Podcasts about pe vc

The Pro Athlete Mindset That Creates World-Class Recruiters What happens when a former professional athlete brings elite discipline, visualization, and competitive fire into recruiting? You get a recruiter who treats the desk like a sport—and builds a fast-growing search firm in record time. In this episode of The Elite Recruiter Podcast, former pro athlete Jared Watts, founder of Next Play Search Group, reveals how the athlete DNA that took him from youth national teams to the professional level translates directly into high-performance recruiting. From reviewing “game tape,” embracing pressure, and tracking everything like a scoreboard to building trust with PE/VC firms, Jared breaks down the exact mindset and systems behind his rapid rise. He shares how he structured an in-house role to mimic agency upside, launched his firm intentionally, and built a relationship engine where candidates often become future clients. If you're looking to grow your desk, strengthen your business development, or operate with more precision and confidence, this conversation will push you to level up. If you want to: • Stop guessing and start tracking the right KPIs • Build a repeatable client engine • Improve your negotiation and influence skills • Create a personal operating system that compounds • Develop the self-belief and discipline of a pro athlete… This episode will change how you work. Key Takeaways • Elite recruiters track like athletes. Jared reverse-engineers every goal using metrics, patterns, and daily habits. • Relationships scale revenue. Giving without expectation—introductions, notes, referrals—creates a pipeline of repeat PE/VC clients. • Visualization drives performance. Confidence comes from preparation and treating every conversation like a high-stakes moment. • Do things that don't scale. Personal touchpoints create leverage automation can't match. • Protect your time. BD, candidates, and high-value conversations come first—everything else waits. Listen, subscribe, share, and connect with us!   SPONSORS & LINKS

Founded in 2013, Crowd Street helped popularize online access to commercial real estate. Now CEO John Imbriglia is steering a 2.0 strategy: an institutional-grade private markets platform spanning private equity, private credit, venture capital, and CRE—with lower minimums, improved IRA flows, and heavy investment in education, diligence, and UX. John details Crowd Street's scale to date (~300K members, ~30K investors, ~$4.5B raised in CRE), the “supply–demand–loyalty” framework driving the rebuild, a new omnichannel acquisition push, and partnering with Callan (advisor to >$4T AUM institutions) to help source and select managers. We cover feeder/registered fund structures (1099s, no capital calls) that bring minimums to five figures for accredited investors, the evolving role of direct CRE deals, and how better IRA integrations reduce friction. If you want a practical roadmap to accessing institutional-style alternatives—from mid-market credit to diversified PE/VC—this one's for you.Highlights include…Crowd Street's evolution: CRE pioneer → full private-markets platformSupply–Demand–Loyalty: the 2.0 operating modelWhy education & diligence lead the funnel (with Callan as advisor)Product access: feeder/registered/interval funds, 1099s, five-figure minsKeeping direct CRE while adding PE, credit, and VC optionsOmnichannel growth: targeted campaigns in Pittsburgh & BostonBetter IRA experience via an integrated self-directed partner

En este episodio recogemos los momentos clave del encuentro celebrado en Barcelona el 16 de octubre, donde un panel de expertos analizó cómo la tecnología impulsa ventajas competitivas reales en M&A. Desde la visión estratégica de líderes de innovación y desarrollo corporativo hasta la experiencia práctica de quienes ejecutan integraciones y transformaciones tecnológicas, exploramos el ciclo completo: due diligence tecnológica, valoración de activos digitales, integración post-adquisición, gobierno del dato, ciberseguridad, modernización de plataformas y uso de IA para acelerar sinergias. A lo largo de la conversación, desgranamos qué capacidades tech crean valor (y cuáles destruyen), cómo priorizar roadmaps en los primeros 100 días, y qué métricas ayudan a medir el éxito más allá del Excel. Cerramos con aprendizajes accionables y recomendaciones para equipos de corporate development, CTOs, CFOs y PE/VC que buscan convertir la tecnología en una palanca de creación de valor end-to-end. Si te interesan operaciones más rápidas, integraciones con menos fricción y sinergias tangibles, este episodio es para ti.

Clapham's finest are BACK. In a bigger, brasher studio, Freddy Clode reunites with the self-proclaimed CEO of Clapham, Archie Curzon, to revive the multi-award-winning Rig Biz energy—Le Bantier at full throttle. From Archie's catastrophic crypto saga to why “the people need something” in a flatlining economy, the boys dive straight into the chaos, swap tears for takedowns, and set the tone for a new era of unapologetic city chat meets rugby reality. There's proper rugby meat on the bone, too. Archie drops a bombshell—leaving Clapham Falcons and signing for Richmond—while the lads chew over the biggest headline of the season: the Red Bull-fuelled Newcastle takeover, Dimes' exit, and whispers of marquee signings. Expect boardroom metaphors, PE/VC ruthlessness, and the kind of blunt verdicts that make timelines melt. And for the comeback guest? None other than World Cup champion Hannah Botterman. From the viral slow-mo knee slide to life inside a transformed Red Roses setup - cigarette burns, what really happened during the 3 day piss up - what it was like to work as painter and decorator and much more —nutritionists, cookies and all—Hannah brings needle, honesty and elite standards. Rivalries, France away, the psychology of winning 33 on the bounce: it's all here, with Rig Biz mischief woven through. Tap in, turn it up, and welcome back to the city's greatest rugby circus.

What happens when a marketing agency invests $10 million in AI—not to replace people, but to empower them?  In this episode of Leader Generation, Tessa Burg talks with Eric Bertrand, CEO of Mod Op, to reveal how the agency's bold investment is reshaping the future of marketing. Together, they break down how AI is transforming the work behind the work—from automating repetitive tasks to unlocking new levels of creativity, personalization and speed to market. Listeners will get a behind-the-scenes look at Mod Op's people-first approach to AI and hear how it's helping clients move faster, think smarter and deliver more value than ever before. Eric shares insights on what it really takes to integrate AI responsibly, build connected data systems and evolve teams into strategic powerhouses. If you're curious about the real-world impact of AI in marketing — beyond the headlines — this episode offers an inside look at how a forward-thinking agency is transforming both its own operations and its clients' success. Leader Generation is hosted by Tessa Burg and brought to you by Mod Op.  About Eric Bertrand: C-level executive and entrepreneur having operated and managed Companies, including start-ups, growth stage and publicly traded Companies. PE/VC fund manager having invested over $400 million in 50+ companies over the past 20 years. Investments have been in multiple industries, with expertise in Media & Entertainment, Retail, Consumer Products, Business Services and Information Technology. Eric can be reached on LinkedIn or at Eric@ModOp.com. About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.  

 In Episode 2 of our Supply Chain Career Catalyst series, Rodney Apple, Mike Ogle, and Chris Gaffney turn self-reflection into action. We map the career landscape with the SCOR lens (Plan, Source, Make, Deliver, Enable), show how industries (manufacturing, retail/wholesale, and enablers) shape your day-to-day, and explain why company type and size (public, private, PE/VC-backed, NGO/Gov) matter for pace and visibility. We close with five trends—digital and physical automation, data literacy, sustainability, evolving work models, and the frontline talent gap—and how to stand out as the translator who turns tech and data into real business outcomes. Walk away with concrete next steps to target roles, build agility, and accelerate your path. Need help hiring top talent? Engage SCM Talent Group, a supply chain recruiting & executive search firm that specializes in your hiring needs: Continuous Improvement Engineering Inventory Planning Logistics & Transportation Manufacturing Operations Robotics Sales & Business Development S&OP Strategic Sourcing & Procurement Supply Chain Management Technology & Automation Warehousing

Hoe kun jij toegang krijgen tot de top van de private equity fondsen.Via Marktlink Capital kan dit, in deze video legt managing partner Bouke Marsman uit hoe.Marktlink Capital belegde inmiddels meer dan 2,5 miljard euro, afkomstig van meer dan 2000 investeerders in meer dan 100 PE en VC fondsen. Vanwaar die enorme groei, hoe werkt het allemaal en waarom is het voor ondernemers interessant om mee te doen?

Are you ready to break free from the “average recruiter” grind and join the ranks of million-dollar billers? If you're a recruiter, search firm owner, or ambitious TA pro, this episode is your backstage pass to the playbook that's built one of Texas' highest-billing recruiting teams. Host Benjamin Mena welcomes back Jeremy Jenson (Encore Search Partners) to uncover the exact strategies that have multiplied fees, modernized recruiter development, and created a talent magnet operation.  

Story of the Week (DR):The Cracker Barrel BSCracker Barrel scraps new logo design, keeps 'Old Timer' after listening to customersRestaurant chain's stock price sank following removal of 'Uncle Herschel' from brandingUncle Herschel wasn't just a marketing creation, he was a real person. Born Herschel McCartney, he was the younger brother of Cracker Barrel founder Dan Evins' mother and served as an early goodwill ambassador for the brand. A salesman for Martha White Flour Company for over three decades, Herschel traveled through rural America, building relationships in small-town general stores — the very kinds of places that inspired Cracker Barrel's original design and ethos.When Cracker Barrel introduced its iconic logo in 1969, the old-timer sitting beside the barrel was long thought by fans to be based on Herschel himself, though the company later clarified that this wasn't the case.In 2004, the Justice Department (during the George W. Bush administration) sued the chain for discriminating against Black customers. In 2006, they settled a lawsuit involving three of their Illinois restaurants for “discriminatory practices, racially charged language, and inappropriate touching.”Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurantFounder Dan EvinsHis tone was considerably harsher when it came to defending a January 1991 directive to all the company's restaurants to fire employees “whose sexual preferences fail to demonstrate normal heterosexual values.” Mr. Evins's explanation for the edict was that gay people made customers in rural areas uncomfortable. As many as 16 openly or suspected gay employees were promptly fired.“They actually put a policy like this in writing, which was, and still is, shocking,” David Smith, a spokesman for the Human Rights Campaign.The New York City Employees Retirement System, which owned more than $6 million of Cracker Barrel shares, led other stock owners in using their votes and other legal means to organize resistance. In March 1991, Mr. Evins apologized and said the policy had been rescinded. But New York and its allies fought until 58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.In July 2001, shareholders replaced Evins as CEO with Michael A. Woodhouse, who at the time was serving as the company's chief operating officer. Evins maintained his position as chairman of the board.Prior to founding the company, Dan worked for Consolidated Oil, a company founded by his grandfather.Cracker Barrel took down Pride page after rebrand fiascoCompany faced criticism over modernist redesign and support for LGBT causes before stock reboundThe website link for Cracker Barrel's Pride page, which used to boast that the company was "bringing the porch to Pride," now redirects to its "Culture and Belonging" page.Cracker Barrel previously sponsored the Nashville Pride Parade in 2024 and unveiled a line of rainbow-colored rocking chairs for Pride month. The company also has an LGBTQ employee resource group called the "LGBTQ+ Alliance," along with groups for veterans and other communities.Despite claims it's 'too woke,' Cracker Barrel actually has a fraught LGBTQ+ historyCracker Barrel received a score of zero on the inaugural index in 2002. The chain was criticized in the 1990s for discrimination against gay employees. In 1991, the company adopted a corporate policy stating that any worker who failed to demonstrate "normal heterosexual values" would be fired. Eleven employees were terminated under the rule, leading to boycotts and protests nationwide. Over time, Cracker Barrel's HRC score improved, reaching 80 in 2021 after the company took several public pro-LGBTQ stances.58 percent of the shareholders in 2002 persuaded Cracker Barrel's board to vote unanimously to explicitly forbid antigay discrimination in its equal employment policy.Proud Representation: Business Resource Groups: These voluntary, employee-led organizations are open to all employees and provide opportunities to network, develop leadership skills, and serve as cross-functional resources for our teams.AMPT (Advancing Modern Professionals for Tomorrow) aims to connect and empower modern professionals by promoting a community of inclusive, ambitious, and diverse members that unify through the Cracker Barrel to equip our community and leaders for the future. This BRG provides networking, development, and community outreach opportunities that supplement the professional and personal lives of its members.The mission of Be Bold is to cultivate and develop Black Leaders within the Cracker Barrel organization utilizing allyship, mentorship, and education to create a path to continued excellence as well as a vibrant and diverse community.B-Well: Cracker Barrel's Wellness BRG partners with the Benefits Department to improve the employee experience by sponsoring health and wellness activities that nurture employees' physical, emotional, financial, and intellectual well-being. Balance in these areas reduces distractions and allows employees to improve their focus and productivity.HOLA's mission is to promote Hispanic and Latino culture through hiring, developing, and retaining talent within Cracker Barrel. To create a culture of inclusivity and awareness through community outreach.LGBTQ+ Alliance: Supporting Home Office and Field employees to bring their whole selves to work while strengthening Cracker Barrel's relationship to the LGBTQ+ community.NeuroVerse Collective is focused on advocacy and education around Neurodiversity.Our Veteran's BRG, SERVE, is dedicated to advocating for leadership and development opportunities for its members. We foster an environment of networking and volunteerism while focusing on recruitment, retention, and advancement of Veterans at this company.Women's Connect: Our mission & goal is to inspire the women of Cracker Barrel by empowering, educating and engaging to achieve the strategic initiatives of Cracker Barrel.The anti-DEI purge continues: MMFed emphasizes its commitment to 'independence' as Lisa Cook pledges to sue over Trump's 'illegal' firingWhite House fires CDC director [Susan Monarez] who says RFK Jr. is ‘weaponizing public health'White House names RFK Jr deputy Jim O'Neill as replacement CDC directorUnlike Monarez, O'Neill, a former investment executive, does not have a medical or scientific background. He served as a speechwriter for the health department during the George W Bush administration, and went on to work for the tech investor and conservative mega-donor Peter Thiel.Trump Fires Member of Board That Approves Railroad MergersRobert E. Primus received an email from the White House terminating his position, but he said he would continue his duties.The Oligarchy Rules!: Trump makes the government Intel's largest investorIntel has entered into an agreement with the U.S. government, specifically the Department of Commerce, for an $8.9 billion investment in the company. This investment is in the form of the government purchasing Intel common stock.The U.S. government will gain a nearly 10% stake in Intel.This funding is part of the CHIPS and Science Act and the Secure Enclave program, aimed at boosting the domestic semiconductor industry.The government's ownership will be passive, with no board representation or governance rights.Each Warrant represents the right to purchase one share of common stock at an exercise price of $20.00 per share.On August 18, 2025, Intel Corporation entered into a Securities Purchase Agreement with SoftBank Group Corp. pursuant to which SoftBank agreed to purchase 86,956,522 shares of the Company's common stock for an aggregate purchase price in cash of $2.0 billion, representing a price per share of $23.00 per share.Goodliest of the Week (MM/DR):DR: Korea passes boardroom reform, curbing chaebol power MM DRMM: Red Lobster Is Betting on Black Diners With Its Brand ComebackMM: Bluesky now platform of choice for science communityAssholiest of the Week (MM):Shareholder democracyFrom Mike Levin, host of Shareholder Primacy and writer of the Activist Investor newsletter: Followers here should recall ten current and former TSLA directors agreed to repay about $735 million in comp they received from 2017-2020 as part of a settlement of a derivative lawsuit, Detroit v. Tesla.February 25, 2025 - TSLA receives $735 million in cash and returned options from ten director defendants, five of which currently serve on the TSLA BoD, without specifying how much each defendant paidMarch 31 - We filed our opening brief, acknowledging that receipt of the damages and noting the five director defendants currently on the TSLA BoD had not filed SEC Form 4 showing a change in options holdings to reflect returned optionsApril 29 or 30 - TSLA BoD authorizes cancellation of options to reflect the settlementMay 1 - The five defendants currently on the TSLA BoD file Form 4 showing return of options as part of the settlement.It is impossible for Tesla to have received Settlement Options from Current Director Defendants by February 25, 2025 and for Current Director Defendants to have conveyed them to Tesla on May 1, 2025. Either Tesla misrepresented receipt of the Settlement Amount in a sworn affidavit or Current Director Defendants failed to timely file Form 4 with the SEC.From Kevin Barnes of K-Bar Holdings LLC, shareholder proponent at Eagle Materials:Files shareholder proposal to de-classify the board by amending the charter via Special Meeting in the June 23, 2025 proxy statementAt the AGM held August 4, 2025, Barnes wins the advisory vote… by a LOT - 92% in favor (92%!!!) - made more impressive given that 37.3% of shares are held by Fidelity, Vanguard, BlackRock, and JPM, not exactly communistsKevin emailed me Tuesday to say Eagle “has yet to notice a Special Meeting to formalize [the amendments]”On August 16th, 19 days after Samsara (where Marc Andreessen and Sue Wagner spend their time) held its AGM, the company added Gary Steele (whose company Shield AI is private and funded in large part by Andreessen Horowitz) to the boardQorvo, after John Cheveddan's shareholder proposal asking for the right of investors to call special meetings failed with 44% in favor and approved pay with just 59% in favor, ONE DAY after the annual meeting the board “approved” giant golden parachutes for the executivesMeritocracyRobert Primus: Trump Fires Member of Board That Approves Railroad Mergers“Robert Primus did not align with the president's America First agenda, and was terminated from his position by the White House.” He added, “The administration intends to nominate new, more qualified members to the Surface Transportation Board in short order.”Primus is a black man who went to Harvard and Hamton and has more than 20 year experience in politics - he was given the position originally by TrumpLisa Cook: Trump says he's removing Fed governor Lisa Cook, citing his administration's allegations of mortgage fraudLetitia Jones: Justice Dept. Abruptly Escalates Pressure Campaign on a Trump AdversaryMuriel Bowser, Karen Bass: Cities led by Black women are the first targets of Trump's political power grabKnow your surrendering boards DRCracker Barrel CEO Under Pressure To Resign After Logo U-TurnCarl Berquist (2019), Chair, ex Arthur AndersenJody Bilney (2022), ex HumanaSteve Bramlage (2025), Casey's GeneralGilbert Davila (2020), diversity marketing CEO (PoC!)John Garratt (2023), ex Dollar GeneralMichael Goodwin (2024), tech at PetSmart (PoC!)Cheryl Henry (2024), ex Ruth'sJulie Felss Masino, CEOGisel Ruiz (2020), ex Sam's Club (PoC!)Daryl Wade (2021), ex Union Square Hospitality (PoC!)Cracker Barrel board member under fire for DEI backgroundTrump makes the government Intel's largest investorFrank Yeary (2009), Chair, PE/VC tech guyJim Goetz (2019), SequoiaAndrea Goldsmith (2021), dean at PrincetonAlyssa Henry (2020), ex CEO of BlockEric Meurice (2024), ex ASML HoldingsBarbara Novick (2022), ex Blackrock founderSteve Sanghi (2024), Microchip TechnologyGreg Smith (2017), ex BoeingStacy Smith (2024), ex KioxiaDion Weisler (2020), ex HPHeadliniest of the WeekDR: Pork Industry Leader David Newman Selected as National Pork Board's Next CEOMM: Jeff Bezos Said He Would Have 'Felt Icky' Had He Taken Any More Shares Of Amazon: 'I Just Didn't Feel Good...'MM: Sam Altman says colleagues are glad he's a dad now, because they think raising a child will help him make ‘better decisions for humanity'Who Won the Week?DR: Hopeful Susan Collins slayer and oyster farmer Graham Platner: “I did four infantry tours in the Marine Corps and the army. I'm not afraid to name an enemy, and the enemy is the oligarchy. It's the billionaires who pay for it, the politicians who sell us out.”MM: Journalists who listen to Business Pants: Cracker Barrel's inconvenient fact: all the customers who loved its old logo had stopped going to the restaurant - where Dee Ann Durbin of the AP literally took my rant about foot traffic and stock movements part for partPredictionsDR: The following lines will be deleted from Cracker Barrel's next proxy statement:[The Public Responsibility Committee ] “Reviews the Company's progress in its diversity and inclusion initiatives and compliance with the Company's responsibilities as an equal opportunity employer”“ In addition, our nominees — including five (5) women and three (3) individuals who are racially or ethnically diverse — embody the diversity that we believe is critical to the effective functioning of any public company board today, particularly in a consumer-facing industry such as ours.”“Board Diversity Matrix”Or at least the following term from that matrix: “Non-Binary”“Gilbert R. Dávila, age 61, first became one of our directors in July 2020. Since 2010, Mr. Dávila has served as the President and Chief Executive Officer of DMI Consulting — a leading multicultural marketing, diversity & inclusion, and strategy firm in the United States.”Cracker Barrel board member under fire for DEI background after restaurant ditches traditional logo MM: Ramon Laguarta, the CEO of Pepsi, quietly scraps a plan for their brand Quaker Oats to remove the picture of the old white quaker guy from the cartons of oats and instead asks the marketing team to make the quaker guy even older and whiter and possible they should consider adding a shotgun in his hands with “boobs rule” written on the side of it

In the evolving world of alternative investments, AICPA's "PE/VC" guide often is only a starting point in the valuation of complex financial instruments.  Valuation specialists in this field combine their experience with formal guidance and financial theory.  Ms. Antonella Puca, Managing Partner at BlueVal, wrote a book on “Early Stage Valuation, A Fair Value Perspective” that summarizes her studies and experience in this field.   We will discuss her journey and hear how she addresses: Presenting technical complexity in a clear and concise form Influence of the fair value perspective on the scope and perspective of the book Ongoing relevance of fair valuation concepts in an evolving industry and economy Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Antonella Puca, Partner, BlueVal Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  The FVS Valuation Podcast archives  Valuing Complex Financial Instruments 409A Valuations - What You Need To Know Valuation Considerations in Equity Compensation Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

In the evolving world of alternative investments, AICPA's "PE/VC" guide often is only a starting point in the valuation of complex financial instruments.  Valuation specialists in this field combine their experience with formal guidance and financial theory.  Ms. Antonella Puca, Managing Partner at BlueVal, wrote a book on “Early Stage Valuation, A Fair Value Perspective” that summarizes her studies and experience in this field.   We will discuss her journey and hear how she addresses: Presenting technical complexity in a clear and concise form Influence of the fair value perspective on the scope and perspective of the book Ongoing relevance of fair valuation concepts in an evolving industry and economy Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Antonella Puca, Partner, BlueVal Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  The FVS Valuation Podcast archives  Valuing Complex Financial Instruments 409A Valuations - What You Need To Know Valuation Considerations in Equity Compensation Financial Instrument Valuation Series: SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com  

The following article of the Finance & Fintech industry is: “Strategies for PE, VC Firms to Exit Investments in Mexico” by César Alejandro Núñez, Director Latin America, Houlihan Lokey Financial Advisors, Inc.

My guest this week is Chris Van Dusen, a Senior Partner at Solyco Capital, a vertically integrated PE/VC firm providing capital and operational support to late-stage startups and growth companies. With over $20M in marketing leadership experience, he helped drive a $75M exit as Chief Growth Officer at Balanced Health Botanicals and has worked across high-growth sectors from CBD to CPG and spirits.   Chris also co-founded Surf City Still Works, raising $3.7M and scaling it into a 25,000 sq ft production facility—the first of its kind in Orange County. A former founder, operator, and marketing agency leader, he brings deep expertise in capital strategy, brand growth, and building companies from the ground up. Socials and website Linkedin: https://www.linkedin.com/in/chrismvandusen/ Facebook: https://www.facebook.com/christophervandusen Instagram: https://www.instagram.com/chrismvandusen X: https://x.com/vandusen Website: https://linktr.ee/chrismvandusen   Follow Digital Niche Agency on Socials for Up To Date Marketing Expertise and Insights: Facebook: https://www.facebook.com/digitalnicheagency Linkedin: https://www.linkedin.com/company/digitalnicheagency Instagram: DNA - Digital Niche Agency @digitalnicheagency  Twitter: https://twitter.com/DNAgency_CA YouTube: https://www.youtube.com/@DigitalNicheAgency  

The discussion underscores the importance of participating in professional communities like the AICPA FVS Section for continuous learning and support.  Bethany and Tade highlight how the FVS community has significantly contributed to their professional growth by providing key resources to assist with client engagements and a supportive community of professionals.    Using FVS Section resources in client work Networking benefits – connecting with supportive SMEs Community involvement aiding professional development Continue reading to learn about key resources available at AICPA-CIMA.com Guests:   Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC and Tade Akinkugbe, ABV, ASA, Senior Manager, KPMG Host: Josh Shilts, CPA/ABV/CFF/CGMA, Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES MENTIONED IN THE EPISODE - the following are all available as part of an AICPA FVS Section membership.  Click here to learn more about joining this community. In addition to exlusive resources such as the following, you also get 16 credits of complimentary CPE If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies (the PE/VC guide) Valuation of Privately Held Companies Equity Securities Issued as Compensation (the "Cheap Stock" guide) PE/VC Accounting and Valuation Guide Best Practices Primer on private equity and venture capital valuations Valuation of carried interest in private equity and venture capital firms | FVS webcast archive A CPAs guide to family law services – FVS Practice Aid Valuations for financial reporting toolkit FVS Estate and Gift practice aid and toolkit If you are not yet an FVS Section member, here are links to purchase 2 of our most popular guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  From the FVS Valuation Podcast archives  - available to all Women Leaders in Business Valuation Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 Recruiting Challenges in BV: The Perfect Storm LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

The discussion underscores the importance of participating in professional communities like the AICPA FVS Section for continuous learning and support.  Bethany and Tade highlight how the FVS community has significantly contributed to their professional growth by providing key resources to assist with client engagements and a supportive community of professionals.    Using FVS Section resources in client work Networking benefits – connecting with supportive SMEs Community involvement aiding professional development Continue reading to learn about key resources available at AICPA-CIMA.com Guests:   Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC and Tade Akinkugbe, ABV, ASA, Senior Manager, KPMG Host: Josh Shilts, CPA/ABV/CFF/CGMA, Director, Dean Dorton Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES MENTIONED IN THE EPISODE - the following are all available as part of an AICPA FVS Section membership.  Click here to learn more about joining this community. In addition to exlusive resources such as the following, you also get 16 credits of complimentary CPE If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies (the PE/VC guide) Valuation of Privately Held Companies Equity Securities Issued as Compensation (the "Cheap Stock" guide) PE/VC Accounting and Valuation Guide Best Practices Primer on private equity and venture capital valuations Valuation of carried interest in private equity and venture capital firms | FVS webcast archive A CPAs guide to family law services – FVS Practice Aid Valuations for financial reporting toolkit FVS Estate and Gift practice aid and toolkit If you are not yet an FVS Section member, here are links to purchase 2 of our most popular guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  From the FVS Valuation Podcast archives  - available to all Women Leaders in Business Valuation Using AI in Your Valuation Practice – Part 1 Using AI in Your Valuation Practice – Part 2 Recruiting Challenges in BV: The Perfect Storm LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

In this episode of Molecule to Market, you'll go inside the outsourcing space of the global drug development sector with Jason C. Foster, Chief Executive Officer and Executive Director at Ori Biotech. Your host, Raman Sehgal, discusses the pharmaceutical and biotechnology supply chain with Jason, covering: How being frustrated by big company life led to the development of a business unit within Reckitt Benckiser that went on to be valued at $1bn The story of how a spin-out went on to list on the LSE with a cool $3.5bn market cap Taking his skills and experience before making 18+ healthcare start-up investments,... determined to add value beyond the cash Being wowed by the potential of CGTs and building the business he always wanted to work for in Ori The mission is to build enabling technology for power cell therapy companies and cut down the manufacturing costs by at least 50% to improve accessibility and affordability. Jason has held leading roles in consulting, healthcare and technology companies for over 20 years in the US, UK and Europe. He is CEO and Executive Director for Ori Biotech, a cell and gene therapy manufacturing technology start-up with offices in London and New Jersey. He raised a $100M Series B funding round in December 2022. Jason also serves as a Non-Executive Director of London-based health tech start-ups gripAble and Credentially and Auxita Pty, an Australian healthcare data platform. As the Managing Director of Health Equity Consulting, he has advised PE/VC funds, family offices, accelerators and healthTech start-ups.   Please subscribe, tell your industry colleagues and join us in celebrating and promoting the value and importance of the global life science outsourcing space. We'd also appreciate a positive rating! Molecule to Market is also sponsored and funded by ramarketing, an international marketing, design, digital and content agency helping companies differentiate, get noticed and grow in life sciences.

Advisor Tech with Jump Advisor AI CEO Parker Ence Hosts Brad Wright and Kevin Williams are joined by Parker Ence, CEO and cofounder of Jump Advisor AI. Parker is an entrepreneur and operator with 12 years CEO/cofounder experience across advisor tech, data, AI, and SaaS. As CEO, he's operated companies in spinoff, turnaround/distressed, and startup scenarios. Parker also has experience in PE/VC, consulting, and economic development. He has his MBA from Stanford. They discuss: - How Jump AI turns conversations into tasks, notes, and compliance records with secure AI -Ways it can help with meeting prep -The amount of time it can save advisors and what advisors are doing with that extra time For more on Jump Advisor AI: https://jumpapp.com/  

从 20 世纪 90 年代至今，中国风险投资经历了从无到有、从弱到强的发展历程。20 多年来，创投行业的发展也驱动了中国诸多行业 -- 从互联网到高新科技企业 -- 的诞生和成长。在时代浪潮的影响下，当时担任证券律师的郑伟鹤在 2000 年成立了中国第一批的私募股权基金同创伟业。同创伟业不仅是中国创投领域的领军企业，同时也培养了诸多行业中的优秀人才，因此被誉为「PE/VC 界的黄埔军校」。 我们今天的节目请到了同创伟业的创始人郑伟鹤，他与我们聊了聊同创伟业的在 20 世纪初创立故事和中国创投的成长史，同时也与我们分享了在 20 多年的行业起伏中，他对投资和当今科技创新的观察和思考。 科技早知道也联合出海同学会，会在六月的深圳与同创伟业一起举办一场线下活动，期待和我们的听众们一起在线下聊深科技、硬件、机器人等等这些赛道和领域。因为场地有限，我们会做一定的筛选，点击报名表格 (https://wj.qq.com/s2/17949074/zbr5/)进行报名。 本期人物 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 徐瑞呈 Richer，大观资本北美负责人 郑伟鹤，同创伟业创始合伙人 主要话题 [02:51] 从证券律师到创业投资人，同创成立的目标是打造中国的「红杉」和「黑石」 [12:15] 投资的底层逻辑：广泛布局各个行业，聚焦细分市场的「隐形冠军」 [16:23] 超过 100 家被投企业 IPO，同创伟业如何「闻出上市的味道」？ [20:30] 扎根中国资本市场且要“不断的出手” [31:27] 香港为什么最近又成为了国内企业上市的优选？ [44:57] 未来是科技爆炸的时代，人工智能、机器人和生物医药将是核心赛道 [55:06] 中国的奇迹依然在继续，投资人要保持耐心、好奇心与热情 幕后制作 监制：Yaxian 后期：Jack 运营：George 设计：饭团 商务合作 声动活泼商务合作咨询 (https://sourl.cn/6vdmQT) 加入我们 加入我们：声动活泼正在寻找商业化合作经理、播客节目监制的全职伙伴，以及早咖啡内容实习生，详情点击招聘入口； 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 声小音 https://files.fireside.fm/file/fireside-uploads/images/4/4931937e-0184-4c61-a658-6b03c254754d/gK0pledC.png 欢迎扫码添加声小音，在节目之外和我们保持联系。 Special Guest: 郑伟鹤.

In this episode of the Biz/Dev podcast, David and Gary tackle P.E.s, V.C.s, and—let's be real—those irresistible cheddar biscuits at Red Lobster (because, seriously, who can resist?). Joining the fun is Jonathan Rhyne, CEO and Co-Founder of Nutrient, who shares his expertise on juggling time, documents, people, marketing, and money like a true pro.LINKS:Nutrient Website @jdrhyne on X___________________________________ Submit Your Questions to: hello@thebigpixel.net OR comment on our YouTube videos! - Big Pixel, LLC - YouTube Our Hosts David Baxter - CEO of Big Pixel Gary Voigt - Creative Director at Big Pixel The Podcast David Baxter has been designing, building, and advising startups and businesses for over ten years. His passion, knowledge, and brutal honesty have helped dozens of companies get their start. In Biz/Dev, David and award-winning Creative Director Gary Voigt talk about current events and how they affect the world of startups, entrepreneurship, software development, and culture. Contact Us hello@thebigpixel.net 919-275-0646 www.thebigpixel.net FB | IG | LI | TW | TT : @bigpixelNC Big Pixel 1772 Heritage Center Dr Suite 201 Wake Forest, NC 27587 Music by: BLXRR

In this episode, we sit down with Hussein Attar, CEO of Tech Invest Com, a leading PE/VC firm with 1B SAR invested in regional tech startups. Hussein shares his journey from co-founding Sawerly, a former top MENA photography booking platform that was named one of the Top 50 Arab Startups by Forbes Middle East in 2015, to his current work supporting the regional ecosystem through investments and mentorship.   Key highlights from our conversation:   •  Entrepreneurial Lessons: Hussein reflects on his early experiences with Sawerly and the key lessons learned that shaped his current approach to investing.   •  Foundational Steps for Startups: Practical advice for new entrepreneurs on how to lay a strong foundation for success, including building the right team.   •  Investment Insights: What Hussein looks for when investing in startups and how his approach differs from other VC firms.   •  Government Engagement: Advice on working with Saudi government entities and how to successfully collaborate with them.   •  Cultural Factors: Essential cultural considerations for entrepreneurs starting or scaling their businesses in Saudi Arabia.   •  Building Resilience: Hussein shares strategies for maintaining resilience during tough times and how to know when it's time to move on from a business idea.   •  Marketing on a Budget: Effective, low-cost marketing strategies for startups to maximize growth.   •  Health & Wellness: We also discuss the growing importance of prioritizing health for entrepreneurs.   Hussein's passion for the startup ecosystem shines through in this episode, and his insights are invaluable for anyone looking to grow in the MENA region. Tune in for expert advice on entrepreneurship, investment, and navigating the challenges of building a successful business.

Highlights from this week's conversation include:Bob's Background and the Best and Worst of Running a Coffee Shop (0:11)  Transition to Nonprofit Work (1:59)  Formative Experiences in Finance (3:47)  Transforming Nathan Cummings Foundation (5:43)  Shifting Organizational Culture (7:36)Convincing Skeptics of Impact Investing (11:53)Defining Impact Investing (15:03)  Mission-Aligned Investing Toolkit (16:28)  Insider Segment: AI Solutions for Today's Financial Institutions (18:43)Custom AI Solutions (20:36)Multi-Channel Strategies (22:39)Investment Team Reflection (25:02)Due Diligence 20 Pledge (27:49)Accountability in Search Processes (32:02)Impact America Fund Investment (35:53)  Understanding Allocator Decisions (37:26) Pay It Forward Mindset (38:02)  Encouragement for Impact Investing (39:17)Flexible Capital Initiative and Parting Thoughts (41:38)Nathan Cummings Foundation is a multigenerational family foundation, rooted in the Jewish tradition of social justice, working to create a more just, vibrant, sustainable, and democratic society. We partner with social movements, organizations and individuals who have creative and catalytic solutions to climate change and inequality. Learn more: http://nathancummings.orgBottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Highlights from this week's conversation include:The Story of the Ford Foundation (1:05)Development of Mission Investment Criteria (4:08)Results of the Investment Strategy (7:21)Complexity of Impact Investing (10:16)Importance of Long-Term Perspective (12:57)Learning and Adapting in Impact Investing (17:08)Quality Jobs Impact Investing (21:41)Insider Segment: AI-Driven Solutions for VC Funds and Portfolios (24:09)Successful Engagements and Outcomes (27:55)AI Integration in Business Strategies (29:53)Public Recognition of AI Efforts (33:29)Capital Access Imbalance (35:14)Impact of Diversity on Economic Growth (37:02)Portfolio Diversity Challenges (40:39)The Weaponization of Quotas (42:52)The Role of Behavioral Insights (48:43)Strategies to Reduce Bias (52:02)Advice for Diverse Fund Managers (57:55)Mergers and Consolidation Opportunities (1:00:14)Final Thoughts and Takeaways (1:04:46)The Ford Foundation is an independent organization working to address inequality and build a future grounded in justice. For more than 85 years, it has supported visionaries on the frontlines of social change worldwide, guided by its mission to strengthen democratic values, reduce poverty and injustice, promote international cooperation, and advance human achievement. Today, with an endowment of $16 billion, the foundation has headquarters in New York and 10 regional offices across Africa, Asia, Latin America, and the Middle East.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Highlights from this week's conversation include:Sarah's Background and Career Journey (0:18)Importance of Capital Allocation (5:09)Investment Philosophy (8:30)Manager Selection Framework (9:41)Framework Adaptability (12:54)Team-Based Decision Making (15:51)Investment Edge and Sustainability (16:43)Insider Segment: Enhancing Fund Thesis Through Custom AI Solutions (18:14)Impact of AI on VC Firms (21:03)The Role of Discipline in Fund Management (23:10)Importance of Mentorship in the Industry (27:38)Supporting Emerging Fund Managers (30:33)Explorer Rating Platform (32:45)Community Foundations' Impact (33:49)Braving Our Savings (35:05)Advice for Emerging Allocators (37:24)NEPC, LLC is one of the industry's largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.7T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted and thoughtful stewards of capital, we measure our accomplishments by the success of our clients. As an employee-owned company, we know our greatest strength is our people, an exceptional and diverse group of professionals united in their commitment to fulfilling your long-term financial objectives. Our goal is to deliver objective investment advice and the highest level of service. We invite you to experience the NEPC difference. Visit nepc.com to learn more.  Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Highlights from this week's conversation include:Christina's Accidental Career Path (0:51)Entry Into Hedge Funds (2:43)Storytelling in Venture Capital (3:22)Market Research Importance (5:54)Lessons from Bridgewater (7:55)Consulting at FBG (11:28)Education's Role in Consulting (13:03)Client Needs for Reliable Data (15:32)Understanding Venture Goals (17:39)DPI vs. IRR Narrative (18:43)Insider Segment: Custom AI Model Training (21:10)Data Security Risks (26:11)Cost-Effectiveness of Custom Solutions (28:14)Renaissance Venture Capital Overview (30:36)Overview of Startup Event Success (35:07)Investment Culture in Michigan (37:45)Criteria for Fund Selection (39:11)Importance of Risk Management (41:24)Final Thoughts and Takeaways (44:15)The Renaissance Venture Capital Fund was formed with the philosophy that venture capital is important for economic growth and that many major industrial and business regions such as the State of Michigan are underserved in the amount of venture capital available to fund exciting new ideas and technologies. Success is often built by a combination of innovation, capital and strong working relationships. Our belief is that by providing much needed capital to top tier venture capital firms that are active in Michigan and by building bridges between young innovation companies and Michigan's established business community, we can achieve regional success in the form of strong investment returns and economic growth.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. Learn more at bottega8.com/swimming.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

When we think of impactful investments, public fixed income probably isn't the first thing that comes to mind. Yet, it's driving far more capital into climate finance than we see in private equity, venture capital, and public equities combined. It's not just statistics – it's proof of the powerful impact fixed income can achieve.To learn more about the role of fixed income in sustainable impact investing, I'm speaking with Steve Liberatore, Head of ESG and Impact for Global Fixed Income, at Nuveen, one of the world's largest asset managers. A true pioneer, Steve has spent nearly two decades defining what sustainable bonds can achieve, crafting innovative green, blue, and nature bond frameworks that have become blueprints for the industry. Under his leadership, Nuveen's impact fixed income strategy is tackling some of today's most urgent challenges through a carefully structured approach that prioritizes positive social and environmental outcomes without compromising returns.Steve's strategy centers on “ring-fencing” proceeds to fund projects in four critical areas: affordable housing, renewable energy and climate, community and economic development, and natural resources. His approach drives large-scale impact by lowering the cost of capital for issuers, making it more affordable to finance sustainable projects that deliver long-term value.In this interview, Steve breaks down how Nuveen's global ESG strategy leverages public fixed income to drive measurable impact. Tune in for a fresh perspective on how responsible fixed income's unmatched scale is redefining impact investing and driving real, measurable change.–About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys to insights into how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors.–Connect with SRI360°: Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK–Key Takeaways: Introduction (00:00) Steve Liberatore's background and education (03:15) Early work experience (17:38) Joining Nuveen and expanding its ESG & impact portfolio (31:23) Overview of green, blue, social, and orange bonds (46:36) Benefits of sustainable bonds for issuers (50:56) Theory of change for impact investing in fixed income (57:30) Performance of ESG-integrated bond funds (01:04:53) Investing in bonds: Avoiding losers over picking winners (01:11:24) Nuveen's four thematic areas (01:22:33) Nuveen's impact measurement process (01:26:09) Future of ESG and impact investing in fixed income (01:32:25) Rapid fire questions (01:41:34) Contact information (01:47:19) —Additional Resources: - Stephen M. Liberatore LinkedIn - Nuveen Website

Highlights from this week's conversation include:Grady Becoming a Limited Partner (0:52)Networking and Mentorship (3:14)Understanding LP Dynamics (5:29)Job Satisfaction Among LPs (9:03)Understanding Corporate Innovation Needs (13:57)Connecting Startups with Limited Partners (15:22)Value Addition in Fund Manager Selection (18:30)Local Corporate LPs vs. State Money (20:22)Outside-In Investment Approach (22:51)Insider Segment: Implementing AI in VC and Portfolio Companies (24:14)The Importance of Data and Culture (28:35)Misuse of AI Terminology (30:54)AI Playbook for Executives (32:59)Key Qualities for GPs (34:51)The Role of Co-Investment (37:04)Avoiding Shiny Objects (38:58)Final Thoughts and Takeaways for Allocators (40:38)Grady Buchanan is an institutional and risk-based asset allocation professional. His focuses include venture capital fund investments as well connecting startup ecosystems across the globe. NVNG is focused on establishing stronger venture capital presences in regions throughout the US - managing a venture capital fund of funds tailored to meet the needs of local corporations and institutional limited partners. As a Founding Partner, Grady is responsible for the fund of funds portfolio, venture capital fund sourcing and diligence, and for investment allocation decisions.Grady is also the founder and CEO of OmniValley, an online social community exclusively for those looking to establish the right connections within entrepreneurial ecosystems. He's built a strong and growing platform housing institutional investors, venture capital firms, accelerators, and individuals in efforts to connect under-ventured communities to sophisticated, strategic, and engaged investors, sponsors, and mentors.Bottega8 offers secure and cost-efficient AI Model Training and Fine-Tuning tailored for financial institutions. If you're concerned about the expense and complexity of building in-house AI teams, or worried about the privacy and security risks inherent in Big Tech AI APIs, we provide the ideal solution for your proprietary data.Bottega8's solution is specifically designed for institutional financial clients, including PE/VC funds, hedge funds, broker-dealers, traders, investment banks, and fintechs. By partnering with us, you eliminate the need for expensive AI engineers, hefty API fees, and complex technical roadmaps—reducing your AI development costs by up to 85%. If you're seeking AI Model Training and Fine-Tuning services that prioritize security and cost-efficiency without sacrificing Big Tech fidelity, we'd love to talk to you. http://www.bottega8.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, October 25, 2024. My name is Nelson John. Let's get started.Qatar's Nebras Power was supposed to acquire up to a 49 per cent stake in Aditya Birla Group's renewable energy business for about $400 million, but the deal has been put on hold due to a valuation mismatch. Utpal Bhaskar reports that challenges such as competitive returns and execution risks in the Indian market continue to be concerns for investors. The Aditya Birla Group company is still seeing interest from Alberta Investment Management and BlackRock's Global Infrastructure Partners.India's startups aren't complying with certain rules. The Central Consumer Protection Authority has issued notices to 11 e-commerce companies including Blinkit, Zepto, Swiggy and Meesho for violating declaration rules. These violations include failing to display product manufacturing and expiry dates, among other packaging and labelling norms. Soumya Gupta writes that the CCPA took this action after users complained about receiving perishable items close to or after their expiry dates.After a long and contentious battle, the Insurance Regulatory & Development Authority of India has approved the Burman family's proposed acquisition of Religare, reports Anirudh Laskar. This nod marks a significant step towards the Burmans' takeover of Religare. Only approvals from the banking and market regulators are now pending. Despite initial resistance from Religare's management, the Burman family, which owns Dabur India, aims to solidify its ownership through an open offer of more than 3,400 crore rupees.In a surprising turn of events, 60 out of 100 private equity and venture capital executives in India failed a mandatory exam set by the National Institute of Securities Management (NISM), under directives from SEBI. This exam, which is crucial for maintaining registration, has stirred concerns within the sector. Critics argue that the exam's content, which spans various fund types—venture capital, private equity and public markets—is disproportionately focused on public markets, and does not reflect the practical differences between these fund categories. Sneha Shah and Ranjani Raghavan report on the embarrassing situation India's PE and VC sector is staring at. Last year, Ecom Express found itself at a crossroads, searching for new leadership after the health-related departure of its co-founder and CEO, T.A. Krishnan. With growth stalling, the company turned to Ajay Chitkara, a veteran of the telecom industry, to inject new life into its operations. Chitkara, known for his successful stint at Airtel, took the reins at a tough time and now faces a daunting task: steering Ecom Express towards profitability and a successful IPO. The company has reduced its losses, but sustaining growth remains a challenge, especially with new players such as Valmo shaking up the logistics market. Mint's startups editor Ranjani Raghavan tackles the question of whether Ecom Express's IPO can succeed when Delhivery's stock has failed to deliver.  SUBJECT/Title: Why finance pros at PE, VC funds are flunking Sebi exam  Pre-head: IRDA approves Burmans' Religare takeover; CCPA issues notice to quick commerce startups Qatar's Nebras deal with Aditya Birla Group's green arm on holdWhy are e-tailers on notice for legal metrology?IRDA gives Burman family green signal for Religaree takeover  Can Ecom Express's IPO succeed when Delhivery's stock has failed to deliver?Why finance pros at PE, VC funds are flunking Sebi exam

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity.   Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and shares his expertise to provide an overview to help us better understand what these instruments are, and how they are valued, including: Categories and classification of complex financial instruments Valuation approaches and methods Influence of market volatility, liquidity constraints, and broad macro-economic conditions on value Industry guidance resources available to valuation practitioners, auditors, and financial professionals Guest: Faisal Lakhani, CFA, ABV, Managing Director, CBIZ Valuation Group Host: Howard Mah-Lee, CFA, CAIA, ABV, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies - Accounting and Valuation Guide the“PE/VC” guide FVS Section members click here for complimentary access non-FVS Section purchase  Valuation of Privately Held Companies Equity Securities Issued as Compensation the“cheap stock” guide FVS Section members click here for complimentary access non-FVS Section purchase  This podcast episode is part of the extensive resource library available from the AICPA's Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics, valuation, litigation, and fraud services.  Visit us online, and if you're not already a member, consider joining this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content, including BRGonline, Daubert Tracker, and Merger Shark. LEARN MORE ABOUT  Accredited in Business Valuation(ABV) – Visit the home page and check out the ABV Infographic Certified in Valuation of Financial Instruments (CVFI) – Visit the home page and check out the CVFI infographic Certified in Fraud and Forensics (CFF) - Visit the home page and check out the CFF Infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com    

Casey is a growth veteran, with over a decade of experience in helping software companies scale fast. Whether it's garnering millions of views on Quora and LinkedIn or pioneering new growth levers (like booking his team on hundreds of podcasts), Casey is always looking for creative and value-led ways to grab attention and break from the mold. In his current role leading growth at ActiveCampaign, he is building organic growth engines to propel the team to $1,000,000,000 in ARR. On the consulting side, Casey works with some of the world's biggest firms including places like McKinsey & Company BlackRock Colemans GLG, Guidepoint etc., where he provides institutional guidance to PE/VC teams around topics such as: SMB marketing vendor selection, SaaS pricing, SaaS marketing/CRM tool differentiation, market analysis, inbound marketing, and marketing automation. --- Support this podcast: https://podcasters.spotify.com/pod/show/dylanconroy/support

Ricardo Torgal co-founded Indico Capital Partners in 2017, where he is General Partner and CFO. Prior joining Indico, Ricardo worked at Caixa Capital (2010-2017) leading VC and Private Equity investments. His previous experience includes work at Centrocar, Ascendum Group (2006-2010), helping to set up the reporting and management control unit, and was also responsible for the ERP implementation. From 2000 to 2006, he worked at BPI Private Equity, monitoring a PE/VC portfolio.

Q1 of 2024 has seen a significant increase in financial transactions.Total M&A volumes are up 30%, US IPO's are tracking 18% above this time last year and private equity firms are sitting on over $1 trillion of dry powder.In this episode, Stephen Barnett delves into the core principles underpinning this uptick in activity.We'll explore what lies on the horizon for the coming quarters and gain invaluable insights into the practical nuances of roles within these domains.Whether you're intrigued by the driving forces behind M&A deal flow or seeking clarity on the distinctions between Equity Capital Markets (ECM) and Debt Capital Markets (DCM), this episode is tailor-made for you and the perfect tool to assist your applications and preparation ahead of any internship! Hosted on Acast. See acast.com/privacy for more information.

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking. Our conversation tracks her education at U Penn and her discovery of the world of secondary investments. We then do a deep dive into the burgeoning area of secondaries - covering the evolution of the area from largely LP-led to now increasingly GP-led transactions. We compare these investment types in terms of liquidity, return profile and time horizon, and account for the staggering growth in the incidence of GP led secondary transactions as extension vehicles become more and more popular. We examine the investor perspective on all of this and suggest how secondaries could be added to a portfolio and the role they might play. In our reflection section Katie cites her motto of "sharing the credit and shouldering the blame" as well as other words of wisdom gathered over an illustrious career. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate. Learn more about your ad choices. Visit megaphone.fm/adchoices

Katie Stitch is a partner at W Capital Partners, a private equity firm based in the NYC area that provides secondary liquidity solutions to private company shareholders and to PE/VC investment firms. She has held a number of Board roles and started her career as an analyst in investment banking. Our conversation tracks her education at U Penn and her discovery of the world of secondary investments. We then do a deep dive into the burgeoning area of secondaries - covering the evolution of the area from largely LP-led to now increasingly GP-led transactions. We compare these investment types in terms of liquidity, return profile and time horizon, and account for the staggering growth in the incidence of GP led secondary transactions as extension vehicles become more and more popular. We examine the investor perspective on all of this and suggest how secondaries could be added to a portfolio and the role they might play. In our reflection section Katie cites her motto of "sharing the credit and shouldering the blame" as well as other words of wisdom gathered over an illustrious career. This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.

My guest today is Casey Hill, Sr. Growth Manager at ActiveCampaign! Casey is a growth veteran with over a decade of experience helping software companies scale fast. We're going to discuss organic growth at ActiveCampaign, from their Voice of the Customer campaign on LinkedIn, making the team a thought leadership channel, to re-imagined partnerships. Whether it's garnering millions of views on Quora and LinkedIn or pioneering new growth levers (like booking his team on hundreds of podcasts), Casey is always looking for creative and value-led ways to grab attention and break from the mold. In his current role leading growth at ActiveCampaign, he is building organic growth engines to propel the team to $1,000,000,000 in ARR. On the consulting side, Casey works with some of the world's biggest firms, including McKinsey, Blackrock, Colemans, GLG, Guidepoint, etc., where he provides institutional guidance to PE/VC teams around topics such as SMB marketing vendor selection, SaaS pricing, SaaS marketing/CRM tool differentiation, market analysis, inbound marketing, and marketing automation. Here's what we talked about: 00:00 - Intro 0:14 - Organic growth strategies for a billion-dollar company 4:20 - Organic growth strategies in software marketing 9:56 - LinkedIn marketing strategies and content creation 17:07 - Building authority on LinkedIn for personal branding and business growth 21:31 - Content creation, thought leadership, and marketing strategies 24:41 - Leveraging customer content for marketing success 29:45 - Leveraging LinkedIn for thought leadership and growth 35:09 - LinkedIn competition, partnerships, and brand evangelism 39:33 - B2B marketing strategies and influencer campaigns 47:15 - Growth strategies and marketing insights Follow Casey using these links: Website: https://www.activecampaign.com/ LinkedIn: https://www.linkedin.com/in/caseyhill/ Subscribe to FUNKY MARKETING: BOLD STRATEGIES FOR B2B GROWTH AND REVENUE on any podcast platform and drop a question here in the comments. Website: https://www.funkymarketing.net/funky-marketing-show/ Apple: https://podcasts.apple.com/us/podcast/funky-marketing-bold-strategies-for-b2b-growth-and-revenue/id1501543408?uo=4 Spotify: https://open.spotify.com/show/136A3zxZ5JYCukvphVP56M Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8xNDc5ZWNkMC9wb2RjYXN0L3Jzcw== YouTube: https://www.youtube.com/@funky_marketing And if you need help, check out the Funky Marketing Pricing page: https://www.funkymarketing.net/pricing/ #funkymarketing #b2b #marketing #sales #demand #revenue #podcast #contentmarketing #strategy --- Send in a voice message: https://podcasters.spotify.com/pod/show/funky-marketing/message

In this episode, CJ has a conversation with Ty Morris. In the last two decades, Ty has been a professional basketball player, in capital markets sales, a real estate developer and PE/VC investor, and has lived in two different countries and six different cities (Chicago, Boston, Indianapolis, Denver, NYC and Cluj-Napoca Romania). Life transitions and how to THRIVE during them... are very familiar to him. He's made 7-figures in three different industries, which gives him perspectives on how to help other young people go from 0-1 in brand new settings. Today, along with being a loving husband and father, his mission is to remove the roadblocks in human connection through the use of evergreen communication tools. (While still operating as a practitioner in RE/PE/VC - never want to become a philosophologist)   Key Topics 00:06:14 Overcoming rejection fuels hunger. 00:10:46 Adversity teaches important life lessons. 00:15:19 Embracing new opportunities despite challenges. 00:27:00 Transitioning out of professional basketball 00:31:20 Importance of introspection and self-reflection. 00:39:38 Slowing down for meaningful fatherhood. 00:42:10 Prioritize family time for grounding. 00:47:42 Importance of boundaries and confidence 00:57:16 Embrace change and personal growth. 00:59:33 The power of storytelling.   Connect with Ty Instagram LinkedIn     Connect with CJ Finley: CJ's Instagram   CJ's YouTube THRIVEONLIFE Podcast Instagram THRIVEONLIFE Website            

0:00 -- Intro.1:43 -- Start of interview.2:11 -- Suzanne's "origin story" "One of my proudest jobs was working with the NJ Pandemic Relief Fund"14:12 -- Joining the NYSE Board Diversity Initiative. *reference to Chief ("the only private membership network focused on connecting and supporting women executive leaders")15:22 -- Three key NYSE ESG Initiatives:The NYSE Sustainability Advisory Council (tackling the "E" in ESG)The NYSE/Syndio collaboration (tackling the "S" in ESG)The NYSE Advisory Board Council (tackling the "G" in ESG). It was created to help identify and place diverse candidates to serve on boards (*it has placed 38 board candidates, as of the date of this recording).Council: 25 members ("it launched in 2019 with 16 CEOs of the NYSE")Candidates: ~700 CEO vetted candidates.Companies: all ~2,400 NYSE listed companies + private PE/VC backed companies.25:04 -- On placing directors on cross-listed (international) companies. "Over 15% of our candidates are international"26:39 -- On the impact of SB-826, AB-979 and other board diversity efforts. "Intentionality [on this topic] works"28:47 -- On the ESG and DEI backlash. "ESG really suffers from a branding problem."31:46 -- Board dynamics, age and generational shifts in the boardroom. "The avg age of directors has remained at 64 years old."33:57 -- On the evolution and trends in board diversity. On the "pipeline falacy."36:33-- Current state of capital markets. History of the NYSE.40:27 -- Other corporate governance trends: term limits, board evaluations ("it's what you do with it afterwards"), global supply chain, green energy transition and cybersecurity expertise. *reference to E107 with David Larcker and Brian Tayan46:00 -- Books that have greatly influenced her life: Don Quijote by Miguel de Cervantes (1605 and 1615)Start with Why by Simon Sinek (2009)47:54 -- Her mentors, and what she learned from them: "it's more of a collective with other women."48:41 -- Quotes she thinks of often or lives her life by: "Success is not final, failure is not fatal, it's the courage to carry on that counts." Winston Churchill. 49:18 -- An unusual habit or an absurd thing that he loves: "I love to research obscure dogs."51:35 -- The living person she most admires: Jimmy Carter.Suzanne Brown currently leads the NYSE's effort to place more diverse candidates on corporate and private company boards. __ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__You can join as a Patron of the Boardroom Governance Podcast at:Patreon: patreon.com/BoardroomGovernancePod__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

In this podcast episode, we invited our experts Ada and Vion, who recently attended the annual PE/VC summit. The summit gathers different investors, LPs, and some startup founders.   We posed the question to our experts: What are the hot topics in Southeast Asia? The answer was revealing – fintech, SaaS (Software as a Service), and the burgeoning field of agritech are making waves in the region.    We explore the evolving landscape of investments and the intriguing concept of "lighter models." These are investments in tech-driven brands with high gross margins and minimal tangible assets, where the focus is not on massive growth but on sustainable profitability and cash flow.   But that's not all – we're taking a global perspective, looking beyond borders to examine the ever-shifting narrative surrounding investments in China. With headlines suggesting China may be becoming "uninvestable," we aim to cut through the noise and explore what lies beneath. Is China truly off the table for investors, or are there still opportunities to seize in this dynamic market?   So, stay tuned as we navigate the ever-evolving landscape of finance. You won't want to miss the valuable insights our guests have to offer.

01:13 | Enhanced performance reporting requirements for VC/PE/RE funds- Private funds are required to deliver a fee table and performance reporting similar to mutual funds/ETFs, some metrics are difference for VC/PE/RE funds- A standardized approach to performance reporting will lead to a renewed focus on marking assets to market prices- Late stage pre-IPO positions should use an ApeVue-like product that sources real world prices from 20+ institutional brokers06:16 | 3rd party valuations on advisor-led secondary transactions- Advisor-led secondary transactions require a 3rd party valuation on the asset being traded- LP-led secondary transactions are out of scope- Using a 3rd party pricing source or model valuation mitigates pricing risk when self-dealing; e.g. one AG Dillon Fund is buying LP interests from another AG Dillon Fund both with AG Dillon as general partner14:29 | No more side letters?!- Advisors running private funds are now required to disclose economic side letter terms to all investors- Transparency will most likely push advisors to standardization, like mutual fund sales load breakpoints- Many GPs will simply not allow 0/0 SPVs going forward pushing for buyers and sellers to find a 0/0 solution on their own

Rajat Tandon is the President of IVCA, India's apex body representing the interests of PE/VC industry, Real estate, Infrastructure and Credit funds, Limited Partners, Family offices & Corporate VC's. Rajat leads the planning, development, and implementing IVCA's regulatory advocacy activities, while also effectively influencing regulatory outcomes in support of the alternate asset class. Previously, Rajat was part of the leadership team at NASSCOM, where he headed NASSCOM's 10,000 Startups initiative, providing crucial support to technology startups in India. With his early stint as entrepreneur and extensive corporate experience in the IT & Telecom and GIS/Navigable maps, Rajat competently bridges the gap between boardroom expertise and on-the-ground experience. Over the past 25+ years, he has worked in various positions ranging from technical support, sales leadership, service delivery to strategic initiatives at Siemens, Nortel, and Nokia. Rajat also brings with him his extensive network in the startups space, having worked closely with most of the eminent industry leaders. His knowledge of the startup ecosystem, its constituents, successes, opportunities, and challenges run deep. He is also a member of CII National Start-up Council. A Post-Graduate in Business Management from the Indian Institute of Management Technology (IIMT), Ghaziabad, Rajat also has a Bachelor's degree in Engineering from Pune University. When not busy with the VC-PE and startup communities, you will find him spending quality time with family or enjoying a game of Golf.​ . . . Episode Notes: Introduction (2:00) The evolution of the Indian VC ecosystem in the past decade (3:20) IVCA's pivotal role in the advancement of the Indian VC ecosystem (5:06) Rajat's career path (7:45) IVCA's remarkable milestones and contributions (17:55) Envisioning a thriving startup ecosystem (26:04) Inspiring success stories from India's vibrant startup landscape (42:20) Rajat's lasting legacy: Shaping the future of Venture Capital (51:29) . . . Social Links: IVCA on Twitter: https://twitter.com/indianvca Rajat on Twitter: https://twitter.com/rajattandy Podcast on Twitter: https://twitter.com/thedesi_vc Akash Bhat on Twitter: https://twitter.com/bhatvakash Podcast on Instagram: https://instagram.com/thedesivc Akash Bhat on Instagram: https://instagram.com/bhatvakash 

Richard Wolkowitz is Founder of Xylogenesis | Family Office Advisory and serves as a family advisor with 25+ years of first-hand, inner working experience of multiple family offices (of all types). Rich's background is in law, business, independent board of director service, management, operations, financial services, and professional service firm leadership with a focus on serving multigenerational families and their full business and life continuum of needs. Rich began his legal career in The White House, and then joined an AM 100 law firm where he was an Equity Partner, Chair of the firm's Hiring Committee, and practiced international and domestic M&A and business transactions, serving as outside general counsel and consigliere to public, PE/VC-backed, and family enterprises. Rich then joined his own family's third-generation enterprise before managing two different single-family offices as non-family leader. Prior to founding Xylogenesis | Family Office Advisory, Rich managed a global family business consulting firm. He now consults for family offices, whether existing or in concept, supporting the family and their family office staff, and team of multidisciplinary trusted advisors. Rich graduated from the Georgetown University Law Center (LL.M, International Transactions and Comparative Law with distinction), Gonzaga University School of Law (JD, cum laude and Editor of The Law Review), and University of Illinois – Champaign-Urbana (BS, Agriculture Economics with honors) and resides in a suburb of St. Louis, Missouri.   What You'll Learn ●      When to establish a “family office.” ●      What the boundaries should be in family businesses. ●      Xylogenesis as a metaphor for a family business. ●      What the most progressive family offices are doing today.   Timestamps ·       [04:51] Rich's background. ·       [08:56] Establishing a family office. ·       [11:35] Family-employee boundaries. ·       [13:49] Legal exposures of family offices. ·       [18:35] Leveraging resources to grow. ·       [24:25] The process of Xylogenesis. ·       [31:01] Important questions to ask family members. ·       [34:32] When to look for a family office. ·       [41:44] What the most progressive family offices are thinking today? ·       [46:12] When to reach out to Xylogenesis.   Memorable Quotes ·       “Continuity for the sake of continuity isn't the right reason.” – Richard Wolkowitz [07:52] ·       “If you're mixing business and personal, that can jeopardize your licensure.” – Richard Wolkowitz [16:11] ·       “Life is short. Life may not continue like with thought.” – Richard Wolkowitz [45:11]     Social Media Richard Wolkowitz. Xylogenesis | Family Office Advisory.     Websites xylogenesis.com.

On this episode of The Wantrepreneur to Entrepreneur Podcast, we explore how job seekers (and entrepreneurs looking to stand out in a sea of proposals!) can succeed in a highly competitive marketplace. Our guest, Peri Ginsberg, CEO and founder of Workforce Ready Now, shares her insights on how to stand out from the crowd while applying for jobs and in interviews. You'll also hear how employers can ensure the success of entry-level talent by implementing mentorship programs to build confidence and support risk-taking.This episode is filled with tips and strategies for job seekers, including using multiple pathways to connect with individuals at the company, sending customized videos with job applications, and researching the company to demonstrate interest and attention to detail in cover letters. Additionally, we explore the importance of interview preparation, likability, and relatability. Tune in to learn how to leverage communication tools and coaching to effectively succeed in your job search.ABOUT PERIWorkforce Ready Now is the brainchild of Peri Ginsberg. Peri brings 10+ years full-desk recruitment experience for start-up, private, PE/VC, and publicly traded organizations. Prior to her recruitment career, Peri gained noteworthy corporate experience as a Mergers and Acquisitions Systems Specialist with Andersen Consulting, Director of IT and Portfolio Manager with Office Depot, and brings previous entrepreneurial experience building and operating a chain of high-end children's salons. Peri obtained her Bachelors and Masters from Cornell University. Throughout her career, Peri noticed that students, upon graduating from college, were overwhelmingly underprepared to navigate their way into the workforce. Peri married her extensive corporate America and hiring expertise with her passion for working with young adults, to build a modern methodology to provide workforce readiness coaching. Thus the birth of Workforce Ready Now.Peri lives in Boca Raton, FL with her husband and is the proud mother of two children; one currently attending Northeastern University and one at Florida State University.LINKS & RESOURCES:Workforce Ready NowPeri's LinkedIn

Host Gary J. Ross talks with Jeremy Neilson, Founder/CEO of Assure, the Fintech platform pioneer that supported Special Purpose Vehicles (SPVs) and PE/VC funds. Jeremy discusses the basics of special purpose vehicles (SPVs), such as their structure and common use cases. Jeremy & Gary also touch on the cost-saving benefits of forming master-series vehicles; fees and expenses involved in forming an SPV; the differences and similarities between SPVs and funds; and the pros & cons of SPVs. Gary concludes the podcast by asking Jeremy about the recent winding down of Assure and what Jeremy is thinking about doing next.

Today, we welcome Shubham Goel, Co-Founder and Co-CEO at Affinity. Affinity is a relationship intelligence platform for dealmakers. Affinity uses machine learning to score and increase the chance of closing deals, transforming traditional CRM. In this episode, Shubham shares his experience of meeting co-founder Ray at Stanford as undergrads, and talks about the future of CRMs, risks in relationship management, expanding the business, and fostering remote team culture.Episode Chapters:Childhood in India - 1:00Founding Affinity - 3:40 Attending School in the Valley - 6:30Affinity for PE/VC - 9:30The Future of CRMs and AI - 12:30Risks Impacting the Relationship Management Industry - 15:00The Vision of Affinity - 17:00Target Customer & Expansion - 19:20VC Tech Stack - 21:10Working with a Friend- 24:16Team Culture and Engagement - 27:10Ending Questions - 29:25As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.

 In the ninth episode of Season 11 of the Propcast, host Louisa Dickins is joined by Mateo Zimmermann, Investment Manager at CEMEX Ventures,  Chris Bone, Co-Founder & CEO at Modulous and Tim Davies, CEO at HiiROC Ltd. Episode Highlights: • The work that each of the businesses do and how they collaborate • The work HiiROC are doing to try and make hydrogen more affordable • The main issues currently facing the construction industry and the work being undertaken to try and find solutions  • How these issues can impair innovation and make the industry quite risk averse • The work Modulous are doing on ESG  • The challenge with bringing new talent into the industry who can help drive innovation and technology adoption Why it can take longer to see the rollout of new technologies within the space The different speed of innovation adoption across the industry and the frustrations this can cause • The investments CEMEX are making in companies working on green construction • The issues with supply/ delivery of materials and the work CEMEX are doing to try and resolve this • The future they all see for construction Resources: • LMRE Global Recruitment and Search Consultancy• LMRE YouTube Interviews• PropTech Salary Report, LMRE 2022• Leaplab | CEMEX Ventures• Construction Startup Competition • McKinsey• Modulous• Synhelion• PartRunner – Home Key Takeaways: • CEMEX have been amazing for us through this process because they're thought leaders in their space. They have great views on how the industry can be changed and that's something that we're very keen to help facilitate. Our vision is to help solve the housing crisis while protecting the planet. - Chris • We are rolling out the production of hydrogen, but we're working with partners like CEMEX to say how do we use it in the right setting? So how do you use it to produce cement? How do you use it to produce steel or for transport? - Tim • We can only tackle the challenges our industry are facing, and I want to emphasise on that,  if we industry players collaborate to build a better future. - Mateo • We're continually looking at both the physical product and the carbon content of that product. And until you understand the carbon content, it's very difficult to drive change, to improve that, or to be able to track it and understand exactly what level of carbon is, in our instance being put in our buildings. - Chris • It's a very tight margin business. Therefore, when you look at cement or steel and the like to suddenly introduce a much higher energy cost because you're using hydrogen, not natural gas or whatever else is nigh on impossible. So we as technology providers have to provide the solution that makes it affordable. - Tim • I think the paces are also a little bit different. There's obviously a lot of innovations in terms of materials that are happening, but not necessarily there is an adoption on the job site right on construction. - Mateo • It's very inefficient and obviously materials are a large part of the construction budget. So from 40 to 60% depending on the country and it's highly inefficient. It's actually one of the biggest  reasons for delays in construction. - Mateo About Our Guests: Mateo Zimmermann Mateo Zimmermann is Investment Manager at CEMEX Ventures, responsible for the Corporate Venture Capital Investments in startups in the Construction technology space. Before joining CEMEX Ventures, Mateo worked at The Boston Consulting Group (BCG) from 2013 to 2017 as a Management Consultant, where he promoted to Project Leader. He previously worked at StepOne as an Advisor for startups and corporates in their Digital Strategies. Before that he worked as an Investment Analyst in Private Equity and Corporate Debt at the Asset Management division of Arcano. He also worked for UBS and Electrolux Group. Mateo has a double degree in Engineering and Management. He graduated as MSc in Industrial Engineering and Management at Technische Universität Berlin (Germany) and obtained a Master in Management at ESCP Europe (Paris, France). He was born in Madrid (Spain) and has both the Spanish and German citizenship. CEMEX Ventures The global economy has endured a tough 2022. With decades-high inflation sapping post-lockdown spending and pushing central banks to hike borrowing costs at an unprecedented clip to bring it under control. Yet despite poor projections and an overall decline in VC funding, 2023 represents an optimistic year for startups in the ConTech sector. Predictions point to trailblazing new technologies and business models entering the industry to improve sustainability and reduce the global carbon footprint. That's why CEMEX Ventures, the corporate venture capital and open innovation unit of CEMEX, goes beyond simply investing. Since 2017, CEMEX Ventures develops relationships between entrepreneurs, investors, CEMEX, and other corporations in order to revolutionize the construction industry as we know it today. Chris Bone Chris is CEO and co-founder of Modulous, the construction technology company that was formed to address the global housing crisis while reducing the climate impact of real estate development. Chris has 25 years' experience in the construction industry, having managed businesses across consulting, manufacturing, and construction. At Modulous he is responsible for all aspects of the company's growth and development in the UK, Europe, and the USA. Modulous Modulous was founded in 2018 by a team of construction, technology, and manufacturing specialists to create an asset-light model for the design and delivery of sustainable homes. Its integrated digital and physical product suite is designed to make the whole construction cycle - from feasibility right through to delivery on site - more efficient and effective. Its software platform generates optimised schemes based on a Kit of Parts, which is manufactured within the supply chain, removing the need for dedicated factories. The Kit of Parts is a standardised set of assemblies providing a high-performance net-zero modular housing system, delivered in half the time of traditional housebuilding, with 70% less waste and 60% lower embodied carbon. Modulous has offices in London and Seattle and is the first globally scalable technology solution to address both the worldwide housing crisis and escalating climate emergency. Tim Davies Tim has held Chief Executive & Board roles across a variety of sectors including green-tech, retail & service-providers working with both corporates and start-ups. He has a proven track record of identifying and delivering new business opportunities and considerable value creation including 20 years' experience working for PE & VC-backed businesses. Now, as CEO of HiiROC, Tim and his team have developed a technology with a potentially transformational impact on Climate Change.  HiiROC A transformational new technology for affordable, clean hydrogen production using world leading proprietary plasma technology. HiiROC's Thermal Plasma Electrolysis (TPE) uses renewable (or grid) electricity to split hydrocarbons (biomethane, flare gas, natural gas, propane, etc) into zero-emission Hydrogen and inert solid Carbon Black (i.e. without producing CO2). TPE works at a fraction of the cost of Water Electrolysis, without the CO2 emissions of Steam Methane Reforming and is scalable from micro onsite (saving transport & storage costs) to industrial scale. The highly versatile technology is being piloted globally in 2023 across the hydrogen sectors from industrial decarbonisation to transport to grid blending and power management whilst also being used for flare gas mitigation and CO2 reduction using biomethane. About Our Host Louisa Dickins Louisa is the co-founder of LMRE, which has rapidly become the market leading global PropTech recruitment platform and search consultancy with operations across North America, United Kingdom, Europe and Asia-Pacific. To promote the industry she is so passionate about, Louisa set up the Global podcast ‘The Propcast' where she hosts and invites guests from the built environment space to join her in conversation about innovation. About LMRE LMRE is globally recognised for leading the way in Real Estate Tech & Innovation talent management. From the outset our vision was to become a global provider of the very best strategic talent to the most innovative organisations in PropTech, ConTech, Smart Buildings, ESG, Sustainability and Strategic Consulting. At LMRE we are fully committed at all times to exceed the expectations of our candidates and clients by providing the very best advice and by unlocking exclusive opportunities across our global network in the UK, Europe, North America and Asia-Pacific. Sponsors Launch Your Own Podcast A Podcast Company is the leading podcast production and strategic content company for brands, organisations, institutions, individuals, and entrepreneurs. Our team sets you up with the right strategy, equipment, training, guidance and content to ensure you sound amazing while speaking to your niche audience and networking with your perfect clients. Get in touch hello@apodcastcompany.com

Pre-IPO Stock Market Update - Mar 03, 2023 | Current valuations for largest pre-IPOs stocks, SVB's problems, One new decacorn, Two new unicorns, Pre-IPO stocks down for the week00:29 | Current valuation analysis for large pre-IPO stocks- SpaceX and N26 are the only two companies to post positive gains from their last primary financing round; 9% and 1% respectfully- Big losers are Instacart (-77% since last primary round), Kraken (-68%), Chime (-67%)- Every stock – outside of SpaceX and N26 – is down double digits most down 40% or more- From a ranking perspective SpaceX and Stripe still sit up top, Databricks jumped up two spots ahead of Instacart and Checkout.com … big movers were N26 moving from #16 to #9 – a 7 spot move – and Rippling from #14 to #8 – a 6 spot move03:24 | SVB restructures balance sheet (UPDATE: SVB has failed and is under control of FDIC)- Silicon Valley Bank (SVB) serves private fund managers (PE/VC) and their portfolio companies- SVB is the 16th largest bank in the US with $209b in consolidated assets per the Federal Reserve- SVB announced a balance sheet restructuring that included an equity capital raise- SVB stock price plummeted by more than 60% on Thu, 9 Mar and was down another 60% in pre-market trading on Fri, 10 Mar- SVB announced pre-market that they are looking to sell the business08:08 | Wiz becomes decacorn, Kindbody and Headway become unicorns09:14 | Pre-IPO stocks down -0.42% vs S&P up 2.00% ... Kraken up big (12%), Revolut and Rippling down (7% and 6%)AG Dillon & Co venture capital funds...- AG Dillon SpaceX Pre-IPO Stock Fund = www.agdillon.com/spacex- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = www.agdillon.com/top15Subscribe or follow...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = https://podcasts.apple.com/us/podcast/this-week-in-pre-ipo-stocks/id1653598601Spotify Podcasts = https://open.spotify.com/show/2ryF1V6y712AsizaRjImOHInstagram = https://www.instagram.com/aarongdillon/Facebook = https://www.facebook.com/profile.php?id=100089996314705LinkedIn = https://www.linkedin.com/company/ag-dillon-co

欢迎收听雪球和喜马拉雅联合出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好，我是主播匪石-34，今天分享的内容叫为什么二级市场更容易捡漏，来自陈嘉禾。在文玩市场上，有个词叫“捡漏”，意思就是捡到别人漏下来的、售价远低于实际价值的文玩。那么，什么地方能捡到漏呢？大家都知道，文玩最集中、质量最好的地方，就是各个文物拍卖行。这些拍卖行每年都会举办不少拍卖活动，但是并不能在拍卖市场捡到漏。因为在文物拍卖市场上，所有拿出来拍的文物，文化内涵何在、价值多少，拍卖行都明明白白做过调查。而来竞拍的人，也都对文玩物件有不错的了解。在这种市场上，大家轮番举牌，怎么容易捡到漏呢？也就是说，如果要捡漏，那么你的交易对手，一定得比你对文玩的了解要少、甚至要少很多才行。由是可见，“捡漏”这个投资收益率颇丰的投资技巧，说到底，依靠的是交易双方的信息不对称。文玩市场如此，资本市场也是一样。在资本市场上，如果我们的交易对手非常聪明，那么就很难捡漏。反之，如果我们的交易对手对企业的理解很不到位，天天基于一些别的原因进行交易（比如价格的涨跌），那么我们捡漏的概率就会大增。从捡漏的角度来说，一级市场、也就是股权投资市场，并不算是一个好地方。在股权投资市场，当PE基金、VC投资机构、天使投资人等股权投资者，试图参与到一家企业的股权投资中时，他们面对的交易对手，基本上都是企业的创始人、核心团队。或者，有时候交易对手来自企业更早期的投资者的股权转让：这些投资者也是经验丰富的股权投资高手。显然，这些交易对手，对企业的理解，都是非常到位的。甚至一些内部不为人知的事情，这些交易对手比后来的股权投资者，懂的还要多得多。在这种交易环境下，一级市场、也就是股权投资的投资者，就很难在交易中“捡漏”。当然，一级市场仍然诞生了很多伟大的基金，他们的盈利着眼点并不是“捡漏”，而是发现真正优秀的企业成长机会。也就是说，他们并不是以低于价值的价格去购买股权，而是看到了、或者有时候也是蒙对了企业未来的发展。不过，对于一级市场的投资者来说，当面对企业的投资请求时，很多时候并不容易区分哪些是“真正为了未来的发展而希望进行融资”，哪些是“借别人的钱来冒自己不敢冒的险、填自己不敢跳的坑”。毕竟，每一家抛出融资需求的初创企业，都会说“我们有充分的决心、企业有远大的未来。”但是很多时候，其真实情况并不让人满意。当面对这种“股权投资者和企业创始团队之间的信息差”时，由于投资者无法像创始团队那样了解企业，因此很多时候，股权投资者需要面对一个糟糕的困境：发展真好的企业往往不要钱，来要钱的往往真实情况一般般。对于超高速成长的初创企业来说，它们的成长速度往往会以成熟企业难以企及的速度增长。对于成熟企业来说，每年增长个10%就算不错的业绩，20%就算良好，而如果能增长30%，那么就可以算是出类拔萃了。比如，从2011年到2021年的10年里，贵州茅台公司的营业总收入，年复合增速是19.5%。以高速增长闻名的比亚迪公司为16.0%。而在这10年中，调味品行业的龙头海天味业也只有15.2%。以上这些例子，都是内地资本市场公认的优秀公司，年复合增长速度也不过在15%到20%。但是，在一级市场，增长快速的初创企业，可以以每年几倍的速度增长。这时候，看着企业高速飙升的流水，企业的创始团队是非常明白企业的价值的。现在问题来了，如果这样的企业真需要融资，创始团队是会自己凑钱、找亲戚朋友凑钱呢，还是会去找素未谋面的股权投资机构呢？面对这么好的机会，如果你是创始团队，你给谁？我曾经有两位创业的朋友，一个是做农产品和食品的，一个是做教育培训的。在企业发展早期，他们的企业每年的收入都增加好几倍，两年就能翻个十倍。如果一切顺利，那么三年体量就变成原来的三五十倍。当他们的企业需要融资时，他们不约而同都选择了自己找亲戚朋友凑钱、而不是找股权投资机构。正是由于这种交易对手的专业性，导致股权投资是一件非常困难的事：需要钱的不一定好，好的大半不需要钱。在这样一个大家都是专业人士的市场里，“捡漏”的确不是一件容易的事情。与一级市场相比，二级市场、也就是我们常说的股票市场，简直就是捡漏的天堂。其中的区别，要从两个市场不同的定价机制说起。在我们刚刚讨论过的一级市场，每一笔股权投资交易，都是股权投资者和企业创始人、或者早期投资基金谈出来的。在二级市场，一家公司的股票，主要有三种人持有。第一是上市公司的大股东，一般占到50%甚至更多的股份。第二是上市公司的次重要股东、一些长期战略投资者，一般会占到20%、30%左右。最后，则是相对更小的股东，占到大约10%到20%左右。有意思的是，二级市场的活跃股票价格，不是大股东决定的：最懂上市公司的大股东，往往交易反而最少。而且，他们每一笔交易，都要受到严格的监管，需要发布公告，等等。对于次重要股东和战略投资者，事情也是类似：他们交易的会稍微多一些，但是也并不频繁。在二级市场，最活跃、成交量最大的投资者，也就是交易行为对价格影响最大的投资者，是最后一种投资者。这些投资者持股占比不高，对公司的理解也最差，但是他们交易的最多。而这最多的交易量，也就决定了市场的价格。在二级市场，投资者的交易对手，在绝大多数情况下，既不是对公司了如指掌的大股东，也不是对公司知之甚详的重要战略股东，而是对企业并不太了解的、为数极其众多的投资者。对于这些为数众多的投资者来说，他们进进出出进行交易，每天的价格波动影响着他们变现的金额，因此这些价格波动远比企业的长期真实状况来得重要。与这些投资者做交易，当然就更容易“捡漏”了。

Alexander Tkachenko is Founder and CEO of VNX. Alexander is also the Founder of 2BE.LU, a Luxembourg-based VC fund, serves as co-Chair of the VC club at Luxembourg's PE/VC association, and as an Executive Council member at Digital Banking and Fintech Cluster in the Luxembourg Banking Association. VNX is the first European regulated investment platform for tokenized precious metals. It recently launched its VNX Gold token (VNXAU), which represents a stake in a physical gold bullion certified by the London Bullion Market Association (LBMA). 

Commercial growth strategist, storyteller, coach, mentor and advisor at data and analytics oriented technology companies.Has lead teams in various stages of growth cycles (PE/VC backed startups, turnarounds, pre-IPO to IPO companies) to exits via IPO (FactSet), acquisition (EDGAR Online), as well as through several equity/capital raises (FirstRain, Capify).http://www.slingstonegroup.comNext Steps Share your thoughts with a review - https://www.thedealscout.com/reviews/ Let's connect on LinkedIn - https://www.linkedin.com/in/joshuabrucewilson/ Subscribe and Watch on YouTube - https://www.youtube.com/channel/UCBQN_Y3nhDGClfMxCSBDjOg

Jacob and Nikhil sit down with Dr. Sachin Jain to discuss operating as a non-profit, competing in Medicare Advantage and when PE/VC backing doesn't make sense. He also shared some hot takes on new people entering healthcare and the importance of health systems in driving the move to value-based care.

Force Management is launching a new podcast. Revenue Builders is hosted by John McMahon and John Kaplan. They'll interview C-suite leaders, PE/VC leaders and executives who've been there, done that and delivered results. It's coming to you every Thursday and today we're giving you a sneak peek of what to expect. Subscribe here: https://www.forcemanagement.com/revenue-builders-podcast  Check out this and other episodes of The Audible-Ready Podcast at Apple Podcasts, Spotify, or our website.