Orin Winick of Aspiriant on Trends in Wealth Management
Aspiriant's national director of investment advisory weighs in on considerations for founders exiting their companies and new trends in wealth management.
Podcasts
A Legislative Update from Langston Emerson of The Cypress Group
Emerson offers insight into key legislative issues, the midterm elections, and how a shift in control of the House could impact the congressional agenda.
Chris Jackson of Deloitte on Technology Trends in the Middle Market
The Deloitte Private technology leader discusses his firm's 2018 Mid-Market Technology Trends Report, including the role of talent and the future of work.
Darin Brock of TorQuest Partners on Opportunities in Canada
Darin Brock describes the M&A environment in Canada, attractive investment areas for TorQuest, and several of the PE firm's recent investments.
Jennifer Fondrevay on the Human Side of M&A
Fondrevay outlines common mistakes made during M&A transactions and steps to address human capital considerations earlier in the process.
Dr. Ronit Molko on Investing in the Autism Services Industry
Dr. Molko discusses the fast-growing, fragmented autism services industry, and the challenges and opportunities for private equity investors.
Jim Mintz of Mintz Group on #MeToo Considerations for Companies
The founder of Mintz Group weighs in on how to vet prospective employees and board members for a history of sexual misconduct.
Michael McAdoo of BCG on Global Trade Issues
A deep dive into tariffs and NAFTA, and steps midsize companies can take to mitigate global trade risks.
Andrew Fulford of HBM Holdings on Supporting Industrial Businesses
The VP of corporate development for investment firm HBM Holdings talks about the role investors play in helping companies address talent shortages, new technology and tariffs.
John Oechsle of Swiftpage on Software Innovation
The CEO of Swiftpage, the provider of CRM software Act, offers a firsthand look at how artificial intelligence and voice-activation technologies are transforming the industry.