Alpha Co. Marketing & Media's own Graham Dunlap hosts a topical podcast focusing on the ins, outs, and daily changes in bilingual marketing. Featuring a rotating panel of guests, Graham & Co. will dive deeply into the marketing topic of the day, how it affects you, and how you can stay ahead. Stay tuned to this Transmisión!
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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The Dealmakers' Edge with A.Y. Strauss highlights the stories, successes, and struggles behind major commercial real estate investors. You’ll get a behind the scenes look at commercial real estate leaders and their unique edge.
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Welcome to the NTP Podcast. Each episode highlights the incredible work of talented tech professionals in Australia. We chat with people who are at the top of their game to learn all about their craft—why they’re passionate about their work and what resources help power their success. By delving into their experiences, we gain insights into the constantly evolving tech scene, explore how it has changed, and see where it may be headed.
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Institutional investors face many strategic questions today in a challenging landscape: Constraints on real return generation are growing. Diversification challenges are ever-present. The dividing line between alpha and beta is shifting. With Strategically Speaking, Inigo Fraser Jenkins and Alla Harmsworth, AllianceBernstein’s co-heads of Institutional Solutions, present strategic views on the macro backdrop and capital markets, translating them into actionable insights. The goal: to empower ...
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Financing Social Entrepreneurs is a weekly podcast interviewing people who fund and support social innovation in different ways, grant providers, impact investors of various kinds, angel investors, foundations, family offices and more. They talk frankly about how they work, how they make investment, grant and funding decisions, what they will invest in, or support, and what they cannot— they talk about the pros and cons of different sources of funding, share lessons and insights, and provide ...
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Each week Tom Coffin, CEO/Co-Founder of Simply Reliable discusses the business of systems integration with noted industry experts. These podcasts are available as video or audio podcasts and are brief to the point learnings for busy smartPRENEURS.
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The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader, tech enthusiast, meat lover, Marvel fanboy, battle tested activist short-seller and humble market servant, and by Daniel Shvartsman, VP of Content at Investing.com and someone who has seen thousands of investing pitches and ideas and how they play out over the past decade. The duo start w ...
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A conversation about what’s happening in commerce today will likely be outdated in a week. How do we keep up with it all? We keep talking. From generative AI and the metaverse to live shopping and native checkout, there’s always something new to discuss in the commerce world. Marcel Hollerbach, Co-Founder and Chief Innovation Officer of Berlin-based Productsup as well as Co-Founder and Entrepreneurial Partner at Cavalry Ventures, brings some of the industry’s leading experts together from al ...
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50. The Future of CRE Technology with Yannis Papadakis, Business Development Manager and Podcast Host at CREXi
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Send us a text Yannis Papadakis is a Business Development Manager and Podcast Host at CREXi. Based in Los Angeles, CREXi is a commercial real estate community, marketplace, and technology company that simplifies transactions and accelerates business for brokers, buyers, agents and tenants. Yannis is responsible for building relationships with comme…
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Three hundred odd years ago, Sir Isaac Newton told us that “no great discovery was ever made without a bold guess.” My sense is he didn’t have the order book in Emini futures in mind, but his words do translate well to our world of financial instruments. In this short pod, I revisit the events of August 5th, a day when prices normally well discover…
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Kathryn Rooney Vera, Chief Strategist, StoneX Group Inc.
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Now the Chief Market Strategist at StoneX, Kathryn Rooney Vera comes from humble beginnings. As a teenager she cleaned houses in order to contribute to her family’s finances. In college, she changed her major to finance from liberal arts, seeing a more direct path to a well-compensated career. She would ultimately settle into the study of economics…
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When an accident occurs, the insurance claims adjuster produces a report. What does said report tell us? The yen’s largely one way path lower took a dramatic turn that saw it rally by roughly 9% over just 3 weeks. The pricing fallout was everywhere – in curves, credit, correlation, convexity and carry. That’s a bunch of C’s, isn’t it. The cause of …
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Vineer Bhansali, Founder and CIO, LongTail Alpha
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Vineer Bhansali was recently among a small group of athletes who achieved the unthinkable, a 135 mile run in scorching heat, wind gusts and rain, all while traversing both the lowest and highest elevation points in North America. The Badwater 135 is considered the most difficult Ultra Marathon, an undertaking in which a guiding philosophy is, simpl…
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Oliver Brennan, FX Volatility Strategist, BNP Paribas
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Even if very short-lived, market vol episodes as protracted as that of Monday August 5th, demand our attention. In seeking some understanding of the why of successive 10% NKY moves and a 65 pre-open handle on the VIX, it was a pleasure to welcome Oliver Brennan to the Alpha Exchange. An FX vol strategist at BNP, Oliver brings theoretical training i…
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49. Revolutionizing Rentals with Jordan Kavana, Founder and Chairman of ARK Homes for Rent
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Send us a text Jordan Kavana is the Founder and Chairman of ARK Homes for Rent, established in 2021. ARK Homes for Rent is a real estate investment company that owns, operates, and manages a nearly $2 billion portfolio of rental properties located across the Sunbelt of the United States. For nearly three decades, Jordan has built and led several su…
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What a week in markets and one that should give us a lot to chew on with respect to how and why risk episodes materialize. There are certainly some conclusions at the ready and first and foremost is that vol is the only anti-fragile asset. In the trading action on Monday, August 5th, we see the reflexive nature of vol exposures and the manner in wh…
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Dan Greenhaus, Chief Strategist, Solus Alternative Asset Management LP
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With deep roots on the sell-side, serving in strategist roles at both Miller Tabak and BTIG, Dan Greenhaus is now Chief Strategist at Solus Asset Managment, a multi-billion dollar AuM firm with expertise in distressed and high yield investing. Our conversation considers economics in theory and practice, differentiating classic academic training fro…
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Lisa O'Connor, Head of Global Model Portfolios & Co-CIO for Multi-Asset Solutions, BlackRock
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With early career roots in both equity derivatives and relative value fixed income, Lisa O’Connor is now the Co-CIO of Multi-Strategy Assets and Solutions at BlackRock. Here she oversees her team’s development and delivery of a long only, systematic asset allocation process on behalf of the firm’s clients. Our discussion first considers some of the…
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“Walking on a tightrope” is an idiom that conjures the notion of danger – of exceptionally little margin of safety and of particularly significantconsequences should things not go as planned. Markets feel this way - asset prices are full, Sharpe ratios high, correlations low, political polarization intensifying. In this discussion, we review the re…
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Josh Jeffress: Principle at Design Anthology
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Our latest episode of the NewyTechPeople Podcast features Josh Jeffress, Principle at Design Anthology. Josh, a passionate innovator and industry veteran, shares his incredible journey from trade school to establishing a design powerhouse in the Hunter region. Discover his insights on: * The importance of education beyond degrees * The power of inn…
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Vol Laundering and the Portrait of a Perfect Hedge
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If smoothing returns is the feature not bug of private equity and credit, what strategy fully embraces the virtue of honest mark to market risk? What strategy highlights price shocks and the resulting level at which a portfolio could be unwound in a hurry as the basis of thinking about its efficacy? In this short podcast, I make the case that expos…
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Michelle Meyer, Chief Economist, Head of the Mastercard Economics Institute
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A Wall Street economist who served institutional clients at both Lehman Brothers and Bank of America, Michelle Meyer, transitioned to Mastercard two and a half years ago, now serving as the firm’s Chief Economist and Head of the Mastercard Economics Institute. I had the opportunity to catch up with Michelle back in May and while much has of course …
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Join us as we speak with Adam Boyle, CEO of EngageRM and founder of Pegasus, an Australian tech company that started in mining safety and grew into a global player before a successful exit. We'll hear how Pegasus got its start doing labour hire and training in the mining industry before expanding into software like digital safety inductions. When t…
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It’s been 25 years since Mark Cuban implemented an exceedingly well-timed and attractively priced hedge on shares of Yahoo. In this short podcast, we review the popular “zero cost collar” trade and discuss the factors that impact its pricing. Cuban is known for playing offense in investing, buying the Mavs and making deals on the Tank. But his defe…
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48. The Veteran Investor with Boots Dunlap, Co-founder and CEO, RRA Capital
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Send us a text Boots Dunlap is the Co-founder and CEO of RRA Capital. With offices in midtown New York City and Phoenix, Arizona, RRA Capital is a real estate investment firm that provides customized debt products at institutional pricing for real estate sponsors across the United States. Notably, RRA is a Veteran-founded, owned, and operated real …
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Episode 17 – Find Your Crowd – Identifying Your Audience
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Who are you talking to? How do you know that what you are selling resonates with the right audiences? In this episode of Transmisión, Graham and Juan Pablo discuss how to pinpoint your ideal customers, analyze their behaviors, and tailor your marketing efforts to make the right impression. By identifying your audience, you’ll connect with them on a…
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Episode 16 – The Branding Strategy Playbook
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Whether you’re a seasoned marketer or just starting out, Graham and Juan Pablo are going over the basics of setting up your branding strategy. A comprehensive guide with everything you need to elevate your brand and stand out in a crowded marketplace.Af Alpha Co. Marketing & Media
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Episode 15 – Thinking Quarterly, Thriving Quotient
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How often do you look back and reflect on the progress your company’s made (or not)? Separating the year into four quarters helps you understand progress, track goals, and provide well-spaced incentives. On this episode of Transmisión, Graham and Juan Pablo discuss the benefits of quarterizing your mind when it comes to business —and marketing camp…
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Correlation, Crowding and Convexity
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There’s been some decent ink spilled recently on the “dispersion trade” which has profited from the epically low level of realized correlation among stocks. If winning trades attract capital and erode the margin of safety in the process, is this exposure crowded and vulnerable to an unwind? In this short pod, I lay out a 5-part, informal framework …
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Garrett DeSimone, Head of Quantitative Research at OptionMetrics
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Earning a Ph.D. in financial economics is no small feat. And not only did Garrett DeSimone do just that, but he would unknowingly embark on his future career in the process of doing so. His dissertation from the University of Delaware involved the study of event risk premia in single stocks ahead of earnings. And to perform the analysis he engaged …
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The study of correlation is valuable, informative and, likely an over-indulged in activity on Wall Street. That said, there are important risk considerations when it comes to how significantly assets move together or do not. The task at hand in this short podcast is to illustrate and contemplate the diverging paths of two important correlations: th…
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47. Seeking Alpha with Adam Heine, CEO & President, Consolidated Development Corporation and Camden Securities Company
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Send us a text Adam Heine is the CEO and President of both Consolidated Development Corporation and Camden Securities Company. He is also the founder of Great Hill Investments, LLC. At Camden Securities, Adam is responsible for overseeing all aspects of investment, development, and property management. Since joining Camden in 2009, he has successfu…
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With option prices in the doldrums, your host provides some thoughts on why and in the process reflects on the skinny levels of risk premia a decade ago. I finish with some cautionary observations around what might go wrong. I hope you enjoy this short pod!Af Dean Curnutt
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Raghuram Rajan, Professor of Finance, Chicago Booth, and Former Head of Reserve Bank of India
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It was a pleasure to welcome Raghuram Rajan back to the Alpha Exchange. Raghu is currently a distinguished professor at the Chicago Booth School of Business and is the former head of the Reserve Bank of India. With a deep understanding of the intersection of markets, the economy and policymaking, he is among the most important voices on Central Ban…
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Harry Markopolos, "The Man Who Knew"
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Corporate Fraud is an unfortunate, costly and seemingly never-ending aspect of the world of business. In the best case, fraud is prevented or, at least caught before harm is done. All too often, however, these cases of deception lead to large financial losses, impacting the lives of many - shareholders, individuals and certainly those that are cour…
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Episode 14: A Time for Mail Campaigns with Kathy’s ATIME4Marketing
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Think direct mail is out of date? Think again. On today’s very special episode of Transmisión, Juan Pablo sits down with Kathy Hall, ATIME4Marketing’s CEO. They’re talking about all things direct mail in today’s marketing landscape. Listen to find out how you, too, can benefit from adding a little old school postal mail to lift your digital marketi…
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smartPRENEUR Podcast Episode 113 What Happens Next? with Guest Jason Sayen
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In this episode Tom's guest is Jason Sayen. Tom and Jason discuss the benefits and a plan to create workflow documentation.Af Simply Reliable
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Kris Kumar, CIO, Goose Hollow Capital
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It was a pleasure to welcome Kris Kumar, CIO of Goose Hollow Capital, to the Alpha Exchange. Our conversation starts with Fed policy and the manner in which the 500bps of policy tightening is impacting the economy. To this, Kris argues that the propitious starting position for households and corporates in this cycle has been quite different than in…
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smartPRENEUR Podcast Episode 112 Bookkeeping vs a Business Operating System with Guest Marilyn Sanford
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In this episode Tom’s guest is Marilyn Sanford, a serial entrepreneur and a CEDIA Fellow. Tom and Marilyn discusses the differences between bookkeeping system and business operating systems.Af Simply Reliable
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46. Creativity and Capital Markets with David Lubin, Founder and Managing Partner, Clairmont Group
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Send us a text David Lubin is the founder and managing partner of Clairmont Group. Based in New York, Clairmont Group is a fully integrated real estate investment and management firm that invests in mixed-use, multifamily, hospitality, retail, office, and industrial assets. In his role, David oversees the firm’s strategic direction as well as acqui…
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smartPRENEUR Podcast Episode 110 The Four Types with Guest Chris Smith
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In this episode Tom's guest is Chris Smith. Tom and Chris discuss the four types of questions that are eating your time away.Af Simply Reliable
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Episode 13 – Blended Media, Using Old School Techniques Today
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With only 22% of organizations receiving adequate conversion rates from their ultramodern marketing efforts, it is clear that digital marketing could use some support. Here’s where tried-and-true old-school techniques come in. On today’s episode of Transmisión, Graham and Juan Pablo go over blurring the lines between on and off-line efforts and how…
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Jerry Peters, Managing Partner, Smithbrook, LLC
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The “rule of 72” tells us that a good approximation for the time it takes to double your money can be arrived at by taking 72 and dividing by the interest rate that capital can compound by on an annual basis. Implicit in the calculation is that the initial stack is left untouched and is not vulnerable to a drawdown. In this context, it was great to…
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smartPRENEUR Podcast Episode 108 Why Content Marketing Matters with Guest Marc Bally
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In this episode Tom's guest is Marc Bally Founder and CEO of Rize Marketing. Join Tom and Marc as they discuss why content marketing matters.Af Simply Reliable
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Mandy Xu, Head of Derivatives Market Intelligence, Cboe Global Markets
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After a 13-year career at CSFB where she would ultimately head the firm’s equity derivative strategy effort, in 2023 Mandy Xu moved to the CBOE where she’s now Head of Derivatives Market Intelligence and swimming in interesting, complex data sets. Our conversation surveys product innovation, going back to the first option trade ever on the CBOE, ca…
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45. Disciplined Development with Michael Sommer, Chief Development Officer, Kushner Companies
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Send us a text On this episode, Aaron Strauss is joined by Michael Sommer, Chief Development Officer at Kushner Companies. Michael oversees development and construction efforts across the entire Kushner portfolio which includes residential, commercial, retail, hospitality, and industrial properties, over 12.9 million square feet currently under dev…
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smartPRENEUR Podcast Episode 107 Are your employees unconsciously competent? with Guest Jason Sayen
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In this episode Tom's guest is Jason Sayen. Tom and Jason discuss methodology to help you identify where your employees are in their learning and knowledge cycle.Af Simply Reliable
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Kieran Goodwin, Consultant, Saba Capital Management
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Kieran Goodwin’s roots go back to the early days of both distressed debt investing and the credit default swap market, two classes of risk he has seen experience significant change over the last 25 years. Our conversation gets underway by exploring the notion of alpha decay in the distressed market, a diminishing opportunity set that has resulted f…
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Lori Calvasina, Head of US Equity Strategy, RBC Capital Markets
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In Lori Calvasina's role as Head of US Equity Strategy at RBC Capital Markets, assessing the interaction between macro variables like rates with top-down factors like the equity market multiple is critical. But important as well is an evaluation of markets from the bottoms up. And here, she not only seeks to pull together the views of colleagues do…
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smartPRENEUR Podcast Episode 106 Balanced Scoreboards with Guest Marilyn Sanford
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In this episode Tom’s guest is Marilyn Sanford, a serial entrepreneur and a CEDIA Fellow. Tom and Marilyn discusses using the balanced scoreboard to implement growth.Af Simply Reliable
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smartPRENEUR Podcast Episode 100 Dynamic Feedback Loops with Guest Marilyn Sanford
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In this episode Tom’s guest is Marilyn Sanford, a serial entrepreneur and a CEDIA Fellow. Tom and Marilyn discuss dynamic feedback loops as a way of keeping everyone on the same page and achieving continuous improvement.Af Simply Reliable
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44. Perfecting the Development Process with Carl Wright, Founder & President, Wright Partners
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Send us a text Carl Wright is the founder and president of Wright Partners, a real estate development firm focused on the development, ownership and management of retail, industrial and healthcare properties. The firm is the exclusive developer for Patient First for Philadelphia and New Jersey as well as a preferred developer for brands like AutoZo…
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Jared Dillian, Author: “No Worries: How to Live a Stress-free Financial Life”
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George Orwell once said that writing a book is a “horrible, exhausting experience…that one would never undertake if one were not driven by some demon whom one can neither resist nor understand”. Ok then. Let’s all agree that writing a book is a heavy lift. Let’s also agree that the personal finance advice industry is littered with gurus making outl…
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Episode 12 – Marketing Funnel Vision
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You can lead a horse to water but you cannot make them drink —that’s when the marketing funnel comes in! An effective marketing funnel helps generate leads, convert them into customers and turn customers into loyal campaigners. Graham and Juan Pablo go through the process and discuss successful strategies (or not) to get those raving reviews. Go to…
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smartPRENEUR Podcast Episode 104 Managing and Hiring "A" Players with Guest Chris Smith
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In this episode Tom's guest is Chris Smith. Tom and Chris discuss the managing and hiring of "A" players for your company.Af Simply Reliable
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25 Sayings on Vol and Risk…Part 5 of 5
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Our final segment of 25 Sayings on Vol and Risk is upon us, and with it, 5 fresh pithy principles that I often turn to in trying to make sense of this chaotic sport we call markets. Along the way, in typing out these more than 20,000 words over the series, I’m probably out more than 50 dollars in espresso inspired drinks from Starbucks lead by the …
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smartPRENEUR Podcast Episode 102 Breaking Down The brand Cycle with Guest Marc Bally
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In this episode Tom's guest is Marc Bally Founder and CEO of Rize Marketing. Join Tom and Marc as they discuss the benefits of integrated digital marketing.Af Simply Reliable
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25 Sayings on Vol and Risk…Part 4 of 5
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The task at hand is simple….make further progress on our 25 Sayings on Vol and Risk. I’ve certainly had some fun with the first 15. Somehow, in the context of this exploration of market risk philosophy, I’ve managed to quote both former President Ronald Reagan and Seinfeld hack comedian Kenny Bannia, summoned the wisdom of Wolf of Wall Street’s Mar…
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