Podcasts about managing partners

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    Best podcasts about managing partners

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    Latest podcast episodes about managing partners

    Seattle Kitchen
    Hot Stove Society: Tamales & Mole + Celebrating Christmas German-style

    Seattle Kitchen

    Play Episode Listen Later Dec 6, 2025 89:00


    Jeremy Vrablik, Founder of Cascadia Foods — on the power of partnerships, turning wholesale produce into hunger relief and community impact // Eric Tanaka, Managing Partner of TD & Co. - culinary highlights from Mexico City // Tamales & Mole – celebrating Mexico’s iconic dishes // Erin Andrews, Founder and CEO of Indi Chocolate — bean-to-bar magic at Pike Place Market // Chefs Annie, Rasyidah, and Bridget – what the Hot Stove Sisters have in store // Celebrating Christmas German-style with Stollen and Glühwein // And of course, Food for Thought: Tasty Trivia!

    Smart Business Revolution
    Reinventing Success: From Athlete to CEO Community With Matt Sharrers

    Smart Business Revolution

    Play Episode Listen Later Dec 5, 2025 34:02


    Matt Sharrers is the Managing Partner of ETJ Advisory and Founder of ETJ Life, a private, invitation-only community that supports CEOs backed by private equity in navigating leadership transitions and building fulfilling lives. As the former CEO of SBI, Matt helped scale the company and guided it through multiple successful exits, while his current ventures draw on decades of executive leadership and board advisory experience.  A former professional hockey player who represented Canada at the national level, Matt is passionate about helping both elite athletes and business leaders achieve their highest potential. His work and recent book, The Second CEO, focus on the unique challenges and opportunities faced by CEOs in high-pressure, private-equity-backed environments. In this episode… The path to reinvention is rarely linear, especially when shifting from elite athletics to corporate leadership and then to entrepreneurship. Many high performers struggle to release old identities while stepping into roles that demand new skills, new mindsets, and deeper purpose. What does it really take to navigate such dramatic transitions, and how can you redefine success without losing yourself? Matt Sharrers, an expert in executive leadership and CEO advisory, shares how he progressed from professional hockey to corporate sales and ultimately to building a respected advisory practice and CEO community. Matt explains how shedding his athletic identity taught him resilience, why stepping in after a charismatic founder required deliberate, disciplined leadership, and how professionalizing a fast-growing organization prepared him for future transitions. Through stories and lessons learned, Matt demonstrates that reinvention thrives on ongoing reflection, courage, and an unwavering commitment to meaningful impact. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Matt Sharrers, Managing Partner of ETJ Advisory and Founder of ETJ Life, about navigating major career reinventions. Matt shares insights on scaling as a second CEO, building communities for high achievers, and designing a life anchored in purpose.

    Systems Simplified
    How Knight Campbell Merges Adventure and Leadership Development

    Systems Simplified

    Play Episode Listen Later Dec 5, 2025 31:58


    Introduction of the Guest Knight Campbell is the Founder and Managing Partner of Cairn Leadership Strategies, a company that uses outdoor adventure as a catalyst for leadership development. A former Naval Academy instructor and helicopter pilot, Knight combines his passion for experiential learning with evidence-based leadership principles. He also teaches leadership and strategy at the University of San Diego's business school and is currently pursuing a PhD in leadership studies.

    Scouting for Growth
    Andrei Craciunescu: Redesigning Insurance for the AI-Powered Startup Era

    Scouting for Growth

    Play Episode Listen Later Dec 4, 2025 35:42


    On this episode of the Scouting For Growth podcast, Sabine VdL talks to Andrei Craciunescu, founder and CEO or RiskCube about why the next generation of insurance will be built like software; adaptive, transparent, and embedded into every business platform. They also talk about how AI and data are transforming the role of the broker from middleman to intelligent orchestrator, and what the insurance experience of 2030 could look like when protection becomes invisible and trust becomes the new currency. KEY TAKEAWAYS What companies want from the insurance market is fast underwriting, not to talk with humans so much any more, especially startups, they want a quote in minutes not months. This is how we got into the segment where we offer business insurance for startups – mainly venture backed startups. There are some providers that already offer what we are doing, but there is no comparison. Every founder needs to go to every insurance company separately and ask for a quote, which often vary a lot – sometimes 40% difference between quotes. They spend a lot of time investigating these quotes which is expensive and hard to understand. RiskCube is an AI insurance agency for startups where founders can buy and manage insurance online. We looked at what an agency traditionally does; they have different processes in place like application for insurance, renewal, cancellation and claims. We tried to map out all these processes to see which can be done by AI agents. AI cannot solve the whole insurance value chain, but we see a huge adoption on the claims and applications processes. Generally, most founders don't really care which insurance company they're with, they care that they have somebody that really understand them as a customer. We want startups to come to us because they trust the system which provides a fast experience that works for them. It's not very complicated, what we do for them at the beginning, we provide a smooth process where we can say they have high, medium or low risk then evaluate different quotes for them. BEST MOMENTS  ‘Everybody's pushing on the AI front, but the insurance market is also evaluating if it's really necessary, it's not all in which is impressive.'  ‘We build the firm first and then embedded the technology inside the firm, this will make us defensible in the future because we will own the data in our agency and use it to train our own model.' ‘People are using a lot of AI nowadays, but nobody really understands where the data is going or hosted.' ‘Insurance companies tend to adapt AI for themselves, not for the whole market. We want to bring them all together in one channel.' ABOUT THE GUEST Andrei Craciunescu is redefining risk management with RiskCube, an AI-powered platform revolutionising insurance by streamlining risk assessments, accelerating quote processes, and providing real-time insights to help businesses secure coverage faster and smarter. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

    Unchained
    The Chopping Block: Token Launch Hype, L1 Wars & Prediction Market Breakouts - Ep. 969

    Unchained

    Play Episode Listen Later Dec 4, 2025 63:25


    Welcome to The Chopping Block — where Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner cover crypto's biggest moments. This week we're joined by Kevin from the Monad Foundation as we dig into the most chaotic token launch of the year. Monad goes live, CT explodes, and the tokenomics wars come roaring back — vesting, float, FDV, and why everything “just keeps going down.” We break down whether the world actually needs another L1, how hype creates impossible expectations, and how Kevin and the Monad team are handling the spotlight — and the hate. Then we shift to security chaos: Yearn's underflow hack, Anthropic's AI discovering real smart contract vulnerabilities, and “post-quantum” panic sweeping Crypto Twitter. Plus: BTC volatility, MicroStrategy drama, and prediction markets suddenly going mainstream. Show highlights

    REL Freedom Podcast
    Matthias Gruenwald - Turning Mobile Home Parks Into Gold

    REL Freedom Podcast

    Play Episode Listen Later Dec 4, 2025 32:12 Transcription Available


    Matthias Gruenwald is a seasoned real estate investor and operator with nearly two decades of experience transforming distressed properties into high-performing assets. Originally from Germany and now based in Greenville, SC, Matthias is the Co-Founder and Managing Partner of WCG Investments, where he oversees $20M in assets across 16 manufactured housing communities. With expertise in value-add strategies, mobile home parks, and multifamily and RV park redevelopment, Matthias has a proven track record in identifying undervalued properties and turning them into profitable investments. His hands-on approach and sharp operational mindset make him a standout in the affordable housing space, driving strong returns while creating thriving communities for residents and investors alike.FOLLOW MATTHIAS

    North Fulton Business Radio
    Ben Benson on M&A Pitfalls That Cost Sellers Millions

    North Fulton Business Radio

    Play Episode Listen Later Dec 4, 2025


    Ben Benson, Apexion Advisors, on M&A Advisory, Transaction Pitfalls, and Preparing Business Owners for Successful Exits (North Fulton Business Radio, Episode 918) In this episode of North Fulton Business Radio, host John Ray welcomes Ben Benson, Co-Founder and Managing Partner of Apexion Advisors, to discuss the flaws in the traditional M&A advisory model and how […]

    Rockstar CMO FM
    The Rockstar CMO Studio: Into the Brand to Demand Zone

    Rockstar CMO FM

    Play Episode Listen Later Dec 4, 2025 38:09


    This week, Jeff Clark, former Forrester Research Director, and our host Ian Truscott, Managing Partner at Velocity B, dive into a new report from 6Sense and Stein, called “Winning in the Brand to Demand Zone” authored by Marc Keating, Chief Innovation Officer at Stein, and Kerry Cunningham, Research and Thought Leadership, 6sense. That is based on an analysis of research from 1,000 6Sense customers. It's an extensive report, running to over 30 pages, and the chaps give it their 5 f'in' things treatment and pull out 5 points that caught their eye: The evolution of 95-5 rule to 3 states: split 60% out of market, 34% are actively evaluating, and 6% are ready to buy.  There's a semi-permeable membrane between in-market and out-of-market The new member of the buying group - our buyers' AI assistant Hidden buyers are a challenge The Category-Brand Matrix - Understanding where you are in the category As always, we welcome your feedback. If you have a hot topic you'd like us to discuss, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn Jeff Clark on LinkedIn Mentioned this week: The Brand-to-Demand Zone Playbook (Gated) Post on LinkedIn by Kerrry Cunnigham discussing the report Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: Stienski & Mass Media - We'll be right back DJ Khaled - All I Do Is Win (Official Video) ft. T-Pain, Ludacris, Rick Ross, Snoop Dogg You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Small Firm Philosophy podcast
    TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey

    Small Firm Philosophy podcast

    Play Episode Listen Later Dec 4, 2025 43:03


    Ready to turn data into your firm's competitive edge? This episode reveals how firm leaders are leveraging the National Management of an Accounting Practice (MAP) Survey, from the AICPA Private Companies Practice Section (PCPS) and CPA.com, to drive smarter decision-making and stay ahead in a rapidly evolving profession. Shayna Chapman, CPA.CITP, CGMA, CEO, Founder of Shaynaco LLC, and Brent Forbush, Managing Partner of Forbush & Associates, share practical insights on how to best use benchmarking data from the MAP Survey. The conversation highlights the importance of technology investment, especially AI, and the value of segmenting survey data for actionable comparisons. They share the key metrics that have helped their firms, encouraging others not to be overwhelmed by the breadth of available data. Lastly, the episode offers a forward-looking discussion on trends shaping the profession and insight into how participation in the MAP Survey can be a catalyst for transformation. The 2025 MAP Survey results and executive summary are now available, offering actionable data and practical takeaways for firms of all sizes. Download today! To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com  

    Better Money Better World
    #68 | How AgTech Innovation and Regenerative Investment Are Reshaping Food, Health, and Climate Outcomes

    Better Money Better World

    Play Episode Listen Later Dec 3, 2025 32:41


    Tune in to the most recent episode of Better Money Better World  with Daniel Pianko in a fascinating conversation about the future of agriculture and impact investing with Mark Lewis, Co-Founder and Managing Partner of Trailhead Capital.Regenerative agriculture isn't just a buzzword. It's emerging as a real poly solution to the so-called “polycrisis” impacting climate, water resources, biodiversity, and human health. Trailhead invests in technologies that enhance soil health, boost farmer profits, and deliver tangible environmental benefits.Whether you're a young professional or experienced investor, Mark Lewis advises: “Become a subject matter expert in something, build a really strong network, and learn the X's and O's as you go.” Passion and authentic engagement remain key in this transformative sector.Ready to learn more or get involved?Visit Impact Capital Managers to learn more about how investing for impact drives returns.More on Trailhead Capital at www.trailheadcap.com 

    Private Equity Podcast: Karma School of Business
    Private Equity Value Creation Through Focus, Culture, and Tenacity

    Private Equity Podcast: Karma School of Business

    Play Episode Listen Later Dec 3, 2025 58:25


    Eliot Kerlin, Founder and Managing Partner of Broadwing Capital, shares the unconventional path that took him from pre-med to private equity and the principles that now guide his firm's approach to building durable, high-performing companies. He unpacks Broadwing's value-creation playbook, the importance of forecasting NTM cash flow, and why culture, people analytics, and in-person leadership sit at the center of long-term success. Eliot also reflects on the tenacity required to launch a firm—and the clarity needed to focus on what truly matters. It's a grounded, thoughtful conversation that sharpens anyone building or leading in today's private equity landscape. Episode Highlights: 1:04 – Growing up in Texas, early influences, and the winding path from pre-med to finance 3:44 – Breaking into Wall Street from a non-target school and the power of persistence 10:51 – Lessons from hands-on jobs and how service work shapes leadership instincts 17:54 – What makes a "good business" vs. a "good investment" and why NTM cash flow matters most 26:55 – The tenacity and structure behind launching Broadwing Capital in a tough fundraising market 33:42 – How Broadwing builds culture, trust, and alignment inside portfolio companies 48:35 – Eliot's most influential books and the thinking frameworks he uses to lead and invest For more information on Broadwing Capital, go to https://broadwingcap.com/ For more information on Eliot Kerlin, go to https://www.linkedin.com/in/eliot-kerlin-89432b/

    Flavors of Northwest Arkansas
    Mockingbird Kitchen- Chrissy Sanderson & Leigh Helm

    Flavors of Northwest Arkansas

    Play Episode Listen Later Dec 3, 2025 65:32


    In this week's episode of the Flavors of Northwest Arkansas, we're in Fayetteville at Mockingbird Kitchen talking to co-owners Chrissy Sanderson & Leigh Helm, but before we get to them?!?! FOOD NEWS!! The Compton Hotel opened their three food and bev concepts, with Sestina, The Eddy, and Field Notes. We'll hear about the concepts from Founder, Managing Partner and Chief Vision Officer of Indigo Road, Steve Palmer. Hear how to win free tickets to Downtown Fayetteville's Holiday Haul Brunch Crawl! Speaking of Downtown Fayetteville, Maxine's is hosting their 12th Annual Nog-Off. We'll give you the deets! The Fry will be opening soon in downtown Bentonville. We'll tell you when! Looks like we're going to have three restaurant openings in January. We'll tell you who's close to opening their doors! Happy anniversary to Kosmos Greek Café. It's a BIG one! We go back to last April for this week's Flavors Flashback to hear from Nellie B's about moving from California and learning about dirt road deliveries!! This month is a very momentous one for Mockingbird Kitchen. Chef Chrissy Sanderson and Leigh Helm opened the restaurant a decade ago this month! They'll talk about what it was like getting the doors open back then, and how they've been able to thrive this long. They'll also talk about having to turn on a dime because of Covid. In fact, they'll tell us about the day it happened, what it was like having to deal with something that you can't prepare for, and how the community stepped up for them. Some fun stories there. Finally, the food. Upscale, approachable, fresh and scratch-made. I had my introduction to stir-fried farro with shrimp, and I'm an evangelist now- and that Mockingbird Pie? We talk about that and more next here on the Flavors of Northwest Arkansas.

    Inside Sources with Boyd Matheson
    Have Tariffs Stolen Christmas?

    Inside Sources with Boyd Matheson

    Play Episode Listen Later Dec 3, 2025 10:18


    Did the tariffs steal Christmas this year?  Holiday shoppers are shelling out more cash than ever — but it turns out you're paying MORE for LESS this holiday shopping season… Is it Tariffs? Inflation? International trade Attorney, Michelle Schulz, Founder and Managing Partner, Schulz Trade Law PLLC joins the show to discuss how tariffs are impacting consumers this holiday season.

    GrowthCap Insights
    Veteran Software Investor: PeakSpan's Phil Dur

    GrowthCap Insights

    Play Episode Listen Later Dec 3, 2025 31:45


    In this episode, we speak with Phil Dur, Co-Founder & Managing Partner of PeakSpan Capital, a leading growth equity firm focused exclusively on high-growth B2B software companies. Founded in 2015, PeakSpan manages $2.5 billion in assets and has a team of 24 investment professionals across its San Mateo and New York City offices. The firm has supported 54 software businesses, completed 19 full and partial exits, and raised approximately $1.9 billion in capital commitments, with each fund significantly oversubscribed. Before co-founding PeakSpan, Phil spent a decade at Investor Growth Capital, where he led software investing, and previously worked at Morgan Stanley Venture Partners and Morgan Stanley Capital Partners in technology investing roles. He is a graduate of Princeton University and the Stanford Graduate School of Business, and served as an officer in the U.S. Army Reserve for seven years. Phil was recently recognized as a Top Software Investor of 2025 by GrowthCap, and PeakSpan was named a Top Private Equity Firm of 2025. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.  

    Empowering Entrepreneurs The Harper+ Way
    Smart Income Shifting: Employing Your Kids for Tax Savings

    Empowering Entrepreneurs The Harper+ Way

    Play Episode Listen Later Dec 3, 2025 8:35 Transcription Available


    If you've ever thought about putting your kids to work (on the payroll, that is), here are practical tips and some fun stories that might just inspire you to take the plunge. You could end up saving money and setting up your kids for financial success down the road!Hey there, and welcome back to the "Empowering Entrepreneurs Podcast" with Glenn Harper and Julie Smith! This episode gets into something a lot of business owners have wondered about, but maybe haven't really dug into—can you actually pay your kids for helping out in your business? And what does that mean for your taxes?Glenn breaks down all the nitty-gritty IRS details and shares some smart ways to shift income, save on taxes, and teach your kids about money at the same time. Plus, Julie Smith adds her take on the real-life lessons kids get from rolling up their sleeves in the family business.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key takeaways for business owners:Tax-smart payroll: Paying your kids through your LLC or as a sole proprietor can offer major tax advantages, as you may avoid the extra 15% in employment taxes that corporations require.It's not just about taxes: Beyond dollars and cents, bringing your kids into your business teaches them real-world financial skills, from how payroll works to the power of compounding through Roth IRAs.Documentation and legitimacy matter: The IRS requires any payments to be reasonable for actual work performed—think marketing help, filing, or even social media management. Keep it legitimate!Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named...

    Lead-Lag Live
    Michael Burry's Warning, AI Math Reality, and the Hollowing Out of “Core”

    Lead-Lag Live

    Play Episode Listen Later Dec 3, 2025 24:34 Transcription Available


    In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry's warnings about depreciation manipulation, inflated AI earnings, and the concentration risk dominating today's market.From the speed of chip innovation to the widening gap between revenue and AI CapEx, Cogswell explains why valuations at the top of the S&P 500 may be far more stretched than investors realize — and why diversified, valuation-discipline strategies could be the antidote to extreme concentration.In this episode:– Why extending depreciation cycles may be inflating mega-cap earnings– How today's top 10 S&P names are valued above the peak of the tech bubble– What investors misunderstand about investing in AI– Why Running Oak has reduced tech exposure despite an AI revolution– How passive flows have hollowed out the core of the U.S. equity marketLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#RunningOak #Markets #TechValuations #AIBubble #PassiveInvesting #RiskManagement #Equities #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    The Information's 411
    Microsoft Lowers AI Sales Growth Targets, AI's Impact on Venture Capital & Travel | Dec 3, 2025

    The Information's 411

    Play Episode Listen Later Dec 3, 2025 35:00


    Microsoft Reporter Aaron Holmes talks with TITV Host Akash Pasricha about why Microsoft is lowering AI agent sales quotas and what this signals for the broader generative AI market. We also talk with Finance Editor Ken Brown about why credit ratings agencies are becoming central to the AI debt story, and Nnamdi Okike, Managing Partner and Co-Founder at 645 Ventures, on why VC fundraising is trending toward a decade low. Lastly, we get into the future of travel tech with Johannes Reck, Co-Founder & CEO of GetYourGuide, who discusses the European market and competition with Airbnb and Booking Holdings.Articles discussed on this episode: https://www.theinformation.com/articles/microsoft-lowers-ai-software-sales-quotas-customers-resist-newer-productshttps://www.theinformation.com/articles/s-p-takes-ai-debt-deals-crypto-giantsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

    Rail Group On Air
    Rob Russell – “Rail is a Precious Commodity”

    Rail Group On Air

    Play Episode Listen Later Dec 3, 2025 47:32


    Rob Russell, Managing Partner, Russell-Kroese Partners, joins Railway Age Editor-in-Chief William C. Vantuono for a wide-ranging discussion on the railroad industry and its future, with particular emphasis on the proposed Union Pacific-Norfolk Southern merger. Among the topics are the health of the rail industry from 2002 to present; the service and rate environment, the outlook for intermodal business; challenges with connecting to a railroad for carload customers; when railroads say “we're looking to grow,” what does “growth” really mean?; challenges for commercial professionals in the rail space; rail in the West vs. rail in the East; and “benefits” and “lookouts” for UP's acquisition of NS. Rob Russell is a seasoned transportation executive who operates fluidly from the boardroom to the shop floor. A certified six sigma black belt and a LEAN champion, Rob is a proven business leader who has a track record of strategy development, financial planning, business develop-ment, operations, and performance management to accomplish an organization's desired goals. Pulling from more than 23 years of executive logistics experience across CWR Solutions, OmniTRAX, Progressive Rail and Union Pacific, he brings passion, expertise and dedication to his clients. In addition to being a successful entrepreneur, Rob is recognized to excel within complex, high pressure organizations to achieve measurable and timely results by cultivating relationships, developing high performing teams, and delivering on time.

    Second in Command: The Chief Behind the Chief
    Ep. 532 - Next Level Planning Group Managing Partner Richard Scheele – The Untold Secrets Behind Leading a Rapidly Growing Organization

    Second in Command: The Chief Behind the Chief

    Play Episode Listen Later Dec 2, 2025 43:33


    In this episode of the Second in Command Podcast, co-host Sivana Brewer sits down with Richard Scheele, CFA, CFP, Managing Partner at Next Level Planning Group and longtime COO Alliance member.Richard takes us inside more than a decade of leadership evolution, from starting as an intern to stepping into the Managing Partner seat of a fast-growing financial planning firm. He shares candid stories about redefining his role, building systems around EOS, and learning to lead beyond his comfort zone. The conversation explores what happens when you outgrow your title, how teams mature into strategic thinkers, and why clarity—real clarity—changes everything.You'll hear how Richard and his team rebuilt their communication rhythms, created a shared playbook for decision-making, and shifted their mindset around accountability and alignment. It's an honest, practical look at what it really takes to scale without losing culture, trust, or your own sense of direction.Whether you're a second in command stepping into bigger shoes or a CEO looking to strengthen your leadership infrastructure, this episode will spark ideas you can use immediately.Timestamped Highlights00:00 The leadership lesson Richard wishes he'd learned earlier.02:10 Richard's growth from intern to Managing Partner.04:12 Why changing his title was critical for true alignment.06:25 How EOS reshaped communication and accountability.08:40 The value of an outside implementer for early EOS adopters.11:03 Richard's background in teaching economics and how it shaped his leadership style.13:18 Creating a decision-making playbook for future clarity.15:45 Balancing vision, strategy, and the daily operational grind.18:20 How curiosity and vulnerability strengthen team culture.21:03 Turning strategy into a team-driven discipline.23:30 The evolution of Next Level Planning Group's internal structure.27:05 Richard's biggest lessons from leading a rapidly growing organization.Resources MentionedEntrepreneurial Operating System (EOS)About the GuestRichard Scheele, CFA, CFP, is the Managing Partner at Next Level Planning Group, where he leads daily operations, strategic initiatives, and organizational coordination. Starting his career as an assistant portfolio analyst, Richard moved through roles in service, analysis, and financial planning before stepping into leadership. His background in teaching economics and his analytical approach to decision-making shape the way he develops talent, drives alignment, and supports long-term firm growth.

    Unchained
    Bits + Bips: Vanguard's Crypto U-Turn, Tether/MSTR FUD & Picking Future Winners - Ep. 967

    Unchained

    Play Episode Listen Later Dec 2, 2025 60:16


    Monday's selloff rattled the entire market—Bitcoin, equities, commodities, you name it. But beneath the volatility, something more structural may be happening. In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, Chris Perkins, and B+B OG previous host Alex Kruger break down one of the most confusing macro weeks of the year. They debate why high-beta assets snapped, whether a rotation into quality is underway, why institutions seem unfazed even as retail stays skittish, and share initial thoughts on Vanguard finally allowing clients to buy crypto. The crew also unpacks Strategy's chaotic comments about selling BTC, the Clarity Act's political hurdles, the CME outage that exposed systemic fragility, and the never-ending debate over Tether—profitability, reserves, and what institutions actually want from a stablecoin issuer. Sponsors: Uniswap Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Alex Kruger, founder of Asgard   Timestamps:

    The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants
    EP #62: Laura Cameron of Pinsent Masons on Law Firm Strategy and Leadership across 4 Continents

    The Law Firm Leadership Podcast | We Interview Corp Defense Law Firm Leaders, Partners, General Counsel and Legal Consultants

    Play Episode Listen Later Dec 2, 2025 28:43


    What happens when a 300-year-old law firm builds its future on client-led growth, global collaboration, and a culture that actually holds up across 29 offices?   Laura Cameron, Global Managing Partner of Pinsent Masons, shares how she won a contested election with a vision rooted in people, purpose, and progress. She explains why growth only works when clients lead the way, how culture becomes a selection tool, and why she tests every new hire for "chemistry" before skill. The conversation cuts through leadership theory to reveal what it really means to run a global firm, balancing expansion with consistency, and ambition with care.   Can a firm that old still move with agility? And how does a leader stay grounded while steering across continents and time zones? Laura answers both with candor, humor, and the kind of insight that makes longevity look anything but traditional.   Episode Breakdown: 00:00 Global Leadership at Pinsent Masons 02:47 Laura Cameron's Journey from Litigator to Managing Partner 10:14 Building a Unified Culture Across 29 Offices 14:02 The Future of Law: AI, Technology, and Private Capital 17:06 Leadership Advice for Aspiring Law Firm Partners 18:36 Geopolitical Risks and Global Operations 25:43 Why Pinsent Masons Is Expanding in China 27:13 The Future of the Legal Sector   Connect with Laura Cameron: Connect with Laura on LinkedIn Laura's Web Bio   Connect with Howard Rosenberg: Connect with Howard on LinkedIn Howard's Company Web Profile   Connect with Chris Batz: Connect with Chris on LinkedIn  Follow Columbus Street on LinkedIn Columbus Street Website  Podcast production and show notes provided by HiveCast.fm

    Elevating Brick & Mortar
    How FM Teams Drive Brand Success with Tom Kay, Managing partner at Efficio advisors

    Elevating Brick & Mortar

    Play Episode Listen Later Dec 2, 2025 52:50


    Tom Kay says the industry is at an inflection point — with technology, talent, and consumer expectations all shifting at once. Tom describes how facilities can shape the customer experience every day, and has never been more essential. The teams who embrace data, modern tools, and continuous upskilling will lead the next chapter of the built environment. Welcome to Elevating Brick and Mortar. A podcast about how operations and facilities drive brand performance.Today, we talk with Tom Kay, managing partner at Efficio Advisors. Efficio partners directly with CEOs and boards to cut through distraction, mitigate risks before they surface, and unlock sustainable growth.TIMESTAMPS01:18 - About Tom04:20 - Advising the industry12:34 - Is FM misunderstood?18:00 - The talent gap31:00 - The impact of new tech45:35 - Future thinking52:42 - Where to find Tom53:09 - Sid's takeawaysSPONSOR:ServiceChannel brings you peace of mind through peak facilities performance.Rest easy knowing your locations are:Offering the best possible guest experienceLiving up to brand standardsOperating with minimal downtimeServiceChannel partners with more than 500 leading brands globally to provide visibility across operations, the flexibility to grow and adapt to consumer expectations, and accelerated performance from their asset fleet and service providers.LINKS:Connect with Tom on LinkedInConnect with Sid Shetty on LinkedinCheck out the ServiceChannel Website Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Origins - A podcast about Limited Partners, created by Notation Capital
    Staying Small Despite Billion-Dollar Backings with Micah Rosenbloom

    Origins - A podcast about Limited Partners, created by Notation Capital

    Play Episode Listen Later Dec 2, 2025 44:57


    Micah Rosenbloom is a Managing Partner at Founder Collective, a firm dedicated to seed investing and, crucially, to keeping their fund sizes below $100 million. Micah talks with Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, to discuss Founder Collective's philosophy of keeping their fund size small to avoid the “billions or bust” mentality, how most investors have a bad track record of spotting trends at seed, and how consumer goods are still worthwhile investments even against the backdrop of AI. They also debate a recent post from Nick to get to the fundamental question of whether investors taking big risks are courageous or lucky.Learn more about Sapphire Partners: sapphireventures.com/sapphire-partnersLearn more about OpenLP: openlp.vcLearn more about Asylum Ventures: asylum.vcLearn more about Founder Collective: foundercollective.comFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcCHAPTERS:0:00 Welcome to Origins2:16 What Can Small Do For You?8:57-A Whole Team of Ex Operators14:52 How Micah's View of the Market Has Changed18:48-Why the Market's Tough Right Now21:49 Early Stage VCs Are Usually Seven Years Too Late30:14 Investing: Courage or Luck?42:59-Predictions for 2026

    Wake Up Call
    KFI 15th Annual Pastathon

    Wake Up Call

    Play Episode Listen Later Dec 2, 2025 38:09 Transcription Available


    Amy King hosts your Tuesday Wake Up Call LIVE from the Anaheim White House for 15th annual KFI Pastathon . The KFI Pastathon is a charity event hosted by KFI radio that benefits Caterina's Club, which helps feed children and families in need and provides them with job training. ABC News investigative reporter Peter Charalambous opens the show live from Luigi Mangione’s trial in New York. Amy talks with Alondra, a Katarinas club recipient. Managing Partner at Anaheim White House Restaurant Sylvano Ibay joins the show to talk about how they became involved with KFI & Caterina’s Club for the annual Pastathon charity event that helps feed thousands of children. Bloomberg’s Denise Pellegrini updates us on the latest in business and Wall Street. The show closes with the host of ‘How to Money’ Joel Larsgaard talking aboutSee omnystudio.com/listener for privacy information.

    Making the Museum
    What Is Sustainable Exhibition Design? with Douglas Flandro

    Making the Museum

    Play Episode Listen Later Dec 2, 2025 69:49


    How can we make our exhibitions more sustainable — in every way?Where do we start? What can museum teams learn from sustainability advancements in architecture? What's a “red list?” What is the difference between embodied and operational carbon? What does it mean to do “design for deconstruction?” And when can we all buy the upcoming “Sustainable Museum Exhibition Handbook?”Douglas Flandro (Exhibition Designer & Director of Sustainability, CambridgeSeven) discusses “What is Sustainable Exhibition Design?” with MtM host Jonathan Alger (Managing Partner, C&G Partners | The Exhibition and Experience Design Studio).Along the way: museum egos, dark skies, and heat islands.Talking Points:1. Embracing Imperfection2. Design for Human Health3. Design for Social Health and Equity4. Design for Ecosystem Health5. Design for Climate Health6. Design for the Circular EconomyHow to Listen:Listen on Apple Podcasts:https://podcasts.apple.com/us/podcast/making-the-museum/id1674901311  Listen on Spotify:https://open.spotify.com/show/6oP4QJR7yxv7Rs7VqIpI1G  Listen at Making the Museum, the Website:https://www.makingthemuseum.com/podcast  Links to Every Podcast Service, via Transistor:https://makingthemuseum.transistor.fm/ Guest Bio:Drawing on his background in theater and film design, Douglas Flandro is especially interested in sustainable exhibit design, new technologies, immersive experiences, experiential graphic design and hands-on interactive exhibits. He has designed exhibits and graphics for numerous science museums, children's museums, nature and visitor centers, aquariums, and zoos. As the firm's Director of Sustainability, Douglas leads CambridgeSeven's Sustainable Working Group and has taught and lectured at AAM, ASTC, Parson's School of Design, and the Rhode Island School of Design. He is the author of the forthcoming book, “The Sustainable Exhibition Handbook,” due to be released in the Spring of 2026.About Making the Museum:Making the Museum is hosted (podcast) and written (newsletter) by Jonathan Alger. MtM is a project of C&G Partners | The Exhibition and Experience Design Studio.Learn more about the creative work of C&G Partners:https://www.cgpartnersllc.com/ Links for This Episode:Douglas by Emaildflandro@cambridgeseven.com Douglas on LInkedinhttps://www.linkedin.com/in/douglas-flandro/ CambridgeSevenhttps://www.cambridgeseven.com The Sustainable Exhibition Design & Construction Toolkithttps://www.cambridgeseven.com/wp-content/uploads/2022/05/SEDC-Toolkit_v6_Sep2024.pdf The Museum Exhibition Materials Pledgehttps://www.mindfulmaterials.com/museum-materials-pledge The Gallery Climate Coalitionhttps://measure.galleryclimatecoalition.org/ The Bizot Green Protocolhttps://www.cimam.org/sustainability-and-ecology-museum-practice/bizot-green-protocol/ The Climate Toolkithttps://climatetoolkit.org/about/ Living Future (ILFI) Red List of Worst in Class Chemicalshttps://living-future.org/red-list/  Green Science Policy Institute Six Classes of Chemicalshttps://www.sixclasses.org/ DarkSky Internationalhttps://darksky.org/ Terrapin Bright Green 14+ Patterns of Biophilic Designhttps://www.terrapinbrightgreen.com/report/14-patterns/ The Design Museum, "The Waste Age: What can design do?"https://designmuseum.org/exhibitions/waste-age-what-can-design-do Links for Making the Museum, the Podcast:Contact Making the Museumhttps://www.makingthemuseum.com/contact  Host Jonathan Alger, Managing Partner of C&G Partners, on LinkedInhttps://www.linkedin.com/in/jonathanalger  Email Jonathan Algeralger@cgpartnersllc.com  C&G Partners | The Exhibition and Experience Design Studiohttps://www.cgpartnersllc.com/  Making the Museum, the Newsletter:Like the show? You might enjoy the newsletter. Making the Museum is also a free weekly professional development email for exhibition practitioners, museum leaders, and visitor experience professionals. (And newsletter subscribers are the first to hear about new episodes of this podcast.)Join hundreds of your peers with a one-minute read, three times a week. Invest in your career with a diverse, regular feed of planning and design insights, practical tips, and tested strategies — including thought-provoking approaches to technology, experience design, audience, budgeting, content, and project management.Subscribe to the newsletter:https://www.makingthemuseum.com/

    Capitalist Culture
    The Capital Partner Every Founder Wants: How Tim Bello Built a Culture First Wealth Engine and Redefined Leadership

    Capitalist Culture

    Play Episode Listen Later Dec 2, 2025 65:46


    I'm thrilled to share some incredible insights from my latest podcast episode with Tim Bello, Managing Partner of Merchant Investment Management. Tim's journey in the wealth and asset management industry is nothing short of inspiring, and I can't wait for you to dive into our conversation.Here are some key takeaways and intriguing points we covered:Key Lessons and Ideas:  • Early Career Insights: Tim started at Permal, a hedge fund of funds, where he learned that hard work and people always matter. Fun fact: he initially thought a hedge fund was a shrubbery company!  • Skybridge Capital Transformation: Tim played a pivotal role in transforming Skybridge into a democratized hedge fund of funds operation, emphasizing the importance of strategic acquisitions and partnerships.  • The Birth of Merchant: Inspired by Cheryl Penny's vision for independent wealth management, Tim co-founded Merchant to offer a unique minority, non-controlling capital partnership model. This approach aligns capital with culture and long-term enterprise value.  • Leadership Through Volatility: Tim shared valuable leadership lessons, emphasizing the power of fear, the importance of not getting drunk on your own Kool-Aid, and the need for leaders to let their teams breathe and operate independently.  • Capital Partnership Philosophy: Merchant focuses on alignment over control, offering equity capital partnerships, custom credit solutions, essential business services, and alternative investment solutions. This holistic approach ensures businesses can grow multigenerationally while maintaining their identity.  • People Over Capital: Tim stressed that in evaluating partnerships, people matter more than the capital itself. Understanding the management team, their commitment, and their culture is crucial for long-term success.  • Culture as a Non-Negotiable: Ignoring culture in partnerships can lead to misery. Tim highlighted the importance of understanding the energy and culture of potential partners to predict future success.  • Personal Definition of Success: For Tim, success is about family, health, and having a real purpose in life. Money is secondary to the love and engagement with his family.Curiosities and Fun Facts:  • Tim's journey from thinking hedge funds were shrubbery companies to leading a firm with over 120 partnerships across six countries.  • The importance of not rushing to judgment and avoiding emotional reactions in leadership.  • The role of capitalism and free enterprise in enabling opportunities and achievements.  • Tim's personal mantra: “Pay attention to the little things, for one day you'll realize they were the big things.”I hope these highlights spark your curiosity and entice you to listen to the full episode. Tim's insights are not only valuable for those in the wealth management industry but for anyone looking to build meaningful, long-lasting partnerships and lead with purpose.Tune in to the episode here: https://www.capitalistculture.com/ and let me know what you think!Stay curious and keep learning,Send us a textConnect with Kip on LinkedInhttps://www.linkedin.com/in/kipknippel/Watch Bite-Sized Clips on YouTubehttps://www.youtube.com/@capitalistculture/shorts

    SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing
    Venture Capital's New Frontier: Why India Wins in AgriTech, Rural Fintech, & Climate Resilience

    SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

    Play Episode Listen Later Dec 2, 2025 85:38


    My guest is Mark Kahn, Managing Partner at Omnivore, a $295 million venture capital firm investing in startups across agriculture, food, and the rural economy in India, focused on climate risk resilience.In this episode, we talk about how venture capital can be redesigned to fund climate adaptation in the real economy, and still deliver real returns.Mark shares what he's learned from over a decade investing in agritech and climate adaptation in India, and why institutional investors continue to underestimate the opportunity in emerging markets.We also discuss:how Omnivore balances financial returns with measurable impactwhy fintech for inclusion is key to rural transformationwhy fund managers need to build for climate resilience, not just growthTune in to hear why India may be the most logical and overlooked bet in climate-smart venture capital. And why it's time to fund adaptation before it's too late.—Intro (00:00)Childhood shaped by global curiosity and diversity (03:57)Disappointment with Penn's pre-professional culture (10:51)Burned out from early political consulting career (13:07)Harvard project with ITC ignites India focus (18:40)Omnivore's origin and spinout from Godrej Agrovet (27:26)Omnivore - high-level overview (35:09)Climate adaptation over mitigation in India (41:35)Investment strategy organized around four business models (43:24)Impact measurement - standardized IMM and field surveys (51:29)Agritech startups must mature into agribusinesses (58:21)Global capital still overlooks India's VC opportunities (01:02:20)India's life sciences sector limited by talent shortages (01:06:06)Alternative protein is culturally irrelevant for India (01:10:41)Agricultural subsidies need replacing with direct transfers (01:14:17)Rapid-fire questions (01:19:58)Contact info (01:23:31)— Discover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update —Additional Resources:Mark Kahn LinkedIn Omnivore Website

    The Connected Advisor
    Connecting Advisors and Investors to the Innovation Economy with Mark Buffington

    The Connected Advisor

    Play Episode Listen Later Dec 2, 2025 46:50


    Episode 121: This week, Kyle Van Pelt talks with Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Since founding BIP Capital, Mark has helped shape the firm into one of the most active and respected investment brands outside Silicon Valley. He's also spearheaded several of its most forward-thinking initiatives, from a private-equity Evergreen BDC to a proprietary deep-data AI platform and a Performance Engineering framework built to create category-leading companies and deliver premium exits. Mark and Kyle explore what it takes to build a wealth advisory practice that blends growth, service, and innovation. Mark explains the regulatory and educational hurdles that have historically kept most individuals at arm's length from the innovation economy—and the unconventional solution BIP created to bridge that gap. He also breaks down how BIP adapted “performance engineering” principles from its tech portfolio to transform business culture and fuel record-breaking growth in the wealth management space. In this episode: (00:00) - Intro (02:30) - Mark's money moment (08:50) - Why individuals struggle to access private markets (15:08) - How BIP connects investors to alternative and private market opportunities (23:32) - Bringing “performance engineering” into BIP's business strategy (27:46) - The challenge of building a sales culture on top of a service culture (31:43) - The internal and external tech stack powering BIP's growth (37:15) - Mark's outlook on the future of financial services (43:16) - Mark's Milemarker minute Key Takeaways A sales culture can enhance—not replace—service excellence. A strong service-driven culture doesn't conflict with growth. When layered thoughtfully, a disciplined sales and marketing process amplifies the value you deliver while expanding your firm's reach. The traditional advisory value proposition isn't enough. As the industry becomes more complex and competitive, simple asset allocation or basic planning won't consistently attract or retain clients. Advisors need differentiated value supported by expertise, technology, and innovation. Technology is a strategic advantage when you control it. Building or owning your tech and data enables better decisions, stronger efficiency, and a better client experience—especially as AI accelerates what's possible. Innovation removes structural barriers. Regulation, access limitations, and operational friction often hold back growth. Firms that find creative ways to overcome those barriers can separate themselves from competitors and unlock new opportunities. Quotes "The market shifted. Traditional advisors that provide basic asset allocation and some basic planning are not enough to win and keep business consistently." ~ Mark Buffington "In a world where advisors are increasingly under competitive pressure, how do we give them an advantage? Technologically, with AI and with private market products, and in ways that integrate with their workflows." ~ Mark Buffington "We are in the advice business, but we're also in the worry elimination business. The real value to individuals with complex lives, who are raising kids and trying to manage their own careers, is to take that worry and concern off their plates." ~ Mark Buffington Links  Mark Buffington on LinkedIn Bill Harris BIP Capital BIP Ventures BIP Wealth iCapital CAIS Charles Schwab Christy Johnson Andrew Somoza Hart Williford Tamarac | Envestnet Orion Advisor Solutions Envestnet | MoneyGuide eMoney Advisor Plaid Skin in the Game Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube

    Wicked Pissah Podcast
    #273 - Private Equity Investing with Rob Hatch of Constitution Capital Partners

    Wicked Pissah Podcast

    Play Episode Listen Later Dec 2, 2025 48:43


    Private Equity Investing with Rob Hatch of Constitution Capital Partners Host Brad Wright is joined by Rob Hatch, Managing Partner of Constitution Capital Partners. Rob was one of the founding partners of Constitution Capital. Prior to joining Constitution Capital, he was an Investment Director at Standard Life Investments Private Equity USA. Previously, Rob worked at Argo Global Capital. He began his career in the investment banking group of State Street Corporation. Rob earned his MBA from The Tuck School of Business at Dartmouth and his undergraduate degree from Harvard University in Applied Mathematics and Statistics. He is a CFA charter holder.   They discuss: Private Equity and Credit How to source potential companies to invest in The difference between Co-Investing and a Secondary Investment The possibility of private equity as a 401(k) investment option   Constitution Capital Partners   Website: https://ccaf.com/ Contact: Josh Gilbert, jgilbert@concp.com ·      For more info ·      To be invited to their quarterly webinars        

    Adpodcast
    Brett Banker & Eric Segal - Co Founders - X&O

    Adpodcast

    Play Episode Listen Later Dec 2, 2025 61:48


    Brett Banker is co-founder of X&O and former Managing Partner & Head of Account Management at a two-time “Agency of the Year.” He's led brand and business strategy for major clients including consumer-packaged goods, media, food, and sports brands such as Procter & Gamble, NBCUniversal, Panera Bread & National Football League (NFL). Brett also pursues entrepreneurial passions outside agency life — from DTC ventures to cooking and golf — bringing a grounded, multi-faceted perspective to brand building. Eric Segal is co-founder of X&O. and a veteran creative leader: former Chief Creative Officer at an award-winning agency, with a track record that includes working on several Top-10 Super Bowl commercials. He's earned awards and recognition at major creative competitions — including Cannes Lions International Festival of Creativity, D&AD, The One Show, Effies, and Emmys — and his work has ranged from brand campaigns to large-scale advertising for clients across industries.

    Animal Spirits Podcast
    Talk Your Book: The Psychology of Income

    Animal Spirits Podcast

    Play Episode Listen Later Dec 1, 2025 24:55


    On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Troy Cates, Co-Founder, Managing Partner at NEOS Investments to discuss: options-based income ETFs, why investors love yield so much, how to hedge using options and more. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Becker Group C-Suite Reports Business of Private Equity
    Howard Klieger on Building True Wealth Through Planning and Behavior 12-1-25

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Dec 1, 2025 33:19


    In this episode, Howard Klieger, Founder and Managing Partner of Walled Lake Planning and Wealth Management, discusses his path from broker to planner, the psychology behind investing, and the importance of clear family communication and thoughtful portfolio design.

    Capital Allocators
    John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)

    Capital Allocators

    Play Episode Listen Later Dec 1, 2025 55:42


    John Khoury is the Founder and Managing Partner of Long Pond Capital, a hedge fund that specializes in publicly traded real estate securities. After 15 years in the business, Long Pond is one of the few remaining firms in the niche. Long Pond recently launched an active ETF, ticker: LPRE, which invests in the most attractively priced stocks from Long Pond's list of the highest-quality real estate businesses.  Our conversation covers John's path into public real estate investing, changes in the investable universe, and the impact of passive flows and pod shops on the sector. We turn to Long Pond's investment process, focused on identifying and exploiting asymmetry, and cover John's perspectives on the major real estate sub-sectors. We close with a discussion of Long Pond's new actively managed ETF.  Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

    Restaurant Unstoppable with Eric Cacciatore
    1236: Jim Hallers, Founder & Managing Partner of Citizens Grill and Tailgators

    Restaurant Unstoppable with Eric Cacciatore

    Play Episode Listen Later Dec 1, 2025 212:03


    Jim Hallers is owner/co-owner of 8 bars and restaurants in the Magnolia/Woodlands Texas area of Texas. He opened his first restaurant, Tailgators, in 2009 at the age of 46 after a long and successful career in Information Technology. Today, his portfolio includes Citizens Grill, The Republic Grille, Good Charlie's Oyster Bar and Kitchen, 2 distinct dive bars and 4 Tailgators. His 8 restaurants bring in 23 millions dollars in revenue. Join RULibrary: www.restaurantunstoppable.com/RULibrary Join RULive: www.restaurantunstoppable.com/live Set Up your RUEvolve 1:1: www.restaurantunstoppable.com/evolve Subscribe on YouTube: https://youtube.com/restaurantunstoppable Subscribe to our email newsletter: https://www.restaurantunstoppable.com/ Today's sponsors: Cerboni - Cerboni is an all-in-one financial solution for restaurants. Reliable tax preparation & Business incorporation. Seamless Payroll and compliance report. Strategic CFO Services That Drive Business Growth. Detailed, custom reporting for complete financial clarity. Dedicated support for restaurants & Multi-location businesses. End-to-end financial management under one roof.   Meez: Are you a chef, owner, operator, or manage recipes in professional kitchens? meez is built just for you. Organize, share, prep, and scale recipes like never before. Plus, engineer your menu in real-time and get accurate food costs. Sign up for free today and get 2 FREE months of invoice processing as a listener of the Restaurant Unstoppable Podcast. Visit getmeez.com/unstoppable to learn more.   US Foods®. Make running your foodservice operation easier and more efficient with solutions from US Foods®. Utilize a suite of digital tools, like the all-in-one foodservice app MOXē®, and enjoy exclusive access to quality Exclusive Brands products. Learn how partnering with US Foods helps you get more out of your business by visiting www.usfoods.com/expectmore Restaurant Systems Pro - Lower your prime cost by $1,000, and get paid $1,000 with the Restaurant Systems Pro 30-Day Prime Cost Challenge. If you successfully improve your prime cost by $1,000 or more compared to the same 30-day period last year, Restaurant Systems Pro will pay you $1,000. It's a "reverse guarantee."  Let's make 2026 the year your restaurant thrives. Today's guest recommends: 7Shifts Guest contact info:  LinkedIn: https://www.linkedin.com/in/hallers/ Thanks for listening! Rate the podcast, subscribe, and share! 

    Business for Good Podcast
    From Oil Wells to Oak Trees: Ben Dell's Half-Billion-Dollar Pivot to Carbon Offsetting

    Business for Good Podcast

    Play Episode Listen Later Dec 1, 2025 30:50


    What if planting trees could be not just good for the planet, but also a profitable business? In this episode, I'm talking with Ben Dell, the founder and CEO of Chestnut Carbon — a company that's raised nearly $400 million, including $250 million of that in 2025, to turn farmland back into thriving native forests across the United States. And he's already forging major carbon removal deals with the likes of Microsoft and Mercedes F1. Ben's journey is a fascinating one: he began his career in oil and gas private equity, helping fossil-fuel companies optimize their operations. But during the pandemic, he had what you might call a carbon epiphany. Seeing how few trustworthy carbon-removal projects existed, he decided to create his own — one that would make measurable, verifiable, and permanent carbon storage not just possible, but investable. In our conversation, Ben explains why carbon is a commodity, and how to prove you've really stored it. He talks about how Chestnut buys up marginal cattle-grazed land and restores it into biodiverse forests — with already more than 17 million trees planted. And he goes over why he proudly calls Chestnut "conservation for profit" — a business model that needs no subsidies, just land, good science, and a lot of patience. Ben also talks about the challenges of scaling a nature-based startup, the importance of grit over glamour, and why he believes restoring forests can be one of America's most investable climate solutions. So if you've ever wondered how capitalism might actually reverse deforestation — not cause it — this episode will give you a hopeful, grounded look at what that future could look like. Discussed in this episode Ben is a managing partner at Kimmeridge. Business Insider profile and a Wall Street Journal profile on Ben's work. Our past episode with author Mike Grunwald. You can see Chestnut's patent, "Systems and methods for forest surveying," here. Chestnut's offtake partnership with Microsoft and a similar agreement with Mercedes F1. Ben recommends podcasts such as Lex Fridman's and Invest Like the Best. Get to Know Ben Dell Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new geological opportunities and in the negotiation and execution of investment strategies.  Prior to founding Kimmeridge, Mr. Dell was a Senior Equity Research Analyst for Oil and Gas Exploration and Production (E&P) at Sanford C. Bernstein, where he was ranked first three times in the Institutional Investor Research Survey for coverage of E&Ps. Mr. Dell was also ranked for Natural Gas and for Oil Services and Equipment coverage. Mr. Dell joined Sanford C. Bernstein in 2003. Prior to joining Bernstein, Mr. Dell was employed at British Petroleum (BP) in its M&A and finance group. Before moving into the finance field, Mr. Dell also held positions as an exploration geologist and geophysicist across several of BP's regional business units.  Mr. Dell is currently CEO of Chestnut Carbon, a nature-based carbon removal developer and is on the Board of Caturus HoldCo, LLC., a large private natural gas producer in South Texas. He previously held positions as Chairman of the Board and interim CEO of Civitas Resources, Inc. ("Civitas"), a company that formed from the merger of Extraction Oil & Gas, Inc. and Bonanza Creek Energy, Inc.  Mr. Dell earned an undergraduate degree and a master's degree in Earth Sciences from St. Peter's College, Oxford.

    Investing in Impact
    Financing Restoration: How Ecosystem Investment Partners Turns Environmental Law into Real Assets

    Investing in Impact

    Play Episode Listen Later Dec 1, 2025 25:47


    This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.----------------------------------------In episode 93 of the Investing in Impact podcast, I sit down with Nick Dilks, Co Founder and Managing Partner of Ecosystem Investment Partners (EIP), a firm that has quietly become one of the most important players in large scale ecological restoration in the United States.Nick grew up splitting time between Philadelphia and a family farm on the Chesapeake Bay. That early exposure to land and water shaped a life long focus on conservation. After a decade at The Conservation Fund structuring complex land deals, he co founded EIP in 2006 to answer a simple but difficult question.Can you use private capital, at scale, to restore degraded ecosystems while still meeting the financial expectations of institutional investorsOver almost twenty years, EIP has shown that the answer is yes.The firm acquires degraded land, restores wetlands, streams, and habitats, then sells mitigation credits to public and private developers that are required by law to offset their environmental impacts. It is a space where environmental protection, infrastructure, housing, and finance all intersect.In this conversation, Nick explains how mitigation banking actually works, why these markets are fully regulated and compulsory, how a new 400 million dollar fund will expand EIP's work, and why he believes more young people should bring serious financial skills into the environmental sector. ----------------------------------------Investing in Impact is powered by Causeartist, a nonprofit media company dedicated to bridging the gap between capital and culture by spotlighting founders, investors, and organizations reimagining how business can serve people and the planet.Through storytelling, events, and open-access education, Causeartist helps create a shared language of impact, inspiring more founders to build with purpose and more funders to invest with intention.By amplifying ideas and innovations across industries, Causeartist transforms awareness into action and cultivates a community where paying it forward is part of the foundation for growth.

    Brilliant People Podcast
    Brian Neider: Managing Partner at Lead Edge Capital on the Strike Zone Strategy Behind $5B of Growth | E29

    Brilliant People Podcast

    Play Episode Listen Later Dec 1, 2025 53:01


    What does it take to build a top-performing growth equity firm in a market defined by hype cycles, capital oversupply, and shifting investor expectations?In this episode, host Linnea Jungnelius sits down with Brian Neider, Managing Partner at Lead Edge Capital, a $5B global growth equity firm behind category-defining companies like Toast, Spotify, Alibaba, and Duo Security. As one of the original builders of Lead Edge, Brian has spent two decades refining one of the most disciplined investing models in the industry — a framework rooted in focus, consistency, and an unrivaled network of 700+ operator LPs.From staying “militantly” true to your strike zone, to navigating the aftermath of the 2020–2021 capital cycle, to separating real AI traction from experimental noise, Brian breaks down what great investors and great firms do differently. For growth equity investors, founders, and anyone responsible for capital allocation, this conversation reveals why discipline compounds, how strategy integrity drives DPI, and what it truly means to build a fund that becomes a company.What You'll Learn:• Why staying in your strike zone is the most underrated competitive advantage in growth equity.• How Lead Edge built a network of 700 operator LPs and activates them.• How to evaluate companies in the post–“growth at all costs” era.• What gross retention tells you that topline growth never will in regard to AI hype.• Why exit pathways must be defined upfront.• Urgency, clarity, and the ability to adapt without drifting are the best traits CEOs and teams can have.Timecodes:00:00 Intro00:18 Guest Introduction: Brian Neider, Lead Edge Capital04:00 From “Grow at All Costs” to Profitable Growth05:32 Lead Edge 8: The Metrics That Matter08:30 LP Priorities: DPI, TVPI, and IRR10:48 Why DPI Is Critical in Today's Market11:58 Exit Strategy Design: Defining Paths Upfront13:58 Disposition Committee: The Overlooked Advantage16:00 Filtering AI Hype: Experimental Spend vs. Real Retention20:12 The Bucket Analogy: Understanding AI Churn23:00 Founding Lead Edge: Building the LP Network Differently26:10 Scaling the Firm: From All-Hands to Specialization30:20 Activating the LP Network: How It Works in Practice33:40 The LP Flywheel: Sourcing, Diligence, and Portfolio Support36:00 Value Creation Capabilities: GTM, HR, and AI Support38:12 What Great CEOs Do: Urgency, Adaptability, Action41:54 Designing Effective Boards: Functional + Industry Balance44:30 Building Executive Teams: The Power of a Rigorous Hiring Process46:06 What's Next: The Future of Lead Edge & Market Opportunities51:58 Lightning Round: Personal ReflectionsResources:Brian Neider: LinkedIn: ⁠https://www.linkedin.com/in/brian-neider-7774041/Linnea Jungnelius:LinkedIn: https://⁠www.linkedin.com/in/linneajungnelius ⁠X: ⁠https://x.com/itslinnea⁠Explore the Podcast:Spotify: ⁠https://acertitu.de/brian-neider-spotify-podcastApple Podcasts: ⁠https://acertitu.de/brian-neider-apple-podcast⁠Blog: ⁠https://acertitu.de/brian-neider-blog⁠Found Value?

    Becker Group Business Strategy 15 Minute Podcast
    Howard Klieger on Building True Wealth Through Planning and Behavior 12-1-25

    Becker Group Business Strategy 15 Minute Podcast

    Play Episode Listen Later Dec 1, 2025 33:19


    In this episode, Howard Klieger, Founder and Managing Partner of Walled Lake Planning and Wealth Management, discusses his path from broker to planner, the psychology behind investing, and the importance of clear family communication and thoughtful portfolio design.

    @BEERISAC: CPS/ICS Security Podcast Playlist
    The Future of Cybersecurity Careers: Human Skills, AI Disruption & How to Stand Out Now

    @BEERISAC: CPS/ICS Security Podcast Playlist

    Play Episode Listen Later Dec 1, 2025 56:24


    Podcast: PrOTect It All (LS 26 · TOP 10% what is this?)Episode: The Future of Cybersecurity Careers: Human Skills, AI Disruption & How to Stand Out NowPub date: 2025-11-24Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThe cybersecurity job market is changing faster than ever - and the skills that mattered five years ago won't carry you into the future. In this episode of Protect It All, host Aaron Crow sits down with Mark Sasson, Managing Partner at Pinpoint Search Group, to break down what the future of cybersecurity careers really looks like. From the rise of AI and automation to the growing importance of human skills, they uncover the new realities facing candidates, hiring managers, and leaders across IT and OT security. You'll learn: Why soft skills, communication, and adaptability are now just as critical as technical expertise How AI is reshaping job searches, resumes, and candidate evaluation The shift between employer-driven and candidate-driven markets What separates standout candidates in today's competitive landscape How startups think about hiring -  and what they won't compromise on Practical steps to future-proof your cybersecurity career starting now Whether you're entering cybersecurity, leveling up your role, or hiring your next team member, this episode delivers real-world, actionable insights to help you stay relevant  - and competitive in an evolving industry. Tune in to learn how to stay ahead in the cybersecurity job market of today and tomorrow  only on Protect It All. Key Moments:  04:14 Recruitment Growth and Funding Trends 06:42 Tangible Value in AI Age 12:18 "Stepping Outside the Comfort Zone" 15:16 "Growth Through Embracing Discomfort" 19:23 "Embracing Growth and New Challenges" 21:01 Balancing Growth and Bold Moves 25:14 "Breaking Into Tech: Sacrifice & Strategy" 27:40 Experience Beats Book Knowledge 32:13 Human Insight Beats AI in Hiring 34:45 AI Recruitment: Potential, Limits, Distinctions 39:37 "Reluctant Growth through Opportunity" 42:47 "AI Tools: Benefits and Downsides" 44:29 "Human-Centered Hiring Over AI" 50:12 "Human Connection Over Technology" 53:23 "Planning Your Next Step" About the guest:  Mark Sasson is the Managing Partner of Pinpoint Search Group, a recruitment firm specializing in helping innovators in emerging markets attract the talent needed to drive maturation, scale, and successful outcomes. In 2014, Mark launched Pinpoint's Cybersecurity practice, where he and his team have successfully completed hundreds of executive and senior-level individual contributor searches for leading Cybersecurity vendors. Building on that success, Mark is now guiding Pinpoint's expansion into the rapidly evolving Space sector. Connect Mark:  Website: https://pinpointsearchgroup.com/ LinkedIn: linkedin.com/in/markjsasson/Learn more about Cybersecurity Vendor M&A + Funding Roundups here : https://pinpointsearchgroup.com/cybersecurity-industry-reports/ Connect With Aaron Crow: Website: www.corvosec.com  LinkedIn: https://www.linkedin.com/in/aaronccrow Learn more about PrOTect IT All: Email: info@protectitall.co  Website: https://protectitall.co/  X: https://twitter.com/protectitall  YouTube: https://www.youtube.com/@PrOTectITAll  FaceBook:  https://facebook.com/protectitallpodcast  To be a guest or suggest a guest/episode, please email us at info@protectitall.co Please leave us a review on Apple/Spotify Podcasts: Apple   - https://podcasts.apple.com/us/podcast/protect-it-all/id1727211124 Spotify - https://open.spotify.com/show/1Vvi0euj3rE8xObK0yvYi4The podcast and artwork embedded on this page are from Aaron Crow, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

    Unchained
    The Chopping Block: In Defense of Exponentials – Haseeb Reads His Viral Essay - Ep. 965

    Unchained

    Play Episode Listen Later Nov 29, 2025 14:57


    Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode is a special one: Haseeb reads his new essay, In Defense of Exponentials, a manifesto pushing back against the rising financial cynicism dominating CT. He breaks down why new chains launch into unprecedented hate, why revenue-based valuation models misunderstand the nature of exponential technologies, and why believing in ETH, SOL, and open financial systems still makes sense. It's a zoom-out moment for the space — a reminder that crypto's exponential arc is far from over. Show highlights

    The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset

    Tyler Deveraux challenges you to elevate your standards: your network mirrors who you are, not who you want to be. Upgrade yourself, invest in others, raise your bar daily.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Multifamily Capital Partners►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

    Solar Maverick Podcast
    SMP 250: What's holding back solar power in America?

    Solar Maverick Podcast

    Play Episode Listen Later Nov 28, 2025 43:33


    Episode Summary: In this episode of the Solar Maverick Podcast, host Benoy Thanjan jumps to the other side of the mic with Kevin (“Kadro”) and Mike (“Higo”) from Climate Hive. They dig into the massive cost declines in solar and storage, why solar is a technology and not a fuel, and the impact of Let's Share the Sun's recent work in Puerto Rico. The conversation also explores how financing and innovation are accelerating clean energy adoption. Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar. Kevin Drolet Founder and CEO of ClimateHive Kevin Drolet is a certified marketing and sales expert with over 20 year experience in company growth strategies. He has worked with thousands of companies and managed over 100M in marketing campaigns. Highlights include developing a 4 year student recruitment campaign for UC San Diego elevating the school to the number 2 position in the UC system. He has led and taught hundreds of sales reps nationally in understanding and positioning marketing solutions and sales. His superpower is connector. He founded KDRO Consulting, his second marketing agency, in 2019 to provide fractional CMO services, marketing and business development consultation and coaching programs for renewable energy and climate tech companies. Through storytelling and strategic networking he helps companies attain business opportunity, talent and investment. His mission is to enable climate innovators to become climate impactors. Kevin and his wife Susan live in San Diego CA with their two dogs. Kevin is passionate about climate, learning, coaching and exploring the intersection of human behavior and positive climate impact. Mike Higgins Founder/Partner of ClimateHive Mike Higgins has a 30-year track record of sales success and executive leadership in large companies and startups. He's known for developing customized sales strategies and automation to boost sales engagement, improving efficiency and revenue. His expertise lies in driving revenue growth through people, processes, and infrastructure. Mike has founded 5 companies and sold 3, demonstrating his ability to build and scale businesses. He's experienced in leadership as the former Executive Vice President and COO of MediaNews Group Interactive, overseeing 50 regional markets and leading a 100+ staff in sales, operations, business development, finance, and IT. Recently, Mike served as CoFounder and Chief Revenue Officer at Onemata Corporation and Managing Partner at BrushFire Sales and Top Funnel, working with clients like Time Warner Cable and Home Advisor. He has also held senior roles in MapQuest, Weatherlabs (acquired by Weather Channel/Landmark), Indigo Group (acquired by Bridgeline Digital NASDAQ: BLIN), and TruMeasure (acquired by McClatchy Corp). Mike and his wife, Val, reside in the Rocky Mountain Empire, actively supporting the Colorado Pug Rescue and the Golden Retriever Rescue.   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com       Kevin Drolet      Linkedin: https://www.linkedin.com/in/kevin-drolet-3625378/          Website:  ​​https://climatehive.co/      Email:  kevin@climatehive.co   Mike Higgins      Linkedin:  https://www.linkedin.com/in/michaelghiggins/      Website:  ​​https://climatehive.co/       If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.   Join Us for the Winter Solstice Fundraiser!  I'm excited to invite you to our Winter Solstice Fundraiser, hosted by Reneu Energy and the Solar Maverick Podcast on Thursday, December 4th from 6–10 PM at Hudson Hall in Jersey City, NJ! https://www.tickettailor.com/events/reneuenergy/1919391 This event brings together clean energy leaders, entrepreneurs, and friends to celebrate the season while raising funds for the Let's Share the Sun Foundation, which installs solar and storage systems for families and communities in need in Puerto Rico. We'll have: -Great food and drinks -Amazing networking with solar and sustainability professionals -Sports memorabilia auctions (with proceeds benefiting Let's Share the Sun) -An inspiring community focused on making an impact through solar energy If you or your company would like to get involved as a sponsor, please message us at info@reneuenergy.com.     Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.            

    Scouting for Growth
    Rob Schimek: Redesigning for a Connected Future

    Scouting for Growth

    Play Episode Listen Later Nov 27, 2025 41:05


    On this episode of the Scouting For Growth podcast, Sabine VdL talks to Rob Schimek, Group CEO at bolttech, about how bolttech's connector model is redefining global insurance distribution, from telcos to auto makers and beyond. They also talk about why the future of protection will depend on trust, data and design more than policy documents and premiums, and what leadership really looks like when you are building at the intersection of revelation, innovation, and human impact.  KEY TAKEAWAYS If you have an hour to solve a problem you should spend 55 minutes on the problem and then 5 minutes on the solution. I've spent my career in the problem, the formation of bolttech is the attempt at the solution – it's the path that I've chosen to bring that solution to the marketplace. Our mission is to work out how to close a multi-billion-dollar protection gap that has existed for years, that's getting bigger? In order to do that we need to really understand the problem. We think there are 4 basic drivers for this multi-billion-dollar protection gap that and they're pretty irrefutable. We're trying to make a seamless connection between the buyers of protection products (insurers) and the distribution partners who have access to the customers so we can put those solutions into the hands of the customers. bolttech's here to try to provide tailored, affordable, accessible, and convenience insurance in the hands of the customer on a B2B2C basis, connecting big partners who have lots of customers to the insurance providers. Without the data there's a tendency to paint everything with one brush, like it's all the same. Data is accessible and available on a real-time basis today and it can be available with no intervention, straight from the vehicle telematics about the unique driver. BEST MOMENTS  ‘We really want to connect people with more ways to protect the things that they value, we want to close the global protection gap.'  ‘The more we make connections frictionless, the more the connection will happen and the more the protection gap will get closed.'‘ If the mission and the vision are super-well-known then nothing can distract you from solving that problem, regardless of what's going on in the marketplace around you.'‘ If a customer doesn't trust the use of AI in their interactions with you then AI won't be successful in that space because it won't be accepted in that space. Ultimately it comes back to do we do things the right way and give the customers a reason to trust us?' ABOUT THE GUEST Rob Schimek is Group Chief Executive Office at bolttech where he leads the team across its operations globally, overseeing its growth and partnership opportunities. With more than 30 years of experience in the financial services industry, Rob previously held senior leadership roles, including Managing Director & Group Chief Operating Officer for FWD Group, President and Chief Executive Officer of AIG's commercial insurance businesses worldwide, and Chief Executive Officer of the Americas for AIG. Prior to that, he served as President and Chief Executive Officer of EMEA for AIG, and was the Chief Financial Officer of AIG's global property and casualty insurance business. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

    The Restaurant Guys
    Todd Wickstrom on Dining with a Purpose: Sustaining the Family Farm *V*

    The Restaurant Guys

    Play Episode Listen Later Nov 27, 2025 38:56 Transcription Available


    This is a Vintage Selection from 2005The BanterThe Guys give you the behind the scenes of the first few days of the opening of their second restaurant Catherine Lombardi and why they have to keep a fork handy.The ConversationThe Restaurant Guys speak with Heritage Foods founder Todd Wickstrom about his company's mission to support family farms by providing high quality products to consumers. He values genetic diversity, transparency and traceability in the food supply. The Guys declare that formula delicious!The Inside TrackThe Guys use Heritage products both personally and in the restaurant. As Todd explains, the way to save some endangered breeds of livestock is to raise them for food.  “What we're trying to really promote, what we are in the end is we are really a conservation movement. We call it conservation by consumption.,” Todd Wickstrom on The Restaurant Guys Podcast 2005BioTodd Wickstrom is the co-founder of Heritage Foods USA, a pioneering force in reviving rare, pasture-raised livestock breeds and championing small family farms. A longtime advocate for sustainable agriculture, Todd helped build a national distribution network that connects chefs, home cooks, and producers dedicated to responsible, nose-to-tail eating. His leadership has shaped the modern heritage meat movement, bringing transparency, biodiversity, and farm-to-table ethics to the forefront of American food culture.He has worked for several of the most respected Specialty Food companies in America, including his role as the Managing Partner of Zingerman's Deli, and as the Chief Operating Officer of Rishi Tea.InfoHeritage Foodshttps://heritagefoods.com/The Meatrixhttps://www.themeatrix.com/Enjoy over-decorated restaurants with Christmas cocktails through January 6, 2026https://www.catherinelombardi.com/Check out New Year's Eve in New Brunswick, NJhttps://www.newbrunswicknewyearseve.com/ Become a Restaurant Guys' Regular!https://www.buzzsprout.com/2401692/subscribeMagyar Bankhttps://www.magbank.com/Withum Accounting https://www.withum.com/restaurantOur Places Stage Left Steakhttps://www.stageleft.com/ Catherine Lombardi Restauranthttps://www.catherinelombardi.com/ Stage Left Wineshophttps://www.stageleftwineshop.com/ To hear more about food, wine and the finer things in life:https://www.instagram.com/restaurantguyspodcast/https://www.facebook.com/restaurantguysReach Out to The Guys!TheGuys@restaurantguyspodcast.com**Become a Restaurant Guys Regular and get two bonus episodes per month, bonus content and Regulars Only events.**Click Below!https://www.buzzsprout.com/2401692/subscribe

    BlockHash: Exploring the Blockchain
    Ep. 641 Sullivan Hart | Macro Strategy for Real Wealth Protection (feat. Peter von Irle)

    BlockHash: Exploring the Blockchain

    Play Episode Listen Later Nov 27, 2025 12:55


    For episode 641 of the BlockHash Podcast, host Brandon Zemp is joined by Peter von Irle, Co-founder & Managing Partner at Sullivan Hart.When you engage Sullivan Hart, you're not buying services—you're securing minds obsessed with the interplay between macro forces and your specific situation. It's the necessary mindset for crafting wealth architecture that withstands both scrutiny and turbulence.Sullivan Hart immerses themselves in global patterns to extract insights for your individual circumstances, identifies threats before they become obvious and evaluates your structure against emerging challenges. ⏳ Timestamps: (0:00) Introduction(0:52) Who is Peter von Irle?(1:58) What is Sullivan Hart?(6:45) Steps to a proper corporate structure in Web3(9:14) Sullivan Hart plans for 2026(11:55) Contact Sullivan Hart 

    The Agile World with Greg Kihlstrom
    #775: ZICO Coconut Water Founder Mark Rampolla on brand integrity and the courage to make tough decisions

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Nov 26, 2025 28:49


    For most entrepreneurs, the exit is the goal, as well as the end of at least that part of their story. But what if the end is actually a new beginning? Agility requires a deep understanding of your brand's core purpose and the conviction to protect it. This often means having the courage to reverse a decision that was once seen as the ultimate success. Today, we're going to talk about brand integrity, the founder's paradox of building a company to sell, and what happens when you get a second chance to reclaim the brand you created. We'll explore the delicate balance between corporate scale and entrepreneurial soul, and how a brand's purpose can be its most resilient asset. To help me discuss this topic, I'd like to welcome, Mark Rampolla, Co-Founder and Managing Partner at Groundforce Capital. About Mark Rampolla Mark Rampolla is a visionary entrepreneur and the founder of ZICO Coconut Water, a brand that helped create the now $8 billion global coconut water category. After growing ZICO into one of the fastest-growing beverages worldwide, Mark sold the company to Coca Cola in 2013. He then transitioned into investing, co-founding PowerPlant Partners, where he played a key role in the plant-based food movement, including the success of Beyond Meat. In 2020, Mark made a bold move by repurchasing ZICO from Coca Cola with a group of investors, including Jesse Itzler and tennis star Naomi Osaka. Now, through GroundForce Capital, Mark manages $500 million in assets, focusing on health, wellness, and sustainability investments. His journey reflects a deep commitment to innovation and positive change in the consumer goods industry. Mark Rampolla on LinkedIn: https://www.linkedin.com/in/marksrampolla/ Resources Founder Groundforce Capital: https://www.markrampolla.co/ The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

    The Dividend Cafe
    Thanksgiving Edition - November 26, 2025

    The Dividend Cafe

    Play Episode Listen Later Nov 26, 2025 22:48


    Today's Post - https://bahnsen.co/48jNR1e Thanksgiving Reflections: A Heartfelt Tribute to The Bahnsen Group In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, Managing Partner of The Bahnsen Group, shares his gratitude for the various teams and individuals who contribute to the firm's success. Bahnsen highlights the hard work of the content department, the growth and achievements of the tax, planning, risk, and operations departments, and the essential role of the leadership team. He also expresses deep personal thanks to his wife Jolene, the legacy of his late father, and the trust of their valued clients. The episode serves as a heartfelt reflection on the dedication and commitment of The Bahnsen Group during this season of gratitude. 00:00 Welcome to the Thanksgiving Edition 01:12 Personal Reflections on Thanksgiving 02:08 Content Creation and Media Team 04:04 Growth of the Tax Department 05:35 Planning and Risk Management 07:58 Business Administration and Operations 10:35 Investment Solutions Department 13:20 Leadership and Personal Gratitude 16:35 Honoring My Father's Legacy 17:56 Gratitude for Our Clients 19:36 Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    Swimming with Allocators
    Rethinking Fundraising: What LPs Really Value

    Swimming with Allocators

    Play Episode Listen Later Nov 26, 2025 49:40


    This week on Swimming with Allocators, Apurva Mehta, Co-Founder and Managing Partner at Summit Peak Investments, joins Earnest and Alexa to share his unique journey from institutional portfolio management to building a venture fund of funds. The discussion covers building strong networks and communities for allocators and GPs, adapting to the evolving and increasingly crowded venture landscape, and maintaining discipline in fund size and valuations. Key takeaways include the importance of deep relationships and responsiveness, rigorous diligence in a noisy market, and the advantages of staying nimble to deliver consistent returns and foster long-term partnerships. Also, don't miss Shane Goudey of Sidley as he discusses venture funds practice, building a robust, full-service legal team for venture capital clients and the current surge in fund formation and liquidity as the venture market heats up at the end of 2025. Highlights from this week's conversation include: The Journey of Apurva Mehta in Allocations and Investing (0:32) How Apurva Built A Network-First Allocator Community (3:54) The Inception of Summit Peak and Entrepreneurial Spirit (7:46) The Importance of Being the Central Node in Venture (11:09) Identifying New GPs and Evolving Venture Networks (15:13) On The Challenges of Filtering and Iterating for Success (19:20) The Legal and Fund Formation Landscape with Shane Goudey (22:57) Fund Manager Trends and What Surprises Apurva (27:53) Concerns About Market Valuations and Fund Size Discipline (30:39) Impact of Market Dynamics on Growth Deal Approaches (34:18) Being Proactive Versus Passive in Co-Investing (38:28) Trends and Predictions for the Next 10 Years in Allocations (41:49) Summit Peak's Vision For Success and Staying Nimble (44:57) Summit Peak Investments is a venture-focused investment platform backing the next generation of exceptional managers. With a dual strategy of investing in top-performing pre-seed and seed-stage funds alongside targeted Series B+ co-investments, Summit Peak partners with GPs and founders to generate long-term, outsized returns. Learn more at summitpeakinv.com.  Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Unchained
    Bits + Bips: Why the Markets Now Have a Bullish Setup - Ep. 960

    Unchained

    Play Episode Listen Later Nov 25, 2025 56:28


    In this week's Bits + Bips, Austin Campbell, Ram Ahluwalia, and Chris Perkins dig into a macro environment that's suddenly turning more supportive: QT ending, institutions stepping in, improving liquidity signals, and major catalysts across global markets. But while the setup may be bullish, one corner of crypto isn't participating at all: DATs, which Ram calls “a death spiral.” The hosts debate whether altcoins can recover, whether Strategy pushed its structure too far, if banks' unrealized losses still matter, and why the return of ICO-style launches may say more about regulation than mania. Show highlights: 0:00 Intro 3:16 Why Ram says we are still in goldilocks economy 5:07 What is missing in the markets according to Chris and how retail is so hurt 11:07 Why the dollar has been on an uptrend, contrary to what people think 13:17 The importance of banks sitting on so much unrealized losses 18:24 Nvidia's earnings and whether we are in a buying opportunity 22:21 Whether banks will be negatively affected by stablecoins growth or they are fine 25:05 What Austin and Ram disagree on whether the 50-year mortgage is good 28:25 Whether MSTR should be excluded from the MSCI index 32:56 Why Ram is “very bearish on DATs” and the importance of their operating businesses 45:19 Why Chris finds it fascinating the revival of the ICOs 51:19 Whether there's a new operations choke point going on in crypto Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Unchained: MON Rallies 40% After Mainnet Launch Fortune: Suddenly, the Fed interest rate cut in December looks like it is very much back on the table Nvidia didn't save the market. What's next for the AI trade? The Index Exclusion That Ends an Era: How MicroStrategy's Exile Redefines Corporate Finance Saylor fights back Learn more about your ad choices. Visit megaphone.fm/adchoices

    Outcomes Rocket
    Mental Health's Role in Accelerating Recovery From Workplace Injury with Joe Holtschlag, CEO of Ascellus Behavioral Health, and Liam Donohue, Founder and Managing Partner at .406 Ventures

    Outcomes Rocket

    Play Episode Listen Later Nov 25, 2025 27:35


    Addressing the psychological side of workplace injuries can reduce recovery time by up to 70%, transforming outcomes for both workers and employers. In this episode, Joe Holtschlag, CEO of Ascellus Behavioral Health, and Liam Donohue, Founder and Managing Partner at .406 Ventures, explore how mental healthcare is transforming the workers' compensation system and why this evolving market brings both challenges and opportunities. Joe traces the system's evolution from its 1911 origins to today's inclusion of mental health injuries, noting that 31 states now allow standalone psychological claims. He explains how Ascellus coordinates clinicians, claims adjusters, and employers to build an infrastructure that prioritizes care while ensuring timely return-to-work outcomes, achieving 88% returns within 8–12 therapy sessions. Liam adds an investor's view, comparing this outcome-based model to AbleTo and emphasizing the double ROI of behavioral health, improving both human and financial results through technology, evidence-based therapy, and strategic partnerships. Tune in and learn how innovation and empathy are redefining recovery in the workplace! Resources: Connect with and follow Liam Donohue on LinkedIn. Learn more about .406 Ventures on LinkedIn and visit their website. Follow and connect with Joe Holtschlag on LinkedIn. Learn more about Ascellus Behavioral Health on LinkedIn and explore their website.