Business Talk With Chalfin

For this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC. Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction, operations, service, trading, sales, management, and leadership.

On the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments. Previously, she spent eight years on Wall Street working in public finance for Lehman Brothers and as a Vice President in the Global Real Estate division of Bankers Trust and Deutsche Bank, where she authored reports on real estate and economic conditions in the major US metropolitan areas and conducted due diligence for the investment bank, the CMBS team, and the Deutsche Bank Mezzanine Fund. She then moved to the research team at RREEF (owned by Deutsche Bank), writing quarterly updates on RREEF’s existing properties and due diligence reports for acquisitions on the East Coast. Lesley holds a B.S. from the Wharton School and a B.A. in Economics from the University of Pennsylvania.

This podcast episode of Business Talk with Chalfin, Bob talks with Mori Taheripour.  Mori is a globally recognized negotiation expert, an 11-time award-winning faculty member at the Wharton School, a highly sought-after speaker, and the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.  With more than 20 years of experience in negotiations, DE&I, and sports business, Mori’s impressive roster of clients includes Fortune 100 companies, major sports leagues, leading charitable institutions, and government agencies.

During this episode of Business Talk with Chalfin, Bob talks with Zeke Hernandez, the Max and Bernice Garchik Family Presidential Associate Professor. at The Wharton School. Zeke publishes pioneering research in two broad areas. In the first, explores how immigration patterns affect the investment choices, strategic decisions, and performance of firms in foreign markets. The linkage between immigration and economic growth in this first line of work has crucial implications for immigration policy. In the second area of research, he studies how firms strategically design corporate strategies through alliances, acquisitions, and divestitures to enhance their innovation and performance.  His book, the Truth About Immigration, can be found on Amazon: https://www.amazon.com/Truth-About-Immigration-Successful-Societies/dp/125028824X

For this episode of Business Talk with Chalfin, Bob talks with Lisa Forrest, Head of Live Oak Bank’s Searchfund Lending, about SBA lending considerations. Lisa Forrest is a seasoned banking professional with over 35 years of experience. Renowned for her expertise in SBA and Conventional lending products tailored to the unique needs of SMBs in the lower middle market, she specializes in guiding searchers and SMB acquirers through transactions of up to $25M in enterprise value.