinancial/   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep 23: Financial Advisement During Times of Life's Transitions

    Play Episode Listen Later Oct 20, 2021 35:18


    Financial Advisement During Times of Life's Transitions – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.” Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions   Here are some of the beneficial topics covered on this week's show: The benefit of waiting six months to make major financial decisions during times of life transitions The importance of a rational sounding board and council advocating for you during times of stress and The questions to ask yourself after a transition to plan your financial future accordingly What a family love letter is and what it can do for you regarding your financial future and the future of those you love The importance of a financial advisor building a relationship of trust and comfort with their client Tips for younger generations managing inherited wealth   Connect with Jennifer: Links Mentioned: https://squeezethejuicebook.com/ https://www.modern-wealth.com/ Email: jennifer@modern-wealth.com Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep. 22 Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity

    Play Episode Listen Later Oct 13, 2021 20:26


    Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 022 Beatrice Mitchell Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, on the Board of ICD – The Institute for Career Development, and Vice Chair of the Board of Governors of Off the Record, a foreign policy forum. Beatrice has been a lecturer at the Columbia University Graduate School of Business, the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain's, USA Today, CNN and National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York's Annual Women's Leadership Summit, and Kayo Women's Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions. Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese. Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School.   Listen to this informative Private Equity Profit episode with Beatrice Mitchell about record-breaking activity in M&A and Private Equity.   Here are some of the beneficial topics covered on this week's show: ●     The likely changes to capital gains taxes coming at the end of the year ●     The unprecedented activity in mergers and acquisitions ●     The effects of the pandemic on a business owner's motivation to sell ●     The opportunities presented by private equity being so flush with cash ●     What makes now an excellent time to sell your business   Connect with Beatrice: Links Mentioned: sperrymitchell.com   Email: bmitchell@sperrymitchell.com Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ep. 21 The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley

    Play Episode Listen Later Oct 6, 2021 47:39


    The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 021Dave Liu   Dave is author of The Way of the Wall Street Warrior: Conquer the Corporate Game Using Tips, Tricks, and Smartcuts. He's a 30-Year Veteran of Wall Street and Silicon Valley and entrepreneur who has started multiple companies, advisor who has raised over $15 billion, and investor in multiple billion dollar “unicorns.” Dave started his investment banking career at Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees. Today, Jefferies is a multi-billion-dollar public company and one of the world's leading investment banks.   Dave has completed deals for hundreds of clients including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. Dave completed the Management & Technology Program at the University of Pennsylvania where he received a Bachelor of Science in Systems Science and Engineering (concentrations in Manufacturing and Robotics), and a Bachelor of Science in Economics (concentration in Finance) from the Wharton School. Dave also attended Harvard Business School where he received his Master's in Business Administration.   Dave was born with a severe case of a bilateral cleft lip and palate. He underwent almost a dozen surgeries throughout his childhood which left numerous scars on his face. He overcame hearing and speech impediments common to cleft children and has dedicated his life to helping disadvantaged communities. Net proceeds from this book will go towards charities such as Smile Train, which provides surgeries to children born with clefts, Asian Americans, and other disadvantaged groups.   Listen to this informative Private Equity Profit episode with Dave Liu aboutlessons learned from a thirty-year career on Wall Street and Silicon Valley.   Here are some of the beneficial topics covered on this week's show: ●    How quick a career on Wall Street can expose you to high-level executives ●    The strength and resilience a challenge can give to an individual to contribute to their success ●    Rising to the top and overcoming disadvantages by acquiring a greater understanding of what motivates those around you ●    The advantages of gender and ethnic diversity in the corporate world ●    The obligation to help others that comes along with success ●    The uncharted territory in regard to chasing yields that the market is in   Connect with Dave: Links Mentioned: https://liucrative.co/ Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com   Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices

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