Shows
The Horror Heals PodcastFrom Shy Kid to Eisner Nominee: The Healing Power of MonstersIn this episode of Horror Heals, Corey and Kendall welcome Eisner Award-nominated horror comic book writer Jim Ousley. From his love of Universal monster movies to creating stories that tackle societal issues, Jim takes us on a journey through his lifelong connection to horror, comics, and the creative process. The episode explores the intersection of horror, healing, and humor, with anecdotes from Jim and Corey’s time in a sketch comedy troupe, insights into the dynamics of horror conventions, and the profound impact of art on personal and societal healing.From Shy Kid to Eisner Nominee: The He...2024-11-2125 min
EisnerAmper PodcastEngaging Alternatives Spotlight: AI and Technology Venture Growth InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Al Tarar, CEO, Founder and Managing Partner of Quartus Capital Partners LLC, which specializes in scaling growth-stage AI and technology ventures. He shares his outlook for investing in those ventures, including the greatest opportunities and challenges. He also shares how the firm integrates ESG/DEI and more.
2024-11-0707 min
EisnerAmper PodcastBreaking Ground: Life Cycles, Due Diligence, and Grit: How to Succeed as a Real EstateIn this episode, we sit down with Jonathan Glick, the founder and managing partner of Incubation Capital Partners LLC (INCUCAP). Jonathan and his team serve as a one-stop shop for entrepreneurial real estate managers, offering cohesive solutions across financial capital, human capital, and institutional best practices. We explore the current market landscape, the life cycle of real estate deals, and the qualities Jonathan seeks in the entrepreneurs he funds. Whether you’re a seasoned investor or just starting out, this episode provides valuable insights for anyone looking to make their mark in the real estate industry.
2024-03-0121 min
EisnerAmper PodcastAre You Cyber Secure?In this EisnerAmper podcast, Rahul Mahna, partner and leader of EisnerAmper’s Outsourced IT Services, discusses the increasing occurrence of cyber threats—both from outside and inside an organization. He explains why regular training is the best defense, the role of cyber liability insurance and more.
2023-05-0309 min
EisnerAmper PodcastHow an Underdog Startup Came Out on Top In this TechTalk episode, Jordan has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer about continually getting written off—and then rewriting the playbook to secure funding for the leading productivity app. Jordan also addresses the impact of the collapse of SVB on the startup community and shares valuable advice he received.
2023-04-2819 min
EisnerAmper PodcastA Lawyer’s View on the Cannabis IndustryIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Andrew Cooper, Partner-in-Charge of the Health Care and Cannabis & Psychedelics Practice Groups at Falcon Rappaport & Berkman LLP, a unique and innovative full-service law firm, about the issues cannabis companies and entrepreneurs should consider.
2023-04-2822 minEisnerAmper PodcastU.S. Long/Short Growth Equity InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Scott Storkamp at Morgens, Waterfall, a New York-based U.S. long/short growth equity firm. Scott shares his outlook for long/short growth investing, including the greatest opportunities and challenges and more.
This is an informational presentation and does not constitute an offer to sell or a solicitation to purchase any securities of any vehicle or product managed by Morgens, Waterfall, Vintiadis & Company, Inc. ("MW") and therefore may not be relied upon in connection with any offer or sale of securities. This is not an...2023-04-2708 minEisnerAmper PodcastBenefit Plan M&A: M&A Impact on Plan ParticipantsIn the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to consider when guiding benefit plan participants.
2023-04-2509 minEisnerAmper PodcastVenture Capital Investing in CryptoIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Will Reid, Investment Analyst at Pantera Capital, one of the largest crypto-focused venture capital firms. Will shares his outlook for venture capital investing in crypto including the greatest opportunities, challenges and more.
2023-04-2008 minEisnerAmper PodcastBenefit Plan M&A: M&A Impact on Benefit Plan OperationsIn the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on how plan sponsors operate on a day to day basis.
2023-04-1809 minEisnerAmper PodcastLower Midcap European Private Equity InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Karen O’Mahony, Managing Partner, PEAL Capital Partners, a female led lower midcap European private equity firm with a focus on diversity and inclusion. Karen shares with us her outlook for investing in lower midcap PE, including the greatest opportunities and challenges, including how the firm integrates ESG. She also shares her experience being a woman investment manager in the industry.
2023-04-1310 min
EisnerAmper PodcastPrivate Equity Investing in Cloud Computing and Managed IT ServicesIn this episode of Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Frank, CIO and Founder of Cloud Equity Group, a private equity firm that invests in, acquires or lends funds to startup, emerging, established or distressed companies in the cloud computing and managed IT services space. Sean shares his outlook for investing in those sectors, how if at all higher interest rates and the strong U.S. dollar has impacted the firm’s ability to finance leveraged equity investments in and bolt-on acquisitions for portfolio companies, how the economy impacted the financial and operating performance of th...2023-04-1209 minEisnerAmper PodcastBenefit Plan M&A: M&A Considerations
In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should consider when merger benefit plans.
2023-04-0504 minEisnerAmper PodcastETF Investing in Women CEOsIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patricia Lizarraga, Managing Partner, Hypatia Capital, which manages an ETF that invests in women CEOs. Patricia shares her outlook for investing in female CEOs, including the greatest opportunities and challenges, how the firm is integrating ESG, her experience being a woman in the industry and more.
2023-03-3006 minEisnerAmper PodcastPaving the Way: Climate Tech Startup Pivots to Advance its MissionCEO and Founder of Carbon Limit Tim Sperry is committed to being part of something bigger than himself. In this TechTalk episode, Tim has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer about his “passion project” and how an unexpected pivot helped position his startup at the forefront of a major environmental issue.
2023-03-2812 minEisnerAmper PodcastThoughts from a Cannabis Investor
In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with John Lykouretzos, the Chief Executive Officer of Focus Growth Asset Management LP, an investor in the cannabis industry. The two discuss the capital needs of the industry and the experiences of a cannabis investor.
2023-03-2421 minEisnerAmper PodcastLower Middle Market InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mike Trihy, Portfolio Manager at Bow River Capital, a Colorado-based lower middle market manager. Mike shares with us his outlook for lower middle market investing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.
2023-03-2311 minEisnerAmper PodcastReal Estate Investing for Climate ChangeIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rajeev Ranade, Partner, Climate Core Capital, a New York-based real estate investment manager that seeks to minimize climate risk. Rajeev shares his outlook for investing via climate risk, including the greatest opportunities and challenges, how the firm is embracing ESG and more.
2023-03-1606 min
EisnerAmper PodcastTax Tips and Considerations When Relocating to a New StateIn this episode of The Bottom Line Podcast, Jeffrey Parker, Partner and National Co-Leader of EisnerAmper's Private Client Services Group, is joined by Tim Schuster, EisnerAmper Senior Manager. The two discuss Tim's recent experience with relocating to a different state, the crucial tax considerations you don't want to miss when moving, and how to properly handle the change with your employer.
2023-03-1505 min
EisnerAmper PodcastThe Failure of Silicon Valley Bank ExplainedIn this special podcast episode, Alan Wink, managing director for EisnerAmper's Capital Markets, examines the collapse of Silicon Valley and Signature banks. He looks at the underlying causes, possible ripple effects, what it means for depositors and the technology ecosystem, possible buyers for the banks and much more.
2023-03-1411 minEisnerAmper PodcastPrivate Equity Impact InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Radhika Shroff, managing director, private equity impact investing at Nuveen, a global investment manager and wholly owned subsidiary of TIAA. Radhika shares with us her outlook for private equity impact investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and more.
2023-03-0911 minEisnerAmper PodcastImpact Investing in Underinvested CommunitiesIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with George Ashton, President of LISC Fund Management, a Washington, D.C.-based investment firm that manages and deploys impact capital into businesses and real estate investments in underinvested communities across the country.
George shares with us his outlook for impact investing in underinvested communities including the greatest opportunities and challenges, how the firm integrates DEI and more.
2023-03-0208 minEisnerAmper PodcastCommunication with Third Party Administrators and Plan ChangesIn the final episode of EisnerAmper’s three part series on top employee benefit plan audit issues, Brenda and Mark discuss the importance of communication between the plan sponsor and third party administrators, as well as how to effectively work with your auditors and plan administrators.
2023-03-0110 minEisnerAmper PodcastHelping Entrepreneurs Shine Bright in the Sunshine State
Manager of 35 Mules Danielle Mousseau leads the first in-house innovation hub backed by a global energy leader. In this TechTalk episode, Danielle has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about how this unique Florida-based innovation hub is helping early-stage entrepreneurs from around the world.
2023-02-2812 min
EisnerAmper PodcastUnderstanding LIFO Accounting for the Food and Beverage IndustryOn this inaugural episode of Insights À La Carte, an EisnerAmper Food and Beverage Podcast, Rich Colloca, Partner and the firm's National Food and Beverage Practice Leader, and Kevin Nardone, Director in the firm's Private Client Services Group, are joined by Bob Richardson, Vice President of LIFO-PRO. The three cover the basics of last-in, first- out (“LIFO”) accounting and the real-world benefits and tax implications food and beverage businesses leaders need to know about this method.
2023-02-2727 minEisnerAmper PodcastVenture Capital Investing in B2B SoftwareIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kristen Phillips, Executive Director, Golden Section, a Houston-based studio and venture capital fund with a focus on B2B software.
She shares her outlook for VC investing in B2B software, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and how the firm is integrating ESG, DEI and more.
2023-02-2314 minEisnerAmper PodcastExperiences of a Female CBD RetailerIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Beryl Solomon Jackowitz, founder and CEO of “Poplar, Your Modern Drugstore,” an e-commerce marketplace selling a curated assortment of hemp-derived CBD products that launched in 2018. The two discuss the importance of branding and the experiences of a cannabis influencer.
2023-02-2222 minEisnerAmper PodcastOutlook for Private Equity and M&A in 2023
In this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Peter Weinbach, Managing Director, Bentley Associates, a New York-based investment bank for middle market and growth companies. He shares his outlook for the private equity industry this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
2023-02-1612 minEisnerAmper PodcastInvestor Appetite for Alternative Investment FundsIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Audrey Weitz, managing director at New York-based Old City Investment Partners. She shares her outlook for investor appetite for alternative investment funds including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and how she is inspiring other women to go into finance.
2023-02-1507 minEisnerAmper PodcastGetting Proactive About Cyber Security with Remote EmployeesOn this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Rahul Mahna, Partner and leader of the the firm’s Outsourced IT Services team. The two discuss the impact of remote work on IT security, the risks business leaders need to be aware of, as well as best practices and preventive measures to minimize risk.
2023-02-1406 minEisnerAmper PodcastThe Importance of Reconciling Information and Discrepancy Next StepsIn the second episode of EisnerAmper’s three-part series on the top employee benefit plan audit issues, Brenda DeSaro and Mark Deters discuss census and payroll inconsistencies, as well as dealing with discrepancies in the plan audit.
2023-02-0911 minEisnerAmper PodcastAgricultural InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Shonda Warner, Managing Partner, Chess Ag Full Harvest Partners, an asset management firm focused on agricultural investment opportunities. Shonda shares her outlook for agricultural investing, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
2023-02-0209 minEisnerAmper PodcastThe Impact of Understaffing and Employee TurnoverIn the first of three episodes from EisnerAmper, Brenda DeSaro, Director in the Firm’s Pension Services Group and Mark Deters, Managing Director - Retirement Solutions for Creative Planning, look at the impact of understaffing and the Great Resignation on benefit plan audits.
2023-02-0107 minEisnerAmper PodcastSinging to a New Tune: A Cautionary Tale on Ownership TransitionCEO of The Singing Machine Company Gary Atkinson has taken his company through multiple funding rounds and a successful ownership transition. In this “TechTalk” episode, Gary has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer. The pair talk about consumer trends and business strategy, public company financing and an ownership transition that includes an insightful cautionary tale.
2023-01-3123 minEisnerAmper PodcastThe Impact of PR on the Cannabis SectorIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jordan Isenstadt, SVP and leader of the Cannabis Practice at Marino, a full-service PR and marketing firm. The two discuss the importance of strategic communications for cannabis, the tenets of a sound PR plan, and how savvy business leaders are communicating to spark business growth.
2023-01-2522 min
EisnerAmper PodcastHow to Know If ESG Strategies Are Right for Your BusinessYou’ve likely heard the acronym ESG mentioned countless times recently, but maybe you aren’t sure that the strategies involved make sense for your business. In this episode of ESG In Focus, Lourenco Miranda and Danielle Barrs discuss ESG strategies, what benefits they offer, and how middle market companies can make the most of these efforts.
2023-01-2445 minEisnerAmper PodcastVenture Capital Investing in FinTechIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rachel ten Brink, General Partner of Red Bike Capital, a Latina-led seed stage fund based in New York investing in fintech, ecommerce infrastructure and future of consumer. Rachel shares her outlook for investing in those areas, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
2023-01-1910 minEisnerAmper PodcastReal Estate Impact of Remote WorkersAmy Menist joins Tim Schuster on The Bottom Line, where they discuss the top trends in real estate market due to the rise in remote workers. This podcast also discusses what employees and employers should be considering regarding purchasing versus renting spaces or houses.
2023-01-1808 minEisnerAmper PodcastDigital Assets InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Siemer, CEO of Wave Financial, an over $1 billion digital asset manager based in Santa Monica. During the podcast recorded on November 8th, 2022, a notable day in the crypto industry, David shares with us his outlook for digital assets including the greatest opportunities and challenges he faces. He also addresses how the firm integrates DEI.
2023-01-0505 minEisnerAmper PodcastTop Legal Trends for Cannabis Business in 2023In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Neil Kaufman, Managing Member of Kaufman McGowan, PLLC, and one of Cannabis Law Report’s top cannabis lawyers. The two take a deep dive into some of the legal issues, trends, and developments industry leaders need to know going into the new year, from both federal and local levels.
2022-12-2221 minEisnerAmper PodcastUnderstanding ESG Ratings and How to Measure for ThemWith an alphabet soup of ESG standards and no final word yet from the SEC on their proposed disclosure rules it's really easy to get confused. It's normal to ask, what do I need to measure? Do I need to measure everything? And to feel completely overwhelmed. Listen in as Lourenco Miranda, Managing Director, Danielle Barrs, Director, and Charles Waring, Partner, of EisnerAmper’s ESG and Sustainability services discuss what you really need to measure and give some tips on how to do it.
2022-12-2131 min
EisnerAmper PodcastFood and Beverage Manufacturing Insights for 2023As the food and beverage industry continues to command change and innovation to meet consumer wants and needs, it is paramount that leaders have the right tools to stay ahead of the curve. In this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Richard Colloca, EisnerAmper Partner and National Food and Beverage Practice Leader, and Michael J. O’Donnell, President and CEO of The Belmullet Food and Beverage Group. The three cover the trends and developments will want to understand as well as insights on positioning themselves for success in 2...2022-12-2032 minEisnerAmper PodcastRemote Work Considerations During the Hiring ProcessIn this episode of The Bottom Line, Tim Schuster, Senior Manager in EisnerAmper’s Private Client Services Group, is joined by Dr. Matthew Kerzner, Managing Director in the firm’s Center for Individual and Organizational Performance. The two discuss the impactful remote work trends and implications business and HR leaders need to consider throughout the entire hiring process to ensure they’re finding the right fit.
2022-12-1907 minEisnerAmper PodcastFundamental & Quantitative InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Frank Fu, Founder & CEO of CaaS Capital. He shares his outlook for fundamental and quantitative investing, including the greatest opportunities and challenges, how the firm is embracing ESG, DEI and more.
2022-12-1406 minEisnerAmper PodcastPrivate Equity and Growth Equity Investing in B2B Software and Services CompaniesIn this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Dan Raynor, Co-Founder and Managing Partner of Argentum Capital Partners, a New York-based growth equity firm that partners with bootstrap entrepreneurs focused on B2B software and services companies. He shares his outlook for investing in those sectors, how if at all higher interest rates and the strong U.S. Dollar has impacted the firm’s ability to finance leveraged equity investments in and bolt-on acquisitions for portfolio companies, how the economy impacted the financial and operating performance of the portfolio companies and more.
2022-12-1314 minEisnerAmper PodcastFixed-Income InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Steve Kaczmarek, CEO, East End Wealth Management, an investment manager focused on fixed-income. He shares his outlook for investing in fixed-income including the greatest opportunities and challenges, his views on the SEC pushing for increased transparency, and more.
2022-12-0505 minEisnerAmper PodcastDid VC Activity Reach a Tipping Point in Q3?Managing Director of Capital Markets Alan Wink discusses a few VC red flags—such as deal counts and exits. Combine those with geopolitical volatility and you have the makings of a VC market slowdown. Fundraising, however, has been a bright spot. Alan will also examine what he’s looking for in Q4 as we close out the year.
2022-11-2306 minEisnerAmper PodcastPrivate Equity Investing in Consumer and Health CareIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Samantha Ory, General Partner of Ouroboros Group, a Boston-based private investment firm specializing in middle-market corporate acquisitions and operations. Samantha shares with us her outlook for private equity investing including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and more.
2022-11-2211 minEisnerAmper PodcastExperiences of a Cannabis Dispensary OwnerIn this episode of CannaCast, Eric Altstadter, Partner and leader of the firm's Cannabis and Hemp Group, speaks with Janice Grossman, President of Oregon’s Green Rush, a Family-Owned cannabis dispensary based in Eugene, Oregon. The two discuss Janice's experience operating a cannabis business, as well as various trends and topics in the industry.
2022-11-2109 minEisnerAmper PodcastHow to Identify and Mitigate Fraud Risk in ManufacturingIn this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Hubert Klein, Partner and Practice Leader of the firm’s Forensic, Litigation and Valuation Services Group. As part of International Fraud Awareness Week, the two discuss the actionable strategies and controls manufacturing business leaders can implement to better identify and mitigate fraud in their organizations.
2022-11-1714 minEisnerAmper PodcastAsset Backed Specialty Finance Enhanced Through Blockchain TechnologyIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kevin Miao, Head of Credit at BlockTower Capital, an institutional investment firm headquartered in Miami focused on cryptocurrency and blockchain technology. Kevin shares with us his outlook for asset-backed specialty finance enhanced through blockchain technology, including the greatest opportunities and challenges. He addresses how the firm integrates DEI.
2022-11-1513 minEisnerAmper PodcastDo We Have to Measure Everything for ESGESG criteria can be very daunting and it’s easy to get overwhelmed by it. In this episode, Danielle Barrs, Director, and Charles Waring, Partner, break down materiality and GAAP issues to explain what companies need to measure and why. We’ll also talk about how those measurements can provide insights that could help the company reduce costs and maximize opportunities – from access to capital to creating new revenue streams.
2022-11-1145 minEisnerAmper PodcastReal Estate Trends and Strategies for Manufacturing LeadersIn this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Andrew Zezas, Strategist and CEO of Real Estate Strategies, a New Jersey-based corporate real estate advisory and transaction services firm. The two discuss the unique pain points manufacturing leaders face from a real estate perspective, such as warehouse management, lease structuring, how to mitigate transactional risks and more.
2022-11-0724 minEisnerAmper PodcastAn Entrepreneur’s Life Experience Fuels Mission-Aligned StartupFounder and CEO of HearMe Adam Lippin shares his unique life experience that influenced the launch of his mission-aligned startup. In this TechTalk episode, Adam has a conversation with EisnerAmper's West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande about how his idea became the leading, on-demand, peer support application—and his secret sauce for its continued expansion.
2022-11-0411 minEisnerAmper PodcastHigh Income Marketable AlternativesIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Floyd Tyler, President & CIO of Preserver Partners, a Memphis-based investment manager focused on high income, marketable alternative portfolios. A former Partner at Gerber/Taylor Capital Advisors, Tyler shares his views on investing in high income marketable alternatives portfolios, including the greatest opportunities and challenges, how the firm integrates DEI and more.
2022-11-0305 minEisnerAmper PodcastConvexity StrategiesIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nancy Davis, Chief Investment Officer of Quadratic Capital Management, a Greenwich, Connecticut-based investment advisory firm focused on convexity strategies.
She shares with us her outlook for investing in convexity strategies, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry and how the firm is embracing DEI.
2022-10-2806 minEisnerAmper PodcastHelping Entrepreneurs Develop Their Cannabis Operational StrategiesIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Juliana Whitney, founder and CEO of Cann Strategy. Cann Strategy helps cannabis business investors and operators win licenses, launch operations, expand to multiple states and develop competitive strategies. Juliana is also the co-founder of Leafsheets.com, a site that contains information entrepreneurs need to move forward in the cannabis sector.
2022-10-2616 minEisnerAmper PodcastDeep Tech Venture Capital InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Wang, General Partner, Creative Ventures, a deep tech venture firm investing in early-stage companies. He shares his outlook for VC investing in early-stage companies, including the greatest opportunities and challenges, how the firm is embracing DEI and more.
2022-10-2011 minEisnerAmper PodcastMaximizing Your Accounting Firm for ESGAccounting firms are already collecting and analyzing the company’s financials, so they are in the central seat to be able to help companies address their ESG reporting issues. Accountants will be able to attest and assure the numbers are accurate, as required by the SEC disclosure rules, and will be able to analyze trends as well. Even for companies that are not publicly-traded (and therefore do not have to file these to the SEC), these disclosures are often material to secure contracts with publicly-traded companies and/or with government agencies. Danielle Barrs, Director, and Charles Waring, Partner, both of...2022-10-1335 minEisnerAmper PodcastEmerging Markets Infrastructure DebtIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Susan Wisialko, Founder and CIO of Global Infrastructure Finance, a Boston-based asset manager that invests in emerging markets infrastructure debt. She shares with us her outlook for investing in emerging markets infrastructure debt, including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
2022-10-1109 minEisnerAmper PodcastRules, Regulations and Quality Control in the Cannabis IndustryIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Evan Kolakowski, Director of Regulatory and Quality Assurance at TerrAscend New Jersey, about how TerrAscend New Jersey complies with the rules, regulations and quality control for this budding industry.
2022-09-2817 minEisnerAmper PodcastESG InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ima Edomwonyi, Executive & Senior ESG Analyst at Franklin Mutual Advisers. He shares his outlook for ESG including the greatest opportunities and challenges, how the firm integrates it and more.
2022-09-2012 minEisnerAmper PodcastOutlook for Private Equity in Current Macroeconomic EnvironmentIn this episode of Private Equity Dealbook, Elana Margulies Snyderman, Director, Publications, speaks with Pat Crocker, Managing Director, Investment Banking, Cowen. He shares his outlook for the private equity industry this year and M&A activity amid the current macroeconomic environment, including how the environment has impacted transactions, deal valuations, due diligence and more. He also shares his thoughts on how ESG continues to become more prominent in evaluating companies.
2022-09-0616 minEisnerAmper PodcastSystematic InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Clifton Hill, Senior Vice President and Global Macro Portfolio Manager at Acadian Asset Management, a Boston-based systematic investment manager. He shares his outlook for systematic investing including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
2022-09-0111 minEisnerAmper PodcastVenture Capital Investing in Women-Owned EntrepreneursPublications, EisnerAmper, speaks with Victoria Pettibone, Chief Investment Officer & Managing Partner, Astia Fund, a Silicon Valley-based early-stage venture capital fund that invests in women entrepreneurs.
Victoria shares her outlook for VC investing in women-owned companies, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, how the firm is embracing DEI and more.
2022-08-3112 minEisnerAmper PodcastJenny’s Baked at Home Enters NY State Adult-Use Cannabis MarketIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Jenny Argie, owner of Jenny’s Baked at Home Jenny has been creating CBD products for several years and is now looking to produce THC products for the New York market. She had been a successful entrepreneur in the children’s furniture business before pivoting to the CBD sector.
2022-08-3014 minEisnerAmper PodcastUsing AI to Recreate the Travel Experience—for Business and PleasureChief Technology Officer of Onriva Dr. Mike Remedios has spent his career leading high tech in consumer internet companies. In this TechTalk episode, Mike has a conversation with EisnerAmper’s West Coast Technology & Life Sciences Practice Leader Amar Bhatkhande about how Onriva is using artificial intelligence to empower the suppliers and buyers of business travel, and he shares advice regarding the right time to innovate and disrupt.
2022-08-2512 minEisnerAmper PodcastUnderstanding the Benefits of ESG and SustainabilityLourenco Miranda, Managing Director, and Danielle Barrs, Director, of EisnerAmper’s ESG and Sustainability Services are joined by Travis Epp, Audit Partner and Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group to define ESG and sustainability and to explain the practical benefits of implementing these strategies for an organization.
2022-08-2541 minEisnerAmper PodcastPrivate CreditIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Danielle Brown, CEO, Altriarch Capital Management, a Charleston, South Carolina-based private credit manager. Brown, a well-known name in the industry, who was formerly managing director at Neuberger Berman’s Dyal Capital, shares her outlook for private credit, including the greatest opportunities and challenges, her experience being a woman investment manager in the industry, and how the firm is embracing DEI.
2022-08-1112 minEisnerAmper PodcastManuFacts & Perspectives Introduces the Early Adopter SeriesThis episode introduces the EisnerAmper Early Adopter series. Early Adopters will present timely management topics for business executives This series introduces senior management challenges in becoming compliant with DoD contracts. This episode also discusses the new DoD 5200.48 Controlled Unclassified Information that was released in March 2020.
2022-08-0210 min
EisnerAmper PodcastThe Changing Climate and the Risk and Opportunities for Your BusinessJoin Lisë Stewart and Crystal Egger, President & Meteorologist with Monarch Weather Consulting, as we discuss the impact of climate change, new weather prediction technology, and the potential risks and opportunities that our changing world might bring to your business.
2022-08-0214 minEisnerAmper PodcastVC Market Contraction in Q2 2022Managing Director of Capital Markets Alan Wink talks about the factors (e.g., geopolitical events, economic uncertainty, inflation, rising interest rates, supply chain issues) that continue to apply downward pressure on venture capital markets. But it’s not all gray skies. Fundraising and seed-stage deals continue to be bright spots.
2022-08-0205 min
EisnerAmper PodcastFuture Planning: Tax Strategies for Family OfficesHow can family offices prepare for the coming years from a tax perspective? In this podcast with EisnerAmper host Michael Morris, EisnerAmper Tax Director Daniel Krauss highlights key tax strategies and planning opportunities for family offices and high-net-worth individuals, including family succession planning and wealth transfer techniques.
2022-08-0213 minEisnerAmper PodcastInsurance Strategies for the Cannabis and Hemp IndustriesIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Wayne Marguilies, Cannabis & Hemp Insurance Specialist at HUB International.
2022-07-2113 min
The Green PeakEisner Advisory Group LLC with Eric AltstadterEisner Advisory Group LLC with Eric Altstadter today on The Green Peak with Rich Zwicky today on The Cannabis Radio. Eric Altstadter is an Audit Partner and Chair of the firm's Cannabis and Hemp practice within the Manufacturing and Distribution Group. He has more than 30 years of experience working with public companies and privately held businesses throughout the country.2022-07-0524 minEisnerAmper PodcastStrategic Communications for the Cannabis IndustryIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Stu Zakim, President at Bridge Strategic Communications. Bridge Strategic Communications works with clients to raise, expand or reposition their profiles to their various constituencies through integrated public relations programs. Clients include start-ups and established properties in the media, entertainment and cannabis sectors.
2022-06-2812 minEisnerAmper PodcastGrowth Equity Investing in Hospitality & Hospitality TechIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Mark Leavitt, Managing Partner & Co-Founder of Enlightened Hospitality Investments, a New York-based growth equity fund he co-founded with restauranteur Danny Meyer. He shares his outlook for investing in hospitality and hospitality tech including the greatest opportunities and challenges, how the firm is integrating ESG, DEI and more.
2022-06-2812 minEisnerAmper PodcastInvesting With PurposeIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Timothy Dunn, Managing Partner and Chief Investment Officer of Terra Alpha Investments, a Washington D.C.-based sustainability investment firm. He shares his outlook for sustainable investing including the greatest opportunities and challenges, thoughts on the SEC’s rules to enhance ESG disclosures, how the firm is addressing DEI and more.
2022-06-1615 minEisnerAmper PodcastEconomic Trends Manufacturers Need to KnowIn this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by George Markman, Senior Vice President at Wells Fargo’s Commercial Banking Division. The two discuss a variety of major challenges manufacturers face today—from supply chain disruption and employment shortages to rising inflation and interest rate hikes—as well as what business owners can expect in the future.
2022-06-1017 minEisnerAmper PodcastInvesting With a Climate LensIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Zach Stein, Co-Founder of Carbon Collective, a San Francisco-based investment adviser focused on solving climate change. He shares his outlook for investing in companies focused on addressing climate change, including the greatest opportunities and challenges, thoughts on the SEC’s push for more transparency, how the firm is integrating DEI and more.
2022-06-0611 minEisnerAmper PodcastBachelors and Masters Degrees Now Offered in the Business of CannabisIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Michael Zaytsev, Academic Director, Business of Cannabis at LIM College, that has recently created a Bachelors of Business Administration and a Masters of Professional Studies degree programs in The Business of Cannabis.
2022-05-1911 minEisnerAmper PodcastTravel Reimagined—for the Greater GoodFounder and CEO of Onriva Vajid Jafri has a history of building new companies that harness the power of new technologies for the greater good of the industry. In this TechTalk episode, Jafri talks about how he’s succeeded in the travel industry and offers advice for other entrepreneurs.
2022-05-1813 minEisnerAmper PodcastPrivate Debt InvestingIn this episode of the Private Equity Dealbook, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Brett Hickey, Founder & CEO of Star Mountain Capital, a New York-based asset management firm focused on the lower middle market. He discusses his outlook for debt investing including the greatest opportunities and challenges. He will also addresses his due diligence process for providing debt financing, how debt agreements have changed, how the firm is addressing ESG and more.
2022-05-1726 minEisnerAmper PodcastInterval FundsIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Kim Flynn, Managing Director, Alternative Investments, XA Investments, a Chicago-based alternative investment manager focused on interval funds. She shares her views on interval funds including the greatest opportunities and challenges, how the firm integrates ESG, the challenges of making private investments more accessible for every investor and more.
2022-05-1613 minEisnerAmper PodcastNavigating the Supply Chain LandscapeOn this episode of ManuFacts and Perspectives, Travis Epp, Partner-in-Charge of EisnerAmper’s Manufacturing and Distribution Group, is joined by Hannah Testani, CEO of Intelligent Audit, the leader in multimodal freight audit and transportation spend analytics. The two discuss some of the major disruptions facing the supply-chain today, areas directly impacted by these challenges to keep in mind, and opportunities where companies can invest to evolve their supply-chain management practices.
2022-04-2721 minEisnerAmper PodcastESG is Here to Stay!Join Lisë Stewart and Joan Michelson as they discuss the importance of ESG and some of the important trends we are seeing in the market. Joan, a well-known a journalist and author in the sustainability and ESG space, is a lively and dynamic speaker, who uses her vast network to encourage engagement and change. In this podcast, we’ll talk about some of those changes and what they might mean for your business.
2022-04-2621 minEisnerAmper PodcastCannabis Banking Legislation: Where are we now?In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Becky Postar, the Chief Operating Officer of Higher-Risk Deposit Compliance Solutions, Inc., a company that provides solutions to financial institutions that are interested in banking in the cannabis industry.
2022-04-2513 minEisnerAmper PodcastThe “Social” Component of ESG InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Eleni D. Janis, Managing Partner and Chief Investment Officer of Equivico, a New York City-based woman-owned impact investment management firm launched with support from the National Community Reinvestment Coalition (NCRC) that focuses on the “S” or “Social” component of ESG investing, exclusively on economic inclusion and high-volume responsible lending to small businesses including but not limited to women, people of color, veteran-owned businesses and those in low income areas. She shares her views on the importance of focusing on the social component of ESG investing...2022-04-1214 min
EisnerAmper PodcastMaximizing the “Value” of a College EducationMatt Kerzner interviews Rob Katz on the importance of understanding the true cost of a college education. What options should parents and children consider when evaluating college choices? How do we make our college-age children accountable for the cost of higher learning? During this interview, we discuss strategic ways to think about the many options that are available to both parents and kids.
2022-04-0613 minEisnerAmper PodcastSystematic Global Macro InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Neil Ramsey, Founder, CEO & CIO of Ramsey Quantitative Systems, Inc., a Louisville-based quantitative investment management firm that employs systematic trading strategies. A pioneer in systematic trading, he shares his outlook for systematic global macro investing, including the greatest opportunities and challenges, why he forayed into yield investing, his perspective on ESG and his thoughts on the SEC’s push for enhanced transparency.
2022-04-0113 minEisnerAmper Podcast80/20 Rule for InvestingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Leon Brujis, Partner, Palladium Equity Partners, a minority-owned $3 billion private equity firm that invests in lower middle market companies in the consumer, services, industrials, and health care sectors. He discusses the 80/20 rule and how it applies to investing, the SEC’s approach to 100% disclosure, DEI and more.
2022-03-3110 minEisnerAmper PodcastThe State of Massachusetts Cannabis - 6 years laterIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Max Borg, Partner in the Boston based Law Firm Burns & Levinson, about the experience of the State of Massachusetts with legal recreational cannabis, which was legalized about 6 years ago.
2022-03-3017 minEisnerAmper PodcastHuman Resource Trends for Manufacturing and Distribution CompaniesIn this episode of ManuFacts & Perspectives, Travis Epp, Partner-in-Charge of the Manufacturing and Distribution Group speaks with Matthew Kerzner, Ph.D., Managing Director in the Center for Individual and Organizational Performance. They discuss the challenges and trends affecting recruitment and retaining talent in the Manufacturing & Distribution Industry.
2022-03-0918 minEisnerAmper PodcastWater investingIn this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Matt Diserio, President of Water Asset Management, a New York City and San Francisco-based investment manager deemed one of the first water industry investors investing exclusively in companies and assets that ensure water quality and supply. He shares with us his outlook for investing in those companies, including the greatest opportunities and challenges. In addition, he shares insight on ESG.
2022-03-0713 min
EisnerAmper PodcastHealth Care Advances for Veterans----more----Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Charles Cathlin, the CEO and co-founder of Polaris Genomics, in this episode of Government Health Insights. Polar Genomics, a service disabled veteran owned small business, which develops evidence-based diagnostics and therapeutics for individuals who face higher risk for posttraumatic stress disorder, and other mental health conditions. Charles discusses how he got involved in serving veterans, lessons he learned along the way and how he serves veterans through his business.
2022-03-0713 minEisnerAmper PodcastCannabis and Banking: What to ExpectIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Todd Sherer, First Vice President, Business Development – Specialty Clients at Valley Bank about banking for the Cannabis Industry.
2022-03-0209 minEisnerAmper PodcastThe State of Massachusetts Cannabis - 6 Years LaterIn this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Max Borg, Partner in the Boston based Law Firm Burns & Levinson, about the experience of the State of Massachusetts with legal recreational cannabis, which was legalized about 6 years ago.2022-03-0209 minEisnerAmper PodcastInsurance, Cybersecurity and Your BusinessTim Schuster is joined by Steve Edelstein from USI Insurance Services to discuss Cyber Security insurance and why it’s important for your business to be proactive in setting up cyber security measures.
2022-03-0106 minEisnerAmper PodcastBootstrapping: Capital from CustomersIn this TechTalk episode, CEO of MulticoreWare and President of TiE-Silicon Valley AGK Karunakaran debunks the myth that entrepreneurs need venture capital to grow a successful business. Through his third:third:third philosophy, AGK talks with Amar Bhatkhande about launching a successful business, impact investing, and active giving.
2022-02-2420 minEisnerAmper PodcastDigital Services Innovation for the Department of Veterans AffairsIn this episode of Government Health Insights, Dr. David Shulkin, formerly the ninth secretary of the Department of Veterans Affairs and Ron Dreskin, Partner in EisnerAmper’s Health Care Services Group, speak with Robert Rasmussen, CEO and Dan Levenson, President, Agile Six, a service disabled veteran-owned full spectrum digital services company. Robert and Dan discuss their inspiration for spearheading their business, the projects they are working to offer their services to veterans and lessons learned along the way.
2022-02-2117 min