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John is joined by one of the most famous litigators in the world, David Boies, Chairman and Founding Partner of Boies Schiller Flexner. They discuss David's career, unique aspects of trial work, and the challenges of transitioning leadership in law firms. David describes his early years at Cravath, Swaine & Moore, LLP, where he became a partner in 1972, and his founding of Boies Schiller in 1997. He candidly discusses the aging process, especially the balance that exists between somewhat diminishing memory and the ever-improving judgment that comes with experience. Despite plans to step down as Chairman of his firm at the end of the year, David remains engaged in high-stakes litigation, particularly cases which may improve society, such as marriage equality and sex trafficking litigation. John and David also discuss trial advocacy. David believes that trials are both morality plays and peculiar searches for truth, shaped by a unique decision-making process that excludes jurors with specialized knowledge and forbids them from seeking knowledge in the ways they are accustomed to. They also discuss the unique pressures on courtroom lawyers, including the need to say everything right in real time, having a professional constantly trying to make you look bad, a jury that studies everything you say or do, and clients watching whose fortune or liberty depends on your performance. John and David also discuss the business of law, critiquing the hourly billing model and reflecting on the challenges of aligning client and firm interests in alternative fee arrangements. They agree that legal practice, while demanding, remains intellectually and personally rewarding. David also offers his thoughts on his late friend and sometimes adversary Ted Olson, whose integrity, warmth, and professionalism left a lasting impact. Finally, John and David discuss the possibility of a follow-up to David's book Courting Justice, which chronicled significant cases from his career in light of the major cases he has had in the years since the book was published.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi
This week on The Data Minute, Peter sits down with Arian Ghashghai, Founding Partner at Earthling VC, to discuss his thesis of investing in "weird stuff early."Arian explains why he bets on robotic oyster farms, virtual reality, and ocean exploration when other investors are chasing the latest consensus trends. He breaks down his "pirate ship" approach to venture capital and why being the first check is often more valuable to a founder than being the "most helpful."They also discuss the current state of the VC market and why Arian believes many funds have shifted from true long-term investing to short-term trading. Plus, Arian shares his unfiltered advice on raising from LPs, why he ignores "signaling risk" from big funds, and why Zurich might have a higher talent density than San Francisco.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:00:00 – Intro: Investing in weird stuff02:07 – Intro to Earthling VC02:47 – The "weird stuff early" thesis03:57 – Who are the LPs backing weird tech?05:47 – Why VR is a polarizing investment08:55 – The value of transparency with LPs10:49 – Case study: Robotic oyster farms14:36 – Do LPs push back on style drift?16:06 – Why keep the fund size small?18:50 – Portfolio construction: Diversified vs. Concentrated19:56 – Fundraising advice: Find alignment, don't convince25:46 – Can a solo GP really support 50 companies?28:42 – The three types of investors: Biggest, First, Helpful30:50 – Speed as a competitive advantage33:03 – Why Safe caps are just demand-driven prices34:11 – The cynicism of modern venture capital38:02 – Are VCs investing or just trading?41:31 – Do we need more VCs?46:41 – Avoiding consensus deal flow48:17 – Why Zurich is an underrated tech hub50:50 – Why founders love explicit investorsThis 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. © 2026 eShares, Inc., dba Carta, Inc. All rights reserved.
What if your financial advisor cared less about beating benchmarks and more about the family tree, mission, and life you're actually building? In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Tyson Ray, CFP®, CExP®, CIMA®, CEO and Founding Partner of FORM Wealth Advisors, who shares how an eviction notice on his family's fridge shaped a mission-driven approach to money. As the author of The Total Relationship and the forthcoming Total Succession, Tyson explains why real advisory work starts with family, occupation, recreation, and mission—not pie charts, past performance, or product pitches. He shares insights into scaling past a billion in assets, fixing painful missteps with clients and the team, and preparing both families and advisors for the next great wave of wealth transfer. Key Takeaways: → How FORM Wealth Advisors structures reviews and planning to reflect the actual shape of a client's life. → Why advisors stop selling last week's winning lottery numbers and start owning real-life responsibility for clients. → How FORM Wealth Advisors serves every branch of the family tree and why that has been vital to the firm's growth. → Why cutting “smaller” clients can erode trust in a close-knit community. → How inheritances split one large relationship into many smaller ones. Tyson Ray, CFP®, CExP®, CIMA®, CEO, and Founding Partner of FORM Wealth Advisors, has developed extensive expertise in investment management, financial planning, and business exit strategies, earning recognition from Forbes, Barron's, and AdvisorHub as a top advisor. Tyson also actively contributes to his community through philanthropic initiatives, including Children's World Impact. His journey began at Badger High School, where, as a sophomore, he invested $100 in mutual funds, sparking a lifelong passion for financial strategy. After graduating from the University of West Florida, he returned to Southern Wisconsin to launch his career in financial services. Tyson enjoys spending time with his wife and three children, as well as hunting, fishing, playing golf, and exploring the outdoors. Connect With Tyson: Website: https://totalsuccession.com/ LinkedIn: https://www.linkedin.com/in/tysonray/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Today on the Invest In Her Podcast, host Catherine Gray interviews Judyanna Yu, Founding Partner of One Six 8 Ventures. Judyanna is a seasoned finance executive and venture capitalist with nearly two decades of experience as a CFO across VC-backed public and private medtech and biotech companies. Based in Calgary, she leads One Six 8 Ventures, a venture capital fund focused on high-growth medtech opportunities in active M&A markets, with a particular emphasis on under-ventured regions. Drawing from a global career that spans eight cities across North America and Asia, Judyanna brings deep expertise in capital formation, financial governance, and scaling breakthrough technologies with real-world, life-saving impact. In this episode, Catherine and Judyanna explore what it takes to evaluate and scale transformative medical technologies, the importance of disciplined financial leadership in venture-backed companies, and how global networks can accelerate innovation beyond traditional venture hubs. Judyanna shares insights from her transition from CFO to fund founder, discusses the role of physician and operator-led diligence in medtech investing, and offers perspective on how founders can position themselves for sustainable growth and successful exits. The conversation also highlights the critical need to support innovation in overlooked markets and how intentional capital deployment can bring world-changing healthcare solutions to a global stage.
On this episode of Built World Hot Shots, we sit down with Camilo Niño, Founder & CEO of Linkvest Capital, to discuss his transition from active developer to one of South Florida's most strategic private lenders. Camilo reveals how his "Developer DNA" allows him to underwrite deals with a speed and flexibility that traditional banks can't match, creating a massive edge in the bridge loan market. We dive into the current Miami lending landscape, navigating volatile interest rates, and why certainty of execution has become the single most valuable currency in today's real estate economy. Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at info@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram - we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.
Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions. When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.Watch the show on television by downloading the e360tv channel app to your Roku, LG or AmazonFireTV. You can also see it on YouTube.Devin: What is your superpower?James: Facilitating dialogue.America's future depends on our ability to come together in meaningful dialogue, especially during times of division and crisis. My guest on today's episode, James Copple, the President of Servant Forge and founder of The Freedom Fast, is a leader committed to fostering unity through actionable change. James's work in police reform and civic engagement offers a blueprint for addressing systemic issues and healing divides within our communities.James shared a compelling example of how his work has impacted the nation. Six months before the murder of George Floyd, James and his team produced a report in Minnesota on police use of deadly force. “It was about policing procedure and protocol,” James explained, sharing how their research highlighted the urgent need for de-escalation training. Following Floyd's death, James and his team were invited back to help implement their recommendations, working with policymakers to improve training and minimize future tragedies.One of James's newest initiatives, The Freedom Fast, aims to address the country's growing polarization. Inspired by historical calls for national fasting during the Continental Congress, the Freedom Fast encourages Americans to pause, reflect, and engage in acts of service. “We're calling for a sacred pause for civic renewal,” James said. “It's about recapturing the values that brought us together as a country and influenced our civic discourse.”James's vision is rooted in the belief that dialogue is key to progress. “Getting people in the same room, even when they don't agree, is essential,” he shared. This approach—proximity and listening—has been central to his work, from police reform projects in Minneapolis and Kenya to initiatives aimed at reducing gender-based violence in East Africa.If you're inspired by James's vision and want to be part of the solution, visit TheFreedomFast.us to learn more. By taking part in this initiative, we can collectively work toward a more unified, compassionate, and equitable future.tl;dr:James Copple reveals key insights from his work on police reform and de-escalation training.The Freedom Fast calls for Americans to pause, reflect, and engage in acts of civic renewal.James emphasizes the importance of bringing people together to solve problems through dialogue.Stories from Kenya and Minneapolis illustrate how dialogue can drive meaningful change.James shares tips for fostering civility and connection, including listening and creating proximity.How to Develop Facilitating Dialogue As a SuperpowerJames's superpower lies in bringing people together to solve difficult problems through dialogue and understanding. As he explained, “Getting people in the same room and getting them to agree to have the conversation” is vital. He emphasized the importance of listening, saying, “Listening is a form of fasting… to surrender my own principles and values for a few moments to listen to another person's perspective.” This ability to foster connection and encourage open discussions has been central to James's work in both the U.S. and globally.James shared a powerful example from his work in Kenya, where 70% of women believed men had a right to hit them. He brought together male leaders from universities and businesses with women's advocacy groups to discuss gender-based violence. This dialogue led to concrete solutions like including women in decision-making processes and leadership roles. James's ability to create proximity and facilitate understanding directly contributed to meaningful change in a community struggling with entrenched cultural norms.Tips for Developing the Superpower:Engage and Be Present: Show up for conversations, even when topics are difficult or divisive.Listen Actively: Dedicate time to truly hear others' perspectives without judgment or interruption.Foster Proximity: Create opportunities for people with differing views to engage in the same room.Sacrifice for the Greater Good: Be willing to let go of time, comfort, or preconceived notions to achieve progress.By following James's example and advice, you can make facilitating dialogue a skill. With practice and effort, you could make it a superpower that enables you to do more good in the world.Remember, however, that research into success suggests that building on your own superpowers is more important than creating new ones or overcoming weaknesses. You do you!Guest ProfileJames E Copple (he/him):President, Servant Forge/The Freedom FastAbout Servant Forge/The Freedom Fast: Servant Forge works with organizations to build their capacity to secure funding to help fulfill their mission. The Freedom Fast is a new initiative focusing on the 250th Anniversary of the signing of the Declaration of Independence.Website: sai-dc.com and servantforge.orgCompany Twitter Handle: @jamescoppleBiographical Information: James E. Copple has a long and distinguished career in youth work, education, substance abuse, crime and violence prevention, trafficking prevention, and police/criminal justice reform. A nationally recognized facilitator, speaker and writer in this field, Mr. Copple facilitated the President's Task Force on 21st Century Policing for the Department of Justice in 2015, achieving consensus on all recommendations and action steps. He helped to write the final report to the White House, authored the Implementation Guide and the One Year Report on progress toward implementation of the recommendations.Mr. Copple served as the Founding President of Community Anti-Drug Coalitions of America (CADCA), Vice President and Chief Operating Officer of the National Crime Prevention Council in Washington, D.C., President of the International Institute for Alcohol Awareness, Senior Policy Analyst for the Pacific Institute for Research and Evaluation and most recently, the Founding Partner of Strategic Applications International, LLC.He has delivered major addresses in every state of the union and spoken in thirty different nations, including a major facilitation between the nation of Israel and the Palestinian Authority on youth substance abuse and violence prevention at the request of the State Dept.Mr. Copple recently receive the Towel and Basin award from Nazarene Theological Seminary for his years of humanitarian work in global service and mission.He has published five book and over 70 monographs on the relationship of faith to service and community mobilization to prevent crime and violence. LinkedIn Profile: linkedin.com/in/james-copple-42a7001Support Our SponsorsOur generous sponsors make our work possible, serving impact investors, social entrepreneurs, community builders and diverse founders. Today's advertisers include Crowdfunding Made Simple. Learn more about advertising with us here.Max-Impact Members(We're grateful for every one of these community champions who make this work possible.)Brian Christie, Brainsy | Cameron Neil, Lend For Good | Carol Fineagan, Independent Consultant | Hiten Sonpal, RISE Robotics | John Berlet, CORE Tax Deeds, LLC. | Justin Starbird, The Aebli Group | Lory Moore, Lory Moore Law | Mark Grimes, Networked Enterprise Development | Matthew Mead, Hempitecture | Michael Pratt, Qnetic | Mike Green, Envirosult | Dr. Nicole Paulk, Siren Biotechnology | Paul Lovejoy, Stakeholder Enterprise | Pearl Wright, Global Changemaker | Scott Thorpe, Philanthropist | Sharon Samjitsingh, Health Care Originals | Add Your Name HereUpcoming SuperCrowd Event CalendarIf a location is not noted, the events below are virtual.SuperCrowdHour, January 21, 2026, at 12:00 PM Eastern. Devin Thorpe, CEO and Founder of The Super Crowd, Inc., will lead a session on “From $10 to Impact: How Anyone Can Become an Impact Investor.” Drawing on his experience as an investment banker, impact investor, and community-building leader, Devin will explain how everyday people can start investing small amounts to support mission-driven companies while pursuing financial returns. In this session, he'll break down the basics of regulated investment crowdfunding, show how impact and profit can align, and share practical steps for identifying opportunities that create real-world change. As an added benefit, attendees can become an Impact Member of the SuperCrowd for just $4.58 per month to receive an exclusive private Zoom meeting invitation with Devin, free tickets to paid SuperCrowd events, and the opportunity to directly support social entrepreneurs, community builders, and underrepresented founders.SuperGreen Live, January 22–24, 2026, livestreaming globally. Organized by Green2Gold and The Super Crowd, Inc., this three-day event will spotlight the intersection of impact crowdfunding, sustainable innovation, and climate solutions. Featuring expert-led panels, interactive workshops, and live pitch sessions, SuperGreen Live brings together entrepreneurs, investors, policymakers, and activists to explore how capital and climate action can work hand in hand. With global livestreaming, VIP networking opportunities, and exclusive content, this event will empower participants to turn bold ideas into real impact. Don't miss your chance to join tens of thousands of changemakers at the largest virtual sustainability event of the year. Learn more about sponsoring the event here. Interested in speaking? Apply here. Support our work with a tax-deductible donation here.SuperCrowd Impact Member Networking Session: Impact (and, of course, Max-Impact) Members of the SuperCrowd are invited to a private networking session on January 27th at 1:30 PM ET/10:30 AM PT. Mark your calendar. We'll send private emails to Impact Members with registration details.Community Event CalendarSuccessful Funding with Karl Dakin, Tuesdays at 10:00 AM ET - Click on Events.Join C-AR Annual Reporting: Requirements, Deadlines, and Lessons Learned from the Field on January 14, 2026, an informative online webinar designed to help crowdfunding issuers and professionals clearly understand C-AR annual reporting requirements, key deadlines, and real-world insights to stay compliant and prepared.Join UGLY TALK: Women Tech Founders in San Francisco on January 29, 2026, an energizing in-person gathering of 100 women founders focused on funding strategies and discovering SuperCrowd as a powerful alternative for raising capital.If you would like to submit an event for us to share with the 10,000+ changemakers, investors and entrepreneurs who are members of the SuperCrowd, click here.Manage the volume of emails you receive from us by clicking here.We use AI to help us write compelling recaps of each episode. 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Darren Andrews, Founding Partner of We Grow Hair Indy, bought a lane at the Red, White & Bowl event and talks with Hammer & Nigel about Jason's future hair transplant and how easy it is for anyone who is interested.See omnystudio.com/listener for privacy information.
Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100, and includes names such as the Federal Reserve System, MD Anderson Cancer Center, Whirlpool, Steel Dynamics, The Hyatt Corporation, and many more. Carl is a highly regarded public speaker, who has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal. He is a longtime friend, collaborator, and former member of the Advisory Board of FOX. Succession is arguably the most important evergreen topic on the minds of enterprise families and their family offices. Carl shares his views on what is required for success in successions among UHNW families and family offices and talks about the importance of talent assessment as families undertake leadership and ownership succession journeys. Carl offers practical advice for the older generation and those in leadership who are looking to transition control, responsibility, and ownership to the next generation. He also provides invaluable tips and suggestions for the rising gen and those who are poised to step into leadership and fill the shoes of their parents and predecessors. Don't miss this highly instructive conversation with one of the longest-serving, deeply experienced advisor and coach to multigenerational enterprises and family leaders.
What if "thriving" isn't a soft concept—but a measurable performance advantage? In this episode, Peter Winick sits down with Jon Rosemberg, Founding Partner of Anther and author of "A Guide to Thriving: The Science Behind Breaking Old Patterns, Reclaiming Your Agency, and Finding Meaning", to break down what thriving really is, what it is not, and why leaders should care right now. Jon draws a sharp line between thriving and "success." Success can be the big house, the title, the milestones. Thriving is different. It's a state where you're calm, connected to others, and able to create. It's when you can access the best of your thinking and show up as yourself—not as a reactive version of yourself. They explore the practical business implications. Jon frames thriving as the condition that makes proactive leadership possible. Less reactivity. More intentionality. Better decisions. He also positions "flow" as a subset of thriving—useful, but not the whole story. Then the conversation gets strategic. Jon introduces agency as the lever that moves people from survival mode to thriving: the capacity to make intentional choices. And he connects it directly to strategy. Real strategy is not doing everything. It's making clear choices—and just as importantly, choosing what you will not do. For leaders building teams, Jon highlights the shift from productive value to relational value. Your job stops being "do the work." Your job becomes "enable others to do their best work." When teams are thriving, performance rises. When organizations treat well-being as a KPI, it becomes a competitive advantage—not a perk. Finally, Jon reframes thriving as a spiral, not a finish line. Markets change. Crises hit. AI reshapes work. The goal isn't to "arrive" at thriving. The goal is to build the capacity to return to it faster—and lead through uncertainty with more clarity, nuance, and adaptability. Three Key Takeaways: • Thriving has a precise definition. It's not "success" or status; it's being calm, connected, and creative—able to access better thinking and show up authentically. • Agency is the lever. Moving from survival mode to thriving starts with the capacity to make intentional choices—and that maps directly to strategy in business. • Thriving changes performance at the team level. Leaders shift from their own productivity to relational value—enabling others to do their best work—which increases team performance. If Jon's episode got you focused on thriving through agency, go next to Episode 156 with Linda Henman for the "now what?" Linda is all about making tough, high-stakes decisions—fast and well—so you can turn intentional choice into real strategy. Together, they pair thriving as the mindset with decision-making as the skill that makes it real.
Today's episode was recorded live at Ohio VC Fest, where I hosted a panel on AI, joined by an incredible group of investors, including:Peggy Roberts, Managing Partner at The Riverside Company;Candice Matthews Brackeen, Founding Partner at Lightship Capital;Hardik Desai, Managing Partner at JumpStart Ventures;Jamie Weston, Managing Director at Spring Mountain Capital.Together, we walk through where real value is being created with AI, how founders can best leverage it in their business and in raising capital, and explore the vast opportunities and downstream implications of AI looking forward!00:00:00 Introduction to AI Investment Perspectives00:04:27 Understanding the AI Hype Cycle00:06:44 AI in Startups vs. Established Companies00:09:21 Defensibility and Team Dynamics in AI Investments00:12:25 AI's Impact on Business Operations00:15:15 Fundraising Strategies in the AI Landscape00:18:12 Evaluating AI Companies: Metrics and Expectations00:21:08 The Role of Education and Training in AI Adoption00:23:45 Future Predictions for AI in Various Industries00:26:27 Staying abreast AI's Evolution00:43:34 Closing Thoughts on AI-----LINKS:https://ohiovcfest.com/https://www.riversidecompany.com/https://www.lightship.capital/https://jumpstart.vc/https://www.springmountaincapital.com/https://jumpstartinc.org/https://www.linkedin.com/in/peggyrhttps://www.linkedin.com/in/candicebrackeen/https://www.linkedin.com/in/hardikadesai/https://www.linkedin.com/in/jamie-weston-75136a2/-----SPONSOR:Roundstone InsuranceRoundstone Insurance is proud to sponsor Lay of The Land. Founder and CEO, Michael Schroeder, has committed full-year support for the podcast, recognizing its alignment with the company's passion for entrepreneurship, innovation, and community leadership.Headquartered in Rocky River, Ohio, Roundstone was founded in 2005 with a vision to deliver better healthcare outcomes at a more affordable cost. To bring that vision to life, the company pioneered the group medical captive model — a self-funded health insurance solution that provides small and mid-sized businesses with greater control and significant savings.Over the past two decades, Roundstone has grown rapidly, creating nearly 200 jobs in Northeast Ohio. The company works closely with employers and benefits advisors to navigate the complexities of commercial health insurance and build custom plans that prioritize employee well-being over shareholder returns. By focusing on aligned incentives and better health outcomes, Roundstone is helping businesses save thousands in Per Employee Per Year healthcare costs.Roundstone Insurance — Built for entrepreneurs. Backed by innovation. Committed to Cleveland.-----Stay up to date by signing up for Lay of The Land's weekly newsletter — sign up here.Connect with Jeffrey Stern on LinkedIn — https://www.linkedin.com/in/jeffreypstern/Follow Lay of The Land on X @podlayofthelandhttps://www.jeffreys.page/
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
With Jason Ozur, Founding Partner, Chief Executive Officer, Lido Advisors Overview As firms pursue scale, advisors face a critical question: how do you grow without compromising the client experience? Jason Ozur joins the show to explore what intentional growth really looks like and what scale can enable when culture and clarity come first. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… Over the last decade, scale has become one of the defining themes in wealth management. Larger firms promise broader resources, deeper infrastructure, and expanded opportunity. But they also raise a fair question: at what point does growth begin to work against the client experience it's meant to enhance? That's the center of today's conversation. Jason Ozur and his partners at Lido Advisors have built one of the largest RIAs in the country, managing more than $40B in assets, while maintaining a family-office mindset and a distinctly client-first culture. What's notable is not just the firm's growth, but how intentionally it has been pursued. Jason talks about Lido's growth story and more with Jason Diamond, including: The real constraints on growth—and the roles of culture, capital, and clients. The role of the wirehouses in the modern landscape and how the RIA model differs. The realities of scale—and what it enables when done thoughtfully. The concept of “bigger is better”—and why Jason sees that as an oversimplification. Integration versus aggregation—and how Lido evaluates acquisitions. The evolving role of private equity in the RIA space—and why access to capital doesn't have to come at the expense of independence or client outcomes. It's a candid look at what sustainable growth actually means—and what advisors and owners should consider as firms across the industry continue to grow. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Is Scale a Necessary Evil in Wealth Management? Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn't always better. How to Set Up Your Business to Maximize Enterprise Value Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move. Learn actionable insights, key business practices, short-term vs. long-term tactics, and real-world examples. IBD vs. RIA – Which Model Fits Your Future This guide offers a clear, side-by-side view of the two models—including distinctions between the DIY route of building an RIA from scratch and opting for a supportive independence platform to help align your business goals with greater options and opportunities. Jason Ozur Chief Executive Officer Jason Ozur is the Chief Executive Officer of Lido Advisors, where he considers client focus central to his leadership and devotes significant time and attention to the individuals and families he serves. Based in Los Angeles, he also serves as Co-Chair of the investment committee, overseeing Lido's alternative investment platform and leading due diligence on real estate oriented strategies. A Certified Public Accountant, Jason earned his B.S. from California State University at Northridge before beginning his career in public accounting. He worked as a CPA performing audits, preparing tax returns, and providing back-office services for numerous hedge funds. In 1999, he joined a large family investment office, becoming part of the team that managed the family's substantial investments. During this time, he also served as CFO of the family's worldwide water conservation company, which operated in more than 22 countries, and later provided financial oversight as controller for a multi-billion-dollar Los Angeles–based hedge fund. In addition to his executive and investment responsibilities, Jason is deeply committed to shaping Lido's culture. He takes an active mentorship role within the firm, fostering an environment rooted in progression, excellence, and integrity. Also available on your favorite podcast app and other media sites
Nancy Burner is the Founding Partner of Burner Prudenti Law a women-owned trust & estates and elder law firm established in 1995. For seventeen … Read More
Welcome back to the EUVC Podcast where we go behind the craft of building and backing venture-scale companies in Europe.Today, we're joined by Sean Mullaney, Founder & CEO of Seapoint, and Will Prendergast, as the Founding Partner at Frontline Ventures.Seapoint has just come out of stealth with a $3M pre-seed to rebuild the fragile and fragmented financial stack that European startups (and later: mid-market companies) rely on. With a Stripe-forged team, AI-native development culture, and operators from Revolut, Tines & more on board, Seapoint wants to become the financial home for European startups.This conversation dives deep into founder pain, broken tooling, AI-native product building, engineering culture, the changing shape of startup teams, syndicate-building, and why Frontline backed Sean with high conviction.Here's what's covered:01:07 The Mission: “The financial home for European startups”03:32 Frontline's conviction moment06:24 The founder pain: 5 tools, 5 accounts, zero clarity08:07 The invisible tax: fragmentation, reconciliation hell, no real-time view10:14 Why this problem is structurally important12:19 European vs US lens: why Seapoint is ahead13:18 AI-native engineering: “We rebuild the stack from processes, not accounts”15:19 AI agents allow senior engineers to ship full-stack features alone — compressing timelines that previously required 2–3× more engineers.17:19 Rethinking teams: fewer people, more senior, more generalist19:33 Productivity does NOT reduce funding needs — it increases ambition21:27 Culture: curiosity, experimentation, and founder-led technical push36:11 Syndicate design: Angels as a go-to-market weapon.40:23 From startup financial home → to powering Europe's mid-market backbone: lending, treasury, automation, embedded finance.
Each month, a panel of constitutional experts convenes to discuss the Court’s upcoming docket sitting by sitting. The cases covered in this preview are listed below.Chevron USA Inc. v. Plaquemines Parish, Louisiana (January 12) - Federal Officer Removal Statute; Issue(s): (1) Whether a causal-nexus or contractual-direction test survives the 2011 amendment to the federal-officer removal statute, which provides federal jurisdiction over civil actions against "any person acting under [an] officer" of the United States "for or relating to any act under color of such office"; and (2) whether a federal contractor can remove to federal court when sued for oil-production activities undertaken to fulfill a federal oil-refinement contract.West Virginia v. B.P.J. (January 13) - Fourteenth Amendment; Title IX; Issue(s): (1) Whether Title IX of the Education Amendments of 1972 prevents a state from consistently designating girls' and boys' sports teams based on biological sex determined at birth; and (2) whether the equal protection clause of the 14th Amendment prevents a state from offering separate boys' and girls' sports teams based on biological sex determined at birth.Little v. Hecox (January 13) - Fourteenth Amendment; Title IX; Issue(s): Whether laws that seek to protect women's and girls' sports by limiting participation to women and girls based on sex violate the equal protection clause of the 14th Amendment.Galette v. New Jersey Transit Corporation (January 14) - Sovereign Immunity, Federalism & Separation of Powers; Issue(s): Whether the New Jersey Transit Corporation is an arm of the State of New Jersey for interstate sovereign immunity purposes.Wolford v. Lopez (January 20) - Second Amendment; Issue(s): Whether the U.S. Court of Appeals for the 9th Circuit erred in holding that Hawaii may presumptively prohibit the carry of handguns by licensed concealed carry permit holders on private property open to the public unless the property owner affirmatively gives express permission to the handgun carrier.M & K Employee Solutions, LLC v. Trustees of the IAM National Pension Fund (January 20) - ERISA; Issue(s): Whether 29 U.S.C. § 1391’s instruction to compute withdrawal liability “as of the end of the plan year” requires the plan to base the computation on the actuarial assumptions most recently adopted before the end of the year, or allows the plan to use different actuarial assumptions that were adopted after, but based on information available as of, the end of the year.Trump v. Cook (January 21) - Federalism & Separation of Powers, Administrative Law; Issue(s): Whether the Supreme Court should stay a district court ruling preventing the president from firing a member of the Federal Reserve Board of Governors.Featuring:Bradey A. Benbrook, Founding Partner, Benbrook Law GroupStephanie L. Freudenberg, Counsel, Schaerr Jaffe LLPJacob H. Huebert, Senior Litigation Counsel, New Civil Liberties AllianceRyan D. Walters, Deputy Attorney General, Legal Strategy, Texas(Moderator) Tiffany H. Bates, Associate, Consovoy McCarthy PLLC
What happens when China's wine market shrinks by 15% annually since 2019, yet some companies post their best year ever? In this landmark 200th episode of Bottled in China, we assembles an expert roundtable to decode 2025's contradictions and what they mean for 2026.Guests:Nick Marro, Principal Economist for Asia, Economist Intelligence UnitIan Ford, Founding Partner at Nimbility, previously the Co-founder of SummergateMartin Shen, Managing Director, Tiansai Vineyards (Xinjiang)Richard King, Sommelier in Shanghai's fine dining sceneFrom Beijing's anti-corruption crackdown that decimated government banqueting to the surprising surge in aromatic white wines, our panel reveals how "involution"—China's race-to-the-bottom pricing wars—is reshaping everything. Discover why post-2000 consumers spend fortunes on wine pairings but only Instagram the famous labels, how instant retail delivers chilled bottles in 30 minutes, and why Xinjiang is becoming China's hottest wine destination.The verdict? China remains Asia's largest bottled wine market with massive upside in a $300 billion² beverage alcohol sector—but only for those willing to adapt to the new normal.Insights: IWSR Wine Landscapes 2025 - China, ¹Wine market CAGR -14.9% 2019-2024. ²$266 billion TBA value Since 2016, Bottled in China brings you into the food and drink scene through conversations with the some of the most happening personalities. Hosted by Emilie Steckenborn, the show is your one spot for all things food, beer, wine and spirits from across the world. Connect with us on LinkedIn or Instagram @bottled.in.chinaPodcast available on iTunes, Spotify , online or wherever you listen to your episodes! Subscribe to Bottled in China to follow the journey!Check out our new website & find out more at https://www.thebottledshow.com
On today's episode, Kara welcomes Betsy Fore, author of the bestselling book Built on Purpose: Discover Your Deep Inner Why and Manifest the Business of Your Dreams. Betsy is a two-time founder, former CEO, investor, and community builder whose work spans consumer innovation, Indigenous entrepreneurship, and purpose-driven leadership.Before becoming an investor, Betsy founded WonderWoof and co-founded Tiny Organics, scaling both into multimillion-dollar companies rooted in solving deeply personal problems. She is also the Co-Founder of Natives Rising, now the largest community of Indigenous technologists and founders, and today serves as Founding Partner of Velveteen Ventures, investing in solutions that will improve life for the next seven generations.In Built on Purpose, Betsy reveals the inner framework behind her own journey — from showing up five times at Mind Candy with no appointment, to rebuilding her life after a near-fatal accident, to pitching on Shark Tank, to helping founders uncover their “Deep Inner Why.” She blends neuroscience, purpose, and practical tools to show how creators and leaders can manifest the businesses and lives they feel called to build.In this episode, Betsy opens up about the experiences that shaped her, the science behind manifestation, and why the most successful founders are also the most aligned. We discuss how to uncover your Deep Inner Why, how to turn intuition into action, what her Indigenous values taught her about leadership, and why purpose isn't just personal — it's a business strategy. She also shares how motherhood, community, and resilience continue to drive her work and her investments.Whether you're a founder, a leader, or someone searching for deeper clarity in your work, this conversation is packed with wisdom, insight, and inspiration. Don't miss it! Are you interested in sponsoring and advertising on The Kara Goldin Show, which is now in the Top 1% of Entrepreneur podcasts in the world? Let me know by contacting me at karagoldin@gmail.com. You can also find me @KaraGoldin on all networks. To learn more about Betsy Fore and Built on Purpose:https://www.betsyfore.com/https://www.instagram.com/betsyforehttps://www.linkedin.com/in/betsyfore Sponsored By:LinkedIn Jobs - Head to LinkedIn.com/KaraGoldin to post your job for free.Square - Get up to $200 off Square hardware when you sign up at square.com/go/karagoldin Check out our website to view this episode's show notes: https://karagoldin.com/podcast/784
Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.
Every company dreams of having a prominent Wikipedia page, but navigating the path to it is far from simple. Oh, so you want a Wikipedia page? So does everyone else, and it's increasingly harder to achieve. Rhi Ruff, Founding Partner at Lumino Digital, has had a front-row seat to Wikipedia's rise in popularity during the AI era. In this episode, Rhi breaks down why Wikipedia is more valuable than ever, explains the challenges that SaaS and AI businesses face in securing a Wikipedia page, (with near-impossible editorial guidelines), and what steps companies can take to improve their chances. Rhi also shares insights into the increasing challenge of securing quality media coverage and what brands can do to influence Wikipedia when securing a page isn't likely.
In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Jim Gale, Founding Partner & Managing Director at Signet. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Jim, covering: The origins of growth equity in private equity and how it led to the founding of Signet, a fund built on deep domain expertise. Why private equity is a growing asset category but still remains undervalued and under appreciated. How the nature of the companies Signet invests in has evolved over the last twenty five years, while the fundamental principles of building a strong business remain the same. How the “picks and shovels” strategy of investing in tools, services and infrastructure has consistently served them well. Jim's assessment criteria when evaluating new opportunities after seventy deals, including the key question… can we institutionalise an entrepreneur led business. How higher interest rates and economic uncertainty constrain biopharma and biotech, and how that impacts investment dollars flowing into pharma services, along with deal flow, valuation and structure. James “Jim” Gale is the Founding Partner and Managing Director of Signet Healthcare Partners, a New York based healthcare growth equity firm specialising in pharmaceutical services, specialty pharma and medical technology. With more than thirty five years of investing and finance experience, Jim has built a deep track record backing companies involved in formulation, development, manufacturing and commercialisation across the world. At Signet, Jim has led investments across the pharma services value chain, including platforms in sterile fill finish, complex formulations, biologics development and specialty generics. His current and recent board roles include Ascendia Pharmaceutical Solutions, NorthX Biologics, RK Pharma, Bionpharma, Chr Olesen Synthesis, Pharma Nobis, Juno Pharmaceuticals and Lee's Pharmaceutical. He also serves as Chairman of Bionpharma and is a director of Knight Therapeutics. Jim holds an MBA from the University of Chicago Booth School of Business. Molecule to Market is also sponsored by Bora Pharmaceuticals and Charles River Laboratories, and supported by Lead Candidate. Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating!
This episode of Jocks in Jills is presented by SharkNinja. SharkNinja is a proud Founding Partner of the PWHL. Visit www.sharkninja.ca www.sharkclean.ca www.sharkbeauty.ca www.ninjakitchen.ca to learn more.Happy New Year! We ring it in with the Sceptres' Jesse Compher, break down the games from this week, break down the wild standings, and more!PLUS: we're opening up the lines for YOU! Call +1 929-542-2442 or hit up jocksinjills@thepwhl.com to be part of our new SEND IT and Dr. Jill segments.Jocks in Jills Merch is HERE!!!CAN is live here: https://ca.shop.thepwhl.com/collections/jocks-in-jillsUS is live here: https://shop.thepwhl.com/collections/jocks-in-jills00:00:00 - INTRO w Shark/Ninja00:01:12 - START OF EPISODE 20! HAPPY NEW YEAR!00:07:48 - HEADLINES w Becky Kellar00:09:14 - Minnesota @ Toronto00:23:03 - Vancouver @ New York00:29:28 - End of Year Standings00:34:57 - Courtney's Cornah00:54:01 - Jesse Compher Interview01:22:56 - Thank You Jesse & Sober Carpenter01:24:28 - FanDuel Friday Five01:28:00 - DR JILL01:28:07 - GET IN TOUCH!01:30:51 - End of show - Thank You to our Sponsors!
In this episode we speak with Avichay Nissenbaum. A serial entrepreneur turned investor, and the founding partner of lool Ventures. He built and sold two startups - SmarTeam (acquired by Dassault Systèmes) and Yedda (acquired by AOL) - before dedicating his career to backing founders. Lool Ventures has invested over $200M and helped shape some of Israel's standout companies, including Beewise, NoTraffic, and Eleos Health. This conversation goes deep into the psychology of decision making, the emotional reality of investing, and the mindset that helps founders and investors navigate uncertainty. What We Dig Into: Pattern Recognition as a Superpower Avichay explains why VC is about seeing patterns long before they become obvious. He shares how reviewing 400–800 startups a year sharpens intuition, and why “sensor-tuning” is one of the most important skills an investor develops. He believes founders are often the ones who intuitively sense the future first. The AI Shift: Native vs. AI-Resilient Companies Avichay breaks down a framework every founder should understand: • AI Native - companies born on AI-first architecture. • AI Resilient - deep-tech companies that won't get erased by the next Gemini or GPT feature drop. He calls AI “the biggest shift of wealth of our generation,” and explains why resilience matters more than hype. What Makes a Founder Fundable He is blunt about what truly matters: • Tenacity • Resilience • Skin in the game • Hunger • Ability to execute under pressure He calls this the capacity to survive a “roller coaster on steroids.” He also explains why lool Ventures loves bootstrappers and founders who have already built a minimal product before fundraising. The Emotional Reality of Investing One of the most insightful parts of the discussion. Avichay describes the difficulty of shifting from builder to observer. He talks about: • Seeing founders drive straight into a wall • Knowing the solution but not owning the steering wheel • Balancing heart and logic • Acting as an advisor, not a commander His analogy: “It's like sitting next to the driver and you can't touch the wheel.” The Role of Naivety Avichay argues that naivety is often a hidden advantage. It creates the space for original thinking, passion, and courage - the ingredients behind unconventional breakthroughs. His Entrepreneurial Beginnings We go back to the moment he left a stable career to build something new. At 25, with no entrepreneurial experience, he pitched a radical product vision to his CEO, was turned down, and decided to do it himself. He shares how: • Most early feedback was “no.” • The first yes arrived only after many rejections. • Passion and discomfort worked together to pull him forward. His clarity is powerful: “You don't know. But something burns inside you.”
Semyon Dukach, the Founding Partner at One Way Ventures, serial entrepreneur, and former leader of the famed MIT Blackjack team, joins me to share his extraordinary journey from arriving in the U.S. as a Soviet refugee to becoming one of New England's top venture capitalists. We discuss his path from leading the MIT Blackjack team to startup founder to prolific investor. One Way Ventures invests only in immigrant founders and we discussed how he developed that thesis. We also talk about personal growth, overcoming imposter syndrome, and what it really takes to become an exceptional founder and leader.Where to find Semyon:XLinkedInOne Way VenturesTimestamps:(00:00) From Pacman to Blackjack: A Unique Journey(02:58) Lessons from the MIT Blackjack Team(05:54) Transitioning from Operator to Investor(08:52) The Immigrant Experience and Entrepreneurship(11:46) Building Trust in High-Stakes Environments(14:36) The Power of Immigrant Founders(17:44) Branding and Recognition in Venture Capital(28:18) Building a Strong Network for Deal Flow(31:39) Recognizing Undervalued Immigrant Founders(34:19) Traits of Extraordinary Founders(37:07) The Importance of Customer Focus(38:53) Growth Through Partnership and Experience(42:23) Navigating the Challenges of Venture Capital(44:56) Turning Disappointments into Opportunities(46:19) Dealing with Imposter Syndrome(47:32) Lessons Learned on the Entrepreneurial Journey(51:03) The Inner Drive of EntrepreneurshipConnect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from Amazon
In this episode of Mission Matters, Adam Torres interviews Michael Greene, Founding Partner at Armington-Greene Productions, about lessons from AFM—why preparation, targeting, and proper materials matter—and how his documentary work achieved distribution across 13 streamers. Michael also shares how he's developing a feature screenplay and using AI as a practical tool to strengthen script cohesion. This interview is part of our AFM 2025 Series. Big thank you to American Film Market ! Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of Mission Matters, Adam Torres interviews Michael Greene, Founding Partner at Armington-Greene Productions, about lessons from AFM—why preparation, targeting, and proper materials matter—and how his documentary work achieved distribution across 13 streamers. Michael also shares how he's developing a feature screenplay and using AI as a practical tool to strengthen script cohesion. This interview is part of our AFM 2025 Series. Big thank you to American Film Market ! Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
We explore how removing immigration friction and backing immigrant founders at day zero can produce outsized innovation, through the lens of a VC platform and a biotech founder reprogramming tumors with mRNA and AI. The conversation blends policy, venture economics, and a bold oncology thesis with practical advice and personal stories.• immigrant advantage as resilience, clarity, and risk appetite• Unshackled's Day Zero model and economics• technical visionaries and system disruptors archetypes• turning tumors into immune allies with mRNA and AI• off the shelf approach across solid tumors• storytelling skills for technical CEOs• curated community as capital and catalyst• immigration policy takes on points systems and talent pipelines• why fear based rules hurt innovation• reflections on curiosity, kindness, and gritWhat happens when you bet on a founder before there's a product, revenue, or even a company? We bring together Manan Mehta, founding partner at Unshackled Ventures, and Rustam Esanov, co-founder and CEO of Reprogram Biosciences, to unpack how day‑zero investing meets deep tech ambition—and how that mix can upend cancer therapy.Manan opens the curtain on Unshackled's model: underwrite immigrant founders when capital and confidence are scarcest, handle immigration legal end‑to‑end, and curate a community that knows when to introduce the next believer. He breaks down their two founder archetypes—technical visionaries and system disruptors—plus the quotients that matter: intelligence, adversity, emotional, and social. We dig into why early belief earns better economics, how consensus‑driven VC misses mispriced opportunities, and what it takes to move a company from a first experiment to a milestone investors can't ignore.Rustam shares the personal spark behind his mission and the science powering it. Using AI‑guided design and mRNA, his team aims to reprogram tumor cells into immune‑like allies, opening the “fortress” from the inside so the body can attack solid tumors. He explains why an off‑the‑shelf approach beats personalization for scale, how early out‑of‑pocket experiments de‑risked the thesis, and the single most practical lesson he learned transitioning from bench science to CEO: tell a story so clear a teenager can understand it. Manan Mehta: https://www.linkedin.com/in/mananm/Manan Mehta is the Founding Partner of Unshackled Ventures, the only inception-stage (pre-revenue, pre-product, pre-incorporation) venture fund focused entirely on backing immigrant-founded startups. For over 11 years, Manan has led the firm, which provides capital, network access, and full immigration support, having sponsored over 300 immigration filings for founders, often before they incorporate their businesses. Rustam Esanov: https://www.linkedin.com/in/rustamesanov/Rustam Esanov is the CEO and Co-founder of Reprogram Biosciences, a deep-tech company developing mRNA reprogramming therapeutics. His mission is to turn tumors into immune-like allies to treat solid cancers by leveraging a proprietary AI platform to build a precision cell-reprogramming engine to solve one of the most complex challenges in medicine.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com
As AI-generated music floods the market, the music industry faces unprecedented questions about creativity, copyright, and compensation. But behind every evolving technology and headline debate are the lawyers, often musicians themselves, who navigate the space where art and law converge. In this episode of Brand & New, guest host Rudy Gaines sits down with two leading intellectual property practitioners whose personal and professional lives are deeply connected to music: INTA Past President Mei-lan Stark, Executive Vice President and Chief Counsel for IP at NBCUniversal (USA) and Rick McMurtry, Founding Partner at M|C Law Group (USA). From childhood music lessons to high-stakes licensing negotiations, both guests share how their lifelong connection to music has shaped their careers, protecting creative works. Together, they trace the soundtrack of the industry's evolution, from the era of Napster to today's AI-driven soundscapes, exploring how innovation challenges what it means to be both creator and protector. This episode was recorded live during INTA's 2025 Annual Meeting in San Diego, California.Resources: About Mei-lan StarkAbout Rick McMurtryAbout Rudy GainesRelated Brand & New Episodes:The Beat of IP: A Conversation with The Opposition™ BandCertifying Human Music in the Age of AIINTA's 2026 Annual Meeting
This week on The Data Minute, Peter sits down with Ben Orthlieb, Founding Partner at Blue Moon VC, for a look under the hood of a firm that has completely re-engineered the venture capital process using AI.Ben explains how Blue Moon uses a proprietary tech stack to source over 12,000 teams a year and screen them down to the top 5% based on their probability of graduating to Series B, achieving performance metrics that rival top-tier firms without the massive headcount. He breaks down why the "warm intro" is obsolete, how sending AI-generated dossiers to founders results in a 75% meeting acceptance rate, and why human judgment is still the final decision-maker.They also discuss the "hollowing middle" of the venture market, why multi-billion dollar funds struggle to innovate their own workflows, and how a small check strategy allows Blue Moon to cooperate, rather than compete, with the biggest names in the industry.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/Chapters00:00 – Intro: The AI-first VC01:27 – Blue Moon's thesis: Coverage and Winning03:11 – How to source 12,000 teams a year without a network05:40 – "Machine learning instinct": Optimizing for Series B graduation07:44 – Backtesting the algorithm against top 50 Seed firms10:12 – The 75% meeting conversion rate (and why cold email works)12:30 – The "AI Dossier": Showing founders you did the work14:13 – Finding outliers outside the "Credibility Pool" (The Mercor story)16:05 – The investment process: Where AI ends and humans begin18:43 – Does it matter who else is on the cap table?23:36 – The "Small Check" advantage in winning allocation25:22 – How to interview for resilience30:20 – Why personal questions are a competitive advantage32:31 – Follow-ons, reserves, and systematic secondaries36:00 – Why haven't big funds copied this strategy yet?39:54 – The "hollowing middle" of the VC market44:40 – Why brand is the only defense against noise49:20 – Do warm intros actually result in better investments?52:46 – The future of the "Operator-VC" model56:00 – What LPs really think about an AI-driven fund59:07 – OutroThis 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.
Welcome back to another EUVC Podcast, where we explore the lessons, frameworks, and insights shaping Europe's venture ecosystem.Today, Andreas Munk Holm sits down with Matti Hautsalo, Founding Partner at Nordic Science Investments (NSI), a €60M early-stage fund dedicated to university spin-outs across the Nordics and Europe. With a team spanning tech transfer, research, founding, VC, and investment banking, NSI backs science-powered companies at pre-seed and seed, then helps recruit commercial leaders, navigate TTOs, and transfer IP cleanly so these companies can raise from broader deep-tech syndicates.
While much of Wall Street's focus over past recent years has been on the AI hyperscalers, there are an increasing number of seismic developments happening internationally investors need to be aware of.For example, as a basket, emerging market stocks have outperformed the S&P 500 this year.And to name just a few others:1) Japanese bond yields have surged to the highest levels in 20 years, threatening to put an end to the carry trade2) A US-driven regime change in Venezuela looks imminent3) China continues to fire its monetary and fiscal bazookas with gusto in attempt to pull itself out of its deep balance sheet recession4) And in the wake of negotiating a tenuous peace between Isreal and Palestine, renewed efforts are underway to bring an end to the Russia/Ukraine warWhich international trends are the most important for investors to track? What are the biggest risks? And where are the biggest opportunities?To better understand the situation from a non-US perspective, we're fortunate to welcome back to the program Louis Gave, Founding Partner and CEO at Gavekal.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#emergingmarkets #inflationhedge #bonds _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
This week we chat with Paige Finn Doherty!Paige is the Founding Partner of Behind Genius Ventures, an early-stage venture firm managing nearly $14 million in AUM. Behind Genius makes concentrated investments in pre-seed and seed-stage companies led by technical storytellers across applied AI, frontier tech, and what's next.A writer and former engineer, Paige first broke into venture capital in a truly unconventional way by writing a best-selling “children's book for adults” about how venture capital works, Seed to Harvest. At the time, she was working as a Developer Success Engineer at WorkOS, a role she actually landed through Twitter!Paige's impact and storytelling have earned her widespread recognition: she was featured on the Forbes 30 Under 30 Cover in Venture Capital (2022), named a Rising SDSU Aztec Awardee, and most recently, inducted into the Rancho Bernardo High School Hall of Fame.Originally from San Diego and now based in San Francisco, Paige continues to bring transparency, creativity, and heart to the world of venture through storytelling and curio✨ This episode is presented by Brex.Brex: brex.com/trailblazerspodThis episode is supported by RocketReach, Gusto, OpenPhone & Athena.RocketReach: rocketreach.co/trailblazersGusto: gusto.com/trailblazersQuo: Quo.com/trailblazersAthena: athenago.me/Erica-WengerFollow Us!Paige Finn Doherty: @paigedohertyBehind Genius Substack: @behindgenius.substack.com@thetrailblazerspod: Instagram, YouTube, TikTokErica Wenger: @erica_wenger
For a generation, presidential races were blowouts. Every winner between 1980 and 1996 won by at least 37 Electoral College votes. These landslides relegated conspiracy theories about contested elections to the political fringes.Then came 2000. The last polls showed a dead heat. On election night, the networks called it for Al Gore, then retracted their calls, then called it for George W. Bush, and retracted again.Ultimately, five Supreme Court justices, all appointed by Republican presidents, put an end to the recount underway in Florida and effectively declared Bush the winner. The fractured opinions were a maze of disagreements, with the majority warning that the opinion should not be cited as precedent. Their reasoning flummoxed legal scholars — even those who agreed with the outcome. Listen as experts involved in the case discuss how it changed the relationship between Americans and elections and between elections and the courts.Speakers:David Boies, Founding Partner, Boies Schiller FlexnerBenjamin Ginsberg, Volker Distinguished Visiting Fellow, Hoover Institution; National Counsel, Bush-Cheney Presidential CampaignBarbara Pariente, Justice (retired), Florida Supreme CourtWendy Weiser, Vice President, Democracy, Brennan Center for JusticeModerator: Michael Waldman, President and CEO, Brennan CenterRecorded on December 9, 2025.Keep up with the Brennan Center's work by subscribing to our weekly newsletter, The Briefing, at https://go.brennancenter.org/briefing.The Brennan Center is a nonpartisan law and policy institute that works to repair, revitalize, and defend our systems of democracy and justice so they work for all Americans. The Brennan Center cannot support or oppose any candidate for office.
As 2025 closes, the implications of the One Big Beautiful Bill Act (now rebranded as the Working Families Tax Cut Act) on Medicaid continue to ripple through the health care industry. CMS has issued major guidance, and state Medicaid agencies and health care providers are scrambling to implement this guidance at an operational level. Harsh P. Parikh, Partner, Nixon Peabody LLP, Lloyd A. Bookman, Founding Partner, Hooper Lundy & Bookman PC, and Anne Winter, Senior Managing Director, FTI Consulting, provide updates on the community engagement/work requirements, beneficiary eligibility and coverage requirements, funding and payment reforms, and the Rural Health Transformation Program. They also discuss what challenges might be on the horizon in 2026 and the role of technology.Watch this episode: https://www.youtube.com/watch?v=0vIviLRddzIWatch Harsh, Lloyd, and Anne's previous podcast from September 2025: https://www.youtube.com/watch?v=JDYg4KZwL0M Essential 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/.
John E. Hall, Jr., Hall Booth Smith, on Healthcare Litigation, AI in Medicine, and Writing Legal Thrillers (North Fulton Business Radio, Episode 923) On this episode of North Fulton Business Radio, host John Ray welcomes John E. Hall, Jr., Founding Partner at Hall Booth Smith, a full-service law firm with a national footprint and deep […]
My guest today is Bill Barton. Bill is a Founding Partner of Colrain Capital – overseeing all elements of the firm's portfolio management. Founded in 2001, Colrain specializes in fundamental stock picking. They run one concentrated portfolio of best ideas. The team initially met at legendary value equity firm GMO – and left in 2001 to form Mayo Capital with Richard Mayo. That firm is now known as Colrain. Bill earned is BA in English at Dartmouth College and his MBA from Darden at UVA. I was originally introduced to the Colrain team by another family office. We frequently get introductions and referrals, but this one was special. The principal of the family office insisted that we meet due to Colrain's disciplined and successful track record of picking stocks over the years. But the main reason was the integrity and partnership of the founders. Colrain sticks to their principles while exhibiting the flexibility and humility to thrive in today's market. For those listeners interested in a different perspective on stock picking, this will not disappoint. We talk market structure, sectors, and yeah… we go into names, too.This podcast was recorded on December 2, 2025. The respective opinions expressed are those of Mr. Barton and Biltmore Family Office, LLC.. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional. Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO's investment advisory services can be found in its Form ADV Part 2, which is available upon request.
If you're enjoying the content, please like, subscribe, and comment! Dave's Links:Instagram: https://www.instagram.com/vamostoros/Website: https://www.newparadigmcapitalmanagement.com/homeDavid B. Mastran is a Founding Partner, Principal, and the President of New Paradigm Capital Management, LLC and the Founder, Chief Strategist, and Portfolio Manager of New Paradigm Fund.Mr. Mastran developed a passion for the markets when he first began trading at the age of eleven and has been trading equities full-time since 1993. In 1997, he founded New Paradigm Fund with $1.3 million in assets and grew it to $50 million and 19 investors by 2000. Mr. Mastran was the sole portfolio manager of the Fund from January 1997 through August 2003. He is proud to have successfully guided the Fund through the market crash of 2008, delivering on his mandate to preserve investor's capital. Mr. Mastran graduated from the University of North Carolina at Greensboro in 1993. He currently lives in Northern Virginia with his wife. He enjoys playing and coaching soccer and skiing.______________________Follow us!@worldxppodcast Instagram - https://bit.ly/3eoBwyr@worldxppodcast Twitter - https://bit.ly/2Oa7BzmSpotify - http://spoti.fi/3sZAUTGYouTube - http://bit.ly/3rxDvUL#hedgefund #stockmarket #stocks #optionstrading #shorts #financialfreedom #finance #trading #stock #bond #addictionrecovery #happy #happiness #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #explore #podcast #newshow #worldxppodcast
Jeff Bucalo, Founding Partner of Yellowhaus Studio, talks Documentaries and Boston Red Sox. Yellowhaus Website: https://yellow-haus.com/ Last Call Baseball T-Shirts: https://last-call-baseball-shop.fourthwall.com/collections/all Last Call Baseball Instagram: https://www.instagram.com/lastcallbaseball/ Last Call Baseball Bluesky: https://bsky.app/profile/lastcallbaseball.bsky.social Intro and Outro Music: DeCarlo Podcast Logo Artist Instagram: https://www.instagram.com/regan_vasconcellos/
In this special double-feature episode of Bits + Bips, Unchained executive editor Steve Ehrlich brings listeners two of the clearest investor perspectives on where the crypto markets may be headed next. First, Owen Lau, Managing Director at Clear Street, breaks down why crypto equities remain so tightly correlated to Bitcoin—and what might finally cause that link to break. He unpacks the growing role of stablecoin revenue, Coinbase and Circle's evolving business models, and why a market structure bill in 2026 could reshape the sector. Then, in the second half, Bob Diamond and David Schamis of Hyperliquid Strategies explain why they believe Hyperliquid and its HYPE token represent one of the most compelling opportunities in digital assets. They walk through the rationale for their DAT, Hyperliquid's performance during extreme market volatility, and the broader ecosystem being built through HIP-3 and beyond. Sponsors: Mantle Host: Steve Ehrlich, Executive Editor at Unchained Guests: Owen Lau, Managing Director at Clear Street Bob Diamond, Founding Partner and CEO of Atlas Merchant Capital David Schamis, Founding Partner and CIO of Atlas Merchant Capital Timestamps: 0:00 Introduction 1:23 Owen's outlook on crypto stocks—and what really drives them today 5:19 Why Coinbase's stock is struggling while revenue goes up 7:47 Why so many crypto companies are spending heavily to expand distribution 10:58 Whether the 10/10 crash changed how analysts evaluate public crypto companies 14:41 Will public crypto companies enter prediction markets next? 17:02 How Coinbase and Circle are positioning themselves in this emerging area 23:00 What Citadel Securities' push for SEC regulation of DeFi means for the industry 24:55 How a market structure bill could reshape the outlook for altcoins 27:03 Would a public crypto company buy a DAT trading below its NAV? 28:59 Has the window for crypto IPOs already closed? Part 2 32:57 How David and Bob first got into crypto 38:57 Why a DAT for Hyperliquid is necessary 42:40 Why they say their stock is a major opportunity right now 45:55 How running an altcoin DAT differs from doing one for ETH or BTC 48:54 How the DAT deal was structured—and Paradigm's role 51:38 How they're avoiding the big sell-offs typical in PIPE deals 53:11 Why there was a gap between announcing the DAT and executing it 55:14 Why Sonnet Therapeutics will remain operational post-transaction 57:51 Why the 10/10 liquidation event made Bob more confident in Hyperliquid 1:04:19 The broader Hyperliquid ecosystem—far beyond the DEX 1:06:42 Why David says perps are far better products than options 1:10:12 Why regulatory clarity is critical for Hyperliquid's long-term success 1:13:37 What HIP-3 unlocks for builders building around perps 1:14:46 How prediction markets could integrate with perpetuals 1:15:49 How Hyperliquid can compete with major exchanges and crypto giants 1:21:18 Why Hyperliquid's feed is so much faster than other chains 1:22:28 The $1 billion shelf offering—and how they plan to accumulate more HYPE Learn more about your ad choices. Visit megaphone.fm/adchoices
David Schamis is the Founding Partner and CIO of Atlas Merchant Capital and now CEO of Hyperliquid Strategies.In this episode, David breaks down how serious seasoned investors think about valuing Hyperliquid, from the bull case for HYPE to the economics behind running the largest HYPE DAT in the world. We discuss what's unique about Hyperliquid, navigating mNAV dynamics as a DAT , and why Hyperliquid is well positioned to become financial infrastructure for bringing RWAs and Wall Street onchain.------
04 Dec 2025. The UAE is rolling out new VAT amendments from January 1st, simplifying procedures and tightening refund and transparency rules to stay aligned with global standards. We get the details from tax expert Thomas Vanhee, Founding Partner at Aurifer. Plus, Saudia’s new subscription model, Emirates’ bundled passes, and Asia Pass, why airlines are leaning into special schemes? We asked aviation expert Nick Humprey. And we look ahead to Dubai’s 2026 property outlook with Espace Real Estate.See omnystudio.com/listener for privacy information.
The 2025 RDI address will be delivered by incoming Master Johanna Gibbons RDI, founding partner of J&L Gibbons and founding director of Landscape Learn.Johanna is a Landscape Architect, Founding Partner of J&L Gibbons established in 1986 and Founding Director of social enterprise Landscape Learn. She studied at Edinburgh College of Art and is a Fellow of the Landscape Institute and the RSA, and a Research Partner of Urban Mind with Kings College London with an international profile as design panellist, juror and speaker.Jo was awarded Royal Designer for Industry in 2019 for her ‘pioneering and influential work combining design with activism, education and professional practice'. She is respected for routinely and seamlessly incorporating ecology, organismal biology, urban planning, conservation, community organising, the arts, and pedagogy, being driven by a keen awareness of climate change, biodiversity loss, and social need.Her many award-winning, collaborative and innovative designs span over four decades of practice, mostly within the cultural and public realm sector. They range from urban regeneration, heritage and estate planning to artist collaboration and the landscapes of cathedrals and museums, including the Natural History Museum London, Inger Munch Pier Oslo, Horniman Museum and Gardens, St Albans Cathedral and The British Library.Prior to the Address, 5 new Royal Designers for Industry (RDI) and 2 new Honorary Royal Designers for Industry will be welcomed to the Faculty.The title ‘Royal Designer for Industry' is awarded annually by the RSA to designers of all disciplines who have achieved sustained design excellence, work of aesthetic value and significant benefit to society.The RDI is the highest accolade for designers in the UK. Only 200 designers can hold the title. Non-UK designers may become honorary Royal Designers.The ‘Royal Designers' are responsible for designing the world around us, enriching our cultural heritage, driving innovation, inspiring creativity in others and improving our quality of life.Speakers:Johanna Gibbons RDI, founding partner of J&L Gibbons and founding director of Landscape LearnCharlie Paton RDI, founder and director of Seawater Greenhouse Ltd and RDI MasterChair:Sir Loyd Grossman CBE, chair of trustees, RSADonate to the RSA: https://thersa.co/3ZyPOEaBecome an RSA Events sponsor: https://utm.guru/ueembFollow RSA on Instagram: https://www.instagram.com/thersaorg/Like RSA on Facebook: https://www.facebook.com/theRSAorg/Listen to RSA Events podcasts: https://bit.ly/35EyQYUJoin our Fellowship: https://www.thersa.org/fellowship/join
Hong Kong's worst residential fire in more than half a century has killed at least 44 people and left hundreds missing, as rescue workers race to extinguish the blaze and Chinese President Xi Jinping urges all-out efforts to reduce casualties. Rescue efforts continued overnight after a fire that began around 3 p.m. Wednesday turned an eight-tower housing block in northern Hong Kong into an inferno, sending thick black smoke billowing into the sky. Officials said the blaze began on a section of the bamboo scaffolding encasing the complex, which is still widely used in the city. Bloomberg's Minmin Low is on site. Investors continue to keep an eye on the increasing probability of a December interest rate cut. What does that mean for Asian Markets? We heard from Hartmut Issel, UBS Wealth Management Head of APAC Equities and Credit. He spoke to Bloomberg's Avril Hong and Shery Ahn on the Asia Trade. Plus - Wall Street extended its rally on Wednesday. Tech stocks led the climb in US equities as rising expectations for interest-rate cuts helped carry traders' newfound optimism into the Thanksgiving break. Also, the latest Fed survey showed little change in US economic activity during recent weeks. The so-called Beige Book also found employment declined slightly -- and prices rose moderately. We spoke to Patrick Kennedy, Founding Partner at All Source Investment Management.See omnystudio.com/listener for privacy information.
Over the past few years, the conversation about autonomy in agtech has moved from “but, does it work?” to “how can I get started?” This is a significant shift, indicative of autonomous machinery becoming a fully commercial category in agriculture.In this episode, Matthew Pryor, Founding Partner at Tenacious Ventures, discusses his recent observations at the Gatton Agtech Showcase, in QLD, Australia, highlighting the move towards production-ready autonomous machinery. He discusses how structure is now emerging in the Australian agtech autonomy market, including in sales and distribution, with a mix of companies from established equipment dealers to venture backed scale-ups. He predicts growth in this market to only compound in the coming years.Matthew and Sarah are joined by Shane Thomas, founder of Upstream Ag Insights, to also dive into recent agtech news and market trends.They discuss:The role of traditional dealership networks in an autonomous futureThe potential misuse of the term ‘autonomous'Regional variations in market dynamics around autonomy between Australia, the US, and CanadaThe forces reshaping crop protection, including the rise of non-chemical solutions such as laser weeding and electric weed controlUseful Links:Carbon Robotics raises $20m to build ‘another AI robot'?, AgFunder News Monarch Tractor sued over tractors that were 'unable to operate autonomously', TechCrunchIs Farmers' Traditional Loyalty to Ag Equipment Colors Fading?, Farm EquipmentThe Four Forces reshaping the crop protection industry and what comes next, Upstream Ag InsightsThe Generics Revolution and the New Economic Geography of the Global Pesticide Industry, Journal of Agrarian ChangeThe Race to Define the Future of Ag Retail with Shane Thomas of Upstream Ag Insights, Agtech So What?Getting into the Weeds: AI, Computer Vision, and the Future of Non-Chemical Weeding, Agtech So What?Investment Notes: Azaneo, Tenacious VenturesDisrupting the AgTech Ecosystem with Ron Adner, Agtech So What?Vavilovian Mimicry, BionityFor more information and resources, visit our website. The information in this post is not investment advice or a recommendation to invest. It is general information only and does not take into account your investment objectives, financial situation or needs. Before making an investment decision you should seek financial advice from a professional financial adviser. Whilst we believe the information is correct, we provide no warranty of accuracy, reliability or completeness.[0007:25] The role of dealerships in an autonomous future[00:17:45] The forces reshaping crop protection[00:25:20] Weeds adapting to non-chemical crop solutions
On this special episode recorded live at the CIPP's (Chartered Institute of Payroll Professionals) Annual Conference and Exhibition (CIPP ACE) in Newport, Wales, Pete catches up with HCM transformation and global payroll executive, Wendy Muirhead, Founding Partner of WH People! From the shifting compliance landscape in the U.K., to the cultural and economic forces shaping payroll investment worldwide, Wendy shares the current climate and pulse across the marketplace as organizations strive to “do more with less” and unlock the hidden strategic value in modern payroll operations. Pete and Wendy explore how payroll leaders are earning a seat at the table, by mastering data, governance, and storytelling that moves the C-suite from “approval to investment” - sharing how payroll leaders can step beyond execution to become strategic advisors, driving business outcomes through insight, collaboration, and influence at the C-suite level. Together, they challenge the perception of payroll as a back-office function, spotlighting the profession's evolution toward risk mitigation, business transformation, and strategic influence. Connect with Wendy: WH People: https://wh-people.com/ LinkedIn: https://www.linkedin.com/in/wendymuirhead0980/ Connect with the show: LinkedIn: http://linkedin.com/company/hr-payroll-2-0 X: @HRPayroll2_0 @PeteTiliakos @JulieFer_HR BlueSky: @hrpayroll2o.bsky.social YouTube: https://www.youtube.com/@HRPAYROLL2_0
What does it really take to leave Wall Street, take massive risks, and help shape the future of innovation?For Jeff Ransdell, Founding Partner and Managing Director of Fuel Venture Capital and CEO of Maquia Capital, the journey started with $138 billion under management at Merrill Lynch, and a decision to walk away. Since then, he's invested over $150 million into South Florida startups, helping build Miami into a global tech hub while navigating the most unpredictable era in venture capital.In this episode of Common Denominator, we unpack Jeff's transition from Wall Street to venture, his take on the AI revolution, and what it means to invest in founders who can lead through chaos and change.In this episode, you'll learn:- How Jeff left corporate stability to build one of Miami's top venture firms- Why the “AI meta-shift” will redefine work, wealth, and the human condition- How Fuel Venture Capital turned South Florida into a startup destination- The founder traits investors look for before writing a check- Why emotional intelligence matters as much as financial acumen- What the next five years will look like for startups, investors, and innovationLike this episode? Leave a review here: https://ratethispodcast.com/commondenominatorTimestamps:00:00 – Introduction: Risk, Mindset & Why Venture Capital Matters05:00 – How Jeff Assesses Risk & Why VC Isn't What You Think10:00 – Coachability, Pivoting & The Founder Traits Fuel VC Looks For15:00 – Jeff's Leap From Wall Street to Venture Capital20:00 – The AI Meta-Shift: What's Coming in the Next 5 Years25:00 – Jobs, Humanity & The Future Economic Reality30:00 – Why Tech Might Push Us Back to Simpler Living35:00 – Jeff's Favorite Investments & Lessons From Miami's Startup SceneFollow Jeff: http://linkin.bio/jeffransdellvc Fuel Venture Capital: https://fuelventurecapital.com/Instagram: https://www.instagram.com/jeffransdellvc/
ABOUT SCOTT JENNINGS AND A REVOLUTION OF COMMON SENSEMore than a play-by-play of executive orders and media showdowns, Jennings's book provides a sharp, surprising look at how Trump moved fast, broke norms, and reframed the political debate around a single question: What makes sense? His combination of sharp political acumen and unmatched access makes A REVOLUTION OF COMMON SENSE essential reading for anyone wanting to understand the significance of the Trump presidency.An unprecedented inside look at how President Donald Trump has re-taken Washington by storm in his historic second term, written with the participation of the President and his inner circle.From the Oval Office to Air Force One, and from his unique perch as the most popular conservative commentator at CNN, Jennings provides a revelatory look at the dramatic return of Donald Trump to the White House and his efforts to restore common sense to American government and save Western Civilization in the process.KEY THEMES AND INSIGHTS. Unprecedented Access to Power: Rare behind-the-scenes accounts and interviews with some of the most consequential figures in the administration, including President Trump, Marco Rubio, Pete Hegseth, Scott Bessent, and Elon Musk. Jennings highlights their roles in shaping policies and offers unique insights into their interactions and decision-making processes.. Restoring Common Sense in Governance: What the Trump team's historic actions on immigration, tariffs, and energy independence mean for America's future.. Reform and Efficiency: The book examines efforts to streamline bureaucracy and challenge the status quo in Washington, including Elon Musk's appointment to lead DOGE, his efforts to cut government waste, and the backlash. Jennings also reports on private conversations between Trump and Musk about leveraging technology and innovation to rehaul government operations.. Trump's Foreign Policy and Economic Nationalism: Trump's unconventional diplomacy, including efforts to end the Russia-Ukraine war and his focus on reshaping global trade through policies like the "Liberation Day" tariffs.. Putting Readers In The Room: Jennings provides an insider's look at a visit to the Oval Office and a trip on Air Force One, where President Trump discusses policy priorities and strategy with his advisors, offering a glimpse into his leadership style.. The Media's Role in Politics: Jennings' front-line perspective on the cultural and political battles playing out on national television.. America's Future: How Trump's policies and vision are shaping the nation amid shifting global dynamics, and how his second term is reshaping American leadership at home and abroad amid evolving geopolitical challenges.SCOTT JENNINGS BIOIf you have social media, chances are you've seen Scott Jennings in your feed battling four or five liberals at a time in one of his many viral clips. Dubbed "the black sheep of CNN" by The Daily Mail and "Lonely Scott" by Bill Maher, Scott has become one of the most popular conservative commentators in America by delivering humorous, sharp, and well-sourced commentary on American politics and the Trump Presidency. His battles on NewsNight with Abby and other CNN shows have made him a hero of the American right, and since the 2024 election clips of Scott's CNN appearances have defined the Republican zeitgeist like no other pundit. Scott is Senior Political Contributor for CNN, appearing across the network's programs and is a staple of big event coverage. He's a native of Kentucky, where he resides with his family, chickens, and dogs. He's a Founding Partner of RunSwitch Public Relations, a graduate of the University of Louisville, and a 25+ year veteran of Republican politics. His long experience in political communications and strategy makes him a trusted confidante of Republicans across the country and a popular columnist for publications like The Daily Mail and the Los Angeles Times.Become a supporter of this podcast: https://www.spreaker.com/podcast/i-am-refocused-radio--2671113/support.Thank you for tuning in to I Am Refocused Radio. For more inspiring conversations, visit IAmRefocusedRadio.com and stay connected with our community.Don't miss new episodes—subscribe now at YouTube.com/@RefocusedRadioThank you for your time.
Welcome back to the Alt Goes Mainstream podcast.Today's interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company's time as both a public company and following Bain Capital's acquisition to take the company private for $4.5B.Bill is now back at it again, joining iAltA Holdings as a Founding Partner to build a suite of businesses at the intersection of private markets and private wealth management infrastructure alongside former Ipreo CEO Scott Ganeles, former Ipreo Executive Bill Sherman, and former Blackstone CFO and WestCap Founder Laurence Tosi.Bill and I had a fascinating conversation about wealth management and private markets. We covered:The evolution of wealthtech.What advisors are looking for when it comes to technology.How technology can help advisors deliver a high-quality experience to clients.Why private markets are now playing such a big role in the business of wealth management.What is missing in private markets infrastructure.The role of AI in financial planning.Why Bill wanted to go back to building again.What is in store for iAltA.Thanks Bill for sharing your wisdom and expertise on private wealth and private markets.Show Notes00:00 Introduction to Early Technology00:12 Sponsorship Message from Ultimus02:09 Welcome to the Alt Goes Mainstream Podcast02:12 Introduction to Bill Crager04:19 Building Envestnet and Early Challenges05:06 Evolution of Wealth Management07:00 Adoption of Technology in Wealth Management08:39 Private Equity's Role in Wealth Management10:17 Horizontal vs. Vertical Solutions14:11 Challenges in Wealth Management Technology16:22 Data and Technology in Wealth Management22:41 Customization and Future of UMA24:30 Impact of Data on Private Markets26:30 Evergreen Funds and UMAs27:45 Fusion of Public and Private Markets28:07 Data Inputs for Financial Advice28:33 Building Financial Plans at Scale28:59 The Need for Holistic Financial Connectivity29:35 Challenges in Data Flow and Infrastructure30:29 The Role of AI in Financial Planning30:49 Balancing Machine Learning with Human Assurance31:35 AI's Impact on Financial Advice32:40 Future of Financial Planning with AI35:06 Trust in Technology vs. Human Advisors35:19 The Emotional Component of Financial Advice36:31 The Evolution of Wealth Management37:02 Tokenization in Wealth Management37:46 Adoption Challenges of Tokenization38:56 Leveraging Technology in Wealth Management39:27 The Future of Financial Advisors40:59 Advice for Young Financial Advisors42:10 The Role of Technology in Private Markets43:48 The Vision Behind iAltA44:46 Building Horizontal Solutions46:14 Creating Bridges in Financial Infrastructure51:00 The Future of Financial Advice IndustryEditing and post-production work for this episode was provided by The Podcast Consultant.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.
The Action Catalyst unites several of its esteemed alumni; Anya Cheng, founder and CEO of Taelor, Dave Brown, Founding Partner at Southwestern Consulting, Dr. Amy D'Aprix, President and Founder of Lifebridge Strategies, and newcomer Gayathri Krishnamurthy, Head of Product Marketing at Level AI, for it's first ever "live" episode, from City Winery in Nashville, and a panel discussion on harnessing the growing power of AI without using the human touch. Each guest shares their unique perspective on AI's limitations and pitfalls, how to blend technology with humanity, potential use cases and opportunities, and where we go from here.Mentioned in this episode:Get 10% OFF Taelor gift cards right now using promo code PODCASTGIFT at Taelor.styleTaelorGet 10% OFF Taelor gift cards right now using promo code PODCASTGIFT at Taelor.styleTaelor
Edward Dowd, Founding Partner of Phinance Technologies, a global macro alternative investment firm, and author of "Cause Unknown: The Epidemic of Sudden Deaths in 2021 & 2022,” joins Julia La Roche on episode 304. Ed Dowd argues we're already in a technical recession, with the stock market bubble driven by just seven stocks masking underlying economic weakness as housing rolls over, layoffs accelerate at Amazon and UPS, and credit markets tighten. He warns that insider selling is at unprecedented levels as institutions distribute to retail investors in classic "FOMO" behavior, while the equal-weighted S&P has gone nowhere since January. Dowd criticizes the Trump administration for gaslighting Americans about the economy instead of communicating the Biden hangover from illegal immigration and deficit spending, explains China is exporting deflation due to their real estate crisis and 20 years of excess housing inventory, and predicts a deflation scare with oil plummeting to $30 before the Fed intervenes with massive QE. He recommends raising cash and moving into treasuries like Warren Buffett, expects the dollar to rip as liquidity dries up globally, sees gold hitting $10,000 by 2030 as central banks accumulate it, and warns Bitcoin will go much lower as it's underperforming treasuries—an early warning indicator of the risk-off environment ahead.This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXJuliaThis episode is brought to you by Monetary Metals. Learn more at https://monetary-metals.com/julia Links: PhinanceTechnologies: https://phinancetechnologies.com/ US Economy Outlook 2025: https://phinancetechnologies.com/Product_USEconomyOutlook2025.htm?Twitter/X: https://x.com/DowdEdwardTimestamps: 0:00 - Introduction and welcome1:09 - Macro view5:00 - Credit markets tightening, distribution phase of stock market, Trump administration gaslighting about economy7:00 - China at a crossroads: real estate crisis going acute7:55 - China exporting deflation, depreciating the yuan9:00 - Tariffs are deflationary10:00 - Risk-off environment is coming11:00 - Dollar outlook 12:40 - Risk off environment: flight to safety into treasuries14:20 - Three Hindenburg omens: market breadth disaster15:00 - Gold discussion: long-term bullish, going to $10,000 by 203017:00 - AI bubble: momentum and administration fomenting it22:20 - Retail FOMO buying: sign of unhealthy market24:32 - Fed cutting but still behind the curve27:00 - Credit markets sniffing out deflation scare30:00 - 1970s stagflation period: inflation/deflation yo-yo30:37 - Oil going to $30: China internal consumption plummeted33:43 - Gaslighting about the economy: people feel the reality 35:30 - China facing crossroads and crisis starting in 2020 40:00 - Dollar liquidity issue: people scrambling for dollars 40:40 - Treasury Secretary Bessent can term out debt during recession 41:03 - Yellen front-loaded debt, significance of terming it out 42:30 - Immigration 48:40 - 100% probability we're in recession now 49:30 - How to be allocated: raise cash for flexibility 50:40 - Japan carry trade could blow up at any moment 52:00 - What makes Ed optimistic: asset prices will come down 54:07 - Where to find Ed's work and research
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner of Domain Real Estate Partners, for a timely discussion on the state of U.S. residential real estate. With affordability continuing to challenge buyers and mortgage rates remaining elevated, Bob offers a deep dive into how homebuilders are adapting their models in 2025, from navigating margin pressure and shifting demographics to embracing land-light strategies. The conversation explores the growing role of insurance capital in financing residential development and how institutional investors are responding to macroeconomic forces such as immigration policy and interest rate volatility. Bob also discusses how Domain partners with homebuilders to manage risk and unlock capital efficiency in an increasingly complex housing market. Whether you're focused on credit, real assets, or portfolio construction, this episode offers valuable perspective on the intersection of real estate fundamentals and investment opportunity in today's market.
In this episode of TechMagic, hosts Cathy Hackl and Lee Kebler explore OpenAI's Sora and how AI-driven video generation reshapes creativity, privacy, and consent. From OpenAI's massive $38B AWS deal to the ethical storm over data scraping and copyright, they unpack the week's biggest tech power plays. The duo explores Geoffrey Hinton's surprising optimism on AI's future, Meta's data mishap, and how companies are redefining roles through spatial computing. Plus, Lee shares insights from NVIDIA's GTC conference and what it reveals about the true cost and promise of AI. The episode also features Cathy's exciting interview with Melissa Tony Stires, Founding Partner and Chief Global Growth Officer, and Janna Salokangas, Co-Founder and CEO of Mia, AI. Together, they discuss strategy-first adoption of AI, the importance of AI literacy, and the mindset shifts leaders need to drive human-centred transformation in the era of intelligent tools.Come for the tech, and stay for the magic!Melissa Tony Stires BioMelissa Tony Stires is an international protocol expert and leadership innovator specialising in cross-cultural communications and women's empowerment in AI. As Founder and Head of Global Growth and Expansion at Mia AI, she bridges tradition and technology through global collaborations and billion-dollar initiatives. A certified Advanced International Protocol Officer, best-selling author, and sought-after speaker, Melissa's work has shaped dialogues from Davos to Cannes Lions, advancing inclusivity, innovation, and global understanding in the tech landscape.Melissa Tony Stires LinkedInJanna Salokangas BioJanna Salokangas is the Co-founder and CEO of Mia AI, where she's redefining how people and organisations unlock their full potential through AI-driven learning and innovation. Under her leadership, Mia has trained over 7,000 professionals across 65+ countries, partnering with leading institutions to deliver transformative AI education and solutions. A co-founder of Finnish Flow, Janna also champions Finland's business community at Davos, advocating for human-centric AI and the future of equitable, empowered innovation.Janna Salokangas LinkedInKey Discussion Topics:00:00 Intro: Welcome to Tech Magic00:28 NVIDIA GTC & Nokia's $1B AI Investment00:54 Geoffrey Hinton Shifts AI Stance on Job Displacement08:17 Sharp HealthCare's First Chief Spatial Computing Officer09:05 OpenAI's $38 Billion Amazon AWS Deal Explained15:17 Perplexity vs Reddit: Data Scraping Lawsuit Breakdown21:28 AI Augmentation Over Replacement: Secret Cinema's Approach26:19 Magic Leap's Google Partnership & New AI Glasses32:17 TEDx Atlanta: Alvin Wang Graylin & Industry Leaders35:45 AI Education Interview with Janna & Melissa from Mia AI37:18 Mia AI: Human-Centered AI Education Going Global42:35 Strategy-First AI Adoption: Define Problems Before Tools42:46 Real-World Success Stories: From Universities to Single Mothers47:28 What Differentiates Mia AI in a Crowded Market Hosted on Acast. See acast.com/privacy for more information.