Shows
IAMCP Profiles in PartnershipWinning the Channel with Data Hygiene, Intent Signals, and High-Trust PartnershipsIn this episode of IAMCP Profiles in Partnership, Anthony Carrano and Rudy Rodriguez sits down with bizcise founding partner Nigel Postings to unpack how data, trust, and clear roles transform partner relationships. You’ll hear how enterprises and channel organizations use precise external and internal data to prioritize partners, focus investments, and build repeatable co-selling motions. Nigel shares practical ways to reduce risk in P2P deals, simplify complex channel decisions, and speed up collaborations so partners show up as one delivery team in front of the customer and turn insight into sustainable, shared revenue....
2025-12-1632 minIAMCP Profiles in PartnershipCross-Border Partnerships: Trust, AI, and Cultural Insights with Patricia MaiaIn this engaging episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez reconnect with Patricia Maia, Director at Arquiconsult and EMEA finalist for the P2P Solution Partner Awards. Patricia shares her expert perspective on forging successful international partnerships, particularly within the Microsoft Dynamics ecosystem. She highlights the critical role of trust and honesty, the impact of cultural differences on collaboration, and the transformative power of AI in business processes. Patricia’s stories illustrate real-world challenges and solutions for working across borders, building resilient partnerships, and balancing technical expertise with people skills. Her commitment to community in...
2025-12-0235 minIAMCP Profiles in PartnershipCollaboration that Scales: Building Trust and Innovation in the Microsoft Ecosystem with Suresh RamaniIn this episode of IAMCP Profiles in Partnership, hosts Anthony Carrano and Rudy Rodriguez sit down with Suresh Ramani, CEO of TechGyan and multiple-time Microsoft Partner of the Year award winner. Suresh shares his journey from system integrator to a driving force in the Microsoft partner ecosystem, emphasizing the power of proactive and strategic partnerships, the evolving role of AI and Copilot, and the importance of community engagement. Listeners will hear actionable insights on building trust, navigating challenges, and fostering innovation through collaboration.Key Discussion Points:• Suresh’s Career Evolution: From starting as a...
2025-11-1855 min
Alt Investing Made Easy#61 Inside Ballard Global’s Private Credit Investing StrategyPrivate credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, diversified sectors—from real estate and agribusiness to AI technology and consumer lending—and personal approach to investor relations have built a 24-year record of zero capital losses.About Our Guest: Rick Parmiter, Managing Director at Ballard GlobalRick Par...
2025-11-1235 min
Alt Investing Made EasyE60: Inside Dubai Deals - How Capital Actually Moves in the UAEFor Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits down with Roland Wiederaenders to share her firsthand experience practicing law in Dubai, working inside government-linked private equity, and managing cross-border deals from the Middle East, Africa, India, and the U.S. We break down how DIFC and ADGM financial fre...
2025-11-0537 min
Total FreedomTotal Freedom Episode 419Total Freedom is a weekly radio show, on air on:Mio Radio (Turkey) Tuesday 03 PMSpace FM Romania (Romania) Tuesday 01 AMAIR GAY RADIO (France) Wednesday 10 PMJR.FM Radio Network (Usa) Friday 04 PMRadio Amistad 101.9 FM (Dominican Republic) Friday 11 PMDanceRadio.ca (Canada) Friday 03 AMBeats2dance Radio (Holland) Saturday 05 PMCUEBASE-FM (Germany) Monday 06 PMTempo Radio Mx (Mexico) Saturday 10 PMReloaded on iTunes: http://apple.co/1NijFVJ Tracklist :01 Roby Strauss - Carry M...
2025-11-041h 00IAMCP Profiles in PartnershipScaling Smarter: AI, Talent, and Opportunity in the Microsoft Partner EcosystemHow AvePoint and IAMCP Are Shaping the Future of Services, Scaling, and Recurring RevenueAvePoint and IAMCP reveal how strategic partnerships and AI-powered solutions fuel scalable growth and recurring revenue for partners.Welcome to Profiles in Partnership. In this episode, AvePoint’s Dux Raymond Sy joins Dunamis Marketing’s Anthony Carrano and Rudy Rodriguez to break down how Microsoft partners can leverage AI, operational efficiency, and exclusive incentives for scalable, recurring growth. If you’re a growth-focused Microsoft partner, discover how this partnership strategies unlock new revenue streams and simplify talent scaling—all with...
2025-11-0446 min
Alt Investing Made EasyE59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative InvestmentsDiscover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising for alternative investments, launching a non-traded REIT, or preparing for operational due diligence, this conversation shows exactly how to professionalize your processes, strengthen reporting, and tell a story investors trust. Mid-stage investors and fund managers will learn how to scale from boutique to institutional, improve communication, and position their funds fo...
2025-10-2936 minIAMCP Profiles in PartnershipLessons on AI, Productization, and Community: Lessons from IAMCP LeadersIn this dynamic episode of the IAMCP Profiles and Partnership Podcast, host Anthony Carrano is joined by Eddie Bader and Rudy Rodriguez for part two of their landmark anniversary special. The trio explores seismic shifts in the Microsoft partner ecosystem, focusing on the impact of AI, evolving business models, and the power of community collaboration. With stories, actionable insights, and forward-looking predictions, listeners gain a roadmap for navigating change, harnessing innovation, and building trust in an ever-transforming industry. Listener Links / ResourceInternational Association of Microsoft Channel Partners: Website Guest:
2025-10-2345 min
Alt Investing Made EasyE58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract InvestorsIn this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule 506(c).Discover how Real Advisers Capital supports deal structuring, investor outreach, and transparency to ensure every good idea gets funded, and every investor stays informed.Start your next capital raise with Real Advisers Capital → [Book a Consultation].Top...
2025-10-2221 min
Alt Investing Made EasyE57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK LawDiscover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean.Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, attorney at FBFK Law, breaks down how families under the $15M exemption can protect their assets, avoid conflict, and plan for both death and incapacity. From handwritten wills to guardianship nightmares, this conversation makes estate planning simple, relatable, and essential. If you c...
2025-10-1540 min
Alt Investing Made Easy#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better DealsLegal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal structures. From NDAs to IP rights and procurement contracts, Javier shares how to think like a business-minded lawyer — so every investor can make smarter, safer decisions in the alternative investing world.About Our Guest: Javier Aranda, Technology and IP Transa...
2025-10-0840 minIAMCP Profiles in PartnershipIAMCP Illuminate Valencia 2025: Driving Growth for Microsoft PartnersHigh-trust networking that drives real Microsoft partner growth.Discover how Microsoft partners and tech leaders can unlock exponential growth through intentional partnerships. In this episode, IAMCP Spain leaders share how Illuminate 2025 in Valencia delivers a unique “mini-MBA” experience for navigating Microsoft’s ecosystem, building cross-border collaborations, and creating high-value P2P opportunities. Gain practical insights to align your strategies, expand globally, and walk away with actionable partnerships that transform your business. Key Discussion Points:1. Illuminate’s Impact: 39% of attendees generate new P2P pipeline opportunities, proving the event’s focus on...
2025-10-071h 06
Alt Investing Made Easy#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business ExitsHow Qualified Small Business Stock Creates Tax-Free Business ExitsDiscover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capital gains exclusions, and avoid costly mistakes when selling your business or stock. Whether you’re planning an exit or building a growth-focused portfolio, this episode simplifies complex tax concepts into actionable insights to help you make smarter, more confident decisions....
2025-10-0135 min
Alt Investing Made Easy#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & ReturnsSummaryHow True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital.In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these startups statistically outperform, how overlooked markets like women's health and Silver Tech create massive opportunities, and why diversifying the venture capital ecosystem matters. Whether you're an investor, entrepreneur, or advocate for innovation, you'll gain powerful insights into how capital allocation can drive both profit and...
2025-09-2538 minIAMCP Profiles in PartnershipFueling Growth: How IAMCP & MSDynamicsWorld.com Collaboration Empowers MembersThe Microsoft partner ecosystem is evolving fast, with Dynamics 365, Business Central, and Power Platform driving new growth opportunities. In this episode, discover how MSDynamicsWorld and IAMCP are creating powerful partnerships that deliver insight, innovation, and demand generation. Whether you’re an investor, ISV, or tech leader, you’ll gain the clarity needed to allocate capital strategically and confidently in today’s rapidly shifting landscape. Key Discussion Points:1. Explosive Growth Areas – Business Central leads adoption, with Power Platform driving cross-product innovation.2. Ecosystem Scale – MSDynamicsWorld has 100,000+ registered members, evenly split between partners and end custome...
2025-09-2347 minIAMCP Profiles in PartnershipFueling Growth: How IAMCP & MSDynamicsWorld.com Collaboration Empowers MembersThe Microsoft partner ecosystem is evolving fast, with Dynamics 365, Business Central, and Power Platform driving new growth opportunities. In this episode, discover how MSDynamicsWorld and IAMCP are creating powerful partnerships that deliver insight, innovation, and demand generation. Whether you’re an investor, ISV, or tech leader, you’ll gain the clarity needed to allocate capital strategically and confidently in today’s rapidly shifting landscape. Key Discussion Points:1. Explosive Growth Areas – Business Central leads adoption, with Power Platform driving cross-product innovation.2. Ecosystem Scale – MSDynamicsWorld has 100,000+ registered members, evenly split between partners and end custome...
2025-09-2347 min
Alt Investing Made EasyE53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash FlowDiversify smarter: stable, passive income through commercial real estate funds.Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expanding your portfolio, you’ll learn a proven, values-driven approach to commercial real estate investing designed to create predictable returns and long-term wealth.About Our Guest: Zane Schartz, President at Freedom Commercial Real EstateZane Schartz is a real estate entrepreneur, investor, and former...
2025-09-1736 min
Alt Investing Made EasyE52: Opportunity Zones 2027 - Fund Strategies for Tax-Free GrowthDiscover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.About Our Guest:Gerald J. (Gerry) Reihsen III is a dynamic lega...
2025-09-1056 minIAMCP Profiles in PartnershipBuilding Community and Business: Lessons from IAMCP Leaders (Part 1)This special edition episode gathers Anthony Carrano, Rudy Rodriguez, and Eddie Bader to reflect on a year of conversations with leaders in the Microsoft Partner ecosystem. The discussion highlights transformative themes such as trust, specialization, innovation, community building, and the evolving landscape of mergers & acquisitions (M&A).Key Discussion Points:• The central role of trust and culture in successful partnerships• Specialization vs. adaptability: how to balance expertise with client needs• Best practices for collaborating within the Microsoft partner network• Growth strategies, including the rise of M&A for sm...
2025-09-0957 min
Alt Investing Made EasyUnlocking Wealth - The Power of Alternative Investments with Carlos LowenbergIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.About Our Guest:Carlos Lowenberg is the founder of Masterpiece Capital...
2025-09-0441 min
Alt Investing Made EasyE:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial PartnersIn this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial PartnersCharles Heinzelman is a tax planning and premium finance specialist serving...
2025-08-2930 minIAMCP Profiles in PartnershipScaling Smart: Automated Collaboration and AI Governance with Rencore’s Matt EinigInsights from the Frontlines of Digital TransformationIn this engaging episode of IAMCP Profiles in Partnership, host Anthony Carrano sits down with Matt Einig, CEO of Rencore, to explore the evolving challenges and opportunities in the modern digital workplace. With a career spanning over two decades in Microsoft technologies, Matt shares his journey from consulting to founding Rencore, a leading SaaS provider specializing in governance for Microsoft platforms.Throughout the conversation, Matt discusses how organizations, especially large enterprises, grapple with collaboration chaos, data sprawl, and the rapid adoption of AI tools. He...
2025-08-2653 min
Alt Investing Made EasyE49: Unlocking Small Business Success with Wade BruffeyIn this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition endeavors. The conversation underscores the significance of community impact and the opportunities available in the small business sector.About our Guest: Wade Bruffey - Main Street SecuritiesWade Bruffey is a registered representative with Main Street Securities LLC, a FINRA member broker-dealer based...
2025-08-2042 min
Alt Investing Made EasyE48: Unlocking the Secrets of Crypto Lending with Hunter AlbrightIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital assets in modern finance, and the regulatory landscape surrounding crypto lending. Hunter shares insights on how Salt Lending operates, the benefits of borrowing against digital assets, and the critical aspects of custody and security in the crypto space. The conversation concludes with personal reflections on the future...
2025-08-1441 minIAMCP 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, over...
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 Flickinger
2025-04-3006 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 min