Private Equity Meets Retirement: What Investors Need to Know

Private Equity Meets Retirement: What Investors Need to Know

In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool.  Disclaimer: This discussion is for educational purposes only and not investment, tax, or legal advice. Please consult your advisor before making investment decisions. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Rewiring the Lending Game: CapX, AI and the New Era of Private Markets

In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led him to build CapX, a platform designed to streamline access to private equity and eliminate barriers between borrowers and lenders.   Rocky dives into the cultural resistance to financial tech, the generational shifts shaping adoption, and how AI can help modernize communication and transparency in dealmaking. He also unpacks the biggest misconceptions in capital markets and explains why a mindset shift and not just a tech shift, is essential for long-term success in finance.   At the heart of this episode is a powerful message: the future of private markets depends on bridging relationships, data, and trust through more innovative tools. Whether you’re a business leader, investor, or innovator, this conversation offers clear insight into where the industry is headed and how CapX is helping lead the way. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Future of Private Equity, AI, and Company Culture

In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into company culture, AI adoption, and leadership challenges in today’s business landscape. Tim shares eye-opening stories, including his experience in one of the most extreme company cultures—where tensions ran so high that his car tires were slashed. He also dives into how AI is revolutionizing performance evaluation, the top fears preventing AI adoption, and how leaders can harness AI to enhance both financial outcomes and employee productivity. At the heart of this episode is a powerful message: Company culture can make or break a business. Tim explains how leadership decisions, workplace environments, and strategic AI implementation can be the key to long-term success. This episode is packed with insights for business leaders, investors, and anyone looking to stay ahead in the evolving world of private equity and technology. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

From Pro Athlete to PE Pro: A Playbook for Success

In this episode of The Future of Private Equity Podcast, host Leah Berend interviews Craig Bunker, a former professional lacrosse player turned private equity leader at Tonka Bay Equity Partners. With over seven years of experience in private equity, Craig brings a unique perspective shaped by his athletic background and hands-on approach to leadership. Craig shares how his time in competitive sports built the drive and discipline he applies to private equity and explains why Tonka Bay takes an active role in helping portfolio companies grow. He also dives into the importance of balancing guidance with company autonomy to create sustainable success. Listeners will gain insights into emerging trends shaping the private equity landscape, including how to measure value beyond financial performance. Craig also offers practical advice for entrepreneurs seeking the right private equity partner to align with their goals. This episode is packed with actionable insights and fresh perspectives for investors, entrepreneurs, and anyone passionate about private equity's evolving future. Tune in now! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The Art of the Deal: Navigating Business Sales

In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions across diverse sectors. Robert opens up about his journey to Telo’s Capital Advisors and the services they provide, guiding business owners through the complexities of selling their companies. He addresses common misconceptions business owners have about handling sales on their own and explains how an investment banker can add critical value to achieve a successful deal. Throughout the conversation, Robert shares insights into the different types of advisors available, key qualities to look for when selecting a partner, and how to navigate challenges, including managing multiple interested parties and overcoming the impact of unfit advisors on a deal. He also reflects on memorable transactions that helped him build his negotiation skills and offers practical advice for those embarking on the journey to sell their companies, from preparing for due diligence to maintaining strong client relationships throughout the process.  Robert offers his perspective on the future of private equity, providing a must-hear outlook for anyone involved in the industry. Listen now! ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.