Podcasts about managing partners

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

    Second in Command: The Chief Behind the Chief

    Play Episode Listen Later Dec 2, 2025 43:33


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

    Animal Spirits Podcast
    Talk Your Book: The Psychology of Income

    Animal Spirits Podcast

    Play Episode Listen Later Dec 1, 2025 24:55


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

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

    Becker Group C-Suite Reports Business of Private Equity

    Play Episode Listen Later Dec 1, 2025 33:19


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

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

    Capital Allocators

    Play Episode Listen Later Dec 1, 2025 55:42


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

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

    Restaurant Unstoppable with Eric Cacciatore

    Play Episode Listen Later Dec 1, 2025 212:03


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

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

    Business for Good Podcast

    Play Episode Listen Later Dec 1, 2025 30:50


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

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

    Investing in Impact

    Play Episode Listen Later Dec 1, 2025 25:47


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

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

    Brilliant People Podcast

    Play Episode Listen Later Dec 1, 2025 53:01


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

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

    @BEERISAC: CPS/ICS Security Podcast Playlist

    Play Episode Listen Later Dec 1, 2025 56:24


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

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

    Unchained

    Play Episode Listen Later Nov 29, 2025 14:57


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

    The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset

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

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

    Solar Maverick Podcast

    Play Episode Listen Later Nov 28, 2025 43:33


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

    Scouting for Growth
    Rob Schimek: Redesigning for a Connected Future

    Scouting for Growth

    Play Episode Listen Later Nov 27, 2025 41:05


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

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

    BlockHash: Exploring the Blockchain

    Play Episode Listen Later Nov 27, 2025 12:55


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

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

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Nov 26, 2025 28:49


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

    The Dividend Cafe
    Thanksgiving Edition - November 26, 2025

    The Dividend Cafe

    Play Episode Listen Later Nov 26, 2025 22:48


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

    Swimming with Allocators
    Rethinking Fundraising: What LPs Really Value

    Swimming with Allocators

    Play Episode Listen Later Nov 26, 2025 49:40


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

    Rockstar CMO FM
    Cathy on Content: Adobe, Semrush, and Practice vs Insanity

    Rockstar CMO FM

    Play Episode Listen Later Nov 26, 2025 33:18


    This week, Cathy McKnight, Chief Problem Solver at Seventh Bear, makes her monthly visit to the studio to discuss all things content with our host Ian Truscott, Managing Partner at Velocity B. In this episode, they discuss: Cathy's industry analyst perspective on Adobe's potential acquisition of Semrush Practice vs. Insanity - Cathy's latest research that shares four pieces of advice for meeting the experience expectations of today's customer across channels.  The “Bear Essentials”, a new content series breaking down content marketing challenges.  If you have any comments or thoughts on this topic, we would love to hear them, we welcome your feedback.  Enjoy! — The Links The people: Ian Truscott on LinkedIn  Cathy McKnight on LinkedIn Mentioned this week: Adobe to Acquire Semrush (Press Release) Practice vs. Insanity, it's a matter of perspective Bear Essentials: You don't have a content problem; you have a decision problem Cathy's firm - Seventh Bear Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bio from the Bayou
    Episode 114: How AI, Supply Chains, and Smart Strategy are Redefining Biotech Investment and Venture Capital

    Bio from the Bayou

    Play Episode Listen Later Nov 26, 2025


    How can biotech startup founders navigate the intersection of science, technology, and data to build truly durable companies? In this episode, host Elaine Hamm, PhD, talks with Cain McClary, MD, Founder and Managing Partner of KdT Ventures, a seed-stage venture firm investing at the convergence of science and technology. A Tulane alumnus and “supply chain junkie,” Cain shares how curiosity, data-driven insight, and strategic storytelling can set biotech innovators apart. In this episode, you'll learn: The biggest mistakes biotech startups make—and how to avoid them. Why understanding incentives, storytelling, and systems is key to scaling innovation. How AI, data ownership, and new consumer health models are reshaping the future of biotech. Tune in to discover how KdT Ventures is rethinking biotech investment—and what it takes to turn scientific insight into lasting impact. Links: Connect with Cain McClary, MD, and check out KdT Ventures. Connect with Elaine Hamm, PhD, and learn about Tulane Medicine Business Development and the School of Medicine. Learn more about PathAI. Check out our fireside chat with Walter Isaacson. Connect with Ian McLachlan, BIO from the BAYOU producer. Check out BIO on the BAYOU. Learn more about BIO from the BAYOU - the podcast. Bio from the Bayou is a podcast that explores biotech innovation, business development, and healthcare outcomes in New Orleans & The Gulf South, connecting biotech companies, investors, and key opinion leaders to advance medicine, technology, and startup opportunities in the region.

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

    Unchained

    Play Episode Listen Later Nov 25, 2025 56:28


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

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

    Outcomes Rocket

    Play Episode Listen Later Nov 25, 2025 27:35


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

    The Uncommon Career Podcast: Career Change Strategies for Mid- to Senior-level Professionals
    139. Women, Work, and Voice: Unlearning Silence to Grow Your Career, with Elaine Lin Hering

    The Uncommon Career Podcast: Career Change Strategies for Mid- to Senior-level Professionals

    Play Episode Listen Later Nov 25, 2025 52:08


      In this episode, explore the concept of unlearning silence with Elaine Lin Herring, a faculty member at Harvard Law and a bestselling author. Elaine discusses her book 'Unlearning Silence' and shares the toll of societal and personal expectations on our lives, particularly for women and immigrants. She delves into the importance of finding one's voice, understanding personal needs, and making intentional choices for a more aligned and fulfilling life. Through personal anecdotes and professional insights, she offers practical advice for overcoming self-doubt, utilizing our unique talents, and creating a life that's truly yours.   Timestamps 01:14 The Burden of Expectations & Breaking Free from the Past 07:41 Rediscovering Your Voice, the Power of Self-Expression 14:56 The Journey to Unlearn Silence 27:37 Navigating Life's Uncertainties & Embracing Possibilities Amidst Challenges 30:06 Reevaluating Career Paths & The Importance of Market Awareness 31:55 Balancing Gratitude and Ambition, Exploring New Opportunities 40:10 Strategic Silence and Intentional Choices   About Elaine Lin Hering Elaine Lin Hering is a speaker, facilitator, and former Lecturer on Law at Harvard Law School. She works with organizations and individuals to build skills in communication, collaboration, and conflict management. She has worked on six continents and facilitated executive education at Harvard, Dartmouth, Tufts, UC Berkeley, and UCLA. She has served as the Advanced Training Director for the Harvard Mediation Program and a Managing Partner for a global leadership development firm. She has worked with coal miners at BHP Billiton, micro-finance organizers in East Africa, mental health professionals in China, and senior leadership at the US Department of Commerce. Her clients include American Express, Chevron, Google, Nike, Novartis, PayPal, Pixar, and the Red Cross. She was named a Thinkers50 global management thinker to watch and is the author of the USA Today Bestselling book Unlearning Silence: How to Speak Your Mind, Unleash Talent, and Live More Fully (Penguin). Connect with Elaine Connect with Elaine on LinkedIn Subscribe to Elaine's Newsletter    _________________________________________________________________ Connect with Me Connect with me on LinkedIn From Zero Responses to Multiple Offers: Download The 5 Essential Steps Checklist Click here to learn about coaching

    Renegade Capital
    The Business Power of Women's Sports

    Renegade Capital

    Play Episode Listen Later Nov 25, 2025 15:32


    In our season finale, we sit down with Danielle Steer, Managing Partner of Tundra Ventures, to explore the explosive growth of women's sports and the business ecosystem behind it. We dig into what intentional investment looks like, how to build governance that truly supports athletes, and why this moment is redefining impact in real time. It's an energizing, thoughtful conversation. And the perfect way to wrap our season.Support the showLove the podcast? Subscribe and follow to never miss an episode.Linkedin | Twitter | Facebook | Instagram | Join our mailing list

    SightShift with Chris McAlister
    How Raymond Traendly Rebuilt His Firm from the Inside Out

    SightShift with Chris McAlister

    Play Episode Listen Later Nov 25, 2025 51:53


    In this episode of the C-Suite Series, Chris sits down with Raymond A. Traendly, Managing Partner at TK Law (formerly CPLS, P.A.), one of Central Florida's most experienced and community-grounded family law practices. Ray shares how his drive to grow and win nearly cost him the very thing that made his firm thrive: its people.   What began as a story about scaling success turned into an honest conversation about identity, insecurity, and the shift that happens when a leader learns to pause instead of prove.   This conversation explores: The unseen toll high performance can take on leaders and their teams Why culture starts slipping long before metrics do How to build growth that strengthens people instead of burning them out The simple but powerful mindset shift that rebuilt Ray's firm   If you've ever led at a relentless pace, or realized you lost yourself in the process, this conversation will help you find calm in the chaos and lead from a secure identity.  

    The Passive Income MD Podcast
    #291 Private Lending: The Billion Dollar Opportunity Banks Left Behind

    The Passive Income MD Podcast

    Play Episode Listen Later Nov 24, 2025 28:03


    In this episode, Dr. Peter Kim sits down with Eric Goodman, Managing Partner of Goodman Capital, to break down the billion-dollar shift happening in private lending. Eric shares how the recent banking crisis created a massive gap in the market, why private credit is surging, and what investors need to understand about risk, underwriting, and today's changing opportunities. If you've ever wondered how private lenders operate, what makes these deals safer or riskier, or how to evaluate a lending sponsor, this episode gives you a clear, insider look into a rapidly growing space. Tune in! Goodman Capital brings this episode to you. Goodman Capital is a New York–based real estate private equity firm specializing in alternative investments with a focus on real estate–backed private credit. Built on a legacy real estate investment platform dating back to the 1980s, the firm has sponsored funds and syndications for more than 1,000 investors worldwide. Goodman Capital has closed over $1 billion in financing transactions across the full credit cycle, from originating performing bridge loans to acquiring distressed and non-performing debt. Learn More About Goodman Capital! Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

    Drop In CEO
    Joe Bockerstette: Transforming Business Processes & Angel Investing

    Drop In CEO

    Play Episode Listen Later Nov 24, 2025 35:44


    In this episode of the Drop in CEO podcast, host Deb Coviello welcomes Joe Bockerstette, Managing Partner at Business Enterprise Mapping. Joe shares his journey from engineering to consulting, angel investing, and leading transformative workflow improvements for organizations. Together, they discuss the realities of process management, the challenges of change leadership, and practical advice for business leaders seeking sustainable growth and peace of mind. Episode Highlights: [1:00] Joe Barker’s career journey: from engineering to consulting and angel investing [9:00] The realities and risks of angel investing for entrepreneurs and investors [17:00] Mapping business processes: identifying “red clouds” and driving organizational change [24:30] Real-world example: Transforming a marketing firm’s operations and achieving peace of mind Joe Bockerstette is the Managing Partner of Business Enterprise Mapping in Phoenix AZ., a professional services firm delivering transformative workflow improvement. He has more than 30 years’ experience as a CEO, business consultant, and private equity/angel investor. Joe was previously a Consulting Partner with PwC, co-founded a private equity firm, Equity Management Group and was the first Managing Partner of the Main Street Venture Fund, an angel pledge fund in Indiana. Joe holds a BS degree in Engineering from the University of Cincinnati, and an MBA from Xavier University. He has served as a director on a variety of public, private, and non-profit boards and has co-authored three books, Attracting an Angel, How to Get Money from Business Angels and Why Most Entrepreneurs Don't, Time Based Manufacturing and Red Cloud Road, How Strategic Process Management Drives Competitive Advantage. Company Website: www.businessmapping.com LinkedIn: https://www.linkedin.com/in/joe-bockerstette-86875a17 For more information about my services or if you just want to connect and have a chat, reach out at: https://dropinceo.com/contact/See omnystudio.com/listener for privacy information.

    Investing In Integrity
    #90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund

    Investing In Integrity

    Play Episode Listen Later Nov 24, 2025 61:28


    In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Steve Ellis, Co-Managing Partner of The Rise Fund at TPG Capital, a global investment firm with $269 billion in assets under management. As leader of the RISE Fund, the world's largest impact investing platform, Ellis shares how purpose and profit can reinforce each other. He unpacks the Colinearity Principle, a framework aligning financial success with measurable social impact, and discusses how AI can expand global access to education, healthcare, and financial services. From redefining leadership through empathy and vulnerability to navigating career “giving back deserts,” Ellis offers candid lessons on sustaining integrity amid rapid change. The conversation highlights the roadmap for balancing conviction with curiosity, and revealing how finance professionals can lead with purpose while delivering exceptional returns and driving meaningful social progress.Meet Steve EllisSteve Ellis is a Co-Managing Partner at TPG and leader of the RISE Fund, the world's largest impact investing private equity platform. Before joining TPG in 2015, Steve was the CEO of Asurion, the world's leading provider of technology protection services with over $6B in revenues. Before Asurion, Steve served as a Global Managing Partner for Bain & Company. Steve is a graduate of UC Berkeley and Stanford Business School, where he is a regular guest lecturer. He is a trustee for the UC Berkeley Foundation and serves on the boards of Charles Schwab, LiveKindly, InStride, Hayden AI, Greenhouse Software, UBQ Materials, Renaissance Learning, Persefoni, and Teachers of Tomorrow.

    New Books Network
    Richard S. Ruback and Royce Yudkoff, "HBR Guide to Buying a Small Business: Think Big, Buy Small, Own Your Own Company" (HBR Press, 2017)

    New Books Network

    Play Episode Listen Later Nov 24, 2025 55:16


    Are you looking for an alternative to a career path at a big firm? Does founding your own start-up seem too risky? There is a radical third path open to you: You can buy a small business and run it as CEO. Purchasing a small company offers significant financial rewards--as well as personal and professional fulfillment. Leading a firm means you can be your own boss, put your executive skills to work, fashion a company environment that meets your own needs, and profit directly from your success. But finding the right business to buy and closing the deal isn't always easy. In the HBR Guide to Buying a Small Business: Think Big, Buy Small, Own Your Own Company (Harvard Business Review Press, 2017), Harvard Business School professors Richard Ruback and Royce Yudkoff help you: Determine if this path is right for you Raise capital for your acquisition Find and evaluate the right prospects Avoid the pitfalls that could derail your search Understand why a "dull" business might be the best investment Negotiate a potential deal with the seller Avoid deals that fall through at the last minute Arm yourself with the advice you need to succeed on the job, with the most trusted brand in business. Packed with how-to essentials from leading experts, the HBR Guides provide smart answers to your most pressing work challenges. Listen to the Think Big, Buy Small podcast. Richard S. Ruback is the Willard Prescott Smith Professor of Corporate Finance at Harvard Business School. Royce Yudkoff is a Professor of Management Practice at Harvard Business School. Yudkoff cofounded and served for over 20 years as Managing Partner of ABRY Partners, a leading private equity investment firm. Caleb Zakarin is editor of the New Books Network. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

    Legally Speaking Podcast - Powered by Kissoon Carr
    Thriving in Law: Top Global Managing Partner Emily Monastiriotis' Insights & What Comes Next - S9E38

    Legally Speaking Podcast - Powered by Kissoon Carr

    Play Episode Listen Later Nov 24, 2025 45:52


    On today's Legally Speaking Podcast, I'm delighted to be joined by Emily Monastiriotis.Emily is the Global Managing Partner at Simmons & Simmons. She specialises in international construction disputes and is a market-leading expert on fire safety cases. Her work has been recognised in the Lawyer Top Cases of 2024. Emily firmly believes in her three guiding principles - clients, people and technology. Earlier this year, she was named on of Financial News' Top 50 Most Influential Lawyers 2025.So why should you be listening in? You can hear Rob and Emily discussing:- Emily's Inspiring Path to Leadership- How to Lead with Integrity- Pioneering Innovation at Simmons & Simmons- A Balancing Act: Emily Monastiriotis' Secrets to Resilience- Building a Creative Legal CultureConnect with Emily Monastiriotis here - https://uk.linkedin.com/in/emily-monastiriotis

    Life Between the Vines
    Vino Lingo – Joanne Dunham of Dunham Cellars quotes her favorite Vino Lingo phrase.

    Life Between the Vines

    Play Episode Listen Later Nov 24, 2025 0:14


    This week on our Vino Lingo segment we feature Joanne Dunham, Founder & Managing Partner, Dunham Cellars, Walla Walla, Washington, quoting her favorite wine phrase.  Learn more by visiting dunhamcellars.com

    Life Between the Vines
    Podcast 751 – Joanne Dunham, Founder & Managing Partner, Dunham Cellars, Walla Walla, Washington

    Life Between the Vines

    Play Episode Listen Later Nov 24, 2025 27:32


    I’ve been able to visit so many unique tasting spaces in Walla Walla picking a single best one would be impossible. But Dunham Cellars was just “plane” fun…with maybe a bit of emphasis on the word plane. Dunham is located in an old WWII airplane hanger (on East Boeing Avenue no less) and that’s where [...]

    Stress Relief in Your Pocket with The Wellness Theory
    #237 High-Pressure Industry Leadership Lessons with Aatir Dhadalla

    Stress Relief in Your Pocket with The Wellness Theory

    Play Episode Listen Later Nov 23, 2025 50:42


    Master the art of leading under pressure and transform stress into your competitive advantage. Take the Scorecard and learn how to turn pressure into performance, and performance into meaningful impact

    Unchained
    The Chopping Block: DATs Break Below NAV — Consolidation, Buybacks & Quantum Fear - Ep. 955

    Unchained

    Play Episode Listen Later Nov 21, 2025 55:26


    The Chopping Block unpacks crypto's DATpocalypse — NAVs collapsing, volumes drying up, and consolidation on the horizon. Plus: Vitalik sparks a wave of quantum panic, what Q-Day really means for Bitcoin and smart-contract chains, and why “qubits per share” might become the next great crypto meme. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the DATpocalypse: almost every DAT is now below NAV, volumes have collapsed outside Bitmine and MicroStrategy, and the market is finally confronting what happens when issuances outrun demand. We get into consolidation talk, preferred-share experiments, capital-structure pivots, and whether any DAT should actually be selling crypto to buy back shares at a discount. Then we shift into quantum mania. Vitalik's “2028” comment lit up Q-Day fears, and we separate genuine hardware progress from pure panic. We discuss why post-quantum upgrades are simple for Bitcoin but brutal for stateful chains, and how hype alone could trigger a wave of “quantum-resistant” speculation. And yes — the running gag: DATs using quantum machines to steal Satoshi's coins. Tough markets, weird narratives, and institutions quietly holding the line. Let's get into it. Show highlights

    The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset
    Speed + Discipline: The Unstoppable Formula for Multifamily Success

    The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset

    Play Episode Listen Later Nov 21, 2025 2:03


    Success demands both speed and discipline in multifamily investing. Move fast on deals and follow-ups, but maintain structure and accuracy. Urgency without execution is reckless; discipline without speed is paralysis. Balance creates unstoppable momentum.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Multifamily Capital Partners►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset

    Legal Speak
    Live from the GCC East with Shawn Naunton

    Legal Speak

    Play Episode Listen Later Nov 21, 2025 7:46


    It has returned … and so have we! More than just a legal event, the General Counsel Conference East empowers today's legal leaders for growth, innovation, and excellence. Designed specifically for general counsel, legal executives, and industry professionals, the GCC East is the premier gathering that offers unique opportunities for learning, networking, and professional development.  With a description like that, combined with the fact that we've been there since year one of our launch, how could Legal Speak not be there doing live episodes.  This year, the conference moved to the beautiful Midtown Hilton in New York, a place we're quite familiar with, as it's been home to Legal Week for decades. In this episode, host Patrick Smith sat down with Shawn Naunton, a Managing Partner at Zuckerman Spaeder LLP.   Host: Patrick Smith Guest: Shawn Naunton Producer: Charles Garnar

    Scouting for Growth
    Trust-by-Design: Lessons from the AI Frontier

    Scouting for Growth

    Play Episode Listen Later Nov 20, 2025 18:10


    On this episode of the Scouting For Growth podcast, Sabine VdL talks to us about all she's learned from the numerous guests on the show recently, from startup founders who build AI to simplify the chaotic insurance back office, to innovation leaders in Fortune 500 firms wrestling with ethics, regulation, and talent shortages. After dozens of conversations here's what Sabine has learned: AI isn't just changing our tools. It's changing our temperament. This episode is her reflection on those lessons; a guide for leaders and builders trying to navigate this new age of intelligence and unpacks five principles that define successful AI adoption. KEY TAKEAWAYS When Branch Insurance introduced AI into its claims process, something unexpected happened. It wasn't the customers who resisted, it was the adjusters. They were worried, not because AI made mistakes but because it didn't. When Lisa Bechtold's (who led AI governance at Zurich Insurance, now at Nestlé) team started implementing AI, they faced the classic dilemma: Move fast or move right. Lisa said: “We don't see governance as slowing innovation – we see it as enabling trust at speed.” ERGO Group worked with CamCom, a startup from India that uses computer vision to detect car damage from photos or drones. The tech was brilliant. The challenge? Integrating it into a multinational insurer's process. They didn't just hand over the product, they sat side by side – engineers, adjusters, compliance officers, even lawyers – to make it work. It took nearly a year to get from pilot to production and the result wasn't just faster claims; it was a new relationship model. The startup learned how corporates think. The corporate learned how startups move. That's the real win. After all the talk about data, systems, ethics, and pilots, what really matters is how humans evolve. AI won't replace people, but people who know how to use AI will replace people who don't. That's not a threat, it's an invitation. AI is already changing what we expect from talent. Claims adjusters now need to interpret AI outputs. Underwriters must question models. Leaders must learn to manage digital teammates. BEST MOMENTS  ‘Intelligent tool don't remove human judgment; they reveal it in higher resolution.'  ‘In this AI era, trust is the new currency.'‘Every AI dream dies in the shadow of bad data.'‘The irony is that the more intelligent our systems become, the more human our leadership must be. Empathy, creativity, ethics aren't data points, they're our differentiators.' 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/

    UnBuild It Podcast
    144 - Tips for Young Builders with Tim Hill – Risinger Build

    UnBuild It Podcast

    Play Episode Listen Later Nov 20, 2025 39:34


    What does it really take to grow as a young builder today? Jake and Steve bring in Risinger Build's Managing Partner, Tim Hill, for a fast-paced, experience-packed conversation full of practical advice for builders looking to level up their craft, business, and mindset.Jake and Steve give Pete the boot for this one—and for good reason. Tim joins them to share real-world insights on everything from building capital and managing budgets to client communication, niche-building, and avoiding the projects that drain your time and sanity. Across the episode, there are a “baker's dozen” takeaways that every young builder needs to hear:Build capital each year.Have honest, direct conversations about budgets.Meet clients in person for budget discussions instead of relying on email.Remember that builder or not, you're in the customer service business.Cost projects accurately, not optimistically.Use the job you're on to improve the next one.Market your own work and own your story.Don't take projects just because you feel you have to.Show clients the cool things happening on-site every day—they care more than you think.Think and act like a building professional, not just a carpenter.Trust your gut and say no to the wrong projects or clients.Find your niche instead of trying to be everything to everybody.Don't let your business consume your entire life.A ton of wisdom in a single episode—and a must-listen for builders on the rise.

    Global Investors: Foreign Investing In US Real Estate with Charles Carillo
    GI334: From Emerging Markets to U.S. Real Estate Investing with Ian Colville

    Global Investors: Foreign Investing In US Real Estate with Charles Carillo

    Play Episode Listen Later Nov 20, 2025 35:40 Transcription Available


    In this episode, Charles Carillo sits down with Ian Colville, Founder & Managing Partner of Carpathian Capital Management, to break down one of the most unique paths into U.S. real estate investing, starting in emerging markets, navigating international crises, and ultimately building a multi-million-dollar residential development platform in the United States. Ian shares how a decade in Russia and the CIS shaped his crisis-investing mindset, why housing became one of the most undervalued hard assets after 2008, and how his firm evolved from buying single-family homes to private lending and large-scale land development across the country. If you want to understand how professionals evaluate markets, manage risk, and find opportunities in today's housing shortage, this episode is a must-watch.   What You'll Learn in This Episode: How emerging market experience helped Ian identify U.S. housing opportunities Why crisis environments often create the highest-return investments The shift from distressed single-family homes to development finance How land scarcity became the biggest bottleneck in new construction The importance of “months of supply” in choosing real estate markets How foreign investors view U.S. real estate today Key mistakes real estate investors make and how to avoid them Learn More About Ian Here: Carpathian Capital Management - https://carpathiancapital.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

    The Joe Piscopo Show
    The Joe Piscopo Show 11-20-25

    The Joe Piscopo Show

    Play Episode Listen Later Nov 20, 2025 142:22


    50:24- Col. Kurt Schlichter, Attorney, Retired Army Infantry Colonel with a Masters in Strategic Studies from the United States Army War College, Senior Columnist at Town Hall, and the author of the new book "American Apocalypse: The Second Civil War" Topic: Epstein files, Saudia Arabia defense partnership with the U.S. 1:01:38- Tenisha Ramos, Founder and Managing Partner of Sachi Nails and Body Topic: Celebrating Yonkers 1:11:24- Congresswoman Nicole Malliotakis, Representative for New York's 11th Congressional District Topic: Epstein files, Trump meeting with Mamdani tomorrow 1:32:15- Lt. Col. Chuck DeVore (Ret.), Chief National Initiatives Officer at the Texas Public Policy Foundation who served as a Republican member of the California State Assembly from 2004 to 2010 Topic: "Biden’s green energy fiasco, not Trump's reforms, is jacking up your electric bill" (Fox News op ed) 1:46:58- Nicole Parker, Special Agent with the FBI from 2010 through October 2022, Fox News contributor, and the author of "The Two FBIs: The Bravery and Betrayal I Saw in My Time at the Bureau" Topic: Report calling on U.S. to name Muslim Brotherhood a terrorist organization 1:59:52- Vincent J. Vallelong, President of the Sergeants Benevolent Association Topic: Jessica Tisch staying on as NYPD CommissionerSee omnystudio.com/listener for privacy information.

    Unchained
    Bits + Bips: Why the White House Says Crypto Must Grow in America - Ep. 951

    Unchained

    Play Episode Listen Later Nov 19, 2025 62:30


    Hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins sit down with Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House, to break down the latest updates in the crypto market structure bill and the political calculus behind it. Pattrick discusses how Democrats have started to listen more actively, why DeFi remains one of the most complicated pieces of the bill, and how the administration is thinking about innovation versus incumbency.  Later, the group turns to markets: whether the Fed is shifting regimes, why institutions move slowly but decisively, and what catalysts could matter most in the months ahead. Sponsors: Walrus Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the White House Timestamps:

    Registered Investment Advisor Podcast
    Episode 231: Turning Potential Into Performance: Unlocking True Growth for Financial Advisors

    Registered Investment Advisor Podcast

    Play Episode Listen Later Nov 19, 2025 17:15


    Feeling stuck in your career and unable to break through? What if the key to unlocking your potential and achieving real growth lies in a simple shift in mindset and systems, not just working harder?   In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Jim Effner, founder of the P2P Group, a coaching and training firm dedicated to helping financial advisors turn their potential into real performance. With over 30 years of experience in the financial industry, Jim shares the mindset and systems that have enabled him to build high-performing teams and achieve lasting success. Whether you're a seasoned professional or just starting out, Jim's insights will help you reach your full potential and elevate your business.   Key Takeaways: → Why the biggest mistake advisors can make is winging it. → How successful business run on systems not improvisation. → Why empowering beliefs are crucial to overcoming self-doubt and achieving success. → How growth requires embracing risk and moving forward even when it's uncomfortable. → Why the solo advisor model is dying and how a team-based approach provides scale, service, and succession.   Jim Effner is founder and President of P2P Group, a company specializing in sales training for financial services professionals. His mission is to help bridge the gap between financial advisors' potential and their performance. Prior to forming the P2P Group, Jim was Managing Partner of one of the largest Northwestern Mutual offices in the country. He built the Effner Financial Group to nearly 150 full-time and college advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. A Million Dollar Round Table qualifier every year he worked in the business, Jim is now a lifetime member of MDRT. He was a three-time Recognition Dinner/Forum qualifier, which represents the top 5% of all Northwestern Mutual advisors. In fact, he was the youngest person to make Forum the first two times he qualified. As a new advisor, he led his region in 1990, 1991 and 1992, placing runner-up in the Bronze and Silver awards, and 3rd in the Gold. Jim has overcome numerous life challenges, including losing his hearing just 30 days after taking his Managing Partner contract. He brings his commitment to excellence, his passion, energy and conviction – along with his perspective of 30+ years in the industry – to every aspect of his business.   Connect With Jim:   Website: https://jimeffner.com/ Facebook: https://www.facebook.com/jimeffnerp2p LinkedIn: https://www.linkedin.com/in/jimeffner/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Empowering Entrepreneurs The Harper+ Way
    Smart Strategies to Eliminate Tax Season Anxiety

    Empowering Entrepreneurs The Harper+ Way

    Play Episode Listen Later Nov 19, 2025 10:49 Transcription Available


    Whether you're considering a big purchase, making investments, or just want to optimize your finances, this episode is packed with actionable advice to help you take control, plan ahead, and maybe even celebrate tax season like you've just won the Super Bowl.Welcome back to the Empowering Entrepreneurs Podcast! Glenn Harper and Julie Smith explore how proactive tax planning for entrepreneurs makes tax time stress-free—starting now! Instead of letting April 15th become a source of anxiety, they're here to show you how it can just be another day—with the right strategies in place.Glenn and Julie give you practical tips like maximizing your retirement contributions, mastering tax loss harvesting, leveraging donor-advised funds, and making the most of charitable giving. They also touch on new opportunities provided by recent tax legislation and remind you why staying connected with your advisor year-round is key to avoiding last-minute stress.This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Moments00:00 "Tax Planning for Smart Savings"05:24 CPA Guidance Starts With Input06:56 Proactive Tax Planning Tips09:29 Julie Smith Overview Here are 3 key takeaways:Start NOW: Waiting until April 15th is too late. Early conversations with your CPA or advisor set you up to leverage every tax benefit available and avoid last-minute stress.Maximize Your Planning: From retirement plan contributions and tax loss harvesting to charitable donation stacking, there are so many proactive moves you can make before year-end.Constant Communication is Key: Keep your advisor in the loop before making big decisions—from buying property to major purchases—so everything is set up for success, not cleanup.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and profit in two years. She now empowers other CPA firm owners nationwide through consulting and speaking, teaching them how to run their businesses like entrepreneurs. Julie lives in Columbus, OH with her family and enjoys travel, coaching basketball, sporting events, and the occasional shopping spree.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper...

    Rockstar CMO FM
    The Rockstar CMO Studio: A Prediction of a 2026 B2B Marketing Reset

    Rockstar CMO FM

    Play Episode Listen Later Nov 19, 2025 40:00


    This week, Jeff Clark, former Forrester Research Director, and our host Ian Truscott, Managing Partner at Velocity B, kick off predictions season and discuss some new research from MomentumABM, who predict a reset of B2B marketing in 2026, based on five forces they've identified: B2B buying dynamics shift AI moves from pilot to priority Growth bets consolidate The demand engine rebalances Capability gaps emerge Which they share in a report and a webinar (links below). As always, we welcome your feedback. If you have a hot topic you'd like us to discuss, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn Jeff Clark on LinkedIn Mentioned this week: Marketing Priorities Survey 2025 - MomentumABM 2026 Marketing Reset: Why the Old Playbook Won't Win - MomentumABM Girl You Know It's True - The Latest Beat Newsletter Ian's firm - Velocity B Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: Stienski & Mass Media - We'll be right back Papa's Got A Brand New Bag - James Brown You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

    ROI’s Into the Corner Office Podcast: Powerhouse Middle Market CEOs Telling it Real—Unexpected Career Conversations

    John Rossman the Managing Partner and Founder of Rossman Partners. He is a business strategist, operator, and expert on digital transformation, leadership, and business reinvention. He has consulted with many great brands including Novartis, Fidelity Investments, Microsoft, Walmart, and Nordstrom. He served as senior innovation advisor at T-Mobile and senior technology advisor to the Gates Foundation. He is an operator and builder whose love is diving into business problems and customer needs designing solutions and business opportunities. EXPERIENCE Former Amazon Executive Responsible for the launching and scaling the merchant integration team and played a key role in launching and scaling the Amazon marketplace business, which is now over 50% of all units sold at Amazon.com. Also responsible for the enterprise services business with responsibilities for Toys R Us, Target.com, NBA.com and other great brands. Media Analyst Sought after expert commentary regarding Amazon as interviewed by New York Times, CNBC, Yahoo Finance, Bloomberg, BBC, Geekwire and many others. Author Author of Big Bet Leadership: Your Transformation Playbook for Winning in the Hyper Digital Era. Releases Feb 27, 2024. Author of Think Like Amazon: 50 1/2 Ideas to Become a Digital Leader. Author of The Amazon Way on IoT: 10 Principles for Every Leader from the World's Leading Internet of Things Strategies. Author of The Amazon Way: Amazon's 14 Leadership Principles. Assignments - Interim chief technology officer for the Gates Foundation - Innovation advisor to T-mobile - Interim CIO for a national retailer Speaker Keynote speaker on innovation, leadership and digital transformation. John leads workshops on a wide variety of innovation, internet of things, digital strategy, and creating a culture of agility, trial and error, scaling and accountability. His goal is to give audiences tools they can immediately use to operate differently. Advisor Rossman Partners helps it's clients compete and win in the digital era. I work with my clients to both define strategy and create change for the organization. Bringing a broad range of expertise and trusted partners to the table, I first listen and understand, and then help create a customized approach for your situation.  

    Origins - A podcast about Limited Partners, created by Notation Capital
    Minisode: What Early Stage Venture Can Learn from Crypto Traders

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

    Play Episode Listen Later Nov 18, 2025 10:11


    Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, and Nick Chirls, GP at Asylum Ventures, dive into their recent conversation with Kyle Samani, Founder and Managing Partner of Multicoin Capital. They discuss their learnings on crypto, including why Nick is more bullish on bitcoin than Kyle, and how LPs conceptualize investing in firms like Multicoin. They also break down why people who came up as Crypto traders and investors are uniquely positioned to excel in early stage venture.Learn more about Sapphire Partners: sapphireventures.com/sapphire-partnersLearn more about OpenLP: openlp.vcLearn more about Asylum Ventures: asylum.vcLearn more about Multicoin: multicoin.capitalFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcCHAPTERS:0:00 Welcome to Origins1:02 Is Bitcoin an Unproductive Asset?1:56 The Problem With Web3.03:49 Assessing Crypto Managers As an LP6:21 The Hard Part Isn't Buying Bitcoin, It's Holding It8:21 Trained In Crypto, Excelling In Traditional Markets

    Exit Strategies Radio Show
    EP 217: From Landlord to Legacy: How DSTs Unlock Passive Real Estate Wealth with Ben Carmona

    Exit Strategies Radio Show

    Play Episode Listen Later Nov 17, 2025 26:00


    Think of a DST like owning a small piece of a big, professionally managed apartment building—you get the income and tax benefits without ever having to answer a tenant's phone call.This week on Exit Strategies Radio Show, host Corwyn J. Melette is joined by special guest Ben Carmona, Managing Partner with Perch Wealth, to reveal a powerful, little-known strategy that allows real estate investors to defer taxes, eliminate the "three T's" (Tenants, Termites, Traffic), and significantly increase passive income. Ben dives deep into the mechanism of the 1031 Exchange and how the Delaware Statutory Trust (DST) structure provides the perfect, hands-off solution for those looking to exit active management and still grow their wealth. Get ready to take notes—this is legacy-building information! Key Takeaways:(5:10) What is a 1031 Exchange? — Learn how this powerful IRS provision allows you to sell investment property and defer paying taxes when reinvesting in another “like-kind” property.(9:28) Real-Life Example: Discover how one investor turned a $200K mobile home park into $3 million—and how a 1031 Exchange saved him over $1 million in taxes.(12:13) Understanding Delaware Statutory Trusts (DSTs): Why these trusts relieve investors from property management while keeping their income flowing.(14:16) How DSTs Work: Ben explains how DSTs allow fractional ownership in large institutional properties—making it accessible for mom-and-pop investors.(17:21) Passive Income and Tax Deferral Combined: How retirees can diversify across multiple properties, increase their income, and pass down wealth tax-efficiently.(18:52) The Mission of Perch Wealth: Ben's journey from syndication to founding a firm focused on helping investors make informed, objective real estate decisions.Connect with Ben:Contact Number: (818) 269-4972Website: www.perchwealth.comLinkedin: https://www.linkedin.com/in/bencarmona/Connect with Corwyn:Contact Number: 843-619-3005Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠Website:⁠ https://www.exitstrategiesradioshow.com⁠Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠Shoutout to our Sponsor: Country Boy HomesDo you remember your grandma's front porch? You know that spot where stories were told, kisses were stolen, and sweet tea was always being sipped. Now imagine giving your family a place to make those same memories, but in a brand new, energy-efficient, and home that was built just for you. At Country Boy Homes, we help folks just like you find that forever feeling.Whether it's your first home, your next home, or your, we're done with rent forever, like,  seriously home, we specialize in affordable, durable, manufactured, and modular homes, the kind that make room for muddy boots, big dreams, and second helpings. Come see what coming home really feels like. Call 843-574-8979 today.Country Boy Homes, Built to Last, Priced for You.

    Unchained
    Bitcoin's Outlook, ETH's Next Major Support and Why Zcash's Run Isn't Over: Bits + Bips - Ep. 950

    Unchained

    Play Episode Listen Later Nov 15, 2025 30:48


    Bitcoin continues to look weak, falling through the psychologically important $100,000 level. Is the cycle over? In this episode, Fairlead Strategies founder Katie Stockton joins Unchained Executive Editor Steve Ehrlich to break down the charts. She explains how the Bitcoin market has changed and Ethereum's potential trajectory. She also takes a look at the state of the DAT sector and Zcash's steep rise. Thank you to our sponsors! Mantle Uniswap Guest: Katie Stockton, Founder and Managing Partner of Fairlead Strategies Links: Unchained:  Why the Crypto Markets Seem Down Bad as Bitcoin Dips Below $100K A Musk-Style Reward? Anthony Pompliano Could Earn $400 Million From ProCap Canary XRP ETF Set for Nasdaq Launch as Shutdown Ends Why the Privacy Coins Mania Is Much More Than Price Action Timestamps:

    Unchained
    The Chopping Block: Tokenomics Reset — ICOs Rise, UNI Turns On Fees, MEV Goes to Court - Ep. 949

    Unchained

    Play Episode Listen Later Nov 15, 2025 51:21


    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, the crew dives into the shift from airdrops to ICOs as Monad, MegaETH, and Coinbase's new sale format spark a rethink of how tokens should be distributed. They discuss ICO Beast's hedging fiasco, why most airdrops fail to create real users, and whether fixed-price ICOs are a better path for long-term alignment. The gang also unpacks Uniswap's major “unification,” the end of Labs vs. Foundation, and UNI finally becoming the protocol's value-accrual asset. In the back half, they touch on the “low carb crusader” MEV trial, the hung jury, and the broader question of whether MEV games belong in criminal court at all. A concise, high-signal look at where tokenomics, distribution, and crypto's legal boundaries are heading next. Show highlights

    Scouting for Growth
    Stephen Brittain: Why Venture-Client Models Are Rewriting the Rules of Corporate Innovation

    Scouting for Growth

    Play Episode Listen Later Nov 13, 2025 73:22


    On this episode of the Scouting For Growth podcast, Sabine VdL talks to Stephen Brittain, co-founder of InsurTech Gateway, a pioneering venture builder focused on bringing early-stage startups into the heart of the insurance world – a regulated industry that typically moves at glacial speed. Over the past decade, Stephen has helped launch and scale ventures inside one of the most regulated, risk-averse business sectors on the planet: the insurance space. He has been the spark for innovation inside large insurance corporates and the strategic partner for founders who wanted to navigate the labyrinth of regulation, procurement and distribution at scale. In other words: he has been solving the archetypal “how to innovate inside a large enterprise” question while keeping the spirit of a startup alive. KEY TAKEAWAYS I was a product /service designer, and I found myself – through building bigger and bigger products – coming up against risk, and I saw risk as a constraint. I knew that if I could only understand risk better that I might be able to do bigger and bolder and better projects. That's how I outgrew product design and moved into insurance. InsurTech Gateway's original intention was to find amazing founders and fast-track them into market with enough creative energy to survive, adapt and evolve in an environment where your first idea had to be your fixed idea. Today we give founders greater agility to learn and evolve, because no one ever knows what to do when they first start, it's a learning journey. The upside, the enthusiasm, the opportunity framing of entrepreneurialism and venturing gets everybody started, rallies people together. But, an a bad day, the downside view is actually the long-term sustainability of any new category. VCs and insurers have never sat round the table together. BEST MOMENTS  ‘The opportunity was not to make insurance sexy, it was to look at the secret powers of insurance to create mutual models to work at scale, to unlock lending and put trust into ecosystems that didn't exist before.'  ‘One of the biggest challenges in InsurTech is; to get a successful outcome from something that looked great on day 1 but didn't evolve into the opportunity.' ‘Pattern recognition has never been higher and the cost to entry and experimentation has never been lower. We recognise what works and what doesn't much better, but can we validate it with an insurer and get them onside? I think we still need to work out the connectivity.' ‘If you can work with innovators, and you understand risk, and you can help unlock that innovation, you can make it sustainable.' ABOUT THE GUESTS Stephen Brittain is the Co-Founder of InsurTech Gateway, the world's first authorised venture builder and fund focused on insurtech. A true pioneer at the intersection of innovation, investment, and impact, Stephen has spent the past decade turning bold ideas into scalable ventures that redefine how insurance and technology collide. ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

    Unchained
    Bits + Bips: Every Fortune 500 Company Will Be a DAT - Ep. 944

    Unchained

    Play Episode Listen Later Nov 12, 2025 64:47


    Follow Unchained On Air on X or YouTube! https://x.com/Unchained_pod https://www.youtube.com/channel/UCWiiMnsnw5Isc2PP1to9nNw Check out our sponsor Walrus! https://www.walrus.xyz/ The government's about to reopen, but the economic cracks aren't healing. From runaway debt to DATs trading below NAV, markets are feeling the strain of unsolved macro problems. In this week's Bits + Bips, hosts Austin Campbell and Chris Perkins are joined by Matt Zhang of Hivemind Capital and Felix Jauvin, head of content at Blockworks and host of Forward Guidance, to unpack what happens when policy meets reality. They discuss why a $2,000 “tariff dividend” could ignite inflation, how America's ballooning debt is constructive for crypto, and why DATs could still have plenty of potential, despite already showing cracks. Plus: the Bank of England's £20K stablecoin proposal, whether $3 trillion is too low a target for the sector, and a final provocation: is XRP worth more than Ripple equity? Hosts: Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guests: Felix Jauvin, Head of Content at Blockworks and Host of the Forward Guidance Podcast Matt Zhang, Founder & Managing Partner at Hivemind Capital Links: CNN: Trump's shutdown win just landed Republicans with a huge political headache Forbes: A $2,000 Tariff Dividend? Trump's New Pitch Raises Tax Concerns BeInCrypto: Digital Asset Treasuries Are Collapsing: Lost Confidence Triggers Market Sell-Off FT: Bank of England dilutes planned rules for UK stablecoins CoinDesk: U.S. Fed's Miran Says Policy Needs to Adjust to Stablecoin Boom That Could Reach $3T Timestamps: