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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:
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
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...
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.
About Harpaul Sambhi:Harpaul Sambhi is a serial entrepreneur and the founder of Magical, where he's building Agentic AI for healthcare to transform how people and systems interact in one of the world's most vital industries. Based in the San Francisco Bay Area, Harpaul combines a deep technical background with a passion for human-centered innovation. Before founding Magical in 2020, he built and sold Careerify to LinkedIn, where he later led product initiatives within LinkedIn Talent Solutions and Microsoft, helping shape the future of talent acquisition and HR technology.Alongside building companies, Harpaul has served as Entrepreneur in Residence at Bain Capital Ventures, Advisor at On Deck, and a Limited Partner in leading VC funds, including Bain Capital Ventures, iNovia Capital, and OnDeck. Earlier in his career, he authored Social HR (published by Thomson-Reuters) and lectured at the Schulich Executive Education Centre on innovation, technology, and the evolving workplace.At his core, Harpaul is guided by simple principles—striving to be a good human and a dedicated father, husband, son, brother, and friend—while working with great people to build great products that make a difference. A graduate of the University of Waterloo with a degree in electrical engineering, he continues to live by curiosity, humility, and the drive to create technology that serves people, not the other way around.About Doug Hires:Douglas Hires is a seasoned healthcare executive, consultant, and entrepreneur with over 35 years of leadership experience across the healthcare and information technology sectors. Based in Dallas, Texas, Douglas has built a distinguished career driving operational excellence, business transformation, and financial performance for some of the nation's leading healthcare organizations. His expertise spans providers, payers, government, and life sciences, and his track record includes accelerating growth, restructuring operations, and guiding organizations through strategic reinvention.Currently, Douglas serves as Executive Advisor at Magical, Managing Partner at JD Hires Advisory Group, and Founder & President of New World Wine Designs, where he combines his business acumen with his passion for fine wine and craftsmanship through bespoke wine cellar design and building. He also advises healthcare and sales organizations through roles with Healthcare IT Leaders and SalesSparx LLC, lending his strategic insight to help teams scale with precision and purpose.Previously, Douglas held multiple senior leadership roles at Optum, including Chief Operating Officer for OptumInsight Provider and COO of the Hospital Services Division, overseeing end-to-end revenue cycle operations for Dignity Health's 36 hospitals. His earlier career includes executive roles at Santa Rosa Consulting, 3M Health Information Systems, SoftMed Systems, and First Consulting Group, where he earned recognition as a respected thought leader and sought-after industry speaker.Things You'll Learn:Agentic AI surpasses automation by reasoning, adapting, and executing end-to-end workflows, thereby freeing healthcare workers from repetitive tasks.Healthcare organizations are already seeing results, such as doubling prior authorization volume while cutting staff needs and decision times in half.The shift from RPA to agentic AI mirrors the evolution from MapQuest to autonomous vehicles, smarter, smoother, and self-correcting.Successful AI adoption requires attention to change management and staff reallocation, not just technology deployment.Evaluating AI vendors using six key pillars (reasoning, adaptability, interoperability, agility, scalability, and fault tolerance) helps cut through the hype and identify real solutions.Resources:Connect with and follow Harpaul Sambhi on LinkedIn.Connect with and follow Doug Hires on LinkedIn.Follow Magical on LinkedIn.Visit Magical's website.
Send us a textAmanda DuBois was once told she was nothing more than a doctor's wife who should stop dabbling at the law. Instead of shrinking, she built one of Washington's longest standing women owned law firms, created a workplace that supports and mentors women, founded a nonprofit that has helped change more than twenty five state laws, and became an award winning author who writes about injustice in the legal system.In this episode, Amanda talks with Aggie and Cristy about confidence, self doubt, trauma informed leadership, and how she turned rejection into a thirty year career of purpose and impact. She shares the early challenges of entering a male dominated profession, why she chose to start her own firm, how visualization shaped her success, and the work she is doing today to support formerly incarcerated women and mothers.This conversation is powerful, honest, and encouraging for any woman who has ever been underestimated or told she could not do something.Show NotesIn this episode you will hear: • How a negative comment pushed Amanda to start her own law firm • What it was like to practice law in a male dominated industry in the 1990s • Why her nursing background influenced her trauma informed approach • How she built a mentorship model that supports young women attorneys • The story behind Civil Survival and how it has changed laws for justice impacted people • How she began writing legal thrillers and why she uses fiction to highlight real problems faced by women in prison • Her perspective on confidence, courage, and the limits women place on themselves • Why women need to support each other in business and funding • The advice she would give to any woman considering a career change or new ventureKey quotes: • “Be brave. Hold the vision. Believe in yourself.” • “Your craft is your product. Become excellent at it.” • “Empathy and transparency are strengths in leadership.”Resources: • DuBois Levias Law Group: www.duboislaw.net • Civil Survival: www.civilsurvival.org • Camille Delaney Mystery Series by Amanda DuBois • Amanda's YouTube channel The Ripple Haven: https://www.youtube.com/@AmandaDuBois206Guest Contact InformationAmanda DuBois Founder and Managing Partner, DuBois Levias Law Group Author, Camille Delaney Mystery SeriesLinkedIn: https://www.linkedin.com/in/amanda-dubois-2b46071 Instagram: https://www.instagram.com/amandadubois206 TikTok: https://www.tiktok.com/@amandadub--- Subscribe and ReviewIf you loved this episode, drop us a review, share it with a badass woman in your life, and subscribe to Badass Women in Business wherever you get your podcasts. Stay badass. Stay bold. Build it your way. Keep up with more content from Aggie and Cristy here: Facebook: Empowered Women Leaders Instagram: @badass_women_in_business LinkedIn: ProveHer - Badass Women in Business Website: Badasswomeninbusinesspodcast.com Athena: athenaac.com
Ariel Property Advisors, together with Cozen O'Connor, recently hosted State of the Brooklyn Real Estate Market: What's Ahead?—an exclusive commercial real estate trends conference and networking breakfast held on November 13. This discussion explored how Brooklyn's CRE market is evolving and the forces shaping the borough's future.The event opened with remarks from Shimon Shkury, President and Founder of Ariel Property Advisors, followed by a panel moderated by Sean R. Kelly, Esq., Partner at Ariel, and Kenneth K. Fisher, Esq., Member at Cozen O'Connor.The expert panel featured:Alyssa Zahler, Managing Director of Commercial Leasing, Two Trees Management Co.Sergey Rybak, Principal & Founder, Rybak DevelopmentIan Ross, Managing Partner & Founder, SomeraRoadLeon Goldenberg, CEO, Goldmont Realty
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.
Join Justin Forman in Lagos, Nigeria for an inspiring conversation with Adesuwa Okunbo Rhodes, founder and Managing Partner of Arura Capital. Adesuwa shares her journey from J.P. Morgan to building the first female-led private equity fund in Nigeria focused on female-founded, female-led, and female-focused businesses across Africa.Key Topics:Why Africa has the highest rate of female entrepreneurship globally (4x more than Europe) yet women receive only 2% of capitalHow Arura Capital's $20M Fund One delivered top-quartile returns above global benchmarks while creating 205,000 jobs and $150M in value chain revenueThe $150 billion capital gap facing African SMEs and the arbitrage opportunity in overlooked foundersDigital transformation as Africa's leapfrog strategy - from embedded finance to B2B commerce platforms serving 150,000 retailersWhy now is the best time to invest in Nigeria despite (and because of) recent policy reformsPowerful Quotes:"To live life where it's only about you is a very, very boring life, I think. You really wanna be able to showcase legacy. You really want to be able to showcase how has it impacted that woman who would have never had access to capital if we didn't show up.""Female founders actually generate more revenue than their male counterpart. For every dollar invested in a startup, a female founder returns 2.5 times more revenue than her male counterpart.""If you're an investor that's allocating capital, you can no longer afford to ignore or avoid the African continent, because this is really where the growth in the next 30 to 50 years is gonna come from."About Adesuwa: Adesuwa Okunbo Rhodes is the founder and Managing Partner of Arura Capital, a pioneering private equity fund investing in female-founded, female-led, and female-focused businesses across Africa. After a successful career at J.P. Morgan, she launched Arura in July 2019 to address the massive funding gap facing female entrepreneurs on the continent. Her Fund One raised $20M and has delivered top-quartile returns while creating measurable social impact across Nigeria, Ghana, and Côte d'Ivoire. Adesuwa was the first woman in Nigeria to raise over $10M for a private equity fund and is passionate about using capital redemptively to transform lives across Africa's value chains.
In this episode of Value-Based Care Insights, host Daniel J. Marino reflects on his experience at the Lead from Identity Summit, a transformative leadership conference hosted by Dr. Doug McKinley in Silverton, Colorado. Unlike traditional leadership events focused on strategies and communication tactics, this summit challenged participants to explore how their personal identity shapes their leadership style and response to challenges. Daniel, a summit participant, is joined by two fellow attendees—Michelle Williams, Senior Nursing Executive and Chief Nursing Officer, and Lucy Zielinski, Managing Partner at Lumina Health Partners and a member of the summit's planning team—to discuss key takeaways from the event. Together, they discuss how leading from identity fosters authenticity, resilience, and meaningful connections across healthcare teams—and how self-awareness and purpose-driven leadership can transform the way we lead and serve others. Want to learn more about leading from identity? Check out Dr. McKinley's podcast episode Leading from Identity with Jamie Winship
Episode 140 - Lead from Identity: Redefining Leadership in Healthcare On this episode Dan Marino reflects on his experience at the Lead from Identity Summit, a transformative leadership conference hosted by Dr. Doug McKinley in Silverton, Colorado. Unlike traditional leadership events focused on strategies and communication tactics, this summit challenged participants to explore how their personal identity shapes their leadership style and response to challenges. Dan, a summit participant, is joined by two fellow attendees—Michelle Williams, Senior Nursing Executive and Chief Nursing Officer, and Lucy Zielinski, Managing Partner at Lumina Health Partners and a member of the summit's planning team—to discuss key takeaways from the event. Together, they discuss how leading from identity fosters authenticity, resilience, and meaningful connections across healthcare teams—and how self-awareness and purpose-driven leadership can transform the way we lead and serve others. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen
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:
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
Send us a textOn the latest Stories to Create Podcast, Cornell Bunting sits down with Kimberly A. Carulli, Esq., Managing Partner at Three Palms Legal.Kimberly founded Three Palms Legal after relocating to Naples, Florida, with her husband and son—motivated by her deep commitment to offering families peace of mind through secure, thoughtful estate planning.As both an attorney and a mother, Kimberly saw firsthand the urgent need for young families to have comprehensive legal plans in place to protect their children and assets in the event of the unexpected. What began as a mission to serve young parents has grown into a full-service practice that guides clients of all ages through estate planning, asset protection, and legacy preservation.Kimberly is licensed to practice law in Florida, New York, and New Jersey, and is admitted before the United States Supreme Court; all Florida Federal District Courts (Northern, Middle, and Southern); the Federal District Court for the Southern District of New York; and the Federal District Court of New Jersey. She earned her undergraduate degree from Pace University in Manhattan and her Juris Doctor from New York Law School.Throughout her distinguished legal career, Kimberly has excelled as a nationwide litigator and has earned numerous accolades, including multiple Top Attorney, Top Female Attorney, Top Attorney of North America, Top American Trial Lawyer, and Super Lawyer awards. These honors reflect her expertise, dedication, and results-driven approach to client advocacy.Tune in as she shares her inspiring journey—from growing up in New Jersey to building a life and purpose-filled practice in Florida. Support the showThank you for tuning in with EHAS CLUB - Stories to Create Podcast
The latest edition of the “From the Fabricator” podcast is now live, and we go coast to coast with two tremendous guys. I start in Seattle with Joe Kaiser of Herzog Glass. Thoughtful and brilliant guy, and the chance to learn more about him and the world inside Herzog was fun. Plus more tidbits on glazing the Space Needle. Then to the East Coast in Pennsylvania with Michael Duncan of Viwinco Windows. I'm not super strong on that side of the industry, so it was an excellent opportunity to learn from a significant disruptor in that space. Michael also steps outside of the box and embraces technology and innovation- surely part of the reason for Vinwinco's success. Good stuff from both men - I'm thrilled they gave me the time. So please check it out! Thank you very much.This episode was sponsored by FHC- Frameless Hardware CompanyWhat if I told you that you could quote an entire entrance system in the same amount of time it took me to read this word from our sponsor?When one hears “
Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference This week's Weekend Show dives deep into the current phase of the metals bull market - exploring how investors should navigate the sharp rebounds in gold and silver and where to look next as copper and base metals build momentum. Segment 1 & 2 - We're joined by Matt Geiger, Managing Partner at MJG Capital, to unpack the precious-metals pullback and rebound - his base case is a multi-month consolidation within an intact bull market, with producers showing leverage and M&A accelerating. He discusses how MJG has trimmed precious-metals exposure, built cash, stayed overweight copper on looming supply deficits, and is favoring high-quality juniors and prospect generators. Click here to visit the MJG Capital website to learn more about Matt's fund Segment 3 & 4 - Wrapping up the show with Brien Lundin, editor of The Gold Newsletter and host of the New Orleans Investment Conference, discussing the strong turnout and investor optimism at this year's event, the continued undervaluation and upside potential in precious metals and energy stocks, the importance of identifying credible newsletter writers, and his insights on portfolio strategy and standout exploration plays in the current metals bull market. Click here to learn more about the New Orleans Investment Conference and access the conference recordings. If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.
Pour la MASTERCLASS "FinTech les fondamentaux", c'est ici : http://bit.ly/3KFu9ocEt si le métier de banquier d'affaires pouvait redevenir une aventure humaine ?Pour ce nouvel épisode de From Within, je reçois Jacques Ittah, Managing Partner de Wil Partners et fondateur de la Fondation Florence.Après un parcours singulier – du droit au conseil, de la banque à l'entrepreneuriat – Jacques partage une vision rare de son métier : celle d'un accompagnement profondément humain, où chaque deal est avant tout une rencontre.Au fil de la conversation, il évoque :la solitude des dirigeants et la valeur du regard extérieur d'une personne de confiance,la place de l'intuition, de l'instinct et de l'écoute dans un univers dominé par les chiffres,la naissance de la Fondation Florence, et son engagement pour l'égalité des chances auprès des étudiants boursiers,la culture de l'exemplarité avec la gratitude comme moteur de vie et de réussite, la conviction que l'impact durable naît de gestes simples, répétés avec constance.Une conversation profonde, empreinte de bienveillance et de clarté, où Jacques Ittah questionne la finalité de son métier, le sens du succès et la place de l'humain dans la finance — et où l'on découvre qu'au cœur des chiffres, reste avant tout une quête de sens et de lien.Liens utiles:Fondation Florence : https://www.fondationflorence.orgJacques Ittah: https://www.linkedin.com/in/jacques-ittah-369a2b43/ ***************************Cet épisode est produit et animé par Solenne Niedercorn, fondatrice de Finscale.Finscale, c'est bien plus qu'un podcast. C'est un écosystème qui connecte les acteurs clés du secteur financier à travers du Networking, du coaching et des partenariats.
The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset
Tyler challenges you to pursue a vision so big it scares you. Safe goals don't stretch you—scary ones force you to level up, ask for help, and become someone new. Stop managing. Start building.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
In this episode, FNO: InsureTech hosts Nic Sproul, managing partner at SP Partners, for a close look at bridging engineering with property claims innovation across the UK and Europe. Nic discusses his transition from a foundation in mechanical engineering and his formative years as an engineer with a leading US silicon chip firm, to building and advising businesses at the intersection of insurance and technology. The conversation explores how a mindset shaped by analytical rigor and operational experience advances property claims management, technology pilots, and collaborative initiatives within the sector. Key Highlights Nic details his professional journey, reflecting on how an engineering apprenticeship and experience with a Fremont-based US silicon chip company created a foundation for bringing a technical perspective to the property claims arena. Emphasis on a practical, analytical mindset as the throughline connecting Nic's work in technology and insurance. He highlights that identifying the right problems to address is key to adding value. Nic participates as an active collaborator with I Love Claims, the UK's largest claims-focused open forum, supporting peer engagement, industry exchange, and charitable initiatives. Insight into innovation projects, including Nic's advisory role with a team pitching what they believe to be Europe's first AI model for PFAS ("forever chemicals") risk at Lloyd's Lab, aimed at understanding emerging environmental liabilities. Discussion of how Optira's satellite data solutions are helping accelerate detection of property subsidence, reducing assessment periods from many months to a matter of weeks, and commentary on cost and adoption considerations. Reference to AI-powered risk modeling for perils such as subsidence and flood, citing experience with WeatherMind and the importance of working alongside scientists and data specialists. Nic's guidance for InsurTech founders: define your core problem with precision, ensure solutions demonstrate tangible ROI for insurers, and focus especially on efficient management of high-frequency, low-value claims.
On Mission Matters, Adam Torres interviews Richard McWhorter, Managing Partner & Private Wealth Advisor at SRM Private Wealth, on building fixed-income “floors” for athletes, entertainers, and ultra-HNW clients, assembling independent advisory teams, and navigating rates, tariffs, and inflation as year-end approaches. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Mission Matters, Adam Torres interviews Richard McWhorter, Managing Partner & Private Wealth Advisor at SRM Private Wealth, on building fixed-income “floors” for athletes, entertainers, and ultra-HNW clients, assembling independent advisory teams, and navigating rates, tariffs, and inflation as year-end approaches. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
On Episode 91 of Astonishing Healthcare, we dove into the Workplace Intelligence Forecast for 2026 - The 10 Trends Businesses Need to Focus On! Here at Judi Health, we obviously live in the health benefits world and generally focus on content revolving around the pharmaceutical supply chain (i.e., PBM), health tech, and the administration of employee benefits, more broadly... but there is A LOT more going on our there that impacts America's workforce. Our guest, Dan Schawbel, Managing Partner of Workplace Intelligence (links below), has been tracking and publishing research on workplace trends for well over 15 years, and he unpacks the forces shaping the future of work, today. Aside from rising healthcare costs, how are employers - and their benefits leaders - thinking about remote work vs. returning to the office (and the impact on working mothers), the use of AI and a widening skills gaps, and the shift from white-collar to blue-collar jobs? Dan paints a picture of a market where employer leverage has returned amidst hiring freezes and layoffs. This newer dynamic intensifies the pressure on benefits teams, who are on the front lines, grappling with the complexities of GLP-1 drug coverage, and the critical need for mental health support, for example. Other highlights of the discussion include:AI is widening the skills gap, and many companies are failing to provide adequate training, leaving employees feeling unprepared; this is fundamentally reshaping learning and development needs for 2026.The era of the "Great Resignation" is over - employers now have leverage, driving return-to-office mandates and changing the power dynamic.Amidst rising costs, a comprehensive and affordable healthcare plan has become a powerful tool for employers - sometimes valued even more than a salary increase.Unsustainable healthcare cost increases are reaching a boiling point. Dan predicts 2026 will be the year the system either breaks or fundamentally changes, driven by extreme cost pressures on both employers and employees.The gap between what the C-suite thinks about AI and what the workforce says is extraordinarily wide: "We found that 96% of the C-suite expect AI to boost worker productivity... But when we asked employees, 77% of them say that AI has increased their workload. So it's done the exact opposite."Additional Resources/LinksConnect with Dan Schawbel on LinkedInWorkplace Intelligence Weekly (Free Newsletter - LinkedIn)Join Dan Schawbel and Claude Silver, Chief Heart Officer at VaynerX and author of Be Yourself At Work, for an exclusive webinar to look at the Workplace Trends 2026 Forecast: Click Here to RegisterRelated ContentAH072 - The Benefits You Probably Didn't Know You Have, with Marsha PerryReplay - Strategic Well-Being: Rethinking Health Benefits to Empower Employees and Drive ImpactAH086 - Balancing Technology and a Human Touch in Member Service, with Lisa Ellerhorst and Sonia PettisHealth Benefits 101: The Importance of a Transparent PBM ModelFor more content and information about this episode, including the show notes and transcript, please visit Judi Health - Insights.
Yanev Suissa, Managing Partner and Founder at SineWave Ventures, discusses changes in Venture Capital and his firm's investment thesis.
In this KE Report Daily Editorial, we chat with Marc Chandler, Managing Partner at Bannockburn Global Forex and Editor of Marc to Market, about shifting global monetary policies, currency trends, and the ongoing dominance of the AI trade in shaping market sentiment. Key Discussion Highlights: Fed and BoE Divergence: Markets cut odds of a Fed rate cut in December, while expecting the Bank of England to ease after weak U.K. data. Currency Moves: Dollar Index steadies near 99; Sterling holds firm despite growth worries. BOJ and Yen: Bank of Japan unlikely to hike soon; yen nears 155 per USD, raising chances of intervention. AI Market Hype: Mark compares today's AI boom to the dot-com era, warning of overbuild and excess capacity. Beyond Tech: Notes weakness in rare earths, but ongoing opportunity in Bombardier and regional transport. Overall, global markets remain range-bound as traders await clearer signals from central banks and tech leaders. Click here to visit Marc's site - Marc To Market - https://www.marctomarket.com/ --------------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.
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/
Hour 3 for 11/13/25 Drew and Bruce Lachenauer, the Founder and Managing Partner of the Gaudium Group, discuss AI and the job market (1:00). Topics: will AI replace work? (10:17), UBI (15:01), AI and robotics (18:44), who controls AI? (25:09), low income workers (27:46), morality (33:03), will trades be needed? (42:49), job transition (44:32), and discouragement (47:09). Link: https://www.thegaudiumgroup.com/
Congresswoman Nicole Malliotakis, Representative for New York's 11th Congressional DistrictTopic: End of the government shutdown Drilon Selimaj, Owner and Operator of W12 GarageTopic: Celebrating Yonkers Steve Forbes, Chairman and Editor-in-Chief at Forbes Media & the co-author of "Inflation: What It Is, Why It's Bad, and How to Fix It"Topic: Economic impact of the end of the government shutdown, last penny stamped by the U.S. mint Kyle Bailey, Aviation analyst, pilot, and former FAA Safety Team representativeTopic: End of the government shutdown and how this will impact airlines Laine Schoneberger, Chief Investment Officer, Managing Partner, and Founder of YrefyTopic: Latest from Yrefy Gordon Chang, Asia expert, columnist and author of "China is Going to War"Topic: China moving into Venezuela, bridge collapse Rob Chadwick, Retired FBI Supervisory Special Agent and Former Director of Tactical Training in Quantico and the Head of Personal and Public Safety for the United States Concealed Carry Association (USCCA)Topic: Concealed Carry permits hitting record highs in New York CitySee omnystudio.com/listener for privacy information.
The ability to repair anything always starts with accurately identifying the problem. Once identified, a plan for repair and restoration can begin. How can workplace education help to repair a nation? In this episode, Linda interviews Eric M. Johnson, President & Managing Partner at Arnold Motor Supply. They discuss his commitment to internal and external advocacy regarding the impact of public policy on paychecks and why he believes it is essential to repairing our nation and preserving freedom. He shares specific examples and recommendations for employers, such as using our Breakroom Economics® course, providing optional resources for employee self-education and advocacy, and aligning with industry partners to impact elected officials. Eric also detailed the need to discuss with employees any industry-specific policy proposals, such as the Right to Repair Act, which will greatly impact vehicle owners and the automotive repair industry. This episode provides relevant information for any employer, employee, or citizen who wants to protect the right to repair a vehicle, a business, or a nation. ©Copyright 2025, Prosperity 101, LLC __________________________________________________________ For information about our online course and other resources visit: https://prosperity101.com To order a copy of Prosperity 101 – Job Security Through Business Prosperity® by Linda J. Hansen, click here: https://prosperity101.com/products/ Become a Prosperity Partner: https://prosperity101.com/partner-contribution/ If you would like to be an episode sponsor, please contact us directly at https://prosperity101.com. You can also support this podcast by engaging with our Strategic Partners using the promo codes listed below. Be free to work and free to hire by joining RedBalloon, America's #1 non-woke job board and talent connector. Use Promo Code P101 or go to RedBalloon.work/p101 to join Red Balloon and support Prosperity 101®. Connect with other Kingdom minded business owners by joining the US Christian Chamber of Commerce. Support both organizations by mentioning Prosperity 101, LLC or using code P101 to join. https://uschristianchamber.com Mother Nature's Trading Company®, providing natural products for your health, all Powered by Cranology®. Use this link to explore Buy One Get One Free product options and special discounts: https://mntc.shop/prosperity101/ Unite for impact by joining Christian Employers Alliance at www.ChristianEmployersAlliance.org and use Promo Code P101. Support Pro-Life Payments and help save babies with every swipe. Visit www.prolifepayments.com/life/p101 for more information. Maximize your podcast by contacting Podcast Town. Contact them today: https://podcasttown.zohothrive.com/affiliateportal/podcasttown/login Check out VAUSA, America's choice for virtual assistants- https://hirevausa.com/connect" Thank you to all our guests, listeners, Prosperity Partners, and Strategic Partners. You are appreciated! The opinions expressed by guests on this podcast do not necessarily represent those held or promoted by Linda J. Hansen or Prosperity 101, LLC.
Could your daily frustrations actually be pointing you toward your next purpose?Dr. Matt Jones shares his remarkable journey through what he calls a "triple transition"—moving his family from Chicago to Denver, leaving his medical career, and launching towlos, a peer-to-peer trailer sharing marketplace. His parents taught him not to feel boxed in by expectations. That courage serves him still. Matt reveals the power of a "frustration journal" that transforms daily annoyances into entrepreneurial opportunities. "Difficulty doesn't mean bad," he reminds us. His story challenges the belief that life must always go "up and to the right," showing how curiosity and authenticity can lead to unexpected fulfillment.Dr. Matt Jones is a former orthopedic surgeon turned entrepreneur and founder of towlos, a peer-to-peer trailer sharing marketplace connecting trailer owners with renters across the U.S. After completing his residency at the University of Arizona and sports medicine fellowship at UCLA, he practiced orthopedic surgery for a decade in Indiana and Chicago. In 2021, Matt made the bold pivot from medicine to full-time entrepreneurship. Since 2023, he's also served as Managing Partner at AJM Development. He lives in Denver with his wife and three children, where they enjoy the Rocky Mountains and active outdoor adventures.About The Show: The Life in Transition, hosted by Art Blanchford focuses on making the most of the changes we're given every week. Art has been through hundreds of transitions in his life. Many have been difficult, but all have led to a depth and richness he could never have imagined. On the podcast Art explores how to create more love and joy in life, no matter what transitions we go through. Art is married to his lifelong partner, a proud father of three and a long-time adventurer and global business executive. He is the founder and leader of the Midlife Transition Mastery Community. Learn more about the MLTM Community here: www.lifeintransition.online.In This Episode: (00:00) Introduction and Opening(05:11) The Triple Transition of 2022(15:29) Introducing towlos: A Trailer Marketplace(20:31) The Five-Year Decision to Leave Medicine(27:10) Midlife Transition Mastery Ad(30:37) Why He Left: Burnout and the Healthcare System(41:15) Transition Mastery Coaching Ad(50:50) Finding Support and Resources to Transition(1:00:26) Staying Curious and Not Feeling Boxed In(1:04:56) The Frustration Journal Tool(1:08:43) Closing and How to ConnectLike, subscribe, and send us your comments and feedback.Resources:Email: matt@towlos.comCompany Website: towlos.com (peer-to-peer trailer sharing marketplace)LinkedIn: https://www.linkedin.com/in/matthew-d-jones-11b34372/Email Art BlanchfordLife in Transition WebsiteLife in Transition on IGLife in Transition on FBJoin Our Community: https://www.lifeintransition.online/My new book PURPOSEFUL LIVING is out now. Order it now: https://www.amazon.com/PURPOSEFUL-LIVING-Wisdom-Coming-Complex/dp/1963913922Explore our website https://lifeintransitionpodcast.com/ for more in-depth information and resources, and to download the 8-step guide to mastering mid-life transitions.The views and opinions expressed on the Life In Transition podcast are solely those of the author and guests and should not be attributed to any other individual or entity. This podcast is an independent production of Life In Transition Podcast, and the podcast production is an original work of the author. All rights of ownership and reproduction are retained—copyright 2025.
Todd VanderStelt is the Co-founder of MixShift, a firm that helps Amazon agencies, aggregators, and brands scale operations and reporting for their Amazon accounts. He is also the Managing Partner at Dash Applications, which delivers software to improve operations and sales for retailers and brands, and the Founder of TidalBore Group, a management consulting firm specializing in retail. Previously, Todd held leadership roles at Amazon, where he built forecasting tools and operational systems. Sam Hager is the Co-founder and CEO of MixShift. He began his career in the Amazon space, managing multimillion-dollar business books across advertising and agency services. Before MixShift, Sam was the Marketplace Strategist and Amazon Advertising Manager at Booyah Advertising. In this episode… Forecasting in the Amazon ecosystem is one of the most frustrating challenges for brands and agencies. With so many shifting variables — from ad spend to competition to inventory fluctuations — how can companies predict sales and plan budgets without wasting resources or missing opportunities? Amazon forecasting and automation veteran Todd VanderStelt and eCommerce strategist Sam Hager have developed a forecasting method for Amazon brands. They emphasize simplifying forecasting through a top-down model that uses a few key data inputs — ad spend, seasonality, and organic growth — to generate highly accurate predictions. Sam and Todd advise building forecasting tools that align teams around data, tie budgets directly to performance, and factor in real-world contexts, like promotions or unexpected press coverage, to make informed decisions. In this episode of The Digital Deep Dive, Aaron Conant talks with Todd VanderStelt and Sam Hager, Co-founders of MixShift, about building accurate and actionable Amazon forecasting models. Together, they explain why top-down forecasting outperforms traditional methods, how linking ad spend to revenue improves planning, and the future innovations transforming eCommerce analytics.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tadd Wessel, Managing Partner, Petrichor Capital, a New York-based investment firm which invests in health care managers and businesses to drive scientific and medical innovation. Tadd, formerly with OrbiMed Advisors and Fortress Investment Group, shares his outlook for growth capital investing in health care, including the greatest opportunities, challenges and more. ✨ What you'll learn:
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:
Join us on the latest episode, hosted by Jared S. Taylor!Our Guests: Kenneth Young, CEO at Medecision and Mike Green, Managing Partner at Excell Healthcare Advisors.What you'll get out of this episode:Strategic Union for Scalable Impact: Medecision's acquisition of Excell aims to merge technology and consulting to unlock ROI and operational change.Data Quality as the Foundation: Leaders emphasize that without clean, integrated data, AI initiatives risk failure.Enabling Clinicians to Work Top of License: AI is used to minimize administrative burden and maximize patient-focused care.AI with Purpose, Not Hype: Real-world applications, not buzzwords, are driving conversations about AI's role in healthcare transformation.Rehumanizing Healthcare: Combining AI, data, and clinical insight to ensure the right care is delivered at the right time.To learn more about:Medecision Website https://www.medecision.com/ Medecision Linkedin https://www.linkedin.com/company/medecision/ Excell Healthcare Advisors Website https://www.excellha.com/ Excell Healthcare Advisors Linkedin https://www.linkedin.com/company/excellhealthcareadvisors/ Our sponsors for this episode are:Sage Growth Partners https://www.sage-growth.com/Quantum Health https://www.quantum-health.com/Show and Host's Socials:Slice of HealthcareLinkedIn: https://www.linkedin.com/company/sliceofhealthcare/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/WHAT IS SLICE OF HEALTHCARE?The go-to site for digital health executive/provider interviews, technology updates, and industry news. Listed to in 65+ countries.
Origins - A podcast about Limited Partners, created by Notation Capital
Kyle Samani is the Founder and Managing Partner of Multicoin Capital, a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies reshaping trillion-dollar markets. He joins Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, to discuss the philosophies that underpin Multicoin's investment strategies. He also unpacks how blockchain technologies are already reshaping global finance away from legacy systems and towards embedded trading platforms that will sit within traditional messaging and media platforms.Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partnersLearn more about OpenLP: https://openlp.vcLearn more about Asylum Ventures: https://asylum.vcLearn more about Multicoin: https://multicoin.capitalJerry Neumann's post on markets v. innovation: https://reactionwheel.net/2025/07/a-look-at-growthFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcCHAPTERS:0:00 Welcome to Origins2:43 The Origin Story of Multicoin7:07 Financially Long & Intellectually Short Bitcoin8:53 What Is an Internet Capital Market?19:18 What Happens to Banks?21:14 What Did You See In Solana?30:22 The Rise of DATs36:40 Did Web3.0 Live Up To Its Promise?
On Mission Matters, Adam Torres interviews Lu Zhang, Founder & Managing Partner at Fusion Fund, about evaluating early-stage founders, why vertical AI in healthcare and industrial automation are accelerating, and how space-tech is opening a new frontier for deep-tech entrepreneurs. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode, we speak with Jeffrey Stevenson, Managing Partner of VSS Capital Partners, a private investment firm that invests in healthcare, business services, and education companies. Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to facilitate their next stage of growth. With approximately $4 billion in committed capital across eight funds, VSS has completed over 100 platform investments and more than 600 add-on acquisitions. Jeffrey has overall responsibility for the management of the firm and each of its funds. He joined VSS in 1982, shortly after its formation, and founded its private equity business in 1987. He currently serves as Chairman of the Investment Committee and has been a board member of over 31 portfolio companies. VSS was recently recognized by GrowthCap as a Top Private Equity Firm of 2025. Jeffrey supports The Center for Discovery. To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
Hear inspiration on fostering positivity, building contagious energy, and empowering both yourself and those around you!Welcome to another uplifting episode of Empowering Entrepreneurs! In today's conversation, Glenn Harper and Julie Smith talk about the transformative power of gratitude—especially for entrepreneurs. With Thanksgiving just around the corner, our hosts explore how shifting your mindset from “I have to” to “I get to” can completely change your outlook on both business and life. They share personal stories, practical advice on daily gratitude practices, and a reminder to pause, reflect, and celebrate all that you've achieved this year. Plus, there's a little talk of football, feasting, and embracing those well-deserved moments of rest.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.Some key takeaways from our conversation:Shift Your Perspective: Swap the “I have to” mindset for “I get to.” Viewing daily tasks as opportunities rather than obligations transforms both your mood and your leadership energy.Pause and Reflect: Taking intentional time (even on Thanksgiving!) to rest, veg out, and reflect helps you appreciate how far you've come—and what's to come in the year ahead.Contagious Positivity: Positive energy rooted in gratitude is infectious. It improves your day, uplifts your team, and attracts others to you—personally and professionally.Running a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us. Schedule a consultation with us today.Download our free guide - Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account.Glenn Harper, CPA, is the Owner and Managing Partner of Harper & Company CPAs Plus, a top 10 Managing Partner in the country (Accounting Today's 2022 MP Elite). His firm won the 2021 Luca Award for Firm of the Year. An entrepreneur and speaker, Glenn transformed his firm into an advisory-focused practice, doubling revenue and profit in two years. He teaches entrepreneurs to build financial and operational excellence, speaks nationwide to CPA firm owners about running their businesses like entrepreneurs, and consults with firms across the country. Glenn enjoys golfing, fishing, hiking, cooking, and spending time with his family.Julie Smith, MBA, is a serial entrepreneur in the public accounting space. She is the Founder of EmpowerCPA™, Founder of PureTax, LLC, COO for Harper & Company CPAs Plus, and Co-host of the Empowering Entrepreneurs podcast. Named CPA.com's 2021 Innovative Practitioner of Year, Julie led Harper & Company's transition to an advisory-focused firm, doubling revenue and...
This week, Jeff Clark, former Forrester Research Director, and our host Ian Truscott, Managing Partner at Velocity B, discuss creating a joined up sales and marketing team - The Revenue Department - and if we can use the ART (Awareness, Revenue and Trust) framework and their 5 F'in' Marketing Fundamentals to guide that process. As always, we welcome your feedback. If you have a suggestion for a topic that's hot for you that we should discuss, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn Jeff Clark on LinkedIn Mentioned this week: The Revenue Department - on Ian's blog Creating ART - on Ian's website Rockstar CMO Presents: The 5 F'in' Marketing Fundamentals 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 Marcus Miller-Come Together 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
The Cybersecurity VC Report tracks venture capital deal flow is updated daily by the editors at Cybersecurity Ventures: https://cybersecurityventures.com/cybersecurity-venture-capital-vc-deals/ The VC Report is sponsored by Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. https://evolutionequity.com/ In this episode, Richard Seewald, Founder and Managing Partner at Evolution Equity Partners, shares his expert opinion on the cybersecurity market and investing climate in our industry.
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 Stefani Schwartz, a Managing Partner at the Hatfield Schwartz Law Group Host: Patrick Smith Guest: Stefani Schwartz Producer: Charles Garnar
Fresh out of the studio, Arnaud Frade, Managing Partner at Mesh Advisory and author of the upcoming book The Sentient Startup, joins us to explore how AI is fundamentally transforming entrepreneurship through the radical concept of AI as a true co-founder rather than merely a tool. He distinguishes between startups that are merely "AI-onboard" versus true sentient startups where AI operates as part of how the business is run, and introducing the concept of Machine Resources (MR) as a new organizational function alongside Human Resources to manage evolving AI models and maintain knowledge integrity. He emphasizes the co-intelligence model over the sterile human-versus-machine debate, highlighting how the 95% AI project failure rate stems from organizational issues rather than technology problems—a reality perfectly captured by the Banani framework (Brittle, Anxious, Non-linear, Incomprehensible) that explains why companies struggle with AI readiness. Closing the conversation, Arnaud shares what great looks like for The Sentient Startup: being part of the essential conversation about AI governance, accessibility across income levels, child safety, and building better regulations."The entire debate on human versus machine is extremely in a way sterile because it very quickly veers towards the science fiction, the movies, the images we have, and it forgets the point about what can we gain. but what can we gain in the context of having accountability and integrity with it? I think this is where the debate becomes more complex. So for me that's the bigger point is this is not about having less people. It's about having people doing better things and using their talent to really scale what they can do in that model of co-intelligence. " - Arnaud FradeEpisode Highlights:[00:00] Quote of the Day by Arnaud Frade[01:00] Introduction: Arnaud Frade [02:49] Arnaud's career journey [05:27] Advice: stick to values and volunteer for opportunities [07:21] Arnaud's story on his first book about algorithmic marketing [09::32] Sam Altman's solopreneur unicorn comment was the epiphany [10:04] Sentient startup: AI as co-founder, enhanced by co-intelligence [12:15] AI onboard versus AI as true co-founder distinction[16:45] Barriers to entry reducing with AI and agentic models[23:40] MIT report: 95% of AI pilots fail organizationally[28:15] Need overlay systems for effective agentic AI[30:45] Culture: retain humanity when engaging with AI[36:10] Governance frameworks for AI decision-making transparency [40:10] Banani framework: brittle, anxious, non-linear, incomprehensible[42:16] Co-intelligence model versus human versus machine debate[43:19] Goal: be part of the conversation on AI[44:15] Focus on regulations, access equity, and child safety[45:00] ClosingProfile: Arnaud Frade, author of "The Sentient Startup" which will launch on May 19, 2026 via Penguin Random House. Register at thesentientstartup.com for community updatesLinkedIn Profile: https://www.linkedin.com/in/arnaudfrade
On Mission Matters, Adam Torres interviews Lu Zhang, Founder & Managing Partner at Fusion Fund, about evaluating early-stage founders, why vertical AI in healthcare and industrial automation are accelerating, and how space-tech is opening a new frontier for deep-tech entrepreneurs. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jessica Pride, Co-Founder, is a sexual assault attorney and Managing Partner of The Pride Law Firm with over 20 years advocating for survivors of child sexual abuse, sexual assault, and workplace harassment. She has been named Consumer Advocate of the Year and secured the largest settlement in U.S. history for incarcerated survivors—$117 million. Verna Griffin-Tabor, Co-Founder, has over 40 years of experience addressing sexual assault and relationship violence, serving as CEO of Center for Community Solutions from 1998 to 2023. Under her leadership, CCS achieved numerous milestones, including founding the nation's first women's center, operating California's first temporary restraining order clinic, and running San Diego's only rape crisis center.In This EpisodeSirona Healing CenterSirona on IGBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-trauma-therapist--5739761/support.You can learn more about what I do here:The Trauma Therapist Newsletter: celebrates the people and voices in the mental health profession. And it's free! Check it out here: https://bit.ly/4jGBeSa———If you'd like to support The Trauma Therapist Podcast and the work I do you can do that here with a monthly donation of $5, $7, or $10: Donate to The Trauma Therapist Podcast.Click here to join my email list and receive podcast updates and other news.Thank you to our Sponsors:Incogni - Use code [traumatherapist] and get 60% off annual plans: https://incogni.com/traumatherapistJane App - use code GUY1MO at https://jane.app/book_a_demoJourney Clinical - visit https://join.journeyclinical/trauma for 1 month off your membershipTherapy Wisdom - https://therapywisdom.com/jan/
The Growthcast with Dallas Pruitt | Presented by The Multifamily Mindset
In this episode, Tyler Devereaux and Clint Orr from iProtect Insurance discuss multifamily insurance strategies, common investor mistakes, wealth protection tactics, and why specialized coverage trumps chasing the cheapest rates.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
Hospitality meets purpose in Lantern Columbia, a stunning adaptive reuse project turning a historic firehouse into a boutique hotel that celebrates inclusion and community. In this episode, Glenn Haussman and Anthony Melchiorri talk with David Tart, Managing Partner at Raines Company, about how the Lantern will partner with the University of South Carolina's Carolina LIFE program to employ individuals with intellectual disabilities and create a model for inclusive hospitality. From design and construction to culture and mission, David explains how hotels like Lantern Columbia show that doing good and doing well aren't mutually exclusive — they're connected. What we cover
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Join Bronson today for an episode with Denis Shapiro, author of The Alternative Investment Almanac and Managing Partner of SIH Capital Group. Denis dives into his evolution from government work to real estate syndication, spotlighting niches like LIHTC affordable housing and Jersey Shore boutique hotels. Explore market timing for 2025 acquisitions, contrarian strategies amid cooling multifamily sentiment, and offbeat personal plays like litigation finance—all geared toward passive investors chasing cash flow, appreciation, and tax perks.Unpack why niches beat broad plays, how lower LTVs and refi-friendly loans create windfalls, and tips for vetting operators while balancing life stability.TIMESTAMPS0:41 — Guest Intro: Denis Shapiro1:23 — From Government to Investing: Early Days & Syndication Pivot3:46 — Progression: LP to JV to Operator7:14 — Re-Engaging the Entrepreneur Bug in Real Estate7:56 — What Makes a Great Operator: Stability, Time, & Team Structure10:17 — Vetting Operators as a Passive Investor11:03 — Shift to Affordable Housing & Hospitality12:45 — LIHTC Properties: Low-Income Tax Credits Explained14:28 — Niches Like Tax Abatements & Grants15:39 — Riches in the Niches: Learning Curve in Affordable Housing16:37 — Hospitality Opportunities: Jersey Shore Turnarounds17:55 — Boutique Hotels: Location Over Room Count19:02 — Seller-Financed Deals & Family Legacies20:25 — Contrarian Investing: Greedy When Others Are Fearful21:28 — 2025 Outlook: Lower Rates, Better Pipelines23:48 — Loan Structures: 3-2-1 Prepayments & Refi Goldilocks25:27 — Low LTVs: Margin of Safety for LPs27:17 — Ideal Setup for Multifamily Windfalls28:11 — Exciting Side Plays: Turnkey Multis & Litigation Finance30:08 — Personal Investments: Sports Ownership & Marinas32:07 — Where to Follow DenisBook: "The Alternative Investment Almanac by Denis Shapiro"Email: Denis@SIHCapitalGroup.comWebsite: https://sihcapitalgroup.com/X: https://x.com/sihcapital?lang=enInstagram: https://www.instagram.com/sihcapitalgroup/?hl=enLinkedin: https://www.linkedin.com/in/denisshapiro#AlternativeInvesting#AffordableHousing#HospitalityRealEstate#RealEstateSyndication#LIHTC#ContrarianInvesting#PassiveIncome
How can estate managers make a positivie impact on family dynamics and well-being for the families they support?In this episode of the Easemakers Podcast, we talk about generational well-being, family dynamics, and continuity with the team from RayLign. Greg Rogers founded RayLign 20 years ago to bring alignment and support services to families across generations. For this conversation, he's joined by Molly Grunner, who brings an estate management background to the RayLign team. Tune in to hear tips for building strong relationships with principals, anticipating what's around the corner, and creating redundancy and structure for long-term success and stability.Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
Despite its initial trajectory, ecommerce has plateaued at 16% of total retail sales. Concurrently, the cost of land, borrowing, and construction has made it prohibitive to build new retail centers. As a result, occupancy levels at existing properties are in the mid-high 90's, and sometimes even 100%. There's a huge demand for space from restaurants, beauty salons, yoga and pilates studios, gyms, massage clinics, plus other medical providers like dentists and chiropractors. Cyndi Peach, Managing Partner of Nexphase Venture Partners, has had successful exits of strip centers over the past decade and continues to build her portfolio.
When it comes to improving warehouse performance, Chris Hamley, Managing Partner of The Brecham Group, believes in keeping things simple: make operations suck less. In this episode of The New Warehouse Podcast, Kevin chats with both Chris Hamley and Pete Allen, a returning guest and now one of the newest members of The Brecham Group. Together, they explore what that mantra truly means and how it shapes the firm's approach to operational turnarounds in warehousing. This episode blends real-world lessons, cultural insight, and practical advice from two leaders who have spent their careers on the warehouse floor.Learn more about Endpoint and give Gary a break here. Learn more about The Brecham Group here. Follow us on LinkedIn and YouTube.Support the show
Building custom GPTs for real work, not just party tricks is tricky. That's why I invited Len Ward to sit in my guest chair. He's a former Wall Street pro turned agency builder, now leading Comexis, and he has the scars to prove what works and what does not. We covered where these tools shine, where they trip you up, and how to keep them sounding like you, not a committee of the internet. Key points The idea Build a focused GPT that acts like a virtual team member. Feed it your processes, products, locations, and goals so it can help with tasks like onboarding, strategy, and client communication. What can go wrong Trusting outputs without review, letting the model drift from your voice over time, and uploading sensitive info or leaving training on so your data fuels everyone else's bot. What we would do differently Lock down privacy settings, create prompt playbooks, retrain with fresh voice samples on a set schedule, and keep humans in the loop for approval. What went wrong I learned the hard way that voice drifts. I had the GPT read my work, it started strong, then wandered off into generic advice land. Len called out why. If we keep feeding broad material and never course correct, the model forgets our tone. Another stumble is data carelessness. Uploading client details or financials, even as examples, can create risk. One more trap is blind faith. These tools are fast, not flawless. They still need a final pass from human eyes. Actionable takeaways for women running the show Scope the job Name one clear role for each GPT, such as Onboarding Coordinator or Content Draft Assistant. Narrow focus leads to better answers. Set privacy controls In settings, turn off training on your data. Do not upload personal or financial info. If you must, scrub names and use your own codes. Build a prompt playbook Ask the GPT to write the top ten prompts it responds to best. Save them and start sessions with those prompts to keep work on track. Refresh the voice Every few weeks, feed three to five recent posts, emails, or show notes and say, learn this voice again. Then ask for a short style checklist it must follow. Require a human check Before anything goes public, the content owner signs off. Think of GPT as the fast assistant, you are the editor in chief. Collect and centralize content Keep a clean library in Drive or Dropbox. Use clear folders for articles, FAQs, product sheets, and case studies. These become your training set. Answer real questions Watch chatbot logs or support tickets. Turn every repeated question into a page, a post, or a short video. If your site does not solve a problem as fast as ChatGPT, visitors leave. Forget silver bullets Old school SEO tricks are not the ticket. Strong brands with deep, helpful content win more often in AI answers. Keep writing, keep linking, keep it useful. Why this matters now We are shifting from search and retrieve to solve my problem. Custom GPTs, used wisely, can speed that shift inside your business, from onboarding to content to customer care. Used carelessly, they dilute your voice and increase risk. The good news is the fix is simple habits, not magic. About Len Ward Len Ward is a former Wall Street institutional equities professional, agency builder, and now Managing Partner of Commexis—an AI consulting firm helping businesses replace outdated marketing with intelligent systems that think. With over two decades of experience spanning finance, e-commerce, and digital marketing, Len brings a rare perspective on disruption cycles. He believes traditional agencies are finished and that AI is the operating system for the next decade of business. Known for his straight talk and contrarian edge, Len makes AI real, actionable, and impossible to ignore. Visit our website for a free consultation on AI. https://www.Commexis.com