The Hollander Group with Business Owner Solutions

The Hollander Group with Baird Capital Markets

The Hollander Group had the opportunity to talk with Katie Schoen,  Global Head of Investor Relations & Operations for Baird Capital.  Katie discussed the types of businesses that Baird Capital invests in and the resulting Private Equity and Venture Capital investment opportunities that Baird Capital creates.

The Hollander Group with Business Owner Solutions

The Hollander Group had the opportunity to talk with Elizabeth Thompson and Chris Johnson from Baird's Business Owner Solutions Team. Tricia Hollander Henning and Teri Hollander Albin addressed the current Private Equity appetite for acquiring private businesses with Chris and Eliazbeth including the ability to create a retirement transition opportunity for Owners and Key Managers while keeping the company in tact via roll ups and other strategies. They discussed multiples, the lead-time in preparing a business and creating/maintaining a career path for Key Employees.

The Hollander Group with Mark Nickel

Tricia and Teri interview Mark Nickel, President of Baird Trust Company to talk through how clients might utilize Baird Trust in their overall financial plan. Mark explains trusts and describes how Baird Trust may serve in the role as trustee or executor, and how that may impact your relationship with The Hollander Group.

The Hollander Group with Ross Mayfield

Ross Mayfield, an Investment Strategy Analyst at Baird joins The Hollander Group to break down whether we should be concerned about a deep recession, how the 2024 Presidential election might affect markets, and positioning bonds in a portfolio.

The Hollander Group with Tim Steffen

There has been a lot of talk about Secure Act 2.0 since Congress passed their spending bill in late December. In their latest interview, The Hollander Group talks with Tim Steffen, Director of Tax Planning at Baird, to break down the complex set of changes largely related to retirement contribution and withdrawal rules and to discuss planning opportunities that Secure Act 2.0 may provide.