Podcasts about managing principal

Brandon Sedloff and Matt Adler explore the world of small bay industrial real estate and the path from family business to independent fund manager. Adler, founder and managing partner of Adler Real Estate Partners, shares how he spun out of a third-generation family operation to build a specialized platform focused exclusively on multi-tenant light industrial properties across the Sun Belt. The conversation on The Distribution reveals why this once under-the-radar asset class has become one of real estate's most sought-after sectors and how focused operators compete when larger managers enter the space. They discuss: - Why spinning out of a family business required balancing independence with preserving relationships - How small bay industrial became a "HALO" asset class, hard assets with low obsolescence, resistant to AI disruption - What institutional investors misunderstand about office build-outs in industrial properties - How a disciplined operator grows NOI even when interest rates move against them - Why staying focused on one property type in mid-sized deals creates competitive advantage against mega managers This episode offers practical insight for anyone interested in niche real estate strategies, the transition from operating partner to fund manager, or how specialist platforms win by executing better than diversified competitors. Topics: (00:00:00) - Intro (00:02:57) - Matt's family real estate background (00:09:49) - Early career and deciding to leave the family business (00:11:19) - Working with Apollo and the GFC (00:14:18) - Starting the fund business (00:16:29) - Spinning out from the family business (00:21:25) - Adler Real Estate Partners today (00:23:59) - Small bay industrial explained (00:28:09) - Why small bay industrial is hot right now (00:31:36) - HALO and the AI advantage (00:32:47) - Competition and differentiation (00:38:01) - The office buildout misconception (00:42:36) - Competing with mega managers (00:46:34) - Headwinds and opportunities ahead (00:50:53) - Closing thoughts Links: Matthew on LinkedIn - https://www.linkedin.com/in/mladler/ Adler Partners - https://adler-partners.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/

In this episode of the Matthews Mentality Podcast, Kyle Matthews sits down with Michael Brennan, Chairman and Managing Principal of Brennan Investment Group, co-founder and former CEO of First Industrial Realty Trust, and one of the most accomplished operators in industrial real estate.Mike's argument is that industrial is the rare property type technology has helped rather than hurt. E-commerce built the warehouses. Data centers absorb land. And robotics and automation are pulling manufacturing back onshore, because once low-cost labor stops being decisive there is less reason to be in Mexico or China. As he puts it, the best news for industrial may still be ahead.He has earned the right to a view. Mike bought his first building at 22, in October of 1979 — a six-flat and warehouse on the South Side of Chicago for $53,000, with effectively nothing down. He collected rents weekly and was his own janitor. Fifteen years later he helped take First Industrial Realty Trust public and delivered 40 consecutive quarters as its CEO. After leaving in 2008 over a disagreement with the board he started again, and Brennan Investment Group is now the second largest privately held industrial real estate company in the country.The conversation also covers how Brennan picks markets, why he watches tenants instead of forecasts, where he sees rates going, and how his company ended up as the single stock inside Warren Buffett's wallet.Topics covered in this episode:- Why industrial benefited from technology while office and retail suffered- Data centers, e-commerce, and the reshoring of American manufacturing- Buying his first building at 22 with effectively no money down- The Chicago fireman father who pointed him toward real estate- Taking First Industrial Realty Trust public in 1994- Delivering 40 straight quarters and the pressure that comes with it- Why he stepped down from First Industrial in 2008- Launching Brennan Investment Group at the bottom of the market- The five industrial facility types and how Brennan picks markets- Why he watches tenants rather than forecasts to choose locations- The single trait shared by every great professional he has worked with- Where he sees interest rates going and what would move them- The stock in Warren Buffett's wallet, and the phone call that followed- Sacrifice, work ethic, and what he would tell his 22-year-old selfMike also explains why he considers the company his only in trust, and why the point of building something is to hand it to the people who helped build it.Whether you're a commercial real estate professional, investor, entrepreneur, broker, or someone building a business over the long term, this conversation offers lessons from more than four decades in industrial real estate, investing, and leadership.Follow Michael Brennan:LinkedIn: https://www.linkedin.com/in/michaelbrennanLearn More About Brennan Investment Group:Website: https://www.brennanllc.comFollow Kyle Matthews CEO:Instagram: https://www.instagram.com/kylematthewsceoTikTok: https://www.tiktok.com/@kylematthewsceoX: https://x.com/kylematthewsceoLinkedIn: https://www.linkedin.com/in/kylematthewsceo00:00 Manufacturing and Industrial Innovation01:19 Meet Michael Brennan02:31 What Is Brennan Investment Group04:01 Five Facility Types Explained05:11 Key Markets and Strategy07:04 First Building at 2210:03 Finding and Financing the First Deal13:51 Early Career Work Ethic17:45 Meeting His Future Wife20:27 Jesuit Education and Character25:18 Scaling to First Industrial26:34 The RTC Days30:00 Going Public in 199436:02 Public vs Private Life38:26 Stepping Down as CEO41:04 Starting Brennan Investment Group44:21 Market Selection Strategy45:37 Learning From Tenants47:03 Scaling Brennan Investment Group49:20 Building the Team50:21 The Trait That Matters Most52:14 LP Appetite and Product Types54:05 Strategic Plan and Operations58:54 Real Estate Cycles01:04:30 Interest Rates and Technology01:07:09 Sacrifice and Work Ethic01:12:50 Building Brennan's Legacy01:14:27 His Daughter's Husband Joins01:16:21 Parental Influence and Motivation01:19:52 Character and Painful Moments01:20:48 Teaching Work Ethic01:22:07 Advice to His Younger Self01:24:16 Reading Recommendations01:26:01 The Stock in Warren Buffett's Wallet01:31:39 Closing Thoughts

Aubrey Masango speaks to Andisa Ramavhunga, Founder and Managing Principal at the VCF, about self-awareness in leadership, recognizing behaviours that may contribute to organizational dysfunction and turning personal change into stronger leadership and healthier workplaces. Tags: Aubrey Masango, 702, Leadership, self-awareness, organizational performance, workplace culture, personal growth, entrepreneurship, management, business leadership The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

You can know your partner incredibly well and still have very different ideas about money. From how much to save and spend to how you share expenses and plan for the future, those differences can shape the financial decisions you make together.In this episode of CIBC Smart Advice, host Carissa Lucreziano sits down with financial psychologist and Certified Financial Planner Dr. Brad Klontz to explore the beliefs and experiences that influence how couples approach money.Brad explains how “money scripts” can develop from our earliest experiences with money, why partners often bring very different financial perspectives into a relationship, and how those differences can actually create greater balance. He also discusses how couples can navigate saving and spending, decide how to share expenses, set individual and shared financial goals, and build a financial system that evolves as their lives change.About Brad KlontzDr. Brad Klontz, Psy.D., CFP®, is an expert in financial psychology, financial planning and applied behavioural finance. He is an Associate Professor of Practice at Creighton University's Heider College of Business, Co-Founder of the Financial Psychology Institute and Managing Principal of YMW Advisors.A Fellow of the American Psychological Association, Brad has written extensively on the psychology of money and has co-authored or co-edited numerous books on the subject. His latest book, Start Thinking Rich, explores the beliefs and behaviours that shape our financial lives. His work has been featured in The Wall Street Journal, The New York Times, The Washington Post, TIME, NPR, Good Morning America and other major media outlets.Resources Mentioned / Links List CIBC's "Smart Advice" Podcast and Website - Website | Apple Podcasts | SpotifyVisit CIBC for more Smart AdviceDr. Brad Klontz – Instagram | YouTube | LinkedInStart Thinking Rich3 Reasons Why You Should Listen to This Episode Understand how childhood experiences and “money scripts” can influence the way you and your partner save, spend and make financial decisions.Learn why there isn't one right way to combine finances, share expenses, or set financial goals as a couple.Discover how regular conversations, greater self-awareness and automation can help couples build a financial system that evolves with their lives.Enjoyed this Episode?If you did, be sure to subscribe and share it with your friends!Talking about money with your partner isn't always easy, but understanding where each person's financial beliefs come from can be an important first step. Whether you're setting shared goals, deciding how to manage expenses or simply checking in on what's working, open conversations can help you build a financial approach that works for both of you.CIBC's Smart Advice hub offers expert insights, practical tools and resources to help you navigate financial decisions together and plan for what comes next.Have any questions? You can connect with me on LinkedIn or through CIBC's Facebook or Instagram.Thanks for tuning in! For more updates, visit our website. You can also listen to more amazing episodes on Spotify or Apple Podcasts.Hosted on Acast. See acast.com/privacy for more information. Hosted on Acast. See acast.com/privacy for more information.

About the episode:Architect Kelly Grace breaks down how thoughtful home design can support indoor air quality, reduce mold risk, and make a house feel healthier day to day. She explains why climate, wall assemblies, insulation, flooring, HVAC, lighting, and bathrooms all matter more than most people realize.This conversation is especially useful for anyone building a home, renovating, or trying to make an existing house safer and simpler. Kelly also shares practical examples from her own work and home, including what she avoids, what she prefers, and why she believes architecture should be both durable and low-tox.About the guest:Kelly Grace is an accomplished architect based out of Washington DC, and the Managing Principal of Travis Price Architects, an award-winning architecture firm, widely applauded for their visionary aesthetics, informed by ecology, mythology, and technology.  TPA seeks to create an enduring archaeology for tomorrow, through culturally diverse inspirations, natural self-reliance, and high-performance building practices.Kelly is known to many as the “NONTOXARCHITECT” on social media, where she shares her advice on material selections, design details, indoor air quality, water filtration, biohacking, EMF mitigation, moisture control, and much more.  She is dedicated to designing healthy buildings, using non-toxic products, to promote wellness habits and optimal living.  Kelly is also a Founding Member of the Healthy Building Alliance, a platform to connect healthy building professionals; architects, builders, engineers, homeowners, consultants, and product manufacturers, to provide a network of resources and educational tools, based on proven building biology and building science principles.  What the episode covers:How Kelly became focused on non-toxic architectureWhy fewer than 10% of homes are designed with an architectHow climate affects materials and wall assembliesWhy walls need to dry properly to help prevent moldInsulation options and why Kelly avoids spray foamHealthier flooring and material choicesBedroom improvements for sleep and indoor air qualityHVAC systems, ventilation, and moisture controlBathroom design and mold preventionSimple home maintenance habits that make a differenceKell's links:Website: www.travispricearchitects.comInstagram: https://www.instagram.com/nontoxarchitect/Stephanie's links:Tiktok: https://www.tiktok.com/@drstephpeacockInstagram: https://www.instagram.com/drstephpeacock/Website: https://stephaniepeacock.com/Substack: https://substack.com/@holistichubcommunityRetreat in November: https://www.vitalresetretreat.com/ code VITAL for discount

On this episode, I spoke to Cheri Martinen about medical, auto, life, and home insurance. I learned so much about each insurance as far as what they pay for and what they don't. I learned about medical and auto claims as far as billing them. I spoke about the issues that I had as a medical biller when it comes to speaking with the providers about their claims and correcting them. The importance of having communication with doctors when it comes to billing claims. It was a really good conversation, and I learned a lot about insurance. A little bit about Cheri Martinen, is a fourth-generation insurance professional, entrepreneur, speaker, and Managing Principal & Equity Owner at OneDigital. After growing her family's independent agency, Bancorp Insurance, she successfully led its acquisition by OneDigital and continues helping businesses protect what they've built. With a background in both insurance and marketing, Cheri specializes in helping business owners understand risk, make smarter decisions, and use insurance as a strategic tool—not just another expense. She has worked with businesses across a wide range of industries, translating complex insurance concepts into practical guidance that helps companies grow with confidence. Known for her approachable, education-first style, Cheri is passionate about empowering business owners through speaking, writing, and online education. Her mission is simple: to make insurance understandable and help people protect the businesses, families, and futures they've worked so hard to build. I hope that you learn from this conversation. Facebook - https://www.facebook.com/profile.php?id=61575834316721LinkedIn - https://www.linkedin.com/in/cheri-martinen-a6002725/Instagram handle – @cheri_martinenAmazon Books - https://a.co/d/01V9fXkWOne Digital - https://www.onedigital.com/en-US/solutions/business-insurance/Become a supporter of this podcast: https://www.spreaker.com/podcast/a-happier-you-leads-to-a-healthier-you--5161886/support.

Everyone wants to apply AI to drug development. But what if the smartest place to start isn't the technology at all—it's the bottleneck. In this episode of Med Tech Gurus, we sit down with Anastasia Christianson, former innovation and AI leader at Pfizer and Johnson & Johnson, now Managing Principal at EPAM Systems, to explore how artificial intelligence can move beyond experimentation and begin transforming clinical development. Anastasia makes a compelling case that successful AI adoption starts not with tools, but with business problems—specifically the friction points slowing trial design, patient recruitment, protocol optimization, and execution. Rather than chasing "AI everywhere," she argues companies should focus AI where it can solve high-impact challenges and deliver measurable outcomes. We dive into digital twins, virtual trials, synthetic control arms, and AI-driven patient engagement, exploring how these technologies are already improving clinical trial design and could ultimately reshape how therapies are brought to market. Anastasia also shares practical lessons on change management, scaling innovation inside complex organizations, and why process redesign—not technology alone—is often what determines whether transformation succeeds. If you're interested in AI in pharma, clinical trial innovation, digital twins, drug development, or biotech strategy, this episode offers a compelling roadmap for where the next wave of innovation is heading.

Protecting Your Architecture Firm Before Problems BeginProtecting your architecture firm starts long before a claim or costly mistake occurs. In this episode, Mark R. LePage sits down with Zachary Waters, Managing Principal of Black Swan Insurance Services. Zach helps architecture and engineering firms understand risk, insurance, and the steps they can take before problems begin.Zach breaks down professional liability in clear, practical terms for small firm owners. He explains why building the right team of advisors matters and how to better understand your insurance coverage. He also shares simple ways to identify risks early and make smarter business decisions.The conversation also explores how AI is changing the risk landscape for architecture firms. Zach discusses emerging liability questions and why firm owners should pay attention now. This episode offers practical guidance to help you protect your firm while building a stronger business.This week at EntreArchitect Podcast, Protecting Your Architecture Firm Before Problems Begin with Zachary Waters.Learn more about Zach at Black Swan Insurance Services, or connect with him on LinkedIn.Please Visit Our Platform SponsorsInPro helps architects create buildings that stand up to everyday wear without compromising the design vision. As a trusted partner and single-source supplier, they make it easier to specify products that protect both your projects and your reputation. Learn more at InPro.com and tell them EntreArchitect sent you.ARCAT makes finding architectural product information simple. Access specifications, CAD details, BIM objects, and sustainability documentation from thousands of manufacturers—all free, with no paywalls or registration required. Explore the platform architects trust every day at ARCAT.com.WeCollabify is one of EntreArchitect's trusted allied partners, helping architecture firms build capacity through integrated design, BIM, and technical professionals who work directly within your team. Their goal to help firm owners create the capacity they need to better serve clients, support their teams, and make confident long-term growth decisions. Learn more at WeCollabify.com/EntreArchitect.Visit our Platform Sponsors today and thank them for supporting YOU... The EntreArchitect Community of small firm architects.Mentioned in this episode:DATM

Episode 31 of Guardians of M365 Governance: Post-summer, we're back — and diving into one of the most overlooked pieces of the Copilot conversation: value realization.Joy Apple, Ragnar Heil, and Christian Buckley welcome Lisa Vanderlip, Managing Principal at WyseMinds and a 12-year Microsoft veteran, to unpack why adoption metrics alone don't prove Copilot is delivering business value — and what leaders should be measuring instead.WHAT YOU'LL LEARN IN THIS EPISODE:→ Why login counts and prompt volume are lagging indicators, not proof of value→ How to define value at three levels: individual, department, and organization→ Why "productivity" as a metric is a trap — and what to measure instead→ How Copilot Studio's consumption-based pricing changes the governance conversation: not every use case justifies a premium agent running on expensive models→ Total cost of ownership: licensing, readiness, deployment, and token costs weighed against measurable outcomes→ Moving beyond promptathons and generic "Copilot for Excel 101" training toward scenario-based enablement→ Evolving champions programs into a forward-deployed model pairing technical owners with business owners accountable for KPIs→ Why organizations that let teams "earn" tool access through business justification saw dramatically faster deployment→ The one question rarely asked in AI tool pitches: "What are you actually measured on at the end of the year?"→ Why Viva Insights and Copilot Dashboard adoption remains low — and what to measure insteadLisa shares real examples from her work helping organizations turn AI experimentation into sustained change through ownership, accountability, and outcome-driven enablement — plus why governance now has to include cost conversations, not just data and compliance conversations.This episode is essential viewing for IT decision-makers, governance leads, Copilot program owners, and anyone responsible for proving Copilot's business case beyond the license spend.ABOUT GUARDIANS OF M365 GOVERNANCE:A monthly webcast dedicated to everything governance across the Microsoft 365 and Copilot ecosystem. Have a topic, question, or guest suggestion? Drop a comment — we'd love to hear from you.

Send us Fan MailWe spend roughly 90% of our lives indoors, but how often are our homes actually designed with our health in mind?In this episode of Never Been Sicker, Michael Rubino sits down with Kelly Grace, a non-toxic architect, to uncover what goes into creating a truly healthy home.Kelly explains why conventional architecture and building practices often prioritize cost, aesthetics, efficiency, and basic safety while overlooking how materials and design choices can affect the people living inside.They dive into building materials, moisture and mold, ventilation, flooring, drywall, furniture, mattresses, air quality, and the hidden decisions that can make the difference between a beautiful home and a health-supporting one.Kelly also reveals materials she personally avoids, why she believes drywall has no place in bathrooms, the problems she sees with popular flooring options like LVP, and why even brand-new homes can develop moisture problems.-----------------------------------------------------------------------------------------------CHAPTERS:00:00 Introduction01:00 What Is a Non-Toxic Architect?04:00 Why Kelly Started Designing Healthier Homes07:00 Are Modern Homes Actually Built for Health?10:00 The Problem With Conventional Building Materials14:00 Mold, Moisture & Modern Construction18:00 Why Kelly Wouldn't Put Drywall in a Bathroom22:00 Building Codes vs. Human Health26:00 The Ventilation Problem30:00 Flooring a Non-Toxic Architect Avoids34:00 Hidden Toxins in Furniture & Mattresses39:00 Why New Homes Can Still Have Mold44:00 Building a Healthy Home From Scratch49:00 Healthier Changes You Can Make Right Now54:00 Kelly's Biggest Healthy Home Takeaways57:00 Where to Find Kelly Grace-----------------------------------------------------------------------------------------------Kelly Grace is an accomplished architect based out of Washington DC, and the Managing Principal of Travis Price Architects, an award-winning architecture firm, widely applauded for their visionary aesthetics, informed by ecology, mythology, and technology.  TPA seeks to create an enduring archaeology for tomorrow, through culturally diverse inspirations, natural self-reliance, and high-performance building practices.Kelly is known to many as the “NONTOXARCHITECT” on social media, where she shares her advice on material selections, design details, indoor air quality, water filtration, biohacking, EMF mitigation, moisture control, and much more.  She is dedicated to designing healthy buildings, using non-toxic products, to promote wellness habits and optimal living.  Kelly is also a Founding Member of the Healthy Building Alliance, an up-and-coming platform to connect healthy building professionals; architects, builders, engineers, homeowners, consultants, and product manufacturers, to provide a network of resources and educational tools, based on proven building biology and building science principles.Kelly and her husband Matt live in Davidsonville, MD with their three children, Atlas, Adelyn, and Roark, twenty chickens, and dogs Blue and Ruby.

Advanced R&D Architecture: Eliminating Bioavailability Bottlenecks and Scaling Product Formulation with Vardan Ter-AntonyanIn a recent episode of The Thoughtful Entrepreneur Podcast, host Josh Elledge sat down with Vardan Ter-Antonyan, Founder and Managing Principal of Ter-Antonyan Consulting LLC, to examine the complex technical hurdles and scaling friction that routinely derail product development across the pharmaceutical, nutraceutical, dietary supplement, and functional food sectors. Vardan, an international R&D consultant, formulation scientist, and operational strategist, details how life sciences and consumer packaged goods enterprises can overcome low ingredient solubility and commercial manufacturing bottlenecks. This conversation provides a comprehensive, technical guide for R&D directors, technical founders, and operations leaders looking to deploy advanced drug delivery systems, improve product bioavailability, and leverage Lean Six Sigma methodologies to accelerate time-to-market.The Advanced Delivery Architecture: Deploying Nanotechnology and Streamlining Scale-Up ManufacturingThe primary technical bottleneck stalling the commercial viability of modern pharmaceutical and nutraceutical formulations is poor water solubility among active lipophilic compounds, which frequently results in minimal gastrointestinal absorption and wasted active ingredients. Vardan Ter-Antonyan explains that when a technical team relies on conventional formulation methods for oil-based actives, bioavailability can drop to single-digit percentages, eroding consumer efficacy and inflating raw material expenses. To overcome these absorption limits, forward-thinking R&D teams must deploy advanced nanotechnology platforms—such as self-nanoemulsifying drug delivery systems (SNEDDS), liposomal encapsulation, and cyclodextrin inclusion complexes—to dramatically increase active surface area. Incorporating controlled-release technologies like hydrogels or multi-layer tablet matrices further optimizes therapeutic delivery, giving brands a distinct, scientifically validated edge in competitive consumer markets.Translating complex laboratory formulations into predictable, large-scale commercial manufacturing requires a disciplined bridge between technical R&D and operational execution. Many emerging startups and mid-market product brands encounter severe scale-up failures because early-stage formulation choices fail to account for commercial equipment tolerances, raw material variations, or regulatory compliance standards. Applying Lean Six Sigma principles and root-cause analysis allows technical leaders to map every step of the manufacturing pipeline, systematically eliminate operational waste, and standardize production variables before committing capital to full-scale runs. This data-driven, engineering-first approach prevents costly batch rejections, shortens regulatory review timelines, and ensures that innovative formulations maintain their integrity during high-volume production.Furthermore, sustaining long-term innovation in highly regulated CPG and health sectors demands an agile executive mindset that balances rigorous scientific discipline with operational flexibility. Technical founders must avoid spreading critical R&D resources across unproven initiatives, choosing instead to prioritize high-yield projects like functional beverages, dissolvable powders, or oral pouches that solve clear consumer pain points. Drawing parallels to high-altitude mountaineering, technical leadership requires endurance, clear risk assessment, and the strategic agility to adjust formulation roadmaps when real-world production data demands a pivot. When cutting-edge delivery science, Lean Six Sigma operational controls, and clear portfolio prioritization are synthesized into a single R&D architecture, an enterprise eliminates technical bottlenecks, safeguards its margins, and predictably expands its market equity.About Vardan Ter-AntonyanVardan Ter-Antonyan is the Founder and Managing Principal of Ter-Antonyan Consulting LLC, a prominent formulation scientist, and a global operations strategist with over two decades of cross-industry experience. Specializing in pharmaceuticals, dietary supplements, functional foods, cosmetics, medical devices, and cannabis, Vardan helps technical teams solve complex bioavailability challenges and scale manufacturing processes. He is the author of The C-Suite Bible, host of his own industry podcast, and an expert consultant dedicated to eliminating technical bottlenecks for emerging and established product brands.About Ter-Antonyan Consulting LLCTer-Antonyan Consulting LLC is an elite technical advisory firm and operational consultancy engineered to help life sciences, CPG, and supplement companies accelerate product development and scale manufacturing. The firm specializes in delivering custom bioavailability enhancement playbooks, nanotechnology delivery integration, Lean Six Sigma process optimization, and lab-to-commercial scale-up support. Through rigorous root-cause audits and tailored R&D roadmaps, Ter-Antonyan Consulting LLC enables organizations to remove technical debt, improve product performance, and maximize enterprise valuation.Links Mentioned in This EpisodeTer-Antonyan Consulting LLC Official Website: vardanterantonyan.comVardan Ter-Antonyan on LinkedIn: linkedin.com/in/vardanterantonyanKey Episode HighlightsImproving Bioavailability via Nanotechnology: Deploying nanoemulsions, liposomes, and SNEDDS to overcome lipophilic compound solubility limitations and maximize active ingredient absorption.Engineering Controlled-Release Systems: Utilizing multi-layer matrices and micro-encapsulation to deliver sustained-release profiles for functional foods and pharmaceuticals.The Lab-to-Commercial Scale-Up Framework: Applying Lean Six Sigma methodologies to eliminate manufacturing waste and prevent batch rejections during commercial scale-up.Root-Cause Bottleneck Identification: Auditing R&D workflows and production data to resolve technical obstacles stalling product launch timelines.Agile R&D Portfolio Prioritization: Concentrating technical capital on high-ROI delivery formats like oral pouches, dissolvable powders, and functional beverages.ConclusionThe conversation with Vardan Ter-Antonyan underscores that accelerating product innovation in regulated markets requires an intentional balance of advanced formulation science and rigorous operational discipline. By standardizing internal R&D governance, embracing modern nanotechnology delivery platforms, and systematically eliminating scale-up friction, business leaders can transform complex technical concepts into highly structured, self-sustaining commercial assets.More from The Thoughtful Entrepreneur

Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, explains why rising forward earnings estimates should continue to support stocks and why he expects tech to lead despite potential headwinds over the next two months. Earnings from Cisco and Cerebras, including reaction from Wedbush's Matt Bryson. David Snyder, Managing Principal and Chief Investment Officer at Journey 1 Advisors, explains why he remains heavily invested but has added hedges as he prepares for the possibility of a correction or bear market. He identifies a potential oil price spike as a key risk that could tighten financial conditions. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

.entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/6BAhYyRQAlmf5YteAOrCI0 As automation and algorithms take on more financial analysis, the role of the finance leader is under increasing scrutiny. Boards and founders are asking what truly requires human judgment at the top of the finance function, and what can be handed over to machines. In this episode, Kevin Appleby talks with Rick Sanchez, Managing Principal and CEO of Robyn Consulting Group, about whether AI can replace the CFO. They explore how AI can accelerate decision-making, supercharge FP&A, streamline routine workflows, and deepen insight into unit economics, pricing, and retention, while highlighting why strategy, interpretation, and stakeholder leadership still demand an experienced finance executive. The discussion turns this vision into practical guidance: building a robust financial operating system, using AI to lower barriers to building and scaling SaaS products, and applying data to pricing and recurring revenue models. Rick also looks ahead to how fractional CFO services will evolve, arguing that those who blend FP&A expertise with AI tools will be best placed to solve complex problems. and that AI is ultimately a force multiplier for CFOs, not a replacement. Key topics covered: Rick outlines his transition from corporate revenue management and FP&A into a fractional CFO role, bringing Fortune 500–style tools and frameworks to founder-led and SaaS businesses. He explains why unit economics (price, quantity, and retention) are central levers for SaaS growth and how exercises like MRR growth ceiling analysis reveal where to focus effort. The conversation dives into pricing strategy, including starting with lower prices to acquire customers, then using value-based increases and retention to drive long-term profitability. Rick and Kevin explore how AI will reshape finance, from automating routine tasks to enhancing planning, analytics, and CEO decision-making, while still requiring human oversight and strategic judgment. They discuss how AI is lowering barriers to entry in SaaS, enabling rapid prototyping and go-to-market, while highlighting that distribution, marketing, and scalable business models still determine success. Looking ahead, Rick predicts strong growth in fractional CFO services powered by AI and bespoke FP&A tooling, and stresses clear differentiation between bookkeeping, controllership, and high-value CFO advisory work. Links Rick Sanchez on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:00:01 – Rick's background and journey from corporate CFO roles to founding his own fractional CFO firm, working with startups and founder-led businesses. 0:01:39 – Deep dive into his corporate career in technology, revenue management, and FP&A, and how those disciplines shape his current advisory approach. 0:04:31 – Discussion of specialization in SaaS and tech companies, including unit economics, recurring revenue, and the critical importance of retention. 0:07:52 – Practical pricing strategies for startups and established firms, covering low-entry pricing, retention dynamics, and managing paid-in-full and deferred revenue. 0:21:39 – Core segment on AI in finance and fractional CFO work, how AI can automate tasks, elevate decision quality, and fit into a layered financial operating system. 0:28:17 – How AI reduces product development friction in SaaS, plus the remaining challenges around scaling, marketing, and infrastructure for young tech CEOs. 0:36:22 – Future trends: growth in fractional CFO demand, the role of creativity plus AI in solving complex problems, and the rise of in-house FP&A tools tailored to niche markets. 0:39:52 – Closing reflections on AI's long-term impact on finance, the necessity of clean and accurate data, and the upskilling imperative for finance professionals. Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

Season 8, Episode 5: How did Madison Realty Capital grow from a $10M fund into one of the most active private credit platforms in real estate? Today, we sit down with Josh Zegen, Co-Founder and Managing Principal of Madison Realty Capital, to break down how MRC built its lending business before private credit became an institutional asset class. Josh shares how the firm survived the GFC, became vertically integrated, and scaled into a major capital source for sponsors when banks pulled back. Whether you're interested in distressed debt, construction lending, office-to-residential conversions, or today's maturity wall, this episode is a must-listen. Join us as we dive into how Madison thinks about risk, rescue capital, borrower relationships, and finding opportunity in a volatile market. Shoutout to our sponsor, Lennar Investor Marketplace. New construction rental investments with comps, returns, and underwriting built in. TOPICS 00:00 – Introduction to Josh Zegen and Madison Realty Capital 05:00 – The Early Private Credit Opportunity 10:53 – Surviving the GFC and Taking Over Assets 15:45 – Becoming a Construction Lending Powerhouse 19:00 – Back Leverage and Lending to Lenders 24:12 – Distress, Rescue Capital, and Loan Workouts 31:24 – Fundraising, Insurance Capital, and Investor Demand 35:44 – The Pfizer Office-to-Residential Conversion 42:40 – West Palm Beach, Florida, Texas, and Hot Markets 48:12 – Recaps, Volatility, and Building Through the Cycle For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

As part of NIC's Active Adult podcast series, host Caroline Clapp sits down with Kimberly Byrum, Managing Principal, Multifamily, at Zonda Advisory Group, to share insights on how developers and investors can use data to identify the right markets and product for active adult rental communities.Byrum draws on Zonda's market study work to explain how demand sizing for active adult differs from conventional multifamily — shifting from jobs-driven econometric models to a more demographic-driven approach centered on financial characteristics, the existing pool of 55-plus renters, and mobility patterns. The conversation covers current supply and occupancy trends, how to track a market's development pipeline, and a framework for evaluating and ranking markets.The episode also dives into product fundamentals — unit mix, optimal project size, and market penetration and saturation analysis — along with which amenities deliver the strongest ROI. Byrum wraps up with a candid look at common site-selection mistakes and where she sees underwriting standards heading as the sector matures.This episode offers a practical, data-backed look at how to evaluate markets and products for active adult today. Thank you to Treplus Property Management for sponsoring this episode.Want to join the conversation? Follow NIC on LinkedIn.We want to hear from you! Let us know what you think of NIC Chats by giving us a review on Apple Podcasts, Spotify, or wherever you listen. 

Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the structural case for owning commodity producer equities rather than commodity futures — the tax efficiency, the equity risk premium layered on top of the commodity exposure, and the 50+ year track record of outperforming global equities by roughly 2% a year. He walks through how RPAR and UPAR construct the sleeve using the broad Morningstar Global Upstream Natural Resources Net Return Index (roughly a third energy, a third industrial and precious metals, a third agriculture), why diversification within the sleeve matters more than picking a single subsector, and why the diversification benefit shows up most when it's needed most — 2022 (equities down 18%, producers up 15%), Q1 2026 (equities down 3%, producers up 20%), and the 1970s (13%+ annualized for a full decade of stagflation). He also gets candid about the behavioral difficulty of holding this sleeve as a standalone position — the 20-30% higher volatility versus global equities, the extended stretches where it deviates significantly from the broader market, and why rebalancing across the risk-parity buckets is what actually captures the long-run edge. The conversation closes with the practical case for RPAR versus a traditional 60/40: what inflation looks like when you zoom out over 100 years, why "low and stable" is the abnormal regime rather than the normal one, and where inflation-linked bonds fit alongside the commodity producer sleeve. Topics covered: (00:00) Opening — another Lead-Lag Live single-topic risk-parity conversation with Alex Shahidi (00:30) Alex introduces Evoke Advisors, RPAR and UPAR, and the risk-parity framework (02:18) Why commodity producer equities instead of commodity futures — tax efficiency and the equity risk premium (04:13) Devil's advocate: are gold miners and other producers actually equities in disguise? (05:09) How the broad producer index is constructed — energy, metals, agriculture, and why diversification within the sleeve matters (06:07) Contango, backwardation, and why the futures path complicates the futures-based approach (07:27) Historical case study — 2022 (equities -18%, producers +15%) and Q1 2026 (equities -3%, producers +20%) (08:50) The 1970s parallel — 13%+ annualized during a decade of stagflation (10:10) Why correlation is a byproduct — divergence shows up when you need it most (12:05) The 55-year track record — 2% annualized outperformance vs global equities, liquid and tax efficient (13:32) Currency exposure and dollar sensitivity in the producer sleeve (14:27) The behavioral challenge — 20-30% more volatile than equities and the discipline required to hold it (17:40) Rebalancing as programmatic mean reversion — why trimming winners matters over full cycles (19:37) Making the case for RPAR versus a traditional 60/40 — the inflation-hedge gap (20:36) Zooming out — 100 years of inflation history and why "low and stable" is the abnormal regime (21:31) Where inflation-linked bonds fit alongside the producer sleeve in a full risk-parity framework About Evoke Advisors: Evoke Advisors is a large, independent registered investment advisor headquartered in Los Angeles, co-founded by Alex Shahidi. The firm co-portfolio-manages the RPAR Risk Parity ETF and the UPAR Ultra Risk Parity ETF, both built on the principle that a balanced portfolio should diversify across economic environments — not just across asset classes. Where to find Alex and Evoke: Website: evokeadvisors.com RPAR + UPAR ETFs: rparetf.com The Lead-Lag Report: leadlagreport.com Sponsored by Evoke Advisors: The RPAR Risk Parity ETF (RPAR) and UPAR Ultra Risk Parity ETF (UPAR) offer diversified, all-weather exposure across global equities, Treasuries, TIPS, gold, and commodity producers — engineered to balance risk across four economic environments. Learn more at rparetf.com. Important disclosures: This podcast is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing. Past performance is not indicative of future results. RPAR and UPAR are subject to market risk, interest rate risk, commodity risk, and other risks disclosed in the fund prospectus. Investing in commodity-related equities involves the risks of the underlying commodities markets, including significant price volatility. Please read the prospectus carefully before investing. Support the show

Alex Shahidi, Managing Principal at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, joins Michael Gayed on Lead-Lag Live to unpack why gold belongs at the core of a modern risk-parity portfolio — and why the traditional 60/40 keeps failing in inflationary regimes. In this first of a new series of narrower, single-topic risk-parity conversations, Alex walks through the three-step framework behind RPAR and UPAR, explains why correlation is a byproduct rather than a driver of diversification, and makes the structural case for gold as an anti-paper-money hedge against fiat debasement, sovereign debt monetization, and central-bank de-dollarization. Topics covered: (00:00) A different kind of Lead-Lag Live — post-close, single-topic risk-parity series with Alex Shahidi (00:57) The three-step risk-parity framework: diverse asset classes, risk-balancing, and rebalancing (02:15) Why the traditional 60/40 concentrates almost all risk in stocks (02:44) Correlation is a byproduct — the four economic environments that actually drive returns (04:26) Adding assets with the opposite inflation bias: gold, commodities, and TIPS (04:50) The growth-vs-inflation quadrant framework and reading market-implied environments (06:18) Gold as an investment: cutting through the gold-bug and gold-skeptic extremes (07:13) The 55-year track record — gold's return, low correlation, and diversification value (08:40) Inside RPAR: why gold is separated from commodity producers as its own bucket (09:53) How gold behaves like a bond in a downturn — the Q1 2020 case study (11:20) When gold doesn't outperform: the liquidity-tightening exception (12:17) The narrative around gold — why every asset needs a story for capital to flow (13:15) Fiat debasement, currency printing, and gold's structural tailwind (14:43) Central-bank de-dollarization since 2022 and the shift into gold reserves (16:08) The bear case: what would derail gold from here (16:33) "Why buy something that yields nothing?" — the pricing-power counterargument (18:24) Building a portfolio with meaningful gold exposure to balance equity risk (19:41) Bullish on diversification, not predictions — the discipline of rebalancing (20:39) Closing thoughts on the new single-asset-class series with Alex About Evoke Advisors: Evoke Advisors is a Los Angeles–based independent wealth-management firm. Alex Shahidi co-manages the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, applying a systematic risk-parity approach designed to balance exposures across the four macro environments — rising and falling growth, rising and falling inflation. Where to find Alex Shahidi: Evoke Advisors: evokeadvisors.com LinkedIn: Alex Shahidi, CFA, CIMA The Lead-Lag Report: Get Michael's institutional-grade macro research and market analysis. leadlagreport.com Sponsored by Evoke Advisors: Evoke's risk-parity strategies — RPAR and UPAR — offer diversified exposure across global equities, commodities, gold, and treasuries designed to perform across all four macro environments. Learn more at evokeadvisors.com. Disclaimer: The content of this podcast is for informational purposes only and is not intended as personalized investment advice. Views expressed reflect the current opinions of Michael A. Gayed, CFA, and guests as of the date recorded, are subject to change without notice, and do not represent the views of any firm or entity. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial advisor before making investment decisions. Lead-Lag Media and its principals may hold positions in the securities discussed. Support the show

Daniel Hoffman, Ret. CIA Senior Clandestine Services Officer and a Fox News ContributorTopic: Trump says tentative ceasefire is over; Trump at NATO Brian Falconer, Structural Engineer and Managing Principal at Severud Associates Consulting EngineersTopic: High rise in Midtown on the verge of partial collapse Matt Rooney, Founder and Editor-in-Chief of SaveJersey.comTopic: Debate with John Bramnick Patrick J. Brosnan, Retired and Decorated NYPD Detective and the host of "Pat Brosnan: Live From the Batcave" Saturdays at 9 a.m. on AM 970 The AnswerTopic: Security of Midtown high rise on the verge of collapse and surrounding buildings, and the NYPD's role in securing the safety of civilians Lt. Col. Robert Maginnis, a retired U.S. Army officer and an experienced military analyst with on-the-ground experience inside Russia and Ukraine and the author of "Preparing for World War III"Topic: Trump says tentative ceasefire is over Dr. Marc Siegel, physician, Professor of Medicine at the NYU Langone Medical Center, author of "The Miracles Among Us," and contributor to Fox NewsTopic: Legionnaire's outbreak in NYC; New sleep recommendations 9 Gianno Caldwell, Fox News Political Analyst, founder of the Caldwell Institute for Public Safety and the host of the "Outloud with Gianno Caldwell" podcastTopic: Graham Platner allegations; Addressing crime from Fourth of July weekendSee omnystudio.com/listener for privacy information.

In this episode of the Passive House Podcast, Ilka Cassidy talks with Michelle Apigian, Managing Principal and ESG Director at ICON Architecture, about the moment that changed how she thinks about building design, Icon's path to becoming a high-performance practice in Massachusetts, and the unique challenges of bringing Passive House principles to occupied and existing buildings. Michelle also shares her wish list for the industry and where she believes architects have the most power to make a difference.https://www.iconarch.com/Join us on the Reimagine Buildings Collective: https://collective.reimaginebuildings.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.

Selling your company can look like "the big win." The check clears. The headlines sound nice. Maybe someone even posts a tasteful LinkedIn announcement with way too many gratitude emojis. Then comes the hard part: contracts, systems, data, cyber risk, SOPs, people, processes, and the tiny little question that can wreck a deal: Can this business actually run without you? In this episode of The Liquid Lunch Project Podcast, Matt sits down with Mark Sims, Managing Principal of Technology Solutions at ConsultMSG, to talk about what business owners need to fix before private equity shows up with a checkbook. Yes, they talk about what happens after a private equity deal closes. New boss. New board. New systems. New rules. Weird vibes in the Monday meeting. But the bigger warning is this: if your business is held together by handshake deals, tribal knowledge, messy data, and "Judy knows where that file is," you may not get the valuation, speed, or smooth transition you were hoping for. Mark breaks down how technology, clean data, documented processes, AI, cybersecurity, and basic operational discipline can protect company value before a sale…or quietly drain it when buyers start looking under the hood.  

Welcome to the TalkDesign Podcast, the space where creativity meets conversation. In this episode, award-winning designer Adrian Ramsay welcomes custom residential expert Kelly Grace for a deeply human look at what happens when a lifetime of design exposure shapes a mission for structural wellness. From her childhood spent running around job sites as her father's painting sidekick to teaching global design-build courses that honored ancient cultures, Kelly has always viewed the home through a narrative lens. She reflects openly on her professional training during the 2008 recession, working demanding daylight hours on structural renovations before practicing architecture late into the evening for three straight years.The heart of Kelly's perspective on non-toxic architecture crystallized through an unexpected family chapter, living with her husband and young children inside a simplistic live-aboard yacht with the Washington Monument straight off the bow. Witnessing her children encounter severe, ongoing respiratory issues opened her eyes to the hidden dangers of standard marine carpets and sealed environments, prompting her to completely question conventional construction practices. This personal turning point redirected her entire career, driving her to become a passionate advocate for building biology and clean materials as the Managing Principal of Travis Price Architecture.Adrian and Kelly share a wonderful connection as fellow creatives who believe that great design relies on real empathy and listening to a client's authentic story. They discuss the intimate dynamics of their design discovery meetings, where popping a bottle of wine allows them to dive past rudimentary logistics into the deeper habits of daily life. From crafting homes that float suspended over steep cliffs in Rock Creek Park to understanding a couple's blended Estonian and Argentinian heritage through saunas and outdoor kitchens, this conversation proves that exceptional residential outcomes are born when you stop looking for generic projects and start building for great people who welcome the adventure. Hosted on Acast. See acast.com/privacy for more information.

Investors often use inflation swaps and breakevens — the difference in yields between nominal Treasuries and TIPS — to deduce market participants' inflation expectations. These measures also change from new TIPS issuance, shifting inflation risk, and a liquidity premium, however, making them imprecise gauges of estimates for future inflation. In this episode, we talk with Mike Ashton, Managing Principal at Enduring Investments, about how TIPS and swaps compensate investors for inflation, how closely they reflect inflation expectations, and what they tell us about expectations for the War in Iran. Simply Put: Expert perspectives on the trends influencing fixed income, banking, and the macro landscape, hosted by FHN Financial's Macro Strategist, Will Compernolle. Tune in to better understand what's moving the markets and what to keep an eye on in the weeks and months ahead. Listen and subscribe wherever you get your podcasts.

On this episode of our "Leaders in ERP Series", Shawn Windle, Founder and Managing Principal at ERP Advisors Group, speaks with Jeff Weiss, Chief Revenue Officer at CMiC. Windle and Weiss discuss the trajectory of the construction industry, the growing impact of AI, and the evolution of modern construction ERP solutions.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

Accounting Voices is a senior leadership platform hosted by Rob Brown that interprets the forces reshaping accounting firms across North America and beyond.This "AI Reality Inside Firms" series brings together influential accounting leaders to answer the same five structured questions about how AI is actually landing inside firms.No hype. No vendor narratives. Just honest leadership perspective from someone navigating AI from the inside.Today's special guest is Richard Lynch, Managing Principal at SikichThe five questions:Where is AI genuinely reshaping strategic direction for firms?What are firms still getting wrong about AI?Which AI-related leadership decisions will matter most over the next two years?Where is AI creating the greatest internal tension in firms?By 2027, what will separate leading firms from the rest?Five questions. One honest conversation. Part of a season that is building a definitive picture of AI reality inside accounting firms in 2026.Watch this episode on YouTube: https://youtu.be/XH-aZYSN_VUThank you to our Season Partners for making this series possible.Fieldguide is the AI-native platform for audit and advisory enabling human and AI collaboration to scale capacity, improve quality and transform how firms operate. fieldguide.ioInstead is the first AI agent that owns end-to-end tax from research, planning, filing, and defense all in one system. It replaces CCH, GoSystems, UltraTax, Lacerte, ProConnect, Drake and many more. instead.comKarbon is the global leader in AI-powered practice management software for accounting firms. Their research into how technology is reshaping firm performance is essential reading for anyone leading a firm in 2026. karbonhq.comDigits is the world's first AI-native accounting platform. It's accounting software that works for you to deliver real-time financials and automate the month-end close. digits.comFiled is the intelligent tax workspace for preparation and review automation and the only AI for prep, review and planning that runs inside your tax software especially made for high-volume firms. filed.comAccounting Voices is a senior sense-making platform for firm owners, managing partners and senior operators navigating the forces reshaping accounting firms. Host Rob Brown convenes structured conversations with leaders across the profession to interpret what AI, private equity, consolidation and leadership pressure mean in practice.This season, AI Reality Inside Firms, brings together senior accounting firm leaders answering the same five structured questions about how AI is actually landing inside firms, separating execution from narrative.Find all episodes on your preferred podcast platform or on the Accounting Voices YouTube channel. https://www.youtube.com/@accountingvoicesTo find out more or to explore season partnership opportunities, connect with Rob on LinkedIn. https://www.linkedin.com/in/therobbrown

In this episode, Chris sits down with Josh Zegen, Co-Founder & Managing Principal of Madison Realty Capital, a $25 billion real estate private credit firm he started with his college roommate in 2004. They dig into how he built one of the largest private lenders in the country starting from a desk in his dad's law office - and why he still thinks of himself as a businessman first and a real estate guy second. Josh got into lending almost by accident. Laid off from a VC firm at 26 when the dot-com bubble burst, he took one mortgage deal nobody else would do, saw how fragmented and non-institutional the market was, and built a fund around it before "private credit" meant anything. Chris and Josh go deep on surviving '08, reinventing the business when capital dried up, and how Madison grew into a platform that now lends to other lenders. They discuss: How Josh went from a laid-off VC associate living back home to founding a $25B firm Surviving '09 - including giving up 50% of the company for a $50M anchor that collapsed at the last minute Why he built servicing, asset management, and capital raising in-house instead of outsourcing The $10B back-leverage book that makes Madison the lender to ~100 other private lenders The $720M single loan behind the largest office-to-residential conversion in NYC Where he sees real estate credit headed - and why he stays away from office, data centers, and anything "binary" Timestamps:(00:00) Intro(00:52) Rate Volatility and a Stalled CRE Investment Market(09:44) What's Getting Done Today: Construction, Conversions, and Recaps(18:49) Founding Madison: Seeing Opportunity in a Fragmented Market(25:19) The GFC: Gating Investors and Going Vertically Integrated(31:26) The $50M REIT Deal That Nearly Ended Madison—And the Door It Opened(44:28) Why Borrowers Now Prefer Private Credit Over Banks(47:17) In-House Loan Servicing as Madison's Competitive Edge(49:06) The Back Leverage Business: Lending to Private Lenders(55:35) Capital Markets Expansion and Staying True to Real Estate(1:05:55) The Pfizer Deal, Lifecycle Lending, and Madison's Road Ahead(1:15:06) Staying Relevant by Constantly Innovating and Looking for Acquisition Opportunities ----- Presented by Airshare: Trusted across the country for fractional ownership, jet cards, charter, and aircraft management, Airshare gives you a smarter way to fly private - over 25 years of experience, operating their own fleet, with the top safety ratings in the industry. Drive up to the FBO, walk on, and go. Go to flyairshare.com to learn more. ----- Sponsored by: Collateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms - the kind of marketing collateral that helps you close capital. Learn more at collateral.com/fort. Relay Human Cloud helps you build a highly skilled global team that operates as a true part of your business - not an outsourced vendor. From accounting to operations, Relay's talent works inside your systems and alongside your local team, unlocking 24-hour productivity and significant cost savings. Learn more at https://www.relayhumancloud.com/powers-podcast/ ----- Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO

Brandon Sedloff and Brian Kosoy explore the transformation of retail real estate from distressed contrarian bet to institutional favorite. Kosoy, CEO of Sterling Organization, explains how his firm built a $4 billion vertically integrated shopping center platform by staying committed to retail through 15 years of headwinds—from the financial crisis through the retail apocalypse and COVID-19. He shares his unconventional path from failing out of Canadian schools to practicing real estate law in New York, then launching Sterling Organization in the summer of 2007, just as credit markets froze. They discuss: - Why vertical integration creates competitive advantages in tenant relationships and lease structuring that third-party management cannot replicate - The structural supply-demand imbalance driving a potential seven-year rent growth supercycle in grocery-anchored shopping centers - How being pigeonholed as "the shopping center guys" during a 15-year downturn created a durable moat as institutional capital returns to the sector - Why the average shopping center deal size makes it nearly impossible for large allocators to deploy $500 million quickly with quality managers - The difference between generating alpha in negative beta environments versus riding positive beta waves This episode examines how conviction through market cycles builds institutional platforms that can't be replicated by trend-followers or capital chasers. Links: Sterling Organization - https://www.sterlingorganization.com/about/ Juniper Square - https://www.junipersquare.com/ Brandon on LinkedIn - https://www.linkedin.com/in/brandonsedloff/ Topics: (00:00:00) - Intro (00:02:01) - Brian's background and career (00:16:08) - Building Sterling Organization (00:25:48) - Key stats for Sterling Organization (00:30:16) - Building conviction in the shopping center business (00:33:54) - Structural changes and themes for the industry in the future (00:40:23) - Vertical Integration (00:43:49) - Institutional Capital (00:46:20) - Common misconceptions about retail (00:50:19) - Things to keep an eye on

This week, Jack Sharry talks with Steve Gresham, Founder and Managing Principal at NextChapter. With more than 40 years in asset and wealth management, Steve has spent his career working on growth issues as an executive and as an advisor to executives. He has also played a key role in developing major industry innovations, including managed accounts, target-date funds, wealth strategies, and practice management. Steve talks with Jack about why advisor capacity is becoming the defining driver of enterprise value. He discusses how firms can build their enterprise value through four key levers—headquarters-led capabilities, hybrid tech and human delivery, retention, and client acquisition. Steve further explores why advisory capacity is the new growth currency in wealth management and how AI accelerates this shift. In this episode: (00:00) - Intro (01:54) - Defining organic growth, enterprise value, and advisor capacity (05:03) - The next chapter of organic growth (08:53) - How advisor capacity is a driver of enterprise value (11:28)- How AI is linked to enterprise value (14:57) - The four levers to build enterprise value (20:45) - Applying the four levers framework to real firms (25:42) - Steve's key takeaways (27:46) - Steve's interests outside of work Quotes "You have to be able to tie AI into what is already an ongoing digital and information revolution. AI is riding on those same rails. It is accelerating the speed of the train, but it's still primarily leading to a human-led advice industry." ~ Steve Gresham "Newer, younger advisors have a much more open mind about the role of technology. It makes them more efficient. And if it's used correctly, it makes them more successful." ~ Steve Gresham "End treating organic growth as a hero metric and start managing for enterprise value. And that means defining the advisor or the organization's capacity to engage as a KPI." ~ Steve Gresham Links  Steve Gresham on LinkedIn NextChapter SEI Fidelity Investments Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

 The numbers may still look good on paper, but one overlooked shift is quietly destroying apartment deals behind the scenes. Apartment operators aren't just fighting interest rates anymore. Rising costs, stalled rents, lender hesitation, and affordability pressure are changing what actually works in multifamily investing — and many investors haven't adjusted yet.If you're trying to buy, refinance, or survive this market cycle, this conversation breaks down the risks most operators are still underestimating.Ready to go deeper than podcasts and start analyzing real deals with experienced multifamily investors? Join the Tribe of Titans community and connect with operators actively raising capital, acquiring properties, and navigating this market in real time.Tribe of Titans Multifamily CommunityIn this episode, Brian Briscoe sits down with Paul Shannon to unpack what's really happening inside today's apartment market — from collapsing refinance assumptions to why some operators are choosing to sit on the sidelines entirely.They discuss how macroeconomic uncertainty is impacting underwriting, why concessions are quietly crushing returns, and which multifamily asset classes may actually perform best over the next few years.What You'll Learn Why some experienced operators completely stopped buying deals  The hidden underwriting assumptions breaking acquisitions today  How geopolitical events rapidly changed refinance outcomes  Why C-class apartments may be riskier than many investors expect  The surprising reason B-class properties could outperform this cycle  How lack of liquidity trapped many multifamily investors  What today's concessions are signaling about the market ahead  Why diversification became a survival strategy instead of a growth strategy  How inflation and tariffs are changing value-add business plans  The framework Paul uses to decide when to buy — and when to waitPaul ShannonPaul Shannon is an experienced residential real estate professional, capital allocator, and former co-host of The PassivePockets Podcast.As an active multifamily investor, Paul has built a strong track record grounded in results and integrity, with hands-on experience in underwriting, acquisitions, capital raising, property management, project management, and asset management. He is also a licensed Realtor.In addition to his active investing, Paul has participated as a limited partner in 45 passive investment deals across multiple real estate asset classes, capital stack positions, and private equity opportunities.Paul currently serves as the Managing Principal of InvestWise Collective, where he helps investors diversify beyond traditional markets through passive real estate investment opportunities.Learn more about him at: https://www.investwisecollective.com/ or https://passivepockets.com/podcast/About the HostBrian Briscoe is an apartment operator and founder of Streamline Capital, focused on acquiring and operating multifamily properties in the greater Salt Lake City metro. He hosts the Diary of an Apartment Investor podcast, where he shares real-world operator insights and decision frameworks for aspiring multifamily investors.If this conversation resonated, there's more happening inside the Tribe of Titans. It's where serious investors move beyond surface-level content and into real discussions that drive action. Visit https://www.thetribeoftitans.com/ to learn more.

Remember his name: Jeffrey Panik, MSFS, CFP, CRPS. He's received the Five Star Wealth Manager Award for ten years running is the Managing Principal, Financial Advisor at Balance Wealth Partners. Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff Panik founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. He is the author of two Books: Your Future is Now (An Introductory Guide to Managing Your Finances) and Your Future Is Now (Your Blueprint for Solving your Retirement Puzzle). balancewealthpartners.com Sageintl.com or 800-254-5779

Today's guest sees the U.S. financial markets entering the final stage of a multi-decade topping process and the early innings of a 15–20-year regime shift driven by demographics, populism, deglobalization, and rising structural inflation.He believes we are on the cusp of a “lost decade-plus” in nominal equity returns and meaningful real losses if investors keep using  the old 40-year “buy-the-dip, stay long growth” playbook.How can we position ourselves to sidestep the worst of that, and perhaps even prosper in the years ahead?Well, let's ask the man himself.We're very fortunate to welcome back to the program Cem Karsan, Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Cem thinks a perfect storm of troubles is brewing as the national pendulum swings away from supply-side economics and into populism.Follow Cem at https://www.kaivolatility.com/ or at https://kaiwealth.com/Or on X at @jam_croissantWORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #populism #bearmarket _____________________________________________ 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.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT 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 © 2026 Thoughtful Money LLC. All rights reserved.

The ERP renaissance will be defined by industry leaders who seek to revolutionize the next era of technology. As AI evolves from retrieval to action, business must take action to truly realize long-term enterprise value and avoid falling behind the competition. Join Indy Bains, Vice President of Global Industry and Vertical Solution Marketing at Workday, and Shawn Windle, Founder and Managing Principal of ERP Advisors Group, to discuss software industry trends, the trajectory of AI, and what businesses should be doing RIGHT NOW to leverage the new era of software.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

Meghana Joshi is a Managing Principal at MG2 and an award-winning architect with over 25 years of experience shaping national retail and banking environments. She blends practice, leadership, and lived experience to examine how spaces quietly shape power, access, and belonging. Her work bridges architecture, economics, and culture.We talk about: - We talk about Meghana's career evolution, from moving internationally and starting her career in tandem with motherhood, to the intentions behind investing in her career development.- We discuss Meghana's strategy with her family to redistribute traditional caregiving roles so that she could devote more energy to deepening and expanding her impact at work.- Meghana shares more about leadership at MG2, Women in Architecture, and other EDI initiatives. She shares more about building teams using a “stay-grow-lead” methodology, crafting initiatives that focus on actionable change. - The end of our conversation focuses on We also chat about salaries and negotiations vs male and female approaches to each.>>>Connect with Meghanahttps://medium.com/@archimom  https://www.instagram.com/meghanaira/  https://www.linkedin.com/in/meghana/>>>Thank you to our Sponsor:⁠⁠⁠Arcol ⁠⁠⁠is a collaborative building design tool built for modern teams. Arcol streamlines your design process by keeping your model, data, and presentations in sync- enabling your team to work together seamlessly. Learn more about Arcol on their ⁠⁠⁠Website⁠⁠⁠, ⁠⁠⁠Instagram⁠⁠⁠, ⁠⁠⁠YouTube⁠⁠⁠, ⁠⁠⁠X⁠⁠⁠, and ⁠⁠⁠LinkedIn⁠⁠⁠.>>>Connect with Architectette:- Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.architectette.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Learn more)- Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @architectette⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (See more)- Newsletter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ www.architectette.com/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (Behind the Scenes Content)- LinkedIn:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Architectette Podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Page and/or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Caitlin Brady⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠>>> Support Architectette:- Leave us a rating and review!>>>Music by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlexGrohl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ from ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Pixabay⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Gretchen Camp, a managing principal at ESG Architecture & Design talks to F&C reporter Dan Netter. Camp talks about current market challenges for architecture firms, what her day-to-day work tends to look like and why she finds the Twin Cities Housing Alliance valuable.

Nancy Sullivan is CEO, Managing Director, and Managing Principal of Illinois Ventures, one of the longest-running and most active university-affiliated venture capital firms in the nation. Illinois Ventures and Research Park were both created by the University of Illinois 25 years ago to launch the new economic development mission that was added to the University. Illinois Ventures' campus office is located at EnterpriseWorks at the Research Park and has invested in many of the startups that have incubated there.Across Nancy's career, she has played a key role in supporting entrepreneurship and helping translate innovation into opportunity for founders and researchers alike. Tune in to this conversation to hear about her path into venture, her connection to the University of Illinois ecosystem, and her rare dual perspective on how Illinois Ventures and Research Park together help launch and grow startups.VISIT http://researchpark.illinois.edu/podcast/ for our entire catalog of episodes.

Episode 118 What does a divorce attorney who *loves* marriage actually know about keeping one together? A lot, it turns out. This week, Uncle Dale and Kiki sit down with Nicole Sodoma — founder of Sodoma Law, national family law authority, and author of *Please Don't Say You're Sorry* — for one of the most honest, eye-opening, and surprisingly funny conversations we've ever had about marriage, divorce, and everything in between. Nicole has seen thousands of marriages from the inside out. She's also lived it — as an ex-wife, a new wife, and a mom of three. And she's here to tell you: divorce doesn't have to be the end of the story. Neither does a struggling marriage. Whether you're blissfully in love, quietly questioning things, or just nosy about what really happens behind a divorce attorney's closed doors — this episode is *for you.* ----- In This Episode We Talk About - What it means to be a “marriage-loving divorce attorney” - The red flags Nicole sees in couples *before* they ever call a lawyer - Why saying “I'm sorry” to someone going through divorce might be the wrong move - Financial mistakes married women make that put them at a disadvantage - What an empowered divorce actually looks like - How Nicole balances being a mom, ex-wife, new wife, and founder of a 60+ person law firm - The best marriage advice she's ever given — that had nothing to do with the law ----- About Nicole Sodoma Nicole Sodoma is the Founder and Managing Principal of Sodoma Law, one of the Southeast's premier family law firms with five offices across two states and over 60 employees. A nationally recognized authority on divorce and family law, Nicole has been featured in the Wall Street Journal, USA Today, The Washington Post, Parents Magazine, and Business Insider. In May 2022, Nicole published *Please Don't Say You're Sorry* — an empowering, candid, and often humorous guide to navigating marriage, separation, and divorce with grace and strength. ----- Resources & Links - * *Order *Please Don't Say You're Sorry*:* * [nicolesodoma.com/order](https://nicolesodoma.com/order/) - * *Get the Workbook & Journal:* * [nicolesodoma.com/shop](https://nicolesodoma.com/shop/) - * *Nicole's Website:* * [http://nicolesodoma.com](https://nicolesodoma.com) - ⚖️ * *Sodoma Law:* * [http://sodomalaw.com](https://sodomalaw.com) - * *Follow Nicole on Social:* * @nicolesodoma ----- ### Follow Happily Ever Banter - Instagram: @happilyeverbanterpodcast - TikTok: @happilyeverbanter - Facebook: Happily Ever Banter Podcast - YouTube: Happily Ever Banter ----- ### Support the Show Love this episode? Here's how you can help us keep the banter going: - ⭐ Leave us a review on Apple Podcasts or Spotify — it means the world! - Share this episode with a friend who needs to hear it - Subscribe so you never miss an episode ----- *Happily Ever Banter is produced independently. Opinions expressed are those of the hosts and guests and do not constitute legal advice.*

This episode recorded live at the Becker's 16th Annual Meeting features Jared Steele, Managing Principal, Simpliphy. He discusses the growing complexity of provider compensation, strategies to ensure accurate and timely payments, and how strong operational infrastructure supports provider satisfaction and organizational performance.This episode is sponsored by Simpliphy.

In this season 6 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1:09: 1. Bilal Little, NYSE5:19: 2. Julian Robins, Head of Research at Fundsmith10:20: 3. Allison Fisch, Managing Principal, President, and Portfolio Manager, Pzena Investment Management14:59: 4. Joe Veranth, CIO, CFA, Dana ETFs*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

After 25 years of experience as a financial advising professional, my phone-in guest today is Jeffrey Panik, MSFS, CFP, CRPS who's received the Five Star Wealth Manager Award for ten years running is the Managing Principal, Financial Advisor at Balance Wealth Partners. Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff Panik founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. He is the author of two Books: Your Future is Now (An Introductory Guide to Managing Your Finances) and Your Future Is Now (Your Blueprint for Solving your Retirement Puzzle). balancewealthpartners.com Sageintl.com or 800-254-5779

Kelly Grace is an accomplished architect based out of Washington DC, and the Managing Principal of Travis Price Architects, an award-winning architecture firm, widely applauded for their visionary aesthetics, informed by ecology, mythology, and technology.   Kelly is known to many as the “NONTOXARCHITECT” on social media, where she shares her advice on material selections, design details, indoor air quality, water filtration, biohacking, EMF mitigation, moisture control, and much more.  She is dedicated to designing healthy buildings, using non-toxic products, to promote wellness habits and optimal living.  Kelly is also a Founding Member of the Healthy Building Alliance, an up-and-coming platform to connect healthy building professionals; architects, builders, engineers, homeowners, consultants, and product manufacturers, to provide a network of resources and educational tools, based on proven building biology and building science principles. Kelly Davis Grace on LinkedInTravis Price ArchitectHealthy Building AllianceIndoor airPLUSVibrant Air ERV2030 I-Code Development Committees & Process

On this episode of our "Leaders in ERP Series", Shawn Windle, Founder and Managing Principal at ERP Advisors Group, speaks with John Glasgow, CEO at Campfire. Windle and Glasgow discuss how the ERP market is evolving due to the emergence of AI-based solutions, the importance of a software's foundation in the age of AI, and how customers are achieving value through AI-based solutions.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

This was supposed to be commercial real estate's year. The industry entered 2026 expecting interest rates to fall, liquidity to rise, and for long-stalled transactions to finally put the pedal to the metal. For a while, it seemed as though CRE would finally be experiencing a true recovery from the massive hit it took during the pandemic.But today, things are looking a little shakier. Global instability surrounding the escalating conflict between the U.S. and Iran has escalated tariff and trade tensions. Meanwhile, $1.2T in real estate loans are expected to mature by 2027, a significant amount of which were originated when borrowing costs were much lower.On this episode, Greg Friedman, CEO of Peachtree Group, one of the most active private credit platforms in CRE, breaks down the impacts as it stands today.

In the inaugural episode of Built To Scale with CRC-Oyster, host Michael Durette, Managing Principal and Chief Revenue Officer of CRC-Oyster, sits down with Founder and Managing Partner Mitch Avnet and Managing Principal Buddy Doyle. Together, they reflect on the origins of their respective legacy organizations and the strategic acquisition that brought them together under CRC-Oyster. The discussion explores the current regulatory landscape, the priorities and pressures facing clients today, and the opportunities ahead as CRC-Oyster continues to grow and evolve in 2026 and beyond.CRC-Oyster: Compliance Risk Concepts / Oyster Consulting

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves as a Board member of the Foundation for Seacoast Health, a member of the Dean's Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School. Kate is Chief of Staff and Deputy CIO at Tide Cycle. She joined the firm following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. She is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA? (Society) Boston to promote financial literacy. Jeff and Kate, and their firm Tide Cycle, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. One significant and growing tendency in the family office space is for wealth owners to consider and create virtual family offices. Jeff and Kate give an overview of the family office virtualization trend and describe the latest developments in this space. As part of the virtualization trend, outsourcing the investment function is increasingly common among family offices. Jeff and Kate share their perspective on the evolution of the OCIO function and practice in recent years, explaining how the function is defined and how has it changed. One major practical consideration for family offices is how to envision what to outsource and what to keep in-house. Jeff and Kate offer their tips for wealth owners and family office leaders on how to make this important and consequential decision. Another piece of practical advice Jeff and Kate have for family office principals and executives is to consider the full investment function by analyzing the full value chain of activities and players. They talk about this important consideration and highlight how family office professionals can best accomplish that goal. Do not miss this highly instructive conversation with two of the foremost leaders and practitioners in the OCIO space serving top UHNW families and their family offices.

This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative analysis, while Ashley brings a strong background in client engagement and innovative financial solutions.  Tim and Ashley team up to help asset managers create more data-driven distribution strategies.  Tim and Ashley talk with Jack about the key findings of the 2025 MMI Investment Advisory Pulse Survey. They discuss the alignment and gaps between asset managers and wealth managers and the rising demand for tax-optimized portfolios. Tim and Ashley also share insights on how technology is redefining the advisor value proposition and how AI is shifting from experimental curiosity to a core business priority. In this episode: (00:00) - Intro (01:38) - Tim's and Ashley's roles at Broadridge (05:25) - Tim on the gaps and alignments between asset and wealth managers (08:19) - Ashley's takeaway from the 2025 MMI Investment Advisory Pulse Survey (11:12) - The shifting value proposition of financial advisors (15:00) - Why tax optimization is a priority for wealth managers (20:11) - The role of technology in managing multiple accounts efficiently (21:54) - What it takes to manage multi-account, unified managed households (25:05) - Ashley's key takeaways (28:59) - Tim's key takeaways (31:19) - Ashley's interests outside of work (32:17) - Tim's interest outside of work Quotes "From a product perspective, we're actually seeing some alignment in the core needs that asset and wealth managers are expressing. And those really revolve around a couple of key themes: lower-cost solutions and tax-optimized solutions." ~ Ashley Wood "Financial advisors are shifting from what was once a very investment management-heavy value proposition to being much more holistic financial planning. And holistic financial planning encompasses far more than just portfolio management and investment selection." ~ Tim Kresl "The primary way that we've seen firms really managing portfolios from a tax-optimized perspective is obviously asset location and more dynamic tax optimization strategies like tax loss harvesting." ~ Tim Kresl "Wealth managers are increasingly looking to do more with fewer asset manager partners. So, it's about leveraging technology to manage decreasing margins while providing increased customization and scale." ~ Ashley Wood Links  Tim Kresl on LinkedIn Ashley Wood on LinkedIn Money Management Institute Broadridge Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Join Theodora Lau on this new episode of One Vision — the FinTech Fuse, as she hosts Elias Kruger, Managing Principal at Long-Range AI Consulting. Elias shares his journey from his role at Wells Fargo to launching his own AI consultancy. Discover insights into the transformative potential of AI, the importance of responsible implementation, the potential impact on training, and what the future might hold. Join the conversation and let's shape a responsible AI future together! 00:00 Introduction and Guest Welcome00:38 Elias Kruger's Career at a Big Bank05:06 Transitioning into Entrepreneurship07:02 AI's Impact on the Workplace11:46 The Future of AI and Responsible Use22:32 Hopeful Innovations in AI

Can office buildings from the 1970s and 80s–often dismissed as "garbage”—be the key to solving the US housing crisis? While conventional wisdom says these deep-floor-plate structures are "useless" and that we need to "scrape" them all, Robert Seldin, Managing Principal of Madison Highland and developer of the Three Collective complex in Falls Church, Virginia, has proven the skeptics wrong. In this episode timed to appear before the AFIRE Winter Conference tours Three Collective, AFIRE CEO Gunnar Branson explores the right way to convert office to residential, and how one "impossible" asset became profitable. LINKS To hear the globe's top experts discuss opportunities in US property markets, register for future AFIRE conferences: Winter Conference 2026 in Washington, DC https://www.afire.org/events/wc2026/ Summer Conference 2026 in Tokyo https://www.afire.org/events/tokyo26/ Seldin is the Managing Principal of Madison Highland and developer of Three Collective: https://www.threecollective.com/ Madison Highland is a developer of Three Collective: https://www.threecollective.com/ KEY MOMENTS 0:00 – Are 1970s office buildings too "useless" to convert? 2:30 – What makes a mid-century office building a good "substrate" for housing? 4:37 – How do you solve deep floor plate issues in office-to-residential conversions? 7:02 – Why is converted office space higher quality than new wood-frame construction? 10:02 – How can you repurpose extra office elevators during a conversion? 13:43 – Do office-to-residential conversions have enough parking? 18:40 – How is remote work changing multifamily building requirements? 22:35 – What is the cost and timeline for an office-to-apartment conversion? 26:38 – How fast do converted office apartments lease up? 28:10 – Is the office conversion trend the new "Soho Loft" revolution?

In this episode of The Professional Services Pursuit, host Brent sits down with Shawn Windle, Founder and Managing Principal of ERP Advisors Group, to unpack a challenge nearly every professional services firm is grappling with: how to choose technology that delivers relief today and provides support for the needs of tomorrow. Drawing on hundreds of ERP and PSA implementations, Shawn shares candid insights into what works, what doesn't, and how leaders can avoid costly missteps while laying the groundwork for scalable, long-term success.Key topics covered in this episode:The people, process, and growth signals that indicate when it's time to outgrow mid-level systemsWhy firms that delay investing in core systems risk falling behind as AI adoption acceleratesThe hidden dangers of overshooting your actual business needs with overly complex platformA pragmatic framework leaders can use to make smarter, more confident technology decisionsVisit ERP Advisors Group to learn more about their services and schedule a consultation. Hosted on Acast. See acast.com/privacy for more information.

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.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#volatility #marketcorrection #diversification _____________________________________________ 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.

Jeff Aronson is Co-Founder and Managing Principal of Centerbridge Partners, a $43 billion alternative investment firm he started in 2005 after two decades at Angelo Gordon. Jeff's career spans forty years of investing across credit and private equity through multiple market cycles, giving him a front-row seat to the evolution of the alternatives industry. Our conversation covers Jeff's path from law school to distressed investing, lessons learned under mentors John Angelo and Michael Gordon, and the founding of Centerbridge with Mark Gallogly to bridge the worlds of private equity and credit. We discuss the firm's distinctive model of investing on both sides of the balance sheet in sector teams, building culture and compensation systems to reinforce collaboration, and adapting strategy through changing credit environments. Jeff also shares his perspectives on late-cycle market behavior, the shifting dynamics of private credit, partnerships with insurers and banks, and the challenge of staying differentiated as alternatives become mainstream. From our sponsor, Morningstar Embrace the global language of investment data Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership   Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)