Podcasts about managing principal

On this episode of Mission Matters, Adam Torres interviews Kurt Ranka, Managing Principal at Ducker Carlisle. Kurt explains how OEMs and manufacturers can rethink pricing amidst cooling inflation by moving away from cost-plus models toward value-based strategies that better reflect product value, services, and customer perception. 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 this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠Kurt Ranka⁠, Managing Principal at Ducker Carlisle. Kurt explains how OEMs and manufacturers can rethink pricing amidst cooling inflation by moving away from cost-plus models toward value-based strategies that better reflect product value, services, and customer perception. 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

Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including the growing impacts of electronic trading to financial markets, along with how machine learning and artificial intelligence are influencing approaches to investing. Plus, thoughts on the state of more traditional portfolio strategies, and the current macroeconomic environment. Featured are Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office, and Cliff Asness, Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Host: Daniel Cassidy

When it comes to office fundamentals, Boston truly continues to shine, keeping a leading development pipeline nationally, stable sales and vacancy rates. Yet, the metro did not remain immune to the current economic environment. As construction costs remain high and the life science sector is slowing, landlords now rely less on rent cuts and more on creative incentives, Hunneman's Executive Vice President & Managing Principal, Peter Evans, points out in today's episode of Step Into My Office.From the Back Bay's resilience, the struggles of Class B space and the rise of amenity-rich trophy towers, Evans explains how Boston's market is stabilizing and why the next year might be more about finding balance than a rebound. We explore the playbook that supports deals today, which tenants are opting for flex office and debunk some myths around the “flight to quality” movement that took over the office market.Here's what we discussed about:Sublease supply flattens, sales activity picks up (01:37)Law and finance expand, life sciences stall, tech remains steady (03:00)Submarkets that shine vs the ones that lag (04:02)What's reshaping the leasing strategy? (05:40)Trophy amenities redefine “magnet vs. mandate” workplaces (09:38)The story behind flight to quality (14:00)Deals via concessions, not cuts (18:57)Flex evolves, but tenants are “graduating out” into traditional space (21:21)Boston's 12-month outlook (23:58)

Greg Brady and the panel of: Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Eric Lombardi, Founder of More Neighbours Toronto and Chair of Build Toronto, Discuss: 1. Jimmy Kimmel to Return to ABC on Tuesday After Show's Controversial Suspension: What are you expecting - unity or division - calm or anger? 2. Trump links autism and Tylenol during pregnancy, without conclusive evidence: Trump's not at all helpful w/ his comments, but the studies that have validity clearly have women talking - without any of the three of us giving medical advice - shouldn't we, on this side of the border, have proper conversations about products deemed to have even a mild link to autism, ADHD, etc. 3. Toronto receives a failing grade in ‘bleak' housing construction assessment: Besides hiring a tutor, what can different levels of government do to get better grades when it comes to housing? Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady and the panel of: Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Eric Lombardi, Founder of More Neighbours Toronto and Chair of Build Toronto, Discuss: 1. Jimmy Kimmel to Return to ABC on Tuesday After Show's Controversial Suspension: What are you expecting - unity or division - calm or anger? 2. Trump links autism and Tylenol during pregnancy, without conclusive evidence: Trump's not at all helpful w/ his comments, but the studies that have validity clearly have women talking - without any of the three of us giving medical advice - shouldn't we, on this side of the border, have proper conversations about products deemed to have even a mild link to autism, ADHD, etc. 3. Toronto receives a failing grade in ‘bleak' housing construction assessment: Besides hiring a tutor, what can different levels of government do to get better grades when it comes to housing? Learn more about your ad choices. Visit megaphone.fm/adchoices

Connect with Lee Gillispie, Senior Managing Principal, Paradatec | Episode 244 by The California MBA

On this week's episode of Multifamily Mastery, John Casmon interviews Jeff Niemeier. Jeff explains how his journey began in student housing, scaled into workforce rentals, and ultimately led him to focus on build-to-rent townhomes in Iowa. He shares how leveraging his unfair advantage of deep local knowledge and strong partnerships—has given him control over projects and higher margins than traditional multifamily. Jeff also details his entrepreneurial background in internet and cable services, his pivot into syndications, and why personal development, community involvement, and taking action are the cornerstones of long-term success. Jeff NiemeierCurrent role: Managing Principal, JB Capital; Host, Student of Money PodcastBased in: Cedar Rapids, IowaSay hi to them at: https://jbcapitalfund.com/| LinkedIn | YouTube 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. Visit investwithsunrise.com to learn more about investment opportunities.  Get 50% Off Monarch Money, the all-in-one financial tool at www.monarchmoney.com with code BESTEVER Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Need financing for your next investment property? Visit: https://www.academyfund.com/ Want to join us in San Francisco, CA on October 7th & 8th? Visit: https://www.10xvets.com/events ____ Curtis Cullen is the Co-Founder and Managing Principal of Convolo Capital, a real estate investment firm focused on small to mid-size multifamily syndications across the Southeast and Sunbelt markets. A West Point graduate, Curtis served as an Infantry and Aviation officer, including time as a Battalion Operations Officer, before exiting the Army in 2018 to pursue a career in commercial real estate. After the Army, Curtis built his business and finance expertise in corporate roles that included managing multi-million-dollar strategic initiatives, automating enterprise systems, and conducting market research to support executive decision-making. He later earned his MBA from UCLA with a concentration in Real Estate and Finance before co-founding Convolo Capital in 2020. Today, he leads acquisitions and asset management, guiding properties from purchase through stabilization with disciplined, value-add strategies. With operations growing across Georgia and Texas, Curtis remains focused on growth, vertical integration, and building investor partnerships that drive long-term value. In this episode of the SABM podcast, Scott chats with Curtis about: Convolo Capital's Mission: Bringing professional management and Institutional discipline to smaller multifamily portfolios The Deal Process: How his team finds opportunities, underwrites with rigor, and maintains a disciplined focus on returns. Market Expansion: Scaling beyond Georgia into Texas and considering other Southern states as next steps. Team Building:  Adding analysts and partners, and strengthening operator relationships for sustained performance. Capital Raising: Strategies and advice for connecting with investors, plus plans for upcoming breakout sessions. Long Term Vision:  Pursuing vertical integration and reaching 1,000 units under management. Timestamps: 00:57 Curtis Cullen's Background and Career Journey 03:12 Current Deals and Market Strategy 11:40 Challenges and Lessons Learned in Real Estate 20:18 Future Goals and Expansion Plans 22:40 Networking and Collaboration Opportunities Connect with Curtis: LinkedIn | Curtis Cullen www.convolocapital.com curtis@convolocapital.com  If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Curtis for joining me this week. Until next time! -Scott Mackes, USNA '01

Greg Brady and the Panel of: Laryssa Waler, Founder of Henley Strategies Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Discuss: 1. Conservative activist Charlie Kirk shot at Utah college event: What kind of fallout do you expect from this? 2. 1 arrested/2 wanted in the Jahvai Roy shooting - will anyone associated w/ city politics call for a change to the Youth Criminal Justice Act? Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady and the Panel of: Laryssa Waler, Founder of Henley Strategies Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Discuss: 1. Conservative activist Charlie Kirk shot at Utah college event: What kind of fallout do you expect from this? 2. 1 arrested/2 wanted in the Jahvai Roy shooting - will anyone associated w/ city politics call for a change to the Youth Criminal Justice Act? Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly proved true in the first half of the year.But what about the road ahead?Are we through the worst of the bumps, twists and turns the market will throw at us this year?Or is the ride about to get rocky again?Let's hear straight from the man himself.#volatility #marketcorrection #wealthgap _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome back legendary investor Cliff Asness, Co-Founding Partner, Managing Principal, and Chief Investment Officer of AQR Capital Management. From market bubbles and speculative manias to AI-driven strategies and even Superman movies, this milestone 150th episode blends sharp market insight with candid (and fun) conversation.Key Takeaways:Bubble Talk: Cliff explains why today's markets are expensive but stop short of a true “bubble.”Black Swan Events: Why extreme market shocks happen far more often than statistics suggest.Rise of Grift: Social media and meme coins are fueling grift-like behavior in markets.AQR Evolution: How AQR has shifted toward data-driven models and capital efficiency.Portable Alpha: Insights on stacking returns and improving diversification.Buffer Products: Why complex downside-protection ETFs may just be expensive ways of holding cash and equities.Personal Stories: Cliff shares Marvel fan moments, career “what-ifs,” and parenting wisdom. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Cliff:• LinkedIn: Cliff Asness• X: @CliffordAsness Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #CliffAsness #AQR #MarketBubbles #InvestingInsights #PortableAlpha #BlackSwan #FinancePodcast #RyanDetrick #SonuVarghese

Bill Hawkins, head of Trade and Investment at Sussex Strategy Group and Managing Principal of GrowthBridge, examines whether the Trump administration is precipitating an end to globalization as we've known it since the Cold War. Drawing on recent research papers in VoxEU and Foreign Affairs, he argues in favour of the thesis globalization has historically thrived under a single hegemon willing to create "public goods" like stable trade rules and security guarantees, but that America is now abandoning this role based on a bipartisan consensus that past trade agreements haven't benefited ordinary Americans. The Hub's editor-at-large discusses with Hawkins how America could actually be helping China's rise in global dominance through trade wars The Hub is Canada's fastest growing independent digital news outlet. Subscribe to The Hub's podcast feed to get our best content when you are on the go:  https://tinyurl.com/3a7zpd7e (Apple) https://tinyurl.com/y8akmfn7 (Spotify)  Want more Hub? Get a FREE 3-month trial membership on us: https://thehub.ca/free-trial/ Follow The Hub on X: https://x.com/thehubcanada?lang=en   CREDITS: Amal Attar-Guzman - Producer and Video Editor Elia Gross - Sound Editor Sean Speer - Host   To contact us, sign up for updates, and access transcripts email support@thehub.ca

Greg Brady and the panel of: Anthony Furey, columnist and 640 Toronto Contributor, Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group, Discuss: 1.Not much can unite the federal Conservatives & federal NDP - but this move by the federal Liberals has. I can't figure out the strategy here by the Prime Minister to pull the reins back after just 7-8 hours of a strike….what is your thought? 2.Carney/Ford chat today - Ford claims he'll press Carney to lower taxes for Canadians, and by proxy, Ontario residents…but can anything truly come out of this? 3. Any result in the Alberta byelection tonight that's good news OR bad news for Pierre Poilievre? Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady and the panel of: Anthony Furey, columnist and 640 Toronto Contributor, Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group, Discuss: 1.Not much can unite the federal Conservatives & federal NDP - but this move by the federal Liberals has. I can't figure out the strategy here by the Prime Minister to pull the reins back after just 7-8 hours of a strike….what is your thought? 2.Carney/Ford chat today - Ford claims he'll press Carney to lower taxes for Canadians, and by proxy, Ontario residents…but can anything truly come out of this? 3. Any result in the Alberta byelection tonight that's good news OR bad news for Pierre Poilievre? Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, we're sitting with Marianne Marchesi, the Founder and Managing Principal of Legalite, an award-winning law firm that's been shaking up one of the oldest, most rigid industries in Australia. Her clients include some of the country's most loved retail brands, and she's built a reputation for making legal advice practical, human, and surprisingly jargon-free.Today we're discussing:The fast way to build legal agility into your business model from day oneStructuring for growth and asset protection (company, trust, unit trust)IP basics retailers actually need: trademarks, copyright, designsAI in content and images: what you do and don't own, and how app T&Cs can bitePrivacy and Spam Act essentials for email and SMS listsWriting T&Cs and privacy policies that match what you actually doReturns done right: change‑of‑mind vs faulty goods obligationsInfluencer campaigns: disclosure, guidelines and who's liable if they over‑promisePromotions and pricing: genuine discounts, time limits and “while stocks last”Working with overseas suppliers and dropship partners: protections to bake inConnect with MarianneExplore LegaliteSMS us to request a guest!Support the showWant to level up your ecommerce game? Come hang out in the Add To Cart Community. We're talking deep dives, smart events, and real-world inspo for operators who are in it for the long haul. Connect with Nathan BushContact Add To CartJoin the Community

This is the Women of Influence Podcast Series, delivering next level insights and expertise live from GlobeSt.'s Women of Influence Conference.The Women of Influence Podcast Series is an exclusive mini-series of The Crexi Podcast, an insider's look at all things commercial real estate, produced in collaboration with GlobeSt. The Crexi team visited Women of Influence and recorded in Denver, Colorado, from the floor of the conference, highlighting movers and shakers in commercial real estate. The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  In this episode, host Shanti Ryle, Director of Content Marketing at Crexi, sits with several keynote speakers from the conference, to cover wide-ranging topics, including:Breaking In – Nontraditional Paths to CRECarving Your NicheOvercoming Challenges Opening Doors – Mentorship & LegacyWhy Women Should Get into CRE NowFeaturing special guests:Marcy Moneypenny, Founder of The Moneypenny CollectiveJudy Cazeau, CEO & Managing Principal, The OPAC GroupDaria Walker, Founder, Walker Realty CapitalJessica Miller, Founder, Rock Spring Real Estate SolutionsLeanne Berthiaume, VP of Leasing and Operations, Rock Spring Real Estate SolutionsSuzanne Schefcik, SVP, Colliers  About GlobeSt. Women of Influence: The Women of Influence Conference is an exclusive two-day event that celebrates the women who drive the commercial real estate industry forward. These influential leaders will discuss the critical issues facing CRE now and in the future, what it means to be a woman in business today and how women CRE leaders can uplift and support each other on their journey to the top.  For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse 500,000+ available commercial properties for sale and lease. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

In this episode of Market Pulse by Faster Forward, host Grant Johnsey, Americas Head of Market Solutions, Banking & Markets, sits down with Jody Gunderson, Managing Principal at AB CarVal, to unpack the dynamic world of asset-based finance (ABF). From consumer credit and residential lending to data centers and the energy transition, ABF is reshaping how … Read More Read More

In this episode of Market Pulse by Faster Forward, host Grant Johnsey, Americas Head of Market Solutions, Banking & Markets, sits down with Jody Gunderson, Managing Principal at AB CarVal, to unpack the dynamic world of asset-based finance (ABF). From consumer credit and residential lending to data centers and the energy transition, ABF is reshaping how … Read More Read More

Wayne Courreges III is the Founder and Managing Principal of CREI Partners, a real estate investment firm with over $50 million in assets under management across Texas, Louisiana, and Alabama. He helps busy entrepreneurs and professionals build generational wealth through passive investments in commercial real estate syndications. A former US Marine Corps Corporal, Wayne has over 16 years of experience in commercial real estate, including a lengthy tenure at CBRE. In this episode… For many, the leap from single-family rentals to multifamily syndications feels daunting — filled with questions about risk, returns, and how to find the right partners. But what if the key lies not just in the asset itself, but in the strategy and relationships behind it? According to Wayne Courreges III, a seasoned commercial real estate investor, the answer starts with focusing on scalable, well-managed multifamily assets that generate consistent cash flow and long-term appreciation. He highlights the importance of evaluating both the deal and the people running it, ensuring that trust, transparency, and operational excellence are in place before investing. This disciplined approach, he explains, can provide higher returns, greater diversification, and fewer headaches than managing scattered single-family properties. Wayne also emphasizes the role of off-market opportunities, strong asset management, and proactive investor relations in sustaining performance and maximizing value. In this episode of The Same Day Podcast, host Mat Zalk sits down with Wayne Courreges III, Founder and Managing Principal of CREI Partners, to discuss building generational wealth through multifamily syndications. They explore why multifamily can outperform single-family investments, how to vet general partners before committing capital, and the benefits of off-market deal sourcing. Wayne also shares strategies for creating exceptional investor experiences.

Randy Crabtree welcomes Alex Drost, Managing Principal of Connection Builders, to discuss the evolving landscape of private equity in the accounting profession on Episode 223 of The Unique CPA. They delve into Alex's background in investment banking and his insights into how private equity is transforming accounting, and they spend time going over the increasing prevalence of PE-backed firms, the implications of private equity on firm culture and partner roles, and strategies for accounting firms to prepare for potential PE investment. Alex also shares his views on the importance of niche specializations and the future impacts of technology and consolidation within the profession. Get the full show notes and more resources at TheUniqueCPA.com

Keith Mack, Founder and Managing Principal of Gibraltar Capital Partners, explains how meaningful places get built, from securing buy-in and building trust to assembling the right creative team at the right time. For show notes and more: https://ninedotarts.com/podcast-legacy-in-the-making/  

About oir guest: Kimberly Trueba's appointment as Chief Executive Officer of the Girl Scouts ofSouthern Nevada (GSSNV) in April 2018 marked the beginning of a transformative era. With awealth of experience spanning twenty-eight years in real estate development, hospitality design,business strategy, organizational development, and operations, Trueba possesses a unique blendof expertise that she generously shares with those around her. Her ability to nurture talent andfoster growth within the Girl Scouts community is unparalleled, inspiring girls and adultvolunteers alike to strive for excellence and unleash their full potential. Before her tenure withGSSNV, Trueba played a pivotal role in shaping experiential environments within the hospitality,restaurant, and entertainment sectors as Managing Principal, for an award- winning internationalhospitality design firm, TAL Studio and development executive with Forte Specialty Contractors.As a second-generation design professional, Trueba began her journey at Walt DisneyImagineering, where she left an indelible mark over a decade by leading iconic projects within theWalt Disney World Theme Parks and Resorts portfolio. Hailing from Wichita, Kansas, Truebaearned her degree in Interior Architecture from Kansas State University, where she continues tobe recognized for her outstanding contributions, receiving the Honoree Alumni Award. Activelyengaged in professional networks, she has been a member of the Young President's Organizationfor over a decade, demonstrating her commitment to leadership and mentorship. Trueba'sdedication to service extends beyond her professional endeavors, as evidenced by herlongstanding involvement on various boards, committees and with the Girl Scouts. As a lifetimemember and alumna, she draws upon her formative experiences with the organization to drivepositive change and empowerment for young women. Her commitment to leaving a lastinglegacy of empowerment and opportunity is reflected in her tireless efforts to uplift communitiesand create a more equitable and inclusive society for future women. She understands the powerof unity and collaboration in effecting meaningful change and actively seeks out opportunities toamplify voices that are often marginalized or overlooked. Under Trueba's visionary leadership,GSSNV reached new heights, marked by the historic receipt of the largest single private propertygift in Girl Scouts of the USA history. The generous donation of 70 acres of property and land fromthe Charles and Phyllis M. Frias Charitable Trust, valued at nearly $9 million, enabled GSSNV torestore local overnight camp opportunities, an essential element of the Girl Scout LeadershipExperience. Trueba's ability to inspire philanthropy and uplift communities creates an enduringlegacy of empowerment and opportunity for generations to come.

In this “Leaders in Law” edition of Lessons in Leadership, Steve Adubato talks with Vito A. Gagliardi, Jr., Managing Principal, Porzio, Bromberg & Newman, P.C., President and CEO, Porzio Government Affairs, about leadership, persuasion and the importance of being a mentor to those around you. Then, Steve talks with Keith Banks, Former Vice Chair, Bank … Continue reading Lessons in Leadership: Vito Gagliardi and Keith Banks

Are you feeling confused about watching ERP software demonstrations? Once you decided to change software, scheduling ERP demos might have seemed like the next logical step! Without the right approach, though, seeing demonstrations can lead to more questions than answers. This can make it difficult to determine which ERP product truly fits your business's needs. On this episode of “The ERP Advisor,” Shawn Windle, EAG's Founder and Managing Principal, will dispel the confusion surrounding software demos and help project sponsors get the most out of the demonstration process.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

What happens when a former law firm CMO and Uber's head of legal ops pulls back the curtain on the business of law? In this episode, Tyler Finn sits down with Ken Callander, Managing Principal at Value Strategies, to explore the evolution of law firm pricing, the rise of AI, and how in-house teams can save millions by shifting to value-based fee arrangements. From the politics of partnerships to actionable strategies for better outside counsel management, Ken brings unmatched candor and clarity on how legal teams must adapt in a rapidly evolving landscape. Read detailed summary: https://www.spotdraft.com/podcast/episode-108 Topics Introduction—0:00How Law Firm Business Models Drive Political Risk-Taking and Brand Fallout – 01:49Inside the Law Firm Model: Power Partners, Payout Structures, and Why Change is So Hard—09:02Challenges with hourly billing and how law firm economics are misaligned with client value—16:32Why Ken left the law firm world for legal ops at Uber—26:34Moving to value-based pricing and how it impacted Uber's legal spend—30:10Why predictability in pricing is often more important than savings—34:21How AI is disrupting law firm pricing, staffing, and the associate career path—37:33How In-House Teams Can Improve Law Firm Relationships, Reduce Spend, and Drive Change—49:14Rapid-fire questions—56:25Connect with us:Ken Callander - https://www.linkedin.com/in/kencallander/Tyler Finn - https://www.linkedin.com/in/tylerhfinnSpotDraft - https://www.linkedin.com/company/spotdraftSpotDraft is a leading contract lifecycle management platform that solves your end-to-end contract management issues. Visit https://www.spotdraft.com to learn more.

Nick Havers, General Counsel for Europe and now also Managing Principal at Lockton, the world's largest privately owned insurance brokers, shares three sharp, experience-driven lessons shaped across more than a decade in the insurance broking sector. Nick's recent promotion to Managing Principal, an honour usually reserved for client-facing, revenue-generating leaders, is a milestone not just for him, but for how lawyers are recognised as true business partners at Lockton. His elevation sends a powerful message: in-house legal leaders can and should have a seat at the table, valued alongside commercial leadership. Now sitting on the European Executive Committee of Lockton, Nick reflects on what it means to be a lawyer trusted by the business. He shares how his first in-house GC taught him the power of “making your boss look good”, a mindset rooted in empathy, clarity, and teamwork that has stayed with him ever since. Nick also unpacks the value of curiosity: why asking more questions than you answer leads to better outcomes, how to build relationships across a complex organisation, and how his team uses internal branding and training to market legal's value across the business. In a standout final lesson, Nick reminds us that not everything valuable is visible. Some of legal's best work is in the crises that never materialise. His advice on combining hard work with strategic messaging, and showing how your team contributes to long-term growth, is a masterclass in modern in-house leadership.Guest Recommendation: • Book: Authentic Happiness by Martin Seligman – A toolkit for optimism, self-awareness, and signature strengthsAbout Heriot Brown: Heriot Brown is a leading global recruitment business specialising in the in-house legal market. We help lawyers find fulfilment in their careers by matching them with exceptional in-house opportunities, while fostering a thriving community of legal professionals who share insights, experiences, and growth.

Bongani Bingwa speaks to Karla Strydom from the Johannesburg Attorneys Association’s property committee about the causes of major delays at the Deeds Office and how the crisis is being addressed. He’s also joined by Rory O’Hagen, Managing Principal at Chas Everitt International and CEO of the Luxury Division, who shares how these delays have impacted the property market and why he believes progress is finally being made. Rory o'Hagen, Managing principal of Sandton Waterfall and Bedfordview Chas Everitt International and CEO of Luxury Division sharing his experience of the impact of the impact caused by delays at the Johannesburg Deeds Office and offers reassurance that, while it was once a major issue, progress is now being made. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Dave Lam is a seasoned investor, veteran, and strategic operator focused on unlocking value in microcap and lower-middle market companies. A former U.S. Air Force contracting officer, he offers deep expertise on execution, strategy, and operational excellence. As a Principal at Phalanx Partners, he helps lead independent sponsorship and advisory efforts for growing companies across multiple sectors. He is also a Managing Principal at Oakwood Legacy Partners, a private holding company investing in alternative assets including real estate, cryptocurrency, and private debt. With a decade of experience managing complex vendor portfolios and leading operational strategy, Dave's expertise spans procurement, underwriting, and portfolio management. His background includes work with the U.S. Air Force and Coast Guard, where he oversaw projects in medical services, construction, communications, and defense manufacturing. Dave holds an MS in Finance from Boston College and an MBA from the University of Chicago Booth School of Business. Whether advising founders or evaluating new investments, he brings a rigorous, data-driven approach to growth, risk management, and long-term value creation. In this episode of the SABM podcast, Scott chats with Dave about: From Military to Main Street: How Dave's background as an Air Force contracting officer led him to pursue small business acquisitions. The PHX Playbook: A value-driven model where founders sell majority ownership but stay on to scale with strategic support. Smart Acquisition Strategy: Why clean financials, low owner dependency, and operational upside are essential for a successful deal. Opportunity in the Lower Market: Dave targets $1–3M EBITDA businesses where hands-on improvements can drive major returns. The Power of Relationships: Trusted veteran and referral networks are key to finding deals and aligning the right people for growth. Timestamps: 00:41 Dave's Background and Introduction 01:48 The Importance of Due Diligence 03:00 Introduction to Phalanx Partners 06:02 Opportunities in Business Acquisitions 14:19 Pitfalls in Business Acquisitions 18:27 Secrets to Finding Deal Flow 20:22 Building Your Professional Network 21:15 Strategic Referral Partners 23:20 Investment and Value Addition 27:28 Optimizing Small Businesses 33:15 Future Goals and Aspirations 38:00 Acquisitions and Exit Circle 39:50 Connecting and Contact Information Connect with Dave: LinkedIn Email: dave.lam@phalanxpart.com If you found value in today's episode, don't keep it to yourself—share it with a colleague or friend who could benefit. And if you're a Service Academy graduate ready to elevate your business, we'd love for you to join our community and get started today. Make sure you never miss an episode—subscribe now and help support the show: Apple Podcasts Spotify Leave us a 5-star review! A special thank you to Dave for joining me this week. Until next time! -Scott Mackes, USNA '01  

Radhika Das, IFN Journalist, interviews Dr Vicente Pons, Managing Principal, Frontera Capital Group, on structuring a risk-remote, Solvency II-aligned facility supported by ICIEC credit insurance and mobilizing international capital into frontier markets through innovative, development-focused finance

In the episode of Architecture, Design & Photography we are speaking with Kim Holden . Kim Holden is an architect, doula, lactation counselor, design consultant, and educator. Her focus is the intersection of design and birth and the impact that environment has on experiences, outcomes, disparities, and mortality, during the entire perinatal period. Prior to founding Doula x Design, she was a Founder and Managing Principal at SHoP, an internationally renowned architecture firm based in NYC, for over 20 years, and was the William Henry Bishop Visiting Professor of Architectural Design at Yale University for the 2023-2024 academic year, teaching a graduate level studio on spaces of birth. Our interview today is sponsored by Maine Home+Design. Don't miss Holden's Design Theory article in the upcoming June issue of Maine Home+Design.More from Kim Holden: Web: https://doulaxdesign.com/homeInstagram: https://www.instagram.com/doulaxdesign/ Linkedin: https://www.linkedin.com/in/kim-holden-aia-cabd-clc More from us: Website: www.adppodcast.com Instagram: http://instagram.com/adppod_

In this episode of The Passive House Podcast, Mary James sits down with Parlin Meyer, Managing Principal of BrightBuilt Home, and Chris Lee, Head of Design & Development at Backyard ADUs, for a deep dive into the growing world of accessory dwelling units (ADUs). Together, they explore how prefabrication, modular construction, and progressive policy shifts are reshaping the housing landscape in the Northeast and beyond. From multigenerational living to zoning reforms and cost challenges, Parlin and Chris share insights from the front lines of ADU design and delivery—what's working, what's not, and where this crucial housing type is headed.https://www.brightbuilthome.com/https://backyardadus.com/Thank you for listening to the Passive House Podcast! To learn more about Passive House and to stay abreast of our latest programming, visit passivehouseaccelerator.com. And please join us at one of our Passive House Accelerator LIVE! zoom gatherings on Wednesdays.

John Paul Caswell is a renowned figure in the insurance and financial services sectors, honored as a "Top 100 CEO" among privately held companies and listed in the "Top 500 Most Influential" individuals by the Baton Rouge Business Report from 2019 to 2023. He has earned nationwide recognition through FINSECA, being presented with the esteemed International Management Award (IMA®) by the organization on five distinct occasions.His commitment to personal and professional growth is evident through his multiple financial certifications, including Series 6, Series 63, Series 7, Series 65, Series 24, Certified Long-Term Care (CLTC®), and Accredited Investment Fiduciary (AIF®).He currently leads as the President and Managing Principal at Iron Horse Financial, a thriving firm with six locations, serving over 5,000 clients and managing approximately $2.5 billion in assets administered as of 2023.Beyond finance, John Paul's passion extends to community and global impact. Since 2014, Iron Horse Financial has facilitated over $5 million in beneficiary designations for 75 local non-profit organizations. He and his wife, Tiffani, established the "100 Well Project" in 2016, aiming to provide clean drinking water to drought-stricken regions of India and Nepal. To date, 23 wells have been constructed, with plans for 77 more. Additionally, John Paul and Tiffani are honored to be Legacy Partners with the John Maxwell Leadership Foundation, a non-profit dedicated to delivering leadership training around the world.Residing in Baton Rouge, Louisiana, John Paul, his wife, and their family actively engage in their local church and community, steadfast in their commitment to making a positive impact on the lives they touch.Email: JP_Caswell@IronHorse-Financial.com/COMPLIANCE:2024-2323/Connect and tag me at:https://www.instagram.com/realangelabradford/You can subscribe to my YouTube Channel herehttps://www.youtube.com/channel/UCDU9L55higX03TQgq1IT_qQFeel free to leave a review on all major platforms to help get the word out and change more lives!

“In this climate of being a trade professional in Washington, expect to be in an Uber for about half of the day and then the other half of it sitting in rooms making cases of why people either should be not paying tariffs or how other people should be paying tariffs.” - Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index Supply chain professionals have always had to keep a close eye on trade–both the policies and the geopolitical happenings that affect it. But with tariffs launching trade-related topics to the top of the news cycle repeatedly since January, all of us - supply chain professionals and otherwise - have learned something new.  One person who spends a majority of his time right in the thick of it all is Samir Kapadia, Managing Principal at Vogel Group and Founder and CEO at India Index.  Samir and Kelly Barner have discussed global sourcing and tariffs in the past, but in this interview they take a broader approach, exploring how trade policies and lobbying intersect and what they really mean in today's volatile geopolitical environment. In this episode of the Art of Supply podcast, Samir shares his expertise about the: Nuances of trade relationships between companies and governments Factors that influence trade agreements and tariffs Types of lobbying methods that influence and shape trade practices Links: Samir Kapadia on LinkedIn India Index The Dawn of a New Era in U.S. Trade Policy Evaluating India as a Viable Alternative to China Kelly Barner on LinkedIn Art of Supply LinkedIn newsletter  Art of Supply on AOP Subscribe to This Week in Procurement  

Greg Brady and the panel of: Chris Chapin, Strategist and Managing Principal of Upstream Strategy Group Laryssa Waler, Founder of Henley Strategies Discuss: Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, hosts Sarah Dobek Sarah Dobek, Founder and President of Inovautus Consulting, and Gary Thomson, CPA, Founder and Principal of Thomson Consulting, are joined by Chip Chaon, CEO and Managing Principal of LattaHarris, LLP, and Mark Kovaleski, Managing Partner of MMB+CO, where they explore how evolving governance structures are reshaping partnership agreements within firms. The conversation also provides insights into the challenges of implementing changes to partnership agreements and how to navigate the transformation. As part of a unique four-part series on governance, this informative discussion aims to offer guidance for those journeying down the path of transforming their partnership agreements. Be sure to check out the PCPS Governance Toolkit – developed through collaboration by the AICPA & CIMA PCPS team, Inovautus Consulting, and Thomson Consulting – which is designed to help firms of all sizes transform their governance strategies. 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  

In this episode of The Brand Called You, Kerry Sulkowicz, founder of Know Thyself 360—a groundbreaking platform that fuses psychoanalytic wisdom with AI to help leaders uncover blind spots, gain deeper self-awareness, and enhance their impact.00:36- About Kerry SulkowiczKerry is the Founder and Managing Principal of the Boswell Group.He's the founder and CEO of KnowThyself360°.He's the past president of the American Psychoanalytic Association. 

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector.   Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.   From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

Adi Bhoopathy, Managing Principal and Head of Capital Markets at Noble Investment Group, joins No Vacancy Live to share his insights from over two decades of investing in the hospitality sector. Since joining Noble in 1999, Adi has helped lead more than $4.5 billion in transactions, playing a pivotal role in shaping the firm's investment strategy and capital relationships. In this episode, we dive into how Noble identifies opportunity in a rapidly evolving market, why Adi believes hospitality is a resilient and rewarding asset class, and what it takes to build trust with institutional partners.  From capital markets to culture, Adi offers a behind-the-scenes look at what drives one of the industry's most active hotel investors.

On today's episode, Rich sits down with Mikey Taylor – Serial entrepreneur and former professional skateboarder. Mikey Taylor is the President and Managing Principal of Commune Capital, a private equity firm that invests in commercial real estate. After a successful 14 year skateboarding career, Mikey began the transition into entrepreneurship and business building, when he recognized an opportunity in the emerging craft beer industry. He utilized his marketing experience from skateboarding to co-found Saint Archer Brewery.Rich and Mikey start off by discussing the updates to Mikey's life since they last met, their experiences in the skating world, how Mikey met his wife, Mikey campaign plan to became a city council member in Thousand Oaks, backlash in communities today, the difference between A and C students, and teaching personal finance to students. They then reflect on Rich's experience with the Big Brother program, developing communication skills, what Mikey's schedule typically looks like, Mikey's methods to fundraising through social media, and building trust through long form content.Lastly, they talk about Mikey's experiences with real estate investing in California, current market trends, the risks to real estate investing, their recommendations to investing in 2024, Mikey's favorite real estate locations, cap rates, cashflow vs appreciation, investing in red and blue states, the safest way to invest in real estate, Rich's experience with real estate in Turkey, Rich's case for San Diego, their market forecasts and bad policies.Connect with Mikey on Instagram: @mikeytaylorJoin our investor waitlist and stay in the know about our next investor opportunity with Somers Capital: www.somerscapital.com/invest. Want to join our Boutique Hotel Mastermind Community? Book a free strategy call with our team: www.hotelinvesting.com. If you're committed to scaling your personal brand and achieving 7-figure success, it's time to level up with the 7 Figure Creator Mastermind Community. Book your exclusive intro call today at www.the7figurecreator.com and gain access to the strategies that will accelerate your growth.

On this episode of the Best Ever CRE Show, Joe Fairless interviews Dusty Eddy, founder of Eddie Capital Group. Dusty shares insights from his 20+ year real estate career, which began in institutional retail and development before shifting to multifamily. He discusses the founding of his own firm after a decade at 29th Street Capital, his nuanced understanding of markets like Phoenix and Las Vegas, and the importance of boots-on-the-ground intel. Dusty also details the challenges and strategies behind value-add repositioning in rough Class C neighborhoods and reflects on lessons learned from his one underperforming deal. Dusty Eddy Current Role: Founder & Managing Principal, Eddie Capital Group Based in: Scottsdale, Arizona Say hi to them at:  https://eddycapgrp.com/  Get a 4-week trial, free postage, and a digital scale at ⁠https://www.stamps.com/cre⁠. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

“ Chinese consumers today are quite different — a massive middle class of 500 million people.  So big upside, but also bigger challenges.”Sarah Kochling is the Founder and Managing Principal of Shanghai Blossom Innovation, where she leads strategic growth initiatives for global brands and startups in China since 2014. With over 30 years of experience across Asia, This is a trusted advisor to Fortune 500 companies and early-stage ventures alike—guiding brand transformation, innovation strategy, and culturally attuned consumer engagement.Sarah got her start at Procter & Gamble in Hong Kong and Guangzhou in the early 1990s, where she managed brands across Greater China during a pivotal time of regional economic opening. Since then, Sarah's experience across China and Asia at J&J International, as well as leading innovation practices at agencies and advising several China startups. Fluent in Mandarin and deeply immersed in the Chinese market, Sarah brings a rare combination of strategic rigor, creative vision, and cross-cultural fluency—helping organizations navigate complexity and chart bold paths forward. Sarah attended is based in Shanghai, China. She studied Mandarin and Political Science from Wellesley College, and holds certifications in Chinese language and law from MIT Sloan. The Chinese University of Hong Kong, the Beijing Foreign Languages Normal College, and Harbin Institute of Technology. Sarah lives in Shanghai. You'll enjoy this candid conversation about a career at the intersection of culture, commerce, and innovation.This is part of our Chinese leaders series - hosted by P&G Alumni Emily Chang. Got an idea for a future “Learnings from Leaders” episode? Reach out at pgalumpod@gmail.com

In this episode of The Crossman Conversation: Career Builders, John Crossman sits down with Dakota Doman, President & Managing Principal of The Executive Search Group, to discuss the invaluable impact of Historically Black Colleges and Universities (HBCUs). From leadership development to career placement, Dakota shares insights on why HBCUs matter.

If you're enjoying the content, please like, subscribe, and comment! Please consider supporting the show! https://anchor.fm/worldxppodcast/support Salman's LinkedIn: https://www.linkedin.com/in/salman-khan-347a7713 Salman Khan is the Founder and Managing Principal of Stabilis Capital Management. Mr. Khan founded Stabilis in 2010 after spending 12 years at Goldman Sachs and 6 years at Silver Point. At Goldman, Mr. Khan was the Group Head and ran the Latin American loan acquisition business from 1997-2001. He also built and ran the US Small and Middle Market Loan Acquisition business which he later ported to Silver Point in 2004. Salman has invested over $6 Billion during his career. At Silver Point, Mr. Khan created and ran a $600 million discretionary portfolio focused on Middle Market Loan Acquisition for 6 years. In 2010, Mr. Khan established Stabilis and has continued the loan acquisition strategy and built a bridge lending strategy as a complementary business. Mr. Khan has a BS in Electrical Engineering from Columbia University and an MBA from the Wharton School at the University of Pennsylvania. Samir's Links: https://samirvarma.com/ https://www.substack.com/@samirvarma Samir is an Author, Physicist, Entrepreneur, Inventor, and Hedge Fund Manager. He has a PhD in Theoretical Physics from The University of Texas. The incomparable E.C.G. Sudarshan was his advisor and Nobelist Steven Weinberg was on his dissertation committee. He is the author of The Physics of Free Will: How Determinism Affects Everything from The Future of AI to Traffic to God to Bees. He is working on a second book tentatively titled, I Wish I Had Known That about economics, finance and politics. ______________________ Follow us! @worldxppodcast Instagram - https://bit.ly/3eoBwyr @worldxppodcast Twitter - https://bit.ly/2Oa7Bzm YouTube - http://bit.ly/3rxDvUL Spotify - http://spoti.fi/3sZAUTG #god #religion #free #freewill #determination #christian #islam #physics #law #subscribe #explore #explorepage #podcastshow #longformpodcast #longformpodcast #podcasts #podcaster #newpodcast #podcastshow #podcasting #newshow #worldxppodcast #viralvideo #youtube

In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think that would mean lower stock prices. And he was proven correct.But he did express worry that as we entered 2025, continued higher volatility would start to become a problem for investors.And boy, did he nail things with that prediction."Volatile" is perhaps a gentle word for the major market swings we've seen this year, especially over the past week.To find out where he sees things headed from here, we're fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth, widely known as @jam_croissant on X/Twitter.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Today, it is my pleasure to speak with Bruce Benesh, Managing Principal at Benesh Consulting Group. Bruce has more than 40 years of experience in executive compensation, tax planning relating to compensation arrangements, and international human resource consulting. He formerly served as the national partner- in-charge of the Human Capital Services Practice at Grant Thornton, and prior to that was the partner-in-charge of Arthur Andersen's Americas Human Capital Services Practice. Bruce, along with his firm Benesh Consulting Group, is a distinguished and generous advisor member of FOX, and we are fortunate to have his expertise available to our membership community. Bruce begins with an overview of the family office executive compensation landscape today. He describes the current state of affairs in the space, the established practices, and the latest trends pertaining to compensating key staff at family offices. Bruce then talks about some of the challenges family offices are facing when looking to create total compensation structures for their key employees and executives, highlighting the issues they struggle with the most. Bruce has worked with dozens, if not hundreds, of family offices over the years, helping them design attractive and effective compensation packages for key hires. He summarizes some of the best practices he has observed most frequently and would recommend to our listeners. Beyond hiring a compensation expert with experience in the family office space, such as himself, Bruce provides a summary of the other resources and practical tools family office owners and leaders should be aware of that can help them understand, plan, and design best-in-class compensation structures. Do not miss this highly relevant and instructional conversation with one of the foremost thought leaders and practitioners in the family office compensation space.

Andy Hill sits down with Dr. Brad Klontz—bestselling author, professor, and leading expert on the psychology of wealth—to explore the power of mindset in financial success. They dive into the differences between a poor mindset and a rich mindset, common money mistakes, and the habits that set wealthy individuals apart. Dr. Klontz shares his personal journey from financial struggle to success, the critical lessons he learned along the way, and actionable steps you can take today to shift your thinking and build lasting wealth. Whether you're an employee, an entrepreneur, or simply looking to break free from financial stress, this conversation will change the way you view money. #MoneyMindset #DrBradKlontz #ThinkRich #FinancialFreedom RESOURCES: Sponsors + Partners + Deals Start Thinking Rich: 21 Harsh Truths That Will Take You from Broke to Rich (book): https://amzn.to/41zrnpk (affiliate) GUEST BIO - Dr. Brad Klontz: Dr. Brad Klontz, Psy.D., CFP®, is a renowned financial psychologist and Managing Principal at Your Mental Wealth Advisors. He serves as an Associate Professor of Practice at Creighton University's Heider College of Business and is a Fellow of the American Psychological Association. Dr. Klontz has co-authored several influential books on financial psychology, including "Money Mammoth," "Mind Over Money," and "Start Thinking Rich." His work has been featured in prominent media outlets such as ABC News' 20/20, Good Morning America, USA Today, The Wall Street Journal, and The New York Times. In addition to his academic and writing endeavors, Dr. Klontz co-founded the Financial Psychology Institute and has served as President of the Hawaii Psychological Association. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! Coast FIRE Calculator: A free calculator to help you find out when you can slow down or stop investing for retirement. Mortgage Payoff Calculator: A free calculator to help you see how fast you can become mortgage free. YouTube: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): Monarch Money - Best Budget App for Families & Couples Empower - Free Portfolio Tracker Crew - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link Ethos - Affordable Term Life Insurance Trust & Will - Convenient Estate Planning SHOW INFORMATION:  Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com  HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction  02:59 - What is a Finance Bro?  07:32 - Transitioning from Passive Investor to Syndicator  11:40 - How Big Data and AI Are Changing Real Estate  19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans  23:15 - Cash Management vs. Spreadsheet Management  31:03 - Asset Management vs. Property Management  36:37 - Why NOI Growth Matters More Than Cap Rate Compression  40:17 - The State of the Multifamily Market in 2025  45:46 - Top Real Estate Podcasts & Resources  51:04 - Best U.S. Markets for 2025  52:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode, Scott Becker is joined by Nicholas Newsad, Managing Principal at Coker, former owner of HealthContract.com, and author of Doctor Deals. Nicholas shares insights into his business, the medical software company he’s bringing to market, and his experience in healthcare deal-making, including his book and podcast.