Shows
IAMCP Profiles in PartnershipFrom New Jersey to Milan: Navigating International Microsoft PartnershipsIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez have an in-depth conversation with Paymon Jelvani and Dominick Zappia, managing partners at Admiral Consulting Group—a Microsoft Tier 1 Cloud Solution Provider with deep roots in ERP, CRM, and customer-focused delivery. They discuss their backgrounds, the philosophy behind founding Admiral, and the company’s customer-centric approach. They explore the unique dynamics of international partnerships, especially those bridging European and US markets, and emphasize the importance of agility, open communication, and mutual respect.The discussion delves into the practicalities of selecting partners, overcoming cultural and...2025-08-1250 min
Alt Investing Made EasyE47: Fiduciary Duties with Dan BittingSummaryIn this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the importance of disclosure, and the dynamics of litigation. Dan shares insights from his extensive experience in legal practice, emphasizing the need for trust in legal relationships and the creative problem-solving required in law. The episode also touches on the judicial system's effectiveness and the global perspectives on litigation.2025-08-0639 min
Alt Investing Made EasyE46: Investment Management Law with George Lee with FBFK LawSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities of SEC regulations, and the importance of investment advisors in protecting investors. They also discuss the challenges of navigating private securities and the potential future regulations surrounding the investment landscape.About Our GuestGeorge T. Lee is a highly respected corporate and securities...2025-07-3034 min
Alt Investing Made EasyE45: Family Office Insights with Jonathan TuttleIn this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation highlights investment trends among family offices, particularly in commercial real estate and emerging sectors like nuclear energy. Jonathan also shares his personal practices for maintaining focus and success in his entrepreneurial endeavors.About Our GuestJonathan Tuttle...2025-07-2331 min
Alt Investing Made EasyE44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft CapitalSummary:In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the importance of relationships in securing deals. He also highlights the Best Ever Conference, emphasizing its role in fostering community among real estate investors. Joe's philosophy of 'give to live and live to give' underscores his commitment to helping others in the industry.About Our Guest:...2025-07-1833 min
Alt Investing Made EasyE43: Meet Kyle Ferguson and The FBFK WaySummary:In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the FBFK Way, a set of principles that emphasize responsiveness, teamwork, and treating colleagues like family. Kyle reflects on his upbringing and how it shaped his desire to serve others, as well as his personal practices for maintaining balance and fulfillment in his professional life.About Our...2025-07-0940 minIAMCP Profiles in PartnershipPartnering for Success: Building Trust and Specialization with Joseph KhalafIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Joseph Khalaf, President of ampiO Solutions, for a candid and insightful conversation about what it really takes to build lasting success in the Microsoft Partner ecosystem. Joe shares his journey from a quiet engineer at Microsoft to leading a high-impact solutions company that thrives on human connection, adaptability, and a deep commitment to its partners. Equal parts storyteller and strategist, he unpacks the real-world experiences that taught him how to scale not just a business—but a trusted brand.From Passive to...2025-06-2452 min
Alt Investing Made EasyE42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim DowlingSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial real estate, and moves on to a discussion of the investment opportunity including this interesting asset class os mixed ‘neighborhood’ retail, which is community focused and includes community engagement efforts. Tim and Frank talk about the distinction between neighborhood retail and ordinary retail, and the fundraising process for t...2025-06-2042 min
Alt Investing Made EasyE41: A Conversation about the Five CapitalsSummaryIn this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life.Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, T...2025-06-1346 minIAMCP Profiles in PartnershipUnlocking M&A Success: Human Insights and Tech Transformation for Microsoft PartnersIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez welcome back Tim Mueller, M&A Managing Partner and Co-Founder of IT ExchangeNet, for a dynamic continuation of their discussion on navigating the M&A landscape within the Microsoft Partner ecosystem.With decades of experience advising IT services firms, Tim dives deep into how sellers can best position themselves for acquisition—balancing technical strategy, financial discipline, and the human relationships that make deals thrive. From AI’s transformative role to the nuances of Microsoft partner alignment, this conversation is both timely and tactical.Th...2025-06-1032 min
Alt Investing Made EasyE40: Meet Bryan Hancock and the Texas Freedom FundSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with this asset class. The conversation delves into the structure of the Texas Freedom Fund, emphasizing its accessibility for investors and the importance of due diligence in alternative investments. Brian also discusses his personal motivations for creating the fund and the principles that guide...2025-06-0531 min
Alt Investing Made EasyE39: Passive Investing Mastery - Interview with Patrick GrimesSummaryIn this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternative investing and in this conversation addresses the current economic upheaval and its impact on investment strategies, particularly in commercial real estate. The discussion also delves into litigation finance as a means to provide access to justice for individuals who cannot afford legal representation, highlighting the mission-driven aspect of alternative...2025-05-2942 minIAMCP Profiles in PartnershipThe Future of M&A in the Microsoft Ecosystem: Insights from Tim MuellerIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Tim Mueller, M&A Managing Partner and Co-Founder of IT ExchangeNet, to unpack the fast-evolving world of mergers and acquisitions within the Microsoft Partner ecosystem.With deep expertise and real-world examples, Tim explores how cloud services, AI advancements like Microsoft Copilot, and niche specializations such as cybersecurity are not just influencing—but accelerating—the valuation and attractiveness of IT service providers.Throughout the conversation, Anthony, Rudy, and Tim break down:How AI and Cloud Services Are Reshaping M&A...2025-05-2734 min
Alt Investing Made EasyE38: Invest with Commodore Group Holdings and Rohit SoodIn this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Thinking like an Owner’ and the importance of a concentrated conviction portfolio. Additionally, he highlights Fintuative, a proprietary software platform designed to analyze real time business and financial data and inform investment decisions. The conversation concludes with details about the investment opportunity and the minimum investment requirements.Ro...2025-05-2306 min
Alt Investing Made EasyE37: Think like an Owner: Meet Commodore Group Holdings and Rohit SoodSummaryHosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintua...2025-05-2138 min
Alt Investing Made EasyE36: Invest in Flex Industrial with Land Play by Alec McElhinnySummaryIn this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate.You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777Sponsored by:Real Advisers Capital, Austin, TexasSpecial thanks to:Grable Martin PLLC Red S...2025-05-1605 min
Alt Investing Made EasyE35: Flex Industrial - Meet Alec McElhinny with Land PlaySummaryIn this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. Alec also provides insights into his investment strategy and projections for returns, including his approach to real estate investment, focusing on the importance of understanding cap rates, market projections...2025-05-1538 minIAMCP Profiles in PartnershipChanneling Success with Aaron Udler: How Trust and Innovation Drive Business GrowthIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Aaron Udler, CEO of OfficePro, to explore how integrity, trust, and innovation fuel long-term success in the Microsoft Partner ecosystem.Aaron shares his journey of transforming OfficePro from a small family-run business into a nationally recognized training and staffing powerhouse. Along the way, he underscores the importance of building strong channel relationships, staying true to your partners, and the power of clear communication.Throughout this episode, Anthony, Rudy, and Aaron discuss:Trust Over Transactions: Learn how...2025-05-1346 min
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 minIAMCP 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 min