Podcasts about managing partners

The Lawyer Stories Podcast with Benny Gold Episode 246 features Dan Morgan, Managing Partner at Morgan & Morgan the largest personal injury law firm in the country. Dan shares his powerful story of joining the firm he grew up around, gaining a front-row seat to a mission rooted in helping people at their most vulnerable moments. He talks about watching Morgan & Morgan scale from a family vision into a national powerhouse, and how that experience shaped his own path as a leader within the organization. Passionate, thoughtful, and deeply knowledgeable about the personal injury landscape, Dan dives into everything from the evolution of the firm to the importance of strong referral relationships. We also explore his work advising and representing athletes, how legal strategy intersects with sports, and what it takes to build trust both on and off the field. This episode offers a unique look at legacy, leadership, and the mindset behind one of the most influential law practices in America.

Chinese equities enter 2026 on a strong footing, with policy tailwinds from the upcoming Five-Year Plan expected to sustain momentum despite recent consolidation. While tech-led rallies have dominated, attention is shifting toward domestic consumption as policymakers prioritise demand-side reforms—a potential turnaround for lagging consumer sectors if stimulus materialises.Meanwhile, ongoing concerns over stretched valuations in US tech and AI names underscore the case made for diversifying into non-US markets, such as China and Japan. Structural drivers, including a weaker U.S. dollar and gradual yuan appreciation, add to the appeal. On commodities, strong fundamentals and AI-driven demand for industrial metals signal further upside, building on this year's broad-based rally in materials.This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

Discover how Dustin Miles, the Principal and Managing Partner of Momentum Multifamily, discusses his incredible journey from a Lockheed Martin engineer to a multifamily real estate powerhouse. Dustin has helped raise over $350 million, successfully acquiring and managing more than 3,000 units. He shares his valuable insights on the evolution of multifamily investing, the lessons learned from his first capital raise, and the strategies that have fueled his success. Whether you're new to real estate or a seasoned investor, Dustin's story will inspire you to think bigger and embrace the power of relationship-building and value-driven investments. Tune in for practical advice on how to navigate the ever-changing landscape of multifamily, raise capital, and scale your portfolio!Key Takeaways to learn from this episode:The Power of Systems: Learn how Momentum Multifamily approaches real estate investments like a franchise, using consistent operations and systems for scalability.Raising Capital: Discover the importance of building trust and credibility with investors—Dustin's first capital raise involved a simple but effective approach that earned investor confidence.Navigating Market Challenges: Hear how Momentum Multifamily overcame the challenges of 2021-2023 by getting creative with tax abatements and capital calls.Building Relationships: Dustin emphasizes the importance of in-person networking and staying visible through podcasts, webinars, and meetups to connect with potential investors.Investor-First Focus: Get insights on the importance of focusing on what your investors need, whether it's cash flow, diversification, or tax advantages.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai Communication is a non-negotiable skill for every operator.Don stresses that investors tolerate challenges—but never silence. Transparent communication builds trust, and avoiding tough updates destroys it.

Hour 3 for 12/12/25 Drew and Bruce Lachenauer, the Founder and Managing Partner of the Gaudium Group, discuss AI and the job market (1:00). Topics: will AI replace work? (10:17), UBI (15:01), AI and robotics (18:44), who controls AI? (25:09), low income workers (27:46), morality (33:03), will trades be needed? (42:49), job transition (44:32), and discouragement (47:09). Link: https://www.thegaudiumgroup.com/ Original Air Date: 11/13/25

On this episode I chatted with Jake Brown. Born and raised in Oklahoma City, Jake brings a relentless drive and deep-rooted purpose to his role as Managing Partner at TMJ Capital. A graduate of Bishop McGuinness and an alum of Oklahoma State University, Jake began his professional journey in banking before transitioning into commercial real estate and construction, leading large-scale electrical projects and lighting designs for major names, including Google and Tulsa's iconic Gathering Place. Jake's entrepreneurial path began with a few rental properties in Stillwater. What started as a side hustle quickly grew into a full-fledged real estate business focused on flipping and investing in residential properties. In time, his business acumen and vision led to co-founding TMJ Capital. Beyond business, Jake is passionate about mentorship and making a lasting impact in his community. Jake is a basketball coach at Bishop McGuinness and speaks openly about addiction and recovery. For Jake, success isn't just about growth, it's about doing meaningful work, giving back, and never forgetting where you came from. tmjcap.com Huge thank you to our sponsors. The Oklahoma Hall of Fame at the Gaylord-Pickens Museum telling Oklahoma's story through its people since 1927. For more information go to www.oklahomahof.com and for daily updates go to www.instagram.com/oklahomahof The Chickasaw Nation is economically strong, culturally vibrant and full of energetic people dedicated to the preservation of family, community and heritage. www.chickasaw.net Dog House OKC - When it comes to furry four-legged care, our 24/7 supervised cage free play and overnight boarding services make The Dog House OKC in Oklahoma City the best place to be, at least, when they're not in their own backyard. With over 6,000 square feet of combined indoor/outdoor play areas our dog daycare enriches spirit, increases social skills, builds confidence, and offers hours of exercise and stimulation for your dog www.thedoghouseokc.com #ThisisOklahoma  

Neville Rhone joins host Brandon Sedloff on The Distribution for a thoughtful conversation about his path from engineering to real estate, the experiences that shaped his investment philosophy, and the evolution of Arc Capital Partners. He reflects on early lessons from Morgan Stanley and Canyon Partners, the formation of Arc, and why the middle market remains the most compelling area for generating durable returns. Neville also breaks down today's capital-constrained environment, the structural challenges facing owners, and how Arc is positioning itself as a solution provider during a period of dislocation. The discussion closes with a look at where he sees the greatest opportunities ahead and what GPs should know before reaching out. They discuss: • Neville's early influences and shift from engineering into real estate • Key takeaways from roles at Morgan Stanley and Canyon Partners • The founding of Arc Capital Partners and the firm's middle-market focus • How today's capital crisis is creating opportunities for structured solutions • The sectors and geographies Arc is prioritizing over the next several years Links: Neville on LinkedIn - https://www.linkedin.com/in/neville-rhone-jr-60936a3/ Arc Capital Partners - https://arccapitalpartners.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:09) - Neville's background and career (00:13:07) - Joining Canyon Partners (00:19:26) - Founding Arc Capital Partners (00:23:19) - Early challenges and successes (00:27:52) - The importance of investing during difficult times (00:29:55) - Current state and future of Arc Capital (00:32:25) - Navigating capital crises (00:33:11) - Advice for aspiring institutional capital raisers (00:35:44) - Opportunities in the middle market (00:39:49) - Arc Capital's investment focus (00:47:19) - Future opportunities and focus areas (00:53:46) - Conclusion and contact information

Anthony Scaramucci (Founder and Managing Partner, SkyBridge Capital, former White House Communications Director, and author, “Solana Rising: Investing in the Fast Lane of Crypto”) joins Chris Cuomo to break down how Trump's influence reshaped American politics — from loyalty culture and broken institutions to the money pipelines that fuel the outrage economy. Scaramucci explains why Trumpism still distorts incentives in Washington, why corruption persists across both parties, and how political dysfunction became a profitable business model. Cuomo and Scaramucci also dig into the economics behind the moment — from crypto's growing role in global finance to how digital markets, speculation, and new technologies intersect with political instability. They explore what a post-Trump GOP might look like, whether voters still reward serious leadership, and why America's systems keep drifting further from what working people actually need. Follow and subscribe to The Chris Cuomo Project on Apple Podcasts, Spotify, and YouTube for new episodes every Tuesday and Thursday: https://linktr.ee/cuomoproject Join Chris Ad-Free On Substack: http://thechriscuomoproject.substack.com Support our sponsors: Get the right life insurance for YOU, for LESS, and save more than 50% at http://selectquote.com/chrisc https://rhonutrition.com/discount/CUOMO for 20% sitewide Exclusive $35 off Carver Mat at https://on.auraframes.com/CUOMO Promo Code CUOMO Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 starts with Farcaster's pivot and Tarun's claim that “Web3 is dead,” at least the A16z-style ownership economy. With Web3 social struggling, the crew digs into why spam, airdrops, and weak network effects keep sinking these apps — and why prediction markets may be crypto's accidental social network. We then jump to the L1 valuation fight. Haseeb recaps his debate with Santiago over whether chains are wildly overpriced or simply early, sparking a broader discussion on PE ratios, L1 “premiums,” and how many chains the world can realistically sustain. Next up: Ken Chan's viral “I wasted 8 years in crypto.” The team unpacks burnout, sugar-water loops, and why nihilism tends to hit founders right as the market turns. And finally, Tarun walks through his ADL research and how October 10's cascading liquidations exposed major flaws in current systems. Markets evolving, narratives collapsing — let's get into it. Show highlights

Solana predictions with Founder and Managing Partner of SkyBridge Capital, Anthony Scaramucci. Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital and author of the new book Solana Rising, joins CoinDesk Live from Solana Breakpoint in Abu Dhabi to lay out his prediction for the Solana ecosystem. He explains why Solana is poised to become a core layer for global tokenization, his belief that SOL will flip ETH in market cap, and how regulatory clarity (or lack thereof) in the U.S. will affect the next cycle. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for third year in a row.A string of three-peats like this is quite rare in markets. Which raises the question: Can the momentum last in 2026?Or will the market's returns start to mean revert.To discuss, we have the good fortune of welcoming back to the program high net worth financial advisor Ted Oakley, Managing Partner and Founder of Oxbow Advisors.Ted thinks stocks are as expensive as he's ever seen them in his long career. And while he admits no one knows when the market top will be in, he's pretty confident we're in the 8th or 9th inning of the bull market at this stage.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bearmarket #marketcorrection #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

John is joined by David Proman, Co-Founder and Managing Partner of Atlas Grove Partners and long-time Quinn Emanuel client.  They discuss David's extensive experience working with elite law firms, including Quinn Emanuel, on high stakes matters involving structured finance, digital assets, and complex bankruptcies.  At Atlas Grove and its subsidiary, GXD Labs, David has built an investment platform that identifies legal claims as investment opportunities.   One example of such an opportunity was David's early and aggressive pursuit of RMBS claims.  In 2010, David was at fund called Furry Partners that was the most activist fund manager in the RMBS space.  They pursued cases against the world's largest banks for breaches of warranties, which led to recovering almost $4 billion for Furry Partners' investors.  David worked with Quinn Emanuel partner Sasha Rand on many of these cases adding “we have great thanks and gratitude to Quinn Emanuel for working on this with us for over a decade against some of the world's most significant counterparties.” Another example was the Celsius bankruptcy.  Celsius was a crypto lending platform with 600,000 customers.  At its peak, it had almost $20 billion in liabilities.  Celsius's customers stored their Bitcoin, their Ethereum, or their digital tokens using deposits, similar to bank deposits.  When Bitcoin dropped dramatically in 2022, the company became insolvent and filed for bankruptcy.  Bankruptcy proceedings revealed numerous legal issues, including fraud. David's Blockchain Recovery Investment Consortium (BRIC) won the role of litigation administrator and crafted a plan focused on returning value to defrauded customers.  Working closely with Quinn Emanuel partner Ben Finestone, BRIC's strategy involved bringing claims against counterparties across the world who had harmed Celsius before it went bankrupt.  One of BRIC's biggest recoveries resulted from a $300 million settlement with Tether.  David credits Ben with bringing strong legal claims and strategies to defeat “issues that I don't think have ever been litigated before in crypto.” When working with law firms, success depends on aligning the incentives of the firm and the client, maintaining open communication, and active client involvement in developing legal strategies, especially in complex or novel sectors like cryptocurrencies.  Counsel should be both strategically creative and brutally honest about risks.  As David said, “that's part of the reason why I love you guys: because you always give me honest feedback.”  David also believes that fee structures should prioritize results over billable hours.  After the case, all parties should reflect on both wins and losses to continuously improve decision-making.   Finally, David and John discuss the evolving legal risk in AI infrastructure, where opaque contracts and fast-changing technology may spark future waves of litigation.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

The Joe Piscopo Show 12-11-25Corey Lewandowski, Trump 2024 Senior OfficialTopic: Trump says U.S. seized oil tanker; Trump's business leaders roundtable; other White House news Jonathan Hoenig, portfolio manager at Capitalist Pig Hedge Fund LLC and a Fox News ContributorTopic: Federal reserve cuts interest rates by 0.25%; Trump's business leaders roundtable Col. Jack Jacobs, a retired colonel in the United States Army and a Medal of Honor recipient for his actions during the Vietnam WarTopic: Militarized zone in Southern California; Oil tanker seized by Trump administration and what this could mean in relations with Venezuela Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of YrefyTopic: Latest from Yrefy Larry Elder, host of "The Larry Elder Show" on the Salem Radio Network, author of "As Goes California: My Mission to Rescue the Golden State and Save the Nation" and the host of the "We’ve Got A Country to Save" podcastTopic: "Jingle Bells" deemed racist; Homelessness in California; Militarized zone in Southern California Commissioner Ray Kelly, the longest-serving Commissioner of the NYPD in history who was in charge of the Secret Service during his tenure as Deputy Treasury Secretary under President ClintonTopic: NYPD preparations for World Cup and America's 250th in 2026 Marlo Thomas, Actress, Home Entertaining Designer and National Outreach Director of St. Jude Children’s Research Hospital Topic: St. Jude's "Thanks and Giving" campaignSee omnystudio.com/listener for privacy information.

Solana predictions with Founder and Managing Partner of SkyBridge Capital, Anthony Scaramucci. Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital and author of the new book Solana Rising, joins CoinDesk Live from Solana Breakpoint in Abu Dhabi to lay out his prediction for the Solana ecosystem. He explains why Solana is poised to become a core layer for global tokenization, his belief that SOL will flip ETH in market cap, and how regulatory clarity (or lack thereof) in the U.S. will affect the next cycle. - This episode was hosted by Jennifer Sanasie and Marissa Trew.

Send us a textIn this insightful IT Nation conversation, Rick Murphy, Managing Partner at Cogent Growth Partners, joins Joey Pinz to discuss the mindset and mechanics of successful MSP mergers and acquisitions. Rick opens up about his 60-pound weight loss journey and parallels it with running a business — both require discipline, consistency, and a clear goal.He explains why every MSP will eventually trade hands, why “exit strategy” is a myth, and how liquidity planning and solid financial discipline create real enterprise value. Rick also breaks down the dangers of “Top Line Disease,” shares why non-solicit agreements matter more than non-competes, and urges MSPs to run their company like they're going to sell it tomorrow — even if they're not. ✦ Top 3 Highlights

My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group.Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of research on what works and what doesn't in today's complex world of digital and traditional marketing.They use the services they provide to do research and aggregate the research to help groups like ours learn.  National Strategic's expertise includes Website, Search engine Optimization, Digital Traffic, Reputation Management, Patient Reactivation, Email, Text Marketing, Market Research – and lots more.Eugene's team works with 100's of clients in high growth and growth focused businesses – and they are always looking to apply a scientific method and strategic approach to everything that they do.They are also very innovative: for example, they were the first group to understand the importance of Google reviews and develop systems for the vision industry to ethically gather reviews on Google. They were the first to demystify SEO and break it down to straightforward action items for regular business owners.And this innovation extends to recessionary markets.  National Strategic was started in late 2008 specifically with the purpose of helping companies deal with challenging economic times.Interview Links:National Strategic Group https://www.nationalstrategic.com/Subscribe To Our Weekly Newsletter:The Wealth Dojo: https://subscribe.wealthdojo.ai/Download all the Niches Trilogy Books:The 21 Best Cashflow NichesDigital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠The 21 Most Unique Cashflow NichesDigital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠The 21 Best Cash Growth NichesDigital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-nichesThe 21 Next Level Cashflow NichesDigital: https://www.cashflowninjaprograms.com/the-21-next-level-cashflow-niches-book-free-downloadAudio: https://podcasters.spotify.com/pod/show/the-21-next-level-nichesListen To Cashflow Ninja Podcasts:Cashflow Ninja⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠Cashflow Investing Secrets⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠Cashflow Ninja Banking⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠Connect With Us:Website: http://cashflowninja.comPodcast: http://cashflowinvestingsecrets.comPodcast: http://cashflowninjabanking.comSubstack: https://mclaubscher.substack.com/Amazon Audible: https://a.co/d/1xfM1VxAmazon Audible: https://a.co/d/aGzudX0Facebook: https://www.facebook.com/cashflowninja/Twitter: https://twitter.com/mclaubscherInstagram: https://www.instagram.com/thecashflowninja/TikTok: https://www.tiktok.com/@cashflowninjaLinkedin: https://www.linkedin.com/in/mclaubscher/Gab: https://gab.com/cashflowninjaYoutube: http://www.youtube.com/c/CashflowninjaRumble: https://rumble.com/c/c-329875

What does it take to scale a consulting firm internationally without external capital? In this episode, Joe O'Mahoney speaks with Olly Purnell, Managing Partner and co-founder of Q5, about how the firm grew from a five-person partnership to a global consultancy. With nearly 30 years of consulting experience, he leads client engagements across sectors while also focusing on attracting top talent to support Q5's growth in the UK, US, and Australia.Olly explains why Q5 moved away from an associate-heavy model, how they built a culture around organisational health, and how their internal tool—Org Maps—supports operating model work by analysing spans, layers, and resource allocation directly from client ERP data.They also discuss Q5's shift from a traditional partnership to a broader shareholder structure, the targeted mergers that helped them enter new markets, and the leadership decisions that preserved the team during COVID-19.Olly closes with insights into the future of consulting, the impact of AI, and Q5's focus on strengthening their tools and international footprint. In this episode, you will learn: How Q5 scaled from a small founding team to an international consultancyWhy the firm shifted from an associate-led model to full-time hiringWhat “organisational health” means in practice and how Q5 delivers itHow Org Maps supports operating model and workforce decisionsWhy Q5 moved from a partnership to a broader shareholder structureThe leadership decision that protected the firm during COVID-19How Q5 approaches growth, culture, and the future of consulting in an AI-driven eraThis conversation offers a clear look into how Q5 has grown, adapted, and defined its approach to organisational health. Olly's reflections on culture, structure, and leadership provide practical insights for any consultancy thinking about scale. We hope you found the discussion valuable and thought-provoking.Connect with Olly:Website: q5partners.comLinkedIn: Olly Purnell Send us a textProf. Joe O'Mahoney helps boutique consultancies scale and exit. Joe's research, writing, speaking and insights can be found at https://equitysherpa.com.

Steve Pockross sits down with Marc Nager, co-founder and general partner at Howdy, a rural Colorado-focused venture fund breaking ground with its unconventional name and a bold, investment approach. From keen insights on growth investing lessons that span the tech market to specific insights on building rural-focused tech startups, Marc shares how connecting talent, capital, and vision far from traditional tech hubs is reshaping what success looks like. Together, they explore the importance of founder self-awareness, overcoming growth plateaus, the evolving landscape of impact investing, the key to a great rebrand, and how AI is rewriting the rules for entrepreneurs and investors alike. Get ready for a playful and insightful conversation about capital, community, and the power of building companies in unexpected places.About MarcMarc Nager is the co‑founder and Managing Partner at Howdy Partners (formerly Greater Colorado Venture Fund), a venture firm backing early‑stage rural tech companies in Colorado and beyond. Previously, he oversaw global startup efforts as CEO of Startup Weekend and UP Global — programs that helped mobilize hundreds of thousands of entrepreneurs in 700+ cities around the world. Before that, Marc served as Chief Community Officer at Techstars and Managing Director of the Telluride Venture Accelerator, giving him deep experience in accelerator‑led startup growth and community‑driven ecosystems. He now lives in Southwest Colorado and dedicates his work to proving that top‑tier startups — even rocket‑science level ones — can be built far from traditional tech hubs. 

Sabari Raja, Managing Partner at JFF Ventures, joins us to discuss her unique journey from founder (NEPRIS, now Pathful) to leading a pioneering venture fund focused on economic mobility. JFF Ventures operates at the intersection of philanthropy and venture scale, proving that investments focused on the middle and low-wage worker can achieve both high returns and massive social impact.In this powerful conversation, Sabari breaks down the three main investment themes that target the worker's full journey, from skills access to career advancement. We dive into the most difficult areas of the market, including the challenge of investing in wrap-around support like childcare and credit access.Sabari shares the questions every investor and founder should be asking about AI—is it taking away agency or expanding it? Finally, she reveals a surprising area of alignment for future capital: the $1 trillion investment needed to support the industrial backbone of the AI economy (power grids, data centers, and semiconductors).Key Takeaways You Won't Want to Miss:Impact as an Enabler: Why JFF Ventures views strong outcomes (like reduced transfer credit loss via companies like Advisely) as a direct line to revenue and growth.The AI Agency Test: The fundamental question investors should ask to gauge a startup's longevity: Does your AI give the worker more agency or less?The Industrial Investment Thesis: How JFF Ventures is aligning with the global infrastructure boom, targeting the massive labor shortage in energy and utilities.The Lived Experience: Why founders with a lived understanding of problems—like the transfer credit crisis or lack of social capital—are better positioned to build mission-driven, scalable solutions.

Perry is a marketing automation specialist who's been at it since 2002, from launching her first campaigns before most saw value in email, to beta testing HubSpot before it was a household name. Currently the Managing Partner at Duma Marketing, she's worked with both Fortune 500 giants and rising e-commerce brands, always championing sophisticated automation, clean segmentation, and authentic customer journeys. Her approach blends empathy with rigorous data—the kind of balance your listeners appreciate—and her hands-on methods in CRM, deliverability, and regulatory compliance make her a go-to for complex challenges. This conversation between Perry and Ella, explores the critical role of marketing automation and AI in processing consumer data and enhancing engagement for businesses, particularly for entrepreneurs and mid-sized companies. It emphasizes the necessity of these tools in creating tailored marketing strategies that resonate with diverse consumer segments.Learn even more from Perry at www.perrysheraw.com

Thank you to our sponsors! Uniswap Mantle Hosts Ram Ahluwalia, Austin Campbell, and Chris Perkins dig into why interest rates may not fall as quickly as markets hope, why oil demand could surprise to the upside, and how retail keeps buying every dip—even while consumer confidence hits new lows. The trio also breaks down the growing collision between TradFi and crypto: whether banks can compete with blockchain-native distribution, how BlackRock's staked ETH ETF filing could reshape the market, and how yields on Ethereum and Solana represent a brand-new financial primitive. Plus, they examine Ripple's controversial raise, Citadel's push to regulate DeFi, and why major incumbents are now in a frantic race to choose their crypto “dance partners.” 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:  BlackRock Files S-1 for Staked ETH ETF Berachain Kept Secret a $25 Million Refund Right to a Brevan Howard Fund CoinDesk:  Citadel Challenges DeFi Framework in Letter to SEC, Sparking Industry Outrage Bloomberg:  Wall Street Hedged Big Crypto Bet in $500 Million Ripple Deal (XRP) Bitcoin Options Show Traders Hunkering Down for Crypto Winter Timestamps:

280: Today I'm joined by Aaron Siri, Managing Partner of the law firm Siri & Glimstad LLP and a leading voice in the vaccine safety movement. He takes an evidence-based approach to the world of vaccinology, and is presenting a practical look at why vaccines have become more like religion than science. You may recognize him from the documentary “An Inconvenient Study” produced by Del Big Tree and the Informed Consent Action Network (ICAN) - now Aaron is answering questions about lawsuits over vaccine safety and whether we can legally consider these doses “safe and effective.”   Topics Discussed: → What is the latest litigation over vaccine safety?  → Why are there so few studies on vaccines' long term effects?  → What does the National Childhood Vaccine Injury Act of 1986 actually mean for pharmaceutical companies' liability and protection? → How has public trust in vaccines shifted?  → Should the government be involved with vaccine regulations?  Sponsored By: → Function | Own your health for $365 a year - just a dollar a day. Visit https://www.functionhealth.com/realfoodology and use gift code REALFOODOLOGY100 for a $25 credit toward your membership. → Timeline | Timeline is offering 10% off your order of Mitopure Go to https://www.timeline.com/realfoodology. → Manukora | Head to https:/www.manukora.com/realfoodology to save up to 31% plus $25 worth of free gifts with the Starter Kit, which comes with an MGO 850+ Manuka Honey jar, 5 honey travel sticks, a wooden spoon, and a guidebook! → Beekeeper's Naturals | Go to https://www.beekeepersnaturals.com/realfoodology or enter code REALFOODOLOGY to get 20% off your order. → MASA | Visit https://www.masachips.com/realfoodology and use code REALFOODOLOGY for 25% off your first order. Check out MASA nationwide at your local Sprouts supermarket! → BIOptimizers | BIOptimizers is having its 12 Days of Wellness Sale. Go to https://www.bioptimizers.com/realfoodology and get your MassZymes today and the limited time free gifts. If the promo has passed, you're still covered with my exclusive code REALFOODOLOGY that always gets you at least 15% off. → Our Place | Our Place is having their biggest sale of the year right now! Save up to 35% sitewide now through January 12th, no code needed - head to https://www.fromourplace.com/realfoodology to shop the sale.  Timestamps:  → 00:00:00 - Introduction  → 00:04:23 - The Truth About Vaccine Data  → 00:13:52 - Vaccines as Religion  → 00:19:33 - Vaccines, Autism, & Lawsuits   → 00:34:55 - Dr. Jake Scott + Hearing Testimony  → 00:48:50 - National Childhood Vaccine Injury Act 1986  → 00:59:03 - Capitalism, Government + Vaccine Safety  → 01:05:12 - How to Handle Vaccine Mandates  → 01:09:25 - Vaccine Myths + Measles   → 01:21:13 - Vaccine Legislation, Studies & Immunity  → 01:31:11 - PFAS + Big Pharma Lawsuits   → 01:41:15 - Right to Informed Consent  Show Links: → Vaccines, Amen | Aaron's Book  → Siri & Glimstad, LLP | Aaron's Law Firm   → An Inconvenient Study | Documentary  Check Out: → Instagram  → X  → Substack  Check Out Courtney:  →  LEAVE US A VOICE MESSAGE →  Check Out My new FREE Grocery Guide! →  @realfoodology →  www.realfoodology.com →  My Immune Supplement by 2x4 →  Air Dr Air Purifier →  AquaTru Water Filter →  EWG Tap Water Database Produced By: Drake Peterson

What turns a kid from Brooklyn into a leader who builds and rebuilds big businesses, then starts over again by choice? Meet Mike Tepedino, Founder and Managing Partner of Blue Light Capital, whose path runs from six gritty years in loan workouts on the “what can go wrong” side of real estate became the foundation for everything that followed.We get into the leap to brokerage, the Chinese-restaurant meeting that set up HFF's rise, and the 2019 sale to JLL for about $2 billion, where scale brought new tools and reach but also a fresh look at purpose and timing.Now Mike is building again with Blue Light Capital, stepping into an underserved middle-market bridge space in the roughly $15 to $50 million range, and pairing that with BLNext, a nonprofit that trains college and pro athletes for real estate careers with 150 hours of Excel and Argus plus one-to-one mentors who have walked the path.If you care about discipline, people, and timing, this conversation delivers hard lessons and practical wisdom with zero fluff. Watch the full episode to hear how Mike thinks about focus, why small habits like handwritten notes still matter, and what it takes to start again when everyone thinks you are done. 00:00 – Welcome to the Show00:44 – Who Was “Little Mike”? Early Life & Personality01:38 – Two Defining Moments That Changed His Life03:01 – Discovering Discipline at 1903:48 – Being Forced Out of His Comfort Zone05:41 – Fear of Failure & The Shoebox of Quotes08:15 – Falling in Love With Real Estate as a Kid09:54 – The Mentor Who Changed Everything12:18 – Lessons in Marketing, Relationships & Handwritten Notes16:30 – The Dark Side of Real Estate: Learning From Bad Loans20:51 – Becoming a Broker & Betting on Himself23:02 – The Life-Changing Dinner With Mark Gibson28:53 – Scaling From 50 People to 1,000+30:51 – Surviving the 2008–2009 Financial Crisis33:59 – Joining JLL & Operating at Global Scale35:56 – Knowing When It's Time to Walk Away39:41 – Launching Blue Light Capital45:11 – BLNext: Mentoring the Next Generation of Leaders49:47 – Giving Back, Purpose & Legacy51:57 – How to Connect With Mike & Final ThoughtsMike Tepedino on Socials: IG: @blnextLinkedIn: https://www.linkedin.com/in/mike-tepedino-bluelight/Blue Lights LinkedIn: https://www.linkedin.com/company/blue-light-re/?viewAsMember=trueBL Next LinkedIn: https://www.linkedin.com/company/bl-next/?viewAsMember=trueBlue Lights Website: https://bluelightre.com/BL Next Website: https://blnext.org/Jon on Socials: IG: @thejonschultzpodcastX: @JonSchultzPodLinkedIn: https://www.linkedin.com/company/the-jon-schultz-podcastwww.jonschultz.com

On this episode Justin records live at HLTH25 in Las Vegas. Stay tuned for the next few weeks to hear all his guests. This week Justin talks to Michael Silverstein, Managing Partner of Healthcare IT & Life Sciences, DRI and Kamal Jethwani, MD, Co-Founder, Decimal.health and VP, Digital Ventures, Moffitt Cancer Center. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

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!

Caren Gertner, President & Managing Partner at the Law Office of Gertner & Gertner, joins Jon Hansen on Let’s Get Legal. Caren talks about how Cook County determines assessed value, how and when to file an assessment appeal, and more! For more information, visit gertnerandgertnerltd.com or call 312-782-9222.

Jayesh Parekh | Co-Founder,Sony Entertainment Television & Managing Partner,Good Protein FundJayesh was a Co-Founder of Sony Entertainment Television, a major multibillion-dollar television network of Sony Pictures Entertainment.He was a Managing Partner for Jungle Ventures Fund, a pan-Asian venture capital technology fund in Singapore.Jayesh is a Managing Partner of Good Protein Fund, a VC fund in Singapore that invests worldwide in Alternative Protein deep-technology startups.He is on the Advisory Board of a nonprofit Akhand Jyoti Eye Hospital in India which performs over 140,000 cataract eye surgeries every year, 80% of whichare free of charge to the patients. Jayesh spent over 12 years in IBM and was part of the team in Singapore thatbrought IBM back to India.He holds a Bachelor's in Electrical Engineering from MS University of Baroda and a Master's in Electrical Engineering from The University of Texas at Austin. He completed The University of Texas at Austin's Tower Fellows program.Jayesh is a published author of a book: ‘What Shall We Do With All This Money? Inspiring Perspectives on Wealth'.

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.

What if the most defensible companies of the AI era aren't the ones building the infrastructure—but the ones using it to rethink workflows? In this Technoventure episode, Peter High speaks with Jamie Montgomery, Founder and Managing Partner of March Capital, about why the firm is investing heavily in the AI application layer—not chips, not clouds, but the companies delivering real task-based outcomes. Key topics explored: Why workflow-based moats beat data moats in the new venture cycle How application-layer companies are scaling faster with leaner GTM The ripple effects of AI CapEx on the U.S. economy and tax base March Capital's bets on open-source LLMs and scientific discovery Why Montgomery believes AI “bailed out” the U.S. and VC industry alike

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.

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/

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

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

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 […]

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

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  

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 

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/

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.

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.

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.  

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...

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

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.

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:

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

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

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.

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)

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! 

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.