Business Talk With Chalfin

For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania. He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology. Gad i...

During this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk. Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and other bespoke...

For this episode, Bob talks with Martin Hershy about small business insurance considerations. Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing efficiency through job design, team creation, standardization, system implementation, automation, and busines...

For this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC. Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania.  Thomas also served on the Dean’s Globalization Committee and was a member of the Wharton Graduate Executive B...

On this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity of her previous interview on Business Talk with Chalfin. Lesley Deutch leads all custom consulting proj...

For this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition. Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She served in the US Army as a Military Intelligence Officer on tours in Korea, Thailand, and Afghanistan. Carol...

During this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF). Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge fund. Seth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H....

For this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech. Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has been the co-founder, CEO, and lead investor of seven biotechnology companies that have completed initi...

For this episode, Bob speaks to Exequiel (Zeke) Hernandez who is the Max and Bernice Garchik Family Presidential Associate Professor at The Wharton School. During their conversation they discuss the connection between immigration and economic growth. Zeke publishes pioneering research in two broad areas. In the first area of research, he explores how immigration patterns affect the investment choi...

During this episode, Bob talks with A.J. Wasserstein, the Eugene F. Williams, Jr. Lecturer in the Practice of Management at the Yale School of Management. They talk about how to determine if a seller really wants to sell a business. A.J. Wasserstein's research, writing, and teaching concentrate on search funds, entrepreneurship, programmatic acquisitions, and small businesses. He is a private inve...

During this episode of Business Talk with Chalfin, Bob talks with Arleigh Halterman, the CEO of National Imaging Solutions (NIS) about his lessons learned from purchasing a business.  NIS is a medical imaging sales and service provider based in Houston, TX. Arleigh acquired NIS in April 2019 through a self-funded search. Before acquiring NIS, Arleigh ran a funded/traditional search fund from 2015...

During this episode, Bob talks with Co-Founder and Co-CEO of Harry’s Inc. about creating things that people like.  Jeff Raider aims to build companies and brands that people like more. The ambition of Harry’s Inc. is to create a next generation CPG company by putting people first and delivering against unmet consumer needs. Harry’s Inc. has grown significantly over the last ten years, and is now m...

For this conversation, Rising to the Challenge of the Covid-19 Vaccine and Beyond, I talk to Mace Rothenberg, MD, a physician-executive with more than 30 years of experience in government, academia, and industry. Mace is the former Chief Medical Officer at Pfizer and will describe the leadership skills that enabled Pfizer to deliver a Covid-19 vaccine in record time.  He will also discuss how thos...

During this conversation Bob talks about Crisis Management with Kim Naylor, President of Fenix Event Management. Over 25 years ago, Kim Naylor started her own conferences, meetings and incentive event company, Naylor Event Management (NEM). NEM was a Toronto based event Management Company with a specialization in providing innovative and exclusive corporate solutions involving reward and incentive...

During this episode, Bob speaks with Leonard Witman about retirement planning. Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in Florham Park, New Jersey. Mr. Witman is a graduate of Rutgers College and New York Law School, and is...

During this episode, Bob talks with Berkeley Professor Saikat Chaudhuri about ChatGPT, AI, and the shakeup in the Tech Sector. Chaudhuri is the inaugural Faculty Director of the Management, Entrepreneurship, & Technology (M.E.T.) Program, a flagship dual-degree program in engineering and business at the University of California at Berkeley. He is also the inaugural Faculty Director of the Berkeley...

During this episode, Bob talks with Wharton Marketing Professor Peter Fader about the role of customer lifetime value when evaluating a business. Peter Fader is the Frances and Pei-Yuan Chia Professor of Marketing at The Wharton School of the University of Pennsylvania. His expertise centers around the analysis of behavioral data to understand and forecast customer shopping/purchasing activities....

During this episode, Bob talks with James S. Vaccaro, Chair, President, and Chief Executive Officer of Manasquan Bank, a $2.2 billion dollar mutual banking organization founded in 1874. They discuss the collapse of Silicon Valley Bank.  Prior to joining Manasquan in 2012, Mr. Vaccaro served as executive vice president and chief operating officer for SpringPoint Senior Living, New Jersey’s leading...

On the first episode of Business Talk with Chalfin, Bob discusses the state of the housing market 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 w...