Podcasts about managing partners

This episode recorded live at the Becker's 3rd Annual Spring Payer Issues Roundtable features Kourtney Witten, Area Vice President Network Managing Partner Wisconsin, Advocate Health. Witten discusses how her organization is leveraging data, technology, and relationship-based care to reduce costs, close care gaps, and deliver high-quality, patient-centered outcomes across diverse populations.

In this episode, Tyler breaks down what it truly takes to raise capital. He breaks down the road blocks and provides tips on how to get out there and add value. 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 Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Brent Vartan is Managing Partner and Co-Founder at Bullish, a unique hybrid combining a branding agency and a consumer-focused venture fund. With decades of experience in brand strategy, Brent and his team have been early investors and builders behind some of the most iconic DTC and consumer brands of the past decade, including Peloton, Warby Parker, Casper, Harry's, Hu, Bubble, and more.In this episode of DTC Pod, Brent shares his perspective on what it takes to build generational consumer brands from the earliest stages. He discusses Bullish's hands-on investment approach, the importance of brand strategy as a growth mechanism, and what differentiates brands that become household names. Brent also breaks down real playbooks from companies like Sunday Lawn and Nom Nom, providing founders concrete advice on what it takes to build brands worth talking about—and worth buying.Interact with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. Bullish's hybrid brand agency and VC model2. What it means to invest as “first money” and why it matters3. The difference between building a business and building a brand4. Why customer lifetime value (CLV) trumps CAC and COGS5. Product-market fit: moving from awareness to lifetime value6. How Bullish supports brands like Harry's and Nom Nom in their earliest days7. Tactical advice for founders on capital raising and allocation8. Building brands for acquisition vs. IPO9. The playbook for becoming an acquisition target (what buyers actually want)10. The underrated power of innovation and product launches11. The role of cultural relevance in DTC brand building12. Real-world examples from Sunday Lawn, Peloton, Bubble Beauty, and more13. How great DTC brands focus on AOV, CLV, and brand loyalty14. Pitfalls to avoid around capital structure and loss of momentumTimestamps00:00 Introducing Brent Vartan and Bullish03:49 Bullish's track record and notable investments05:22 What makes Bullish different10:10 Investing as “first money,” how Bullish evaluates concepts13:19 Patterns Bullish looks for in breakout DTC brands16:09 Deep dive: Sunday Lawn's growth and strategy18:36 Positioning Harry's and building a hundred-year business21:04 Timelines, capital, and operational realities for breakout brands23:37 Building for acquisition vs. IPO: how strategies diverge28:57 What buyers are really seeking in DTC acquisitions31:47 Nom Nom's Mars acquisition and the power of niche audiences33:59 The importance of cultural relevance and taking creative “shots”35:32 Bubble Beauty: case study in innovation and customer engagement38:27 Finding the right capital structure and maintaining founder equity41:06 The risks of stalling momentum and overplanning43:33 Where to allocate raised capital: innovation vs. marketing46:20 Where to find Bullish, Brent's socials, and their newsletterShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more.  Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• ​​​​#243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokBrent Vartan - Managing Partner & Co-Founder of BullishBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

To unlock your company's full potential, it's essential to prioritize effectively while keeping an eye on future growth amidst everyday demands.    You're bombarded with advice, ideas, data, and they all can be urgent — but the actions chosen underpin your company's relevance and growth. It is up to you to decide what is practical and pragmatic and prioritize those actions. Leading with limits is crucial for your business.   Ideas, plans, ROI expectations are all part of the beginning. Once decisions are made, everyone gets moving — without knowing what the end looks like. Start adding endings before implementation begins. Without endings, even the best-run teams fall short and don't quite make it to the finish (because there isn't one!).   The outcomes of a growth strategy hinge on what we choose to prioritize. Our priorities reflect our values, and these values shape our work culture. Our achievements multiply when we deepen our understanding of each other and how we collaborate.   In this program, you will learn the power of using “no” as a boundary, why to create endings to achieve more, and why Present Retreat™ is the most powerful strategic tool amidst daily demands. Jess Dewell, Managing Partner at Red Direction and your host, shares with you why it is BOLD to focus on doing as much impactful as possible.   Here's what to expect:  Boundaries are important, and saying NO is a crucial boundary. Quick changes and our never-ending to-do lists often lead to burnout. Strategies for managing too many good ideas. The Present Retreat: a powerful strategic tool at your disposal. Focus on impactful work — now and in the near future, balancing both interest and influence.   By making small shifts, you can create lasting positive impacts that build on the work you've already accomplished while leveraging existing skills and strengths.    If you recognize that you're already steering the direction of your company's future, this is the moment to pay attention — your breakthrough moments for future growth can come from making intentional choices among the wealth of ideas and advice surrounding you. —-----------------   If you want to identify business bottlenecks, the necessary skills, the initial actions to take, the expected milestones, and the priorities for achieving growth, try the “Growth Framework Reset“ approach. This will help you keep learning and growing while working strategically on your business. -------------------- You can get in touch with Jess Dewell on Twitter,  LinkedIn or Red Direction website.

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Gregor Gimmy, founder of 27pilots, a company dedicated to helping companies build and scale Venture Client units and allows them to benefit from startup innovations faster at large scale and significantly lower cost and risk than traditional corporate venturing methods. On this episode we will explore how this Venture Client model is shaping corporate innovation, the strategic benefits it offers, and how companies can adopt this game-changing approach to stay ahead in a competitive world. KEY TAKEAWAYS When I joined BMW in 2012 I was surprised to find out the small number of startups that it was leveraging to improve its technology landscape across its value chain. I told them that CVCs were investing in 2.8 startups per year. This is not nearly the number needed to solve all the technology challenges that we have, we need more like 100. My initial idea was not to invent a new model but to improve the current one. I was told that if they invested in 50 startups per year they would have around 250 startups in 5 years whose equity state we would have to manage, which is impossible. I concluded that VC isn't scalable, but it didn't solve the problem BMW had either, which was accessing, adopting, and transferring cutting edge technology fast because it's about investment not technology transfer. These are two totally different business processes. We needed to look for a new approach: becoming a Venture Client. Accelerators and CVCs are indirect models – like using a third party's battery technology in the cars you produce – you first make the investment and then do the adoption of the technology. The different in the Venture Client model is cutting out the middleman. If you want to be good at something you need a dedicated unit. If you do it part time it will only work partly. If you make it a department you can have more time you can dedicate to it, you can have a dedicated budget, you have a more solid KPI structure. BEST MOMENTS ‘More than getting into the world of Venture Client Modelling, I invented the world.' ‘A Venture Client is a company that adopts startup technologies through procurement and M&A.' ‘A corporate cannot compete against a good startup like Palantir or Oracle when they were startups.' ‘The Venture Client model will displace Corporate Venture Capital to become the standard of corporate venturing.' ABOUT THE GUEST As captain of the 27pilots endeavour, and the visionary behind the Venture Client model, Gregor GImmy focuses on advancing Venture Client knowledge and growing the global community through 27pilots' corporate clients and academic allies. Gregor is deeply engaged in researching, publishing, and lecturing on the Venture Client model through leading business schools and top business engagements. Gregor is also a frequent speaker at startup-relevant conferences such as Slush, Web Summit, 4YFN and DLD. 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/

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: ====================================================== RESOURCES https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com Watch the video here: https://www.youtube.com/@halotalks ====================================================== ABOUT YOUR INSTRUCTOR Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series. Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.) ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

In February this year BP announced it was cutting its investment in green energy ventures from $5B to $2B while reallocating $10B to fossil fuels, and abandoning its 2030 oil output reduction target. Shell has also scrapped its planned 20% carbon reduction cut for 2030. It's not a good display of intent from the perspective of the energy transition. In a highly volatile and uncertain policy environment it's troubling for investors and clean energy developers. The prioritisation of short-term profit at the expense of long-term climate impact has many implications.To find out, host Sylvia Leyva Martinez is joined by private investor Ben Dell, Managing Partner at Kimmeridge. He says that while “everyone wants low-cost energy on demand with a minimal carbon footprint, every dollar invested has to be cost-competitive. Philanthropy is not an investing strategy.” What does that mean in the context of clean energy deployment?Plus, Wood Mac analyst Tom Ellacott joins the show to look at the outlook for oil and gas in light of the news from the majors. As he sees it, gas is a growth fuel for the next 20 - 30 years and the most optimal power delivery system is still renewables paired with small-scale batteries and natural gas. So why are major energy providers flip-flopping with their strategies when this is widely accepted?The key questions are: how are oil and gas majors adjusting their capital allocation between fossil fuels and renewables? What's the role of natural gas in the transition? And how should investors navigate volatility and uncertainty in energy markets? You'll get the answers here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today's show features: Gerry Raymond, President of Gerry Raymond Automotive Andy Wright, Managing Partner of VINART Automotive Group This episode is brought to you by: CarNow – CarNow isn't just about flashy features or marketing buzz. It's about helping dealers actually sell more. One store moved from a 3% close rate to 30% in just a month by switching to our connected platform. That's the kind of lift you can't ignore. From Chat & Messaging to ReConnect's assisted follow-up, it all just works - and it works together. Curious what that kind of performance could look like for you? Take a look at the numbers: https://carguymedia.com/carnow Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.twitter.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ dealershipguy.com

Discover professional financial wisdom and why multifamily real estate is the ultimate path to building lasting wealth with Taryll Robinson and Cyndi Maguire. Learn proven strategies, smart investing principles, and how to create true financial freedom.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 Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

The National Oceanic And Atmospheric Administration will be eliminates funding for the Traffic Coordination System for Space (TraCSS) in its Fiscal Year 2026 budget.  LeoLabs has been selected for a $4M Tactical Funding Increase (TACFI) opportunity by the US Space Force's SpaceWERX. Thales Alenia Space has been selected by CNES to develop a very-high-throughput laser communications demonstrator, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Kirk Konert, Managing Partner at AE Industrial Partners and Chairman of the Board at Firefly Aerospace.  You can connect with Kirk on LinkedIn, and learn more about AE Industrial Partners on their website. Selected Reading National Oceanic And Atmospheric Administration Budget Estimates Fiscal Year 2026  LeoLabs Selected by USSF to Further Develop Next-Gen, Scout-Class Radar Capabilities to Detect and Track Launches Thales Alenia Space to develop SOLiS very-high-throughput laser communications demonstrator Sidus Space Partners with VORAGO Technologies to Advance Radiation-Hardened Compute Capabilities for Scalable Space and Defense Infrastructure Momentus and Orbit Fab Partner to Advance Space Servicing with Podracer and RAFTI Demonstration Flight Rocket Lab Successfully Completes Critical Design Review for Space Development Agency's T2TL-Beta Constellation ESA - Watch MTG-S1 and Sentinel-4 launch live Teledyne Space Imaging CIS120 sensors launch on Japanese GOSAT-GW climate change observation mission - Game Developers Conference News Today China's Tianwen-2 probe sent back images of Earth and moon - CGTN NASA+ is Coming to Netflix This Summer - NASA T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ben Wiener, Managing Partner of Jumpspeed Ventures and author of Fever Pitch: shares how to sell your vision, raise venture capital and launch your startup using storytelling. Improve your storytelling immediately with my The ABTs of Agile Communications™ quick online course to learn the agile narrative framework that all influential business communication is built on.  Grab your copy of The Narrative Gym for Business, a short guide on crafting ABTs for all of your communications.  Read Brand Bewitchery: How to Wield the Story Cycle System™ to Craft Spellbinding Stories for Your Brand.  #StoryOn! ≈Park

As the Founder and Managing Partner of One Wealth Advisors, David Steele sets the strategy, vision, and culture for the firm, leveraging his nearly 30 years in finance and as an entrepreneur. A person of many interests, he manages to balance logic with creativity through his varied unexpected activities. David has worked hard to help build a firm that acts as a fiduciary for our clients, always placing the interests of those we serve above everything else. The firm's north star is helping people lead happier and more peaceful lives. Though his primary role is Managing Partner of One Wealth Advisors, he is also the Founder and a Principal Partner of the Flour + Water Hospitality Group as well as an avid supporter of local arts and cultural organizations. He is on the board of both Playground, a non-profit playwright incubator, and Zero Food Print, an organization that works with restaurants all over the world that are committed to fighting climate change. Constantly on the move, often with his iPhone to his ear, David can be found alternately wandering the streets of New York City or snowboarding the backcountry runs of Lake Tahoe. Contrary to popular belief, he actually does sleep. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Ally and David Steele: Website: onewealth.net                                           *E – explicit language may be used in this podcast.

The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent to welcome Benn Eifert, Founder and Managing Partner of QVR Advisors, back to the Alpha Exchange.Benn brings a data-driven lens to today's complex volatility markets, and in this conversation, he discusses the unintended consequences of crowded risk-managed option strategies, such as buffer ETFs and overwriting. We explore how structural flows have drained the volatility risk premium, especially from the front end of the curve where the flow has especially been one way, leading to substantial optionality being sold into the marketplace. Benn states that since 2012, the VRP has largely vanished, leaving the returns to owning short-dated straddles actually positive since then. For risk-managed ETFs, the implications are unfavorable as many of these strategies often reduce beta without providing meaningful downside protection, results that are posted on the QVR website. From Benn's perspective, even for a large and liquid options complex like the S&P 500, the sheer volume of capital chasing the same trade is distorting expected returns.We finish the conversation by exploring the evolution of QVR's trade implementation and risk management practices. Here, Benn shares that the listed options market has become a focal point relative to years ago when OTC products transacted bi-laterally with large banks were of greater importance. The approach now leans into technology and seeking to exit and enter trades more passively, with a market-making approach.I hope you enjoy this episode of the Alpha Exchange, my conversation with Benn Eifert.

On this episode of Deal Debrief, we're joined by Jeh Vevaina, Managing Partner and Global Chief Investment Officer of Brookfield's Renewable Power and Transition Group, and Ed Bayford, VP of Investments. They take us deeper into one of the largest deals ever completed in the sector: the acquisition of Neoen, a global leader in the development and operation of renewable power.Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

Welcome back to Architecture 5 10 20! I'm your host, Guy Geier, Managing Partner of FXCollaborative Architects in New York. My guests for this podcast are pioneers and visionaries shaping the future of the built environment across various disciplines. Join me in exploring their remarkable journeys, discovering how they reach their current heights, and envisioning what lies ahead in the next 5, 10, and 20 years. I am thrilled to welcome Adam Fisher to the podcast for this episode! Adam is the Managing Director of Sustainable Brokerage at JLL, and he joins me in this episode to discuss his background and how he became focused on the intersection of sustainability and real estate. After first studying mechanical engineering with a focus on energy efficiency, he made a transition into sustainability consulting and eventually joined JLL to help build out their sustainability strategies. Listen in as Adam explains the concept of "sustainable transaction strategies", which goes beyond just green leasing to look at the entire lifecycle of a real estate transaction, including understanding the client's sustainability targets, identifying sustainable spaces and landlord partners, using sustainability in lease negotiations, and aligning on aspects such as but not limited to waste management. A key challenge that Adam highlights in the episode is the gap between intentions and what is actually enforced when it comes to sustainability, and he strongly advocates for more specific, discrete clauses that outline clear responsibilities and verification for both landlords and tenants. Looking ahead to the future, Adam is optimistic, seeing sustainability becoming more effectively integrated into core business processes rather than being a siloed function. Facility managers and building operators will need to be brought into the conversation and empowered to make sustainable decisions. Overall, the real estate industry has a significant opportunity to drive meaningful change through informed, forward-looking decisions around sustainability, and Adam really helps drive this home. His insights into sustainable real estate transaction strategies emphasize the importance of a holistic process that embeds sustainability throughout the transaction cycle. As sustainability becomes further integrated into the real estate process and regulatory measures continue to be implemented, the industry has a unique opportunity and responsibility to drive meaningful change through informed, forward-looking decisions. Enjoy my conversation with Adam Fisher!   Time stamps: [02:04] - Adam Fisher reveals how having watched the documentary An Inconvenient Truth sparked his journey into sustainable real estate solutions. [04:37] - Hear how, at JLL, Adam bridged sustainability and brokerage by launching a unified advisory business model. [06:54] - Sustainable transactions require aligning corporate goals, building selection, and lease terms from the very beginning. [10:15] - Adam argues that most lease clauses lack teeth, so he advocates for enforceable commitments between parties. [12:11] - Real estate sustainability work requires expertise in buildings, people, and persuasive communication and not just green knowledge. [14:44] - Adam points out that strong early coordination among all stakeholders prevents surprises during lease negotiations and construction planning. [16:46] - Companies set sustainability goals but unfortunately rarely integrate them into real estate. [18:33] - Despite political backlash, many firms are quietly maintaining long-term sustainability and decarbonization commitments. [20:39] - Adam points out that sustainability efforts have shifted from short-term savings to long-term asset value and risk avoidance. [22:34] - Retrofitting buildings now prioritizes long-term value, tenant expectations, and risk avoidance. [24:11] - High tenant demand for sustainable real estate far exceeds current supply. [26:37] - Adam argues that sustainability needs to be integrated into core business operations and not treated as a separate initiative. [29:15] - Education is crucial so building operators understand and properly use high-performance systems as are intended. [30:38] - Engaging operators directly is ke or else smart building strategies will fail despite great planning. Links / Resources:Guy Geier Instagram | Twitter Adam Fisher / JLL Adam's LinkedIn | JLL Website | JLL LinkedIn  

As conversations around AI continue to shape our present and future, I sat down with Aaron Berkey—co-founder and managing partner of Okeanos, a venture capital firm with a community-first approach to investing, to explore the intersection of family, business, and purpose in a rapidly evolving world.On this episode of the pod, Aaron shares the power of positive reinforcement in parenting, the need to support female-founded businesses, and how AI and automation are reshaping healthcare and the labor market. We dive into how consistent discipline and strong community ties play a critical role in building a meaningful life and career. We reflect on the rising value of authentic human connection and creativity in an increasingly tech-driven age—and why staying grounded in relationships may be our most valuable asset.Aaron is also the co-host of The Entrepreneur's Dream: The Pursuit of Happiness, a new podcast exploring the emotional and professional journeys of entrepreneurs at every stage of business. Learn more about Aaron at okeanos.vc and check out The Entrepreneur's Dream: The Pursuit of Happiness on Spotify.

Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture.This week, Andreas Munk Holm sits down with Paolo Pio, co-founder and Managing Partner at Exceptional Ventures — a mission-driven early-stage fund investing in the future of human health, fitness, nutrition, and longevity.Paolo shares how a personal obsession with sleep, metabolism, and fitness evolved into a structured thesis for investing in businesses and technologies that help us live better, longer — and how Exceptional Ventures plans to back over 200 founders across three funds to deliver returns that match the mission.

On this episode of Multifamily Mastery, John Casmon interviews Ken Gee, a former CPA and commercial lender who transitioned into multifamily real estate to reclaim time with his family and build lasting wealth. Ken shares his journey from burning the midnight oil as a tax professional to buying his first apartment buildings and making half a million dollars in profit. He emphasizes the importance of overcoming limiting beliefs, finding the right partners (like his "Gary"), and continually evolving your investment strategy—from syndications to blind pool funds. The conversation is packed with advice on adding value, raising capital, and building trust with brokers and investors. Ken Gee Current Role: Founder & Managing Partner at KRI Partners Based in: Cleveland, Ohio Say hi to him at: https://www.kripartners.com Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Pete Najarian, Co-Founder of Market Rebellion and optionMONSTER   Ken Polcari, Managing Partner at Kace Capital Advisors; Chief Market Strategist at SlateStone Wealth Learn more about your ad choices. Visit megaphone.fm/adchoices

Tyler Deveraux reminds to keep things simple and to over complicate your first deal. Trust... but verify the details and make a move. 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 Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

In this week's Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the internal battle for Fed Chair Powell's job and the ramifications of “easy money” and a big win for A.I. in court that makes investing in it potentially more attractive. Plus, a great debate over do you need a wealth manager versus doing everything on your own? It's a conversation you don't want to miss. Key Takeaways: Why the S&P is at a Record High How to Know if We've Avoided Recession and Stagflation The Risks that Come with Rate Cuts and Easy Money How Wealth Managers Make You More Money Than They Cost You Get Peter and Andey's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Bleakley Financial on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters 2:15 Boockvar: Why the S&P is at a Near Record High 4:20 Rally Isn't Because of Great Economic Data 5:05 Don't Try to Time the Market and Opportunities 6:35 Boockvar: How to Know if we Have Avoided Recession/Stagflation 9:15 Fed Chair Jerome Powell's Testimony to Congress and the Fed Governor's Revolts 11:35 The Pros and Cons of Rate Cuts 13:40 Big Win for A.I. and for A.I. Investors 16:25 Should Your Portfolio Lean Into A.I. — and a deep dive into Amazon, Google 20:00 Do You Really Need a Wealth Manager—a Debate 20:56 If Index Funds Outperform Portfolio Managers Why Do I Need An Advisor? And the Difference Between Portfolio Managers and Wealth Managers 24:51 How Can a Wealth Manager Help Me During Big Life Changes Like Divorce 27:50 How Can You Find a Wealth Manager that is Right for You? 31:55 What to Watch for Next Week Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Stocks #Recession #FederalReserve #AIMarket #JeromePowell #RateCuts #S&P500 #MarketOutlook #WealthManagement #EconomicOutlook ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Ruchaber, Founder and Managing Partner, RootPartners, and Daniel Mohan, Shareholder, Polsinelli, discuss how to avoid some of the common pitfalls they see in health care transactions and what can be done throughout the deal process to ensure a successful transaction. They cover the legal and transactional pitfalls that occur during the planning/pre-marketing phase, the marketing phase through Letter of Intent, and the formal diligence phase and closing. Sponsored by RootPartners.Watch this episode: https://www.youtube.com/watch?v=T4ZNbeym1FsLearn more about RootPartners: https://www.root-partners.com/ Essential Legal Updates, Now in Audio AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast. Stay At the Forefront of Health Legal Education Learn more about AHLA and the educational resources available to the health law community at https://www.americanhealthlaw.org/.

David Evans, Managing Partner at Sentiero Ventures, discusses his firm's AI investment thesis.

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 week, we're joined by Vlad, the leverage legend behind Lighter, a zk-powered DEX taking aim at Hyperliquid in the rising CLOB wars. We unpack the new Token Transparency Framework from Blockworks and whether self-regulation can fix crypto's disclosure problem. Should VC wallets be public? Are market-making deals legally risky? And why do most projects still say nothing? Plus: Vlad explains how Lighter uses zero-knowledge proofs to enforce fairness and fight toxic flow—without harming retail. And Circle's stock goes full meme mode, TikTok retail piles in, and Robert reveals he's short. Is crypto finally growing up—or just evolving its chaos? Show highlights

Jeremy Horowitz is the Managing Partner of Because Ventures and the creator of Let's Buy a Biz!, a media brand and private equity-backed content engine built to make ecommerce M&A more transparent, data-driven, and founder-friendly. Because Ventures is a private equity search fund focused on acquiring and scaling Shopify brands and apps, while Let's Buy a Biz! documents what it actually takes to grow Top 1% ecommerce businesses.Before launching either venture, Jeremy worked across every layer of the Shopify ecosystem from scaling high-growth DTC brands like Lumi, to leading growth at top-performing Shopify apps like Gorgias. His on-the-ground experience gave him a front-row seat to what really drives retention, profit, and valuation. Now, through Because Ventures, Jeremy applies that knowledge to acquire and operate ecommerce businesses with sustainable margins and focused stacks.Whether debunking the myth that “every brand needs subscriptions,” tracking the 84% adoption rate of email/SMS across $1M+ stores, or predicting which app categories will consolidate over the next five years, Jeremy brings a deep analytical lens to ecommerce strategy. He shares insights from crawling 103,000 Shopify stores, explains why most loyalty programs fail, and urges founders to simplify their tech stack before adding complexity. His story is a masterclass in using real data, not hype to guide business decisions.In This Conversation We Discuss: [00:40] Intro[00:55] Scaling DTC brands to eight figures[02:03] Expanding beyond Shopify Plus assumptions[04:18] Filtering out inactive and duplicate stores[05:05] Highlighting the top 10 most used apps[09:08] Focusing on what actually drives growth[10:56] Comparing native vs third-party app adoption[12:23] Spotting analytics as a breakout category[14:11] Explaining why real CRO starts at $5M+[16:49] Spotting support as an underused category[18:29] Unpacking the subscription model myth[22:47] Auditing app stacks to save thousandsResources:Subscribe to Honest Ecommerce on YoutubeEcommerce Social Impact Fund because.ventures/index.htmlInsider analysis of the largest Ecommerce brands' financials letsbuyabiz.xyz/Follow Jeremy Horowitz linkedin.com/in/jeremyhorowitz1If you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

Morgan sits down with Pete Cannito, CEO of Redwire, and Kirk Konert, Managing Partner at, AE Industrial -- one of the few aerospace private equity firms out there--to discuss Redwire's game-changing acquisition of Edge Autonomy and how it transforms the company. The conversation explores how drones, AI, and autonomous systems are reshaping modern warfare, the growing investment in defense tech, and the role of space in global deterrence strategies. Cannito and Konert share insights on navigating this dynamic landscape and seizing a trillion-dollar market opportunity. 

Victor Basta, Managing Partner and Co-founder of Artis Partners, joins OPTO Sessions to share his two-stage exit preparation process - designed to ensure companies are bought, not sold. He delves into why success often comes to those who exit uncomfortably early, the critical roles of boards and CEOs, and what it truly means to be prepared for an exit. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fdX: https://twitter.com/OptoThemesInstagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qrLinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/Facebook: https://www.facebook.com/OptoThemes-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

Morgan sits down with Pete Cannito, CEO of Redwire, and Kirk Konert, Managing Partner at, AE Industrial -- one of the few aerospace private equity firms out there--to discuss Redwire's game-changing acquisition of Edge Autonomy and how it transforms the company. The conversation explores how drones, AI, and autonomous systems are reshaping modern warfare, the growing investment in defense tech, and the role of space in global deterrence strategies. Cannito and Konert share insights on navigating this dynamic landscape and seizing a trillion-dollar market opportunity. 

On this episode of the Scouting For Growth podcast, Sabine VdL talks about the launch of a new series of podcasts exploring the Venture Client Model which is turning corporate innovation on its head. Instead of merely investing in startups and crossing fingers, big companies buy from startups to drive innovation – today, not years from now. Imagine a world where a major fortune 500, an automotive manufacturer, an insurance giant or a bank can plug in a cutting-edge startup solution as easily as adding a new app to your phone. The questions Sabine tackles include: What if your company's next breakthrough isn't built in-house, but bought from a startup in an early pilot? And what if being a startup's customer is more powerful than being its investor? KEY TAKEAWAYS At its core, a venture client is a corporation that purchases and uses a startup's solution to gain strategic benefit. No equity stakes, no controlling shares – just buying the solution early, when the startup is still a venture. The company becomes the startup's client (often the first or an early client), giving the startup revenue and feedback, while the corporate gets to solve a problem with a cutting-edge product. Insurance is traditionally conservative – heavy on compliance, cautious with new tech – slow, one might say. But that's exactly why venture clienting is so powerful here: it creates a safe sandbox for insurers to experiment with startups. – Zurich has no corporate VC arm at the group level, so everything they do with startups ends up as a venture client relationship or partnership. That means all the effort goes into tangible pilots and deployments, not minority stakes in startups that might not align with the business. It's a bold approach, but clearly paying off. Imagine car insurance: traditionally, if you buy a policy in many countries, an agent might physically inspect your car, or if you have an accident, an adjuster needs to assess damage. CamCom replaces a lot of that with a DIY solution – the customer can just take a video of the car, and the AI will spot scratches, dents, cracked windshields, you name it, and even estimate repair costs. That means faster claims, smoother policy underwriting, and less hassle. BEST MOMENTS ‘The Venture Client Model flips the usual script: instead of investing in ten startups and hoping one succeeds, you pay a startup to solve a problem and start benefiting immediately.' ‘This isn't just theory. It's happening now.' ‘The model turns the corporation into what I like to call an innovation magnet – attracting the best startups because the word is out: “This company loves to buy new tech”.' ‘By the end of this series, you'll know the ins and outs of the model, from big-picture strategy down to on-the-ground tips, like why having a one-page startup contract can save you months of headaches, or why “impossible” should be banished from your vocabulary.' 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 IBM Institute for Business Value Study says that A.I. investments will more than double over the next two years. A study was just done with over 30,000 CEO's. What are their priorities? Mark talks with Salima Lin Managing Partner, Strategy, M&A, Transformation and Thought Leadership IBM Consulting. A very interesting episode.

What does it really take to build a franchise brand where record sales, loyalty, and work-life balance all go hand-in-hand?Today's guest, Sam Ballas, is a serious numbers guy (his license plate literally says EBITDA!). And he is diving into his trademarked philosophy “driven by unit level economics”. Sam shares why focusing on the numbers at each location beats chasing super-sized national growth, and how regional relationships and relentless data tracking keeps his brands profitable and tight-knit. He also shares the importance of the quality of life (and ballet recitals!) even before expansion and how he stops franchise sales entirely when the time isn't right.Sam G. Ballas is the visionary Founder and Managing Partner of ZorAbility, Inc., as well as the President and Chief Executive Officer of East Coast Wings + Grill (ECW+G), Co-Founder of Sammy's Sliders, Co-Founder/Investor of Dine Growth Group (DGG) and Vice Chair of the International Franchise Association (IFA). With over 40 years of experience in the restaurant industry and 31 years in financial markets and retail real estate development, Sam has cultivated a deep understanding of building successful franchise models. His leadership is grounded in blending traditional methods with innovative, proprietary strategies to create enduring brands.So, if you want honest, battle-tested advice on franchising, balancing growth and happiness, and building teams that actually love what they do then this episode is for you!Connect with SamEmail - sam.ballas@eastcoastwings.comEmail - sammy.sliders@sgb.comEpisode Highlights:Sam Ballas' background and brand philosophyBuilding franchise brands and expansion strategyWhat are FSO's and how do they functionData-driven strategies and supporting franchiseesLeadership decisions during market challengesVetting ideal franchise ownersThe realities and challenges of restaurant franchisingLife-work balance and organizational cultureTeam structure and leadership modelValidation and franchise system growthFranchisee support and operational consistencyFranchise Directory - https://www.sba.gov/document/support-sba-franchise-directoryFranchise Registry - https://www.franchiseregistry.com/Current SBA SOP - https://www.sba.gov/document/sop-50-10-lender-development-company-loan-programsConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com

Automakers, tech giants, and others push back against Trump's proposed 25% chip tariff.It's reported that the US strikes on Iran's nuclear facilities in Fordow and Natanz actually only set Iran's nuclear program back about 3-6 months. Sam Altman leaks emails between him and IYO founder Jason Rugolo ahead of their legal battle over OpenAI's IO.And we got a special funding announcement from a company creating new digital minds.Featured Guests: Rob Biederman, Managing Partner, Asymmetric Capital Partners and Dara Ladjevardian, Co-founder and CEO, DelphiDOWNLOAD PUBLIC: ⁠https://public.com/ventureInvest in everything—stocks, options, bonds, crypto. You can even earn some of the highest yields in the industry—like the 7% or higher yield you can lock in with a Bond Account. Public is a FINRA-registered, SIPC-insured platform that takes your investments as seriously as you do. Fund your account in five minutes or less at ⁠⁠(https://public.com/venture?utm_source...) and get up to $10,000 when you transfer your old portfolio.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 7%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 5/15/2025. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-sc...)*Terms and Conditions (https://help.public.com/en/articles/6...) apply.

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule  ====================================================== RESOURCES  https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com  Watch the video here: https://www.youtube.com/@halotalks   =================================================== ABOUT YOUR INSTRUCTOR  Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.  Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)  ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

This week on Swimming with Allocators, Earnest and Alexa welcome Brian Brackeen, Managing Partner at Lightship Capital. Brian shares his unconventional journey from tech founder to venture capital allocator. He discusses his vision for democratizing venture capital by investing in overlooked regions like the Midwest and challenging traditional investment biases, and emphasizes the importance of founder-focused investing, leveraging AI in fund management, and creating opportunities beyond coastal tech hubs. Key insights include his critique of performative DEI efforts, the potential transformative impact of AI across industries, and his belief that smaller funds in underserved regions can generate significant returns. Also, don't miss our insider segment as Idan Netser from Sidley law firm discusses how legal firms can serve as valuable connectors and advisors in the venture capital ecosystem, helping GPs and LPs network, make introductions, facilitate deal opportunities, and provide strategic guidance beyond traditional legal services.Highlights from this week's conversation include:Brian's Journey into Tech and VC (0:40)Motivation for Starting Anchor Fund (6:27)Geographic and Diversity Challenges in VC (8:13)Investment Strategy and Diligence Process (9:38)Fund Size, Target LPs, and Support Services (11:50)Decision-Making and Fund Selection (13:17)Insider Segment: Benefits of Legal Firms for VCs (15:57)Trends in VC and LP/GP Terms (20:18)How LPs Should Approach Emerging Managers (23:51)Traits and Diligence for Fund Managers (25:56)AI in Fund Diligence and Operations (29:36)AI's Future Economic Impact (32:52)Transferable Skills and Workforce Evolution (39:58)Anchor Fund's Long-Term Vision (44:54)Final Thoughts and Takeaways (45:50)Lightship Capital Anchor Fund is a fund-of-funds strategy dedicated to driving economic growth by investing in small businesses through venture funds and direct investments. With a focus on diversity and measurable outcomes, Anchor Fund supports fund managers across the Americas, Africa, and Europe, ensuring long-term financial success and community impact. Learn more at www.lightship.capital/anchorfund.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.

Barry Gleeson is a certified growth coach and business owner.  In this episode, he talks about being on-purpose, how your energy is moving, re-investing in yourself, perspective from coaching, and taking time to think.Since 2004, Barry has worked with owners and leaders of privately held family businesses, helping them to focus strategically to outperform their competitors. He has a passion for engaging with leadership teams enabling them to break through status quo to deliver exceptional results. Barry is the Managing Partner of The Kelsey Group and is the Owner of The Alternative Board (TAB) Franchise in St. Louis, an international Peer Advisory and Executive Coaching organization.  Prior to that, he spent 15 years working with a Fortune 100 Defense Contractor in a variety of management positions and he was the VP and General manager of a privately-held Material Handling Distributor.Barry is a Certified Growth Coach with the Scaling Up organization, an international community of growth coaches, helping leadership teams of small and mid-market companies scale their organization by implementing the Rockefeller Habits. He is also certified in Behavioral, Motivational and Acumen Sciences. Having such diverse background in both large public and small privately held businesses, and in many different industries, Barry brings his clients strategy, perspective, and accountability for growth.To learn more, visit:linkedin.com/in/jason-Shupp-18b4619bListen to more episodes on Mission Matters:https://missionmatters.com/author/Jason-Shupp/

Sabine VdL talks to Lou Smith, a true trailblazer in the world of financial services and insurance. In today's episode, we'll dive into Lou's incredible journey, explore the vision behind Neuron, and discuss the key takeaways from the latest report that insurance providers need to consider.    KEY TAKEAWAYS We all have moments in life where the last thing we want to look at is out credit rating and history, but those things can affect how you access financial services in the future. Lou was part of the team that delivered the first end-to-end mortgage renewal online, started to break down investments and getting it to the hands of the many rather than the few. Everybody says insurance is behind the rest of the financial services industry, and it's a funny statement. It doesn't matter. What I'm seeing in insurance in the last 5-6 years is that this conversation has circled around about what do we do? But in the last 12-18 months I've seen a passion for how do now think about using digital, distribution models, digital, analytics and AI and thinking of all of those things together and deliver distribution models that start to move industry forward. The challenge is always in leadership, culture and change adoption. This is because it's really difficult to step into an unknown and think it's going to be better than what you're doing today. You want to power people with the data and capabilities so they can do what they're brilliant at, which is focusing on the best product and position for their client. Neuron and others enable brokers to do that. You also want to attract a new generation into the brokering sector, but rather than have them focus on the admin of that sector, they should be having great conversations with clients. All the work we're doing enables brokers to do that.   BEST MOMENTS ‘When starting my career I had a real passion for how to make the services we were offering more successful for clients and customers.'‘We care about the customer and making financial data accessible to you through the narratives we use.'‘I'd love to say this was all planned out, we didn't call it anything or know what it looked like, we just started to bring data and technologies together to build ‘workflow' and that's now become cool.'‘We want to be the easiest, most predictable and consistent broker to work with.'   ABOUT THE GUEST Louise (or Lou) Smith is a trailblazer in the financial services and insurance industries, with a career spanning leadership roles across digital transformation, data, product innovation, distribution, technology, and operations.  Her journey has been marked by groundbreaking achievements, including delivering the UK's first steps into digital distribution at Barclays, leading the digital transformation of the Royal Bank of Scotland (including NatWest) during its turnaround to profitability, and becoming the first-ever Chief Digital Officer at Lloyd's of London.  Currently, Louise is at the helm of Neuron, a transformative initiative aimed at redefining the insurance and financial services landscape. Through Neuron, she is driving innovation, collaboration, and growth, focusing on creating a more connected and customer-centric industry. WTWCO 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/

This episode is a little different from what we usually cover on New Frontiers, but it's one I couldn't wait to bring to you. I've been thinking a lot about how we—as clinicians—are supposed to keep up in this era of high-throughput technology. We're swimming in data: labs, multi-omics, diet logs… and an ever-growing stream from wearables. There's just so much coming at us, and too often, we're awash in a sea of information without adequate interpretive power. That's why this conversation with Dr. Rana el Kaliouby felt so important. She's not just an AI scientist—she's a visionary and a total badass. She's building technology that doesn't just process data, but actually helps us become better clinicians and better humans. We get into the ethics, the potential, the parenting implications—and yes, a personal story about a tragedy in my own hometown that made this all hit very close to home. This one's powerful, and I hope it sparks the same questions and inspiration for you as it did for me. ~DrKF TRIGGER WARNING This episode touches on sensitive topics, including gun violence and suicide, in the context of empathy, mental health, and technology. If you or someone you know is struggling, please seek help. We share this with care and hope it offers support and perspective. Check out the show notes at https://www.drkarafitzgerald.com/fxmed-podcast/ for the full list of links and resources. GUEST DETAILS Dr. Rana el Kaliouby: http://www.ranaelkaliouby.com Managing Partner, Blue Tulip Ventures: http://www.bluetulip.vc Host, Pioneers of AI Podcast: https://www.pioneersof.ai/ Author of Girl Decoded Dr. Rana el Kaliouby is an Egyptian-American AI scientist, entrepreneur and investor. She is co-founder and Managing Partner of Blue Tulip Ventures, where she invests in startups building Human-Centric AI, and host of the Pioneers of AI podcast. Prior to that, Rana founded her company Affectiva out of MIT, where she pioneered the field of Emotion AI, and successfully exited the company in 2021. She holds a Ph.D. from the University of Cambridge and a Post Doctorate from MIT. THANKS TO OUR SPONSORS DIAMOND Biotics Research: https://www.bioticsresearch.com/ DUTCH: https://dutchtest.com/for-providers GOLD Vibrant Wellness: https://www.vibrant-wellness.com/ TimeLine Nutrition: https://tinyurl.com/bdzx2xms EXCLUSIVE OFFERS FROM OUR SPONSORS OneSkin: Get 15% off OneSkin with the code DRKARA at http://oneskin.co/DRKARA Find out why MitoQ's mitochondria-targeting is a critical step for your healthspan and longevity strategy. https://www.mitoq.com/drkara CONNECT with DrKF Want more? Join our newsletter here: https://www.drkarafitzgerald.com/newsletter/ Or take our pop quiz and test your BioAge! https://www.drkarafitzgerald.com/bioagequiz YouTube: https://tinyurl.com/hjpc8daz Instagram: https://www.instagram.com/drkarafitzgerald/ Facebook: https://www.facebook.com/DrKaraFitzgerald/ DrKF Clinic: Patient consults with DrKF physicians including Younger You Concierge: https://tinyurl.com/yx4fjhkb Younger You Group Program: https://tinyurl.com/4hvusavw Younger You book: https://tinyurl.com/mr4d9tym Better Broths and Healing Tonics book: https://tinyurl.com/3644mrfw

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comOver this past weekend, the United States conducted an airstrike that appears to have destroyed Iran's most important nuclear facilities.The US had been supporting Israel with defensive measures in its military campaign with Iran. But this marks the first offensive role America has taken in the conflict.What material impact will this have on the markets, if any?To discuss, we're fortunate to welcome back to the program market technician and portfolio manager Katie Stockton, Founder and Managing Partner of Fairlead Strategies.Katie's models show stocks losing momentum and concerning technical weakness. But Wall Street remains optimistic -- perhaps too much so.In her mind, the likely movement is to the downside from here. Which is likely to catch many current longs by surprise.#marketcorrection #volatility #technicalanalysis _____________________________________________ 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.

Cyndi Maguire and Caleb Gossage sit down for the 2nd time to provide us investing wisdom and to update on where Caleb is today in his investing journey. 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 Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

Wayne Kimmel is the founder and Managing Partner of SeventySix Capital. He joined Kaplan and Crew to discuss Fernando Tatis Jr.'s lawsuit vs BLA and the Lakers $10B sale. Support the show: http://Kaplanandcrew.comSee omnystudio.com/listener for privacy information.

In this episode of the Tacos & Tech Podcast, host Neal Bloom chats with Andrew Albert, Co-Founder and Managing Partner at Channel Equity Partners. Andrew brings decades of investing experience - from public markets to private software equity - to the table. He shares how his journey from the East Coast to San Diego led to launching a new kind of early growth equity firm focused on bootstrapped or lightly funded B2B SaaS companies. Andrew unpacks his investment strategy, discusses founder-alignment, thesis-driven sourcing, and how Channel Equity delivers capital with intention. Plus, he reflects on the power of long-term partnerships, why market cycles don't shake his thesis, and of course, his favorite San Diego burrito spot.   Key Topics Covered Channel Equity's unique approach to early growth equity How Andrew's public markets background shapes his private investing lens The “Ideal Founder Profile” and why alignment matters more than hype Examples of successful thesis-driven investments (e.g., CreatorIQ, restaurant CMS tools) The impact of AI on go-to-market efficiency and capital needs Fund I formation and raising capital in a challenging market Why IPOs aren't the goal, and how $100M exits can be life-changing Breakfast burritos, New York pizza, and San Diego sunshine   Links & Resources Channel Equity Partners   Connect with Andrew LinkedIn Connect with Neal Bloom LinkedIn: Neal Bloom Twitter: @NealBloom

Meta CEO Mark Zuckerberg is aggressively courting top AI talent with compensation offers exceeding $100 million as he builds a new Superintelligence team. Meanwhile, the U.S. House of Representatives has quietly banned WhatsApp on staff devices, citing security risks. And tensions in the Middle East flared as Iran fired missiles at a U.S. military base in Qatar, retaliating against recent American actions.Featured Guests: Jackson Moses, Founder & Managing Partner, Silent Ventures and George Mathew, Managing Director, Insight PartnersDOWNLOAD PUBLIC: ⁠https://public.com/ventureInvest in everything—stocks, options, bonds, crypto. You can even earn some of the highest yields in the industry—like the 7% or higher yield you can lock in with a Bond Account. Public is a FINRA-registered, SIPC-insured platform that takes your investments as seriously as you do. Fund your account in five minutes or less at ⁠⁠(https://public.com/venture?utm_source...) and get up to $10,000 when you transfer your old portfolio.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 7%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 5/15/2025. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-sc...)*Terms and Conditions (https://help.public.com/en/articles/6...) apply.

Episode #121 - In this episode of the Awakened Heart Podcast, I'm thrilled to welcome Ron Bienvenu—a man I've known personally for years and who never fails to challenge the status quo. From our first meeting at The Whaler in Venice Beach to visits in New Orleans, Ron's unique perspective on life and technology has always inspired me.Ron's new book, The Fifth Shock, serves as a philosophical wake-up call addressing the profound shifts happening in our world today. In our conversation, we explore the complex relationship between spirituality, artificial intelligence, and the future of humanity. Ron is the Founder and Managing Partner of Noetic Investment Partners, with over 40 years of experience in technology and finance. He's been instrumental in shaping the way companies approach data and AI, especially through his work in data assetization—turning data into a capital-grade asset.Ron discusses how AI is transforming human identity, the critical need for economic innovations like Universal Behavioral Income, and the moral responsibilities we face with advancing technology. He advocates for the integration of human wisdom into AI systems and a digital Bill of Rights to safeguard individual freedom in a rapidly evolving digital era. Beyond the intellectual discussion, Ron shares a deeply personal story about his daughter, a storm in Tulum, and a poignant poem that encapsulates resilience and courage.This episode blends cutting-edge ideas with heartfelt storytelling—a must-listen for anyone curious about the future of technology, spirituality, and human sovereignty.TakeawaysThe conversation explores the awakening to spirituality and AI.Wisdom is essential in the age of AI.Humanity must navigate the challenges posed by AI.The need for a Universal Behavioral Income is highlighted.AI should enhance human agency, not replace it.Geopolitical implications of digital power are significant.Data is becoming the most valuable asset in the modern economy.Consciousness may be the key to understanding the universe.Moral implications of AI must be addressed.  Machines rely on human creativity and authenticity.Innovation's value is declining due to rapid replication.Congress has become ineffective in governance.The media has compromised its integrity for profit.A grassroots revolution is necessary for change.Parenting can instill strength and independence in children.Life lessons can be learned through shared experiences.Mediocrity should be avoided in pursuit of greatness.The meaning of life is a profound question worth exploring.Sound Bite"How do we navigate this?""My voice is my whip.""Mediocrity is a disease."Chapters00:00 Introduction and Personal Connection01:48 Awakening to Spirituality and AI05:30 The Human Experience vs. AI08:46 Data Sovereignty and Behavioral Income12:20 The Future of AI and Human Agency15:47 Geopolitical Implications of Digital Rights19:32 The Evolution of Wealth and Value22:45 The Broken Accounting System and Change26:11 Spirituality and the Path Forward30:34 The Devil's Bargain: A Reflection on Spirituality31:26 The Metaverse and Voluntary Extinction32:16 Preserving Human Consciousness in a Digital Age35:58 The Intersection of Technology, Philosophy, and Spirituality37:33 Consciousness as the Fifth Element38:47 Spiritual Recursion and Algorithmic Logic42:34 Moral Constructs in a Digital World46:29 The Homogenization of Beauty and Authenticity49:24 Innovation and the Value of Networks53:07 Disappointment in Governance and Media56:34 Global Political Landscape and the Call for Change01:01:12 A Stormy Journey: Father-Daughter Bonding and Life Lessons01:10:27 Empowerment Through Authenticity and Courage01:14:35 Navigating the Future: Technology, Sovereignty, and Human ConnectionConnect with Ron:linkedinInstagram Facebook XThe Fifth ShockXIG FacebookLet's Connect!⁠Website⁠Instagram FacebookYoutubeRumble⁠Tik Tok⁠Linkedin

Stephen Halasnik, Managing Partner of Financing Solutions (https://financingsolutionsnow.com/), a leading provider of lines of credit to nonprofits, sat down with Jon Nevett, President and CEO of Public Interest Registry (PIR), to discuss how nonprofit culture is critical to your success on the Nonprofit MBA Podcast.

Sandra Cohen is the Co-Founder and Managing Partner of Cohen & Buckmann, which specializes in executive compensation, employee benefits and pensions. Her firm is nearly ten years old and is highly ranked in Chambers USA Guide and The Legal 500, no small achievement for a young, small boutique firm. She is a frequent author and speaker and is a former adjunct professor at NYU Law School, where she taught pension law to the next generation of employee benefits lawyers. She's a big believer that although her business has a bench of deep expertise and scholarship, it's really relationships and referrals that built her firm. WHAT'S COVERED IN THIS EPISODE ABOUT BUSINESS DEVELOPMENT THAT ACTUALLY WORKS Starting your own law firm takes much more than being a good lawyer, including the willingness and ability to master business development skills that many lawyers find intimidating or distasteful. But what if effective business development isn't about sales pitches or aggressive marketing? What if it's really about making friends and building genuine relationships over time? In this episode of The Lawyer's Edge podcast, Elise Holtzman sits down with Sandra Cohen, Co-Founder and Managing Partner of Cohen & Buckmann. Sandra shares how she built her practice through relationships rather than traditional sales tactics, the power of content marketing for credibility-building, and why business development is like "watering a tree," slow, steady, and requiring patience for long-term growth. Sandra also discusses practical strategies for thought leadership (even for younger lawyers who think they don't have anything original to say), the importance of peer networking groups, and how giving away business can actually strengthen your referral network. 2:23 - Sandra's transition from large law firms to starting her own boutique practice 5:21 - How to track referrals and understand where your clients really come from 6:19 - The role of content marketing and thought leadership in building credibility 8:39 - Why lawyers need to show what they know, not just know it 11:41 - Advice for younger lawyers intimidated by "thought leadership" 15:04 - Getting started with writing: "Two big mistakes" instead of treatises 16:16 - How Sandra got involved in speaking opportunities through bar associations 18:01 - The power of repurposing content and LinkedIn for visibility 19:17 - Sandra's advice for senior lawyers: "Don't stumble over something that's behind you" 23:19 - The "know, like, trust, and remember" framework for relationship building 25:47 - Building peer groups that turn into 22-year referral relationships 27:21 - The power of giving away business to build your network 29:16 - How social media creates "top-of-mind awareness" for referrals 32:26 - Why business development for sophisticated practices is a long game 34:34 - Finding your audience: being in rooms full of people with problems you can solve MENTIONED IN THE LONG GAME OF BUSINESS DEVELOPMENT THAT ACTUALLY WORKS Cohen & Buckmann | LinkedIn Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE... Today's episode is brought to you by the coaching team at The Lawyer's Edge, a training and coaching firm that has been focused exclusively on lawyers and law firms since 2008. Each member of The Lawyer's Edge coaching team is a trained, certified, and experienced professional coach—and either a former practicing attorney or a former law firm marketing and business development professional. Whatever your professional objectives, our coaches can help you achieve your goals more quickly, more easily, and with significantly less stress. To get connected with your coach, just email the team at hello@thelawyersedge.com.

From humble beginnings in Tulsa to launching his own venture capital firm, Kevin Moore's story is one of resilience, grit, and vision.In this episode of Demo Day, host Sean Goldfaden sits down with Kevin Moore, Managing Partner at Serac Ventures, to uncover the mindset, habits, and experiences that helped him go from engineer to successful VC — and what every founder and aspiring fund manager needs to hear.- Learn how Kevin turned fear into fuel- Why “doing what you know” leads to real progress- What most first-time VCs get wrong about fundraising- How Serac Ventures uses AI to evaluate startup founders- And the #1 red flag that keeps investors from writing checksWhether you're building a startup, thinking about launching your own fund, or looking for inspiration to keep going — this episode is packed with insight.

In this episode of Trending in Education, Mike Palmer hosts Charles Beyrouthy, Managing Partner at Forma Prime, a venture capital firm, to explore the exciting intersection of deep technology and the future of education. We dive into the profound shifts happening in our world, from the cutting-edge advancements in quantum computing, new sensor technologies, and cybersecurity, as well as the impact of generative AI on all of this. Key Takeaways: Charles Beyrouthy's Journey: Charles shares his fascinating career path, from studying chemical engineering and biochemistry at UMass Amherst to accidentally falling into chemical engineering, working in microfluidics research, and eventually transitioning into oil and natural gas consulting before founding a lab software startup called LabCloud. The Boston Biotech Ecosystem: We discuss Boston's rise as a biotech hub, examining how VC firms like Flagship and Polaris provided not just funding but also operational support, placing executives and consultants to bridge the gap between IP-centric research and commercialization. This transformation was fueled by institutions like MIT, Harvard, and Boston University, and supported by a robust supplier base. Deep Tech Investment Landscape: Charles explains Forma Prime's focus on deep tech, particularly semiconductors, and why this sector sits uniquely between SaaS (low IP moat, high market following) and biotech (high IP moat, long regulatory cycles). Semiconductors offer a high IP moat, a low regulatory environment, and massive implementation potential. Quantum Technology & Its Applications: We delve into quantum computing, moving beyond the theoretical to discuss real-world applications like quantum GPS that don't rely on satellites and the system on the International Space Station which uses room-temperature neutral atom technology developed by Infleqtion. We also touch upon other use cases like quantum radio frequency technology and quantum GPS timekeeping for synchronization. Q Day and Cybersecurity: We also explore the concept of "Q Day" – the hypothetical point where quantum computers could break conventional encryption. While Charles believes conventional encryption standards like RSA 256 are still robust, he acknowledges the need for continued research and government support for quantum encryption. Gradient Technologies, a Forma Prime portfolio company, is pioneering hardware-authenticated access to enhance cybersecurity. Challenges in Academia and Industry Alignment: A critical theme is the disconnect between academia and entrepreneurial activity in the private sector. Charles advocates for better alignment in curricula, teaching styles, and practicums to ensure graduates emerge work-ready. He also emphasizes the need for professors to upskill in emerging technologies and for academia to prioritize practical application and societal value over purely academic pursuits. The Semiconductor Workforce Crisis: Charles issues a powerful call to action regarding the urgent need for skilled technicians and engineers in the US semiconductor industry. He highlights that we need at least 35,000 technicians for new fabs and urges educators to step forward to develop practical training programs to address this. This is a must-listen for anyone interested in the bleeding edge of technology and its implications for our future. We unpack complex topics like quantum computing and its real-world applications, offering a clear and accessible overview. We also engage in a timely discussion about the critical role of education in preparing the next generation for a rapidly evolving technological landscape, highlighting both the challenges and opportunities for collaboration between academia and industry. Don't miss it! Subscribe wherever you get your podcasts. Video versions are available on YouTube and Spotify.

In this episode, Duane Mancini reconnects with Joseph Mocanu, Managing Partner at Verge HealthTec Fund, for a follow-up to their insightful conversation in episode 103. Joseph shares the significant milestones Verge HealthTec Fund has achieved since their last discussion and offers a glimpse into what we can anticipate in the coming years. The conversation takes a critical look at the venture capital landscape, exploring what needs to change and addressing the often-broken feedback loop between startups and investors. We delve into the importance of developing technologies with a global impact, the strategic advantages of a global approach to collecting clinical data, and navigating the complexities of various healthcare systems across the world. Tune in for a thought-provoking discussion on the future of healthtech investment and innovation.Joseph MocanuVerve HealthTech FundDuane Mancini LinkedInProject Medtech WebsiteProject Medtech LinkedIn

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 week, we're joined by Hyperliquid founder Jeff Yan, the quiet powerhouse behind DeFi's fastest-growing exchange. With 75% of onchain perp volume, no VC money, and a $1B airdrop, Hyperliquid is rewriting what crypto protocols can be. We dive into Jeff's minimalist strategy, the cancel wars with toxic flow, and the JellyJelly controversy that sparked a feud with CZ. Plus: HIP-3 and the future of permissionless perps, SPAC-style hype vehicles taking over Wall Street, and why stablecoin regulation just triggered a 40% rally in Circle stock. Is crypto evolving—or just getting financialized to death? Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights