Financial Poise Radio

Is it a Chain that Rules or a Chain-Chain-Chain of Fools?  We speak of Blockchain.  In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   leading research firm for the financial sector.  His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews  "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent indus

How do you give home owners in financial distress a way to relieve their mortgage woes? Jorge Newbery, Founder and CEO of American Homeowner Preservation, has some great options. In Episode 95 of Financial Poise Radio, he discusses many under-utilized methods that benefit both borrower and lender with host, Chris Cahill. You can learn more about Jorge Newbery and American Homeowner Preservation here. Or you can find him here: LinkedIn Twitter: @JorgePNewbery      About Jorge Newbery Jorge P. Newbery is on a mission to help Americans crushed by unaffordable debts. Jorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which crowdfunds the purchase of nonperforming mortgages from banks at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his challenges to help famili

In episode 93 of Financial Poise Radio, our Chris Cahill and Avi Levine, of Star Funding, Inc., discuss out-of-the-box ways to finance production of goods when the customer needs them.     You can find out more about Star Funding and Avi Levine here.   Or you can find them here: @avilevine @STARFunding Linkedin: Avi Levine; Star Funding Instagram Slideshare   About Avi Levine Avi specializes in finance operations and business development for manufacturers, distributors, and other wholesale organizations. Coming from roles within top brands and lifestyle companies Avi understands the dynamic wholesale trade industry inside and out. When he is not funding businesses for growth you will find him enjoying the outdoors with his wife and two beautiful daughters. Avi is currently working with STAR Funding, a leader in Purchase Order Funding to help expand their portfolio of domestic manufacturers and distributors.  Entrepreneurs look to Avi to provide creative funding solutions for working capital and growth funding

Frauds! Fakes! Ponzis!  In Episode 92, Chris Cahill and Adam Hirsch, of Robinson, Curley & Clayton speak of these fascinating things, along with RICO! Restitution! and Receivers!  Adam draws upon his experience litigating business fraud cases to illustrate recoveries and defenses. See also Adam's column -- (Alleged) Frauds, Fakes and Ponzis -- on www.financialpoise.com.   You can learn more about Adam Hirsch and Robinson Curley & Clayton P.C., click here.   Or you can find them here: Twitter: @robinsoncurley LinkedIn: Adam Hirsch; Robinson Curley     About Adam Hirsch   Adam Hirsch has practiced law in Chicago for more than 15 years, with a regular focus on commercial litigation. After graduating from Harvard Law School in 2001, he began his legal career at Jenner & Block, LLP.  For the last 11 years, he has practiced at Robinson, Curley & Clayton, P.C., a Chicago litigation boutique that has practices in commercial, receivership and employment litigation, and employment counseling.   Hirsch r

In Episode 91, Chris Cahill and Jeff Pomerantz, President of the American Bankruptcy Institute and member of Pachulski Stang Ziehl & Jones LLP, discuss why retail is under stress, how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and how developments in financing, capital structures, and supplier strategies continue to shape retailers' fortunes in bankruptcy.    You can learn more about Jeff Pomerantz, PSZJ Law and the American Bankruptcy Institute here, here and here.   Or you can find them here: Twitter: @Pachulski; @abiworld LinkedIn: Jeff Pomerantz, PSZJ Law, ABI     About Jeff Pomerantz   Mr. Pomerantz is a member of Pachulski Stang Ziehl & Jones LLP's management committee, a co-chair of the firm's creditors' committee practice, and is resident in the firm's Los Angeles office. Mr. Pomerantz is also the president of the American Bankruptcy Institute, the largest restructuring organization in the United States. His practice includes representing

The Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its "fiduciary rule," which has sent brokers and advisors scurrying to comply -- and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives. You can learn more about Equity Institutional and Alpha Segment here and here. Or you can find them here: LinkedIn- Jeff Kelley & John Drachman Twitter: @AlphaSegment   About Jeff Kelley Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where h

Fintech!  Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective. You can find out more about Albert Periu and Funding Circle here. Or you can find them here: Twitter: @FundingCircleUS LinkedIn: Albert Periu; Funding Circle Facebook YouTube   About Albert Periu Albert leads the Capital Markets team and is responsible for platform funding and the overall structuring, execution and distribution of Funding Circle’s offerings to institutional and accredited investors. He also serves as President of Funding Circle Securities, the affiliated broker-dealer of Funding Circle USA. Albert was most recently a Director at Telsey Advisory Group. Previously, he spent six years as a Vice President at FBR Capital Markets working with hedge funds, family offices and

In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically the intellectual property capabilities and strategies of business entities. Anyone sloshing through tech start-up fever swamps should harken. Jarczyk explains how he selects and analyzes IP data to get beyond company filings and management pronouncements, to say nothing of journalistic hype.   You can learn more about David Jarczyk and ktMINE here.   Or you can find them here: Twitter: @ktMINEglobal Google+ LinkedIn: David Jarczyk & ktMINE YouTube     About David Jarczyk   If Jarczyk’s bio tells you anything, it’s that he loves to uncover secrets. From his love of exploring caves, tunnels, and dark alleys, to his need to uncover company strategies, Jarczyk has always been motivated by finding something new. Jarczyk set out on a journey to identify companies’ innovation strategy. That undertaking turned him into an evangelist for corporate data transparency, getting him named one of the world’s leading intelle

In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner.  The first part of this interview aired previously and can be found here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms,

In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59   You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that expla

In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds.     You can learn more about Todd Ryden and FNEX here.   Or you can find them here: Twitter: @InvestFNEX & @FNEXTodd Facebook LinkedIn: FNEX & Todd Ryden YouTube     About Todd Ryden   Mr. Ryden is an experienced entrepreneur and manager, having founded and sold several enterprises. After practicing law, Mr. Ryden co-founded StarCom Broadband, a cable and high-speed data provider. StarCom was sold in 2001 to Comcast®. Mr. Ryden co-founded Cole Marketing, a bottled water brand-marketing group, acquired in 2006 by a New York based venture capital group. Mr. Ryden co-founded Caldera Development, a real estate development company that has participated in the development of over 430,000sf o

In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill.  That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.   Learn more about Jason Stevens and Sprott Global here.   Or you can find them here: LinkedIn Twitter: @js_sprottglobal     About Jason Stevens   Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on th

In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016,  to the extent that some platforms will switch from equity offerings to debt offerings.  David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated.  Come join David Drake's world.   Learn more about David Drake, The Soho Loft and LDJ Capital by visiting www.ldjcaptial.com and thesoholoft.com   You can also find him here:   Twitter: @TheSohoLoft LinkedIn   About David Drake   David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this

In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be.  Listen and learn about the benefits of taking a "lifetime perspective on your taxes."   You can learn more about Phil DeMuth here.   Or you can find him here: Twitter: @PhilDeMuth LinkedIn     About Phil DeMuth   Phil DeMuth is Managing Director at Conservative Wealth Management, LLC, where he enjoys working with high net worth clients and saving them from the depredations of the financial services industry.   Phil was valedictorian of his class at the University of California at Santa Barbara, then went on for his master’s in communication and a Ph.D. in clinical psychology. A psychologist and investment advisor, Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior and Psychology Today , and is the author of nine book

Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities.   You can find out more about Ethan Knight and the American Gap Association here.   Or you can find them here: Twitter: @americangap Facebook LinkedIn      About Ethan Knight   Ethan Knight has been working within the world of Gap Years since 1996, when he took his own Gap Year to India, Nepal and Tibet. Back in those days the only options to taking an official Gap Year was through the Center for Interim Programs, and that's exactly how he first heard about this strange thing called a Gap Year. After an inspired talk at his high school, he started a conversation with Interim Programs to discuss what would eventually turn

In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially.    You can find out more about Carrie and The Family Mediation Group here.   Or you can find her here: Twitter:  @mommyontherocks Facebook LinkedIn: Carrie Rosenbloom; The Family Mediation Group     About Carrie Rosenbloom   Carrie Rosenbloom is co-founder and partner in the Family Mediation Group, LLC, and co-founder and partner in CT Relational Therapy, LLC.  She has a background in the law and a deep interest in human relationships. Rosenbloom’s belief that the two fields are intertwined led her to develop both practice groups. She began her career as an Assistant State’s Attorney in Cook County, IL. primarily serving the narcotics bureau, Chicago’s busiest department. She went on to development work in the non-profit sector, raising money and developing programming for un

In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance.  No, wait!  Don't run!  There are coverages that can help businesses grow!  There are coverage choices that are meaningful at different stages of an enterprise's expansion.  For a lucid, nay pellucid explanation, Mr. Rossen's your man.   You can find out more about Daniel Rossen and CRC Insurance here.   Or you can find him here: LinkedIn: Daniel Rossen; CRC Insurance

How are those financial abs?  Are you financially fit?  Michelle Gershfeld of Get Financially Fit is your financial trainer, and our guest for Episode 78 of Financial Poise Radio.  Find out what Michelle means by the tenet "Pay yourself first!"  Learn how our attitudes need to be adjusted to improve our relationship with money.  And Michelle knows, in part from a career as counsel to chapter 7 bankruptcy trustees. Learn more about Michelle Gershfeld here. Or you can find her here: EmailLinkedIn   About Michelle Gershfeld Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law.  She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.  Gershfeld has been the firm’s managing partner since 2000.  She has represented bankruptcy trustees and clients in more than 20,000 cases.  As an Accredited Financial Counselor and Financi

In Episode 77, Chris Cahill speaks about hoards with World Numismatist and Cataloger Bruce Walker, of Stack's Bowers Galleries. From Lydia to the present, coins have delighted hoard-finders and collectors. Coins also constitute a tangible asset class with which one may balance the ol' portfolio. Find out more about Bruce Walker and Stack's Bowers here. Or you can find them here: Twitter: @StacksBowersFacebookLinkedIn InstagramGoogle+   About Bruce Walker Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger.  After collecting world gold coins by Friedberg catalog number since his mid-20s, his numismatic interests blossomed subsequent to purchasing a used copy of the Standard Catalog of World Coins a few years later.  After a number of years pursuing numismatics as an avocation while employed in the information technology field, Bruce began a gradual transformation toward a career as a professional num

In Episode 76, Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis.   You can learn more about Jonathan Friedland here and here.   Or you can find him here: FacebookLinkedIn Twitter: @lawyerfriedland   About Jonathan Friedland Jonathan Friedland is a partner with Sugar Felsenthal Grais & Hammer. Jonathan P. Friedland is well recognized as a lawyer’s lawyer.  Clients turn to Jonathan with their most challenging restructuring and business matters.  In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals.  In addition, he frequently serves as co-counsel to ot