PODCAST

Private Equity Profits

Seth Greene

The Private Equity Profit podcast is hosted by Cliff Locks, founder and president of Investment Capital Growth, a strategy, and operations management consulting firm, and Seth Greene, CEO at Market Domination LLC, Best Selling author and serial entrepreneur. Cliff and Seth interview experts in the financial sector, focusing on private equity and real estate funds, discussing developments and trends shaping the industry.
Play Trailer
Private Equity Profits Trailer
Ep 32: Creating Streams of Passive Income with Raw Land Investing
Creating Streams of Passive Income with Raw Land Investing – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 032 Mark Podolsky   Armed with $3,000 and no real estate experience, Mark Podolsky bought his first parcels of land in 2001. Now, he is the owner of Frontier Properties, a successful investing company, and has completed more than five thousand lucrative land deals. He is also the founder of geekpay.io, an automated collection system that helps lenders get payments from borrowers without collection headaches. Having escaped the corporate world and solo-economic dependency himself, Mark works as a coach and mentor to help others achieve their financial freedom goals. He is dedicated to teaching current, relevant, “real-world” investing methods to his students Listen to this informative Private Equity Profit episode with Mark Podolsky about creating streams of passive income with raw land investing.   Here are some of the beneficial topics covered on this week’s show: Leaving the corporate world to make it on your own The lack of competition when looking at raw rural land The important role a mentor can play in your success Investment in raw land as a commodity that has no need of maintenance The built-in buyer that comes along with flipping raw land The abundance of raw land available in the market The sense of gratification that comes along with mentoring others How land benefits from an inflationary environment     Connect with Mark: Links Mentioned: landgeek.com landgeek.com/quickdeals Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 5 2022
20 mins
Ep 31: Align Business Advisory Services
Align M&A Advisory – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 031 Dena Jalbert Prior to launching Align Business Advisory Services in 2010, Dena Jalbert, Founder and CEO, worked for a variety of companies in various financial leadership roles. She spent time with the Big Four accounting firms, where she gained experience in forensic accounting, transaction advisory services and mergers & acquisitions. She also worked for the Tribune Media Company, where she worked closely with the Publisher doing acquisitions of smaller local publications. Her last position with a private equity group, doing acquisition work for HVAC companies, is where Jalbert identified a significant opportunity to apply her skills and knowledge to a different market segment. Listen to this informative Private Equity Profit episode with Dena Jalbert about what you need to know about the current trends in M&A.   Here are some of the beneficial topics covered on this week’s show: The increased M&A activity with essential businesses on the heels of COVID The importance of listening and paying attention to all of the opportunities in front of you when selling a business Finding the right PE partner who understands and supports your vision The differing growth potential between a strategic acquirer versus a financial sponsor The ways in which partnering with a private equity partner can put your business on the fast track to greater success The unprecedented abundance of capital in the M&A marketplace right now and how to leverage it       Connect with Dena Jalbert: Links Mentioned: alignba.com LinkedIn: linkedin.com/company/align-business-advisory-services/ Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com   Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 15 2021
19 mins
Ep. 30 - The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives
The Advantages of Investing in Real Estate Syndication: Reliable Stream of Passive Income, Tax Benefits & Incentives – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 030 Alina Trigub Alina Trigub joined the TF Management Group LLC team in February 2021. Alina spearheads marketing and investor relations, as well as education activities. Alina’s expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Through SAMO Financial, Alina and her investors have been able to build an extensive investment portfolio and invest in various commercial real estate. Her passion is to teach others how to build wealth by investing passively. Alina holds a bachelor’s degree in accountancy from Baruch College, CUNY (City University of New York) and MBA in Finance and Management from Rutgers University. Alina is the founder of the virtual Meetup group named, “The Power of Passive Investing through Real Estate”. As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies.  Alina is a sought-after speaker, including presentations at the Private Wealth Management Summit, Raising Money Summit, Multifamily Foundation Workshop, Hunter College (CUNY), Stockton University and many other places. Listen to this informative Private Equity Profit episode with Alina Trigub about the advantages of investing in real estate syndication with its reliable stream of passive income, tax benefits & incentives  Here are some of the beneficial topics covered on this week’s show: • The gains made from being open-minded and looking at things from a different angle • The advantages of investing in tangible assets • The security of real estate investing in an unpredictable world • The importance of involving your succeeding generations early in regard to your financials to strengthen your family’s legacy • Doing the best job possible for your clients by understanding their goals, background, and motivations • The tax advantages of investing in real estate Connect with Alina: Links Mentioned: tempofunding.com samofinancial.com Email:  alina@tempofunding.com Connect with Seth: seth@marketdominationllc.com Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 8 2021
31 mins
Ep29: Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation
Strategic Wealth Building Through Real Estate - Cash Flow - Appreciation - Leverage – Inflation – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 029 AdaPia d’Errico AdaPia d’Errico is a visionary leader with 20+ years of experience across countries, cultures and both corporate and start-up environments. She’s co-founded businesses, launched brands and redefined industries. A respected thought-leader, entrepreneur and female executive in FinTech, she is the VP of Strategy and principal of Alpha Investing, executive mentor and a powerful transformational speaker. AdaPia lives what she teaches. She is passionate about empowerment from the inside out - from self-mastery to serving the greater good. Listen to this informative Private Equity Profit episode with AdaPia d’Errico about strategic wealth building through real estate.   Here are some of the beneficial topics covered on this week’s show: Finding success by finding your authentic identity as opposed to a constructed external identity constructed for others approval Syndication as a form of crowdfunding with a more efficient smaller group of investors Facilitating transactions to make an investment a passive experience with high returns for busy clients Making investments in people doing good things to make a positive impact on the world Taking wealth creation into your own hands to find empowerment       Connect with AdaPia: Links Mentioned: https://www.alphai.com   https://www.adapiaderrico.com   LinkedIn: www.linkedin.com/in/adapia/ Email: adapia@alphai.com   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 1 2021
27 mins
Ep 28: The Keys to Success In Private Equity - Transparency, Integrity, Trust, & People
The Keys to Success in Private Equity - Transparency, Integrity, Trust, & People – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 028 Jordan Tate Jordan Tate is a founding partner at Scottsdale, Arizona-based private equity firm Montage Partners. Founded in 2004, Montage Partners manages $75M of capital and invests in established, successful companies across North America with $1-5M of EBITDA with a focus on five industries. In his role at Montage, Jordan serves as a member of the board of directors for six of the 10 companies in which Montage is currently an investor. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona. Listen to this informative Private Equity Profit episode with Jordan Tate about the keys to success in Private Equity.   Here are some of the beneficial topics covered on this week’s show: Investing in people to drive the success of your business Focusing on transparency to ensure alignment between client and firm The value of a hands-on approach when looking at a company when considering whether to invest in it The benefits of investing in companies that have an established culture that promotes an energetic, engaged, and fulfilled workforce The pros and cons of a more crowded, competitive Private Equity Industry       Connect with Jordan: Links Mentioned: www.motagepartners.com Email: jtate@montagepartners.com       Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 24 2021
35 mins
Ep 27: Effectively Managing M&A - The Keys to Consistent Success
Effectively Managing M&A - The Keys to Consistent Success – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 027 Kison Patel Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.      Listen to this informative Private Equity Profit episode with Kison Patel about the keys to effectively managing M&A.   Here are some of the beneficial topics covered on this week’s show: Common workflow problems associated with an M&A transaction The unique approach that all M&A firms have that leads to a disconnect and lack of standardization Developing yourself as a subject-matter expert to build out your distribution network The valuable resource of practical knowledge from active practitioners in your field The five key areas of a deal’s lifecycle The shift from a finance-focused M&A process to a people-focused M&A process     Connect with Kison: Links Mentioned: mascience.com dealroom.net Email: kison@mascience.com kison@dealroom.net   LinkedIn: in/kisonpatel       Connect with Seth:  seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 17 2021
48 mins
Ep 26: Life's Transitions: Family, Business, and Estate Succession - A Client-First Approach
Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 026 Joel Isaacson For over 30 years, founder, Chairman, and Chief Investment Officer Joel Isaacson has helped clients and their families achieve their financial goals whilst building one of the top wealth management firms in the country. Mr. Isaacson is the former Chairman and former President of the New York Chapter of the International Association for Financial Planning (now the FPA), a former Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants, Estate Planning Council, and served previously on the Board of Directors of the National Association of Personal Financial Advisors.   Mr. Isaacson is often quoted in numerous financial publications and has appeared regularly on both radio and television. He has been frequently selected as one of the “Top Financial Advisors” in America by numerous publications including Barron’s, Forbes, Worth, and the Financial Times. H has also been named – for seven consecutive times – as one of the “Top Financial Advisors” to the medical profession. A teacher as well as practitioner, Mr. Isaacson conducts financial planning seminars for the management groups of leading Fortune 500 firms and speaks regularly before numerous professional and trade organizations. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College in New Rochelle, New York. Listen to this informative Private Equity Profit episode with Joel Isaacson about a client-first approach to  financial planning for life’s transitions.   Here are some of the beneficial topics covered on this week’s show: Differentiating yourself in the world of financial advisement How putting your clients first builds a business that lasts for the long haul Fee-only financial advisement in the earl days and how it has become a standard today Putting the legwork in to understand your client before choosing the investments right for them  Helping families with critical financial decisions through life’s ups and downs The opportunity to be had in areas of uncertainty   Connect with Joel: Links Mentioned: joelisaacson.com Email: joel@joelisaacson.com     Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 10 2021
25 mins
Ep. 25 Generating Streams of Passive Income with Alternative Investments
Generating Streams of Passive Income with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 025 Chris Miles   As founder of Money Ripples, host of The Chris Miles Money Show, and co-author of the book Entrepreneur on Fire, Chris Miles is a leading authority on quickly creating wealth by increasing monthly cash flow and creating passive income. He has shown hundreds of thousands internationally how to free up or generate tens of thousands of dollars each year! Chris has been featured in US News, CNN Money, and Bankrate.com and has a reputation for getting his clients fast, proven results. Many of his clients have the option to retire in less than 5-10 years, and Chris himself was able to retire twice by age 39! Chris’s passion is helping entrepreneurs, and high-income employees become financially prosperous by finding and fixing their money leaks and creating passive income. Chris and his family live in Utah but enjoy escaping to warmer weather during the winter months. In addition to helping his clients increase their cash flow, Chris is a talented ballroom dancer, choreographed ballroom dance routines for Utah Valley University, and got 5th place in his third-grade spelling bee.    Listen to this informative Private Equity Profit episode with Chris Miles generating streams of passive income with alternative investments.   Here are some of the beneficial topics covered on this week’s show: ·     Looking outside of Wall Street and in the direction of alternatives to create cash flow ·     Real estate as an alternative investment ·     The tax burdens associated with traditional investments ·     How the right kind of financial advisement can reduce your taxes significantly ·     Aligning your financial goals with the timeline you want to make passive income ·     In the world of alternative investments, there is something for everybody   Connect with Chris: Links Mentioned: moneyripples.com Email: chris@moneyripples.com LinkedIn: in/chriscmiles Twitter: @chriscmiles Facebook: /moneyripples   Connect with Seth:  seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 3 2021
30 mins
Ep 24: Fire Your Banker, the Secrets of Self Banking
Fire Your Banker, the Secrets of Self Banking – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 024Mark Willis Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.  Mark is a certified financial planner, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.  As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.  Listen to this informative Private Equity Profit episode with Mark Willis about the secrets of self-banking.   Here are some of the beneficial topics covered on this week’s show: ·        Debt as a tool that can help minimize or eliminate your income tax ·        Understanding how your money is working for you and creating the best environment for it to do so ·        Taking control of the banking function in your life to make your money work for you in the most positive ways ·        The secret weapon that is whole life insurance and how to leverage it into more financial assets ·        Reducing risk with a mixture of risk-free assets and speculative assets ·        How to eliminate taxes from your financial life ·        The exciting frontier of private equity and how it offers fun and custom ways to grow wealth   Connect with Mark: Links Mentioned:www.lakegrowth.com Email:markwillis@lakegrowth.com Not Your Average Financial Podcast: https://nyafinancialpodcast.com/ YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ LinkedIn: https://www.linkedin.com/in/marklakegrowth/ Twitter:https://twitter.com/LakeGrowth Facebook: https://www.facebook.com/lakegrowth Instagram: https://www.instagram.com/notyouraveragefinancial/   Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 27 2021
38 mins
Ep 23: Financial Advisement During Times of Life's Transitions
Financial Advisement During Times of Life's Transitions – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 023Jennifer Lee Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives bywriting a family love letter. This led her to write “Squeeze the Juice: Live with Purpose-Then Leave a Legacy.” Listen to this informative Private Equity Profit episode with Jennifer Lee aboutfinancial advisement during times of life's transitions   Here are some of the beneficial topics covered on this week’s show: ●    The benefit of waiting six months to make major financial decisions during times of life transitions ●    The importance of a rational sounding board and council advocating for you during times of stress and ●    The questions to ask yourself after a transition to plan your financial future accordingly ●    What a family love letter is and what it can do for you regarding your financial future and the future of those you love ●    The importance of a financial advisor building a relationship of trust and comfort with their client ●    Tips for younger generations managing inherited wealth   Connect with Jennifer: Links Mentioned: squeezethejuicebook.com modern-wealth.com   Email: jennifer@modern-wealth.com Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 20 2021
35 mins
Ep. 22 Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity
Opportunities Revealed - Record-Breaking Activity in M&A and Private Equity – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 022 Beatrice Mitchell Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers. She is on the Board of Managers at Haverford College, on the Board of ICD – The Institute for Career Development, and Vice Chair of the Board of Governors of Off the Record, a foreign policy forum. Beatrice has been a lecturer at the Columbia University Graduate School of Business, the Stern School of Business at New York University and the Darden Graduate School of Business at the University of Virginia. She has been widely quoted in the financial and business press, including The Wall Street Journal, The New York Times, Financial Times, Forbes, Fortune, Business Week, Crain’s, USA Today, CNN and National Public Radio. Beatrice has been a featured speaker at numerous industry conferences and forums, including Bloomberg Breakaway Summit, ACG New York’s Annual Women’s Leadership Summit, and Kayo Women’s Private Equity Summit. She has consistently been recognized as one of The Most Influential Women in Mid-Market M&A by Mergers & Acquisitions. Beatrice is the co-author of The Complete Guide to Selling Your Business, which is in its third edition and is also published in Chinese. Beatrice received a B.A. from Yale University and an M.B.A. from the Columbia University Business School.   Listen to this informative Private Equity Profit episode with Beatrice Mitchell about record-breaking activity in M&A and Private Equity.   Here are some of the beneficial topics covered on this week’s show: ●     The likely changes to capital gains taxes coming at the end of the year ●     The unprecedented activity in mergers and acquisitions ●     The effects of the pandemic on a business owner’s motivation to sell ●     The opportunities presented by private equity being so flush with cash ●     What makes now an excellent time to sell your business   Connect with Beatrice: Links Mentioned: sperrymitchell.com   Email: bmitchell@sperrymitchell.com Connect with Seth:   seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 13 2021
20 mins
Ep. 21 The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley
The Way of the Wall Street Warrior - Thirty years of lessons from Wall Street and Silicon Valley   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 021Dave Liu   Dave is author of The Way of the Wall Street Warrior: Conquer the Corporate Game Using Tips, Tricks, and Smartcuts. He’s a 30-Year Veteran of Wall Street and Silicon Valley and entrepreneur who has started multiple companies, advisor who has raised over $15 billion, and investor in multiple billion dollar “unicorns.” Dave started his investment banking career at Goldman Sachs and then joined the fledgling investment bank, Jefferies, when it had less than 200 employees. Today, Jefferies is a multi-billion-dollar public company and one of the world’s leading investment banks.   Dave has completed deals for hundreds of clients including IBM, Google, Microsoft, Sony, Yahoo!, and Yelp. Dave completed the Management & Technology Program at the University of Pennsylvania where he received a Bachelor of Science in Systems Science and Engineering (concentrations in Manufacturing and Robotics), and a Bachelor of Science in Economics (concentration in Finance) from the Wharton School. Dave also attended Harvard Business School where he received his Master's in Business Administration.   Dave was born with a severe case of a bilateral cleft lip and palate. He underwent almost a dozen surgeries throughout his childhood which left numerous scars on his face. He overcame hearing and speech impediments common to cleft children and has dedicated his life to helping disadvantaged communities. Net proceeds from this book will go towards charities such as Smile Train, which provides surgeries to children born with clefts, Asian Americans, and other disadvantaged groups.   Listen to this informative Private Equity Profit episode with Dave Liu aboutlessons learned from a thirty-year career on Wall Street and Silicon Valley.   Here are some of the beneficial topics covered on this week’s show: ●    How quick a career on Wall Street can expose you to high-level executives ●    The strength and resilience a challenge can give to an individual to contribute to their success ●    Rising to the top and overcoming disadvantages by acquiring a greater understanding of what motivates those around you ●    The advantages of gender and ethnic diversity in the corporate world ●    The obligation to help others that comes along with success ●    The uncharted territory in regard to chasing yields that the market is in   Connect with Dave: Links Mentioned: liucrative.com Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 6 2021
47 mins
Ep. 20 Strategically Allocating Your Investments To Ensure Solid Growth
Spreading Your Money Around to Make Things Grow   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 020Jeremy Britton   Holding 25 years of experience in financial planning, entrepreneurship and financial markets. Jeremy is a value investor who loves innovative technology and systems which help people to have a better life.  Award-winning best-selling author of several books on finance and business, Jeremy was one of only four people who predicted the 9/11/2001 market crash and the 2008 GFC; up to two years before they occurred.  Aside from reading audited company reports and whitepapers, Jeremy is a keen meditator who enjoys health, "true wealth" and life balance.    Listen to this informative Private Equity Profit episode with Jeremy Britton aboutspreading your money around to make things grow.   Here are some of the beneficial topics covered on this week’s show: ●    The lifelong relationship you can build with a client by managing their money ●    The core and satellite approach to managing funds ●    The amazing opportunities and risks of investing in cryptocurrency ●    The importance of diversifying your investments ●    The entrepreneurial and investing skills that education can give to anyone, anywhere   Connect with Jeremy: Links Mentioned: bostontrading.co cryllionaire.com   Guest Contact Info: Email jeremy@bostontrading.co   Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 29 2021
27 mins
Ep 19 Investing in Women in Leadership
Investing in Women in Leadership   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 019 Patricia Lizarraga   Patricia Lizarraga is the managing partner of Hypatia Capital, a private equity firm focused on sponsoring female CEOs in both growth equity and buyout transactions. Hypatia Capital’s deal size ranges from the lower-middle to larger transactions, with collaboration with larger private equity funds. The CEO-level executive network consists of 500+ executives, of which over 25% serve on public boards. Patricia has over 25 years of investment banking experience at firms including Allen & Company, Citigroup, Credit Agricole, Donaldson, Lufkin & Jenrette and Santander Investment. She serves on the board of directors Credicorp, Ltd. (NYSE: BAP), where she is a member of the Audit Committee, as well as the board of Banco de Credito del Peru, the country's largest bank. Ms. Lizarraga serves as a Trustee of the Museum of Art of Lima Peru. She was previously President of the Privatization Committee of the Toll Roads of Peru.   Listen to this informative Private Equity Profit episode with Patricia Lizarraga about investing in women in leadership.   Here are some of the beneficial topics covered on this week’s show: ●    The importance of balanced leadership and what more voices at the table can bring ●    Implicit bias in the corporate world and how it makes women out-performers ●    How the right data presented the right way can attract capital ●    Creating products for investors that care about gender balance ●    The ability within yourself to make changes to the things you don’t like   Connect with Patricia: Links Mentioned: hypatiacapital.com   Guest Contact Info: Email patricia.lizarraga@hypatiacapital.com   Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 22 2021
29 mins
Ep 18 Success in Commercial Real Estate Investing
Success in Commercial Real Estate Investing   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 018Dave Seymour   After 16 years as a firefighter and paramedic, Dave Seymour launched his career, rapidly becoming one of the Nation’s top real estate investors. Within his first few years, Dave had transacted millions of dollars of real estate and had become one of the Nation’s leading experts in both residential and commercial transactions. His unabridged passion for business and real estate put him on the radar of A&E television network as well as multiple news organizations like CBS, ABC, CNBC, FOX News, and CNN. New York Times reported that Dave Seymour’s series ‘Flipping Boston’ posted the highest ratings ever for the A&E network at the time of airing.   Dave has been sought after as a ‘tell it like it is’ mentor and motivator in the real estate world with a track record of unmatched success everywhere he reaches. Dave is well-known for doing business alongside investors of all experience levels. He has partnered with investors on their very first real estate deal as well as guided some of the largest investment firms in the nation through complex transactions. There is no one more committed to the success of other investors than Dave Seymour. Dave’s greatest joys come from being a husband and father, both of which are the true motivation for all that he does.   Listen to this informative Private Equity Profit episode with Dave Seymour aboutsuccess in commercial real estate investing.   Here are some of the beneficial topics covered on this week’s show: ●    The long-term impact and the importance of the decisions made as an investor ●    The different approaches succeeding generations of a family take when managing wealth ●    Not letting fear rob you of opportunities and execution ●    Making money on the “buy” side by moving quickly and adjusting ●    The direct correlation between commercial real estate and retail ●    Stocks as a thoroughbred and commercial real estate as a workhorse   Connect with Dave: Links Mentioned: freedomventure.com     Guest Contact Info: Email info@freedomventure.com Phone 781-922-4418     Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 15 2021
45 mins
Ep 17 Building Personal Relationships with Clients
– Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 017Patricia Baronowski-Schneider   Patricia Baronowski-Schneider is the founder of Pristine Advisers. She has been in the IR/PR industry for over 33 years – working for firms such as Handy & Harman, Citigate Dewe Rogerson, and The Altman Group, and since 2010, she has been running Pristine Advisers. She is a member of the Farmingdale Chamber of Commerce, has been featured in and on multiple magazines and newspapers, and has won many awards for her work. Patricia is a mother, wife, grandmother, sister, daughter, and a hard worker. She believes consistency and high quality are what bring great results. Listen to this informative Private Equity Profit episode with Patricia Baronowski-Schneider aboutfulfilling all the needs of your client.   Here are some of the beneficial topics covered on this week’s show: ●    Filling a void for your customers and doing all that you can to help them ●    Marketing results that are built upon forming a reputation and relationships, not as something that comes fast ●    The importance of building personal trust when raising capital ●    Having all of the answers ready for potential investors to make you stand out from your peers ●    The ever-changing landscape of cyber-security and why it matters ●    Staying informed to yield the best investment results   Connect with Patricia: Guest Contact Info: Email pbaronowski@pristineadvisers.com pristineadvisers.com     Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 8 2021
35 mins
Ep 16 Deal Financing Where Others Have Failed
Deal Financing Where Others Have Failed   – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 016Garrett Boorojian   Garrett Boorojian is Chief Development Officer and Managing Partner of WaveCapital Partners, LLC. Nationally recognized for his work, Garrett has the unique ability and remarkable history of creating and maintaining key business relationships in high-profile, public and private environments. His purposeful and unconventional approach to think outside the box when identifying personnel, sources and clients (and their potential applications) who benefit by the WaveCapital model, complements his perseverance to further strengthen those relationships throughout the firm’s funding process. Garrett is a graduate of the University of North Carolina at Chapel Hill with a B.A. in Journalism and Mass Communication. He also earned a Certificate from the Institute on Political Journalism at Georgetown University. His extensive media background, which includes working for notable organizations such as ESPN Inc. and NBC Universal Inc., has afforded Garrett the time and space to build quality relationships in news and sports media as well. In 2017, Garrett appeared as a guest on the nationally syndicated NBC’s "Daytime" program, Al Roker’s produced show Bold TV’s "Bold Business," and Montgomery Community Media’s "Career Choices" program. Listen to this informative Private Equity Profit episode with Garrett Boorojian aboutdeal financing where others have failed.   Here are some of the beneficial topics covered on this week’s show: ●    The power of networking and business development ●    Personalizing your client relationships and creating lifelong bonds to succeed ●    Finding the right sources of capital to get the deal done ●    Bridging the gap between capital sourcing and your clients ●    Looking to other experts to learn more and motivate yourself   Connect with Garrett: Links Mentioned: wavecapitalpartners.com     Guest Contact Info: Email garrett@wavecapitalpartners.com LinkedIn linkedin.com/in/garrett-boorojian-7552a325     Connect with Seth: Website marketdominationllc.com Email seth@marketdominationnllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com         Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 1 2021
18 mins
Ep 015 Leveraging Patient but Flexible CapitalEP 014  Goldmark Advisors
Goldmark Advisors with Jeffrey Gold Jeffrey Gold is President of Goldmark Advisers, Inc., the boutique investment banking firm he founded in 1985. In early 2017, Goldmark became an affiliated company of Young America Capital LLC, where Jeffrey is continuing to practice his successful consultative approach to mergers and acquisitions, as well as assisting mid-sized companies and promising new ventures in capital formation. Jeffrey’s M&A and funding expertise – reflected in his track record of nearly 100 transactions – focuses primarily on publishing, media, food, beverage and health care businesses. Simultaneous with his leadership of Goldmark Advisers, Jeffrey served for 20 years, through 2012, as Chairman of the U.S. subsidiary of The Quarto Group, Inc., a publicly held international illustrated book-publishing company, helping the London-based company to grow through several significant acquisitions. Before establishing the Goldmark firm, Jeffrey was Executive Vice President & Chief Financial Officer of Esquire, Inc., a NYSE-listed publishing, technology and communications company. In that role, he also served as the company’s principal negotiator when it was sold to Paramount Communications. After the acquisition, he was named Executive Vice President in charge of corporate development & strategic planning for its Simon & Schuster Division. While at Paramount, Jeffrey initiated the contact that led to the acquisition of Prentice-Hall, the well-regarded textbook and professional publishing company. Earlier in his career, Jeffrey was Vice President and Corporate Controller of National Patent Development Corporation (now known as Wright Investors’ Service Holdings), which, among other activities, pioneered the development of the soft contact lenses. He began his career at Main Hurdman, which is now part of KPMG, the Big Four accounting and professional services firm. A graduate of Pace University with a degree in business administration, Jeffrey has guest-lectured on corporate and financial subjects at the Columbia University Graduate School of Business, and served on the Board of Directors of Lighthouse International. He holds Series 79 and Series 63 licenses. Listen to this episode as Seth and Jeff discuss: Identifying the ideal client. Some of the biggest mistakes middle market firms are making when it comes to thinking about their acquisition and exit strategies. How the landscape of the industry change since the COVID pandemic. The importance of due diligence process. and more http://goldmarkadvisers.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 18 2021
19 mins
Ep 013 Building Client Relationships
Building Client Relationships with Joel Isaacson Joel S. Isaacson, Founder and Chairman Joel Isaacson & Co Founder and Chairman, Joel Isaacson, is considered by many to be a leader in the industry, helping clients and their families achieve their goals and sharing his knowledge with colleagues and the next generation of industry leaders. As a teacher as well as a practitioner,  Joel is active in many industry organizations, having served on numerous boards and speaking on topics to share his insights, including: the New York Chapter of the International Association for Financial Planning, now FPA; Chairman of the Personal Financial Planning Committee of the New York State Society of Certified Public Accountants; the American Institute of Certified Public Accountants and the Estate Planning Council. He has taught financial and tax planning at New York University, The New School in New York City, and Iona College. He holds a BS in accounting from Lehigh University and a MBA in financial planning from Golden Gate University in San Francisco, where he was recently honored as their ‘man of the year’. Frequently named one of America’s Top Financial Advisors by Worth magazine, Joel is often quoted in financial publications such as the Wall Street Journal, New York Times, Business Week and Fortune, as well as on radio and television. Listen to this episode as Seth and Joel discuss: The key factors that lead to the unprecedented growth of Joel’s firm. Getting recognitions and accolades in press. Post Covid challenges in the financial advisor industry. Team Building and getting the most out of your staff. The most common challenges that the industry faces now. ,,, and much more. joel@joelisaacson.com https://www.joelisaacson.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 11 2021
19 mins

0:00