Podcasts about managing principal

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

Send us Fan MailAI is everywhere in pharma right now, yet drug development still feels slow, fragmented, and full of avoidable rework. We sit down with Anastasia Christianson, former SVP and Global Head of AI Data and Analytics at Pfizer and now Managing Principal at EPAM Life Science Consulting, to get specific about what actually blocks progress in clinical trials and what AI can realistically change.We dig into the uncomfortable pattern behind many “successful” AI deployments: a model fixes one bottleneck, then the system simply jams up somewhere else. Anastasia makes the case for end to end thinking across trial design, feasibility, patient recruitment, engagement, site operations, and data flow. We talk about why niche AI products are easier to build, why coordination is harder than modelling, and how digital health's app explosion offers a warning for today's AI tooling. Along the way, we unpack digitalisation, data standards, FAIR data, and why “perfect data” is not the same as “useful data”.The most practical segment centres on patients: how AI can help build cohorts, find eligible participants, answer questions, reduce fear, improve convenience, and prevent dropouts that cost time and money. We also turn FDA denials into a quick quiz to highlight a key truth of life sciences innovation: approvals can fail due to control arm choices, surprising trial requirements, or manufacturing site inspection findings even when the science looks promising.If you care about AI in clinical trials, R&D productivity, and how to turn data into faster access to medicines, you'll get both a reality check and a playbook. Subscribe for more, share this with a colleague in clinical operations or data science, and leave a review telling us: where do you see the biggest bottleneck right now?Visit Labtolives.com Do you want to try the quiz from this episode? Find the link on our LinkedIn profile: https://www.linkedin.com/company/labtolives/ Would you like to join the show as a guest or collaborator? Find out how on our website: https://www.labtolives.com/ Support the show________Reach out to Ivanna RosendalJoin the conversation on our LinkedIn pageVisit www.labtolives.com HostsAlexander Booth aka the MedTech GuyDimitri Borisevich aka the start-up GuyIvanna Rosendal aka the R&D pharma Gal

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.

This week on VLGA Connect, Chris Eddy is joined by two mayors to break down both sides of the glass bin debate. Mayor of Merri-bek City Council, an early adoptor of the four-bin system, Cr Nat Abboud and Mayor of Manningham City Council, part of the coalition of councils lobbying the state government for an alternative before the 2027 deadline, Cr Jim Grivas, discuss the pros and cons of the scheme.Tony Raunic, Managing Principal at Hunt & Hunt Lawyers returns to discuss a controversial community decision at Yarra City Council. Sponsored by Hunt & Hunt Lawyers.Support the showTo learn more about the events, programs, and training offered by the Victorian Local Governance Association (VLGA), please click here. If you'd like to contact us about the podcast, please send us an email to vlga@vlga.org.au or call us on 03 9349 7999

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.

Episode Topic: Champions of HopeListen in to a conversation with Tracy Graham '95, Founder and Managing Principal, Graham Allen Partners, University Trustee, and Notre Dame Football Student-Athlete (1992-95), and Byron Spruell '87 B.S., '89 MBA, President of League Operations, National Basketball Association, University Trustee, and Notre Dame Football Student-Athlete (1984-87, Co-Captain: '87), and Rev. Robert A. Dowd, C.S.C., University of Notre Dame President, about trust, love, commitment, and being champions of hope.Featured Speakers:President Rev. Robert A. Dowd, C.S.C., University of Notre DameTracy Graham, Graham Allen PartnersByron Spruell '87, '89 MBA, National Basketball Association Read this episode's recap over on the University of Notre Dame's open online learning community platform, ThinkND: https://go.nd.edu/03bcd2.This podcast is a part of the ThinkND Series titled Cultivating Hope. Thanks for listening! The ThinkND Podcast is brought to you by ThinkND, the University of Notre Dame's online learning community. We connect you with videos, podcasts, articles, courses, and other resources to inspire minds and spark conversations on topics that matter to you — everything from faith and politics, to science, technology, and your career. Learn more about ThinkND and register for upcoming live events at think.nd.edu. Join our LinkedIn community for updates, episode clips, and more.

Julie Quink says the accounting profession has changed quite a bit in her 35 years of practice, but one of the more positive changes has been a focus on workplace culture, mentorship, and the well-being of team members — all areas she has continued to cultivate at Burkhart Pizzanelli. Julie sat down with Contributing Writer George O'Brien for the latest installment of BusinessTalk to talk about all this and more, including how she and her team have prioritized giving back to the community in many ways, and why she's gratified to be named one of BusinessWest's Difference Makers for 2026. It's must listening, so tune into BusinessTalk, a podcast presented by BusinessWest over both audio and video platforms, and sponsored by Greenfield Cooperative Bank.

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. Be part of 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

Business and finance news from the Asia-Pacific. Elon Musk is combining SpaceX and xAI in a deal that values the enlarged entity at $1.25 trillion, as the world's richest man looks to fuel his increasingly costly ambitions in artificial intelligence and space exploration. The acquisition of xAI was announced in a statement on SpaceX's website signed by Musk and confirming a Bloomberg News report earlier Monday. The deal gives SpaceX a valuation of $1 trillion, and xAI a value of $250 billion, people familiar with the matter said. The combined company's valuation was announced to employees in a memo on Monday, some of the people said earlier. Asian stocks climbed after their steepest two-day drop since April as markets found footing following sharp swings in gold and silver that sent ripples across assets. The precious metals rose in early trading. For more on what is moving the markets, we spoke to Paul Dobson, Bloomberg's Executive Editor for Asia Markets. President Donald Trump said he would roll back punitive tariffs on India in return for an agreement that Prime Minister Narendra Modi would stop buying Russian oil, easing months of tension between the two countries. Following a phone call with Modi, Trump said on social media that he would cut a US levy on Indian goods to 18% from 25%. The US President is also removing an extra punitive 25% duty applied in response to India's purchases of crude from Russia, according to officials familiar with the matter. We got reaction from Basant Sanghera, Managing Principal at the Asia Group. He spoke to Bloomberg's Paul Allen and Shery Ahn. See omnystudio.com/listener for privacy information.

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.

The Advocates Toolbox: Effective Advocacy Strategies for a Successful Mediation, is co-hosted by Mia Levi, Vice President and Corporate Secretary, CPR Dispute Resolution Services LLC, and Rachel Gupta, Mediator and Arbitrator at JAMS. This podcast will cover the skills business lawyers need to be successful advocates in mediation. Episode 4: Effective Mediation Advocacy. This session will cover the types of attorney behaviors that are productive (and those that are counterproductive) in the mediation session, as well as practical tips from mediators for getting your adversary to move their position and how to keep building momentum. Speakers: L. Tyrone Holt, Managing Principal at The Holt Group LLC, and Theo Chang, Arbitrator and Mediator at ADR Office of Theo Cheng LLC.

Ryan Linthicum is Managing Principal and Brett Milburn, GISP is Principal and Director of Digital Solutions at Langan Engineering & Environmental Services where they are passionate about guiding clients through the strategic implementation of cutting-edge technologies, including AI, machine learning, geospatial analytics, and enterprise system integration. Mike Petrusky asks his guests about the role of digital solutions in asset management and the impact of emerging technologies on the built environment. They explore some of the top trends and challenges in facility and asset management industry and offer strategies for managing the asset life cycle using the latest technology solutions. Topics of interest include governance and standardization, proactive stewardship and intentional design in managing assets, and the potential of emerging technologies such as AI, digital twins, and IoT sensors. Mike, Ryan and Brett emphasize the value of partnerships and collaborations in scaling technology solutions, so they offer the encouragement you will need to be an Asset Champion in your organization! Connect with Ryan on LinkedIn: https://www.linkedin.com/in/ryan-linthicum-3633b86/ Connect with Brett on LinkedIn: https://www.linkedin.com/in/brett-milburn-gisp-6b738517/ Learn more about Langan: https://www.langan.com/ Explore Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://eptura.com/discover-more/podcasts/asset-champion/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/  

As Congress catches up on its shutdown backlog, tax legislation is back in play. But now those conversations are under the shadow of an election year. Anna Taylor, Managing Principal of Deloitte's Tax Policy Group, joins us to break down what's realistic for year-end packages and the road ahead for tax policy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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.

Season 4, Episode 12: Jack Stone and Alex Gornik sit down with Jon Schultz, Co-Founder and Managing Principal of Onyx Equities, one of the Northeast's most active private real estate firms. Schultz—known for turning around complex office, industrial, and retail assets—shares how Onyx repositions properties, adapts across cycles, and captures value in a rapidly evolving market. From life sciences and medical office to AI-driven data centers, he breaks down the trends reshaping the tri-state region, the lessons learned from decades of leadership, and why success now depends on being “customer-obsessed. TOPICS 00:00 – Introduction 02:10 – Early Career and Founding Onyx Equities 06:15 – Navigating Market Cycles and Value Creation 09:30 – Office Market Shifts and Tenant Demand 12:45 – Life Sciences and Medical Office Expansion 17:40 – Inside the Data Center Gold Rush 22:15 – Rates, Debt, and Opportunities Ahead 27:48 – Tri-State vs. Sun Belt Market Dynamics 34:05 – Leadership, Adaptability, and Lessons Learned 42:30 – Building a Brand Tenants Trust Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. 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.

"Taking the time to get input, to get the feedback and listen to the needs might add a few weeks up front, but ultimately, you're going to have a better, stronger solution and support and alignment." - Jesse Jacoby, Founder and Managing Principal, Emergent, LLC Procurement and business leaders face a tangled web: legacy systems, evolving digital capabilities, and rising pressure to do more with less.  How do you design an operating model that truly enables transformation without adding more complexity? In this episode, Philip Ideson speaks with Jesse Jacoby, Founder and Managing Principal at Emergent LLC. Jesse's experience guiding Fortune 500 organizations through high-stakes change gives him a practical, people-focused outlook on what really makes business transformation work. In this episode, Philip and Jesse explore how operating models can either help or hinder procurement, why quick fixes rarely stick, and how to leverage change management and AI for meaningful, lasting results. Jesse's insights on avoiding common mistakes and building "muscle memory" for change are a must-hear for anyone stepping into (or leading) transformation. In this episode, Jesse discusses how to: See operating models as interconnected "super systems" rather than isolated processes   Identify and untangle legacy complexity before making changes   Make the case for change both rationally and emotionally   Use AI to augment – not replace – human decision-making   Build resilience with ongoing, bite-sized upskilling programs Links: Jesse Jacoby on LinkedIn Subscribe to This Week in Procurement Subscribe to Art of Procurement on YouTube

In this episode of The New Warehouse Podcast, Kevin chats with Paul Lukehart, Managing Principal of PL Programs, a consultancy specializing in warehouse startup project management and operational improvement. Paul draws from his background in the military, as well as his experience at Target, Amazon, and XPO Logistics. He shares how his hands-on experience shaped his approach to warehouse improvement—especially when launching new facilities, integrating technology, or navigating complex site moves. From startup lessons to leadership insights, Paul offers a grounded perspective on what it takes to make warehouse operations run more efficiently.Learn more about Brecham Group here. Learn more about Endpoint and give Gary a break here. Follow us on LinkedIn and YouTube.Support the show

The defense ecosystem works best when it works together. Mission Cultivate is helping make that happen.Tyler Sweatt sits down with Robert Fehlen, Managing Principal at Dark Corner Solutions and Mission Cultivate, to talk about what comes after the startup buzz: how lessons from Mobilize Vision led to a platform built to connect the fragmented defense ecosystem.They unpack what's broken in today's industrial base, what it really takes to bridge the Valley of Death, and how Mission Cultivate is helping the builders, operators, and advisors who keep showing up because they know what's at stake.Request to join Mission Cultivate: https://www.missioncultivate.com/Connect with RobertLinkedIn: Robert FehlenConnect with Tyler:LinkedIn: Tyler Sweatt

Charlie Cummings, Managing Principal at Innovate Commercial Real Estate, explores owner-operator strategies, lease-to-own paths, and Denver CRE trends.The Crexi Podcast connects CRE professionals with industry insights built for smart decision-making. In each episode, we explore the latest trends, innovations and opportunities shaping commercial real estate, because we believe knowledge should move at the speed of ambition and every conversation should empower professionals to act with greater clarity and confidence.  In this episode of the Crexi Podcast, host Shanti Ryle sits down with Charlie to discuss his journey from aviation consultant to commercial real estate, his commitment to helping small business owners and investors, and the importance of integrity and community involvement in the industry. The conversation also covers trends in the Denver real estate market, the strengthening position of the owner-operator, and the use of AI tools in commercial real estate. Charlie emphasizes the value of relationships, transparency, and providing exceptional service in building long-term success.Meet Charlie Cummings: From Aviation to Real EstateCharlie's Journey into Commercial Real EstateEarly Challenges and Success StoriesThe Importance of Integrity in Real EstateCommunity Involvement: TEDx and ToastmastersOwner Operators vs. Other InvestorsThe Shift from Renting to OwningGenerational Shifts in BrokerageThe Importance of Service and User ExperienceNext Generation Investors and Business OwnersDenver's Unique Market DynamicsLeveraging AI and Technology in Real EstateBuilding Relationships and Adding ValueCollaborative Masterminds and MentorshipFinal Thoughts and Contact Information About Charlie Cummings:Charlie Cummings is the Founder and Managing Broker of Innovate Commercial Real Estate, a Colorado-based brokerage known for helping business owners and investors turn vision into long-term success.Before launching Innovate CRE, he spent six years with KW Commercial where he developed deep expertise in brokerage, advisory, and client service, working across a broad range of asset types. The majority of his business originated from referral partners—a testament to his client-first approach and commitment to long-term relationships over transaction volume.Prior to entering commercial real estate, Charlie worked as an aviation consultant for several firms, serving public-sector airport clients across the United States. His transition into real estate was driven by a passion for entrepreneurship and a desire to help other founders and business owners build their own legacy and understand their why.With nearly a decade of real estate experience and over $80 million in closed transactions, Charlie specializes in owner-occupier and investment services. Under his leadership, Innovate CRE has become a trusted local partner for businesses seeking to align their real estate with performance, expansion, and legacy-building goals. He is now focused on growing his personal brand, not just to build awareness for business, but to amplify the stories and success of his clients. Dedicated to community impact, Charlie has been involved with the following organizations in Colorado: CACEN (Colorado Asian Culture and Education Network), 5280 Toastmasters, Hope Communities, Mission Animal Hospital, SCORE, TEDx Mile High, Junior Achievement, and Project Angel Heart.Outside of work, Charlie enjoys time with his wife Andrea, daughter Sofia, and their dog Noah—embracing community in every part of life. He's passionate about cooking, the outdoors, travel, and continuous learning. For show notes, past guests, and more CRE content, please check out Crexi's blog.Looking to stay ahead in commercial real estate? Visit Crexi to explore properties, analyze markets, and connect with opportunities nationwide. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in capital formation, the characteristics of the companies it targets, and the ways value is created have sharpened its identity in a post-COVID market. In this episode, we are joined by Steve McCourt of Meketa and Suzanne Gauron of General Atlantic as they unpack the modern growth equity playbook, how managers compete and differentiate themselves today, and why the strategy's repositioning matters for investors.Guests:Suzanne Gauron, Managing Director of Capital Solutions, General AtlanticStephen P. McCourt, CFA, Managing Principal and  Co-CEO, Meketa Investment GroupEpisode Sources

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)

While President Trump’s Executive Orders directed at individual law firms drew immediate attention, the administration’s broader enforcement of nondiscrimination employment law in the legal industry has gone comparatively unanalyzed. In March, Acting EEOC Chairman Andrea Lucas wrote letters to 20 large law firms requesting information on their employment practices (at least four of those firms subsequently settled with the Commission). In May, Americans for Equal Opportunity filed an EEOC charge challenging the legality of allegedly discriminatory programs administered by Sponsors for Educational Opportunity and its 44 law-firm partners. These processes are necessarily opaque, leaving the status of EEOC investigations (other than those publicly settled) unclear. As the EEOC appears to continue investigating these varying sets of programs and allegations, we pause to consider the merits of these matters.Featuring:Jonathan A. Segal, Partner, Duane Morris LLP; Managing Principal, Duane Morris InstituteAlison Somin, Senior Legal Fellow, Pacific Legal Foundation(Moderator) Dan Morenoff, Executive Director & Secretary, American Civil Rights Project; Adjunct Fellow, Manhattan Institute

221 is the number of New Yorkers who joined CBC's Mayoral Smart Choices Half-Day Conference. In part 3 of a three-part series, a panel explores important questions on how to make the City affordable, safe, and livable. There are many competing needs, from boosting housing production to making childcare more affordable; providing fast, reliable public transit; delivering clean, safe and vibrant streets and high quality education. How do we achieve all this on a budget New York can afford? - Majora Carter, CEO, Majora Carter Group - Rafael Cestero, CEO, Community Preservation Corporation; former Commissioner, NYC HPD - Nicole Gelinas, Senior Fellow, Manhattan Institute - Elizabeth Glazer, Founder Vital City; former Dir. Mayor's Office of Criminal Justice - Alicia Glen (moderator), Founder and Managing Principal, MSquared; former Deputy

Brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠OurFamilyWizard⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Join more than 1 million parents & family law professionals who trust⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠OurFamilyWizard⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.***This is a crossover episode from Nicole Sodoma's 'The Space Between' podcast. Nicole flips the script and interviews Rob and dads and WTF Divorce.***Attorney & Author, Nicole Sodoma, the marriage-loving divorce attorney, leads informative and encouraging conversations, tips, and anecdotes on separation and divorce, relating her 25 years of experience in counseling and litigating thousands of divorce cases. She is the Founder and Managing Principal of Sodoma Law, the leading family law firm in the Carolinas.She has gained national recognition for her expertise in divorce, custody, and co-parenting, with her insights featured in major media outlets like TODAY, The Wall Street Journal, Business Insider, and The Washington Post.Nicole has been acknowledged as a top attorney and entrepreneur by several regional publications.​Under her leadership, Sodoma Law has grown to over 50 employees across 7 office locations in two states.She is also a Certified Parenting Coordinator, Certified Collaborative Law Attorney, and an All American Speaker.Additionally, Nicole is the author of "PLEASE DON'T SAY YOU'RE SORRY," a book offering an empowering perspective on marriage, separation, and divorce, released on May 24, 2022.***Follow WTF Divorce

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

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

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