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 Sep 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 Juni 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 Mars 202539min
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 Dec 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 Okt 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 Okt 202420min
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 commer...
15 Sep 202425min
