Episodes

  • Leveraging Capital in Nonprofits with Lisette Nieves

    Leveraging Capital in Nonprofits with Lisette Nieves
    Sep 4 2024
    In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector.
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    28 mins
  • Maximizing Value In Mergers And Acquisitions With Brian Summe

    Maximizing Value In Mergers And Acquisitions With Brian Summe
    Aug 21 2024
    Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business owners in navigating various exit strategies, from passing their business to family members to pursuing management buyouts or selling to strategic buyers. He emphasizes the vital role of M&A advisory in providing tailored solutions and navigating the complex sale process, which includes a formal competitive market approach. Tune in and start planning your successful exit strategy today. Read More: (insert link to the episode) Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment/ Visit Us: https://prosperityfinancialgroup.com/ We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment/
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    21 mins
  • The $14 Billion Sports Tourism Industry with Jason Clement

    The $14 Billion Sports Tourism Industry with Jason Clement
    Aug 7 2024
    Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike.
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    31 mins
  • The Hard Truths of Entrepreneurship with Fred Cary

    The Hard Truths of Entrepreneurship with Fred Cary
    Jul 17 2024
    Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.
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    29 mins
  • Mastering the 6 Key Components of Business Success

    Mastering the 6 Key Components of Business Success
    Jun 19 2024
    To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction.
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    34 mins
  • Building a Billion-Dollar Business with Liz Elting

    Building a Billion-Dollar Business with Liz Elting
    Jun 5 2024
    Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.
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    37 mins
  • Investing In Emerging Markets With Kevin T. Carter

    Investing In Emerging Markets With Kevin T. Carter
    Apr 17 2024
    Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventional routes. He also talks about the risks of investing in emerging markets and what you can do about them. You might get convinced to take a closer look at one of these markets when you’re done with this episode, so tune in!
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    40 mins
  • Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti

    Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti
    Apr 8 2024
    Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future! Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option. That’s where we come in. At Prosperity Financial Group, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment
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    30 mins