Podcasts about managing partners

a16z Managing Partner and Head of Global Partnerships Jen Kha joins MTS hosts Theo Jaffee and Sophia Dew to discuss a16z's Machine Age Fund and the investment thesis behind rebuilding the physical infrastructure that powers AI. Jen explains why chips, networking, memory, cooling, data centers, and other parts of the physical computing stack are becoming investable again after decades in which software captured much of the industry's attention. As AI demand pushes existing infrastructure to its limits, she explains why a16z created a dedicated fund and why hardware founders are increasingly rethinking the stack from first principles. They also discuss the global race to adopt AI, what hardware startups need beyond capital, the backlash against data centers in the U.S., and why experienced systems builders are returning to entrepreneurship as a new generation of infrastructure gets built. Resources: Follow Jen Kha on X: https://x.com/jkhamehl Follow Theo Jaffee on X: https://x.com/theojaffee Follow Sophia Dew on X: https://x.com/sophiadew Follow MTS on X: https://x.com/mtslive Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Charles is joined by Mario Veneroso, CEO and Managing Partner of Veneroso Wealth Management, to discuss how to navigate potential Federal Reserve rate hikes, why incredible S&P 500 earnings growth keeps the market rally alive, and whether tech and healthcare plays like Broadcom, Hims & Hers, and palantir are smart buys for your portfolio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The crew sizes up Bitcoin's rebound, the fight to bring Hyperliquid onshore, the SEC's new token fundraising framework, and why Stripe's OpenRouter deal could make AI inference markets look a lot like DeFi. 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. Tom and Tarun check in from Bhutan after lunch with the king, then the crew tackles Bitcoin's rebound, the path to a compliant U.S. Hyperliquid, the SEC's proposed Regulation Crypto Assets, and the growing overlap between AI inference markets and DeFi market structure. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

What happens when a professional athlete's career ends and then the income ends too? Dan Brisse saw his childhood heroes lose everything and used that as a warning to build a completely different financial future.He spent nearly 15 years as a professional snowboarder watching fellow athletes lose their homes, cars, and financial stability after their careers ended. That forced him to think differently about money. Instead of waiting until retirement, Dan learned how to turn the income he earned as an athlete into assets that could generate cash flow and give him greater control over his future.In this episode, Dan joins Russ and Joey to share how he went from buying his first rental properties to building Granite Towers Equity Group and investing in larger multifamily properties. He explains why he uses a clear investment “buy box” rather than chasing every deal that looks attractive.Top three things you will learn: -Why athletes need a financial plan beyond their athletic career-How to evaluate a real estate deal before investing-Why investment losses can become valuable lessonsAbout Our Guest:Dan Brisse is the co-founder & Managing Partner at Granite Towers Equity Group and oversees operations, acquisitions, investor relations, and asset management. ​As a professional snowboarder for over 13 years, Dan took home multiple X Games gold medals and was known as one of the top urban snowboarders in the world. His drive for excellence and success can be seen in Granite Towers' real estate portfolio.Dan is also the co-host of the Keeping It Real-Estate Podcast and the co-author of 4 Steps to Successful Passive Investing.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Dan Brisse:- Website - GraniteTowersEquityGroup.com

Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical financial experience to help clients make informed decisions and build greater financial confidence.Lear More: https://www.ccgcpas.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steve-phillips-managing-partner-of-ccg-cpas

In this episode, Miguel Gonzalez explains six things every adult should consider including in a financial emergency file—from a list of financial accounts and insurance policies to estate planning documents, recurring bills, professional contacts, and secure digital access information. Taking the time to organize these essentials now can make important financial information much easier to locate when it's needed most.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families with retirement income planning, investment strategies, and personalized retirement plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique financial planning firm focused on helping clients prepare for every stage of their financial lives.https://www.cortburgretirement.com/https://cortburg.buzzsprout.com/https://www.youtube.com/@cortburgretirementadvisorshttps://www.linkedin.com/in/miguelxgonzalezhttps://www.facebook.com/cortburginc#FinancialEmergency #EmergencyPlanning #FinancialPlanning #FinancialChecklist #PersonalFinance #EstatePlanning #FinancialOrganization #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #FinancialWellness #MoneyManagement #EmergencyPreparedness #FinancialDocuments #FamilyFinances #EstateDocuments #FinancialAccounts #FinancialEducation #WealthManagement #MoneyTipsWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

Most founders overlook a simple but powerful secret—protecting their ideas with the right legal strategies can turn a modest startup into a multimillion-euro exit. In this episode, Phil Crowley reveals how a Dublin-based AI startup turned a $500 million acquisition, sharing the tactical legal moves that fueled their journey from code to collapse and rebirth.You'll discover how early-stage founders can leverage intellectual property, patents, and strategic legal protections to safeguard their innovations without breaking the bank. Phil breaks down the true value of patents versus trade secrets in software, explains why a limited liability company setup is critical, and offers practical advice on avoiding personal liability traps that could derail your startup.We also explore the often-missed legal vulnerabilities that even successful founders regret ignoring—like improper IP assignments or neglecting formalized agreements with collaborators. Phil shares real-world anecdotes, including a $425 million sale, and distills crucial lessons on building a legally resilient business foundation.Why does neglecting legal infrastructure cost startups millions in lost value or legal trouble? Because in today's fast-moving tech landscape, protecting your "secret sauce" isn't just good practice—it's a game changer. If you're an early-stage founder or planning your next fundraising round, this episode arms you with the knowledge to shield your innovation and accelerate your growth confidently.Perfect for entrepreneurs looking to unlock legal strategies that build lasting value, or for anyone curious about how legal foresight can turn a modest idea into a thriving, protected business—this is your blueprint to avoid common pitfalls and claim your rightful share of success.Phil Crowley is Managing Partner at Crowlew Law, known for guiding tech startups through complex legal terrain from Dublin to New York, and for helping them secure millions through strategic IP and legal protections.

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's show features: - Nathan Shaver, Managing Partner at Shaver Auto Group - Christopher Schrementi, Managing Director at Gallagher - Chris Singleton, Managing Partner at Mike Terry Auto Group This episode is brought to you by: Zurich – Zurich Advisor IQ is Zurich's AI-driven training and coaching platform built to help F&I teams perform more consistently and sell more effectively — using real transaction data, not theory. By analyzing actual F&I transactions, Zurich Advisor IQ helps identify behaviors and trends influencing results, delivers actionable insights and roleplay scenarios, and gives dealership leaders visibility into performance across managers, stores and rooftops. Connect with your Zurich representative to request a demo and see how Zurich Advisor IQ can help turn F&I insight into stronger dealership performance. Check it out at https://carguymedia.com/46ibHtn Gallagher – Dealerships face a dynamic risk landscape—rising litigation, weather-related losses, workforce pressures and technology-driven exposures—and Gallagher delivers tailored insurance and risk management solutions built for today's dealership operations. Connect with Chris and the Gallagher team for a one-on-one conversation—visit https://www.ajg.com/industries/dealership-insurance/ and click "Get Started." Check out Car Dealership Guy's stuff: CDG Circles ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgcircles.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠

Business and finance news from the Asia-Pacific. Asian stocks edged lower, with the artificial intelligence trade in focus during a week set to be shaped by earnings from chip bellwether Nvidia Corp. and the Federal Reserve's annual gathering. Bloomberg's Paul Allen and Haidi Stroud-Watts speak to Pepperstone Research Strategist Dilin Wu. And - China said it continues to support a diplomatic end to the US-Iran war, in a delayed statement released shortly before the US is set to unveil measures to punish Tehran's economic partners. Bloomberg's Haidi Stroud-Watts and Paul Allen spoke to Christopher Smart, Managing Partner at Arbroath Group.See omnystudio.com/listener for privacy information.

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply.Everybody's pointing at the data centers. Adam isn't.He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers.And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine.So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country.And Adam looked at all of it and called data centers the new boogeyman.We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom.Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started.CHAPTERS00:00 Somebody's Paying For The Wires02:26 Billy Bob Made Us Famous03:35 The $60 Call He Made In June04:05 Cheap Oil Is A Mirage08:03 Venezuela Won't Save Us Until 202811:48 I Make More Money Under Democrats13:23 The LNG Shutdown Nobody Talks About15:24 The Snake Problem18:27 What Oil Should Actually Cost22:11 We Have To Take Our Medicine22:46 Your Bill Went Up 40 Percent25:05 Data Centers Are The New Boogeyman29:15 Texas Needs 5X Its Power31:06 Final ThoughtsCONNECT WITH ADAM BUTCHERBasin Ventures: https://www.basinventures.comAdam's bio: https://www.basinventures.com/team/adam-butcherLinkedIn: https://www.linkedin.com/in/adamwbutcherSUPPORT THE SHOWCardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% offCONNECT WITH BRIANhttps://www.briannicholsshow.combrian@briannicholsshow.comX, Facebook, Instagram: @BNicholsLibertyRecorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays.Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nosipho Radebe speaks to Kelvin Emmanuel, Nigeria-based Economist & Managing Partner at The Energy Consulting PracticeSee omnystudio.com/listener for privacy information.

In this episode, Asbel Montes, Co-Founder and Managing Partner, Solutions Group Services, discusses the future of healthcare through the lenses of data, physician leadership and consensus-driven decision making. He also shares insights from his book In Plain Sight, emphasizing grace, transparency and leadership principles that foster stronger teams and better outcomes.

Ralph welcomes Dr. Mimi Syed to discuss the recent report from Brown University's Costs of War Project: “Lethal Precision Without Accountability: Israeli Government ‘Quadcopter' Use in Gaza.” Then, Ralph speaks to Joel McCleary (former Deputy Assistant to President Jimmy Carter and international consultant) about his “Dancing in the Dark” essay series on the strategies that Trump is using to hold onto power at almost any cost.Dr. Mimi Syed is an emergency medicine physician and assistant clinical professor at University of Washington and Washington State University, and a fellow of the American College of Emergency Physicians. Dr. Syed served in Gaza at both al-Aqsa Hospital and Nasser Hospital, where she documented severe injuries from drone strikes and she has firsthand experience treating civilians targeted by the IDF. She is co-author of the Costs of War Project's new report: Lethal Precision Without Accountability: Israeli Government “Quadcopter” Use in Gaza.A lot of the attention has essentially fallen off from Gaza because of this so-called ceasefire…And the media (Western media) unfortunately is complicit in this—has no interest in covering Gaza, has no interest in covering the ongoing slaughter that's happening in Gaza.Dr. Mimi SyedThe irony of all of this is that the drones and the capabilities that these drones have to shoot and to distinguish between a civilian and a combatant—the whole purpose of this is to mitigate civilian harm. And instead, perversely, they're being used for the opposite. They're being used to target civilians and children. And in the U.N. report, they specifically talk about a soldier describing the experience, saying that it's like a video game. He can be sitting somewhere far away, away from the dangers of a military zone, away from the dangers of combatants, and essentially target whoever he wants, and shoot. And these drones have the capability of distinguishing between a child, an adult, a combatant. And most of these cases that I documented, the child was by themselves. There was no other adult harmed.Dr. Mimi SyedJoel McCleary served as Deputy Assistant to the President during the Carter Administration. As president of the Sawyer-Miller Group he oversaw international strategic advisory work for fourteen prime ministers and presidents. Currently, he is Managing Partner of Four Seasons Ventures, which has conducted in-depth studies for the Department of Defense and Department of Homeland Security on biodefense. These studies reviewed the emergency powers of the President in the event of a pandemic or major biological weapons attack. He is co-founder of the nonpartisan nonprofit Keep Our Republic.November 3rd is just the prelude to January 3rd—the game (so to speak) is who controls the Speakership. And that is determined by the certified members who are certified by the current House—they will determine who meets on January 3rd. So obviously what Trump does not want (or any President does not want) is there to be an opposing party's Speaker.Joel McClearyWe're not saying that anything is inevitable. We're just saying what is possible if you look at what they're saying and if you look at where they might go if they feel compelled to do so. So NSPM-7 is probably the most frightening aspect of this whole thing. And what's most frightening is how few people have focused on it. All of us need to read these documents at the ACLU (the Brennan Center has done fantastic work). And Mark Medish and I just are appalled that still, in Democratic circles or other circles, we are not yet comprehending the meaning of NSPM-7 and how it threatens each one of us in reality.Joel McClearyNews 8/21/26* This week, another round of primaries were held, most notably in Florida. For progressives, the biggest victory is that of Angie Nixon, a DSA-backed member of the Florida House of Representatives, representing Jacksonville. Nixon trounced her opponent – Alex Vindman, who testified against Trump during the 2019 impeachment effort – winning 56% of the vote to his 44% despite being outspent by a margin of 16 to 1. Forbes reports that in her victory speech, Nixon said “We have proved that everyday people are more powerful than corporations and billionaires…We went up against the political establishment, against millions of dollars of outside spending…and we won. This win was for the little guys and girls…We, the hardworking everyday people of Florida, sent a shock wave to the Washington, D.C., establishment.” Unfortunately, Nixon's candidacy, like that of any statewide Democratic campaign in the Sunshine State, remains a long shot. The last Democrat to win a U.S. Senate seat in Florida was former astronaut Bill Nelson in 2012.* More disappointing were the down-ballot results in these primaries. In the 20th congressional district, a majority-minority district centered on Broward County, Debbie Wasserman Schultz won with 45% of the vote, according to NBC. She defeated four Black candidates, including young progressive Elijah Manley. Wasserman Schultz previously represented the 25th district, but following the Republican-led mid-decade redistricting program carried out in Florida, she opted to seek reelection in this heavily Democratic seat. The Black candidates had tried and failed to consolidate behind a single choice.* And in Florida's 25th congressional district, ultra-zionist incumbent Congressman Jared Moskowitz “warded off” a challenge from his left in the form of Oliver Larkin, a DSA-backed union organizer. Larkin drew substantial media attention, first when he appeared on Fox and, asked about immigration and crime, he demanded accountability for “this pedophile president Donald Trump” and others implicated in the Jeffrey Epstein scandal and again during an interview with WPLG Local 10 when Larkin was “faced with genocide denial.” According to the Middle East Eye, Larkin “raised the topic of Israel's genocide in Gaza, pointing to statements and findings from institutions such as the United Nations, Amnesty International and Israeli human rights organisation B'Tselem,” which the interviewer, Glenna Milberg incorrectly dismissed as “factually incorrect.” Larkin “outlined Israel's deliberate targeting of civilians, restrictions on humanitarian aid and attacks on churches, schools and other places of worship,” and Milberg again “interrupted and said his account was ‘factually not correct.'” The Middle East Eye writes that the exchange was then “cut short when Milberg said she was being told they had to wrap up the interview.”* Turning to Texas, NOTUS reports Democratic Senate nominee James Talarico – capitalizing on the acrimonious primary battle between sitting Republican Senator John Cornyn and his victorious primary opponent Texas AG Ken Paxton – has taken the extraordinary step of bringing a Cornyn aide onto his campaign. According to this piece, “Jacob Smith, who worked for Cornyn for five years as a deputy legislative director and policy adviser, is taking on the role of deputy policy director for Talarico's campaign.” In a statement, Smith said that he is “proud” to join Talarico's campaign and that “Instead of playing partisan politics, Talarico speaks to the needs of everyday people who day in and day out work too hard for too little.” Smith also laid into Paxton, calling him “the most corrupt, self-dealing politician in Texas who would sell their futures to the highest contributor just to hold onto power,” and urging “fellow Republicans who know Ken Paxton is unfit to serve in the Senate to finally hold him accountable at the ballot box.” This piece quotes an anonymous “Republican operative” who characterized this kind of “cross-party hire” as “unheard of.” He added that Talarico has a “better chance than any Democrat has had in the state in a very long time.”* In more primary news, last week we discussed the victory of former Hartford, Connecticut Mayor Luke Bronin over 14-term incumbent Congressman John Larson. That same day, the Lever published an exposé of Stephen Mandel, a Connecticut-based billionaire hedge fund manager and Democratic mega-donor who is the “largest bankroller of a nascent political machine promising to ‘redefine' the Democratic Party.” Via two organizations – Majority Democrats and the Bench – Mandel and his wife have funneled tens of millions of dollars to candidates of their choosing in an attempt to form a “new [political] center.” According to this report, Bronin amassed a “sizable war chest,” during his primary challenge against Larson, much of which traces back to Mandel. Not only that, apparently, Bronin “used to be on the payroll of a nonprofit funded by the billionaire,” and his campaign's policy stances reflect the network's preferences and priorities. The Lever notes that, perhaps unsurprisingly, the Mandels did not return their requests for comment.* In more Connecticut news, in the wake of Larson's defeat, local media is beginning to question whether Senator Richard Blumenthal should run for another term in 2028, with WTNH noting that he will be 82 at the end of his current term. While Blumenthal has not formally announced that he will run for a fourth senate term, he did confirm that he has a campaign committee and it is raising money. This piece notes that Blumenthal is the second oldest member of Connecticut's congressional delegation, behind only Congresswoman Rosa DeLauro, 83, who represents the state's third congressional district. With the increased scrutiny on aging Democrats, and donors like Stephen Mandel bankrolling primary challenges by younger candidates, Blumenthal's decision of whether or not to run or anoint a successor could prove critical. For his part, Blumenthal is quoted saying “Age is a state of mind…and I am very, very happy doing my job right now, as energetically as I feel is appropriate.”* Senator Blumenthal features prominently in another story this week from a different part of Washington. NOTUS reports that on K Street, lobbyists for the defense industry – literally the military industrial complex – are “girding for aggressive investigations of President Donald Trump's Pentagon and the companies that do business with it,” if the Democrats retake one or both houses of Congress in the midterm elections. This piece emphasizes that Democrats have “spent two years seething that the Trump administration shut Congress out of decisions about the Pentagon, from the Iran war to politically connected contractors and a defense budget that's ballooned to $1.5 trillion.” Lobbyists are reported to be particularly wary of their clients being caught between outraged congressional Democrats and an uncooperative White House for the next two years. Blumenthal, the top Democrat on the Senate Investigations Subcommittee, is already zeroing in on 1789 Capital, where Donald Trump Jr. is an investor, and American Ventures, where Eric Trump is an investor, both of which received billions of dollars in government awards. He is quoted saying “We need to look into whether Trump's sons are profiting from investments in defense contractors that involve insider information or contracts awarded in ways that compromise defense interests.” Other investigations he signaled they might pursue include a probe of “the administration's growing reliance on single-source contracts and whether the administration has given preferential treatment to companies with political ties, particularly those that donated to Trump's White House ballroom project.” In the House, Democrats on the Armed Services Committee will likely focus on “military strategy, acquisition decisions and the Pentagon's rapidly growing budget,” while the Oversight Committee, is more focused on “corruption, conflicts of interest, companies connected to Trump allies such as SpaceX and other ethics issues.” When Republicans won control of the House, Senate, and presidency in 2024, many lobbying firms axed their Democratic staff. It seems they are beginning to regret that decision.* Our next two stories have to do with the AI boom. First, in Wisconsin, the politics of AI data centers have come to in large part define the ongoing race to succeed Democrat Tony Evers as Governor. DSA-backed candidate Francesca Hong rode her vow of a moratorium on new data center construction to front-runner status in the primary, only to lose by a hair to Evers' last minute chosen successor, David Crowley. Since becoming the nominee, Crowley has refused to adopt Hong's signature issue and his opponent, Republican Congressman Tom Tiffany is taking full advantage. According to Wisconsin Public Radio, Tiffany's campaign has released a new TV ad labeling his opponent “data center David Crowley.” In the ad, Crowley is “seen saying Wisconsin has the opportunity to be ‘an AI and a data hub not only for the entire country, but for the entire globe.'” Ironically, Tiffany himself has cast “pro-data center votes in Congress” and Crowley's campaign argues that Tiffany “wouldn't be as hard on developers as his campaign claims,” though he is now campaigning on “ending state subsidies for data centers and creating additional protections for ratepayers and the state's farmland and water.”* Next, a stunning feat of reporting by 404 Media exposed how “Amazon is buying massive quantities of books, scanning them for AI training data, and destroying them in the process.“ To investigate this, the outlet placed a tracking device in a rare book that they suspected would be acquired by an AI company for training data. Then, when indeed it was, they followed the book around the country to its final destination – an Amazon warehouse in Las Vegas, Nevada – where employees say that “all [they] do is scan books..Some are assigned to cut books, and others go to receive where they get books and scan the bar codes.” The printed book is destroyed in the process. The logo of the Amazon team that works at this warehouse, called VGT3, is a dinosaur, brandishing its teeth and with a book in its hands. The piece notes that the AI company Anthropic has previously been sued for engaging in the practice of destroying rare books in order to feed them into their large language models, or LLMs, on copyright grounds, but the “judge in the lawsuit ruled it was fair use and not a copyright violation for Anthropic to scan a book for training data in part because it destroyed the original, printed copy.” The author of this piece notes that these rare books are not necessarily monetarily valuable – they could be rare because “not many copies of them were ever printed,” or “they are in a foreign language not many people speak.” Still, as one bookseller said “There are different types of value…[besides monetary value] There's historical value, intellectual value, sentimental value. All sorts of things, and all of those the AI companies don't care about. They just want the content as a bunch of words strung together.”* Finally, we turn to the Vatican, where, Drop Site reports, Pope Leo XIV is using his pulpit to call for the opening of humanitarian corridors for civilians in Sudan. In his weekly Angelus address, the first American Pope highlighted “the plight of civilians in the besieged city of el-Obeid.” In addition to his call for humanitarian corridors, the pontiff called for both sides to “cease attacks on civilian targets.” Drop Site explains that El-Obeid, the largest city in Kordofan – the region comprising central Sudan – has faced intense drone attacks as the rebels of the Rapid Support Forces (RSF) battle the Sudanese army for supremacy in the region. An RSF siege has “left over 500,000 people in famine conditions for months and without supplies.” The United Nations warns that if El-Obeid falls, it could follow in the mold of el-Fasher, which fell to the RSF last year and resulted in “mass ethnic cleansing massacres by the RSF that killed an estimated 60,000 people.” We can only hope that the world will heed the Pope's plea for peace and humanitarian assistance to the civilian population of Sudan.This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe

Adam Butcher joins Brian Nichols to reveal what's actually driving your electricity bill higher and why blaming data centers and AI misses the real story about America's energy supply. Everybody's pointing at the data centers. Adam isn't. He's the President and Managing Partner of Basin Ventures. He's managed over $1.25 billion in oil and gas projects for more than 50 players in the industry and deployed over $500 million into minerals and royalties. He's a land guy - leases, title, ownership - which means he sees the part of this story nobody on cable news covers. And he came on with a number that stopped me cold. The Strategic Petroleum Reserve is at its lowest level since 1983. Roughly 35 days of cover. Draining every single week. Adam's take? Cheap oil is a mirage... and we've been hiding that with artificial levers instead of taking our medicine. So I brought him the stat sheet. Retail electricity up 7% in 2025. Up roughly 40% since 2021. Utilities requested $31 billion in rate hikes in 2025 versus $15 billion the year before. Another $9.4 billion in Q1 of 2026 alone. Virginia has 663 data centers, Texas has 405, together over a quarter of every data center in the country. And Adam looked at all of it and called data centers the new boogeyman. We get into Venezuela and why 2028 is the real timeline. We get into why he says he's always made more money under Democrats than Republicans. We get into the LNG export shutdown, ERCOT's grid math, Zuckerberg's city-sized facility outside Shreveport, and why he moved his fund to 50/50 oil and gas betting on a 2027 boom. Meet people where they're at. Most folks don't care about megawatts... they care about the number at the bottom of the envelope. So that's where we started. CHAPTERS 00:00 Somebody's Paying For The Wires 02:26 Billy Bob Made Us Famous 03:35 The $60 Call He Made In June 04:05 Cheap Oil Is A Mirage 08:03 Venezuela Won't Save Us Until 2028 11:48 I Make More Money Under Democrats 13:23 The LNG Shutdown Nobody Talks About 15:24 The Snake Problem 18:27 What Oil Should Actually Cost 22:11 We Have To Take Our Medicine 22:46 Your Bill Went Up 40 Percent 25:05 Data Centers Are The New Boogeyman 29:15 Texas Needs 5X Its Power 31:06 Final Thoughts CONNECT WITH ADAM BUTCHER Basin Ventures: https://www.basinventures.com Adam's bio: https://www.basinventures.com/team/adam-butcher LinkedIn: https://www.linkedin.com/in/adamwbutcher SUPPORT THE SHOW Cardio Miracle - https://cardiomiracle.com/TBNS - use code TBNS for 15% off CONNECT WITH BRIAN https://www.briannicholsshow.com brian@briannicholsshow.com X, Facebook, Instagram: @BNicholsLiberty Recorded at Cardio Miracle Studios in eastern Indiana. New episodes Thursdays. Educated. Enlightened. Informed. Learn more about your ad choices. Visit megaphone.fm/adchoices

48:01- Gen. Jack Keane, a retired 4-star general, the chairman of the Institute for the Study of War and Fox News Senior Strategic Analyst Topic: Iran looking to recover and rebuild what it lost 59:02- Eileen Chapman, Director of the Bruce Springsteen Center for American Music Topic: Ocean/Monmouth County Spotlight 1:06:27- Mike Gallagher, radio talk show host heard weekday mornings at 10 a.m. on AM 970 The Answer Topic: Primary results 1:27:21- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:40:49- Tom Del Beccaro, attorney, acclaimed author, speaker and the former Chairman of the California Republican Party Topic: Democrats no longer have the No. 1 weapon to keep their socialist wing in line (Fox News op ed) 1:54:04- Alan Dershowitz, Harvard Law Professor Emeritus, host of "The DerShow," and the author of "The Ten Big Anti-Israel Lies: And How to Refute Them with Truth" and the new book "The Preventative State" Topic: 250 antisemitic incidents in NYC schools since October 7th; Legalities of the ballroom 2:03:18- Pastor Dave Watson, Senior Pastor of Calvary Chapel on Staten Island, Founder and President of the New York Institute of Biblical Studies, and the host of "God in Our City" on WMCA Topic: Significance of earthquakes; Understanding the BibleSee omnystudio.com/listener for privacy information.

J. Patrick Galleher is the CEO & Managing Partner of Boxwood Partners, an investment bank headquartered in Jupiter, FL, where he leads transactions for Boxwood's M&A advisory services.   Over the past 25 years, Patrick has led sell-side transactions on over 70 engagements. At Boxwood Partners, he and his team focus on transactions in the lower middle market between $50-$500m in Enterprise Value. Since 2011, Boxwood has successfully completed over 35 Franchisor sell-side transactions, assisting founder and private equity-owned businesses to find strategic or private equity partners for their next stage of growth.   Prior to joining Boxwood, Patrick was CEO of WILink plc (WLK:LSE), a global financial communications and compliance business which is headquartered in London, with operations in the United State, Canada, United Kingdom, Continental Europe, and Sweden. Through its IPO in 2000, Patrick became the youngest CEO on the London Stock Exchange. In 2006, he successfully led the Company through a public-to-private transaction with SVIP, a NYC-based private equity group, and delisting it from the London Stock Exchange.   Patrick made a minority investment in sweetFrog Franchising, LLC in 2012. During his investment, sweetFrog grew from 15 locations to over 380 locations. In 2015, Patrick stepped in as Chairman & CEO, until completing a successful transaction with MTY / Kahala Brands in September of 2018.   Patrick served on the Board of Directors for Issuer Direct (ISDR:NYSE), since 2014. He was Chairman of the Strategic Advisory and Compensation Committees. Patrick holds a B.S. in Business Administration from the University of Richmond, where he played golf for the Spiders. He also holds a degree from the London Business School, as well as attending the Centre for Creative Leadership (CCL) in Belgium. He is a founder of the Virginia Chapter of Young President's Organization (YPO), member of CEO.org and the former Finance Chair of the Southeast U.S. and Caribbean (SEC) Region of YPO.

Most business owners think their exit value will come down to EBITDA and an industry multiple. But buyers are not only evaluating what the company earns; they are deciding how much risk they would inherit.  That risk can show up in customer concentration, weak financial reporting, founder dependence, an incomplete leadership team, or a business that has not been prepared to operate without its owner.  In this episode of Money School Elite, I sit down with Mike Bennett, founder of Crewe Capital, to examine what sophisticated buyers actually look for and why strong exits often take years to build.  We also explore why a business does not have one fixed value, how multiple indications of interest can create competitive tension, and why the right buyer may see strategic value that another completely misses.  What You'll Discover In This Episode    Why buyers price a business according to risk, not the effort it took to build The operational weaknesses that can quietly reduce your exit valuation Why founder dependence can make an otherwise profitable company harder to sell How tracking the right KPIs helps you understand whether your business is truly ready for market Why speaking to one buyer can leave significant value on the table How multiple indications of interest reveal what the market actually believes your company is worth Why the highest-value buyer may come from outside the traditional private equity landscape   About the Guest Mike Bennett is the Managing Partner of Crewe Capital. Mr. Bennett held senior positions with three different investment banking firms before this. Mr. Bennett provides capital solutions to middle-market companies and alternative investment advisory to institutional clients. Mr. Bennett has completed over 100 investment banking transactions. Expertise includes mergers, acquisitions, corporate finance, strategic advisory, fundraising, and direct investment in real estate, private equity, and private credit. Mr. Bennett sits on multiple boards and is actively involved in his community by participating in various organizations with a charitable focus. He is a graduate of Brigham Young University and the Saïd Business School at the University of Oxford. To learn more, visit crewe.com and send an email to m@crewe.com.     About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast    

Reviewing your beneficiary designations may take just a few minutes—but overlooking them could have lasting consequences.In this episode, Miguel Gonzalez discusses some of the most common beneficiary mistakes people make, including failing to update beneficiaries after major life events, relying solely on a will, overlooking contingent beneficiaries, forgetting old retirement accounts, and assuming beneficiary reviews are a one-time task. Learn why periodic reviews are an important part of keeping your financial plan up to date.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.#Beneficiaries #EstatePlanning #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #RetirementPlanning #PersonalFinance #FinancialWellness #LegacyPlanning #LifeInsurance #401k #IRA #FinancialEducation #MoneyManagement #WealthManagement #FinancialChecklist #EstatePlan #FinancialOrganization #SmartMoneyMoves #FinancialConfidenceWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

Stijn Schmitz welcomes Ted Oakley to the show. Ted Oakley is Founder and Managing Partner | Oxbow Advisors. The discussion explores investment strategy, focusing on long-term holdings, hard assets, and contrarian opportunities. Oakley emphasizes the importance of a longer investment horizon, typically holding stocks for three to ten years, while acknowledging that most traders focus on short-term moves, often using leverage and options—which he views as risky. He notes that his firm recently bought back gold, silver, and mining stocks after significant corrections, considering them cheap on a cash flow basis, and continues to hold energy positions. Oakley expresses caution regarding certain AI-driven tech companies, citing concerns about debt levels, earnings quality, and the sustainability of current growth. He sees parallels to the late 1990s and the potential for revaluation if commercial viability falters. He advocates maintaining liquidity to seize opportunities during market dislocations, often holding substantial short-term treasuries alongside gold as a currency hedge against dollar depreciation and long-term inflationary pressures from rising government debt and deficits. The conversation turns to gold, with Oakley viewing the recent pullback to around $4,000 as a buying opportunity for those with a multi-year outlook, expecting much higher prices driven by central bank purchases and de-dollarization trends. He sees gold miners and royalty companies as undervalued, noting strong balance sheets and wide profit margins relative to extraction costs. Silver is also considered attractive, though more volatile. On energy, Oakley highlights the sector's profitability even at moderate oil prices and the structural supply constraints from underinvestment. He recommends a diversified approach across producers, pipelines, and service companies, focusing on quality names bought at a discount to intrinsic value. He also discusses critical minerals and iron ore as part of a broader hard asset strategy to protect against currency debasement. Timestamps: 00:00:00 – Introduction 00:01:00 – Current Investment Opportunities 00:02:23 – Long-term Investment Horizon 00:05:05 – Microsoft and AI Concerns 00:09:37 – Liquidity and Market Risks 00:11:29 – Debasement and Hard Assets 00:14:36 – Gold Market Opportunity 00:18:19 – Silver vs Gold Thesis 00:28:34 – Gold Miners Landscape 00:31:30 – Royalty Companies Value 00:34:01 – Energy Sector Fundamentals 00:39:13 – Critical Minerals Exposure 00:46:35 – Wrap Up Guest Links: X: https://x.com/Oxbow_Advisors Website: https://oxbowadvisors.com YouTube: https://www.youtube.com/user/OxbowAdvisors J. Ted Oakley, CFA, CFP, is Managing Director and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, Thoughtful Money, The David Lin Report, and many more. Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Mr. Oakley began his career in Dallas, Texas, over 40 years ago. He is the author of Eleven books: You Sold Your Company, $30 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, Your Money Mentality, Stay Rich with a Balanced Portfolio & his 2025 latest release: Second Generation Wealth. Mr. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. Mr. Oakley recently arranged for Foster Angels in South Texas to represent The Heart Gallery of Texas to further their adoption efforts.

In part two of our interview with Advent's Managing Partner, we explore how the firm is navigating longer holding periods, harder exits, and rapid technological change — while staying true to its core.

In this episode, we sit down with Marshall Sandman, founder and Managing Partner of Animal Capital, a seed-stage venture firm whose first fund backed four unicorns and ranked in the top 1% of its vintage.We discuss how Marshall built a venture firm backed by some of the world's most recognizable celebrities and entrepreneurs, the reality of raising a fund in a down market, why most founders should bootstrap instead of raising venture capital, what separates venture capitalists from asset managers, and why he believes today's AI market is overhyped.If you're interested in venture capital, startups, fundraising, investing, AI, or understanding how top-performing venture firms are built, this episode is for you.This episode is supported by Sydecar, HEX, Wispr Flow, Granola, Beehiiv, KalshiSydecar: https://sydecar.io/partners/trailblazersbeehiiv: https://www.beehiiv.com/splash?utm_campaign=trailblazers-2026-Partnership&utm_medium=podcast&utm_source=trailblazers&utm_term=podcast-11&stripe_campaign_code=TRAILBLAZERS30 (or use code “trailblazers30” for 30% OFF)Granola: http://granola.ai/trailblazers *Granola is the official notetaker of Trailblazers. Check out the episode shownotes here: https://notes.granola.ai/t/dff2aba0-4c29-498b-a4e0-2afd6b66c6e1-00b881l8Kalshi: http://Kalshi.com/r/trailblazersWispr Flow: https://ref.wisprflow.ai/trailblazersHEX: http://hex.ai/trailblazers

Episode 158: This week, Kyle Van Pelt talks with Michael Batnick, Managing Partner at Ritholtz Wealth Management. Michael began his career in sales at a life insurance company. Today, he focuses on helping clients navigate the challenges of long-term investing and achieve their financial goals.  Michael talks with Kyle about how AI is disrupting the wealth management industry. He discusses the realities of rising technology spend, the limits of AI-driven efficiency in human relationships, and how firms can use AI to improve advisor training. Michael also shares the concept behind Exhibit A—Ritholtz's custom-branded visual storytelling and charting software platform—and the importance of building intuitive technology that genuinely makes people's lives easier.  In this episode: (00:00) - Intro (02:26) - Navigating AI hype vs. operational realities  (04:24) - Michael's thoughts on technology spending (07:01) - Why AI won't systematically double an advisor's client capacity (11:21) - How AI could transform training for young advisors  (15:57) - Private equity and the changing advisor landscape  (19:24) - The debate between cash flow and enterprise value  (23:09) - The concept behind Exhibit A (25:52) - Are RIAs becoming wirehouses in disguise?  (28:32) - Why large RIAs struggle to reach the public markets  (31:19) - Michael's outlook for the wealth management industry  (32:38) - The future of multi-custodial RIAs  (35:23) - Michael's Milemarker Minute Key Takeaways Don't confuse efficiency with capacity. AI can automate preparation, documentation, and follow-up, but human capacity for real, meaningful conversations has a ceiling regardless of how much prep work gets automated. Rethink how you train the next generation of advisors. Build a training engine, not just a productivity tool. If AI tools can simulate practice scenarios and give real-time coaching feedback, use them to compress the learning curve for junior talent instead of burning your best chances on people who might not be ready yet.  Question industry narratives before adopting them. Just because a structure worked for someone else doesn't mean it's automatically right for your business. Figure out what you actually need.  Make technology so intuitive that clients barely notice it. When software is genuinely easy to use, adoption grows, support needs drop, and businesses can scale more sustainably.  Quotes "There's never been more excitement and also more confusion about the future of where we're going." ~ Michael Batnick  "I think a lot of people are really excited about the promise of AI and what it's going to do to change our industry, our jobs, our margins, and the way that we communicate with clients. But I don't think we know what that looks like, which is fine, totally fine and normal." ~ Michael Batnick "Dealing with clients is exhausting, mentally and emotionally. It takes a lot out of you." ~ Michael Batnick Links  Michael Batnick on LinkedIn Ritholtz Wealth Management Future Proof Matt Cerminaro Exhibit A For Advice Ian Wenik Creative Planning Altruist Jason Wenk Powerhouse by James Miller Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Most real estate investors evaluate deals. Ben Kahle evaluates the people running them. As CEO and Managing Partner of Wellings Capital, a private equity firm with more than $500 million in assets under management, Ben has spent 11 years building a rigorous operator due diligence process that puts people above property. In this episode, he breaks down how Wellings vets commercial real estate sponsors, what their 28-step due diligence process actually looks for, and where investors consistently misjudge risk by focusing on the asset instead of the operator behind it. About Ben Kahle Ben Kahle is the CEO and Managing Partner of Wellings Capital, a private equity firm with more than $500 million in assets under management and over $225 million in investor equity across 1,100+ investors. He joined the firm as a $12-an-hour intern in 2015, became a partner in 2019, and now leads the company's investment strategy and operator due diligence process. Wellings invests as a joint venture equity provider in multifamily, mobile home parks, self-storage, and industrial assets, with a minimum check size of $4 to $5 million per deal. What We Cover in This Episode Why Wellings Capital thinks of itself as a people business, not a real estate business The core investing principle: a great operator in a mediocre market beats a mediocre operator in a great market How Wellings uses a 28-step due diligence process to evaluate commercial real estate sponsors What incentive structures for onsite managers and asset managers reveal about operator quality Why track record analysis requires cycle context, not just raw performance numbers How Wellings verifies operator financial strength using personal financial statements, tax returns, and Trepp Why Wellings shifted from LP investing to joint venture equity provider three years ago The control rights Wellings negotiates: forced sales, manager removal, and CapEx draw control The 80/20 (or 90/10) reality of deal and sponsor quality in today's market The "death by Google" screening method for surfacing sponsor red flags fast The cockroach test: why one visible problem usually means more you cannot see Third-party resources for investor due diligence: Invest Clearly, 506 Group, Private Investor Club How Ben's team is using AI to analyze deals and run due diligence workflows Key Insight Ben Kahle draws a line most investors never make explicit: he would rather put capital into a mediocre deal in a mediocre market with a great operator than into an outstanding property with a mediocre one. That conviction runs all the way down to the onsite property manager's bonus structure. Wellings wants to see incentives tied directly to NOI, occupancy, and collections before they commit a dollar. After reviewing more than 1,100 deals in a single year, Ben says operator quality is the variable that explains most of the outcomes, good and bad. Why This Episode Matters If you are placing capital with a sponsor or evaluating any deal led by someone else, this episode gives you a concrete framework for what to look for and what to walk away from. Ben covers the process, the red flags, and the specific tools he uses in plain terms that any investor can apply regardless of check size. Find Out More Website: https://www.wellingscapital.com Free resources on mobile home parks and self-storage: https://www.wellingscapital.com/resources Sponsors Today's episode is brought to you by Green Property Management, managing everything from single family homes to apartment complexes in the West Michigan area. https://www.livegreenlocal.com And RCB & Associates, helping Michigan-based real estate investors and small business owners navigate the complex world of health insurance and Medicare benefits. https://www.rcbassociatesllc.com

Consumerization is changing how patients engage with healthcare, and pharma companies may need to rethink how they approach awareness, diagnosis and commercialization. In this sponsored episode of The Top Line, host Irena Luo is joined by Rachel Stoll, Managing Partner, Growth & Innovation at Princeton10, and Kevin Nalty, Vice President of Strategy at Princeton10, to discuss how evolving patient behaviors are reshaping the healthcare journey. Together, they explore the impact of GLP-1s, telemedicine, AI, wellness technologies and other low-friction healthcare experiences that are raising expectations for convenience and accessibility. The conversation examines emerging gaps between health awareness and clinical diagnosis, the role of wellness tools and health data, and why some patients delay or avoid care altogether. The guests also discuss opportunities for pharma brands to rethink disease awareness, improve navigation to diagnosis and treatment, and borrow engagement strategies from successful consumer platforms that encourage long-term behavior change. Listen to hear practical insights on how brand teams can adapt their commercial strategies, identify hidden friction points and better meet the needs of today's healthcare consumer.See omnystudio.com/listener for privacy information.

Tyler Dillard | Andersen, Tate, Carr Tyler Dillard is a litigation and trial attorney and the Managing Partner of the firm. He has represented both plaintiffs and defendants in a wide variety of cases in state, federal, and appellate courts across Georgia. Tyler takes a broad range of cases because he believes the clients and […]

Is your accounting practice built to scale—or positioned for a high-multiple exit? In this episode of Growing Your Firm, host David Cristello welcomes back Geoff Bruskin, founder and CEO of White Tiger Connections. Geoff pulls back the curtain on the current "white-hot" public accounting M&A market in 2026. From the rise of Fractional COO engagements to 7x+ EBITDA multiples, Jeff breaks down what buyers are looking for and why private equity (PE) plays fail 40% of the time when they ignore the human element of change management. Whether you're an Operations Manager looking to optimize workflow, a Managing Partner eyeing a future exit, or a CPA starting a firm, this episode is packed with real-world deal structures, go-to-market strategies, and tech implementation blueprints. In this episode, we explore: The Fractional COO Model: Why $1M to $20M accounting firms are hiring fractional executive leaders to build infrastructure for scale rather than overpaying for full-time roles. Inside a 7.4x EBITDA Deal: A deep dive into a $2.7M remote, subscription-based micro-platform firm asking $8M. The PE Spectrum (Successes vs. Failures): Why 30–40% of private equity acquisitions fail due to aggressive price hikes, poor software adoption, and staff turnover. The "Solutions Architect" Role: Why every growing practice needs an internal champion to bridge systems like CCH, TaxDome, Carbon, and CRM tools. Offensive vs. Defensive Strategy: How cross-selling Client Advisory Services (CAS) and wealth management can multiply your firm's enterprise value. Agentic AI & Claude CoWork: How modern leaders use AI agents to automate IT mapping, proposal scoping, and client deliverables. Key Deal Benchmarks Mentioned: Average Deal Multiple: 4x to 6x Adjusted EBITDA for traditional practices. Micro-Platform Multiples: Up to 7.4x+ for firms with 100% subscription models and balanced CAS/Tax integration. Solutions Architect Compensation: $60k to $150k annually (domestic or offshore) to eliminate technology friction. Featured Guest: Geoff Bruskin   Take control of your practice: Optimize your workflow with Jetpack Workflow: https://bit.ly/4bj4a0H

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, crypto streamer and trading/markets influencer threadguy joins the crew to translate what is happening in the trenches, from market-open streams and social trading apps to public PnL and Gen Z's appetite for risk. The conversation starts with a challenge to crypto's old guard: today's lowest-cap markets look less like clicking a few ICOs and more like playing Fortnite with token scanners, wallet trackers, and social feeds all firing at once. From there, threadguy breaks down the fight between FOMO and Pump.fun, why the winner may be whoever owns the trader graph, and how one visible winning trade can turn an unknown wallet into a market-moving celebrity. Haseeb questions whether Robinhood has actually brought new money onchain, Tarun and Robert revisit the hidden counterparty risks of early crypto, and the group imagines a future in which AI agents launch protocols, raise capital, and transact without a human-facing interface. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

08/14/26: Afternoons Live Host, Tyler Axness, is in for Joel Heitkamp and is joined in the KFGO studio by Dane DeKrey to speak about his client, Werner Kunkel. Dane is criticizing Immigration and Customs Enforcement’s decision to take Kunkel into custody one day after a judge agreed to release him from jail because his murder conviction from 1996 was overturned. Read more at KFGO.com. Dane is a criminal defense attorney and Managing Partner at Ringstrom DeKrey. See omnystudio.com/listener for privacy information.

Bowen and Finn Alexy are brothers, entrepreneurs, and investors based in Willoughby, Ohio. They serve as Co-Chief Operating Officers of Alexy Metals, a second-generation brazing alloy manufacturing and precious metals refining company, where they have helped lead the business through a period of significant growth while becoming the two youngest executives in their industry.Beyond manufacturing, they are the Co-Founders and Managing Partners of BowFin Capital, an early-stage venture investment platform focused on backing exceptional founders across healthcare, fintech, industrial technology, and consumer businesses. They became angel investors in a fast-growing New York City startup while still in their early twenties and are passionate about expanding access to entrepreneurship and early-stage investing.Finn and Bowen are the first brothers / dual recipients to ever receive Fast Track 50's Young Entrepreneur Award together, and recently became the first brothers in the 20-year history of the Cleveland Professional 20/30 Club's Top 25 Under 35 list to be honored in the same class. Under their leadership, Alexy Metals was also recognized as Ohio Business Magazine's Most Innovative Ohio Company in 2025.Through both operating businesses and investing in the next generation of founders, they are working to build enduring companies in Ohio while helping inspire more young people to pursue entrepreneurship.00:00 Introduction to Bo and Finn Alexy and their business journey02:07 The importance of innovation in legacy industries03:02 The story of Alexi Metals and their industry niche07:28 Explaining brazing alloys and precious metal refining09:52 Innovating in an industry resistant to change14:32 Valuable insights in scrap and recycling16:45 Creating a circular economy in precious metals22:24 Growth opportunities and market expansion24:16 The role of technology and e-commerce27:33 Building in Northeast Ohio and community impact29:09 The origin of Bofin Capital and venture journey36:16 Lessons learned from early investments and trust-building40:01 Storytelling, narrative, and building brands45:24 Leadership lessons from parents and ambition50:48 Reflections on entrepreneurship and future goals53:26 The value of building publicly and inspiring others58:46 Closing thoughts and hidden gems in Cleveland-----LINKS:https://alexymetals.com/https://www.linkedin.com/in/finnalexy/https://www.linkedin.com/in/bowenalexy/-----SPONSOR:Cerity PartnersCerity Partners, a full-service investment and wealth management firm serving high-net-worth individuals, entrepreneurs, and business owners, is proud to sponsor Lay of The Land. The firm has local roots in Cleveland and across Ohio, and like this podcast, Cerity Partners advisors specialize in serving the interests of local entrepreneurs and business leaders. The firm's national presence means it can offer the resources and specialized knowledge of the largest institutions with the independence and service of a neighbor. The Cerity Partners Cleveland team understands the complexity that comes with wealth, and they adhere to fiduciary standards. Discover the financial lay of your land.Learn more at https://ceritypartners.com/NPR or call 216-464-6266.Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs. Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.Learn more at https://roundstoneinsurance.com/-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here: https://layoftheland.ck.page/5f0c1e28faConnect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/

Brent Nelson chats with Lisa Zeiderman to discuss the intersection of wealth planning and divorce. They explore the financial and legal considerations that arise during divorce and the importance of thoughtful planning when significant assets are involved. They give special attention to the value of premarital and post-marital agreements. Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP in New York and a highly recognized matrimonial attorney, Certified Financial Litigator, and Certified Divorce Financial Analyst. She focuses on complex divorce, financial and custody matters, as well as prenuptial and postnuptial agreements. Lisa has been recognized by Crain's New York, Hudson Valley Best Lawyers, and Super Lawyers for her excellence in the legal field. She can be found at: https://lisazeiderman.com/ This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. This podcast may be considered attorney advertising. This podcast does not create an attorney-client relationship and is not a legal opinion or legal advice. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to Team – Wealth and Law. Legal Disclaimer: Legal Disclaimer – Wealth and Law

In this episode, Miguel Gonzalez discusses six important financial decisions that often deserve a second opinion before moving forward. From changing jobs and buying a home to claiming Social Security, making major investment changes, taking on debt, and preparing for retirement, taking the time to review your options can help you make more informed financial decisions.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.#FinancialPlanning #SecondOpinion #PersonalFinance #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #RetirementPlanning #SocialSecurity #InvestmentPlanning #HomeBuying #CareerChange #DebtManagement #FinancialDecisions #MoneyManagement #WealthManagement #FinancialEducation #SmartMoneyMoves #FinancialConfidence #LongTermPlanning #MoneyMindsetWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

When you're dealing with family offices, you're dealing with the top .0001% of America's wealthiest families. As a result, your approach to allocating capital needs to be nearly flawless, with well-developed strategies and investment theses. Sal Buscemi, Managing Partner and Co-founder of Brahmin Partners, allocates capital on behalf of 13 Family Offices. Sal is an expert at building relationships with sophisticated families and helping them preserve and grow their legacies. Sal has vast experience across asset classes, including high-profile, recent pre-IPO opportunities such Space X and Stripe.  Sal has a well-informed, holistic view of the market that benefits his clients. 

Many entrepreneurs mistake task completion for true business growth—discover the biggest lie holding you back.Entrepreneurs often fall into the trap of feeling productive by crossing tasks off their to-do lists—but is that really growing your business? In this eye-opening episode, Glenn Harper and Julie Smith bust through the biggest lie most entrepreneurs tell themselves.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key TakeawaysDon't confuse task completion with business building: Many entrepreneurs spend their time on easy tasks instead of strategic growth activities (00:29-01:32).Prepare for the necessary pivot: Being stuck in routines can make it difficult to adapt when your business needs a change (00:45).Identify your real product or service: It's easy to mistake what you sell (e.g., homes) for what you truly provide (e.g., the dream of homeownership) (02:09-03:02).The path of least resistance isn't the best route: Doing what's comfortable often prevents substantial progress (01:37).Growth requires doing the hard things: Embrace the challenging tasks if you want your business to thrive (01:47-01:49).5 Frequently Asked QuestionsWhat is the biggest lie entrepreneurs tell themselves? - Glenn Harper explains it's believing they are running a business, when they're just completing tasks (00:29).Why do entrepreneurs get stuck doing easy tasks? - According to Julie Smith, easy tasks are enjoyable and offer the path of least resistance, making them an easy comfort zone (01:37).How can being task-focused hurt your business? - It can prevent you from pivoting quickly or prioritizing activities that actually drive growth and revenue (01:47).What does it mean to misunderstand your product or service? -Glenn Harper shares that entrepreneurs often think they're selling a product (like a house) instead of the real value (a dream or lifestyle) (02:09).What can help entrepreneurs shift their mindset? - Focus on doing the hard, strategic things and be prepared to pivot—don't let comfort tasks hold you back from growth (01:49).Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Copyright 2026 Glenn HarperMentioned in this episode:Brought to you by Harper & Company CPAs PlusRunning a business takes vision, grit… and the right financial partner. At Harper & Company CPAs Plus, we don't just crunch numbers—we empower entrepreneurs. From proactive tax strategy and accounting to business advisory services, our team helps you keep more of what you earn and scale with confidence. Whether you're launching, growing, or preparing for exit, Harper & Company is in your corner with expert guidance built for business owners like you. Visit www.harpercpaplus.com to book a complimentary discovery call today - or call us at 614-456-7222. Brought to you by Harper & Company CPAs Plus

Send us Fan Mail8% of pro athletes are broke within 3 years of retirement. Dan Breezy watched it happen to his friends and decided to do something different. After multiple X Games gold medals in urban snowboarding, he took the same "inch wide, mile deep" focus that made him one of the best in the world at one discipline - and applied it to becoming one of the best value-add multifamily operators in Dallas-Fort Worth, working alongside mentors like Ken McElroy and Bobby Castro.In this episode, Dan breaks down the visualization principle that let him land tricks he had never attempted before - seeing it perfectly in his mind's eye before he ever hit the jump. He connects that directly to real estate underwriting: if you can't see the answer clearly, stay back. He shares the painful lesson of running too optimistically without accounting for market cycles, how to structure debt based on where you are in the cycle, and why getting crushed in taxes as an athlete was the catalyst for everything. Family Office Club has hosted 300+ investor events and connected investors across every asset class - Dan is a case study in what specialization looks like at the highest level.Are you spread across 5 asset classes or going a mile deep on one? About Family Office ClubThe world's largest investor club in the family office space. 19 years. 300+ events. 16 million members. $1B+ in community transactions.

Send us Fan MailThe industry has spent a decade optimizing for two generations that drink less than the ones before them, and in the process has mostly stopped talking to the two that hold the money. Gen X and Boomers control the majority of American household wealth, drink more often than any younger cohort, and moderate the least. Few people make that case more directly than Antonia Fattizzi and Brian Choi. Antonia, founder of the consultancy Cork and Tin, spent a decade as a rep on the street before launching her firm in 2012, and has built her practice around the generation the industry keeps forgetting. Brian, Managing Partner and CEO of The Food Institute, oversees what he calls the Bloomberg of the food and beverage industry, tracking real-time data across retail, food service, and manufacturing.In this episode, recorded live at Bar Convent Brooklyn as Part 2 of our "Cracking the Generational Code" series, Antonia and Brian ask what the industry gives up by aiming nearly every sales and marketing dollar at younger drinkers. What does it cost a brand when the generation most likely to stay loyal for a decade is the one its marketing plan never mentions? Why are the consumers with the most disposable income in the country not buying the bottle you built for them, and where are they spending instead? What does authenticity mean to a cohort that has been marketed at for forty years and can identify a gimmick on sight? And which channels is the industry walking past entirely because it already decided who its customer is supposed to be?Park Street Imports is the back-office and importing solution for alcoholic beverage brands launching and scaling in the U.S. market.Featured Guests:Antonia Fattizzi, Founder, Cork and TinBrian Choi, Managing Partner & CEO, The Food InstituteMentioned in the Episode:Cork & TinThe Food InstituteWant to stay in the know about new episodes from the podcast? Click the link here.Learn More About Park StreetSign up for our Daily Industry Newsletter.Sign Up for our Monthly Newsletter.Check out Park Street's Guide to Getting Started in the U.S. MarketFollow us for more industry insights onLinkedIn FacebookTwitterInstagram

We ask Advent's Managing Partner and Co-Head of North America how they've combined deep sector expertise with true global scale.

This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------This episode of Investing in Impact is a little different from the conversations I usually have on the show.Social Leverage is not an impact investing firm in the traditional sense. It is a seed stage venture capital firm investing primarily in fintech, financial infrastructure, wealth technology, and vertical AI.But impact does not always fit neatly inside an impact investing label.Capital allocation shapes which companies get built, which founders get opportunities, where wealth is created, and what happens after successful entrepreneurs and employees gain experience, relationships, and financial resources.That idea became one of the most interesting parts of my conversation with Matt Ober, Managing Partner at Social Leverage.Matt described a flywheel the firm sees repeatedly across its network: a founder builds a company, eventually has an exit, and later returns to their hometown or another community where they want to build a life. They begin mentoring and supporting other entrepreneurs.Those entrepreneurs build companies of their own, and some eventually become new investment opportunities.Successful companies can create much more than financial returns for investors.They can create wealth for employees, produce experienced founders and operators, build networks, and recycle knowledge and capital back into communities and future companies.That broader definition of impact is what makes this conversation particularly interesting.Matt brings a unique perspective to the discussion. Before joining Social Leverage, he worked at Bloomberg, led data strategy at quantitative hedge fund WorldQuant, helped launch WorldQuant Ventures, and later served as Chief Data Scientist at Third Point.Today, he invests at the earliest stages of companies building across fintech and AI.In our conversation, we explore how Social Leverage evaluates founders, why venture investing is still fundamentally about people despite the rise of data and AI, and how technologies like AI are changing the economics of building companies.We also discuss several Social Leverage portfolio companies, including Fiscal AI, Slash Experts, and SyntheticFi, the evolution of wealth management technology, agentic trading, the role of financial advisors in an AI driven world, and why the next generation of professionals will need to become deeply proficient with AI.At its core, this conversation is about how capital, technology, entrepreneurship, and networks compound over time, and how the effects of a successful company can extend far beyond the original investment. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

In this episode, host Jenna Hille, Strategy & Operations Director at Coldwell Banker Commercial, sits down with Audrey Navarro, Managing Partner of Clemons Real Estate in Kansas City. A retail and investment specialist, Audrey has spent two decades building a full-service commercial firm alongside her family, with work spanning Crown Center repositioning, multifamily redevelopment, and a nonprofit specialty practice. She shares how she built WIRED — a 150-member women's investment group where members pool capital and acquire commercial real estate together. From a $2,000 investment minimum on their first deal just West of Kansas City's Country Club Plaza, she breaks down how women are moving from the sidelines to ownership. A practical look at building wealth, community, and confidence in CRE.

If we're not studying our visitors, how can we fulfill our mission? What is a net promoter score? And what should a museum's net promoter score be? How do you ask a survey question if you want a meaningful answer? What is capacity building? What is COVES, and how can people get involved with it?Ryan Auster (Manager of Learning Metrics, Museum of Science, Boston) discusses “Improving Visitor Experience with Data” with MtM host Jonathan Alger (Managing Partner, C&G Partners | The Exhibition and Experience Design Studio).Along the way: OERs, excellent vs outstanding, and statistics 101.Talking Points:1. What is visitor studies?2. What is COVES (Collaboration for Ongoing Visitor Experience Studies)?3. Net Promoter Scores & Overall Experience Ratings4. Drowning in data, but starving for wisdom5. The Voice of the Visitor6. How to join the COVES movementHow to Listen:Listen on Apple Podcasts:https://podcasts.apple.com/us/podcast/making-the-museum/id1674901311  Listen on Spotify:https://open.spotify.com/show/6oP4QJR7yxv7Rs7VqIpI1G  Listen at Making the Museum, the Website:https://www.makingthemuseum.com/podcast Links to Every Podcast Service, via Transistor:https://makingthemuseum.transistor.fm/ Guest Bio:Dr. Ryan Auster (he/him) is the Manager of Learning Metrics at the Museum of Science, Boston (MOS) where he serves as the Project Director of the Collaboration for Ongoing Visitor Experience Studies (COVES), a research initiative with 100+ museum members across the United States and Canada. Ryan has a passion for simplifying messy data, advocating for visualizations that tell stories to inform decision making and improve societal outcomes, and believes that collaborative projects make for stronger work. Before joining the museum field, he was a professional ski bum and an amateur long-distance athlete, but now he just chases his two young sons for physical activity.About Making the Museum:Making the Museum is a newsletter and podcast on exhibitions, written and hosted by Jonathan Alger. MtM is a project of C&G Partners | The Exhibition and Experience Design Studio.Learn more about the creative work of C&G Partners:https://www.cgpartnersllc.com/ Links for This Episode:Ryan Auster: rauster@mos.org COVES: www.understandingvisitors.org Visitor Studies Association: www.visitorstudies.org Museum of Science, Boston: www.mos.org Links for Making the Museum, the Podcast:Contact Making the Museum:https://www.makingthemuseum.com/contact Host Jonathan Alger, Managing Partner of C&G Partners, on LinkedIn: https://www.linkedin.com/in/jonathanalger Email Jonathan Alger:alger@cgpartnersllc.com C&G Partners | The Exhibition and Experience Design Studio:https://www.cgpartnersllc.com/ Making the Museum, the Newsletter:Like the show? You might enjoy the newsletter. Making the Museum is also a free weekly email about exhibitions for museum leaders and teams. (And newsletter subscribers are the first to hear about new episodes of this podcast.)Join hundreds of your peers with a one-minute read, three times a week. Invest in your career with a diverse, regular feed of planning and design insights, practical tips, and tested strategies — including thought-provoking approaches to technology, experience design, audience, budgeting, content, and project management.Subscribe to the newsletter:https://www.makingthemuseum.com/ 

The VC Report is sponsored by Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. evolutionequity.com/ In this episode, Richard Seewald, Founder and Managing Partner at Evolution Equity Partners, shares his expert opinion on the cybersecurity market and investing climate in our industry.

EPISODE DESCRIPTION In this episode, host Steve Tinnelly sits down with Ramona Acosta to discuss CAM University, a professional training and development program that guides community managers from obtaining their CMCA certification to maintaining it. CAM University leverages Tinnelly Law Group's legal and industry expertise in HOA Law to provide this one-of-a-kind program was designed with the MANAGER in mind. KEY POINTS First California edition of a prerequisite course that complies with state certification requirements Approved by CAMICB as a prerequisite course for the CMCA designation California education + national certification = personalized learning on topics like: Budgets and reserves Governance and legal issues HR management Meetings and operations Property maintenance Ethics and more Approved alternative to CAI's M100 California Edition Earn your CMCA with California based instruction in less time and at a lower cost Pass your exam with CMCA Study Group Maintain your CMCA with over 27 hours of on-demand CEUs Explore the CAM University virtual campus here: camuniversity.org ABOUT OUR GUESTS Steven J. Tinnelly, Esq. is the Managing Partner of Tinnelly Law Group. He is known for his exceptional writing, analytical and negotiation skills, and providing general counsel representation to many of the firm's larger HOA clients throughout the state. Mr. Tinnelly is very active within the community association industry and devotes a substantial amount of time to educating homeowners and industry professionals about the legal issues affecting California community associations. Read more Ramona Acosta, PCAM is the Director of Operations & Business Development for Tinnelly Law Group. Ms. Acosta directs and manages the firm's business development, marketing, public relations, and client relationship management efforts. Her success as a community manager and management company executive, coupled with her extensive knowledge of the California laws pertaining to HOAs, provides significant value to our clients and the professionals who manage them. Read more

John Anderson sits down with social researcher Mark McCrindle and measurement researcher Dorian von Freyhold to examine whether Australia's Census is giving an accurate picture of the country's religious identity. They explore how changes to the wording and structure of the religion question may influence responses, why “no religion” does not necessarily mean atheism, and what their research suggests about the true scale of secularisation in Australia.The conversation also looks beyond the Census to the broader cultural picture: the changing relationship younger Australians have with Christianity, the difference between religious affiliation and active belief, the enduring influence of Christian institutions and values, and the growing search for meaning in an increasingly fragmented society.Mark McCrindle is an Australian social researcher, demographer, author and founder of McCrindle, a research and communications agency specialising in social trends, generational change and demographic analysis. He has spent two decades researching how Australian society is changing and is the author of five books. McCrindle is also widely known for coining the term “Generation Alpha” and regularly contributes to public debate on demographic, cultural and generational trends.Dr Dorian von Freyhold is a researcher and strategist specialising in consumer psychology, data science, survey design and business analytics. He holds a PhD from the University of Queensland, where he also lectured in business analytics, consumer psychology and marketing research. Von Freyhold has applied experimental and behavioural research methods across consulting, polling and commercial analytics, and is Managing Partner at Compass Polling. His recent research includes a 5,000-person experiment examining how the wording and structure of the Australian Census religion question can influence responses.

Why do so many founder-led companies hit a growth ceiling... even when they have a great product? In this episode of Sales Lead Dog, Christopher Smith sits down with Adam Rojas, Founder and Managing Partner of Bellmoore Consulting, to discuss how growth-stage businesses can build scalable sales systems, improve revenue operations, and move beyond founder-dependent selling. Adam shares practical lessons from more than 25 years in enterprise sales leadership, explaining why predictable growth comes from building the right sales process, qualifying opportunities early, using CRM strategically, and leveraging AI to help teams work smarter instead of harder. If you're a founder, sales leader, revenue executive, or business owner looking to build a repeatable go-to-market strategy, this episode is packed with practical advice you can apply immediately. What You'll Learn • How to build a predictable revenue operating system • The biggest mistakes businesses make with CRM • Why most companies suffer from a "leaky sales bucket" • The KPIs every growing business should measure • Why sales is still built on human relationships About Adam Rojas Adam Rojas is the Founder and Managing Partner of Bellmoore Consulting, a fractional commercial and revenue leadership firm that helps founder-led technology and tech-enabled services companies build predictable, scalable revenue engines. Adam specializes in helping growth-stage businesses in the $2M to $15M revenue range create the commercial infrastructure needed to scale, including revenue strategy, sales process, pipeline management, leadership coaching, and go-to-market execution. Before founding Bellmoore Consulting, Adam spent more than 25 years leading enterprise sales organizations, beginning his career in telecommunications with BellSouth before moving into leadership roles at AT&T after its acquisition. Throughout his career, he has worked with organizations ranging from small businesses to Fortune 100 companies, helping teams modernize their sales strategies, improve CRM adoption, and build sustainable revenue growth. Today, Adam partners with founders who have outgrown founder-led selling and need experienced commercial leadership without making a premature Chief Revenue Officer hire. His work focuses on transforming inconsistent sales into repeatable systems that support long-term growth. Connect with Adam Rojas LinkedIn https://www.linkedin.com/in/adamrojas/ Bellmoore Consulting https://www.bellmooreconsulting.com/ About Sales Lead Dog Sales Lead Dog is hosted by Christopher Smith, CRM technology and sales process expert, and founder of Empellor CRM. Each episode features sales leaders who have separated themselves from the rest of the pack, sharing how they achieve success with their teams and their CRM strategy. Unless you are the lead dog, the view never changes. Connect and Learn More All episodes and show notes: https://empellorcrm.com/salesleaddog/ If this episode brought you value

Peter Parsons sits down with Len Ward, Managing Partner of Commexis, for a wide ranging conversation on AI in manufacturing. Len traces his path from Wall Street to digital marketing to leading a company that helps businesses shift from a "search and retrieve" mindset to a "solve my problem" one.They dig into why B2B manufacturers are actually ahead of the curve on AI adoption, the rise of the "AI pilot" role inside factories, and why the best AI hires often come from within your own team rather than an outside resume. Len also shares his take on which jobs are safest from AI disruption (hint: anything tactile, like nursing or skilled trades), where he sees the biggest upside for AI in healthcare, and why he thinks the next wave of two to five person companies could disrupt entire industries.This one covers a lot of ground: AI blueprints, business bottlenecks, the coming shakeup in company size and structure, and what it really means to build an "AI first" company instead of just bolting AI onto old processes.

The best value add plan is not always the one you start right away. Chris Lento explains why waiting for the market can produce better long term results. Description Chris Lento, Managing Partner of EM Capital, joins Dave Dubeau to discuss how multifamily investing has changed over the past few years. Instead of relying on rapid rent growth or market appreciation, Chris explains why today's environment rewards strong operations, careful expense control, and disciplined decision making. The conversation covers how EM Capital manages nearly 1,200 apartment units across the Southeast, how they motivate onsite teams with owner funded incentives, why investor communication matters during difficult markets, and how they are exploring AI to improve capital raising, acquisitions, and operations. Key Topics Building systems for better asset management Waiting for market support before renovating units Managing investor expectations during longer hold periods Finding off market opportunities through broker relationships Using AI to improve operations and decision making Guest Information Chris Lento Managing Partner, EM Capital Website: www.emcapitalgroup.com LinkedIn: Available through the EM Capital website. Call to Action Learn more about Chris Lento and EM Capital by visiting www.emcapitalgroup.com. Connect with Chris on LinkedIn through the website.

Hour 3 for 8/7/26 Drew and Bruce Lachenauer, theFounder and Managing Partner of the Gaudium Group, discuss AI and the job market (1:00). Topics: will AI replace work? (10:17), UBI (15:01), AI and robotics (18:44), who controls AI? (25:09), low income workers (27:46), morality (33:03), will trades be needed? (42:49), job transition (44:32), and discouragement (47:09). Link: https://www.thegaudiumgroup.com/ Original Air Date: Hour 3 for 11/13/25

This week we dissect ColdCard's ~$100M RNG exploit that Claude Code cracked in 8 minutes, debate whether AI just killed open-source security and Bitcoin maximalism, tear apart Ethereum's EIP-8361 staking-yield taper, and unpack Leopold Aschenbrenner's 67% Situational Awareness blowup and CLARITY Act's ethics fight. 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. No guest this week, just the four of them working through a week where AI quietly rewrote the economics of both security and human psychology, and crypto happened to be standing in the blast radius. This episode: ColdCard, NVK's Bitcoin-only hardware wallet, got drained of nearly $100M thanks to a random-number-generation bug that a one-word commit buried five years ago, and Claude Code sniffed it out in 8 minutes (an open model with no internet found it in 20, for about two bucks). The crew debates whether AI just killed open-source security, whether Nic Carter is right that this is 'the death of Bitcoin maximalism,' and why Tarun thinks maxi devs are 'the RFK of security practices.' Then they take a blowtorch to Ethereum's EIP-8361 staking-yield taper (Tarun: 'the proposal reads like shit'), unpack Leopold Aschenbrenner's 67% Situational Awareness blowup while 4x levered, and wade into the CLARITY Act's ethics fight where a single amendment is the whole ballgame. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

Rob Heyvaert is the Founder and Managing Partner of Motive Partners, a fintech-focused investment firm backing companies transforming financial services through technology, data, and infrastructure innovation. Top 3 Value Bombs 1. Failure is often a greater teacher than success because it forces adaptation, resilience, and continuous learning. 2. The real AI opportunity is not replacing people; it's delivering finished work, creating better products, and providing highly personalized customer experiences. 3. Curiosity, urgency, and surrounding yourself with exceptional people are foundational ingredients for long-term entrepreneurial success. Check out Rob's website to learn more - Motive Partners Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Nexus Install - Have a high-ticket offer? Nexus Install builds you a custom LinkedIn prospect booking system designed to generate more quality sales calls. Email JLD at John@EOFire.com to learn more.