Eisner Advisory Group LLC

EisnerAmper Podcast

Business EN ↓ 300 episodes

With more than 5,000 employees, EisnerAmper is one of the largest accounting firms in the U.S. From start-ups through global multinationals, the firm offers accounting, tax, advisory services to most industry sectors including financial services, technology, real estate, manufacturing, health care and others.

Author

Eisner Advisory Group LLC

Category

Business

Podcast website

eisneramper.podbean.com

Latest episode

Jun 29, 2026

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Episodes

Healthcare Podcast: Funding Rural Health: Grants, Designations & Tribal Funding Pathways – Episode 2 29.06.2026

Grant funding can open doors, but it can't close the gaps that form when revenue walks out the back door. In this follow-up episode of the EisnerAmper Healthcare Podcast, host Tony Davis continues the conversation with Jane Clark and Peter Avellino, shifting focus from grants to the operational and financial strategies rural hospitals need to build long-term resilience. Peter shares how attributio...

Healthcare Podcast: Funding Rural Health: Grants, Designations & Tribal Funding Pathways – Episode 1 26.06.2026

Rural and tribal health organizations face a funding environment unlike any other, one shaped by sovereign government relationships, rapidly shifting federal priorities, and grant programs most organizations don't know exist. In this episode of the EisnerAmper Healthcare Podcast, host Tony Davis sits down with grants management professional Jane Clark and healthcare finance veteran Peter Avellino...

Healthcare Podcast: Unlocking Healthcare Funding: The Power of Grants Management 17.06.2026

Healthcare organizations face mounting financial pressures, and grants can be one of the most powerful yet underutilized tools in their funding arsenal. In this episode, EisnerAmper's Tony Davis sits down with Angie Brown, who has extensive knowledge in grants management, to explore how healthcare clients can strategically identify, secure, and steward grant funding to advance their missions. From...

EisnerAmper Healthcare Podcast: Uncovering Revenue Leakage: Where Healthcare Organizations Lose Millions 05.06.2026

In this episode, host Tony Davis sits down with Peter Avellino, Director in EisnerAmper’s Healthcare Services Group, to explore the silent — and often overlooked — issue of revenue leakage in healthcare organizations. Peter breaks down what revenue leakage actually is, where it most commonly occurs, and why providers are losing money they’ve already earned. Together, they discuss the operational,...

San Francisco Real Estate Revival: Lisa Knee at EisnerAmper's West Coast Summit 20.05.2026

Lisa Knee, EisnerAmper Managing Partner of Real Estate Services, was featured in a live Bloomberg broadcast from the EisnerAmper West Coast Real Estate Summit in San Francisco. Speaking with Bloomberg hosts, Lisa shared her perspective on San Francisco's resurgence, crediting new mayoral leadership and the surge of AI and venture capital activity for revitalizing the city's commercial real estate...

Healthcare Podcast: Foundations for the Future: The 2026 Healthcare Trends Every Leader Should Prioritize 27.03.2026

In this 2026 kickoff episode of the EisnerAmper Healthcare Podcast, host Tony Davis sits down with Tara Becker, EisnerAmper’s new Healthcare Advisory Leader, to explore the forces shaping healthcare in 2026. Tony asks Tara to break down what’s top‑of‑mind for executives this year — from AI readiness and data integration challenges to the evolving state of digital health, cybersecurity, and workfor...

Venture Capital Investing in Louisiana: Opportunities and Challenges 18.12.2025

In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with John Roberts, Managing Partner & Mickal Adler, General Partner, Boot64 Ventures, a New Orleans-based venture capital firm that invests in Louisiana entrepreneurs. They share their outlook for venture capital investing in entrepreneurs in the Pelican State including the...

Private Equity Dealmaking in Hospitality Services Explained 17.12.2025

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Sean Christie, CEO, Carver Road Hospitality and Nelson Famadas, Managing Partner & COO, Carver Road Capital, a private equity fund that invests in hospitality services. Sean and Nelson discuss the transaction Carver Road completed with Emmy Squared Pizza, including the oppor...

Agriculture Credit Investing Outlook: Opportunities and Market Shifts 11.12.2025

In this episode of EisnerAmper's Engaging Alternatives Podcast, Elana Margulies-Snyderman, Director, Publications, speaks with David Chan, Vice President, Homestead Capital, an investment manager focused on agriculture investing in the U.S. David shares his outlook for agriculture credit investing, including the greatest opportunities, challenges and more. ✨ What you’ll learn: 🚀 The latest trend...

The Heart of Dealmaking: How AI Brings Clarity to Complex Transactions 09.12.2025

Katya Fisher, CEO and co-founder of Aracor AI, joins EisnerAmper's TechTalk host Fritz Spencer to explore how the startup is redefining the future of dealmaking through its AI-native dealmaking platform. In this episode, learn how Aracor’s platform combines deep legal expertise with advanced AI to accelerate due diligence, automate risk assessment, and streamline negotiations—giving investors, cou...

The New Commodity Cycle: Opportunities & Risks Ahead 04.12.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Paolino, Portfolio Manager at Esker Point Advisers LLC, a commodities-focused investment advisor and affiliate of Titan Advisors, a global alternative investment firm with over $2 billion in firm assets, based in Connecticut. Chris shares his outlook for commoditie...

Global Macro Outlook: Opportunities & Risks Investors Must Watch 20.11.2025

In this episode of EisnerAmper's Engaging Alternatives, Elana Margulies-Snyderman, Director, Publications, speaks with Paul Podolsky, Founder and CIO, Kate Capital, a discretionary global macro manager. Paul, who previously spent over 15 years as an executive at Bridgewater Associates, shares his outlook for his investment strategy, including the greatest opportunities, challenges and more. ✨ Wha...

The Future of Disaster Response: FEMA’s Evolving Role Explained 19.11.2025

The Future of Disaster Response: FEMA’s Evolving Role Explained The future of disaster preparedness is projected to experience significant changes. In this deep-dive conversation, Jennifer Butler, Partner and Leader of our Government Sector Services and Mark Cooper, a leading emergency management expert and member of FEMA’s review board break down how FEMA’s mission, structure, and responsibilitie...

Health Care Growth Capital: Investing in Innovation and Life Sciences 13.11.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Tadd Wessel, Managing Partner, Petrichor Capital, a New York-based investment firm which invests in health care managers and businesses to drive scientific and medical innovation. Tadd, formerly with OrbiMed Advisors and Fortress Investment Group, shares his outlook for...

How This Urban Tech Startup Is Redefining Walkability 11.11.2025

Dr. Bernardita Calinao, founder and CEO of Walkspan, joins EisnerAmper's TechTalk host Janina Teoxon to share how her startup is pioneering a data-driven approach to measure and improve walkability in urban environments. In this episode, discover how its AI-driven, advanced neighborhood search tool taps into the world’s largest walking-environment dataset to help users find communities that fit th...

Sukuk Investing Explained: Ethical Fixed-Income Strategies for Global Investors 06.11.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also d...

How Healthcare Executives Can Maximize Retirement & Tax Savings 04.11.2025

In this episode of EisnerAmper’s Healthcare Podcast, EisnerAmper’s Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy s...

Smart Cash Strategies: Navigating Short-Duration Investments in 2025 30.10.2025

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Kastner, Principal, Halyard Asset Management, a New York-based manager which manages short-duration cash management strategies. Michael shares his outlook for investing in short-duration cash management, including the greatest opportunities, challenges and more. ✨ What you’ll...

The Rise of Climate Tech Venture Capital | What Investors Need to Know 23.10.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Romain Diaz, Founder & CEO of Satgana, a Luxembourg-based climate tech venture capital firm. Romain shares his outlook for climate tech venture capital investing, including the greatest opportunities, challenges and more. ✨ What you’ll learn: 🚀 How climate tech VC...

From Physician to Startup Founder:  Advancing Autism Therapy Through Novel Digital Therapeutics 21.10.2025

Uli Chettipally, founder of Sirica Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his digital health startup is developing a groundbreaking therapy for individuals with autism spectrum disorder (ASD). In this episode, discover how Sirica Therapeutics’ proprietary Cognitive Sensorimotor Therapy blends virtual reality, gaming, robotics, and physical exercise to create a...

Inside Scientific Fixed-Income Investing 16.10.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more....

Asset-Based Lending Explained: Funding Growth for Tech Startups 16.10.2025

In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-frien...

Reimagining Private Investing with AI-Powered Matchmaking 07.10.2025

Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connectin...

Social Factor Investing: Unlocking Hidden Value with AI & Intangible Assets 02.10.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analy...

Investing in AI Startups 2025 | Venture Capital Outlook, ESG & Future Opportunities 25.09.2025

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenge...

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