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Today we had the pleasure of hosting Michael Mische, Associate Professor of Management at the University of Southern California's Marshall School of Business. Michael joined the USC faculty in 1997 and also serves as CEO and a Managing Member of the Synergy Consulting Group. At Marshall, he leads and coordinates the school's undergraduate and graduate curricula in management consulting. Our interest in connecting with Michael was sparked by his recent report, “A Study of California Gasoline Prices” (linked here). The study presents a comprehensive, data-driven analysis of the persistently high retail gasoline prices in California. We were thrilled to explore the findings of the report and hear Michael's broader perspective on California's energy and power landscape. In our discussion, we cover the main themes of Michael's report, beginning with his long-standing interest in the oil and gas industry dating back to the 1973 Arab oil embargo. We explore the study's key finding that there is no evidence of price manipulation or gouging by refiners, and Michael's conclusion that California's high gasoline prices are a direct result of deliberate policy choices. Michael explains why policymakers pursue these strategies, why Californians tolerate higher energy costs, and how these policies create economic strain for lower income residents. We cover the broader economic impact of California energy policies, including the departure of more than 360 major companies since 2018, the national security risks posed by refinery closures that supply a significant share of aviation fuel and diesel to military operations in California, Arizona, and Nevada, how the push for renewable energy has become a primary driver of rising energy costs, and the underlying economics of the refining industry. We discuss the broader effects of refinery shutdowns on infrastructure like roads and airports, California's increasing dependence on foreign oil, the potential for in-state production growth, proposed policy solutions, the risks of state-run refinery models, how Middle Eastern investors are increasingly targeting U.S. real assets and innovation sectors, and more. We greatly appreciate Michael joining and sharing his expertise and insights with us all. Mike Bradley kicked off the discussion by noting that broader U.S. equities surged ~2.0% on Tuesday, largely driven by news that President Trump would be extending the deadline on EU tariff increases from June 1 to July 9. Equity markets also rose due to the unexpectedly high m/m increase in May Consumer Confidence. On the bond market front, 10-year and 30-year U.S. bond yields traded lower by 8-10bps, mostly due to a plunge in Japanese bond yields despite optimistic news on the EU tariff front and Consumer Confidence. In commodities, WTI price pulled back ~$1/bbl (~$61/bbl) on growing concern that OPEC+ will raise July oil production by another ~0.4mmbpd. Iranian nuclear talks underway in Rome have sparked cautious optimism for a breakthrough, which might prove to be another “marginal” headwind for crude prices. On the U.S. policy front, Mike highlighted last week's passage of a House Tax Bill which surprisingly gutted renewable/solar subsidies and sent solar equities plunging. Passage through the Senate isn't guaranteed and could potentially extend/reverse the timeline on some of the solar subsidies. On the electricity front, it was a great week for nuclear and SMR equities (handful of SMR equities up ~40%) following four nuclear-focused Executive Orders from the Trump Administration. He also pointed out the recent eye-popping MISO Summer Capacity Auction (~$666/mw) versus last year's auction price (~$30/mw) which will lead to much higher utility bills. He closed by highlighting California's current refinery capacity of ~1.6mmbpd and how the two most recent refinery closure announcements (tota
What does successful networking look like for those in the financial services industry, and why does it matter? It's more than just attending a mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities. Pinkerton shares her journey from starting in financial services to founding the ClientFirst™ platform, aimed at enhancing the visibility and success of financial professionals by fostering a more inclusive and supportive community. Tune in for insightful strategies to grow your practice and make impactful connections in the financial industry.ResourcesClientFirst™ — Digital community platform for financial professionalsWomen in Insurance & Financial Services (WIFS) conferenceSourceshttps://www.knoxnews.com/story/money/business/2021/10/14/your-professional-image-starts-great-headshot/5797101001/
First Commercial Bank's success is built on more than financial expertise—it's about people, relationships, and a commitment to excellence. In this episode, hear from key leaders, including Managing Member of Rogers and Associates, Steve Rogers and the President of Metro Logistics, Sam Potts as they share the journey of First Commercial Bank's growth. From its founding vision to its focus on talent and culture, discover how the bank continues to make an impact in the communities it serves. With insights from executives, board members, and long-time associates, this episode highlights what makes First Commercial Bank a trusted financial partner.
Welcome to this special edition of The Crexi Podcast, featuring on-the-ground insights and expertise live from Beth Azor's 5th Annual Women's Real Estate Investment Summit.In March 2025, the Crexi team traveled to Ft. Lauderdale, Florida, and sat down with notable women investors and entrepreneurs to capture key stories, expertise, and insights into the world of investing in commercial real estate.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. In this episode, host Shanti Ryle, Director of Content Marketing at Crexi, sits with several keynote speakers from the conference, to cover wide-ranging topics, including:Breaking In – Nontraditional Paths to CRECarving Your NicheOvercoming Challenges Opening Doors – Mentorship & LegacyWhy Women Should Get into CRE NowFeaturing special guests:Tori Nook, Principal and Founder of Anchor RetailArleen Garza, Founder, REEP Equity and REEP ResidentialVictoria Garza-Fraser, Manager, Acquisitions and Capital EventsMandy McAllister, Managing Member, Good Fortune Capital & Founder, GoBundance WomenAllison Weiss, Founder, CRE RecruitingCamille Renshaw, Founder & CEO, B+E Net LeaseKarly Iacono, SVP, CBREPamela Bardhi, Founder, Revelution GroupIf you enjoyed this episode, please subscribe to our newsletter and enjoy the next Podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog.Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease.Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexiAbout the Women's Real Estate Investment Summit:The 2025 Women's Real Estate Investment Summit, hosted by Beth Azor, is a 2-day event filled with speakers who have “done it”! They've invested and they are happy to share their experiences, their mistakes and successes, and things they wish they knew when they started, so that we can all learn from them.Each attendee will leave the event armed with ideas, inspiration and examples of how it can be done. Investing not only for gazillionaires who have access to millions of dollars to invest. The women next door have invested and you will meet them live and in person and hear their stories!About Crexi:Crexi is transforming commercial real estate with advanced, integrative technology and data analytics designed to accelerate every CRE stakeholder's success. From trading properties to machine-learning-powered industry Intelligence, Crexi's intuitive CRE solutions accelerate transaction velocity and have empowered over 3 million active monthly users to close more than $660 billion in deals and market over $7 trillion in property value. If you enjoyed this episode, please subscribe to our newsletter and enjoy the next podcast delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Takeaways – A podcast about learning from the wisdom of others
March Breakfast Program: Fast Lane to the Future: Transportation, Infrastructure & Growth. Panelists included: Asha Jones, VP of Public Affairs, Brightline West David Swallow, Deputy Chief Executive Officer, Regional Transportation of Southern Nevada (RTC) Tracy Larkin Thomason, P.E.,Director, Nevada Department of Transportation (NDOT) Moderator: James Bristow, P.E., Managing Member, Midnight Sun Consulting This program was sponsored by Schnitzer Properties
In this episode of the Great Trials Podcast, host Steve Lowry interviews trial lawyers Brian Brown and E.J. Hammond from Brown and Baron in Baltimore, Maryland. They discuss a complex case involving the tragic death of 83-year-old Helen Hansford at Largo Nursing and Rehabilitation Center. The episode highlights their strategic legal maneuvers, including the successful exclusion of the defense's medical expert, and the compelling testimony that led to an $8.5 million verdict for Hansford's estate. Remember to rate and review GTP on Apple Podcasts: Click Here to Rate and Review Case Details: In June 2020, when Helen first came to Largo Nursing & Rehabilitation Center in Prince George's County, she weighed 112 pounds. She had previously been hospitalized after a bad fall, so she needed around-the-clock care. Upon admission, it was noted that she was at risk for falls, pressure injuries (bed sores), malnutrition, and “failing to thrive” (unsafe weight loss and related complications). By October, Helen's weight was reported to be around 95 pounds. Months later, in January 2021, her weight had plummeted to just 81 pounds, which is about 72% of what it was before. Amid Helen's weight loss crisis, Largo staff failed to put her back on the blood thinner medication that she needed after a surgery related to her fall. In February 2021, a blood clot went to her lungs and brain, causing her to pass away. Read Full Bio Brian Brown Brian S. Brown, one of the firm's founding partners, as well as its Managing Member, has over thirty years of experience as a trial lawyer and focuses his practice on litigating nursing home abuse and medical malpractice cases. Brian has tried well over 100 tort cases and has obtained multiple multi-million dollar verdicts. Over his career, he has recovered more than $175 million for his clients, through both trial and settlement. In addition to his trial experience, Brian has extensive appellate experience, having appeared before the Maryland Court of Appeals twelve times, and the Court of Special Appeals more than fifty times. He is admitted to practice in Maryland and the District of Columbia, as well as in the 4th Circuit Court of Appeals. Brian is currently a member of the Maryland Association for Justice (MAJ) and the American Association for Justice (AAJ). Brian has presented on legal topics in a variety of settings, including for the Inn of Court, and over ten times for HB Litigation Conferences. He has also presented to the entire bench of the Circuit Court of Baltimore City regarding the evolving law of expert testimony in Maryland. Read Full Bio Links: Facebook: Brown & Barron, LLC LinkedIn: Brown & Barron, LLC; @Brian Brown; @Emily Hammann Instagram: Brown.BarronLLC Check out previous episodes and meet the GTP Team: Great Trials Podcast Show Sponsors: Harris Lowry Manton LLP - hlmlawfirm.com Production Team: Dee Daniels Media Podcast Production
In this episode, Jamie Lopiccolo, CPA, CGMA, Founder and Managing Member of Capocore Professional Advisors, and Will Hill, Owner of Will Hill Consults, discuss marketing and pricing tax advisory services. They explore the importance of identifying client needs through effective listening and highlight the significance of understanding clients' pain points and gaps to move beyond traditional tax. What you'll learn from this episode: How to use effective listening techniques to identify client needs and help uncover pain points and gaps The importance of moving beyond traditional tax services to offer comprehensive advisory solutions. How to potentially classify tax advisory opportunities into different pricing buckets and the importance of adjusting pricing based on scope changes. The importance of involving team members in advisory services early on, even if they feel unprepared, as this helps them learn and grow in their roles. AICPA resources Broadridge Advisor Spotlight for Tax Section Members — Tax Section members can access sample resources from Broadridge Advisor which provides client education and communication tools on personal financial planning. 2025 Tax and Financial Planner — This digital, month-by-month planner is designed for Tax and PFP Section members and serves as a field guide to summarize key due dates, action items, client engagement ideas and financial planning tips. Keep your finger on the pulse of the dynamic and evolving tax landscape with insights from tax thought leaders in the AICPA Tax Section. The Tax Section Odyssey podcast includes a digest of tax developments, trending issues and practice management tips that you need to be aware of to elevate your professional development and your firm practices. This resource is part of the robust tax resource library available from the AICPA Tax Section. The Tax Section is your go-to home base for staying up to date on the latest tax developments and providing the edge you need for upskilling your professional development. If you're not already a member, consider joining this prestigious community of your tax peers. You'll get free CPE, access to rich technical content such as our Annual Tax Compliance Kit, a weekly member newsletter and a digital subscription to The Tax Adviser.
In this episode of Money Tales, our guest is Bronson Hill. From delivering newspapers in the rain to earning $15 an hour in high school, Bronson learned early on that trading time for money wasn't the path to wealth. His real breakthrough came years later when Bronson realized money isn't just about the hours you work, it's a tool to create value, help others and transform lives. As the Managing Member of Bronson Equity, Bronson is a general partner in 2500 multifamily units worth over $250M. Bronson is the host of The Mailbox Money Show where he breaks down the investor mindset and has personally raised over $45M for real estate and his private equity deals. Bronson is the author of the best selling book, Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less, and is a regular contributor to YouTube and his blog. Bronson is a regular keynote speaker and leads The Wealth Forum, an exclusive mastermind for affluent passive investors, providing unmatched investment opportunities within a growth-oriented community. Bronson is a frequent guest on podcasts like the Best Ever Show with Joe Fairless and was a speaker at the large Limitless Conference with Ken McElroy.
As you see in the show open, I've reinvented myself. In 2008, I walked away from a very successful journalism career of 25 years to start this in my home, and I've never been happier. My next guest knows a little something about reinventing himself. Dr. Greg Echt is in the studio. He's the founder and managing member of Echt Capital.
I am thrilled to have the incredible Sam McLemore on the show this week. Sam is a true champion of empowering women to achieve financial independence and leads a prolific career in investing. In this episode, we dive deep into Sam's fascinating life, starting from her childhood in Vermont, where she grew up with parents who had contrasting views on money. These early exposures to money, working from a young age, and navigating financial anxieties shaped her relentless drive to never be dependent on anyone financially. Sam shares how her father's introduction to the stock market during her teenage years sparked her interest in investments, which fueled her pursuit of a finance career, eventually working with legendary investor Bill Miller. Sam's journey is marked by calculated career and investment moves, including buying her first house just a year out of college and trying to live an aspirational life as a Vermont innkeeper` – a challenging yet illuminating experience. As the founder and managing member of Patient Capital, Sam discusses her vision for creating a highly trusted, investor-friendly firm, and shares her passion for supporting other women in finance. We talk about balancing career and family life, the importance of instilling financial values in her children, and her drive to integrate principles of stoicism and mindfulness into her business practices. Key Topics: Opposites attract in money values Sam's early anxiety around money and how her dad influenced her to start investing Starting university with a chemistry major and ending with a business degree How meeting Bill Miller gave Sam an early launch into the investment and finance field Building equity by buying her first house one year out of university Finding satisfaction and fulfillment from saving money Aspiring to become a Vermont innkeeper in 2011 How her money mindset shifted after selling the inn Setting a goal to get more women into investing Instilling good money values in your kids without an inherent struggle mindset How Sam is starting to see her values take shape in her business Bringing the ideals of Stoicism and Buddhism into finance and investing Connect with Samantha online: Website: https://patientcapitalmanagement.com/ LinkedIn: https://www.linkedin.com/company/patient-capital-management-llc/ https://www.linkedin.com/in/samantha-mclemore/ X: https://x.com/patientcm Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Download Syama's Guide to Getting Rich: www.syamabunten.com Women & Wealth Catalyst Summit: https://women.win/ Big Delta Capital: www.bigdeltacapital.com
Melinda Carbajal, Managing Member and CEO of Simply Pizza, a unique woodfired, mobile, and hybrid restaurant business, is bringing her knowledge and experience to Pizza Expo. As a new Pizza Expo speaker, we wanted to learn more about Melinda and get a little sneak peek into her sessions at Pizza Expo. Her Pizza Expo sessions include: S30 Writing Your Food Truck Business Plan, S09 Growing Through Catering and S35 Strategically Giving to Grow Your Business. Josh and Denise chat with Melinda the food truck business, getting innovative with the business model, catering, and mentoring in the pizza industry. Her Pizza Expo speaker bio includes: With a background in government and education, Melinda has carved out a niche in the food industry, leveraging her extensive knowledge of systems, grants, and nonprofit management to drive her business forward in innovative ways. As a dedicated mother of five, Melinda balances her entrepreneurial endeavors with an active role in her community. She serves on five nonprofit boards and holds an elected position in her city, reflecting her commitment to community engagement and service. Melinda thrives on building programs, navigating complex systems, and making a positive impact. Her journey from the realms of government and education to the culinary world is a testament to her adaptability and passion for serving others." Learn more about Simply Pizza at https://www.simplypizzatruck.com/ and on Instagram https://www.instagram.com/simplypizzatruck/ Check out the full Pizza Expo education schedule at https://pizzaexpo.pizzatoday.com/education/education-schedule/
Welcome back to Season three of Educational Alpha! In this first episode, Bill welcomes Harry Markopolos, the renowned financial fraud investigator and whistleblower best known for uncovering the Bernie Madoff Ponzi scheme. Harry shares his journey from portfolio management to forensic finance, detailing his relentless pursuit of exposing fraudulent financial schemes. The conversation covers the challenges he faced in getting the SEC to act on the Madoff case, the inner workings of Ponzi schemes, and how financial professionals failed to conduct proper due diligence. Harry also discusses the systemic weaknesses in financial regulation, the rise of new financial frauds, and the ongoing battle against deceptive investment practices.
Jonathan Hung is a successful VC and entrepreneur. He has evolved from his role as a prolific angel investor with over 100+ pre-seed and pre-IPO investments under his belt to becoming the Managing Partner for Entrepreneur Ventures and Head of Consumer/Partner for Trousdale Ventures. Jonathan is a driver of value creation who supports entrepreneurs, investors, startups, and high-net-worth individuals seeking capital and exposure. His work at Entrepreneur Ventures and Trousdale Ventures demonstrates his strategic expertise and investment acumen. He encourages growth through finance, business development, networking, data analysis, and leadership excellence. Jonathan's hands-on approach focuses on long-term success and seamless expansions into new global markets. He provides intuitive business mentorship based on his experience running the US and China offices as President of United Overseas Textile Corporation and work as a Financial Adviser at Morgan Stanley and UBS. He believes every company deserves genuine mentorship despite its size or niche. Mr. Hung rounds out his time as a Managing Member of his family office fund, J Heart Ventures. He leverages prestigious degrees from renowned institutions, such as the University of Southern California (BSc Business Administration), London School of Economics (M.Sc. History of International Relations), Massachusetts Institute of Technology (MIT) (M.Eng.Supply Chain and Logistics), and The Wharton School at the University of Pennsylvania (MBA).
In this episode, Bradley Hamner sits down with Bronson Hill, the Managing Member of Bronson Equity, to discuss how to build true financial freedom through passive income. Bronson shares his journey as a general partner in 2,500 multifamily units valued at over $250M and how he raised over $45M for real estate and private equity deals.We dive into his best-selling book, Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less, and explore practical strategies for transitioning from active income to passive investments. Bronson also reveals the mindset shifts that helped him succeed and provides actionable tips for scaling wealth.Key Takeaways:How Bronson Hill transitioned from a traditional career to managing multifamily investments.The step-by-step process to replace your working income with passive income in just three years.Insights into structuring private equity deals and raising capital effectively.Why community is key: Bronson's experience leading The Wealth Forum for affluent investors.A behind-the-scenes look at The Mailbox Money Show and its focus on empowering investors.Featured Resources:Free Inflation 40 Page Guide: Text "INFLATION" to 33777Bronson Equity Website: www.BronsonEquity.comBronson's Book: Fire Yourself https://www.amazon.com/Fire-Yourself-Replace-Working-Passive/dp/B0CLFG4P83The Mailbox Money Show: Available on YouTube https://www.youtube.com/c/BronsonEquityConnect with Bronson Hill:YouTube: Bronson Equity Channel https://www.youtube.com/c/BronsonEquity Blog: Bronson's Blog https://bronsonequity.com/how-to-fire-yourself/ Tune in to this episode for actionable insights and inspiration to start building your wealth today!Subscribe & Review:If you enjoyed this episode, please subscribe and leave a review! Your feedback helps us bring you more expert insights and actionable advice for taking your business above and beyond.Thanks to our sponsors...BlueprintOS equips business owners to design and install an operating system that runs like clockwork. Through BlueprintOS, you will grow and develop your leadership, clarify your culture and business game plan, align your operations with your KPIs, develop a team of A-Players, and execute your playbooks. Register to join us at an upcoming WebClass, The Blueprint to S.C.A.L.E., and learn more about this system when you visit www.blueprintos.com!Autopilot Recruiting is a continuous recruiting service where you'll be assigned a recruiter that has been trained to recruit on your behalf every business day. Go to www.autopilotrecruiting.com to get started.Coach P found great success as an insurance agent and agency owner. He leads a large, stable team of professionals who are at the top of their game year after year. Now he shares the systems, processes, delegation, and specialization he developed along the way. Gain access to weekly training calls and mentoring at www.coachpconsulting.com. Be sure to mention the Above The Business Podcast when you get in touch.TodayApp is a corporate approved app that allows you to build custom activities and track all your commissions and bonus structures, and integrates perfectly with your CRM. It can even manage your employees' time, track production, have a leaderboard with metrics, and more. Contact Today App and for a custom demo and let them know you heard about...
On this channel, we often highlight abnormalities we notice in the financial markets. Today's guest actively embraces them as gifts from the investment gods. In his words: "Fortunately, the financial markets are often quite inefficient, presenting opportunities for us to generate substantial value for our clients' portfolios." So, where are the biggest inefficiencies in markets today? And what opportunities are they presenting? To find out, we have the great fortune to speak today with highly respected money manager Dave Iben, Chief Investment Officer, Managing Member, Founder, and Chairman of the Board of Kopernik Global Investors, as well as Portfolio Manager of its main funds. Kopernik manages $billions in client capital. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
New book alert! In this episode, Adam Torres and Bronson Hill, Managing Member at Bronson Equity, explore Bronson's new book, Rich Brain: How the Wealthy Change their Brain to Change their Bank Account. 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
New book alert! In this episode, Adam Torres and Bronson Hill, Managing Member at Bronson Equity, explore Bronson's new book, Rich Brain: How the Wealthy Change their Brain to Change their Bank Account. 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
Would you charge $25,000 on a credit card to renovate a property? How much profit can you earn from making such a bold move? In this episode, you'll discover the transformative journey of Ken Gee, a multifamily real estate expert with 25 years of experience. From his beginnings as a CPA at Deloitte to building a multimillion-dollar real estate portfolio, Ken shares hard-earned lessons, strategies, and insights to help you succeed in multifamily investing. Whether you're just starting out or scaling up, this episode is a must-listen for actionable advice and inspiring stories to inspire you to get into multifamily investing.Top three things you will learn: -Why multifamily investments often outperform single-family deals-How to overcome fears and make bold investment decisions-Critical strategies for adding value and boosting property returnsAbout Our Guest:Ken is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. He has more than 26 years of real estate, banking, private equity, and real estate investing experience. Throughout his career, Ken has been involved in transactions valued at more than $2.0 billion, including acquiring, managing, and financing various multifamily real estate projects.Before forming KRI Partners, Ken was a CPA with Deloitte in their tax & M&A practice. He is married and has three grown children. He enjoys learning, spending time with his family, and helping people create wealth through real estate so they can enjoy life as he has been able to.Connect with Ken Gee:-Website - www.kripartners.comFree IBCA or Financial Freedom Discovery Calls:-https://wealthwithoutwallstreet.com/freecallTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookJoin Our Next Inner Circle Live Event:-https://www.wealthwithoutwallstreet.com/live-Promo Code: PODCASTIBC Webinar:-https://wealthwithoutwallstreet.com/ibcApply to Join the Passive Income Mastermind:-https://wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin the Community:-https://wealthwithoutwallstreet.com/communityTake the Financial Freedom Analyzer:-https://wealthwithoutwallstreet.com/quizDiscover Your Path to Financial Freedom: -
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Cory Sims, AWMA®, CRPC®, CES, is the Founder, Managing Member, and Investment Advisory Representative for Sims Investment Management, LLC. Cory discusses his journey from a solo practitioner in 2013 to managing a firm with over $260 million in assets under management. Cory shares his early entrepreneurial spirit, his experience building a client base, and the importance of focusing on comprehensive financial planning. In this episode, Chris and Cory discuss: 1- Building the Business: Strategies and Challenges 2- The Importance of Client Relationships 3- Mentorship and Learning from Experience 4- Hiring and Developing Advisors LinkedIn: https://www.linkedin.com/in/cory-sims-971a9011/ Company LinkedIn: https://www.linkedin.com/company/sims-investment/ Website: https://www.simsinvestment.com/team-member/cory-sims Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
ABOUT CHRIS LENTOChris Lento is the Founder and Managing Member of EM Capital. He has a background in Mechanical Engineering from Carnegie Mellon and professional development training at Boston University and MIT. Chris has over twenty years of experience in multifamily ownership, management, and investing. In addition to his academic achievements, Chris serves as a Board Member for Bay Cove. His passion is a testament to his dedication to building a better quality of life, which carries over into his professional commitment to EM Capital and its investors. THIS TOPIC IN A NUTSHELL: Chris's journey to real estateFrom being an Aerospace Engineer to an InvestorFirst few investments before going full-timeWhy choose multifamily compared to other asset classes?What skills have you learned as an aerospace engineer that you applied to real estate?How do you choose which market to target?Financial metrics that you are looking for in a dealKnowing your investor's appetiteUsing your network to expand to new marketsAbout the 67-unit deal in Kentucky Challenges and lessons learned from this dealProperty Management and Value-Add Plan Connect with Chris KEY QUOTE: On Dealing with Property Managers:“I learned that once you feel something's not right here, something's probably not right. You can tell by how the property is performing, and how things are being handled.” SUMMARY OF BUSINESS:EM Capital is a trusted real estate investment firm located in Boston, MA, led by founder Chris Lento. We cater to accredited investors seeking to diversify their portfolio through multifamily real estate investments. We focus on providing both cash flow and asset appreciation, ensuring our investors benefit from balanced a investment strategy. ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #RealEstate #AparmentInvesting #AssetManagement #MultifamilyInvestment #CommercialRealEstate #CashFlow #MultifamilySyndication #InvestmentReturns #NewMarket #TargetMarket #DistributedPortfolio #AssetClasses #EmergingMarkets #TertiaryMarket #ValueAddPlan #StreamlinedAssetManagement #CapEx #AerospaceEngineer #CapitalExpenditures #CapitalImprovements #EconomiesOfScale #InvestorsApettite #PropertyManagement #PropertyManagers #LatestPodcastEpisode #RentalProperty #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH CHRIS LENTO:Website: https://emcapitalgroup.comLinkedIn: https://www.linkedin.com/in/christopherlento CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork
You can live your best life—financially, physically, and mentally! Next week, let's discover tools and insights to help you thrive in all areas. With the right mindset and resources, anything is achievable! Please join us on Marketing with Russ…aka #RussSelfie, Ep. 471 December 2, Monday, 8am Pacific Featuring Roger Martin Roger Martin is Co-Founder and Managing Member of RockBox Fitness and beem Light Sauna, leading franchises in health and wellness. He has extensive experience in pharmaceutical sales management, leadership, business development, strategic selling, contract negotiation, and marketing. His book “An Insider's Guide to Business: Secrets from an Entrepreneurs Playbook” is available on Amazon. He Hosts “ThriveMore with Roger Martin” podcast. Connect with Roger: LinkedIn: linkedin.com/in/realrogermartin Website: rockboxfitness.com, thrivemorebrands.com Email: rmartin@rockboxfitness.com Connect with Me:Website: https://www.russhedge.comEmail: russ@russhedge.com #thrive #health #wellness #connection #marketing #inspiration #InspirationSpecialist #InspirationalSpeaker
Welcome to Connect, a podcast featuring one-on-one interviews with some of the top movers and shakers in the mortgage industry. This week we welcome David Shirk, Managing Member, Shirk Law PLLC Episode discussion timestamps: 1:38 - Tell us how you got into legal representation for the mortgage business. 4:56 - What are some of the issues you're seeing in the market on this these days? 7:25 - How has the NAR settlement impacted real estate agent employment considerations? 10:27 - How does your firm set themselves apart from other law firms? 13:52 - Can you share with our listeners why your firm supports the California MBA? Register for California MBA's Legal Issues and Regulatory Compliance Conference: https://lirc24.events.cmba.com/ To learn more about the California MBA, visit cmba.com
AI continues to evolve. Peter Mares rejoins the podcast today to talk about how using AI can impact your business. Pete talks about the experience curve which plays such an important part into bring AI into your business. Peter J. Mares is a former partner at a “Big Four” accounting firm who brings an innovative and entrepreneurial background to the mid-market. He has a unique blend of consulting and corporate experience across a broad spectrum of industries. Peter is currently co-founder and Managing Member of G76.AI, a technology and advisory company that helps mid-market businesses grow sales and profits within their existing customer base by leveraging AI and applied analytics. Contact Information Peter Mares: https://g76.ai/about-us/#leadership or peterm@g76.ai Benny Carreon- Velocity Technology Group- benny@velocitytechnology.group Dennis Jackson-WorX Solution- dennisj@worxsolution.com www.wfhwith2guys.com
Featuring: John J Edwards, Bloomberg News Weekend Americas Managing Editor Thomas Hayes, Chairman and Managing Member at Great Hill Capital George Cipolloni, Portfolio Manager at Penn Mutual Asset Management See omnystudio.com/listener for privacy information.
Bernie Hansen is the Managing Member of BetterFedFoods. From transforming the precooked meats industry and launching prepared entrée products for food service to dedicating years of research to the benefits of essential fatty acids in animal diets, Bernie's work is far-reaching and includes connecting consumers to the farmers that produce their food. Want to know more about transforming the food industry? https://youtu.be/s9v36OouaIo Food as medicine? Yes. Watch here: https://youtu.be/sWe7VEhUfNM Soil and Human Health are Connected? Watch here: https://youtube.com/playlist?list=PLF-Hc8USB_JtS5EQqVuGgK-OueZZEz3vu&si=9iNglYjwNd2XUI4N *** Show notes and Links *** Subscribe to AgEmerge here: https://www.youtube.com/c/AgSolutionsNetwork Ag Solutions Network Socials: https://www.agsolutionsnetwork.com/agemergepodcast https://www.facebook.com/ASN.farm https://www.linkedin.com/company/agsolutionsnetwork https://twitter.com/POWER2GRO https://www.instagram.com/agsolutionsnetwork/ Ag Solutions Network website: https://www.agsolutionsnetwork.com/ Bernie launched BetterFedFoods LLC, a limited liability technology company based in Kansas and chartered in Delaware. It is the creator, developer, and administrative entity providing sponsorship and oversight among a coalition of established stakeholders that each contribute to a program of Better Fed Land, Better Fed Animals, and Better Fed People. With its stakeholders, BetterFedFoods will transform the U.S. agricultural system from one based on subsidies to one based on producer premiums, using Climate-Smart practices. Since 2006, Bernard L. Hansen has devoted his time to researching the beneficial role of essential fatty acids in animal diets. Lowering the Omega 6:3 ratio is essential in reducing inflammation to improve animal performance and production, including beef cattle, dairy, swine, and poultry. Over 10,000 data points and numerous commercial feed trials document that essential fatty acids increase fertility, decrease anti-biotic use, and provide a multitude of associated health benefits. Microalgae play a major role in the delivery of essential fatty acids when included in daily feed rations by feeding the micro-biome to improve gut health. BetterFedFoods partner NBO3 Technologies manufactures a microalgae-based feed nutrient, Great O Plus, which has sold to many feed suppliers across the United States. Other strains of microalgae play a similar role in feeding the microbiome in soil, improving soil organic matter (SOM), and increasing plant biomass and root structure. BetterFedFoods provides the A+ soil amendment for crops and pastureland using microalgae as a bio-stimulant to improve yield and protein. The BetterFedFoods coalition includes AgWise, a technology platform providing complete traceability of food products to educate producers and consumers about the benefits of verifying the BetterFedFoods program. BetterFedFoods was proud to receive the Texas Independent Cattlemen's Association 2024 Agri Business Award. Linking the producers to the consumer is our mission. https://betterfedfoods.com/ https://www.facebook.com/betterfedfoods Got questions you want answered? Send them our way and we'll do our best to research and find answers. Know someone you think would be great on the AgEmerge stage or podcast? Send your questions or suggestions to kim@asn.farm we'd love to hear from you.
Tony Rossabi, Founder and Managing Member of OCOLO, recently appeared on the Nomad Futurist podcast, sharing insights from his extensive 26-year career in the telecom and data center industry with hosts Nabeel Mahmood and Phillip Koblence.Rossabi grew up on the Upper West Side of New York City, where his professor parents instilled in him a love for learning. This academic background inspired Rossabi to pursue a law degree and briefly work as a district attorney in the U.S. Attorney's office in New York City. In 1998, Rossabi shifted his career path and joined a telecom startup, Justice Telecom. He recalls:"My best friend from growing up's college roommate started this company and they're like, 'Hey, you seem like an aggressive guy, come out here and let's have you run network services and procurement.'"This move marked the beginning of Rossabi's long career in the telecom and data center industry.Reflecting on the early days of the industry, Rossabi paints a vivid picture of the bustling conference scene and the excitement that surrounded this rapidly evolving field:“That's kind of how you meet people, and the conferences were much more abundant back then, and they were insane… This is when the heyday of telecom money was out of control.”Now leading OCOLO, an online marketplace for data centers, Rossabi remains deeply involved in the industry and further highlights the importance of community support within tech:"I think we talk a lot about making money, but not about helping others grow within the space, and I think that's critically important.”Rossabi's passion for the industry and appreciation for his learning experiences throughout the journey are evident. His path from law to telecom to data centers illustrates the dynamic nature of the tech industry and the opportunities it presents for career growth and evolution.Stay connected with Rossabi on LinkedIn to be part of his story as he navigates and shapes the ever-evolving landscape of the dynamic industry.
WIPL is back! Described as one of the “most inspiring and empowering women's conferences in the legal space,” Women, Influence & Power in Law (WIPL) offers an opportunity for unprecedented exchange with women in-house and outside counsel. This premier legal event, gathering 700+ senior female legal leaders for top-notch networking with peers and mentors, is being held in Chicago .. and Legal Speak is there once again for interviews with speakers and moderators from the amazing panels. In this episode, Host Cedra Mayfield sat down with Nicole Gill, the Chair and Managing Member of CODISCOVR.
Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: Wayne Zell, a renowned exit attorney, founder of Aspire to Exit, and CEO of Zell Law, shares insights from his 44-year career in estate planning, exit planning, and business law, which he has also written about in his book, “Your Multimillion-Dollar Exit”. Wayne emphasizes the importance of proper preparation for business exits, discussing key aspects such as valuation, personal financial planning, and management succession. Some common examples of proper documentation include accrual-based financial statements and proper employee documentation to facilitate smooth transactions. The conversation also touches on more complex considerations, such as the differences between strategic and private equity buyers and the complexities of stock purchases versus asset purchases. For more details and insights from his entrepreneurial journey, listen to the latest episode of The Exit. -- Wayne M. Zell, Esq. is an active speaker, award winning author, the CEO and Managing Member of Zell Law, and Founder of Aspire to Exit. He has been advising clients for over 30 years on business succession, business exits and estate planning. Wayne, a CExP (Certified Exit Planner) is an expert in complex estate planning, business planning, taxation and business exit strategies. Websites: https://www.zelllaw.com/ - https://www.blueprintforwealth.org/ LinkedIn: https://www.linkedin.com/in/wayne-zell-5aa1147/ Check Out Flippa's Data Insights Tool: https://flippa.com/data-insights -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/
Ken is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. He has more than 26 years of real estate, banking, private equity, and real estate investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, which has included the acquisition, management, and financing of various multifamily real estate projects. Before forming KRI Partners, Ken was a CPA with Deloitte in their tax & M&A practice. His major clients included some of the largest private equity and real estate firms in the U.S. Prior to his career at Deloitte, he was a commercial lender at a large regional bank in Cleveland (now part of PNC). Before that, he owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area where he trained pilots for the Delta Connection program. Ken is married and has three grown children. He enjoys learning, spending time with his family, and helping people create wealth through real estate so they can enjoy life as he has been able to. Summary In this episode of the Gentle Art of Crushing It podcast, host Randy Smith interviews Ken Gee, founder and president of KRI Partners. Ken shares his journey from being a CPA to a successful real estate investor, discussing the importance of team management, finding the right partners, and the transition to syndication. He emphasizes the significance of building investor confidence through a solid track record and transparency. Ken also shares insights on current market conditions, risk management strategies, and his disciplined approach to investing in multifamily properties in Florida. The conversation concludes with Ken's thoughts on investor education and his personal bucket list experiences. Takeaways Ken transitioned from CPA to real estate investor after realizing he wanted more time with his family. Starting in real estate can be done alongside a full-time job. Team management is crucial for scaling in real estate. Finding the right partners can help overcome initial liquidity and experience challenges. Syndication allowed Ken to expand his business into Florida. Building investor confidence relies on a solid track record and transparency. Ken follows four rules for choosing an operator: experience, track record, transparency, and putting investors first. Current portfolio performance is stable due to disciplined risk management. The market is expected to see increased deal velocity as more assets come to market. Investors should focus on education and understanding the real estate space. Chapters 00:00 - Introduction to Ken Gee and His Journey 02:59 - Transitioning from CPA to Real Estate Investor 05:57 - The Importance of Team and Management in Real Estate 08:52 - Finding the Right Partners and Scaling the Business 12:00 - Syndication and Expanding into Florida 14:50 - Building Investor Confidence and Track Record 17:57 - The Four Rules for Choosing an Operator 20:50 - Current Portfolio Performance and Risk Management 24:00 - Market Outlook and Future Deal Velocity 27:01 - Investor Experience and Fund Structure 30:05 - Final Thoughts and Bucket List Adventures Keywords real estate, investing, syndication, multifamily, portfolio management, investor education, risk management, Florida real estate, CPA, asset management RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor
Bradley is a Capital University Law School graduate and currently works as the Managing Member and Attorney at Miller Law and the Founder of the New Modern Lawyer Podcast. In this episode, I sit down with Bradley, a trailblazer in the world of virtual law firms. His path to becoming a lawyer is one of self-discovery and innovation, beginning with a dream of becoming a judge and evolving into something much more.Bradley and I dive into the early challenges he faced in law school, from the culture shock of transitioning from undergrad to navigating the rigors of 1L. But it was his unwavering solo attitude—his ability to carve out his path—that became a defining characteristic throughout his career.Right after law school, Bradley took the bold step of hanging his shingle. This move set the stage for him to join Burton Law and help pioneer one of the first virtual law firms—back in 2011 when working remotely as a lawyer was almost unheard of. Fast forward to the pandemic, and Bradley's approach became the blueprint for modern legal practice.We discuss his role as a lawyer transformation coach and his podcast, The New Modern Lawyer, where he shares key principles of virtual law and insights from the CLEs he's led over the years. Finally, we zero in on goal-setting and the importance of being intentional, specific, and relentless in pursuit of what you want.Bradley's wisdom on virtual law, personal discipline, and the future of the legal profession is not to be missed. For more insights, be sure to check out his podcast and follow him on LinkedIn.Bradley's LinkedIn: linkedin.com/in/bradleymillerBradley's Website: NewModernLawyer.comBe sure to check out the Official Sponsors for the Lawyers in the Making Podcast:Rhetoric - takes user briefs and motions and compares them against the text of opinions written by judges to identify ways to tailor their arguments to better persuade the judges handling their cases. Rhetoric's focus is on persuasion and helps users find new ways to improve their odds of success through more persuasive arguments. Find them here: userhetoric.comThe Law School Operating System™ Recorded Course - This course is for ambitious law students who want a proven, simple system to learn every topic in their classes to excel in class and on exams. Go to www.lisablasser.com, check out the student tab with course offerings, and use code LSOSNATE10 at checkout for 10% off Lisa's recorded course! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit lawyersinthemaking.substack.com
Running a successful business requires more than just creating an initial business plan. Join us in our new series as we dive into the complete journey of a business owner, exploring every stage from startup to exit, with valuable insights on how business owners should navigate both their business and personal lives, depending on their company's stage. In this episode, our hosts are joined by Sandy Coaker, CPA, Managing Member of the firm's Montgomery office and Daniel Hughes, CEO of Envolve LLC, to discuss the key segments of the Business Owner Lifecycle: Startup, Growth, Maturity, Transition and Freedom.In this episode, you'll hear:Discussion around the five stages of the Business Owner LifecycleHow to use the stages to be more proactive rather than reactiveHow to position your strategic plan to be adaptable throughout the different stages of businessTips for succession planningCharacteristics of a successful entrepreneur Resources for additional information:Podcast: Episode 48: Know and Grow [Taking Your Business from One Level to the Next] Blog: 4 Things To Do Before You Set Long-Term Business GoalsBlog: How to Create an Adaptable Business Plan That Can Roll With the PunchesBlog: How to Plan For Succession: Preserving, Protecting and Passing on Wealth
Rebrand Podcast: Marketing Campaigns Explained by the Brand & Agency
Kevin Smith, Founder and Managing Member at SmashBrand, delves into strategic rebranding for improved market penetration. It's a common mistake for early-stage companies entering a new product category to develop messaging that closely resembles that of their competitors. This lack of distinctiveness is the difference between brands that blend into the sea of sameness and brands that create their own category through messaging. Today, Kevin discusses how brands can create distinction in their messaging. Show NotesConnect With: Kevin Smith: Website // LinkedIn The Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Rebrand Podcast: Marketing Campaigns Explained by the Brand & Agency
Kevin Smith, Founder and Managing Member at SmashBrand, delves into strategic rebranding for improved market penetration. Many smaller brands make the mistake of hastily hiring a design firm and creating visually appealing packaging without data-driven optimization. The lack of a compelling value proposition and unique claims typically fails to stand out in their category and eventually, product discontinuation. Today, Kevin discusses rebranding for better market penetration. Show NotesConnect With: Kevin Smith: Website // LinkedIn The Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of our Member Spotlight podcast, Mark Gerson interviews Jon Weber, founder of Jon F Weber & Co., LLC, exploring the intricacies of corporate boards and the role of board members. Jon, a seasoned Board Member, Advisor, and Executive with over 20 years of experience, shares his insights from working with top institutional investors like Goldman Sachs, Icahn Enterprises, and Elliott Investment Management. With leadership roles including President of Icahn Enterprises (NYSE: IEP) and CEO of Philip Services, WestPoint Home, and Viskase, Jon brings a wealth of experience to the conversation. He also discusses his recent venture, Jon F Weber & Co., LLC, which assists creditors in value creation during post-restructuring.Tune in to learn about:The key differences between public, private equity, and post-reorganization boards.What to expect when serving on different types of boards and how to get involved as a board member.How aligning board roles with specific challenges can transform corporate governance and drive success.Learn more about 3i Members and follow us on LinkedIn for updates.Further reading:7 Deadly Sins of Post-Reorg BoardsGoverning the Post Restructured CompanyPicking Impactful Board Members
As the A's wrap up their final season in Oakland, the future of the Coliseum – the team's home for 56 years– may finally be coming into focus. The African American Sports and Entertainment Group (AASEG), a local Black-led development company, is set to purchase the site from the A's and the City of Oakland for over two hundred million dollars. The final signing of those deals, supporters say, will help Oakland balance a tight budget and provide economic opportunities for East Oakland. AASEG plans to fill the complex with housing, sports, entertainment, and retail projects. We'll talk with one of the developers and others about what's next for the site. Guests: Casey Pratt, Chief of Communications, Oakland Mayor Sheng Thao Dan Moore, Bay Area-based freelance writer, his work has appeared in The Atlantic, The San Francisco Chronicle, and The Ringer, where he's a contributor. He's also a nominee for the 2024 Dan Jenkins Medal for Excellence in Sportswriting. Ray Bobbitt, Founder and Managing Member, African American Sports and Entertainment Group David Peters, Founder, West Oakland Cultural Action Network. Oakland native and lifelong Oakland A's fan. -Founder, Black Liberation Walking Tour. Peters is a 3rd generation West Oakland resident and lifelong Oakland A's fan.
Ken Gee joins us today to talk about getting your first deal, structured funds, and his journey into real estate.Continue the conversation with Brian on LinkedInJoin our multifamily investing community for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitanThis episode originally aired on July 26, 2024----Watch the episode on YouTube: https://www.youtube.com/channel/UCcsYmSLMxQCA9hgt_PciN3g?sub_confirmation=1 Listen to us on your favorite podcast app:Apple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Instagram: https://www.instagram.com/diary_of_an_apartment_investor Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv ----Your host, Brian Briscoe, has owned over twenty apartment complexes worth hundreds of millions of dollars and is dedicated to helping aspiring apartment investors learn how to do the same. He founded the Tribe of Titans as his platform to educate aspiring apartment investors and is continually creating new content for the subscribers and coaching clients.He is the founder of Streamline Capital based in Salt Lake City, Utah, and is probably working on closing another apartment complex in the greater SLC area. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021 after 20 years of service.Connect with him on LinkedIn----Ken GeeKen is the Founder and Managing Member of KRI Partners, a real estate private equity and investor education firm. He has more than 26 years of real estate, banking, private equity, and real estate investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, which has included the acquisition, management, and financing of various multifamily real estate projects.Ken enjoys learning, spending time with his family, and helping people create wealth through real estate so they can enjoy life as he has been able to.Learn more about him at:https://www.kripartners.com/
At Murtha Cullina, Dena was the privacy group chair, She advises her clients on data that's shared. Dena was a Rhode Island Supreme Court clerk, We will chat about how her fascinating work!
Would you love to ditch the 9 to 5?Does the idea of passive income appeal to you?Want to know how to get started? Tune into today's episode of Get Your FILL, Financial Independence & Long Life, where Bronson Hill shares strategies for firing yourself and replacing your working income with passive income. Connect with Bronson: Facebook: https://www.facebook.com/BronsonEquity LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg Instagram: https://www.instagram.com/bronsonequity/ About Bronson: As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Glendale, CA called Investor to Investor (ITI) (www.ITIeducation.org). Bronson is the host of The Mailbox Money Show and he understands the investor mindset having spoken individually over the phone with over 1500 investors and having raised over $40M for real estate and his ATM Machine Fund deals. Bronson is the author of the book. Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less, and is a regular contributor to YouTube and his blog. Bronson leads an exclusive mastermind for affluent passive investors, providing unmatched investment opportunities within a growth-oriented community
In this episode, Steve Fretzin and Ray Koenig discuss:Developing a successful practice while remaining authentic to yourself. Integrating your charitable and civic pursuits into your successful private practice. Picking your extracurricular organizations intentionally and meaningfully. Benefiting from bar association participation and leadership. Key Takeaways:Try things you're afraid of - they're never as bad as you think they will be.You don't always need to tell people what type of lawyer you are - for the general public you can build yourself up as a trusted advisor who solves problems. Being part of organizations is not enough - you should be building relationships and participating actively in those organizations. It's not all about you. Be authentic, but also spotlight other people's successes too. "Pick a board, pick an organization, that's doing the things that you're really interested in, but at the same time, has kind of the audience - the donors, the board members - that are people that you want to get to know for professional reasons as well." — Ray Koenig Take the BE THAT LAWYER challenge at Fretzin.com/BTLChallenge! Thank you to our Sponsors!Ready to go from good to GOAT? Attend PIMCOM, the inaugural personal injury mastermind conference Sept 15-17, 2024. Use promo code BeThatLawyer to get $200.00 off at https://www.pimcon.org/Get Staffed Up: https://getstaffedup.com/bethatlawyer/Lawmatics: https://www.lawmatics.com/bethatlawyer/Rankings: https://rankings.io/ Episode References: Roy Sexton: https://www.linkedin.com/in/royesexton/@theBar Podcast: https://www.chicagobar.org/CBA/YLS_Law_Students/_theBar_Podcast.aspx About Ray Koenig: Ray Koenig represents individuals, families, financial and medical institutions, charities and governmental agencies in probate, trust, and guardianship controversies, including complex matters which require practical solutions. Ray continually provides quality, responsive, and efficient representation to his clients. Ray is dedicated to the needs of his clients, whether that requires aggressive advocacy in a courtroom, skilled negotiations to prevent or conclude litigation, or effective counseling to avoid future trust and estate controversies. Ray seeks ways to resolve difficult issues in the most effective manner possible. His success has resulted in appointments by judges as Guardian Ad Litem and defense counsel by judges in complicated guardianship matters, and as Special Administrator in problematic probate matters. Ray has decades of experience in a variety of aspects of controversies involving trusts, probate, guardianships and related fiduciary issues including will and trust contests, will and trust construction and reformation actions, citations to recover, breach of fiduciary duty claims, charitable disputes, and guardianship litigation. His years of practice have also resulted in his retention as an expert witness in matters involving guardianship and probate issues. His depth of knowledge has been informed by and led to many speaking engagements and publications. Ray serves as Co-Chair of the firm's global Litigation practice, and as an elected member of the firm's Executive Committee. Ray proudly served as Managing Member of the firm's Chicago office from 2011 to 2023. Connect with Ray Koenig: Website: https://www.clarkhill.com/people/ray-j-koenig-iii/Email: rkoenig@clarkhill.comLinkedIn: https://www.linkedin.com/in/raykoenig/LinkedIn: https://www.linkedin.com/company/clark-hill-law/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
In this episode, we sit down with Raj Tulshan, Managing Member of Loan Mantra, to explore the intricate world of business financing and growth strategies. Raj brings his extensive experience from Loan Mantra, a company dedicated to providing small and middle-market businesses with accessible and seamless funding options through their innovative fintech platform, BLUE™. Join us as we dive deep into: The importance of capital advisory services for small to mid-sized businesses. Navigating the complexities of securing various types of funding, including conventional, SBA, and MCA loans. How Loan Mantra's technology and financial expertise empower businesses to achieve their growth objectives. Raj's insights on the current financial landscape and future trends in business financing. Practical tips and strategies for maintaining smooth and profitable business operations. Whether you're a business owner looking for funding solutions or simply interested in the world of business finance, this episode is packed with valuable information and expert advice. Tune in to learn how to unlock your business's full potential with the right financial guidance and support. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: https://financial-freedom-for-physicians.ck.page/b4622e816d Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Join our Patreon Community: https://www.patreon.com/user?u=87512799 Join our Spotify Community: https://podcasters.spotify.com/pod/show/christopher-loo/subscribe Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024
Coming out of COVID, law firms are redefining themselves and adapting new operating models. At McGlinchey, we fine-tuned our operations under an initiative called #McGlincheyForward. In this episode, Mag Bickford, Managing Member of the New Orleans Office, and Zelma Murray Frederick, Managing Member of the Baton Rouge Office, discuss successes, challenges, and plans for continued growth in McGlinchey's Louisiana offices.
Doug Shea serves as the Managing Member of High Gravity LP Management, LLC. Doug is married with three children. Previously, Mr. Shea was a securities broker specializing in Natural resource and Real Estate Investments for almost ten years. He holds a Bachelor's of Science Degree in Natural Resources from Oregon State University and has previously held the Series 63 and a Series 22 Securities License. Mr. Shea., along with his brother Greg, evaluate each prospect and make collective decisions with the other Members of High Gravity Resources as to the viability of each prospect. Mr. Shea also shares responsibility for corporate compliance and due diligence. Listen to this insightful RIA episode with Doug Shea about transforming natural gas into profit. Here is what to expect on this week's show: - How Magnolia Energy's technology enables natural gas wells to produce more lucrative products like hydrogen or synthetic fuels instead of just selling natural gas. - Why there is a current surplus of natural gas. - How natural gas pricing is highly sensitive to regulatory decisions affecting future export capacities. - How Magnolia Energy has its own natural gas fields and wells but also collaborates with other operators interested in using their conversion technology. - How the technology not only offers higher returns but also significant tax benefits. Connect with Doug: Links Mentioned: magnoliaoilgas.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Yates is the Co-owner and COO of Centurica, a due diligence services firm that helps ecommerce entrepreneurs avoid scams, fraud, and unreliable information when purchasing an online business, website, or Amazon FBA account. He is also the Co-owner and CEO of Rhodium Weekend and the Co-founder and Managing Member of Vision Group Management, LLC. Throughout his career, Chris has built hundreds of websites, generated millions of dollars in sales, and successfully created, scaled, and sold multiple businesses. He has also been an advisor on more than $50 million in online business acquisitions and exits. In this episode… Do you want to know exactly what you're getting yourself into when purchasing an online business? Are you looking for advice and tools to help you identify — and avoid — risky deals? It's difficult to evade unnecessary risks when buying a business, especially as a new entrepreneur. You want to acquire a solid, profitable business — but how can you do so without hard-won experience under your belt to instruct you every step of the way? That's why Chris Yates is here today: to share his own accumulated wisdom about online businesses and help you identify common red flags to prevent a disastrous sale. In this re-released episode of the Quiet Light Podcast, Joe Valley sat down with Chris Yates, the Co-owner and COO of Centurica, to discuss the best-kept secrets for buying an online business. Listen in as Chris talks about his tips and tricks for diversifying risk, what to avoid when buying an Amazon FBA business, and how Centurica's MarketWatch tool is changing the game for buyers and sellers across the globe. Stay tuned!
This episode of The Crexi Podcast features industrial expert Todd Hamilton, Managing Partner at Citywide Commercial, discussing all aspects of Phoenix's industrial market.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate. Host Jessica LaRusso dives into conversation, covering Todd's 27-year career in commercial real estate, his transition from finance to real estate, his views on mentorship, and the valuable lessons he learned throughout his journey. They discuss the current industrial market conditions in Phoenix and nationally, the impact of high interest rates, and Todd's insights on the future of industrial real estate. Todd also shares his advice for newcomers looking to break into the industry, emphasizing the importance of networking and staying organized. Meet Todd Hamilton: Background and CareerTodd's Early Career and Transition to Real EstateMentorship and Key InfluencesAdvice for Aspiring Real Estate ProfessionalsDaily Habits and Personal InsightsCurrent State of the Industrial Real Estate MarketPhoenix's New Construction BoomImpact of Economic Factors on Real EstateDiverse Economy and Growth CatalystsWater and Power InfrastructureHigh Interest Rates and Market SlowdownInvestment Strategies and Market InsightsRapid Fire Questions and Personal InsightsFinal Thoughts and AdviceAbout Todd Hamilton:Todd Hamilton, Managing Member and Founder of Citywide Commercial and Hamilton Property Management, specializes in tailored investment, leasing, and property management strategies for industrial property owners. With 27 years in the industry, Todd has overseen transactions exceeding 155 million square feet, serving clients with an unwavering commitment to excellence and to consistently deliver results. Todd's expertise and professionalism make him a trusted advisor in commercial real estate, where his insights continue to shape prosperous outcomes for industrial property ventures. He has consistently been recognized as a top-producing industrial broker and received a number of industry awards from prestigious organizations including CCIM, SIOR, and ULI. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/ https://www.crexi.com/instagram https://www.crexi.com/facebook https://www.crexi.com/twitter https://www.crexi.com/linkedin https://www.youtube.com/crexi
Have you ever been interested in an executive role? Have you dreamed of an executive leadership position but never saw a PA in this role before? Are PAs even qualified to join the C suite? My friend, Michael McClain is here to answer these questions and more on today's episode! Let Michael serve as your example that PAs really can grow their careers and climb the corporate ladder to serve in healthcare leadership positions. Michael is the Founder and Managing Member for LeftCoast Healthcare Advisors, an ambulatory surgery strategic development, operations, and management firm. A former Hospitalist PA with over 25 years of healthcare experience, Michael has held leadership roles in several large and small healthcare organizations. Most recently, Michael was the Chief Executive for Ambulatory Surgery at Providence, overseeing more than 40 surgical facilities across 7 states. On today's episode, Michael breaks down the skills and steps needed for PAs to transition from a clinical role to an executive leadership role. If you dream of one day bringing your clinical knowledge and experience to an executive role leading a hospital organization, listen in to Michael's encouragement and tips on how you can make that dream come true! SPONSORS KML Expressions https://www.etsy.com/shop/KMLexpressions Freed AI [DISCOUNT CODE: PA50] https://www.getfreed.ai CONNECT WITH MICHAEL Website: www.lchadvisors.com LinkedIn: https://www.linkedin.com/in/michaelmcclainpac/ COACHING 1-ON-1 NEGOTIATION CONSULT https://calendly.com/the-pa-is-in/negotiate FREE 30-MINUTE COACHING CONSULT https://calendly.com/the-pa-is-in/gen-call LINKS EPISODE BLOG POST https://www.tracybingaman.com/blog TRACY ON INSTAGRAM https://www.instagram.com/mrstracybingaman/ TRACY ON LINKEDIN https://www.linkedin.com/in/tracybingaman/ SUPPORT THIS PODCAST: https://podcasters.spotify.com/pod/show/thepaisin/support --- Support this podcast: https://podcasters.spotify.com/pod/show/thepaisin/support
Do you love networking and meeting new people? Do you regularly spend time with high-net-worth individuals?Then you are a good fit for the capital raiser role in a multifamily general partnership.Christopher Price is the CEO of Red Fox Multifamily and Managing Member of Boost Capital Group. As both a passive and active investor, he has a portfolio of 1,200 units valued over $32.5M.With more than 20 years of experience in medical device sales, Christopher combines his network of professional connections with an outgoing personality to crush it as a capital raiser on the Boost team.On this episode of Financial Freedom with Real Estate Investing, Christopher joins me to explain how he got his start with single family rentals and what inspired his transition to multifamily.Christopher describes his role as the capital raiser in a GP, discussing how he attracts and educates potential investors about real estate opportunities.Listen in to understand Christopher's journey from passive to active apartment investor and learn how he is leveraging LinkedIn to expand his network of prospective LPs.For full episode show notes visit: https://themichaelblank.com/podcasts/session422/
Service Business Mastery - Business Tips and Strategies for the Service Industry
Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we're thrilled to introduce #Laura Kelly, the CEO of #Clover, and #Josh Kelly, Managing Member at #Clover. Josh and Laura are the dynamic duo behind Clover, leading with innovation and passion in the service industry. Their story is one of determination, dedication, and driving excellence in every aspect of their business. In this episode, here's what you can expect to learn: The Importance of Communication and Memory Differences Between Genders Roles and Responsibilities in Business Partnerships The Role of Maintaining Individual Identity within A Marriage. The Importance of Prioritizing Roles and Responsibilities The Importance of Chasing Purpose over Money. If you enjoy the episode, please don't hesitate to leave us a review (5 stars preferably
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
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Michael Leffell is the Managing Member of Portage Partners, Chairman of Canoe Intelligence, and Founder and Chairman of 10 East, an investment platform for sophisticated investors to access private markets by co-investing alongside Michael. Michael was former Deputy Executive Managing Member of Davidson Kempner, where he spent twenty-one years before retiring in 2010. He formed a family office shortly thereafter and developed Portage, Canoe, and 10 East out of his investing activities. Our conversation covers Michael's professional investment career, personal investing following his retirement, and businesses created from those activities. And a little disclaimer is in order: I've known Michael for about a decade, and after becoming impressed by the quality of 10 East's offerings, its research process, and high-quality investment team, I became an advisor to the organization and an investor in multiple offerings. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
“When I really found God, it really changed everything for me.” ~ Bronson HillGuest Bio: As the Managing Member of Bronson Equity, Bronson Hill is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Glendale, CA called Investor to Investor (ITI) (www.ITIeducation.org). Bronson is the host of The Mailbox Money Show and he understands the investor mindset, having spoken individually over the phone with over 1500 investors and having raised over $40M for real estate and his ATM Machine Fund deals. Bronson is the author of the book. Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less, and is a regular contributor to YouTube and his blog. Bronson leads an exclusive mastermind for affluent passive investors, providing unmatched investment opportunities within a growth-oriented community.SHOW NOTES: Website: www.BronsonEquity.comFacebook: https://www.facebook.com/BronsonEquityLinkedIn: https://www.linkedin.com/company/bronson-equity/mycompanyYoutube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfgInstagram: https://www.instagram.com/bronsonequity/ REMARKABLE LISTENER SPECIAL OFFER(S):“Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less” is now available for purchase. Say goodbye to financial worries and hello to a brighter future! GET YOUR COPY TODAY at https://bronsonequity.com/fireyourself CORE THEMES, KEYWORDS, & MENTIONS:God, Faith, church, youth pastor, childhood trauma, effects of divorce on the home, joy, eternal perspective, missionary to Africa, dying to self, mission field, porn, boundaries, sexual activity, sexual purity, building relationships, we reap what we sow, getting fired, stay calm, breath, mentors, Godly counsel, journaling, strengths finder test, medical device sales, surgical sales, overcoming your fears, pushing your limits, doing challenging things, facing fears, maritSupport the showWant Even More?