Episodes
Inside a $4 Billion Success Story with Dave Groff
Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiri...
The Evolution of Inventory Management: From Spreadsheets to AI with F…
Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platfo...
Leveraging Capital in Nonprofits with Lisette Nieves
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 le...
Maximizing Value In Mergers And Acquisitions With Brian Summe
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 C...
The $14 Billion Sports Tourism Industry with Jason Clement
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 lodg...
The Hard Truths of Entrepreneurship with Fred Cary
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 s...
Mastering the 6 Key Components of Business Success
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 o...
Building a Billion-Dollar Business with Liz Elting
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 inno...
Investing In Emerging Markets With Kevin T. Carter
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 untap...
Municipal Bonds: Demystifying Tax-Free Income With Gregory Torretti
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...
Diving Deep Into Estate Planning With Benjamin Rizzuto
Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen! In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk abo...
Running Distressed Credit With Duncan Farley
Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how…
Thematic Investing: Future Growth Opportunities With Scott Helfstein
Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen! Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode...
Character, Not Perfection: Leadership Lessons And Reflections With Ca…
Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership throu…
Profit Comes First: Cash Flow Mastery For Your Small Business With Ro…
Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen! When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. The...
Start, Scale, Step Back: The Business Owner's Transition With Laurie …
Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it's an almost impossible undertaking to leave it all beh...
Breakthrough Leadership: Shaping Company Culture - Meet The Expert wi…
Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover...
Buying & Selling Real Estate Insights - Meet The Expert with Elliot K…
Welcome to Season 3, Episode 8 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Anthony Cassel, Aaron Brown, and William Cook from Keller Williams to reveal their secret to success: a rich netwo...
The Psychology of Profit: Behavioral Finance & Your Investment Strate…
Welcome to Season 3, Episode 7 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen and Jenifer Bloodsworth explore the fascinating intersection of psychology and finance. Understanding the two thinking syste...
Life Insurance for Wealth Protection and Business Success | Meet The …
Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen!In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion s...
Women's Wealth: Insights, Challenges, and Solutions - Meet The Expert…
Welcome to Season 3, Episode 5 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Tiffany Dyson to delve into the unique challenges women face in financial planning due to social, cultural, and ec...
Fixed-Income Strategies for a Changing Market - Meet The Expert with …
In this episode, Elliot Kallen brings on Bob DeRochie to discuss the current state of the economy, inflation, interest rates, and investment strategies for both bonds and equities. From playing defense in fixed income to focu...
Navigating The Investment Landscape 2023: Bonds, Equities, And Emergi…
Welcome to Season 3, Episode 3 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Simeon Hyman to discuss investment opportunities and challenges to consider in 2023. They cover a range of topics ...
Tax Strategies for High-Earners with Steve Smith - Meet The Expert wi…
Welcome to Season 3, Episode 1 of Meet the Expert® with Elliot Kallen!In this episode, Elliot Kallen brings on Steve Smith to discuss tax planning strategies for high-earners and business owners. Learn more about tax loophol...