Shows
Alt Investing Made EasyE34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory FrameworkSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclosures. The conversation highlights the evolution of private placements and the significance of thorough risk assessment in investment opportunities, emphasizing the balance between consumer protection and market efficiency.Sponsored by:Real Advisers, Austin, TexasSpecial...2025-05-0734 min
Alt Investing Made EasyE33: Invest in Private Equity with Mark Flickinger of BIP CapitalSummaryIn this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment philosophy, emphasizing their role as active business builders and partners with entrepreneurs. The conversation also highlights the fund's transparency and registration with the SEC, making it accessible through major platforms like Schwab and Fidelity.Further information on:Mark Flickinger2025-04-3006 min
Alt Investing Made EasyE32: Meet Mark Flickinger and the BIP Ventures Evergreen FundsSummaryToday in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in competitive rowing and its impact on his investment philosophy. The conversation covers BIP Ventures' unique approach to private equity investing using the concept of ‘having a right to win’, which focuses on seeking success through adding value by taking active involvement in portfolio companies promote their positive deve...2025-04-3045 min
IAMCP Profiles in PartnershipBetter Together: IAMCP Partners Unite for Impactful Change – A Conversation with Promod Antony and Denny Ghim (Part 2)In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Denny Ghim of Sandler Partners and Promod Antony, CEO of Logic Intelligence, for a compelling conversation about how trust-driven relationships, community involvement, and a shared mission can spark transformative business outcomes.What starts as a story about two professionals connecting through IAMCP quickly unfolds into a larger narrative—one of purpose, opportunity, and the power of partnership. Together, Denny and Promod share the behind-the-scenes journey of how a simple introduction turned into a major data transformation project for the Oregon Fo...2025-04-2941 min
Alt Investing Made EasyE31: Everything You Need to Know About the Capital StackSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated with each. The conversation emphasizes the importance of understanding where an investment lies within the capital stack and how it impacts potential returns and risk levels. The hosts also highlight the need for investors to be proactive in asking questions about the capital stack and...2025-04-2339 min
Alt Investing Made EasyE30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth ManagementSummaryIn this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of understanding his clients' values and goals. The conversation covers various aspects of financial planning, including fee structures, tailored strategies for diverse client needs, and the significance of peace of mind in financial decisions. Carlos also highlights the importance of due diligence and understanding...2025-04-1640 minIAMCP Profiles in PartnershipBetter Together: IAMCP Partners Unite for Impactful Change – A Conversation with Promod Antony and Denny Ghim (Part 1)Harnessing the Power of Partnership and Data Innovation to Drive Community Impact In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez welcome Denny Ghim of Sandler Partners and Promod Antony, CEO of Logic Intelligence, for a dynamic conversation about collaboration, data-driven innovation, and how to make a lasting social impact through strategic partnerships.Denny and Promod share how their professional paths intersected through the IAMCP community and led to a successful project that helped the Oregon Food Bank transform its data infrastructure. Along the way, they open up about their unique p...2025-04-1528 min
Alt Investing Made EasyE29: Invest in Private Equity with Corn Board Manufacturing, Inc.SummaryIn this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. Lane emphasizes the importance of persistence in entrepreneurship and outlines the investment opportunities available in his company as it scales production to meet demand from major clients like Frito-Lay. The conversation highlights the potential for positive impact on farmers, the environment, and the economy through innovative...2025-04-0639 min
Alt Investing Made EasyE28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul DamaniSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and their current investment opportunities, including the Tri-Valley Plaza and a new property in Mesa, Arizona. The conversation highlights their investment philosophy focused on capital preservation and the importance of having control over their investment processes. In this conversation, Dr. Rahul Damani and Dr...2025-04-0141 minIAMCP Profiles in PartnershipDriving Business Growth with Ethical Partnerships and Continuous Training: A Conversation with Javier LozanoUnlocking the Power of Learning and Ethical Partnerships in ITIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Javier Lozano, the visionary founder of Nanfor, to explore how his company is transforming the IT training landscape. Javier shares his passion for continuous learning and its critical role in business growth, as well as, emphasizing the value of ethical partnerships and long-term relationships in today’s fast-evolving tech world.Throughout this episode, Anthony, Rudy, and Javier discuss the following:Revolutionizing IT Training with Learning as...2025-04-0145 min
Alt Investing Made EasyE27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim SkaggsSummaryIn this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces his current venture, Sound Curves, a music tech company focused on high-quality earbuds, and discusses investment opportunities for potential investors.If you are interested in this investment opportunity, please contact Roland or Sarah at the contact details below or reach out to Jim on Li...2025-03-2636 minIAMCP Profiles in PartnershipInnovation, Resilience, and Leadership: Carl Mazzanti's Journey in ITWhat does it take to build a security-first, employee-driven tech company that thrives through innovation and collaboration?In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez are joined by Carl Mazzanti, co-founder and CEO of eMazzanti Technologies. Carl shares his journey of growing eMazzanti into a leading IT services provider and highlights the importance of creating a security-first culture in today’s rapidly evolving tech landscape. He also offers valuable insights drawn from his hiking adventures across six continents, connecting the lessons learned in nature to leadership and business growth.Th...2025-03-1854 min
Alt Investing Made EasyE26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence BasicsSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and conditions of each document. The conversation also covers evaluating the track record of investment managers, assessing team dynamics, and the necessity of clear communication regarding investment strategies and risks. The hosts encourage investors to ask probing questions and to be diligent in their research to make informed investment...2025-03-1240 min
Alt Investing Made EasyE25: Invest in Motorsports Racing with Ryan Shehan RacingSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the importance of sponsorships, and the establishment of the Sheehan Strong nonprofit. They also delve into Ryan's training regimen, the financial strategies for the racing team, and the unique experiences offered to investors.Learn more about Ryan Shehan Racing and RBS...2025-03-0549 minIAMCP Profiles in PartnershipNavigating Co-Sell Opportunities and Partner Growth with Gerry PowerWhat does it take to build successful partnerships and harness the power of technology to drive business growth?In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez are joined by Gerry Powers, Managing Director of YesDynamic. With over two decades of experience in the business applications space, Gerry shares valuable insights into how his company has leveraged Microsoft Dynamics 365 to help businesses across industries thrive. From working with a startup in the heat pump servicing industry to empowering the largest grocery chain in Ireland with innovative technology solutions, Gerry’s ex...2025-03-0444 min
Alt Investing Made EasyE24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc.SummaryIn this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significance of a manager's location, and the value of geographic diversification in investment strategies. Larry stresses that investors should not solely rely on consultants but should conduct their own research to mitigate risks, especially in the context of potential fraud.Sponsored by:Real Advisers, Austin, Texas2025-02-2644 min
Alt Investing Made EasyE 23: Revisit Intro to Alternative Assets - Deep Dive into Investment StructuresSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited partnerships, and general partnerships. The conversation also covers management fees, carried interest, and the significance of investor rights and control in private securities deals.Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, Texas2025-02-1934 minIAMCP Profiles in PartnershipPartnering for Success Insights from Imran Mahmood on Collaborative GrowthWhat does it take to succeed in the Microsoft ecosystem through collaboration and strategic partnerships?In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez are joined by Imran Mahmood, founder and CEO of KAISPE. Imran shares his insights on building strong partnerships and how they’ve played a pivotal role in his company’s success, particularly in the world of Microsoft technologies. From addressing challenges in document management to collaborating with the right partners, Imran’s story offers valuable lessons for any organization looking to thrive in today’s competitive tech lan...2025-02-1828 min
Alt Investing Made EasyE22: Revisit Intro to Alternative Assets - Deep Dive into SecuritiesSummaryIn this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphasize the importance of understanding liquidity in private investments and highlight the significance of commercial real estate as a stable investment option. The episode concludes with a discussion on future topics and the role of accredited investors in private securities.Sponsored by:2025-02-1232 min
Alt Investing Made EasyE21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc.SummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment strategies over the years. Larry shares valuable insights on manager selection, the importance of due diligence, and the lessons learned from his early career. The discussion also highlights the changes in the investment landscape, particularly at the Texas Teachers Retirement System, where Larry played a pivotal role in shaping the...2025-02-051h 13IAMCP Profiles in PartnershipBuilding a Strong Partner Ecosystem: Lessons from Ashish Kamotra from Titan WorkspaceBuilding a Strong Partner Ecosystem: A Conversation with Ashish KamotraIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez are joined by Ashish Kamotra, founder and CEO of Titan Workspace. Ashish takes us through his journey from founding a SharePoint consulting company in India to leading the development of Titan Workspace, a SaaS product aimed at improving business collaboration. He shares valuable insights into his evolution as a founder, his focus on building a sustainable product, and the lessons learned in navigating the challenges of transitioning from a service-based to...2025-02-0449 min
Alt Investing Made EasyE20: Reflections and Aspirations for 2025In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that encompasses not just financial capital but also social, intellectual, and spiritual dimensions. The conversation highlights the value of community, personal growth, and the importance of a win-win mentality in both professional and personal contexts. In this conversation, Roland and Sarah discuss the importance of building relationships with wealth managers...2025-01-291h 09
Alt Investing Made EasyE19: Real Property and 1031 Exchange with Jason Gorman, AttorneyIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves into the requirements for 1031 exchanges, the role of qualified intermediaries, and how to effectively integrate 1031 money into syndications. The episode emphasizes the need for education and proactive planning in real estate investments.Credits and Contacts:Please reach out to Jason Gorman at jgorman...2025-01-2251 minIAMCP Profiles in PartnershipEmpowering Partners Alif Consulting's Approach to Data, AI, and Customer SuccessEmpowering the Microsoft Partner Ecosystem: A Conversation with Shoaib KudsiIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Shoaib Kudsi, founder and CEO of Alif Consulting. Shoaib shares his company’s mission to empower the Microsoft Partner Ecosystem through innovative services, strategic collaboration, and a focus on delivering real value to partners and customers alike.Throughout this insightful conversation, Anthony, Rudy, and Shoaib dive into:Empowering Partners to Achieve More: Shoaib explains how Alif Consulting helps partners not only with technical expertise but al...2025-01-2134 min
Alt Investing Made EasyE18: Chattanooga Multifamily Investment with Chad King, CEO, Titan CapitalIn this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator software designed to help investors connect directly with property sellers. The conversation highlights the potential for financial freedom through commercial real estate investment and the critical factors to consider when entering this space. In this conversation, Chad discusses the emotional aspects of real estate transactions, emphasizing the importance of...2025-01-1554 min
Alt Investing Made EasyE17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix CapitalIn this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy investments and outlines the various investment strategies offered by Rising Phoenix Capital, including the use of self-directed retirement accounts for private investments. Jace Graham, Sarah Florer, and Roland Wiederaenders discuss various aspects of the oil and gas industry, focusing on shale plays, mineral ownership, and the future of...2025-01-0959 minIAMCP Profiles in PartnershipFrom Boxing to Business: Ronelle Naidoo on Driving Success through CollaborationExploring Digital Transformation and the Power of PartnershipsIn this IAMCP Profiles in Partnership episode, hosts Anthony Carrano and Rudy Rodriguez sit down with Ronelle Naidoo, Chief Sales Officer at Mint Group. Ronelle shares her insights on digital transformation, the significance of partnerships, and her personal journey into the world of boxing.Throughout this episode, Anthony, Rudy, and Ronelle dive into:Navigating Digital Transformation in Healthcare: Ronelle discusses Mint Group’s specialization in healthcare solutions and the challenges faced in public healthcare. Discover how collaboration and shared values are crucial for overcoming ob...2025-01-0744 min
Alt Investing Made EasyE16: Qualitative Estate Planning - Interview with David Claflin, AttorneyIn this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The discussion explores the generational challenges of wealth, the significance of communication within families, and how cultural perspectives shape our understanding of wealth management. They also touch on the influence of media portrayals of wealth and family dynamics, highlighting the need for a more holistic approach to estate planning that considers emotional...2024-12-181h 07IAMCP Profiles in PartnershipSweet Success: Insights from Suresh Ramani on Mastering Partnerships and Building Your BrandWhat does it take to build a successful technology company through community and strategic partnerships?In this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Suresh Ramani, the visionary founder and CEO of TechGyan. Suresh shares his inspiring journey of establishing a technology firm dedicated to modern work and Microsoft Solutions while highlighting the importance of collaboration and community in the tech landscape.Throughout this episode, Anthony, Rudy, and Suresh explore:The Power of Community Building: Suresh discusses his role in founding IAMCP in...2024-12-171h 07
Alt Investing Made EasyE15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child FoundationIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. The conversation also covers the legal aspects of charitable contributions, the significance of 501(c)(3) status, and strategies for effective charitable giving, including tax benefits and diverse ways to contribute.Three Key Takeaways for charitable giving to discuss with your tax advisor:You...2024-12-1205 min
Alt Investing Made EasyE14: AIME Management Entity FAQ - Organizing an Asset Management CompanyIn this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in management entities. The conversation emphasizes the need for proper planning and transparency to ensure successful investment outcomes.Credits and Contacts:Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin...2024-12-1210 minIAMCP Profiles in PartnershipMastering Successful Business Exits: Insights from Ian Pavlik and Tim Mueller – Part 2Mastering the Art of Selling Your Business: Insights from Industry LeadersIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez engage with industry veterans Ian Pavlik and Tim Mueller as they unpack the complexities of selling a business within the Microsoft Partner ecosystem. This enlightening conversation covers essential strategies for navigating mergers and acquisitions, with a focus on cultural integration and technology adaptation after a sale.Throughout this episode, Anthony, Rudy, Tim, and Ian discuss:Cultural and Technological Integration Post-Sale: Learn about the critical role that cultural...2024-12-0341 min
Alt Investing Made EasyE13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended FundsIn this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, investor contributions, and transparency in disclosures. The conversation emphasizes the need for a solid investment strategy and the significance of maintaining trust with investors through honest communication about past performance. The episode concludes with insights on fund duration, liquidity terms, and the broader applicability of open-ended funds beyond...2024-11-2732 min
Alt Investing Made EasyE12: Mixed Use Investment Opportunity with Trevor Thompson of Massive CapitalIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project offered by Massive Capital in Richmond, Texas. The discussion also delves into the importance of financial education, the structure of investment deals, and the significance of aligning interests between investors and sponsors. In this conversation, the speakers delve into the complexities of investment regulations, the importance of trust in investor...2024-11-2152 minIAMCP Profiles in PartnershipUnveiling the Microsoft Partner M&A Landscape: Insights from Ian Pavlik and Tim Mueller – Part 1Navigating the Evolving Landscape of Microsoft Partner M&AIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez delve into the dynamic world of Microsoft Partner mergers and acquisitions. Joined by industry experts, Tim Mueller and Ian Pavlik, they explore critical trends and challenges shaping this market, emphasizing the importance of recurring revenue and the influence of emerging technologies like Copilot AI.Throughout this episode, Anthony, Rudy, Tim, and Ian discuss:The Significance of Recurring Revenue: Ian shares his experience with the pivotal shift towards recurring revenue...2024-11-1938 min
Alt Investing Made EasyE11: Alternate Investing: Interview with Mitch Flax, CAIAIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst (CAIA) designation, and information about certain metrics used to evaluate alternative investments. The conversation delves into the intricacies of 1031 exchanges, qualitative assessments in investing, and the current economic outlook. Mitch also discusses his podcast that is focused on sports betting, showcasing his analytical approach to investment strategies.2024-11-1355 min
Alt Investing Made EasyE10: Marina Investing with South Silver GroupIn this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investments, including cap rates, revenue streams, and insights on how they plan to stabilize revenue through annual leases and the potential for significant returns in the marina space. In this conversation, the speakers discuss the intricacies of investing in marinas through a fund-of-funds strategy. They...2024-11-0757 minIAMCP Profiles in PartnershipThe Power of Global Partnerships: Insights with Patricia MaiaWhat does building meaningful international partnerships and maintaining a fulfilling work-life balance takeIn this IAMCP Profiles in Partnership episode, hosts Anthony Carrano and Rudy Rodriguez welcome Patricia Maia, a key figure at Arquiconsult. Patricia shares her extensive experience working with international partners, her approach to fostering collaboration, and her commitment to community service.Throughout this episode, Anthony, Rudy, and Patricia explore:The Power of Global Partnerships: Patricia discusses how Arquiconsult’s international collaborations have helped drive customer satisfaction and business growth. Learn how strategic partnerships can amplify your value proposition and wh...2024-11-0538 min
Alt Investing Made EasyE9: Who Can Promote Alternative Assets?In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of capital, emphasizing the need for legal compliance in the investment process. The conversation aims to provide listeners with a deeper understanding of the securities landscape and the various entities involved in alternative investing. In this conversation, Roland and Sarah discuss the complexities of agency problems in bu...2024-10-3057 min
Alt Investing Made EasyE8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq.In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The conversation emphasizes the importance of having the right advisors and understanding the investment process, including the critical decision between investing in debt and equity. The episode also touches on the potential for repurposing distressed assets in various sectors, including commercial real estate and other industries. In...2024-10-2357 minIAMCP Profiles in PartnershipKnee Boarding, Nadella, and Annuity Income: Insights from Adam ShapiroWhat does it take to revolutionize business processes through automation and strategic partnerships?In this IAMCP Profiles in Partnership episode, Anthony Carrano and Rudy Rodriguez engage with Adam Shapiro, the dynamic CEO of Autopilot. Adam reveals how his company is at the forefront of innovation, transforming finance, HR, and sales with tailor-made automation solutions.Throughout this episode, Anthony, Rudy, and Adam explore:The Transformative Power of Automation: Adam discusses how Autopilot's cutting-edge accounts payable app harnesses AI to streamline invoice processing, drastically reducing errors and saving valuable time for businesses. Discover how automation is...2024-10-2239 min
Alt Investing Made EasyE7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq.In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion also covers the 363 sale process, which allows for the sale of assets free and clear of liens, and highlights the creative aspects of bankruptcy law that can lead to successful outcomes for distressed companies.TakeawaysRestructuring work can be done before filing for bankruptcy.Pre-packaged bankruptcy allows...2024-10-1633 min
Alt Investing Made EasyE6: Bankruptcy and Restructuring (Part 1) featuring Mary Elizabeth Heard, Esq.In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types of bankruptcy, the role of bankruptcy courts, and the implications for investors regarding debt and equity during bankruptcy proceedings. The episode emphasizes the importance of understanding bankruptcy as a tool for financial recovery and innovation in the business world.TakeawaysAmerica's economy is...2024-10-0927 minIAMCP Profiles in PartnershipNavigating Partnerships: Radical Candor and Swim Lanes for Customer Success with Natasha ReynoldsWhat does it take to forge impactful partnerships and achieve excellent outcomes in the tech industry?In this IAMCP Profiles in Partnership episode, Anthony Carrano and Rudy Rodriguez sit down with Natasha Reynolds, Head of Partnerships at SOCO. Natasha dives deep into the nuances of building robust partnerships and the importance of each party staying in their designated swim lanes to drive success.Throughout this episode, Anthony, Rudy, and Natasha explore:The Power of Strategic Partnerships: Natasha shares how SOCO leverages P2P partnerships to create mutually beneficial scenarios for clients and...2024-10-0841 min
Alt Investing Made EasyE5: Public Securities vs. Private Securities featuring Eddie Martin, Esq.In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, and the historical context of securities regulation. The conversation also highlights the rise of private securities, the benefits and drawbacks of being a public company, and the role of the SEC in protecting investors. The episode concludes with insights on the future of alternative investments and the importance of understanding...2024-10-0336 min
Alt Investing Made EasyE4: Who can invest in Alternative Assets?In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accredited investors makes sense: 1) accredited investors have a higher tolerance for risk of loss, 2) accredited investors have resources to hire advisors, and 3) accredited investors can invest larger tranches of money, which supports the management of investments with a smaller group of investors. They also discuss the criteria for...2024-09-2551 minIAMCP Profiles in PartnershipBuilding Trusted Partner Relationships and Creating Raving Fans with Craig Zimmerman and Jason MakevichWhat does it take to build a successful partnership and navigate the complexities of client relationships in the IT industry?In this IAMCP Profiles in Partnership episode, Anthony Carrano and Rudy Rodriguez engage in a compelling discussion with Craig Zimmerman of Big Cloud Consultants and Jason Makevich of Greenlight Cyber. Their conversation highlights the art of forging effective partnerships and understanding client needs.Throughout this episode, Anthony, Rudy, Craig, and Jason explore:Building Trust and Effective Partnerships: Craig and Jason share their experiences with IAMCP and how they have leveraged networking to...2024-09-2459 minIAMCP Profiles in PartnershipHow to Build and Leverage Successful Partnerships as an IAMCP Member with Conor DoyleEp3 - SHOW NOTESWhat does building and sustaining successful partnerships in today’s digital world? How can effective networking and trust enhance your customer relationships and business outcomes?In this episode of IAMCP Profiles in Partnership, Anthony Carrano and Rudy Rodriguez are joined by Conor Doyle, VP of Sales at DQ Global, a leading data quality management solutions provider. Conor offers valuable insights into the art of partnership building and the importance of face-to-face interactions, even in our digital age.Throughout this engaging conversation, Anthony and Conor discuss:...2024-09-1043 min
Alt Investing Made EasyE3: Introduction to RiskIn this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance of considering the time horizon and return calculations when investing in alternative investments. The conversation touches on the qualifications for investing in alternative assets and the role of accredited investors in managing risk. In this conversation, Sarah and Roland discuss the risks of investing in alternative...2024-09-0345 min