EisnerAmper Podcast

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Kastner, Principal, Halyard Asset Management, a New York-based manager which manages short-duration cash management strategies. Michael shares his outlook for investing in short-duration cash management, including the greatest opportunities, challenges and more. ✨ What you’ll learn: 🚀 How short-duration strategies help optimize liquidity and manage interest rate risk 💡 Key opportunities in fixed-income markets amid changing Fed policies 📊 Insights on balancing corporate and Treasury bonds for better cash returns 🔍 Risks and sectors to avoid in today’s short-duration investment landscape 👍 Like, comment, and subscribe for more expert insights on investment strategy, financial trends, and market outlooks!

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Romain Diaz, Founder & CEO of Satgana, a Luxembourg-based climate tech venture capital firm. Romain shares his outlook for climate tech venture capital investing, including the greatest opportunities, challenges and more. ✨ What you’ll learn: 🚀 How climate tech VC is reshaping industries across energy, transport, and agriculture 💡 Why “green discount” innovations are outperforming traditional models 📊 The biggest investor perceptions and ESG integration strategies in 2025 🌍 How early-stage founders and LPs can capitalize on long-term climate investment trends Climate tech investing is entering a transformative era — from early-stage funding opportunities to ESG-driven innovation, discover how global investors like Satgana are driving impact and profitability.

Uli Chettipally, founder of Sirica Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his digital health startup is developing a groundbreaking therapy for individuals with autism spectrum disorder (ASD). In this episode, discover how Sirica Therapeutics’ proprietary Cognitive Sensorimotor Therapy blends virtual reality, gaming, robotics, and physical exercise to create an immersive therapeutic system. Tune in to learn more about Sirica Therapeutics’ mission to transform autism care, bringing joy, empowerment, and meaningful progress to individuals and families affected by ASD. Sirica Therapeutics: https://www.siricatx.com/ Connect with Dr. Uli Chettipally: https://www.linkedin.com/in/ulichettipally/ ✨ What you’ll learn: 🚀 How digital therapeutics are reshaping autism and pediatric neurorehabilitation 💡 The science behind cognitive sensorimotor therapy using VR, robotics, and gaming 📊 How AI and machine learning personalize treatment for better outcomes 🔍 Insights for founders bridging clinical expertise with startup innovation

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more. ✨ What you’ll learn: 🚀 How scientific investing is redefining fixed-income strategies using data and evidence-based methods. 💡 The role of AI and machine learning in analyzing large data sets for smarter credit decisions. 📊 Opportunities and diversification benefits in scientific fixed-income portfolios. 🔍 Key challenges, future outlook, and why this approach is gaining traction among institutional investors. 👍 Like, comment, and subscribe for more expert insights on finance, AI in investing, and emerging alternative strategies!

In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you’ll learn: 🚀 How asset-based lending supports high-growth, tech-enabled companies 💡 Founder-friendly financing solutions tailored to startups and scale-ups 📊 Emerging opportunities and niche markets in specialty finance & insurance 🔍 Challenges of private credit and building strong investment teams

Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connecting early-stage investors with startup founders through behavioral insights to create a more efficient and equitable ecosystem. Tune in to learn how Moneyball.ai’s mission to align founders and investors through data and AI is unlocking access to capital, accelerating innovation, and driving meaningful change. Connect with Julia Whippo: https://www.linkedin.com/in/julia-whippo/ Moneyball.ai: https://www.moneyball.ai/

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you’ll learn: 🚀 How social factor analysis impacts financial performance 💡 Biggest opportunities in AI-driven investment strategies 📊 Key challenges in social factor investing and data scarcity 🔍 Leadership lessons from women in finance

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more.

David Wieland, co-founder and CEO at Realized, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup’s platform can help users transform wealth from individual investment properties into diversified real estate portfolios, customized to income needs, tax situations, and investment goals. Discover how investors and their financial advisors are combining deep real estate expertise with cutting-edge technology that offers tools to help quantify risk and optimize portfolio construction. You’ll hear about Realized’s mission to bridge the gap between traditional real estate ownership and sophisticated wealth management, empowering investors to preserve and grow their wealth across generations. Connect with David Wieland: https://www.linkedin.com/in/davidawieland/ Realized: https://www.realized1031.com/

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment. The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you’re an investor, entrepreneur, or advisor, you’ll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.