Podcasts about co managing partner

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Best podcasts about co managing partner

Latest podcast episodes about co managing partner

The Building Science Podcast
Architecture of Risk: Managing Liability & Uncertainty in the AEC

The Building Science Podcast

Play Episode Listen Later Apr 30, 2025 66:41


Risk is real in the AEC. True risk management isn't about avoidance, but about informed engagement.Homes and buildings today measure success in many ways, each of these represent a potential failure mode. Managing risk means recognizing and embracing it, this is a core message from our guest today. Joe Basham is a seasoned construction industry attorney with decades of experience, a keen mind, clever wit and the ability to cut to the heart of the matter.Join Kristof and Joe as they delve into the critical role of risk management in the design and construction process and unpack real world ways to navigate challenges with demanding clients, the importance of clear contracts, the power of proactive project management. The discussion also focuses on the impact of new project delivery methods, the rising costs of professional liability insurance and evolving liability concerns in the larger context. Discover how architects are adapting by focusing on design leadership, leveraging consultants, clear contract language and the importance of having open and respectful relationships with all stakeholders. We explore the arriving potential of AI to revolutionize the design profession, offering increased efficiency and informed decision-making - recognizing that this is also a deep change and one that comes with implicit risks and rewards. One final thought is that the ultimate de-risking move is to design thoughtfully, build carefully and maintain open communication and realistic expectations at all times!Joe BashamJoe Basham is Allensworth's Co-Managing Partner. In addition to being responsible for the vision of our firm, he has twenty years' experience in guiding construction industry clients in the preparation, negotiation, and revision of the contracts that govern their work. Contracts are the foundation of any project, and Joe's job is to make sure that foundation is solid. From there, Joe counsels clients in the full range of project-related legal issues, strategies, obligations, and risks that arise from preconstruction to closeout.As a seasoned construction contract attorney, Joe is well versed inthe industry-standard contracts, including AIA, EJCDC, ConsensusDocs and DBIA templates, which he customizes for each specific project. He drafts and negotiates contracts with an emphasis on market-based risk management and practical solutions—all in furtherance of getting the deal closed. Because he represents a broad range of clients, from owners and developers to contractors and design professionals, he understands construction and design contract issues from all angles and is particularly skilled at getting projects underway by getting parties to “yes.”TeamHosted by Kristof IrwinEdited by Nico MignardiProduced by M. Walker

Private Equity Podcast: Karma School of Business
Private Equity Spotlight: Investing in Vision and Integrity with Trent Hickman

Private Equity Podcast: Karma School of Business

Play Episode Listen Later Mar 26, 2025 47:11


What does it take to transform founder-led businesses into industry leaders? In this episode of the Karma School of Business, Sean Mooney sits down with Trent Hickman, Co-Managing Partner at VSS Capital Partners, and shares his blueprint for creating value, building trust, and fostering growth alongside visionary management teams that every business builder and private equity professional needs to hear. Episode Highlights 0:34 – Meet Trent Hickman: His journey from Charlotte, NC to becoming a leader in private equity and a passionate ski coach. 13:13 – What makes a great investment? The three key attributes Trent looks for in founder-led businesses. 19:04 – Building strong partnerships with management teams: Insights on aligning visions and maintaining a growth mindset. 22:02 – Innovative approaches to value creation: Using third-party expertise and ensuring multiple ways to win. 35:58 – The importance of embracing change and leveraging external resources to accelerate business success. 40:28 – Advice to the next generation: Trent's reflections on patience, enjoying the journey, and collaborating to achieve long-term impact.   For more information on VSS Capital Partners, go to https://www.vss.com/ For more information on Trent Hickman, go to https://www.linkedin.com/in/trenthickman/ For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts

The Pomp Podcast
#1505 James Lavish & Sam Callahan | Bitcoin Has EXPONENTIAL Growth Ahead

The Pomp Podcast

Play Episode Listen Later Mar 14, 2025 25:09


James Lavish is the Co-Managing Partner of the Bitcoin Opportunity Fund, and is the author of the ‘The Informationist' a weekly newsletter that simplifies financial concepts. Sam Callahan writes simple, insightful updates on bitcoin called “The News Block Weekly Newsletter.” This episode was recorded at Bitcoin Investor Week in New York. In this conversation we discuss if Trump admin will be able to balance the budget, what a balanced budget could mean for bitcoin, global liquidity, gold, and nation states adopting bitcoin.=======================This episode is brought to you by Bitdeer (NASDAQ: BTDR), a global leader in Bitcoin mining and high-performance computing for AI. Led by a seasoned management team, Bitdeer is driving innovation with its proprietary SEALMINER ASICs for Bitcoin mining and has a massive 2.5 GW power portfolio across three continents. Learn more about Bitdeer at www.bitdeer.com=======================Franzy makes franchise ownership accessible for dreamers, go-getters, and investors alike. With the AI-powered Franzy Fit Score, match with the best brands for your financials, experience, and goals. Explore franchise options, get pre-qualified, and access expert coaching to guide your journey. Ready to own a business? Visit https://franzy.com/pomp today!=======================BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

The Lawyer's Edge
Denise Baker | Leading a Law Firm: Hot Topics, Tough Calls, and Leadership Lessons

The Lawyer's Edge

Play Episode Listen Later Mar 11, 2025 33:31


Denise Baker is a Co-Managing Partner of one of Canada's oldest and most prestigious firms, WeirFoulds. In addition to that role, she advises on complex municipal and land use planning law issues that appear before multiple courts and tribunals. She also participates in mediations and negotiations to effectively resolve disputes before they get to court. Denise chairs numerous land use and municipal law-related committees, including serving as a past chair of the municipal law section of the Ontario Bar Association. She speaks frequently for organizations like the Law Society of Ontario, the Ontario Professional Planners Institute, and the Ontario Bar Association, and has been teaching land use law for years. She's repeatedly recognized by Best Lawyers in Canada, in the Canadian Legal Lexpert Directory, and is ranked by Chambers Canada. WHAT'S COVERED IN THIS EPISODE ABOUT LEADING A LAW FIRM As a managing partner of a law firm who still maintains a busy legal practice, you often have to wear many hats, such as leading your firm, making critical decisions, managing different personalities, and ensuring top-tier client service. Connecting with peers who share similar challenges can be invaluable. This is what drew Denise Baker to the Managing Partner Forum's conference at the end of 2024, where she and Elise Holtzman, the host of The Lawyer's Edge podcast, met as faculty members. In this episode, Elise speaks with Denise about the pressing issues, tough decisions, and key leadership lessons she has encountered as a law firm leader. Denise discusses the challenges of training and motivating lawyers, the evolving role of AI in legal practice, the decision to adopt a co-managing partner structure, and the critical importance of addressing toxic behavior within a firm. 3:36 – Key issues that managing partners and law firm leaders face today 6:13 – Use of AI and the importance of carefully weaving it into legal practices 11:48 – Why WeirFoulds decided to adopt the fairly new co-managing partner framework 15:41 – The importance of balancing management responsibilities while in a busy practice 17:28 – How Denise has evolved as a leader since becoming co-managing partner 19:56 – The challenge of managing difficult people and why dealing with toxic behavior in your firm is a necessity 31:01 – Denise's final piece of advice that can pay dividends for your organization's culture MENTIONED IN LEADING A LAW FIRM: HOT TOPICS, TOUGH CALLS, AND LEADERSHIP LESSONS Denise Baker (WeirFoulds LLP) | LinkedIn WeirFoulds LLP | LinkedIn | YouTube Managing Partner Forum | Conference Overview  Above the Law Get Connected with The Coaching Team at hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession.  Early Bird Registration is now underway for our 2025 Ignite cohorts. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

HVAC Know It All Podcast
Why HVAC Techs Keep Blaming Suppliers Instead of Fixing Their Own Mistakes | Larry Michelson Part 2

HVAC Know It All Podcast

Play Episode Listen Later Feb 27, 2025 24:00


In this episode of the HVAC Know It All Podcast, host Gary McCreadie continues his conversation with Larry Michelson, Co-Managing Partner at Cool Daddy LLC, Director of ObjectStep, HVAC Constitution expert at AlphaSights, and former Senior HVAC Counterman at A&R Supply, South Florida. In Part 2, they discussed the challenges within HVAC supply chains, including communication gaps, lack of automation, and the growing burden on counter staff. They also discuss why returned parts are a major issue, the impact of brand ownership changes, and how technology can improve efficiency in HVAC distribution.Larry also shares insights on the daily challenges HVAC counter staff face, the disconnect between technicians and suppliers, and why effective communication is crucial for smooth operations. He emphasizes the impact of brand ownership changes, the risks of relying on undertrained counter staff, and how technology can streamline HVAC supply transactions. Additionally, he discusses why returned parts create major inefficiencies and how both technicians and suppliers can work together to improve service quality.This episode is filled with practical insights, industry challenges, and real-world solutions. It is a must-listen for HVAC professionals looking to improve supplier relationships, enhance communication, and navigate the evolving HVAC supply chain effectively.At Tropic Supply and other leading distributors, Larry Michelson has gained deep expertise in HVAC supply chain management, helping technicians navigate parts ordering, supplier relationships, and industry challenges. He highlights the disconnect between counter staff and technicians, emphasizing the importance of communication, training, and technology in improving service efficiency. With years of experience in HVAC logistics, brand ownership changes, and supplier operations, Larry provides valuable insights for professionals looking to streamline their workflow and build stronger industry connections.Expect to Learn: Why effective communication between HVAC technicians and suppliers is critical. How lack of automation in HVAC supply impacts efficiency and logistics. The biggest challenges counter staff face when dealing with technicians. Why returned parts create major issues in the HVAC supply chain. How technology can streamline transactions and improve supplier relationships. Episode Highlights: [00:33] – Introduction to the Second Part of the Episode with Larry Michelson  [02:40] – Key Challenges in HVAC Supply: Communication, Automation & Returned Parts.  [07:15] – What HVAC Counter Staff Need from Technicians to Keep Supply Operations Smooth.  [09:25] – Language Barriers, Technology, and the Increasing Burden on HVAC Counter Staff.  [14:26] – Discussion on HVAC brand ownership, qualities of a good counter person, technician challenges, and building strong supplier relationships.  [18:41] – Examination of knowledge gaps, miscommunication, and the role of technology in HVAC supply dynamics.  This Episode is Kindly Sponsored by:Master: https://www.master.ca/Cintas: https://www.cintas.com/Supply House: https://www.supplyhouse.comCool Air Products: https://www.coolairproducts.netLambert Insurance Services: https://www.lambert-ins.com Follow the Larry Michelson on: LinkedIn: https://www.linkedin.com/in/ljmfla/ObjectStep: https://www.linkedin.com/company/objstep/AlphaSights: https://www.linkedin.com/company/alphasights/A&R Supply South Florida: https://www.linkedin.com/company/a-r-supply-south-florida/Follow the Host:LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/  Website: https://www.hvacknowitall.comFacebook:https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/ 

HVAC Know It All Podcast
Why HVAC Techs Keep Getting the Wrong Parts and Losing Money with Larry Michelson Part 1

HVAC Know It All Podcast

Play Episode Listen Later Feb 24, 2025 20:46


In this episode of the HVAC Know It All Podcast, host Gary McCreadie is joined by Laurence Michelson, Co-Managing Partner at Cool Daddy LLC, Director of ObjectStep, HVAC Constitution expert at AlphaSights. and former Senior HVAC Counterman at A&R Supply, South Florida. They will explore the life of an HVAC supplier counterperson, the disconnect between technicians and suppliers, and why proper communication and product knowledge are crucial for success in the industry.Larry Michelson shares insights on the challenges HVAC suppliers face, the disconnect between counter staff and technicians, and why technicians should take responsibility for verifying parts. They also discuss the importance of supplier training, the role of technology in HVAC distribution, and how better communication can prevent costly mistakes in the field.This episode is filled with real-world HVAC insights, industry challenges, and practical advice to help technicians and suppliers improve communication and efficiency.Larry shares his perspective on the responsibilities of counter staff and technicians, the impact of poor communication on business operations, and why verifying parts is crucial. He emphasizes the need for supplier training, the role of technology in HVAC distribution, and how better collaboration can prevent costly mistakes. This episode provides valuable lessons for HVAC professionals looking to streamline their workflow and strengthen supplier relationships.Expect to Learn:1.The importance of training for counter staff to improve service quality.2. The role of HVAC suppliers and the challenges faced behind the counter.3. Why technicians should verify parts before leaving the supplier.4. How poor communication between suppliers and technicians leads to costly mistakes.5. How technology and better processes can streamline HVAC supply operations.Episode Highlights: [00:00] – Introduction to Laurence Michelson[01:04] – Larry's HVAC Supply Journey: Technology, Challenges & Industry Change. [06:33] – HVAC Supply Mistakes: Why Verification & Education Matter.  [11:02] – How Top Suppliers Train Staff & Adapt to A2L Refrigerants in HVAC & Multiple Trades.[14:45] – Why HVAC Suppliers Struggle with Parts Accuracy & Information Access.[18:12] – The Counter Phone Struggle: Why Calls Get Delayed & How to Improve ItThis Episode is Kindly Sponsored by:Master: https://www.master.ca/Cintas: https://www.cintas.com/Supply House: https://www.supplyhouse.com/Cool Air Products: https://www.coolairproducts.net/Lambert Insurance Services: https://www.lambert-ins.com/ Follow the Guest Larry Michelson on: LinkedIn: https://www.linkedin.com/in/ljmfla/ObjectStep: https://www.linkedin.com/company/objstep/AlphaSights: https://www.linkedin.com/company/alphasights/A&R Supply South Florida : https://www.linkedin.com/company/a-r-supply-south-florida/Follow the Host:LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/Website: https://www.hvacknowitall.comFacebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/  Instagram: https://www.instagram.com/hvacknowitall1/

The Business Therapy Podcast
#88 | Efficient Processes for Growing Your Business | The Process Lab Podcast

The Business Therapy Podcast

Play Episode Listen Later Dec 24, 2024 27:47


Emma Rainville, Co-Managing Partner at Shockwave Solutions, LLC, is an expert in operations and logistics. She specializes in creating efficient processes that help small businesses streamline operations, boost productivity, and achieve growth. Her proven results make her a trusted leader in driving business success. Unlock Free Training in the Visionary Vault! Get access to years of expert training—for FREE! Visit specialopspodcast.com and sign up in our member's area, the Visionary Vault. Everything we've sold over the years is now available to help you grow and succeed. Don't miss out—join today!

Audio Talks
Music in Political Campaigns

Audio Talks

Play Episode Listen Later Dec 5, 2024 43:15


In this episode of Audio Talks, host Oisin Lunny explores the powerful relationship between music and influence with Edgar Dino Gankendorff, Co-Managing Partner at Provosty & Gankendorff LLC and Richard Kirstein author of "Music Rights Without Fights" and founding partner at Resilient Music LLC. They discuss the role of music in shaping public narratives, from campaign anthems to cultural moments, and dive into the challenges artists face when their music is used without consent.

Capital Allocators
[REPLAY] Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

Capital Allocators

Play Episode Listen Later Dec 2, 2024 42:48


On today's Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund that invests in niche, non-correlated assets, or what Chris calls weird stuff, like whiskey aging, boat marinas, spectrum, and water rights. Their conversation covers Chris's background and the founding of Cordillera, the evolution of alternative assets and alternative alternatives, sourcing new opportunities, conducting due diligence, measuring risk, portfolio construction, and exit strategy. Take Capital Allocators Audience Engagement Survey Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

The Distribution by Juniper Square
Ep.50: GP-Aligned Investing...Multiple Ways to Win - Wes Whitman - Co-Founder & Co-Managing Partner at Whitman Peterson

The Distribution by Juniper Square

Play Episode Listen Later Nov 5, 2024 61:02


Wes is a Co-Founder and Co-Managing Partner of Whitman Peterson. Since the firm's inception in late 2010, Wes and his partners have overseen the firm's investment in more than 200 transactions involving 300+ assets, representing more than $25 billion of total capitalization. They have sourced and structured highly strategic partnerships with some of nation's prominent companies in their target sectors. Prior to the formation of Whitman Peterson, Wes was a Managing Director and Principal at Greystar, the largest multifamily investment, development and management company globally (with $90B+ of assets and more than 900,000+ apartments under management), where his responsibilities included acquisitions of assets and operating companies, asset management, land entitlements, and leading a 200+ member operating team on the West Coast. Wes graduated from Brigham Young University with a B.S. in Finance and received his MBA from Harvard Business School in 2005.Links:Whitman Peterson - https://www.whitmanpeterson.com/Wes on LinkedIn - https://www.linkedin.com/in/wes-whitman-b57997/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/Topics:(00:00:00) - Intro(00:02:03) - Wes' background and career(00:19:00) - Making the decision to leave Greystar and forming Whitman-Peterson(00:23:15) - What does the organization look like today?(00:24:51) - What is a GP-aligned investment approach?(00:34:39) - GP-capital vs. Op-Co capital(00:37:08) - How do you think about your platform across different sectors and geographies?(00:42:42) - What are you looking for in your partners?(00:47:30) - How do you approach Scaling the organization(00:52:33) - What sectors are you focusing on in this market environment?(00:56:59) - The Sundance asset (00:58:36) - Getting in touch with the team

Conversations with Cohen
Larry Hutcher: The Evolution of Law in the AI Era

Conversations with Cohen

Play Episode Listen Later Oct 29, 2024 26:19


Gregg Cohen Interviews Larry Hutcher: The Evolution of Law in the AI Era Welcome back to my channel! It's been four years since I last had Larry Hutcher on the podcast, and so much has changed in the legal industry. Larry, the Co-Managing Partner at Davidoff, Hutcher, and Citron, joins us to discuss the transformative role of AI, the firm's culture, and the ever-changing landscape of law.Larry shares his insights on AI, noting that while it's a buzzword, many attorneys are cautious due to instances of inaccurate case citations. He emphasizes the importance of double-checking AI-generated content and sees AI as a useful starting tool, not a finished product. Although some attorneys at Larry's firm are exploring AI, Larry himself remains wary. He advises using available resources cautiously and emphasizes mindful implementation.Larry's firm boasts a 50-year history as a quintessential New York middle-market firm with a strong culture. They pride themselves on being a "scrappy Knicks" team, with a hard-nosed, aggressive approach that attracts clients. The firm operates on a collegiate, face-to-face basis, fostering a cohesive team environment. They value a well-rounded life for their attorneys and staff, accommodating personal needs like attending children's games and ensuring that work on weekends is only when necessary. Clear expectations about in-office work foster a team-oriented atmosphere.Larry discusses the rise in M&A activity, the reasons behind firm breakups, and the complexities of integrating new attorneys or entire firms. He prefers bringing in individual attorneys over entire firms to maintain cultural cohesion. Networking and referrals are crucial, and Larry highlights the importance of building relationships with other attorneys and the value of referrals. His two most successful relationships stem from networking with attorneys in complementary practice areas.For those considering starting their own firms, Larry stresses the importance of financial preparation, having a comprehensive setup, and partnering with someone else rather than going solo. Larry reflects on the challenges and scrutiny in the legal profession, especially with high-profile cases like the Trump trial. Despite the pressures, he remains passionate about the law after 50 years in the field.Stay tuned for my next episode as I explore more topics in the legal field among managing partners!

MasterMind Minutes
WHY ARE MULTI-UNIT FRANCHISE OPERATORS AN APPEALING SECTOR FOR PRIVATE EQUITY?

MasterMind Minutes

Play Episode Listen Later Oct 25, 2024 21:42


MASTERMIND MINUTES - ONE GUEST, ONE QUESTION, ONE EXPERT ANSWER IN MINUTES NOT HOURS... Today's guest is Michael Esposito the Co-Managing Partner, Franchise Equity Partners. Prior to co-founding FEP, Mike spent 28 years at Goldman Sachs in Investment Banking and was a Partner for 20 years. He ran the Global Financial Institutions Group in the Investment Banking Division (“IBD”). He also served as the Co-Chairman of the Firm-wide Commitments Committee which underwrites all equity transactions; Co-Chair of the IBD's Client and Business Standards Committee; a member of the Partnership Committee and a member of IBD's Executive Committee. Mike is a member of the Board of Trustees at the Hospital For Special Surgery, New York Presbyterian Hospital, Woods Hole Oceanographic Institution, and the Inner-City Scholarship Fund in New York City. Mike is a graduate of Brown University and Harvard Business School. Contact Mike at: https://www.fep-us.com/ Contact Gary Info@frangrow.com Visit: www.frangrow.com --- Support this podcast: https://podcasters.spotify.com/pod/show/gary5396/support

The Pomp Podcast
#1412 James Lavish | Bitcoin & The National Debt Crisis

The Pomp Podcast

Play Episode Listen Later Sep 26, 2024 55:25


James Lavish is the Co-Managing Partner of the Bitcoin Opportunity Fund, and is the author of the ‘The Informationist' a weekly newsletter that simplifies financial concepts. In this conversation, we break down the macro environment, how inflation has been ravaging America, national debt & the future impact on the economy, bitcoin, potential solutions, risk of CBDCs, and where the world is going.  ======================= Gemini is the safe and secure way to trade crypto. Gemini is offering eligible new users the opportunity to earn $100 in BTC when they trade $1000 in crypto within their first 30 days of signing up. Head over to ⁠https://www.gemini.com/partners/pomp⁠ and start trading crypto to earn $100 in BTC. ======================= Buy and sell cryptocurrency in a tax-advantaged crypto IRA with iTrustCapital. Enjoy 24/7 access, lowest fees in the industry, and tax benefits for your retirement. Open and fund an account today at ⁠⁠⁠⁠⁠⁠⁠https://www.itrustcapital.com/pomp⁠⁠⁠⁠⁠⁠⁠ to receive a $100 USD funding bonus. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

CG Business Advisor
Lil' Heroes for Hope Under the Stars Gala

CG Business Advisor

Play Episode Listen Later Jul 15, 2024 13:29


Eric Lubin is the Co-Managing Partner at Lomurro Law and a member of the Spring Lake Hope Foundation Board of Advisors. The Spring Lake Hope Foundation is a nonprofit organization that helps children with rare illnesses and special needs. Individuals and companies have the opportunity to support these “Lil Heroes” and become members of a project known as “Lil Heroes for Hope”. The companies and individuals fund the project by contributing annually to the foundation. On August 1st they are hosting an “Under the Stars” gala to raise money for the foundation and their “Lil Heroes for Hope” project. https://www.springlakehopefoundation.org/

Bloomberg Talks
Marathon Asset Management Chairman, CEO, Co-Managing Partner, and Co-Founder Bruce Richards

Bloomberg Talks

Play Episode Listen Later Jun 17, 2024 12:03 Transcription Available


Marathon Asset Management Chairman, CEO, Co-Managing Partner, and Co-Founder Bruce Richards discusses what the Fed is projecting for the market and rates. Richards speaks with Bloomberg's Alix Steel and Romaine Bostick. See omnystudio.com/listener for privacy information.

Trailblaze
Trailblaze with Arlene Dickinson

Trailblaze

Play Episode Listen Later May 15, 2024 38:42


Venture Capital, Empowering Canadian Entrepreneurs, Women in Business & Dragon's Den This episode of Trailblaze features Arlene Dickinson, Founder and Managing General Partner of District Ventures Capital and Co-Managing Partner at Believeco:Partners. In this episode, hear Arlene's story from her humble beginnings to becoming one of Canada's most successful entrepreneurs and investors. From joining Venture Communications in 1988 to owning the company within a decade, Dickinson shares the challenges faced personally and professionally in building a business empire. Addressing the gender disparity in venture capital funding, she discusses the need for change and advocates for increased support for female founders. As a Dragon on CBC's Dragons' Den for 15 seasons, Arlene shares her experiences and insights into her most successful investments. Reflecting on her passion for Canada, Dickinson shares what the country represents to her and whether it remains the best place to start a business.  She shares how she has built a business growth ecosystem focused on helping Canadian consumer goods companies scale and become global brands. Learn about the inspiration behind this vision and the unique niche in the consumer packaged goods (CPG) industry. Under Arlene's leadership, District Ventures Capital has established a portfolio of ground-breaking companies that are transforming the way we live and eat. Most recently Arlene became Co-Managing Partner at Believeco:Partners, an independent Canadian-based owner, operator, and builder of the foremost marketing communications, and engagement agencies in North America. It was Dickinson's vision that brought this platform to life resulting in the creation of a powerhouse marketing consolidator.  Connect with Arlene Arlene Dickinson's Website Instagram | LinkedIn Book: Persuasion - Arlene Dickinson Book: All In (2013) Speaking: Arlene Dickinson on NSB Thank you for listening to Trailblaze! Share your thoughts about this episode of Trailblaze on social media: Twitter: https://twitter.com/AnthonyLacavera Instagram: https://instagram.com/anthony.lacavera  LinkedIn: https://linkedin.com/in/anthonylacavera  For more about Anthony Lacavera and to subscribe to the mailing list visit https://anthonylacavera.com. Trailblaze is produced by CreatorClub. Create your podcast at https://creatorclubstudios.com.  This episode was recorded on November 3, 2023. 

The Restaurant Boiler Room
2024 Dealmakers Week: Do's and Don'ts for Franchisees Accepting a Private Equity Investment

The Restaurant Boiler Room

Play Episode Listen Later May 1, 2024 49:32


In this episode of The Restaurant Boiler Room, Managing Director Rick Ormsby participates in a panel discussion hosted by Franchise Times. Whether to allow private equity at the franchisee level is a key inflection point in many franchise systems, and franchisors and franchisees alike must consider the impact and influence these firms will have on their business. Learn from those who've executed these deals as they discuss long-term benefits and consequences. Moderator: Emilee Wentland, Managing Editor, Franchise Times Panelists: Kevin Burke, Partner, Franchise Equity Partners; Scott Romanoff, Co-Managing Partner, Franchise Equity Partners; Rick Ormsby, Managing Director, Unbridled Capital *shared with permission from Franchise Times

Arsenal of Democracy
23: Private-Public Partnerships Are the Future of Defense Innovation (feat. Neil Keegan)

Arsenal of Democracy

Play Episode Listen Later Apr 3, 2024 41:26


Neil Keegan, Co-Managing Partner and CEO of Marlinspike, a DC-based venture capital firm, joins Marshall Kosloff to give a glimpse into the private sector side of defense innovation and marketplace challenges. Keegan explains how companies like Space X are creating a new blueprint for private-public partnerships on defense innovation that are cost-effective, impactful, and can ultimately lead to a safer America. 

Meet the RIA
Meet the RIA: Forum Financial

Meet the RIA

Play Episode Listen Later Apr 1, 2024 7:20


Jonathan Rogers, CFP®, Co-Managing Partner at Forum Financial, shares more about the firm's unique partnership structure, how its growth has led it to become a Barron's Top 100 RIA, and why he describes Forum as “fiercely independent.”

Predicting The Turn w/ Dave Knox
Navigating The New Reality Of CPG Investing with Siddhi Capital

Predicting The Turn w/ Dave Knox

Play Episode Listen Later Mar 5, 2024 33:21


Unlike many of her peers in Venture Capital and Private Equity, Melissa Facchina comes from a background in Operations with a focus on food and beverages. Today, Facchina is the Co-Managing Partner of Siddhi Capital, which was born from a joint venture between her operating firm, Siddhi Ops, and the family office of her co-founding partners Steven and Brian Finn. I sat down with Facchina for a comprehensive look into the complexities of CPG investing, offering practical advice and strategic considerations for entrepreneurs navigating this dynamic landscape.

Figure 8
Resilience, Exits, and Venture Capital: Jackie Dinsmore's Entrepreneurial Odyssey

Figure 8

Play Episode Listen Later Feb 8, 2024 35:39 Transcription Available


Did you know that mature entrepreneurs bring a wealth of diverse experiences to the table?  In this episode of Figure Eight, Jackie Dinsmore highlights the value of founders with life experience. Her venture capital firm, Extra Innings Ventures, embraces this philosophy by investing in seasoned individuals. Jackie and Julie also discuss how letting go of the helm to become an employee and eventually selling one's ownership requires adaptability and emotional preparedness. Her story provides invaluable lessons on the often-overlooked human side of business transactions.Jackie was a corporate lawyer at Blakes in Toronto, and subsequently worked as Assistant General Counsel at The Toronto Star. Originally intended as a side project to satisfy her non-legal creative side, Jacqueline launched FlapJackKids, a company that focuses on all reversible products for women and children. Jacqueline's products were featured in swag bags for Emmys and Oscars pre-parties, and can be found in thousands of stores in North America and worldwide. She has been named Top Mompreneur by Mompreneur Magazine and appeared in Forbes Magazine alongside Hilary Clinton and Barack Obama. Her company was featured numerous times in top press and media including The Toronto Star, The Globe and Mail, Ok Weekly, Us Weekly, Woman's World, USA Today, The Huffington Post and Woman's Day.Jacqueline was also one of the original owners of Caravel Law and since its sale, now acts as its Co-Managing Partner. Caravel Law is a revolutionary law firm of over 100 lawyers that has disrupted the legal services industry in Canada, by making big firm trained and in-house experienced lawyers available as fractional counsel to start-ups, F500 companies and everything in between. Its low overhead model ensures access to great lawyers at a reasonable cost. Jacqueline has had three successful exits and most recently started Extra Innings Ventures, a venture capital firm focusing on under-represented founders with life experience.Jackie's Transition from Law to Serial Entrepreneurship (00:01:24) Jackie's journey of practicing law before founding and exiting multiple companies, including her current venture capital firm.Challenges of Exits, New Partnerships, and Extra Innings Ventures (00:12:37) The emotional and strategic challenges of exiting businesses and finding the right partners for future ventures, including her venture capital firm focused on investing in underrepresented founders.Lessons from Product-Based Business (00:20:36) Reflections on mistakes made, managing inventory, and staying relevant in the fashion industry.Building a Founding Team (00:24:29) Lessons learned from building a founding team, scaling up, and managing people.Continuous Learning and Community (00:29:55) The importance of continuous adapting and surrounding oneself with a supportive community in entrepreneurship.More about Jackie: www.caravellaw.comwww.extrainningsventures.comConnect with Julie on LinkedIn: https://www.linkedin.com/in/julie-ellis/Connect with Julie on Instagram: https://www.instagram.com/thejulieellis/Read Julie's blog: https://www.julieellis.ca/blogOrder Big Gorgeous Goals: https://www.julieellis.ca/bookWhat did you think of this conversation? We'd love if you'd rate or review our show!

Moonshots with Peter Diamandis
Tech CEO on the Future of Travel & Technology w/ Adam Goldstein | EP #82

Moonshots with Peter Diamandis

Play Episode Listen Later Jan 26, 2024 76:53


In this episode, Peter and Adam discuss the future of transportation, when we'll have flying cars, and how vehicle technology will evolve in the coming years.  17:28 | Ready for the Driverless Sky? 30:17 | The Future of Urban Transportation 1:03:23 | Disrupting the Aerospace Industry Adam Goldstein, founder and CEO of Archer since October 2018, previously led Vettery from 2012 to 2019 and served as Co-Managing Partner at Minetta Lane Capital Partners. His career includes roles as Portfolio Manager at Plural Investments and Senior Analyst at Cedar Hill Capital Partners. Goldstein, a board member of the Museum of American Finance, holds a B.S. in Business Administration from the University of Florida and an M.B.A. from NYU Stern School of Business. Archer's goal is to transform urban travel, replacing 60–90-minute commutes by car with estimated 10-20 minute electric air taxi flights that are safe, sustainable, low noise, and cost-competitive with ground transportation. Archer's Midnight is a piloted, four-passenger aircraft designed to perform rapid back-to-back flights with minimal charge time between flights. Learn more about Archer here: https://archer.com/  Follow Adam on X: @adamgoldstein13 ____________ I only endorse products and services I personally use. To see what they are,  please support this podcast by checking out our sponsors:  Use my code PETER25 for 25% off your first month's supply of Seed's DS-01® Daily Synbiotic: seed.com/moonshots  _____________ Get my new Longevity Practices 2024 book: https://bit.ly/48Hv1j6  I send weekly emails with the latest insights and trends on today's and tomorrow's exponential technologies. Stay ahead of the curve, and sign up now:  Tech Blog _____________ Connect With Peter: Twitter Instagram Youtube Moonshots Learn more about your ad choices. Visit megaphone.fm/adchoices

The FORT with Chris Powers
Billy Quinn - Founder @ Pearl Energy - Navigating the High-Stakes World of Energy Private Equity

The FORT with Chris Powers

Play Episode Listen Later Jan 11, 2024 88:54


Billy is the founder and Managing Partner of Pearl Energy Investments and manages the firm. He currently sits on the board of most Pearl portfolio companies including Permian Resources, SLANT Energy, Infinity Natural Resources, and Spring Valley Acquisition Corp. Before founding Pearl, Billy served as Co-Managing Partner of Natural Gas Partners (NGP) for almost 20 years. As Managing Partner, he co-managed NGP's investment portfolio and played an active role in the full range of NGP's investment process. In addition, Billy gained valuable investment experience working for Rainwater, Inc. and Hicks, Muse, Tate and Furst, Inc. He also worked as an analyst in the investment banking divisions of Bear Stearns & Co. and BT Securities Corporation. On this episode, Chris and Billy discuss: Running due diligence on a fund and operator Predicting the potential success of a company you acquire How to be a great capital partner How the industry has changed over 30 years The future for PE-backed Oil and Gas companies Fundraising, hiring, and building relationships We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links Pearl Energy Investments Billy on LinkedIn Topics (00:00:00) - Intro (00:02:46) - Billy's career in Oil and Gas PE (00:10:01) - Finding equilibrium in owning oil and buying oil (00:13:21) - Running due diligence on a fund and an operator (00:19:05) - Backing Permian Resources (00:24:05) - The importance of being close to the asset you operate (00:25:12) - How can you predict the potential success of a company you acquire? (00:29:10) - How to know you're being a good partner (00:33:02) - Experiences during Covid (00:40:22) - Leaving NGP and forming Pearl (00:49:38) - How has the industry changed over 30 years (00:54:00) - What's the best price for oil? (00:54:59) - Consolidation in the industry (00:56:43) - The Future for PE-backed Oil and Gas Companies (00:59:20) - Is capital coming back into the industry? (01:04:13) - What's your strategy around fundraising? (01:13:08) - How do you think about hiring and relationships? (01:14:34) - Billy's love for MMA Support our Sponsors Relay Human Cloud: https://bit.ly/3sjQcaY Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

Her Self Expression
What is a Parenting Coordinator? with Jaime Davis Esq.

Her Self Expression

Play Episode Listen Later Nov 29, 2023 18:36


PARENTING COORDINATOR'S ROLE IN RESOLVING CUSTODY CONFLICTSHOST: Beverly Price, Divorce & Empowerment CoachGUEST: Jaime Davis, Co-Managing Partner at Gailor Hunt and Host of A Year and a Day: Divorce without Destruction SUMMARY:A parenting coordinator plays a crucial role in helping divorcing parents navigate the often tumultuous terrain of co-parenting after a divorce. Their primary objective is to assist in making decisions related to child custody, visitation, and other parenting matters in an amicable and child-focused manner. They act as neutral third-party facilitators, using their expertise in family law and child development to help parents reach mutually beneficial agreements. In this episode of Her Empowered Divorce, your Host, Beverly Price, talks to Jaime Davis, a Co-Managing Partner at Gailor Hunt and Host of A Year and a Day: Divorce without Destruction. Together, they discuss parenting coordinators, who they are, and their role in fostering a more collaborative and harmonious co-parenting relationship to create a stable and supportive environment for children's growth and well-being.KEY TAKEAWAYS:● Who is a parenting coordinator, and what role do they play in family law cases? A parenting coordinator is a neutral third party who has received training to become a parenting coordinator. In high cases involving the custody of children, the court can appoint a parenting coordinator to assist the parents in making decisions for their kids. ● The different areas of authority that a parenting coordinator can help with can range from pick-up time for the child, health care management, and communication between parents and children. However, their scope of authority can vary from case to case.● What is the difference between a parenting coordinator and a parenting coach? A parent coordinator's decision is usually like a binding court order. So if a parenting coordinator issues a directive and one of the parents does not follow it, the other parent can ask for a baby holding contempt for violating the directive. A parenting coach is more focused on getting the parents to work together and facilitating communication.● Do parenting coordinators take over all the decisions when the conflict is great and the parents are far apart? Each parent coordinator does it differently, but regardless of the level of acrimony, it is very important that the parents try to agree on the issues first, and when they can't the parent coordinator can step in and be the tiebreaker. NOTABLE QUOTES: ● When a couple is getting a divorce, decisions for the kids can be some of the things being disagreed about. In these types of cases, a parenting coordinator can be very helpful by being the tiebreaker when mum and dad disagree on a decision for the child. (Jaime)● One of the benefits of having a parent coordinator is that the children can have what they need in a more timely manner. (Jaime)● Your parenting coordinator is going to be making the decision when you and your partner disagree on things. It is almost like having a third parent in the relationship. (Jaime)● Part of the parent coordinator's job is to work themselves out of a job, getting parents to a place where they can make decisions without them and their children because they know what is best for their family. (Jaime)● At any time during a custody dispute, either parent can ask the court to appoint a parent coordinator, and the court

The Private Equity Podcast
Morty Singer using your USP to drive deal flow, culture differentiator and investing in the consumer industry

The Private Equity Podcast

Play Episode Listen Later Nov 21, 2023 32:56


Introducing Morty SingerMorty Singer is the Co-Managing Partner at Trout Capital Partners, a private equity firm investing exclusively in the consumer industry. Throughout his career, Morty has been an innovative, sought-after executive in the retail and consumer branches of the fashion industry. He has advised global companies in retail and distribution strategies, operations, and mergers and acquisitions.What You Will Learn:The Power of Great Cultures in Private EquityWhy You Need to Invest in Companies with Solid CulturesThe People Factor in Private EquityBreakdown:[00:00] Introduction[01:50] The Mistakes PE Firms Make with Their Portfolio Companies[03:59] Building the Right Relationships in Private Equity[05:45] Trout Capital's Main Differentiator[08:04] Why Focus on Culture as a Private Equity Firm[14:31] Building a Great Culture in a Portfolio Company[18:08] How Culture Drives Deal Flow in Private Equity [20:54] Kindness is a Super Power[22:51] Trout Capital's Focus on the Consumer Bussiness[28:25] Why Trout Capital Launched Their Own Podcast[30:39] What Morty Likes and Dislikes About Private Equity[33:44] What Morty Watches, Reads, and Listens To [35:28] Parting ThoughtsThe Importance of Great Cultures in Private EquityIn the fast-paced world of private equity, where financial deals and high-stakes investments rule the day, one often overlooked yet profoundly influential factor is culture. According to Morty, culture is what makes or breaks successful PE investments. For him, culture is not just a buzzword; it's the very essence of who they are as a company. The same is true for the portfolio companies you invest in. Investing in companies with great cultures can be far more profitable than investing in companies with bad cultures. By valuing culture and nurturing it within your firm, you can unlock many advantages that will propel your private equity goals to new heights. Morty and Trout Capital follow an approach built on P-E=T, where Positivity minus Ego equals Trust.Links and ResourcesTraubcapitalpartners.comMorty on LinkedInThe Daily Stoic: 366 Meditations on Wisdom, Perseverance, and the Art of Living by Ryan Holiday and Stephen HanselmanThe Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph by Ryan Holiday  Thank you for tuning in!To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here. Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to alex.rawlings@raw-selection.com.  

Let's Talk Business
What Are the Secrets of Massive Real Estate Success? A Conversation with Joseph Lubeck

Let's Talk Business

Play Episode Listen Later Nov 6, 2023 42:56


Although Joseph Lubeck left home at age 15 with only $400 to his name, he has become one of the world's most successful real estate investors and is the Chairman and Co-Managing Partner of Electra America, and Founder and Chief Executive Officer of American Landmark.   In this fascinating episode of Let's Talk Business, Joe lets Meny in on the secrets of his success and the ways that anyone can learn how to wisely invest in the real estate market. Among the topics they discuss are what you need to do to start off in real estate, whether down cycles should be seen as an obstacle or an opportunity, why some successful real estate investors sometimes lose everything (and how to avoid falling into that trap), the biggest mistakes people make in real estate, and much more. He also tells his own story and emphasizes the importance of charity not just as a religious obligation, but also in creating a company culture where people can thrive.    [00:01 - 07:59] Joseph Lubeck's Inspiring Journey to Success • Joseph has overseen the build-out of four successful multifamily portfolios How he got involved in real estate and became COO of an early apartment company • In 1996, Joseph took every penny he had and bought one building in St. Petersburg, Florida • How hard work and giving can lead to success   [08:00 - 16:03] Navigating Real Estate Cycles • American Landmark has 800 full-time employees and 36,000 apartments The value of customers, investors, and team members • Giving till it hurts is important to HaShem • The quote 'Buy when there's blood in the street'   [16:04 - 24:49] Low Leverage Real Estate and Taking Advantage of Opportunities • Why you should be as lowly leveraged as possible • Sleep at night by having good partners rather than lenders • Cycles must be expected and anticipated • Specialty businesses require sophisticated knowledge   [24:50 - 34:30] Tips for Protecting Your Life Savings • Take a job and learn from somebody else before starting on your own Surround yourself with people smarter than you • Start small and use smarts to grow - Make HaShem your partner • Stay under control and don't get involved in bidding wars   [34:31 - 42:55] Closing Segment • Stay under control and don't get involved in bidding wars • Don't go outside your area of expertise • Joseph on the rapid-fire questions     Want to connect with Joseph? Follow him on LinkedIn. Head to American Landmark and create healthy, equitable, and sustainable environments!     Key Quotes:     "Customer service is everything. Giving people a good, affordable, clean, and modern place to live is part of our mantra. It's part of our mission." - Joseph Lubeck   "The less debt you take on, the more you're able to manage through cycles." - Joseph Lubeck   "Surrounding myself with people who are smarter than me and who I learn from is one of the keys in my view to success." - Joseph Lubeck   Connect with Ptex Group: Facebook, Instagram, Twitter, LinkedIn   LEAVE A REVIEW + and SHARE this episode with someone who wants to achieve in business. Listen to previous episodes on  Spotify,  Apple Podcasts, or wherever you get your podcasts! 

Super U Podcast
Revealing Hidden Motivations with Dr. Ben Michaelis, Ph.D

Super U Podcast

Play Episode Listen Later Oct 27, 2023 30:36


Equalman sits down with Dr. Ben Michaelis, Ph.D to discuss the hidden motivations and psychology of the human mind. Ben Michaelis, Ph.D., is an executive coach, clinical psychologist and author with an expertise in evolutionary psychology and the hidden motivations of human beings. His academic training, clinical experience, and natural ability to rapidly identify the primary drivers of behavior allows him to provide clients with direct, meaningful insights that can transform individuals and organizations.   Ben has worked with high-performing individuals and teams in entertainment, technology, finance, law, and politics. He believes that becoming a true, impactful leader is earned through service to others.   Currently, Ben is C.E.O. and Co-Managing Partner at the thegroup.io. He works intimately with clients to create and cultivate healthy corporate culture and positive change. Outside of the thegroup.io, Ben works with select individual clients and supports other organizations in the mental health space.   Ben graduated summa cum laude from Columbia University (Columbia College) with a B.A. in Psychology He holds a Ph.D. from New York University in Clinical Psychology. Ben is based in New York City and enjoys spending his time with his family. He is passionate about nature and his dog, Obi.   5x #1 Bestselling Author and Motivational Speaker Erik Qualman has performed in over 55 countries and reached over 50 million people this past decade. He was voted the 2nd Most Likable Author in the World behind Harry Potter's J.K. Rowling.   Have Erik speak at your conference: eq@equalman.com   Motivational Speaker | Erik Qualman has inspired audiences at FedEx, Chase, ADP, Huawei, Starbucks, Godiva, FBI, Google, and many more on Focus and Digital Leadership.   Learn more at https://equalman.com

IMS Insights Podcast
Overcoming Safetyism & the Plaintiff Media Machine

IMS Insights Podcast

Play Episode Listen Later Oct 20, 2023 28:17 Transcription Available


Our podcast guests, Jill Leibold, PhD, IMS Senior Jury Consulting Advisor and Dave Poston, Esq., CEO, General Counsel, and Co-Managing Partner at Poston Communications explain how safetyism, social inflation, and the plaintiff media machine are impacting juror perspectives and driving damage awards. They also offer strategies for corporate defendants to navigate and overcome these trends.Be sure to subscribe to the IMS Insights Podcast on YouTube or your favorite listening platform. Visit our website for more podcasts and articles featuring top litigators, consultants, and industry experts.IMS has delivered strategic litigation consulting and expert witness services to leading global law firms and Fortune 500 companies for more than 30 years, in more than 43,000 cases. IMS consultants become an extension of your legal team from pre-suit investigation services to discovery and then on to arbitration and trial. Learn more at expertservices.com.

C-Suite for Christ Podcast
C-Suite for Christ Podcast (Episode 90 - Paul Interviews Chad Tongco)

C-Suite for Christ Podcast

Play Episode Listen Later Sep 22, 2023 66:42


Today in Episode 90 Paul interviews Chad Tongco, Co-Managing Partner of Nifty Fifty Solutions! He and Paul have an interesting conversation about money, fulfillment, and their shared mission to cover the world in Christ. You will not want to miss this one. Enjoy! Learn more at https://csuiteforchrist.com Learn more about Chad by connecting with him on LinkedIn: https://www.linkedin.com/in/chad-tongco/ Chad's email address is chad@niftyfiftysolutions.com The C-Suite for Christ would like to thank Tom Feldhusen, Executive Advisor, for his support of this program.  To learn more about Tom and the services that he provides, please click here. --- Send in a voice message: https://podcasters.spotify.com/pod/show/c-suite-for-christ/message

Law, disrupted
How Quinn Emanuel Reduced a $136.9 Million Race Discrimination Verdict to Less Than $3.2 Million on Retrial

Law, disrupted

Play Episode Listen Later Jul 25, 2023 36:43


John Quinn is joined by Daniel Posner, a partner in Quinn Emanuel's Los Angeles office, and Asher B. Griffin, Co-Managing Partner of Quinn Emanuel's Austin, Texas office. They discuss how Dan and Asher's Quinn Emanuel team was brought in to retry the damages award in a race discrimination case against Tesla and reduced the $136.9 million verdict another firm gave up in the first trial to only $175,000 in compensatory damages and $3 million in punitive damages.  They discuss the unique challenges of a retrial on damages only, including how the jury in the retrial was instructed that Tesla was liable for both compensatory and punitive damages, how the judge limited the parties in the retrial to the documents and witnesses presented at the first trial and how they were still able to use the latitude allowed in cross-examination to challenge the credibility of each instance of alleged discrimination and achieve this outstanding result.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

Retailistic
The Art of Cultivating Company Culture

Retailistic

Play Episode Listen Later Jul 4, 2023 27:48


Join Deborah and special guest Mortimer Singer, Co-Managing Partner at Traub Capital Partners, on this captivating episode of Retaili$tic. Gain invaluable insights into the world of consumer tech investments and discover how Traub's background has influenced their investment approach. Hear Singer's evolving outlook for the latter half of 2023 and explore the concept of measuring return on culture and learn practical methods for developing a thriving company culture. Tune in to this engaging discussion with a seasoned industry expert and embrace the future of investing and culture-building.

The FORT with Chris Powers
Moses Kagan & Rhett Bennett - Co-Founders of ReSeed Partners - Building the Y-Combinator for Real Estate Operators

The FORT with Chris Powers

Play Episode Listen Later Apr 25, 2023 103:23


 We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. Responses received by 05/11/23 will be entered in a drawing for $500 cash. https://www.thefortpod.com/survey Moses Kagan is co-founder and partner at Adaptive Realty, a Los Angeles-based real estate development and property management company with $200MM in AUM and more than 1,000 apartments under management. He is also a co-founder of Re-convene, a real estate private equity un-conference, and ReSeed, which provides mentorship and capital to early-career operators. Rhett leads ReSeed's strategic direction and daily operations. He most recently served as Co-Managing Partner at Minot Capital, LP, where he led real estate investing. Previously, Rhett was President and Director of Research at Stillwater, a long-short hedge fund, and Chief Investment Officer at Arlington Family Offices. Rhett received a Bachelor of Arts from Brown University with a double major in Business Economics and History. On this episode, Chris, Moses and Rhett discuss: ➡️ How ReSeed works ➡️ What ReSeed is looking for in Partners ➡️ How ReSeed empowers Operators to build their own companies ➡️ What success looks like for Operators working with ReSeed ➡️ Thoughts on the state of the Real Estate Market Chapters (00:03:31) - Rhett's career (00:04:26) - Moses' evolution in thinking over the past 5 year (00:06:40) - Launching ReSeed Partners (00:19:05) - Defining Subinstitutional (00:20:58) - Cohort #1 (00:34:18) - The ReSeed Partner Track (00:39:35) - Is this a renovation strategy or is there any ground-up involved? (00:40:22) - What does a partnership with y'all look like in the first year? (00:43:58) - What markets are you open to? (0048:28) - How would you determine a successful year for an operator? (00:53:44) - How does the partnership work? What does someone get from y'all and what do they give up? (01:00:20) - Do partners have the opportunity to exit? (01:01:45) - Holding assets for the long term (01:04:40) - Autonomy for the operator (01:07:18) - Is there anything that is off-limits? (01:08:41) - Moses' playbook (01:11:16) - How are you capitalizing this? (01:17:15) - How many people can be in one market before it's saturated? (01:17:57) - Other members of ReSeed (01:19:04) - Guaranteeing loans (01:22:11) - What are the couple of things people spend the majority of their time on? (01:25:39) - Is there a minimum size deal? (01:27:06) - What can this business look like 10 years from now? (01:29:06) - Thoughts on the current market Additional Resources

The Habit Coach with Ashdin Doctor
Journey of your Money Ft. Sayali Rai

The Habit Coach with Ashdin Doctor

Play Episode Listen Later Mar 23, 2023 36:55


How to choose between term insurance and life insurance. What are the things one needs to insure? Tune into this episode of The Habit Coach podcast as Ashdin Doctor talks to Founder & Co-Managing Partner at Fincocktail, Sayali Rai about managing finance, investing money in different instruments such as fixed deposits, what is a nest egg, short-mid and long-term financial investments.  Know more about Sayali and her venture on Instagram: @fincocktailCheck out Ashdin's Book: Change your Habits, Change your Life  Send your questions to Ashdin Doctor for The Habit Coach Hot Seat/ Know Your Coach on this link: (Habit Coach Hot Seat ) You can watch the full video episodes of The Habit Coach Podcast with Ashdin Doctor on the YouTube channel. You can also check out Ashdin's Linktree Page here: (https://linktr.ee/awesome180) Check out the Awesome180 website: (http://awesome180.com/) You can follow Ashdin Doctor on Twitter | Linkedin | Instagram | Facebook Find the show across audio streaming apps:Spotify | Apple Podcasts | Google Podcasts | JioSaavn |  Amazon Music Do follow IVM Podcasts on social media.We are @ivmpodcasts on Facebook, Twitter, & Instagram.See omnystudio.com/listener for privacy information.

The Habit Coach with Ashdin Doctor
What is Financial Literacy Ft. Sayali Rai

The Habit Coach with Ashdin Doctor

Play Episode Listen Later Mar 21, 2023 33:43


Join Ashdin Doctor on The Habit Coach as he talks to Founder & Co-Managing Partner at Fincocktail, Sayali Rai about financial literacy, developing risk appetite, learning how to start saving, creating emergency funds and side effects of bad financial decisions. Know more about Sayali and her venture on Instagram: @fincocktailCheck out Ashdin's Book: Change your Habits, Change your Life  Send your questions to Ashdin Doctor for The Habit Coach Hot Seat/ Know Your Coach on this link: (Habit Coach Hot Seat ) You can watch the full video episodes of The Habit Coach Podcast with Ashdin Doctor on the YouTube channel. You can also check out Ashdin's Linktree Page here: (https://linktr.ee/awesome180) Check out the Awesome180 website: (http://awesome180.com/) You can follow Ashdin Doctor on Twitter | Linkedin | Instagram | Facebook Find the show across audio streaming apps:Spotify | Apple Podcasts | Google Podcasts | JioSaavn |  Amazon Music Do follow IVM Podcasts on social media.We are @ivmpodcasts on Facebook, Twitter, & Instagram.See omnystudio.com/listener for privacy information.

ConstructorCast
ConstructorCast - Check Your Chats: How Texts Fuel Disputes

ConstructorCast

Play Episode Listen Later Mar 3, 2023 30:53


Texters beware: Your data is not your own! Joining on this episode to share their experiences on the front line are Lauren Abeyta, COO at Construction Discovery Experts, and Kristin Protas, VP & Deputy General Counsel at Gilbane Building Company. They talk about the realities and proliferation of electronic communication and how to successfully manage your digital footprint and train your teams to keep you out of trouble. Lauren Abeyta Founder & Chief Operating Officer Construction Discovery Experts https://www.cdelegal.com/#about Kristin Protas VP, Deputy General Counsel Gilbane Building Company https://www.gilbaneco.com/ AGC Hot Topic Paper: The Cutting Edge – Strategically Managing ESI Risks, Costs and Burdens https://www.agc.org/sites/default/files/users/user22628/Managing%20ESI%20Risks%20Costs%20and%20Burdens_FINAL.pdf Presented in January 2023 by Gregory Chertoff, Co-Managing Partner of Peckar & Abramson's New York office, during AGC's annual Surety Bonding and Construction Risk Management Conference. https://risk.agc.org/ BIFF Communication: Brief, Informative, Friendly & Firm – created by the High Conflict Institute https://www.highconflictinstitute.com/hci-articles/responding-to-hostile-mail-biff

Path to Profit: Lessons From Growth-Driven Business Leaders
The Science Behind Successful Management

Path to Profit: Lessons From Growth-Driven Business Leaders

Play Episode Listen Later Jan 6, 2023 40:18 Transcription Available


It's an age-old adage: Employees don't quit jobs - they quit managers. The question becomes: what makes a successful manager? We weighed in with an expert. Kate Braun, Managing Partner at Manager Tools, shares her formula for successful management (and the science behind it) on this episode of Path To Profit. Kate's story with Manager Tools dates back to 2006, where she was started as an intern. She's returned to be a Co-Managing Partner to help other leaders become effective & productive managers through communication. We Discuss: The difference between Leadership and Management How to be an effective and productive leader The behaviors of successful managers The 4 things you can do to create results from retention and why you should measure it How to build trust with your people How to build a non-fearful environment for your people The secret to effective feedback The difference between Coaching and Performance Reviews The rule of thirds in your 1 on 1's Make sure to follow us on Twitter/Facebook/LinkedIn at @GrowthForce & Instagram at @GrowthForceHQ!

The Vibes Broadcast Network
Craig And David Update And Indie Film Projects

The Vibes Broadcast Network

Play Episode Listen Later Dec 19, 2022 55:33


Craig And David Update And Indie Film Projects#craigahrens #davidespinosa #indiefilms #director #producer #filmmaker ABOUT USOur story...Creative Renegade Artists, a.k.a. CRA Entertainment, Inc. is an independent film production company that's dedicated to producing the highest quality in film entertainment. Our mission is to entertain, inform and enlighten.CRA was founded in 2013. Craig Ahrens, Co-Managing Partner. Craig's an Award Winning Filmmaker and SAG-AFTRA Actor. As a Filmmaker, he has received Awards from various Independent Film Festivals. Craig came into the entertainment world later in life after enjoying a successful career in the lending industry. David Espinosa, Co-Managing Partner. David is SAG-AFTRA Actor and a graduate of the Law School at Santa Clara University (1984) and UCLA'S TFTA department. He has screen, television and stage credits. David has written, produced, directed and acted in a variety of works including, “Painting”, “Fortune Dane”, “True Believers”, “Dead Man's walk” and others. David is a driving force within CRA and is the point person for all legal affairs. Shane Maus, Associate Partner. Shane has been a member of our team for a few years. He possesses a skill set both behind and in front of the camera. Shane's a camera operator, actor and model. He's also a talented graphic designer and a valuable asset to our CRA Team.Website: https://www.craentertainment.biz/Instagram: https://www.instagram.com/cra_entertainment/Facebook: https://www.facebook.com/CRAEntertainmentIncTwitter: https://twitter.com/CRAEnt1Thanks for tuning in, please be sure to click that subscribe button and give this a thumbs up!!Email: thevibesbroadcast@gmail.comInstagram: https://www.instagram.com/listen_to_the_vibes_/Facebook: https://www.facebook.com/thevibesbroadcastnetworkLinktree: https://linktr.ee/the_vibes_broadcastTikTok: https://vm.tiktok.com/ZMeuTVRv2/Twitter: https://twitter.com/TheVibesBrdcstTruth: https://truthsocial.com/@KoyoteAnd Now!!! The Bandmates' club, Supporters of the channel: Matthew Arrowood Host of The ONLY Brocast podcast:https://youtube.com/channel/UCsfv1wWu3oUg42I2nOtnMTADon Hahn of In the Margins: https://www.youtube.com/c/InTheMarginsBukas Siguro: https://www.youtube.com/c/BukasS%C4%ABgur%C3%B8Will Scoville of Ranch Rehab DIY: https://www.youtube.com/c/RanchRehabDrew Lee Nicholas of DN-TV:  https://www.youtube.com/channel/UC8TVqL9mn6NzPkXOLOZSX-A

Private Equity Deals with Capital Allocators
[REPLAY] - Private Equity Masters 2:  John Connaughton – Bain Capital (Capital Allocators, EP.201)

Private Equity Deals with Capital Allocators

Play Episode Listen Later Nov 23, 2022 60:23


John Connaughton is a Co-Managing Partner at Bain Capital, a leading global private investment firm that oversees approximately $130 billion in assets. Founded in 1984 as the pioneer of a consulting-based approach to private equity investing, Bain Capital today invests across private equity, credit, public equity, venture capital and real estate. Our conversation covers the early years of private equity at Bain Capital, its growth in products and assets, investment process, competitive environment, culture, and succession planning. We close with JC's insights for allocators and his outlook on private equity. Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript       

The Capital Stack
EPISODE 038 - Building Meaningful Business Relationships with John Rubino

The Capital Stack

Play Episode Listen Later Nov 9, 2022 57:12


Tune in as we discuss the importance of nurturing your relationships to succeed as an investor. JIDI's approach to building strong connections in business has led to success in some of the most desirable Gateway markets on the east coast. --About the guest:John is the COO, Founder & Co-Managing Partner of JID Investments LLC (JIDI), a real estate private money and equity investment firm that specializes in residential, commercial & mixed-use real estate business and/or investment opportunities. He serves in a variety of roles, including operations, marketing and advertising, investor and client relations, due diligence (both financial and reputational), and sourcing capital.JIDI has $23M invested on eleven executing projects in several thriving real estate markets (Washington, DC; Frederick, MD; Richmond, VA, Fairfax, VA; Charlotte, NC, Charleston, SC, and Atlanta, GA).John served honorably as a Naval Aviator for 20 years. In 2008, he received his Master of Science from Embry-Riddle Aeronautical University. Connect with John: John's LinkedIn: https://www.linkedin.com/in/johnarubino1975/JIDI's LinkedIn: https://www.linkedin.com/company/jid-investments-llc/Email: jrubino@jidinvestments.comWebsite: www.jidinvestments.com Episode Highlights✔️ How early exposure to entrepreneurship conditions you for success in business✔️ Putting your investors/customers first as a business owner✔️ Leveraging military training to build structure and systems as a private equity firm✔️ Screening prospective sponsors and deals for limited partner clients✔️ Nurturing your network to grow genuine business relationships --❓ WANT TO LEARN MORE?Apartment Syndication FAQ Reference Sheet

Skincare Anarchy
E.382: Venture Capital's Leading Lady, Tina Bou-Saba, Explains Beauty Brand Funding

Skincare Anarchy

Play Episode Listen Later Nov 3, 2022 44:07


Tina Bou-Saba is Co-Founder and Co-Managing Partner at Verity Venture Partners, an early-stage consumer-focused investment firm. Verity Venture Partners invests in purpose-driven entrepreneurs who are building the next generation of great consumer companies, including emerging brands and the technologies that enable them. Tina has been actively investing since 2016 through CXT Investments, her personal investment vehicle, with a focus on beauty, personal care, health and wellness, e-commerce, and enabling technology. Tina is a problem solver, creative and independent thinker, and trusted partner to entrepreneurs, with sharp instincts for commercial opportunities. After starting her career in investment banking at Morgan Stanley, she covered retail as an equity analyst at Sanford Bernstein and Berman Capital, and has broad knowledge of the industry from mass to specialty to e-commerce. As a member of the strategy team at Victoria's Secret, Tina worked closely with VS leadership to commercialize new business opportunities, and led extensive quantitative and qualitative customer research. She attended Phillips Exeter Academy, Harvard College, and Harvard Business School, where she was a Baker Scholar. --- Send in a voice message: https://anchor.fm/skincareanarchy/message

SharkPreneur
848: Unicorn Venture Partners with Jonathan Hung

SharkPreneur

Play Episode Listen Later Oct 24, 2022 17:10


Unicorn Venture Partners Jonathan Hung, Unicorn Venture Partners   – The Sharkpreneur podcast with Seth Greene Episode 848 Jonathan Hung Jonathan Hung is a transformative Los Angeles angel investor and venture capital partner who believes in a bright future for businesses seeking to broaden their horizons in North America and Asia. One of the most active angel investors in Southern California, his mission is to drive value creation within each portfolio company. In support of this mission, he serves as Co-Managing Partner at Unicorn Venture Partners and Senior Venture Partner and Head of Due Diligence at Expert Dojo providing a hands-on approach to supporting companies by offering strategic expertise in operations management, finance, business development, multinational business strategy, entrepreneurship, networking, data analysis, and leadership. Jonathan and his team target investments in US companies that have global market potential with a focus on long-term growth expansion to East Asian markets Listen to this illuminating Sharkpreneur episode with Jonathan Hung about Unicorn Venture Partners. Here are some of the beneficial topics covered on this week's show: - Why Unicorn Venture Partners was created and how it all came together. - How being a founder means raising money and trying to go from zero to one. - Why you don't even know what you have until you've raised and spent a million dollars growing a business. - How you must get to a certain velocity if you want to exit your company successfully. - Why founders should remember they are going to get many noes before someone says yes.   Connect with Jonathan: Guest Contact Info Twitter @JonathanhungVC LinkedIn linkedin.com/in/jonathanhung Links Mentioned: jonathanhung.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

The Mogul Marathon Real Estate Podcast
EP #16: How To Structure A Fund To Invest In Real Estate With John Rubino

The Mogul Marathon Real Estate Podcast

Play Episode Listen Later Oct 24, 2022 54:58


Creating a fund to invest in real estate is a great way scale your real estate portfolio - while remaining passive in real estate. However, as always, it's extremely important to have a systematic process of screening potential operators. In this episode, John shares his due diligence process of how his company screens operators, and how he was able to transition from a passive investor to an active fund manager that has investor over $25M in equity into real estate projects. John is a former Naval Aviator for 20 years. John is the COO, Founder & Co-Managing Partner of JID Investments LLC (JIDI). JIDI is a real estate private money and equity investment firm which seeks to secure high yield returns with medium risk by providing investment capital to individuals & businesses with viable residential, commercial & mixed-use real estate business and/or investment opportunities JIDI has invested over $25M on various projects in the US. In this episode, we discuss: How he was able to transition from the military to real estate How his firm evaluates sponsors How to create a fund of funds to invest Why opportunity zones are still an attractive investment John's Linkedin: https://www.linkedin.com/in/johnarubino1975 John's Company Website: www.jidinvestments.com Interested in investing in commercial real estate opportunities? Join our investor group here. Check out our FREE multifamily due diligence checklist to avoid costly mistakes. Click here to download the checklist. Do you want to know EVERYTHING you need to know about investing passively in a real estate syndication or just real estate in general? Click here to download our free syndication guide to passive investing!

Distilling Venture Capital
Episode 027 - Jonathan Hung, Angel Investor - Los Angeles, CA

Distilling Venture Capital

Play Episode Listen Later Oct 6, 2022 46:14


Introduction Welcome to Distilling Venture Capital.  I am your host, Bill Griesinger; Distilling VC is a visionary podcast that provides an insightful and informed view of the key trends affecting the VC and tech startup world.  It is your podcast for Fintech, Decentralized Finance, Blockchain and Smart Contracts, Digital Banking and all the frontier technologies that are changing the financial landscape globally.  Episode Introduction: Welcome back everyone.  We have a fantastic program for you today.  I am excited about today´s conversation because I have the pleasure of welcoming to the podcast Jonathan Hung; Jonathan is a successful and accomplished angel investor based in Los Angeles.  He is considered one of the most active angel investors in Southern California.  In addition, he serves as Co-Managing Partner at Unicorn Venture Partners and Senior Venture Partner and Head of Due Diligence at Expert Dojo.  We´ll get into that and a lot more.  Jonathan, thank you for making the time to be on the podcast today;   So, before we dig into the meat of your work as an angel investor and venture partner, we typically begin by having you provide your background and details about your journey, more broadly, that led you into technology and angel investing…   In addition to providing venture capital funding and advisory support, Jonathan also provides business mentorship based on his experience running U.S. and China offices as the President of United Overseas Textile Corporation.  Jonathan was also a Managing Member for his family office fund, J Heart Ventures, which made investments in start-up companies such as Gyft, ChowNow, Miso Robotics, Clover Health, Bitmain, etc.     He also leverages various degrees from the University of Southern California, London School of Economics, Massachusetts Institute of Technology, and The Wharton School at the University of Pennsylvania. Topic Areas Covered with Jonathan Your investing history in So. Cal and types of sectors, companies you look for; Jonathan and his team target investments in US companies that have global market potential with a focus on long-term growth expansion to East Asian markets. I´d like to highlight some of the Blog topics you cover on your website with respect to: Covered liquidity runway (cash) and monthly cash burn rate Gross Margins Monthly Recurring Revenue Operating Income/Net Income Web 3.0 and its role in future of startups; touching on blockchain, smart contracts, DeFi etc.  10 key metrics you look for in evaluating prospective investment Alternative funding strategies SPACs and SPVs;  Distinguish between the two.  Also, particularly since SPACs were all the rage in 2020-2021 but as a sector haven´t done well as public companies Your views on Leadership and Successful team building Other areas you would like to cover;   Closing Remarks: Jonathan, thank you very much for joining me today on the program…   Jonathan, how can those who are interested in learning more about you and your practice in So. California get in touch?   Contact Information Website:  jonathanhung.com Social Media (if applicable):   Or, Linkedin: Jonathan Hung   Thank you for joining me for this edition of DVC.  I hope you found today's discussion with Jonathan Hung interesting and it gave you some additional insights into the state of angel investing in So. California and beyond.     Stay tuned for my next Episode of DVC…thank you.

Uncontested Investing
Investment Insurance: Do's and Don'ts For Your Real Estate Business With Corey Maxwell

Uncontested Investing

Play Episode Listen Later Sep 20, 2022 31:08


The market is about to shift, and you have to be ready. Investment insurance is one way to do that. In today's episode, Tim Herriage chats with Corey Maxwell, Co-Managing Partner of Birmingham Insurance Group. With volatile market conditions, you must start thinking of ways to protect your business and assets. Corey is here to share his wisdom on how you can do just that. Plus, he gives valuable insights on what you should and shouldn't be doing for your business to succeed. Don't miss the golden nuggets from this episode, and tune in to get practical tips and mindset strategies that will position you for success.Love the show? Subscribe, rate, review, and share! REI INK – Magazine (rei-ink.com)

Law, disrupted
US/China Audit Access Agreement - What's Next?

Law, disrupted

Play Episode Listen Later Sep 2, 2022 40:10


In this episode of Law, disrupted, John is joined by Sarah Heaton Concannon, Partner in Quinn Emanuel's Washington D.C office and Co-Chair of Quinn Emanuel's SEC Enforcement Defense practice, and Xiao Liu, Co-Managing Partner in Quinn Emanuel's Shanghai office and Chair of Quinn Emanuel's China Practice. Currently, 200 Chinese companies are publicly listed in the U.S. Those firms face the prospect of being delisted under the Holding Foreign Companies Accountable Act due to a disagreement between American and Chinese authorities on the ability to conduct investigations and access audit work papers in China. John, Xiao and Sarah discuss the terms of the China-United States agreement whereby Chinese accounting firms can share certain information with American regulators about the finances of Chinese listed companies. Is it a done deal?John opens the conversation by asking Sarah what exactly has been agreed to by U.S. and Chinese officials. She talks about how the agreement gives them the ability to conduct on-site inspections in Hong Kong and touches on how Chinese privacy and security statutes have made it impossible for the SEC and the PCAOB to conduct their routine examinations of auditors. Sarah notes how this new agreement enables the PCAOB to have its inspectors on the ground as early as mid-September, seemingly giving the auditors free reign over which audits to inspect and unfettered access to audit work papers.John then asks Xiao why this deal and special rules are needed and queries whether it could be construed as an example of the U.S. picking on China. Xiao talks about how the history of the relationship between the two nations is an important factor to consider in understanding the relationship between the PCAOB, USA and China. He dives into how, on the one hand, there is Chinese law supposedly prohibiting these audit firms from scrutinizing these materials, and on the other hand, U.S. law, which states these audit firms do have the obligation to turn over papers. Xiao highlights how Chinese authorities have a strong interest in enforcing state secrets laws and personal privacy protection laws. However, at the same time, they care about public statements regarding agreements with U.S. authorities, especially those impacting the Chinese state-owned companies whose shares are listed in the U.S.Together, John, Sarah and Xiao dive deeper into how Chinese issuers have typically tapped the Hong Kong-based affiliates of the Big Four companies, granting the PCAOB access to working papers and the right to take testimony from audit company staff in China. Sarah talks through her predictions on the future timeline of events, noting that she expects the PCAOB to draft a shortlist of companies that were already front of mind in the enforcement space and that they will quickly try to move through those audit records.  The conversation shifts to a more financial perspective of the issue with John asking Xiao whether these Chinese companies will continue to want the ability to be listed in the U.S. Xiao explains how China is now comfortable with allowing PCAOB access to Chinese companies' audit papers as China has strengthened its own state secrets laws, personal privacy laws, and cybersecurity laws. China has taken the necessary steps to protect itself from issues that they have encountered in the past with the U.S. before reaching the agreement. Finally, John asks what's next and what the future holds. Sarah believes that there will be some caution to see if the PCAOB is satisfied, but only time will tell how this agreement will play out. 

The Caring Economy with Toby Usnik
Dean Fealk, Co-Managing Partner, Northern California @ DLA Piper | WSJ Best-Selling Author | Leader in Public Affairs

The Caring Economy with Toby Usnik

Play Episode Listen Later Aug 31, 2022 31:58


An award-winning international attorney and civic leader bridging sectors to partner alongside business, government, and NGOs to promote international security, democracy and shared prosperity. As Northern California co-managing partner of a leading global law firm, he advises multinational companies on key strategic and legal issues related to growing their business internationally, having counseled on more than US$40 billion in cross-border transactions.Dean also serves in leadership capacities to various civic organizations, including CEO business groups, NGOs, and think tanks, and has advised and convened government leaders and politicians around the world - from the NATO Secretary General, to the Mayor of Seoul to the Justice Minister of India - on a range of international public policy issues. He is a founding member of the Halifax International Security Forum, a Washington, D.C., the premier nonprofit organization dedicated to strengthening strategic cooperation among democratic nations. Dean is also co-founder of Transatlantic West, a community of leaders promoting stronger ties between Europe and Silicon Valley.Passionate about service and public policy, Dean has advised three presidential campaigns on foreign policy and represented the State of California in trade and investment missions around the world. He serves as a governor's appointee on the California Workforce Development Board, promoting job quality, worker voice, equity, and environmental sustainability for the state's 18 million workers. He is past chair of the Northern California District Export Council, appointed by the U.S. Secretary of Commerce to represent and advocate on behalf of the region's diverse array of exporters, resulting in $75 billion in annual in exports. He has also advised the U.S. trade representative on international trade issues impacting the technology and innovation ecosystem.Recognized for his leadership in public diplomacy, Dean has been designated a Fulbright Scholar to Korea, an Honorary Senator of the German Economy, an Eisenhower Fellow to China, a Presidential Leadership Scholar, a Marshall Memorial Fellow to the EU, a US-Spain Council Young Leader, an International Fellow of Center for Strategic International Studies, a Truman National Security Fellow, and a Carnegie New Leader. Dean is an elected life member of the Council on Foreign Relations --- Support this podcast: https://anchor.fm/toby-usnik/support

Sidebars
Roger Wylie: Leadership Matters

Sidebars

Play Episode Listen Later Jul 29, 2022 64:51


In this episode, we welcome Roger Wylie, the Managing Partner of Kilpatrick Townsend & Stockton. Roger was the Co-Managing Partner of Townsend and Townsend and Crew prior to its merger with Kilpatrick Stockton. Roger is a registered patent attorney with over 20 years of experience in a variety of technologies, including software, business methods, consumer goods, complex machinery, and medical devices. He focuses his practice on patent prosecution and counseling, advising start-up and established corporations, venture investors and other intellectual property stakeholders with regard to all aspects of patent prosecution and acquisition, counseling, licensing, and litigation. He also counsels clients on a wide range of trademark, copyright, trade secret and other IP-related issues.Roger has obtained or assisted in the procurement and management of hundreds of U.S. and foreign patents, many of which have been successfully litigated and enforced. Much of his current work involves product clearances and freedom to operate analyses, Inter Partes disputes in the patent office, infringement and validity analyses for litigation settlement evaluation, and acquisition due diligence.Growing up in southern Georgia in a family of teachers, Roger was exposed to a diverse group of friends and acquaintances. From an early age, he internalized the values of equity and inclusion emphasized by his grandfather and his mother. As a patent attorney, Roger saw that others, including his wife—who is also a patent attorney—faced career obstacles that he did not have to overcome because he was a White male. His upbringing and his ability to see other perspectives have made him a determined leader in leveling the playing field in the legal profession.In this episode, Roger tells us about his career path from studying material science to becoming a leader in the IP world and the Managing Partner of Kilpatrick Townsend, and he explains his philosophy of management and leadership. He also explores the strides made to date by the legal profession in general and Kilpatrick Townsend in particular to make the profession more welcoming to underrepresented groups as well as the work that still needs to be done to achieve greater diversity, equity, and inclusion.Highlights include:Being married to a patent attorney and seeing the patent bar from a woman's perspectiveThe value of having women role models in managementSeeing diversity in broader terms than just gender and race Managing a successful legal practice sometimes requires getting out of the team's wayExamining the entire pipeline, from grade school to law-firm partnership for opportunities to encourage diversity, equity, and inclusionThe chicken-and-egg problem of representationMaking paternity leave more acceptable as a means of helping retain legal talent Creating seats at the leadership table for diverse voicesThanks for listening to Sidebars! Connect with us: Read our Medicine and Molecules (MEMO) Blog Subscribe to our YouTube Channel Questions or feedback? Reach out at socialmedia@kilpatricktownsend.com Learn more about Kilpatrick Townsend **The opinions expressed are those of the attorneys and do not necessarily reflect the views of the firm or its clients. This podcast is for general information purposes and is not intended to be and should not be taken as legal advice.

Capital Allocators
Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

Capital Allocators

Play Episode Listen Later Mar 24, 2022 43:48


On today's Manager Meeting, Greg Dowling interviews Chris Heller. Greg is the Co-CIO and Head of Research for Fund Evaluation Group, an institutional OCIO and investment consultant with $83 billion in assets under advisement. Chris is Co-Founder and Co-Managing Partner at Cordillera Investment Partners, a $1.2 billion alternative investment fund that invests in niche, non-correlated assets, or what Chris calls weird stuff, like whiskey aging, boat marinas, spectrum, and water rights. Their conversation covers Chris's background and the founding of Cordillera, the evolution of alternative assets and alternative alternatives, sourcing new opportunities, conducting due diligence, measuring risk, portfolio construction, and exit strategy. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership