EisnerAmper Podcast

EisnerAmper Podcast

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.

Episodes

April 25, 2024 17 mins

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 len...

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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.  

 

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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 mo...

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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...

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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 includ...

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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.

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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 fund...

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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.

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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.  

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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.  

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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 th...

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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 amid...

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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 fi...

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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 ...

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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, ho...

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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 pa...

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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.  

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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, transacti...

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February 15, 2024 8 mins

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 e...

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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 GL...

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