Shows
Business Talk With ChalfinFamily Business: Challenges and Opportunities of Succession with Megan HelznerIn this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession.
With more than 15 years of experience working across family-owned businesses, nonprofits, healthcare, and higher education, Megan brings a unique systems-based perspective to navigating leadership transitions. Together, Bob and Megan dive into the emotional and operational complexities of succession planning, from governance and generational dynamics to strategy and communication.
Whether you're a business owner preparing to pass the torch or a next-gen leader stepping into new...2025-05-2624 minBusiness Talk With ChalfinFamily Business: Challenges and Opportunities of Succession with Megan HelznerIn this episode of Business Talk with Chalfin, Bob sits down with Megan Helzner, Principal at CFAR, to explore one of the most critical — and complicated — topics in family enterprise: succession.
With more than 15 years of experience working across family-owned businesses, nonprofits, healthcare, and higher education, Megan brings a unique systems-based perspective to navigating leadership transitions. Together, Bob and Megan dive into the emotional and operational complexities of succession planning, from governance and generational dynamics to strategy and communication.
Whether you're a business owner preparing to pass the torch or a next-gen leader stepping into new...2025-05-2624 min
Business Talk With ChalfinTariffs-A Brief Discussion
For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at The Wharton School.
He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology.
Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an innovative leader in many educational technology initiatives. He is the co-founder of ForClass, a platform that enables...2025-04-1220 minBusiness Talk With ChalfinTariffs-A Brief Discussion
For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at The Wharton School.
He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology.
Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an innovative leader in many educational technology initiatives. He is the co-founder of ForClass, a platform that enables...2025-04-1220 minBusiness Talk With ChalfinWhen Only Profits Matter with Rebecca GreenbaumIn the next episode of Business Talk with Chalfin, Bob is joined by Rebecca Greenbaum, Professor of Human Resources Management at Rutgers School of Management and Labor Relations, to explore the consequences of a profit-at-all-costs mindset in business.
When organizations prioritize financial gain above all else, what happens to workplace ethics, employee well-being, and long-term sustainability? Rebecca, an expert in behavioral ethics and dysfunctional leadership, shares insights from her research on how these factors shape workplace culture, decision-making, and business outcomes.
Don’t miss this deep dive into what happens when only profits matter.
2025-03-1722 minBusiness Talk With ChalfinWhen Only Profits Matter with Rebecca GreenbaumIn the next episode of Business Talk with Chalfin, Bob is joined by Rebecca Greenbaum, Professor of Human Resources Management at Rutgers School of Management and Labor Relations, to explore the consequences of a profit-at-all-costs mindset in business.
When organizations prioritize financial gain above all else, what happens to workplace ethics, employee well-being, and long-term sustainability? Rebecca, an expert in behavioral ethics and dysfunctional leadership, shares insights from her research on how these factors shape workplace culture, decision-making, and business outcomes.
Don’t miss this deep dive into what happens when only profits matter.
2025-03-1722 min
Business Talk With ChalfinSeason 3, Episode 2 Immigrants and The American Story with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.On the newest podcast episode of Business Talk with Chalfin, Bob talks with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.
Gregg Coodley grew up in Philadelphia. He graduated Summa Cum Laude in Economics from the University of Pennsylvania in 1981. He graduated from the University of California at San Diego School of Medicine in 1985. He did a residency in primary care internal medicine at Cambridge City Hospital in Massachusetts. In 1990 he moved to Portland, Oregon to become first an Assistant and then an Associate Professor of Medicine at the Oregon Health Sciences University...2025-02-2022 minBusiness Talk With ChalfinSeason 3, Episode 2 Immigrants and The American Story with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.On the newest podcast episode of Business Talk with Chalfin, Bob talks with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.
Gregg Coodley grew up in Philadelphia. He graduated Summa Cum Laude in Economics from the University of Pennsylvania in 1981. He graduated from the University of California at San Diego School of Medicine in 1985. He did a residency in primary care internal medicine at Cambridge City Hospital in Massachusetts. In 1990 he moved to Portland, Oregon to become first an Assistant and then an Associate Professor of Medicine at the Oregon Health Sciences University...2025-02-2022 min
Business Talk With ChalfinSeason 3, Episode 1: From Enterprise to Equities: Investment Strategies for Business OwnersFor this episode of Business Talk with Chalfin, Bob talks with Andy Kapryn, Partner and Investments Leader for Corient.
Previously, Andy was a Partner and Co-Chief Investment Officer at legacy firm RegentAtlantic and has more than 15 years of experience in investment research and portfolio construction.
Andy focuses his research on public markets investments and touches on all major asset categories—fixed income, equities and alternative strategies. Andy provides regular commentary for financial news media and appears on CNBC, Bloomberg TV, Yahoo Finance and Fox Business News.
His analysis and commentary have been quoted in...2025-01-1626 minBusiness Talk With ChalfinSeason 3, Episode 1: From Enterprise to Equities: Investment Strategies for Business OwnersFor this episode of Business Talk with Chalfin, Bob talks with Andy Kapryn, Partner and Investments Leader for Corient.
Previously, Andy was a Partner and Co-Chief Investment Officer at legacy firm RegentAtlantic and has more than 15 years of experience in investment research and portfolio construction.
Andy focuses his research on public markets investments and touches on all major asset categories—fixed income, equities and alternative strategies. Andy provides regular commentary for financial news media and appears on CNBC, Bloomberg TV, Yahoo Finance and Fox Business News.
His analysis and commentary have been quoted in...2025-01-1626 min
Business Talk With ChalfinNavigating Wealth Now: Suggestions for Preserving and Growing Your LegacyFor this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC.
Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction, operations, service, trading, sales, management, and leadership.
2024-12-0223 minBusiness Talk With ChalfinNavigating Wealth Now: Suggestions for Preserving and Growing Your LegacyFor this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC.
Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction, operations, service, trading, sales, management, and leadership.
2024-12-0223 min
Business Talk With ChalfinThe Real Estate Market - Where Do We Go from HereOn the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments.
Previously, she spent eight years on Wall Street working in...2024-10-1724 minBusiness Talk With ChalfinThe Real Estate Market - Where Do We Go from HereOn the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments.
Previously, she spent eight years on Wall Street working in...2024-10-1724 min
Business Talk With ChalfinFearless Negotiation: Bringing Your Authentic Self to the TableThis podcast episode of Business Talk with Chalfin, Bob talks with Mori Taheripour.
Mori is a globally recognized negotiation expert, an 11-time award-winning faculty member at the Wharton School, a highly sought-after speaker, and the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.
With more than 20 years of experience in negotiations, DE&I, and sports business, Mori’s impressive roster of clients includes Fortune 100 companies, major sports leagues, leading charitable institutions, and government agencies.
2024-08-1226 minBusiness Talk With ChalfinFearless Negotiation: Bringing Your Authentic Self to the TableThis podcast episode of Business Talk with Chalfin, Bob talks with Mori Taheripour.
Mori is a globally recognized negotiation expert, an 11-time award-winning faculty member at the Wharton School, a highly sought-after speaker, and the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.
With more than 20 years of experience in negotiations, DE&I, and sports business, Mori’s impressive roster of clients includes Fortune 100 companies, major sports leagues, leading charitable institutions, and government agencies.
2024-08-1226 min
Business Talk With ChalfinThe Truth About ImmigrationDuring this episode of Business Talk with Chalfin, Bob talks with Zeke Hernandez, the Max and Bernice Garchik Family Presidential Associate Professor. at The Wharton School.
Zeke publishes pioneering research in two broad areas. In the first, explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigration and economic growth in this first line of work has crucial implications for immigration policy. In the second area of research, he studies how firms strategically design corporate strategies through alliances, acquisitions, and divestitures to enhance their innovation and...2024-07-1133 minBusiness Talk With ChalfinThe Truth About ImmigrationDuring this episode of Business Talk with Chalfin, Bob talks with Zeke Hernandez, the Max and Bernice Garchik Family Presidential Associate Professor. at The Wharton School.
Zeke publishes pioneering research in two broad areas. In the first, explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigration and economic growth in this first line of work has crucial implications for immigration policy. In the second area of research, he studies how firms strategically design corporate strategies through alliances, acquisitions, and divestitures to enhance their innovation and...2024-07-1133 min
Business Talk With ChalfinSBA Lending ConsiderationsFor this episode of Business Talk with Chalfin, Bob talks with Lisa Forrest, Head of Live Oak Bank’s Searchfund Lending, about SBA lending considerations.
Lisa Forrest is a seasoned banking professional with over 35 years of experience. Renowned for her expertise in SBA and Conventional lending products tailored to the unique needs of SMBs in the lower middle market, she specializes in guiding searchers and SMB acquirers through transactions of up to $25M in enterprise value.
2024-06-1226 minBusiness Talk With ChalfinSBA Lending ConsiderationsFor this episode of Business Talk with Chalfin, Bob talks with Lisa Forrest, Head of Live Oak Bank’s Searchfund Lending, about SBA lending considerations.
Lisa Forrest is a seasoned banking professional with over 35 years of experience. Renowned for her expertise in SBA and Conventional lending products tailored to the unique needs of SMBs in the lower middle market, she specializes in guiding searchers and SMB acquirers through transactions of up to $25M in enterprise value.
2024-06-1226 min
Business Talk With ChalfinWhy I Founded ZogSports and ZogCulture with Robert Herzog CEO of ZogSports and ZogCultureDuring this episode of Business Talk with Chalfin, Bob talks to Robert Herzog, the CEO and founder of ZogSports and ZogCulture.
After working as a consultant for a decade, Rob founded ZogCulture and ZogSports, two companies that focus on building real personal connections, caring communities, and a sense of play (whether at work or after hours).
2024-05-2225 minBusiness Talk With ChalfinWhy I Founded ZogSports and ZogCulture with Robert Herzog CEO of ZogSports and ZogCultureDuring this episode of Business Talk with Chalfin, Bob talks to Robert Herzog, the CEO and founder of ZogSports and ZogCulture.
After working as a consultant for a decade, Rob founded ZogCulture and ZogSports, two companies that focus on building real personal connections, caring communities, and a sense of play (whether at work or after hours).
2024-05-2225 min
Business Talk With ChalfinValue Versus Price with Kevin KaiserFor this episode of Business Talk with Chalfin, Bob talks with Kevin Kaiser about value versus price.
Kevin is Senior Director of the Harris Family Alternative Investments Program and Adjunct Full Professor of Finance at the Wharton School of the University of Pennsylvania. He was Professor of Management Practice and on the Finance faculty at INSEAD since 1992.
Kevin’s research has focused on private equity, corporate restructuring and financial distress, more recently oriented around corporate governance and management for value creation. In addition to his research in academic and practitioner journals and newspapers, he has co...2024-04-1832 minBusiness Talk With ChalfinValue Versus Price with Kevin KaiserFor this episode of Business Talk with Chalfin, Bob talks with Kevin Kaiser about value versus price.
Kevin is Senior Director of the Harris Family Alternative Investments Program and Adjunct Full Professor of Finance at the Wharton School of the University of Pennsylvania. He was Professor of Management Practice and on the Finance faculty at INSEAD since 1992.
Kevin’s research has focused on private equity, corporate restructuring and financial distress, more recently oriented around corporate governance and management for value creation. In addition to his research in academic and practitioner journals and newspapers, he has co...2024-04-1832 min
Business Talk With ChalfinBaseball How The National Pastime Paralleled US History with Tony Morante
In honor of the start of baseball season, this week's podcast episode of Business Talk with Chalfin is Baseball: How the National Pastime Paralleled US History with Tony Morante.
With a professional journey intertwined with the iconic Yankees franchise, Tony's expertise extends far beyond the confines of the diamond.
As the former head of the Yankee Stadium tours department and a proud inductee into the New York State Baseball Hall of Fame for his insightful book, Baseball, the New York Game: How the national pastime paralleled US History, Tony possesses a wealth of baseball knowledge that listeners are...2024-03-2328 minBusiness Talk With ChalfinBaseball How The National Pastime Paralleled US History with Tony Morante
In honor of the start of baseball season, this week's podcast episode of Business Talk with Chalfin is Baseball: How the National Pastime Paralleled US History with Tony Morante.
With a professional journey intertwined with the iconic Yankees franchise, Tony's expertise extends far beyond the confines of the diamond.
As the former head of the Yankee Stadium tours department and a proud inductee into the New York State Baseball Hall of Fame for his insightful book, Baseball, the New York Game: How the national pastime paralleled US History, Tony possesses a wealth of baseball knowledge that listeners are...2024-03-2328 min
Business Talk With ChalfinAI, Cybersecurity, and Innovation.For this episode of Business Talk with Chalfin, Bob talks with Lauren Knausenberger, Executive Vice President and Chief Innovation Officer of SAIC, a premier Fortune 500® technology integrator driving our nation’s technology transformation, with annual revenues of $6.9 billion and approximately 24,000 employees.
2024-03-0728 minBusiness Talk With ChalfinAI, Cybersecurity, and Innovation.For this episode of Business Talk with Chalfin, Bob talks with Lauren Knausenberger, Executive Vice President and Chief Innovation Officer of SAIC, a premier Fortune 500® technology integrator driving our nation’s technology transformation, with annual revenues of $6.9 billion and approximately 24,000 employees.
2024-03-0728 min
Business Talk With ChalfinMarketing AnalyticsDuring this podcast episode of Business Talk with Chalfin, Bob talks with Thomas Vladeck, Co-Founder and Co-CEO of Gradient Metrics and Recast.
Recast is built by scientists, for marketers and is committed to using the world’s most advanced techniques and technologies to solve the most important problems in marketing measurement.
2024-02-1528 minBusiness Talk With ChalfinMarketing AnalyticsDuring this podcast episode of Business Talk with Chalfin, Bob talks with Thomas Vladeck, Co-Founder and Co-CEO of Gradient Metrics and Recast.
Recast is built by scientists, for marketers and is committed to using the world’s most advanced techniques and technologies to solve the most important problems in marketing measurement.
2024-02-1528 min
Business Talk With ChalfinThe 2024 Wharton EtA SummitFor this podcast episode of Business Talk with Chalfin, Bob talks with Billy O'Neill and Sean McIlroy, '23-'24 Club Board Co-Presidents about The 2024 Wharton EtA Summit
The Wharton ETA Summit brings together MBA students, search fund entrepreneurs, investors, faculty, and other participants in the ETA ecosystem to connect and exchange insights. This year’s conference will feature more networking opportunities and panel topics ranging from all areas of searching, investing, and operating.
2024-02-0415 minBusiness Talk With ChalfinThe 2024 Wharton EtA SummitFor this podcast episode of Business Talk with Chalfin, Bob talks with Billy O'Neill and Sean McIlroy, '23-'24 Club Board Co-Presidents about The 2024 Wharton EtA Summit
The Wharton ETA Summit brings together MBA students, search fund entrepreneurs, investors, faculty, and other participants in the ETA ecosystem to connect and exchange insights. This year’s conference will feature more networking opportunities and panel topics ranging from all areas of searching, investing, and operating.
2024-02-0415 min
Business Talk With ChalfinCentral Bankers and the EconomyFor this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.
2024-01-1923 minBusiness Talk With ChalfinCentral Bankers and the EconomyFor this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.
2024-01-1923 min
Business Talk With ChalfinSBA Loans - An IntroductionWith over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million dollars and has closed over 1,200 SBA transactions.
2024-01-0421 minBusiness Talk With ChalfinSBA Loans - An IntroductionWith over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million dollars and has closed over 1,200 SBA transactions.
2024-01-0421 min
Business Talk With ChalfinSupply Chain and ScalingFor this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania.
He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology.
Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an innovative leader in many educational technology initiatives. He is the co-founder of ForClass, a platform that...2023-12-1432 minBusiness Talk With ChalfinSupply Chain and ScalingFor this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania.
He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology.
Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an innovative leader in many educational technology initiatives. He is the co-founder of ForClass, a platform that...2023-12-1432 min
Business Talk With ChalfinUsing Insurance to Hedge Merger and Acquisition RiskDuring this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk.
Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and other bespoke contingent liability insurance solutions.
2023-11-2925 minBusiness Talk With ChalfinUsing Insurance to Hedge Merger and Acquisition RiskDuring this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk.
Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and other bespoke contingent liability insurance solutions.
2023-11-2925 min
Business Talk With ChalfinMartin Hershy on Small Business Insurance ConsiderationsFor this episode, Bob talks with Martin Hershy about small business insurance considerations.
Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing efficiency through job design, team creation, standardization, system implementation, automation, and business process outsourcing.
Martin has an MBA from The Wharton School and a Bachelor of Business Administration from Temple University- Fox School of Business.
2023-11-1630 minBusiness Talk With ChalfinMartin Hershy on Small Business Insurance ConsiderationsFor this episode, Bob talks with Martin Hershy about small business insurance considerations.
Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing efficiency through job design, team creation, standardization, system implementation, automation, and business process outsourcing.
Martin has an MBA from The Wharton School and a Bachelor of Business Administration from Temple University- Fox School of Business.
2023-11-1630 min
Business Talk With ChalfinDemystifying the School Admissions Process with Thomas CaleelFor this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC.
Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania. Thomas also served on the Dean’s Globalization Committee and was a member of the Wharton Graduate Executive Board.
Global Education Opportunities, LLC, is an international education consulting and Admissions Advisory firm. In this capacity Thomas has served as an advisor to Heads of State, Ministers, corporations, schools, foundations, and...2023-10-1727 minBusiness Talk With ChalfinDemystifying the School Admissions Process with Thomas CaleelFor this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC.
Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania. Thomas also served on the Dean’s Globalization Committee and was a member of the Wharton Graduate Executive Board.
Global Education Opportunities, LLC, is an international education consulting and Admissions Advisory firm. In this capacity Thomas has served as an advisor to Heads of State, Ministers, corporations, schools, foundations, and...2023-10-1727 min
Business Talk With ChalfinThe State of the Housing Market with Lesley Deutch: Part TwoOn this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity of her previous interview on Business Talk with Chalfin.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development...2023-10-0323 minBusiness Talk With ChalfinThe State of the Housing Market with Lesley Deutch: Part TwoOn this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity of her previous interview on Business Talk with Chalfin.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development...2023-10-0323 min
Business Talk With ChalfinLearning from My Business Acquisition with Caroline ChapdelaineFor this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition.
Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She served in the US Army as a Military Intelligence Officer on tours in Korea, Thailand, and Afghanistan. Caroline has worked at a range of large defense programs with Northrop Grumman, Lockheed Martin, L3Harris, Draper Laboratories, and countless others. She received her MBA from The Wharton School of the University of Pennsylvania.
2023-09-2117 minBusiness Talk With ChalfinLearning from My Business Acquisition with Caroline ChapdelaineFor this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition.
Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She served in the US Army as a Military Intelligence Officer on tours in Korea, Thailand, and Afghanistan. Caroline has worked at a range of large defense programs with Northrop Grumman, Lockheed Martin, L3Harris, Draper Laboratories, and countless others. She received her MBA from The Wharton School of the University of Pennsylvania.
2023-09-2117 min
Business Talk With ChalfinLaunching an Exchange-Traded Fund (ETF) with Seth CogswellDuring this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF).
Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge fund.
Seth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H.R. Young Scholarship. He received his undergraduate degree in Decision Making Sciences/Operations Research from the University of North Carolina.
2023-09-0621 minBusiness Talk With ChalfinLaunching an Exchange-Traded Fund (ETF) with Seth CogswellDuring this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF).
Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge fund.
Seth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H.R. Young Scholarship. He received his undergraduate degree in Decision Making Sciences/Operations Research from the University of North Carolina.
2023-09-0621 min
Business Talk With ChalfinInvesting in Biotech with Christoph WestphalFor this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech.
Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has been the co-founder, CEO, and lead investor of seven biotechnology companies that have completed initial public offerings (IPOs) and created sustained market value of over $45 billion and have developed and received FDA approval for over 10 important drugs.
2023-08-2326 minBusiness Talk With ChalfinInvesting in Biotech with Christoph WestphalFor this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech.
Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has been the co-founder, CEO, and lead investor of seven biotechnology companies that have completed initial public offerings (IPOs) and created sustained market value of over $45 billion and have developed and received FDA approval for over 10 important drugs.
2023-08-2326 min
Business Talk With ChalfinImmigrants and the EconomyFor this episode, Bob speaks to Exequiel (Zeke) Hernandez who is the Max and Bernice Garchik Family Presidential Associate Professor at The Wharton School.
During their conversation they discuss the connection between immigration and economic growth.
Zeke publishes pioneering research in two broad areas. In the first area of research, he explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigration and economic growth in this first line of work has crucial implications for immigration policy. In his other area of focus, he studies...2023-08-0126 minBusiness Talk With ChalfinImmigrants and the EconomyFor this episode, Bob speaks to Exequiel (Zeke) Hernandez who is the Max and Bernice Garchik Family Presidential Associate Professor at The Wharton School.
During their conversation they discuss the connection between immigration and economic growth.
Zeke publishes pioneering research in two broad areas. In the first area of research, he explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigration and economic growth in this first line of work has crucial implications for immigration policy. In his other area of focus, he studies...2023-08-0126 min
Business Talk With ChalfinDetermining if the Seller Really Wants to Sell the Business with A.J. WassersteinDuring this episode, Bob talks with A.J. Wasserstein, the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. They talk about how to determine if a seller really wants to sell a business.
A.J. Wasserstein's research, writing, and teaching concentrate on search funds, entrepreneurship, programmatic acquisitions, and small businesses. He is a private investor with a long-term orientation, interested in lower middle-market businesses and philanthropic organizations, where he can be positively impactful by using his experience, time, and capital. Professor Wasserstein was the president of Onesource Water, the...2023-07-1827 minBusiness Talk With ChalfinDetermining if the Seller Really Wants to Sell the Business with A.J. WassersteinDuring this episode, Bob talks with A.J. Wasserstein, the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. They talk about how to determine if a seller really wants to sell a business.
A.J. Wasserstein's research, writing, and teaching concentrate on search funds, entrepreneurship, programmatic acquisitions, and small businesses. He is a private investor with a long-term orientation, interested in lower middle-market businesses and philanthropic organizations, where he can be positively impactful by using his experience, time, and capital. Professor Wasserstein was the president of Onesource Water, the...2023-07-1827 min
Business Talk With ChalfinLessons Learned From Purchasing A Business with Arleigh HaltermanDuring this episode of Business Talk with Chalfin, Bob talks with Arleigh Halterman, the CEO of National Imaging Solutions (NIS) about his lessons learned from purchasing a business.
NIS is a medical imaging sales and service provider based in Houston, TX. Arleigh acquired NIS in April 2019 through a self-funded search.
Before acquiring NIS, Arleigh ran a funded/traditional search fund from 2015 – 2018 in Temecula, CA. Prior to his entrepreneurial path, Arleigh was in the US Navy for 11 years. He was an F-18 Weapon Systems Officer, was stationed in Japan, and did multiple deployments to the Western Pac...2023-07-0523 minBusiness Talk With ChalfinLessons Learned From Purchasing A Business with Arleigh HaltermanDuring this episode of Business Talk with Chalfin, Bob talks with Arleigh Halterman, the CEO of National Imaging Solutions (NIS) about his lessons learned from purchasing a business.
NIS is a medical imaging sales and service provider based in Houston, TX. Arleigh acquired NIS in April 2019 through a self-funded search.
Before acquiring NIS, Arleigh ran a funded/traditional search fund from 2015 – 2018 in Temecula, CA. Prior to his entrepreneurial path, Arleigh was in the US Navy for 11 years. He was an F-18 Weapon Systems Officer, was stationed in Japan, and did multiple deployments to the Western Pac...2023-07-0523 min
Business Talk With ChalfinTrying to Create Things That People Like More with Jeffrey RaiderDuring this episode, Bob talks with Co-Founder and Co-CEO of Harry’s Inc. about creating things that people like.
Jeff Raider aims to build companies and brands that people like more. The ambition of Harry’s Inc. is to create a next generation CPG company by putting people first and delivering against unmet consumer needs. Harry’s Inc. has grown significantly over the last ten years, and is now made up of five brands - Harry’s, Flamingo, Cat Person, Lume, Mando - and Harry’s Labs, the company’s incubation and M&A engine. Prior to Harry's, Jeff c...2023-06-0526 minBusiness Talk With ChalfinTrying to Create Things That People Like More with Jeffrey RaiderDuring this episode, Bob talks with Co-Founder and Co-CEO of Harry’s Inc. about creating things that people like.
Jeff Raider aims to build companies and brands that people like more. The ambition of Harry’s Inc. is to create a next generation CPG company by putting people first and delivering against unmet consumer needs. Harry’s Inc. has grown significantly over the last ten years, and is now made up of five brands - Harry’s, Flamingo, Cat Person, Lume, Mando - and Harry’s Labs, the company’s incubation and M&A engine. Prior to Harry's, Jeff c...2023-06-0526 min
Business Talk With ChalfinRising To the Challenge of the Covid-19 Vaccine and Beyond With Mace RothenbergFor this conversation, Rising to the Challenge of the Covid-19 Vaccine and Beyond, I talk to Mace Rothenberg, MD, a physician-executive with more than 30 years of experience in government, academia, and industry. Mace is the former Chief Medical Officer at Pfizer and will describe the leadership skills that enabled Pfizer to deliver a Covid-19 vaccine in record time. He will also discuss how those skills helped him in his new venture, creating The Museum of Medicine and Biomedical Discovery. I am certain that you will enjoy this episode.
2023-05-2230 minBusiness Talk With ChalfinRising To the Challenge of the Covid-19 Vaccine and Beyond With Mace RothenbergFor this conversation, Rising to the Challenge of the Covid-19 Vaccine and Beyond, I talk to Mace Rothenberg, MD, a physician-executive with more than 30 years of experience in government, academia, and industry. Mace is the former Chief Medical Officer at Pfizer and will describe the leadership skills that enabled Pfizer to deliver a Covid-19 vaccine in record time. He will also discuss how those skills helped him in his new venture, creating The Museum of Medicine and Biomedical Discovery. I am certain that you will enjoy this episode.
2023-05-2230 min
Business Talk With ChalfinSeason 1, Episode 6: Crisis Management With Kim NaylorDuring this conversation Bob talks about Crisis Management with Kim Naylor, President of Fenix Event Management.
Over 25 years ago, Kim Naylor started her own conferences, meetings and incentive event company, Naylor Event Management (NEM). NEM was a Toronto based event Management Company with a specialization in providing innovative and exclusive corporate solutions involving reward and incentive programs, conferences, corporate retreats and major sporting events.
Kim built NEM from scratch into a multi-million-dollar success story. NEM made a strong name for itself in corporate hospitality by employing the best people, designing the most creative solutions and...2023-05-1023 minBusiness Talk With ChalfinSeason 1, Episode 6: Crisis Management With Kim NaylorDuring this conversation Bob talks about Crisis Management with Kim Naylor, President of Fenix Event Management.
Over 25 years ago, Kim Naylor started her own conferences, meetings and incentive event company, Naylor Event Management (NEM). NEM was a Toronto based event Management Company with a specialization in providing innovative and exclusive corporate solutions involving reward and incentive programs, conferences, corporate retreats and major sporting events.
Kim built NEM from scratch into a multi-million-dollar success story. NEM made a strong name for itself in corporate hospitality by employing the best people, designing the most creative solutions and...2023-05-1023 min
Business Talk With ChalfinSeason 1, Episode 5: Retirement Planning in 2023-A Different Approach To Wealth AccumulationDuring this episode, Bob speaks with Leonard Witman about retirement planning.
Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in Florham Park, New Jersey. Mr. Witman is a graduate of Rutgers College and New York Law School, and is a member of the New York and New Jersey Bars. He
is the former New JerseyState Chair of the American College of Trust and Estate Counsel (ACTEC...2023-04-2625 minBusiness Talk With ChalfinSeason 1, Episode 5: Retirement Planning in 2023-A Different Approach To Wealth AccumulationDuring this episode, Bob speaks with Leonard Witman about retirement planning.
Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in Florham Park, New Jersey. Mr. Witman is a graduate of Rutgers College and New York Law School, and is a member of the New York and New Jersey Bars. He
is the former New JerseyState Chair of the American College of Trust and Estate Counsel (ACTEC...2023-04-2625 min
Business Talk With ChalfinSeason 1, Episode 4: ChatGPT, AI, and the Shakeup in the Tech Sector with Saikat ChaudhuriDuring this episode, Bob talks with Berkeley Professor Saikat Chaudhuri about ChatGPT, AI, and the shakeup in the Tech Sector.
Chaudhuri is the inaugural Faculty Director of the Management, Entrepreneurship, & Technology (M.E.T.) Program, a flagship dual-degree program in engineering and business at the University of California at Berkeley. He is also the inaugural Faculty Director of the Berkeley Haas Entrepreneurship Hub, a startup incubator that aims to make entrepreneurship accessible and easier for everyone across the campus. He holds the Grimes M.E.T. Chancellor’s Chair at the university, with a joint faculty appointment in...2023-04-1229 minBusiness Talk With ChalfinSeason 1, Episode 4: ChatGPT, AI, and the Shakeup in the Tech Sector with Saikat ChaudhuriDuring this episode, Bob talks with Berkeley Professor Saikat Chaudhuri about ChatGPT, AI, and the shakeup in the Tech Sector.
Chaudhuri is the inaugural Faculty Director of the Management, Entrepreneurship, & Technology (M.E.T.) Program, a flagship dual-degree program in engineering and business at the University of California at Berkeley. He is also the inaugural Faculty Director of the Berkeley Haas Entrepreneurship Hub, a startup incubator that aims to make entrepreneurship accessible and easier for everyone across the campus. He holds the Grimes M.E.T. Chancellor’s Chair at the university, with a joint faculty appointment in...2023-04-1229 min
Business Talk With ChalfinSeason 1, Episode 3: The Role of Customer Lifetime Value in Corporate Valuation with Peter FaderDuring this episode, Bob talks with Wharton Marketing Professor Peter Fader about the role of customer lifetime value when evaluating a business.
Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting...2023-03-3021 minBusiness Talk With ChalfinSeason 1, Episode 3: The Role of Customer Lifetime Value in Corporate Valuation with Peter FaderDuring this episode, Bob talks with Wharton Marketing Professor Peter Fader about the role of customer lifetime value when evaluating a business.
Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities. He works with firms from a wide range of industries, such as telecommunications, financial services, gaming/entertainment, retailing, and pharmaceuticals. Managerial applications focus on topics such as customer relationship management, lifetime value of the customer, and sales forecasting...2023-03-3021 min
Business Talk With ChalfinSeason 1, Episode 2: The Collapse of Silicon Valley Bank with James VaccaroDuring this episode, Bob talks with James S. Vaccaro, Chair, President, and Chief Executive Officer of Manasquan Bank, a $2.2 billion dollar mutual banking organization founded in 1874. They discuss the collapse of Silicon Valley Bank.
Prior to joining Manasquan in 2012, Mr. Vaccaro served as executive vice president and chief operating officer for SpringPoint Senior Living, New Jersey’s leading provider of not-for-profit senior house and healthcare.
While he has worked in other fields, the majority of Mr. Vaccaro’s career has been as a leader within the banking profession, with more than thirty years of experi...2023-03-1420 minBusiness Talk With ChalfinSeason 1, Episode 2: The Collapse of Silicon Valley Bank with James VaccaroDuring this episode, Bob talks with James S. Vaccaro, Chair, President, and Chief Executive Officer of Manasquan Bank, a $2.2 billion dollar mutual banking organization founded in 1874. They discuss the collapse of Silicon Valley Bank.
Prior to joining Manasquan in 2012, Mr. Vaccaro served as executive vice president and chief operating officer for SpringPoint Senior Living, New Jersey’s leading provider of not-for-profit senior house and healthcare.
While he has worked in other fields, the majority of Mr. Vaccaro’s career has been as a leader within the banking profession, with more than thirty years of experi...2023-03-1420 min
Business Talk With ChalfinSeason 1, Episode 1: The State of the Housing Market with Lesley DeutchOn the first episode of Business Talk with Chalfin, Bob discusses the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments.
Previously, she spent eight years on Wall Street working in public finance for Lehman...2023-02-2433 minBusiness Talk With ChalfinSeason 1, Episode 1: The State of the Housing Market with Lesley DeutchOn the first episode of Business Talk with Chalfin, Bob discusses the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments.
Previously, she spent eight years on Wall Street working in public finance for Lehman...2023-02-2433 min
Hate Watch / Great WatchEpisode 0079: DIRTY WORK (1998)79. Dirty Work (1998)Hello Excellent Humans!If you got a little tired of all the high-falutin talk about artistry, love, and beauty: have we got an episode for you! We’re joined remotely by queen of the podcast guests Tina Dillon and returning guest Michael Chalfin to discuss 1998’s raunchy comedy Dirty Work! * CONTENT WARNING: since this movie can be pretty dang offensive, discussing it could as well * But if you’re still in, we lament the loss of both writer/star Norm MacDonald and director Bob Saget, reminisce about summer camp and being a paperboy, discus...2022-04-201h 40