Accredited Investor Markets Radio

Informações:

Sinopse

A podcast about investing in alternative assets

Episódios

  • Understanding Holistic UX with Kyle Rezac-Dennis

    18/10/2022 Duração: 56min

    User experience, or UX, refers to the collective ways an end user interacts with a brand or a product. Most of the time, UX gets discussed in terms of design. Though that might imply for many the idea of visual design, it’s really only a fragment of the full strategic picture. We sat down with Kyle Rezac-Dennis of the Kansas City digital agency Useagility to learn a little bit more about what goes into getting UX right.  About Kyle Kyle Dennis is a User Experience Design Researcher and Managing Director at Useagility, Kansas City's most user-focused digital agency. They specialize in using mixed method (primarily qualitative) research techniques to complete discovery and idea validation user research projects. Articles Cited: Watch Out: 4 Companies Fall Short Every Earnings Season Don't miss a single episode! Be sure to subscribe, rate, and review today. Interested in being a guest on the Financial Poise Weekly Rundown Podcast? Drop us a line at podcast@financialpoise.com for more information. ©2022. Daily

  • Exploring Renegade Entrepreneurship

    11/10/2022 Duração: 35min

    Welcome back! This week, the Financial Poise Weekly Podcast takes you to the streets of the Renegade Crafts Fair. A long-running Chicago tradition, the fair attracts creative entrepreneurs and eager patrons from throughout the region who share a passion for unique wares offered by small businesses. We talked to dozens of vendors on the scene, all of whom had valuable insights for others running a business today or hoping to tomorrow. Key Moments: The State of Street Fairs and the Renegade Craft Fairs Story (5:42) COVID and a Multi-Colored Coat of Motivation (9:33) Expanding, Branding, and All About Sales (14:36) Rain on the Parade with a Silver Lining (25:11) Don't miss a single episode! Be sure to subscribe, rate, and review today. A huge thank you to our participants: Mat Daly of Renegade Craft Fair Furkan Keskin Amonett of The Mulberry Treehouse Ximena Gonzalez of Epic Pets Claire Shadomy of Salad Days Liz Mortensen of Laila Plant-Dyed Textiles Luke Hobbs of Luke Hobbs Designs Kirsten Monroe of Brown Fo

  • Introducing the NEW Podcast from Financial Poise

    11/10/2022 Duração: 01min

    We're back at it! Financial Poise is proud to introduce a new format that will continue to bring you the expertise and insights you've come to expect from us. Whether you're an investor, entrepreneur, or just someone hungry to learn, we've got you covered. Subscribe, rate, and review wherever you get your podcasts.  Follow us on Twitter, Facebook, and Linkedin as Financial Poise. Subscribe to our newsletter: https://www.financialpoise.com/subscribe-to-newsletter/ http://financialpoise.com ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM. 

  • Episode 85 with Todd Ryden

    05/08/2016 Duração: 46min

    In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds.     You can learn more about Todd Ryden and FNEX here.   Or you can find them here: Twitter: @InvestFNEX & @FNEXTodd Facebook LinkedIn: FNEX & Todd Ryden YouTube     About Todd Ryden   Mr. Ryden is an experienced entrepreneur and manager, having founded and sold several enterprises. After practicing law, Mr. Ryden co-founded StarCom Broadband, a cable and high-speed data provider. StarCom was sold in 2001 to Comcast®. Mr. Ryden co-founded Cole Marketing, a bottled water brand-marketing group, acquired in 2006 by a New York based venture capital group. Mr. Ryden co-founded Caldera Development, a real estate development company that has participated in the development of over 430,000sf o

  • Episode 84 with Jason Stevens

    22/07/2016 Duração: 44min

    In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill.  That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.   Learn more about Jason Stevens and Sprott Global here.   Or you can find them here: LinkedIn Twitter: @js_sprottglobal     About Jason Stevens   Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on th

  • Episode 83 with David Drake

    15/07/2016 Duração: 45min

    In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016,  to the extent that some platforms will switch from equity offerings to debt offerings.  David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated.  Come join David Drake's world.   Learn more about David Drake, The Soho Loft and LDJ Capital by visiting www.ldjcaptial.com and thesoholoft.com   You can also find him here:   Twitter: @TheSohoLoft LinkedIn   About David Drake   David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this

  • Episode 82 with Phil DeMuth

    01/07/2016 Duração: 41min

    In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be.  Listen and learn about the benefits of taking a "lifetime perspective on your taxes."   You can learn more about Phil DeMuth here.   Or you can find him here: Twitter: @PhilDeMuth LinkedIn     About Phil DeMuth   Phil DeMuth is Managing Director at Conservative Wealth Management, LLC, where he enjoys working with high net worth clients and saving them from the depredations of the financial services industry.   Phil was valedictorian of his class at the University of California at Santa Barbara, then went on for his master’s in communication and a Ph.D. in clinical psychology. A psychologist and investment advisor, Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior and Psychology Today , and is the author of nine book

  • Episode 81 with Ethan Knight

    24/06/2016 Duração: 44min

    Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities.   You can find out more about Ethan Knight and the American Gap Association here.   Or you can find them here: Twitter: @americangap Facebook LinkedIn      About Ethan Knight   Ethan Knight has been working within the world of Gap Years since 1996, when he took his own Gap Year to India, Nepal and Tibet. Back in those days the only options to taking an official Gap Year was through the Center for Interim Programs, and that's exactly how he first heard about this strange thing called a Gap Year. After an inspired talk at his high school, he started a conversation with Interim Programs to discuss what would eventually turn

  • Episode 80 with Carrie Rosenbloom

    10/06/2016 Duração: 38min

    In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially.    You can find out more about Carrie and The Family Mediation Group here.   Or you can find her here: Twitter:  @mommyontherocks Facebook LinkedIn: Carrie Rosenbloom; The Family Mediation Group     About Carrie Rosenbloom   Carrie Rosenbloom is co-founder and partner in the Family Mediation Group, LLC, and co-founder and partner in CT Relational Therapy, LLC.  She has a background in the law and a deep interest in human relationships. Rosenbloom’s belief that the two fields are intertwined led her to develop both practice groups. She began her career as an Assistant State’s Attorney in Cook County, IL. primarily serving the narcotics bureau, Chicago’s busiest department. She went on to development work in the non-profit sector, raising money and developing programming for un

  • Episode 79 with Daniel Rossen

    27/05/2016 Duração: 39min

    In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance.  No, wait!  Don't run!  There are coverages that can help businesses grow!  There are coverage choices that are meaningful at different stages of an enterprise's expansion.  For a lucid, nay pellucid explanation, Mr. Rossen's your man.   You can find out more about Daniel Rossen and CRC Insurance here.   Or you can find him here: LinkedIn: Daniel Rossen; CRC Insurance

  • Episode 78 with Michelle Gershfeld

    20/05/2016 Duração: 42min

    How are those financial abs?  Are you financially fit?  Michelle Gershfeld of Get Financially Fit is your financial trainer, and our guest for Episode 78 of Financial Poise Radio.  Find out what Michelle means by the tenet "Pay yourself first!"  Learn how our attitudes need to be adjusted to improve our relationship with money.  And Michelle knows, in part from a career as counsel to chapter 7 bankruptcy trustees. Learn more about Michelle Gershfeld here. Or you can find her here: EmailLinkedIn   About Michelle Gershfeld Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law.  She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.  Gershfeld has been the firm’s managing partner since 2000.  She has represented bankruptcy trustees and clients in more than 20,000 cases.  As an Accredited Financial Counselor and Financi

  • Episode 77 with Bruce Walker

    13/05/2016 Duração: 40min

    In Episode 77, Chris Cahill speaks about hoards with World Numismatist and Cataloger Bruce Walker, of Stack's Bowers Galleries. From Lydia to the present, coins have delighted hoard-finders and collectors. Coins also constitute a tangible asset class with which one may balance the ol' portfolio. Find out more about Bruce Walker and Stack's Bowers here. Or you can find them here: Twitter: @StacksBowersFacebookLinkedIn InstagramGoogle+   About Bruce Walker Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger.  After collecting world gold coins by Friedberg catalog number since his mid-20s, his numismatic interests blossomed subsequent to purchasing a used copy of the Standard Catalog of World Coins a few years later.  After a number of years pursuing numismatics as an avocation while employed in the information technology field, Bruce began a gradual transformation toward a career as a professional num

  • Episode 76 with Jonathan Friedland

    06/05/2016 Duração: 27min

    In Episode 76, Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis.   You can learn more about Jonathan Friedland here and here.   Or you can find him here: FacebookLinkedIn Twitter: @lawyerfriedland   About Jonathan Friedland Jonathan Friedland is a partner with Sugar Felsenthal Grais & Hammer. Jonathan P. Friedland is well recognized as a lawyer’s lawyer.  Clients turn to Jonathan with their most challenging restructuring and business matters.  In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals.  In addition, he frequently serves as co-counsel to oth

  • Episode 74 with David S. Abraham

    01/04/2016 Duração: 44min

      In Episode 74 of Accredited Investor Markets Radio, Chris Cahill discusses "The Elements of Power" -- the first major book (and a very fine one) on the rare earth metals trade -- with its author, David S. Abraham. Niobium in steel, much of the Periodic Table in each smartphone, and in smart weaponry: what are the geopolitical risks and supply chain vagaries associated with market dominance by a few nations and players?  What should investors know about time frames, extraction risks, pricing volatility risks, and the Molycorp bankruptcy? Note: approximately 4 seconds of the broadcast was conducted in the Lithuanian language.   You can find out more about David S. Abraham here.   Or you can find him here: Twitter: @abrahadave @tremcenter Instagram: elementsofpower LinkedIn   About David S. Abraham   David S. Abraham runs the Technology, Rare and Electronics Materials Center and is author of The Elements of Power. His career spans from commodities trading and Wall Street to the White House where he oversaw in

  • Episode 73 with Sara Hanks

    25/03/2016 Duração: 47min

    In Episode 73 of Accredited Investor Markets Radio, Sara Hanks, co-founder and CEO of CrowdCheck, reflects on vetting early-stage private companies seeking online capital formation in the New World created by the JOBS Act. Ms. Hanks' perspective is also informed by her past as an SEC attorney, and her present as co-chair of the SEC Advisory Committee on Small and Emerging Companies. You can learn more about Sara Hanks and CrowdCheck here. Or you can find them here: Twitter: @SaraCrowdCheck; @CrowdCheck LinkedIn: Sara Hanks; CrowdCheck Facebook YouTube   About Sara Hanks Sara is a corporate and securities attorney with three decades of experience. She is the co-founder of CrowdCheck, which provides due diligence, disclosure and compliance services for online capital formation. She is co-Chair of the SEC’s Advisory Committee on Small and Emerging Companies, and her comments are her own and do not represent the positions of the SEC. Sara Hanks, co-founder and CEO of CrowdCheck, is an attorney with over 30 years

  • Episode 72 with Pete Hecht

    11/03/2016 Duração: 48min

    Hedge Fund methods with Mutual Fund daily liquidity?  In Episode 72, we spoke of Liquid Alternatives with Pete Hecht, Managing Director of Evanston Capital Management. Mr. Hecht urged investors to reject hype and to measure performance net of fees that can be attributed to such strategies. You can learn more about Pete Hecht and Evanston Capital Management here. Or you can find them here: LinkedIn: Pete Hecht; Evanston Capital Management @EvanstonCapital   About Pete Hecht Area of Focus: Topical Investment Research, Portfolio Strategy, & Risk Management Profile: Joined ECM in 2013. Previously served in various portfolio manager and strategy roles for Allstate Corporation’s $35 billion property & casualty insurance portfolio and $4 billion pension plan.  Also had the opportunity to Chair the Investment Strategy Committee, Global Strategy Team, and Performance Measurement Authority. Served as an Assistant Professor of Finance at Harvard Business School and taught the required first year finance course

  • Episode 71 with Tracy Treger

    04/03/2016 Duração: 46min

    A long-term investment strategy that keeps wealth in and taxes away. Our Chris Cahill spoke with Tracy Treger, Senior Director of Corporate Strategy at Syndicated Equities about the mechanics of 1031 like-kind exchanges with respect to real estate investment, both for individuals and participants in investment syndicates.   You can learn more about Tracy Treger and Syndicated Equities here.   Or you can find them here: Twitter: @tracy_treger; @SEquities LinkedIn: Tracy Treger; Syndicated Equities     About Tracy Treger   Tracy Treger is the Senior Director of Corporate Strategy at Syndicated Equities. Tracy helps high net worth individuals and family offices to profitably invest in real estate.  She also assists investors in identifying appropriate replacement property to complete tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Drawing upon her 20 years’ experience practicing law in the areas of real estate, bankruptcy and corporate restructuring, finance, and commercial law, Tracy see

  • Episode 70 with Peter Feinberg

    19/02/2016 Duração: 49min

    Three college friends have started a social media business and ask you to invest $20,000. Is this more likely Facebook or Farcebook?  We asked Peter Feinberg, a veteran attorney with Hoge-Fenton of Silicon Valley for the more specific questions an early stage investor should ask.  We discuss the Underpants Gnomes' Step 2 and loosely paraphrase Jean-Paul Sartre in considering whether "Hell is other investors." Join us for this discussion in Episode 70 of Accredited Investor Markets Radio. You can find out more about Peter Feinberg ad Hoge Fenton here. Or you can find them here: Twitter: @HogeFenton LinkedIn: Peter Feinberg, Hoge Fenton   About Peter Feinberg Peter Feinberg has almost 25 years’ experience  representing primarily middle market companies in all aspects and many sectors of merger and acquisition transactions.  Mr. Feinberg has successfully closed well over 100 merger and acquisition transactions, representing buyers and sellers, public and privately held companies, multinational firms, family owne

  • Episode 69 with Nick Veronis & Kunal Shah

    12/02/2016 Duração: 47min

    In Episode 69, Accredited Investor Markets Radio host, Chris Cahill, again has the pleasure of speaking with Nick Veronis and Kunal Shah of iCaptial Network. This time, they discuss the mechanics of PE funds and of investing in them, including the compensation structures for fund managers as they relate to gains for investors. In addition, our guests discuss what qualities investors should seek in a fund manager.   You can find out more about Nick Veronis, Kunal Shah and iCapital Network here.   Or you can find them here: Twitter: @icapitalnetwork LinkedIn: iCapital Network Nick Veronis Kunal Shah     About Nick Veronis   Mr. Veronis is Co-Founder and one of the Managing Partners of iCapital Network where he oversees the Company’s Private Access Fund infrastructure and origination. Mr. Veronis spent 11 years at Veronis Suhler Stevenson, a middle market private equity firm where he was a Managing Director responsible for originating and structuring investment opportunities. At VSS, he specialized in the busine

  • Episode 68 with Nick Veronis & Kunal Shah

    05/02/2016 Duração: 44min

    In Episode 68, Accredited Investor Markets Radio speaks with Nick Veronis and Kunal Shah of iCapital Network about the landscape of private equity within the sphere of private investments, including net performance of PE- generally the better returns gained by the top quartile of fund managers.   You can find out more about Nick Veronis, Kunal Shah and iCapital Network here.   Or you can find them here: Twitter: @icapitalnetwork LinkedIn: iCapital Network Nick Veronis Kunal Shah     About Nick Veronis   Mr. Veronis is Co-Founder and one of the Managing Partners of iCapital Network where he oversees the Company’s Private Access Fund infrastructure and origination. Mr. Veronis spent 11 years at Veronis Suhler Stevenson, a middle market private equity firm where he was a Managing Director responsible for originating and structuring investment opportunities. At VSS, he specialized in the business information services sector and helped spearhead the firm’s investment strategy in the financial software and data sec

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