Podcasts about founding partners

Jeff Coltin, Politico NYC Political Reporter and co author of Politico's New York PlaybookTopic: Eric Adams drops out of the Mayoral race John Solomon, award-winning investigative journalist, founder of "Just The News," and the host of “Just the News, No Noise” on the Real America’s Voice networkTopic: Michigan church shooting, New York to receive inflation reduction checks this fall, other news of the dayPeter Botros, Founding Partner of the Bread & Butter Hospitality family of restaurantsTopic: Celebrating Staten IslandRob Chadwick, Retired FBI Supervisory Special Agent and Former Director of Tactical Training in Quantico and the Head of Personal and Public Safety for the United States Concealed Carry Association (USCCA)Topic: Michigan church shooting Assemblyman Dov Hikind, former New York State Assemblyman and the son of holocaust survivorsTopic: Trump meeting with Netanyahu Patrick J. Brosnan, Retired and Decorated NYPD DetectiveTopic: Michigan church shooting Gregg Jarrett, Legal and political analyst for Fox News Channel and the author of "The Trial Of The Century"Topic: James Comey indictment Raymond Arroyo, managing editor & host of "The World Over" on EWTN, host of the "Arroyo Grande" podcast, and a Fox News contributorTopic: Attacks on faith in the United States in the wake of the Michigan church shooting and Charlie Kirk assassinationSee omnystudio.com/listener for privacy information.

What if your biggest lifetime expense isn't your mortgage or healthcare, but taxes? In part 1 of this conversation, host Bryan Bibbo sits down with Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, Prosperity Capital Advisors, and Alison Wealth Management. Together they discuss the concept of tax management through The Tax Management … Continue reading Episode 53: Tax Management Strategies for Retirement Part 1 →

Susan Dawson, Founding Partner at Navigant Law Group, joins Jon Hansen on Let's Get Legal to discuss representing small business owners and the importance of estate planning before it’s crunch time. For more information, call (847) 253-8800 for a free consultation.

This week, Peter is joined by Yohei Nakajima, founding partner of Untapped VC and one of the most forward-thinking investors in the AI space. Known for his public experiments with AI agents and automations, Yohei shares his radically different approach to venture capital: investing from the top down.Yohei explains how he uses the social networking site X and his AI community, Baby AGI, to map market trends, develop a unique conviction, and source founders, flipping the traditional referral-based VC model on its head. He also dives deep into his personal quest to automate the mundane parts of the investor workflow, what he's learned from building an AI version of himself, and what parts of the job can never be replaced by a machine.This episode is a look into the future of venture capital, packed with insights on building a differentiated brand, why founders should lean into their strengths, and how AI is changing what it means to be an early-stage investor.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/00:00 – Intro: A top-down approach to VC01:45 – Why top-down investing is Untapped's core thesis02:24 – How to build unique conviction as an investor04:15 – Using a public audience to source and vet founders05:02 – Why don't more pre-seed VCs do outbound sourcing?06:29 – How defensible are today's fast-growing AI companies?08:00 – The "hobbyist" VC: How genuine joy becomes a differentiator09:15 – The surprising bottleneck of automating your own job10:48 – What is a VC's core value when tasks are automated?11:45 – The parts of the VC job that should never be automated13:20 – Lessons from building an AI version of yourself to advise founders14:12 – How much of VC advice is standardized?15:40 – Why innovating on portfolio construction is so difficult17:18 – How AI experiments can provide value back to LPs19:03 – Pitching an AI-native VC: How to stand out20:31 – Why are so many founders building the same thing?22:24 – Does a "breakout" launch signal a company's potential?23:56 – Should founders focus on their strengths or weaknesses?25:18 – A pre-seed take on today's frothy AI valuations26:49 – Inside the VC mindset: Why investors can be surprisingly risk-averse28:04 – Are accelerators still useful for early-stage founders?30:15 – The San Francisco question: Do you still need to be there?32:48 – How pre-seed founders are thinking about their capital strategy37:25 – Why haven't more VC funds automated their own operations?38:52 – Acting as a one-man R&D department for the VC industry41:28 – The next big trend in AI: Context management and memory44:23 – The future of Untapped: From a single fund to a VC platform?47:11 – Who should be a VC that isn't one today?49:10 – The most creative way an investor can add valueThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights reserved.

In our final episode on PRGN's 2025 Influence Insights research, Rogério Artoni discusses the significance of cultural and social values in public relations, especially in the Latin American context, with a sharp focus on Brazil. Download PRGN's whitepaper on insights from the 2025 global survey on Brand Influence. Rogério highlights that understanding these values is crucial for effective communication and relationship-building in the region. He points out that the Brazilian market, which represents a staggering 40% of Latin America's GDP, requires a tailored approach in public relations strategies that resonate with local customs. The conversation also touches on the dual importance of digital presence and traditional media trust among Brazilian audiences, underscoring a unique blend of modern and legacy communication methods. Overall, the episode emphasizes the need for brands to adapt their messaging to fit local cultures, ensuring they forge genuine connections with their target audiences. Influência que Move SUMMIT | SÃO PAULO – 02 de outubro de 2025No dia 2 de outubro, o Influência Que Move Summit reunirá grandes nomes do mercado para debater reputação corporativa, influência institucional e os desafios da comunicação em um cenário que muda diariamente. Com realização da Race Comunicação e parceria da Faculdade Presbiteriana Mackenzie, o evento acontecerá às 9h, em São Paulo, na Unidade de Higienópolis do Mackenzie, e é a oportunidade certa para quem deseja se atualizar e se fortalecer na área. Evento Gratuito – Vagas Limitadas! Inscreva-se e garanta sua presença »About the GuestsRogério Artoni is Founding Partner and CEO of Race Communications in São Paulo, Brazil. Rogério is a journalist with an MBA in Corporate Communication. His experience includes areas ranging from education to finance, sports, tourism, and manufacturing. Rogério has extensive international experience and was named one of the world's most influential PR professionals by PRWeek magazine in its 2016 and 2017 Global Power Book. Bill Southard is founder and CEO of Southard Communications in New York. He also serves as Marketing Committee Chair for PRGN. Bill launched Southard Communications in 1994 and has since experienced consistent and considerable growth and today represents a broad range of clients across a myriad of industries. In his day-to-day role at the agency, Bill drives the creative process, provides ongoing strategic counsel and manages all crisis communications on behalf of agency clients. With more than 35 years of communications experience, Bill has counseled some of the country's leading Fortune 500 firms. Prior to founding Southard Communications, he was president of Earle Palmer Brown Public Relations and previous to that General Manager with Dorf & Stanton Communications. About the Host Dr. Adrian McIntyre is a cultural anthropologist, media personality, speaker, and...

Venture capital is no longer just for the ultra-wealthy. Discover how a unique strategy is opening up exclusive investment opportunities to a wider audience.   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jeff Ransdell, Managing Director and Founding Partner at Fuel Venture Capital, who explains how his deep knowledge of the wealth management industry is helping to democratize access to high-value venture capital opportunities. Drawing on his experience at Merrill Lynch, Jeff discusses his shift into venture capital and why scarcity in investment opportunities is now crucial to success. Tune in to learn about the future of AI investments and how Fuel Venture Capital supports financial advisors and family offices in navigating these changing markets.   Key Takeaways: → How traditional financial services are evolving due to the rise of AI and technology. → The importance of scarcity in venture capital investments. → The role of AI in identifying the best investment opportunities. → How venture capital is changing and focusing on early-stage tech companies. → How venture capital is evolving in response to current global economic conditions.   With over 30 years of experience in wealth management, Jeff Ransdell has a deep understanding of the changing needs of financial advisors and their clients. As a former Managing Director at Merrill Lynch, he managed $130 billion in client assets. Now, as the founder of Fuel Venture Capital, Jeff helps financial advisors incorporate high-growth venture investments into their diversification strategies. Fuel connects Silicon Valley with Main Street, giving private clients access to transformative companies. Jeff leads discussions on the future of investing, private markets, and how AI will influence wealth management, providing solutions for next-generation investors.   Connect With Jeff: Website Instagram Facebook LinkedIn Fuel Venture Capital LinkedIn   Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture.This week, Andreas is joined by Florian Schweitzer, Founding Partner at b2venture, one of Europe's longest-running VC funds — and one of the only firms to scale a structured angel investing model alongside institutional capital.They unpack how Florian built an active, deeply interlinked community of 350 angels, the philosophy behind their 90/10 investment model, and why chasing unicorns is the wrong game. The conversation also dives into trust-building with LPs, culture as a strategy, and what it takes to build trillion-euro thinking into Europe's founder psyche.Whether you're an emerging manager trying to scale responsibly, or an LP wondering what durable early-stage outperformance actually looks like — this one's for you.Here's what's covered:01:00 | The impossible alignment: angels vs. institutions02:30 | Treating angels as partners — not a sourcing channel03:30 | The founder–angel–VC triangle04:00 | Winning institutional support: data, not just story05:40 | Why most firms abandon the angel model — and how btov didn't06:00 | Culture, rules, and the “honourable merchant”08:00 | The numbers: 350 angels, 80 core collaborators09:00 | The unicorns: how every single one came via angels10:30 | When angels lead and VCs co-lead12:30 | Why chasing unicorns is “silly” — and what to do instead14:00 | Building trillion-euro aspirations into early diligence15:00 | 90/10: The case for a dual investment strategy17:00 | DPI lessons from Fund 1 & 2 — and what they forgot in 3 & 4

This week, we chat with Katie Stanton!Katie is the Founder and General Partner of Moxxie Ventures. Katie is an investor, operator, board member, and proud mom of three kids and two “poorly-trained” dogs. She has built her career leading teams at Yahoo, Google, Twitter, and Color, and also served in the Obama White House and Clinton State Department.As Founder and Managing Partner of Moxxie Ventures, Katie backs entrepreneurs tackling hard problems that improve life, work, and the planet. She was also a Founding Partner of #Angels and has invested in over 50 early-stage companies including Airtable, Coinbase, Cameo, Carta, and Modern Fertility.Katie currently serves on the Boards of Vivendi and Yahoo and previously served on the Board of Time Inc. Her career has been defined by a commitment to brilliant people, bold ideas, and building a better future.✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by Gusto, OpenPhone & Athena.Gusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Katie Stanton: @katies@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger

In this episode of Cannabis Unlocked, Aaron Miles, Chief Investment Officer of Verano Holdings, joins Jordan Youkilis, Founding Partner at KEY Investment Partners, to share his path from publishing into cannabis. The two dive into what makes Verano different from other cannabis operators. Aaron kicks off with insights into the challenges of cannabis finance, attracting institutional capital, and the potential impact up-listing could have for public cannabis companies.Next they dive into today's market themes: shifting M&A activity, price compression, competition from intoxicating hemp, and state-level opportunities. The two close with perspectives on rescheduling, 280E, the cultural role of cannabis, the future of psychedelics, and how Verano is positioning itself to stay ahead of capital markets.Please enjoy the episode!

When you're in the middle of a divorce, one of the most important decisions you'll ever make is hiring the right attorney. In this powerhouse episode of How Not to Suck at Divorce, hosts Andrea Rappaport (comedian) and Morgan Stogsdill (head of family law at the largest firm in the U.S.) sit down in Los Angeles with celebrity divorce attorneys and judges to uncover what really matters when it comes to navigating high-stakes cases.From avoiding the “shark attorney” trap to protecting your kids and learning how to negotiate like a pro, this episode is full of real talk and insider advice. Oh, and yes—we spill some behind-the-scenes tea from our LA adventure, hotel fiascos included.What You'll Learn in This Episode

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how Canadian businesses can embrace purpose-driven strategies in B2B marketing, blending integrity, sustainability, and authentic growth.Joining us is Nat Korol, Founding Partner of Hyphen Co., a values-led B2B marketing firm. With nearly two decades of experience in brand strategy and investor relations, Nat shares insights on building a purpose-led business, sustainable practices, and the role of mentorship in shaping the next generation of leaders.Key Highlights:1. Purpose-Led Business: Nat explains how B Corp certification shapes Hyphen's impact and growth.2. B2B Marketing Strategy: Proven approaches for professional service firms to connect with buyers.3. Sustainable Marketing: What ethical growth means beyond environmental responsibility.4. Leadership & Mentorship: How guiding future leaders aligns with Hyphen's long-term vision.Special Thanks to Our Partners:RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.htmlUPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWAGoogle: https://www.google.ca/A1 Global College: https://a1globalcollege.ca/ADP Canada: https://www.adp.ca/en.aspxFor more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

In this special edition of Cannabis Unlocked, KEY Investment Partners & Dykema hosted a Cannabis Round Table.Panelists included:Senator Bill Cunningham (D, IL-18, President Pro Tempore)Representative La Shawn K Ford (D, IL-8, and Candidate for Congress)Matthew Brewer, CEO & Co-Founder of GrasshopperBrandon Johnson, CEO & Co-Founder of TRP CoJohn Donovan, Government Policy Advisor & Counsel at DykemaJordan Youkilis, Founding Partner, KEY Investment PartnersThe discussion covered the history of IL cannabis legalization, the impact of intoxicating hemp products on regulated cannabis, the prospects of rescheduling and the outlook for hemp beverages. Panelists also discussed the successes & failures of IL's social equity program, constituent attitudes towards cannabis, and the outlook for banking reform. Please enjoy the episode!

After formative years at Deloitte, DCC, Nestlé, Uniq, and Northern Foods—where he oversaw multi-site operations and delivered dramatic turnarounds—Garry was appointed CEO of Mezzan Holding in 2011, becoming the first non-family member to lead the Kuwait-based conglomerate. Mezzan Holding is one of the Gulf region's leading diversified conglomerates, with deep roots in food, healthcare, and consumer sectors. Built on over 70 years of legacy, Mezzan is recognized for trusted brands, operational discipline, and its regional footprint across 7 countries. Over his 14 years tenure, Garry guided Mezzan through an ambitious growth phase: spearheading its IPO, refocusing on core segments like food and pharmaceuticals, executing acquisitions and disposals, and establishing independent governance in a traditionally family-led enterprise. Now serving as a strategic advisor and non-executive board member in various enterprises, Garry continues to shape strategic initiatives in the region, while also pursuing ventures like Planow.ai—a retail analytics startup tackling real-time inventory insights. This is the 61st episode in the Davy podcast series ‘Everyday Business with Aidan Donnelly' with special guest Garry Walsh, Chairman and Founding Partner at planow.ai.

For today's essential Heretics 101 feature, Kelli and Nolan talk to Katelin Holloway, Founding Partner of Seven Seven Six. Katelin argues HR professionals possess essential early-stage investing skills, and advocates their transition from support roles to decision-making positions through founder relationship-building strategies.*Email us your questions or topics for Kelli & Nolan: hrheretics@turpentine.coFor coaching and advising inquire at https://kellidragovich.com/HR Heretics is a podcast from Turpentine.Support HR Heretics Sponsors:Planful empowers teams just like yours to unlock the secrets of successful workforce planning. Use data-driven insights to develop accurate forecasts, close hiring gaps, and adjust talent acquisition plans collaboratively based on costs today and into the future. ✍️ Go to https://planful.com/heretics to see how you can transform your HR strategy.Metaview is the AI platform built for recruiting. Our suite of AI agents work across your hiring process to save time, boost decision quality, and elevate the candidate experience.Learn why team builders at 3,000+ cutting-edge companies like Brex, Deel, and Quora can't live without Metaview.It only takes minutes to get up and running. Check it out!KEEP UP WITH KATELIN, NOLAN + KELLI ON LINKEDINKatelin: https://www.linkedin.com/in/katelinholloway/Nolan: https://www.linkedin.com/in/nolan-church/Kelli: https://www.linkedin.com/in/kellidragovich/—LINKS: Seven Seven Six: http://sevensevensix.com—TIMESTAMPS:(00:00) Intro(01:27) How HR "Found" Katelin: The Accidental Career Path(02:02) Pixar University: Learning from World-Class People Operations(03:16) Meeting Alexis Ohanian: The Reddit Turnaround Story(04:12) When Employees Refused to Wear Company Swag(04:43) Why Hard Challenges Build Deeper Professional Bonds(05:42) From Boardroom to Back Room: The VC Industry Problem(07:24) Why Early-Stage Investing IS People Work(08:52) The "Talent Partner" Problem: Wasted Potential in VC(09:40) Sponsors: Planful | Metaview(12:03) The Marc Andreessen Challenge: Selection vs. Support(13:23) Platform Shifts Are Disrupting Venture Capital(14:07) Product and People First: 776's Different Approach(15:30) The Tactical Playbook: How to Break Into Venture(15:49) Build Founder Relationships, Not VC Relationships(16:22) The "How Can I Help?" Problem: Why Most VCs Fail Founders(17:39) From Advisor to Angel: Getting Equity Without Cash(18:28) The Golden Rule: Genuine Help Must Come First(20:06) Ed Catmull's 5-Year Rule: Knowing When to Leap(21:57) Why the Smartest People Never "Figure It Out"(22:26) Closing: Building the Future of Venture Capital This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit hrheretics.substack.com

Hey CX Nation,In this week's episode of The CXChronicles Podcast #266, we welcomed Adam Coffey, Founding Partner of The Chairman Group based in Dallas, TX.The Chairman Group™ is a consulting firm founded by Adam Coffey.  Adam spent 21 years building 3 national companies for 9 private equity firms.  During his career Adam completed 58 acquisitions and had $2.4 billion in successful exits.  As an author, Adam's books "The Private Equity Playbook" (2019) (2024), "The Exit Strategy Playbook" (2021) and Empire Builder (2023) all became #1 Amazon Best Sellers.His mission today is to help business owners, private equity firms and executives maximize outcomes. In this episode, Adam and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that Adam & his team think through on a daily basis to build world class customer experiences.**Episode #266 Highlight Reel:**1. The "Pilot's Philosophy": Know Your Destination 2. Fixing what matters most in any customer experience 3. Focusing on the "high-value" work as a Founder/CEO 4. Avoiding arrogance & mastering the art of delegation 5. Dreamers vs. Does -- stop dreaming & start doing Click here to learn more about Adam CoffeyClick here to learn more about The Chairman GroupHuge thanks to Adam for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & private equity space into the future. For Apple & Spotify podcast listener friends, make sure you are following CXC & leave a 5 star review so we can find new members of the "CX Nation". You know what would be even better?Go tell your friends or teammates about CXC's custom content, strategic partner solutions (Hubspot, Intercom, & Freshworks to name a few) & On-Demand services & invite them to join the CX Nation, a community of 15K+ customer focused business leaders!Want to see how your customer experience compares to the world's top-performing customer focused companies? Be one of our Pioneer users of the recently launched CXC Healthzone, an intelligence platform that shares benchmarks & insights for how companies across the world are tackling The Four CX Pillars: Team, Tools, Process & Feedback & how they are building an AI-powered foundation for the future. Thanks to all of you for being apart of the "CX Nation" and helping customer focused business leaders across the world make happiness a habit!Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

No single world region has experienced a greater relative increase in international migration since 2010 than Latin America and the Caribbean. Buffeted by displacement crises, economic dislocation, and changing migrant demographics, Latin America and the Caribbean have seen migration become one of the most pressing issues of our time. And while movement from the region toward the United States has dominated much of the public discourse, in fact, most migrants from the region remain within Latin America and the Caribbean. How are these countries responding to this new reality? In a newly published Stanford University Press book, On the Move: Migration Policies in Latin America and the Caribbean, Migration Policy Institute (MPI) President Andrew Selee and coauthors Valerie Lacarte, Ariel G. Ruiz Soto, and Diego Chaves-González offer the first comprehensive look at policy responses by governments in the region and shed light on the lesser-known dynamics of migration in, to, and through the region. Through compelling storytelling and rigorous analysis, the authors uncover how governments and societies in Latin America and the Caribbean are adapting—unevenly, yet innovatively—to an era of unprecedented human mobility. This webinar features discussion of the authors' key findings, surprising patterns, and the urgent policy questions facing Latin America and the Caribbean today. Speakers:  Andrew Selee, President, MPI Valerie Lacarte, Senior Policy Analyst, MPI Ariel G. Ruiz Soto, Senior Policy Analyst, MPI Diego Chaves-González, Senior Manager, Latin America and Caribbean Initiative, MPI Opening Comments by: Roberta S. Jacobson, Founding Partner, Dinámica Americas; former U.S. Assistant Secretary of State for Western Hemisphere Affairs; former U.S. Ambassador to Mexico 

Small Bites Radio has been named Top Hospitality Shows on the Planet from 2020–2025, #Bluejeanfood.com named Top Philadelphia Best Philadelphia Lifestyle Blogs and Websites from 2021-2025, Best Philly Food Blogs and Websites 2023-25, Top Philly Food RSS Feeds 2024-2025, nominated by Metro Philly Newspaper 2022-25 Best of Philadelphia Arts & Entertainment, and WINNER of Metro Philly Newspaper Best of Philadelphia Arts & Entertainment in 2023 and 2024.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit, serial entrepreneur and investor Divya Gugnani, founder and CEO of 5 Senses, unpacks her journey from Goldman Sachs to co-founding five companies and selling three, including Send the Trend to QVC. With a background in finance and private equity, Divya attributes her entrepreneurial staying power to strong cash management and a focus on fundamentals. She shares lessons from building early ventures, from auto parts to culinary media, and how creating hyper-personalized shopping experiences led to her fastest success, selling Send the Trend just 11 months after raising funding. Time at QVC gave her valuable insights into product storytelling, ultimately inspiring her to launch beauty brand Wander Beauty, which became her third successful exit. Divya's exit advice is clear: get your house in order early (books, legal, taxes), know what you want from a deal, and hire strong operators so you can focus on the sale process. She emphasizes selling on the upswing when growth and profitability are aligned, creating competition among buyers, and avoiding short-term revenue plays that dilute brand value. Today, Divya shares her entrepreneurial lessons and AI insights via TikTok, continuing to inspire founders globally. -- Divya Gugnani is a serial entrepreneur, investor, and author with over 20 years of experience building and backing businesses. She is the Founding Partner of Concept to Co., investing in 80+ companies, and the Founder & CEO of 5 SENS, a fine fragrance brand. Previously, she co-founded Wander Beauty, later acquired by Nameless CPG, and Send the Trend, acquired by QVC. Divya began her career in finance at Goldman Sachs, Investcorp, and FirstMark Capital before becoming an “accidental entrepreneur.” Featured widely in top media outlets, she is also the author of Sexy Women Eat, and regularly mentors founders and lectures at leading universities. She holds a B.S. from Cornell, an MBA from Harvard, and trained at the French Culinary Institute. Website - https://5sens.co/ TikTok - https://www.tiktok.com/@dgugnani -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Mark Weiskind, CFP®, President and Founding Partner at Fairway Wealth Management, shares what led him and his Co-Founder to launch the firm, what it means to serve as the client's personal CFO, and what he considers the most important role of an advisor.

Felix Frenzel is the Founding Partner of Kadan Capital, a Singapore-headquartered early-stage venture capital firm backing category-defining startups across Southeast Asia and beyond. At Kadan, he focuses on high-impact companies in fintech and artificial intelligence, targeting ventures with strong early traction and potential for rapid scale.Before co-founding Kadan Capital, Felix built his expertise across investment management and strategy consulting. He was an Investment Manager at Antler, a leading global early-stage VC platform, and a strategy consultant at Bain & Company, where he advised top-tier clients on transformative growth strategies. Earlier in his career, he gained experience in public equity investing, adding depth to his financial acumen.Felix's passion for investing runs deep. At just sixteen, he launched a small fund focused on European equities—a first step that reflects both his entrepreneurial drive and early fascination with capital markets.He holds an MBA from INSEAD, an MSc in International Finance from HEC Paris, and a BSc in Economics from the University of Bonn.LinkedIn: https://www.linkedin.com/in/felixfrenzel/

Passed by Congress with razor thin margins, the One Big Beautiful Bill Act (OBBBA) marks the largest Medicaid cut in U.S. history, slashing more than $900 billion over the next ten years, with the CBO estimating more than ten million people losing health insurance by 2034. The implications for providers, legal counsel, and other stakeholders are enormous. Harsh P. Parikh, Partner, Nixon Peabody LLP, Lloyd A. Bookman, Founding Partner, Hooper Lundy & Bookman PC, and Anne Winter, Senior Managing Director, FTI Consulting, discuss the transformative impact that the OBBBA will have on Medicaid. They cover work requirements, beneficiary eligibility and coverage requirements, funding and payment limitations, fraud and abuse provisions, the Rural Health Transformation Program, and what to expect next.Watch this episode: https://www.youtube.com/watch?v=JDYg4KZwL0MEssential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

Breakfast Program June 19, 2025 Program Speakers Chris Lexis, SIOR, Principal, Avison Young Jason Otter, Founding Partner, LOGIC Commercial Real Estate Tonya Gottesman, Vice President, CBRE Moderator: Terri Sheridan, Economic Development Director, City of North Las Vegas Sponsored by: NVEnergy

The One Big Beautiful Bill (OB3) represents the largest tax reform opportunity advisors have seen since the 2017 Tax Cuts and Jobs Act. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P and Prosperity Capital Advisors, as he interviews Glen Pier, Certified Financial Fiduciary®, BPC, founder of Infinity Wealth Management and C2P founding member, who has doubled his workshop attendance since OB3 passed. Discover how Glen is leveraging these tax changes to re-engage prospects, expand his client base, and position his practice for unprecedented growth, and how you can do the same. From practical marketing tactics to client communication strategies, this episode reveals how top advisors are capitalizing on OB3 to differentiate themselves and capture significant new assets under management. Resources:Training referenced: The Tax Management Journey®

Today we are replaying my conversation with Justin Ishbia. Justin is the Founding Partner of Shore Capital. Shore is a private equity firm that invests in microcap businesses within industry niches. With $7 billion in capital deployed but an average transaction size of just $12 million, Justin has worked to build a system to drive success for hundreds of businesses through replicable operating procedures and championing young professionals.  The firm has created a moat around volume with nearly 600 acquisitions over the last three years, some of the highest numbers in the world. We discuss identifying growth prospects, constructing a meaningful board, and the business mentality behind main street, not wall street, as Justin puts it. Please enjoy my conversation with Justin Ishbia. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes: (00:00:00) Welcome to Invest Like the Best (00:03:07) The Role of Early Career Energy in the System (00:07:47) The Importance of Being Thematic and Process-Driven (00:08:25) The Journey of Building a Business (00:09:50) The Perfect Shore Capital Deal (00:15:44) Building Competitive Advantage through Volume (00:19:02) The Role of Board Members in Investment Success (00:25:10) Choosing Industrial Subsectors Over Software (00:29:37) Identifying Industry Leaders (00:34:15) The Process of Identifying Potential Investments (00:37:35) The Impact of Business Consolidation on Reputation (00:46:33) Exploring the Concept of Unfair Advantages (00:51:03) Building Platforms, Not Buying Them (00:52:16) The Power of Operations and Knowledge Sharing (00:57:36) The Excitement of Sports Franchise Ownership (01:09:48) The Kindest Thing Anyone Has Ever Done For Justin

This week David and Marina of FAME Architecture & Design are joined by Scott Specht, founding partner of Specht Novak Architects. The three discussed Scott's background, the evolution of technology in architecture, conceptual vs real world architecture, history of Specht Novak Architects, optimal firm size, how different project experience translates, small office working on large scale projects, Case Study 2.0 & legalities of selling plans, finding good contractors, Scott's favorite building, and more. This episode is supported by Autodesk Forma & Autodesk Insight • Programa • Learn more about BQE CORE SUBSCRIBE  • Apple Podcasts  • YouTube  • Spotify CONNECT  • Website: www.secondstudiopod.com • Office  • Instagram • Facebook  • Call or text questions to 213-222-6950 SUPPORT Leave a review  EPISODE CATEGORIES  •  Interviews: Interviews with industry leaders.  •  Project Companion: Informative talks for clients.    •  Fellow Designer: Tips for designers.  •  After Hours: Casual conversations about everyday life. •  Design Reviews: Reviews of creative projects and buildings. The views, opinions, or beliefs expressed by Sponsee or Sponsee's guests on the Sponsored Podcast Episodes do not reflect the view, opinions, or beliefs of Sponsor.David Lee and Marina Bourderonnet

When it comes to business development in professional services, Matt Dixon has spent decades decoding what actually works—and what doesn't. As a bestselling author and Founding Partner at DCM Insights, he's reshaped how companies think about sales. Now, with his new book The Activator Advantage, Matt turns his focus to the world of law, consulting, and other relationship-driven fields, where selling is often taboo—but still essential. In this episode, Mary sits down with Matt to unpack what top-performing partners do differently—and why it has nothing to do with cocktail parties or golf outings. Based on a global study of 3,500 partners, his research reveals a powerful new playbook for growing client relationships that's grounded in thoughtfulness, generosity, and strategic action. In this episode: The Five Partner Personas: From the Expert to the Confidant to the Activator, why most partners fall into outdated models—and what separates top performers. Why “Sales” Is a Dirty Word: Matt shares his story of getting cut off mid-presentation by a managing partner—and what it taught him about the legal mindset. What Clients Really Want: A direct line from clients themselves—what they wish partners would do more often, and why “waiting for the phone to ring” doesn't cut it anymore. The Power of Proactive Help: Why offering value before the invoice makes Activators so successful—and how it builds lasting loyalty. It's Not About Personality: Whether you're introverted or hate networking, this isn't about becoming someone else—it's about small shifts that make a big difference. The Role of the Firm: How BD and marketing teams can become activator enablers—and why leadership buy-in is key to scaling the model. If you've ever felt allergic to the idea of selling—or struggled to connect with clients beyond the brief—this episode offers a fresh, practical, and inspiring blueprint for doing BD differently. Get exclusive legal insights on healthcare's latest – only with Goodwin at HLTH. Follow Mary on LinkedIn Rate and review on Apple Podcasts

Shimon Shkury, President and Founder of Ariel Property Advisors, Mike Tortorici, Founding Partner, Chris Brodhead, Senior Director, and Howard Raber, Director, unpack the findings of Ariel's Manhattan 2025 Mid- Year Commercial Real Estate Trends report. They discussed Manhattan's strong real estate performance in the first half of the year, with nearly $7 billion in dollar volume driven by the sale of exceptional Class A office, free market buildings, development sites and retail.Key Manhattan report highlights include:Investors are paying top dollar for Class A office assets because high quality tenants are seeking buildings with amenities in great locations.The recently approved Midtown South rezoning could revitalize Class B and C office stock in the area due to the potential for office-to-residential conversions.The development market saw a significant upswing with the $/BSF reaching $488 in the first half of the year, a 15% improvement over the 2024 and the highest level since 2021.Strong rental fundamentals and the below-peak basis are attracting investors to free market buildings, which saw the average $/SF at just under $800, up 4% year-over-year but 27% lower than peak values.

On this week's episode of Unlimited Capital, Richard McGirr interviews Gene Trowbridge. They unpack how fund-of-funds legally solve the age-old capital-raising problem while navigating broker-dealer rules, why co-GPs rarely fix compensation issues, and what sponsors should demand from FOF managers. Gene deciphers 506C vs 506B offerings, the importance of disclosure, side-letter transparency, and third-party accreditation. They also explore investor relations dynamics, skin-in-the-game structures, and customizable funds—all while watching for potential SEC finder-definition shifts. Gene TrowbridgeCurrent role: Founding Partner, Trowbridge Nieh LLPBased in: Lake Forest, CaliforniaSay hi to them at: https://tnllp.com/ | YouTube | LinkedIn This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gas price continues to be top of mind with drivers, but the price per gallon is only one factor for why they select a place to purchase fuel. Hosted by: Jeff Lenard About our Guest: Adam Rosenblatt, Founding Partner, Bold Decision Adam is one of the nation's leading political consultants sought after for his ability to help clients achieve victory through effective research-based strategies and messaging. He designs and executes cutting-edge quantitative, qualitative, and data analytics programs for campaigns as well as non-political clients like NACS.

Social housing plays a vital role for vulnerable households, but excessive concentration in certain locations risks repeating previous mistakes and undermining the creation of balanced, mixed-tenure neighbourhoods. We discuss this and more with Colm Lauder, Founding Partner at Lauder Teacher and Business Post contributor and Conor Sheehan, Labour Party Housing Spokesperson and TD for Limerick City.

Welcome back to another episode of the EUVC Podcast, where we gather Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward.Today we welcome David Vlerick, Founding Partner at Bluegrass Ventures, to discuss how LP capital can be mobilised with meaning, why a platform approach makes venture more accessible, and what it takes to shift mindsets in a conservative market like Belgium.Bluegrass Ventures backs top-decile, small-to-mid-sized VC funds globally, while giving investors flexibility and transparency through a platform model. In this conversation, David shares his journey from law and private equity into venture, the philosophy behind Bluegrass, and why he believes primary capital is one of the most powerful forces for shaping a brighter future.

Segment 1: Jack Ablin, Chief Investment Officer and Founding Partner, Cresset Capital, gives John an in-depth look at the U.S. housing crisis. Jack also talks about the market still performing very well after Nvidia earnings. Segment 2: Jason Hiner, Editor in Chief, ZDNET, joins John to talk about the latest iPhone falling behind other phones when it comes to AI […]

Nitin Pachisia is the Founding Partner of Unshackled Ventures, a venture capital firm that invests in immigrant founders while providing visa and employment support. Originally from India, he immigrated to the US in 2005 and built a career that spans Deloitte and experience as VP of Finance at ed-tech startup Kno, Inc., acquired by Intel. In 2014, Nitin co-founded Unshackled Ventures to help entrepreneurs overcome immigration barriers and accelerate growth. Under his leadership, the firm has invested in startups across AI, climate tech, and healthcare, closing multiple funds, including a $35 million Fund III. In this episode… Many ambitious entrepreneurs arrive in the United States with bold ideas but face significant obstacles when trying to start companies. Visa restrictions often force them into jobs unrelated to their skills, limiting their ability to innovate and create jobs. How can these driven individuals turn their vision into reality while navigating a system that seems stacked against them? Nitin Pachisia, an expert in early-stage investing and immigrant entrepreneurship, shares how determination, clarity of vision, and calculated risk-taking can overcome these challenges. Nitin explains the importance of identifying opportunities aligned with personal goals, building resilience through adversity, and seeking partners and investors who believe in your mission. He also emphasizes evaluating founders based on traits like obsession, curiosity, and self-awareness rather than just industry trends or current traction. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Nitin Pachisia, Founding Partner at Unshackled Ventures, about empowering immigrant founders to launch and grow companies. Nitin discusses overcoming visa-related barriers, the mindset needed to identify and invest in high-potential founders, and the value of unconventional career choices.

Episode 539 of the Sports Media Podcast with Richard Deitsch features Michael Nathanson, a Founding Partner & Senior Research Analyst at MoffetNathanson and Robert Fishman, a senior research analyst at Michael Nathanson. Their firm is a leading independent equity research publisher focusing on the most important companies across the Technology, Media and Telecom landscape. In this podcast, Fishman and Nathanson discuss ESPN acquiring NFL Network and other league-owned media assets in exchange for a 10% equity stake in ESPN; why they believe the deal strengthens ESPN's negotiating posture with distributors; whether the deal gives Disney a heads up on NFL rights in future negotiations; the NFL Network as an asset in carriage negotiations; YouTube's sports ambitions; the TKO Group and Paramount signing a seven-year, $7.7 billion rights agreement; how consumers should view Netflix when it comes to its sports acquisitions; FOX One and how it relates to sports; the Pay TV universe continuing to shrink, and more. You can subscribe to this podcast on Apple Podcasts, Spotify, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what's really underpinning today's market momentum.From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the next correction may be bigger than it looks.In this episode:– Why today's market strength is more fantasy than fact– The hidden risks built into passive strategies– The destabilizing role of concentrated index flows– How Fed stimulus has delayed, not eliminated, downside risk– Why mid- and small-cap names matter when the narrative shiftsLead‑Lag Live brings you inside conversations with the financial thinkers who shape markets.Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #SethCogswell #PassiveInvesting #MarketFragility #RunningOakEnergy Rocks: the trending Focus Candy now on sale! or Power up now with Energy Rocks Adult Focus Candy. energyrocks.store/LEAD25OFF. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Mildred V. Palmer, Founding Partner at Navigant Law Group, joins Jon Hansen on Let's Get Legal to discuss estate planning. Woman-owned and operated, the team handles everything from business law to wills, trusts, and estate administration. Millie talks about the importance of children granting their parents Power of Attorney. Plus, she also talks about estate taxes […]

What makes a community rise instead of decline? On this episode of the Paragould Podcast, we sit down with Bob Barber, Founding Partner of Orion Planning + Design, whose team guided Paragould city leadership in developing Discover Paragould 2042. Bob has worked with hundreds of cities, and he shares what he's learned about vision, planning, and the importance of seeing a community as a “rich ecology” where no space is a throwaway. We talk about the five key themes shaping Paragould's future — from greenways and public venues to building with character — and the processes that help cities move forward. Along the way, Bob reflects on how his own late-in-life journey as a runner has given him a new perspective on the places he serves, including how trails like our own 8 Mile Creek Greenway signal that Paragould is serious about thoughtful, long-term development. If you care about where Paragould is headed — and how communities grow into their best selves — this conversation is for you. Below is an article that Bob recently published on how running through cities changed the way he plans.  https://www.planning.org/planning/2025/jul/planning-on-the-run-how-running-transformed-my-perspective-on-cities-and-towns/

On this episode of Stories Worth Hearing, host John Quick sits down with Armen S. Martin, the Founding Partner and CEO of Foundation Law Group. Armen has been at the center of hundreds of business deals, helping startups raise over a billion dollars in venture funding and guiding major mergers and acquisitions.But his story doesn't stop in the boardroom—Armen also brought his legal expertise to Hollywood as a technical advisor on HBO's Silicon Valley, shaping how the world sees the startup culture on screen.In this conversation, we cover where he grew up, what inspired him to practice law, why he launched Foundation Law Group, and what makes his firm's approach different.Learn more at foundationlaw.com or connect with Armen directly at armen@foundationlaw.com.

What happens when you combine addictive gameplay with blockchain technology? According to Rick Johanson and Dan Peng, Founding Partners at Arbitrum Gaming Ventures, the answer isn't simply "add a token and hope for the best." Their refreshing approach prioritizes the core gameplay experience first, with blockchain features thoughtfully layered in only when they truly enhance the player experience.The gaming landscape is undergoing a profound transformation at the intersection of Web3 and artificial intelligence. As Dan Peng explains, "The core loop is ultimately what matters about a game, and then features built on top that offer benefits attached to crypto could make sense." This player-centric philosophy marks an evolution from earlier crypto gaming efforts that often prioritized tokenomics over fun.Where blockchain truly shines is in enabling verifiable user-created content, cross-game asset ownership, and new collaborative models between publishers and players. Meanwhile, AI tools are dramatically accelerating development cycles—what once took months or years can now be prototyped in days or even hours. Alex shares his experience vibe-coding an entire game prototype and viral marketing system in mere days using tools like Codex, demonstrating how these technologies are democratizing game development.This technological democratization creates what Rick Johanson calls "a window of opportunity where anyone, regardless of their technical proficiency, can turn ideas into action." Yet with this new power comes a surprising shift in competitive dynamics: "It's all go-to-market," Alex Kehaya notes, "Distribution is really the only thing that matters." As creation barriers fall, reaching and engaging users becomes the primary challenge.Arbitrum Gaming is addressing these evolving needs through their "Project Easy Mode" initiative, providing tailored support to different developer personas. Whether you're an established Web2 developer exploring blockchain or an indie creator pushing boundaries, their unconventional venture model offers flexibility and resources beyond mere funding.Curious about the future of gaming, AI, and blockchain? This conversation offers valuable insights for developers, investors, and players navigating this rapidly evolving landscape. The winners of tomorrow will be those who can harness these powerful tools while staying laser-focused on creating genuinely compelling player experiences.Arbitrum Gaming: https://arbitrum.io/X; https://x.com/arbitrumShow LinksThe Index X ChannelYouTube

We've spent decades talking about the shift to renewables – building more wind, more solar, more clean energy capacity. And that's important. But it's also only half the story.Because once that energy is generated, what happens next is where things start to get complicated – how it's stored, how it's moved, and how much of it actually gets used. Right now, the answer to that last question is… not much. In fact, the majority of global energy still gets lost before it ever reaches an end user.This week, we're revisiting two past conversations – both of them centered on the part of the energy transition most people don't see.One looks at the massive, under-addressed problem of energy waste – and the business models turning that waste into investment-grade infrastructure. The other zooms in on large-scale battery storage and what it takes to keep a renewable-heavy grid stable.These are two very different approaches to the same problem: not just how we generate clean energy, but how we manage it after it's made. Because if we don't solve that part, the rest doesn't work.Here are the featured guests:Jonathan Maxwell, Founding Partner and CEO of Sustainable Development Capital (SDCL)Jonathan Maxwell founded SDCL with a simple observation: the world isn't just short on clean energy – it's wasting most of the energy it already has. While the market poured trillions into new renewables, Jonathan zeroed in on the overlooked half of the story: how energy is used, moved, and lost before it ever reaches the point of need.He started SDCL in 2007 as an advisory shop, designing environmental infrastructure funds for clients like HSBC and the World Bank. But by 2012, the firm became an investor, building and financing projects that cut waste, generate energy on-site, and make buildings, industry, and transport far more efficient.Today, SDCL manages $2.5 billion in assets across over 50,000 properties in 10 countries. Their portfolio spans projects from industrial heat recovery to citywide biogas and low-carbon power for data centers. The common thread is delivering cheaper, cleaner, more reliable energy, without requiring customers to put up the capital themselves.Full episodeBen Guest, the Managing Director of Gresham House New Energy Division, Gresham House Energy Storage FundBen Guest leads Gresham House's New Energy Division, home to the UK's largest battery storage portfolio. His team controls close to a quarter of the market – a position built on one core idea: if renewables are going to power the future, they need somewhere to live when the sun's not shining and the wind's not blowing.Battery storage is that missing piece. Because wind and solar don't produce power all the time. But the grid still has to stay balanced every second of every day. That's what these battery projects do – they take in power when there's too much, release it when there's not enough, and do it over and over, many times a day.Ben's team is hands-on from start to finish. They find sites near key substations, secure planning and grid connections, oversee construction, run operations, and work with optimizers to trade power for the best returns.At the time of this conversation, they were managing more than £1.4 billion, with returns well above their 10% target for two years in a row.Full episode—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK

Xavier Gury, Founding Partner at Wind Xavier Gury, founding partner at Wind venture capital firm, brings a unique triple perspective to M&A: serial entrepreneur, acquisition target, and now investor. In this episode, Xavier unpacks the critical lessons from his three successful exits, including one transformative deal with Publicis, where he structured a performance-based earnout that prioritized terms over upfront valuation. The conversation reveals why 90% of the deal value came through earnout performance, how to align teams during integration, and the strategic mistakes buyers make when acquiring founder-led companies. M&A professionals will learn practical frameworks for structuring deals that actually work post-close. Things You'll Learn Why deal terms matter more than valuation – and how Xavier structured an earnout where only 10% was paid upfront The "yin yang" principle for balanced M&A deals that create value for both buyer and seller How to incentivize key employees during earnout periods to ensure alignment and execution success _____________ Today's episode of the M&A Science Podcast is brought to you by Grata! Grata is the leading private market dealmaking platform. With its best-in-class AI workflows and investment-grade data, Grata helps investors, advisors, and strategic acquirers effortlessly discover, research, and connect with potential targets — all in one sleek, user-friendly interface. Visit grata.com to learn more. ___________________ M&A Doesn't Have to Be So Painful

#274 Growth | In this episode, Dave is joined by Sean Lane, Founding Partner at BeaconGTM and RevOps expert, to talk about scaling RevOps in B2B. With over a decade of experience at Drift and other B2B SaaS companies, Sean shares actionable tips for marketers looking to align operations with business goals.Dave and Sean cover:How to build alignment between sales, marketing, and opsWhy early-stage companies must align operational complexity with their growth maturityHow continuous planning helps marketing and ops teams stay agile as business challenges come upTimestamps(00:00) - - Intro to Sean (07:11) - - Going From Founder Led Sales to Having A Professional GTM (09:52) - - How Ops Bridges Business Goals (13:42) - - How To Align Sales, Marketing, and Operations (17:51) - - Why You Need A Clear Marketing Strategy (20:17) - - How To Build A Partnership Between Marketing and Operations (26:41) - - Guidelines for long term vs short term budgeting and planning (32:19) - - Marketing's Role At The Bottom Of The Funnel (37:14) - - How To Get “Hand-raisers” For Your Product In The Customer Journey (41:06) - - Do Engaged Accounts Measure The Success Of Marketing? (42:56) - - Sean's Podcast ROI (45:12) - - AI Use Cases In Ops (50:14) - - How To Hire A Good Ops Person (53:42) - - Closing Remarks Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by Walnut.Why are we pouring all this effort into marketing just to push buyers to a “request a demo” or “contact sales” button?Come on, today's buyers don't want to talk to sales right away. They want to explore your product themselves, see how it works, and understand its value before booking a meeting.That's where Walnut comes in.Walnut empowers marketers and GTM teams to create interactive, self-guided product experiences in minutes. Embed these experiences on your site, in emails, or anywhere in your funnel to let buyers engage on their terms, from awareness to close and beyond. That's the beauty of Walnut - you're getting a platform that your sales and CS colleagues can use to showcase the product too.And the best part? You get real intent data—see which features prospects love, where they drop off, and what's actually driving pipeline. Demo Qualified Leads are the new MQL.Over 500 companies, like Adobe and NetApp, use Walnut to drive 2-3x higher website conversion rates and 7 figures in pipeline on a yearly basis. So do you want to drive more leads, shorten sales cycles, and actually show your product instead of hiding it behind another typical B2B CTA? Go check out Walnut.io. And if you tell them Dave from Exit 5 sent you, they'll build out your first demo for free!

In this inspiring episode, we are joined by Dr Mélanie Huser - former emergency care doctor, Founding Partner of VORA, Conflict Mediator & Executive Coach - to explore how emotional literacy can transform leadership in times of change and crisis. Learn more about Vora and get in touch with Dr Mélanie Huser:www.vora.chDISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos is not permitted.

In this Technology Reseller News and Cloud Communications Alliance preview of the upcoming CCA Financial Summit (October 7, 2025, Willard Hotel, Washington, D.C.), Doug Green speaks with Michael Quinn, Founding Partner at Q Advisors, and Jonathan Marashlian, Managing Partner at The CommLaw Group. The session they will lead—aptly titled Hotel California and the Regulatory Impact on Cloud Transactions—explores how certain state-level telecom regulations, especially in California, are causing costly delays and uncertainty in cloud and VoIP M&A activity. Quinn explains the analogy: “You can check in, but you can never leave. That's how it feels when a deal gets stuck in California's opaque approval process.” He notes that even transactions with minimal in-state revenue can be held for months, slowing an industry that's rapidly evolving with AI and new technologies. Marashlian details the legal backdrop, pointing to the erosion of the Vonage preemption and the California Public Utilities Commission's expanded reach into VoIP. “For 20 years, states generally took a hands-off approach to VoIP market entry and transactions. Now, with California leading the way, we're seeing a spider web of regulatory requirements emerging,” he warns. The result: unpredictable timelines, heightened legal exposure, and the risk that other states will follow suit. Both agree that while consumer protection is vital in traditional telecom, these rules are misapplied to business-focused VoIP and UCaaS providers, where customers are sophisticated and competition is abundant. They urge federal action—specifically FCC reaffirmation of Vonage preemption—to restore clarity, prevent regulatory overreach, and allow businesses to plan transactions with certainty. More information on the speakers and their work is available at commlawgroup.com and qllc.com. Learn more about the CCA Financial Summit and register at https://www.cloudcommunications.com/events/financial-summit-2025.

In this episode, Steve Fretzin and Matt Dixon discuss:Client relationship dynamics in professional servicesShifts in legal business development and rainmaking strategiesThe role of value creation in winning and retaining clientsEvolving mindsets and habits of successful professionals Key Takeaways:Top rainmakers (“activators”) don't wait for paid work to provide value — they proactively deliver business, trust, and personal value before being hired.Client loyalty is rapidly eroding; only about 50% of clients today automatically return to incumbent providers, compared to over 75% five years ago.The most predictive variable of long-term client loyalty is whether clients think of you even when not actively engaged — a sign of strong personal value.Lawyers should send LinkedIn invites to all prospects and recent contacts to trigger platform algorithms that surface client activity for timely, value-added outreach. "The best partners lead to their capabilities, not with their capabilities." —  Matt Dixon Unlock the secrets of rainmaking success—join Steve Fretzin and four powerhouse legal experts for Be That Lawyer LIVE on August 27; reserve your spot now at fretzin.com/events. Ready to go from good to GOAT in your legal marketing game? Don't miss PIMCON—where the brightest minds in professional services gather to share what really works. Lock in your spot now: https://www.pimcon.org/ Thank you to our Sponsor!Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ Episode References: Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299The Power of Habit by Charles Duhigg: https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160XWhat Today's Rainmakers Do Differently (published in Harvard Business Review): https://hbr.org/2023/11/what-todays-rainmakers-do-differently About Matt Dixon: Matt Dixon is a Founding Partner of DCM Insights—a boutique consulting and training firm that uses research-backed methods to help organizations better attract, retain, and grow their client relationships. A noted business researcher and writer, Matt is a sought-after advisor to leadership teams around the world.He is best known as the co-author of several of the most important business books of the past twenty years, including The Challenger Sale, which has sold more than a million copies worldwide and was a #1 Amazon and Wall Street Journal bestseller, and his other notable books include The JOLT Effect, The Challenger Customer and The Effortless Experience. His latest book, The Activator Advantage: What Today's Rainmakers Do Differently, was released by Harvard Business Review Press in May of this year.In addition to his books, Matt is a frequent contributor to Harvard Business Review on topics ranging from business development effectiveness to client experience. He holds a Ph.D. from the University of Pittsburgh and currently resides in the Washington, DC area with his family. Connect with Matt Dixon:  Website: https://www.dcminsights.com/Book: The Activator Advantage: https://www.amazon.com/Activator-Advantage-Todays-Rainmakers-Differently/dp/B0D8V4SFGPOther books: https://www.amazon.com/stores/author/B0058M2ORWLinkedIn: https://www.linkedin.com/in/matthewxdixon/ & https://www.linkedin.com/company/dcm-insights/Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

I reached out to today's guest with an email saying “"I wonder about us talking about integrating our divine wisdom or holiness, trusting ourselves, our intuition, universal magic and our "witchiness" as women with the professional, legit, capable, take me seriously external more masculine demands we face."  It was a mouthful,  but I knew Ali Schultz, masterful leadership coach and cofounder of Reboot.io could handle it. She said yes and brought a powerful perspective on what qualities actually make for incredible leaders. A veteran in the start up space, Ali has seen the corporate landscape change from her seat in the front row. Her work now supports Founders and CEO's to bring more humanity to our workplaces. This episode is a thoughtful consideration of a new paradigm for women's leadership. Join us as we explore: How to be a change maker in a traditionally masculine arena of corporate America.What it means to step in an illuminate change at the highest levels of  CEO'sWhy connecting to the pulse of the magic of your aliveness matters.How to hold onto the holy and sacred parts of yourself to be a better leader.Why changing your relationship with yourself will change everything else in your life.Grounding practices to help us to trust ourselves more fully.and so much more… Enjoy Ali's generous free resource: https://www.reboot.io/resources/self-guided-courses/  Connect with Robyn Ivy here: Website:: https://www.robynivy.com/Facebook::https://www.facebook.com/robynivyLinked In:: https://www.linkedin.com/in/robyn-ivy/Instagram:: https://www.instagram.com/robynivy Quick note, I just want to say thank you for listening to this episode. I know it means a lot to myself and my guests.  If you enjoyed this episode, you will also like: Episode #38: Chris Kresser: Adapt, Thrive and Flourish Episode #43: Mimi Sammis: The Art of Peace Episode #65: Agapi Stassinopoulos:Waking up to the Joy of You What can you do to support this channel? Subscribe, every new listener counts to us!Engage, we are a community who supports each otherLeave a review, let us know what you thinkShare, know others who may get some value - then share out channel   MORE ABOUT ALI SCHULTZ: Ali is a Founding Partner and Coach at Reboot.io, and is also a certified EQUUS Experience Facilitator for Equine Facilitated Coaching. She draws on her more than a dozen years in business as an operator managing projects, teams and human resources, and developing brands. Her superpower is getting her clients (and her colleagues) to tap into their innermost being, their source of creativity and innovation, in order to bear the rigors of work/life existential challenges. Read more about Ali here https://www.reboot.io/team/ali-schultz/ 

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

On this episode of Unlimited Capital, Chris Lopez and Richard McGirr interview Jarrod Joplin, a founding partner at Common Capital Investing, who joins for a hands-on capital raising and marketing clinic. Jarrod breaks down their current deal, Vista del Sol—a 54-unit cash-flowing apartment complex in Fort Worth, Texas—and shares how he and his partners transitioned from single-family investing to multifamily. The conversation dives into tactical advice for boosting investor engagement, improving messaging around immediate cash flow, and building scalable sales systems. Jarrod opens up about the learning curve in treating capital raising like a real business function and the need to embrace founder-led sales. Jarrod Joplin Current role: Founding Partner at Common Capital Investing Based in: Texas Say hi to them at: Website: commoncapitalinvesting.com Email: jarrod@commoncapitalinvesting.com Instagram: @jarjop Visit investwithsunrise.com to learn more about investment opportunities. Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city's fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno's list of “Coolest Companies.”Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige's signature concept: the Influence ID.She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.She has led marketing campaigns and strategies for some of the world's most recognized authorities. She has been named a finalist for the Austin Business Journal's Women in Business and Austin Under 40.Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott's Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA's Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.To learn more about her book and resources, visit www.paigevelasquezbudde.comhttps://zilkermedia.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media

Charles Internicola is Founding Partner and CEO at Internicola Law Firm based in New Jersey. Charles began his law career about 20 years ago always with the aim of specializing in franchise law. Charles is the host of the podcast, Win Big at Franchising Podcast, and he has his YouTube channel as well, Entrepreneurs Kick Ass.  Want to work with Charles and Internicola Law Firm? Click here! Charles was recently featured on the show for episode 1171. This workshop covers the Five Core Building Blocks Every Franchisor Needs with expert Charles Internicola. Workshops can be found every Thursday in the Restaurant Unstoppable podcast feed or on YouTube. Most have a visual component, so consider watching the video version here. Join the RUNetwork to take part in workshops and ask the experts YOUR questions! Join the Restaurant Unstoppable Network TODAY! Restaurant Unstoppable - EVOLVE! - Eric of Restaurant Unstoppable is now taking consultation and coaching calls! Book a consultation today! Schedule your call to become UNSTOPPABLE! Check out the website for more details: https://www.restaurantunstoppable.com/evolve Today's sponsors: Franchise Law Solutions - Thinking about franchising your restaurant? Success doesn't have to mean 100 units overnight. With the right plan, you can build a profitable, local or regional franchise brand. The team at Internicola Law Firm — franchise lawyers and franchise development experts — will show you how.  Visit www.franchiselawsolutions.com. US Foods: US Foods is hosting the event of the year, Food Fanatics 2025. August 19-20, 2025, at the Mandalay Bay, Las Vegas, NV. Network with over 5,000 Industry peers. Attend Zouk nightclub reception, expert breakout sessions, Keynote speeches, musical performances, and dramatic demonstrations, and sample the latest on-trend dishes. The Clock Is Ticking! Be Ready to Register on April 16 for Food Fanatics® 2025. To learn more, visit www.usfoods.com/foodfanatics2025 Marqii - Marqii helps restaurants manage online listings, menus, and reviews from one platform. It saves time, improves SEO, ensures menu accuracy across channels, and boosts customer trust. With automated updates and reputation management, Marqii streamlines digital presence and enhances discoverability. All listeners get 15% off the sticker price of any Marqii package - that's more than a month free! Only when you use our links: http://www.restaurantunstoppable.com/Marqii  Restaurant Systems Pro - Join the 60-day Restaurant Systems Pro FREE TRAINING. This is something that has never been done before. This 60-day event is at no cost to you, but it is not for everyone. Fred Langley, CEO of Restaurant Systems Pro, will lead a group of restaurateurs through the Restaurant Systems Pro software and set up the systems for your restaurant. During the 60 days, Fred will walk you through the Restaurant Systems Pro Process and help you crush the following goals: Recipe Costing Cards; Guidance in your books for accounting; Cash controls; Sales Forecasting(With Accuracy); Checklists; Budgeting for the entire year; Scheduling for profit; More butts in seats and more… Click Here to learn more.  Let's make 2025 the year your restaurant thrives. Guest contact info:  Win Big at Franchising on Apple Podcasts Win Big at Franchising on Spotify Website YouTube channel Thanks for listening! Rate the podcast, subscribe, and share!  We are on Youtube: @RestaurantUnstoppable