Podcasts about senior managing partner

CoreWeave set to go public on the NASDAQ today – in the street's biggest U.S. tech offering since 2021… David Faber, Carl Quintanilla, and Courtney Reagan broke down the latest indications this hour - and talked expectations ahead of the first trade with a Senior Managing Partner from Magnetar (the largest institutional investor in CoreWeave; they're set to own ~29% of Class A shares after the offering). Plus, the latest from the ground at the NASDAQ with their Head of Capital Markets.   Also in focus: Lululemon's consumer warning – the team had a bull/bear debate about what to do with shares after tough guidance last night; and the latest out of Washington, as President Trump's battle with ‘Big Law' grows… and Evercore's Senior Chairman & Founder Roger Altman says the move is bad for business.   Squawk on the Street Disclaimer

Gwen Pope, Senior Managing Partner  and Head of Platform Solutions Tiger Team M&A and Tracie Smith, Senior Partner  and Head of GTM Solutions at Tiger Team M&A Together, Gwen and Tracie dive into the complexities of serial acquisitions, discussing how large strategic acquirers can develop repeatable frameworks to streamline execution and maximize deal value. From building a North Star strategy to decision-making frameworks, they cover what it takes to successfully integrate multiple acquisitions while maintaining strategic alignment. Whether you're leading M&A for a large enterprise or looking to optimize your acquisition playbook, this episode is packed with insights on structuring M&A functions, avoiding common integration pitfalls, and ensuring leadership alignment. Things you will learn: How to structure an M&A function for repeatable success Why decision-making frameworks are crucial for integration The role of executive leadership alignment in deal execution This episode is  sponsored by DealRoom BI. Harness the power of real-time data to make data-driven decisions by building, visualizing, and sharing interactive M&A reports seamlessly. Visit DealRoom.net to learn more. Episode Chapters [00:00:00] – Introduction [00:02:00] – The backgrounds of Gwen Pope and Tracie Smith [00:05:30] – Common integration challenges for large serial acquirers [00:08:30] – The importance of a repeatable M&A model [00:14:00] – Why education is key for executive leadership teams [00:18:30] – Overcoming integration fatigue and long-tail execution [00:26:00] – Structuring an M&A function: centralized vs. decentralized models [00:36:00] – How to establish a decision-making framework [00:49:00] – Handling unexpected challenges and reducing reliance on leadership for decisions [00:56:00] – Why a decision log is essential for integration success [01:05:30] – Crazy M&A stories and key lessons learned

Join us for an insightful discussion exploring the topic of transparency in immigration petitions and applications. Transparency can be a double-edged sword in immigration cases. While it often fosters trust and credibility, it can also expose risks if not managed correctly. Attorney and Senior Managing Partner from our Hyderabad office, Sharmila Karingula, along with our Client Services Manager, Arianna Gonzalez, MBA Gonzalez discussed the following: • The benefits of full disclosure in petitions and applications• Potential risks of “putting it all out there” • Best practices for balancing transparency with strategic discretion. Listen In!

Nå har vi lagt 2024 bak oss. Andre oppsummerer året, vi velger å se fremover. Så i denne episoden skal vi rett og slett snakke om teknologitrender for 2025. Ukens gjester har blitt utfordret til å komme med spådommer for 2025 om teknologier som enten får et ordentlig gjennombrudd dette året, eller vil ha mest innvirkning på hvordan vi jobber, lever og samhandler. Vi snakker blant annet om Agentic AI, AI governance Platforms, Post Quantum Cryptography, flerfunksjonelle roboter, Ambient invisible Intelligence, AI-agenter og spesialiserte AI-modeller, samt modige ledere og hva som skjer når teknologitalentene får superkrefter. Ukens gjester er Tor Kramvik Sivertsen, partner i Deloitte, og Erik Lehne, Senior Managing Partner i Gartner. Programleder er Christian Brosstad. Her kan du laste ned rapportene: Gartner og Deloitte. Redaksjonen: Peter Tryggestad, Marius Røed Wang og Jonas Mathiassen. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Real Estate for Breakfast podcast, Ice Miller Real Estate Practice Group partner and host Phil Coover, sits down for a conversation with Joe Smazal, Senior Managing Partner at Interra Realty. Joe brings more than a decade of experience specializing in the sale of mid-market apartment buildings in Chicago. With nearly $1 billion in total property transactions under his belt, Joe discusses his journey in real estate, the nuances of Chicago's vibrant housing market, and the lessons he's learned along the way. The conversation kicks off with Joe reflecting on his career highlights, including his anticipation of hitting the billion-dollar mark in properties sold. He shares insights into the dynamic Chicago real estate scene, focusing on neighborhoods like Lincoln Park, Lakeview, and Ravenswood, which continue to thrive thanks to great fundamentals and places to live. Joe talks about the importance of keeping up in a challenging market, offering insight into deal and pipeline management and maintaining resilience through uncertain times. Phil and Joe discuss Chicago's recent Northwest Side Housing Preservation Ordinance, unpacking its potential impact on property values and the city's housing market. Joe provides a straightforward assessment of the law, voicing concerns about unintended consequences while highlighting the need for balance in legislative approaches. Despite the challenges, Joe remains an unwavering advocate for Chicago, citing the city's thriving cultural scene, robust economy, and strong community appeal as reasons for why it remains an excellent place to invest and live in. The pair also engage in a dialogue on navigating the complexities of real estate in an evolving Chicago market, and why Joe believes staying consistent and focused on the long-term is key to success in the industry. Since joining Interra in 2014, Joe has personally sold over 240 properties, comprised of over 5,300 units, for a total consideration of over $940,000,000. He has helped the firm grow and and gained the respect of his clients through his honest and direct approach and dedication to his clients' interests. Joe has been recognized by his peers in recent years as Broker of the Year – Investment Sales by the Illinois Real Estate Journals; and was a Private Capital Markets Investment Broker of the Year Finalist in the Greater Chicago Food Depository CRE Awards. Interra Realty is a boutique commercial real estate brokerage firm focused on selling private capital, mid-sized apartment buildings. Founded in 2010, the firm has closed numerous transactions valued in excess of several billion dollars, with clients ranging from high-net-worth individuals and private investors to private equity groups, hedge funds, and private investors.

Tom Shimko, a seasoned expert in customer experience (CX) and marketing, to discuss the ROI of CX. Tom highlights the necessity of treating CX as a strategic imperative rather than a mere nicety. He unpacks the IDIC framework by Peppers and Rogers, emphasizing identification, differentiation, interaction, and customization as key steps. Tom shares insightful case studies, including work with 1800 Flowers, AIG, and Prudential, demonstrating how targeted CX improvements can significantly enhance customer value and reduce attrition. He underscores the importance of aligning CX initiatives with senior leadership's goals and understanding customer needs at every lifecycle stage to justify continued investment in CX efforts. What are some misconceptions about proving the value of customer experience? Addressing misconceptions helps CX leaders understand the critical elements that often go overlooked or misunderstood. Tom highlights the importance of measurable metrics in customer experience, which are essential for justifying investments and making informed decisions. It also helps shift the view of customer experience from being a "nice to have" to a strategic necessity. How does the IDIC framework relate to the customer lifecycle? Tom discusses the IDIC framework, which includes Identification, Differentiation, Interaction, and Customization. Understanding this framework allows businesses to segment their customers effectively, address their needs more precisely, and measure the impact of their strategies. By relating it to the customer lifecycle, Tom shows how this framework can be applied in real-world scenarios to enhance customer relationships and drive business growth. Can you walk through some use cases from your experience to give leaders a blueprint for how they might identify opportunities to calculate the ROI of CX? Real-world examples and use cases provide practical insights and a blueprint for CX leaders. Tom's examples from 1-800-Flowers, AIG, and Prudential show how specific strategies can have a significant impact on business metrics like customer retention, revenue, and cancellation rates. These use cases offer actionable steps for leaders to follow and adapt to their unique contexts. Meet Tom! Tom Shimko brings a background of 20+ years of experience leading marketing, customer experience, and strategic planning in both senior management and consulting roles.  These have included building and leading the consulting division as a Senior Managing Partner at Peppers & Rogers Group, Director of International Marketing at Prudential, Head of Marketing Intelligence and Customer Experience at GE Capital, SVP, Customer Retention and Loyalty at AIG, and as the Chief Marketing Officer at Pitney Bowes, Danbury Health Systems, and the DMA.  His consulting clients cross B2B, B2C and Nonprofit sectors, and include organizations such as Acxiom, Oracle, 1800Flowers, Space.com, Jaguar, Wolters Kluwer, Rodale Publishing, the American Cancer Society, and the Young President's Organization.  Tom currently leads Shimko1to1.com, where he helps organizations to increase customer acquisition, improve retention, and grow customer value, by focusing on customer needs, potential value, and by improving the customer experience.  Known for driving transformative growth, Tom excels in crafting innovative customer-centric strategies and leveraging data-driven insights, with a focus on action, impact and results. 

Tom Shimko, a seasoned expert in customer experience (CX) and marketing, to discuss the ROI of CX. Tom highlights the necessity of treating CX as a strategic imperative rather than a mere nicety. He unpacks the IDIC framework by Peppers and Rogers, emphasizing identification, differentiation, interaction, and customization as key steps. Tom shares insightful case studies, including work with 1800 Flowers, AIG, and Prudential, demonstrating how targeted CX improvements can significantly enhance customer value and reduce attrition. He underscores the importance of aligning CX initiatives with senior leadership's goals and understanding customer needs at every lifecycle stage to justify continued investment in CX efforts. What are some misconceptions about proving the value of customer experience? Addressing misconceptions helps CX leaders understand the critical elements that often go overlooked or misunderstood. Tom highlights the importance of measurable metrics in customer experience, which are essential for justifying investments and making informed decisions. It also helps shift the view of customer experience from being a "nice to have" to a strategic necessity. How does the IDIC framework relate to the customer lifecycle? Tom discusses the IDIC framework, which includes Identification, Differentiation, Interaction, and Customization. Understanding this framework allows businesses to segment their customers effectively, address their needs more precisely, and measure the impact of their strategies. By relating it to the customer lifecycle, Tom shows how this framework can be applied in real-world scenarios to enhance customer relationships and drive business growth. Can you walk through some use cases from your experience to give leaders a blueprint for how they might identify opportunities to calculate the ROI of CX? Real-world examples and use cases provide practical insights and a blueprint for CX leaders. Tom's examples from 1-800-Flowers, AIG, and Prudential show how specific strategies can have a significant impact on business metrics like customer retention, revenue, and cancellation rates. These use cases offer actionable steps for leaders to follow and adapt to their unique contexts. Meet Tom! Tom Shimko brings a background of 20+ years of experience leading marketing, customer experience, and strategic planning in both senior management and consulting roles.  These have included building and leading the consulting division as a Senior Managing Partner at Peppers & Rogers Group, Director of International Marketing at Prudential, Head of Marketing Intelligence and Customer Experience at GE Capital, SVP, Customer Retention and Loyalty at AIG, and as the Chief Marketing Officer at Pitney Bowes, Danbury Health Systems, and the DMA.  His consulting clients cross B2B, B2C and Nonprofit sectors, and include organizations such as Acxiom, Oracle, 1800Flowers, Space.com, Jaguar, Wolters Kluwer, Rodale Publishing, the American Cancer Society, and the Young President's Organization.  Tom currently leads Shimko1to1.com, where he helps organizations to increase customer acquisition, improve retention, and grow customer value, by focusing on customer needs, potential value, and by improving the customer experience.  Known for driving transformative growth, Tom excels in crafting innovative customer-centric strategies and leveraging data-driven insights, with a focus on action, impact and results. 

The more you think you're in control, the more you're likely to lose it. I've learned this the hard way. And I was the athlete who grew up on the phrase, “Control the Controllables.” But what if the so-called controllables aren't fully controllable?  On my latest episode of the Coming Up Clutch with J.R.™ show, I sit down with Joey Feste - a guy who once described himself as a “recovering control freak.” Joey is the Senior Managing Partner of KM Capital Management and has been advising some of the top players in the NFL for over 36 years. During our interview, we got real about Joey's journey through sports, business, and life and how he overcame the pile of challenges that were out of his control. If you want to feel more confident when you're dealing with things out of your control, then lock in to today's episode.   In this episode, you'll hear: What to do when people question your reputation and try to knock you off your God-given destiny Why Joey described himself as a “recovering control freak” The similar challenges Joey noticed between those he served in his church and his superstar athlete clients The common, yet preventable mistake around money   Key Quotes “Asking for feedback accelerates change.” - Joey Feste “Your relationships are key to managing and protecting your money.” - Joey Feste “It's OK not to be OK.” - Joey Feste “Spending becomes a habit just like everything else.” - Joey Feste “Don't just put people in your life that will give you feedback. Put people in your life that you can ask for feedback.” - Joey Feste   Resources from this Episode Linkedin: /in/joeyfeste Instagram: @daddyfeste Website (personal): https://joeyfeste.com/ Website (KM Capital Management): http://www.kmcapitalmgt.com/ Connect with J.R.  Facebook: https://www.facebook.com/jamesJRreid  Instagram: https://www.instagram.com/jamesjrreid/  LinkedIn: https://www.linkedin.com/in/jamesjrreid/  Twitter: https://twitter.com/jamesJRreid Website: jamesreid.com Check out The Clutch Club™️: jamesreid.com/club (For Men Only)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know we sent you.

                      Listen in as Tim and Erin discuss: Tim's real estate path that allowed him to retire from the military early Showing active duty military how to generate a passive income How to be a resource to past, current and future members of the military Increasing your value in order to be a better resource … and much more! About Tim Tim Kelly recently separated from the US Navy as an active duty Chief Petty Officer. There, he was instructing flight students on water survival, engine systems, leadership, mindset, ethics, and professional development.  His last few years in the Navy, Tim was also aggressively investing in Multifamily real estate projects. Now, Senior Managing Partner of Kelly Housing Group, he invests in and syndicates both residential & multifamily properties in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, RV parks, and storage facilities. As a member on the Board of Directors for the online community, Active Duty Passive Income (ADPI), he helps other past and present military members on their paths to financial freedom through owning more of America, the land they swore to protect and fight so hard for! How to Connect With Tim Website:  https://thetimothykelly.com https://www.activedutypassiveincome.com/military-house-hacking/ (FREE E-BOOK!) LinkedIn: http://www.linkedin.com/in/thetimothykelly Facebook: https://www.facebook.com/thetimothykelly Instagram: https://www.instagram.com/thetimothykelly Twitter: https://x.com/thetimothykelly

On today's episode of Great Minds we're pleased to welcome Andrew Essex, Senior Managing Partner of TCS Interactive, working with companies all over the world. Andrew discusses his career path from Droga5 to Tribeca to present.

In this special episode of the Unlimited Podcast, Brian welcomes Brent Belzberg, founder and Senior Managing Partner of TorQuest – one of Canada's original private equity firms – to discuss leadership, culture, and the keys to success in both life and business. Brent has been a supporter and mentor to Brian for almost two decades and we were honoured to have the chance to bring our listeners his story and his wisdom. Brent founded TorQuest in 2002 after selling Harrowston, Inc., a publicly traded investment fund he started in 1992 to invest in and build businesses. Beyond TorQuest, Brent serves as a Director of Sinai Health System, where he was previously Chair. He is a member of the Investment Advisory Committee at the University of Toronto. His past directorships include CIBC, O&Y REIT, and Four Seasons Hotels. In 2018, he was appointed a Member of the Order of Canada for his work as a business leader and philanthropist. Brent received Queen Elizabeth II's Platinum Jubilee Medal in 2023 for his significant contribution to Canada and the province of Alberta. Brent received a B.Comm. (Honours) from Queen's University in 1972 and a J.D. from the University of Toronto in 1975. In 2023, Brent received an honorary Doctorate of Laws (LLD) from Queen's University. TorQuest is a private equity firm that focuses on middle-market companies in North America, investing across various industries. The firm collaborates closely with family owners, founders, and management teams, and specializes in entrepreneurship/family succession, corporate carve-outs, recapitalizations, and management buyouts. Timestamps 0:00 Disclaimer and Intro 3:30 Private Equity & TorQuest 15:16 Success in Private Equity and TorQuest's future 21:02 Brent's outlook on the economy 23:48 How did Brent enter the Private Equity space? 31:49 Culture and Leadership within TorQuest 36:41 Successful partnerships & leadership traits 40:54 Brent's advice for entrepreneurs 48:29 Philanthropy & Brent's legacy 54:10 If Brent could do anything, what would it be?

Jay Dobson and Ed Coyne drop by UBS Studios in New York for an in-depth conversation about where we are in the energy transition story, including a look at technological innovations, investment considerations, and what to expect in the years (and decades) ahead. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the UBS Chief Investment Office, and Ed Coyne, Senior Managing Partner, at Sprott Asset Management. Host: Daniel Cassidy

Joe Smazal, Senior Managing Partner of Interra Realty, one of Chicago's top multifamily brokers, joins us on this episode today. This is one of our best episodes, but it came out very early in our podcast's existence. So we want to replay it for everyone here today.In today's conversation, Joe and Drew discuss what buyers can do to set themselves apart in the competitive real estate market. Tune in and join the conversation as Joe shares valuable insights and strategies to make a mark as a buyer in today's dynamic landscape.Joe absolutely crushed it with tip after tip in this one. A must-listen for any broker or buyer trying to gain an advantage in this ever-changing market.What to listen for: 12:28 - How real estate is a common thread among successful people + how to get started 23:38 - Scoring deals through phone calls27:14 - The power of time management and filtering emails31:52 - The best way to get to know buyers in the market 48:10 - A peek at Joe's typical workday 52:01 - The importance of having a CLEAN DESK59:01 - The power of branding in your business1:03:21 - Interacting with clients and why honesty is critical Interested in chatting with Joe? Connect with him on LinkedIn: https://www.linkedin.com/in/joesmazal/ --Breneman Capital: https://www.breneman.com/investInvestor List: https://www.breneman.com/investPassive RE Investor Guidebook: https://www.breneman.com/downloadsConnect with Drew: https://linktr.ee/drewbreneman

In this insightful episode featuring Tim Kelly, gain profound insights about building networks, cultivating knowledge, and educating people. As he speaks in this interview, he'll walk us through how we went from house hacking residential to commercial multifamily space, grow his network and exposure in the industry, and his current mission to help other people from the military achieve their financial objectives through their education platform.Key Points & Relevant TopicsLeveraging VA loans for active duty members and house hacking a single-family homeDifferences between residential and commercial real estate4 things to keep in mind when starting as a commercial real estate investorThe importance of knowing who you are as an investor and learning from mistakes How to identify good deals and partnershipsSome insights on the current interest rates and market situationResources & LinksApartment Syndication Due Diligence Checklist for Passive InvestorBiggerPocketsAbout Tim KellyTim Kelly recently separated from the US Navy as an active duty Chief Petty Officer. There, he was instructing flight students on water survival, engine systems, leadership, mindset, ethics, and professional development. His last few years in the Navy, Tim was also aggressively investing in Multifamily real estate projects. Now, as a Senior Managing Partner of Kelly Housing Group, he invests in and syndicates both residential & multifamily properties in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, RV parks, and storage facilities.As VP of Education and co-owner of the online community Active Duty Passive Income (ADPI), he helps other past and present military members on their paths to financial freedom by owning more of America, the land they swore to protect and fight so hard for!Get in Touch with TimWebsite: Active Duty Passive IncomePersonal website: Timothy KellyLinkedIn: Tim KellyFacebook: Tim KellyInstagram: @thetimothykelly1 on 1 call with Tim: +1-847-910-9161To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

In this week's intriguing episode of Inside The Wolf's Den, Shawn and Joni talk with Eric Upchurch, a highly decorated military veteran turned successful real estate investor and entrepreneur. The three business owners dive deep into the journey of a man who has transitioned from the treacherous terrains of combat zones to the competitive world of real estate investment. Upchurch, a Central Iowa native, is an Army Special Operations veteran who has had five combat deployments under his belt. His impressive education includes a Masters Degree in Aeronautical Science. Now, he channels his energy into educating the military community about creating long-term wealth through real estate investing - a pursuit he has personally thrived in for the past seventeen years. Eric's portfolio is nothing short of impressive. As a General Partner, he has invested on 4,964 doors and has Limited Partner experience on 4,621 doors. His involvement in over $170M in commercial assets speaks to his expertise in sourcing, due diligence, capital raise, risk capital, investor relations, and asset management. In this episode, Eric shares insights drawn from his experience as the Co-Founder of Active Duty Passive Income (ADPI), a Senior Managing Partner with ADPI Capital, and a Certified High-Performance Coach. He also discusses his co-authored Amazon #1 bestselling book, "Military House Hacking," which serves as a manual for military personnel interested in property investment. Join us for an inspiring conversation with Eric Upchurch, as he shares how he leveraged the discipline and tenacity he acquired in the military to build a successful career in real estate investing. Unleash the power of passive income, and discover how you can follow in his footsteps to achieve financial freedom. Eric's Website Link: https://www.ericupchurch.com YouTube Link: https://youtu.be/6X8qy8G_HlY

In highly desirable, steady markets not subject to excessive volatility, Real Estate values tend to hold and appreciate consistently over time, and are great, low risk capital preservation assets. One such market that has withstood the test of time is Chicago. Chicago remains a powerful magnet that attracts residents from all over the greater Midwest and beyond. Joe Smazal, Senior Managing Partner of Interra Realty, is one of Chicago's top-producing Multifamily brokers in the $5-$15 million range and is building his own portfolio of Multifamily assets.

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, the leading insurance brokerage and insurance diligence provider for the search fund community. The company is led by ⁠⁠⁠⁠⁠⁠August Felker⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (himself a 2-time successful searcher), and has been trusted by search investors, lenders, searchers and CEOs for over a decade now. Their due diligence offering (which is 100% free of charge) will assess the pros and cons of your target company's insurance program, including any potential coverage gaps, the pro-forma insurance pricing, and the program structure changes needed for closing. At or shortly after closing, they then execute on all of those findings on your behalf. Oberle has serviced over 900 customers across a decade of operation, including countless searchers and CEOs within the ETA community * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Symphony⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Symphony not only performs technical due diligence engagements for search funds, Private Equity firms, and strategic acquirers, but they also partner with those buyers on an ongoing basis on all things product (outsourced development, team augmentation, new product prototyping, UI refreshes, QA professionalization, and so on). Symphony is offering a full 15% off of any of their services for listeners of In the Trenches. ⁠⁠⁠Just go to ⁠⁠⁠⁠⁠the ⁠⁠⁠⁠Contact form on their website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them that you're a listener of the podcast to receive this discount! * My guest today is Brent Belzberg, Founder and Senior Managing Partner of TorQuest, a middle market private equity firm that he founded in 2002 that has since grown to ~$5.5B in assets under management. In 2018, Brent was appointed as a Member of the Order of Canada, Canada's highest civilian honor, for his work as a business leader and philanthropist. He also received Queen Elizabeth II's Platinum Jubilee Medal in 2023 for his significant contribution to Canada and the province of Alberta.

Jim Suprenant is the Senior Managing Partner at Guggenheim Partners. A career investment banker, Jim joins the show to discuss the ins and outs of buying and selling businesses. Mentioned in this Episode:Guggenheim Partners: https://www.guggenheimpartners.com/Go Big or Go Home (book): https://www.amazon.com/Go-Big-Home-Customer-Experience/dp/1544536364Time Codes(1:48) - Welcoming Jim.(2:12) - What is an investment banker?(6:41) - If I want to sell my business where would I go to find buyers?(10:34) - How do I think about pricing my company?(13:01) - What is an example of constraints an investor would put in to make it harder to turn a profit?(14:21) - How much does the people side of a business weigh into what the price will be for that business?(18:19) - How should sellers think about cutting as much from the business as they can and how do buyers vet to make sure the business they're buying hasn't just been gutted?(22:01) - How many companies understand this before you work with them and how many default to a scarcity mindset?(33:02) - How do you manage the human side of a transaction?(35:10) - How do you evaluate a leadership team?(38:21) - How can HR become stronger in these transactions?(39:55) - How often do you see HR having a prominent seat at the table?(42:40) - What are the best practices for making sure from that date forward you have the best odds for success?(48:45) - What are the things that kill deals right at the end?(51:22) -  Do you see management teams when they're closer to the finish line manage their business ‘not to lose'?(52:59) - What are you sick of talking about?(53:40) - What are you hoping to hear more talk about?(56:18) - What is the purpose of business? 

In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rory O'Hara, CFP®, CRPC®, Founder and Senior Managing Partner at Ausperity Private Wealth.  In this episode, Rory shares the early career lessons he learned cold calling (communicate authority and grow a thick skin), how he helps his team learn and grow, and the ways his firm is helping baby boomers and high income millennials achieve their financial goals.

Ryan Tanel & Solomon Hunter talk about the importance of having your interests and value aligned, making sure you have clear expectations on what it will take to sell. They also talk about why they have chose the deals they have, and what advice they would give to new investors.Interested in learning from me? Visit https://www.thetribeoftitans.info/coachingJoin our multifamily investing community for FREE for in-depth courses and live networking with like-minded apartment investors at the Tribe of TitansLink to subscribe to YouTube channel: https://tinyurl.com/SubYouTubeDiaryPodcastApple Podcasts: https://tinyurl.com/AppleDiaryPodcast Spotify: https://tinyurl.com/SpotDiaryPodcast Google Podcasts: https://tinyurl.com/GoogleDiaryPodcast Follow us on:Facebook: https://www.facebook.com/DiaryAptInv/ Twitter: https://twitter.com/Diary_Apt_Inv Instagram: https://www.instagram.com/diary_of_an_apartment_investor This episode originally aired on August 25, 2023----Your host, Brian Briscoe, has been a general partner in 1000+ units worth over $100 million and has been lead sponsor, asset manager, capital raiser, and key principal on these properties. He has developed a multifamily education community called the Tribe of Titans that helps aspiring investors learn the game, network with other like-minded professionals, and get their apartment investing business to the next level. He is founder of Streamline Capital Group, which will continue to acquire multifamily assets well into the future. He retired as a Lieutenant Colonel in the United States Marine Corps in 2021.Connect with him on  LinkedInBrian@Steamlinecapital.com----Ryan TanelRyan Tanel is a Top performing investor with 10 years of real estate experience including Senior Managing Partner for 173 units across Texas, and a portfolio of $23M assets under management, as well as a history as a Senior residential loan officer closing loans for over 500 properties in Texas throughout his career. Ryan founded Top Producer Investment Capital as a way to serve Top Producing Loan Officers and Realtors to invest in real estate passively, allowing them to focus where their time is best spent; growing their commissions, and retiring early. Driven by results, bottom line profits for investors, and doing the hard work necessary that others are not willing to do to get the results that others are not able to get, Ryan substantially outperforms the market with each new acquisition taken under management.Learn more about him at: https://topproducerinvestmentcapital.com/----Solomon HunterSolomon Hunter 26yrs Old  Started off Wholesaling Real Estate in 2019 Currently Full Time Diesel Technician Joined Multifamily Mindset Nov. 2022  My company name is twoSIX REfine Group Capital Raiser Family Oriented Guy Hobbies are Reading & Working Out I love music Learn more about him at: IG: @solokhairi & @twosixrefinegroup Facebook & LinkedIn: Solomon Hunter Website: www.twosixrefinegroup.com 

I met Chris (Christie, as we call him) about 40 years ago when he was doing an internship in a hotel in Limassol, Cyprus because he studied hospitality in the US. At the time when the tourism industry in Cyprus was booming, it seemed appropriate to study hotel management.However, the Cypriot hospitality industry wasn't his destiny, he ended up becoming a very successful banker, working for various Japanese banks and stayed in the US.In April 2018, Chris left SMBC and joined, as a Senior Managing Partner, Kinisis Ventures Limited (KV), a business accelerator company that helps international start-ups expand in the U.S. market.In addition to Columbia University, Chris is an adjunct professor for various colleges and universities including Fordham University, Baruch College, and Seton Hall University.In his free time, Chris loves to tell jokes, mostly in Greek and sometimes in English.https://www.youtube.com/@chrisdroussiotishttps://kinisisventures.com/

Join us as we go behind the scenes with Joey Feste, owner and Senior Managing Partner of KM Capital Management. Joey has been guiding some of the top NFL players for over 36 years. Despite the early challenges he faced navigating the financial and sports industries, Joey's business thrived because of his trustworthiness and high level of expertise. Get an inside look at how Joey assists some of the most successful families in sports. Listen in as Joey shares how he overcame attacks of his reputation and how his strong faith helped him persevere. Joey also offers his insight on how to rely on truth, rather than assumptions and judgments. Finally, we'll explore the parallels between everyday people and superstar athletes, especially in terms of their struggles. Joey shares his unique approach to assisting his clients, emphasizing the crucial role of a loving and supportive support system in navigating difficult times. Tune in to gain valuable insights from Joey's vast experience and expertise.   In this episode, you'll hear: How Joey has built a thriving business in the financial industry with a referral network, and how he manages the financial affairs of the NFL's top  players. Joey's experiences of reputation attacks in the competitive sports industry and the role of his faith in navigating through these trials. Joey's insight on handling public scrutiny. The similar challenges Joey noticed between those he served in his church and his superstar athlete clients The role of feedback in athlete development and the importance of having a supportive community for growth. Why Joey described himself as a “recovering control freak” The common, yet preventable mistake around money   Key Quotes “Asking for feedback accelerates change.” “Your relationships are key to managing and protecting your money.” “It's OK not to be OK.” “Spending becomes a habit just like everything else.” “Don't just put people in your life that will give you feedback. Put people in your life that you can ask for feedback.”   Connect with Joey Linkedin: /in/joeyfeste Instagram: @daddyfeste Website (personal): https://joeyfeste.com/ Website (KM Capital Management): http://www.kmcapitalmgt.com/   Connect with J.R.  Facebook: @jamesJRreid Instagram: @jamesjrreid LinkedIn: in/jamesjrreid/ Twitter: @jamesJRreid Website: jamesreid.com Check out The Clutch Club™️: jamesreid.com/club (For Men Only)   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.   Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.  

    In this episode of the Road to Growth podcast, we are pleased to introduce you to Harry Barth. Harry is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations. Harry has over 40 years of experience counseling business owners and their families, corporations and franchises nationwide. Harry has distinguished himself by being an asset protection advocate and his workshops have helped thousands of families and businesses protect their assets they have worked so hard to build.   Learn more and connect with Harry Barth by visiting him on   Linkedin: linkedin.com/in/harry-barth-48bbb054/ Website : www.barthattorneys.com Youtube: youtube.com/channel/UCN3JDmppRoTBb9ZD7OejMRA Instagram: instagram.com/barthcalderonllp/?hl=en Facebook: facebook.com/barthcalderonllp     Be sure to follow us on Twitter: Twitter.com/to_growth on Facebook: facebook.com/Road2Growth   Subscribe to our podcast across the web: https://www.theenriquezgroup.com/blog Spotify: https://spoti.fi/2Cdmacc iTunes: https://apple.co/2F4zAcn Castbox: http://bit.ly/2F4NfQq Google Play: http://bit.ly/2TxUYQ2 Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA?view_as=subscriber   If you are looking to be a Guest on Podcasts please click below  https://kitcaster.com/rtg/  For any San Diego Real Estate Questions Please Follow Us at web: www.TheEnriquezGroup.com Youtube: https://www.youtube.com/channel/UCKnzMRkl-PurAb32mCLCMeA or Call : 858 -345 - 7829 Recently reduced properties in San Diego County * Click **** bit.ly/3cbT65C **** Here* ****************************************************************************

In This Episode: Katrina Klier, Senior Managing Partner of Sage Strategy Group, oversaw 200+ acquisition integrations in her career from a go-to-market perspective, which involved aspects such as sales, marketing, and customer success. She is a top expert in helping companies create profitable growth at scale. If your business is looking to grow through partnerships, strategic alliances, or acquisitions, listen to this podcast.

Welcome to another episode. Today we have the privilege of sitting down with Army Special Operations veteran Eric Upchurch on an extraordinary journey from Central Iowa to real estate success. Eric has dedicated himself to educating service members on building long-term wealth through real estate investing.    In this episode, Eric talks about his accidental journey into entrepreneurship, his successful transition to multifamily investments, and the importance of collaborative partnerships for achieving success. He shares his role as Co-Founder and Senior Managing Partner at Active Duty Passive Income (ADPI) and how he is dedicated to empowering military service members and veterans, helping them achieve financial freedom.   As the episode concludes, Eric reveals the driving forces behind his personal growth and his strong commitment to ending Veteran homelessness, including his team's initiative of donating homes to the Veterans Community Project. Join us for an engaging conversation with Eric Upchurch, where he imparts his wealth of experience and knowledge, offering a blueprint for success in real estate. Prepare to be inspired as we explore the life and vision of this exceptional Army Special Operations veteran and his relentless pursuit of growth!

In this episode, we talk with Michael Tutcher, Senior Managing Partner of Main Street Financial Group.  We talk about a variety of topics from how golf is a part of his practice, moving in the same firm from the employee channel to the independent channel, and how getting yourself in with the right people can really help you change your practice around.Hope you enjoy it!Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

#Ep.046 Nepal's current state of infrastructure financing plays a critical role in shaping the country's development and prosperity. Adequate infrastructure is crucial for Nepal's economic growth, job creation, and overall socio-economic advancement. However, Nepal faces various challenges in securing sustainable infrastructure financing for long-term development. Limited fiscal resources, difficulty accessing affordable financing, bureaucratic hurdles, and governance issues hinder the financing process. Furthermore, political instability, weak institutional frameworks, and corruption pose additional obstacles to attracting essential foreign investment. Addressing these challenges requires comprehensive efforts to streamline bureaucratic processes, enhance governance practices, establish specialized financing mechanisms, and create a favorable investment climate. In today's episode of PODS by PEI, we have PEI colleague Saurab Lama's conversation with Radhesh Pant. Building on Radhesh's past experiences at the helm of the Investment Board of Nepal, Saurab and Radhesh explore the intricacies of project planning, financing, and implementation of various Nepali projects, and discuss the core challenges Nepal faces to ensure sustainable and effective infrastructural development. They further discuss the way forward for Nepal to improve its institutional organization, resource mobilization, and governance in the midst of the climate debate and the ongoing geopolitical contestations within the South Asia region. Radhesh is the Senior Managing Partner at VRock and Company and also serves as chairman in various boards for Asia Network for Sustainable Agriculture and Bio resources (ANSAB), Smile Nepal, and is a founding director for South Asia Institute of Management (SAIM). He also served as the Chief Executive of the Investment Board Nepal (IBN). He holds an MBA from University of California Los Angeles (UCLA) and a Bachelor of Technology in Aeronautical Engineering from Indian Institute of Technology (IIT), India. Click here to support us on Patreon!!

Are you a B2B marketer looking to attract high-quality leads and establish your brand as a thought leader in your industry? Look no further! Katrina Klier has the solution to help you create compelling content to drive leads and establish your brand as a trusted authority. Meet Katrina Klier, a Senior Managing Partner at Sage Strategy Group, passionate about driving growth and creating value through marketing. With a background in finance, Katrina discovered her love for marketing early in her career and has since become a powerhouse in the field. She's held positions as Chief Marketing Officer at Pros and led global digital channel marketing and e-commerce organizations for Microsoft's OEM Business. As a thought leader in B2B marketing, Katrina's expertise is crafting effective strategies for generating leads through thought leadership content. In this episode, you will be able to: Hone cutting-edge approaches for developing compelling thought leadership content that supercharges lead generation.Understand how to create genuinely stirring thought leadership content that strikes a chord with your audience.Identify the sweet spot between captivating stories and delivering actionable solutions through thought leadership.Harness the power of effective partnerships and event marketing to bolster your thought leadership footprint.Comprehend the essentiality of defining precise, measurable targets for your thought leadership content.And we cover a whole bunch more.

On this week's episode, I'm excited to bring on Brian Bradley, Esq. as a guest.Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Connect with Brian Here:Guest's Website: www.btblegal.comEmail Address: Brian@btblegal.com LinkedIn: Brian T. Bradley, Esq. | LinkedInRecommended Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!---Connect with Vijay on Instagram: @RealVijayKailashConnect with Vijay on LinkedIn: Vijay Kailash, CFA | LinkedIn--A quick message from our show's sponsor:Do you invest in index funds? This simple strategy (when used with your index funds) can lower risk, produce income, and help you retire early.This conservative strategy has outperformed SPY for over a decade. And the best part? This strategy takes just 5 minutes a week to execute.Click here now to learn this simple strategy for FREE: https://www.optionsellingsecrets.comRequired Disclosures: Options involve risk and are not suitable for all investors. Past performance is not indicative of future performance. Achieving a 7-figure investment portfolio nor retiring early are guaranteed. All opinions shared are each individual's opinions and are not the opinions of The Vijay Kailash Show, Option Selling Secrets, or other companies that may be mentioned in this show.

Military people have a huge advantage with real estate investing. Eric Upchurch shows you these advantages today. Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus in business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers and coaches. Eric Upchurch is an Army Special Operations veteran who has a passion for educating the military community on how to create long term wealth through real estate investing. He has invested in over 2,400 multifamily, storage, mobile home park and student housing units as a General Partner over the last decade with involvement in sourcing, capital raise, risk capital, asset management, investor relations and as Key Principal. While serving our nation, Eric completed 5 combat deployments, and earned a Master's Degree in Aeronautical Science while managing a 27-man squad, deployed around the globe. Eric now serves as Co-Founder of Active Duty Passive Income (ADPI) and is a Senior Managing Partner with ADPI Capital. Eric resides in California with his wife of 18 years and two boys. 4 Pillars Learn all you can Network your butt off Add value Take action Books: Can't Hurt Me by David Goggins You can connect with Eric at eric@activedutypassiveinvesting.com or eric@ericupchurch.com Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: www.youtube.com/c/PillarsOfWealthCreation

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Learn more: https://btblegal.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families.Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate.Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.Learn more: https://btblegal.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp

Persuasion is often the gateway to influence. The real trick, however, is getting the other person to see your perspective since only you can persuade yourself. Steve Awtrey is the Senior Managing Partner at Nova Consulting Group, which specializes in conversation models founded in human behavior and cognitive sciences. He firmly believes that the key to achieving higher performance levels in today's competitive global environment lies in understanding how employees and customers behave. He joins podcast host Jaclyn Beck in part two of his conversation to discuss the importance of trust in persuasion and how to build it ethically through a sales conversation.Learn more about Nova Consulting GroupConnect with Jaclyn Beck on LinkedIn, follow along on Instagram @jaclynbeckconsulting and check out Jaclyn Beck Consulting for strategic advisory and/or executive coaching inquiries.

Knowing how to engage in workplace conversations doesn't come easy for everyone. Especially in today's hybrid environment where people are both working remotely or in the office. Conversation is the necessary gateway to relationships and execution in business. Steve Awtrey is the Senior Managing Partner at Nova Consulting Group, which specializes in conversation models founded in human behavior and cognitive sciences. He joins podcast host Jaclyn Beck for a two-part conversation about the importance of building understanding in conversation and how people both process and reveal information.Learn more about Nova Consulting GroupConnect with Jaclyn Beck on LinkedIn, follow along on Instagram @jaclynbeckconsulting and check out Jaclyn Beck Consulting for strategic advisory and/or executive coaching inquiries.

How To Trade Volatility Like The Pros with former Pit Traders, Cem Karsan, Anthony Crudele, and Jimmy Jude. Cem is the Founder and Senior Managing Partner of Kai Volatility Advisors. Jimmy is a former floor trader and is now an independent futures and options trader. Follow Cem on Twitter: https://twitter.com/jam_croissant Follow Jimmy on Twitter: https://twitter.com/Jimmyjude13 […]

How To Trade Volatility Like The Pros with former Pit Traders, Cem Karsan, Anthony Crudele, and Jimmy Jude. Cem is the Founder and Senior Managing Partner of Kai Volatility Advisors. Jimmy is a former floor trader and is now an independent futures and options trader. Follow Cem on Twitter: https://twitter.com/jam_croissant Follow Jimmy on Twitter: https://twitter.com/Jimmyjude13 […]

While building wealth takes a whole lot of time and effort, your valuable assets can be taken from you in an instant if they're not protected correctly. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Brian T. Bradley, the Senior Managing Partner at Bradley Legal Corp, a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors and ultra-high-net-worth families. Brain's goal is to give you a peace of mind, knowing your assets are safe, by making it difficult for predatory lawyers to target vulnerable people.In this episode, you will learn:What asset protection is.The three layers of asset protection.How to properly layer your asset protection plan as you and your wealth grows.What asset protection trusts are, and the differences between the three main types (foreign, domestic, hybrid).Three misconceptions about asset protection.And more!Resources: Episode Transcript & Blog | www.btblegal.com | brian@btblegal.com | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000

In this episode, I interview Brad Barth. Brad is the absolute guru when it comes to Estate planning. He is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. Brad covers literally everything you need to know about how, why, and when to put together an estate plan. I learned so much from this interview I listened to it 3 times and took notes. You'll want a pen and paper for this one.. enjoy! Learn more about Estate Planning: https://barthattorneys.com/   Connect with Mentor Nation: Instagram: @mentornationpodcast Youtube Channel: https://www.youtube.com/channel/UC5TKA2_zaflKgLp7-5lUmpg mentornationpodcast.com

Eric is an Army Special Operations veteran who grew up in Central Iowa before attending college in California. He has a passion for educating the military community on how to create long-term wealth through real estate investing, while personally investing across the country for the last fourteen years. He is a Co-Founder of Active Duty Passive Income (ADPI) and is a Senior Managing Partner with ADPI Capital. Most recently, his team has partnered on a nationwide, first-of-its-kind 100% employee-owned mortgage branch, real estate brokerage, as well as an insurance company – all with the goal of serving the ADPI community of military real estate investors.*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Thank you to all of our listeners!!! We would love to hear from you!!!Email us at:hutch@hsquaredcapital.com    heath@hsquaredcapital.com*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*=*Visit our website to find out more:www.hsquaredcapital.comJoin our Facebook Group:The Multifamily Real Estate ExperimentFollow us on Instagram:@hutchandheathPublished: Apr. 14, 2021

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, Entrepreneurs, real estate investors, and ultra-high net worth families. Collectively they are protecting over 5 billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. In this episode, Brian discusses asset protection and its importance to high-risk professionals. He breaks down trust into its various components and explains how asset protection works to protect investments and real estate before an attack can occur. He discusses the increasing frequency of doomsday lawsuits, and how asset protection is your modern best bet to level the playing field. He talks about how, if you're starting and don't have any assets, you shouldn't make any investments. [00:00 - 04:01] Opening SegmentIntroducing Brian to the show!Specializes in protecting investments and real estate[04:02- 19:00] Asset Protection And Accumulate More AssetsThe legal system is broken and predatoryAsset protection is the best way to level the playing field and protect your wealthAsset protection is to start at the base layer and build up as you accumulate more assetsThe global monetary system is inflationaryInflation is bad for the poor because it takes money away from themThe need to be aware of what's happening in the worldFocus on tax mitigation first and then decrease your taxable estate[19:01 - 30:30] Balance Out The System Through Asset ProtectionFocus on cash flow and not taking into account other factorsThe different stages of an investor's journeyInvest in ways that will allow them to take advantage of tax code benefitsBalance out the system through asset protectionThe three main layers of asset protectionDoomsday lawsuit protection[30:31 - 36:54] Closing SegmentAdding a strong asset protection trust because it can help protect your moneySee the links below to connect with Brian!Quotes:"Asset protection is not traditional estate planning. It's just a modern way tool to balance out the system.” - Brian Bradley"Asset protection isn't traditional estate planning, it's modern estate planning." - Brian BradleyConnect with Brian through Website & LinkedIn!Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investSupport the show

Asset Protection isn't something that's commonly discussed in this business and today we learn a little bit more about why it should be... Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America's Top 100 High Stake Litigators List and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows. Brian helps shine some light on the topic of Asset Protection and gives lots of valuable insight for us today without having to pay the hourly rate! Follow us on social media and don't forget to subscribe for more educational and comical episodes such as this one! Facebook: https://www.facebook.com/joshua.ferrari.16/ Linkedin: https://www.linkedin.com/in/joshua-ferrari-6b9107160/

Cem is the Founder and Senior Managing Partner of KAI Volatility Advisors. He is responsible for firm-wide management, as well as its Head of Research and Risk Management. Cem triple majored in Economics, Policy Studies and English at Rice University and holds an MBA from Northwestern University's Kellogg School of Management. Follow Cem on Twitter https://twitter.com/jam_croissant Learn more about his company https://www.kaivolatility.com/ IN THIS EPISODE: 0:00 Swan Bitcoin promo 1:18 Born in London, lived in Turkey, grew up in Houston and Oklahoma 2:55 Family's immigration stories 4:22 Grandfather fled Bulgaria 6:16 Early interest in social sciences, parents were engineers 7:47 Founding Kai Volatility Advisors 10:23 Equity volatility 12:27 Macroeconomic analysis, dramatic inequality, distrust of system 21:38 Fixing inflationary problem, Federal Reserve chairs before Paul Volcker 31:09 Control inflation with real supply-side responses 34:43 Equality and fairness relative to growth 38:14 Muddling through a recession like in the 70's 40:35 Why the timing was right for Volcker's moves in the 80's 41:45 What is Jay Powell going to do? 42:21 iTrustCapital promo 43:08 Bitcoin Amsterdam and Bitcoin 2023 promo 44:13 Fold app promo 44:42 Rebalancing takes time, no shortcuts 48:41 Decoupling the US dollar from the gold standard in 1971 52:05 Dollar is threatened, countries de-dollarizing; fairness is naive 55:08 Are Bitcoiners naive? 56:00 First discovering Bitcoin in 2009/2010 58:40 Money is power; future of BTC 1:02:24 Utopia vs. innate desire to compete 1:06:51 "I think rates are going to go a lot higher" in next 6-12 months 1:14:18 Collapse in market will trigger a pivot 1:15:10 "Market is not the economy. Economy is not the market." 1:17:32 Opportunity in this environment 1:19:30 Investing in anything close to government: infrastructure 1:23:19 UBI: Universal Basic Income 1:25:15 Sticky double-digit inflation in the next 5 years 1:27:38 Fed pivot affecting tech stocks 1:29:07 Crises are good because they rebalance things and drive future growth   Coin Stories is powered by  @Swan Bitcoin  the best way to build your Bitcoin stack with automated Bitcoin savings plans and instant purchases. Swan serves clients of any size, from $10 to $10M+. Visit https://www.swanbitcoin.com/nataliebrunell for $10 in Bitcoin when you sign up. If you are planning to buy more than $100,000 of Bitcoin over the next year, the Swan Private team can help. Swan Bitcoin is hosting this year's inaugural Pacific Bitcoin event designed to deliver two days of Bitcoin-only programming featuring top experts and celebrity Bitcoin fans. This unique event November 10-11 in Los Angeles will give you the ability to meaningfully engage the Bitcoin community & industry insiders. Visit https://www.PacificBitcoin.com/ for tickets. Use code HODL for 30% off your pass.  BITCOIN 2023 will be the BIGGEST BITCOIN EVENT IN HISTORY held May 18-20 in Miami Beach. If you missed Bitcoin 2022 head to  @Bitcoin Magazine  for highlights of all the biggest events and panels. You can get an early bird pass for Bitcoin 2023 at a steep discount at https://b.tc/conference/bitcoin2023. Use code HODL for 10% off your pass. With iTrustCapital you can invest in crypto without worrying about taxes or fees. iTrustCapital allows clients to invest in crypto through an individual retirement account. IRAs are tax-sheltered accounts, which means all your crypto trading is tax-free and can even grow tax-free over time. The best part is it's totally free to open an account, and there are no hidden fees, monthly subscriptions or membership fees. If you open and fund an account you will get a $100 funding bonus added to your account. To learn more and open a free account go to https://itrust.capital/nataliebrunell. Fold is the best Bitcoin rewards debit card and shopping app in the world! Earn Bitcoin on everything you purchase with the Fold's Bitcoin cash back debit card and spin the Daily Wheel to earn free Bitcoin. Head to https://www.foldapp.com/natalie for 5,000 in free sats! OTHER RESOURCES - Natalie's website https://talkingbitcoin.com/ - Kai Volatility Advisors https://www.kaivolatility.com/ - Cem on Twitter https://twitter.com/jam_croissant ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories BTC wallet bc1ql8dqjp46s4eq9k3lxt0lxzh6f2wcu35cl6944d ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW NATALIE ON SOCIAL MEDIA Twitter https://twitter.com/natbrunell  Instagram https://www.instagram.com/nataliebrunell Linkedin https://www.linkedin.com/in/nataliebrunell ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER This show is for entertainment purposes only and does not give financial advice. Before making any decisions consult a professional.

In real estate, relationships make or break our businesses, and the more we can systematize the process of building and maintaining them, the better. What are the things that we need to do on a consistent basis to get in front of people and stay top of mind?  In this special episode, real estate investor, educator, best-selling author and speaker, Tim Kelly shares advice on creating and sustaining connections to help you excel in the real estate industry.   Things You'll Learn in This Episode  Why you should choose people you want to have a relationship with  Why you need to prepare an elevator pitch How to get referrals  How email campaigns and social media can help you gain clients How calling people can help build trust and connection Why you need to demonstrate expertise in the field   Guest Bio Tim is a Real Estate Investor & Educator, a Best-Selling Author, Speaker, and recently separated from the US Navy as a Chief Petty Officer after 15 years of service. As VP of Education & Co-Owner on the incredible platform, Active Duty Passive Income (ADPI), Tim is helping active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing. Tim has been investing in real estate since 2011 where he purchased his first single family residence with the intention of forcing appreciation and flipping for a profit. That was also his first “house-hack,” where he quickly learned the benefits of long-term buy and hold real estate were much more aligned with his goals. Through analyzing hundreds of multi-family properties, Tim has built an incredible network of real estate professionals, owns, controls, or has directly been involved in over 1,000 income-producing units and looks forward to acquiring 5,000 multifamily units within the next three years. Tim earned a Bachelor's degree in Organizational Management from Ashford University while on active duty. Tim is now a Senior Managing Partner of both Kelly Housing Group and ADPI Capital where he and his partners invest in and syndicate multifamily property in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, and storage facilities.  For more information, visit https://www.activedutypassiveincome.com/ and get the book Military House Hacking at https://militaryhousehacking.com/. 

A Little About Brian Bradley:Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, Entrepreneurs, real estate investors, and ultra-high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian's goal is to give you "peace of mind" knowing your assets are safe, making it difficult for predatory lawyers to target vulnerable people. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, and nominated to America's Top 100 High Stake Litigators List, and the Top 100 in Real Estate. Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance, and Life Coaching shows. In this episode of The Millionaire's Lawyer, JP and Brian Bradley discuss:Coordination with other professionals is essential for growthStructuring for Asset Protection:What is your professionYour goalsAssetsFlow:Traditional LLC - base layer, you would like this to be able to be owned by a Limited PartnershipA limited Partnership is split between a General Partner and a Limited Partner.Asset Protection Trusts. There are different types of asset protection.Make sure you look up how things are in a lawsuit in the state of your incorporation, if there were anything that could happen they do look at the jurisdiction.Connect with Brian Bradley:LinkedInWebsiteConnect with your host, JP:TwitterInstagramFacebookWebsiteShow:LinkedInEmail:  jpmcavoy@conductlaw.comPhone:  1-833-890-8878THANK YOU TO OUR SPONSOR:Conduct Law

Where can you get the financial knowledge to make the difficult decisions you need for your future? Finance is a culminating tool, a very holistic discipline, says Stan LeConte.  Stan built a strong network of clients through insight and a fundamental strategic process to achieve your goals. .  Financial Position, Protection Planning, Investment Planning, Tax Planning, Retirement, and Estate Planning.  The current education system is lacking, and it is required that you seek out advice from a professional unless you seek it out.  Learn to cultivate generational wealth by teaching yourself how to protect your finances and the importance of envisioning a better future for future generations. Stan began his career as a Financial Advisor and is currently in year 15 of his profession. He received his Series 7, Securities License, Series 66 Investment Advisor Representative License, and his insurance license 2-15. He quickly received an advanced designation CRPC (Chartered Retirement Planning Counselor) to differentiate himself as a retirement specialist and an expert in Retirement Planning. He excelled in his role and quickly was positioned as a Financial Advisor Coach, then asserted as the Insurance Sales Specialist to multiple branches, and finally promoted to the Associate Branch Manager, where he led 50 advisors at a Fortune 200 financial brokerage firm. He also has been a member of the Million Dollar Round Table since 2016. Stan recently got his 2-20 general Lines insurance license, allowing him the full capability to open a complete risk management agency (Achievers Protection Advisors LLC) to serve homeowners and commercial businesses. Stan started his career working with physicians in the James Wilson Bridges Associates and the Diaspora of Haitian American Physicians. He is currently working on his NFLPA designation, as he has acquired several professional athletes as clients over the years, with 2021 being his best class to date.He is a proud member of the Kappa Alpha Psi Incorporated fraternity and is very passionate about giving back to his community. He mentors young men as part of his dedication to his community. He firmly believes that financial literacy in our youth is a crucial foundation to success as they continue their paths in life. Because of this, he dedicates his off time to speaking to high school and middle school students to teach them the fundamentals of money management and banking. Stan prides his success on his faith and family and enjoys cycling, golfing, and a fine cigar on most days.Stan L Leconte was born and raised in Queens, New York. He has two daughters, Brittany and Cheyenne, and a son Nathan.Let us Welcome Stanley Leconte to the follow the Brand Podcast, Where we are building a Five Star Brand you can Follow.https://www.iaawealth.com/www.5starbdm.com

Personal & Real Estate Biography, Tim KellyReal Estate Investor • Syndicator & Educator • Best-Selling Author • Speaker • Chief Petty Officer, US Navy Tim is an active duty Chief Petty Officer in the United States Navy and has been serving his country for 14 years. Now stationed on shore duty in Pensacola, Florida, he is fully pursuing his dream of owning and operating multi-family real estate and helping others realize their financial freedom goals!Tim has been investing in real estate since 2011 where he purchased his first single family residence with the intention of forcing appreciation and flipping for a profit. That was also his first “house-hack,” and he quickly learned the benefits of long-term buy and hold real estate were much more aligned with his goals. Through analyzing hundreds of multi-family properties, Tim has built an incredible network of real estate professionals, owns, controls, or has directly been involved in over 1,000 income producing units and looks forward to acquiring 5,000 multi-family units within the next three years.Through his years in the military, Tim has not only learned the power of high-level leadership, teamwork, discipline, and grit; he became a certified Command Financial Specialist, educating hundreds of Sailors and Marines on personal finance and creating financial freedom… Tim rapidly found another life passion!As the Financial Freedom and Syndication Chief on the incredible platform, Active Duty Passive Income (ADPI), Tim is helping active, veteran, reserve, and other military affiliated personnel realize their financial freedom goals through real estate investing.Tim also co-authored the #1 Best Selling book with ADPI titled: Military House Hacking!Tim earned a Bachelor's degree in Organizational Management from Ashford University while on active duty.Tim is now a Senior Managing Partner of both Kelly Housing Group and ADPI Capital where he and his partners invest in and syndicate multi family property in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, and storage facilities. He is married to his lovely wife, Allyson, and they are passionate about being active in the community by giving back to the military. Tim also loves playing shows and drumming with his band, seeing live music and concerts, scuba diving and traveling the world!Personal info and links:Direct: +1-847-910-9161http://thetimothykelly.com https://www.activedutypassiveincome.com https://kellyhousinggroup.com/ http://www.linkedin.com/in/thetimothykelly/https://www.facebook.com/thetimothykellyInstagram: @thetimothykellySchedule a FREE coaching call with Tim now & click here: https://calendly.com/thetimothykelly/30Click here to get our BEST-SELLING book FREE:http://bit.ly/Military-House-Hacking“He that is good for making excuses is seldom good for anything else.” - Benjamin FranklinReleased Feb 12, 2020.Music from https://filmmusic.io "Zigzag" by Kevin MacLeod (https://incompetech.com) License: CC BY (http://creativecommons.org/licenses/by/4.0/) 

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we’re thrilled to bring you our conversation with Jessica Peltz-Zatulove and Kate Beardsley, co-founders of Hannah Grey VC. Backed by firms such as Twitter, JP Morgan, Screendoor, Insight Partners, etc. the firm recently announced it’s oversubscribed $52MM seed fund and (13 investments made to date). Jessica and Kate have backgrounds in entrepreneurship, branding, and strategy, and bring their wealth of experiences to this week’s episode.About Jessica Peltz-Zatulove:Jessica Peltz-Zatulove is a Founding Partner at Hannah Grey.Prior to founding Hannah Grey, Jessica was Senior Managing Partner at MDC Ventures, leading investments in companies including Netomi, Gradient.io (acquired by Criteo), Veritonic, Indicative (acquired by mParticle), Catch & Release, Perksy, and Mezzobit (acquired by OpenX). Before she was a VC, Jessica specialized in connecting marketers with tech at innovation consultancy Evol8tion and at Zenith Media.Jessica also leads a NYC’s Women in VC group and created the Global directory for Women in VC, which now includes 3,800+ women investors spanning 2,400+ venture funds across 200+ cities and 60+ countries.About Kate Beardsley:Kate started her career as director of special projects for Martha Stewart Living, reporting directly to Martha Stewart. She went on to become Chief of Staff to Ken Lerer at the Huffington Post, and joined him to co-found Lerer Hippeau, a NYC-based fund focused on early-stage companies.In 2014, Kate joined Upslope Ventures as Managing Partner which took her from NYC to Denver. She is active with the Rocky Mountain Venture Capital Association and the Rockies Venture Club.Episode Summary:01:26 Why did they start Hannah Grey, and what were the key components they knew were necessary for them?08:21 What exactly is their product outside of capital? 13:36 Thinking through LP discovery and composition20:11 Learnings from raising a fund, including the difference between raising from institutional investors and non-institutional investors30:51 What internal KPI’s they track for the firm 35:26 The future of service-oriented venture38:44 The ‘Hannah Grey’ Experience when supporting founders. 43:25 Recommendations for emerging managers46:46 Cultivating a community of female investorsMentioned in this episodeHannah GreyI’d love to know what you took away from this conversation with Jessica and Kate. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you’d like to be considered as a guest or have someone you’d like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

 You can have as many assets as you want, but they won't do you any good if they aren't protected. In this episode, Brian T. Bradley, Esq. breaks down asset protection and why it's important to have a comprehensive plan. Brian is the Senior Managing Partner at Bradley Legal Corp, an Advisory Board Member of the Asset Protection Counsel, and is a leading educator and nationally recognized asset protection attorney for high-risk professionals, entrepreneurs, real estate investors, and ultra-high net worth families. With insights from his presentation “Understanding Asset Protection,” he gives business owners and investors valuable and practical tips to guide them on keeping their assets secure, saving on taxes, and avoiding lawsuits. There's a lot to learn in this episode with host Jim Pfeifer, so grab your pen and get ready to take some notes! To see the full show notes and transcript, click here.Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.