Episode 44 – Profile Series: Strategic Business Development & Leadership with Michael Dershem and John Parker

Knowing the key steps for planning and strategizing can make all the difference for developing and managing a business that can truly grow. But how does one lay out a successful strategy, ensure growth, and raise the capital necessary to get that business to the point it needs to be? For Michael “Dersh” Dersham, CEO…

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Episode 43 – Profile Series: Changing the Face of the Industry with Kaylee McMahon

When getting into investing, or investing in a syndication or fund for the first time, it’s crucial to know who you’re investing with, and if their goals align with yours. Are you someone who wants to know that their syndicator has gone through the trials and tribulations of this industry first-hand? Does explicit communication of…

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Episode 42 – Profile Series: Investing in Your Education with Patricia Red Hawk, MD

We hear a lot about the benefits of building wealth, diversifying our assets, and passive income, but how can we determine the makeup of our investment portfolios? Where should my first investment funds go, and where should  my funds go when the market changes? How much should I spend before I start earning income from…

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Episode 41 – Profile Series: Making Quality Connections That Last with David Geldart

We often hear that so much of business and success can be attributed to “who you know”, or the relationships we form along the way. But how do you grow, maintain, and strengthen relationships between businesses, partners, investors, and clients? David Geldart, Director of Investor Relations and Capital at CityVest, began by raising over $55…

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Episode 40 – Profile Series: Becoming Top Dog at Any Stage of Investing with Bill Manassero

There is no such thing as “too early” when it comes to planning for retirement, but what do we do when it feels like we’re “too late”? Regardless of if you are in your twenties and new to the investment scene, or fifty and looking to retire more comfortably beyond the means of your current…

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Episode 39 – Profile Series: Building a Lifestyle Business Through Real Estate Investing with Daray Olaleye

In life, it can be hard to accept change. We may go to school, get a degree, and find that once in the workforce, we are not fulfilled by the career we have chosen. How do we navigate changing our path to better suit our personal and financial needs? This scenario is similar to what…

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Episode 38 – Profile Series: The Power of Community with M. Zane Johnson, Esq.

For many entrepreneurs, exposure, networks, and resources are readily available and have become increasingly easier to seek out. But not everyone is privy to these resources, and lack the knowledge and education needed to tap into their talents and execute their passions. How can aspiring entrepreneurs, small business owners, and self-starters begin if the resources…

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Episode 37 – Profile Series: Navigating Economic Cycles with William Bonati

One of the benefits of investing in alternative assets versus traditional investments like stocks, bonds, and mutual funds is the hands-on tangibility of those assets. The market volatility is unpredictable, and largely out of the average investor’s control. So how can you take control of your future wealth? William Bonati, principal in business development and…

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Episode 36 – Profile Series: How to Grow Your Business and Investment Goals with Ivan Barratt

Whether it’s leaving your nine to five day job to start your own business, to become an entrepreneur, or even to earn passive income from alternative investments, starting over and making changes can be a difficult decision to make. But as Ivan Barratt, founder and CEO of Barratt Asset Management, exemplifies, starting small doesn’t mean…

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Episode 35 – Profile Series: How Innovative Thinking Can Grow Your Business with Rick Allen

When starting a business, fund, or any investment opportunity, it is important to not only understand your investment, conduct your due diligence, and choose the right partners and investors, but to also understand how your investment stands out and can help you and others build real wealth. For Rick Allen, Co-Founder of Paperstac and Co-Founder/Fund…

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