Podcasts about eisneramper

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Best podcasts about eisneramper

Latest podcast episodes about eisneramper

EisnerAmper Podcast
Venture Capital Investing in Louisiana: Opportunities and Challenges

EisnerAmper Podcast

Play Episode Listen Later Dec 18, 2025 10:10


In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with John Roberts, Managing Partner & Mickal Adler, General Partner, Boot64 Ventures, a New Orleans-based venture capital firm that invests in Louisiana entrepreneurs. They share their outlook for venture capital investing in entrepreneurs in the Pelican State including the greatest opportunities, challenges and more. ✨ What you'll learn:

EisnerAmper Podcast
Private Equity Dealmaking in Hospitality Services Explained

EisnerAmper Podcast

Play Episode Listen Later Dec 17, 2025 7:51


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Christie, CEO, Carver Road Hospitality and Nelson Famadas, Managing Partner & COO, Carver Road Capital, a private equity fund that invests in hospitality services. Sean and Nelson discuss the transaction Carver Road completed with Emmy Squared Pizza, including the opportunities, challenges, due diligence process and more.  ✨ What you'll learn:

The Real Estate Crowdfunding Show - DEAL TIME!
Tax Certainty in an Uncertain Market

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later Dec 15, 2025 50:03


In this week's episode, I spoke with Lisa Knee, Managing Partner of Real Estate Services at EisnerAmper, one of the largest tax and advisory firms serving institutional owners, funds, developers, and family offices across the country.   Lisa works with clients who "touch dirt, own dirt, work with dirt" and her view is clear: the tax landscape has stopped moving, but the real estate market hasn't found its footing.   She breaks down what the One Big Beautiful Bill actually settled (199A permanence, 100 percent bonus depreciation, renewed Opportunity Zone rules), and why none of it has thawed capital or clarified pricing. Capital is cautious, lenders prefer extend-and-amend, and investors still don't trust projected rents, expenses, or cap rates enough to lean in.   We discuss topics that matter to serious operators, including: Which tax provisions now permanently shape deal economics for partnerships, REIT investors, and developers. How Opportunity Zones 2.0 works and what the 2026 "blackout" means for capital flows. Why B and C assets are under the most pressure even as A and D properties continue to lease. Why adaptive reuse is a specialist's game, not a market-wide solution for office. What lenders are actually doing behind the scenes and how extend-and-amend is shaping distress. If you're underwriting deals, raising capital, or making hold-sell decisions in 2025 as we head into 2026, this conversation gives you a clear, steady framework for understanding how tax incentives, lender behavior, and pricing uncertainty are interacting right now.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

CPA Trendlines Podcasts
The New Era of CPA Firm Deals: Flexibility, Culture, and the Rise of “31 Flavors” | Holistic Guide to Wealth Management

CPA Trendlines Podcasts

Play Episode Listen Later Dec 15, 2025 33:25


Firms that prioritize, listen, and align position themselves for better long-term outcomes. By Rory Henry CFP®, BFA™For CPA TrendlinesPhil Whitman, President and CEO of Whitman Advisory, works with hundreds of CPA firms and more than 230 strategic investors across private equity, family offices, wealth management aggregators, and publicly traded consolidators. He sees a profession undergoing unprecedented transformation, and Whitman has a front-row seat. In this episode of Holistic Guide to Wealth Management, Whitman shares his observations with me from his unique vantage point.   MORE Rory Henry and The Holistic Guide to Wealth Management BUY the Holistic Guide to Wealth Management Whitman points to 2021 as the inflection point for the profession's transition. That's when EisnerAmper became the first major CPA firm to accept private equity (PE) investment, followed shortly by Citrin and Cherry Bekaert. Those deals opened the gates for capital providers and ignited a wave of consolidation across firms of all sizes. The profession hasn't looked back since. Transaction activity has since accelerated, creating unprecedented competition for deals and pushing accounting firm valuations into territory the profession has never seen before.

EisnerAmper Podcast
Agriculture Credit Investing Outlook: Opportunities and Market Shifts

EisnerAmper Podcast

Play Episode Listen Later Dec 11, 2025 12:50


In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with David Chan, Vice President, Homestead Capital, an investment manager focused on agriculture investing in the U.S. David shares his outlook for agriculture credit investing, including the greatest opportunities, challenges and more. ✨ What you'll learn:

EisnerAmper Podcast
The Heart of Dealmaking: How AI Brings Clarity to Complex Transactions

EisnerAmper Podcast

Play Episode Listen Later Dec 9, 2025 22:19


Katya Fisher, CEO and co-founder of Aracor AI, joins EisnerAmper's TechTalk host Fritz Spencer to explore how the startup is redefining the future of dealmaking through its AI-native dealmaking platform. In this episode, learn how Aracor's platform combines deep legal expertise with advanced AI to accelerate due diligence, automate risk assessment, and streamline negotiations—giving investors, counsel, and deal teams a decisive edge. Tune in to learn how Aracor's mission to bring clarity and precision to complex transactions empowers teams to close deals faster, smarter, and with confidence. Connect with Katya Fisher: https://www.linkedin.com/in/katyafisher/ Aracor AI: https://aracor.ai/ ✨ What you'll learn:

EisnerAmper Podcast
The New Commodity Cycle: Opportunities & Risks Ahead

EisnerAmper Podcast

Play Episode Listen Later Dec 4, 2025 6:59


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Paolino, Portfolio Manager at Esker Point Advisers LLC, a commodities-focused investment advisor and affiliate of Titan Advisors, a global alternative investment firm with over $2 billion in firm assets, based in Connecticut. Chris shares his outlook for commodities investing, including the greatest opportunities, challenges and more. Disclaimer: The statements made herein by Chris Paolino represent his personal views and opinions as of the date of this interview and do not necessarily reflect those Titan Advisors, LLC or its affiliates. This presentation is not intended to constitute investment advice; nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No recommendation or advise is being given as to whether any investment is suitable for a particular investor. To the extent this presentation contains forward-looking statements there is no assurance or guarantee that any forward-looking statements will come to pass or that future results will be consistent with any information provided. ✨ What you'll learn:

AFO|Wealth Management Forward
Inside the New Era of Firm Growth and Consolidation w/ Philip Whitman

AFO|Wealth Management Forward

Play Episode Listen Later Nov 28, 2025 32:44


In this episode, Rory speaks with Phil Whitman, President and CEO of Whitman Advisory, one of the leading advisory organizations serving CPA firms nationwide. Phil shares how his firm evolved from succession and M&A consulting into a multi-service advisory platform helping firms improve profitability, recruit talent, and prepare for the what comes next in the world of accounting. He explains how private equity has reshaped the accounting profession, what firms can learn from early deals like EisnerAmper, Citrin Cooperman, and Cherry Bekaert, and why 2026 could be “the year of the tuck-in.” Phil also outlines the four keys to building a world-class firm—communication, trust, partner alignment, and accountability—and why culture and capital structure matter as much as multiples. Want to know how CPAs can position their firms to attract investment, grow through acquisition, and thrive in the age of private equity? Find out in this conversation with Phil Whitman.

EisnerAmper Podcast
Global Macro Outlook: Opportunities & Risks Investors Must Watch

EisnerAmper Podcast

Play Episode Listen Later Nov 20, 2025 7:44


In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more. ✨ What you'll learn:

EisnerAmper Podcast
The Future of Disaster Response: FEMA's Evolving Role Explained

EisnerAmper Podcast

Play Episode Listen Later Nov 19, 2025 10:57


The Future of Disaster Response: FEMA's Evolving Role Explained The future of disaster preparedness is projected to experience significant changes. In this deep-dive conversation, Jennifer Butler, Partner and Leader of our Government Sector Services and Mark Cooper, a leading emergency management expert and member of FEMA's review board break down how FEMA's mission, structure, and responsibilities are evolving, and what these shifts mean for disaster preparedness, recovery, and response. This episode explores: • FEMA's upcoming structural and policy changes, and how they will impact federal, state, and local disaster operations. • Why more responsibility may shift to states and regions, and what capabilities governments must build now. • How disaster grants, public assistance, and recovery timelines may change under a more localized approach. • How to choose the right disaster consultants and trusted partners, and why prior performance matters more than ever. With a wide range of services in audit, tax, advisory, and outsourcing, EisnerAmper is one of the leading providers in the industry. We invite you to join us on our platforms to learn more about our services and connect with us: https://www.eisneramper.com/ https://www.linkedin.com/company/eisneramper/ https://instagram.com/eisneramper https://twitter.com/eisneramper

EisnerAmper Podcast
Health Care Growth Capital: Investing in Innovation and Life Sciences

EisnerAmper Podcast

Play Episode Listen Later Nov 13, 2025 15:13


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tadd Wessel, Managing Partner, Petrichor Capital, a New York-based investment firm which invests in health care managers and businesses to drive scientific and medical innovation. Tadd, formerly with OrbiMed Advisors and Fortress Investment Group, shares his outlook for growth capital investing in health care, including the greatest opportunities, challenges and more. ✨ What you'll learn:

EisnerAmper Podcast
How This Urban Tech Startup Is Redefining Walkability

EisnerAmper Podcast

Play Episode Listen Later Nov 11, 2025 21:23


Dr. Bernardita Calinao, founder and CEO of Walkspan, joins EisnerAmper's TechTalk host Janina Teoxon to share how her startup is pioneering a data-driven approach to measure and improve walkability in urban environments. In this episode, discover how its AI-driven, advanced neighborhood search tool taps into the world's largest walking-environment dataset to help users find communities that fit their lifestyles and support smarter real estate decisions. Tune in to explore Walkspan's mission to enhance public spaces and boost property values through neighborhood intelligence. Connect with Dr. Calinao: https://www.linkedin.com/in/bernardita-calinao-phd/ Walkspan: https://walkspan.ai/ ✨ What you'll learn:

EisnerAmper Podcast
Sukuk Investing Explained: Ethical Fixed-Income Strategies for Global Investors

EisnerAmper Podcast

Play Episode Listen Later Nov 6, 2025 11:12


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry and more. ✨ What you'll learn:

EisnerAmper Podcast
How Healthcare Executives Can Maximize Retirement & Tax Savings

EisnerAmper Podcast

Play Episode Listen Later Nov 4, 2025 23:24


In this episode of EisnerAmper's Healthcare Podcast, EisnerAmper's Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game. ✨ What you'll learn:

EisnerAmper Podcast
The Rise of Climate Tech Venture Capital | What Investors Need to Know

EisnerAmper Podcast

Play Episode Listen Later Oct 23, 2025 12:18


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Romain Diaz, Founder & CEO of Satgana, a Luxembourg-based climate tech venture capital firm. Romain shares his outlook for climate tech venture capital investing, including the greatest opportunities, challenges and more. ✨ What you'll learn:

EisnerAmper Podcast
From Physician to Startup Founder:  Advancing Autism Therapy Through Novel Digital Therapeutics

EisnerAmper Podcast

Play Episode Listen Later Oct 21, 2025 22:24


Uli Chettipally, founder of Sirica Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his digital health startup is developing a groundbreaking therapy for individuals with autism spectrum disorder (ASD). In this episode, discover how Sirica Therapeutics' proprietary Cognitive Sensorimotor Therapy blends virtual reality, gaming, robotics, and physical exercise to create an immersive therapeutic system. Tune in to learn more about Sirica Therapeutics' mission to transform autism care, bringing joy, empowerment, and meaningful progress to individuals and families affected by ASD. Sirica Therapeutics: https://www.siricatx.com/ Connect with Dr. Uli Chettipally: https://www.linkedin.com/in/ulichettipally/ ✨ What you'll learn:

EisnerAmper Podcast
Asset-Based Lending Explained: Funding Growth for Tech Startups

EisnerAmper Podcast

Play Episode Listen Later Oct 16, 2025 10:03


In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you'll learn:

EisnerAmper Podcast
Inside Scientific Fixed-Income Investing

EisnerAmper Podcast

Play Episode Listen Later Oct 16, 2025 12:28


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more. ✨ What you'll learn:

EisnerAmper Podcast
Reimagining Private Investing with AI-Powered Matchmaking

EisnerAmper Podcast

Play Episode Listen Later Oct 7, 2025 19:22


Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connecting early-stage investors with startup founders through behavioral insights to create a more efficient and equitable ecosystem. Tune in to learn how Moneyball.ai's mission to align founders and investors through data and AI is unlocking access to capital, accelerating innovation, and driving meaningful change. Connect with Julia Whippo: https://www.linkedin.com/in/julia-whippo/ Moneyball.ai: https://www.moneyball.ai/

EisnerAmper Podcast
Social Factor Investing: Unlocking Hidden Value with AI & Intangible Assets

EisnerAmper Podcast

Play Episode Listen Later Oct 2, 2025 10:20


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you'll learn:

EisnerAmper Podcast
Investing in AI Startups 2025 | Venture Capital Outlook, ESG & Future Opportunities

EisnerAmper Podcast

Play Episode Listen Later Sep 25, 2025 14:20


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more.

EisnerAmper Podcast
Bridging the Gap: Investment Property Wealth Management Reimagined

EisnerAmper Podcast

Play Episode Listen Later Sep 23, 2025 16:10


David Wieland, co-founder and CEO at Realized, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup's platform can help users transform wealth from individual investment properties into diversified real estate portfolios, customized to income needs, tax situations, and investment goals. Discover how investors and their financial advisors are combining deep real estate expertise with cutting-edge technology that offers tools to help quantify risk and optimize portfolio construction. You'll hear about Realized's mission to bridge the gap between traditional real estate ownership and sophisticated wealth management, empowering investors to preserve and grow their wealth across generations. Connect with David Wieland: https://www.linkedin.com/in/davidawieland/ Realized: https://www.realized1031.com/

EisnerAmper Podcast
Dealmaking in Life Sciences: Private Equity Insights & Due Diligence

EisnerAmper Podcast

Play Episode Listen Later Sep 17, 2025 20:13


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment. The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you're an investor, entrepreneur, or advisor, you'll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.

EisnerAmper Podcast
Securitized Credit Explained: Risks, Returns & Trends 2025

EisnerAmper Podcast

Play Episode Listen Later Sep 11, 2025 8:50


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Mark Hale, Chief Investment Officer, Prytania Asset Management, a securitized credit investment manager based in London. Mark shares his outlook for investing in securitized credit transactions including the greatest opportunities, challenges and more.

EisnerAmper Podcast
How Impact Investing Is Transforming the Food System

EisnerAmper Podcast

Play Episode Listen Later Sep 9, 2025 14:24


Schuyler Dalton, impact investment manager with the World Wildlife Fund (WWF), joins EisnerAmper's TechTalk host Fritz Spencer to explore how her investment group, WWF Impact, is amplifying the WWF's charitable mission and conservation goals within the food system. In this episode, discover how WWF Impact is investing in innovations that reduce farming's environmental footprint while promoting ecosystem and community health. They'll dive into emerging tech trends in regenerative agriculture, from linking farmer profits to improving soil and biodiversity to advancing traceability in livestock, crops, and produce. Tune in to learn more about the Fund's mission to build a future where people live in harmony with nature.

EisnerAmper Podcast
Inside Farmland Investing: Opportunities in Specialty Crops

EisnerAmper Podcast

Play Episode Listen Later Sep 4, 2025 8:55


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Jack McCarthy, Co-Founder & CEO, Gold Leaf Farming, a specialty crop farmland investment firm that invests in almond and pistachio orchards in the Western U.S. Jack shares his outlook for crop farmland investing including the greatest opportunities, challenges and more.

EisnerAmper Podcast
Inside Private Equity: Why Non-Correlated Investments Matter

EisnerAmper Podcast

Play Episode Listen Later Aug 28, 2025 6:53


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kelly Ann Winget, Founder & CEO, Alternative Wealth Partners, a Dallas-based private equity firm focused on blended portfolios of non-correlated investments. Kelly Ann shares her outlook for private equity investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.

EisnerAmper Podcast
Powering Missions in Space with the First Orbital Energy Grid

EisnerAmper Podcast

Play Episode Listen Later Aug 26, 2025 15:10


Andrew Rush, co-founder and CEO of Star Catcher, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup is revolutionizing space infrastructure by creating the first energy grid for space. In this episode, discover how Star Catcher's proprietary, space-to-space solar beaming technology delivers on-demand power to satellites, boosting uptime, expanding mission capabilities, and cutting launch costs. Tune in to learn about the startups' bold mission to eliminate power constraints in orbit by building foundational infrastructure that supports the growing needs of commercial, civil, and defense space operations. Connect with Andrew Rush: https://www.linkedin.com/in/rushandrew/ Star Catcher: Star Catcher - Power to Go Beyond

EisnerAmper Podcast
Tax Planning for Dentists: Strategies to Lower Taxes & Improve Cash Flow

EisnerAmper Podcast

Play Episode Listen Later Aug 25, 2025 28:57


In this insightful episode of the EisnerAmper Dental Podcast, host Tony Davis is joined by dental industry specialists Erick Cutler and Morgan Hamon to explore how EisnerAmper empowers dental practices with robust financial reporting and strategic tax planning. Drawing from their extensive experience in accounting, advisory, and business consulting, the trio discusses how tailored financial insights can help dental professionals make informed decisions, optimize profitability, and stay ahead of regulatory changes. Whether you're a solo practitioner or part of a growing DSO, this episode offers valuable guidance on elevating your practice's financial health. Tax Planning for Dentists — actionable tax strategy and financial reporting advice to help dental practices improve cash flow, measure the right KPIs, and stay audit-ready.

Bloomberg Daybreak: Asia Edition
Russia-Ukraine Talks, Fed Outlook in Focus

Bloomberg Daybreak: Asia Edition

Play Episode Listen Later Aug 19, 2025 20:23 Transcription Available


US President Donald Trump called Vladimir Putin and urged the Russian leader to begin making plans for a summit with Volodymyr Zelenskiy, after meeting the Ukrainian president and European leaders at the White House on Monday. The proposal — which Trump pitched as a one-on-one summit between Ukraine and Russia's leaders that would be followed by a trilateral gathering involving all three — represented the latest turn in the US president's push to broker an end to a conflict that has lasted over three years. We get the latest from Michelle Jamrisko, Bloomberg News White House Editor in Washington.Oil markets were in focus following Trump and Zelenskiy's meeting in Washington, as traders weighed the potential implications for regional stability and energy flows. Crude oil held steady after Monday's gain. Meantime, Asian stocks may struggle for direction at the open after the S&P 500 closed little changed. We get market perspective from Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.Plus - a big week is coming up as the Federal Reserve's annual Economic Policy Symposium kicks off Thursday in Jackson Hole, Wyoming. The event in the Grand Teton mountains has been used by Fed chairs as a venue for making crucial policy announcements. Jerome Powell is expected on Friday to unveil the Fed's new policy framework — the strategy it'll use to achieve its inflation and employment goals. He may also drop some hints about the Fed's thinking ahead of its September policy meeting. We look at the potential impact of Powell's remarks later this week with Michele Martin, President at Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.

EisnerAmper Podcast
Innovative Cash Management Strategies for Higher Yields

EisnerAmper Podcast

Play Episode Listen Later Aug 14, 2025 16:23


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mayank Mohan, Managing Partner, Museum Mile Funds, an investment manager focused on innovative cash management strategies. Mayank shares his outlook for investing in innovative cash management strategies, including the greatest opportunities, challenges and more.

EisnerAmper Podcast
Smart Glasses: Reimagining Eyewear for a Connected, Digital-First World

EisnerAmper Podcast

Play Episode Listen Later Aug 12, 2025 21:26


Harrison Gross, CEO and Co-Founder of Lucyd®, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his eyewear company is reshaping the prescription eyewear market by delivering stylish, ergonomic, and user-friendly smart glasses at an affordable price point. In this episode, discover how Lucyd®'s innovative smart glasses go beyond vision correction -- offering a Bluetooth audio interface that allows for music, phone calls, and voice access to ChatGPT. Tune in to learn more about the company's mission to keep you seamlessly connected to your digital life by enhancing the world's most essential wearable. Connect with Harrison Gross: https://www.linkedin.com/in/harrison-gross Lucyd®: https://lucyd.co/?srsltid=AfmBOooi5xjt7o-shkJRY-ex5TEMRYDrkEhSg21ql4uwaSd_9ENNCqeQ

EisnerAmper Podcast
High-Conviction Equity Investing: Top Trends, Challenges & AI Insights

EisnerAmper Podcast

Play Episode Listen Later Aug 7, 2025 7:40


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sean Emory, Founder & CIO, Avory & Co., which manages a high-conviction equities strategy. Sean shares his outlook for high-conviction equities investing, including the greatest opportunities, challenges and more.

EisnerAmper Podcast
How Direct Lending is Fueling Fix & Flip and Bridge Loans in 2025

EisnerAmper Podcast

Play Episode Listen Later Jul 31, 2025 7:10


In this episode of EisnerAmper's Alternative Investments Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tibor Wilheim, CEO, Mount Wilson Capital, a direct lender specializing in Fix-N-Flip and residential bridge loans across the Mid-Atlantic, Midwest and Northeast regions. Tibor shares his outlook for investing in the space, including the greatest opportunities, challenges and more.

EisnerAmper Podcast
Private Equity Investing in Commercial Aquatics

EisnerAmper Podcast

Play Episode Listen Later Jul 30, 2025 15:57


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Griffin Midler, Vice President, Private Equity at Bow River Capital, a Denver-based alternative asset management firm focused on investing in the lower middle market. Griffin discusses the transaction that Bow River completed with Landmark Aquatic. He walks us through the process, along with both the opportunities and challenges faced when it came to the transaction. He also discusses the due diligence process on the deal and more.

EisnerAmper Podcast
How Purpose-Driven Entrepreneurs Are Shaping Venture Capital

EisnerAmper Podcast

Play Episode Listen Later Jul 24, 2025 8:00


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Correy Faciane, Founder of The Scope Fund, a Washington, D.C.-based venture capital firm that invests in entrepreneurs with a sense of purpose. Correy shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he thinks about long-term value creation when evaluating early-stage investments.

EisnerAmper Podcast
How a Startup Is Turning Ocean Waste into Sustainable Building Materials

EisnerAmper Podcast

Play Episode Listen Later Jul 22, 2025 15:27


Raquel de Antonio, CEO and Founder of Sargassum Eco Lumber, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how her startup is reimagining the future of the construction industry by manufacturing high-quality, eco-friendly lumber for a cleaner and greener future. In this episode, learn how Sargussum Eco Lumber is creating a new category of climate-conscious materials, through the process of turning invasive Sargassum seaweed and ocean plastic waste into durable, recyclable building panels. Discover how their innovative product not only diverts waste from landfills and coastlines but also helps reduce embodied carbon in the built environment, offering a sustainable alternative to traditional plywood. Connect with Raquel de Antonio: https://www.linkedin.com/in/raquelitus/ Sargassum Eco Lumber: https://sargassumecolumber.com/

EisnerAmper Podcast
Commodities Investing 2025: Inflation, Supply Chains & Smarter Strategies

EisnerAmper Podcast

Play Episode Listen Later Jul 17, 2025 6:07


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Don Casturo, Founding Partner & Chief Investment Officer of Quantix Commodities, a sub-advisor for Harbor Capital Advisors. Don shares his outlook for commodities investing, including the greatest opportunities, challenges and more.

EisnerAmper Podcast
Private Equity Meets Fintech Innovation: How Deals Get Done

EisnerAmper Podcast

Play Episode Listen Later Jul 16, 2025 16:39


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Eric Byunn, Co-Founder, and Matt Alfieri, Partner, Centana Growth Partners, a growth equity fund that invests in the future of finance. They discuss the transaction Centana has completed with Beacon Platform. They walk us through the process, along with both the opportunities and challenges faced when it came to the transaction. They also discuss the due diligence process on the deal and more.

The Dentalpreneur Podcast w/ Dr. Mark Costes
2290: High Stakes and Higher Margins in Dentistry Pt. 1

The Dentalpreneur Podcast w/ Dr. Mark Costes

Play Episode Listen Later Jul 15, 2025 32:58


In today's Part 1 episode, Dr. Mark Costes welcomes Morgan Hamon, a former Navy F-18 pilot turned CPA, who now dedicates his expertise to helping dental practice owners achieve financial clarity and profitability. Morgan shares his unique journey from landing on aircraft carriers to launching a specialized accounting firm with his father—one that eventually joined EisnerAmper.  Morgan dives deep into the common financial blind spots of dentists, the vital importance of understanding profit margins, and how to identify whether revenue shortfalls or bloated expenses are holding a practice back. Plus, he explains why variable cost control and staff efficiency are critical, and how tax mitigation strategies like S-Corp elections and proper expense categorization can drive long-term success. EPISODE RESOURCES https://www.eisneramper.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

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Private Equity in Oil & Gas: Big Opportunities & Challenges Explained

EisnerAmper Podcast

Play Episode Listen Later Jul 14, 2025 12:23


In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Kiser, President & CEO of Five States Energy Company, a Dallas-based private investment firm which manages a closed-end fund that invests in small, undervalued oil and natural gas properties in the U.S. John will share his outlook for investing in those properties, including the greatest opportunities, challenges and more.

EisnerAmper Podcast
TechTalk: The Path from Concept to Clinical Impact: Guiding Healthcare Innovation to Transform Patient Lives

EisnerAmper Podcast

Play Episode Listen Later Jul 11, 2025 17:33


Bernardo Perez-Villa, Senior Innovations Engagement Partner at Cleveland Clinic Innovations, joins EisnerAmper's TechTalk host Fritz Spencer to explore the organization's pioneering journey in healthcare innovation, strategy, and execution. In this episode, discover how the team at Cleveland Clinic Innovations guides inventors through each stage of the technology transfer process (concept, licensing, startup formation, clinical validation, and scaling). Tune in to learn about their mission to connect inventors with strategic industry partners to create products that revolutionize healthcare and meaningfully improve patients' lives.

EisnerAmper Podcast
Investing in Asia Pacific Alternative Investments

EisnerAmper Podcast

Play Episode Listen Later Jun 26, 2025 13:46


In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Marlon Sanchez, Founder & CEO, Skyway Pacific Research & Capital Management, a Hong Kong-based manager that invests in Asia Pacific alternative investment strategies. Marlon shares his outlook for his investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.

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TechTalk: Adult ADHD: Startup Develops Neuroscience-Based Tools for Regaining Meta-Attention

EisnerAmper Podcast

Play Episode Listen Later Jun 24, 2025 16:50


Dr. Gregory Simpson, Founder and Chief Executive Officer of ThinkNow, joins EisnerAmper's TechTalk host Janina Teoxon to explore his unique journey to becoming a founder and how his startup uses innovative technologies to enhance cognitive performance, mental wellness and disorders of attention including ADHD. In this episode, discover how ThinkNow's patented app, Attenteo, uses a novel therapeutic method to help adults strengthen and stabilize their attention with interactive lessons backed by neuroscience research. Tune in to learn about the startup's mission to empower people everywhere to take control of their attention and mental wellness through accessible solutions that help them live better lives.

EisnerAmper Podcast
Private Equity Dealmaking in Pharmaceuticals

EisnerAmper Podcast

Play Episode Listen Later Jun 18, 2025 21:22


In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kapila Ratnam, Partner with the healthcare fund at NewSpring Capital, a Pennsylvania-based lower middle market private equity firm. She discusses some of the transactions NewSpring has completed in the pharmaceutical space, including Kincell Bio and Aerosafe Global. She walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. She also discusses the due diligence process on those deals and more.

Let’s Have A Drink (New York)
First Draft Live Ep. 2: The One Big Beautiful Bill Vs. CRE (with Ryan Sievers)

Let’s Have A Drink (New York)

Play Episode Listen Later Jun 13, 2025 27:36 Transcription Available


Trump's One Big Beautiful Bill is being negotiated in the Senate, and how it gets hammered out could have major implications for commercial real estate. The breadth of possible impacts are huge, from the return of bonus depreciation, which could finally make the math work on deals, to qualified business income deductions allowing CRE to write off more debt and a possible ban on state regulations on AI, which could kill local rules on rent-setting software and change the data center map.On this episode, EisnerAmper partner Ryan Sievers broke down what CRE needs to have its eye on to maximize profit and get deals moving in a new tax environment.Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs. 

Marketing Tips for Doctors
The Business of Smiles

Marketing Tips for Doctors

Play Episode Listen Later Jun 13, 2025 28:44


In this episode of Marketing Tips for Doctors, host Dr. Barbara Hales speaks with Morgan Hamon, CPA and partner at EisnerAmper, about the financial health of dental practices and how professionals can gain control over their profitability. With over two decades of experience helping more than 900 dental practices, Morgan shares actionable financial strategies that

EisnerAmper Podcast
Engaging Alternatives Spotlight: Venture Capital Investing in Next Generation Digital and Physical Infrastructure for National Security

EisnerAmper Podcast

Play Episode Listen Later Jun 12, 2025 7:07


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Coughlin, Founder, Danu Venture Group, a venture capital firm that invests in next generational digital and physical infrastructure for national security. Ryan shares his outlook for investing in the space, including the greatest opportunities, challenges and more.

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TechTalk: Driving Innovation and Growth: The Strategic Role of Venture Capital in Shaping the Future of Startups

EisnerAmper Podcast

Play Episode Listen Later Jun 10, 2025 17:32


Keshia Theobald-van Gent, Vice President of BDev Ventures, joins EisnerAmper's TechTalk host Fritz Spencer to explore the strategic role of venture capital in shaping the future of startups. Her investment firm, BDev Ventures, focuses on fast-growing B2B software companies in the U.S. and LATAM, from Seed to Series B. In this episode, discover how the firm drives success beyond capital injection by using its proprietary lead-generation platform, WinDifferent, and providing hands-on mentorship. Tune in to learn about how BDev Ventures is committed to delivering unparalleled value to founders in a systematic way.

EisnerAmper Podcast
Engaging Alternatives Spotlight: Equity Investing in High-Quality Growth Companies

EisnerAmper Podcast

Play Episode Listen Later Jun 5, 2025 7:00


In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Vitelli, Senior Portfolio Manager, Compass Capital Management, a Minnesota-based asset manager that focuses on equity investing in high-quality growing companies. Mark shares his outlook for the firm's investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.