Podcasts about wachovia securities

Our guest for today's podcast is Bordon Lai, Managing Director at Beach Point Capital Management.  Bordon joined Beach Point in 2021 to help build out the firm's private equity and special situation investing capabilities.   Bordon has been in the industry for over 20 years and was previously at Quilvest Private Equity, a global multi-family office with $5B of AUM. Prior to Quilvest, Bordon worked at Pegasus Capital Advisors and Vision Capital, where he invested under a flexible mandate in opportunistic investments in the middle market.   Bordon started out his career as an investment banking analyst at Wachovia Securities and Credit Suisse First Boston. Bordon earned his bachelor's degree from Georgetown University and MBA from The Wharton School of University of Pennsylvania.   Joining me on the podcast as co-host is Agnes Tan, who recently graduated from Columbia Business School and will be co-hosting/hosting a handful of podcasts on behalf of AAAIM in the coming weeks.   So what does it take to be a successful private equity investor?  We asked Bordon and he was gracious enough to share good insights on how he differentiated himself.  Without further ado, please enjoy our conversation with Bordon Lai.

This episode explores how CRE investment bankers are adapting to current economics with Deborah Smith, Co-Founder and CEO of The CenterCap Group.The Crexi Podcast explores various aspects of the commercial real estate industry in conversation with some of the top CRE professionals in the space. In each episode, we feature different guests to tap into their wealth of CRE expertise and explore the latest trends and updates from the world of commercial real estate.  Host Jessica LaRusso deep dives with Deborah as she shares her extensive career journey in investment banking and commercial real estate, highlighting her experiences and the evolution of the industry over the years. The discussion covers the significance of mentorship, the impact of local markets on real estate valuations, and emerging trends such as niche markets and proptech advancements. Deborah also provides valuable advice for newcomers entering the industry and discusses the strategic initiatives of The CenterCap Group in providing comprehensive advisory services. Introduction to The Crexi PodcastMeet Deborah Smith: Career HighlightsDeborah's Journey into Finance and Real EstateChallenges and Mentorship in Investment BankingWork Ethic and Daily Habits for SuccessThe Origin and Growth of CenterCap GroupCurrent Trends in Commercial Real EstateEvaluating Beyond Track RecordsAffordable Housing StrategiesRecent Major TransactionsStrategic Market ConversationsExciting Trends in PropTech3D Printing in Affordable HousingInvestment Market TrendsWorkforce Housing FocusEmerging CRE OpportunitiesAdvice for NewcomersRapid Fire QuestionsConclusion and Contact Information About Deborah Smith:Deborah Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor's degree in Economics honors and a Bachelor's degree in Law honors, from the University of Sydney. If you enjoyed this episode, please subscribe to our newsletter to receive the very next one delivered straight to your inbox. For show notes, past guests, and more CRE content, please check out Crexi's blog. Ready to find your next CRE property? Visit Crexi and immediately browse hundreds of thousands of available commercial properties. Follow Crexi:https://www.crexi.com/​ https://www.crexi.com/instagram​ https://www.crexi.com/facebook​ https://www.crexi.com/twitter​ https://www.crexi.com/linkedin​ https://www.youtube.com/crexi

Deborah Smith is Co-Founder and CEO of The CenterCap Group and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.   In this episode, we talked to Deborah about her role in mergers and acquisitions, her clients, the tiers of capital, evaluating the deals or the partners: how to do it and what the process is, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Investing in Businesses;   02:30 Deborah's background; 05:29 Her role in M&A; 08:01 Clients that she's currently working with; 15:52 An insight into the tiers of capital; 20:11 The process of evaluating the deals or the partners; 28:00 Round of insights       Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: Not choosing to major in accounting. Digital Resource: The Wall Street Journal. Most Recommended Book: House of Cards. Daily Habit: Running and walking. #1 Insight for investing in new businesses: Paying attention to the things that go wrong and not assuming that everything will turn out okay is the key to success. Best place to grab a bite in NYC: The Fitzpatrick Hotel.   Contact Deborah: Website: https://centercapgroup.com/   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

Kavita Sahai, CEO & Founder at K Sahai, shared the story behind her title with us on April 24, 2024.Kavita has over two decades of professional experience, with a background in investment banking, private equity, startup consulting, entrepreneurship, and education. After working as an Investment Banking Analyst at Wachovia Securities, they transitioned to private equity, serving as a Growth Equity Fund Executive at TA Associates and a Consumer Product Turnaround Fund Associate at Sun Capital Partners.Later, they worked as a Head of Channel Development for BackOps and a Growth Consultant for Have BIGplans, LLC. In 2016, they became the CEO and Founder of their own company, K Sahai, and is still currently in that role. Sahai also spent four years as an Adjunct Professor at Lynn University, where they co-created the entrepreneurship curriculum and annual business plan competition. Throughout their career, Sahai has executed on mergers and acquisitions, structured debt and equity transactions, and developed turnaround and restructuring strategies for distressed portfolio companies.SUE SAYS"I sit down with Kavita Sahai to talk about her years in Saudi Arabia, her large conservative Indian family, growing up with the desire to challenge tradition and her decision to leave a successful corporate career for entrepreneurship."Support this podcast at — https://redcircle.com/women-to-watch-r/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Deborah Smith is an investment banker and is incredibly well-connected to commercial real estate institutions. In this episode, we discuss four niche asset classes you should pay attention, the challenges her clients are facing right now, tangible advice for networking, the trajectory of the market in 2024. Deborah Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.Connect with Deborah:https://www.linkedin.com/in/deborahsmith-centercap/Chapters00:00Introduction and Surprising Belief about Real Estate01:09Introduction of Guest: Deborah Smith06:27Challenges Faced by Clients in Mergers and Acquisitions09:28Impact of Interest Rates and Current Events on Real Estate Firms13:03Advice for Operators Having Difficult Conversations with Banks14:21Networking and Building Relationships in the Real Estate Industry26:04Raising Capital and Working with Institutional Investors31:10Sentiment of Institutional Investors and Networking Opportunities36:07Books and Resources for Success in Real Estate40:02Projections for the Real Estate Market43:23Conclusion and Contact InformationSupport the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this episode of the Compassionate Capitalist Show brought back to life from the vault, Karen Rands engages in a compelling conversation with Rashaun Williams, a late-stage angel investor and venture capitalist. Williams shares his journey from investment banking to venture capital, highlighting the unique approach he takes in late-stage private investments for predictable returns. The discussion provides valuable insights for new investors looking to navigate the startup landscape and collaborate with companies that offer resources for successful scaling and exits. Key Takeaways: 1. Late Stage Investment Strategy: Williams emphasizes the importance of late-stage investing as a strategy for more predictable returns. He reveals the evolution of the late-stage industry, driven by companies staying private for extended periods, creating opportunities for investors to enter one to three years before the companies go public. 2. Accessing Top Deals: Williams shares valuable advice for new investors, suggesting involvement in accelerators and incubators as a means to access promising early-stage companies. He also highlights the significance of discerning the credibility of the deal sources and ensuring alignment with investors who have a track record of success. 3. Diversification and Portfolio Theory: The episode explores Williams' strategic approach to diversification, not only by industry but also by stage, liquidity, and cash flow. By understanding the portfolio theory in venture capital and angel investing, Williams provides a roadmap for building a diversified portfolio with a mix of early-stage, growth-stage, and late-stage investments. 4. Angel Investing Defense: Williams offers practical tips for investors to safeguard their interests by asking critical questions before engaging in deals. He advises ensuring that deal sources have a vested interest, have conducted due diligence, and possess a proven track record in the specific type of deals. Listeners can gain valuable insights into late-stage investing, portfolio management, and effective strategies for navigating the dynamic world of angel investing. Rashaun Williams is a Sum Cum Laude graduate of Morehouse College in Atlanta, GA.  As a former investment banker, turned venture capitalist, he focuses investments on tech, consumer products, and media companies. With over 100 investments under his belt, and over 20 exits, he has an impressive track record of picking winners.  He invested in companies like Coinbase, Casper, Ring, PillPack, Lyft, and Dropbox.  Over the last 15 years, he's been primarily responsible for bringing capital to emerging, diverse, and alternative markets while working at Wall Street firms such as Goldman Sachs, Wachovia Securities, and Deutsche Bank.  Currently Mr. Williams is a general partner at MVP All Star Fund, which is a late stage tech fund. Previously, he founded a venture capital fund, Queensbridge Venture Partners.   For more information visit: https://www.mvp.vc/ Karen's call to action:  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org  Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod   

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kelly Cartier (https://www.kcartierfinancial.com/) began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her clients as a truly independent advisor. As a Certified Financial Planner TM, Kelly enjoys helping clients plan for their goals through all stages of life, while focusing on what's most important to them. Preferred Links: LinkedIn: https://www.linkedin.com/in/kelly-cartier-31620032/ Website: https://www.kcartierfinancial.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://facebook.com/ultrahighnetworthclients Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. DISCLAIMER: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult your investment professional before making important investment decisions. Securities operate through Cambridge Investment Research Inc, a registered broker dealer member FINRA and SIPC.

Greetings & welcome back to the rose bros podcast. This episode we are joined by Cole Smead - CEO of  Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management. Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles. Cole has been with Smead Capital since its founding in 2007, and prior to that - was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. Cole holds a CFA designation and also graduated with a B.A. Economics & History from Whitman College. Among other things, we sat down and discussed investing as a negative art, good investing books, generating a 30% return on equity & why energy stocks are currently undervalued.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      Support the show

On today's episode of The People of Penn State, we're joined by Joe Nadreau (1993 - Smeal), who recently retired from his position of Managing Director of Strategy and Innovation at Wells Fargo Advisors. Joe discussed a variety of topics on the show, including being a part of the ROTC program at Penn State, the importance of mentors and mentees, driving strategy and innovation at Wells Fargo, privacy and cyber security at the company, what his retirement plans are, and much more! In addition to his core responsibilities of driving corporate strategy and ongoing innovation, Joe was responsible for the firm's independent advisor businesses (Wells Fargo Advisors Financial Network, First Clearing, and the launch of the RIA model). He also lead the Digital & Automated Investing group, which consisted of the self-directed (WellsTrade) team, and the Digital Advice (Intuitive Investor®) offerings.  His group was responsible for the continued evolution of the business platforms for the company's financial advisors and clients. He also led the Firm's merger integration activities consisting of 12 separate integrations, including Prudential Securities, AG Edwards, and Wachovia Securities.  Joe is on multiple nonprofit boards in the St. Louis community, including serving as chairman of the American Red Cross in St. Louis, and he served as the executive sponsor of the Wells Fargo Advisors United Way campaign. Connect with Joe on Facebook and LinkedIn. -----------------------------------------------------------------------------------------------Learn more about the Penn State Alumni Association: alumni.psu.edu. Follow the Penn State Alumni Association on:FacebookTwitterInstagramLinkedIn-----------------------------------------------------------------------------------------------Timestamps: 0:00 — Intro1:25 — Joe's Penn State story2:32 — Being a part of ROTC at Penn State3:15 — Other student activities4:37 — Initial career goals6:08 — Ad Read #1 - Penn State Bakery7:13 — Importance of a mentor9:20 — Career progression after Penn State12:46 — Keeping up with evolving technologies 15:29 — What drives innovation?17:33 — What's next for Joe after retirement 20:35 — Privacy and cyber security at Wells Fargo22:24 — Giving back to the St. Louis community through non-profits 24:23 — Change management solutions27:00 — Ad Read #2 - Alumni Shop28:00 — Lightning Round Q&A31:10 — Outro32:21 — Alma Mater

214: Should You Consider a Sabbatical as a Nonprofit Leader? (Laura Belcher)Are you ready for a sabbatical? Is your organization ready for you to take a sabbatical? Are work sabbaticals the latest nonprofit retention strategy? In episode #214 of Your Path to Nonprofit Leadership, Laura Belcher, the President & CEO of Habitat for Humanity of the Charlotte Region, shares why her recent sabbatical was beneficial for both her and her organization. Laura explains how best to prepare yourself - and your team - for the sabbatical. The planning effort can also clarify essential leadership roles and increase organizational capacity amongst the team. Laura also addresses policy implications and provides great tips to help put your plan in motion!  ABOUT LAURALaura Belcher joined Habitat for Humanity of Charlotte in 2014, excited by the possibility of removing barriers to homeownership for working families in the community. She oversees the implementation of strategic plan tactics that establish aggressive goals for the affiliate. Since 2014, the organization has seen a 300% increase in families served through growth in new home production, increases in existing home preservation efforts, providing more diverse housing solutions and the expansion of financial literacy programs, demonstrating a commitment to innovate and reach an even broader audience. In February 2020, Laura managed the merger between Habitat Charlotte and Our Towns Habitat, creating Habitat for Humanity of the Charlotte Region, combining strengths and eliminating duplicative processes and technologies. The combined affiliate has served over 4000 families since inception, operates one of the largest Habitat Construction operations in the US, runs a network of 6 ReStores, and supports 3 international partners. Laura has served on many committees of Habitat for Humanity International (HFHI); she is currently serving a second 3-year term on the HFHI US Council where she holds the office of Vice Chair. She spent the first 20 years of her career in corporate roles with Arthur Andersen, Wachovia Securities and Transamerica. Laura was a CPA, graduated from the College of William and Mary, and spent 9 years in nonprofit work as CFO/COO of the Arts & Science Council prior to joining Habitat. She attributes her passion for Habitat to her church where she started volunteering and building houses over 20 years ago.  EPISODE TOPICS & RESOURCES Demon Copperhead: A Pulitzer Prize Winner by Barbara KingsolverLearn more about Laura hereListen to Laura discuss if a merger is right for your nonprofit in episode 51 of Your Path

This week we are joined by Jim Morgan. Jim Morgan is a Christian business leader who has led six different companies, including Executive Chairman of Krispy Kreme Doughnuts and Chairman/CEO of Wachovia Securities.  He is on the board of Coca-Cola Consolidated, Inc., The YMCA of Greater Charlotte, and Youth Commission International. In helping lead Krispy Kreme's successful turnaround, he said of his approach, “I wanted to be like Jesus to the employees.  They just needed someone to love on them.  That's all I did.” 

Have you wondered how to build your expertise and advance your career? Do you want to get ahead and stand out? It's not enough to simply follow the crowd. Table stakes are showing up and hard work.  In this episode we're talking about the importance of building an expertise with Kim Tilley. Kim is a Director and Portfolio Manager on the Dynamic Portfolio Solutions platform and oversees Lazard's ETF investment strategies and due diligence. Prior to joining Lazard in 2002, Kim worked on the Institutional Equity Sales & Trading Desk at Wachovia Securities, Inc. She has a BS in Finance and a minor in Economics from Miami University and holds the Certified Investment Management Analyst (CIMAÒ) designation.  Kim is the former co-chair of the Lazard Women's Leadership Network steering committee and was a founding member of the Lazard Global Inclusion Task Force. Kim lives in Brooklyn, NY with her husband (who is a writer) and 2 children, Caroline  and Charlie. Kristine Delano guides the discussion on cultivating tools to build your expertise and share it. Listen on your favorite podcast platform. We Talk Careers Podcast. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. Book recommendation:  Invisible Child by Andrea Eliot

Deborah Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney. https://www.linkedin.com/in/deborahsmith-centercap/ http://www.centercapgroup.com/       The CRE SharkE⁠ye Show    The best 6 secrets of commercial real estate download free     The CRE Crash Course - Everything you need in order to get the Must Have Skills for Commercial Real Estate, in only 2 weeks  

In this episode, Bill McCarthy, CRE, discusses geopolitics with Tino Korologos, CRE. Geopolitical Risk was listed as the #2 issue in the 2022-23 Top Ten Issues Affecting Real Estate® by The Counselors of Real Estate®. Tino is principal of Leonidas Partners in West Islip, New York, and Clinical Assistant Professor at New York University's Schack Institute of Real Estate, where he teaches graduate-level real estate finance, capital markets, and portfolio risk courses. In his nearly 40-year career, Tino has held several senior executive and managing director positions at Wachovia Securities, Bear Stearns and Co., GE Capital Real Estate, Moody's, Equitable Real Estate Investment Management, and Deloitte. The “Top Ten in 10” series is part of The Counselors of Real Estate's CRE® Thought Leaders podcast program. In each episode, we discuss an issue from the 2022-2023 Top Ten Issues Affecting Real Estate®. Further Reading The 2022-2023 Top Ten Issues Affecting Real Estate®: https://cre.org/topten/ Read Tino's piece in Real Estate Issues: https://cre.org/real-estate-issues/geopolitical-risk-political-capital-markets-and-real-estate-uncertainty/ Intro Music: Driven To Success by Scott Holmes Music – licensed under CC BY 4.0

In today's episode, host John Laurito talks about having a CEO mindset with Christine Gaze. She shares her turning point of wanting to change how conferences and meetings are handled to allow more thought-sharing and engagement, especially from the team. Christine also shares what a disengaged leader looks like, so make sure you tune in because you might be unintentionally disengaging yourself not only from meetings but from your team.Christine Gaze is the founder and managing partner of Purpose Consulting Group, LLC, a practice management consulting firm that develops comprehensive thought leadership and training programs to engage and advance financial professionals. Over the course of her career, she has developed programs that have influenced top advisors in all channels and generated billions in new assets.Christine is the former Head of Practice Management at TD Ameritrade, where she and her team developed a practice management platform to attract and educate mega advisors. Previously, she was Managing Director and Head of Professional Development at AllianceBernstein and was instrumental in the formation of the practice management consulting group at Wachovia Securities. Christine is also intimately familiar with educating advisors in the field, having led private banking sales teams at both Morgan Stanley and Prudential Securities. Christine built her foundation in financial services as a successful advisor at Merrill Lynch whichcontinues to inform her approach to this day.Want to learn more about Christine Gaze and Purpose Consulting Group?Website: https://www.purposeconsultinggroup.com/LinkedIn: https://www.linkedin.com/in/christinegaze/Show notes:[2:25] The mistakes a leader can make from the lens of Christine[5:10] Becoming aware of a well-run or an ineffective meeting[9:22] Righting the wrongs[14:59] How Christine changed the way conferences/meetings were conducted[18:33] The importance of staying focused and engaged during meetings, especially if you are a leader[22:47] What questions should leaders be asking to approach a meeting better?[25:54] Take time and give space for you and your organization to think through things[29:07] Where to find more about Christine    [30:31] OutroGet a copy of Tomorrow's Leader on Amazon https://tinyurl.com/huseae9hText LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right NowFor questions, suggestions, or speaker inquiries, contact me at john@lauritogroup.com

As entrepreneurs and leaders, we make a lot of decisions. Doubt has no place in our day and second-guessing will only stop us from growing.Here to talk about building confidence in decision-making and taking the next steps is Deborah Smith, Co-Founder and Principal of The CenterCap Group, LLC. We hear about her unique approach to business: setting short-term goals and course-correcting along the way. Whether it's hiring or finding deals, it all comes down to following our instincts to go for it and having enough trust in ourselves to know that we can pivot if something goes wrong. She also touches on the active adult community and why there's a rising demand in the space.Deborah heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Deborah was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build-out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, she worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities, and Morgan Stanley. She has been involved in more than $100 billion of mergers, acquisitions, and restructuring transactions. Deborah has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.Quotes• “If you plan long-term, you miss all the amazing opportunities that come along the way.” (6:27-6:33)• “You can learn something new from every person. No matter who you meet, doesn't have to be related. They've got something that I don't know and I'd love to learn what that is.” (15:13-15:23)• “ I don't sweat the small stuff. You win some, you lose some. And there are opportunities we lose and there are deals we miss, and I can't worry about that.” (24:18-24:28)• “I'm well-known for saying multiple times, ‘Why are we still talking about this? It's over. It's done.'" (24:57-25:03) • “If you can find a partner that you have that level of trust with, don't ever take it for granted. You hold onto that because it can make the difference.” (28:11-28:20)• “Releasing them is really putting them in position and empowering them to go somewhere where they fit.” (35:38-35:43)Connect with Deborah:Website: www.centercapgroup.com LinkedIn: https://www.linkedin.com/company/the-centercap-group-llc/ , https://www.linkedin.com/in/deborah-smith-centercap Resource Mentioned:Grit by Angela DuckworthMissed InvestHER CON 2022 or just want to relive the experience? Don't worry! Get instant access to the InvestHER CON 2022 recordings and enjoy tons of transformational sessions with incredible women investors!https://www.therealestateinvesther.com/offers/PDh8G6eE/checkoutHow To Join the InvestHER Movement 1) InvestHER CON 2023Meet Us in Arizona! | InvestHER CON 2023 Early Bird Tickets are available now!The inaugural InvestHER CON was unforgettable.We saw women freely raising their hands, asking questions, and going to the mic to share their thoughts; we saw women confidently speaking with sponsors, holding intimate conversations with each other, and connecting on a deeper level with themselves.You laughed with us.You cried with us.You played in the arena with us.And most of all, you inspired us!We're not stopping there. We're thrilled to announce that InvestHER CON will be returning in May 2023, at a venue in sunny Arizona!Early bird tickets are available now:https://www.therealestateinvesther.com/offers/K92UxTz3/checkout2) The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses, and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves. Subscribe via:Apple Itunes SpotifyAmazon MusicAndroid Stitcher 3) The Real Estate InvestHER Membership STRIVE is a one-of-a-kind membership for experienced women investors looking to make deeper connections and take their Real Estate business to the next level. It is more than a transactional membership, and it is a transformational experience for women looking to live life on their own terms.4) InvestHER Community on Facebook We have thousands of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals! 5) InvestHER Meetups Around the Globe We have Investher Meetup members attending in-person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE! 6) InvestHER™ eXp TeamOur mission is to empower women in Real Estate to live a financially free and balanced life, and we are extending our support to Real Estate agents worldwide. We have created exclusive content and support for the InvestHER™ eXp Team:*Top skills and strategies to grow YOUR business*How to utilize your “real estate agent” advantage to become a real estate investor*Monthly live masterminds*Become part of Libertas Organization with top coaches, Tim and Julie Harris.Jonna Hall Weber is leading our team. If you have any questions or are ready to join our team, click here to schedule a call with her.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As entrepreneurs and leaders, we make a lot of decisions. Doubt has no place in our day and second-guessing will only stop us from growing. Here to talk about building confidence in decision-making and taking the next steps is Deborah Smith, Co-Founder and Principal of The CenterCap Group, LLC. We hear about her unique approach to business: setting short-term goals and course-correcting along the way. Whether it's hiring or finding deals, it all comes down to following our instincts to go for it and having enough trust in ourselves to know that we can pivot if something goes wrong. She also touches on the active adult community and why there's a rising demand in the space. Deborah heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Deborah was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build-out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, she worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities, and Morgan Stanley. She has been involved in more than $100 billion of mergers, acquisitions, and restructuring transactions. Deborah has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney. Quotes • “If you plan long-term, you miss all the amazing opportunities that come along the way.” (6:27-6:33) • “You can learn something new from every person. No matter who you meet, doesn't have to be related. They've got something that I don't know and I'd love to learn what that is.” (15:13-15:23) • “ I don't sweat the small stuff. You win some, you lose some. And there are opportunities we lose and there are deals we miss, and I can't worry about that.” (24:18-24:28) • “I'm well-known for saying multiple times, ‘Why are we still talking about this? It's over. It's done.'" (24:57-25:03)  •  “If you can find a partner that you have that level of trust with, don't ever take it for granted. You hold onto that because it can make the difference.” (28:11-28:20) •  “Releasing them is really putting them in position and empowering them to go somewhere where they fit.” (35:38-35:43) Connect with Deborah: Website: www.centercapgroup.com  LinkedIn: https://www.linkedin.com/company/the-centercap-group-llc/ , https://www.linkedin.com/in/deborah-smith-centercap  Resource Mentioned: Grit by Angela Duckworth Missed InvestHER CON 2022 or just want to relive the experience? Don't worry! Get instant access to the InvestHER CON 2022 recordings and enjoy tons of transformational sessions with incredible women investors! https://www.therealestateinvesther.com/offers/PDh8G6eE/checkout How To Join the InvestHER Movement  1) InvestHER CON 2023 Meet Us in Arizona! | InvestHER CON 2023 Early Bird Tickets are available now! The inaugural InvestHER CON was unforgettable. We saw women freely raising their hands, asking questions, and going to the mic to share their thoughts; we saw women confidently speaking with sponsors, holding intimate conversations with each other, and connecting on a deeper level with themselves. You laughed with us. You cried with us. You played in the arena with us. And most of all, you inspired us! We're not stopping there. We're thrilled to announce that InvestHER CON will be returning in May 2023, at a venue in sunny Arizona! Early bird tickets are available now: https://www.therealestateinvesther.com/offers/K92UxTz3/checkout 2) The Real Estate InvestHER Podcast - The weekly show details the journey of some of the most amazing women real estate investors around the world, who open up their lives and share practical and strategic tools for growing a rental portfolio, flipping houses, and the mindset that allows them to run a successful investing business while taking care of their families and most importantly taking care of themselves. Subscribe via: Apple Itunes  Spotify Amazon Music Android   Stitcher    3) The Real Estate InvestHER Membership  STRIVE is a one-of-a-kind membership for experienced women investors looking to make deeper connections and take their Real Estate business to the next level. It is more than a transactional membership, and it is a transformational experience for women looking to live life on their own terms. 4) InvestHER Community on Facebook  We have thousands of members in our Facebook InvestHER Community (and growing!) This is a safe place for women to ask real estate investing questions and gain the support they need to achieve their goals!    5) InvestHER Meetups Around the Globe  We have Investher Meetup members attending in-person meetings across the country and Canada. Meetups are being held monthly by experienced InvestHER Leaders! Learn more about our InvestHER leaders, meetup locations, and how to become an InvestHER Leader HERE!     6) InvestHER™ eXp Team Our mission is to empower women in Real Estate to live a financially free and balanced life, and we are extending our support to Real Estate agents worldwide.   We have created exclusive content and support for the InvestHER™ eXp Team: *Top skills and strategies to grow YOUR business *How to utilize your “real estate agent” advantage to become a real estate investor *Monthly live masterminds *Become part of Libertas Organization with top coaches, Tim and Julie Harris. Jonna Hall Weber is leading our team. If you have any questions or are ready to join our team, click here to schedule a call with her. Learn more about your ad choices. Visit megaphone.fm/adchoices

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

Grit. That's what Deborah Smith cultivated while growing up on a farm in Australia. And it turns out to have been just the right grounding for this entrepreneur, who went on to be the first in her family to graduate college and eventually to found a boutique investment bank dedicated to serving women. How did she break through in a highly competitive, male-dominated sector? One step at a time, always putting her very best foot forward. On this episode of She Turned Entrepreneur we're learning how to prepare for and assume a seat at the table. Advice from this Deborah, who is a trusted advisor on issues of real estate investment and capitalization: o Always do your homework.o Project confidence.o Speak up! (Or you'll never be heard.)o Don't be afraid to push. o Don't take no for an answer. The journey to build Center Cap, which Deborah co-founded 13 years ago, has offered all kinds of growing edges. At every turn she and her partners have responded to challenge methodically — and fearlessly. There has been no Plan B. Just a vision and commitment to making it all work, including the work-life balance. “Nothing good is ever easy,” says Deborah. “There are no short cuts.” It helps that Center Cap's workplace culture is dominated by a female ethos: Nurturing, positive, encouraging. It enables women, who can tend to be hesitant, to step into confidence and take risks they might not otherwise take. Explains Deborah: “When you have that kind of support network, I think it fundamentally changes how you are in your daily, and particularly professional, life.” Learn how this pioneer in the female-led investment banking space juggles her high-profile job and family (one task at a time) and avoids overwhelm (by not looking at the whole to do list, but breaking it down into bite sized pieces). “We spend too much time thinking about all the machinations and all the things that can go wrong. The ‘what ifs,' ” she says. “Just stop! Go with it and trust that you will figure it out.” Click here to listen to, rate and review this or previous She Turned Entrepreneur episodes. Here are key takeaways from the conversation:· Female energy is real! Women offer a different, more collaborative environment — a zone of safety and support that enables top performance.· Safe, inclusive workplaces correlate with productive risk-taking and growth.· Entrepreneurial ventures require the flexibility to evolve and adapt as conditions on the ground change. · Ignorance is not bliss. But it's part of building a business for the first time and figuring out systems along the way. It takes tenacity!· Trust yourself and just get started. One by one, you'll navigate any obstacles.· What's the worst thing that can happen? Someone doesn't like your idea? Okay. Move on! It's fine.· Look for opportunities! Do your due diligence and be the most prepped person in the room! It's the best way to compensate for any shortcomings.· If you're not talking, no one is listening!· Whatever you take on, determine that you will be the best you can possibly be.· Don't look at the length of your to do-list. Just focus on the next right thing. · Do the easiest tasks on your list first — the items for which no one will cut you slack. Here's a quick look into the episode:· Deborah, who grew up on a dairy farm in Australia, was the first in her family to attend college, after which she immediately went into investment banking without really knowing what it was all about. Working for traditional financial services firms, she rather quickly found herself transferred to the U.S., where she has been ever since.· The three women partners behind the vision for The Center Cap Group, which was founded 13 years ago, come from traditional investment banking backgrounds which they've repurposed to fit their unique vision.· What Deborah believes women bring to the table that sets them apart:o A different perspective.o A nurturing, collaborative approach.o The ability to celebrate each other's wins and support each other in losses.o A high level of trust.· Workplace cultures that provide safety enable women — who can tend to be wary of risk — to push the envelope and extend beyond their comfort zones.· Center Cap's early years called upon everyone to wear multiple hats while establishing credibility and trusted advisor status within the wider real estate investment community.· Deborah believes the reason many small businesses fail to survive is a lack of adaptability and readiness to bring onboard the tools necessary to succeed.· What tenacity looks like — and why it's so critical for entrepreneurs! · Advice for women working in or running businesses in a male-dominated field:o Merit trumps everything else. If you're good at your job, you own it.o Be confident in who you are because, if you're not, no one else will be.o Take charge of what you're doing. o If you want something, push. Don't take no for an answer.o If you have an idea, step up and take the lead!The worst thing that will happen is that someone responds negatively. o Be forceful. If you hesitate, others will fill the gap. · How to shine in a meeting? Do your due diligence:o Understand who is in the room.o Understand what the topics are.o Look for the angles where you can contribute.· One step at a time and do your utmost best at every step along the way!· Deborah's trick for keeping it all together? Break everything — including home and family — into bite-size pieces. Don't look at the length of the list!· Work-life balance demands exceptional multi-tasking. Manage the low-hanging fruit first! It's immediate gratification (and people will be harder on you if you drop the easy tasks)!· An avid reader, Deborah's Recommended Reading includes: o "Grit: The Power of Passion and Perseverance," by Angela Duckworth.o "Room on the Broom: A Push, Pull and Slide Book," by Julia Donaldson and Axel Scheffler. (A staple of her children's library)o "What Confucius Didn't Say," by Tom Pallant.· Things change: 25 years ago Deborah eschewed anything English-related, but today she's an avid reader who also generates articles and various other kinds of content. About Deborah:Deborah is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, she was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors. Deborah joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Deborah has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.

Takin' Care of Lady Business with Jennifer Justice Episode 036: She Did It Her Way: Make It Work For Yourself Ms. Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney. Listen to this Takin' Care of Lady Business episode where Deb breaks down the ways you can make your job work for you, even in bro-heavy working environments:   Here is what to expect on this week's show: A crash course on real estate investment banking, and what Center Cap Group does as a female founded and owned investment bank that supports women in business How Deb and her two colleagues were the only woman in their real estate firms and rather than competing, banded together to form a company and make their business work for them. How to divide and conquer based on your core strengths in a company with partners. Why an increased awareness of institutional sexism in younger generations is so important   Connect with Deb: WEBSITE: https://www.centercapgroup.com/index.php LINKEDIN: https://www.linkedin.com/in/deborah-smith-centercap/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Ms. Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis InvestorsMs. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions.The CenterCap Group provides investment banking services for public and private corporates, owners, operators and investment managers in the real estate sector.-Buy-side advisory-Divestures, spin-offs and dispositions-Sell-side advisory-Independent / Special Committee Board Advice-Recapitalizations-OpCo / PropCo Recapitalizations-Asset portfolio transactions-Joint ventures-Fairness opinions-Valuation opinions--------------------------------------------------Contact Deborah onLinkedin: https://www.linkedin.com/in/deborahsmith-centercap/Website: http://www.centercapgroup.com/If you'd like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956----------------------------------------------------------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150----------------------------------------------------------------------------------------------------Watch it on Youtube: https://youtu.be/g0Y2q_gQ0F8----------------------------------------------------------------------------------------------------Other interviews:Zoran Sarabaca: https://youtu.be/OLqszNP7yHYJohn Andrews: https://youtu.be/vmGWbd2y5x0Chris Daigle: https://youtu.be/jHWzFGRbpD4Arturo Henriquez: https://youtu.be/uwN7y8AE4EQJoe Valley: https://youtu.be/ZQLdybxcZKsChristopher Wick: https://youtu.be/xhIf9ltgedAJonathan Brabrand: https://youtu.be/oC82Ls54CXoCarl Allen: https://youtu.be/VIU2Lqj_FY4Klint Kendrick: https://youtu.be/eJ2GICCj2TAWalker Deibel: https://youtu.be/xoUH_Ixeook--------------------------------------------------

"Guess what: you have what it takes to get to where you need to go RIGHT NOW.What a revelation!Your impact is waiting on you, and our guest this week is here to ignite your belief that you are sitting in the center of opporunity. Dive into this power packed conversation with Deborah Smith, cofounder and principal of The Center Cap Group.Listen and learn:1. How to reimagine your career the way you want it2. How to empower people to support your vision and your game plan3. How to say “yes” to yourself and break down barriers4. Deb's philosophy on success as a woman, wife, mom, and female founder in a male dominated industryAbout Deborah SmithDeb Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.—————————We want to hear from you! Shoot an email over to welcome@thegreatgirlfriends.com or drop a DM directly to Sybil ON IG @sybil_amutiFollow now

Deborah Smith is Co-Founder and CEO of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts. Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008. From 1998-2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions and restructuring transactions. Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney.

Discover the exciting things happening in the logistics property sector as Deborah Smith discusses how to take advantage of its rising demand. Join us and find out why we should look for this new trend in real estate.Key Takeaways To Listen ForHow to start a business with limited resourcesPractical advice to build business relationships with institutionsReasons to invest in logistics, supply chain real estate, and cold storageDifferent trends in the warehouse properties and fulfillment centersOpportunities in the investment banking and consulting industryResources Mentioned In This EpisodeFree Apartment Syndication Due Diligence Checklist for Passive InvestorAbout Deborah SmithDeborah Smith is Co-Founder and Principal of The CenterCap Group, LLC and heads the firm's Strategic Capital and M&A and Execution efforts.Prior to forming The CenterCap Group, LLC, Ms. Smith was Co-Head of M&A and a Senior Managing Director with CB Richard Ellis Investors (CB Richard Ellis's $40 billion AUM investment management business). She joined CBREI in July 2007 to co-head the build-out of the firm's M&A efforts and led the firm's negotiation and acquisition of a majority interest in Wood Partners (one of the largest multifamily developers in the United States) in 2008.From 1998 to 2007, Ms. Smith worked on mergers and acquisitions with Lehman Brothers, Wachovia Securities, and Morgan Stanley. Ms. Smith has been involved in more than $100 billion of mergers, acquisitions, and restructuring transactions.Ms. Smith has a Bachelor of Economics, with honors, and a Bachelor of Law, with honors, from the University of Sydney. Connect with DeborahWebsite: The CenterCap GroupLinkedIn: The CenterCap Group, LLCTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.

About Mahmoud and Very Good Security Mahmoud Abdelkader is the CEO and co-founder of Very Good Security (VGS). He was previously CTO and co-founder of Balanced Payments (exited to Stripe). Prior to that, Mahmoud designed automated product matching systems at Milo.com (acquired by eBay) and built high-frequency trading systems for Wachovia Securities, now a part of Wells Fargo. With experience ranging from Wall Street to early-stage startups, Mahmoud is passionate about democratizing data security. He started Very Good Security to make best-in-class security and compliance attainable for businesses of all sizes.   Very Good Security (VGS) is on a mission to secure the world's information. Providing essential security and compliance infrastructure, VGS enables startups and enterprises to focus on their core business instead of compliance and regulatory overhead. VGS customers enjoy a Zero Data™ approach to information security, retaining the value of sensitive data without the cost and liability of securing it themselves. VGS Control accelerates compliances such as SOC 2, PCI, ISO 27001, GDPR, and more. For more information, visit verygoodsecurity.com. Social Media Links: https://www.linkedin.com/company/very-good-security/ https://www.instagram.com/verygoodsecurity/ https://twitter.com/getvgs https://www.facebook.com/getvgs/ https://github.com/verygoodsecurity/

In this episode, Jonathan Schein, CRE, discusses capital markets with Constantine Korologos, CRE. Bifurcation of Capital Markets was listed as the #10 issue in the 2021-22 Top Ten Issues Affecting Real Estate® by The Counselors of Real Estate®. Constantine Korologos, CRE, has worked in the real estate industry for 37 years, and has held several senior executive and managing director positions at Wachovia Securities, Bear Stearns and Co., GE Capital Real Estate, Moody's Investors Service, Equitable Real Estate Investment Management and Deloitte & Touché, where he focused on the capital markets, valuation, structured finance, consulting and investment banking. In addition to his own consulting business as founding principal of Leonidas Partners, LLC, he is a managing director with Eyzenberg and Co. where he is involved in the placement of real estate debt capital, ground lease and C-Pace financing, and a managing director with Frontstage Capital, where he is a FINRA registered representative executing securities transactions through their affiliate broker-dealer, Moody Capital. Complementing his professional experience, he is a full-time Clinical Assistant Professor, teaching graduate real estate finance, capital markets and portfolio risk courses with the New York University Schack Real Estate Institute, where he has been on the faculty for over 27 years. The “Top Ten in 10” series is part of The Counselors of Real Estate's CRE® Thought Leaders podcast program. In each episode, we discuss an issue from the 2021-2022 Top Ten Issues Affecting Real Estate®. Further Reading The 2021-2022 Top Ten Issues Affecting Real Estate®: https://cre.org/topten/ Read Tino's piece in Real Estate Issues: https://cre.org/real-estate-issues/capital-markets-risk-looking-for-clarity-in-the-face-of-uncertainty/ Intro Music: Driven To Success by Scott Holmes Music – licensed under CC BY 4.0

In this episode, we talk with Adrianne Bugg and Brandeis Short of Pillar + Peacock Interior Design. They are a powerful duo that came together to create a successful and refined interior design business. Adrianne earned a degree in business at Tulane University before working in the finance industry at both Smith Barney and Wachovia Securities. Along the way, Adrianne remained committed to cultivating her innate passion for interior design. Brandeis holds a degree in art history and dance from Randolph Macon Woman's College as well as an interior design degree from Virginia Commonwealth University. She finds beauty and balance in spatial relationships, scale, patterns, materials, palettes, and textures. Adrianne + Brandeis drop some wisdom about the joys of being in a partnership, knowing when to let go, and how to manage the ebbs and flows of a successful business over the years. Connect with us on social media! Instagram: https://www.instagram.com/impact_to_income/ Facebook: https://fb.me/g/2GWr8HX1d/ceuRagIc

It's episode 061 of the Recession Proof Real Estate Investing Podcast, and Sam Newell is sitting down with Scott Pyle. Scott has over thirty years of experience in the financial industry. His extensive background in financial management includes executive positions with Merrill Lynch, Morgan Stanley, and Wachovia Securities. He is an Accredited Asset Management Specialist (AAMS) and Wealth Management Specialist (WMS). He continues to serve individuals and families through comprehensive financial planning at Pyle Financial Services, Inc. In addition, Scott serves as the Senior Advisor to Dr. John Maxwell Foundation infusing biblical leadership principles into the culture around the world. He also serves as the Senior Advisor to the Executive Team of Athletes In Action helping sports-minded people think and live biblically. On This Episode: Learn the value of staying in your lane as an investor. Scott breaks down the difference between gambling and investing. Sam and Scott discuss aligning wealth and purpose. Find out why you shouldn't necessarily invest in rapidly growing areas. Key Takeaway: When identifying a good investment: A good return should be the starting point Ask yourself, "How does it align with what I'm already doing?" Ask yourself, "Does it add value or increase my visibility?" Ask yourself, "Does it bring credibility to me within a marketplace or am I just chasing returns?" Tweetable Quote: “Return OF your money is just as important as return ON your money.” – Scott Pyle Connect With Scott Online: Facebook: https://www.facebook.com/RonaldScottPyle / https://www.facebook.com/Pylewealthmanagement (https://www.facebook.com/Pylewealthmanagement) LinkedIn: https://www.linkedin.com/in/ronaldscottpyle/ (https://www.linkedin.com/in/ronaldscottpyle/) Website: https://scottpyle.com/ (https://scottpyle.com/) https://www.pylefinancialservices.com/ (https://www.pylefinancialservices.com/)

Ben Stewart has 18 years experience as a financial advisor and portfolio manager. He founded Stewart Wealth Management in 2007, after spending seven successful years as a Vice President at Wachovia Securities. I greatly enjoyed chatting with Ben! He has a very matter-of-fact approach to investing and is so incredibly down to earth and comfortable with sharing his vast insight. He never over complicates the conversation with opaque lingo or flashy "solutions".Ben serves his clients with high energy, a pro-active work ethic, and a creative investment approach to build wealth. He strives to take the mystery out of the complex world of investments with simplified communication and effective stratgeies . Ben has specialized knowledge in not only stock and bond markets, but also real estate investments.  Ben grew up in Novato, California and graduated from California State University of Sacramento in 1996. 

Miguel Armaza sits down with the inspiring Mahmoud Abdelkader, serial entrepreneur and CEO/Co-Founder of Very Good Security, a company that's on a mission to protect the world's information by providing essential security and compliance infrastructure for other businesses. In this episode, we talk about: - Mahmoud's journey – moving from Egypt to New York City and how he found his love for entrepreneurship - Launching Balanced Payments, his first startup over a decade ago, getting into Y Combinator and why every first time founder should try to go to YC - Understanding Very Good Security's mission to secure the world's information, and why they want to make data useful in the same way as money - Challenges of unintended side effects of financial and privacy regulation and what Very Good Security is doing about it - Getting comfortable with rejection and why you should never underestimate the hunger of immigrant entrepreneurs… And a lot more! Mahmoud Abdelkader Mahmoud Abdelkader is the CEO and co-founder of Very Good Security (VGS). He was previously CTO and co-founder of Balanced Payments (exited to Stripe). Prior to that, Mahmoud designed automated product matching systems at Milo.com (acquired by eBay) and built high-frequency trading systems for Wachovia Securities, now a part of Wells Fargo. With experience ranging from Wall Street to early-stage startups, Mahmoud is passionate about democratizing data security. He started Very Good Security to make best-in-class security and compliance attainable for businesses of all sizes. Very Good Security Very Good Security (VGS) is on a mission to secure the world's information. Providing essential security and compliance infrastructure, VGS enables startups and enterprises to focus on their core business instead of compliance and regulatory overhead. VGS customers enjoy a Zero Data™ approach to information security, retaining the value of sensitive data without the cost and liability of securing it themselves. VGS Control accelerates compliances such as SOC 2, PCI, ISO 27001, GDPR, and more. For more information, visit verygoodsecurity.com.

Sean McCurry is President of Pinnacle Family Advisors and Co-Portfolio Manager of the Pinnacle Sherman Funds. Sean founded Pinnacle Family Advisors in late 2007. Prior tofounding Pinnacle Family Advisors, Sean worked as a financial advisor with Raymond James Financial Services and also managed his own Raymond James branch office for nearly 10 years. Sean is a 1989 graduate of John Brown University. Paul Carroll is the Chief Investment Officer for Pinnacle Family Advisors and Portfolio Manager of the Pinnacle Sherman Funds. He joined PFA in November 2008. Paul began his financial services career with Wachovia Securities in early 2000 and moved to Raymond James Financial Services in 2005, prior to joining PFA. Paul graduated from Missouri State University in 1991 with a BS in Accounting. Website: https://pinnacledynamicfunds.com/ Disclaimer: Opinions expressed are subject to change at any time, are not guaranteed and should not be considered investment advice. There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Investors should carefully consider the investment objectives, risks, charges and expenses of the Pinnacle Sherman Multi Strategy Core Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at pinnacledynamicfunds.com or by calling 888-985-9830. The prospectus should be read carefully before investing. The Pinnacle Sherman Multi Strategy Core Fund is distributed by Northern Lights Distributors, LLC, member FINRA. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

ECONOMIC-MARKET ANALYST: Scott Garliss is the editor of Stansberry NewsWire and Stansberry NewsWire Premium– real-time daily blogs in which he and his analysts scour the markets to offer you a better understanding of the forces driving market volatility… and recommending the best ways to trade that volatility. BIO: Before joining Stansberry Research in 2017, Scott spent 20 years trading for some of the top investment banks in the country, including First Union Securities, Wachovia Securities, Stifel Nicolaus, and FBR Capital Markets. It was his job to reach out to these firm's most important clients, to make sure they were on top of the upcoming events – both economic and political – that were most likely to move the markets and influence the value of their holdings. In other words, Scott's specialty was to analyze what traders from around the world were thinking and doing in the markets. With Stansberry NewsWire, he uses his expertise to reveal what's happening behind-the-scenes on Wall Street, so you can profit on Main Street. WEBSITE: stansberrynewswire.com WEBSITE: stansberryresearch.com FACEBOOK: www.facebook.com/StansberryResearch/ TWITTER: @SG_Stansberry LEGAL EAGLE Larry Klayman, author of It Takes a Revolution: Forget the Scandal Industry! Klayman, is founder and former chairman of the successful non-profit foundation Judicial Watch, and current chairman of Freedom Watch. With a title that satirically mocks It Takes a Village by Hillary Clinton, It Takes a Revolution: Forget the Scandal Industry! details how our executive, legislative, and judicial branches of government have become thoroughly corrupt and failed the citizenry. Imploring Americans to turn away from the “scandal industry” of the cable news networks, which enrich themselves by magnifying crises—if not creating mass panic to boost ratings and advertising dollars—and offering false hope to lure viewers that there will be justice to remedy government corruption, the author Larry Klayman, both the founder of Judicial Watch and now Freedom Watch, offers concrete solutions for creating a federal judiciary and instituting citizens' grand juries. Quoting Founding Fathers like John Adams and Thomas Jefferson, Klayman explains above all that without ethics, morality, and religion, it will not matter how many times we change our forms of government or rules—there will be no lasting liberty. This work is a call to arms during these times of crises, when government corruption

In this episode, Michel Couillard, CRE, discusses the capital markets with Constantine Korologos, CRE. Capital Market Risk is listed as the #3 issue in the 2020-21 Top Ten Issues Affecting Real Estate® by The Counselors of Real Estate®. Seven months into the pandemic, the resultant volatility has made pricing debt more challenging and has had a profound impact on both the debt and equity capital markets. Constantine "Tino" Korologos, CRE has worked in the real estate industry for 35 years, and has held several senior executive and managing director positions at Wachovia Securities, Bear Stearns and Co., GE Capital Real Estate, Moody's Investors Service, Equitable Real Estate Investment Management, and Deloitte & Touché, where he focused on the capital markets, valuation, structured finance, consulting and investment banking. Complementing his professional experience, he is a Clinical Assistant Professor, teaching graduate real estate finance, capital markets, and portfolio risk courses in the New York University Schack Real Estate Institute, where he has been on the faculty for over 25 years. The “Top 10 in 20” series is part of The Counselors of Real Estate's CRE® Thought Leaders podcast program. In each 20-minute episode, we discuss an issue from the 2020-2021 Top Ten Issues Affecting Real Estate. Intro Music: Driven To Success by Scott Holmes Music - licensed under CC BY 4.0 Further Reading The 2020-2021 Top Ten Issues Affecting Real Estate®: https://cre.org/topten/ Read Tino Korologos's piece in Real Estate Issues: https://cre.org/real-estate-issues/capital-markets-revisiting-risk-and-return-in-the-face-of-uncertainty/

The executive managing director of Watermark Advisors, Hagen Rogers tells me about his approach to M&A (mergers and acquisitions) counseling. He discusses the common issues he saw in the M&A process with is his clients. We explore how these issues changed his approach to M&A and what lead to Watermark's service model. During today's episode, we explain why M&A is like a bridge and how Watermark helps their clients across. The “bridge” model is a great visual and simplifies how the M&A process works. Tune in to learn how to cross the bridge and come out on the other side with a great deal and solid business relationship. What you will learn: Hagen's background in corporate banking. What Watermark Advisors does for their clients. The problems buyers have during the M&A process. The problems sellers have during the M&A process. What are contingency fees? How to avoid these fees. Why people agree to contingencies. What is “the bridge?” The ulterior motives of small investment banking firms. The 3 phases of the bridge. How to make your company a “top athlete.” The 8 items that make a top athlete company. Why strategy is the most important. What is marketing positioning? Why timing is everything. The things that go wrong during the integration phase. How buyers erode a company's potential. Why M&A is NOT like a marriage. Hagen's parting words for the audience. Takeaway: Your company is like an athlete. You need to train for your company exit and you need a coach to get you through the process. That's what Watermark Advisors or someone like them can do for you. Links and Resources GEXP Collaborative February Training (mentioned during the episode) Watermark Advisors Watermark Advisors on LinkedIn About Hagen: The more than 100 client assignments that Hagen Rogers has successfully completed in his 21-year investment banking career include sell-side, buy-side mergers and acquisitions, public and private capital financings, valuations, expert witness testimony, and fairness opinions. Prior to directing Watermark, Mr. Rogers served investment banking clients as Vice President at Wachovia Securities. He began his career with NationsBank in corporate banking and with Chase Securities in investment banking. He is a member of the Financial Executives Network Group. In addition, since 2007 Mr. Rogers has spoken nationally to hundreds of CEOs on the topic of “How to Win in Investment Banking Transactions,” in Atlanta, Birmingham, Greenville, Knoxville, Los Angeles, Louisville, Phoenix, San Diego, and Seattle. Mr. Rogers started Watermark Advisors in 2002.

David Ackel  founder  of  Focus Forward Financial, LLC.His goal is to deliver independent, objective financial advice . He have worked in three different bank settings  such as Capital One Investments, Wells Fargo Investments, and Wachovia Securities . He is also  a “Chartered Retirement Planning Counselor”  received his CRPC designation from the College for Financial Planning.  Nola Hitchcock Cross is a nationally known attorney who represents whistleblowers in the areas of financial frauds, government contracting fraud, healthcare fraud, and retaliation.  She has obtained multiple sizable recoveries under the False Claims Act for her clients, including a recent recovery in the top 30 of all fiscal 2012 qui tam awards.    Steve Norton is one of the most highly rated instructors in his field .He has over 30 years of experience managing large projects in the nuclear industry and he's known for his ability to make complex topics understandable.  He recently co-authored a book with Jack Canfield of Chicken Soup for the Soul fame that hit number 1 in seven Amazon.com    Imad Elias has 20 years Los Angeles Trial Lawyer/litigator specializing in employment law, including workplace discrimination, harassment and wrongful termination.  Ben Levi is a Principal at the law firm of McKool Smith and is a nationally recognized patent litigator.  Ben has over 20 years of experience and he specializes in litigating complex patent disputes in the U.S. International Trade Commission and in federal District Courts.