EisnerAmper Podcast

Eisner Advisory Group LLC
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Jan 15, 2025 • 15min

Private Equity Dealbook: Dealmaking in Financial Services Investments and Growth and Buyout Opportunities in Emerging Markets

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Bryan Wagner, Partner, Private Equity, Creation Investments Capital Management, a global impact investment manager focused on financial services investments and growth and buyout opportunities in emerging markets. Bryan discusses some of the transactions Creation has completed, including Vastu Housing Finance and DD360. He walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. He also discusses the due diligence process on those deals and more.
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Jan 14, 2025 • 12min

TechTalk: Bridging Gaps: Turning Ideas into Scalable Ventures Through Innovation and Community

Jon Chu, AI Strategist and Founder of Revolv, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how Agentic AI is unlocking the potential of underrepresented founders and reshaping business models for resiliency. Revolv puts inclusivity at the forefront, supported by a multigenerational community that empowers entrepreneurs to succeed. In this episode, discover how Revolv is investing in people, partnerships, and technology to help startups overcome challenges and bridge the gap between talent and opportunity. Don’t miss this insightful conversation about transforming innovative ideas into scalable ventures.
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Jan 9, 2025 • 11min

Engaging Alternatives Spotlight: Innovation-Based Stock Picking

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rishi Sadarangani, Founder & Chief Investment Officer, R/Evolution Gate, a New York-based asset manager focused on innovation-based stock picking. Rishi shares his outlook for innovation-based stock picking, including the greatest opportunities and challenges, along with how the firm integrates ESG/DEI and more.
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Dec 19, 2024 • 14min

Engaging Alternatives Spotlight: Investing in Emerging VC Funds

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Winter Mead, Founder & CEO, and Dave Perretz, Operating Partner & CFO, Coolwater Capital, a Salt Lake-based accelerator which invests in emerging VC firms. They share their outlook for investing in emerging VC funds, including the greatest opportunities, challenges, how the firm integrates ESG & DEI and more.
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Dec 12, 2024 • 9min

Engaging Alternatives Spotlight: Predictive AI Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Pannell, CEO & Chair of Kaiju Worldwide, an ecosystem of technology research companies that specialize in predictive AI-based financial products including private funds. Ryan shares his outlook for predictive AI investing including the greatest opportunities and challenges. He also shares his views on ESG investment decisions and more.
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Dec 10, 2024 • 18min

TechTalk: Coming to a Consensus: Startup Accelerates Enterprise Innovation with AI Inference via Unanimity

Srinivas Shenoy, Founder and CEO of Aloha Protocol, joins EisnerAmper's TechTalk host Fritz Spencer to discuss the next era of AI for enterprises. Aloha Protocol operates under the foundational principle that AI inference is better when different AI models arrive at a consensus. In this episode, discover how Aloha Protocol is delivering advanced AI tools and industry-specific solutions that help enterprises make critical decisions. Tune in to learn more about this startup’s game-changing approach to AI and enterprise innovation.
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Dec 5, 2024 • 12min

Engaging Alternative Spotlight: Culture-Led Global Equities Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Igor Bekker, Founder and Portfolio Manager, 42KM Investment Partners, a Toronto-based asset manager that specializes in culture-led long-term investing in listed global equities. Igor, who most recently spent 17 years at Ontario Teachers’, shares his outlook for culture-led long-term investing in listed global equities including the greatest opportunities and challenges. He also shares how the firm integrates ESG and more.
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Nov 21, 2024 • 12min

Engaging Alternatives Spotlight: Growth Equity Investing in Canadian Technology

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Lisa Melchior, Founder & Managing Partner of Vertu Capital, a growth equity firm focused on Canadian technology businesses. Lisa, the first woman in Canada to launch a private equity firm, shares her outlook for growth equity investing in Canadian technology businesses, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.
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Nov 20, 2024 • 13min

Private Equity Dealbook: Dealmaking Trends Post-U.S. Presidential Election

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Lindsey Wendler, Managing Director, 414 Capital, a global financial advisory and investment banking firm. Lindsey shares her thoughts on how the recent results of the U.S. Presidential Election are expected to impact dealmaking and M&A activity. In addition, she discusses what the buy-side and sell-side will be looking at with respect to transactions, specific industries or transactions she believes will be most impacted, significant changes in deal points in buy-side and sell-side transactions, the due diligence process for dealmaking and more.
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Nov 18, 2024 • 18min

Healthcare: Preparing for Coding Audits: Protecting Physician Revenue

From best practices to personal experience, gain insight into the complexities of healthcare coding and revenue cycle management in our podcast, Preparing for Coding Audits: Protecting Physician Revenue. Whether you’re a healthcare professional, practice manager, or physician leader, you can learn about the critical role of coding and documentation in the healthcare industry.

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