Meet The Expert with Elliot Kallen

Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the curr...

Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consumer goods, discover how these recovered materials...

Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape.

Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change.

In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of building a business focused on transparency, sustainabi...

Get an inside look at how Dave Groff built a billion-dollar empire with WebstaurantStore.com from the ground up. From initial struggles to achieving monumental success, this episode is filled with practical advice and inspiring stories.

Inventory management has come a long way from manual spreadsheets and point solutions. Frank Nardi takes us through the evolution of inventory management and how Cin7 is revolutionizing the industry with its AI-powered platform. Learn how businesses of all sizes can benefit from advanced inventory forecasting, optimization, and automation.

In this episode, Elliot Kallen and Lisette Nieves, President of the Fund for the City of New York, explore public and private partnerships, support for social entrepreneurs, and trends in philanthropy. Discover how Lisette leads groundbreaking innovations in the nonprofit sector.

Welcome to Season 4, Episode 10 of Meet the Expert® with Elliot Kallen! Maximizing value in mergers and acquisitions is a delicate art that requires a deep understanding of both companies involved. Brian Summe, Partner and Chief Revenue Officer at Vesticor, joins the show to discuss how his firm helps founder-driven business owners achieve their exit goals. Brian explains how they assist business...

Sports tourism is a recession-proof, $14 billion industry that's attracting significant private equity and capital investment. Jason Clement breaks down the various revenue streams, from player registration and retail to lodging and food & beverage, that make youth and amateur sports complexes so lucrative for municipalities and private developers alike.

Join Fred Cary, CEO of IdeaPros, as he shares his insights on the critical role of perseverance in the entrepreneurial journey. Discover how resilience and the ability to pivot can transform failures into stepping stones to success. Learn from Fred's experience starting over 40 companies and guiding hundreds more.

To build a thriving business, you need to focus on six key components: vision, people, data, issues, process, and traction. Mark O'Donnell breaks down each component and shares practical tools for strengthening them in your organization. Learn how to create a clear vision, build a great team, make data-driven decisions, solve issues, streamline processes, and gain traction.

Discover the inspiring story of Liz Elting, co-founder of TransPerfect, who built a billion-dollar language solutions company from an NYU dorm room. From focusing on profitability to hiring the right people and fostering innovation, Liz reveals the key elements that contributed to TransPerfect's success. Learn valuable lessons on scaling a business and achieving long-term growth.

Why should you care about emerging markets? What are they anyway? Meet the expert, Kevin T. Carter. In this episode, he makes the case for why you should seriously look into placing a chunk of your portfolio into these untapped wells of opportunity. Specifically, he points to India as an especially promising arena for investors who are keen to do more with their money than just going the conventio...

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax stat...

Welcome to Season 4, Episode 3 of Meet the Expert® with Elliot Kallen!   In this episode, Elliot is joined by Benjamin Rizzuto from Janus Henderson Investors to discuss estate planning and why no one should hesitate to talk about it. Bravely facing the thoughts of retirement and death, they explore its financial and non-financial aspects, from tax implications, splitting money among beneficiaries,...

Welcome to Season 4, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, we sit down with portfolio manager Duncan Farley of BlueBay Asset Management. We discuss the profits to earn when running distressed credit, which Duncan has been doing for almost three decades. They explain how money management firms can take advantage of this investment to maximize opportunity on a global sca...

Welcome to Season 4, Episode 1 of Meet the Expert® with Elliot Kallen!   Thematic investing navigates the future growth landscape, recognizing that key segments of the economy are crucial for future development. In this episode, we look into the fascinating world of thematic investing with Scott Helfstein, the Head of Thematic Solutions at Global X ETFs. From AI to infrastructures to defense techn...

Welcome to Season 3, Episode 12 of Meet the Expert® with Elliot Kallen! Leadership is not just what you do when everybody is watching; it is also what you do when nobody is. Step into the world of leadership with Cathy Saunders from Putnam Investments as she explores the essence of leadership through the lens of experience and wisdom. Cathy shares valuable lessons from leaders like Howard Gardner,...

Welcome to Season 3, Episode 11 of Meet the Expert® with Elliot Kallen!    When business owners go into business, it's easy to assume that’s because they understood the business. But that’s the furthest thing from the truth. They went into business to do what they loved, and things like cash flow aren't necessarily first on their minds. In this episode Rocky Lalvani of Profit Comes First discusses...

Stepping out of a business is a formidable challenge, fraught with emotional and pragmatic hurdles. After all, when you have poured everything into building something, it's an almost impossible undertaking to leave it all behind. In this episode, Elliot Kallen brings on Laurie Barkman, author of The Business Transition Handbook, to discuss the intricate journey every entrepreneur faces: the path f...

Welcome to Season 3, Episode 9 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Sean Perlmutter from Pivotal Twist to discuss the tapestry of leadership behind successful organizations. Discover how to embrace feedback for organizational alignment, transform employee conversations, and embrace playfulness in professional branding. Are you a C-suite looking to up you...

Welcome to Season 3, Episode 8 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Anthony Cassel, Aaron Brown, and William Cook from Keller Williams to reveal their secret to success: a rich network of preferred partners and a deeply consultative approach. From helping clients navigate massive tax obligations to securing deals in a challenging market, they demonstrate...

Welcome to Season 3, Episode 7 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen and Jenifer Bloodsworth explore the fascinating intersection of psychology and finance. Understanding the two thinking systems in our brains can shed light on why we sometimes make irrational investment decisions. They also cover how to combat common biases and build a resilient portfolio that can...

Welcome to Season 3, Episode 6 of Meet the Expert with Elliot Kallen! In this episode, Elliot Kallen brings on Tracy Tamura to dive deep into the often-overlooked world of life insurance for wealth protection. The discussion spans a wide range of topics, from the importance of life insurance in personal financial planning to its critical role in business continuity and estate planning. Tracy also...