Podcasts about Private equity

My guest today is Peter Lacaillade. Peter is the Chief Investment Officer for Private Investments at SCS Financial and has built one of the most respected private equity allocation platforms in wealth management, overseeing $50 billion for ultra-high-net-worth families and earning the same access as top-tier endowments. He shares how SCS's pooled vehicle structure enables them to compete with institutional giants for the best funds, avoiding the adverse selection that plagues most wealth platforms. Peter shares his investment philosophy across lower middle market buyouts, emerging independent sponsors, and early bets on category-defining managers like Thrive Capital and Shore Capital. We discuss what separates exceptional private equity managers, the evolution of the industry toward AI-powered strategies, and private markets going mainstream. Please enjoy this conversation with Peter Lacaillade. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:31) Advantages of Private Equity Over Public Markets (00:08:59) Talent Acquisition and Growth at SCS (00:10:28) SCS's Wealth Management Strategy (00:19:51) Challenges and Risks in Private Equity (00:26:06) The Future of Wealth Management (00:12:42) Trends in Private Equity (00:20:14) Challenges and Risks in Private Equity1 (00:22:58) Building Successful Private Equity Partnerships (00:26:06) The State of the Wealth Management Industry (00:35:07) Lower Middle Market Buyouts and Independent Sponsors (00:49:38) Introduction to Long Lake and Its Innovative Approach (00:50:21) AI-Powered Tools for Homeowners Associations (00:52:46) Permanent Capital Vehicles vs. Drawdown Funds (00:54:26) The Rise of Holding Companies (00:57:03) Emerging Trends in Venture Capital 01:05:44) The Role of Endowments and Liquidity Solutions (01:10:40) Jake and Frank's Partnership (01:13:57) The Kindest Thing Anyone Has Ever Done For Peter

Episode 100.  Investment bankers can be helpful people to talk to because  they've seen many business succeed and fail and have often had a mix of success and failure in their lives as well.In this episode of the Lifetime at Work podcast, host Greg Martin interviews Peter Moore, the founder of Integrity Square, about his multifaceted career in investment banking, private equity, and entrepreneurship within the HALO industry. They discuss the concept of HALO, which stands for Healthy, Active Lifestyle and Outdoors, and the significant opportunities in this sector. Peter shares insights on balancing roles as an advisor, business owner, and investor, emphasizing the importance of understanding market readiness and learning from failures. The conversation delves into capital raising, the dynamics of family and friend funding, and strategies for both seasoned and aspiring entrepreneurs. Peter also touches on the evolving landscape of health clubs and the broader impact of the HALO lifestyle. This episode provides valuable lessons and practical advice for anyone looking to thrive in the business world.00:00 Introduction to the Podcast00:23 Meet Peter Moore: Founder of Integrity Square01:27 Peter's Career Journey and Early Experiences04:39 Entrepreneurial Lessons and Challenges11:18 Navigating the HALO Sector15:06 Balancing Risk and Personal Life21:38 Securing Capital and Investment Strategies25:30 The Impact of Investment on Relationships29:09 Navigating Business Failures and Successes32:25 The Importance of Taking Timeouts in Business35:05 The Halo Industry and Its Growth38:20 The Future of Health Clubs and Fitness44:00 Advice for Aspiring Entrepreneurs

In part 2 of this episode of the HVAC Know It All Podcast, host Gary McCreadie, Director of Player Development and Head Coach at Shelburne Soccer Club, and President of McCreadie HVAC & Refrigeration Services and HVAC Know It All Inc, switches roles again to be interviewed by Scott Pierson, Vice President of HVAC & Market Strategy at Encompass Supply Chain Solutions. They talk about how much today's customers really know about HVAC, why correct load calculations matter, and the risks of oversizing or undersizing systems. Gary shares tips for new business owners on choosing the right CRM tools, and they discuss helpful tech like remote support apps for younger technicians. The conversation also looks at how private equity ownership can push sales over service quality, and why doing the job right builds both trust and comfort for customers. Gary McCreadie joins Scott Pierson to talk about how customer knowledge, technology, and business practices are shaping the HVAC industry today. Gary explains why proper load calculations are key to avoiding problems from oversized or undersized systems. They discuss tools like CRM software and remote support apps that help small businesses and newer techs work smarter. Gary also shares concerns about private equity companies focusing more on sales than service quality. It's a real conversation on doing quality work, using the right tools, and keeping customers comfortable. Gary talks about how some customers know more about HVAC than before, but many still misunderstand system needs. He explains why proper sizing through load calculations is so important to avoid comfort and equipment issues. Gary and Scott discuss useful tools like CRM software and remote support apps that help small companies and younger techs work better. They also look at how private equity ownership can push sales over quality service, and why doing the job right matters. It's a clear, practical talk on using the right tools, making smart choices, and keeping customers happy. Expect to Learn: Why proper load calculations are key to avoiding comfort and equipment problems. How CRM software and remote support apps help small businesses and new techs work smarter. What risks come from oversizing or undersizing HVAC systems? How private equity ownership can shift focus from quality service to sales. Why is doing the job right build trust, comfort, and long-term customer satisfaction? Episode Highlights: [00:00] - Introduction to Gary McCready in Part 02 [00:37] - Are Customers More HVAC-Savvy Today? [03:04] - Why Load Calculations Prevent System Problems [03:50] - Risks of Oversizing and Undersizing Equipment [05:58] - Choosing the Right CRM Tools for Your Business [08:52] - Remote Support Apps Helping Young Technicians [10:03] - Private Equity's Impact on Service vs. Sales [15:17] - Correct Sizing for Better Comfort and Efficiency [16:24] - Balancing Profit with Quality HVAC Work This Episode is Kindly Sponsored by: Master: https://www.master.ca/ Cintas: https://www.cintas.com/ Supply House: https://www.supplyhouse.com/ Cool Air Products: https://www.coolairproducts.net/ property.com: https://mccreadie.property.com Follow Scott Pierson on: LinkedIn: https://www.linkedin.com/in/scott-pierson-15121a79/ Encompass Supply Chain Solutions: https://www.linkedin.com/company/encompass-supply-chain-solutions-inc-/ Follow Gary McCreadie on: LinkedIn: https://www.linkedin.com/in/gary-mccreadie-38217a77/ McCreadie HVAC & Refrigeration Services: https://www.linkedin.com/company/mccreadie-hvac-refrigeration-services/ HVAC Know It All Inc: https://www.linkedin.com/company/hvac-know-it-all-inc/ Shelburne Soccer Club: https://shelburnesoccerclub.sportngin.com/ Website: https://www.hvacknowitall.com Facebook: https://www.facebook.com/people/HVAC-Know-It-All-2/61569643061429/ Instagram: https://www.instagram.com/hvacknowitall1/

For the past decade, pension investments made by the state have leaned heavily towards private equity. As reported in the Oregon Journalism Project, this choice has cost the state billions as this form of investments continued to be made despite advice from experts to diversify Oregon’s portfolio. Jim Neff is the managing editor for OJP and reported on this story. He joins us to share why the state stood by private equity investments and what this choice means for Oregonians.

Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we delve into the transformative impact of AI on the private equity space with our distinguished guest, Lindsay Guzowski, a seasoned expert in leadership assessment within private equity.Lindsay shares her insights into the current AI buzzword phenomenon, emphasizing the need for discerning genuine AI capability amidst hype. She discusses the challenges and opportunities in leveraging AI for leadership assessments and private equity investments, highlighting the importance of integrating technological advancements without losing human touch. Her perspective offers a refreshing look at deploying AI to enhance decision-making rather than replace human intuition and experience.Notable Quotes:"AI is the hot buzzword, but 80% of what people are throwing money at isn't going to pan out, and we didn't want to be a part of that." - [Lindsay Guzowski]"People still want to buy from people. They still want to talk to people." - [Lindsay Guzowski]"We see a lot of excitement. The more exciting something is, the more it trends on social media, the less useful it is." - [Jonathan Green]"The purpose of AI is not to decrease human interaction but to allow us to do more." - [Jonathan Green]Lindsay underscores the role of AI in augmenting intelligence rather than replacing essential human elements in private equity. She cautions against falling for the AI hype without thoroughly understanding its capabilities and limitations and emphasizes the continued necessity for critical human insights in investment decisions.Connect with Lindsay Guzowski:Website: https://thecrucible.com/Email: lindsay@thecrucible.comIf you're interested in understanding how AI is reshaping private equity and want expert insights on maintaining the balance between technology and human touch, this episode is a must-listen!All links for Lindsay's work and contact information are available in the show notes below the YouTube video.Connect with Jonathan Green The Bestseller: ChatGPT Profits Free Gift: The Master Prompt for ChatGPT Free Book on Amazon: Fire Your Boss Podcast Website: https://artificialintelligencepod.com/ Subscribe, Rate, and Review: https://artificialintelligencepod.com/itunes Video Episodes: https://www.youtube.com/@ArtificialIntelligencePodcast

In this episode, Jason Roberts shares his journey in real estate, emphasizing the importance of mentorship and empowering others. He discusses the challenges faced in flipping houses and the lessons learned along the way. Jason also outlines his future goals, including scaling his business and launching a national mentorship program. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

TOPICS: Ryan is back from China, but he apparently left his hair there; we answer a listener question about band agreements; M&A activity is spiking in the creator economy—what does that mean for creators?; our guest this week is electro pop artist and entrepreneur Bill“Downupright” Boulden. Bill's new album “Radical Honesty” is available now. You can find out more about our guest's work by visiting downupright.bsky.social.Rate/review/subscribe to the Break the Business Podcast on iTunes, SoundCloud, Stitcher, and Google Play. Follow Ryan @ryankair and the Break the Business Podcast @thebtbpodcast. Like Break the Business on Facebook and tell a friend about the show. Visit www.ryankairalla.com to find out more about Ryan's entertainment, education, and business projects.” Hosted on Acast. See acast.com/privacy for more information.

Alexis Sikorsky discusses his book “Cashing Out: The Business Owner's Guide to Selling to Private Equity.” Alexis is an entrepreneur, investor, and an expert in scaling businesses and navigating successful private equity exits. After selling his own company for nine-figures, he now helps founders and CEOs maximize their company's value and prepare for strategic exits. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

Jetzt auf eine Zusammenarbeit mit uns bewerben: https://pumpkincareers.com/jetzt-hier-bewerben/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Referenzen: https://pumpkincareers.com/erfahrungen/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Mein SPIEGEL-Bestseller-Buch: https://nach-ganz-oben.de/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 In dieser Folge des BWL-Podcasts sprechen David Döbele und Jonas Stegh über die Frage, ob sich ein Bachelor-Studium mit Studiengebühren von über 50.000 Euro wirklich lohnt. Anhand konkreter Beispiele zeigen sie, wann sich die Investition bezahlt machen kann – und worauf du achten solltest, bevor du dich für ein teures Privatstudium entscheidest. _____________________________________________ Timestamps 00:00:00 - Intro 00:01:14 - Lohnt sich ein Bachelor mit über 50.000 € Studiengebühren? 00:16:10 - Outro _____________________________________________ Weitere hilfreiche YouTube-Videos: Der Karriere Insider Podcast: https://www.youtube.com/@KarriereInsiderPodcast INVESTMENT BANKER WERDEN (Guide): https://youtu.be/smtlWs5WPUM?si=nLG14-z-VNx0bk0f UNTERNEHMENSBERATER WERDEN (Guide): https://youtu.be/jLK24iLsGPM?si=5DlTJvVKLf1FhpnU Die besten Unis für den Bachelor: https://youtu.be/n-YSo8ss0Ks Die besten Unis für den Master: https://youtu.be/fdKknPZzO4w ALLE JOBS NACH DEM BWL-STUDIUM: https://youtu.be/D1Ssf6uAQlY ALLE FINANCE JOBS nach dem BWL-Studium: https://youtu.be/6kD05whSvEU _____________________________________________ Wenn du dich für den Berufseinstieg in Investment Banking, Unternehmensberatung oder Private Equity interessierst, haben wir hier einige nützliche Links für dich zusammengefasst: Target-Uni-Report: https://pumpkincareers.com/target-uni-report?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Investment Banking Analyst Report: https://pumpkincareers.com/investment-banking-analyst-report?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Consulting Einsteiger Report: https://pumpkincareers.com/consulting-report?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Eine Gesamtübersicht über alle unsere bisher veröffentlichten Reports findest du übrigens hier: https://pumpkincareers.com/reports/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825 Schau gerne auch noch auf unserem Blog vorbei: https://pumpkincareers.com/blog/?htrafficsource=organic&hcategory=yt_organic&el=Lohnensich50kStudiengebührenfüreinenBachelorin2025090825

Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity.Ever wondered if insurance is the "legalized mafia" of finance, or why so many private equity investors are drawn to this industry? You'll get the inside scoop on what makes insurance such a unique — and investable — business, plus why slow, steady growth always wins the game.Hear Brandon break down the differences between captive and independent agencies from a private equity perspective, and learn what it really takes to get your agency "tuned up" and ready to sell.Whether you're thinking about selling, scaling, or just staying relevant in today's rapidly changing landscape, Brandon's experience negotiating deals and growing businesses offers a refreshing dose of reality and optimism for agency owners at any stage.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

Connect with Onramp // Onramp Terminal // Onramp Bitcoin Dynasty Trust Services // Full deep dive report from OnrampThe Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.00:00 – Trump's Executive Order on 401Ks and Bitcoin Access03:30 – Private Equity, Retirement Plans, and Regulatory Implications06:45 – ETF Access Constraints Across Major Banks and Wirehouses09:20 – Impact of Passive Flows on Bitcoin Market Structure13:30 – Debating the Future of Bitcoin Cycles and Sovereign Adoption18:10 – Custodial Concentration and Systemic Risk Scenarios21:45 – Macro Deterioration: Housing, Wages, and Regulatory Burdens28:30 – Global Institutional Interest and Strategic Reserve Momentum35:25 – Digital Asset Treasury Companies vs. Bitcoin Fundamentals45:00 – Tether, Stablecoin Infrastructure, and Regulatory Trajectory52:00 – Gold Revaluation, Real Yields, and the Cost of Capital55:30 – Launching Onramp's Bitcoin Dynasty Trust Services01:05:45 – Closing Reflections, Outro, and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre your retained earnings just sitting idle in your corporation — taxed if touched and seemingly out of reach?Many Canadian business owners struggle to unlock the full potential of their corporate cash. Between tax traps and limited investment options, it often feels like you're stuck watching your money stagnate. This episode uncovers a smart, lesser-known strategy to keep your retained earnings working for you — without triggering personal taxes or resorting to risky bets. This episode shares a recording of a joint webinar between PE-GATE and the team at Canadian Wealth Secrets. Tune in to discover:How to invest your corporation's retained earnings into private businesses while keeping the taxman at bayWhat makes private equity a powerful, tax-efficient asset class — and how regular business owners can finally access itWhy boring, cash-flowing businesses might be the best-kept secret to growing wealth in CanadaIf you're a Canadian business owner ready to put your corporate dollars to work, hit play now and learn how to unlock strategic growth without paying more tax.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian entrepreneurs seeking financial independence and early retirement are increasingly turning to private equity as a core component of their corporate wealth planning. By strategically investing retained earnings into this high-performing asset class, business owners can unlock powerful tax-efficient investing opportunities that go beyond traditional RRSP optimization or real estate investing in Canada. With a focus on liquidity, corporate structure optimization, and tailored investment bucket strategies, this approach supports a modest lifestyle wealtReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Send us a textThis powerful investor panel discussion explains exactly what family office investors want to see from founders, capital raisers, and fund managers. From pitch structure and outreach strategies to trust-building and valuation expectations, this conversation cuts through the noise. Learn why knowing your numbers is non-negotiable, how to stand out in a crowded inbox, and why most founders fail to make it past the first filter. Hear insights on what makes investors engage, how to avoid overhyping unrealistic growth, and why emotional alignment, skin in the game, and long-term thinking matter more than flashy decks. This session also dives into how some family offices use proprietary data and internal strategies to outperform the market, and why personal connection, patience, and education are more valuable than aggressive selling. Whether you're seeking a family office partner or trying to refine your investor pitch, this is required viewing.

Peter Shankman - Bestselling Author and the Founder of Help A Reporter Out (HARO) On the Value of ADHD in Business: "Faster Than Normal has sort of become the bible for ADHD and the concept that ADHD is a gift, not a curse." The data on entrepreneurs, even C-Suite executives is clear.  We happen to lean towards having ADD or ADHD or some form of attention deficit.  I'd argue it isn't a deficit, it is more short term focus as an advantage, as it allows for thinking fast, moving fast, making faster decisions and overall, accomplishing more. Peter Shankman, author of Faster Than Normal and founder of HARO (Help a Reporter Out) talks with us today about the limitations of ADHD, as well as the value of owning the diagnosis. He takes us through his entrepreneurial journey that includes many startups, some exits and a few great books. Listen as Peter explains all that he has done and how he has been able to do it, despite his label of having ADHD. Enjoy! Visit Peter at: https://sourceofsources.com/   Podcast Overview: 00:00 From AOL to Dot-com PR 04:36 Startup's Fall and Rebirth 07:29 Backlink Spam and Subscriber Cull 11:56 "ADHD as a Gift: Life-Changing Impact" 14:29 Massive Exposure and Bold Stunts 17:32 Chaotic Printer Smashing Event 21:20 Harrow's Origin: Networking Made Easy 23:58 Email Ads: High Open Rate Value 28:47 Tree Insurance Confusion 32:09 Private Equity's Destructive Impact 33:46 "Entrepreneur's Transition Challenges" 38:02 Unexpected Breakfast Encounter 40:17 Harnessing Your Brain's Potential 42:59 "Early Riser: Avoiding Traffic" Podcast Transcription: Person [00:00:00]: And I think that too many companies sort of forget that they initially started to solve a problem. Right. And maybe, look, maybe I'm just, you know, naive, but I kind of feel that if you work on something to solve a problem, you'll have much better success than you would if you work on something just to make money from it. Agreed. Money will come if you're doing it for the right reasons, I think is the best way to put it right. And so if you're doing it for the right reasons, the money will come. Person [00:00:44]: You have found Authentic Business Adventures, the business program that brings you the struggle stories and triumphant successes of business owners across the land. Downloadable audio episodes can be found in the podcast link funded drawincustomers.com we are locally underwritten by the bank of Sun Prairie Calls and Call Extraordinary Answering Service as well as the Bold Business Book. And today we are welcoming Slash, preparing to learn from Peter Shankman. Peter, I got to read this. You got a lot going on. We got six time best selling author, serial entrepreneur and the founder. This is the most important part that I've found at least of help a reporter out also dubbed the world's most authentic marketing expert. So that's not something you get dubbed a lot or every day. Person [00:01:26]: So Peter, how's it going today? Person [00:01:28]: It's going well. I'd love to know who said that. Person [00:01:30]: Yeah, who did say that? I don't know. It was in your bio. So I just figured somebody important did or somebody observant will call him. Person [00:01:38]: There you go. Person [00:01:39]: Let's. We got a lot of ground to cover and I think we both have a little bit of adhd. So let's roll with it here. Let's start out with the first business you started because it mentioned in your bio that you had sold a couple businesses. Yeah, I don't know how far back you want to go. Person [00:01:56]: So first company I started in the late 90s when the mid-90s I started my career with I had one full time job. I worked in America Online and I helped start and launch the AOL newsroom back when AOL was the Internet. The I left AOL in the late 90s and launched a PR firm that focused on the dot com world because dot coms were blowing up at that point with clients rangi...

 This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their announced $13 billion sale of Assured Partners to Arthur J.Gallagher, an incredible success story in the insurance brokerage space that we covered in a previous breakdown.  But, what I failed to appreciate, and you'll hear Aaron politely correct me in the episode, is that not only did GTCR own Assured through two separate periods, they actually built the business with CEO Jim Henderson from the ground up. We cover GTCR's approach to scaling businesses, the nuances of their leadership strategy, and why this space is so attractive to the PE market. Please enjoy this Breakdown on the insurance brokerage space.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ ⁠here⁠⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Welccome to Business Breakdowns (00:03:34) GTCR's Investment Strategy (00:05:31) Importance of Leadership in Investments (00:10:04) Insurance Brokerage Industry Insights (00:12:52) Changes and Trends in Insurance Brokerage (00:27:49) Role of Technology in Insurance (00:31:25) The Challenges of System Integration (00:32:52) Revenue Growth in the Insurance Industry (00:33:39) The Impact of Social Inflation (00:34:25) Emerging Risks and Cybersecurity (00:35:12) Insurance Brokers and Revenue Models (00:40:45) Financial Metrics and EBITDA Margins (00:42:58) Private Equity and Insurance Brokerage (00:45:49) The Assured Partners Story (00:54:16) Risks and Market Cycles in Insurance (00:57:35) Regulation and Industry Stability (00:58:49) Lessons From This Industry

Send us a textIn this powerful talk recorded live at a Family Office Club Investor Day, Richard C. Wilson shares timeless principles of influence and persuasion that have helped raise billions in capital and build one of the largest investor networks in the world.

AP correspondent Haya Panjwani reports on a new executive order to do with qualified assets for retirement plans

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  A searing warning about the dangerous rise of private equity in America's financial system. From inflated valuations and deceptive portfolio tactics to their quiet takeover of single-family housing and 401(k) plans, this episode exposes how private equity firms are gaming the system — and why unsuspecting investors, especially those saving for retirement, could be left holding the bag. If you think your retirement is safe, think again. It's not just risky — it's a ticking time bomb.

Private equity has enjoyed two decades of outperformance as it outpaces public markets and attracts more and more capital. As we've learned more about it here at Equity Mates, we want to understand what has powered these gains and what we can learn from it.To take us through it, today we're speaking to Zac Midalia, Managing Director of Private Equity at Alceon Group.Links: Our interview with Mark Carnegie—Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.—Want more Equity Mates? However you want to learn about investing we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis PointsListen to the podcast (Apple | Spotify | YouTube)Read the monthly email—Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Major moves and market momentum in this week's top financial stories, including:Blackstone Drills into Data Apple's $100 Billion Hedge Margins Are the Meal at McDonald's The Fed's September Fork in the Road NFL and ESPN: A Streaming Power PlayFinWeekly has the latest updates on market-shaping headlines and business strategy insights: Blackstone is back in acquisition mode, placing a $6.5 billion bet on energy data firm Enverus. It's not just about M&A — it's a sign that private equity is eyeing high-margin, insight-driven plays as interest rates fall and dealmaking heats up.Meanwhile, Apple just pledged $100 billion to boost U.S. manufacturing in what looks like a preemptive move against potential iPhone tariffs. From Kentucky glass to Texas semiconductors, Apple is rewiring its supply chain to mitigate risk and reclaim control — and investors are cheering.Over in fast food, McDonald's stock is climbing, but the real story is in the margins. With flat revenue and shrinking operating leverage, the company is proving that cash flow discipline — not just top-line growth — separates the resilient from the rest.All eyes are on the Fed ahead of its September meeting. With dissent brewing inside the FOMC and the labor market showing signs of weakness, rate cuts may be closer than expected. What happens next could reshape the capital landscape for borrowers, investors, and business owners alike.And in a bold media shake-up, Disney is handing the NFL a 10% stake in ESPN — in exchange for NFL Network, RedZone, and more. It's not just about content — it's about ownership, bundling, and strategic alignment as ESPN launches its new $29.99/month streaming platform.Tune in for strategic insight, smart commentary, and the financial context you need to lead in a changing world — only on FinWeekly._______________________________________Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.byfiq.combyfiq.com

Send us a textWhat does it take to evolve an MSP from a lifestyle business into a mature, thriving operation that can survive without the founder? In this heartfelt and insightful episode, Joey Pinz speaks with Vera Tucci, COO of an Italian MSP, about leadership, transformation, and creating a culture that truly supports its people.Vera dives into the key challenges MSPs face—from cybersecurity to talent retention to resisting pressure from private equity roll-ups. She shares how accountability, transparency, and community have shaped her business model—and her personal life. From hiring communication coaches to launching IT Manager survival guides, Vera reveals how emotional intelligence and strategic planning go hand in hand.

This episode examines the role of private equity in business, focusing on its ability to transform assets and support entrepreneurs. In this episode, James and Antony aim to provide a balanced view of the opportunities and challenges associated with private equity, offering insights into its impact on the business landscape. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Check the episode transcript hereABOUT BRAD JOHNSONBrad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.   THIS TOPIC IN A NUTSHELL: From investment banking to private equityBecoming an owner/operator Manufactured housing as a niche Advantages & Resilience of Affordable Housing Operational Challenges of Managing Underperforming ParksHaving the right market, occupancy levels, and management teamEvergreen Capital's three primary verticalsShift Toward Debt InvestmentsMinimizing downside risk vs. chasing 10x returnsLong-term compounding and Short-term capital gains Open-ended investment structures Connect with Brad  KEY QUOTE: “Real estate isn't about hitting home runs. It's about consistently hitting doubles while protecting your downside.”  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant  CONNECT WITH BRAD:Website: https://www.evergreencap.com LinkedIn: https://www.linkedin.com/in/bradleyjohnson Interested in Mobile Home Parks? Check this out: https://vintage-funds.com    CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

Get updates for my new book: https://Theperfectportfoliobook.com  -----  Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market strategies. Listen now and learn: ► Why humility can help investors navigate market volatility. ► The misunderstood truth behind value investing.  ► The risks investors overlook in emerging markets. ► What most people get wrong about private equity and private credit.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (02:46) Why We Misread the Future: Forecasting, Volatility, and the Illusion of Precision (09:06) How Humility Improves Investment Models and Decision-Making  (13:39) The Real Reason Value Investing Works—And When It Doesn't (19:25) Why Value Investing Struggled in the U.S. But Not Abroad  (24:29) The Case for Geographic Diversification and Caution on Emerging Markets (30:46) The Risks of Overallocating to Private Equity  (36:14) The Danger Behind Private Credit's Appeal   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) -----  Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

The second quarter of 2025 showcased one of the most compelling periods for private equity, revealing how firms responded to disruption through strategic action and decisive adaptation.   Join BluWave Founder and CEO Sean Mooney as he unpacks the insights from BluWave's Q2 Private Equity Insights Report, including data showing rolling recovery trends, reshoring efforts in manufacturing, and technology investments.   This episode dives into the unique frameworks private equity applies to thrive amid uncertainty, setting the stage for long-term growth. Confidently engage with insights that matter to your business.   Episode Highlights 1:21 – Navigating stop-and-go economic disruptions: Key Q2 observations 5:45 – How private equity firms utilize OODA loops for decision-making 12:30 – April 2nd tariffs: A black swan reshaping manufacturing and trade 18:20 – Technology investments surge: AI and data projects skyrocket 27:05 – Resilience returns: PMI and consumer sentiment rebound in June 34:50 – The deal economy ramps up for mid- and long-term growth cycles 41:30 – Why private equity firms remain focused on growth investments   For more on BluWave, visit: https://www.bluwave.net/ To request the full Q2 2025 Insights Report, visit: https://www.bluwave.net/insights-report/

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you racing to optimize your investments before figuring out if you're even on track for retirement?Many Canadians jump straight into strategies like the Smith Maneuver, tax efficiency, and leveraging — but skip the most critical question: What do I actually need to retire on my terms? This episode tackles the foundational work you must do before fine-tuning your wealth plan, so you don't optimize yourself into a shortfall.By listening, you'll discover:Why your “vision number” is more important than which spouse holds the investmentA simple way to reverse-engineer your retirement timeline based on what you already haveHow to calculate whether your current strategy is enough — or needs a total rethinkBefore you tweak another investment detail, hit play to learn how to build a retirement-ready plan that actually works.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.A successful Canadian wealth plan starts with clarity — not just on investment strategies like the Smith Maneuver or RRSP optimization, but on your bigger financial vision. Whether you're a high-income earner, entrepreneur, or planning for early retirement in Canada, aligning your budgeting, income needs, and long-term financial goals is key to true financial freedom. At Canadian Wealth Secrets, we help you move beyond surface-level wealth optimization into deeper strategies like corporate wealth planning, tax-efficient investing, and financial systems built for entrepreneurs. From balancing salary vs. dividends to choosing between real estate vs. renting, and crafting a capital gains or legacy plan, your path to building long-term wealth in Canada depends on answering the right vision question first. UsingReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

This week on Swimming with Allocators, Earnest and Alexa welcome Brian O'Neil, a veteran CIO with over four decades of investment experience, who provides a candid overview of the current venture capital landscape. Brian discusses the challenges facing venture capital, including excessive funding, prolonged private company lifecycles, and the shift from growth-at-all-costs to profitability. He also emphasizes the importance of diversification, understanding investment portfolios, and the need for patience when approaching venture investments. Key insights include the difficulty of finding top-quartile venture funds, the potential of AI and personalized medicine, and the critical role of relationship-building for emerging managers. Brian advises allocators to be selective, learn across asset classes, and recognize that venture capital requires a long-term perspective with an acceptance that many investments may not succeed. Don't miss this great conversation. Highlights from this week's conversation include:Early Days of Venture and LBOs (1:23)Performance of LBOs and Venture Capital (2:27)Allocator Approaches to Private vs. Public Markets (4:35)Continuation Funds and LBO Fund Lifecycles (6:42)Comparing Current Venture Downturns to History (8:22)Growth Equity and Venture Stage Reclassification (11:41)AI Hype and Venture Market Cycles (13:17)Time Horizons and Commitment Budgets (15:43)Advice for Allocators on Manager Selection (18:55)Co-Investment Trends in Private Equity (21:01)Lessons from CIO Experience (25:01)Advice for New Allocators (26:29)Advice for Emerging Managers (31:05)Exciting Trends in Venture: AI and Personalized Medicine (33:20)Final Thoughts and Takeaways (35:52)Brian O'Neil is the former Chief Investment Officer of the Robert Wood Johnson Foundation and has served in investment leadership roles for over 40 years, including at Equitable Life and AXA Investment Managers. He currently serves on the board of the Brooklyn Public Library and is an Investment Committee member at The Wallace Foundation. Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.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.

On this episode of the SeventySix Capital Sports Leadership Show - College Sports Edition, Wayne Kimmel and Co-Host Ken Shropshire interviewed Sports Agent and Founder of SANIL and AthleticDirectorU, Jason Belzer. Belzer discusses the transformative changes in college athletics, particularly focusing on the impact of NIL (Name, Image, Likeness) rights, the evolving role of athletic directors, and the influence of private equity in the sports ecosystem. He emphasizes the need for transparency and education for young athletes navigating this new landscape, as well as the potential for collective bargaining to reshape the industry. Belzer also highlights the importance of community and unity in college sports, as institutions adapt to the rapidly changing environment.Belzer, Esq. is co-founder and CEO of Student Athlete NIL (SANIL), an agency of record that specializes in assisting brands, universities and student-athletes navigate the new era of name, image and likeness. SANIL manages more than 45 NIL collectives at universities across the country and hosts the annual NIL Summit at the College Football Hall of Fame in Atlanta.Belzer is also founder and President of GAME, Inc., an agency that specializes in the career management and marketing of coaches and the creation of collegiate sporting events. The firm represents more than 30 head Division I men's and women's basketball coaches and has negotiated more than $100 million in contracts to date.He is also co-founder of AthleticDirectorU, a transformative digital media and professional development platform for college athletic administrators and coaches. ADU is the No. 1 read original content publication in the college sports industry.Belzer graduated from Rutgers University, earning degrees in Sport Management and Political Science. He went on to receive his MBA from the University of Illinois and a JD from Rutgers University School of Law and is a licensed attorney in New York and New Jersey.Ken Shropshire:LinkedIn: https://www.linkedin.com/in/kenneth-shropshire-wharton/Instagram: https://www.instagram.com/kennethshropshire/Jason Belzer:LinkedIn: https://www.linkedin.com/in/jasonbelzer/X: https://x.com/JasonBelzerChapters:00:00 The Evolution of College Athletics09:19 Navigating NIL and Athlete Representation17:50 The Impact of Direct Payments on College Sports24:26 The Future of Private Equity in College Sports32:10 The Role of Athletic Directors in Modern Sports

Send us a text"Data is the new fossil fuel" — and AI is transforming how investments are sourced, vetted, and scaled. In this insightful conversation, we explore how ultra-high-net-worth investors and family offices are leveraging data and AI to enhance fund selection, streamline due diligence, and identify top-performing GPs.You'll learn:- How data analytics drives fund-of-funds selection- Why AI is powerful in PE but limited in early-stage VC- The critical role of founder storytelling in attracting UHNW capital- How single family offices balance technology with personal relationships

We look back at John Randolph's conversation with Anshul Chawla, Director of Corporate Development at Chawla & Chawla, on CPA Life Rewind Episode 74. From working at Big Four firms and in private equity, to returning to his family-run CPA firm, Anshul has a deep, varied perspective on accounting, and he is full of useful thoughts about what you can do to improve your firm's efficiency, culture, and talent acquisition and retention. His firm has undergone an extensive modernization process, enhancing the employee experience in addition to efficiency, and they have made the affirmative choice to seek out and integrate younger talent to ensure an ongoing future. Having worked in private equity, he has a great deal of knowledge about its recent second major foray into accounting, and he emphasizes maintaining firm culture amidst the potential for such rapid growth and change. Get the full show notes and more resources at CPALifePodcast.com  

Have you been wondering what the “Big Beautiful Bill Act” means for the sale of your business? Join returning guest Bill Weirsema as we discuss the changes that are designed to make M&A transactions more attractive, reduce tax burdens for both buyers and sellers, and stimulate more activity in the market. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Qualified Small Business Stock – Tax Benefit That Could Pay Millions Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Thinking about selling your company? 24 founders told us what really happens after the wire hits. — joinhampton.com/exit-reportChuck Yates rode the wildest wealth rollercoaster: $150M up, $82K down, now back at $20M. In oil & gas private equity, he made (and lost) fortunes and never flinched. For Chuck, money's just part of the story. Mindset is everything.Here's what we talk about:How Chuck went from $150M to $82K and why he wasn't phasedWhat it's like to build wealth in the high-stakes world of energy PEThe absurd economics of buying a planeHow he managed to tour with celebritiesWhy your relationships matter more than your balance sheetThe mindset shift that came after divorce, getting fired, and starting overHow Chuck accidentally became a podcaster and ended up co-founding an AI startupWhy self-worth shouldn't be tied to net worth and how Chuck redefined success on his own termsSponsors:Get US caliber talent at offshore prices with https://www.oceanstalent.com/Achieve your dream body with https://www.dailybodycoach.com/moneywiseThe best phone system for teams at http://www.openphone.com/moneywiseCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Chapters:(0:00) Chuck's Bold Introduction(3:01) Living Comfortably with $20 Million(3:25) The Rise in Private Equity(6:36) Early Career and Entry into Energy(10:41) The Wild World of Oil & Gas(13:12) Personal Life Changes and Divorce(13:46) The Van Halen Plane Era(22:50) Getting Fired and Hitting Bottom(31:22) The Comeback: Digital Wildcatters and AI(35:52) Life Philosophy and ValuesThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.Your Host: Harry MortonFounder of Lower Street, a podcast production company helping brands launch and grow top-tier podcasts.Co-parents a cow named Eliza.

On this Opening Day road hunt, Abby and I discuss habitat and the impact of corporations and private equity on local business and outdoor companies. Check out the On Step Alaska website or subscribe on Substack for articles, features and all things Alaska. Click here for a 20% discount on an annual subscription to The Westrn, the outdoor community's newest newspaper. Thanks to the sponsors: Sagebrush Dry (Alaskan-owned business that sells the best dry bags you can buy.) Alpine Fit (Premium outdoor layering from another Alaskan-owned business.) Backcountry Hunters and Anglers

In this episode of Command Control Power, the hosts are joined by returning guest Adam Rice of Ask Adam. They discuss the challenges and benefits of being a solo tech support consultant, including balancing large business clients with residential work. Adam shares his innovative equitable pricing model, designed to make tech support accessible to everyone, regardless of their financial situation. The conversation also touches on tools like TailScale and Alectrona Patch, effective strategies for leveraging tech tools as a solo consultant, and the nuances of building and maintaining client trust in both residential and business settings. 00:00 Introduction and Welcome Back, Adam Rice! 00:28 Adam's Background and Living in Philadelphia 02:08 Residential vs. Business Clients 02:47 Solo Consulting and Family Involvement 06:45 Challenges of Hiring and Subcontracting 16:35 Marketing Strategies and Client Demographics 21:39 Private Equity and Client Stability 27:20 Navigating Business Without Contracts 28:33 Shifting Focus to Residential Clients 29:58 The Importance of Client Relationships 31:47 Discussing Business Rates and Models 32:54 Implementing Equitable Pricing 35:03 Challenges and Benefits of Sliding Scale Pricing 48:58 Tools and Techniques for Business Efficiency 57:53 Concluding Thoughts and Future Plans

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

A CMO Confidential Interview with Auren Hoffman, CEO of SafeGraph, formerly co-founder and CEO of LiveRamp. Auren discusses his belief that vendor management is the most critical skill for the future and why most companies should "rent" a high caliber pool of talent instead of hiring individual executives. Key topics include: thoughts on improving your vendor management skill (with outside law firms as an example); the concept of "scaffolding" developing talent; why he believes procurement is a "negative value" function; and why he would short consulting firm Booz Allen. Tune in to hear why he thinks private equity has shifted from making companies better into financial engineers and his belief that an MBA usually has a negative ROI.CMO Confidential: Auren Hoffman on Vendor Management, Talent Strategy, and the Broken MBAIn this week's episode of CMO Confidential, Mike Linton sits down with Auren Hoffman, CEO of SafeGraph and former co-founder/CEO of LiveRamp, to challenge conventional thinking on hiring, procurement, and leadership development.Auren shares why he believes vendor management is the #1 skill for future executives—and why most companies should rent world-class capabilities rather than hire executives they can't fully utilize. From “scaffolding” young talent to his provocative views on procurement's negative value, Booz Allen, MBAs, and the transformation of private equity, this episode is packed with contrarian insights for CMOs, CEOs, and founders alike.

Émission du 05/08/ 2025 présentée par Amaury de Tonquédec avec Agathe Bubbe, en charge de la structuration de l'offre et de la distribution auprès de la clientèle privée chez Eurazeo, et Virginie Bourel, responsable du bureau de Paris chez Partners Group. Le Private Equity, longtemps réservé aux pros, devient enfin accessible aux particuliers. Mais est-ce vraiment mieux que la Bourse en 2025 ? Rendements, risques, timing, stratégies d'accès… On fait le point avec deux expertes de terrain : Agathe Bubbe (Eurazeo) et Virginie Bourel (Partners Group). Un épisode pour comprendre où en est le marché, comment investir selon votre profil et pourquoi cette classe d'actifs fait tant parler d'elle aujourd'hui.Les chapitres : 00:00 Présentation de nos invités / introduction 02:50 Qu'est-ce que le private equity ? 05:28 Ce qu'il s'est passé ces 10 dernières années. 13:25 Qui sont les investisseurs en private equity ? 15:40 Comment investir en private equity ? 23:23 Différence entre bourse et private equity. 30:16 Comment valoriser une société en private equity ? 41:15 Private equity : état du marché mi 2025. 56:10 Private equity : quels sont les tickets d'entrée ? 01:04:40 Faut-il investir maintenant ? 01:09:06 Les QUESTIONS CASHS !

How does private equity effect everyday Americans? Journalist Megan Greenwell explores this in her new book "Bad Company: Private Equity and the Death of the American Dream." 

In this bold and revealing episode, we sit down with Randy Moore — former military CRNA, past CEO of the AANA, and now a top executive at one of the country's largest anesthesia organizations — to explore how the anesthesia market unraveled, and why no one stopped it.From workforce blind spots to failed strategic planning, Randy walks us through the early warning signs that went unheeded, the flawed assumptions that fueled collapse, and the slow-motion crises that turned into full-blown disruption. We break down the shift from hospital dominance to ASC migration, the chilling effects of the No Surprises Act, and how private equity's playbook fell apart.But we don't stop at systems. Randy also gets personal — reflecting on the cost of unchecked ambition, the value of thoughtful leadership, and the non-negotiables he now looks for in partners and teams.Whether you lead a group, manage hospital operations, or just want to understand the business forces reshaping anesthesia, this conversation pulls no punches — and offers rare clarity from someone who's led on every side of the table.Keywords:Anesthesia, CRNA Leadership, Healthcare Strategy, No Surprises Act, Workforce Crisis, Private Equity, Surgical Services, Hospital Operations, ASC Growth, Healthcare LeadershipSend us a textFollow us at:InstagramFacebookTwitter/X

Organizations and leaders representing the interests of statistical professionals and public data access strongly criticized President Donald Trump's order to fire the leader of the Bureau of Labor Statistics after lower than expected jobs numbers Friday, saying his comments undermine public trust in that information. Their responses came after Trump posted on his social media site Friday afternoon with allegations that Commissioner Erika McEntarfer “faked” BLS statistics in an effort to help Kamala Harris in the 2024 presidential election, pointing to instances of revisions — which are a standard part of the agency's process. Trump's comments and order to fire McEntarfer appeared to primarily be in response to a BLS jobs report that showed lower figures than anticipated, which sent shockwaves through the statistical community. Multiple leaders, including his own former BLS commissioner, spoke out against the action in no uncertain terms, saying the president's comments politicize the data. President Donald Trump has nominated Edward Forst, a longtime financial services executive, to serve as the next administrator of the General Services Administration. The nomination was received in the Senate and referred to the Homeland Security and Governmental Affairs Committee on Thursday, congressional records show. According to his LinkedIn profile, Forst was most recently the chairman of Lion Capital, a private equity firm, and previously served as president and CEO of Cushman and Wakefield, a real estate services firm. Earlier in his career, Forst spent nearly 17 years at Goldman Sachs, and in 2008, he served as an adviser to the Treasury secretary for a year, per his LinkedIn. The nomination follows various staff shakeups at GSA and comes just weeks after Trump tapped State Department leader Michael Rigas to serve as GSA's acting administrator. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

In this episode, Craig and I tackle the controversial topic of promote structures and fund manager compensation. We break down the double waterfall structure for fund managers and why projected compensation is never guaranteed.I share the framework for evaluating deal quality across four key factors: location, vintage, leverage, and business plan. We explain why chasing deals with sky-high projected returns often leads to disappointed fund managers earning zero when aggressive underwriting meets reality. We also emphasize that sustainable success comes from serving tenants and investors first, not chasing the highest projected compensation. Apply to attend the LSC Summit 2025:www.lscsummit.com Download our FREE Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and get the FREE Underwriting Toolkit:https://www.lscre.com/resource/fof-underwriting-toolkitLearn more about Lone Star Capital:www.lscre.comFollow me on LinkedIn:https://www.linkedin.com/in/rob-beardsleyRead my latest articles:https://www.lscre.com/blog

Ready to outsmart the latest financial fads and futureproof your family's well-being? This episode of Dollar & Sense is packed with candid truth and practical guidance you won't want to miss. We pull back the curtain on the buzz around private equity—why are financial giants suddenly pushing these investments, and what's lurking in the fine print? Discover the hidden risks, high fees, and pitfalls most investors overlook, plus learn how to spot red flags before your savings get locked away. If you want to stay a step ahead of Wall Street, this is essential listening. But there's more: As Alzheimer's and dementia diagnoses rise, protecting yourself and your loved ones is more crucial than ever. We share real-life stories and direct advice on the four areas every family must address—from legal docs to money management, home decisions, and digital safety. Make sure you're prepared before life throws you a curveball. 

Adam Bergman talks about his book “Mastering the Self-Directed IRA.” Adam is the founder of IRA Financial and an expert in self-directed retirement plans. Adam specializes in alternative assets like real estate, crypto, and private equity. Listen for three action items you can use today. Host, Kevin Craine Do you want to be a guest? https://Everyday-MBA.com/guest This episode is supported by the Naveen Jindal School of Management 

What happens when politicians threaten to cut funding from accounting standard-setters unless they eliminate specific rules? Blake and David explore unprecedented political interference in FASB and PCAOB operations, plus the IRS facing a 23% budget cut despite Trump's push for more customer service staff. They unpack Sam Altman's warning about AI breaking voice authentication at major banks, why accounting degrees deliver 261% ROI (fourth-best among all majors), and how $28.7 billion in private equity money is reshaping CPA firms. Plus, the economic reality behind Stephen Colbert's show cancellation, Bitcoin's institutional takeover, and how tariff uncertainty is creating impossible planning conditions for businesses.SponsorsHuman at Scale - http://accountingpodcast.promo/humanKeeper - http://accountingpodcast.promo/keeperMissive - http://accountingpodcast.promo/missiveCloud Accountant Staffing - http://accountingpodcast.promo/casChapters(00:41) - The Decline of Late Night TV (03:02) - The Shift to Digital Media (13:51) - AI in Accounting Firms (16:46) - PCOB Leadership Changes (20:06) - Legislation to Eliminate PCOB (21:06) - FASB Funding Threats (24:54) - IRS Budget Cuts (31:56) - Deloitte's Audit Investigation (32:55) - Uncovering Glencore Energy's Bribery Scandal (34:19) - The ROI of an Accounting Degree (38:01) - Private Equity's Surge in Accounting Firms (54:46) - The Immigration Debate and Economic Consequences (01:00:57) - Alternative Pathways in Accounting: Alaska's New Law (01:01:48) - Conclusion Final Thoughts  Show NotesCBS is ending 'The Late Show with Stephen Colbert' next year | CNN Business https://www.cnn.com/2025/07/17/media/cbs-cancels-stephen-colbertStephen Colbert's 'Late Show' run will come to an end next year as CBS cancels franchise https://www.nbcnews.com/pop-culture/tv/stephen-colbert-late-show-end-cbs-rcna219499Inside CBS' 'agonizing decision' to cancel Colbert's top-rated late-night show | CNN Business https://www.cnn.com/2025/07/18/media/colbert-cbs-late-show-cancel-paramount-trumpSEC.gov | SEC Announces George Botic to Serve as Acting Chair of the Public Company Accounting Oversight Boardhttps://www.sec.gov/newsroom/press-releases/2025-100-sec-announces-george-botic-serve-acting-chair-public-company-accounting-oversight-boardGeorge Botic Takes Over as Acting Chief of the PCAOB - CPA Practice Advisor https://www.cpapracticeadvisor.com/2025/07/22/george-botic-takes-over-as-acting-chief-of-the-pcaob/165364/SEC names George Botic as acting chair of PCAOB | Accounting Today https://www.accountingtoday.com/news/sec-names-george-botic-as-acting-chair-of-pcaobHouse Republicans propose to withhold funds from FASB unless income tax reporting standard is withdrawn | Accounting Todayhttps://www.accountingtoday.com/news/house-republicans-propose-to-withhold-funds-from-fasbGOP Threatens Accounting Board Funding Over Tax Disclosure Rules https://news.bloombergtax.com/financial-accounting/gop-threatens-accounting-board-funding-over-tax-disclosure-rulesAmericans Want to Know Which Corporations Aren't Paying Taxes, but House Republicans Want to Keep this Information Secrethttps://itep.org/corporate-tax-avoidance-house-republicans-spending-bill/Trump wants to reverse the staffing cuts he's overseen for IRS customer service. House Republicans disagree. - Government Executivehttps://www.govexec.com/workforce/2025/07/trump-wants-reverse-staffing-cuts-hes-overseen-irs-customer-service-house-republicans-disagree/407002/Trump slashes 25% of IRS workforce with buyouts, firings of nearly 26,000 agency staff https://www.washingtontimes.com/news/2025/jul/22/trump-slashed-25-irs-workforce/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Ov...

The foundation of the American Dream is under corporate siege. Private Equity is quietly consolidating housing in the U.S. making up 30% of their portfolio! Is this the new normal? Where Americans will have no ownership of their homes, no equity-just endless rent checks to Wall Street.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

Private equity is a risky business. There are high-highs and low-lows. A retirement plan, on the other hand, is meant to be a reliable beast. But President Trump believes your 401(k) can handle it! On today's show, the president's expected executive order could help offer some legal cover for fund managers who include private equity in your retirement portfolio. What are the risks and benefits?Related episodes:The Prudent Man Rule (Apple / Spotify)Carried interest wormhole (Apple / Spotify)Let's party like it's NVIDIA earnings report day! (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

Private equity is under pressure to deliver returns in a tougher environment. Clark O'Niell, BCG's global lead for AI infrastructure and cyber in the private investors & private equity practice, shares how the smartest investors are using AI to move beyond hype, drive impact at scale, and future-proof their portfolios. It's about focus over fragmentation—and combining judgment with new tools. Learn More: Clark O'Niell: https://on.bcg.com/46tTmep BCG's Latest Thinking on Private Equity: https://on.bcg.com/4598Fa5 IT Spending Pulse: AI Agents and GenAI Reshape Priorities: https://on.bcg.com/4mmjVXG The So What from BCG on YouTube: https://www.youtube.com/playlist?list=PLMJgyXjV5gMI9JV-GcF_D1Y6zyf1Eab_0This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

For decades, the private equity world has been a velvet-roped party — only open to billionaires, pensions, and endowments. But that might be changing. This month, a new executive order made it easier for private equity (and other high-growth, high-risk assets) to land in your 401(k). On the surface, it looks like access. But Nicole breaks down what's really going on behind the scenes… and why private equity is suddenly rolling out the red carpet for retail investors like you. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms ⁠here⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

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