EisnerAmper Podcast

In the final episode of our three part series on benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James highlight the key considerations for plan fiduciaries need to consider when guiding benefit plan participants.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Will Reid, Investment Analyst at Pantera Capital, one of the largest crypto-focused venture capital firms. Will shares his outlook for venture capital investing in crypto including the greatest opportunities, challenges and more.

In the second of our three part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James address the implications of plan mergers and terminations on how plan sponsors operate on a day to day basis.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Karen O’Mahony, Managing Partner, PEAL Capital Partners, a female led lower midcap European private equity firm with a focus on diversity and inclusion. Karen shares with us her outlook for investing in lower midcap PE, including the greatest opportunities and challenges, including how the firm integrates ESG. She also shares her experience being a woman investment manager in the industry.

Sean Frank, CIO and Founder of Cloud Equity Group, dives into the nuances of private equity in cloud computing and managed IT services. He discusses how rising interest rates and a strong dollar impact financing decisions. Sean emphasizes the need for enhanced due diligence amid economic challenges and shares insights on strategic exit planning for businesses. He also reveals how current economic conditions create unique investment opportunities, highlighting resilience in tech-enabled services during inflation.

In the first of three-part series on employee benefit plan M&A, Denise Finney of EisnerAmper and Chris Hueth of Raymond James discuss trends in the M&A marketing and items plan sponsors should consider when merger benefit plans.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patricia Lizarraga, Managing Partner, Hypatia Capital, which manages an ETF that invests in women CEOs. Patricia shares her outlook for investing in female CEOs, including the greatest opportunities and challenges, how the firm is integrating ESG, her experience being a woman in the industry and more.

CEO and Founder of Carbon Limit Tim Sperry is committed to being part of something bigger than himself. In this TechTalk episode, Tim has a conversation with EisnerAmper's East Coast Technology and Life Sciences professional Fritz Spencer about his “passion project” and how an unexpected pivot helped position his startup at the forefront of a major environmental issue.

John Lykouretzos, CEO of Focus Growth Asset Management LP, discusses the capital needs of the cannabis industry, the use of debt investments, changing stigma and professionalism, branding challenges, and the current state of the cannabis market.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mike Trihy, Portfolio Manager at Bow River Capital, a Colorado-based lower middle market manager. Mike shares with us his outlook for lower middle market investing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.