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. Discla...
8 Syys 202525min
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 ...
24 Kesä 202529min
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 comp...
30 Maalis 202539min
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...
20 Tammi 202536min
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 acr...
8 Joulu 202431min
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...
29 Loka 202426min
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...
13 Loka 202420min
