EisnerAmper Podcast

EisnerAmper Podcast

EisnerAmper podcasts are a great way for busy, on-the-go professionals to learn the ins and outs of timely business topics that matter: new tax regulations, cybersecurity, wealth management, capital investment and more. At home or at work, or during the commute or working out, EisnerAmper podcasts help you get down to business.

Episodes

June 10, 2025 17 mins

Keshia Theobald-van Gent, Vice President of BDev Ventures, joins EisnerAmper's TechTalk host Fritz Spencer to explore the strategic role of venture capital in shaping the future of startups. Her investment firm, BDev Ventures, focuses on fast-growing B2B software companies in the U.S. and LATAM, from Seed to Series B. In this episode, discover how the firm drives success beyond capital injection by using its proprietary lead-genera...

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In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Vitelli, Senior Portfolio Manager, Compass Capital Management, a Minnesota-based asset manager that focuses on equity investing in high-quality growing companies. Mark shares his outlook for the firm's investment strategy, including the greatest opportunities, challenges, how the firm in...

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nathaniel Rogoff, Co-Founder, Hall Street Ventures, a venture capital fund that invests in high-growth food and beverage companies leveraging the relationships the firm built through Hall Street’s 3PL business, a 100+ year old cold storage and logistics hub in Brooklyn.  Nathaniel shares ...

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Kathy Chiu, Co-Founder and General Managing Partner of DeepWork Capital, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how her early-stage venture capital firm is transforming underserved regions by investing in high-potential technology and life sciences startups. In this episode, Kathy shares her fascinating career journey through venture capital, engineering, and consulting. Tune in to learn more about DeepWork’s co...

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In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lichter, Managing Partner, Causeway Equity Partners, a Florida-based niche investment manager that invests in seasoned primaries. Richard shares his outlook for investing in seasoned primaries, including the greatest opportunities, challenges and more.

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Francis, Chairman and CEO of Paradigm Asset Management, a pioneer in data-driven equity investing. James shares his outlook for data-driven equity investing, including the greatest opportunities, challenges and more. 

   
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In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ted Rosen, Partner, M&A and Private Equity, Akerman LLP. Ted shares his outlook for dealmaking for the remainder of this year amid Trump’s tariffs. In addition, he discusses best practices for companies contemplating both buy-side and sell-side transactions, including legal considerations, trends...

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Wendy Li, Co-Founder and Chief Investment Officer, Ivy Invest, an endowment-style interval fund comprised of alternative and traditional investments, which is available to everyone. Wendy shares her outlook for endowment-style investing, including the greatest opportunities and challenges, her...

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Shana Ostrovitz, Executive Director of 1909, talks with EisnerAmper's TechTalk host Fritz Spencer about her nonprofit organization and members-only community’s dedication to the sustainable growth and success of early-stage entrepreneurs, creatives, small business owners, and innovators in Palm Beach County, FL. In this episode, learn about the invaluable resources 1909 offers its members, including affordable workspace, business e...

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Artemiza Woodgate, CIO & Founding Partner, Integrated Quantitative Investments. Artemiza shares her outlook for quantitative equities investing in global and emerging markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in ...

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Jake Lesnik, Co-Founder and CEO of DM Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his gene therapy company developed a novel, non-viral platform designed to improve the efficacy, safety, and accessibility of gene therapies for inherited diseases. In this episode, discover how its non-viral Dark Matter DNA™ technology overcomes the limitations of viral vector-based gene therapies by providing long-la...

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April 24, 2025 12 mins

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Parker Quillen, CEO & CIO, Contrarian Alpha Management, which manages a short-leaning concentrated equity strategy. Parker shares his outlook for short-leaning concentrated equity investing, including the greatest opportunities, challenges and more.

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Joley Michaelson, Founder and CEO of The Sun Company, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how her holistic energy company is developing and supplying renewable energy solutions for infrastructure across industrial, commercial, and residential sectors. In this episode, learn about The Sun Company’s innovative offerings including state-of-the-art battery technology, digital twin software for optimal energy syst...

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April 17, 2025 8 mins

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Rosenblum, Managing Partner & Portfolio Manager, RS Low Beta Opportunity Fund and RS Crypto Income Fund. David shares his outlook for options trading including the greatest opportunities and challenges, and more.

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In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cameron Wood, Director, Northborne Partners, a Minneapolis-based middle market investment banking firm with a specialty in advising on complex sell-side transactions.  Cameron shares his outlook for dealmaking for the remainder of this year. In addition, he  discusses best practices for companies con...

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bob Robotti, Founder & CIO of Robotti & Co. and Theo van der Meer, Senior Associate-Asset Management at Robotti & Co. They share their outlook for value investing including the greatest opportunities, challenges and more. They also share their outlook on asset allocation and what i...

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April 3, 2025 8 mins

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jason Torres, Managing Partner, Sana Capital, a health care venture capital firm which invests in overlooked founders. Jason shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG and more.

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In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sal Naro, Chief Investment Officer, Coherence Credit Strategies. Sal shares his outlook for investing in credit, including the greatest opportunities and challenges. He also shares his outlook for the Department of Government Efficiency (DOGE) and more. 

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Kevin Burgoyne, President & CEO of the Florida Venture Forum, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his support and networking organization creates valuable opportunities for founders and startups seeking capital and services to grow and scale. In this episode, discover how the organization’s dynamic in-person and virtual events, major conferences, and meet-ups foster connections between founders and ke...

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Join host Tony Davis as he sits down with Cody Loup, an expert in internal audit and control services, to explore their critical role in healthcare organizations. In this episode, Tony and Cody delve into how these services can enhance operational efficiency, improve compliance, and ultimately improve patient care. Whether you're a healthcare professional, administrator, or simply interested in the inner workings of healthcare syst...

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