Podcast Episodes

Private Equity Meets Retirement: What Investors Need to Know

In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool. 

Discl…

Published on 1 day, 7 hours ago

Rewiring the Lending Game: CapX, AI and the New Era of Private Markets

In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming…

Published on 2 months, 2 weeks ago

The Future of Private Equity, AI, and Company Culture

In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into com…

Published on 5 months, 1 week ago

From Pro Athlete to PE Pro: A Playbook for Success

In this episode of The Future of Private Equity Podcast, host Leah Berend interviews Craig Bunker, a former professional lacrosse player turned private equity leader at Tonka Bay Equity Partners. Wit…

Published on 7 months, 2 weeks ago

The Art of the Deal: Navigating Business Sales

In this episode, we sit down with Robert Rough from Telo’s Capital Advisors, a seasoned industry expert with over 30 years of experience and a track record of more than 100 successful transactions ac…

Published on 9 months ago

The Evolving Landscape of Private Equity

Welcome back to Part Two! In this episode, Leah continues her conversation with Bob Wegbreit, a seasoned TagNiFi professional and a former GF Data partner. With his background in print advertising an…

Published on 10 months, 1 week ago

Navigating the Financial Landscape

In this episode, Leah sits down with Bob Wegbreit, a seasoned expert currently at TagNiFi and a former owner/partner of GF Data. Bob brings a wealth of experience from his early career running a prin…

Published on 10 months, 3 weeks ago

Positioning for Success Part Two: How to Elevate Your Business

In this episode of The Future of Private Equity podcast, host Leah Berend sits down with Marnie Ochs Raleigh, owner of Evolve Systems. Drawing from her early experiences working in her family’s comme…

Published on 11 months, 3 weeks ago

Part One: Positioning for Success

Join host Leah Berend as she interviews Marnie Ochs Raleigh, CEO of Evolve Payments and Evolve Marketing. Marnie, who comes from a long line of entrepreneurs, brings a multi-faceted perspective to M&…

Published on 1 year ago

Part Two: Behind the Deal with Quazar

In today’s episode, we explore the intricacies of selling your business with Nicole, an expert in private equity. Discover the importance of a strong management team, the emotional aspects of selling…

Published on 1 year, 1 month ago