EisnerAmper Podcast: Recent Episodes
Eisner Advisory Group LLC
EisnerAmper podcasts are a great way for busy, on-the-go professionals to learn the ins and outs of timely business topics that matter: new tax regulations, cybersecurity, wealth management, capital investment and more. At home or at work, or during the commute or working out, EisnerAmper podcasts help you get down to business.
Grant funding can open doors, but it can't close the gaps that form when revenue walks out the back door. In this follow-up episode of the EisnerAmper Healthcare Podcast, host Tony Davis continues the conversation with Jane Clark and Peter Avellino, shifting focus from grants to the operational and financial strategies rural hospitals need to build long-term resilience.
Peter shares how attribution models can reveal where patients are going after leaving a facility, and why that intelligence is a game-changer for rural providers whose patient populations are finite. The episode covers revenue cycle fundamentals (coding accuracy, timely billing, follow-up scheduling), 340B program eligibility, pharmacy benefit management optimization, and how AI-assisted tools are compressing the time between date of service and cash collected.
Jane connects the dots between grant strategy and revenue cycle improvement, making the case that federal programs like the Rural Health Transformation Program are increasingly designed to fund transformational infrastructure, including billing systems, data platforms, and workforce stabilization, rather than fill operating gaps. She closes with a direct message for rural and tribal health leaders: stop treating financing, operations, and compliance as separate conversations.
If your organization is navigating thin margins, workforce pressures, or the question of whether to convert to a rural emergency hospital model, this episode gives you a practical framework for thinking about what to do next.
Rural and tribal health organizations face a funding environment unlike any other, one shaped by sovereign government relationships, rapidly shifting federal priorities, and grant programs most organizations don't know exist. In this episode of the EisnerAmper Healthcare Podcast, host Tony Davis sits down with grants management professional Jane Clark and healthcare finance veteran Peter Avellino to unpack how rural hospitals and tribal health organizations can find and successfully access meaningful funding.
The conversation covers the landscape of rural hospital designations (critical access hospitals, sole community hospitals, rural emergency hospitals, and more), why each carries different reimbursement implications, and how those designations affect grant eligibility. Jane walks through the five major federal grant categories currently available to rural providers, including the $50 billion Rural Health Transformation Program, HRSA rural health grants, and tribal-specific funding through Indian Health Services. She also shares a client story in which the right grant management support helped one organization grow from a single $250,000 federal grant to over $2 million across eight programs in just two years.
Whether you're a healthcare executive looking to diversify your organization's funding or a tribal health leader navigating the dual funding structure of Indian Health Services and Medicaid, this episode offers a grounded, practical starting point.
Healthcare organizations face mounting financial pressures, and grants can be one of the most powerful yet underutilized tools in their funding arsenal. In this episode, EisnerAmper's Tony Davis sits down with Angie Brown, who has extensive knowledge in grants management, to explore how healthcare clients can strategically identify, secure, and steward grant funding to advance their missions. From federal and state programs to private foundations, Angie breaks down the grants lifecycle, the three misconceptions that trip organizations up most, and timely opportunities like CMS's new $50 billion Rural Health Transformation Program. Along the way she explains why winning the wrong grant can set you back, how AI is reshaping grants management, where compliance risk rivals a JCAHO shutdown, and the single first step, a gap analysis, every leader should take before pursuing a dollar. Whether you're new to grants or looking to strengthen your existing program at a hospital, health system, FQHC, or nonprofit, this conversation is packed with practical insight.
In this episode, host Tony Davis sits down with Peter Avellino, Managing Director in EisnerAmper’s Healthcare Services Group, to explore the silent — and often overlooked — issue of revenue leakage in healthcare organizations. Peter breaks down what revenue leakage actually is, where it most commonly occurs, and why providers are losing money they’ve already earned. Together, they discuss the operational, documentation, coding, and denial management gaps that quietly drain financial performance — and the actionable steps leaders can take to stop it. If you’re looking to strengthen margins and improve revenue cycle health, this conversation delivers clarity, insight, and practical next steps.
Lisa Knee, EisnerAmper Managing Partner of Real Estate Services, was featured in a live Bloomberg broadcast from the EisnerAmper West Coast Real Estate Summit in San Francisco. Speaking with Bloomberg hosts, Lisa shared her perspective on San Francisco's resurgence, crediting new mayoral leadership and the surge of AI and venture capital activity for revitalizing the city's commercial real estate market.
Looking beyond data centers, Lisa addressed how AI is reshaping every asset class. This includes improving the tenant experience in residential and multifamily properties, as well as streamlining lease abstraction, underwriting models, and due diligence processes. She emphasized that while AI is a powerful tool for elevating and enhancing real estate operations, the human element and fundamental deal analysis remain essential.
Lisa also provided her market outlook amid elevated mortgage rates, noting that each asset class is performing differently depending on where investors are in the refinancing cycle. She highlighted retail as a sector that still needs momentum in San Francisco, while multifamily and office are showing strength. On the residential side, Lisa pointed to a housing shortage rooted in underbuilding since 2001. She discussed what would be needed - from federal incentives to local permitting reform - to meaningfully close the gap.
In this 2026 kickoff episode of the EisnerAmper Healthcare Podcast, host Tony Davis sits down with Tara Becker, EisnerAmper’s new Healthcare Advisory Leader, to explore the forces shaping healthcare in 2026. Tony asks
Tara to break down what’s top‑of‑mind for executives this year — from AI readiness and data integration challenges to the evolving state of digital health, cybersecurity, and workforce sustainability. Tara shares practical insights on how organizations can build the infrastructure, governance, and training needed to adopt AI successfully, strengthen their data foundations, and navigate rapid industry change. This episode offers healthcare leaders a clear, actionable view of where to focus next and how to prepare for the year ahead.
In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with John Roberts, Managing Partner & Mickal Adler, General Partner, Boot64 Ventures, a New Orleans-based venture capital firm that invests in Louisiana entrepreneurs. They share their outlook for venture capital investing in entrepreneurs in the Pelican State including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How early-stage venture capital is evolving across Louisiana
💡 Where investors are finding startup opportunities beyond Silicon Valley
📊 The biggest challenges founders face when raising pre-seed and seed capital
🔍 Why AI is reshaping investment strategies across every industry
👍 Like the video, comment with your thoughts on regional venture investing, and subscribe for more insights on private capital, entrepreneurship, and market trends!
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Christie, CEO, Carver Road Hospitality and Nelson Famadas, Managing Partner & COO, Carver Road Capital, a private equity fund that invests in hospitality services. Sean and Nelson discuss the transaction Carver Road completed with Emmy Squared Pizza, including the opportunities, challenges, due diligence process and more.
✨ What you’ll learn:
🚀 How private equity evaluates and scales hospitality service businesses
💡 Key deal opportunities and challenges in restaurant and hospitality investing
📊 Practical due diligence insights for smaller, fast-growing operators
🔍 What investors look for in today’s buy-side deal environment
This episode offers real-world insights into hospitality private equity, deal structuring, operator-led investing, and scaling service-based brands—essential viewing for entrepreneurs, investors, and finance professionals navigating today’s transaction landscape.
👍 Like, comment, and subscribe for more expert insights on private equity, dealmaking, and business growth!
In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with David Chan, Vice President, Homestead Capital, an investment manager focused on agriculture investing in the U.S. David shares his outlook for agriculture credit investing, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 The latest trends shaping agriculture credit and farmland investing
💡 Why transitional loans and bridge financing are becoming major opportunities
📊 How market specialization, crop volatility, and interest rates impact ag credit
🔍 Key challenges like data scarcity and expertise gaps in underwriting agriculture assets
👍 Like, comment, and subscribe for more expert insights on investing, markets, and alternative strategies!
🎧 Available on all major podcast platforms and YouTube.
With a wide range of services in audit, tax, advisory, and outsourcing, EisnerAmper is one of the leading providers in the industry. We invite you to join us on our platforms to learn more about our services and connect with us: https://www.eisneramper.com/ https://www.linkedin.com/company/eisneramper/ https://instagram.com/eisneramper https://twitter.com/eisneramper
Katya Fisher, CEO and co-founder of Aracor AI, joins EisnerAmper's TechTalk host Fritz Spencer to explore how the startup is redefining the future of dealmaking through its AI-native dealmaking platform. In this episode, learn how Aracor’s platform combines deep legal expertise with advanced AI to accelerate due diligence, automate risk assessment, and streamline negotiations—giving investors, counsel, and deal teams a decisive edge. Tune in to learn how Aracor’s mission to bring clarity and precision to complex transactions empowers teams to close deals faster, smarter, and with confidence.
Connect with Katya Fisher: https://www.linkedin.com/in/katyafisher/
Aracor AI: https://aracor.ai/
✨ What you’ll learn:
🚀 How AI accelerates due diligence and reduces deal friction
💡 The future of transaction workflows powered by automation
📊 How investors and legal teams gain clarity from NLP and document intelligence
🔍 Why AI-native platforms strengthen risk assessment and negotiation outcomes
👍 Like, comment, and subscribe for more expert insights on technology, innovation, and business transformation!
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Paolino, Portfolio Manager at Esker Point Advisers LLC, a commodities-focused investment advisor and affiliate of Titan Advisors, a global alternative investment firm with over $2 billion in firm assets, based in Connecticut. Chris shares his outlook for commodities investing, including the greatest opportunities, challenges and more.
Disclaimer: The statements made herein by Chris Paolino represent his personal views and opinions as of the date of this interview and do not necessarily reflect those Titan Advisors, LLC or its affiliates. This presentation is not intended to constitute investment advice; nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No recommendation or advise is being given as to whether any investment is suitable for a particular investor. To the extent this presentation contains forward-looking statements there is no assurance or guarantee that any forward-looking statements will come to pass or that future results will be consistent with any information provided.
✨ What you’ll learn:
🚀 Why commodities may offer decade-long growth opportunities
💡 Key sectors driving future value — from precious metals to energy and copper
📊 How supply–demand imbalances are shaping long-term price trends
🔍 Critical challenges investors face when allocating to commodities
👍 Like, comment, and subscribe for more expert insights!
In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How discretionary global macro strategies navigate shifting economic forces
💡 Where major opportunities may emerge across equities, rates, and global markets
📊 How technology, inflation trends, and geopolitics impact macro investing
🔍 Key portfolio construction principles for volatile and uncertain environments
👍 Like, comment, and subscribe for more expert insights!
The Future of Disaster Response: FEMA’s Evolving Role Explained The future of disaster preparedness is projected to experience significant changes. In this deep-dive conversation, Jennifer Butler, Partner and Leader of our Government Sector Services and Mark Cooper, a leading emergency management expert and member of FEMA’s review board break down how FEMA’s mission, structure, and responsibilities are evolving, and what these shifts mean for disaster preparedness, recovery, and response. This episode explores:
• FEMA’s upcoming structural and policy changes, and how they will impact federal, state, and local disaster operations.
• Why more responsibility may shift to states and regions, and what capabilities governments must build now.
• How disaster grants, public assistance, and recovery timelines may change under a more localized approach.
• How to choose the right disaster consultants and trusted partners, and why prior performance matters more than ever.
With a wide range of services in audit, tax, advisory, and outsourcing, EisnerAmper is one of the leading providers in the industry. We invite you to join us on our platforms to learn more about our services and connect with us: https://www.eisneramper.com/ https://www.linkedin.com/company/eisneramper/ https://instagram.com/eisneramper https://twitter.com/eisneramper
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tadd Wessel, Managing Partner, Petrichor Capital, a New York-based investment firm which invests in health care managers and businesses to drive scientific and medical innovation. Tadd, formerly with OrbiMed Advisors and Fortress Investment Group, shares his outlook for growth capital investing in health care, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 Key trends driving life sciences and health care innovation
💡 Why current valuations create unique investment opportunities
📊 How AI, precision medicine, and radiopharmaceuticals shape the next wave of growth
🔍 Expert insights on challenges, IP protection, and operational strategies in health care investing
👍 Like, comment, and subscribe for more expert insights on private equity, venture capital, and alternative investments!
Dr. Bernardita Calinao, founder and CEO of Walkspan, joins EisnerAmper's TechTalk host Janina Teoxon to share how her startup is pioneering a data-driven approach to measure and improve walkability in urban environments. In this episode, discover how its AI-driven, advanced neighborhood search tool taps into the world’s largest walking-environment dataset to help users find communities that fit their lifestyles and support smarter real estate decisions. Tune in to explore Walkspan’s mission to enhance public spaces and boost property values through neighborhood intelligence.
Connect with Dr. Calinao: https://www.linkedin.com/in/bernardita-calinao-phd/ Walkspan: https://walkspan.ai/
✨ What you’ll learn:
🚶♀️ How AI and data intelligence are transforming walkability in cities|
🏙️ Why walkable communities are shaping real estate value and livability
💡 The role of geospatial analytics in smarter urban planning
🌍 How startups like Walkspan are redefining sustainable urban tech
👍 Like, comment, and subscribe for more expert insights on innovation, tech, and investment trends!
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry and more.
✨ What you’ll learn:
🚀 How Sukuk investing differs from traditional bonds and aligns with faith-based principles
💡 Key opportunities and growth drivers in the global Sukuk and fixed-income markets 📊 Why sustainable, low-volatility Sukuk investments appeal to both Muslim and non-Muslim investors
🌍 Insights on gender diversity and leadership in global finance
👍 Like, comment, and subscribe for more expert insights on investing, finance, and sustainability!
In this episode of EisnerAmper’s Healthcare Podcast, EisnerAmper’s Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game.
✨ What you’ll learn:
🚀 How to design tax-efficient 401(k) and cash balance plans
💡 Strategies to attract and retain top healthcare talent through benefits
📊 Smart ways to manage profit-sharing and pension plans for long-term impact
🔍 Expert insights on compliance and plan optimization for healthcare businesses
👍 Like, comment, and subscribe for more expert insights on healthcare finance, retirement planning, and business growth!
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Kastner, Principal, Halyard Asset Management, a New York-based manager which manages short-duration cash management strategies. Michael shares his outlook for investing in short-duration cash management, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How short-duration strategies help optimize liquidity and manage interest rate risk
💡 Key opportunities in fixed-income markets amid changing Fed policies
📊 Insights on balancing corporate and Treasury bonds for better cash returns
🔍 Risks and sectors to avoid in today’s short-duration investment landscape
👍 Like, comment, and subscribe for more expert insights on investment strategy, financial trends, and market outlooks!
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Romain Diaz, Founder & CEO of Satgana, a Luxembourg-based climate tech venture capital firm. Romain shares his outlook for climate tech venture capital investing, including the greatest opportunities, challenges and more.
✨ What you’ll learn:
🚀 How climate tech VC is reshaping industries across energy, transport, and agriculture
💡 Why “green discount” innovations are outperforming traditional models
📊 The biggest investor perceptions and ESG integration strategies in 2025
🌍 How early-stage founders and LPs can capitalize on long-term climate investment trends
Climate tech investing is entering a transformative era — from early-stage funding opportunities to ESG-driven innovation, discover how global investors like Satgana are driving impact and profitability.
Uli Chettipally, founder of Sirica Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his digital health startup is developing a groundbreaking therapy for individuals with autism spectrum disorder (ASD). In this episode, discover how Sirica Therapeutics’ proprietary Cognitive Sensorimotor Therapy blends virtual reality, gaming, robotics, and physical exercise to create an immersive therapeutic system. Tune in to learn more about Sirica Therapeutics’ mission to transform autism care, bringing joy, empowerment, and meaningful progress to individuals and families affected by ASD.
Sirica Therapeutics: https://www.siricatx.com/
Connect with Dr. Uli Chettipally: https://www.linkedin.com/in/ulichettipally/
✨ What you’ll learn:
🚀 How digital therapeutics are reshaping autism and pediatric neurorehabilitation
💡 The science behind cognitive sensorimotor therapy using VR, robotics, and gaming
📊 How AI and machine learning personalize treatment for better outcomes
🔍 Insights for founders bridging clinical expertise with startup innovation
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more.
✨ What you’ll learn:
🚀 How scientific investing is redefining fixed-income strategies using data and evidence-based methods.
💡 The role of AI and machine learning in analyzing large data sets for smarter credit decisions.
📊 Opportunities and diversification benefits in scientific fixed-income portfolios. 🔍 Key challenges, future outlook, and why this approach is gaining traction among institutional investors.
👍 Like, comment, and subscribe for more expert insights on finance, AI in investing, and emerging alternative strategies!
In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry.
✨ What you’ll learn:
🚀 How asset-based lending supports high-growth, tech-enabled companies
💡 Founder-friendly financing solutions tailored to startups and scale-ups
📊 Emerging opportunities and niche markets in specialty finance & insurance
🔍 Challenges of private credit and building strong investment teams
Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connecting early-stage investors with startup founders through behavioral insights to create a more efficient and equitable ecosystem. Tune in to learn how Moneyball.ai’s mission to align founders and investors through data and AI is unlocking access to capital, accelerating innovation, and driving meaningful change.
Connect with Julia Whippo: https://www.linkedin.com/in/julia-whippo/
Moneyball.ai: https://www.moneyball.ai/
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨
What you’ll learn: 🚀 How social factor analysis impacts financial performance 💡 Biggest opportunities in AI-driven investment strategies 📊 Key challenges in social factor investing and data scarcity 🔍 Leadership lessons from women in finance
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more.
David Wieland, co-founder and CEO at Realized, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup’s platform can help users transform wealth from individual investment properties into diversified real estate portfolios, customized to income needs, tax situations, and investment goals. Discover how investors and their financial advisors are combining deep real estate expertise with cutting-edge technology that offers tools to help quantify risk and optimize portfolio construction. You’ll hear about Realized’s mission to bridge the gap between traditional real estate ownership and sophisticated wealth management, empowering investors to preserve and grow their wealth across generations.
Connect with David Wieland: https://www.linkedin.com/in/davidawieland/
Realized: https://www.realized1031.com/
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment.
The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you’re an investor, entrepreneur, or advisor, you’ll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Mark Hale, Chief Investment Officer, Prytania Asset Management, a securitized credit investment manager based in London. Mark shares his outlook for investing in securitized credit transactions including the greatest opportunities, challenges and more.
Schuyler Dalton, impact investment manager with the World Wildlife Fund (WWF), joins EisnerAmper's TechTalk host Fritz Spencer to explore how her investment group, WWF Impact, is amplifying the WWF’s charitable mission and conservation goals within the food system. In this episode, discover how WWF Impact is investing in innovations that reduce farming’s environmental footprint while promoting ecosystem and community health. They'll dive into emerging tech trends in regenerative agriculture, from linking farmer profits to improving soil and biodiversity to advancing traceability in livestock, crops, and produce. Tune in to learn more about the Fund’s mission to build a future where people live in harmony with nature.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Jack McCarthy, Co-Founder & CEO, Gold Leaf Farming, a specialty crop farmland investment firm that invests in almond and pistachio orchards in the Western U.S. Jack shares his outlook for crop farmland investing including the greatest opportunities, challenges and more.
Join EisnerAmper’s Disaster Recovery Team as we commemorate the 20th anniversary of Hurricane Katrina, one of the most devastating natural disasters in U.S. history. In this special video, Jennifer Butler, Partner and Leader of our Government Sector Services sits down with Mark Cooper, a leading emergency management expert, to reflect on the lessons learned from Hurricane Katrina. Together, they explore its lasting impact, discuss the current disaster recovery landscape, and offer valuable perspectives on the future of emergency preparedness. Tune in to gain a comprehensive understanding of Katrina's lasting impact and gain unique insights into FEMA operations and disaster recovery strategies.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kelly Ann Winget, Founder & CEO, Alternative Wealth Partners, a Dallas-based private equity firm focused on blended portfolios of non-correlated investments. Kelly Ann shares her outlook for private equity investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.
Andrew Rush, co-founder and CEO of Star Catcher, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup is revolutionizing space infrastructure by creating the first energy grid for space. In this episode, discover how Star Catcher’s proprietary, space-to-space solar beaming technology delivers on-demand power to satellites, boosting uptime, expanding mission capabilities, and cutting launch costs. Tune in to learn about the startups' bold mission to eliminate power constraints in orbit by building foundational infrastructure that supports the growing needs of commercial, civil, and defense space operations.
Connect with Andrew Rush: https://www.linkedin.com/in/rushandrew/
Star Catcher: Star Catcher - Power to Go Beyond
In this insightful episode of the EisnerAmper Dental Podcast, host Tony Davis is joined by dental industry specialists Erick Cutler and Morgan Hamon to explore how EisnerAmper empowers dental practices with robust financial reporting and strategic tax planning. Drawing from their extensive experience in accounting, advisory, and business consulting, the trio discusses how tailored financial insights can help dental professionals make informed decisions, optimize profitability, and stay ahead of regulatory changes. Whether you're a solo practitioner or part of a growing DSO, this episode offers valuable guidance on elevating your practice’s financial health.
Tax Planning for Dentists — actionable tax strategy and financial reporting advice to help dental practices improve cash flow, measure the right KPIs, and stay audit-ready.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mayank Mohan, Managing Partner, Museum Mile Funds, an investment manager focused on innovative cash management strategies. Mayank shares his outlook for investing in innovative cash management strategies, including the greatest opportunities, challenges and more.
Harrison Gross, CEO and Co-Founder of Lucyd®, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his eyewear company is reshaping the prescription eyewear market by delivering stylish, ergonomic, and user-friendly smart glasses at an affordable price point. In this episode, discover how Lucyd®’s innovative smart glasses go beyond vision correction -- offering a Bluetooth audio interface that allows for music, phone calls, and voice access to ChatGPT. Tune in to learn more about the company’s mission to keep you seamlessly connected to your digital life by enhancing the world's most essential wearable.
Connect with Harrison Gross: https://www.linkedin.com/in/harrison-gross
Lucyd®: https://lucyd.co/?srsltid=AfmBOooi5xjt7o-shkJRY-ex5TEMRYDrkEhSg21ql4uwaSd_9ENNCqeQ
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sean Emory, Founder & CIO, Avory & Co., which manages a high-conviction equities strategy. Sean shares his outlook for high-conviction equities investing, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Alternative Investments Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tibor Wilheim, CEO, Mount Wilson Capital, a direct lender specializing in Fix-N-Flip and residential bridge loans across the Mid-Atlantic, Midwest and Northeast regions. Tibor shares his outlook for investing in the space, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Griffin Midler, Vice President, Private Equity at Bow River Capital, a Denver-based alternative asset management firm focused on investing in the lower middle market. Griffin discusses the transaction that Bow River completed with Landmark Aquatic. He walks us through the process, along with both the opportunities and challenges faced when it came to the transaction. He also discusses the due diligence process on the deal and more.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Correy Faciane, Founder of The Scope Fund, a Washington, D.C.-based venture capital firm that invests in entrepreneurs with a sense of purpose. Correy shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he thinks about long-term value creation when evaluating early-stage investments.
Raquel de Antonio, CEO and Founder of Sargassum Eco Lumber, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how her startup is reimagining the future of the construction industry by manufacturing high-quality, eco-friendly lumber for a cleaner and greener future. In this episode, learn how Sargussum Eco Lumber is creating a new category of climate-conscious materials, through the process of turning invasive Sargassum seaweed and ocean plastic waste into durable, recyclable building panels. Discover how their innovative product not only diverts waste from landfills and coastlines but also helps reduce embodied carbon in the built environment, offering a sustainable alternative to traditional plywood.
Connect with Raquel de Antonio: https://www.linkedin.com/in/raquelitus/
Sargassum Eco Lumber: https://sargassumecolumber.com/
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Don Casturo, Founding Partner & Chief Investment Officer of Quantix Commodities, a sub-advisor for Harbor Capital Advisors. Don shares his outlook for commodities investing, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Eric Byunn, Co-Founder, and Matt Alfieri, Partner, Centana Growth Partners, a growth equity fund that invests in the future of finance. They discuss the transaction Centana has completed with Beacon Platform. They walk us through the process, along with both the opportunities and challenges faced when it came to the transaction. They also discuss the due diligence process on the deal and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Kiser, President & CEO of Five States Energy Company, a Dallas-based private investment firm which manages a closed-end fund that invests in small, undervalued oil and natural gas properties in the U.S. John will share his outlook for investing in those properties, including the greatest opportunities, challenges and more.
Bernardo Perez-Villa, Senior Innovations Engagement Partner at Cleveland Clinic Innovations, joins EisnerAmper's TechTalk host Fritz Spencer to explore the organization's pioneering journey in healthcare innovation, strategy, and execution. In this episode, discover how the team at Cleveland Clinic Innovations guides inventors through each stage of the technology transfer process (concept, licensing, startup formation, clinical validation, and scaling). Tune in to learn about their mission to connect inventors with strategic industry partners to create products that revolutionize healthcare and meaningfully improve patients' lives.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Marlon Sanchez, Founder & CEO, Skyway Pacific Research & Capital Management, a Hong Kong-based manager that invests in Asia Pacific alternative investment strategies. Marlon shares his outlook for his investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.
Dr. Gregory Simpson, Founder and Chief Executive Officer of ThinkNow, joins EisnerAmper's TechTalk host Janina Teoxon to explore his unique journey to becoming a founder and how his startup uses innovative technologies to enhance cognitive performance, mental wellness and disorders of attention including ADHD. In this episode, discover how ThinkNow’s patented app, Attenteo, uses a novel therapeutic method to help adults strengthen and stabilize their attention with interactive lessons backed by neuroscience research. Tune in to learn about the startup’s mission to empower people everywhere to take control of their attention and mental wellness through accessible solutions that help them live better lives.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kapila Ratnam, Partner with the healthcare fund at NewSpring Capital, a Pennsylvania-based lower middle market private equity firm. She discusses some of the transactions NewSpring has completed in the pharmaceutical space, including Kincell Bio and Aerosafe Global. She walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. She also discusses the due diligence process on those deals and more.
Join EisnerAmper’s Tony Davis as he dives into the critical issue of technology underinvestment among physician groups and healthcare organizations. With expert guests Becky Munson and Amy Jongerius, this insightful conversation sheds light on how neglecting innovations like outsourced accounting can hinder organizational growth, impact patient care, and create inefficiencies. Packed with practical advice and industry expertise, this episode provides actionable strategies to help healthcare leaders embrace technology and secure their financial health. Tune in to learn how to transform challenges into opportunities for growth and success.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Coughlin, Founder, Danu Venture Group, a venture capital firm that invests in next generational digital and physical infrastructure for national security. Ryan shares his outlook for investing in the space, including the greatest opportunities, challenges and more.
Keshia Theobald-van Gent, Vice President of BDev Ventures, joins EisnerAmper's TechTalk host Fritz Spencer to explore the strategic role of venture capital in shaping the future of startups. Her investment firm, BDev Ventures, focuses on fast-growing B2B software companies in the U.S. and LATAM, from Seed to Series B. In this episode, discover how the firm drives success beyond capital injection by using its proprietary lead-generation platform, WinDifferent, and providing hands-on mentorship. Tune in to learn about how BDev Ventures is committed to delivering unparalleled value to founders in a systematic way.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Vitelli, Senior Portfolio Manager, Compass Capital Management, a Minnesota-based asset manager that focuses on equity investing in high-quality growing companies. Mark shares his outlook for the firm's investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nathaniel Rogoff, Co-Founder, Hall Street Ventures, a venture capital fund that invests in high-growth food and beverage companies leveraging the relationships the firm built through Hall Street’s 3PL business, a 100+ year old cold storage and logistics hub in Brooklyn. Nathaniel shares his outlook for investing in the food & beverage space, including the greatest opportunities, challenges and more.
Kathy Chiu, Co-Founder and General Managing Partner of DeepWork Capital, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how her early-stage venture capital firm is transforming underserved regions by investing in high-potential technology and life sciences startups. In this episode, Kathy shares her fascinating career journey through venture capital, engineering, and consulting. Tune in to learn more about DeepWork’s core thesis of supporting pragmatic, gritty founders and discover how this conversation could be the key to your next big decision!
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lichter, Managing Partner, Causeway Equity Partners, a Florida-based niche investment manager that invests in seasoned primaries. Richard shares his outlook for investing in seasoned primaries, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Francis, Chairman and CEO of Paradigm Asset Management, a pioneer in data-driven equity investing. James shares his outlook for data-driven equity investing, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ted Rosen, Partner, M&A and Private Equity, Akerman LLP. Ted shares his outlook for dealmaking for the remainder of this year amid Trump’s tariffs. In addition, he discusses best practices for companies contemplating both buy-side and sell-side transactions, including legal considerations, trends in the due diligence process and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Wendy Li, Co-Founder and Chief Investment Officer, Ivy Invest, an endowment-style interval fund comprised of alternative and traditional investments, which is available to everyone. Wendy shares her outlook for endowment-style investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.
Shana Ostrovitz, Executive Director of 1909, talks with EisnerAmper's TechTalk host Fritz Spencer about her nonprofit organization and members-only community’s dedication to the sustainable growth and success of early-stage entrepreneurs, creatives, small business owners, and innovators in Palm Beach County, FL. In this episode, learn about the invaluable resources 1909 offers its members, including affordable workspace, business education, mentorship, and events designed to foster connection and support their ventures into the next growth stage. Tune in to explore the nonprofit’s mission toward the holistic growth of founders and freelancers dedicated to building a better future for themselves, their community, and the world.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Artemiza Woodgate, CIO & Founding Partner, Integrated Quantitative Investments. Artemiza shares her outlook for quantitative equities investing in global and emerging markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
Jake Lesnik, Co-Founder and CEO of DM Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his gene therapy company developed a novel, non-viral platform designed to improve the efficacy, safety, and accessibility of gene therapies for inherited diseases. In this episode, discover how its non-viral Dark Matter DNA™ technology overcomes the limitations of viral vector-based gene therapies by providing long-lasting therapeutic effects and the capacity to deliver larger, more complex genes. Tune in to learn more about the company’s mission to turn its breakthrough into new medicines and curative therapies that could expand the range of treatable inherited diseases.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Parker Quillen, CEO & CIO, Contrarian Alpha Management, which manages a short-leaning concentrated equity strategy. Parker shares his outlook for short-leaning concentrated equity investing, including the greatest opportunities, challenges and more.
Joley Michaelson, Founder and CEO of The Sun Company, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how her holistic energy company is developing and supplying renewable energy solutions for infrastructure across industrial, commercial, and residential sectors. In this episode, learn about The Sun Company’s innovative offerings including state-of-the-art battery technology, digital twin software for optimal energy system performance, and off-grid renewable power sites. Tune in to explore the renewable energy company’s mission to build a future-focused energy ecosystem that prioritizes clean, reliable, and cost-effective power solutions—putting people and the planet first.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Rosenblum, Managing Partner & Portfolio Manager, RS Low Beta Opportunity Fund and RS Crypto Income Fund. David shares his outlook for options trading including the greatest opportunities and challenges, and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cameron Wood, Director, Northborne Partners, a Minneapolis-based middle market investment banking firm with a specialty in advising on complex sell-side transactions. Cameron shares his outlook for dealmaking for the remainder of this year. In addition, he discusses best practices for companies contemplating sell-side transactions, including legal considerations, trends in the due diligence process and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bob Robotti, Founder & CIO of Robotti & Co. and Theo van der Meer, Senior Associate-Asset Management at Robotti & Co. They share their outlook for value investing including the greatest opportunities, challenges and more. They also share their outlook on asset allocation and what investors might be missing.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jason Torres, Managing Partner, Sana Capital, a health care venture capital firm which invests in overlooked founders. Jason shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sal Naro, Chief Investment Officer, Coherence Credit Strategies. Sal shares his outlook for investing in credit, including the greatest opportunities and challenges. He also shares his outlook for the Department of Government Efficiency (DOGE) and more.
Kevin Burgoyne, President & CEO of the Florida Venture Forum, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his support and networking organization creates valuable opportunities for founders and startups seeking capital and services to grow and scale. In this episode, discover how the organization’s dynamic in-person and virtual events, major conferences, and meet-ups foster connections between founders and key capital sources and service providers. Tune in to learn how this membership organization plans to build on its 40-year legacy of transformative success in Florida, setting itself apart as a catalyst for growth and fostering venture-backed successes in the state's innovation ecosystem.
Join host Tony Davis as he sits down with Cody Loup, an expert in internal audit and control services, to explore their critical role in healthcare organizations. In this episode, Tony and Cody delve into how these services can enhance operational efficiency, improve compliance, and ultimately improve patient care. Whether you're a healthcare professional, administrator, or simply interested in the inner workings of healthcare systems, this insightful discussion will shed light on the invaluable benefits of robust internal audits and controls. Tune in to discover practical strategies and real-world examples that highlight the transformative impact of these essential services.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patrice Bonfiglio, President, Sarissa Capital Management, a Connecticut-based activist investment manager that invests in health care. Patrice shares her outlook for activist investing in health care, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Meg Epstein, Founder & CEO of the CA South Development, a woman led commercial real estate firm focused on Nashville and other similar markets throughout the Southeastern U.S. Meg shares her outlook for commercial real estate investing in Nashville and those surrounding markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
Soyoung Park, General Partner at 1004 Venture Partners, joins EisnerAmper's TechTalk host Fritz Spencer to explore the landscape of healthy aging investments. Park’s firm is a global specialist fund with an investment thesis focused on “healthy aging” throughout life. In this episode, discover how the firm is advancing health and wellness through investments in health tech, age tech, and healthcare infrastructure. Tune in to learn how 1004 Venture Partners’ commitment to healthcare innovation is paving the way for a healthier, more vibrant future for all.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tim Newington, Managing Director, Macritchie Group, a niche real estate investment manager in Canada. Tim shares his outlook for niche real estate investing, including the greatest opportunities and challenges, how the firm integrates ESG and more.
Dr. Sanna Gaspard, Founder & CEO of Rubitection Inc., joins EisnerAmper's TechTalk host Fritz Spencer to discuss the future of skin health monitoring applied to the care management for chronic wounds and dermatological conditions. Rubitection is pioneering an easy-to-use, cost-effective device and software solution for caregivers and healthcare professionals to monitor incremental changes in skin health. In this episode, discover how her medical device startup is developing a handheld device and AI care management platform to improve the assessment, detection, monitoring, and care management of skin-related diseases. Tune in to explore their FDA and funding strategy and learn about their mission to become the global standard for skin health monitoring and care management—advancing access, equity, and reliability in patient care.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Grace Sprite, Managing Director of New Land Capital, a New York and Hong Kong-based high growth real estate private equity firm. Grace shares her outlook for real estate private equity investing, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
Join us as we discuss the unique challenges faced by healthcare providers and how Sage Intacct can help overcome them. From improving financial visibility and streamlining processes to ensuring compliance and enhancing decision-making, we'll cover it all. Hear from industry experts, healthcare leaders, and Sage Intacct users who share their experiences and insights on how this powerful tool is revolutionizing the healthcare sector.
Matt Ellis, Co-Founder and CEO of Measurabl, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how their cutting-edge ESG data platform is revolutionizing sustainability in the real estate industry. In this episode, discover how Measurabl helps organizations leverage their ESG data to enhance asset value and reduce capital costs, leading to more profitable real estate. Tune in to learn how this comprehensive platform empowers businesses to meet sustainability benchmarks, assess climate risks, and capitalize on decarbonization and sustainable finance opportunities—driving responsible growth.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Melchiorre, Managing Partner & CIO, Forza Investment Group, an alternative credit and event-driven opportunities investment manager. Mark shares his outlook for credit markets, including where he sees the greatest opportunities for the future and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kashyap Shah, Managing Director, Public Pension Capital, a middle market private equity firm started by former General Partners of KKR that specializes in acquisitions and accelerations of high potential service businesses. Kashyap discusses some of the transactions PPC has completed and some of the underlying themes that motivated them. He also discusses some challenges he faced when it came to those transactions and finally, touches upon how automation and AI are expected to impact the space over the next decade plus.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Aron Dantzig, Managing Partner, Capital IP, a specialty credit firm focused exclusively on investments in technology and technology-enabled businesses. Aron shares his outlook for investing in those areas including the greatest opportunities, challenges and more. He also shares how the firm integrates ESG, DEI and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lashley, Principal, PL Capital, a hedge fund that invests in bank stocks. Rich shares his outlook for the banking industry and bank stocks, including the greatest opportunities, challenges, trends and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tucker Scott, Founding Partner, Bergen Park Capital Management, which manages a small and mid-cap international equities fund. Tucker who spent over 20 years at Franklin Templeton, shares his outlook for investing in small and mid-cap international equities, including the greatest opportunities, challenges and more.
Dr. Rik Mehta, Co-Founder of Lactiga, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his biotech startup is pioneering the development of the first mucosal antibodies to treat the unmet medical needs of immunodeficient patients. In this episode, discover how Lactiga is unlocking the full therapeutic value of human milk to create this next generation of anti-infectives. Tune in to learn more about the startup’s mission to give immunodeficient patients a new line of defense against pathogens, significantly improving their quality of life and offering hope for a healthier future.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Ken Smythe, Co-Founder of CurvePoint Capital, a niche specialist credit manager focused on the acquisition of consumer debt settlement receivable portfolios. Ken shares his outlook for his investment strategy, including the greatest opportunities, challenges and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Andy Tuchman, Partner, Clear Ocean Partners, an investment firm specializing in maritime assets and related energy and commodities markets. Andy shares his outlook for investing in those areas including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Bryan Wagner, Partner, Private Equity, Creation Investments Capital Management, a global impact investment manager focused on financial services investments and growth and buyout opportunities in emerging markets. Bryan discusses some of the transactions Creation has completed, including Vastu Housing Finance and DD360. He walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. He also discusses the due diligence process on those deals and more.
Jon Chu, AI Strategist and Founder of Revolv, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how Agentic AI is unlocking the potential of underrepresented founders and reshaping business models for resiliency. Revolv puts inclusivity at the forefront, supported by a multigenerational community that empowers entrepreneurs to succeed. In this episode, discover how Revolv is investing in people, partnerships, and technology to help startups overcome challenges and bridge the gap between talent and opportunity. Don’t miss this insightful conversation about transforming innovative ideas into scalable ventures.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rishi Sadarangani, Founder & Chief Investment Officer, R/Evolution Gate, a New York-based asset manager focused on innovation-based stock picking. Rishi shares his outlook for innovation-based stock picking, including the greatest opportunities and challenges, along with how the firm integrates ESG/DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Winter Mead, Founder & CEO, and Dave Perretz, Operating Partner & CFO, Coolwater Capital, a Salt Lake-based accelerator which invests in emerging VC firms. They share their outlook for investing in emerging VC funds, including the greatest opportunities, challenges, how the firm integrates ESG & DEI and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Braverman, the new national leader of EisnerAmper’s Transaction Advisory Services Group. Mike shares his outlook for dealmaking in 2025 on the heels of the recent results of the U.S. Presidential Election. In addition, he discusses best practices for companies contemplating buy-side and sell-side transactions, trends in the due diligence process, pieces of advice for clients to protect themselves from a potential dispute post-transaction and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Pannell, CEO & Chair of Kaiju Worldwide, an ecosystem of technology research companies that specialize in predictive AI-based financial products including private funds. Ryan shares his outlook for predictive AI investing including the greatest opportunities and challenges. He also shares his views on ESG investment decisions and more.
Srinivas Shenoy, Founder and CEO of Aloha Protocol, joins EisnerAmper's TechTalk host Fritz Spencer to discuss the next era of AI for enterprises. Aloha Protocol operates under the foundational principle that AI inference is better when different AI models arrive at a consensus. In this episode, discover how Aloha Protocol is delivering advanced AI tools and industry-specific solutions that help enterprises make critical decisions. Tune in to learn more about this startup’s game-changing approach to AI and enterprise innovation.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Igor Bekker, Founder and Portfolio Manager, 42KM Investment Partners, a Toronto-based asset manager that specializes in culture-led long-term investing in listed global equities. Igor, who most recently spent 17 years at Ontario Teachers’, shares his outlook for culture-led long-term investing in listed global equities including the greatest opportunities and challenges. He also shares how the firm integrates ESG and more.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Lisa Melchior, Founder & Managing Partner of Vertu Capital, a growth equity firm focused on Canadian technology businesses. Lisa, the first woman in Canada to launch a private equity firm, shares her outlook for growth equity investing in Canadian technology businesses, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Lindsey Wendler, Managing Director, 414 Capital, a global financial advisory and investment banking firm. Lindsey shares her thoughts on how the recent results of the U.S. Presidential Election are expected to impact dealmaking and M&A activity. In addition, she discusses what the buy-side and sell-side will be looking at with respect to transactions, specific industries or transactions she believes will be most impacted, significant changes in deal points in buy-side and sell-side transactions, the due diligence process for dealmaking and more.
From best practices to personal experience, gain insight into the complexities of healthcare coding and revenue cycle management in our podcast, Preparing for Coding Audits: Protecting Physician Revenue. Whether you’re a healthcare professional, practice manager, or physician leader, you can learn about the critical role of coding and documentation in the healthcare industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tingting Zhang, Founder & CEO of the TerraCotta Group, a woman and minority led prominent commercial real estate credit investment manager based in Los Angeles. Tingting shares her outlook for commercial real estate credit investing, including the greatest opportunities and challenges, how the firm integrates AI, her experience being a woman in the industry and more.
On this episode of Breaking Ground, Mark Cartella, Senior Vice President of Development and Construction at Alterra Property Group helps us explore the transformation of 1701 Market Street from office space to a 299-unit apartment building. Mark discusses the project’s feasibility, current progress, and the unique challenges of the building.
This episode dives into the broader implications of urban real estate conversions, offering valuable insights for developers and investors beyond Philadelphia. Discover the design plans, amenities, and financial strategies that make this project a standout example of adaptive reuse in urban environments.
Whether you’re a seasoned developer or simply interested in innovative real estate solutions, this episode provides a compelling look at the future of urban living and development.
Jumana Al Hashal, Co-Founder and CEO of Volt Air Technologies, a public benefit corporation , joins EisnerAmper's TechTalk host Fritz Spencer to discuss the future of electric commercial transport. Volt Air Technologies is pioneering smart, cost-effective, climate-first solutions that help ensure access to medicines and fresh foods. In this episode, discover how this startup is removing fossil fuels from the equation and bringing down the cost per delivery for its customers in a meaningful way through its temperature-sensitive, vertically-integrated software and hardware options. Tune in to learn how the startup is revolutionizing urban deliveries operationally, economically, and environmentally.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Al Tarar, CEO, Founder and Managing Partner of Quartus Capital Partners LLC, which specializes in scaling growth-stage AI and technology ventures. He shares his outlook for investing in those ventures, including the greatest opportunities and challenges. He also shares how the firm integrates ESG/DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Christina Ansted and Michael Janes, Senior Managing Partners at RCP Ventures, a Cambridge, Massachusetts-based venture capital firm that invests in biotech and therapeutics. They share the outlook for VC investing in those industries, including the greatest opportunities and challenges. They also discuss how the firm integrates ESG, DEI and more.
Jennifer Johnson, Founder and CEO of JennJ Health and Fitness, talks with EisnerAmper's TechTalk host Janina Teoxon about her remarkable journey from being a cancer patient to launching a startup that’s focused on closing the health equity gap for all patients. In this episode, discover how Jennifer is leveraging an innovative AI-driven fitness solution for breast cancer patients, empowering them with data that can positively influence their medical treatment. Tune in to gain valuable insights from Jennifer on applying for grant funding, and learn what success truly means to her.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Todd Perman, President & CEO, SEED Healthcare, a venture capital firm that invests in health care. Todd shares his outlook for VC investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rachel Hirsch, Managing Partner, Wellness Growth Ventures, a Los Angeles-based venture capital fund that invests in female-founded wellness brands. Rachel will share her outlook for VC investing in female-founded wellness brands, including the greatest opportunities and challenges. She also discusses how the firm integrates ESG, her experience being a woman in the industry and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Johnson, Partner at Tailor Ridge Capital Management, a real estate credit manager focused on making bridge and construction loans secured by smaller residential assets. Chris shares the outlook for this asset class generally and in the New England region in particular, including the greatest opportunities and challenges and more.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Andrew Bernstein, Senior Managing Director and Head of Private Equity at Capital Dynamics, a $14 billion independent global asset management firm focused on private assets. Andrew shares his outlook for dealmaking in private equity including opportunities, challenges, how the climate has impacted transactions, the due diligence process for M&A activity and more.
Andrew Satz, Co-Founder and CEO of EVQLV, talks with EisnerAmper's TechTalk host Fritz Spencer about his startup’s mission to leverage advances in computation to revolutionize the discovery and engineering of therapeutic antibodies. In this episode, Andrew discusses how his proprietary platform generates “intellectual property as a service” for fully human antibodies, significantly reducing development costs and time. Tune in to hear how EVQLV aims to accelerate the creation of personalized medicines, paving the way for a future where treatments are tailored to each individual patient.
In the last episode of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about trends in surety, the surety market outlook, and offer advice on what you can do if you’re involved in a construction claim or dispute.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Lincoln Archibald, Co-Founder and Chief Investment Officer of Fund Launch Partners, a Utah-based growth equity private equity firm that specializes in acquiring GP stakes in emerging funds. Lincoln share his outlook for acquiring GP stakes in emerging funds, including the greatest opportunities and challenges, how the firm approaches ESG, DEI and more.
Welcome to "Beyond Healthcare Compliance with Joanna Lambert, Director Healthcare Consulting & Advisory," where we delve into the dynamic world of healthcare consulting. In this episode, we introduce you to Joanna Lambert, a healthcare consultant and director at EisnerAmper. She shares her professional journey, detailing her extensive background and experience in the healthcare industry.
Discover the critical work she does for healthcare organizations, from improving operational efficiency to strategic planning and financial management. Learn about the top three trends currently shaping the healthcare landscape, and gain insights into her favorite areas of focus within the field.
Our director also gives valuable advice on what healthcare organizations should prioritize to achieve financial success in today's challenging environment. Additionally, she highlights the comprehensive services that EisnerAmper's healthcare team offers, designed to support, and elevate healthcare organizations.
Join us for an engaging and informative discussion that offers a wealth of knowledge and ability for anyone involved in the healthcare sector.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Jay Rogers, Managing Partner, Acme Credit Partners. Jay shares his outlook for private credit investing including the greatest opportunities and challenges. He also discusses how the firm integrates ESG.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Ryan Alberg, Partner at Duco Capital, a Minneapolis-based growth expansion investment firm that invests in B2B and B2C industries in the Upper Midwest. Ryan discusses some of the transactions he has completed, including Top Promotions and Klesk Metal Stamping, sharing the processes, opportunities, challenges, how he navigated the due diligence processes on those deals and more.
Pablo Casilimas, Co-Founder and Managing Partner of OneSixOne Ventures, talks with EisnerAmper's TechTalk host Fritz Spencer about his journey from starting a marketing agency in college to founding an accelerator program and then launching a venture capital firm. In this episode, Pablo discusses the inspiration behind the firm’s name, rooted in the Fibonacci sequence—the “Golden Ratio,” its mission to foster efficient growth for startups, and the distinct differentiator to boost deal flow. Tune in to hear about their impactful journey, investments, and the vibrant community they’ve built.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alecia Hill, Vice President, Impact Investments, FCP, a Washington, D.C.-based real estate private equity firm. Alecia shares her outlook for impact investing in real estate private equity, including the greatest opportunities and challenges, along with her experience being a woman in the industry and more.
Juha Mikkola, Co-Founder & CEO of Usko Health, talks with EisnerAmper's TechTalk host Fritz Spencer about his startup’s mission to make high-quality dental care accessible to all Americans through medical tourism. In this episode, Juha discusses how his platform gives patients the ability to easily compare dental services quotes from multiple dentists within Usko’s experienced network. Learn how Usko is standardizing the process of booking international dental appointments- allowing consumers to save money without compromising the quality of their care.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Brian Hirschmann, Managing Partner, Hirschmann Capital, a Puerto Rico and California-based hedge fund manager that invests in gold mining equities. Brian shares his outlook for investing in gold mining equities including the greatest opportunities, challenges and more.
In episode three of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about how you can increase your bonding capacity by restructuring debt, the importance of being conservative on projected profits, and how to build trust with your surety agent.
Revenue cycle management (“RCM”) sounds simple enough but ultimately affects nearly all aspects of your organization’s operations, from the requests for an appointment down to the collection of the revenue for services and everything in between. In this EisnerAmper podcast, EisnerAmper Healthcare Director, Tony Davis speaks with Partner and head of the firms Revenue Cycle Management Services, Steven Bisciello. The two cover the basics of proper revenue cycle management for healthcare leaders, why it’s important, and key developments and best practices leaders need to know to maximize their accounts receivable.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Josh Hartmann, CEO of NexMetro Communities, a real estate investment firm focused on build-to-rent housing communities. Josh shares the outlook for investing in build-to-rent housing communities, including the greatest opportunities and challenges, how the firm integrates ESG and more.
McKelvey Packard, Co-Founder of Everykey, talks with EisnerAmper's TechTalk host Fritz Spencer about how his startup is improving protections for users' credentials against data breaches with the world’s first patented universal smart key. In this episode, McKelvey shares the unique features of Everykey, which replaces passwords and keys by using proximity-based authentication. Learn how McKelvey and his team are making security for user data more convenient and unintrusive than ever before.
In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Roger Vincent, Founder & CIO, Summation Capital, a newly launched firm that manages an endowment-style private equity portfolio. Roger, who formerly led Cornell’s private equity portfolio, shares his outlook for endowment-style private equity investing, including the greatest opportunities, challenges and more.
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Donald Zilkha, Founder, Zilkha Investments, a New York-based activist value manager focused on small and midcap public companies to take private. Donald shares his outlook for activist value investing in small and midcap companies to take private, including the greatest opportunities and challenges and more.
In episode two of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about the importance of using treasury-listed sureties, why firms may need to switch sureties as they take on larger projects, and offer advice on overcoming obstacles in obtaining bonding.
Julia Lucidi, Founder and CEO of Founder Tactics, talks with EisnerAmper's TechTalk host Fritz Spencer about her journey to stoke the growth of the budding tech community in Florida. In this episode, Julia discusses the potential, and opportunities present in places like Fort Lauderdale to build tech communities, the advantages these locations offer, and how Founder Tactics seeks to better connect the corporate, investor, and startup forces present–creating a space for everyone at the table.
Follow Founder Tactics podcast on Spotify or YouTube.
In this episode of Breaking Ground, Jeffrey Richman of EisnerAmper's Real Estate Services Group, speaks with C-PACE loan expert Jonathan Kloos. C-PACE loans offer lower interest rates and are secured by the property, making them a good fit for property owners looking to improve energy efficiency. Listen now to learn more about this funding source and how to qualify.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Cole Wilcox, Founder & Chief Investment Officer, Longboard Asset Management, an asset management firm specializing in alternative investment strategies. Cole shares the outlook for investing in alternative strategies, including the greatest opportunities and challenges and more.
In this episode Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Barbara Iyayi, CEO & Founding Partner of Unicorn Growth Capital, a Web3 VC fund that invests in the future of finance, bridging TradFi & DeFi. Barbara shares her outlook for Web3 investing in the future of finance, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Yasmine Lacaillade, Founder & Managing Partner, Sinefine, a women-run venture investment platform that invests in women-run VCs. Yasmine shares her outlook for VC investing, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and finally, touches on her experience being a woman investment manager in the industry.
Alan Reid, Co-Founder of iconik, talks with EisnerAmper's TechTalk host Janina Teoxon about how his startup is advancing shareholder influence in the world of institutional investors. In this episode, Alan shares how his leading-edge technology is not only helping to redistribute decision-making influence from corporate managers to shareholders through values-aligned voting... but transform markets entirely.
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Michael Petrizzo, Partner, Saul Ewing. Michael shares his thoughts on dealmaking, including how the climate has impacted transactions, best practices for companies contemplating buy-side and sell-side transactions, considerations on executing a Letter of Intent, the due diligence process for M&A activity and more.
In episode one of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about the history of bonding, the difference between surety bonds and insurance, the rights under a surety bond, and questions to ask when looking for a surety agent.
In this episode of Breaking Ground, EisnerAmper's podcast delving into the future of real estate, host Sarah Brand sits down with the Founder and CEO of Motko. They dive into the growing trend of wellness-focused buildings and how Class B and C properties can be transformed into competitive assets. Listen in to discover the potential financial returns, health benefits, and certifications associated with creating a healthier built environment.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Loren Remetta, CIO, Bow Bridge, a corporate credit and special situations manager. Loren shares his outlook for high-yield and credit derivative markets and more.
Chris Stott, Founder, Chair, CEO of Lonestar, talks with EisnerAmper's TechTalk host Fritz Spencer about pioneering the future of data services on the Moon in the pursuit of solving customer demands. In this episode, Chris shares the excitement around Lonestar’s first successful lunar mission in February 2024 and what it means to launch the first data center beyond Earth’s orbit—advancing the vision for a greater lunar technology ecosystem.
Alex Lassiter, Founder and CEO of Greenplaces, talks with EisnerAmper's TechTalk host Janina Teoxon about how his startup is empowering business leaders across industries to achieve their sustainability goals. In this episode, Alex describes his all-in-one sustainability platform as a “chief sustainability officer in a box,” making the process to measure, report, and reduce carbon emissions more accessible to non-Fortune 500 companies. Note: The environmental, social and governance (“ESG”) platform provides a dashboard on how to both reduce your footprint and save money. Learn how Greenplaces is meeting the evolving needs of businesses—and the planet.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Daniel Frankenstein, Co-Founder of Joule Ventures, a U.S.-based partner-only seed fund investing in Israel’s most compelling enterprise-focused entrepreneurs. Daniel shares his outlook for investing in these entrepreneurs including the greatest opportunities, challenges and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Dan Pogue and Peter Birk, Vice Presidents of Moelis Asset Management’s Catalyst Partners, which provides strategic capital to private equity emerging managers. The duo share their outlook for seeding private equity managers, including the greatest opportunities and challenges, how the firm integrates ESG, DEI and more.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Leavitt, Co-Founder and Managing Partner, Enlightened Hospitality Investments, a growth equity fund he runs with restauranteur Danny Meyer that invests in the hospitality sector. Mark discusses some of the transactions he has completed, including Culture Pop and Goldbelly. He walks us through the processes, along with the opportunities and challenges faced when it came to those deals. He also discuss how he navigated through the due diligence process on those transactions and more.
Ken Mariash, CEO of Sinaptica Therapeutics, talks with EisnerAmper's TechTalk host Janina Teoxon about the novel approach his startup is taking to develop a non-drug therapy to treat Alzheimer's. In this episode, Ken acknowledges the repeated failures the industry has faced on its quest to find a cure for the disease and explains why his personalized and connectome-targeted neuromodulation approach has gained the FDA breakthrough designation. Learn how Ken and his team are overcoming investor skepticism as their promising treatment emerges.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jennifer Hoover, Managing Partner, Highgate Capital Group, a Chicago-based multifamily real estate investment firm focused on secondary markets throughout the U.S. Jennifer share her outlook for multifamily real estate investing in those markets including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman investment manager in the industry, and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Gary Brandeis, CEO of Scholar Hotels & Managing Partner of Real Estate Capital Management. Gary shares his outlook for investing in hotels and hospitality assets near major college campuses including the greatest opportunities and challenges. He also discusses how the firm integrates ESG and more.
Yobe Qiu, Co-Founder of Book an Author talks with EisnerAmper's TechTalk host Janina Teoxon about her commitment to educating our children and celebrating diversity. In this episode, Yobe describes how her game-changing web-based platform helps expand connections across the educational landscape, matching authors with academic institutions, and streamlining the entire authoring journey from discovery to payment.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Vania Schlogel, Founder & Managing Partner of Atwater Capital, a Los Angeles-based private equity firm that invests in the media and entertainment industry. Vania discusses some of the transactions she has completed, including 88rising, a multi-media company headquartered in Los Angeles that super-serves the Asian American and Pan Asian communities. She walks through the processes, opportunities, challenges and due diligence. She also shares what Atwater looks for in the buy-side process to ensure a smooth transaction.
Dan Sinawat, Founder of AI CONNEX, talks with EisnerAmper's TechTalk host Janina Teoxon about what it means to build an AI community on a global scale—and help lead the AI revolution. In this episode, Dan sheds light on what humanity can expect as we move beyond GenAI toward the next iteration of AI—and what that means for solving customer problems. Teaser: Find out when and where Dan aspires to host the world's biggest AI conference.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Carson Block, Founder, Muddy Waters Capital, a Texas-based activist hedge fund manager. Carson shares his outlook for activist investing and short selling, including the greatest opportunities and challenges. He also shares his outlook for ESG and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Johnson, CEO of Fulham Square Capital, a Los Angeles-based real estate investment firm that invests in workforce housing in the Southeast and Southwest U.S. Ryan shares his outlook for investing in these Class B&C multifamily properties including the greatest opportunities and challenges. He also discusses how he integrates ESG by partnering with non-profits for these homes.
Wael Elseaidy, CEO and Co-Founder of Astute Imaging, talks with EisnerAmper's TechTalk host Fritz Spencer about how his second startup venture is improving patient care with cutting-edge AI technologies. In this episode, Wael shares the unique features of his cardiovascular imaging solutions that create significant benefits for all parties involved—including healthcare providers; device companies; and, most importantly, patients.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Tsui, Managing Principal, Peninsula House, a New York-based single-family office. John shares his outlook for private credit including whether this is the Golden Age of private credit for only the GP or both the GP & LP; the risks and potential losses associated with senior corporate sponsored lending or multifamily and CRE mortgage loans, bridge gap financing for durable income and transitional real estate assets and how wide the gap is upon refinancing; GP and LP liquidity solutions, as well as NAV loans; and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Elizabeth Weindruch, Managing Director, Barings’ Diversified Alternative Equity. Elizabeth shares her outlook for investing in diversified alternative equities, including the greatest opportunities and challenges, her experience being a woman in the industry and more.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Chad Johnson, Managing Partner, Cherry Tree & Associates, a Minneapolis-based investment bank. Chad shares his outlook for the private equity industry and M&A activity for 2024 amid the current macroeconomic environment, including how the climate is expected to impact transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alyssa Choo, Research Analyst & Crypto Equities Specialist at Bitwise Asset Management, a San Francisco-based crypto index fund and ETF provider. Alyssa shares her outlook for investing in crypto including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Luca Zerbini, Founding Partner & CEO, Una Terra Venture Capital Fund, a Zurich-based venture capital impact fund focused on accelerating European scale-ups that foster innovative solutions to climate change and biodiversity loss. Luca shares his outlook for VC impact investing in these scale-ups including the greatest opportunities, challenges and more.
Robert Waterston, Co-Founder of Picnic Groups, talks with EisnerAmper's TechTalk host Fritz Spencer about how his start up is facilitating in-person connections by creating a safe space online. In this episode, Robert shares the unique features of his ad-free geosocial app by prioritizing its members’ needs—giving them a platform to engage in local activities or share their side hustles as real-world experiences.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kristof Gleich, CIO of Harbor Capital Advisors, a Chicago-based asset manager that offers a suite of ETFs from boutique managers. Kristof shares his outlook for the ETF industry including the greatest opportunities and challenges. He also shares how the firm selects partners to sub-advise their mutual funds and ETFs.
Andre Creighton, co-founder and CFO of TurnSignl, talks with EisnerAmper's TechTalk host Fritz Spencer about how his startup is creating peace of mind for motorists by giving them real-time access to attorneys while on the road. In this episode, Andre discusses how his on-demand lawyer app comes into play when there’s a traffic violation or accident—and helps all parties get home safely.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ketu Desai, Principal, i-squared Wealth Management, a registered investment advisor based in New Jersey. Ketu shares his outlook for investing including the greatest opportunities, challenges and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Srini Dhulipala, General Partner and Phil Simotas, Investment Partner, New Form Capital, a liquid fund focused on blockchain technology. The duo share their outlook for investing in blockchain including the greatest opportunities, challenges and more.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Larry Keller, Founder of Petra Solidus and shareholder at Rover Petroleum, both upstream oil and gas companies, the latter previously a PE-backed company of Riverstone Holdings. Larry shares his outlook for private equity investing in the upstream oil & gas space amid the current macroeconomic environment, including how the energy transition is expected to impact transactions, deal valuations, due diligence and more. He will also share his thoughts on how ESG continues to become more prominent in evaluating companies in the space.
Steve Jamieson, founder and CEO of WorkingLive, talks with EisnerAmper's TechTalk host Fritz Spencer about helping companies achieve online sales success by meeting customers where they are—across multiple platforms. In this episode, Steve discusses how his multi-channel e-commerce solution leverages proprietary middleware technology to help independent distributors and affiliates more effectively track and sell their products amidst evolving consumer trends.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alfredo Ignacio Vargas, Founder & CEO of Integra Groupe, a Miami and California-based venture capital firm focused on investing in Latin America startups. Alfredo shares the outlook for venture capital investing in Latin American startups, including the greatest opportunities and challenges, how the firm integrates ESG and DEI and more.
In this episode, we sit down with Jonathan Glick, the founder and managing partner of Incubation Capital Partners LLC (INCUCAP). Jonathan and his team serve as a one-stop shop for entrepreneurial real estate managers, offering cohesive solutions across financial capital, human capital, and institutional best practices. We explore the current market landscape, the life cycle of real estate deals, and the qualities Jonathan seeks in the entrepreneurs he funds. Whether you’re a seasoned investor or just starting out, this episode provides valuable insights for anyone looking to make their mark in the real estate industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Chris Bostick, Partner, and Thea Pham, Senior Associate, at OCV Partners, a Los Angeles-based venture capital firm that invests in technology and healthcare startups. The duo shares their outlook for VC investing in technology and health care startups including the greatest opportunities and challenges, how the firm integrates ESG, DEI and more.
Alan Zack, President of Lollipop Labs (formerly Carrot Group), talks with EisnerAmper's TechTalk host Janina Teoxon about growing the tech ecosystem and cultivating a brighter future by empowering young entrepreneurs to become innovative problem solvers. In this episode, Alan discusses how his startup acts as a conduit for innovation, giving students a platform for collaboration. Hear how Lollipop Labs is facilitating meaningful partnerships and introducing technology solutions to help overcome challenges and amplify positive change in the world.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tameca Reed, Senior Managing Director of Client Portfolio Management at 1834, a Division of Old National Bank. Tameca shares her outlook for investing in alternatives including the greatest opportunities and challenges, how the firm integrates ESG/DEI and her experience being a woman in the industry.
In this episode of Breaking Ground, join us for a conversation with Michael Wachs, the founder and managing principal of Linden Lane Capital Partners. With a career spanning banking, distressed debt, and real estate investment, Michael shares his expertise and perspectives on the real estate market in 2024, as well as the unique dynamics and opportunities specific to Philadelphia. Listen now to hear more on recent trends, transaction structures, and advice for those looking to enter the market.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Carolyn Patton, head of private market client solutions at TIFF Investment Management, an outsourced CIO and private equity manager. Carolyn shares the outlook for private markets investing including the greatest opportunities and challenges. She also discusses how the firm integrates ESG and DEI and her experience being a woman in the industry.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Karen O’Mahony, Managing Partner, PEAL Capital Group, a female-founded European-based lower midcap private equity firm specializing in control investments in the rapidly growing sector of longevity and hormones. Karen discusses the transactions PEAL has completed with Derma Medical, a leading aesthetic training provider and GLHMs, a medical training platform for longevity, hormones and menopause, including the processes, opportunities and challenges when it came to the deals. She also discusses how she navigated the due diligence process and more.
John Ehrhard, founder and CEO of Orson, talks with EisnerAmper's TechTalk host Fritz Spencer about the power of sharing our personal and professional stories as a tool to deepen our human connections. In this episode, John discusses how his B2B2X startup is using its first generative AI platform to surpass the obstacle of directing video storytelling at scale, offering a very personalized experience across several use cases. A fan favorite: The LoveStory product for engaged couples!
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Gregorio Schneider, Founder & Managing Partner, TC Latin America Partners, a Latin American alternative asset management firm focused on the development of real estate projects in the region. Gregorio shares the outlook for real estate investing in Latin America including the greatest opportunities and challenges, how the firm integrates ESG, DEI and more.
In this episode, Alan Wink, EisnerAmper Managing Director – Capital Markets, discusses 2023 being a challenging year for founders and investors, a few reasons behind it and why there is optimism heading into 2024.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bibhash Mukhopadhyay, Managing Partner, Sound Bioventures, a venture capital fund that invests in about-to-be clinical or clinical stage private companies in Europe and the U.S. developing therapies in specialty therapeutics areas. Bibhash shares the outlook for VC investing those companies including the greatest opportunities and challenges, how the firm integrates ESG, DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patrick Fisher, Founder and Managing Partner, Creation Investments Capital Management, a Chicago-based global impact investment manager focused on financial inclusion in emerging markets. Patrick shares his outlook for impact investing in emerging markets including the greatest opportunities and challenges and more.
Dave Chitester, Founder of Seedfunders, talks with EisnerAmper's TechTalk host Fritz Spencer about why his investment firm is focused on pre-revenue startups—from medtech to fintech—and scalable technology in Florida. In this episode, Dave shares the expectation around the use of AI from an investor perspective and how he capitalized on a change to FINRA regulations. You’ll also learn what Yogi-isms have in common with startups!
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ed Papier, President, Amadeus Wealth Alternatives, a New Jersey-based wealth management firm that specializes in alternative investments. Ed shares his outlook for investing in alternatives including the greatest opportunities and challenges. He also shares his perspectives on cryptocurrencies.
In this Episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Judd Appel, Managing Director and National Leader of EisnerAmper’s Transaction Advisory Services Group based in Florida. Judd shares his outlook for the private equity industry and M&A activity for 2024 amid the current macroeconomic environment, including how the climate is expected to impact transactions, deal valuations, due diligence and more. He will also share his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Fred Scott, Director, Impact Investing, Red Stone Equity Partners. Fred shares his outlook for investing in affordable housing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
Emeka Kanu, founder of ANI, talks with EisnerAmper's TechTalk host Fritz Spencer about transforming the corporate landscape of workforce wellness by redefining employee engagement. In this episode, Emeka discusses how his startup is advancing its vision through the launch of its corporate benefits platform and shares a lighthearted yet impactful conversation that continues to influence him as a founder.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Darrick Walker, Co-Founder of Central Valley AG Partners, an agriculture investment firm focused on California permanent crops. Darrick shares his outlook for investing in California permanent crops including the greatest challenges and opportunities. He also shares how his firm integrates ESG, DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Joe Siprut, CEO and CIO of Kerberos Capital Management, a private credit manager in Chicago with a unique focus on legal assets and litigation finance. Joe shares the outlook for niche alternative strategies including the greatest opportunities and challenges in the current market, how the firm integrates ESG and more.
Darryl Haberman, Chief Operating Officer of Rikodi, talks with EisnerAmper's TechTalk host Fritz Spencer about the strategic decision to remain laser focused on one particular use case—sports entertainment. In this episode, Darryl discusses how the company is leveraging its SAAS platform to maximize user engagement and create ROI for both professional sports fans and teams/brands.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Daniel Piderit Hernandez, Founder & Managing Partner, DPH Capital, a Miami-based global long/short equity fund. Daniel shares his outlook for global long/short equity investing including the greatest opportunities and challenges. He also shares how the firm integrates ESG, DEI and more.
In this episode of EisnerAmper’s Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications speaks with Jason MacMorran, Partner, EisnerAmper based in Baton Rouge, Louisiana. Jasons shares his outlook for the private equity industry and M&A activity for early next year amid the current macroeconomic environment, including how the climate has impacted transactions, deal valuations, due diligence and more.
Explore the intricate world of energy credits, focusing on 45L and 179D. EisnerAmper and Capstan Tax Strategies discuss the significant changes brought about by the Inflation Reduction Act and dive into the differences between these two credits, including candidate eligibility, height restrictions, potential savings, and the impact of prevailing wage requirements.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Martin, Founder & CIO of Martin Fund Management, a commodity trading advisor (CTA) based in Palm Beach. David shares his outlook for investing in CTAs including the greatest opportunities, challenges and more.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode, we discuss the growing area of AI and how it applies to the everyday person.
In this podcast, we’ll discuss common issues, key concepts, and changes to ASC 842, as well as planning opportunities for construction companies
Learn more about tangible property regulations (TPRs) in the context of cost segregation. In this episode, EisnerAmper and Capstan Tax Strategies discuss whether TPRs maintain their utility in today's tax landscape, explore their role in renovations, and unpack the expensing options they bring to the table. We also breakdown the B/A/R, Unit of Property (UoP) and materiality tests, and outlines how cost segregation studies provide essential data for applying TPRs.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Dan Carroll, CEO of Calumet Capital, a Miami-based private credit manager for plaintiffs’ law firms. Dan shares his outlook for providing private credit to plaintiffs’ law firms including the greatest opportunities and challenges. He also shares how his firm integrates ESG, DEI and more.
As the Head of Global Marketing of Masttro—a leading wealth tech company—Michael Melia brings a unique perspective to the conversation with EisnerAmper's TechTalk host Fritz Spencer. In this episode, Michael shares his journey to the fintech sector, how Masttro is leveraging AI to solve challenges in the wealth management space, and insights on how strong brands are built.
In this episode of Breaking Ground, EisnerAmper and Capstan Tax Strategies discuss the significance of being designated a "real property trade or business”, what this classification means, the pros and cons of having this status, and how it can influence the timing of financial elections. Additionally, we analyze the impact of Qualified Improvement Property (QIP) on businesses operating within the real property trade.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sameh Ahsan, Senior Investment Analyst, Exome Asset Management. Today, Sameh will share with his outlook for investing in health care, including the greatest opportunities and challenges, and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Roebuck, Managing Partner & Michelle Khong, Partner at Opera Investment Partners, a Zurich-based firm that invests in European emerging managers. They share the outlook for investing in European emerging managers, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
The Tax Cuts and Jobs Act of 2017 (TCJA) had a tremendous impact on bonus depreciation. It significantly expanded which assets may qualify for bonus depreciation and established 10 years of bonus availability from Q4 of 2017 all the way through the end of 2026.
Ten years of predictable rates allow real estate developers and professionals to strategically plan, incorporating bonus depreciation into their projections. The TCJA also removed the previous restrictions that prevented bonus depreciation on acquisitions.
The future of bonus depreciation rates remains uncertain and is subject to economic conditions and government policies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Noah Brocious, President of Capital Fund I, a real estate private debt fund manager. Noah shares his outlook for real estate private debt investing, including the greatest opportunities and challenges, and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Allen Wilen, EisnerAmper’s National Director of the Financial Advisory Services Group, about his experience acting as a receiver for a cannabis company.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Linao, Co-Founder of Progression Fund, a pre-seed and seed-stage consumer focused fund. Mark shares his outlook for investing in the next generation consumer, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode, we talk about the approaches Ahmad takes to influence behavioral change in rapidly evolving organizations, and the lessons learned through his work.
EisnerAmper and Capstan Tax Strategies explore the versatile applications of cost segregation in real estate, emphasizing its relevance throughout the property lifecycle and as a strategic planning tool for renovations. Additionally, we delve into the implications of changing bonus rates on the timing of cost segregation, providing valuable insights for real estate investors and industry professionals.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Brian Ruszczyk, Co-Founder, CEO, Earth First Food Ventures, a Geneva based venture capital firm that invests in sustainable food tech. Brian shares the outlook for VC investing in the space, including the greatest opportunities and challenges and more.
In this episode of EisnerAmper’s Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications speaks with Jacob Atkinson, Managing Partner, United Western Group, a Washington, D.C.-based private equity firm. He discusses the firm’s transaction with Veridian Healthcare, including the acquisition process, along with challenges, opportunities, navigating the due diligence process and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kris Sidial, Co-CIO and Sal Abbasi, Managing Partner, Ambrus Group, a volatility arbitrage firm focused on tail risk. The duo share the outlook for investing in this space, including the greatest opportunities and challenges, how the firm integrates ESG, DEI and more.
Founder and CEO of Yelo Funding, Dan Rubin, is making financing for college more equitable for students. In this TechTalk episode, Dan has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about his strategic approach to raising seed funding and describes an opportunity for investors to tap into a new asset class with benefits that extend beyond ROI.
Founder of Velocitas Patricia Beitler has a conversation with EisnerAmper's Technology and Life Sciences professional Fritz Spencer about her journey from IT/web developer turned entrepreneur, and the evolution of her startup into a full-service marketing & public relations agency as led by her all-women executive team. In this TechTalk episode, Patricia also talks about the future of digital media—and what strategies have made the biggest impact on the growth of her clients.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Vince Mejia, Senior Vice President of Agency Lending at Greystone, a commercial real estate finance firm. Vince shares the outlook for agency lending in multifamily and health care including the greatest opportunities and challenges, how the firm is integrating DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Kaelan Castetter of the Castetter Cannabis Group about how to succeed in New York State’s cannabis sector.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Howie and Jason Schwartz, father and son and co-founders of Always Legit, which invests in sneakers as an asset class. The duo share their outlook for sneakers as an asset class, including the greatest opportunities and challenges and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Alex Orn, Principal, Parallaxes Capital, an alternative investment manager focused on tax receivable agreements. Alex shares his outlook for investing in tax receivable agreements, including the greatest opportunities and challenges and more.
Founder and CEO of Reimagining Lab Information (“reLIMS”) and current President of TiE Silicon Valley Anita Manwani has a career distinguished by a series of pivots. In this TechTalk episode, Anita has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about her journey from seasoned corporate executive to successful healthtech founder—and how she’s helping foster entrepreneurship among the next generation.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Carlos Arcila-Barrera, CIO of Sigma Advanced Capital Management, a Chicago-based CTA focused on the commodities and carbon markets. Carlos shares his outlook for CTA investing in commodities and carbon markets, including the greatest opportunities and challenges, how the firm is embracing ESG, sustainability and more.
EisnerAmper Real Estate specialists Ralph Estel and Joe Rubin discuss with Ryan Corcoran trends they are seeing in Philadelphia and across the nation when it comes to multifamily and commercial real estate investing, transaction volume, and lending.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode, we discuss how digital transformation has been an integral part of the automotive industry.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with David Mederrick of Team Screening about some of the issues employers need to consider when hiring and vetting employees.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Horowitz, Co-Founder and CEO of Touchdown Ventures, a venture capital firm that partners with corporations to invest in early and growth-stage companies. David shares the outlook for VC investing in early and growth stage companies, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Brecker, head of client solutions, Americas, Hamilton Lane, a prominent private markets investment firm. John shares his outlook for private markets investing, valuations, investor interest and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Or Haviv, Partner & Head of Global Innovation at Arieli Capital, a venture capital firm that invests in technology. Or shares his outlook for VC investing in technology companies, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Ariel Fischman, Director at 414 Capital, an investment banking and advisory firm. Ariel shares his outlook for the private equity industry for the remainder of this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Cole Scott, President & CIO of Closed End Fund Advisors, a Richmond, Virginia-based manager of managers. John shares his outlook for investing in closed end funds, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
Founding executive team member and president of eMerge Americas Melissa Medina has a conversation with EisnerAmper's Technology and Life Sciences professional Fritz Spencer about bringing together diverse and innovative startups from around the world—and making critical connections with local founders. In this TechTalk episode, Melissa also reveals the traits that make founders and their ventures successful.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Beau Whitney of Whitney Economics about some of the key metrics for the cannabis industry and where those metrics are currently trending.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode, we discuss how digital transformation has been an integral part of the Telecom industry and how operations have evolved over the last few decades.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Whitney Sweeney, Investment Director, Sustainability, Schroders’ Global Sustainable Investment Team. Whitney shares her outlook for sustainability investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Justin Kulla, Partner, Head of ESG and Impact Investing at TZP Group, a private equity firm focused on investing in lower middle market technology and business services and consumer products and services companies in the U.S. and Canada. Justin shares his outlook for impact investing in those spaces, including the greatest opportunities and challenges, how the firm incorporates DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jesmane Boggenpoel, Managing Partner, AIH Capital, a black women-owned private equity fund based in South Africa. Jesmane, also a published author who wrote a book on racial reconciliation, diversity and inclusion called “My Blood Divides and Unites,” shares her outlook for PE investing, including the greatest opportunities and challenges, how the firm is integrating ESG, her experience being a woman in the industry and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Colby Piper and Darren Chandler Jr. of RIPCO Real Estate about the current real estate market for the Cannabis Industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Matt Geiger, Managing Partner at MJG Capital Fund LP, a limited partnership specializing in natural resource investments. Matt shares his outlook for investing in metals and mining, including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode, we discuss how cybersecurity has evolved over the years and how companies today have to stay on top of the latest technology to ensure that their systems stay secure, without sacrificing innovation.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Aubrey Sibanyoni, CEO of Herakles Investment Partners, a growth private equity firm focused on investing in attractive upper mid-market Sub Saharan African companies. Aubrey shares with us the outlook for PE investing in those companies, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of The Bottom Line Podcast, Tim Schuster, EisnerAmper Senior Manager, is joined by Andria Siciliano, EisnerAmper Director in the State and Local Tax Group. The two discuss employter considerations when hiring remote workers and the potential tax impact. The pair also discusses nexus and the possible tax exposure.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Michael Cirami, Managing Director and Portfolio Manager at Artisan Partners’ EMSights Capital Group, the firm’s newest autonomous investment franchise focused on active, differentiated strategies with broad exposure to emerging markets debt asset classes. Michael shares the outlook for global macro investing in emerging markets debt asset classes including the greatest opportunities and challenges, including how the firm is integrating ESG and DEI and more.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cory Markling, Partner in EisnerAmper’s Transaction Advisory Services Group based in the Minneapolis office. Cory shares his outlook for the private equity industry and M&A activity for the remainder of this year amid the current macroeconomic environment, including how the climate has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of CannaCast, Eric Altstadter, Partner and Leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Anne Forkutza, Head of Market Expansion & Industry Relations at Dutchie, an all-in-one technology platform for cannabis dispensaries. The two discuss Dutchie and how it helps dispensaries operate and grow.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Liridon Gila, Co-CIO/ Portfolio Manager at Sawgrass Asset Management, a Jacksonville, Florida based active growth equity and fixed income investment manager. Liridon shares his outlook for investing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Luongo, Chief Investment Officer, AIR Asset Management, a Chicago-based hedge fund management firm focused on investing in life settlements, private credit and annuities. Steve shares his outlook for investing in life settlements, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation specialists, who guides listeners through seemingly complex topics relating to technology and their use cases. In this episode we sat down with Jerry Ravi, practice leader for EisnerAmper Digital to discuss how emerging technology is changing the auditing world in positive ways, but also some new areas of concern auditors should be aware of.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ben Nye, Portfolio Manager, Narwhal Capital Management, an Atlanta-based investment manager. Ben shares his outlook for investing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Matt Bradbard, Managing Director at RCM China, a niche investment firm that pairs investors with commodities based alternative investments. Matt shares with us his outlook for investing in Chinese managed futures, including the greatest opportunities and challenges, how offshore investors can access them and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Barnali Biswal, CIO of Atitlan Asset Management, a U.K.-based crypto specialist asset manager with a focus on quantitative strategies and a market neutral bias. Barnali shares her outlook for investing in this space including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and more.
TechTonic is a podcast series brought to you by Aimann Rasheed, one of EisnerAmper's digital transformation consultants, who guides listeners through seemingly complex topics relating to technology and their use cases. In this kick-off episode, we discuss how digital transformation and AI are changing the business as we know it operates.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Marc Frishman, Managing Partner of Exagon Impact Capital, an ESG-oriented global infrastructure firm investing in Latin America and the Caribbean. Marc shares his outlook for ESG global infrastructure investing in Latin America and the Caribbean, including the greatest opportunities and challenges, how the firm is integrating DEI and more.
In this EisnerAmper podcast, Rahul Mahna, partner and leader of EisnerAmper’s Outsourced IT Services, discusses the increasing occurrence of cyber threats—both from outside and inside an organization. He explains why regular training is the best defense, the role of cyber liability insurance and more.
In this TechTalk episode, Jordan has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer about continually getting written off—and then rewriting the playbook to secure funding for the leading productivity app. Jordan also addresses the impact of the collapse of SVB on the startup community and shares valuable advice he received.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Andrew Cooper, Partner-in-Charge of the Health Care and Cannabis & Psychedelics Practice Groups at Falcon Rappaport & Berkman LLP, a unique and innovative full-service law firm, about the issues cannabis companies and entrepreneurs should consider.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Scott Storkamp at Morgens, Waterfall, a New York-based U.S. long/short growth equity firm. Scott shares his outlook for long/short growth investing, including the greatest opportunities and challenges and more.
This is an informational presentation and does not constitute an offer to sell or a solicitation to purchase any securities of any vehicle or product managed by Morgens, Waterfall, Vintiadis & Company, Inc. ("MW") and therefore may not be relied upon in connection with any offer or sale of securities. This is not an advertisement and MW is not providing any investment advice or recommendation to you. This presentation in and of itself should not form the basis for any investment decision. The information is current as of its date of publication and there is no obligation to update this information. Such information is believed to be reliable and has been obtained from sources believed to be reliable, but no representation or warranty is made, expressed or implied, with respect to the fairness, correctness, accuracy, reasonableness or completeness of the information and opinions.
In the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to consider when guiding benefit plan participants.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Will Reid, Investment Analyst at Pantera Capital, one of the largest crypto-focused venture capital firms. Will shares his outlook for venture capital investing in crypto including the greatest opportunities, challenges and more.
In the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on how plan sponsors operate on a day to day basis.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Karen O’Mahony, Managing Partner, PEAL Capital Partners, a female led lower midcap European private equity firm with a focus on diversity and inclusion. Karen shares with us her outlook for investing in lower midcap PE, including the greatest opportunities and challenges, including how the firm integrates ESG. She also shares her experience being a woman investment manager in the industry.
In this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Frank, CIO and Founder of Cloud Equity Group, a private equity firm that invests in, acquires or lends funds to startup, emerging, established or distressed companies in the cloud computing and managed IT services space. Sean shares his outlook for investing in those sectors, how if at all higher interest rates and the strong U.S. dollar has impacted the firm’s ability to finance leveraged equity investments in and bolt-on acquisitions for portfolio companies, how the economy impacted the financial and operating performance of the portfolio companies and more.
In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should consider when merger benefit plans.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patricia Lizarraga, Managing Partner, Hypatia Capital, which manages an ETF that invests in women CEOs. Patricia shares her outlook for investing in female CEOs, including the greatest opportunities and challenges, how the firm is integrating ESG, her experience being a woman in the industry and more.
CEO and Founder of Carbon Limit Tim Sperry is committed to being part of something bigger than himself. In this TechTalk episode, Tim has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer about his “passion project” and how an unexpected pivot helped position his startup at the forefront of a major environmental issue.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with John Lykouretzos, the Chief Executive Officer of Focus Growth Asset Management LP, an investor in the cannabis industry. The two discuss the capital needs of the industry and the experiences of a cannabis investor.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mike Trihy, Portfolio Manager at Bow River Capital, a Colorado-based lower middle market manager. Mike shares with us his outlook for lower middle market investing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rajeev Ranade, Partner, Climate Core Capital, a New York-based real estate investment manager that seeks to minimize climate risk. Rajeev shares his outlook for investing via climate risk, including the greatest opportunities and challenges, how the firm is embracing ESG and more.
In this episode of The Bottom Line Podcast, Jeffrey Parker, Partner and National Co-Leader of EisnerAmper's Private Client Services Group, is joined by Tim Schuster, EisnerAmper Senior Manager. The two discuss Tim's recent experience with relocating to a different state, the crucial tax considerations you don't want to miss when moving, and how to properly handle the change with your employer.
In this special podcast episode, Alan Wink, managing director for EisnerAmper's Capital Markets, examines the collapse of Silicon Valley and Signature banks. He looks at the underlying causes, possible ripple effects, what it means for depositors and the technology ecosystem, possible buyers for the banks and much more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Radhika Shroff, managing director, private equity impact investing at Nuveen, a global investment manager and wholly owned subsidiary of TIAA. Radhika shares with us her outlook for private equity impact investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with George Ashton, President of LISC Fund Management, a Washington, D.C.-based investment firm that manages and deploys impact capital into businesses and real estate investments in underinvested communities across the country.
George shares with us his outlook for impact investing in underinvested communities including the greatest opportunities and challenges, how the firm integrates DEI and more.
In the final episode of EisnerAmper’s three part series on top employee benefit plan audit issues, Brenda and Mark discuss the importance of communication between the plan sponsor and third party administrators, as well as how to effectively work with your auditors and plan administrators.
Manager of 35 Mules Danielle Mousseau leads the first in-house innovation hub backed by a global energy leader. In this TechTalk episode, Danielle has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about how this unique Florida-based innovation hub is helping early-stage entrepreneurs from around the world.
On this inaugural episode of Insights À La Carte, an EisnerAmper Food and Beverage Podcast, Rich Colloca, Partner and the firm's National Food and Beverage Practice Leader, and Kevin Nardone, Director in the firm's Private Client Services Group, are joined by Bob Richardson, Vice President of LIFO-PRO. The three cover the basics of last-in, first- out (“LIFO”) accounting and the real-world benefits and tax implications food and beverage businesses leaders need to know about this method.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kristen Phillips, Executive Director, Golden Section, a Houston-based studio and venture capital fund with a focus on B2B software.
She shares her outlook for VC investing in B2B software, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and how the firm is integrating ESG, DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Beryl Solomon Jackowitz, founder and CEO of “Poplar, Your Modern Drugstore,” an e-commerce marketplace selling a curated assortment of hemp-derived CBD products that launched in 2018. The two discuss the importance of branding and the experiences of a cannabis influencer.
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Peter Weinbach, Managing Director, Bentley Associates, a New York-based investment bank for middle market and growth companies. He shares his outlook for the private equity industry this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Audrey Weitz, managing director at New York-based Old City Investment Partners. She shares her outlook for investor appetite for alternative investment funds including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and how she is inspiring other women to go into finance.
On this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Rahul Mahna, Partner and leader of the the firm’s Outsourced IT Services team. The two discuss the impact of remote work on IT security, the risks business leaders need to be aware of, as well as best practices and preventive measures to minimize risk.
In the second episode of EisnerAmper’s three-part series on the top employee benefit plan audit issues, Brenda DeSaro and Mark Deters discuss census and payroll inconsistencies, as well as dealing with discrepancies in the plan audit.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Shonda Warner, Managing Partner, Chess Ag Full Harvest Partners, an asset management firm focused on agricultural investment opportunities. Shonda shares her outlook for agricultural investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
In the first of three episodes from EisnerAmper, Brenda DeSaro, Director in the Firm’s Pension Services Group and Mark Deters, Managing Director - Retirement Solutions for Creative Planning, look at the impact of understaffing and the Great Resignation on benefit plan audits.
CEO of The Singing Machine Company Gary Atkinson has taken his company through multiple funding rounds and a successful ownership transition. In this “TechTalk” episode, Gary has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer. The pair talk about consumer trends and business strategy, public company financing and an ownership transition that includes an insightful cautionary tale.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jordan Isenstadt, SVP and leader of the Cannabis Practice at Marino, a full-service PR and marketing firm. The two discuss the importance of strategic communications for cannabis, the tenets of a sound PR plan, and how savvy business leaders are communicating to spark business growth.
You’ve likely heard the acronym ESG mentioned countless times recently, but maybe you aren’t sure that the strategies involved make sense for your business. In this episode of ESG In Focus, Lourenco Miranda and Danielle Barrs discuss ESG strategies, what benefits they offer, and how middle market companies can make the most of these efforts.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rachel ten Brink, General Partner of Red Bike Capital, a Latina-led seed stage fund based in New York investing in fintech, ecommerce infrastructure and future of consumer. Rachel shares her outlook for investing in those areas, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
Amy Menist joins Tim Schuster on The Bottom Line, where they discuss the top trends in real estate market due to the rise in remote workers. This podcast also discusses what employees and employers should be considering regarding purchasing versus renting spaces or houses.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Siemer, CEO of Wave Financial, an over $1 billion digital asset manager based in Santa Monica. During the podcast recorded on November 8th, 2022, a notable day in the crypto industry, David shares with us his outlook for digital assets including the greatest opportunities and challenges he faces. He also addresses how the firm integrates DEI.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Neil Kaufman, Managing Member of Kaufman McGowan, PLLC, and one of Cannabis Law Report’s top cannabis lawyers. The two take a deep dive into some of the legal issues, trends, and developments industry leaders need to know going into the new year, from both federal and local levels.
With an alphabet soup of ESG standards and no final word yet from the SEC on their proposed disclosure rules it's really easy to get confused. It's normal to ask, what do I need to measure? Do I need to measure everything? And to feel completely overwhelmed. Listen in as Lourenco Miranda, Managing Director, Danielle Barrs, Director, and Charles Waring, Partner, of EisnerAmper’s ESG and Sustainability services discuss what you really need to measure and give some tips on how to do it.
As the food and beverage industry continues to command change and innovation to meet consumer wants and needs, it is paramount that leaders have the right tools to stay ahead of the curve. In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Richard Colloca, EisnerAmper Partner and National Food and Beverage Practice Leader, and Michael J. O’Donnell, President and CEO of The Belmullet Food and Beverage Group. The three cover the trends and developments will want to understand as well as insights on positioning themselves for success in 2023.
In this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Dr. Matthew Kerzner, Managing Director in the firm’s Center for Individual and Organizational Performance. The two discuss the impactful remote work trends and implications business and HR leaders need to consider throughout the entire hiring process to ensure they’re finding the right fit.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Frank Fu, Founder & CEO of CaaS Capital. He shares his outlook for fundamental and quantitative investing, including the greatest opportunities and challenges, how the firm is embracing ESG, DEI and more.
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Dan Raynor, Co-Founder and Managing Partner of Argentum Capital Partners, a New York-based growth equity firm that partners with bootstrap entrepreneurs focused on B2B software and services companies. He shares his outlook for investing in those sectors, how if at all higher interest rates and the strong U.S. Dollar has impacted the firm’s ability to finance leveraged equity investments in and bolt-on acquisitions for portfolio companies, how the economy impacted the financial and operating performance of the portfolio companies and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Kaczmarek, CEO, East End Wealth Management, an investment manager focused on fixed-income. He shares his outlook for investing in fixed-income including the greatest opportunities and challenges, his views on the SEC pushing for increased transparency, and more.
Managing Director of Capital Markets Alan Wink discusses a few VC red flags—such as deal counts and exits. Combine those with geopolitical volatility and you have the makings of a VC market slowdown. Fundraising, however, has been a bright spot. Alan will also examine what he’s looking for in Q4 as we close out the year.
In this episode of CannaCast, Eric Altstadter, Partner and leader of the firm's Cannabis and Hemp Group, speaks with Janice Grossman, President of Oregon’s Green Rush, a Family-Owned cannabis dispensary based in Eugene, Oregon. The two discuss Janice's experience operating a cannabis business, as well as various trends and topics in the industry.
In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Hubert Klein, Partner and Practice Leader of the firm’s Forensic, Litigation and Valuation Services Group. As part of International Fraud Awareness Week, the two discuss the actionable strategies and controls manufacturing business leaders can implement to better identify and mitigate fraud in their organizations.
ESG criteria can be very daunting and it’s easy to get overwhelmed by it. In this episode, Danielle Barrs, Director, and Charles Waring, Partner, break down materiality and GAAP issues to explain what companies need to measure and why. We’ll also talk about how those measurements can provide insights that could help the company reduce costs and maximize opportunities – from access to capital to creating new revenue streams.
In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Andrew Zezas, Strategist and CEO of Real Estate Strategies, a New Jersey-based corporate real estate advisory and transaction services firm. The two discuss the unique pain points manufacturing leaders face from a real estate perspective, such as warehouse management, lease structuring, how to mitigate transactional risks and more.
Founder and CEO of HearMe Adam Lippin shares his unique life experience that influenced the launch of his mission-aligned startup. In this TechTalk episode, Adam has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about how his idea became the leading, on-demand, peer support application—and his secret sauce for its continued expansion.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Juliana Whitney, founder and CEO of Cann Strategy. Cann Strategy helps cannabis business investors and operators win licenses, launch operations, expand to multiple states and develop competitive strategies. Juliana is also the co-founder of Leafsheets.com, a site that contains information entrepreneurs need to move forward in the cannabis sector.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Wang, General Partner, Creative Ventures, a deep tech venture firm investing in early-stage companies. He shares his outlook for VC investing in early-stage companies, including the greatest opportunities and challenges, how the firm is embracing DEI and more.
Accounting firms are already collecting and analyzing the company’s financials, so they are in the central seat to be able to help companies address their ESG reporting issues. Accountants will be able to attest and assure the numbers are accurate, as required by the SEC disclosure rules, and will be able to analyze trends as well. Even for companies that are not publicly-traded (and therefore do not have to file these to the SEC), these disclosures are often material to secure contracts with publicly-traded companies and/or with government agencies. Danielle Barrs, Director, and Charles Waring, Partner, both of EisnerAmper’s ESG and Sustainability services team discuss how accounting firms can help maximize these opportunities for companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Susan Wisialko, Founder and CIO of Global Infrastructure Finance, a Boston-based asset manager that invests in emerging markets infrastructure debt. She shares with us her outlook for investing in emerging markets infrastructure debt, including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Evan Kolakowski, Director of Regulatory and Quality Assurance at TerrAscend New Jersey, about how TerrAscend New Jersey complies with the rules, regulations and quality control for this budding industry.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Evan Kolakowski, Director of Regulatory and Quality Assurance at TerrAscend New Jersey, about how TerrAscend New Jersey complies with the rules, regulations and quality control for this budding industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ima Edomwonyi, Executive & Senior ESG Analyst at Franklin Mutual Advisers. He shares his outlook for ESG including the greatest opportunities and challenges, how the firm integrates it and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ima Edomwonyi, Executive & Senior ESG Analyst at Franklin Mutual Advisers. He shares his outlook for ESG including the greatest opportunities and challenges, how the firm integrates it and more.
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Pat Crocker, Managing Director, Investment Banking, Cowen. He shares his outlook for the private equity industry this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Pat Crocker, Managing Director, Investment Banking, Cowen. He shares his outlook for the private equity industry this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Clifton Hill, Senior Vice President and Global Macro Portfolio Manager at Acadian Asset Management, a Boston-based systematic investment manager. He shares his outlook for systematic investing including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
Publications, EisnerAmper, speaks with Victoria Pettibone, Chief Investment Officer & Managing Partner, Astia Fund, a Silicon Valley-based early-stage venture capital fund that invests in women entrepreneurs.
Victoria shares her outlook for VC investing in women-owned companies, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jenny Argie, owner of Jenny’s Baked at Home Jenny has been creating CBD products for several years and is now looking to produce THC products for the New York market. She had been a successful entrepreneur in the children’s furniture business before pivoting to the CBD sector.
Chief Technology Officer of Onriva Dr. Mike Remedios has spent his career leading high tech in consumer internet companies. In this TechTalk episode, Mike has a conversation with EisnerAmper’s West Coast Technology & Life Sciences Practice Leader Amar Bhatkhande about how Onriva is using artificial intelligence to empower the suppliers and buyers of business travel, and he shares advice regarding the right time to innovate and disrupt.
Lourenco Miranda, Managing Director, and Danielle Barrs, Director, of EisnerAmper’s ESG and Sustainability Services are joined by Travis Epp, Audit Partner and Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group to define ESG and sustainability and to explain the practical benefits of implementing these strategies for an organization.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Danielle Brown, CEO, Altriarch Capital Management, a Charleston, South Carolina-based private credit manager. Brown, a well-known name in the industry, who was formerly managing director at Neuberger Berman’s Dyal Capital, shares her outlook for private credit, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and how the firm is embracing DEI.
This episode introduces the EisnerAmper Early Adopter series. Early Adopters will present timely management topics for business executives This series introduces senior management challenges in becoming compliant with DoD contracts. This episode also discusses the new DoD 5200.48 Controlled Unclassified Information that was released in March 2020.
Join Lisë Stewart and Crystal Egger, President & Meteorologist with Monarch Weather Consulting, as we discuss the impact of climate change, new weather prediction technology, and the potential risks and opportunities that our changing world might bring to your business.
Managing Director of Capital Markets Alan Wink talks about the factors (e.g., geopolitical events, economic uncertainty, inflation, rising interest rates, supply chain issues) that continue to apply downward pressure on venture capital markets. But it’s not all gray skies. Fundraising and seed-stage deals continue to be bright spots.
How can family offices prepare for the coming years from a tax perspective? In this podcast with EisnerAmper host Michael Morris, EisnerAmper Tax Director Daniel Krauss highlights key tax strategies and planning opportunities for family offices and high-net-worth individuals, including family succession planning and wealth transfer techniques.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Wayne Marguilies, Cannabis & Hemp Insurance Specialist at HUB International.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Stu Zakim, President at Bridge Strategic Communications. Bridge Strategic Communications works with clients to raise, expand or reposition their profiles to their various constituencies through integrated public relations programs. Clients include start-ups and established properties in the media, entertainment and cannabis sectors.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Mark Leavitt, Managing Partner & Co-Founder of Enlightened Hospitality Investments, a New York-based growth equity fund he co-founded with restauranteur Danny Meyer. He shares his outlook for investing in hospitality and hospitality tech including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Timothy Dunn, Managing Partner and Chief Investment Officer of Terra Alpha Investments, a Washington D.C.-based sustainability investment firm. He shares his outlook for sustainable investing including the greatest opportunities and challenges, thoughts on the SEC’s rules to enhance ESG disclosures, how the firm is addressing DEI and more.
In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by George Markman, Senior Vice President at Wells Fargo’s Commercial Banking Division. The two discuss a variety of major challenges manufacturers face today—from supply chain disruption and employment shortages to rising inflation and interest rate hikes—as well as what business owners can expect in the future.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Zach Stein, Co-Founder of Carbon Collective, a San Francisco-based investment adviser focused on solving climate change. He shares his outlook for investing in companies focused on addressing climate change, including the greatest opportunities and challenges, thoughts on the SEC’s push for more transparency, how the firm is integrating DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Michael Zaytsev, Academic Director, Business of Cannabis at LIM College, that has recently created a Bachelors of Business Administration and a Masters of Professional Studies degree programs in The Business of Cannabis.
Founder and CEO of Onriva Vajid Jafri has a history of building new companies that harness the power of new technologies for the greater good of the industry. In this TechTalk episode, Jafri talks about how he’s succeeded in the travel industry and offers advice for other entrepreneurs.
In this episode of the Private Equity Dealbook, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Brett Hickey, Founder & CEO of Star Mountain Capital, a New York-based asset management firm focused on the lower middle market. He discusses his outlook for debt investing including the greatest opportunities and challenges. He will also addresses his due diligence process for providing debt financing, how debt agreements have changed, how the firm is addressing ESG and more.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kim Flynn, Managing Director, Alternative Investments, XA Investments, a Chicago-based alternative investment manager focused on interval funds. She shares her views on interval funds including the greatest opportunities and challenges, how the firm integrates ESG, the challenges of making private investments more accessible for every investor and more.
On this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Hannah Testani, CEO of Intelligent Audit, the leader in multimodal freight audit and transportation spend analytics. The two discuss some of the major disruptions facing the supply-chain today, areas directly impacted by these challenges to keep in mind, and opportunities where companies can invest to evolve their supply-chain management practices.
Join Lisë Stewart and Joan Michelson as they discuss the importance of ESG and some of the important trends we are seeing in the market. Joan, a well-known a journalist and author in the sustainability and ESG space, is a lively and dynamic speaker, who uses her vast network to encourage engagement and change. In this podcast, we’ll talk about some of those changes and what they might mean for your business.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Becky Postar, the Chief Operating Officer of Higher-Risk Deposit Compliance Solutions, Inc., a company that provides solutions to financial institutions that are interested in banking in the cannabis industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Eleni D. Janis, Managing Partner and Chief Investment Officer of Equivico, a New York City-based woman-owned impact investment management firm launched with support from the National Community Reinvestment Coalition (NCRC) that focuses on the “S” or “Social” component of ESG investing, exclusively on economic inclusion and high-volume responsible lending to small businesses including but not limited to women, people of color, veteran-owned businesses and those in low income areas. She shares her views on the importance of focusing on the social component of ESG investing, including the greatest opportunities and challenges in the space, her experience being a woman in investment management, what the firm is doing to champion DEI and more.
Matt Kerzner interviews Rob Katz on the importance of understanding the true cost of a college education. What options should parents and children consider when evaluating college choices? How do we make our college-age children accountable for the cost of higher learning? During this interview, we discuss strategic ways to think about the many options that are available to both parents and kids.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Neil Ramsey, Founder, CEO & CIO of Ramsey Quantitative Systems, Inc., a Louisville-based quantitative investment management firm that employs systematic trading strategies. A pioneer in systematic trading, he shares his outlook for systematic global macro investing, including the greatest opportunities and challenges, why he forayed into yield investing, his perspective on ESG and his thoughts on the SEC’s push for enhanced transparency.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Leon Brujis, Partner, Palladium Equity Partners, a minority-owned $3 billion private equity firm that invests in lower middle market companies in the consumer, services, industrials, and health care sectors. He discusses the 80/20 rule and how it applies to investing, the SEC’s approach to 100% disclosure, DEI and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Max Borg, Partner in the Boston based Law Firm Burns & Levinson, about the experience of the State of Massachusetts with legal recreational cannabis, which was legalized about 6 years ago.
In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Matthew Kerzner, Ph.D., Managing Director in the Center for Individual and Organizational Performance. They discuss the challenges and trends affecting recruitment and retaining talent in the Manufacturing & Distribution Industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Matt Diserio, President of Water Asset Management, a New York City and San Francisco-based investment manager deemed one of the first water industry investors investing exclusively in companies and assets that ensure water quality and supply. He shares with us his outlook for investing in those companies, including the greatest opportunities and challenges. In addition, he shares insight on ESG.
----more----Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Charles Cathlin, the CEO and co-founder of Polaris Genomics, in this episode of Government Health Insights. Polar Genomics, a service disabled veteran owned small business, which develops evidence-based diagnostics and therapeutics for individuals who face higher risk for posttraumatic stress disorder, and other mental health conditions. Charles discusses how he got involved in serving veterans, lessons he learned along the way and how he serves veterans through his business.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Todd Sherer, First Vice President, Business Development – Specialty Clients at Valley Bank about banking for the Cannabis Industry.
Tim Schuster is joined by Steve Edelstein from USI Insurance Services to discuss Cyber Security insurance and why it’s important for your business to be proactive in setting up cyber security measures.
In this TechTalk episode, CEO of MulticoreWare and President of TiE-Silicon Valley AGK Karunakaran debunks the myth that entrepreneurs need venture capital to grow a successful business. Through his third:third:third philosophy, AGK talks with Amar Bhatkhande about launching a successful business, impact investing, and active giving.
In this episode of Government Health Insights, Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Robert Rasmussen, CEO and Dan Levenson, President, Agile Six, a service disabled veteran-owned full spectrum digital services company. Robert and Dan discuss their inspiration for spearheading their business, the projects they are working to offer their services to veterans and lessons learned along the way.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Chris Callahan, President & CEO of X-Caliber Capital, an impact-focused commercial real estate, direct lending firm based in New York. He shares his views on investing in ESG-focused real estate loans, including the greatest opportunities and challenges in the space, what the firm is doing to champion DEI and more.
Managing Director of EisnerAmper’s Capital Markets Alan Wink talks about a record year for venture capital activity, puts a bow on Q4, and gives us his thoughts on what we can expect from VC investment in 2022.
In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Mary Rizzuti, Managing Director of Compensation Resources and Diana Neelman, Director with Compensation Resources, an EisnerAmper Group Company. They discuss various compensation considerations that impact both the retention and attraction of employees to a Manufacturing and Distribution company.
In this episode of Government Health Insights, which discusses the benefits of the private sector collaborating with the Department of Veterans Affairs and government agencies, Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with BJ Kraemer, Managing Principal, MCFA Global. MCFA Global is a service disabled veteran owned small business that works with the Department of Veterans Affairs focused on planning strategy, project management and construction management work. BJ discusses how he got involved in the space, including how he obtained his first VA contract, advice for his colleagues trying to partner with the government, and more.
In this inaugural episode of the Private Equity Dealbook, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Russell Greenberg, Founder & Managing Partner of Altus Capital Partners, a private equity firm in Connecticut that invests in lower middle market manufacturing businesses throughout the U.S. He discusses share his outlook for dealmaking in manufacturing businesses in North America, including which industries in the sector are poised for strong deal activity, which sectors will face challenges, his due diligence process for buying companies, what the firm is doing to champion ESG and more.
In this episode of The Bottom Line, Tim Schuster is joined by Jordan Amin, Partner-in-Charge of Private Business Services, to discuss taxes on a business sale. There are two certainties in life: death and taxes. And in this episode, we discuss some tax strategies to consider in the sale of a business.
In this inaugural episode of Government Health Insights, we discuss how the private sector can collaborate with the Department of Veterans Affairs and government agencies. Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Charles Malone, Founder, CEO, Logos BZ, a service-disabled veteran-owned small business that focuses on serving more veterans including reducing cost of care to the government and more. Charles shares with us his inspiration for launching Logos, how his experience in the Navy translated to his work at Logos, and the many lessons learned through offering his services to the government.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jewell Lim Esposito, a Partner at the Law Firm of FisherBroyles about employee benefits plans for the cannabis industry.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Sadie Raney, Co-Founder and CEO at crypto hedge fund Strix Leviathan and Co-Founder at crypto robo advisor Makara. She discusses her outlook for crypto investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, what she is doing to encourage more women to manage money and how the firm is embracing DEI.
In this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink on discussing to discuss what a business owner should do after they sell their business.
In this podcast Natalie McVeigh, Managing Director in the Center for Individual and Organizational Performance, discusses Simple Assessments; DISC or MBTI, for example. We call these four-box model assessments because they are based on four distinct personality styles people have, and the combinations between them. The results are how we present ourselves through pace, style, and personality. Knowing how we show-up allows us to better adapt our responses in various situations.
In this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Milton Kahn, Chief Operating Officer of The DAK Group, Investment Bankers to the Middle Market, on his M&A perspectives as they relate to the Manufacturing and Distribution Environment.
Tim Schuster is joined by Lisë Stewart and Alan Wink discussing the all-important aspect of selling a business: due diligence. Our experts weigh in on this process, which can be long and tedious for the seller.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Elizabeth Kase, the Co-Chair of the Cannabis Law Group at the Law Firm of Ruskin Moscou Faltischek about the license application process in New York State.
Great! You decided to sell your business. Now what? On this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink to discuss how to get ready to sell your company.
In this podcast, Nina Kelleher and Jason Vik, directors in EisnerAmper Digital, to discuss what GRC tech is, some of the technologies that it includes, and how GRC tech can contribute to your organization’s overall growth strategy.
Tim Schuster is joined by Lise Stewart and Alan Wink discussing the current red-hot buyers’ market. A question most business owners might be thinking is, should we sell? Lise and Alan talk about this question in detail in this episode of The Bottom Line.
Data is reframing the global conversation regarding advancements in health care. In this episode of TechTalk, health care innovator and advanced technology expert Radhika Iyengar joins EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande to discuss how blockchain and artificial intelligence are transforming the health care industry—and its future.
EQ is about 80% of our success in business. What is it? Why is it important? How do you measure it? Natalie McVeigh and Matthew Kerzner, Managing Directors in the Center for Individual & Organizational Performance, answer these questions and discuss how it relates to sustainable behavioral change.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Nathaniel Gurien, the CEO of FinCann, the Cannabis Banking Authority, Home of the Cannabis Banking Financial Network about the current state of cannabis banking.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Patrick Ghali, Managing Partner of Sussex Partners, who shares his outlook for the alternative investment industry, including strategies he sees most attractive and ones that face the biggest challenges. In addition, he shares his outlook for ESG, which has become more prominent in the alternative investment space.
If you and your sibling group are going to inherit assets (business, family office, vacation home) you will need to create a different set of skills and behavioral patterns that do not occur by being born into a family. Matt Kerzner and Natalie McVeigh, managing directors in the Center for Individual & Organizational Performance, discuss roles, relationships, differentiation, and failure in stewardship.
In this episode of Fraud Forum, Hubert Klein, Partner and Practice Leader for the Financial Advisory Services Group, and Jim Agar, a Managing Director in the Financial Advisory Services Group, discuss how theft and fraud occur in the workplace. Is your organization ready to combat occupational fraud?
In this episode of Fraud Forum, Mark Brown and Jim Agar, two Managing Directors with Eisner Advisory Group, discuss anti-fraud controls and how senior management attestations can help small-to-medium-sized companies strengthen their anti-fraud compliance programs. The focus is on quarterly attestations and authority matrix sign-off, and they include examples and lessons learned from investigations they have worked on over the years.
In this episode of CannaCast, Eric Altstadter, Partner and leader of our Cannabis and Hemp Group, speaks with fellow Partner Tom Cardinale, about the tax issues cannabis companies face.
We hire for talent and we fire for temperament. And we, also, usually hire in a vacuum. We could have incredibly talented people who are not clear how and when they might impact the team positively or negatively. We could also be hiring many of the same people and have a gap in our organization such as risk aversion, etc. Here are some things to consider about teams and how assessments can be a tool to enhanced performance.
In Part II of this two-part series, Youmna Assad interviews Jim Farris, the CEO of Mosser Capital, and Neveo Mosser, the CEO of Mosser Companies and Co-Founder and Chairman of the company’s private equity business, Mosser Capital. Jim discusses how the company has changed and adapted, his market outlook, and why he’s such a strong advocate for preserving the quality of affordable housing.
In Part I of this two-part series, Youmna Assad interviews Neveo Mosser, the CEO of Mosser Companies and Co-Founder and Chairman of the company’s private equity business, Mosser Capital and Jim Farris, the CEO of Mosser Capital. Neveo shares about his journey to become the CEO of Mosser and his unique perspective as an investor, owner/operator, and leader in the San Francisco business community who is passionate about workforce and affordable housing.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Jeff Schachter, President, Crawford Lake Capital Management, a trading oriented long/short equity strategy. Jeff, a 25+ year industry veteran who co-founded a few other prominent hedge funds, shares his outlook for capital raising in a mainly virtual world, how he pivoted during COVID-19, advice he has to successfully raise capital and finally, what he anticipates capital raising will be like post-COVID-19.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Ricardo Cortez, Co-CEO of Broadmark Asset Management, an $1.4 billion San Francisco-based tactical investment manager which manages long/short strategies. He shares with us his background of how he got into investing, his outlook for the hedge fund industry, including the greatest opportunities and challenges, and how he is championing DEI on both a firm-level and throughout the alternative investments industry as a whole.
If you own a privately held company, you are what is called a family enterprise. If your family has a cabin, compound or shared property it is a family enterprise system. Family enterprise systems exist when a family owns or manages an asset together and this blending of family with an asset has unique advantages and challenges. Matt Kerzner & Natalie McVeigh, from our Center for Individual and Organization Performance, will talk through the system, some ways to navigate it changing as well as discuss some best practices for non-family members to be successful co-stewards.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Chirali Patel, an attorney with Pashman Stein Walder Hayden PC, and the Founder of Blaze Responsibly, about the recently released rules for the New Jersey adult-Use Cannabis market.
Conversations can redefine the future of health care. In this episode of TechTalk, Director of Innovaccer Dipty Desai, Ph.D., joins EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande to discuss her journey as a researcher, entrepreneur, funder, and mentor where she uses technology to solve health care issues and explains how entrepreneurs can be at the forefront of innovation and science. Dipty also shares a memorable conversation that helps keep her connected to her native India.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Luis D’Amato, Partner and Portfolio Manager of Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds.
He shares his background of how he got into investing, his outlook for the fund of hedge fund industry, including the greatest opportunities and challenges in the space, how he is inspiring more Latinos to foray into money management, and how his firm is embracing Diversity Equity & Inclusion.
In this episode of CannaCast Eric Altstadter speaks with Hubert Klein, Partner and Practice Leader for EisnerAmper’s New Jersey Financial Advisory Services group, about the complexities of doing valuations for the cannabis industry.
Erick Cutler, Partner, Health Care Services of EisnerAmper, speaks with Dave Monahan, CEO and Founder of Kleer, an industry leader of subscription dental membership plans. Dave explains what a dental membership plan is, how they can improve patient experience and make care more accessible, and the operational challenges that can be solved by providing an in-house plan.
Erick Cutler, Partner, Health Care Services of EisnerAmper, speaks with Ernie Cote, Owner of Bullseye Media, a marketing and advertising firm that specializes in services for dental practices. They discuss what digital marketing can mean for dental practices, the challenges it can help solve, and how to get started even if you have limited resources and budget. He also explains what he considers to be the five stages of a practice, and how digital strategy should change depending on what stage a practice is in.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Tom Soto, Founder and Managing Partner of the Diverse Communities Impact Fund (DCIF), a Latino-owned lower middle market impact-focused private equity fund based in Los Angeles. Soto, the two time appointee of former President Bill Clinton and Team Lead for The Executive Office of the President’s Transition Team for the White House Council on Environmental Quality for President Obama, shares with us why he is so passionate about climate change, what inspired him to get into politics, his history of activism inspiring more Latinos to foray into money management and more.
Melissa Turner, Chief Hygiene Officer at Cellerant Consulting and co-founder of the American Mobile Dentistry Alliance and the National Mobile Dentistry Conference, breaks down teledentistry and mobile dental care and explains how they work individually and in tandem to create more flexibility and reach more patients in this discussion with EisnerAmper’s Erick Cutler. She provides actionable steps on how to start small to build out a teledentistry or mobile dental care offering in your practice.
Erick Cutler, Partner, Health Care Services of EisnerAmper, speaks with Florian Hillen, Founder and CEO of VideaHealth, an artificial intelligence (AI) and machine learning company created to improve the delivery of health care services for dentists, insurers, and patients. Florian explains how AI is creating a new standard of care, improving business operations, and supporting public health research. He also offers recommendations on how to start implementing AI in your practice whether you are a solo practitioner or a DSO.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Ashley Elsner, Co-Founder and COO of Artery Pay about required banking compliance and digital payments for cannabis transaction.
In this podcast of the SPAC series, Nina Kelleher, a director in EisnerAmper Digital, and Josh Gertsch, a director of product marketing at Workiva, discuss how Workiva has established itself as a go-to solution for SPACs, ways they simplify the overall process, including reporting and filing obligations, as well as transition to maintaining a strong internal control environment once the de-SPAC phase occurs.
To start a conversation, just ask. In this TechTalk podcast episode, EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande asks CEO and Co-Founder of MediaAgility Rajesh Abhyankar about how he started and grew his global digital consulting business to upwards of 400 employees—and what excites him about the future. Also, hear firsthand about a meaningful conversation that continues to influence Abhyankar today.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Brett Hickey, Founder and CEO of Star Mountain Capital, a New York-based asset management firm focused on the U.S. lower middle market.
He shares with us his views on the U.S. lower middle market, and the various opportunities he sees in making direct investments, investing in credit fund managers and finally, secondary investments in smaller private credit funds. Also, with ESG and social impact top of mind for investors, he discusses how the firm is embedding those into its culture.
Nancy Clark, Senior Manager for the Health Care Consulting Group, outlines what is known so far about a major overhaul in coding for other Evaluation and Management services, proposed for 2023. While we don’t have a great amount of detail yet, here’s what we do know from the February CPT Editorial Summary of Panel Actions.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Nicholas Vita, the CEO and co-founder of Columbia Care. One of the nation's largest medical cannabis companies, Columbia Care’s holdings include pharmacies, dispensaries, home delivery, cultivation and manufacturing facilities. Licensed to operate in 10 states, Puerto Rico and Washington, D.C., the company is currently expanding its activities throughout the U.S. and abroad. It made news last month when it purchased a Riverhead, Long Island, greenhouse for approximately $43 million dollars to help meet the anticipated demand of recreational cannabis in New York starting in 2022.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Cindy Chen Delano, Partner at Invictus Global Management, an Austin-based alternative asset management firm that specializes in investing across distressed credit and related special situations opportunities. She shares her non-traditional background going into money management, her outlook on alternative investments with respect to distressed credit and special situations, her experience being a women money manager, what she is doing to encourage more women to go into investing, and how the firm is embracing D&I.
A few months into implementation, Nancy Clark, Senior Manager for the Health Care Consulting Group, checks on how it’s going. Here’s what she’s seeing in physician practices, what went right, and what the pitfalls are.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with David Feldman, partner at the law firm Hiller, PC, and author of the column “Blunt Legal Talk” for Honeysuckle magazine, to discuss legal issues that cannabis companies face.
Are you interested in SPACs and would like to know about the 101s relating to SPAC warrants? In our first episode of EisnerAmper’s SPAC Podcast series, Nina Kelleher, a Director in EisnerAmper Digital, is joined by Angela Veal, a Managing Director in Technical Accounting Advisory Services practice, for an engaging discussion on the SEC’s statement relating to accounting for warrants, potential accounting and reporting implications, internal control considerations, CFO’s immediate next steps, and more!
Nancy Clark, Senior Manager for the Health Care Consulting Group, continues our E/M Coding conversation. Hear more details on what has changed, what was eliminated, and what the most important takeaways are.
Alan Wink, Managing Director of EisnerAmper’s Capital Markets, discusses the groundbreaking Coinbase public offering. He covers valuation, volatility and institutional investors. Alan also gives us a peak at his Q1 2021 venture capital report.
Join us as Alexa Scudillo interviews Natalie McVeigh about operating efficiently in the new now. Listen in and learn as Natalie provides us with current best practices for working from home and tools to do so.
The 2021 Evaluation and Management guideline and code changes, effective January 1, 2021, were the first major shake-up to coding in many years. Nancy Clark, Senior Manager for the Health Care Consulting Group, discusses why the change was made now, what providers should be concerned about, and how a practice can protect itself.
Conversations are at the root of entrepreneurship. In this TechTalk podcast episode, EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhandé sits down with our CEO Charly Weinstein for a conversation about leading and growing a business. Listen and enjoy; you may come away with a fresh perspective that could influence your next business decision.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Tracy McHale Stuart, Managing Partner and Chief Executive Officer of Corbin Capital Partners, a New York-based $8 billion alternative investment manager that specializes in multi-strategy hedge fund and opportunistic credit investing. She shares her views on alternative investments, how the firm has incorporated ESG into its principles, her experience being a woman in alternative investments, what the firm is doing to champion D&I and more.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with James Jackson III, Global Head of Cannabis at Mark Edward Partners, to discuss Insurance needs and issues for cannabis companies.
Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning. The planning for the business and for the personal wealth are so inter-connected that they cannot be done properly if done in isolation. There are tremendous benefits to learning more how the Advocacy Process™ and the Strategic Roadmap can help ensure the business and your personal wealth is on tack towards creating purposeful success by design.
The Employee Retention Credit (“ERC”) has taken on greater prominence since the signing of the 2021 American Rescue Plan Act. Ben Aspir, a senior manager in EisnerAmper’s National Tax Practice, discusses who’s eligible, credit amounts, timelines, the application process and more.
In this podcast Nina Kelleher, director in Process, Risk, and Technology Solutions, and Carolyn Dolci, partner and co-leader of the firm’s Law Firm Services Group, explore the risks law firms face with escrow and trust accounts and discuss proactive ways to mitigate these risks.
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Justin Ort, Chief Executive Officer of Measure 8 Venture Partners, about their cannabis investment philosophy.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kelly Chesney, Co-Founder of Pluscios Management, a Women Business Enterprise and alternatives investment specialist in Evanston, Illinois that invests in a portfolio of diverse and emerging managers. She shares her views on alternative investments, how she got into money management, how her firm has been a pioneer in investing in diverse and emerging managers, her experience being a women in investing, what her firm is doing to champion more women at a young age to foray into money management and more.
This timely interview between host Michael Morris, Director of EisnerAmper, and guest Patrick Kallerman, Research Director of the Bay Area Council Economic Institute, provides an economic update from a California perspective. Listen for key takeaways regarding the national and local economy—specifically regarding the real estate industry and how the market outlook may impact your business.
Dr. Matt Kerzner, Director with the Center for Individual and Organizational Performance, draws upon his 30+ years in the fields of strategy and HR to share best practices in these quickly changing times. This is the first in a series of informative podcasts, featuring subject matter experts, informative case studies and a wealth of examples to empower and equip our clients with the tools they need to protect this important business investment and secure their future.
In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Vania Schlogel, Managing Partner and Founder of Atwater Capital, a Los Angeles-based international private equity firm that invests in the media and entertainment space, about her views on private equity, the specific opportunities she sees, why she opened an office in South Korea, her experience being a woman in the industry and more.
Lisë Stewart interviews Barry Ramsay, an expert in manufacturing who helps investors to determine whether they will realize a desired ROI from a potential investment. Listen and learn what Barry looks for in a manufacturing operation and how this can help investors to make a wise decision.
In this episode, Alan Wink, Managing Director for EisnerAmper’s Capital Markets, looks at the pleasantly surprising VC numbers for 2020, how mega deals fared and what he has on his radar for IPOs and capital markets in 2021.
In this inaugural episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Peter Su, Managing Partner at BNB Bank, about banking in the Cannabis industry.
In this final podcast of Process Risk and Technology Solutions' series on Risk Management, Nina Kelleher and Greg Fritsky explore ways that robotics process automation (RPA) can be deployed to facilitate an effective Risk Management program.
In the second part of Process Risk and Technology Solutions' series on Risk Management, Nina Kelleher and Jason Connotillo highlight how cybersecurity enhances effective risk management.
Families and individuals of high net worth have a long history of philanthropy, in fact they contribute overall the most of any demographic. One recent survey says there are 4 reasons wealthy individuals give:
- to make the most of their personal potential,
- to create a legacy they can be proud of;
- to make a positive contribution to society;
- to give back to those less fortunate
We believe you can achieve those 4 results and engage your family in learning and developing philanthropy. Join Lisë Stewart, Natalie McVeigh and JoAnne Geylin as they discuss some techniques.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Lorenzo Esparza, Founding Principal of Manhattan West Asset Management, a Los Angeles-based alternative investments and wealth management firm, about his views on alternative investments, how he got into money management, what is he doing to champion more young Hispanics to go into investing careers and what he is doing at his firm on a whole to embrace diversity.
Darren Griffith, a Director in the Real Estate Services Group and Tony Calasciabetta, a Partner in EisnerAmper’s Bankruptcy & Restructuring Group discuss an important facet of the potential impact of COVID-19 on Real Estate: Bankruptcy.
In this podcast, the first in a series of three, Nina Kelleher and Ray Soriano, directors in our Process, Risk and Technology Solutions group, discuss the rising frequency of regulatory fines and the importance of Risk Management.
Strategy is the foundation of a business, and getting this strategy on paper, so you can share it with others is the key to strategic success. In this helpful podcast, Lise Stewart & Matt Kerzner give you some ideas for putting this process into action.
In this episode of The Bottom Line, Tim Schuster, Senior Manager in the Private Business Services Group, has a conversation with John Delalio, Managing Director of EisnerAmper’s Outsourced Accounting Services Group. John discusses why Cloud Accounting is an alternative for your business, especially during COVID-19, and how cloud accounting can help if your considering raising capital or selling the business.
We all have difference experiences, beliefs and behaviors which, when we come together, can bring a diversity of resources, but can also be challenging. Assessments can help us to understand our differences and synergies and how to describe them neutrally and utilize them powerfully, as a group. This can support us in creating alignment in our teams and hiring to fill the talent gaps we see. Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments.
Behaviors are what we do, and our attitude is how we think about things. Assessments can help us to understand both ourselves and our behavior. This knowledge can help us to create the kinds of change we desire and to harness the incredible power of our minds to become active participants in achieving our goals. Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments.
Many businesses struggle to gain clarity as they prepare to grow and transition from a traditional entrepreneurial company to one that is better positioned for a successful future. In this brief podcast, Lisë Stewart and Natalie McVeigh share a few ideas to strengthen the business, lay the foundation for the next generation, and ensure that the company has a plan and process to effectively pivot from the entrepreneurial stage to the durability stage of the business lifecycle.
If you’ve ever asked what role a board of directors can play in a real estate private equity fund, join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a board can provide and how a board of directors can help management effectively manage risk.
In this episode of The Bottom Line, Tim Schuster, Senior Manager in the Private Business Services Group, has a conversation with John Delalio, Managing Director of EisnerAmper’s Outsourced Accounting Services Group. John explains what cloud accounting is, why accurate and timely information is critical, and how outsourcing your accounting department can benefit your company.
Darren Griffith, a Director at EisnerAmper and Jennifer Samel, Tri-State Regional Workplace Manager for Newmark Knight Frank, discuss the evolving impact of the pandemic on the workplace, as well as implications for the future of the office market.
As we continue to explore the capital raising environment for funds in a virtual context against a backdrop of economic uncertainty, we turn to Garry Jensen, Managing Partner of Jensen Capital Partners, to get his insights. With an international track record of success in investment banking and capital markets, Garry is uniquely positioned to comment on the current environment for managers seeking to connect with allocators.
EisnerAmper Managing Director of Capital Markets Alan Wink looks at the VC landscape going into the home stretch of 2020 and the rise of special purpose acquisition companies (SPACs). Alan is joined by Michael Rosenberg—a director in the firm’s Process, Risk, and Technology Solutions—to discuss the impact of the Committee on Foreign Investment in the United States (CFIUS) on VC investment.
Nina Kelleher, a director in Process, Risk, and Technology Solutions, speaks with Alan Frank, a partner in Process, Risk and Technology Solutions. Alan gives some insight on how internal audit professionals are anticipating the role of the internal auditor to change in a post COVID-19 environment.
Una pandemia ofrece una gran oportunidad de fraude en los negocios. Debido a los cambios en las operaciones, las prioridades y la seguridad, estamos viendo una mayor actividad de fraude. Carol Surowiec y Nelson Luis analizan el aumento de las vulnerabilidades y ofrecen formas de mitigar estos riesgos.
A pandemic offers a huge opportunity for fraud in business. Due to changes in operations, priorities, and security, we’re seeing heightened fraud activity. Carol Surowiec and Nelson Luis discuss the increased vulnerabilities, and offer ways to mitigate these risks.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper speaks with Greg Royce, Founder and Chief Investment Officer of Maximus Long Short Equity Management, a low-net exposure industrials and materials focused hedge fund. Royce discusses how his firm experienced robust growth in assets under management amid a challenging year of capital raising for the hedge fund industry and how his firm was successful garnering investor allocations in a virtual world as a result of the COVID-19 pandemic.
Nkrumah Pierre, Director for EisnerAmper’s Friends of the Firm Program and leadership coach and strategist Raabia Shafi, discuss the opportunity to level up your personal leadership with practical self awareness. Raabia will offer three introspective exercises for boosting empathy for yourself and your team. These techniques will help you get clarity on your intentions, get a pulse on what it feels like to be on the receiving end of your leadership style, and tap into the resources in your personal and professional networks to help you evolve.
Nkrumah Pierre, Director for EisnerAmper’s Friends of the Firm Program and leadership coach and strategist Raabia Shafi, discuss how leaders set the tone for the culture of an organization and how you can take ownership of the way you impact your team and customers. Raabia will share how humans have a primal instinct to follow leaders, which makes it even more important for us to cultivate self-awareness and empathy. She'll also share her perspective on the difference between being good at your job and being a good leader, and how you don't have to be born with certain traits to be successful.
In this episode, Candice Meth, National Leader for EisnerAmper's Not-for-Profit Services Practice and Ron Dukes, Manager in EisnerAmper’s Private Business Services Group, interview Patrick O’Sullivan, a Partner at Herrick, Feinstein LLP. During the conversation, they discuss several innovative ways that not-for-profit organizations can leverage their real estate holdings to generate new revenue streams while possibly upgrading their facilities and offsetting the costs to maintain them.
Planning is the key to success, particularly for our Real Estate Families. Join Lisa Knee and Lisë Stewart as they provide a brief overview of the importance of planning ahead and the ways in which this video series is designed to help you, as a business owner, to be fully prepared for your own success!
Lisa Knee, Real Estate Partner, and Michael Rose, National Practice Leader of CFIUS Advisory Services discuss the final regulations issued by the Treasury Department implementing most of the 2018 Foreign Investment Risk Review Modernization Act (FIRRMA). Section 802 dealing with real estate transactions and Section 800 dealing with acquisitions of U.S. companies in other areas that may have national security concerns are the focus of this episode.
As asset managers face the challenges of raising capital in today’s environment, we look to Julia Mord, an investment officer at a major university endowment, for her perspective on asset allocation, manager selection, and market conditions. We also explore reasons why even institutional investors with infinite time horizons, may be sellers of risk in an uncertain market environment.
Darren Griffith, a director in EisnerAmper’s Real Estate Group, and Tim Schuster, a senior manager in the Private Business Services Group, discuss updated trends in the commercial and residential real estate markets. They explore how COVID-19 has escalated the trend of families and individuals moving out of large cities, the tax impacts of moving to a different state from where your employer is located, and the potential ripple effect on the cost of housing.
In this installment of Breaking Ground, Darren Griffith, a Director in EisnerAmper’s Real Estate Services Group, interviews Michael Cohan, Managing Partner of Opus North, a multifamily real estate investment company. Acquisitions, valuations and investor relations are the focus of the discussion, as Darren and Michael explore how multifamily investors have seen these factors impacted by COVID -19.
In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper speaks with Christopher Mizer, CEO and President of Vivaris Capital, a private equity group based in San Diego that invests in and acquires a range of middle-market businesses across various industries including healthcare and life sciences, real estate and technology.
In this episode of “The Bottom Line,” Tim Schuster of EisnerAmper’s Private Business Services Group discusses some of the state and local tax (SALT) issues related to COVID-19, including nexus and the implications of a remote workforce.
Despite the global pandemic, venture capital activity remained strong in Q2 2020. EisnerAmper Managing Director of Capital Markets Alan Wink tells us which sectors are driving growth, what’s happening with mega deals and valuations, and where we go from here.
In the final episode of the Remote Workforce Challenges podcast series, Nina Kelleher, a director in Process, Risk, and Technology Solutions, speaks with Jerry Ravi, the firm wide service area leader for Process, Risk, and Technology Solutions, and Michael Rose, partner in Process, Risk, and Technology Solutions. They highlight some ways for organizations to move forward and emerge stronger.
The Pandemic’s impact to working conditions has potential altered a company’s internal control structure and its effectiveness in deterring and detecting fraud. In this episode of the series, David Sumner, a director in EisnerAmper's Financial Advisory Services, explores the increased fraud risks created by the current environment and how to mitigate those risks.
In the second episode of the Remote Workforce Challenges podcast series, Brian Ferrara and Nina Kelleher, senior managers specializing in Process, Risk and Technology Solutions, discuss the difficulties organizations are facing surrounding financial reporting and liquidity management as a result of COVID-19.
In this inaugural episode of the Remote Workforce Challenges podcast series, Brian Ferrara and Nina Kelleher, senior managers specializing in Process, Risk and Technology Solutions, discuss the difficulties organizations are facing surrounding enterprise considerations as a result of COVID-19.
We’re excited to launch our Financial Services Podcast, Engaging Alternatives Spotlight. Tune in for the latest global trends and most up-to-date information on hot topics in the financial services industry. In this inaugural episode, Anthony Minnefor, Partner in EisnerAmper’s Financial Services Practice, and Craig Ter Boss, Principal in EisnerAmper’s Corporate Finance Group, discuss the unique valuation challenges that private equity and venture firms are facing as a result of the current global COVID-19 pandemic.
We conclude this four-part series on employee benefit plan issues with Denise Finney who discusses the need for the timely remittance of participant contributions, possible delays, plan safe harbors, and a look forward at the employee benefit plan ecosystem in the new normal.
In this podcast Darren Griffith, a director in EisnerAmper’s Real Estate Private Equity Group, and Tim Schuster, a senior manager in the Private Business Services Group, discuss trends in the real estate market where families and individuals are looking to move out of the city and into suburban living. We evaluate how COVID-19 has escalated this trend and whether or not it makes sense to live in cities.
In this episode of The Bottom Line, EisnerAmper senior manager Tim Schuster gives some helpful hints for when you find out your trusted business advisor—accountant, attorney, banker, insurance agent, etc.—is planning to retire.
In this episode, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses plan distributions under the CARES Act. She also talks about the option of taking loans against a plan and a possible spike in defaults. Denise concludes this segment with some plan distribution best practices for both companies and participants.
Bert Orlov, a Director in EisnerAmper’s Health Care Services Group, talks about the vital role of telehealth in the current health care environment. He discusses issues like insurance coding, revenue management, scheduling, and best practices for developing an effective telehealth infrastructure.
In this podcast, Bert Orlov, a Director in EisnerAmper’s Health Care Services Group, discusses the key steps in restarting physician practices post-pandemic. Bert covers how to make patients more comfortable in coming back to physician offices, ways to minimize risk, how technology and partnerships can help, and practice financial management in the new normal.
In this podcast, Matt Kerzner and Tim Schuster discuss the newly formed EisnerAmper Center for Individual and Organizational Performance. We cover the four areas of focus when consulting on human resource matters: talent management, performance management, career development and policies and procedures.
A conversation with Thomaz Gruber, Senior Vice President of Operations and Supply Chain for Sabert Corporation. Sabert is both a global manufacturer of food packaging products and an EisnerAmper client. Thomaz talks about how COVID-19 has impacted Sabert and the business lessons learned.
In episode two of our conversation with Denise Finney, a partner in EisnerAmper’s Pension Services Group, she tells us about the pension plan termination process, possible unintended consequences for plan providers, tax implications, and advice to help mitigate risk when performing a full or partial plan termination.
In this podcast, we’re talking with Robert Mirsky—Head of EisnerAmper's London office and Head of the firm's Asset Management Group—about what, if anything, has changed with Brexit as a result of the current global pandemic. Will we see a moratorium, perhaps even a Brexit cancellation?
Emotional Intelligence is a term that is bandied around a lot these days. So what is it really? How do we know if we have it and why is it important? What is ‘Toxic Positivity”?
Lisë Stewart and Natalie McVeigh, discuss the answers to these questions and why EQ is such an important skill and how we can improve it.
People are talking about stress. They are talking about coping. They are talking about managing in a very new and sometimes scary world. How can we learn ways to build our own emotional intelligence, strengthen our resilience and help others to do the same? What do effective leaders do to build the coping skills of those around them?
Join Lisë Stewart and Natalie McVeigh as they delve into these topics and address some of the questions that leaders have posed. We hope to pique your curiosity and provide a few key pointers and valuable resources to support your personal and professional development.
Garrick Brown, Vice President of Retail Research at Cushman & Wakefield, spoke with Mike Morris, Director at EisnerAmper, about the challenges and opportunities that will play out as the economy reopens, as well as what we can anticipate in a post-pandemic world.
EisnerAmper Real Estate Tax Partner Michael Torhan discusses Qualified Improvement Property (QIP), and how the CARES Act has impacted the depreciation recovery for certain qualifying improvements to property.
Tough times call for wise decisions. Our current economic situation is creating havoc for businesses of all sizes. Owners are bereft as they consider losing loyal employees. Those employees are devastated as they consider an uncertain future. In this informative podcast, Dr. Matt Kerzner and Lisë Stewart, Principal-in-Charge of the Center for Individual and Organizational Performance, tackle this tough subject with compassionate advice and practical activities that any business owner or company leader can undertake to protect the business, operate with integrity and lead with their values.
“Master Connector” Nkrumah Pierre and personal branding expert Alyssa Gelbard share their tips for making new connections on LinkedIn, their pet peeves of those who do not follow LinkedIn etiquette, and best practices for applying to jobs on LinkedIn.
In the first of this four-part series on employee benefit plan issues in the age of the coronavirus, Denise Finney, a partner in EisnerAmper’s Pension Services Group, discusses the impact on employers’ 401(k) plans, unintended consequences of reducing or eliminating contributions, and some employer best practices.
This episode of “The Bottom Line” covers how business owners can work with their trusted advisors to properly leverage the COVID-19 government stimulus programs, navigate the tax issues within these programs, and plan for the future when some semblance of normalcy returns.
Russ Haworth, ACFBA and a consultant with The Family Business Consultancy, interviews Natalie McVeigh, a director in EisnerAmper’s Center for Family Business Excellence.
In this episode, we discuss the use of assessments in helping to develop leaders within a family business. Natalie talks about acumen, where to start when looking at assessments, the role culture plays in a business, and why these are assessments and not tests. We discuss attitude versus aptitude and the fact that data tells a story. In addition, we also look at the role of coaches and mentors.
“Master Connector” Nkrumah Pierre and personal branding expert Alyssa Gelbard provide a deep dive into designing an impactful LinkedIn profile and making a positive digital first impression. Alyssa provides an in depth look into each section of a LinkedIn profile including what sections need to be completed and what a well thought out profile should say about its owner.
Q1 of 2020 began as a continuation of a strong 2019. But it became a whole new ballgame toward the end of the quarter when COVID-19 entered our lexicon. Alan Wink, Managing Director for EisnerAmper’s Capital Markets, gives his thoughts on the impact of the coronavirus on the VC world, how investors are changing their approach, and what we can expect in that now often-used phrase, the “new normal.”
Many natural entrepreneurs have visions of starting a successful business. Unfortunately, less than 14% of new businesses actually survive. In this informative podcast, we discuss some of the most important steps to take to ensure that your new business can grow and thrive, providing a lifetime of personal and financial rewards.
In this Friends of the Firm podcast, we discuss with Director in EisnerAmper’s Center for Family Business Excellence, Natalie McVeigh, how understanding neuroscience and human behavior can lead to a successful job interview. Natalie will share the validity of emotions, the meaning of enthalpy, how story telling lights up the brain, why we should smile, and more.
In this special episode of a “Wink & a Glance at Venture Capital,” Alan Wink, Managing Director for EisnerAmper’s Capital Markets, discusses COVID-19 and companies’ race to accumulate cash. Among other topics, Alan talks about a few things companies should be doing now to maintain long-term liquidity.
Natalie McVeigh, a director in EisnerAmper’s Center for Family Business Excellence, talks about the mental impact of COVID-19, including the neuroscience impact of a crisis, how people can enhance their mindsets, and what the long-term impacts on the human brain might be.
In this episode of Breaking Ground, EisnerAmper real estate veteran Dan Kaplan talks about the many facets of utilizing a real estate private equity fund structure, including regulator impact, risk mitigation, cash management and more.
In this episode of “The Bottom Line,” Tim Schuster, an advisor in EisnerAmper’s Private Business Services Group, discusses low-interest SBA loans for businesses impacted by the coronavirus. Tim explains the types of loans available, who qualifies, and how to apply.
As the government works on economic stimulus measures in light of the coronavirus outbreak, EisnerAmper business consultant Tim Schuster gives a high-level overview of the “Families First Coronavirus Response Act” and what it means for both employers and employees.
Lisë Stewart, the leader of EisnerAmper’s Center for Family Business Excellence, discusses the impact of COVID-19 on the family business landscape, the concerns she’s hearing from clients, and things family businesses should be doing right now to help them cope over the long-term.
Cushman & Wakefield Head of Americas Capital Markets Research David Bitner spoke with EisnerAmper West Coast Real Estate Private Equity Leader Todd Hankin about deploying capital in a mature-cycle environment, his take on the current economic drivers in real estate, and more.
How should businesses in the Bay Area plan for the year ahead? EisnerAmper Director Michael Morris asks Patrick Kallerman, Research Director of the Bay Area Council Economic Institute, to weigh-in on the 2020 projections for the real estate industry and how the market outlook may impact businesses. Hear the key takeaways regarding the global, national and local economy.
Joe Rubin, a senior advisor in EisnerAmper’s Real Estate Group with 30 years’ experience, examines the impact on the real estate sector of key economic indicators, liquidity, demographic trends, inventory and more.
Matt Kerzner and Tim Schuster discuss the fourth step in the process for succession planning, Execution & Accountability.
In this inaugural podcast of Breaking Ground, real estate insights, Ken Weissenberg, Tax Partner and Co-Leader of EisnerAmper’s National Real Estate Group, shares insights from the latest round of Treasury and IRS guidance on QOFs, the impact these regulations could have on investors, and still-unresolved issues surrounding QOZ investing.
Dave Plaskow and Tim Schuster are joined by Lindsey Gross from EisnerAmper’s Outsourced Finance and Accounting services group to discuss what an outsourced CFO is, when would you want to outsource your CFO and how this can impact the Great Transition (silver tsunami).
EisnerAmper’s Managing Director of Capital Markets Alan Wink looks at the dynamics of venture capital for the decade of the 2010s, lessons potential IPO candidates could learn, and how he sees the VC market evolving over the 2020s.
Jonathan Bergman from TAG Associates discusses Lessons Learned in a Multi-Family Office with Tim Schuster and Matt Kerzner.
Jonathan Bergman from TAG Associates discusses Family Office Investments with Tim Schuster and Matt Kerzner.
Candice Meth, National Leader for EisnerAmper’s Not-for-Profit Services Practice, sits down with Kelly Mathews, the COO for the New York Council of Nonprofits, for an in-depth discussion around best practices and recent observations with respect to not-for-profit governance.
Engaging in small talk at a networking event can be enough to intimidate anyone. Isabella Brilliant, EisnerAmper HR specialist and Friends of the Firm administrator gives us her five proven tips for successful networking—along with a successful real-life example. As an added bonus, Isabella gives us an update on the Friends of the Firm recruiting program.
In this episode, Tim Shuster, Jessie Cardona and Greg Bilecki, from EisnerAmper’s Private Business Services Group, discuss the who, what, when, where and whys of 1099 forms.
In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the Family and Medical Leave act.
In this episode of The Bottom Line, Jane Romanowski, from ADP, and Tim Schuster discuss the new overtime rules.
Matt Kerzner and Tim Schuster discuss the third step in the process for succession planning, Growth and Values.
In this Friends of the Firm podcast, we examine one of those little things that can make a big difference: the thank-you note. FOF Director and master connector Nkrumah Pierre shares his tied-and-true tips for what should be included in a thank-you note, the proper length, when to send one and more.
As we close out 2019, Robert Mirsky, head of EisnerAmper's London office and leader of the firm's Asset Management Group, takes a look at where we are in the Brexit process, the December U.K. general election, and what all this means for asset managers in both Great Britain and the U.S.
In this installment of “The Bottom Line,” EisnerAmper business consultant Tim Schuster offers company owners a few proactive things to think about as we approach the end of 2019. He covers taxes, budgeting, business structure and more.
The 2017 Tax Cuts and Jobs Act changed the ground rules for both taxpayers and tax practitioners alike. In this podcast, Co-Leader of EisnerAmper’s Personal Wealth Advisors practice, Timothy Speiss, discusses what has surprised him the most, client sentiment, and what 2020 might have in store with respect to tax reform 2.0.
Also known as workplace fraud, it includes assert misappropriation, corruption and financial statement fraud. While challenging to counter, this blog gives several effective tips to mitigate.
In this episode of “A Wink and a Glance at Venture Capital,” EisnerAmper Managing Director of Capital Markets Alan Wink recaps Q3 of 2019. Alan mentions a key record that was broken this year, mega deal momentum, and what he sees for the 2019 finishing line.
Matt Kerzner and Tim Schuster discuss the second step in the process for succession planning, Governance.
David Sumner, a director in EisnerAmper’s Financial Advisory Services Group talks about detecting and responding to fraud at not-for-profits. Useful advice for any type of organization, David discusses the factors that can set the stage for fraud, along with best practices to be proactive as well as how to respond to incidents of fraud should they occur.
Meredith Brown and Kristen Whelan from ADP join Tim Schuster as they discuss the importance of hiring employees who can legally work in the United States.
In this episode Dan Gibson, partner in EisnerAmper's Private Business Services Group, and Tim Schuster, Senior Manager, discuss real life examples of instances of fraud and the three factors that incentivize fraud.
In this episode of The Bottom Line, Tim Schuster and Steve Abbott, president of Abbott Consulting Group, discuss some of the ways your business can take advantage of state tax incentive programs, such as through relocation, investment and staff training.
Matt Kerzner and Tim Schuster discuss the first step in the process for succession planning, the Transition/Exit Strategy.
Matt Kerzner and Tim Schuster discuss the six steps the Center for Family Business Excellence takes a client through regarding succession planning.
The IRS sent a recent round of letters to cryptocurrency investors regarding their reporting obligations. Tim Speiss, Co-Leader of EisnerAmper’s Personal Wealth Group, discusses why someone would receive a warning letter, what they should do, penalties for failing to report, and the long-term tax outlook of cryptocurrency investment.
Nancy Vailakis from IQ-EQ joins Matt Kerzner and Tim Schuster to discuss various types of charitable efforts.
Meredith Brown from ADP joins Tim Schuster to employee versus employer perspectives on the evolution of compensation, financial wellness and employee incentives.
With his pulse constantly on the VC market, EisnerAmper director Alan Wink examines Q2 2019. He tells us if we are on pace to match 2018’s record year, what’s on tap for the next quarter, and if this will go down as the year of the mega deal.
You’ve heard of employee benefits like 401(k)s, life insurance, and paid vacation time. But with changing demographics and technologies, companies are looking at alternative types of benefits to attract and retain talent. EisnerAmper business advisor Tim Schuster examines what some of these are, who’s using them, and if they’re having the desire result.
In this episode, Matt Kerzner and Tim Schuster have a high level discussion regarding the importance of maintaining and protecting Human Resources using the human resource diagnostic model. By developing policies and procedures can help maintain a healthy organization.
EisnerAmper Private Business Services advisor Tim Schuster looks at executive compensation, an increasingly broad issue that impacts both companies and prospective executives. Going beyond merely salary, Tim covers option grants, deferred compensation, fringe benefits and more. He also examines what to be aware of when preparing an executive compensation package.
In this podcast, Partner-in-Charge of EisnerAmper’s Pension Services Group Diane Wasser talks about today’s many complex challenges facing employee benefit plan administrators. Diane also shares her time-tested guiding principles, the current state of the pension sector, and a pair of real-life case studies.
Matt Kerzner and Tim Schuster are joined by Alan Scharfstein, from the DAK group, to discuss the mergers and acquisitions market and company exit strategies. If you are not prepared for your exit strategy, you should begin the process as soon as possible.
In this inaugural podcast, EisnerAmper Director Nkrumah Pierre talks about an innovative program to match business and finance executives with career opportunities. He covers the origins, scope and even a real-life case study. Nkrumah concludes with how you or your firm can benefit from this unique initiative.
The game of golf is alive and kicking, according to Jeff Boyle, EisnerAmper senior business advisor. In this episode of “The Boyleing Point,” Jeff looks at the business side of golf: courses, equipment, apparel. With Tiger’s historic win at the 2019 Masters, is golf poised to break some revenue numbers? We’ll also examine the impact of Millennials and legalized gambling on the game of golf.
In this episode, Matt Kerzner and Tim Schuster have a high-level discussion regarding Developing Human Resources and using the Human Resources Diagnostic Model to positively impact your ability to develop great talent to your firm.
In this episode, Matt Kerzner and Tim Schuster discuss the Family Office Environment with special guest Nancy Vailakis from IQ-EQ.
In this podcast, Nick Cowan, the CEO of the Gibraltar Stock Exchange - the world’s first stock exchange to offer the listing services for digital debt securities and digital funds - discusses how Gibraltar is shaping global innovation and regulation in the cryptocurrency space.
It looks like 2019 picked up where 2018 left off in the venture capital world. EisnerAmper Director of Capital Markets Alan Wink looks at deal sizes, who’s on his IPO radar and if the good times will last.
In this episode of “The Bottom Line,” Lindsey Gross of EisnerAmper’s Outsourced Finance and Accounting Group joins Tim Schuster from Private Business Services to discuss the differences between these two areas, give us a couple of client case studies that demonstrate those differences, and which types of client could benefit from each.
Matt Kerzner and Tim Schuster continue the conversation of the Diagnostic Model for Human Resource Management; specifically Rewarding Human Resources and why it’s important.
March Madness is the topic of today’s episode. EisnerAmper senior business advisor Jeff Boyle talks about the tremendous growth of this NCAA tournament, the evolution of streaming and online viewership, the impact of wagering and much more.
In this podcast, John Delalio, Managing Director of the EisnerAmper Cloud Accounting Services Group, tells us how cloud accounting is much more than virtual bookkeeping, the technology behind it, and which stakeholders and industries can benefit. John also gives a real-world example of a client issue, cloud accounting solution and the interesting outcome.
Promoting your business via social media is the best deal out there. Why? It’s free. This episode of “The Bottom Line” looks at how you can use social media to grow your business. We examine the different communication platforms available, how to take the first step, when to post, and some other key points to help foster success. So let’s get started.
In this EisnerAmper podcast, we talk with one of the leading journalists currently covering the accounting profession, Dan Hood, Editor-in-Chief of Accounting Today. Dan tells us about what today’s successful content model looks like, if the perception of “fake news” is impacting professional publications, one of his most interesting interviews, and more.
Host, Dara Albright, interviews Tom Cardinale, Tax Partner at EisnerAmper, to obtain insights and expertise on reasons behind the lack of cryptocurrency tax reporting, the importance as well as the challenges of good recordkeeping in a market that never sleeps, and the tax implications of cryptocurrency loans – a rapidly growing segment of the industry.
In this episode, Matt Kerzner and Tim Schuster have a high-level discussion regarding attracting talent and using the Human Resources Diagnostic Model to positively impact your ability to attract great talent to your firm.
This episode of the “The Bottom Line” examines two high-profile NJ legislative initiatives: the Family Leave Act and an increase in the minimum wage. Tim Schuster from EisnerAmper breaks down the fine points of each and what your business needs to do to get ready.
Senior business advisor Jeff Boyle looks at NFL viewership numbers for 2018, how they compare to the 2017 season, as well as lessons learned for next year. Jeff also gives some of his initial thoughts on the debut of the upstart Alliance of American Football (AAF) League.
Managing Director of EisnerAmper’s Public Sector Advisors LLC Michael Imber spoke with The Bond Buyer at the 2019 National Outlook Conference in New York City. The pair discussed potential health care reform, unique approaches to resolving pension underfunding, legislatively creating an environment where assets can realize growth, and using innovation to develop solutions without increasing taxes. Michael, a self-proclaimed “assert evangelist,” also moderated a conference panel on long-term pension liabilities and trends—highlighting some eye-opening statistics on pension obligation bonds.
A great New Year’s resolution for your business, if you already aren’t doing so, is to develop a quarterly planning calendar. In this episode of The Bottom Line, EisnerAmper manager Tim Schuster gives you a blueprint for developing this how-to list, including the key action items for each quarter.
It was a record-setting year for venture capital as well as exits in 2018. EisnerAmper Director of Capital Markets Alan Wink breaks it down and discusses if VC investment can keep up this furious pace in 2019.
In this episode, Matt Kerzner and Tim Schuster have a high-level discussion on the human resource process (acquiring, rewarding, developing and maintaining, as well as mitigating risk) and how you can implement an effective HR process at your business.
If the government shutdown proved anything, it’s how many Americans are living paycheck to paycheck. Are you financially ready in the event of a job loss, extended illness or some other emergency? EisnerAmper Private Business Services advisor Tim Schuster offers some helpful tips on creating (and sustaining) a fund that can help you sleep a little better at night should a crisis arise.
A pair of new professional football leagues will launch over the next two years. In this episode, we look at what could make the XFL and the AAF an attractive business opportunity, broadcast options, financial backers, sports gambling and other factors that hope to give these new leagues staying power and not just be one-year wonders.
While the headlines in the U.S. center on the government shutdown, things have heated up in Europe as the Continent is focused on Brexit. Robert Mirsky, Head of EisnerAmper's London office and Head of the firm's Asset Management Group for the U.K., gives us his front-row perspective on how companies in the asset management sector are planning for either a “hard” or “soft” Brexit.
In this EisnerAmper podcast, Michael Imber—managing director in EisnerAmper’s Financial Advisory Services Group and leader of its public sector advisory services practice—discusses ways in which, over time, the shutdown could adversely impact a growing number of individuals and businesses. Michael also examines the impact on state and local governments, his particular specialty, and what his advice to these types of clients is.
In this podcast, Deborah Friedland, head of EisnerAmper’s Hospitality Advisory Services, and Lena Licata, a director specializing in Process, Risk, and Technology Solutions, discuss the massive data breach at Marriott International. Our experts examine what set the stage for a cyber attack, the type of data taken and by whom, what remedial measures the hotel chain is taking, how your company can proactively prevent such a hack, and more.
In this episode; Matt Kerzner and Tim Schuster discuss the External and Internal Environmental Influences and how this impacts the Strategic Roadmap.
In this debut episode of The Full Count, EisnerAmper business advisor Jeff Boyle looks at the growing presence of legalized gambling in professional sports. Jeff discusses where it’s headed, the money and technology behind it, and how it plays into the fan experience.
In this episode of The Bottom Line, Tim Schuster from EisnerAmper’s Private Business Services Group talks about the challenges, conversation topics and planning opportunities for members of the sandwich generation—those individuals who are responsible for raising their children as well as caring for aging parents.
In this episode of "Generations in Family Business: Past, Present and Future", Matt Kerzner and Tim Schuster discuss, high level, what the Human Resource Management Diagnostic Model is and how it can be implemented in your business.
EisnerAmper Director of Capital Markets Alan Wink examines VC investment for the third quarter of 2018, along with some possible heavyweight IPOs for 2019. Alan also shares that VC investment thus far for 2018 has been red hot. But does he think the total for the year will surpass $100 billion?
Matt Kerzner interviews both Nkrumah Pierre and Allen Geller on the importance of using an executive search firm to find the right executive for your organization.
Dave Katz, Senior Manager in EisnerAmper’s Technology and Life Sciences practice, talks about the rise and fall of Theranos. He explains what took them from biotech unicorn to dissolution, the fallout, and how companies and investors can mitigate risk.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of having the right trusted advisor to help family owed business be successful.
As NJ initiates paid sick leave, The Bottom Line examines the requirements for business owners, the five reasons for which employees can use sick leave, and what business owners should be doing now to ensure a smooth implementation.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner, Nkrumah Pierre, and Tim Schuster discuss the importance of how family-owned organizations should prepare themselves for recruiting and hiring non-family members in to C suit positions to insure that they not only have right fit in regards to technically sound candidates bit also the right culture fit for the organization and the family.
The final installment of EisnerAmper/CloudAccess’ Managed Security Services Podcast addresses the best practices in security management. Jerry will cover setting and monitoring preventative and detective controls, as well as governance, risk assessment, data loss, vendor management, cultural awareness and incident response. Kevin will address the various tools companies use to manage security and the importance of integrating all of those applications for management and audit.
In our fourth episode of the Managed Security Services podcast, Jerry and Kevin highlight some of their most significant before and after cases of clients using MSSP. From a large healthcare company who needed visibility over their IT assets to a small private equity firm that wanted to better understand the risk posture of their portfolio companies, learn from these real life case studies.
In this third installment of the EisnerAmper/CloudAccess podcast on Managed Security Services, Jerry and Kevin address the static reports that your MSSP should be providing, what access you, as the company, should be able to access at any time and what you should be doing with the information you receive.
In this episode, Jerry Ravi and Kevin Nikkhoo have returned to address how companies should prepare to engage with an MSSP. They will highlight the expectations buyers should have around the provider they use and the services offered.
In this inaugural podcast from EisnerAmper and CloudAccess, Jerry Ravi, Partner in Charge of EisnerAmper’s Process, Risk and Technology Solutions, and Kevin Nikkhoo, CEO of CloudAccess, introduce the concept of a Managed Security Services Provider (“MSSP”), and the fears and issues that typically lead a company to seek out an MSSP.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of Individual Actions on a business and how this important to the success of a company, we also summarize the Strategic Roadmap Process.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Initiatives and Projects of an organization and how this fits in with the Strategic Roadmap Process.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Strategies and Measures using a three prong approach: Business Development, Operating Efficiency and People Development.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Objectives and Goals and how this is part of the Strategic Roadmap Process.
In this special episode of a Wink & a Glance at Venture Capital, EisnerAmper Director of Capital Markets Alan Wink examines Governor Phil Murphy’s NJ Innovation Evergreen Fund. Alan explores how companies qualify, the fund’s unique structure, how the state plans to finance it, and the critical role of VC firms in this public/private partnership.
In this episode, we look at New York City’s proposed annual cap on the number of ride-sharing vehicles, such as Uber and Lyft. Learn who the winners and losers are, the cap’s scope, as well as the larger implications for this unique urban initiative.
The economy seems to be chugging along, with unemployment at record lows. The Bottom Line looks at why some of that optimism needs to be tempered and what companies need to do in an increasingly competitive recruitment landscape.
In this episode, Tim Schuster, from EisnerAmper’s Private Business Services Group, tells us why it is definitely not a good idea to be without will. One key reason: Do you really want the state deciding how to dispense your assets? Tim also explains how the process has gotten somewhat more accessible and the three Ws of estate planning.
The Bottom Line looks at some of the common IRS scams out there, who the bad actors target, what you can do to protect yourself, and what you should do if you fall victim to one of these scammers.
In this wide-ranging discussion, EisnerAmper’s Transfer Pricing Practice Leader Dr. Henric Adey gives us the latest on Brexit, including how the Irish border and the customs implications are currently at the center of the debate, the increasing likelihood of a hard Brexit, and what he’s advising clients in light of recent developments.
Join Gary Bingel, EisnerAmper’s National SALT leader, and Tim Schuster to learn more about the Supreme Court’s decision and how to prepare for the challenges and opportunities to come.
Children growing up in family businesses often feel trapped because they have been given titles and salaries that are not commensurate with their skills and education, but have a lifestyle that is now dependent upon their financial status. A failure to earn respect and position by virtue of our skills and actions tends to destroy both our sense of personal value and our surrounding relationships. To avoid trapping the next generation in a life of constant failure, ridicule, low self-esteem and frustration, Lisë Stewart offers some simple guidelines for parents to consider. A little planning can make the difference of a lifetime.
In this episode of a “Quarterly Wink & a Glance at Venture Capital,” EisnerAmper Director of Capital Markets Alan Wink examines the first half of 2018, touches on roles artificial intelligence and fintech are playing, and tells us what he’s looking for in the second half of the year.
Cryptocurrency still has the reputation for significant price swings. In this episode, we look at a new contender—with some big backers—that’s tied to the U.S. dollar to help temper that volatility.
Tim Schuster, in this episode of The Bottom Line, examines the landmark Supreme Court decision in the Wayfair case on e-commerce taxation. Tim looks at what’s behind the decision, how broad the impact will be, and what you can do to prepare if you sell online.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Vision and how this is part of the Strategic Roadmap Process.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing and organizations core values and how this is part of the Strategic Roadmap Process.
TechTalk takes a look at Aerobotics, that is using drones to help farmers in South Africa. This promising technology can help increase crop yields by gathering valuable data on disease, pests, droughts, fertilization and more.
Charly comments on the degree of risk and the sustainability of real estate investment in the Bay Area.
Charly sees the biggest hurdle to our clients as being ever increasing burdens of regulatory complexity.
Charly comments on the inflow of foreign investment dollars and how the flow into the US is not diminishing but growing as investors will always seek stability and in this regard the US remains #1.
Charly observes that private equity investment does look to real estate as a source of yield and safety.
Charly comments on the inflow of foreign investment dollars and how the flow into the US is not diminishing but growing as investors will always seek stability and in this regard the US remains #1.
Tim Schuster gives us The Bottom Line when host Dave Plaskow recently received a NJ Department of Labor questionnaire concerning some freelance writing assignments from a couple of years ago.
This episode of The Bottom Line takes a look at newly elected Governor Phil Murphy’s inaugural NJ budget. We’ll highlight some the proposed revenue raisers along with what’s on the governor’s shopping list and how these could impact state residents.
In this episode of the Dave and Dave show, we look at a 3D-printed housing community for needy families in El Salvador. We discuss who’s involved, what the goals are, some of the attached business issues, and how this could be a technological game-changer for affordable housing, the homeless, those impacted by disaster and others.
In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of mission statement and how this is part of the Strategic Roadmap Process.
In this segment, Carolyn Dolci—partner and leader in EisnerAmper’s Law Firm Services Group—discusses tax reform within professional services firms and how the 2017 Tax Cuts and Jobs Act will impact bonus depreciation.
In this segment, Carolyn Dolci—partner and leader in EisnerAmper’s Law Firm Services Group—discusses what you need to know about expensing meals and entertainment under the 2017 Tax Cuts and Jobs Act.
TechTalk looks at 23andMe’s DNA test-taking kit and its recent approval by the FDA to scan for certain breast cancer genes. We examine the possibilities and limitations, where the market is headed, and what it means for the biotech industry and its business advisors.
In this episode of The Bottom Line, EisnerAmper Private Business Services Group manager, Tim Schuster, discusses some of the individual taxation questions bubbling up from clients in the wake of tax reform. Tim tells us about the impact on deductions including itemized, state and local, mortgage interest and qualified business income.
In the inaugural podcast of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss what the Center of Family Business Excellence is and the tools that we can use to help with the needs of a family business; our Strategic Roadmap Process.
Lisë Stewart and Matt Kerzner discuss the value and purpose of setting up a family council – including the structure, process and potential pitfalls.
The TechTalk examines a few interesting things Amazon is up to on its march toward global e-tail domination, such as its choosing a city for its new headquarters, its foray into health care, Amazon Go and more.
From converting to a C corporation to the new meals and entertainment rules and beyond, the 2017 Tax Cuts and Jobs Act has touched business of all sizes. In this episode of “The Bottom Line,” EisnerAmper manager Tim Schuster talks about the seven questions he’s receiving the most from clients on tax reform.
In this episode of a “Quarterly Wink & a Glance at Venture Capital,” EisnerAmper Director of Capital Markets Alan Wink gives us the highlights of Q4 and his thoughts on 2017 as a whole. Was it really the year of the unicorn? Finally, Alan looks ahead to the 2018 VC market.
In this episode of “The Bottom Line,” EisnerAmper Private Business Services manager Tim Schuster talks about the benefits of a retirement savings plan for companies. Tim looks at SEP IRAs, SIMPLE IRAs, and Solo 401(k) plans and tells us about the eligibility and contribution limits for each.
This episode of TechTalk covers a unique, FDA-approved EKG device for the Apple Watch. We’ll discuss the science and the business behind this promising new technology, as well as how the market for smart watches is doing.
In this episode of The Bottom Line, Tim Schuster, a manager in EisnerAmper’s Private Business Services Group, discusses how starting a college savings account —sooner rather than later—can help alleviate “sticker shock” for your child’s college education. Tim talks about the different state-sponsored 529 plans, what you can use the money for, the tax benefits involved and more.
Tim Schuster, a manager in EisnerAmper’s Private Business Services Group, examines the differences between health savings accounts (HSAs), health reimbursement accounts (HRAs), and flexible savings accounts (FSAs). Tim looks at things like who funds the plan, who owns it, taxation, contribution limits and what happens to unused funds at year’s end.
In this December 2017 update, EisnerAmper’s Transfer Pricing Practice Leader Dr. Henric Adey brings us up to speed on where we are in the process. Henric discusses what the key issues are at this juncture, how close Britain and the EU are on each issue, and what he’s advising clients.
In a year of big news stories, tax reform is right up there. In this wide-ranging podcast, Timothy Speiss—the Partner-in-Charge of EisnerAmper’s Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning—talks about key issues to keep an eye on, some below-the-radar elements of tax reform and what taxpayers can do to stay ahead of the curve.
In this final TechTalk podcast of 2017, we examine a few of the technology headlines that caught our attention toward the end of the year. In this “potpourri” episode, Dave Katz, senior manager in EisnerAmper’s Technology and Life Sciences practice, discusses net neutrality, the data hack at Uber and some misbehaving drones. Dave also gives us a taste of what might be on the podcast menu for 2018.
Access to financing can be the life blood for most closely held businesses. In this episode of “The Bottom Line,” EisnerAmper manager Tim Schuster looks at several categories of Small Business Administration (SBA) loans. He covers what lenders examine in the approval process as well as how business advisors can help you make the most of the process.
Listen to host Brett Dearing, CEPA and experienced professional Matthew Kerzner from EisnerAmper have a candid conversation on the issues surrounding today’s family owned businesses. Matthew will also discuss the process and resources he utilizes at EisnerAmper to assist a family owner with resolving complex issues that can impact the success and very livelihood of the business.
In this episode of TechTalk, we talk about the debut of the world’s first ETF powered by artificial intelligence (AI). We discuss the technology behind it, if it impacts a fund’s expense ratio and, most importantly, how it’s performing.
Robert Katz, a managing director in EisnerAmper’s Financial Advisory Services Practice, gives us a high-level view of the bankruptcy process: the keys to a successful restructuring, what to know about the post-bankruptcy phase, and how the process is impacted depending on your business sector. Robert takes you through an interesting case study and tells you how important bankruptcy is as a barometer of the economy.
Jimmy Mo, an EisnerAmper partner who leads the firm’s Not-for-Profit Services Group in Pennsylvania, reviews FASB ASU 2016-14. If you’re a not-for-profit executive, you need to know about this update and its 5 requirements. Jimmy talks about the reason for this significant update, implementation timeline, the opportunity it represents, and why you shouldn’t wait to have a conversation with your business advisor.
The iPhone X has put a renewed spotlight on facial recognition technology. EisnerAmper senior audit manager Dave Katz gives us a little history on this unique type of technology, some of the underlying privacy and security issues, what the market looks like and which companies are leading the charge.
In this episode of a “Wink and a Glance at Venture Capital,” EisnerAmper Capital Markets Director, Alan Wink, gives us some highlights of the Q3 2017 VC market. Alan examines later-stage deals, seed- and early-stage funding, and how the venture capital markets are poised for the last quarter of this year.
In this episode of “The Bottom Line,” EisnerAmper’s private business services manager Tim Schuster tackles the always popular—and sometimes contentious—issue of succession planning. Tim covers the challenges and underlying financial issues and gives his prescription for a healthy business transition.
With Mother Nature in a particularly destructive mood lately, Tim Schuster, EisnerAmper private business services manager, discusses the need for proactive disaster planning. Tim gives us a few areas that businesses can focus on to protect themselves, keep their operations running and maintain financial stability.
Perhaps not thought of in the same biotech vein as San Francisco or Boston, Philadelphia has much to offer the life science community. Steve Doneson, an EisnerAmper LLP auditor specializing in technology and life sciences, discusses the key ingredients that make up any vital hub (workforce, tax incentives, research facilities, incubators, financing) and what the City of Brotherly Love has to offer. Steve then reads the tea leaves and gives you an idea of where this burgeoning biotech hub is headed.
EisnerAmper senior audit manager Mike Stuhltrager discusses the myriad business and financial issues construction firms should be up to speed on. Mike touches on everything from the latest construction accounting regulations to infrastructure spending. He shares that his advisory role is as much about process improvements as it is about revenue recognition and lease accounting.
Welcome to the debut of “The Bottom Line,” a podcast specifically designed for closely held businesses. Our guide is EisnerAmper manager of private business services Tim Schuster. In this episode, Tim breaks down what a closely held business is, the alphabet soup of different business formats, and how this all impacts the role of business advisors. We’ll also get a sneak peek at other topics we’ll tackle in the near future regarding this noteworthy market segment.
In this episode of “The Dave & Dave Show,” we discuss the technology and financing issues related to the possible return of supersonic air travel. Which financial heavyweights are behind tech companies such as Boom and Aerion? What does today’s market look like for this type of air travel? And can these start-ups navigate the many challenges faced by supersonic airplane pioneer Concorde?
EisnerAmper Senior Audit Manager Dave Katz discusses iRobot’s Roomba automated vacuum collecting more than just dirt. There was a report that the robot vacuum would collect customer household data and offer it to technology companies to enhance internet of things devices. Dave tells us how and what type of information is being collected, potential data privacy and security issues, and iRobot’s response to consumer concerns.
Ben Aspir, an EisnerAmper tax manager, examines the intricacies of the Qualified Small Business Stock Exclusion - Section 1202. Ben breaks down corporate versus shareholder requirements, which industries stand to benefit from the exclusion, holding periods, various tax implications and more.
In this episode of TechTalk, EisnerAmper senior audit manager Dave Katz tells us about electric car company Tesla receiving a significant investment from Chinese technology giant Tencent. Dave expands on what Tesla plans to do with the cash infusion, Tencent’s ownership stake and how this could help both companies enter the highly coveted autonomous vehicle market.
Peter Bible, EisnerAmper partner and chief risk officer, discusses the SEC’s decision to expand confidential IPO availability beyond just emerging companies. Peter discusses the pros and cons of this approach, which sectors are particularly excited about this ruling, a few well-known companies that have successfully used this strategy, and what advice he’d give to a client interested in going the confidential IPO route.
EisnerAmper Tax Partner and the Partner-in-Charge of the firm’s Real Estate Services Group, Kenneth Weissenberg, takes a look forward at a wide-range of issues that could impact the real estate market such as capital markets, foreign investors in U.S. real estate, and tax reform. Ken also drills down on 1031 like-kind exchange deferrals, REITs, carried interest, and depreciation.
Jayson Lemberg, principal at Pioneer Acquisitions, talks about the differences between the real estate markets in New York City versus Chicago, how Millennials are approaching real estate, and what clues he looks for when considering entering the real estate market of a particular neighborhood. Hint: It may not be what you think.
Jayson Lemberg, principal at Pioneer Acquisitions, talks about the differences between the real estate markets in New York City versus Chicago, how Millennials are approaching real estate, and what clues he looks for when considering entering the real estate market of a particular neighborhood. Hint: It may not be what you think.
Lisa Knee, an EisnerAmper tax partner, interviews Daren Hornig of Hornig Capital and Chris Schlank of Savanna. The pair discusses real estate deals on which they’ve partnered, including locations in Mott Haven in the Bronx and Bushwick in Brooklyn. Daren and Chris share the need to develop near underground transportation hubs and around tenants’ 24/7 live, play, and work lifestyles; how amenity spaces are overrated; and why it’s a good idea to “follow the artists.”
Lisa Knee, an EisnerAmper tax partner, interviews Daren Hornig of Hornig Capital and Chris Schlank of Savanna. The pair discusses real estate deals on which they’ve partnered, including locations in Mott Haven in the Bronx and Bushwick in Brooklyn. Daren and Chris share the need to develop near underground transportation hubs and around tenants’ 24/7 live, play, and work lifestyles; how amenity spaces are overrated; and why it’s a good idea to “follow the artists.”
This podcast is based on EisnerAmper’s annual survey, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partner and National Leader of EisnerAmper’s Not-for-Profit Services Practice, Candice Meth, discusses not-for-profit boards using often-limited resources to tackle challenges such as succession planning, cybersecurity, diversity and more.
Bill Timlen, an EisnerAmper tax partner and a member of the firm’s Real Estate Services Group, chats with NYC Council Member David Greenfield of the 44th district, which encompasses several neighborhoods in Brooklyn. Council Member Greenfield discusses a wide array of real estate topics such as affordable housing, infrastructure spending, green development, zoning changes and more.
In this podcast, EisnerAmper Transfer Pricing Practice Leader Henric Adey gives us the latest on Brexit. He breaks down the fallout from British Prime Minister Theresa May’s triggering of Article 50 of the European Union. Henric covers key negotiation points, the likelihood of a compromise and important dates going forward.
Michael Schindler from EisnerAmper’s Real Estate Practice Group examines some major REIT reforms under the Protecting Americans from Tax Hikes (PATH) Act. These reforms encompass preferential dividends, prohibited transactions, taxable REIT subsidies, debt instruments, personal property and much more. Michael also analyzes how these reforms could impact foreign investment in U.S. real estate.
Don’t miss our podcasts recorded at the debut of Pivotal – a one-of-a-kind EisnerAmper technology event – held on May 9 in Westbury, Long Island. You’ll hear from leaders in social media, clean tech, 3D printing, virtual reality and other tech sectors. Find out what technology influences them, their take on the current capital markets, how they plan to handle disruptive change, and their thoughts on this Pivotal event.
Don’t miss our podcasts recorded at the debut of Pivotal – a one-of-a-kind EisnerAmper technology event – held on May 9 in Westbury, Long Island. You’ll hear from leaders in social media, clean tech, 3D printing, virtual reality and other tech sectors. Find out what technology influences them, their take on the current capital markets, how they plan to handle disruptive change, and their thoughts on this Pivotal event.
David Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, discusses Amazon’s recent purchase of Middle Eastern e-commerce site Souq. Katz tells us about Souq, the Middle Eastern e-tail landscape, what the deal entailed, and why this is a key acquisition for Amazon.
Are we in a tech talent buyer’s market or seller’s market? In this episode of the Dave & Dave Show, EisnerAmper Senior Audit Manager Dave Katz gives us a forecast for tech employment over the next decade. Katz also tells us what are some of the fastest-growing jobs in this sector as well as where those jobs are located. And you’ll learn what tech talent looks for in a job versus what employers seek in an employee.
Michael McLafferty, EisnerAmper partner and leader of the firm’s Health Care Services Group, talks about health care M&As that don’t make it to the finish line. Citing a couple of recent real-life examples, Mike covers typical reasons why these partnerships don’t get off the ground, how health care M&As are different from other sectors, and the costs of not getting the deal done.
This podcast is based on EisnerAmper’s annual survey results, Concerns About Risks Confronting Boards, which examines key issues arising in today’s boardrooms. In this segment, EisnerAmper partner and New York office Technology Practice leader Steven Kreit discusses the board’s custodial role with respect to an organization’s online reputation and how it can proactively help establish and capture social media success metrics.
Candice Meth, National Leader for EisnerAmper’s Not-for-Profit Services Practice, discusses what private foundations need to know about self-dealing: the types of transactions involved, consequences for violating the rules, what private foundations can do to protect themselves and more.
Allie Colman, an EisnerAmper tax manager discusses changes to the PATH Act that make a pair of R&D tax credits (payroll and AMT) very attractive to start-ups and small businesses. Allie covers who qualifies, how much the credits are worth and how to apply.
In this episode of TechTalk, Dave Katz, Senior Audit Manager in EisnerAmper’s Technology and Life Sciences Practice, and Richard Colloca, Partner-in-Charge of EisnerAmper’s Food and Beverage Group, discuss Amazon’s plan to use “Just Walk Out Technology” to remove the lines, checkout counters and registers from your food shopping experience. The pair looks at the technology behind Amazon Go, potential speedbumps, and what it could mean for other bricks-and-mortar grocery chains.
In this podcast, Steven Bisciello, Senior Manager in EisnerAmper’s Health Care Services Group, talks about the many challenges health care organization face that could adversely impact their bottom line. Steven gives a real-life example of how using the proper accounting and financial triage can nurse a health care organization back to fiscal health.
In this episode of the Dave & Dave podcast, we learn about the real estate shortage in the nation’s biotech hubs, the challenges of obtaining and creating new space, how early-stage companies are coping, and what’s on the drawing board to help alleviate the shortage.