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EisnerAmper Podcast
Eisner Advisory Group LLC
300 episodes
2 weeks ago
With more than 5,000 employees, EisnerAmper is one of the largest accounting firms in the U.S. From start-ups through global multinationals, the firm offers accounting, tax, advisory services to most industry sectors including financial services, technology, real estate, manufacturing, health care and others.
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Business
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All content for EisnerAmper Podcast is the property of Eisner Advisory Group LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
With more than 5,000 employees, EisnerAmper is one of the largest accounting firms in the U.S. From start-ups through global multinationals, the firm offers accounting, tax, advisory services to most industry sectors including financial services, technology, real estate, manufacturing, health care and others.
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Business
Episodes (20/300)
EisnerAmper Podcast
Venture Capital Investing in Louisiana: Opportunities and Challenges
In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with John Roberts, Managing Partner & Mickal Adler, General Partner, Boot64 Ventures, a New Orleans-based venture capital firm that invests in Louisiana entrepreneurs. They share their outlook for venture capital investing in entrepreneurs in the Pelican State including the greatest opportunities, challenges and more. ✨ What you’ll learn:🚀 How early-stage venture capital is evolving across Louisiana💡 Where investors are finding startup opportunities beyond Silicon Valley📊 The biggest challenges founders face when raising pre-seed and seed capital🔍 Why AI is reshaping investment strategies across every industry 👍 Like the video, comment with your thoughts on regional venture investing, and subscribe for more insights on private capital, entrepreneurship, and market trends!
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2 weeks ago
10 minutes

EisnerAmper Podcast
Private Equity Dealmaking in Hospitality Services Explained
In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Christie, CEO, Carver Road Hospitality and Nelson Famadas, Managing Partner & COO, Carver Road Capital, a private equity fund that invests in hospitality services. Sean and Nelson discuss the transaction Carver Road completed with Emmy Squared Pizza, including the opportunities, challenges, due diligence process and more.  ✨ What you’ll learn:🚀 How private equity evaluates and scales hospitality service businesses💡 Key deal opportunities and challenges in restaurant and hospitality investing📊 Practical due diligence insights for smaller, fast-growing operators🔍 What investors look for in today’s buy-side deal environment This episode offers real-world insights into hospitality private equity, deal structuring, operator-led investing, and scaling service-based brands—essential viewing for entrepreneurs, investors, and finance professionals navigating today’s transaction landscape. 👍 Like, comment, and subscribe for more expert insights on private equity, dealmaking, and business growth!
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2 weeks ago
7 minutes

EisnerAmper Podcast
Agriculture Credit Investing Outlook: Opportunities and Market Shifts
In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with David Chan, Vice President, Homestead Capital, an investment manager focused on agriculture investing in the U.S. David shares his outlook for agriculture credit investing, including the greatest opportunities, challenges and more.✨ What you’ll learn:🚀 The latest trends shaping agriculture credit and farmland investing💡 Why transitional loans and bridge financing are becoming major opportunities📊 How market specialization, crop volatility, and interest rates impact ag credit🔍 Key challenges like data scarcity and expertise gaps in underwriting agriculture assets👍 Like, comment, and subscribe for more expert insights on investing, markets, and alternative strategies!🎧 Available on all major podcast platforms and YouTube.With a wide range of services in audit, tax, advisory, and outsourcing, EisnerAmper is one of the leading providers in the industry. We invite you to join us on our platforms to learn more about our services and connect with us: https://www.eisneramper.com/ https://www.linkedin.com/company/eisneramper/ https://instagram.com/eisneramper https://twitter.com/eisneramper
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3 weeks ago
12 minutes

EisnerAmper Podcast
The Heart of Dealmaking: How AI Brings Clarity to Complex Transactions
Katya Fisher, CEO and co-founder of Aracor AI, joins EisnerAmper's TechTalk host Fritz Spencer to explore how the startup is redefining the future of dealmaking through its AI-native dealmaking platform. In this episode, learn how Aracor’s platform combines deep legal expertise with advanced AI to accelerate due diligence, automate risk assessment, and streamline negotiations—giving investors, counsel, and deal teams a decisive edge. Tune in to learn how Aracor’s mission to bring clarity and precision to complex transactions empowers teams to close deals faster, smarter, and with confidence. Connect with Katya Fisher: https://www.linkedin.com/in/katyafisher/Aracor AI: https://aracor.ai/ ✨ What you’ll learn:🚀 How AI accelerates due diligence and reduces deal friction💡 The future of transaction workflows powered by automation📊 How investors and legal teams gain clarity from NLP and document intelligence🔍 Why AI-native platforms strengthen risk assessment and negotiation outcomes 👍 Like, comment, and subscribe for more expert insights on technology, innovation, and business transformation!
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3 weeks ago
22 minutes

EisnerAmper Podcast
The New Commodity Cycle: Opportunities & Risks Ahead
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Paolino, Portfolio Manager at Esker Point Advisers LLC, a commodities-focused investment advisor and affiliate of Titan Advisors, a global alternative investment firm with over $2 billion in firm assets, based in Connecticut. Chris shares his outlook for commodities investing, including the greatest opportunities, challenges and more.Disclaimer: The statements made herein by Chris Paolino represent his personal views and opinions as of the date of this interview and do not necessarily reflect those Titan Advisors, LLC or its affiliates. This presentation is not intended to constitute investment advice; nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No recommendation or advise is being given as to whether any investment is suitable for a particular investor. To the extent this presentation contains forward-looking statements there is no assurance or guarantee that any forward-looking statements will come to pass or that future results will be consistent with any information provided.✨ What you’ll learn:🚀 Why commodities may offer decade-long growth opportunities💡 Key sectors driving future value — from precious metals to energy and copper📊 How supply–demand imbalances are shaping long-term price trends🔍 Critical challenges investors face when allocating to commodities👍 Like, comment, and subscribe for more expert insights!
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1 month ago
6 minutes

EisnerAmper Podcast
Global Macro Outlook: Opportunities & Risks Investors Must Watch
In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more.✨ What you’ll learn:🚀 How discretionary global macro strategies navigate shifting economic forces💡 Where major opportunities may emerge across equities, rates, and global markets📊 How technology, inflation trends, and geopolitics impact macro investing🔍 Key portfolio construction principles for volatile and uncertain environments👍 Like, comment, and subscribe for more expert insights!
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1 month ago
7 minutes

EisnerAmper Podcast
The Future of Disaster Response: FEMA’s Evolving Role Explained
The Future of Disaster Response: FEMA’s Evolving Role Explained The future of disaster preparedness is projected to experience significant changes. In this deep-dive conversation, Jennifer Butler, Partner and Leader of our Government Sector Services and Mark Cooper, a leading emergency management expert and member of FEMA’s review board break down how FEMA’s mission, structure, and responsibilities are evolving, and what these shifts mean for disaster preparedness, recovery, and response. This episode explores:• FEMA’s upcoming structural and policy changes, and how they will impact federal, state, and local disaster operations.• Why more responsibility may shift to states and regions, and what capabilities governments must build now.• How disaster grants, public assistance, and recovery timelines may change under a more localized approach.• How to choose the right disaster consultants and trusted partners, and why prior performance matters more than ever.With a wide range of services in audit, tax, advisory, and outsourcing, EisnerAmper is one of the leading providers in the industry. We invite you to join us on our platforms to learn more about our services and connect with us: https://www.eisneramper.com/ https://www.linkedin.com/company/eisneramper/ https://instagram.com/eisneramper https://twitter.com/eisneramper
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1 month ago
10 minutes

EisnerAmper Podcast
Health Care Growth Capital: Investing in Innovation and Life Sciences
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tadd Wessel, Managing Partner, Petrichor Capital, a New York-based investment firm which invests in health care managers and businesses to drive scientific and medical innovation. Tadd, formerly with OrbiMed Advisors and Fortress Investment Group, shares his outlook for growth capital investing in health care, including the greatest opportunities, challenges and more.✨ What you’ll learn:🚀 Key trends driving life sciences and health care innovation💡 Why current valuations create unique investment opportunities📊 How AI, precision medicine, and radiopharmaceuticals shape the next wave of growth🔍 Expert insights on challenges, IP protection, and operational strategies in health care investing👍 Like, comment, and subscribe for more expert insights on private equity, venture capital, and alternative investments!
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1 month ago
15 minutes

EisnerAmper Podcast
How This Urban Tech Startup Is Redefining Walkability
Dr. Bernardita Calinao, founder and CEO of Walkspan, joins EisnerAmper's TechTalk host Janina Teoxon to share how her startup is pioneering a data-driven approach to measure and improve walkability in urban environments. In this episode, discover how its AI-driven, advanced neighborhood search tool taps into the world’s largest walking-environment dataset to help users find communities that fit their lifestyles and support smarter real estate decisions. Tune in to explore Walkspan’s mission to enhance public spaces and boost property values through neighborhood intelligence.Connect with Dr. Calinao: https://www.linkedin.com/in/bernardita-calinao-phd/ Walkspan: https://walkspan.ai/✨ What you’ll learn:🚶‍♀️ How AI and data intelligence are transforming walkability in cities|🏙️ Why walkable communities are shaping real estate value and livability💡 The role of geospatial analytics in smarter urban planning🌍 How startups like Walkspan are redefining sustainable urban tech👍 Like, comment, and subscribe for more expert insights on innovation, tech, and investment trends!
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1 month ago
21 minutes

EisnerAmper Podcast
Sukuk Investing Explained: Ethical Fixed-Income Strategies for Global Investors
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry and more.✨ What you’ll learn:🚀 How Sukuk investing differs from traditional bonds and aligns with faith-based principles💡 Key opportunities and growth drivers in the global Sukuk and fixed-income markets 📊 Why sustainable, low-volatility Sukuk investments appeal to both Muslim and non-Muslim investors🌍 Insights on gender diversity and leadership in global finance👍 Like, comment, and subscribe for more expert insights on investing, finance, and sustainability!
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1 month ago
11 minutes

EisnerAmper Podcast
How Healthcare Executives Can Maximize Retirement & Tax Savings
In this episode of EisnerAmper’s Healthcare Podcast, EisnerAmper’s Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game.✨ What you’ll learn:🚀 How to design tax-efficient 401(k) and cash balance plans💡 Strategies to attract and retain top healthcare talent through benefits📊 Smart ways to manage profit-sharing and pension plans for long-term impact🔍 Expert insights on compliance and plan optimization for healthcare businesses👍 Like, comment, and subscribe for more expert insights on healthcare finance, retirement planning, and business growth!
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2 months ago
23 minutes

EisnerAmper Podcast
Smart Cash Strategies: Navigating Short-Duration Investments in 2025
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!
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2 months ago
5 minutes

EisnerAmper Podcast
The Rise of Climate Tech Venture Capital | What Investors Need to Know
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.
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2 months ago
12 minutes

EisnerAmper Podcast
From Physician to Startup Founder:  Advancing Autism Therapy Through Novel Digital Therapeutics
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
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2 months ago
22 minutes

EisnerAmper Podcast
Inside Scientific Fixed-Income Investing
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!
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2 months ago
12 minutes

EisnerAmper Podcast
Asset-Based Lending Explained: Funding Growth for Tech Startups
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
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2 months ago
10 minutes

EisnerAmper Podcast
Reimagining Private Investing with AI-Powered Matchmaking
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/
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2 months ago
19 minutes

EisnerAmper Podcast
Social Factor Investing: Unlocking Hidden Value with AI & Intangible Assets
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
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3 months ago
10 minutes

EisnerAmper Podcast
Investing in AI Startups 2025 | Venture Capital Outlook, ESG & Future Opportunities
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.
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3 months ago
14 minutes

EisnerAmper Podcast
Bridging the Gap: Investment Property Wealth Management Reimagined
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/
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3 months ago
16 minutes

EisnerAmper Podcast
With more than 5,000 employees, EisnerAmper is one of the largest accounting firms in the U.S. From start-ups through global multinationals, the firm offers accounting, tax, advisory services to most industry sectors including financial services, technology, real estate, manufacturing, health care and others.