Bridging the Gap: Real Estate for Women
Bridging the Gap: Real Estate for Women - Let’s begin our real estate journey today!

Bridging the Gap: Real Estate for Women - Let’s begin our real estate journey today!

May 11, 2022

The countdown begins: My new podcast-- Bridging the Gap: Real Estate for Women airing soon!

I invited amazing guests and dynamic industry experts in the real estate industry so be sure to stay tuned in the coming days!

Panayiotis Lambropoulos: Portfolio Manager at the Employee Retirement System of Texas

Panayiotis Lambropoulos: Portfolio Manager at the Employee Retirement System of Texas

February 9, 2022

Panayiotis Lambropoulos, Portfolio Manager at the Employees Retirement System of Texas-- a $35B public fund located in Austin, Texas, works in the hedge funds department on a team of managers. Panayiotis brings his diverse background, being born and raised in Greece until he was 13 years old, as well as his prior experience working for a Japanese Hedge fund, to work he does on behalf of Texas ERS. As one of the large public funds in the U.S., Panayiotis has a lot of experience that funds of all sizes can learn from.

Kathryn Sollmann: a Founder, Coach, Speaker, an Advocate, a Woman

Kathryn Sollmann: a Founder, Coach, Speaker, an Advocate, a Woman

January 25, 2022

Women in Business need to support one another!  We are on the same team and Kathryn Sollmann, founder of The 4 Jobs Club, an online community of women assists women in navigating their many roles as moms, caregivers, and career women.  Kathryn, quoted in the NY Times,  is  the author of the book “Ambition Redefined: Why the Corner of Office is Not for Every Woman & What to Do Instead”.  If you are a woman with any type of job and other responsibilities (who isn’t?!!) this episode is for you! 

Fahem Almusa describes the safety and convenience in investing in Dubai

Fahem Almusa describes the safety and convenience in investing in Dubai

January 11, 2022

The UAE (United Arab Emirates) is bursting with business opportunities.  In this Episode, I speak with Fahem Almusa who is the Director for the  Internal Audit and Accounting Advisory at Crowe UAE which is one of the Key Economic Country (KEC) within the Crowe Global network.  Crowe is ranked as one of the top 10 largest accounting networks in the UAE ( by the International Accounting Bulletin). Fahem is U.S. educated but lives in the UAE so he really understands the global conversation! 

Richard Wilson:  Founder of The Family Office Club; An Entrepreneur, A Best-Selling Author, A Business Leader

Richard Wilson: Founder of The Family Office Club; An Entrepreneur, A Best-Selling Author, A Business Leader

December 9, 2021

As a child, Richard Wilson was already attending his father’s business meetings. By the time he was in High School, Richard was a full-fledged entrepreneur; by the age of 21, he was earning 6 figures. From risk consulting to raising capital, Richard ventured into the world of family offices with the goal of providing trends in structuring deals and opportunities for wealthy family offices to connect with each other, share insights, and learn from each other's ups and downs. Richard Wilson is the Founder and CEO of The Family Office Club—the #1 largest association of over 2000 registered ultra-wealthy families and their family offices. Richard is also a best-selling author of an important book in the field of family wealth titled “How To Start A Family Office”. If you are working for a Family Office or a principal in one, this episode is a "must-listen-to"!

Blair Nicholas: From Attorney to Vineyard Owner in Dundee Hills

Blair Nicholas: From Attorney to Vineyard Owner in Dundee Hills

November 9, 2021

The word attorney conjures up many images, some less likable than others.   Sometimes this distaste for lawyers is rooted in reality and other times it is not.  But every now and again you will meet a lawyer who has changed course and taken a new route and this change informs who they become.  My guest, Blair Nicholas, was one of my former legal competitors (friendly ones of course) and yet we crossed over into real conversation as Blair shares his journey in finding a new path as a Vineyard owner and the deep connection he feels with the land in Dundee Hills Oregon. I knew Blair before our conversation, but today I met a man that showed me how complex we can all be given the opportunity!

What does it take for public pension reforms to have lasting, meaningful, and important change?

What does it take for public pension reforms to have lasting, meaningful, and important change?

October 27, 2021

Len Gilroy is the Vice President of government reform Reason Foundation. In this episode, listen in as we continue our conversation on pension reform and the collaborative approach to making lasting, meaningful, and important changes and how restructuring your public pension funds can help address underfunding issues and secure future benefits for those in the public sector. Secure the future you have for yourself and your loved ones. Tune in now!

Is Your Public Pension Plan Underfunded? You Are Not Alone! A Majority of Public Funds Find Themselves In Need of Money

Is Your Public Pension Plan Underfunded? You Are Not Alone! A Majority of Public Funds Find Themselves In Need of Money

October 12, 2021

Len Gilroy has devoted his career to the Public Pension Fund World and to ensuring their longevity. As Vice President at the Reason Foundation Len's mission is to ensure that public pension funds remain healthy and robust. Len has testified before Congress and written for numerous publications including a recent op-ed in the Wall Street Journal. Len and his foundation were at the forefront of the recent reform undertaken on behalf of Texas ERS. Len assisted policymakers and other stakeholders in designing, analyzing, and implementing public sector pension reforms to promote solvent and sustainable retirement systems that provide security for government workers while reducing taxpayer and pension system exposure to financial risks. Len also devotes himself to working with legislators and officials to design and implement market-based policy approaches, improve government performance, enhance accountability in government programs and reduce government spending. Public Pension Plans need to take notice and to know that with Len on your side, employer and employee are on the same team!

Rupert Bull Co-Founder and CEO of The Disruption House

Rupert Bull Co-Founder and CEO of The Disruption House

September 20, 2021

Fintech!  If you are an investor, Fintech is definitely an asset class to take notice of and Rupert Bull is a man to take notice of!  Rupert is  Co-Founder and CEO of The Disruption House, a company whose mission is to assist financial technology services and financial institutions to accelerate their discovery of and engagement with each other on a global basis. The Disruption House partners with over 50 global and regional banks and asset managers on their mission to do risk and fast track new technology adoption across the global financial service industry and beyond.  Rupert aims to increase the speed and efficiency among fintechs, clients, and investors to engage successfully with each other by utilizing artificial intelligence, automation, and process improvements.

Can My Pension Fund Benefit From Collection and Recovery of Tax Services? Yes!

Can My Pension Fund Benefit From Collection and Recovery of Tax Services? Yes!

August 11, 2021

Perhaps your fund is not recovering all monies owed to them?! Enter Ari Davidowitz! : Tax Recovery Expert, Managing Director of WTax. Ari works hard to recover tax withholdings for clients worldwide. This is a complicated area of shareholder recoveries but Ari makes it easy to understand and will be instrumental in putting money back into your fund’s portfolio. Ari is also a committed husband and a fun and loving dad. Listen to our conversation and we share the process, risks, and benefits of tax withholdings and tax refunds.

 

 

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