Podcasts about managing partners

36:32- Scott Brown, Former U.S. Ambassador to New Zealand and Samoa and Former Senator from New Hampshire Topic: Latest in his campaign 51:13- Corey Lewandowski, Trump 2024 Senior Official Topic: Space Command moving to Alabama, other White House news 59:22- Jim Harden, CEO of Compass Care Staten Island Pregnancy Care Center of NYTopic: Celebrating Staten Island 1:11:05- Stephen Moore, "Joe Piscopo Show" Resident Scholar of Economics, Chairman of FreedomWorks Task Force on Economic Revival, former Trump economic adviser and the author of "The Trump Economic Miracle: And the Plan to Unleash Prosperity Again" Topic: Trump retirement plan 1:23:41- Thomas Homan, Border Czar for the Trump administration Topic: Venezuela, 14,000 migrants hoping to enter the U.S. turn back 1:35:23- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:46:43- Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Masters in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of the new book "American Apocalypse: The Second Civil War" Topic: Epstein documents, other legal and military news of the day 2:01:36- Lt. Col. Robert Maginnis, a retired U.S. Army officer and an experienced military analyst with on-the-ground experience inside Russia and Ukraine and the author of "Preparing for World War III" Topic: Space Force Command moving to Alabama 2:10:13- Michael Goodwin, Chief Political Columnist for the New York Post Topic: NYC needs a mayor like Rudy Giuliani again — a bold, sensible leader in the face of rampant declineSee omnystudio.com/listener for privacy information.

If you want to learn and connect with Jason Staiger — alongside more of the top names in the industry — don't miss his appearance at D2DCon Canada | Sept 27–28, 2025, in Calgary. Grab your tickets at https://d2dcon.com/canada/ In this episode of The D2D Podcast, Jason Staiger, Managing Partner of Legacy Marketing and featured speaker at D2DCon Canada, shares how he has built one of the strongest door-to-door organizations in Canada across two industries: pest control and smart home security. With over 150 active reps and five Golden Door Award winners in just five years, Jason's story is a blueprint for new and struggling reps looking to level up.Jason opens up about his journey from competitive soccer to becoming the top rookie at Vivint, to eventually launching Legacy Marketing after the closure of Vivint Canada. He reveals how setbacks became fuel for building a people-first organization rooted in culture, recruiting, and leadership systems that transform reps into leaders and leaders into owners.This conversation is full of actionable insights for anyone in door-to-door sales. Jason explains why focusing on inputs (doors knocked, people talked to) is critical, how to coach reps out of slumps using simple daily practices, and why loyalty and culture matter more than flashy recruiting tactics. For Jason, success in sales comes down to three things: work ethic, coachability, and mindset.Whether you're just starting out or managing a team, this episode provides practical strategies for building resilience, scaling teams, and leading with purpose. Jason's emphasis on culture-driven growth and long-term leadership development is a must-hear for reps ready to build something that lasts.You'll find answers to key questions such as:How can new reps overcome slumps and build daily habits that drive results?What are the three traits Jason looks for when recruiting sales reps?How can leaders motivate their teams beyond money?Why is culture the foundation of long-term success in D2D sales?What practical systems help turn reps into leaders and partners?Connect with Jason Staiger & Legacy Marketing:Personal IG: @jason_staigerWebsite: LegacyMarketing.ca

In today's market, investors are finding it difficult to achieve strong, reliable returns. That's why more investors are acting as the bank, making loans directly to other investors who don't qualify for shorter-term bank loans despite having excellent borrower qualifications. These loans are shorter-term, real estate-backed loans that often generate low double-digit returns. Fred SaintAmour, Owner and Managing Partner of Boathouse Commercial Funding Group, has closed over 200 hard money loans with no losses. Fred does one-off deals versus a fund that puts pressure on him to deploy investor capital and risk compromising his lending standards.

Private-Equity-Investoren entern den Prüfer- und Beratermarkt. Wie verändert das die Gehälter der Partner? Und verliert die Partner-Rolle an Wert? Top-Headhunter Hellmuth Wolf berichtet bei FINANCE-TV.Vor Kurzem noch undenkbar, nun passiert es immer öfter: Ein Private-Equity-Investor steigt bei einer Prüfungs- oder Beratungsgesellschaft ein. Jüngste Beispiele waren etwa PKF WMS oder WTS. Viele Mitarbeiter der Prüfungs- und Beratungshäuser – vor allem die Partner – fragen sich nun: Was bedeutet das für meine Karriere? Immerhin übernimmt der Investor Anteile am Unternehmen, welche vorher den Partnern gehörten, und möchte entsprechend mitbestimmen.Klar ist, dass die Gehaltsstrukturen der Partner wohl angepasst werden müssten, sobald ein Investor zusätzliche Anteile hält, meint Hellmuth Wolf, Managing Partner bei Signium. „Jede Gesellschaft wird mit den potentiellen neuen Equity Partnern reden müssen, weil diese vielleicht ein anderes Vergütungsmodell bekommen werden als die bisherigen Equity Partner“, so Wolf, der unter anderem Wirtschaftsprüfer und Steuerberater auf Partnerebene vermittelt.Erhöht Private Equity den Druck?Hinzu kommt: Private-Equity-Investoren müssen Rendite machen – das dürfte den Druck, der in der Wirtschaftsprüfer- und Beraterbranche ohnehin schon hoch ist, noch einmal mehr erhöhen. „Es könnte sein, dass ein Private-Equity-Unternehmen sich von Partnern trennt, die auf Dauer nicht performen“, warnt Hellmuth Wolf. Doch er sieht auch Vorteile in einem PE-Einstieg, vor allem für Partner, die sich auf die reine Beratungstätigkeit konzentrieren wollen. „Diesen wird Arbeit abgenommen, was Strategie und interne Themen angeht.“Wird die Partner-Rolle durch einen Private-Equity-Einstieg entwertet? Passen die Kulturen zusammen? Und gab es schon Kandidaten, die sich von einem Arbeitgeber abgewandt haben, weil ein Investor eingestiegen ist? Über das und mehr spricht Hellmuth Wolf bei FINANCE-TV.

Premji Invest is an investment firm that backs some of the biggest names in the CFO and enterprise tech stack, including Anaplan, Zuora, Coupa, and Looker. In this episode, CJ is joined by Sandesh Patnam, the firm's Managing Partner, to discuss their approach to investing and the future of CFO tech. Sandesh talks about the evergreen nature of Premji's investment model and explains how this permanent pool of capital enables the company to focus on deep partnerships and durable growth, rather than chasing fund cycles or portfolio diversification. He breaks down why he views total addressable market (TAM) as a floor rather than a ceiling, how investing across both public and private markets creates a strategic advantage, and how startups should approach capital construction and optionality in today's market. The conversation also touches on the evolution of the CFO toolkit, how AI is shifting the finance role, what persistent finance problems are still waiting for innovation, how org design is changing inside finance teams, and why he believes AI is a bigger shift than both the dot-com and mobile eras.—LINKS:Sandesh Patnam on LinkedIn: https://www.linkedin.com/in/sandeshpatnamPremji Invest: https://in.premjiinvest.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: RELATED EPISODES:BlackRock Managing Director on the Secrets of Durable Companies - —TIMESTAMPS:(00:00) Preview and Intro(02:08) Sponsor – RightRev | Navan | Rillet(06:59) Evergreen Capital and Premji's Approach to Investing(09:25) Portfolio Construction(12:58) TAM Versus SAM Versus Product(15:28) Sponsor – Pulley | Brex | Aleph(19:51) Seats Versus Outcome-Based Pricing(23:30) Defining Durability(26:31) Public Versus Private Investing(28:44) Why One Team Manages Both Public and Private Investing(30:47) Capital Construction for CFOs With Evergreen Investors(32:13) How and When Evergreen Funds Seek Liquidity(35:32) Building Optionality in Capital Strategy Amid Market Changes(38:01) Secondary Markets in the Private World(41:39) The Evolution of the CFO Tech Stack(43:41) AI and Systems of Action(45:43) How CFOs Are Starting To Interact With AI Tech(49:09) A Finance Problem That's Open for Innovation(50:25) The Evolution of the CFO's Role Beyond Finance(51:33) The AI Era vs. Prior Tech Eras—SPONSORS:RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that can give you access to exclusive, proprietary Nasdaq-validated data that reveals what's happening with corporate travel investments. See the Navan Business Travel Index at https://navan.com/bti.Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/run#EvergreenCapital #PremjiInvest #CFOTechStack #InvestmentStrategy #PortfolioDurability This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

Hvordan leder vi, når kriserne ikke længere er undtagelsen, men reglen?Denne episode af Ledelsesalmanakken sætter fokus på: Hvad betyder det at arbejde med robusthed ikke som en plan i skuffen, men som en ledelsesdisciplin i hverdagen? Hvordan bygger vi organisationer, der kan stå stærkt i det uventede, og som ikke bare reagerer, men forebygger og lærer?Samtalen kredser om robusthed som et nødvendigt svar på de stigende krav til ledere i både private og offentlige organisationer. For når usikkerheden er konstant fra rekrutteringsudfordringer og forsyningskæder til cybertrusler og teknologiske nedbrud, er spørgsmålet ikke længere hvordan undgår vi krisen, men hvordan står vi stærkt i den. Det kræver et skifte i mindset: fra kriseberedskab til robusthed.Janni Torp Kjærgaard, Chief Human Resources Officer i Naviar og tidligere direktør i Forsvarets Personalstyrelse, og Lotte Lykkegaard, Managing Partner i Mobilize, gæster episoden og deler erfaringer fra både forsvaret, sundhedsvæsenet og erhvervslivet. De sætter fokus på, hvordan robusthed skabes gennem:- Daglige handlinger og træning i at stå fast, når presset stiger- Relationer og psykologisk tryghed som fundament for kollektive handlekraft- Strategiske greb som premortems, scenarieplanlægning og feedbackkulturRobusthed er ikke et ekstra projekt, men en måde at drive ledelse på. Som Janni pointerer: “Robusthed er ikke at undgå kriser, men at kunne stå i dem. Det handler om forberedelse, relationer og at træne organisationen til at handle under pres”.

Picklefest is coming to Vancouver! Guest: Adin Wener, Managing Partner at Henderson Brewing Company & co-owner of Picklefest Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 268 of The Business Development Podcast, Kelly sits down with Lise Birikundavyi, CFA, Co-Founder and Managing Partner of BKR Capital, Canada's first Black-led, institutionally backed venture capital fund. Lise shares her incredible journey from her roots in Burundi to becoming one of the most influential voices in impact investing and inclusive finance. With a career spanning hedge funds, global impact strategies, and leadership roles across Africa, Asia, and North America, she brings a rare global perspective on how venture capital can fuel innovation and create lasting societal change.This episode dives deep into the world of venture capital — what it is, how it works, and what founders need to know when seeking investment. Lise opens up about the challenges of breaking barriers in finance, the importance of supporting diverse innovators, and why her mission is to redefine the face of success in entrepreneurship. For founders, entrepreneurs, and anyone passionate about building companies that change the world, this conversation is a masterclass in both capital and courage.Key Takeaways: 1. Venture capital is about fueling innovation and outsized growth, not just providing money.2. Founders must show a clear pathway to $100M revenue for VCs to take interest.3. A strong founding team with resilience and vision is the number one factor VCs invest in.4. Leadership that attracts top talent is critical for scaling early-stage companies.5. Deep understanding of your market and unfair advantages set successful founders apart.6. Venture capital changes the game—bringing not only capital, but governance, networks, and accountability.7. Diversity in venture capital isn't just good ethics, it drives better outcomes and innovation.8. Failure rates remain high even at VC stage, which is why the growth expectations are so demanding.9. Inclusive investment is essential to closing the gap for underrepresented founders.10. Entrepreneurs should always trust their gut, do the work, and stay intentional about their journey.Links referenced in this episode:capitalbd.cabkrcapital.caCompanies mentioned in this episode: BKR Capital Capital Business Development Microsoft The Jacobs Foundation Seron Asset Management Engineers Without Borders Canada Are you a founder looking for a community to help you build? We've got you — not just when it's easy, but especially when it's hard. The Catalyst Club was built for entrepreneurs and leaders who need a safe, private space to share challenges, wins, and get the support that truly moves the needle. With weekly live events, powerful connections, and a community that gets you, this is where you belong.Join us today at

Breaking News aus Tianjin! Vom 31. August bis zum 1. September 2025 trifft sich die Shanghaier Organisation für Zusammenarbeit, die SOZ, zu ihrem 5. Gipfeltreffen. Die geopolitischen und wirtschaftlichen Weichenstellungen, die dort getroffen werden, betreffen uns direkt. Was bedeutet das konkret für deutsche Unternehmen vor Ort? Dazu haben wir heute exklusiv Blitzlichter von fünf Top-Experten eingesammelt – kurze, knackige Einschätzungen direkt aus erster Hand. Wir fragen: Dr. Juergen Meyer, China-Experte und Berater Rainer Burkardt, Managing Partner von Burkardt & Partner Dr. Xi Chen, COO von WAGO China Und Steffen Raschka, Technischer Direktor bei Stueken Precision Das alles jetzt, kompakt in 20 Minuten. Willkommen zu den China Manager News!“

Joel KeithCEO & Managing Partner | ASP | Helping Local Brands Scale Through Smart Marketing, Real Relationships & Strategic Use of AIoel Keith is a partner and CEO of ASP, a digital advertising agency dedicated to helping local businesses scale to their next tier of growth. From home service professionals to law firms and specialized local brands, Joel and his team combine cutting-edge AI tools with time-tested marketing strategies to create simple, effective systems that drive real results.At ASP, AI isn't just a buzzword—it's embedded into the way they operate. From internal automations to enhanced ad performance, smarter content creation, and real-time data analysis, Joel leads with innovation while keeping things grounded in what actually works for small business owners. His mission is to demystify digital marketing and provide clients with actionable strategies they can trust.Before launching ASP, Joel cut his teeth in the high-pressure world of live event production, working as an AV technician and show manager for household names like Jack White, Alice Cooper, Big Sean, and Keegan-Michael Key. That experience taught him how to deliver under pressure, solve complex problems on the fly, and keep audiences engaged—skills he now channels into every client campaign.Today, Joel brings that same backstage precision to the frontlines of small business marketing. As a business owner and father, he understands the balance between ambition and sustainability. Through ASP, he's helping entrepreneurs scale not just faster—but smarter.Want to be a guest on Book 101 Review? Send Daniel Lucas a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/17372807971394464fea5bae3 Hosted on Acast. See acast.com/privacy for more information.

What does it mean to see work not as a curse but as part of God's original design? In this episode of Christ the Center, Camden Bucey is joined by board member Mark Van Drunen to welcome David L. Bahnsen for a rich conversation about his new book, Full-Time: Work and the Meaning of Life. Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a private wealth management firm managing more than $4.5 billion in client assets. David is the author of Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It, The Case for Dividend Growth: Investing in a Post-Crisis World, and There's No Free Lunch, 250 Economic Truths. Mark Van Drunen works in finance and is a ruling elder at Redeemer PCA in Hudson, Ohio. He serves on the Reformed Forum Board of Directors. Together, they explore how a robustly Reformed view of vocation challenges the sacred–secular divide, recovers the dignity of labor, and reorients our understanding of productivity and flourishing. Drawing from Genesis 1, Reformed anthropology, and the legacy of Kuyper, Bahnsen argues that work is not a mere means to consumption or status, but an essential expression of our identity as image-bearers of God. The discussion also addresses pressing contemporary questions—from the pitfalls of “work–life balance” and “follow your passion” mantras, to the theological problems with universal basic income and the cultural obsession with consumption. Listeners will be encouraged to see their daily labor as an act of worship, anticipating the greater work of the new creation secured in Christ. This is a conversation at the intersection of theology, economics, and discipleship—aimed at helping Christians recover a biblically grounded vision for work that fosters maturity in Christ and glorifies God in every sphere of life. Watch on YouTube Chapters 00:00 Reformed Forum Conference Early Bird Rate 01:53 Introduction 08:18 Work Is Not a Curse 11:22 Working in Heaven? 17:10 The Meaning of the Title, Full-Time 21:57 Making Money and Gaining 24:49 Glorifying God at Work 28:10 The Bible and Economics 36:55 Universal Basic Income 41:11 Following Your Passion 47:39 Work and the Pulpit 51:03 Don't Waste Your Life 55:12 If You Don't Find Joy at Work 58:34 Conclusion

Tyler Devereaux reveals why investors bet on operators, not just deals. Learn how to vet syndicators—and how to become one worth trusting—through transparency, alignment, communication, and owning outcomes.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Investing in Heart Health Innovation: A Conversation with Forbes 50 Over 50 Honoree Lisa Suennen of AHA Ventures Welcome to today's episode where we have the distinct privilege of speaking with Lisa Suennen, Managing Partner of American Heart Association Ventures, who was just featured in Forbes 50 Over 50 and we couldn't be more thrilled to congratulate her on this well-deserved recognition! This honor celebrates Lisa's extraordinary impact as a true powerhouse in healthcare innovation and venture capital. With over 35 years of experience at the intersection of healthcare, technology, and investment, Lisa brings an unparalleled perspective on how we can transform healthcare delivery and outcomes. At American Heart Association Ventures, she leads a multi-fund platform that's investing in the future of healthcare across the entire spectrum—from cutting-edge medical technologies to addressing critical social determinants of health. Her career has spanned multiple dimensions of the healthcare ecosystem: • Venture Capital Leadership: From her current role at AHA Ventures to previous General Partner positions at Manatt Ventures, Psilos Group, and GE Ventures, where she led the healthcare fund and served on the overall Investment Committee • Entrepreneurial Success: Co-founded and served as CEO of CSweetener, a healthcare leadership development company that was successfully acquired by HLTH Foundation • Strategic Advisory Roles: Chairs the Scientific Advisory Board of NASA's Translational Research Institute for Space Health and serves on the International Investment Committee of the ANDHealth Digital Health Fund • Thought Leadership: Author of the widely-read Venture Valkyrie blog, internationally recognized speaker, and faculty member at UC Berkeley's Haas School of Business • Industry Recognition: Fellow of the prestigious Aspen Institute's Health Innovators Fellowship Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

DAT mania meets market reality. Tom Lee becomes the face of ETH as BitMine amasses 1.5% of supply and mNAV premiums start to collapse. We break down Japan's MetaPlanet tax arbitrage, SharpLink's buyback tactics, and the coming wave of DAT M&A. Plus: Robinhood launches tokenized stocks in Europe using Arbitrum, the WFE fires a warning shot, and Stylus lets fintech devs go Rust-first onchain. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Arbitrum's AJ Warner (Chief Strategy Officer at Offchain Labs) joins to unpack the rise (and potential fall) of Digital Asset Treasuries (DATs), as Tom Lee emerges as Ethereum's public face and BitMine amasses 1.5% of ETH. We dive into the collapse of mNAV premiums, Japan's MetaPlanet tax arbitrage, and the looming consolidation of subscale DATs. Plus: Robinhood launches tokenized stocks in the EU on Arbitrum, AJ shares the roadmap for Robinhood Chain, and we debate whether token wrappers, buybacks, and DAT M&A mark the next era of crypto capital markets. Show highlights

John is joined by Avichal Garg, Managing Partner of Electric Capital and Chairman of the Crypto Council for Innovation, and Emily Kapur, Co-Chair of Quinn Emanuel's Blockchain & Digital Asset Litigation Practice and partner in the firm's Silicon Valley office.  They discuss the complex legal and regulatory landscape surrounding cryptocurrency, digital assets, and the intersection with emerging technologies like AI. The decentralization and autonomy of crypto systems challenges traditional legal concepts.  Crypto technology—ranging from permissionless innovation to autonomous systems—raises foundational legal questions about jurisdiction, liability, and personhood, especially when code may function as both speech and money.  While early legal battles focused on whether tokens are securities, today's disputes often focus on jurisdictional issues and cross-border liability for autonomous systems with governance distributed around the world. U.S. dollar-denominated stablecoins, while posing regulatory and competitive challenges, may also be an unparalleled tool for promoting U.S. soft power and economic influence.  They can bypass traditional banking systems and reach global users, reinforcing the dollar's dominance.  The recently enacted GENIUS Act provides a framework for regulating stablecoins in the U.S. without imposing restrictive reserve requirements, in contrast to European approaches. The rapid evolution of crypto trading venues—centralized exchanges like Coinbase, decentralized protocols like Uniswap, and traditional financial instruments such as ETFs and digital asset treasuries—highlight the legal uncertainty about which regulatory entities have jurisdiction.  The increasing use of Decentralized Autonomous Organizations (DAOs) poses additional challenges under theories that all participants in a DAO are potentially liable as partners in a joint venture. More legal innovation is needed, perhaps even entirely new legal entities or frameworks, to accommodate a future in which autonomous code can hold assets, transact, and potentially commit fraud.  Courts may begin to shape precedent in the absence of legislation, but a proactive regulatory approach or legal sandbox might be the key to responsibly managing these potentially disruptive forces. Ultimately, the question is whether the law will domesticate crypto or will crypto force legal innovation?Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

On this episode of The Data Minute, Peter sits down with Drew Glover, founder and managing partner at Fiat Ventures and Fiat Growth, for a wide-ranging conversation on what's next in fintech and what founders actually want from their investors.They dive into how fintech is moving from DTC chaos into quietly powerful B2B infrastructure, why capital is no longer a moat, and how AI may turn traditionally “unsexy” industries into VC-ready moonshots. Drew shares how Fiat combines strategic capital and operational firepower, why most products change after seed funding, and what VCs should be underwriting instead.This one is founder-forward, fund-sharp, and full of insight into where fintech, and early-stage VC, is going next.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:35 – Why fintech's rollercoaster is (maybe) headed back up03:20 – From growth at all costs to sustainable strategy04:45 – The emotional weight of money06:30 – Fintech is everywhere08:15 – The founder–capital–consumer triangle is shifting09:10 – How Fiat “underwrites” with data from 300+ growth clients10:50 – What Fiat looks for in a founder12:00 – Obsession > expertise13:40 – Drew's fintech investing thesis in the AI era15:15 – Can AI unlock investability in “unsexy” sectors like HVAC and services?16:40 – Are we about to lose a whole tier of founders to lifestyle design?18:15 – Runway > headcount: why startup raises aren't shrinking19:00 – Capital is not the moat20:14 – Strategic capital wins deals: how Fiat preempts rounds21:10 – What “capital plus” means in early-stage VC today22:42 – Where does all that early-stage funding actually go?23:45 – Why founders need to become founders-as-influencers26:20 – Thought leadership advice for the technical or hesitant founder27:10 – People buy from you, not the brand28:45 – AI-native companies = raise big, move first, win fast29:50 – User loyalty, moats, and the AI ecosystem play31:05 – Fintech exits today? Chime isn't a blueprint—it's a relic32:30 – New fintech liquidity paths: acquisitions and stablecoins34:12 – Infra is cool again: why debt markets are getting VC attention36:18 – Public vs. private comps: who really feels the correction37:45 – Do early-stage fintech founders understand capital markets?38:26 – Laddering out: going beyond beachhead personas39:23 – Why Drew hates TAM slides (but still expects them)40:35 – Vision over product: why thesis alignment matters more41:12 – Fiat Ventures and Fiat Growth: how the relationship works42:42 – How Fund I turned client signals into conviction44:15 – Focus is the moat, even when it's tempting to chase hype45:17 – Advice to younger Drew: do we need more VCs?46:25 – Being a founder–GP is harder than it looks47:12 – Why LPs push focus48:10 – How Fiat thinks about fund size vs. fund stage49:15 – Why GPs shouldn't optimize for management fees50:07 – Reserve strategy, conviction, and when to bet once50:52 – Final take: VC is the best seat in businessThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc.

America's AI action plan … “Winning the AI race” has just been announced. What is it all about? What are the implications? How will the rest of the world react? A deep dive into the announcement, approaches by EU and China, and overall implications of these action plans.Navigation:Intro (01:34)Context of the White House AI SummitPillar I – Accelerating AI InnovationPillar II – Building American AI InfrastructurePillar III – Leading in International AI Diplomacy & SecurityComparing Approaches – U.S. Action Plan vs. EU AI Act vs. China's StrategyImplications and SynthesisConclusionOur co-hosts:Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmittNuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedroOur show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno G. PedroWelcome to episode 68 of Tech Deciphered. This episode will focus on America's AI action plan, winning the AI race, which has just been announced a couple of weeks in by President Trump in the White House. Today, we'll be discussing the pillars of this plan, from pillar I, the acceleration of AI innovation, to pillar II, building of American AI infrastructure, to pillar III, leading in international AI diplomacy and security.We'll also further contextualise it, as well as compare the approaches between the US Action plan, and what we see from the EU and China strategy at this point in time. We'll finalise with implications and synthesis. Bertrand, is this a watershed moment for the industry? Is this the moment we were all waiting for in terms of clarity for AI in the US?Bertrand SchmittYeah, that's a great question. I must say I'm quite excited. I'm not sure I can remember anything like it since basically John F. Kennedy announcing the race to go to the moon in the early '60s. It feels, as you say, a watershed moment because suddenly you can see that there is a grand vision, a grand plan, that AI is not just important, but critical to the future success of America. It looks like the White House is putting all the ducks in order in order to make it happen. There is, like in the '60s with JFK, a realisation that there is an adversary, there is a competitor, and you want to beat them to that race. Except this time it's not Russia, it's China. A lot of similarities, I would say.Nuno G. PedroYeah. It seems relatively comprehensive. Obviously, we'll deep dive into it today across a variety of elements like regulation, investments, view in relation to exports and imports and the rest of the world. So, relatively comprehensive from what we can see. Obviously, we don't know all the details. We know from the announcement that the plan has identified 90 federal policy actions across the three pillars. Obviously, we'll see how these come into practice over the next few months, few years.To your point, it is a defining moment. It feels a little bit like the space race of '60s, et cetera. It's probably warranted. We know that, obviously, AI platforms, AI services and products are changing the world as we speak. It's pretty important to figure out what is the US response to it.Also interesting to know that we normally don't talk about the US too much in terms of industrial policy. The US seems to have a private sector that, in and of itself, actually stands up to the game, and in particular in tech and high-tech, normally fulfils or fills the gaps that are introduced by big generational shifts in terms of technology. But in this case, there seems to be an industrial policy. This seems to set the stage for that industrial policy and how it moves forward,

In the latest episode of This Much I Know, our Managing Partner, Carlos Espinal and Nandan Nayampally, Chief Commercial Officer of Baya Systems (previously at ARM, Amazon and AMD), delve into the geopolitics and innovations within the semiconductor industry. Nandan shares his extensive career journey from AMD to ARM and Amazon, providing valuable insights into the evolution of the semiconductor industry. He also emphasizes the shift towards specialized IP designs and the global distribution of manufacturing. The conversation explores the impact of geopolitical factors on the chip industry, the rise of localized manufacturing, supply chain resilience and the future implications of AI and edge technology. Tune in! Show Notes: Nandan Nayampally - linkedin.com/in/nandannayampally Carlos Espinal - linkedin.com/in/carloseduardoespinal Baya Systems - bayasystems.com Seedcamp - seedcamp.com

Chris Rizik has done what most VCs only dream of.He's invested in 60 VC funds supporting 800+ startups while reshaping the entire Midwest startup ecosystem.In this episode, Shane sits down with Chris — NVCA Venture Vanguard Award winner, Michigan VC Hall of Fame inductee, and Managing Partner of Renaissance VC — to share the mindset and strategies that made him one of the most respected voices in venture capital.✅ What you'll learn:• The #1 trait Chris looks for in a GP before investing• Why democratizing venture capital leads to stronger returns• The toughest lessons every VC must learn (and how to know when to walk away)• How specialized funds can outperform mega-funds in the AI era• What today's GPs must do to stand outIf you're a tech founder, fund manager, or investor, this conversation is packed with wisdom you won't find in any pitch deck.

#Throwback Take: This week, Jenny and Thanasis revisit a conversation with Paige Soya, Managing Partner at K Street Capital, a seed-stage venture firm investing in high-growth regulated markets. Paige shares her journey from launching GoTab—a fintech startup she created as an MBA school project and later sold—to leading K Street's evolution from an angel group to a VC fund. She dives into the firm's $26M fund-of-funds program in partnership with Washington, D.C., her take on why the DMV is an ideal hub for innovation, and how having a pulse on regulated markets can make or break scaling. Along the way, she shares what she looks for in team dynamics, why her weekly meetings always include discussions on latest AI tools, and her biggest founder lesson: a finance background alone doesn't make you a VC.

August 28, 2025 ~ Todd Flood, Managing Partner at Flood Law PLLC, Host of "Behind the Bench" with Todd Flood on WJR discusses the Minnesota school shooting being investigated as a hate crime and act of domestic terrorism.

If building and preserving wealth feels overwhelming, these insights are designed for ultra-high-net-worth families and corporate executives like you. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Gerasimos Efthimiatos, CEO of Chesapeake Asset Management, who shares his extensive experience in managing multi-asset portfolios for high-net-worth individuals and families. After 18 years in the hedge fund industry, Gerasimos now leads an innovative wealth management firm that focuses on both traditional securities and alternative investments. From offering customized wealth solutions for corporate executives to using strategic tax-aware investment strategies, Gerasimos and his team at Chesapeake help clients protect and grow their wealth across public and private markets.   Key Takeaways: → The importance of offering both traditional and alternative asset solutions. → Why alternative investments are crucial for ultra-high-net-worth families. → The key to differentiating a wealth management firm in a crowded market. → The rise of multi-asset portfolios and how to manage them effectively. → The role of sophisticated clients in helping shape investment offerings. Gerasimos Efthimiatos is an investor and strategist with twenty years of experience investing in both public and private companies globally. He is CAM's CEO and Managing Partner, where he oversees both direct and externally managed investments. Gerasimos has advised family offices, endowments, and foundations on asset allocation and investment selection, and has deep alternative investment domain expertise across private equity, hedge funds, and venture capital. Previously, Gerasimos held senior portfolio and risk manager roles in hedge funds, including as Partner at Habrok Capital Partners, an equity long/short fund based in London. He received a Master of Engineering from University of London's Imperial College of Science, Technology, and Medicine and an MBA from Cornell University's Johnson School of Management.   Connect With Gerasimos:   Website Learn more about your ad choices. Visit megaphone.fm/adchoices

Most Advisors rely on technical expertise (IQ). But when you work with human beings, IQ alone often isn't enough. You have to combine IQ and EQ (Emotional Intelligence). Shannon Harris, Managing Partner at Ecclesiastes Wealth Partners, has developed an approach that blends IQ with EQ by delivering values-based advice designed to reshape every client conversation. In this episode, she shares why she completely rebranded her firm to focus on values-based advice and the framework she uses to deliver that value in every conversation. You'll Learn: Why IQ alone often isn't enough and how EQ can elevate your business How she applies values-based conversations in every meeting How she uncovers a client's top 5 values with a simple exercise How she uses the client's values to help them make better decisions The common quantitative and qualitative results of embracing this approach To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Values Exercise - Think2Perform The Ruthless Elimination of Hurry by John Mark Comer Equipping for Impact – Coaching program tailored to financial professionals Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Shannon Harris:  Website: Ecclesiastes Wealth Partners LinkedIn: Shannon Harris About Our Guest:  Shannon Harris is the Managing Partner and an advisor at Ecclesiastes Wealth Partners, recognized by Forbes as one of the Top Women Wealth Advisors. With over 25 years of experience, she blends financial planning with emotional intelligence, delivering values-based advice that aligns money with what matters most. Her unique approach is rooted in behavioral finance and life coaching, helping clients make meaningful, purpose-driven financial decisions. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

In this episode of the Wealth Wisdom Financial Podcast, Brandon Neely sits down with Ron Saharyan, Co-Founder and Managing Partner of Profit First Professionals, to talk about the heart of small business success, cash flow, profit, and building a business that works for you instead of draining you.   Ron has over 20 years of experience in scaling organizations, from running companies in the staffing industry to building Profit First Professionals from Mike Michalowicz's basement in 2014 into a global network of accountants, bookkeepers, and coaches who are transforming the way entrepreneurs handle money.   Known as “Obie Ron” inside the Profit First community, he's a go-to expert on sales systems, hiring, scaling, and operations. Beyond the business world, he's a proud husband and father living in New Jersey, with a passion for sports memorabilia and cars   Together, Brandon and Ron dig into:

When tragedy struck his family, Ritesh Shah asked himself a simple question: “How do I continue the oath I took as a pharmacist?” The answer became opening New Jersey's first (and only) charitable pharmacy alongside President Joseph Howe, which has provided thousands of free prescriptions to uninsured and underserved patients since 2022. In this episode, Ritesh opens up about the loss that changed his life, the launch of his autobiography Pills to Purpose, and his mission to make sure that no one is left behind because of the cost of medication. Buy Now: Pills to Purpose: From the Pharmacy to the Frontlines: Healing Beyond the Counter: https://www.amazon.com/Pills-Purpose-Pharmacy-Frontlines-Healing/dp/B0FL26WT2Q/ref=tmm_pap_swatch_0  00:00 – Introduction to Ritesh Shah & his mission  02:23 – From India to independent pharmacy in New Jersey  05:52 – Building seven pharmacies and leading Legacy Pharmacy Group  07:44 – Losing his sister & the inspiration for a charitable pharmacy  09:44 – Opening New Jersey's first charitable pharmacy in 2022  13:27 – Training the next generation: preceptor programs & students  20:20 – How BestRx supported the mission during the pandemic  26:05 – The vital role of his wife Asha in making it possible  44:23 – Pills to Purpose: A pharmacist's story  Hosted By: Mark Bivins | Chief Growth Officer, RedSail Technologies & Hemal Desai | President, BestRx Guest: Ritesh Shah, RPh | CEO & Managing Partner at Legacy Pharmacy Group & NJLEAF  & Joseph Howe | President, Ritesh Shah Charitable Pharmacy  Looking for more information about independent pharmacy? Visit https://www.redsailtechnologies.com 

In the recent episode of the Advance in Vietnam podcast series, Rizwan Khan, Managing Partner of Acclime Vietnam shares his insights with Partner, Vlad Savin for compliance practices, data privacy requirements, penalties, and data privacy's roadmap for staying on top of Vietnam's evolving #data privacy regulations.Here are the key takeaways:➡ An overview of the current data privacy regulations in Vietnam and who is involved in enforcing these policies➡ The key compliance requirements for businesses under Vietnam's data privacy regulations➡ Types of breaches incur penalties, and what should businesses be aware of to avoid non-compliance under this regulation➡ The key legal requirements and considerations for transferring personal data outside of Vietnam➡ A step-by-step roadmap to achieve data privacy

Chris Holman speaks with Chris Rizik, Founder, Managing Partner, and Chief Executive Officer, Renaissance Venture Capital, from Media Row, at the Grand Hotel, while at the 2025 Mackinac Policy Conference. » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Contractor-turned-investor David Simon shares his journey from running a faith-based construction business to scaling multifamily real estate, building partnerships, and creating community-driven housing. Inspiring lessons on action, mindset, and purpose.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Stephen Zubiago, CEO and Managing Partner of Nixon Peabody LLP, joins hosts Chris Batz and Howard Rosenberg to share what it takes to lead an AmLaw 100 firm through growth, competition, and change. He talks about how Nixon Peabody LLP aligns talent strategy with client needs, develops attorneys at every level, and builds a culture where collaboration and entrepreneurial drive matter as much as expertise. Their discussion explores the firm's focus on industries like financial services, real estate and affordable housing, healthcare, and technology, and why being selective about expansion is key to long-term strength.   This episode also looks at the bigger shifts reshaping the legal profession, including the race for talent, pressure to scale, and the rise of private equity in professional services. Stephen explains why Nixon Peabody LLP has turned down outside capital, how flexible remote work policies have strengthened retention after COVID, and why artificial intelligence is changing the way law is practiced. At the core of his leadership approach is a simple principle: the firm moves forward when its people do.   Episode Breakdown: 00:00 Stephen Zubiago's Career Journey 02:49 Vision for Growth at Nixon Peabody LLP 03:54 Attracting and Retaining Top Legal Talent 04:57 Key Practice Areas and Industry Focus 06:33 Balancing Firm Size with Culture and Market Position 11:17 What Differentiates Nixon Peabody LLP 14:01 Private Equity and the Future of Law Firms 16:01 The Partnership Model and Capital Needs 18:16 Managing Pricing Pressures in Legal Services 23:21 Navigating Challenges and Future Opportunities 24:01 Remote Work, Flexibility, and Retention 28:53 Innovation, Industry Focus, and AI in Legal Practice   Links Connect with Stephen Zubiago: LinkedIn: https://www.linkedin.com/in/stephen-zubiago-3141815/ Website Bio: https://www.nixonpeabody.com/people/zubiago-stephen-d   Connect with Howard Rosenberg: LinkedIn: https://www.linkedin.com/in/hrosenberg/ Company Web Profile: https://www.baretzbrunelle.com/howard-rosenberg   Connect with Chris Batz: LinkedIn: https://www.linkedin.com/in/chrisbatz/  LinkedIn Company Page: https://www.linkedin.com/company/columbus-street/ Columbus Street Website: https://www.columbus-street.com/  Podcast production and show notes provided by HiveCast.fm

Andrew K. Smith, Managing Partner and Co-Founder of Savory Fund, left the tech world behind and started his restaurant career in the dish pit of his wife's bakery. Since then, he and his team have grown over 320 restaurants, generated more than $2.5 billion in sales, and raised over $750 million across three funds. Listen now to learn how storytelling drives scale, how founders lead, and how family stays part of the journey. Sponsored by: • TOAST - All-In-1 Restaurant POS: https://bit.ly/3vpeVsc

Joe Wolfel Joe Wolfel is co-founder and the CEO of Terradepth, leading the company’s mission to unlock the potential of subsea data for industries such as energy, environmental science, and defense. Prior to his leadership role at Terradepth, Joe was the Managing Partner at Exbellum, a boutique consulting firm specializing in complex human capital solutions,…More

This week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals.  Jamie shares his journey from personal tragedy to industry leadership, highlighting how his mother's experience inspired a lifelong mission to expand access to financial guidance. They explore the convergence of wealth management models, the future of trust and estate services, and why firms must invest in people over products. Jamie also discusses his work with the FinServ Foundation, advocating for a more inclusive and sustainable financial industry. In this episode: (00:00) - Intro (02:20) – Jamie's personal “why” for joining the financial industry (06:13) – A career built on passion, scale, and purpose (09:05) – How firm types are converging in today's landscape (13:38) – The challenge of defining and delivering differentiated service (17:33) – What's next: Trusts, estate planning, and digital disruption (19:44) – Why estate planning is the industry's overdue frontier (22:00) – Jamie's mission to give back and shape the next generation (25:18) – Three takeaways for the future of financial advice (27:08) - Jamie's interests outside of work Quotes "Great companies come down to great people. Try to find great people to surround yourself with. You're only as good as they are." ~ Jamie Hopkins "I see firms that want to be everything to everybody, and realistically, you usually cannot be that. That holds you back from some of the growth and scale that you might be looking for." ~ Jamie Hopkins "Wealth management services look more similar everywhere. It's your people for the next decade that are going to distinguish you from anywhere else. So, invest in your people, take care of them, hire great people, find great people, and keep them." ~ Jamie Hopkins Links  Jamie Hopkins on LinkedIn WSFS Bank FinServ Foundation The American College of Financial Services Carson Group  Omani Carson SEI iCapital Trust & Will Wealth.com Wealth Management EDGE Conference Financial Services Institute Schwab Impact conference McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

 In this episode of the Lead With Heart Podcast, I sit down with Nick Cooney, the founder and Managing Partner at Lever VC, a trailblazing early-stage venture capital fund focused on food tech, ag tech, and sustainable food innovation that is changing the game.Together, we explore the interplay between venture capital and philanthropy that, if done well, can reshape the future of food. We dive into the world of impact investing, sustainable food systems, and the power of action-driven philanthropy. You'll also learn how to overcome your internal barriers and start helping others today.In this episode:[01:55] How Nick started blending venture capitalism and philanthropy[06:01] How to overcome the barriers to a more sustainable food system[08:28] What nonprofits can do to advocate for a  better food system[12:14] What the ideal sustainable food system looks like[13:58] Two innovations that will reshape how the world eats[16:16] How investments and philanthropy can make food accessible for all[19:11] Nick's latest book and the high cost of inaction[21:25] Some internal barriers we face to helping others[26:44] Three strategies to start building your charitable muscles today[32:43] Choose how you use money for greater impactRESOURCESDiscover Nick's books, including his latest, What We Don't Do.Send Haley a suggestion or request via text HERE!My book, Sow, Grow, Lead is live on Amazon! It shares my journey of starting a nonprofit in Malawi and offers practical strategies to help nonprofit leaders turn visions into reality, and create meaningful impact As the fundraising engine of choice for over 80,000 organizations in 90+ countries, Donorbox's easy-to-use fundraising tools help you raise more money in more ways. Seamlessly embed a customizable donation form into your website that reduces donor drop-off with a 4x faster checkout, launch a crowdfunding or peer-to-peer campaign, sell event tickets, raise funds on the go with Donorbox Live™ Kiosk, and much more. Learn more at donorbox.org The EmC Masterclass by Dr. Lola Gershfeld will help you enhance your communication skills to raise more revenue for your mission. This groundbreaking Emotional Connection process has been integrated into top universities' curriculum and recognized by international organizations. Use code LEADWITHHEART to enjoy a -10%.CONNECT WITH HALEYHaley is a Certified Fund Raising Executive (CFRE), Stress Management Coach, and EmC trainer. She founded The Savvy Fundraiser, a nonprofit consulting and coaching business, and has experience with nonprofits in human services, homelessness, and youth sectors. Specializing in EmC, leadership, board development, and fundraising, Haley is dedicated to empowering nonprofit leaders to create thriving organizations.Instagram: @thesavvyfundraiser LinkedIn: Haley Cooper, CFREWebsite: thesavvyfundraiser.comProduced by Ideablossoms

On Monday, we were talking about economic development and Erie's commercial real estate market with Chuck Peters, the Managing Partner of Altair Real Estate Services.

Live from the Wyoming Blockchain Symposium, we sat down with three of the earliest pioneers in the space to discuss the unprecedented political, regulatory and market momentum of crypto and blockchain. Franklin Templeton's Jenny Johnson, SALT and Skybridge Capital's Anthony Scaramucci, and Pantera Capital's Dan Morehead joined us to explore the need for bipartisanship, the current use cases for the technology platform, and more. Guests: Jenny Johnson, CEO, Franklin TempletonAnthony Scaramucci, Founder and Managing Partner, Skybridge Capital; Founder and Chairman, SALTDan Morehead, Founder and Managing Partner, Pantera Capital

Morgan Keim spent a decade launching food tech startups and raising $400M, only to realize that income without ownership was not true freedom. What began in 2014 as a quiet hedge against startup volatility grew into a full-time mission as he placed over 50 LP checks and then led two dozen contrarian acquisitions across the Midwest and Sunbelt. With 105 percent net investor returns across seven exits, he has transformed overlooked Class C properties into safe communities and stable cash flow. Today, as Managing Partner of Ocean Ridge Capital, Morgan helps founders and operators trade burnout for lasting wealth while tackling America's housing crisis.   Here's some of the topics we covered:   Breaking Free From Limiting Beliefs And Owning Your Path From Digital Marketing Hustle To Real Estate Empire Builder The Cash For Keys Strategy That Changes The Game The Hidden Struggles Of Affordable Housing No One Talks About Inside Morgan's Playbook For Managing A Full Rehab The Must-Know Advice Every New Real Estate Investor Needs How Morgan Builds Power Teams That Actually Deliver The Two Asset Classes Morgan Can't Stop Investing In Unlocking Your True Strengths And Leveraging Them For Success The Silver Tsunami That Will Disrupt Senior Housing Over The Next Decade   To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com    For more about Rod and his real estate investing journey go to www.rodkhleif.com   Please Review and Subscribe  

Have you thought about expanding your company internationally? Going across an ocean or maybe a neighboring country? Our guest today is Keenan Fisher, and he shares with us how he is successfully expanding into new international markets.TODAY'S WIN-WIN:What you want now vs. what you want later.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://us.tommyguns.com/Attend our Franchise Sales Training Workshop:  https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guest on social:https://www.linkedin.com/company/tommy-gun's-original-barbershop/?originalSubdomain=cahttps://www.facebook.com/TommyGunsOriginalBarbershop/ABOUT OUR GUEST:Keenan Fisher, a visionary leader and the driving force behind Tommy Gun's Original Barbershop, has transformed his father's family-run business into a global franchise powerhouse. Taking over from Ken Fisher, who founded the company in 1988, Keenan has elevated Tommy Gun's to unparalleled heights. Under his leadership, the brand has grown to over 88 locations across Canada and surpassed 100 locations worldwide, including expansions into the USA, Australia, and New Zealand. A testament to his dedication, Keenan recently celebrated a monumental milestone: 10 million haircuts since the brand's inception. Through innovative thinking and a commitment to exceptional service, Keenan ensures Tommy Gun's remains a leader in the barbershop industry, embodying the legacy of excellence his father began.  ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. The discussion covers various investment opportunities, including sports rights, telecom spectrum auctions, dark fiber, and intellectual property. Jeff shares insights on navigating regulatory changes and lessons learned from past investments, ultimately highlighting the future outlook for investment strategies in a rapidly evolving market.TakeawaysCloverlay specializes in esoteric niche private assets.The firm manages $1.6 billion in assets.Investments are designed to be uncorrelated and predictable.Understanding correlations is key to portfolio management.Investing in sports rights was a unique opportunity in 2020.Telecom spectrum auctions favor smaller investors.Dark fiber investments are critical for data centers.Regulatory changes can create new investment opportunities.Past investments provide valuable lessons for future strategies.Cloverlay aims to be a resource for institutional investors. Jeff's BioJeff serves as Managing Partner of Cloverlay and is a member of the Firm's Investment Committee and Board of Directors. Prior to founding Cloverlay, Jeff was a Managing Director with Morgan Stanley Alternative Investment Partners (AIP), a division of Morgan Stanley's institutional asset management business. While at AIP, Jeff was a member of the Executive and Business Committees and served on AIP's Private Markets Investment Committee as a Portfolio Manager responsible for leading primary fund, co-investment and secondary transactions focused on special situations globally and North American buyouts. Prior to AIP, Jeff advised and traded equity options and futures with U.S. hedge funds in Morgan Stanley's Equity Derivatives Group in New York. Prior to Morgan Stanley, Jeff was on the investment team at Petra Capital Partners, where he was responsible for screening, researching, structuring and monitoring private equity investments in health care and information services companies. Prior to Petra Capital, Jeff was an investment banker at Robertson Stephens, where he executed a variety of public and private equity, debt and convertible offerings along with mergers and acquisitions in financial services, health care, and business services.

On this week's FreightCaviar Podcast, Krystian Gebis and Will Jenkins sit down with Kevin Novak, Managing Partner & Founder at Rackhouse Venture Capital and ex-Uber Head of Data. He reflects on his path from machine learning to the world of freight, his take on the future of custom software in the industry, as well as AI's transformative potential and its limitations.This video is sponsored by WireBee, GenLogs and Highway.Subscribe for more!

What are the costs and lasting effects of a state government shutdown? MIRS sits down with government policy lawyer Steve Liedel, who was Gov. Jennifer Granholm's legal counsel. The last time the government shutdown was during Granholm's administration (1:00).  Also, MIRS talks to former state Representative Kurt Heise, a Plymouth Republican backing Detroit Mayor Mike Duggan's independent bid for governor. Heise hopes the Michigan GOP doesn't take the same approach as the state's Democratic Party by targeting pro-Duggan party members (19:45).  Additionally, MIRS takes a virtual trip out-of-state to Texas, speaking with Andy Fish, Managing Partner of Texas Legislative Service, trying to better understand how mid-decade redistricting efforts became the latest Trump White House controversy (40:30). 

On this Multifamily Minute, Tyler Deveraux reveals the three biggest mistakes new investors make—analysis paralysis, chasing unicorn deals, and going solo—and shows how to avoid them to build momentum with confidence.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

This episode recorded live at the Becker's 22nd Annual Spine, Orthopedic and Pain Management-Driven ASC + The Future of Spine Conference features Dr. Omar Khokhar, Managing Partner, Illinois GastroHealth. Dr. Khokhar discusses the growing demand for GI care, strategies to navigate workforce shortages, the role of artificial intelligence in improving colonoscopy outcomes, and how financial transparency can strengthen trust between patients and providers.

Altcoin froth meets real-asset rails. Vlad explains why Robinhood built an L2, how tokenized stocks—and even private shares like OpenAI/SpaceX—could trade on-chain, and what that means for accreditation, access, and the public/private wall. Plus: DATs, DTCC in a tokenized world, and AI that formally proves smart contracts. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Robinhood co‑founder/CEO Vlad Tenev joins to explain Robinhood Chain, why they chose a Layer 2 over a Layer 1, and the plan to bring tokenized stocks — including private shares — on‑chain. We get into the OpenAI/SpaceX kerfuffle, accreditation rules, and whether permissionless tokenization erodes the public/private boundary. Then we zoom out to 24/7 trading, Digital Asset Treasuries, and how formal verification (Lean proofs) could make smart contracts safer. Show highlights

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Yandy Plasencia, founder and CEO of DataHaven Software. In today's conversation we talk about Yandy's journey and vision as well as how mid-sized insurance companies can explore and empower their finance teams, especially their CFOs, by automating data reconciliation and unlocking real-time insights. KEY TAKEAWAYS          For the most part, it all comes down to the basic leger/sub-ledger challenge. The core systems are transactional and have all the information of what took place, what payments were paid out, when a claim came in, what took place and everything to verify a claim has coverage within the rules defined by the policy. If the data isn't easy to extract so it's digestible and consumable by the right audience then it will be challenging for that audience to interpret the data, reconcile it and do it in a timely fashion. In smaller sized carriers there will be more technical folks who are not necessarily business folks, there's always a gap between what the business and technology folks are looking for and, although technology does a very good job of getting the data where it needs to go, it doesn't always meet the needs of the finance and accounting folks. There an ongoing friction between both departments. You need to build an intelligence layer with well-defined relationships across every single data point as it pertains to financials. If it affects financials you need to have a relationship or ontology or something that tells you how these data points are interrelated. If you don't have that then it's only creating a problem for something else that's going to come up very soon. The main issue with spreadsheets with visualisation tools is that those tools solve the problem short term until they don't, they are extremely helpful until they become painful and they become a bottleneck for the organisation to grow eventually. The tools don't have change processes in place as data sets get larger and as organisations grow. They also become a personnel risk because only 1 or 2 people in the company understand it.   BEST MOMENTS ‘Data is a powerful tool, and it's “make it or break it” for a lot of companies, especially in insurance where the devil is in the details.'‘Being able to trace an expense back to the root system and getting a full transactional detail for that specific number is the most reliable way to do something.'‘It's only labour intensive if you try to do this completely manually and you don't leverage artificial intelligence in the right ways, and if you don't have a defined framework to do this, if you do, it's much easier.'‘It's not rocket science… it's just data science.' ABOUT THE GUESTS Yandy Plasencia is a visionary entrepreneur and software architect with deep expertise in AI, data engineering, insurance technology, and regulatory compliance. At DataHaven, Yandy and his team are creating an insurance-specific intelligence layer that automates reconciliation, accelerates financial analysis, and helps leadership trace changes in loss or expense ratios directly to operational events. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner.   Twitter LinkedIn Instagram Facebook TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

On this episode of the Passive Income Playbook, Pascal Wagner interviews Chris Seveney. Chris breaks down how his firm buys non‑performing residential mortgage notes, works with borrowers to re‑age loans, and occasionally forecloses or sells re‑performing paper. He walks through the end‑to‑end diligence (the “three P's”: person, property, predicament), state‑by‑state legal nuances, vendor management, and how experience refines the checklist. He also covers fund structure—Reg A access for non‑accredited investors, monthly income targets, four‑year lockup, and bonus‑share incentives—plus real‑world wins, losses, and risk controls. Guest Info Current role: Managing Partner, Seveney Investments (7E) Based in: Washington, DC Say hi to them at: 7einvestments.com | LinkedIn Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's challenging healthcare landscape, only innovations that solve the industry's most significant problems will thrive. In this episode, Peter Micca, Managing Partner at Caduceus Capital Partners, emphasized that innovation and technology are key to making healthcare more affordable, accessible, and efficient. He noted that the most successful healthcare startups address significant industry challenges, such as cost, access, and social determinants of health, while understanding the payer system and working with existing market players. Beyond AI, Peter highlighted promising areas like sensors, robotics, remote patient monitoring, and solutions targeting aging populations and loneliness. He shared that Caduceus focuses on helping proven companies scale through capital, advisory support, and deep industry relationships. His advice to healthcare founders is to clearly define the problem they solve, deeply understand their customers, and ensure their innovation directly addresses real market needs. Tune in to hear Peter Micca share how Caduceus Capital Partners is scaling game-changing technologies that are transforming cost, access, and care delivery! Resources: Connect with and follow Peter Micca on LinkedIn. Follow Caduceus Capital Partners on LinkedIn and discover their website! Check out Caduceus's whitepaper, The Growing Investment Opportunities in Digital Healthcare Innovation, here!

On this episode of Deal Debrief, Frank Yu and Erson Olivan, Managing Partners in our Private Equity group and co-heads of Brookfield's Special Investments strategy, join the podcast to discuss our investment in Spring Education Group, a national network of private schools spanning infant care through high school. Listen as they unpack the opportunity in private education and how Brookfield's flexible capital solutions aligned with Spring's needs. Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Why does affordable housing remain one of the most persistent challenges in real estate? In this episode, Jeannette Friedrich sits down with Bo Diamond, Co-Founder and Managing Partner of Caisson Capital Partners, to unpack the realities of attainable housing, the complexities of municipal politics, and how investors can balance returns with social responsibility. Drawing on his experience serving on a local housing crisis task force, Bo brings unique insights into why the problem is so difficult to solve and where practical solutions may lie. Key takeaways from this episode: - The difference between “Affordable Housing” with deed restrictions and “Attainable Housing” or naturally occurring workforce housing. - Why housing supply constraints are as much a political problem as an economic one. - The challenges developers face when community stakeholders, activists, and policymakers have conflicting goals. - Where innovation is most needed across capital stacks, policy frameworks, and development models. - How value-add strategies are evolving in today's market, with more focus on quality-of-life improvements than heavy renovations. - Why sustainable occupancy is often more important than chasing maximum rent growth. - Lessons from serving on a housing task force, including the realities of navigating public perception, NIMBYism, and municipal politics. Connect with Bo Diamond Website: www.caissoncap.com Email: bdiamond@caissoncap.com LinkedIn: Bo Diamond Timestamps 00:00 Introduction and Guest Introduction 01:52 Bo's Journey and Housing Crisis Task Force 04:21 Defining Attainable vs. Affordable Housing 21:33 REITs and Development Challenges 23:27 Evolving Value Add Strategies 32:22 Lightning Round and Final Thoughts Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

With some very rare exceptions, all of us have to have a ‘first job'. This also means we all remember the nervousness that comes with that first day. First month. Even the first year. While it hopefully wanes over time, those feelings of general uncertainty combined with a vague sense of having to prove one's self can easily lead to imposter-syndrome and burnout. But you throw a bad leader into the mix, and – as my guest today had to experience – you have a recipe for disaster. Early in her legal career, a then-boss told her she'd never be a trial attorney. No qualifications. No ‘constructive' criticism. Just a blunt, “you're too meek.”Now as Managing Partner at Duane Morris's L.A. offices, Cyndie Chang often handles litigation involving mergers & acquisitions, asset or stock sales, frauds, and securities, all while ensuring her team has the resources to thrive. Cyndie and I talk about her journey into big-law, and how the resources and the community they provide helped her to feel not just empowered, but included. We also discuss the dangers of looking at your people as commodities and not investments, and why new lawyers need to consider WHERE they want to practice just as much as WHAT they want to focus their practice on. Enjoy the show!