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On this episode of the Scouting For Growth podcast, Sabine VdL talks to Yo Kwon, CEO at Voltaire.Claims. Together, we pull back the curtain on how enterprise operations (and in particular finance and insurance operations) are being reinvented – not tomorrow, but right now. KEY TAKEAWAYS · I was working with my co-founder on Ai technology trying to work out what would be applicable for wider businesses. While we were testing ideas someone was using one of our products to write claims letters. · Adjustors don't enjoy writing claims letter, especially denials, they lean heavily on templates and cheat sheets to figure out the clauses to cite, so small mistakes and big ones can slip though. Voltaire generates each letter from scratch, it doesn't take shortcuts which removes the room for error. · Litigation alone adds an average of $10,718 per claim in loss adjustment expense, we projects Voltaire can reduce litigated claims by 10% or more through more defensible correspondence. Even a conservative 5% improvement in leakage through clearer letters translates to $320,00 in recovered value. · We include critical guardrails. If an adjustor requests a denial letter but there's no valid policy exclusion that exists to support the denial, the system returns ‘no relevant policy language was found'. This prevents a wrongful denial or compliance violation before it happens. BEST MOMENTS ‘Before I started this company I did not think this would be a problem in 2025, and this is a problem because of the complexities of claims.' ‘Whenever productivity is measured, people will choose speed over compliance, I'd go far as to say most adjustors never actually learn the correct way to write a claims letter.' ‘Claims managers and adjustors have told us the AI is teaching them things about policies that they've never known before.' ‘Our approach treats compliance as a product feature, not an afterthought.' ABOUT THE GUESTS Yo Kwon is the Co-Founder and CEO of Voltaire.Claims, where he leads the development of cutting-edge AI solutions that transform insurance correspondence. With deep expertise in artificial intelligence, decentralized systems, and cybersecurity, Yo brings a rigorous technical perspective to one of the industry's most overlooked but high-impact challenges: claims letter automation. Under his leadership, Voltaire has built a lightweight, API-driven platform that integrates seamlessly with core systems like Guidewire to deliver accurate, regulator-compliant claim letters in seconds. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Doug Colkitt, Founder Ambient Finance & Founding Contributor at Fogo, joins us as one of the wildest weekends in crypto history drags us back on air: a record $19B+ in liquidations, gas spiking toward $400, exchange APIs wobbling, and ADL ripping through perps as hedges vanished. We unpack what ADL actually does, why delta-neutral farmers got nuked, and how Binance's USDe and staked ETH/SOL pegs snapped amid index design and mint/redeem gaps—followed by refunds. We get into HLP vs. LLP (vaults vs. winning traders), the Hyperliquid “whale” short ahead of the tariff tweet, cross-margin reflexivity that torched alts, and why market makers wore outsized pain. Then we zoom out to infra: sequencers, force-inclusion in practice, and the case for on-chain clearing plus real insurance funds before the next Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Jason E. Brooks is many things, including: keynote speaker, author, profitability coach, and podcast host. In the past, Jason has worked for so many impressive companies in the hospitality industry. Some of his roles include: Managing Partner at Ruby Tuesday, Director of Operations at LIME Fresh Mexican Grill, Franchise Business Consultant at Moe's Southwest Grill, Franchise Operations Coach at The Wendy's Company, and Strategic Leadership Facilitator at Runza Restaurants, among many others. Currently he is the Founder of Coach Up and Founder & Creator of CoachNext.AI. He is based in Charlotte, NC. 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: 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. Restaurant Systems Pro - Join the 60-day Restaurant Systems Pro FREE TRAINING. This is something that has never been done before. This 60-day event is at no cost to you, but it is not for everyone. Fred Langley, CEO of Restaurant Systems Pro, will lead a group of restaurateurs through the Restaurant Systems Pro software and set up the systems for your restaurant. During the 60 days, Fred will walk you through the Restaurant Systems Pro Process and help you crush the following goals: Recipe Costing Cards; Guidance in your books for accounting; Cash controls; Sales Forecasting(With Accuracy); Checklists; Budgeting for the entire year; Scheduling for profit; More butts in seats and more… Click Here to learn more. Let's make 2025 the year your restaurant thrives. Guest contact info: Connect with Jason on LinkedIn Jason's website: https://www.jasonebrooks.com Thanks for listening! Rate the podcast, subscribe, and share!
Erik Braden, managing partner at Braden Business Systems, uncovers the secrets behind transforming a family business into a nationwide managed technology powerhouse. From his early days on Wall Street to navigating the intricate balance of preserving a strong business legacy while fostering growth, Erik's journey is a testament to the power of persistence, accountability, and adhering to core values. This episode unpacks the challenges of working with AI and cybersecurity, highlighting the imperative of a secure infrastructure to prevent data leaks and ensure seamless technology integration. Our conversation with Erik also takes a fascinating turn as we explore innovative sales strategies and the critical role of CRM technology in modern business operations. Collaborating with Dale Dupree of the Sales Rebellion, Erik shares insights on how to break away from traditional sales methods and embrace a more community-driven, impactful approach. Through strategic roadmapping, compliance with cyber insurance policies, and the art of pattern interrupt marketing, Erik reveals how businesses can not only survive but thrive in a competitive environment. Leadership with a genuine touch is the cornerstone of Erik's philosophy, as he emphasizes vulnerability and authenticity in managing successful teams. By sharing personal growth stories and illustrating the power of leading by example, Erik underscores the importance of empowering team members to devise solutions and innovate. As businesses gear up for the AI revolution, he stresses on fostering a culture of collaboration and emotional intelligence, paving the way for a future where technology and humanity coalesce for unprecedented success. Erik Braden is the CEO and Managing Partner of Braden Business Systems, where he has led the company's evolution from a regional office equipment dealer to a nationally recognized technology leader. With a background in investment banking and private equity across New York, Los Angeles, and Zurich, Erik brought strategic discipline and a global outlook to the family business. Under his leadership, Braden has quadrupled in size, expanded into managed IT, cybersecurity, and document management, and earned top rankings on the MSP 501 list. Known for his people-first approach and culture of transparency, Erik has driven record growth while maintaining exceptional client satisfaction and employee retention. His leadership has earned him accolades including the MSP 501 Executive of the Year and the Fortress Cybersecurity Leadership Award. Outside of work, he supports over 100 nonprofits annually and serves on several industry boards. Quotes: "Persistence opens doors, but accountability keeps them open." "Leadership with a genuine touch is the cornerstone of my philosophy. Vulnerability and authenticity in managing teams lead to success." "As businesses gear up for the AI revolution, it's crucial to foster a culture of collaboration and emotional intelligence." "You can't just bolt AI onto your operations without a secure infrastructure; the risks of data leaks are too great." Links: Erik's LinkedIn - https://www.linkedin.com/in/erik-braden-1930904/ Braden Business Systems - https://bradenonline.com Find this episode and all other Sales Lead Dog episodes at https://empellorcrm.com/salesleaddog/
On today's Legally Speaking Podcast, I'm delighted to be joined by Marcin Durlak. Marcin is the Managing Partner and Co-Founder of IMD Solicitors LLP, an award-winning boutique firm recognised for its culture-first leadership and bold innovations. He and his wife and business partner,were jointly named Managing Partners of the Year at the 2025 ModernLaw Awards, after pioneering a 4-day working week with 100% pay whilst achieving record growth and world-class satisfaction. Passionate about culture-first leadership, Marcin is redefining what success looks like in the legal industry. From arriving in the UK with 1 suitcase to running an award-winning firm, his story is proof that bold ideas can transform both business and lives.So why should you be listening in? You can hear Rob and Marcin discussing:- Pioneering a Four-Day Work Week in Legal Practice- Building IMD Solicitors: From Language Skills to Award-Winning Firm- Overcoming Challenges and Embracing Continuous Improvement- Leveraging Technology and Innovation for Growth- Cultivating Culture, Team, and Balanced Firm ExpansionConnect with Marcin Durlak here - https://www.linkedin.com/in/marcin-durlak
Josh Wagner, Co-Founder and Managing Partner of InRevenue Capital and Chief Revenue Officer at PeerLogic shares his insights on: Optimizing patient communication Overcoming technology & AI overload Setting standards & processes To learn more about Peerlogic visit https://www.peerlogic.com/ To schedule a demo visit https://dso.pub/PeerlogicDemo You can also connect with Josh Wagner on Linkedin - https://www.linkedin.com/in/joshwagneraz/ Subscribe to our channel for more episodes and stay updated on the latest DSO news, insights, and events! If you like our podcast, please give us a ⭐⭐⭐⭐⭐ review on iTunes https://apple.co/2Nejsfa and a Thumbs Up on YouTube.
Vince Lanci started his career over two decades ago as a marketmaker on the floors of the NYMEX, COMEX, and NYBOT exchanges, where he specialized in trading commodities with a particular focus on energy options. In 2007, he founded Echobay Partners, a venture capital group dedicated to Exchange Vertical Investments. Currently, he holds the position of Managing Partner at Echobay Partners LLC, overseeing the strategic direction in trading and investment. We discuss Gold, Canadian Dollar vs Euro and silver shortage. To watch the Full Cornerstone Forum: https://open.substack.com/pub/shaunnewmanpodcastGet your voice heard: Text Shaun 587-217-8500Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Use the code “SNP” on all ordersProphet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.com
Polymarket scales with Wall Street's blessing, Kalshi fires up KOLs, and BNB chain melts down as fast as it ran. We dissect Aster's data drama, the new privacy wave lifting Zcash, and Galaxy One's glossy yields—what's smart strategy vs. old mistakes in new clothes? Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we unpack Polymarket's jaw-dropper: a $2B raise at a $9B valuation led by ICE (parent of the NYSE), the token tease, and whether prediction markets will eat sportsbooks. We get into the KOL wars (Kalshi vs. Polymarket), the line between paid shilling and product marketing, and what “parlays” look like on prediction platforms. Then: Aster vs. Hyperliquid and DeFiLlama's delist sparks transparency questions, while BNB Chain's 72-hour meme-coin supercycle goes boom→bust. Privacy takes center stage as Zcash rips and the “privacy meta” returns. We close with Galaxy One's 8% yield pitch — BlockFi déjà vu or smarter risk management in a post-CeFi world? Show highlights
The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset
Learn how to build broker confidence and find real multifamily deals with clarity, confidence, and authenticity. Tyler Deveraux shares practical tips for new investors to sound professional and win big.We want your feedback! Take our survey to help us better your listening experience.Check out the Multifamily Mindset store for great tools like the Think Bigger Journal and MFM merchandise.Follow us on Instagram:►Tyler Deveraux (@tyler_deveraux), CEO of Multifamily Mindset & Managing Partner of Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset
What do poker strategy and mobile home investing have in common? More than you might think! In this episode of the Real Estate Investor Podcast, we sit down with Pasha Esfandiary to dig into the secret behind his success in real estate and how he is shaking up the mobile home space. Pasha is the CEO and Managing Partner of Evoke Capital, a real estate investment firm specializing in high-upside mobile home communities. After a successful career as a professional poker player, Pasha transitioned into real estate, flipping more than 50 homes in Las Vegas before expanding into multifamily and development projects. Guided by his resilience, emotional intelligence, and a long-term vision, he has built Evoke Capital around creating win-win opportunities for both investors and residents. In our conversation, Pasha explains how skills honed at the poker table, such as long-term thinking, risk mitigation, and disciplined decision-making, have guided his success in real estate. He also shares why he prefers mobile home communities, what operational levers he pulls to maximize performance, and the investing philosophy that continues to shape his approach today. Join us to discover how you can turn an overlooked real estate niche into long-term wealth with Pasha Esfandiary!Key Points From This Episode:Hear about Pasha's journey from professional poker player to real estate investor.What skills from his time as a poker player have helped him be successful in real estate.Learn about his approach to investing and why he focuses on long-term holds.Find out why his focus is on mobile homes instead of conventional real estate investments.The average length of a mobile home tenant and the operational costs of mobile communities. Discover what Evoke's typical buy box is and why the company avoids vacant lots.Explore why being overly optimistic is the biggest downfall of real estate investors.Hear what most real estate investors get wrong and the cyclical nature of real estate.Pasha shares the two qualities that every real estate investor needs to be successful.Links Mentioned in Today's Episode:Pasha EsfandiaryPasha Esfandiary on LinkedInPasha Esfandiary on InstagramEvoke CapitalRaising the StakesThink and Grow RichAsset Management Mastery Facebook Group Invest SmartBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedIn
Stablecoins are no longer a side story — they're on the path to becoming the backbone of global digital finance.To unpack what the GENIUS Act means for the U.S. dollar, stablecoin issuers, and banking competition, I sat down with Austin Campbell, Founder and Managing Partner of Zero Knowledge Consulting and an Adjunct Professor at Columbia Business School.Austin previously led Stable Value Trading at JP Morgan, co-headed Digital Asset Rates Trading at Citi, and served as Head of Portfolio Management at Paxos. In this episode, Austin explains the key provisions of the Genius Act, the misconceptions around the “interest” prohibition, and how competition between currencies could expand freedom — and reshape the global economy.Timestamps:➡️ 00:00 — Intro➡️ 00:46 — Sponsor: Day One Law➡️ 01:09 — Austin's path from Wall Street to crypto➡️ 05:40 — Why the Genius Act is the most important bipartisan financial law since Dodd-Frank➡️ 10:31 — Stablecoins as global infrastructure for the U.S. dollar➡️ 15:14 — Key pillars of the Genius Act: reserves, insolvency, and compliance➡️ 26:20 — Privacy, enforcement, and what Genius gets right➡️ 37:19 — The “interest” prohibition — and the exception most people missed➡️ 45:00 — What comes next for stablecoin issuers and U.S. regulators& much more.Sponsor: This episode is brought to you by Day One Law, a boutique law firm helping crypto startups navigate complex legal challenges. Subscribe to Day One's free monthly newsletter for legal and regulatory updates.Resources:
Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe's leading founders, corporate leaders, and investors shaping the future of venture collaboration.In this episode, Samuli Sirén, Managing Partner at Redstone, joins Andreas Munk Holm to explore how data-driven deal sourcing is reshaping venture capital. Redstone has spent nearly a decade building Sophia, its proprietary analytics platform, to track trends, identify group dynamics, and map startup opportunities long before they show up on mainstream radars.From the promise and limits of AI in scouting to the common mistakes corporates make in startup sourcing, Samuli pulls back the curtain on what works, what doesn't, and how data can give investors an edge without replacing human judgment.
Golden Week has just wrapped, offering a timely snapshot of China's consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and reinforcing calls for deeper structural reform.Amidst this backdrop, China's stock market continues to rally, prompting fresh questions: Can momentum broaden beyond tech? Will long-awaited social reforms finally shift the consumption narrative? And what does a weakening US dollar mean for global asset allocation?Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., return to unpack the macro forces behind the rally, the outlook for the 15th Five-Year Plan, and why gold and silver are stealing the spotlight in 2025.This episode was recorded on 8 October 2025.
In this episode of the Tacos & Tech Podcast, we sit down with Matt Ober, Managing Partner at Social Leverage, to unpack the future of fintech, the evolving landscape of wealth tech, and what it means to build and invest with long-term conviction. Matt shares his journey from hedge funds and quant trading to early-stage venture capital, with stops at Bloomberg, WorldQuant, and Third Point before joining Social Leverage. We talk about the firm's investing thesis, from Robinhood and Alpaca to the social side of investing with Stocktwits and the upcoming Stocktoberfest event in San Diego. From deep dives on compliance tooling and wealth advisor rollups to the convergence of trading, crypto, and sports betting - this episode maps the edges of where fintech is headed next. Key Topics covered: Matt's path from hedge fund data scientist to early-stage investor The origin story of Social Leverage and how its partners found each other Fintech then vs. now: what's changed and what hasn't Why wealth management is ripe for disruption Regulation, crypto, and the blending of gambling, investing, and community How Stocktwits still matters in a Robinhood world The magic of Stocktoberfest and how in-person density builds stronger networks What it's like building and investing from San Diego Links & Resources Social Leverage Stocktwits Stocktoberfest - October 20-22, 2025 Connect with Matt LinkedIn X Fintech, Forecasts, and Stocktoberfest
As a Co-Founder and Managing Partner, Russ brings an entrepreneurial spirit and a wealth of financial and operational expertise to Transom. He thrives on solving complex problems, and has earned a reputation as a responsive, proactive leader, investor, and business-builder. Russ manages Transom day-to-day, plays an active role in new investment evaluation & execution and with portfolio companies, and is a member of the investment committee. Prior to forming Transom, Russ was a Junior Partner at McKinsey & Company, where he focused on operational transformations across several industries and worked in the firm's Private Equity Practice. Prior to McKinsey, Russ was a product developer at Microsoft and an investment banker at Credit Suisse First Boston, where he executed corporate finance transactions for technology companies. Russ graduated with honors from the University of Pennsylvania's Wharton School of Business and holds an M.B.A. from the Kellogg School of Management at Northwestern University. Russ is an active member of the Young Presidents' Organization, Santa Monica Bay Chapter.
What if the final piece of the puzzle for your growth was right here?This is the second and last part of a powerful two-part conversation on Be That Lawyer Live, where Steve Fretzin sits down again with Daniel Scola, Eido Walny, and Karl Seelbach. Together, they dive deep into rainmaking, relationships, and leadership in ways most lawyers never discuss publicly. You'll hear candid stories, real mistakes, and strategies that connect directly to your own journey. Don't miss this closing segment — it's your chance to take the full picture and turn it into action. In this episode, Steve, Daniel, Eido, and Karl discuss:Authentic business development through personal passionsBuilding and sustaining client relationshipsGaining visibility with thought leadershipLessons from mistakes and missed opportunities Key Takeaways:Aligning personal passions like music, car restoration, or cufflink-making with client connections creates natural and sustainable business opportunities.Avoiding the “too busy” perception is critical, since clients and prospects may hold back opportunities if they think you're overwhelmed.Speaking engagements, timely PR responses, and consistent online presence remain the most effective ways to stay top of mind and be recognized as a leader.Complacency, failure to delegate, and clinging to unproductive organizations can stall growth, while being proactive ensures long-term success. "It's not like you have to go 100% all the time, but you should go at a nice speed. You shouldn't rest on your laurels." — Daniel Scola"You gotta love it, or else you're not going to be good at it." — Eido Walny"No matter how busy you may be, if you want to bring in more work… don't talk about how busy you are." — Karl Seelbach Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again. Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Daniel Scola is the Managing Partner of Hoffmann & Baron, LLP, focusing on patents, trademarks, copyrights, and global IP protection [LinkedIn | Website].Eido Walny is the founder of Walny Legal Group, a nationally recognized estate planning and asset protection practice [LinkedIn | Website].Karl Seelbach is the Managing Partner of Doyle & Seelbach, specializing in personal injury defense and legal technology innovation [LinkedIn | Website]. Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Private markets are swelling, public markets are shrinking, and the line between the two has never been blurrier. In this episode, CJ sits down with Scott Voss, Managing Partner at HarbourVest, to make sense of what's happening across venture, private equity, credit, and secondaries. Scott explains why companies like SpaceX and OpenAI are now valued alongside public giants, how the surge in take-privates is reshaping corporate strategy, and what happens when the quarterly earnings pressure disappears. They dive into the rise of GP-led deals, the evolving role of private credit as the “third voice in the room,” and why liquidity—not scarcity—will define this cycle. Scott also breaks down the growing appeal of evergreen and permanent capital structures, plus what AI mega-deals signal about the next phase of private investing.—LINKS:Scott Voss on LinkedIn: https://www.linkedin.com/in/scott-voss-b91b94/HarbourVest Partners: https://www.harbourvest.comCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: https://www.mostlymetrics.comRELATED EPISODES:Secondaries, Continuation Vehicles, and Sidecar Funds: Private Equity with HarbourVest's Scott Voss -—TIMESTAMPS:(00:00:00) Preview and Intro(00:02:49) Sponsor – Mercury | RightRev | Tipalti(00:06:43) Opening Conversation(00:07:23) The Blurring Line Between Public and Private(00:09:36) The Rise of Mega Venture(00:11:20) The First $10 Trillion Company(00:12:28) The Shrinking Public Markets(00:13:09) Take-Private Playbook(00:14:04) Why Companies Go Private(00:16:00) Sponsor – Aleph | Rillet | Fidelity Private Shares(00:19:21) Efficiency and Exits(00:23:15) Liquidity in Private Markets(00:24:01) Secondaries and GP-Led Deals(00:27:14) Yale and the Secondary Market(00:29:09) Innovation and the Rise of GP-to-GP Trades(00:30:16) Liquidity Cycles and Interest Rates(00:33:18) The Third Voice in the Room – Private Credit(00:34:44) Private Credit and GP-Led Deals(00:36:02) Interest Rates and Deal Spreads(00:37:15) The Major Players in Private Credit(00:38:09) Regulation and Risk(00:39:25) Private Credit vs. Traditional Lending(00:40:33) Evergreen and Permanent Capital(00:45:57) Expanding Access to Private Markets(00:47:03) Understanding the Cap Table(00:47:44) AI Deals and Consolidation(00:50:00) The Evolution of AI and Blockchain(00:53:20) Funding Innovation and Risk(00:55:28) Lessons From Investing(00:55:39) Nostalgia and Life Phases(00:57:06) Nostalgia and the 1990s(00:59:21) Learn, Earn, and Return(01:00:45) Talking Nostalgia at Dinners(01:01:27) Summer Surfing(01:02:25) Wrap-Up and Closing—SPONSORS:Fidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.Mercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics#RunTheNumbersPodcast #PrivateMarkets #VentureCapital #TakePrivate #FinanceLeadership This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Jenn Gore sits down with Jeremy Alters, the former trial lawyer who founded ClaimAngel. They dig into Jeremy's disbarment in Florida: what went wrong, what he'd do differently, and why the buck stops at the top. Then the rebuild: a funding marketplace that pushes back on predatory rates, standardizes terms, and gives firms an ethical way to offer clients real options. This episode is a candid playbook on accountability, resilience, and doing right by clients without hiding from your past. Get in touch with Jeremy at https://claimangel.com/Get in touch with Jenn at https://sweetjames.com/ Jeremy Alters (@jeremy-alters1 on LinkedIn) is the founder & CEO of ClaimAngel, a litigation-funding marketplace. A former trial lawyer, he handled catastrophic injury, mass tort, and class actions with more than $5.5B in settlements and verdicts, earning AAJ's F. Scott Baldwin Award and recognition from Super Lawyers, Florida Trend, and United Who's Who. He has served as president of the Miami-Dade County Trial Lawyers Association and on AAJ's Executive Committee. Over the last decade, he's advised startups and public companies and mentors attorneys on litigation strategy with the Berman Law Group. Away from work, he mentors youth and is a devoted dad. Jennifer Gore (@jenngorelawyer on Instagram) is the Managing Partner of Sweet James GA East Coast and currently spearheading Sweet James Accident Attorneys' Georgia expansion. She also founded Atlanta Personal Injury Law Group. Her leadership led Atlanta Personal Injury Law Group to Inc. 5000 recognition for three consecutive years as one of the fastest-growing U.S. law firms. With over a decade of experience, she specializes in wrongful death, trucking, and motorcycle cases, achieving exceptional client outcomes.——LawRank grows your law firm with SEOOur clients saw a 384% increase in first-time calls and a 603% growth in traffic in 12 months. Get your free competitor report at https://lawrank.com/report. Subscribe to us on your favorite podcast app Rate us 5 stars on iTunes and Spotify. Watch us on YouTube Follow us on Instagram and TikTok
Topics:How to Prepare for a SaleCustomer Diversification as a Growth LeverImportance of Board Culture...and so much more.Top TakeawaysKeep leverage in check for stability. In the ImpactXM deal, David's team held the company for 10 years and achieved a 21x ROI. When COVID hit, low leverage and a diversified service mix kept the business alive. The lesson for independent sponsors: don't overextend just to win a deal. A strong balance sheet and disciplined cash management create the runway to survive shocks and capture long-term upside.Get the books in order before diligence. David explains that many deals fall apart because sellers aren't prepared. Independent sponsors should push for clean reporting, monthly closes, and 13-week cash flows. These basics streamline diligence, build investor confidence, and keep management focused on running the business.Board culture can drive exponential growth. Founder-led businesses often lack formal boards. Independent sponsors can add immediate value by instituting structured board meetings. Simple steps, like setting agendas, tracking follow-ups, and standardizing reporting, can shift a company from reactive to strategic and set the stage for growth.About David AcharyaDavid Acharya is the Managing Partner of Acharya Capital Partners, leading the firm's investing, strategy, and operations. With 25+ years of investing and transaction experience, he's known for hands-on value creation. He began his career in investment banking at JPMorgan Chase and Toronto Dominion, where he helped raise $18B+ across telecom, media, consumer, and financial sectors.About Acharya Capital PartnersAcharya Capital Partners (ACP) is a New York–based independent sponsor firm specializing in lower middle-market investments. The firm partners with founders and management teams to drive growth through disciplined buy-and-build strategies, operational enhancements, and professionalized governance. ACP focuses on companies in technology, media and telecommunications, marketing services, and light manufacturing, typically with $3–20 million of EBITDA.
In this episode of The Negotiation, host Todd Embley welcomes back Crystal Tai. Crystal is a journalist, cultural strategy researcher, and Managing Partner at Nüora Global Advisors. Formerly Senior Managing Editor at Jing Daily, her work explores how changing values + consumer behaviors, and social movements shape business trends and global markets. In this episode, Crystal shares her insights on the latest developments in China's sportswear and athleisure markets, including the ongoing popularity of Lululemon, the rise of niche sports labels, and emerging winterwear trends as the season approaches. She also provides an update on Chinese travel patterns in the post-COVID era, assesses overall consumer sentiment, and offers her take on Starbucks' challenges in the Chinese market.As always, Crystal brings her sharp reporting and deep understanding of Chinese consumer culture to the conversation—plus, a light-hearted discussion on Taylor Swift's engagement and its reception among Chinese fans. Enjoy! What You'll Learn in This Episode:· How Lululemon continues to perform in China and key takeaways from its recent Q2 report.· The rise of niche sports brands and new trends in the sports and athleisure market.· Winterwear and winter sports trends to watch as the season kicks off.· Post-COVID travel patterns and evolving consumer behaviors in China.· Current Chinese consumer sentiment and what it means for global brands.· Starbucks' challenges in China and whether the brand can bounce back.· A fun look at celebrity news—Taylor Swift's engagement—and its impact in China.
In this episode of Transforming: Tales of Business Model Evolution, Suzanne Forbes, CPA, Managing Partner of James Moore, explores why governance must evolve as your firm grows, why it's essential to revisit partner compensation, and how to guide your team through transitions. Suzanne also highlights ways to build a strong, connected culture for remote employees. Looking ahead, she expresses excitement about the future of the profession, highlighting the potential for meaningful impact in having an increased advisory role. Tune in, subscribe, and visit our podcast home page for more episodes. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm. You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments welcomed at podcast@aicpa-cima.com
Jenn Gore sits down with Jeremy Alters, the former trial lawyer who founded ClaimAngel. They dig into Jeremy's disbarment in Florida: what went wrong, what he'd do differently, and why the buck stops at the top. Then the rebuild: a funding marketplace that pushes back on predatory rates, standardizes terms, and gives firms an ethical way to offer clients real options. This episode is a candid playbook on accountability, resilience, and doing right by clients without hiding from your past. Get in touch with Jeremy at https://claimangel.com/Get in touch with Jenn at https://sweetjames.com/ Jeremy Alters (@jeremy-alters1 on LinkedIn) is the founder & CEO of ClaimAngel, a litigation-funding marketplace. A former trial lawyer, he handled catastrophic injury, mass tort, and class actions with more than $5.5B in settlements and verdicts, earning AAJ's F. Scott Baldwin Award and recognition from Super Lawyers, Florida Trend, and United Who's Who. He has served as president of the Miami-Dade County Trial Lawyers Association and on AAJ's Executive Committee. Over the last decade, he's advised startups and public companies and mentors attorneys on litigation strategy with the Berman Law Group. Away from work, he mentors youth and is a devoted dad. Jennifer Gore (@jenngorelawyer on Instagram) is the Managing Partner of Sweet James GA East Coast and currently spearheading Sweet James Accident Attorneys' Georgia expansion. She also founded Atlanta Personal Injury Law Group. Her leadership led Atlanta Personal Injury Law Group to Inc. 5000 recognition for three consecutive years as one of the fastest-growing U.S. law firms. With over a decade of experience, she specializes in wrongful death, trucking, and motorcycle cases, achieving exceptional client outcomes.——LawRank grows your law firm with SEOOur clients saw a 384% increase in first-time calls and a 603% growth in traffic in 12 months. Get your free competitor report at https://lawrank.com/report. Subscribe to us on your favorite podcast app Rate us 5 stars on iTunes and Spotify. Watch us on YouTube Follow us on Instagram and TikTok
On this episode of the Scouting For Growth podcast, Sabine VdL talks to Bobbie Shrivastav, co-founder and CEO of Solvrays about building AI-driven workflows that aim to eliminate 70% of manual back office work with governance, auditability, and with human-in-the-loop controls directly built in. They also talk about what makes vertical AI for insurance defensible and measurable, compressing sales and implementation cycles without cutting corners on risk, change management, and how to augment teams as talent retires while new talent ramps up. KEY TAKEAWAYS When the work comes into an organisation, not everything is digital. Things are still mailed, the first help we provide is extracting the information from those manual sources and place it with the right person in their case management system. That alone eliminates 5-7 touch points. When an agent sends an email we're able to get a new business application, we're able to extract the information, we understand that this is a new business applications, and we can take that data and integrate it into the new business solution. Before, someone would have checked an email, gone to the new business application and keyed that in so work could move in. We've eliminated that complex new business touch point. 74% of our industry is still tackling legacy. Customers don't care if you're still using mainframes, they shouldn't feel a difference. We're using agentic AI as a connector to legacy systems, we're also doing database to database connectors, and for newer systems we're using APIs. We eliminate a dependency factor and empowered IT to work with new technologies, so they're not dependent on us. But the business and IT partnership with any project, whether it's our solution or another, is the key to success. BEST MOMENTS ‘We want to be a ray of hope for the operations staff for back office.' ‘What makes us superior, from an industry point of view, is that we've innovated in this space for the last 10 years, we understand operations intimately.' ‘Once a signature is signed, our goal is to do one workflow in two weeks, not months or years, weeks.' ‘Where I've seen most anxiety in business and IT is in implementation, it can drain your team. Our goal is: If we can build our orchestration layer the right way you don't have to be so tense.' ABOUT THE GUESTS Bobbie Shrivastav is founder and managing principal of Solvrays. Previously, she was co-founder and CEO of Docsmore, where she introduced an interactive, workflow-driven document management solution to optimize operations. She then co-founded Benekiva, where, as COO, she spearheaded initiatives to improve efficiency and customer engagement in life insurance. She co-hosts the Insurance Sync podcast with Laurel Jordan, where they explore industry trends and innovations. She is co-author of the book series "Momentum: Makers and Builders" with Renu Ann Joseph. 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/
What happens when luxury design meets the wild?Award-winning designer, Graeme Labe, Managing Partner and Chief Design Officer at Luxury Frontiers, shares how he's redefining hospitality by crafting experiences that connect people deeply to nature, while championing sustainability and community. Graeme shares his journey from traditional hospitality design to founding Luxury Frontiers, which focuses on creating unique, luxurious experiences in remote locations. The conversation covers topics such as the importance of experiential hospitality, the challenges of working in remote environments, and the role of sustainability and community engagement in their projects. Graeme also discusses the innovation culture within his team, their participation in the Radical Innovation Award, and the significance of site-specific design.Takeaways: Focus on creating unique, immersive experiences that connect guests to their environment, rather than just providing traditional luxury.Design experiences that gently push guests out of their comfort zones, allowing them to grow while still feeling safe and cared for.Integrate sustainability into every aspect of your projects: from site selection and building materials to community engagement and ongoing operations.Foster a culture of innovation within your team. Set up internal labs or competitions to encourage experimentation with new materials and ideas.Use natural materials and let the surrounding environment take center stage in your designs. Break down barriers between indoors and outdoors to enhance biophilic experiences.Thoughtfully integrate technology to improve comfort and accessibility, but also create opportunities for guests to disconnect and fully immerse themselves in the experience.Treat logistical, regulatory, and environmental constraints as opportunities to innovate and improve your designs.Quote of the Show:“ It's those moments that take you out of your comfort zone, when you're truly immersed in a place, that change your life. That's the kind of experience we try to design for.” - Graeme LabeLinks:LinkedIn: https://www.linkedin.com/in/graeme-labe-a0332b19/ Website: https://www.luxury-frontiers.com/ Instagram: https://www.instagram.com/luxury_frontiers/ Shout Outs:1:16 - Radical Innovation https://www.radicalinnovation.io/ 1:53 - AHEAD Awards https://www.aheadawards.com/ 5:26 - The Lion King https://en.wikipedia.org/wiki/The_Lion_King 7:08 - Orient Express Hotels https://www.orient-express.com/hotels 9:47 - Volkswagen https://www.vw.com/en.html 9:48 - Coleman https://www.coleman.com/ 22:16 - Luca Franco https://www.linkedin.com/in/luca-franco-5507b311/ 28:18 - Blue Sky Award https://www.blueskyawards.com/en/ 30:41 - Anomien Smith https://www.linkedin.com/in/anomien-smith-73917715/ 35:02 - The Crown https://en.wikipedia.org/wiki/The_Crown_(TV_series) 35:05 - King George https://en.wikipedia.org/wiki/George_III 35:09 - Queen Elizabeth https://en.wikipedia.org/wiki/Elizabeth_II 41:34 - Hirsch Bedner https://hba.com/ 41:45 - Michael Bedner https://hba.com/legacy/ 50:59 - Six Senses https://www.sixsenses.com/en/ 51:04 - Ritz Carlton https://www.ritzcarlton.com/ 51:06 - Marriott https://www.marriott.com/default.mi 51:07 - Four Seasons https://www.fourseasons.com/
In this episode of Karma School of Business, Sean Mooney interviews Laurens Goff, Co-Founder and Managing Partner at Stone Goff Partners. Laurens shares insights from his path to private equity, the founding story of his firm, and how leveraging focus and visibility transforms lower-middle-market companies. Key points include: 1:05 - Laurens' journey: From early life in Providence to successfully navigating investment banking and private equity. 9:52 - Stone Goff's evolution: Lessons learned as an independent sponsor and the foundation of a committed capital fund. 19:41 - The scorecard for success: Why visibility, recurring revenue, and vertical ecosystem focus create winning business models. 25:57 - Enabling value creation: The TEOS framework (Talent, Experts, Outsourced Resources, Support) and collaborative growth strategies. 34:52 - Supporting portfolio companies: Stone Goff's management summits and thought leadership tools to foster executive collaboration. For more information on Stone Goff, go to https://www.stonegoff.com/ For more information on Laurens Goff, go to https://www.linkedin.com/in/laurens-goff-ba47714 For more information on BluWave and this podcast, go to https://www.bluwave.net/podcasts
Host Gary J. Ross talks with Chris Harvey, Managing Partner at Harvey Esquire and a prolific LinkedIn contributor, about three bipartisan bills pending in Congress that could reshape the VC ecosystem: the Equal Opportunity for All Investors Act (HR 3339), which would create an exam-based path to accredited investor status; the Improving Capital Allocation for Newcomers Act (HR 4431), which would raise Section 3(c)(1) fund limits to 500 investors and $50 million; and the Venture Capital Advisor Flexibility Act (HR 4429), which would increase the allowable percentage of secondaries and fund-of-funds investments for exempt reporting advisers.
Is there a better way to collaborate?What's the secret to good feedback? How do you manage 40 people in a room? Are group facilitators ever truly neutral? Should you tell your teammates their responsibilities, or have them tell you? What's a RACI chart? If collaboration is so important, why hasn't there been a book about it — until now?Emily Saich (Vice President of Exhibitions) and Joey Noelle Scott (Director of Exhibition Projects) from the Monterey Bay Aquarium discuss their new book “A Collaborative Approach to Exhibition Making” with host Jonathan Alger (Managing Partner, C&G Partners | The Exhibition and Experience Design Studio).Along the way: post-mortems, “Yes And,” and cardboard kelp cutouts.Talking Points:1. A book for creatives, facilitators, and problem-solvers2. Create responsibilities *with* collaborators3. Truly neutral facilitators are rare4. Healthy teams seek feedback5. Build trust with contractors6. Celebrate the workHow to Listen:Listen on Apple Podcasts:https://podcasts.apple.com/us/podcast/making-the-museum/id1674901311 Listen on Spotify:https://open.spotify.com/show/6oP4QJR7yxv7Rs7VqIpI1G Listen at Making the Museum, the Website:https://www.makingthemuseum.com/podcast Links to Every Podcast Service, via Transistor:https://makingthemuseum.transistor.fm/ Guest Bios:Emily Saich has more than twenty years of experience leading exhibition development, design, prototyping, and fabrication of exhibitions and innovative visitor experiences. She has worked on several award-winning and influential exhibitions and managed projects for all types of museums and organizations, including science centers, natural history museums, children's museums, public gardens, performing art centers, art museums, historic sites, zoos, and aquariums. Emily is vice president of Exhibitions at the Monterey Bay Aquarium, where she leads vision and strategy for major exhibitions and guides collaborative teams through design and creation of visitor-centered experiences. Emily holds a Bachelor of Arts in studio art from California Polytechnic University, Humboldt, and a Masters of Fine Arts from Tyler School of Art and Architecture at Temple University.Joey Noelle Scott is the director of Exhibition Projects at the Monterey Bay Aquarium where she leads teams that create innovative exhibitions that inspire conservation of the ocean. With 20 years of experience in educational and museum settings, she's led a diversity of projects, including the creation of curriculum, professional development programs, digital products, and exhibitions. She's built expertise in facilitation, program development, and project management with a particular focus on developing processes that support collaboration, creativity, and productivity. Her formal training includes a Bachelors of Science in genetics, an MA in education, and a certification as a Project Management Professional and LEED AP ID+C. About Making the Museum:Making the Museum is hosted (podcast) and written (newsletter) by Jonathan Alger. MtM is a project of C&G Partners | The Exhibition and Experience Design Studio.Learn more about the creative work of C&G Partners:https://www.cgpartnersllc.com/ Links for This Episode:How to Buy “A Collaborative Approach to Exhibition Making” (The New Book):https://www.bloomsbury.com/us/collaborative-approach-to-exhibition-making-9781538185261/ https://bookshop.org/p/books/a-collaborative-approach-to-exhibition-making-emily-saich/ee61b106aedc6e38?ean=9781538185261&next=t Emily Saich on LinkedIn:https://www.linkedin.com/in/emilysaich/ Joey Noelle Scott on LinkedIn: https://www.linkedin.com/in/joey-noelle-scott-6359aa12/ Links for Making the Museum, the Podcast:Contact Making the Museum:https://www.makingthemuseum.com/contact Host Jonathan Alger, Managing Partner of C&G Partners, on LinkedIn:https://www.linkedin.com/in/jonathanalger Email Jonathan Alger:alger@cgpartnersllc.com C&G Partners | The Exhibition and Experience Design Studio:https://www.cgpartnersllc.com/ Making the Museum, the Newsletter:Like the show? You might enjoy the newsletter. Making the Museum is also a free weekly professional development email for exhibition practitioners, museum leaders, and visitor experience professionals. (And newsletter subscribers are the first to hear about new episodes of this podcast.)Join hundreds of your peers with a one-minute read, three times a week. Invest in your career with a diverse, regular feed of planning and design insights, practical tips, and tested strategies — including thought-provoking approaches to technology, experience design, audience, budgeting, content, and project management.Subscribe to the newsletter:https://www.makingthemuseum.com/
Today on the Invest In Her podcast, host Catherine Gray talks with Fielding Jamieson, Co-founder and Managing Partner of Tipt Ventures. With a rich background in innovation across major media and tech companies like NBCUniversal, Comcast, and R/GA Ventures, Fielding brings her expertise in scaling startups and fostering sports and tech collaborations to the conversation. In this episode, Fielding shares how her work at the intersection of media, sports, and technology led to the creation of Tipt Ventures. She talks about the changing landscape of women in sports, the importance of inclusive investment, and how the industry is evolving to support female founders and leaders. Fielding also reflects on what it takes to drive innovation in such competitive spaces and the lessons learned from sourcing over 1,000 startups throughout her career. https://www.showherthemoneymovie.com www.sheangelinvestors.com Follow Us On Social Facebook @sheangelinvestors Twitter (X) @sheangelsinvest Instagram @sheangelinvestors & @catherinegray_investinher LinkedIn @catherinelgray & @sheangels #InvestInHer #FinancialWellness #WomenInFinance #FinancialEmpowerment #MoneyMindset #InclusiveFinance #FintechForGood #BehavioralEconomics #WealthBuilding #FinancialHealth #EmpowerWomen #MoneyMatters #SheAngelInvestors #InvestInYourself #FinancialFreedom
If you've ever wondered how much you can (or should) take from your business—or why your bank account doesn't always feel as full as your profits say it should—this episode is for you!Glenn Harper and Julie Smith tackle a classic challenge faced by business owners—how do you actually pay yourself as an entrepreneur? Drawing inspiration from a recent lively dinner debate, Glenn and Julie talk about the difference between taking a draw versus running payroll, why cash flow discipline is crucial in those early ramen-noodle days, and the surprising tax realities every entrepreneur needs to understand. From the myth that business owners can “just take out whatever they want” to the essential 50% savings rule, this episode delivers practical advice on managing your money, setting boundaries, and knowing when—and how much—you should pay yourself. Additionally, they'll discuss why having a trusted advisor is important and preview upcoming deep dives into business structures and tax strategy. This episode is brought to you by PureTax, LLC. Tax preparation services without the pressure. When all you need is to get your tax return done, take the stress out of tax season by working with a firm that has simplified the process and the pricing. Find out more about how we started.Key Takeaways from the Episode:1. Don't Chase the Shiny Object (a.k.a. All That Cash in Your Business Account). It's tempting to pay yourself whatever's in the bank, but Glenn reminds us: “The more money you take out… the less money you have for the bad times or to invest back in your company.” Start by leaving enough cash cushion in your business to weather tough times and fund growth.2. Start Small, Think Big. When your business is getting off the ground, think like you're back in college—keep expenses lean and take only what you truly need. As Glenn puts it, “Pretend like you're back in college, eating ramen noodles and you can't take any money out.” Let your business account grow before ramping up payouts.3. Draws, Payroll, and the 50% Rule. If you're a sole proprietor or single-member LLC, you'll usually take draws (withdrawals) instead of payroll at first. But as your income grows (think $80k+), it might be more tax-efficient to become an S corp and start using payroll.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial...
Thoma Bravo Co-Founder and Managing Partner Orlando Bravo speaks with Bloomberg’s Dani Burger about the future of private markets and the shakeout in private equity at the LAVCA Week Conference in New York.See omnystudio.com/listener for privacy information.
To learn more about The Six Pack Dad Tribe, go to www.thesixpackdadtribe.com
The DEC hosted "Healthcare Reimagined: CEO Insights on Healthcare & Medical Innovation" on Wednesday, October 1, at The Masonic. Robin Erb, Senior Health Reporter for Bridge Michigan, moderated a discussion featuring Tina Freese Decker, President and CEO of Corewell Health; Bob Riney, President and CEO of Henry Ford Health; and Eric Langshur, Founder and Managing Partner of Abundant Venture Partners. The conversation focused on current trends and innovations in the healthcare field.
The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset
Tyler Deveraux reveals why consistency beats intensity in multifamily real estate. Success comes from daily 15-minute actions: underwriting deals, calling brokers, following up. Show up every day. Win or learn. Build 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 Axxis Capital►Cyndi Maguire (@cyndigap), Real Estate Investor & Consultant at the Multifamily Mindset►Zach Rucker (@zachrucker), Underwriting Mentor at the Multifamily Mindset
34:36- Gen. Jack Keane, a retired 4-star general, the chairman of the Institute for the Study of War and Fox News Senior Strategic Analyst Topic: Remembering October 7th attacks, ongoing peace talks 50:01- Hogan Gidley, Former National Press Secretary for the Trump campaign, former White House Deputy Press Secretary, and a Newsmax contributor Topic: Ongoing government shutdown, latest from the Trump administration 1:00:06- Dr. Gabriella Scala, Vice Chair of the Young Adults Auxiliary of Columbus Citizens Foundation Topic: Italian American Heritage Month 1:24:49- Mike Davis, Founder of the Article III Project, Former Law Clerk for Justice Neil Gorsuch, and Former Chief Counsel for Nominations for the U.S. Senate Committee on the Judiciary Topic: New SCOTUS term 1:33:54- Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of Yrefy Topic: Latest from Yrefy 1:43:51- Alan Dershowitz, Harvard Law Professor Emeritus, host of "The DerShow," and the author of "The Ten Big Anti-Israel Lies: And How to Refute Them with Truth" and the new book "The Preventative State" Topic: Remembering the October 7th attacks, Illinois and Chicago suing the Trump administration 1:57:03- Pastor Corey Brooks, founder and Senior Pastor of New Beginnings Church of Chicago and founder and CEO of Project H.O.O.D. Communities Development CorporationTopic: The argument for the National Guard 2:03:25- Dr. Gil Lederman, Expert in Prostate Cancer and the host of "Radiosurgery New York with Dr. Gil Lederman" on AM 970 The Answer Topic: Remembering the October 7th attacksSee omnystudio.com/listener for privacy information.
This week, Patrick Perry, RVP of Member Success at DPL, talks with Joseph (Jody) Goss, Managing Partner and Private Wealth Advisor at William Joseph Capital Management. Jody shares about how partnering with DPL helps their clients better understand the value of annuities, delivers holistic planning solutions, and supports advisors in the transition to independence. He highlights how DPL provides the expertise, technology, and marketing materials needed to make the transition from broker-dealer to independence seamless. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.
On this ENCORE edition of "Follow to lead we'll be revisiting the communications mission of a Catholic school, which is often ignored or underutilized. We'll be joined by Kate Sell, Founder and Managing Partner of Mission Advancement Partners in a discussion on this vital aspect of our Educational mission. Today we will be focusing mostly on external communications, what needs to be said to families, friends and stakeholders through traditional means and the new avenues of social media. This will be an enlightening and vitally important program for leaders and educators, especially as our media appetite has changed significantly in recent years. You won't want to miss this program!
Shannon Rowbury is an accomplished elite U.S. track athlete and three-time Olympian. She is an Olympic bronze medalist, two-time World bronze medalist, World Record Holder in the distance medley relay, former American record holder in the 1,500 meter, 2 mile, and 5,000 meter races, and she has been ranked among the top ten female track athletes in the world for a decade. In addition, Shannon is a Managing Partner at West Strategy Group and co-founder and President of Imagining More, a non-profit organization that promotes arts and athletics for youth. She is also an Emmy-Award winning broadcaster, she's been an in-stadium announcer, and Track & Field analyst. In this episode, Shannon discusses her career, her commitment to clean sport, and her experiences surrounding the 2012 Olympic Games in London. After crossing the finish line in sixth place in that race, Shannon has now officially been recognized as the bronze medalist after multiple competitors were disqualified for doping.
We hit the road and sat down with Michael Swerdlow, founder and managing partner of The Swerdlow Group, in his Coconut Grove office.From his humble beginnings in the Bronx, where he hated school because it was too easy, to buying real estate in the 1970s with $0 of his own money, Michael's story is a masterclass in hustle and vision.He walks us through flipping apartment buildings, discovering the power of net leases, and becoming one of the first to sell them to pension funds. His deep understanding of leases led him to be the go-to guy to liquidate the assets of major bankrupt retailers, and forever changed how leaseholds were valued across the industry.Today, Swerdlow leads a $295M affordable housing project in Little River, continuing a career building for the working man.Light up a cigarette and buckle in, this one's a wild ride with one of Miami's real estate originals.Connect with usWant to dive deeper into Miami's commercial real estate scene? It's our favorite topic and we're always up for a good conversation. Whether you're just exploring or already making big moves, feel free to reach out at info@builtworldadvisors.com or give us a call at 305.498.9410. Prefer to connect online? Find us on LinkedIn or Instagram - we're always open to expanding the conversation. Ben Hoffman: LinkedIn Felipe Azenha: LinkedIn We extend our sincere gratitude to Büro coworking space for generously granting us the opportunity to record all our podcasts at any of their 8 convenient locations across South Florida.
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors.From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks.In this episode:– Why owning the S&P 500 alone exposes investors to hidden– The lessons from the 1970s inflation era and what they mean– How risk parity differs from traditional 60/40– The biggest misconceptions investors have about risk– Practical first steps investors can take to diversifyLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Diversification #RiskParity #Investing #Inflation #StockMarketStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show
Welcome back to EUVC Live at Malmö, where we bring you unfiltered conversations with the voices shaping Europe's venture ecosystem.In this episode, Rokas Pečiulaitis, Founder & Managing Partner at Contrarian Ventures, joins Andreas on stage to unpack one of the most fundamental questions in climate and deep tech: why the technology of today becomes the infrastructure of tomorrow.Rokas takes us from Rockefeller's Standard Oil to today's climate transition, explaining how every technological revolution ends in infrastructure and why venture capital must evolve to bridge the gap between innovation and deployment.From energy transitions and the rise of China's solar dominance to why investors must learn to fund the “missing middle” between venture and project finance, Rokas lays out a vision for Europe's climate future — and a roadmap for how to fund it.
Today's show features: Malik Hussain, General Manager at Bill Jacobs Jacob Zachs, CEO & Founder of Fasten Rewards James V Seale, Managing Partner at Grandbury Kia This episode is brought to you by: AppraisalPRO – Stop getting hammered on hidden trade-in costs. AppraisalPRO instantly reveals repair costs, alerts you to recently cleared codes, and integrates directly with vAuto— meaning diagnostic data populates automatically in your appraisals. Special deal for CDG listeners: FREE 1-week trial, then just $195/month with no setup fees and OBD2 scanners included. Visit getAppraisalPRO.com to get started. Fasten Rewards – Your Road To Rewards Starts Here. Earn points on every purchase and redeem for valuable perks. With Fasten Rewards, your everyday spending turns into real benefits. Learn more at fasten.cc Car Dealership Guy is back with our second annual NADA Party—happening in Las Vegas on Thursday, February 5th. It's the hottest ticket at NADA 2026. Spots are limited and unfortunately we can't invite everyone —so RSVP today at https://carguymedia.com/cdglive and we hope to see you in Vegas! — Check out Car Dealership Guy's stuff: CDG News ➤ https://news.dealershipguy.com/ CDG Jobs ➤ https://jobs.dealershipguy.com/ CDG Recruiting ➤ https://www.cdgrecruiting.com/ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
Episode Summary: In this episode of the Work at Home Rockstar Podcast, Tim chats with Dan Brisse, co-founder of Granite Towers Equity Group and former X Games gold medalist. Dan shares his inspiring journey from living on peanut butter and jelly sandwiches to becoming a top urban snowboarder and successful real estate investor. He opens up about the mindset shift that helped him transition from a high-risk, high-reward athletic career to building sustainable wealth through multifamily real estate. This episode is packed with wisdom on financial literacy, passive income, and the importance of long-term strategy. Who is Dan Brisse? Dan Brisse is the Co-Founder and Managing Partner at Granite Towers Equity Group. A former professional snowboarder and six-time X Games competitor, Dan transitioned from extreme sports to real estate investing after witnessing the financial struggles of peers in his industry. Now, he helps investors build multiple streams of passive income through multifamily apartment investments. Dan is also co-host of the "Keeping It Real-Estate" podcast and co-author of the book 4 Steps to Successful Passive Investing. Connect with Dan Brisse: Website: https://www.granitetowersequitygroup.com Free E-book: https://www.granitetowersequitygroup.com/free-e-book Instagram: https://www.instagram.com/danbrisse Facebook: https://www.facebook.com/danbrisse LinkedIn: https://www.linkedin.com/in/dan-brisse-442b791b8 Connect with Tim Melanson: Website: https://workathomerockstar.com Instagram: https://www.instagram.com/workathomerockstar Facebook: https://www.facebook.com/workathomerockstar LinkedIn: https://www.linkedin.com/in/timmelanson YouTube: https://www.youtube.com/@WorkAtHomeRockStarPodcast Twitter: https://twitter.com/workathomestar Timestamps: 00:28 – Dan's journey to professional snowboarding 04:27 – Transitioning from snowboarding to real estate 06:20 – Building financial literacy 11:55 – Learning from investment mistakes 22:51 – Buying quality assets and understanding depreciation 24:13 – The importance of passive income 25:55 – Building the right team 31:20 – Creating cash flow and overcoming fear 39:27 – The power of continuous improvement
In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Axel Ragnarsson, Founder and Managing Partner of Aligned Real Estate Partners. Axel began his entrepreneurial journey by flipping cars in college, which eventually led him to real estate. Over the years, he built a personal portfolio of multifamily properties before expanding into syndication and capital raising. His focus is on acquiring Class B and C value-add multifamily properties, primarily in New Hampshire, with an emphasis on building lasting relationships and structuring deals that align incentives between operators and investors. Jonathan and Axel discuss the differences between transactional and relationship-driven investing, the challenges of scaling from small multifamily projects to larger ones, and why patience and consistency matter more than chasing exponential growth. Axel also explains how direct-to-seller strategies in multifamily differ from single-family approaches, how sellers often value ease and trust as much as price, and why creative deal structures can open doors that brokered deals never could. Their conversation underscores the importance of transparency, credibility, and long-term thinking in both acquisitions and raising capital from investors. If you're interested in understanding how to grow a multifamily portfolio the right way —through relationships, alignment, and steady growth —this episode provides a roadmap for approaching real estate with integrity and strategy. In this episode, you will hear: Axel Ragnarsson's progression from flipping cars to building an 80–90 unit multifamily portfolio Why he shifted from small self-owned deals to capital raising and syndications The mindset shift required for effective direct-to-seller outreach How relationship-building trumps transactional deal-making in multifamily investing The role of patience in scaling sustainably instead of chasing door counts Ways creative deal structures help unlock financing and opportunity Why aligned incentives between investors and operators are critical for long-term success Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Aligned Real Estate Partners website - alignedrep.com Axel Ragnarsson's Instagram - www.instagram.com/multifamilywealth Connect with Axel on LinkedIn - www.linkedin.com/in/axelragnarsson Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
My guest on this episode is Alex Rawlings, the Founder and Managing Partner of Raw Selection, an executive search firm that specializes in finding talent for PE firms and their portfolio companies. He is also the host of an excellent show called The Private Equity Podcast, which I was fortunate enough to be a guest on. In this informative conversation, we covered: • The founding inspiration for Raw Selection; • The opportunity Alex saw to differentiate Raw Selection from other exec search firms; • The evolution of the talent recruitment industry that is focused on PE firms; • Common mistakes PE firms make when hiring execs for portfolio companies; and • How Raw Selection has developed an expertise in sourcing execs in the white hot HVAC space. To learn more, please visit Alex's LinkedIn page: https://www.linkedin.com/in/alexrawlings/ Also, here is the link to Alex's upcoming book: https://www.raw-selection.com/how-to-hire/
What if you could finally understand what it really takes to grow as a lawyer beyond just practicing law? In this first part of a special two-part Be That Lawyer Live, Steve Fretzin brings together Daniel Scola, Eido Walny, and Karl Seelbach for a candid conversation you won't hear anywhere else. You'll be pulled into their stories, their struggles, and the strategies that shaped their careers in ways most attorneys never talk about openly. As you listen, you'll discover how much of this applies directly to you, wherever you are in your own journey. This episode isn't just about hearing from successful lawyers — it's about helping you see what's possible for yourself. In this episode, Steve, Daniel, Eido, and Karl discuss:Challenges lawyers face in business development and rainmakingImportance of consistent habits and time management in client growthRole of personal passions, networking, and authentic connections in practice-buildingLessons learned from mistakes that shape long-term legal careers Key Takeaways:Many lawyers struggle with rainmaking because they aren't taught marketing skills, and mentorship or coaching is often the turning point in learning business development.Time-blocking, using a CRM, and accountability partners are crucial for keeping business development efforts consistent and measurable.Combining personal passions (like car restoration or music) with client relationships creates authentic connections that naturally lead to new business opportunities.Asking directly for business and following through on promises builds trust, while overpromising or relying on others' client relationships can backfire. "Not overpromising is a really important one for me… you've got to deliver what you say." — Daniel Scola "There are two things that this firm can never and no one can ever take away from you. That's your knowledge base and your contact base." — Eido Walny "Clients aren't going to remember every case you handle, but they're never going to forget how you make them feel." — Karl Seelbach Check out my new show, Be That Lawyer Coaches Corner, and get the strategies I use with my clients to win more business and love your career again.Thank you to our Sponsors!Rankings.io: https://rankings.io/Legalverse Media: https://legalversemedia.com/ Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/ About our Guests:Daniel Scola is the Managing Partner of Hoffmann & Baron, LLP, focusing on patents, trademarks, copyrights, and global IP protection [LinkedIn | Website].Eido Walny is the founder of Walny Legal Group, a nationally recognized estate planning and asset protection practice [LinkedIn | Website].Karl Seelbach is the Managing Partner of Doyle & Seelbach, specializing in personal injury defense and legal technology innovation [LinkedIn | Website]. Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911 Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
Jimmy White has always been able to see the end game. Whether that's on the golf course or when putting together a complex real estate deal. In this episode, he shares how golf prepared him for the highs and lows of business, why “the third time's the charm” pushed him to leave golf and dive into real estate, and how he's built a career on win-win deals that create lasting value for Chattanooga. Jimmy White is the President and Managing Partner of Urban Story Ventures. You can connect with him on LinkedIn (linkedin.com/in/jimmy-white-a2392b5). If you like this episode, we think you'll also like: Patrick Wells's Morning Cup (E61) Emily Mack's Morning Cup (E83) Dave Kinzler's Morning Cup (E102) My Morning Cup is hosted by Mike Costa of Costa Media Advisors and produced by SpeakEasy Productions. Subscribe to the weekly newsletter here and be the first to know who upcoming guests are!
In this episode of The Defiant Podcast, we sit down with Paul Veradittakit, Managing Partner at Pantera Capital, to discuss the explosive growth of Solana, the future of stablecoins, and the evolution of digital asset treasury companies. Paul shares insights on Pantera's $1.2 billion Solana fund, the role of institutional capital in this crypto cycle, and why he believes Solana is poised to outperform Bitcoin and Ethereum. Tune in for a look into the next wave of blockchain innovation, from payments to gaming and beyond.Chapters00:00 - Introduction to stablecoins as a practical store of value01:00 - Guest introduction: Paul Veradittakit of Pantera Capital01:37 - Pantera's $1.2 billion Solana fund: Why Solana?02:36 - Evolution of digital asset treasury companies04:13 - Pantera's bullish stance on Solana: Technology and adoption06:03 - Investment strategies for single-asset treasury companies08:30 - Managing Solana in Helios: Staking, DeFi, and M&A10:35 - Addressing Solana's decentralization and downtime concerns12:22 - Meme coins and their role in Solana's ecosystem18:18 - Stablecoins: A growing demand in Latin America20:01 - Future use cases for Solana: Payments, AI, and Deepin23:00 - The rise of specialized blockchains for vertical use cases26:17 - Stablecoins as a payments hub: Key players to watch28:14 - Altcoins' potential to outperform Bitcoin in this cycle33:15 - Crypto gaming: The underestimated vertical35:37 - Closing thoughts: Solana's future and Pantera's vision
Arthur Hayes & Tom Lee map the new crypto arms race—Hyperliquid vs Aster, Plasma's stablecoin rails, and ETH's DAT-fueled supercycle. 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. Live at Token2049 Singapore, we're joined by Arthur Hayes (Maelstrom) and Tom Lee (Bitmine) to map two battles shaping the next cycle: the Perp DEX war—Hyperliquid's moat vs. CZ-linked Aster, zero-fee experiments like Lighter, and whether ~$500M/year token unlocks can stay “bullish”—and the race to own stablecoin rails, from Tether-affiliated Plasma's zero-fee USDT chain to distribution plays like Tempo and Codex. We dig into DATs, mNAV compression, and Tom's “ETH supercycle,” plus prediction markets (Polymarket vs. Kalshi) crossing into the mainstream and a surprise Zcash revival. If crypto's future is being decided in trading venues and in money itself, this is where the battle lines get drawn. Show highlights
https://abundanceelected.com/about-us/https://www.axios.com/2025/09/03/democrats-abundance-movement-groupRealignment Newsletter: https://therealignment.substack.com/Realignment Bookshop: https://bookshop.org/shop/therealignmentEmail the Show: realignmentpod@gmail.comGiselle Hale, Managing Partner at the Abundance Network and former Mayor of Redwood City, CA, joins The Realignment. Marshall and Giselle discuss Abundance Network's newly announced Abundance Elected Network, a community of local elected officials in city and county government interested in abundance and state capacity. They discuss why the local government version of the abundance discourse is completely different than the national level, think tank and pundit debate, how local officials are operationalizing abundance ideas, and what an outcomes-centered politics could look like.
On this week's episode of Passive Income Playbook, Pascal Wagner interviews Peter Sack. They dig into why Chicago Atlantic targets underserved private credit niches, especially state-by-state cannabis lending where limited competition can mean first-lien structures at lower leverage with mid-teens to ~20% returns, plus classic lender protections. Peter explains how regulatory moats, disciplined underwriting, and downside focus beat “sexy” equity stories, and how potential legalization would likely trigger refinancings, prepayment fees, and warrant upside rather than harm. They also compare private funds to public options through Chicago Atlantic's BDC and mortgage REIT tickers, LIEN and REFI, and outline what LPs should evaluate in credit managers from lien position to non-accruals and third-party administration. Peter SackCurrent role: Managing Partner, Chicago AtlanticBased in: Miami, FloridaSay hi to them at: https://www.chicagoatlantic.com/ | LinkedIn | investors@chicagoatlantic.com This is a limited time offer, so head over to aspenfunds.us/bestever to download the investor deck—or grab their quick-start guide if you're brand new to oil and gas investing. Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices