Investors & Operators

The founding story - started fund while pregnant  Defining success  Work vs. Life - compartmentalize, prioritize, focused Keeping women in finance  Life event that changed her perspective Her role model  *** BIOs Aly Lovett is a Partner at Radian Capital. Prior to Radian, she focused on enterprise technology and services investments at FTV Capital and healthcare and retail inve...

How to plan content General process of producing a podcast The equipment starter kit Days to record, distribute, and the cost for production  How to distribute content  Podcast topics for PE firms  *** BIOs Kison Patel is the Founder and CEO of DealRoom, a project management software for complex financial transactions. Kison has over a decade of experience as an M&A advisor and...

His struggle to handle change of behaviors after combat Moment of clarity came when his wife, his son and he himself were at three different hospital rooms at the same time Turning life around from 30+ diagnosed disabilities, 10+ medications to medication free  Co-founding a non-profit and a company to help patients with brain injury *** BIO Andrew Marr is a husband, father, Retired Special F...

The art of marriage Women in finance within PE, evolution, programs to follow Evolution as a leader  Her superpower *** BIO Pamela Hendrickson is the Chief Operating Officer and Vice Chairman of Strategic Initiatives at The Riverside Company, a global private equity firm. As COO, Pam manages a number of teams, including deal origination and fundraising, and as Vice Chairman she oversees the d...

Charmel Maynard joined the University of Miami in 2016 and currently serves as associate vice president, chief investment officer, and University treasurer. In this capacity, he leads the University of Miami’s efforts to invest assets, including endowment and pension funds. Charmel is also responsible for the University of Miami’s capital structure, including liquidity and debt issuances. Addition...

From professional hockey player to working in PE Constructing a team (four pillars) PE is a people business  His why  Creating legacy (98% vs. 2%) The “why can’t I” mentality His advice to 25-year-old self  *** Ted has led the Sourcing activities for hkw since 2002. In 2014, he was appointed president of HKW and in August of 2015, assumed responsibilities as president & CEO. Ted...

Mark rejoined ClearLight in 2014 to lead the deal sourcing function for the firm and has over 10 years of experience helping private equity funds find and close on investment opportunities.  Before rejoining ClearLight, Mark led deal sourcing for American Infrastructure Funds, a $1.5 billion private investment firm focused on investments in the energy, infrastructure and real property sectors...

Jeremy R. Holland is a Managing Partner at The Riverside Company, leading the Origination team across the various funds/strategies in North America. Jeremy joined the Riverside in 2010, when they recruited him to switch from executing deals to focusing on originating new investment opportunities in the Western US & Canada. He has more than 20 years of private equity experience, across a range...

Marc Herdegen joined New State Capital Partners in 2018 with more than 20 years of experience in leadership and management, product development, investment, and strategy consulting. Marc has led global organizations, launched new products, developed growth strategies, and advised executives across a range of industries. Prior to New State, Marc was a Senior Director at Honeywell International resp...

"If you do what you love, you'll never have to work a day in your life" Why he knows 10x more about others, and more than others think to ask Difficulties in transitioning from the military to civilian life and lessons to share His dad’s impact on him, and how he wants to impact his sons  The evolution of BD/origination as a profession within the deal community  What differentiates a goo...

Growing up in a challenging environment in Chicago  The mentality of helping others Failure is just part of the path Get through difficult times as a family/couple  The founding of Avante and fund raising during the financial crisis in 2009 BIO Ivelisse Rodriguez Simon is a Managing Partner of Avante Capital Partners. Based in Los Angeles, Ivelisse is responsible for identifying, ex...

Growing up as a gymnast and learning what persistence and resilience meant Her influencer and growing up in an entrepreneurial family  Characteristics of an entrepreneur What "no" really means The impactful, defining moments in her life, and having the courage to deviate from a plan Having a passion for something is a gift  What schooling means and helping children find their passion Wor...

“Never get too high, never get too low” How to cut through the noise and the emotions? How to train yourself to see the opportunity, the good? Characteristics of a high-performer  Energy draining activities vs. income producing activities  Discipline strategies & tactics  How to turn off your brain and have time for other things in life BIO Coach Dana Cavalea is the former Direc...

Some of the communication mistakes that financial institutions made during the 2008 crisis that we can learn from How to ensure businesses are communicating to employees that industrial/manufacturing jobs will be protected if employees are forced to quarantine/isolate How investors are reacting to Middleground’s management of its portfolio companies Recommendations to members of the “sponsor unive...

We go deeeeeeeep in this episode about the life of an entrepreneur, managing crisis, losing a child, and finding hope through taking action. Jason is a serial entrepreneur, has been a board advisor to 50 companies, and coaches CEOs. He is also the founder of ChooseLife.org, which he started in 2018 after losing his 14 year old son to suicide. Their goal is to end teen suicide by 2030. *** FULL BIO...

What is Grasshopper Bank, who it serves and how it is different Dramatic story of fundraising and starting a bank Tips for starting a bank Her WHY  Her unconventional upbringing Challenges and mistakes, and what she learned from them  Women and diversity  How COVID-19 is impacting and will impact our way of work and life *** Bio: Judith was on the founding executive team for Square...

Dan spent 14 years as a U.S. Navy SEAL working with the most elite individuals there are. Among those elite few, he saw how effective leadership and teamwork enabled his teammates and himself to accomplish any mission, no matter the odds. After leaving the military, he saw how those same principles, and the lack thereof, affected an organization's ability to accomplish their own missions. As a coa...

1843 Capital is an early-stage VC fund focused on cyber, enterprise software, and “Silver Tech.” It invests in companies with at least one female founder. Tracy Chadwell, Founding Partner, has over 19 years experience in venture capital and private equity. She has 6 years of experience investing in early stage companies with a female founder through her personal entity Coyote Capital. Tracy was Pa...

This episode will change your perspective on life, work, and family, especially during this difficult time. Bio: Homeless and raised on the streets of Honolulu, Dash sold Hawaiian leis to tourists from 5 years old to help feed the family Arrested at 11 years old for shoplifting food. When the cops looked for his mom, she was in jail for prostitution At 13, he was adopted by the Wong family 15 year...

The entrepreneurial journey is rarely...ok, never...a linear path. Phil Hurley’s Slim Chillers (low calorie alcoholic popsicles) took 6 years before their products hit Costco’s shelves, became a top selling product, got covered by an influential blogger, and then sales skyrocketed. Throughout 2019, Slim Chillers was always behind the demand and every nickel was going into inventory, machinery and...

Why listen to this? Starting with 100 members in Jan 2019, Sam Jacobs has built a 1,400-person, invite-only global community of revenue leaders, charging $100-200/month. He’s also host of the Sales Hacker Podcast (25,000+ downloads). Before Revenue Collective, Sam helped companies scale from just north of $0 in revenue to just shy of $300M. He gets growth. He gets community.  Now, more than e...

It’s not often that you meet someone who is truly a center of influence, a powerbroker, and a pioneer in their industry. Kelly Williams is that individual. TOPICS At 8 years old, she wrote her first contract with her mom...for a lunchbox The “Teflon Associate” and working in Japan doing project finance How focusing on the hard work that others didn’t want to led to co-founding the Customized Fund...

John Stewart is a Partner at MiddleGround, a private equity firm focused on  Industrials & Specialty Distribution companies. He is responsible for overall management of the firm and management of the Investment Team with Lauren Mulholland. John started his career as an hourly line worker at Toyota Motor Corporation and held numerous management and executive positions over an 18-year caree...

Javier Saade is Founder & Managing Partner of Impact Master Holdings which works with insightful people and dynamic companies building a better future. He is also Venture Partner at Fenway Summer, a VC firm that has backed 50+ companies innovating at the intersection of finance & technology. He serves as board member on several prominent companies and previously led the $30B Small Business...

Karan Rai is Founder and Managing Partner at ASGARD Partners & Co. Karan has a deep passion for fixing, growing, and investing in small and medium sized companies. He loves working with entrepreneurs and inspired leaders who are building purpose-driven companies. He also, at times, serves as the interim CEO for ASGARD portfolio companies. Topics: - How he’s changed since coming out of a massiv...