The Future of Private Equity
by Leah Berend
Welcome to 'The Future of Private Equity' podcast where we explore the cutting-edge tactics revolutionizing the business landscape. Discover how visionary business leaders across industries are driving lasting value and positive change while keeping people and profits in mind. Whether you're a seasoned investor or simply a business enthusiast, subscribe to be part of the movement elevating private equity investing for the better.
Episodes
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Private Equity Meets Retirement: What Investors Need to Know
In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool. Disclaimer: This discussion is for educational purposes only and not investment, tax, or legal advice....
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Rewiring the Lending Game: CapX, AI and the New Era of Private Markets
In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led...
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The Future of Private Equity, AI, and Company Culture
In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into company culture, AI adoption, and leadership challenges in today’s business landscape. Tim shares...
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From Pro Athlete to PE Pro: A Playbook for Success
In this episode of The Future of Private Equity Podcast, host Leah Berend interviews Craig Bunker, a former professional lacrosse player turned private equity leader at Tonka Bay Equity Partners. With over seven years of experience in private equity, Craig brings a unique perspective shaped by…
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The Art of the Deal: Navigating Business Sales
In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions across diverse sectors. Robert opens up about his journey to Telo’s Capital Advisors and the…
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The Evolving Landscape of Private Equity
Welcome back to Part Two! In this episode, Leah continues her conversation with Bob Wegbreit, a seasoned TagNiFi professional and a former GF Data partner. With his background in print advertising and startup consulting, Bob offers a unique perspective on today’s financial challenges. Leah and…
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Navigating the Financial Landscape
In this episode, Leah sits down with Bob Wegbreit, a seasoned expert currently at TagNiFi and a former owner/partner of GF Data. Bob brings a wealth of experience from his early career running a print point-of-sale advertising business and his extensive work consulting for three startups. Join…
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Positioning for Success Part Two: How to Elevate Your Business
In this episode of The Future of Private Equity podcast, host Leah Berend sits down with Marnie Ochs Raleigh, owner of Evolve Systems. Drawing from her early experiences working in her family’s commercial construction company, Marnie shares how businesses can future-proof their security with best...
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Part One: Positioning for Success
Join host Leah Berend as she interviews Marnie Ochs Raleigh, CEO of Evolve Payments and Evolve Marketing. Marnie, who comes from a long line of entrepreneurs, brings a multi-faceted perspective to M&A. In this episode, Marnie shares insights on how companies can best position themselves to…
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Part Two: Behind the Deal with Quazar
In today’s episode, we explore the intricacies of selling your business with Nicole, an expert in private equity. Discover the importance of a strong management team, the emotional aspects of selling, and the critical steps to prepare your business for sale. From financial preparations to…
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Part One: Exit Strategies & Beyond
In this episode, Leah Berend of Marrin Investment Partners sits down with Nicole Behm-Koep of Quazar to discuss the future of private equity. Nicole shares her unique journey into the investment banking world, the evolution of Quazar, and key milestones that have shaped the company. They dive…
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Authentic Growth
In this insightful episode, host Leah Berend is joined by Jennifer Zick, founder and CEO of Authentic, to explore the concept of authentic growth marketing. Jennifer shares her journey of founding Authentic and delves deep into the importance of building brand equity, especially within the…
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Part Two: Private Equity's Referral Revolution
Unlock the secrets of effective referral generation in the private equity realm with Jeff, an expert in business networking and strategy. Discover a systematic approach to understanding referral dynamics and learn how to craft stories that resonate with potential referral sources. Dive into the...
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Part One: Private Equity's Referral Revolution
In this insightful episode, Leah Berend, a private equity investor with a zeal for business growth, engages in an enlightening conversation with Jeff Tockman, a referral generation maestro. Together, they dissect the transformative role of referrals in bolstering private equity firms and…
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CFO Insights: Navigating the Future of Private Equity
Join Leah Berend from Marrin Investment Partners as she welcomes Nisheet Gupta, a seasoned CFO with a global career spanning nine countries, for an insightful discussion on the evolving role of the CFO in private equity. In this episode, Nisheet shares his personal journey, emphasizing the...
About this show
Welcome to 'The Future of Private Equity' podcast where we explore the cutting-edge tactics revolutionizing the business landscape. Discover how visionary business leaders across industries are driving lasting value and positive change while keeping people and profits in mind. Whether you're a seasoned investor or simply a business enthusiast, subscribe to be part of the movement elevating private equity investing for the better.
Hosted by
Leah Berend