Private Equity Profits

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Private Equity Profit Podcast with Cliff Locks Episode 055 Preparing your Portfolio Companies for a Successful Exit with the M&A Hyper Accelerator Educational Program with Cliff Locks

Listen to this special Private Equity Profit episode with Cliff Locks as he discusses an opportunity for portfolio companies to help ensure they will sell with a 1.5x average valuation increase. He introduces the M&A Hyper Accelerator Educational Program. The program is designed to help companies prepare for their exit and maximize their value.

Here are some of the beneficial topics covered on this week’s show:

The importance of preparing portfolio company executives for a successful exit

The value of the M&A Hyperaccelerator educational program

The potential for a 1.5x average valuation increase for companies that go through the program

Connect with Cliff: M&A Hyper Accelerator Educational Program https://www.startupcourse.com/ cliff@investmentcapitalgrowth.com https://www.investmentcapitalgrowth.com/ (631) 338-2114 Facebook https://www.facebook.com/BoardExecutive Instagram https://www.instagram.com/cliff_locks/ Twitter https://twitter.com/clifflocks LinkedIn https://www.linkedin.com/in/clifflocks/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bryan Ritchie, CEO of SIMBA Chain, has spent 30 years in the technology and software innovation industries, leading the company’s highly successful government contracting business unit. Ritchie comes to SIMBA Chain from the IDEA Center at the University of Notre Dame, where he served as CEO and head of the Investment Committee for the Pit Road Fund. Prior to that, he ran commercialization and startups at the University of Utah and Michigan State University, helping launch more than 600 startups. He is a serial entrepreneur and startup venture de-risking expert. Prior to being named CEO, Ritchie served as chairman of the SIMBA Chain board as well as a key adviser on the Series A fundraise, which generated tremendous excitement among Silicon Valley investors, including lead investor, Valley Capital Partners. Phil Koen has replaced Ritchie as chair of the SIMBA Chain board.

Listen to this compelling Private Equity Profit episode with Bryan Ritchie about simplifying the complex task of interfacing with web applications using different blockchains.

Here are some of the beneficial topics covered on this week’s show:

The potential for blockchain technology to revolutionize the way we interact with web applications, eliminating the need for trusted intermediaries.

The challenges associated with developing blockchain applications, including the need for specialized skillsets and knowledge of how to run a decentralized community.

The vision for Simba Chain as a tool to help bridge the gap between Web 2.0 and Web 3.0 applications, simplifying the process for enterprises to adopt blockchain technology.

Connect with Bryan: Website https://simbachain.com/ LinkedIn https://www.linkedin.com/in/bryan-ritchie-7161b72/ https://www.linkedin.com/company/simbachain/ Twitter https://twitter.com/SimbaChain YouTube https://www.youtube.com/simbachain GitHub https://github.com/SIMBAChain Learn more about your ad choices. Visit megaphone.fm/adchoices

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Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the "Fintech Power50" list for 2021 and 2022. Much of Emmanuel's writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York.

In a world of increasing financial power for the individual, Emmanuel Daniel unpacks what this means for the future of financial institutions and markets.

In this episode, you will learn:

How will the personalization of finance affect traditional financial institutions?

What role will new technologies play in the personalization of finance?

How will the data that sits outside of traditional financial institutions become more important than the data that sits within them?

Connect with Emmanuel: Website: https://www.emmanueldaniel.com/ Social Media: Twitter - https://twitter.com/EmmanuelDaniel Facebook - https://www.facebook.com/emmanueldanielasianbanker Instagram - https://www.instagram.com/edanielmoments/ LinkedIn - https://www.linkedin.com/in/emmanuel-daniel-5764482/ YouTube - https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos Book: "The Great Transition - Personalization of Finance Is Here" Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor, and nationally recognized financial expert featured in Forbes, Fox News, and New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom and share the truth about money.Top of Form

Listen to this insightful Private Equity Profit episode with Jerry Fetta about sound investing strategies and financial education for your children best pave the way for generational wealth. Here are some of the beneficial topics covered on this week’s show:

The importance of basic financial literacy for everyone, starting at a young age

Teaching your children how to manage and grow assets for generations

Jerry’s 6 tenets of investing wisely

Degrees of passive income- how much oversight is required of you?

Opportunities to leverage your investments for optimal returns

Are there recession proof assets? Tax advantageous assets?

Connect with Jerry: Website https://wealthdynamx.com/ Facebook https://www.facebook.com/WealthDynamX/ Twitter https://twitter.com/JerryFetta LinkedIn https://www.linkedin.com/in/jerry-fetta/ Instagram https://www.instagram.com/jerryfetta/ YouTube https://www.youtube.com/channel/UCsGCnD2cXDbNj53GH4y50zg?view_as=subscriber Links Mentioned: Weiss Bank Ratings https://weissratings.com/en/products/bank-ratings Learn more about your ad choices. Visit megaphone.fm/adchoices

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Kelley Powell is CEO and partner of MacLaurin Group, a company providing technology operating partner services to portfolios of private equity companies. Supporting companies in growth and M&A activities, Kelley brings a unique experience from founder-led organization to multiple private equity-led cycles. Kelley is an avid mentor, angel investor, and chairwoman for the da Vinci Center for Innovation Angels Advisory Board at VCU. She’s also a board member of the Richmond chapter of the Association for Corporate Growth, and in 2020 was appointed by Governor Northam to serve as a member of the Virginia Council on Women.Top of Form

Listen to this insightful Private Equity Profit episode with Kelley Powell about finding out if and when private equity is the right plan for you. Here are some of the beneficial topics covered on this week’s show:

Beyond the highest bidder- when seeking a private equity investor, where do your values and company culture align? Be prepared to walk away from a great deal, if the alignment is not there.

What do private equity firms look for when investing in other companies?

What does it look like after you have brought a private equity investor on board? How do you learn to cede some of the control you once had?

Setting expectations up front on what you want to accomplish together. Establish metrics for success.

Looking at proven track records, portfolios, and CEOs of private equity firms as your due diligence.

How does a technology operating partner relate to private equity?

Connect with Kelley: https://kelleywpowell.com/ MacLaurinGroup.com LinkedIn @kelleywpowell Twitter @ke11eyp kelley@kelleywpowell.com Get Involved with Walk to End Alzheimer's M&A Accelerator Program Learn more about your ad choices. Visit megaphone.fm/adchoices

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As a successful investor, Derek Dombeck has surfed the ups and downs of the market since 2003. Derek’s expertise ranges from creative deal structuring, wholesaling, flipping, and land lording, to lending and investing throughout the years. He has been involved in thousands of transactions in his career; and what sets him apart is his love for people and their success. Derek has an uncanny gift for problem solving and negotiating; and he enjoys using his gifts and knowledge to help people out, sometimes when they have nowhere else to turn. He puts together creative solutions for sellers that few other investors can, and with his team’s support, they always deliver. Derek co-owns a private lending company called Best REI Funding, a real estate acquisition company and hosts three national mastermind groups called REI Circle of Trust. They also run an annual advanced strategies and networking event for real estate investors called Generations of Wealth Voyage (gowvoyage.com). Derek is dedicated to giving back to his community. He founded and ran the Central Wisconsin Real Estate Investors Association and later merged with WiscoREIA, based out of Wausau Wisconsin. There he coaches and teaches other real estate investors his keys to success.

Listen to this eye-opening Private Equity Profit episode with Derek Dombeck about the challenges and pitfalls of investing in real estate. Here are some of the beneficial topics covered on this week’s show:

The importance of cash flow in the real estate industry

What mistakes investors make when seeking lending partners for real estate investments.

The real estate market is overpriced, interest rates are going up. What can you do?

Get your Free Copy of Derek’s upcoming book by emailing Derek: derek@bestreifunding.com Connect with Derek: LinkedIn https://www.linkedin.com/in/derek-dombeck-0246b323/ Best REI Funding: https://bestreifunding.com/ Generations of Wealth: https://gowvoyage.com/ Circle of Trust: https://www.reicot.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Michael Episcope is principal of Origin Investments, co-chairs the Investment Committee and oversees investor relations, marketing, and company operations. Origin is in the top 1% of private real estate North America-focused fund managers by Preqin. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He regularly contributes to Forbes, Entrepreneur and Huff Post, as well as frequently speaks on real estate investment panels and podcasts. After a 16-year trading career, rising through the ranks of the Chicago Mercantile Exchange, and twice named one of the top 100 traders in the world by Trader Monthly Magazine, Michael cashed in his chips and retired from trading in late 2005. His new focus was on managing the wealth he accumulated and enrolled in the Real Estate Master’s Program at DePaul University. Michael learned about the physical aspects of real estate in his youth as he helped his grandfather manage his apartment buildings on Chicago’s west side, so it was natural and comfortable that he returned to those roots. In 2007, Michael and business partner, David Scherer, founded Origin Investments. In the 14 years since its inception, Origin has executed more than $2.3 billion in real estate transactions, with an average equity multiple of 2.4x, and has never produced a realized loss for any of their 1,400 investment partners. Origin’s team manages more than 5,000 multi-family units in 14 cities, across 8 states, giving their investors the peace of mind of stability in their returns because they aren’t reliant on any single market. Origin pride themselves on offering unparalleled service to their investors and their performance ranks them in the top 1% of private real estate North America-focused fund managers by Preqin, an independent provider of data on alternative investments.

Listen to this illuminating Private Equity Profit episode with Michael Episcope about real estate investment funds in multi-family units and how to take calculated risks while maximizing returns. Here are some of the beneficial topics covered on this week’s show:

What really is Risk Management? How do you take calculated risks?

Learn about the strategies Origin trains its investors in.

Which types investments are tax efficient, and which are not?

Why Michael believes the real estate product is not good to meld into a true private equity model.

How to take future generations into consideration when making investment decisions.

Connect with Michael: Website https://origininvestments.com/ LinkedIn (Michael) https://www.linkedin.com/in/michaelepiscope/ @michaelepiscope LinkedIn (Origin) https://www.linkedin.com/company/origininvestments/ @origininvestments Instagram https://www.instagram.com/origininvestments/ @origininvestments Facebook https://www.facebook.com/origininvestments/ @origininvestments Twitter https://twitter.com/OriginInvests @origininvests YouTube https://www.youtube.com/channel/UCdiMT79OST_AV7Q9mD_txEA Links Mentioned: The Psychology of Money https://amzn.to/3g9A5H6 Email Michael michael@origininvestments.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Amazing Growth Opportunities for Passive Investment in Agriculture and Farmland

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 040 Peter Badger Peter Badger has been a full-time investor in Real Estate and Agriculture over the last 8 years and recently joined Farmfolio as Chief Strategy Officer. Peter brings a multitude of skills to Farmfolio after spending 18 years on Wall Street and a decade in Silicon Valley. He is data and process driven and drives strategy, sales, and distribution for Farmfolio’s LOTs products. Before becoming a full-time investor, Peter co-founded and led Framehawk, an enterprise software company, through to acquisition by Citrix Systems. Prior to co-founding Framehawk, he held leadership roles in technology strategy, enterprise architecture, and software development at Barclays Global Investors, Qwest Communications, Merrill Lynch, Credit Suisse, and Morgan Stanley. After earning his BEng (Hons) in Computer Systems and Electronics from King’s College, London University. Listen to this informative Private Equity Profits episode with Peter Badger about the amazing growth opportunities with investments in agriculture and farmland. Here are some of the beneficial topics covered on this week’s show: · The difference between running the business and creating the business · Working on Wall Street and drinking the Kool Aid of opportunities in investments · Being motivated to not only create your wealth but to maintain it · Making your money in public and private company stock and then diverting it into real assets · Agriculture as intra-generational wealth building · The difficulty for individual investors to get into farmland projects · Finding the products that are in demand in your grocery store and finding the farms overseas that produce them Connect with Peter: Links Mentioned: www.farmfolio/net/privateequityprofits Email: peter@farmfolio.net

Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Making Positive Social and Environmental Impacts with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 048 Joshua Ziegelbaum Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team’s capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Listen to this informative Private Equity Profits episode with Josh Ziegelbaum about making positive social and environmental impacts with alternative investments. Here are some of the beneficial topics covered on this week’s show:

Diversifying your investments among different marketplaces and assets

Less transparency within the alternative investment space

Instability at home and looking abroad for investments

Making positive social and environmental impact as part of your investments

Accommodating a client’s need to fully understand their investments

Connect with Josh: Website: http://www.legacy-group.co/ Email: Investor.relations@legacy-group.co Connect with Seth: Email seth@marketdominationllc.com

Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Preserving Family Wealth Through A Family Office And Developing An Empowered Rising Generation – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 047 Sean A. Miller Sean A. Miller is the Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC with the primary responsibilities of both research and the implementation of investment ideas. Mr. Miller started Miller Asset Solutions LLC in April 2010. Prior to starting Miller Asset Solutions, LLC, Mr. Miller founded the Investment Management & Trust Division of Virginia National Bank in 2000 (now VNB Wealth Management) and until March 31, 2010 served as the firm’s Portfolio Manager, Investment Research Analyst and Trust Officer. Mr. Miller began his investment management career with Sanford C. Bernstein as a Financial Advisor Associate in their West Palm Beach, FL office in 1996 and was asked to open their Washington D.C. office in 1998. From 1998 to 1999 he served as Investment Planning Analyst for the firm in Washington, D.C.

Listen to this informative Private Equity Profits episode with Sean A. Miller about preserving family wealth. Here are some of the beneficial topics covered on this week’s show:

Waiting for investments to come to you

Focusing on capital allocation as opposed to asset allocation

Avoiding the urge to move during times of volatility

Title insurance securities and other assets as recession resistant investments

Standing on the shoulders of giants to make smart investments

Opening a firm to use 15 years of experience to help clients

Operating from a moral and ethical high ground

Offering family office services to service the intimate needs of a family

Connect with Sean: Website: www.millerasset.com Email: sean@millerasset.com Connect with Seth: Email seth@marketdominationllc.com Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com

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The Value Of Alternative Investments During Periods of Volatility – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 046 Ben Carmona Ben Carmona is a Managing Partner at Perch Wealth. With over 20 years of applied experience, Ben is an expert in real estate investments, structures, and strategies. Through his tenure at some of the most prominent industry leading investment management firms including Cantor Fitzgerald, NexPoint Advisors, and Capital Square Advisors, where he was involved in acquisitions, finance, due diligence, underwriting, product structuring/syndication, and sales management, Ben has developed a comprehensive understanding of alternative investments and the financial services industry with deep knowledge and expertise in structured 1031 products -TICs (Tenant-in-Common), DSTs (Delaware Statutory Trusts), Non-Listed Real Estate Investment Trusts (REITs), Non-Listed Business Development Companies (BDCs), private equity and debt funds, Interval Funds, and other private placement syndications. Ben’s various executive roles and work within the financial services industry have helped hone his business instincts and acumen. His career has led him to become uniquely qualified to provide guidance on how products are structured and operated. His insight—along with his ability to uncover key variables that play a significant part in the probability of success for a particular investment—is critical to meeting his clients' financial goals.

Listen to this informative Private Equity Profits episode with Ben Carmona about the value of alternative investments during times of volatility. Here are some of the beneficial topics covered on this week’s show:

The niche of private real estate securities

Opening a firm to use 15 years of experience to help clients

Operating from a moral and ethical high ground

Looking at the next five years and mitigating risk

Smart investments in healthcare

Trending alternative investments to weather the storm

Educating and advising, not selling

DST’s for the 1031 Exchange to move from active investing to passive investing

Connect with Ben: Website: www.perchwealth.com Connect with Seth: Email seth@marketdominationllc.com

Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Understanding Underlining Economics Allows The Right Deals To Get Done With Flexibility And Creativity – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 045 Jeremy Mercer Jeremy Mercer is the CEO of Matador Capital, a private equity company that specializes in the ownership and operation of commercial real estate properties in the greater Southwest of the United States. Matador Capital focuses on industrial warehouses, manufacturing facilities, flex space, and other industry-based service sectors; along with lending on commercial real estate assets. Jeremy is also the vice president of Mercer Company, the leading commercial real estate company in the Dallas-Fort Worth Metroplex. Mercer Company does more than provide strategic consulting, transactional services, and investment sales opportunities, they partner with their clients to make the right deal, together.

Listen to this informative Private Equity Profits episode with Jeremy Mercer about getting the right deals done by understanding the underlying economics. Here are some of the beneficial topics covered on this week’s show:

A start in property management, a move to brokerage, and real estate investments along the way

Private Equity’s growing interest in commercial real estate

Owning several businesses and finding the right person to run them

The importance of finding your real estate niche

Sticking to your plan, executing it, and not deviating from it

The challenge of getting the right information and vetting it for a potential investment

Trust as a crucial element of a good deal

Working with your tenant during a recession

Examining a property’s leases as a big part of due diligence

What the Metaverse and NFT’s could mean for properties in the future

The ability to find a good deal as the biggest qualification to getting in the game

Connect with Jeremy: Links Mentioned: Websites: www.mercer-company.com www.matador-capital.com YouTube: https://www.youtube.com/channel/UCt4LLnqaqSSIMYr4nOoruDA Instagram: @jbmerco Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Strategic Real Estate Investing with a Positive Community Impact Commitment – Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 044 Jon Siegel Jon Siegel is Co-Founder and Chief Investment Officer of RailField Partners, an investment and asset management firm focused on multifamily real estate. At RailField he has primary responsibility for acquisitions, dispositions, and financing. He has over 20 years of experience in the multifamily industry and expertise in strategy, acquisitions, and financing. Prior to forming RailField, Jon was a founding partner of J.S. Watkins Partners, an advisory firm that has advised clients on over $25 billion of multifamily transactions. Clients included large financial institutions and other prominent industry players. The firm was also retained by HUD as its exclusive Loan Sale Advisor for all of its multifamily loan sales. Prior to forming J.S. Watkins Partners, he was Director of Structured Transactions in Fannie Mae’s Multifamily group with responsibility for identifying, structuring, negotiating and closing large scale transactions with many of the nation’s largest lenders and property owners. Jon also served as Director of Acquisitions at NHP Incorporated, the largest owner and manager of multifamily real estate in the nation, where he was responsible for transactions involving the purchase of real estate, partnership interests and operating companies. Jon has an M.B.A. from Emory University and a B.A. from Tulane University. He resides in Chevy Chase, MD with his wife and two children where he has been an active youth sports coach for the past 10 years. Previously, Jon served as a board member of the Jewish Social Service Agency.

Listen to this informative Private Equity Profits episode with Jon Siegel where we talk about strategic real estate investing with a positive community impact commitment. Here are some of the beneficial topics covered on this week’s show:

The advantage that comes with experience sitting on both the donor side of the table and the lender side of the table

Making lemonade out of lemons starting a real estate investment firm during the great recession

Adequately assessing your risks as the foundation of sound real estate investments

Looking for half of your return on investment to come through cash flow

The difficulty finding good deals during times of high inflation

Determining your place in the market regarding pricing and growth

Skyrocketing rent growth and rising values

How to approach rehabbing an investment

Multi-family real estate as a recession resistant investment

A comprehensive and straightforward approach to due diligence

Showing the Miami Dolphins how to grow their wealth

Creating positive social impact with your real estate investments

Connect with Jon: Links Mentioned www.railfieldrealty.com Email jsiegel@railfield.com Connect with Seth seth@marketdominationllc.com

Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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A Smart Recession Resistant Perspective to Make The Right Real Estate Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 043 Marcin Drozdz Marcin Drozdz is the Managing Partner of M1 Real Capital where he and his team focus on acquiring value-add multifamily properties throughout the southeast. When he’s not on the lookout for opportunities, Marcin is teaching up-and-coming real estate investors how to raise capital & scale their real estate business. Marcin started investing in real estate in 2006 and has since sourced 9-figures in private capital that has helped acquire over 1,500 units across the US.

Listen to this informative Private Equity Profits episode with Marcin Drozdz about making the right real estate investments with a recession resistant perspective. Here are some of the beneficial topics covered on this week’s show:

Discovering that real estate investments are going to make more money than your paycheck working for someone

The returns relative to the risk regarding investments in real estate

Making investments only when you know you can create cash flow

Bad habits that develop when markets stay strong for a long period of time

Buying a coke and some candy for $700,000

Preserving your purchasing power by holding onto assets in inflationary periods

Having a recession-resistant perspective

Looking at gross rent multipliers to make investment decisions

Trends in how people live and house themselves

Connect with Marcin: Links Mentioned: www.marcindrozdz.com

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Evaluating Real Estate Syndication and the Value of a Seasoned Sponsor – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 042 Stephanie Walter Stephanie Walter is a capital raiser, syndicator, real estate investor and CEO of Erbe Wealth, banking for active real estate investors looking to build legacy wealth with investing. After 8 years in the corporate world, Stephanie was tired of the 2% raises and knew they just weren’t going to cut it. She decided to start an insurance agency but still found herself stuck with money. It wasn’t until she attended a bootcamp on apartment complex investing when her money mindset completely shifted and her world changed. It was then, that Stephanie founded ERBE Wealth. Now, Stephanie is on her 8th syndication and is helping investors build a legacy for themselves. Listen to this informative Private Equity Profits episode with Stephanie Walter about real estate syndication and the value of a seasoned sponsor. Here are some of the beneficial topics covered on this week’s show:

A family legacy in entrepreneurship

Location as a foundation of real estate investments

Syndication and how it can create the returns you want to see

Making money on the buy and not waiting for appreciation

The difficulties in managing properties from afar

The current housing shortage and how it affects real estate investments

Trends in domestic migration and its effect on the housing market

The Jobs Act as a game changer for Real Estate Syndication

Connect with Stephanie Walter: Links Mentioned: www.erbewealth.com

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Strategic Real Estate Investments to Withstand Market Uncertainty – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 041 Brandon Cobb Brandon is the owner and partner of HBG Capital, a vertically integrated real estate firm providing investors with superior risk adjusted returns and downside principal protection backed by real assets in the residential single-family construction sector In Middle, TN & Commercial Multifamily Acquisitions in the southeast. HBG Capital’s construction arm - HBG Construction, executes ground up new developments, land development, and residential property rehabilitation In Middle TN. Brandon was a former sports medicine medical device sales rep before becoming a licensed GC in TN managing 16 Million+ of new development annually and active ownership in 33 million in commercial real estate. He was featured on the cover of REI Wealth magazine, Realty 411 Magazine, and has been quoted and published in Forbes magazine. Listen to this informative Private Equity Profits episode with Brandon Cobb about strategic real estate investments that will withstand market uncertainty. Here are some of the beneficial topics covered on this week’s show:

Finding assets that are insulated from market volatility

The flood of new players in the real estate market

The challenges that our current period of inflation present

Identifying the best candidates to join your team

Having a growth mindset to continually achieve more

Instituting a solid repeatable process for finding team members

Build to rent as a red-hot commodity

Navigating the permit process to mitigate risk

Connect with Brandon: Links Mentioned: www.hbgcapital.net

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Building Financial Freedom with Real Estate Investing

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 039 Harry Nima Zegarra Harry Nima Zegarra is a Pulmonary & Critical Care Medicine Physician, seasoned real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC. Harry went to Medical School in Peru and finished his training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Nima Equity is, to date, general partner in 784 units in four different states. Harry met his wife in medical school in Peru. They have 2 boys who love playing sports especially basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner. Listen to this informative Private Equity Profits episode with Harry Nima Zegarra about creating passive income with real estate to supplement your career. Here are some of the beneficial topics covered on this week’s show:

Real Estate investing as a side-hustle to discover financial freedom

Discovering what real estate can do for you with the appreciation of your home

The upside and down-side of investing in single-family homes

Commercial real estate as a team sport

Leaning on the expertise of professionals to navigate tax savings with real estate

Real Estate Investing as presenting you with more choices in life

Combating the perception that people in high-earning jobs cannot develop skills and interests in other arenas

The advantages of investing in apartment complexes because of the national housing shortage

Education and action as the foundation to sound investments

Connect with Harry: Links Mentioned: www.nimaequity.com

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Strategic Real Estate Niche Investments - Provide Consistent Long-Term IRR

– Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 038 Kevin Bupp Kevin Bupp leads the strategic vision of Sunrise Capital Investors. As host of two top-ranked real estate investing podcasts, his real estate investment advice has been downloaded millions of times by folks in over 190 countries. A Co-Manager of multiple investment funds, Mr. Bupp has over $150 million of real estate transactions under his belt. His extensive investment experience spans the gamut of apartment buildings, single-family homes, office buildings, parking facilities, raw land, condos, and mobile home parks.

With over two decades of experience, Mr. Bupp also educates investors how to locate, negotiate, and acquire commercial real estate to generate cash flow and legacy wealth for their families. He shares his experience through “The Mobile Home Park Investing Podcast” and the “Real Estate Investing for Cash Flow” podcast, which provide listeners with insights into his investment philosophy. In addition to his real estate endeavors, Mr. Bupp is passionate about giving back, and is the founder of several charitable organizations, including RunningForBrews.com, a social running club with more than 10,000 active members, and “72 Hours to Key West,” an annual 280 mile bike ride to benefit impoverished families during the holidays.

Listen to this informative Private Equity Profits episode with Kevin Bupp where we talk about strategic real estate niche investments. Here are some of the beneficial topics covered on this week’s show:

The role a mentor can make to contribute to one’s success

Understanding where you are in life and how you need your money to work for you when choosing your investments

Location, location, location - buying real estate in markets that have demand

Niching down in your real estate investments to avoid the competition

Educating yourself to manage inherited wealth responsibly

Sharing your expertise with others to create success

The shortage of quality rental housing for families that creates the build-to-rent model

Connect with Kevin: Links Mentioned: www.kevinbupp.com www.sunrisecapitalinvestors.com

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Faster Learning, Scaling, & Thriving, and Passing it On to The Next Generation

– Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 037 Joshua Steinberger Joshua Steinberger is CEO of NextGen Restorations, the number one roofing company in Ohio, and principal of Driven Acquisitions, a holding company that owns and operates apartment buildings in Ohio. Joshua was the first ever recipient of the BBB Spark Award, an award bestowed upon entrepreneurs 35 years old and younger whose businesses are less than 3 years old. He was also awarded the Northern Ohio Area Chamber of Commerce (NOACC) Bright Star Award. Joshua shows appreciation for the community that he grew up in by serving on the Twinsburg Chamber of Commerce Board and sponsoring the Twinsburg Youth Football League. He generously gives back by making selfless contributions to several charities and organizations including the Hunger Network of Greater Cleveland, the Timothy Hart Foundation and the Chiari & Syringomyelia Foundation.

Listen to this informative Private Equity Profits episode with Joshua Steinberger where we talk about learning, thriving and scaling your business, and passing it on to the next generation. Here are some of the beneficial topics covered on this week’s show:

A career in the trades and the effects on your health and body

A background in sales and how it contributes to growing a business

Surrounding yourself with brilliant and accomplished people and learning from them

Analysis paralysis and how to move on a deal

Collaboration as the most important part of business

Tax efficiency and how real estate investing can help you achieve it

Riding the wave of a tech bubble

Fighting an international marlet for the right real estate investments

Patience as the key word in real estate going forward

Where we are lacking in teaching our children financial literacy and what we need to do to close the gap

Helping our children indentify their passions and shoot for the life that they want

Offering private equity to expand your network and increase your liquidity

Connect with Joshua: Links Mentioned: https://www.nextgenrestoration.net/ https://www.mywifewillcutyou.com Facebook: https://www.facebook.com/josh.steinberger Instagram: https://www.instagram.com/joshsteinberger/ Connect with Seth: seth@marketdominationllc.com

Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Data-Driven Intelligence for Sound Real Estate Investments

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 036 Pablo Garnica

Pablo Garnica is a first-time founder at ArexTech, where he is in charge of the financial and product strategy areas. ArexTech is a Canadian Proptech backed by Techstars that operates internationally, looking to empower institutional real estate investors to make better investments using data they wouldn’t otherwise capture. Prior to embarking on this venture, Pablo was working at Goldman Sachs in London in the Investment Management division as a cross-asset class investor and portfolio manager. He started his career as a Strategy Consultant at MonitorDeloitte in Spain, where he specialized in payments and financial institution PMI consulting and implementation.

Listen to this informative Private Equity Profits episode with Brandon Green about using data to make sound real estate investments. Here are some of the beneficial topics covered on this week’s show:

Finance as the catalyst for anything and everything in the world

The inefficiencies of the financial system laid bare by the reorganization that happened after the financial crisis

The steep learning curve that come along with working for one of the most respected and successful teams in finance

How important user-experience is for someone to understand their investments and how they behave

Data as the foundation for any sound investment

Looking past the abundance of data points regarding an investment and getting to the few points that matter

With its lack of standardization, real estate as the investment area with the most room for disruption

Structuring your data in a way that it makes sense in the context of market data

How any transaction that takes ten percent of the value of the asset to complete, has room for improvement

Finding the clients that believe there is a better way of doing things and willing to take the risk

Connect with Pablo: Links Mentioned: https://arex.technology/ LinkedIn: https://www.linkedin.com/in/pablogarnica/ Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com

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Seasoned Expertise for Smart Investments in Private Equity

– Private Equity Profits Podcast with Seth Greene & Cliff Locks Episode 035 Jack Isaacs

Mr. Isaacs has been in private equity for the past 15 years, originally with Kayne Anderson Capital Advisors and more recently with RLJ Equity Partners. With a background in corporate and securities law, Mr. Isaacs previously served as Corporate Counsel at Macrovision Corporation, and as an attorney at several nationally ranked law firms. Mr. Isaacs earned a B.A. in International Relations from the College of William and Mary, a J.D. from the University of Maryland School of Law, an LL.M. in Securities and Financial Regulation from Georgetown University Law Center, and an M.B.A. in Finance from the Wharton School at the University of Pennsylvania.

Listen to this informative Private Equity Profits episode with Jack Isaacs where we learn tips from a seasoned expert for investments in private equity. Here are some of the beneficial topics covered on this week’s show:

The determination and focus needed in private equity

The increased efficiencies of the markets

The lack of diversity in the world of finance and how a varied background can give you a leg up

Helping companies improve their bottom line and inner workings

Finding the companies that want to be there

Making sure the ones on the other side of the table have reasonable responses to unreasonable demands

The growing pains of assimilating into a company’s culture

Connect with Jack: Links Mentioned: www.empgc.com Email: j.isaacs@empgc.com

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The Growing Investment Opportunities in Agriculture

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 034 Chris Rawley Chris Rawley founded Harvest Returns in the fall of 2016 with the intention of providing farmers with flexible, responsive funding sources by connecting them to investors. His passion for bringing more people closer to the producers of their food is reflected in the company’s motto of “Democratizing Investments in Agriculture.” He is the fund manager of the company’s Sustainable Agriculture Opportunity Zone Fund.

Rawley is a native of Dallas, Texas and currently resides in Fort Worth. After several years as an active duty naval officer, his interest in real asset investing began as a property manager with Jones Lang LaSalle, running a $100 million commercial portfolio in Dallas. Subsequent to that position, he held corporate management roles in Electronic Data Systems and L-3 Communications and served as a defense consultant at United States Special Operations Command with Blackbird Technologies. He has invested in residential and commercial real estate, including income-producing agriculture, for more than twenty years.

Rawley is a Captain in the United States Navy Reserve having served in Afghanistan, Iraq, throughout Africa, the Persian Gulf, and Western Pacific.

Listen to this informative Private Equity Profits episode with Chris Rawley about the investments opportunities in agriculture that are only going to grow. Here are some of the beneficial topics covered on this week’s show:

How Chris’ tour around the globe as a reservist highlighted for him investment opportunities in agriculture

The appreciation for an automated platform that the real estate industry provided Chris

Agriculture as one of the few industries that touch everyone on the planet

The problems in our country’s agricultural finance system

Grass-fed as a growing brand to invest in

Growing food indoors and how it creates a sustainable investment opportunity

Technology’s effect on agriculture’s revolution

The social benefits of investing in agriculture

The benefits for farmers who seek out investors as opposed to traditional bank loans

Connect with Chris: Links Mentioned: www.harvestreturns.com Facebook: https://www.facebook.com/harvestreturns Twitter: https://twitter.com/HarvestReturns Instagram: https://www.instagram.com/harvestreturns/ LinkedIn: https://www.linkedin.com/company/harvest-returns/

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Focusing on Profits, Eliminating Roadblocks, And Building Wealth

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 033 Brandon Green Brandon Green is an internationally celebrated serial entrepreneur, best known for founding and growing one of the nation’s most successful real estate organizations, Keller Williams Capital Properties, with sales now exceeding $2 billion annually. Brandon is the founder and CEO of Chapter2Ventures, a Washington, DC-based holding company on a mission to help entrepreneurs build sustainable wealth through learning, investing, and connecting. C2V operates several high-impact businesses including The Alchemy of Money®, a financial training and investing platform for small business owners. Other companies in the C2V portfolio include a design firm, tech startup, and luxury hotel brand. C2V’s official charity partner is The Alchemy Foundation, a non-profit focused on financial literacy and support for early-stage entrepreneurs. As a keynote speaker for more than 20 years, Brandon has brought his message of reinvention to more than 1 million people across the United States, Canada, and Europe. Brandon has been featured by The Washington Post, Wall Street Journal, Inc., and Fortune Magazine.

Listen to this informative Private Equity Profits episode with Brandon Green about focusing on profits, eliminating roadblocks, and building wealth. Here are some of the beneficial topics covered on this week’s show:

The evolution of a sales practice into a business structure

Finding a more innovative approach to the relationship between a real estate sales professional and a brokerage

Sales professionals as the influencers in a real estate deal and how they make or break that deal

The accessibility of information today and how to interpret that information

How technology is changing the real estate game

The difference between sales and revenue, and profit, and how to manage it

The basic concept of knowing your numbers to create wealth

The duty to give to ensuing generations that comes with succeeding financially

How serving on a board contributes to success

Connect with Brandon: Links Mentioned: www.brandongreen.com www.alchemyofmoney.com

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Creating Streams of Passive Income with Raw Land Investing – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 032 Mark Podolsky Armed with $3,000 and no real estate experience, Mark Podolsky bought his first parcels of land in 2001. Now, he is the owner of Frontier Properties, a successful investing company, and has completed more than five thousand lucrative land deals. He is also the founder of geekpay.io, an automated collection system that helps lenders get payments from borrowers without collection headaches.

Having escaped the corporate world and solo-economic dependency himself, Mark works as a coach and mentor to help others achieve their financial freedom goals. He is dedicated to teaching current, relevant, “real-world” investing methods to his students

Listen to this informative Private Equity Profit episode with Mark Podolsky about creating streams of passive income with raw land investing. Here are some of the beneficial topics covered on this week’s show:

Leaving the corporate world to make it on your own

The lack of competition when looking at raw rural land

The important role a mentor can play in your success

Investment in raw land as a commodity that has no need of maintenance

The built-in buyer that comes along with flipping raw land

The abundance of raw land available in the market

The sense of gratification that comes along with mentoring others

How land benefits from an inflationary environment

Connect with Mark: Links Mentioned: landgeek.com landgeek.com/quickdeals

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Align M&A Advisory

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 031 Dena Jalbert Prior to launching Align Business Advisory Services in 2010, Dena Jalbert, Founder and CEO, worked for a variety of companies in various financial leadership roles. She spent time with the Big Four accounting firms, where she gained experience in forensic accounting, transaction advisory services and mergers & acquisitions. She also worked for the Tribune Media Company, where she worked closely with the Publisher doing acquisitions of smaller local publications. Her last position with a private equity group, doing acquisition work for HVAC companies, is where Jalbert identified a significant opportunity to apply her skills and knowledge to a different market segment.

Listen to this informative Private Equity Profit episode with Dena Jalbert about what you need to know about the current trends in M&A. Here are some of the beneficial topics covered on this week’s show:

The increased M&A activity with essential businesses on the heels of COVID

The importance of listening and paying attention to all of the opportunities in front of you when selling a business

Finding the right PE partner who understands and supports your vision

The differing growth potential between a strategic acquirer versus a financial sponsor

The ways in which partnering with a private equity partner can put your business on the fast track to greater success

The unprecedented abundance of capital in the M&A marketplace right now and how to leverage it

Connect with Dena Jalbert: Links Mentioned: alignba.com LinkedIn: linkedin.com/company/align-business-advisory-services/

Connect with Seth: seth@marketdominationllc.com

Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 030 Alina Trigub

Alina Trigub joined the TF Management Group LLC team in February 2021. Alina spearheads marketing and investor relations, as well as education activities. Alina’s expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Through SAMO Financial, Alina and her investors have been able to build an extensive investment portfolio and invest in various commercial real estate. Her passion is to teach others how to build wealth by investing passively. Alina holds a bachelor’s degree in accountancy from Baruch College, CUNY (City University of New York) and MBA in Finance and Management from Rutgers University. Alina is the founder of the virtual Meetup group named, “The Power of Passive Investing through Real Estate”. As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies. Alina is a sought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places. Listen to this informative Private Equity Profit episode with Alina Trigub about the advantages of investing in real estate syndication with its reliable stream of passive income, tax benefits & incentives

Here are some of the beneficial topics covered on this week’s show:

The gains made from being open-minded and looking at things from a different angle

The advantages of investing in tangible assets

The security of real estate investing in an unpredictable world

The importance of involving your succeeding generations early in regard to your financials to strengthen your family’s legacy

Doing the best job possible for your clients by understanding their goals, background, and motivations

The tax advantages of investing in real estate

Connect with Alina: Links Mentioned: https://tempofunding.com/ https://www.samofinancial.com/ Email: alina@tempofunding.com

Connect with Seth: seth@marketdominationllc.com

Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 029 AdaPia d’Errico AdaPia d’Errico is a visionary leader with 20+ years of experience across countries, cultures and both corporate and start-up environments. She’s co-founded businesses, launched brands and redefined industries. A respected thought-leader, entrepreneur and female executive in FinTech, she is the VP of Strategy and principal of Alpha Investing, executive mentor and a powerful transformational speaker. AdaPia lives what she teaches. She is passionate about empowerment from the inside out - from self-mastery to serving the greater good.

Listen to this informative Private Equity Profit episode with AdaPia d’Errico about strategic wealth building through real estate. Here are some of the beneficial topics covered on this week’s show:

Finding success by finding your authentic identity as opposed to a constructed external identity constructed for others approval

Syndication as a form of crowdfunding with a more efficient smaller group of investors

Facilitating transactions to make an investment a passive experience with high returns for busy clients

Making investments in people doing good things to make a positive impact on the world

Taking wealth creation into your own hands to find empowerment

Connect with AdaPia: Links Mentioned: https://www.alphai.com https://www.adapiaderrico.com LinkedIn: www.linkedin.com/in/adapia/ Email: adapia@alphai.com

Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com

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The Keys to Success in Private Equity - Transparency, Integrity, Trust, & People

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 028 Jordan Tate Jordan Tate is a founding partner at Scottsdale, Arizona-based private equity firm Montage Partners. Founded in 2004, Montage Partners manages $75M of capital and invests in established, successful companies across North America with $1-5M of EBITDA with a focus on five industries. In his role at Montage, Jordan serves as a member of the board of directors for six of the 10 companies in which Montage is currently an investor. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona.

Listen to this informative Private Equity Profit episode with Jordan Tate about the keys to success in Private Equity. Here are some of the beneficial topics covered on this week’s show:

Investing in people to drive the success of your business

Focusing on transparency to ensure alignment between client and firm

The value of a hands-on approach when looking at a company when considering whether to invest in it

The benefits of investing in companies that have an established culture that promotes an energetic, engaged, and fulfilled workforce

The pros and cons of a more crowded, competitive Private Equity Industry

Connect with Jordan: Links Mentioned: https://www.montagepartners.com/ Email: jtate@montagepartners.com

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Effectively Managing M&A - The Keys to Consistent Success

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 027 Kison Patel Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition. Listen to this informative Private Equity Profit episode with Kison Patel about the keys to effectively managing M&A. Here are some of the beneficial topics covered on this week’s show:

Common workflow problems associated with an M&A transaction

The unique approach that all M&A firms have that leads to a disconnect and lack of standardization

Developing yourself as a subject-matter expert to build out your distribution network

The valuable resource of practical knowledge from active practitioners in your field

The five key areas of a deal’s lifecycle

The shift from a finance-focused M&A process to a people-focused M&A process

Connect with Kison: Links Mentioned: mascience.com dealroom.net

Email: kison@mascience.com kison@dealroom.net LinkedIn: in/kisonpatel

Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 026 Joel Isaacson For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country. Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors. Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron’s, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession.

A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York.

Listen to this informative Private Equity Profit episode with Joel Isaacson about a client-first approach to financial planning for life’s transitions. Here are some of the beneficial topics covered on this week’s show:

Differentiating yourself in the world of financial advisement

How putting your clients first builds a business that lasts for the long haul

Fee-only financial advisement in the earl days and how it has become a standard today

Putting the legwork in to understand your client before choosing the investments right for them

Helping families with critical financial decisions through life’s ups and downs

The opportunity to be had in areas of uncertainty

Connect with Joel: Links Mentioned: joelisaacson.com Email: joel@joelisaacson.com

Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com

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Generating Streams of Passive Income with Alternative Investments

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 025 Chris Miles As founder of Money Ripples, host of The Chris Miles Money Show, and co-author of the book Entrepreneur on Fire, Chris Miles is a leading authority on quickly creating wealth by increasing monthly cash flow and creating passive income. He has shown hundreds of thousands internationally how to free up or generate tens of thousands of dollars each year! Chris has been featured in US News, CNN Money, and Bankrate.com and has a reputation for getting his clients fast, proven results. Many of his clients have the option to retire in less than 5-10 years, and Chris himself was able to retire twice by age 39! Chris’s passion is helping entrepreneurs, and high-income employees become financially prosperous by finding and fixing their money leaks and creating passive income.

Chris and his family live in Utah but enjoy escaping to warmer weather during the winter months. In addition to helping his clients increase their cash flow, Chris is a talented ballroom dancer, choreographed ballroom dance routines for Utah Valley University, and got 5th place in his third-grade spelling bee. Listen to this informative Private Equity Profit episode with Chris Miles generating streams of passive income with alternative investments. Here are some of the beneficial topics covered on this week’s show:

Looking outside of Wall Street and in the direction of alternatives to create cash flow

Real estate as an alternative investment

The tax burdens associated with traditional investments

How the right kind of financial advisement can reduce your taxes significantly

Aligning your financial goals with the timeline you want to make passive income

In the world of alternative investments, there is something for everybody

Connect with Chris: Links Mentioned: moneyripples.com Email: chris@moneyripples.com LinkedIn: in/chriscmiles Twitter: @chriscmiles Facebook: https://www.facebook.com/moneyripples/

Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com

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Fire Your Banker, the Secrets of Self Banking

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 024Mark Willis Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Mark is a certified financial planner, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.

As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement. Listen to this informative Private Equity Profit episode with Mark Willis about the secrets of self-banking. Here are some of the beneficial topics covered on this week’s show:

Debt as a tool that can help minimize or eliminate your income tax

Understanding how your money is working for you and creating the best environment for it to do so

Taking control of the banking function in your life to make your money work for you in the most positive ways

The secret weapon that is whole life insurance and how to leverage it into more financial assets

Reducing risk with a mixture of risk-free assets and speculative assets

How to eliminate taxes from your financial life

The exciting frontier of private equity and how it offers fun and custom ways to grow wealth

Connect with Mark: Links Mentioned:www.lakegrowth.com Email:markwillis@lakegrowth.com Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.facebook.com/lakegrowth Instagram: https://www.instagram.com/notyouraveragefinancial/

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Financial Advisement During Times of Life's Transitions

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.”

Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions Here are some of the beneficial topics covered on this week’s show:

The benefit of waiting six months to make major financial decisions during times of life transitions

The importance of a rational sounding board and council advocating for you during times of stress and

The questions to ask yourself after a transition to plan your financial future accordingly

What a family love letter is and what it can do for you regarding your financial future and the future of those you love

The importance of a financial advisor building a relationship of trust and comfort with their client

Tips for younger generations managing inherited wealth

Connect with Jennifer: Links Mentioned: https://squeezethejuicebook.com/ https://www.modern-wealth.com/ Email: jennifer@modern-wealth.com

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Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity

– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 022 Beatrice Mitchell

Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, on the Board of ICD – The Institute for Career Development, and Vice Chair of the Board of Governors of Off the Record, a foreign policy forum. Beatrice has been a lecturer at the Columbia University Graduate School of Business, the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain’s, USA Today, CNN and National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York’s Annual Women’s Leadership Summit, and Kayo Women’s Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions. Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese. Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School. Listen to this informative Private Equity Profit episode with Beatrice Mitchell about record-breaking activity in M&A and Private Equity. Here are some of the beneficial topics covered on this week’s show: ● The likely changes to capital gains taxes coming at the end of the year ● The unprecedented activity in mergers and acquisitions ● The effects of the pandemic on a business owner’s motivation to sell ● The opportunities presented by private equity being so flush with cash ● What makes now an excellent time to sell your business Connect with Beatrice: Links Mentioned: sperrymitchell.com Email: bmitchell@sperrymitchell.com

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The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 021Dave Liu Dave is author of The Way of the Wall Street Warrior: Conquer the Corporate Game Using Tips, Tricks, and Smartcuts. He’s a 30-Year Veteran of Wall Street and Silicon Valley and entrepreneur who has started multiple companies, advisor who has raised over $15 billion, and investor in multiple billion dollar “unicorns.” Dave started his investment banking career at Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees. Today, Jefferies is a multi-billion-dollar public company and one of the world’s leading investment banks. Dave has completed deals for hundreds of clients including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. Dave completed the Management & Technology Program at the University of Pennsylvania where he received a Bachelor of Science in Systems Science and Engineering (concentrations in Manufacturing and Robotics), and a Bachelor of Science in Economics (concentration in Finance) from the Wharton School. Dave also attended Harvard Business School where he received his Master's in Business Administration. Dave was born with a severe case of a bilateral cleft lip and palate. He underwent almost a dozen surgeries throughout his childhood which left numerous scars on his face. He overcame hearing and speech impediments common to cleft children and has dedicated his life to helping disadvantaged communities. Net proceeds from this book will go towards charities such as Smile Train, which provides surgeries to children born with clefts, Asian Americans, and other disadvantaged groups. Listen to this informative Private Equity Profit episode with Dave Liu aboutlessons learned from a thirty-year career on Wall Street and Silicon Valley. Here are some of the beneficial topics covered on this week’s show: ● How quick a career on Wall Street can expose you to high-level executives ● The strength and resilience a challenge can give to an individual to contribute to their success ● Rising to the top and overcoming disadvantages by acquiring a greater understanding of what motivates those around you ● The advantages of gender and ethnic diversity in the corporate world ● The obligation to help others that comes along with success ● The uncharted territory in regard to chasing yields that the market is in Connect with Dave: Links Mentioned: https://liucrative.co/

Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Spreading Your Money Around to Make Things Grow – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 020Jeremy Britton Holding 25 years of experience in financial planning, entrepreneurship and financial markets. Jeremy is a value investor who loves innovative technology and systems which help people to have a better life.

Award-winning best-selling author of several books on finance and business, Jeremy was one of only four people who predicted the 9/11/2001 market crash and the 2008 GFC; up to two years before they occurred.

Aside from reading audited company reports and whitepapers, Jeremy is a keen meditator who enjoys health, "true wealth" and life balance. Listen to this informative Private Equity Profit episode with Jeremy Britton aboutspreading your money around to make things grow. Here are some of the beneficial topics covered on this week’s show:

The lifelong relationship you can build with a client by managing their money

The core and satellite approach to managing funds

The amazing opportunities and risks of investing in cryptocurrency

The importance of diversifying your investments

The entrepreneurial and investing skills that education can give to anyone, anywhere

Connect with Jeremy: Links Mentioned: https://www.bostontrading.co/ cryllionaire.com Guest Contact Info: Email jeremy@bostontrading.co Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com

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Investing in Women in Leadership – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 019 Patricia Lizarraga Patricia Lizarraga is the managing partner of Hypatia Capital, a private equity firm focused on sponsoring female CEOs in both growth equity and buyout transactions. Hypatia Capital’s deal size ranges from the lower-middle to larger transactions, with collaboration with larger private equity funds. The CEO-level executive network consists of 500+ executives, of which over 25% serve on public boards.

Patricia has over 25 years of investment banking experience at firms including Allen & Company, Citigroup, Credit Agricole, Donaldson, Lufkin & Jenrette and Santander Investment. She serves on the board of directors Credicorp, Ltd. (NYSE: BAP), where she is a member of the Audit Committee, as well as the board of Banco de Credito del Peru, the country's largest bank. Ms. Lizarraga serves as a Trustee of the Museum of Art of Lima Peru. She was previously President of the Privatization Committee of the Toll Roads of Peru. Listen to this informative Private Equity Profit episode with Patricia Lizarraga about investing in women in leadership. Here are some of the beneficial topics covered on this week’s show:

The importance of balanced leadership and what more voices at the table can bring

Implicit bias in the corporate world and how it makes women out-performers

How the right data presented the right way can attract capital

Creating products for investors that care about gender balance

The ability within yourself to make changes to the things you don’t like

Connect with Patricia: Links Mentioned: https://hypatiacapital.com/ Guest Contact Info: Email patricia.lizarraga@hypatiacapital.com

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Success in Commercial Real Estate Investing – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 018Dave Seymour After 16 years as a firefighter and paramedic, Dave Seymour launched his career, rapidly becoming one of the Nation’s top real estate investors. Within his first few years, Dave had transacted millions of dollars of real estate and had become one of the Nation’s leading experts in both residential and commercial transactions. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC, FOX News, and CNN. New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing. Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave is well-known for doing business alongside investors of all experience levels. He has partnered with investors on their very first real estate deal as well as guided some of the largest investment firms in the nation through complex transactions. There is no one more committed to the success of other investors than Dave Seymour. Dave’s greatest joys come from being a husband and father, both of which are the true motivation for all that he does. Listen to this informative Private Equity Profit episode with Dave Seymour aboutsuccess in commercial real estate investing. Here are some of the beneficial topics covered on this week’s show:

The long-term impact and the importance of the decisions made as an investor

The different approaches succeeding generations of a family take when managing wealth

Not letting fear rob you of opportunities and execution

Making money on the “buy” side by moving quickly and adjusting

The direct correlation between commercial real estate and retail

Stocks as a thoroughbred and commercial real estate as a workhorse

Connect with Dave: Links Mentioned: https://www.freedomventure.com/ Guest Contact Info: Email info@freedomventure.com Phone 781-922-4418 Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 017Patricia Baronowski-Schneider Patricia Baronowski-Schneider is the founder of Pristine Advisers. She has been in the IR/PR industry for over 33 years – working for firms such as Handy & Harman, Citigate Dewe Rogerson, and The Altman Group, and since 2010, she has been running Pristine Advisers. She is a member of the Farmingdale Chamber of Commerce, has been featured in and on multiple magazines and newspapers, and has won many awards for her work. Patricia is a mother, wife, grandmother, sister, daughter, and a hard worker. She believes consistency and high quality are what bring great results.

Listen to this informative Private Equity Profit episode with Patricia Baronowski-Schneider aboutfulfilling all the needs of your client. Here are some of the beneficial topics covered on this week’s show:

Filling a void for your customers and doing all that you can to help them

Marketing results that are built upon forming a reputation and relationships, not as something that comes fast

The importance of building personal trust when raising capital

Having all of the answers ready for potential investors to make you stand out from your peers

The ever-changing landscape of cyber-security and why it matters

Staying informed to yield the best investment results

Guest Contact Info: Email pbaronowski@pristineadvisers.com https://www.pristineadvisers.com/ Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Deal Financing Where Others Have Failed – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 016Garrett Boorojian Garrett Boorojian is Chief Development Officer and Managing Partner of WaveCapital Partners, LLC. Nationally recognized for his work, Garrett has the unique ability and remarkable history of creating and maintaining key business relationships in high-profile, public and private environments. His purposeful and unconventional approach to think outside the box when identifying personnel, sources and clients (and their potential applications) who benefit by the WaveCapital model, complements his perseverance to further strengthen those relationships throughout the firm’s funding process. Garrett is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Journalism and Mass Communication. He also earned a Certificate from the Institute on Political Journalism at Georgetown University. His extensive media background, which includes working for notable organizations such as ESPN Inc. and NBC Universal Inc., has afforded Garrett the time and space to build quality relationships in news and sports media as well. In 2017, Garrett appeared as a guest on the nationally syndicated NBC’s "Daytime" program, Al Roker’s produced show Bold TV’s "Bold Business," and Montgomery Community Media’s "Career Choices" program. Listen to this informative Private Equity Profit episode with Garrett Boorojian aboutdeal financing where others have failed. Here are some of the beneficial topics covered on this week’s show:

The power of networking and business development

Personalizing your client relationships and creating lifelong bonds to succeed

Finding the right sources of capital to get the deal done

Bridging the gap between capital sourcing and your clients

Looking to other experts to learn more and motivate yourself

Connect with Garrett: Links Mentioned: https://wavecapitalpartners.com/ Guest Contact Info: Email garrett@wavecapitalpartners.com LinkedIn linkedin.com/in/garrett-boorojian-7552a325 Connect with Seth: Website https://marketdominationllc.com/ Email seth@marketdominationnllc.com Connect with Cliff Website https://www.investmentcapitalgrowth.com/ Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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– The Private Equity Profits podcast with Cliff Locks Episode 015 Paul Perez Paul Perez, senior advisor and shareholder at Delegate Advisors Paul brings more than 30 years of experience in wealth management industry working directly with clients' families and has tremendous management expertise is the CEO and CIO, of both single and multifamily offices.

Listen to this informative Private Equity Profits episode with Paul Perez about Leveraging Patient but Flexible Capital Here are some of the beneficial topics covered on this week’s show:

Paul’s unique investment process and strategy.

The percentage of time split between portfolio company analysis/operations and evaluation of new investment opportunities.

The meaning of “patient but flexible capital”.

Identifying risk factors that can lead to permanent impairment of capital?

Achieving the holistic approach to wealth creation and management without the burden of sales pressure and conflicts of interest.

How some of the best returns are often the result of independent thinking or conversations we have with clients.

The process of not relying on historical data and trends and building individual models.

Connect with Paul Email: paul@perezam.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Goldmark Advisors with Jeffrey Gold Jeffrey Gold is President of Goldmark Advisers, Inc., the boutique investment banking firm he founded in 1985. In early 2017, Goldmark became an affiliated company of Young America Capital LLC, where Jeffrey is continuing to practice his successful consultative approach to mergers and acquisitions, as well as assisting mid-sized companies and promising new ventures in capital formation. Jeffrey’s M&A and funding expertise – reflected in his track record of nearly 100 transactions – focuses primarily on publishing, media, food, beverage and health care businesses. Simultaneous with his leadership of Goldmark Advisers, Jeffrey served for 20 years, through 2012, as Chairman of the U.S. subsidiary of The Quarto Group, Inc., a publicly held international illustrated book-publishing company, helping the London-based company to grow through several significant acquisitions. Before establishing the Goldmark firm, Jeffrey was Executive Vice President & Chief Financial Officer of Esquire, Inc., a NYSE-listed publishing, technology and communications company. In that role, he also served as the company’s principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named Executive Vice President in charge of corporate development & strategic planning for its Simon & Schuster Division. While at Paramount, Jeffrey initiated the contact that led to the acquisition of Prentice-Hall, the well-regarded textbook and professional publishing company. Earlier in his career, Jeffrey was Vice President and Corporate Controller of National Patent Development Corporation (now known as Wright Investors’ Service Holdings), which, among other activities, pioneered the development of the soft contact lenses. He began his career at Main Hurdman, which is now part of KPMG, the Big Four accounting and professional services firm. A graduate of Pace University with a degree in business administration, Jeffrey has guest-lectured on corporate and financial subjects at the Columbia University Graduate School of Business, and served on the Board of Directors of Lighthouse International. He holds Series 79 and Series 63 licenses. Listen to this episode as Seth and Jeff discuss:

Identifying the ideal client.

Some of the biggest mistakes middle market firms are making when it comes to thinking about their acquisition and exit strategies.

How the landscape of the industry change since the COVID pandemic.

The importance of due diligence process.

and more

http://goldmarkadvisers.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Building Client Relationships with Joel Isaacson Joel S. Isaacson, Founder and Chairman Joel Isaacson & Co Founder and Chairman, Joel Isaacson, is considered by many to be a leader in the industry, helping clients and their families achieve their goals and sharing his knowledge with colleagues and the next generation of industry leaders. As a teacher as well as a practitioner, Joel is active in many industry organizations, having served on numerous boards and speaking on topics to share his insights, including: the New York Chapter of the International Association for Financial Planning, now FPA; Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants and the Estate Planning Council. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College. He holds a BS in accounting from Lehigh University and a MBA in financial planning from Golden Gate University in San Francisco, where he was recently honored as their ‘man of the year’. Frequently named one of America’s Top Financial Advisors by Worth magazine, Joel is often quoted in financial publications such as the Wall Street Journal, New York Times, Business Week and Fortune, as well as on radio and television. Listen to this episode as Seth and Joel discuss:

The key factors that lead to the unprecedented growth of Joel’s firm.

Getting recognitions and accolades in press.

Post Covid challenges in the financial advisor industry.

Team Building and getting the most out of your staff.

The most common challenges that the industry faces now.

,,, and much more. joel@joelisaacson.com https://www.joelisaacson.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Insight Into Cannabis Investing with Joel Magerman Joel Magerman of Emerald Park capital is a successful investor, principal and investment banker with over 30 years of experience. During the course of his career, he has been involved in closing over 150 deals representing a total transaction value in excess of $6 billion. Listen to this episode as Seth and Joel discuss: Why the cannabis industry has been neglected and underserved by capital providers. Why this may be the new ground floor of cannabis. The vetting process and due diligence in providing finance to the cannabis industry. Identifying bad risk in the cannabis industry. The most common challenges that these cannabis companies are facing other than access to debt … and much more. Listen to this episode as Seth and Joel discuss:

Why the cannabis industry has been neglected and underserved by capital providers.

Why this may be the new new ground floor of cannabis.

The vetting process and due diligence in providing finance to the cannabis industry.

Identifying bad risk in the cannabis industry.

The most common challenges that these cannabis companies are facing other than access to debt.

,,, and much more.

https://emeraldparkcapital.com/ https://www.linkedin.com/company/emerald-park-capital/ Joel Magerman is a successful investor, principal, and investment banker with over 30 years of experience. During the course of his career, he has been involved in closing over 150 deals, representing a total transaction value in excess of $6 billion. For almost 20 years, Joel has been the CEO of Bryant Park Capital, where he has led clients and deal teams through complex financing and M&A processes, across both traditional and highly regulated industries. From 1995 until 2001 Joel was the President of Associated Venture Management where he oversaw a family office that invested and raised approximately $250 million of transactions for its portfolio companies. Portfolio investments included investments in the specialty finance, software, technology and healthcare services sectors. From 1991 to 1995 Joel was the Senior Vice President for FCA International, LTD (FCA:TSX), where he headed corporate development, M&A, and US sales, marketing and customer service. In that capacity he founded and was President of Structured Financial Capital, the second largest purchaser of structured settlements issued by the state of NJ. He also was a founder & operating partner with Reliant Partners, a firm that purchased over $1.5 billion of non-performing assets from the Resolution Trust Corporation. Prior to FCA, Joel was one of the founders and board members of Odyssey Golf, the number one putter company in the world that was later sold to Callaway Golf. Earlier in his career, Joel was the Director of Finance and Technology for Citicorp Diners Club. Joel has his MS from the University of Pennsylvania and his BA from UCLA. He serves on the boards of ValueHealth LLC and Maccabi USA Sports for Israel, and has previously served on the boards of other for profit and not for profit organizations. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ep 011 Marcus Magarian "Data Driven Investing" Marcus Magareein isManaging Director at Chatsworth Securities, LLC. Marcus brings more than expertise in technology and data analysis experience to the investment banking industry. Marcus works with multinational corporations in origination and placing capital for private equity, feeder funds, and private placements, between the US, EU & Latin America for Real Estate, Energy, Oil and Gas, Infrastructure, and Corporate interests.

Listen To This Interview as Cliff and Marcus discuss:

How data analysis of customer behavior in e-commerce drives investment advice.

Examples of what data points to consider in pricing derivatives.

Trends in the e-commerce space that affect your investment strategy.

How COVID-19 has impacted the investor/advisor relationship dynamic with new clients.

How data analysis works in determining risk or predicting ROI.

and more.

email: mmagarian@chatsworthgroup.com phone: (203) 340-2827 Ext 122

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In this episode Cliff and Martin Saenz - discuss Managing Risk In The Secondary Mortgage Market. Martin Saenz is Managing Partner at BeQuest Funds, and a best-selling author. Martin brings, social good, into smart investing. Renowned as a thought leader, in the mortgage note investment industry, throughout an extensive and accomplished career, Martin has demonstrated a proven ability to grow asset values, income, and knowledge not just for his company, but for his investors, borrows, proteges, and readers as well. Listen to Cliff and martin talk about: • Note investing, • The risks of note investing. • Martin's process of finding or identifying investment opportunities.. • The percentage of risk that is imposed by foreclosure. • What happens if, the economy turns down. •.Running startups in this sector. and more.

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Dr. Patrick Maurenbrecher is the Managing Partner and CIO at Kontora Family Office. Kontora Family Office is a multi-family office based in Hamburg, Germany. Established in 2006, the firm provides services to families, single-family offices, and non-profit organizations such as foundations, associations, and religious institutions, especially as an organized institution assets in Germany. Following the American Family Office business model and operating fully independently. In this interview, Dr Maurenbrecher and Cliff discuss: • What distinguishes Kontora from other advisory services in the space. • Kontora's approach to investing. • What Dr Maurenbrecher means by “thinking and working in modular units”, and the benefit of that approach to his clients? • How to identify the most objectively, suitable financial and service partners, for your clients. • The main differences in the private equity markets in Asia, America, and Europe.. • Identifying risk factors that can lead to permanent impairment of capital. • How to achieve transparent planning, analysis, and implementation without conflicts of interest. • The key benefits of illiquid assets? • The factors that determine or effect an asset’s liquidity or illiquidity. • How Illiquidity Reflected in in Expected Returns. • Legacy

and more.

contact Dr Marenbrecher: email: patrick.maurenbrecher@kontora.com website: http://kontora.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jennifer Katrulya is CPA, CITP, CGMA partner at Citrin Cooperman.

Jennifer has been recognized as one of the “Top 100 Most Influential People” by Accounting Today, and one of the “Top 25 Most Powerful Women in Accounting” by CPA Practice Advisor. She is responsible for developing strategic and channel relationships for the firm, in addition to contributing her expertise as part of Citrin Cooperman’s rapidly growing business process outsourcing division. In addition to her 25 years of experience working with small-to mid-sized clients across the United States and internationally, Jennifer has worked extensively with private equity and venture capital firms, family offices, financial service firms, commercial and residential real estate companies, and high-growth technology companies, to connect private and institutional investors with private deals and opportunities to collaborate. These companies retain Jennifer to help them establish best practices across the company and to provide ongoing services as part of their sales and marketing, operations, accounting, and technology leadership teams, both in their companies as well as in the companies they invest in. She is frequently asked to help form and run company advisory boards, facilitate company retreats, and appear as a speaker. Prior to joining Citrin Cooperman, Jennifer was a practice leader at a top Midwest CPA firm, and she was the co-founder of Block Small Business, a wholly owned subsidiary of H&R Block. Jennifer was also the owner of a highly successful CPA firm that provided accounting and advisory services to clients within the U.S. and internationally. Citrin Cooperman’s Business Advisory Solutions Approach ensures our professionals primary focus stays where it counts - on building long-term client relationship. Our specialized team provides integrated general business consulting, accounting, and tax services to our clients. Rooted in our core values right from the start in 1979, our mission is to provide a comprehensive business approach to traditional services and proactive business throughout the lifecycle of our clients. When you are free to focus on what counts, business thrives.

Listen to this interview as Jennifer and Seth discuss:

*What it means to be a virtual CFO.

The most common problems that Jennifer helps business solve.

Defining and recognizing "efficiency leaks".

Some of biggest mistakes companies make when thinking about an eventual sale.

How the management of teams and our workforce affect sales and marketing strategy..

The future of business process outsourcing.

and more.

Contact info: https://www.citrincooperman.com/ https://www.citrincooperman.com/events Learn more about your ad choices. Visit megaphone.fm/adchoices

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Andrew Busser President of Family Office at Pitcairn For almost a century, Pitcairn has partnered with some of the world's wealthiest families to meet their needs and drive better outcomes year to year, decade to decade generation to generation.As President of Family Office, Andy Busser leads Pitcairn’s exceptional team of relationship managers, analysts, and client communications professionals, ensuring that the Pitcairn client experience sets the standard for families of wealth. People who know Andy describe him as curious and enthusiastic, with a passion for solving complex problems. Andy brings a commitment to objective analysis and holistic solutions to the Leadership Team, and he is known for building successful relationships with clients and employees. Throughout his Pitcairn career, Andy has spearheaded the development of the Pitcairn Experience. He continues to position Pitcairn as a leading innovator among family offices. Before joining Pitcairn in 2015, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds. Previously, he was a management consultant at The Wilkerson Group and its successor, Wilkerson Partners. Andy holds an AB in History from Colgate University. He has served on multiple boards, including the Colgate University Alumni Corporation and Lincoln Center Education, and Andy is currently a trustee of the National Committee on American Foreign Policy. Creative by nature, Andy enjoys painting, in particular, landscapes. He is an avid reader and can usually be seen traveling with a book on history or economics. Originally from Columbus, Ohio, suburban Philadelphia is now home for Andy, his wife, and two sons. Whenever possible, he can be found skiing in the Rockies or fishing the waters off Cape Cod. Listen to this informative Private Equity Profits episode with Andrew Busser about maintaining and protecting generational wealth. Here are some of the beneficial topics covered on this week’s show:

Providing a comprehensive service experience across all the dimensions of family wealth.

What it means to truly be an advocate for clients.

The one thing that can destroy generational wealth.

The importance of understanding family dynamics.

Pitcairn’s Gen 7 research hub.

Communication in teaching generations what it means to be responsible with money.

Connect with Andrew: Website: http://pitcairn.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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Larry Kaplan, Managing Director at CSG Partners, LLC. Larry has built the nation's leading leveraged employee stock ownership plan (ESOP) practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations. He is also the owner of Synergy Capital I, LLC, a broker-dealer that provides corporate finance, liquidity and M&A solutions for private companies. Listen to this informative Private Equity Profits episode with Larry Kaplan about identifying risk factors that can lead to permanent impairment of capital.

Here are some of the beneficial topics covered on this week’s show:

Does ESOP give shareholders more after tax value more than private equity?

How to determine whether it's worth exploring an ESOP transaction.

Analytics and data that drive the ESOPs recommendations.

Employee stock ownership plans and how they are funded.

Operating as industry agnostics.

Firm philosophy and culture.

Connect with Larry Email: info@csgpartners.com website: https://www.csgpartners.com phone: 212 433 5500 Learn more about your ad choices. Visit megaphone.fm/adchoices

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John M. Jennings is President and Chief Strategist of The St. Louis Trust Company. In these roles, he leads the client service practice and is responsible for developing and implementing strategic initiatives. John is a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Investment, Risk Management and Trust Committees. John works closely with client families, advising them in all areas of wealth management. Prior to joining The St. Louis Trust Company as a founding principal, John gained varied professional experience in investments, tax, estate planning and trusts in the Private Client Service group at Arthur Andersen LLP and in the Estate Planning and Tax practices at the St. Louis-based law firm, Armstrong Teasdale LLP. John earned both his Bachelor of Science in Finance and Banking (cum laude) and JD degrees from the University of Missouri. A past St. Louis Business Journal “40 under 40” honoree, John is a frequent speaker on investment, trust and various other family office topics.

Personally, John is married, the father of two teenage daughters and an avid reader, skier, music lover and is vegan. He serves on the Boards of Logos School and the St. Louis Community Foundation, where he chairs its investment committee. He is also a trustee of The Saint Louis Symphony Orchestra Endowment Trust. He is an instructor at the Olin Business School at Washington University in St. Louis.

Daily he produces an “interesting fact of the day” which can be found at http://www.theifod.com. Additionally, John is a Forbes contributor writing about wealth management topics.

https://www.stlouistrust.com/author/jjennings/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Private Equity Profits podcast with Seth Greene Episode 004 Rudy Burger Rudy Burger Founder of Woodside Capital Partners Rudy Burger has worked with computer vision, digital imaging and embedded camera technologies as a founder, operating executive and advisor. He has developed both a deep technical expertise and an awareness of market opportunity dynamics in these sectors that he leverages to guide his clients towards strategic successes. He currently focuses on AV/ADAS, mobile, health tech and IoT applications of vision/imaging technology and has written several industry research reports to profile the leading and emerging technologies and outline the market landscape. Rudy is the Founder of Woodside Capital Partners and works with growth stage technology companies to execute local and cross-border M&A transactions and private placements. Prior to founding WCP, he was the founding CEO of the MIT Media Lab Europe - a joint venture between MIT and the Irish government. His professional experience also includes executive roles at NEC, Visioneer and Xerox. Rudy has also started five imaging companies. Rudy holds degrees from Yale (BSc and MSc in EE) and Cambridge (PhD in Digital Imaging). Listen to this informative Private Equity Profits episode with Rudy Burger about Investment Banking.

Rudy’s unusual path into investment banking.

How Woodside uses sub sector special specialization to its’ advantage.

Ho re strategizing save a deal to sell a company to Microsoft.

The importance of team building

The value of communications/speaking and published reports.

The best advice that Rudy has gotten.

The Value of diversity in your team.

Connect with Rudy Burger

Email: rudy@woodsidecap.com Website: https://woodsidecap.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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– The Private Equity Profits podcast with Seth Greene Episode 003 Beatrice Mitchell Beatrice Mitchell of Sperry Mitchell and company founded back in 1986. Today one of the oldest and most active independent m&a advisory firms in the United States. Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. Listen to this informative Private Equity Profits episode with Beatrice Mitchell aboutSelling Your Business Post-Covid. • What differentiates Sperry Mitchell as an independent m&a advisory firm. • What an ideal company to help negotiate a sell off exit looks like. • The biggest difference between an entrepreneur and non entrepreneur. • How COVID has impacted buying and selling strategies • Lessons learned from challenges faced • The book, The Complete Guide to Selling your Business • How the current interest rate environment affects sellers coming to market. Connect with Beatrice Email: bmitchell@sperrymitchell.com. Website: https://www.sperrymitchell.com/ Phone: (212) 832-6628 Learn more about your ad choices. Visit megaphone.fm/adchoices

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– The Private Equity Profits podcast with Cliff Locks Episode 002 Sasha Grutman Sasha Grutman founder and Partner of Middle March Partnersy. Sasha co-leads the firm’s merchant banking and investing efforts. He has spent his entire career investing and advising high-growth financial services and business services companies that leverage technology to create sustainable advantages. At Middlemarch, Mr. Grutman advises clients on business and capital strategy issues, has sourced over $730M of capital for clients, and serves as a board member for a number of Middlemarch clients and portfolio companies. He has deep domain expertise in specialty finance and transaction processing, sectors where he has been exceptionally active both as a merchant banker and as a private equity investor since 2002. Active with both private and public companies, he has participated in over $3.2B of transactions over the course of his career as a merchant banker and private equity investor. Prior to founding Middlemarch Partners, Mr. Grutman served as a Partner at TH Lee Putnam Ventures, a $1B growth equity fund, where he co-led the firm’s financial services investments in specialty finance, insurance services, and electronic capital markets investments. Previously, he was a Managing Director at Citigroup where he oversaw the firm’s on balance sheet financial services private equity holdings as well as managed the bank’s $6 billion private equity fund-of-funds business. He has also held private equity investment roles at Goldman Sachs and Frontline Capital. He began his career at The Boston Consulting Group in its Financial Services and e-Commerce Practices. Mr. Grutman received an MBA from the Wharton School where he majored in Finance. He was a Fulbright Scholar in Italy where he pursued independent research on Dante. He graduated from Yale University magna cum laude with a BA in Humanities. He holds Series 7, 63, 79, and 24 FINRA registrations.

Listen to this informative Private Equity Profits episode with Sasha Grutman about interesting trends in the alternative investments industry. Here are some of the beneficial topics covered on this week’s show:

What makes a good private equity dealmaker, fundraiser, researcher, associate

important personality traits in finding value where there doesn’t appear to be any.

The worst investment mistake he ever made, and what he learned from it.

The most rewarding part of doing what Sasha does.

Leaving a personal legacy

Connect with Sasha Email: sgrutman@middlemarchllc.com Website: https://middlemarchllc.com/ Phone: (212-913-9660 Learn more about your ad choices. Visit megaphone.fm/adchoices

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– The Private Equity Profits podcast with Cliff Locks Episode 001 Michael Livian Michael Livian, founder and CEO of Liv-inn & Co. an Investment and Wealth Management Company. Michael has over 20 years of experience in the financial services industry. He was the Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services Corp. (subsidiary of the Swiss private bank, Banque Safdie). Prior to this position he was a Managing Director at Speed Ventures, a primary pan-European private equity/VC firm. He also worked as an Associate Director for Bear Stearns & Co. in New York and in Italy with a special focus on fixed income and credit derivatives. He holds a summa cum-laude MSc degree in Economics from the University of Milan. Michael published several academic articles and books on quantitative finance, fixed income and equity valuation. He is a CFA charter holder, a member of the New York Society of Security Analysts (NYSSA) and the co-chairperson of the Private Wealth Management Committee at NYSSA. He lives in New York with his wife and three children. Listen to this informative Private Equity Profits episode with Michael Livian about the growth of the alternative investments industry. Here are some of the beneficial topics covered on this week’s show:

How he helps clients achieve combining investing with purpose and fulfillment.

The best percentage for time split between portfolio company analysis/operations and evaluation of new investment opportunities.

Attributes that make a business a good candidate for a leveraged buyout.

The typical capital structure prevalent in LBO transactions

Red flags you would look out for when assessing a potential investment opportunity.

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The Private Equity Profit Podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Private Equity Profits: Recent Episodes

Seth Greene