Not So Private Equity2 Jul 2024

Season 2 Episode 10: Jason Campbell - Heritage Wealth Management

In this week's episode of Not So Private Equity, we welcome Jason Campbell, Co-Chief Investment Officer at Heritage Wealth Management.

Jason joins us to talk about the role allocators play in the private equity world, and how he helps clients navigate investing in private equity funds.

Disclaimer:

Heritage Wealth Management, Inc. (“HWMI”) is an SEC-registered investment adviser; however, this does not imply any level of skill or training and no inference of such should be made. The opinions expressed herein are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. We provide historical content for transparency purposes only. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Mention of a security should not be considered a recommendation or solicitation to purchase or sell the security, and any securities mentioned may be held by HWMI for client portfolios. HWMI does not become a fiduciary to any listener, reader or other person or entity by the person’s use of or access to the material. The listener or reader assumes the responsibility of evaluating the merits and risks associated with the use of any information or other content and for any decisions based on such content.

Heritage Wealth Management: https://www.hwmi.com/

ECA: https://www.eca-partners.com/

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Episoder(29)

Season 2 Episode 18: Vanessa Goolsby - VGA

In this episode of Not So Private Equity, we welcome Vanessa Goolsby, GTM & AI Growth Advisor and Bestselling Author. Vanessa joined us to talk about her new book, "The $100M Push", outlining the 4 de...

28 Mai 38min

Season 2 Episode 17: Jeff Collins - Cloverlay

In this episode of Not So Private Equity, we welcome Jeff Collins, Managing Partner at Cloverlay.Jeff joins us to share his thought-provoking approach to investing, and explains how Cloverlay creates ...

13 Nov 202526min

Season 2 Episode 16: Monty Yort - GenNx360 Capital Partners

In this episode of Not So Private Equity, we welcome Monty Yort, Managing Partner at GenNx360.Monty joins us to talk about their unique playbook for scaling lower middle-market businesses through a pr...

11 Nov 202524min

Season 2 Episode 15: Kade Thomas - Emory Oak Partners

In this episode of Not So Private Equity, we welcome Kade Thomas, Founder & CEO at Emory Oak Partners.Kade joins us to share how his passion for entrepreneurship led him to private equity and what dif...

16 Jul 202520min

Season 2 Episode 14: How to Win with a PE Mindset

Learn how to think like a CEO to guide a company to scale, think differently and navigate crisis.Joe Gerber, seasoned CEO, COO and Private Equity Operating Advisor, joins us to talk about his extensiv...

14 Mar 202544min

Season 2 Episode 13: Where PE-Backed GTM Meets AI

In this week's episode of Not So Private Equity, we welcome Russell Findlay, a Private Equity Operating Partner and Marketing Executive. Russ joins us to talk about his experience in private equity, t...

11 Des 202426min

Season 2 Episode 12: Ralph Shayne - Altamont Capital Partners

In this week's episode of Not So Private Equity, we welcome Ralph Shayne, Operating Partner at Altamont Capital Partners. Ralph joins us to talk about the nuances of his role as an investor and boar...

26 Nov 202432min

Season 2 Episode 11: Beyond the Numbers: How a COO Drives Real Value in PE-Backed Companies

In this week's episode of Not So Private Equity, we welcome Paul Gouge, Fractional Strategic Advisor at Observe. Paul is a seasoned operations leader joining us to share his experience and takeaways ...

7 Nov 202431min