investing Archives - Page 2 of 2

Diane Lasek with ListenUp, David Washington with Kiplan Real Estate and Pat Tuley with Porter Keadle Moore

July 23, 2019 by angishields

Atlanta Business Radio

Diane Lasek with ListenUp, David Washington with Kiplan Real Estate and Pat Tuley with Porter Keadle Moore

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Diane Lasek is SVP at ListenUp Audio. She promotes the audio production and distribution services that ListenUp offers.

For most of her career, Diane has been involved in content creation, marketing, sales and distribution. Since 2014, she’s been busy building business partnerships for ListenUp. Visit our websites at www.lu.audio, www.listenupindie.pub, www.listenupaudiobooks.com

Follow ListenUp on Instagram, Twitter and Facebook.

David A. Washington is the owner of Kiplan Real Estate Consultants and Advisors, LLC., whose mission is to list, creatively market, and sell residential and commercial properties, while maintaining the highest level of professional confidence from the community.

A uniquely skilled qualifying broker and realtor, David has extensive background and distinctive expertise in addressing and resolving stressful issues surrounding real estate, including creative negotiations in residential and commercial properties. These include foreclosures, short sales, modifications, REO, financing, sales and property management.

David has been successfully serving the Atlanta community through real estate transactions for more than 30 years, assisting homeowners with creative solutions to obtaining the real estate of their dreams.

In addition, he has served the community for over 25 years with foreclosure defense, modifications and short sales and is an invaluable asset in the mediation process in various Georgia court systems. He received his real estate education from the Georgia Institute of Real Estate, the GA MLS Training Institute, Coldwell Banker Advantage School of Real Estate, FMLS Institute of Real Estate, Capstone Institute of Mortgage Finance, Century 21 Real Estate School and NCI Builders School.

He is certified in a number of real estate arenas, including being a Certified Distressed Property Expert (CDPE); Short Sales and Foreclosure Resource Certified (SFR); Brokers Price Opinion Resource Certified (BPOR); Certified Investor Agent Specialist (CIAS) and a Seller Representative Specialist. He is a member of the Atlanta Board of Realtors, the Georgia Association of Realtors and the National Association of Realtors.

Follow Kiplan on LinkedIn, Facebook and Twitter.

Pat Tuley has over 30 years of experience in public accounting. He has led PKM’s tax practice since 2003. Prior to that, Pat was a partner with KPMG. His experience includes leadership positions in both the Federal Tax Practice, and the State and Local Tax Practice. He has worked with clients ranging from individuals and start-up businesses to international Fortune 50 companies in the federal, state and local tax compliance arenas.

Pat leads PKM’s industry efforts in the Craft Beverage space and has successfully branded himself over the past several years as the ThirstyCPA. Currently the firm services more craft breweries than any other accounting firm in the state and hopes to expand our presence across the Southeast.

Connect with PKM on LinkedIn, Facebook and Twitter.

Women in Business – Session 5

May 25, 2016 by angishields

Chattanooga Business Radio

Women in Business - Session 5

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Mary Sedrick // BrightBridge Inc.

Mary Sedrick is the Director of the Women’s Business Center at BrightBridge Inc. Her experience lies in years of problem solving which stems from her engineering education. She also possesses a results-oriented customer caring background. Mary offers management consulting services and training sessions and events free of charge for women to not only learn about business but to make those vital connections through networking.

If you would like to contact Mary, call 423-648-9253 or email msedrick@BrightBridgeInc.org

Jacqueline Merritt // U.S. Small Business Administration

Jacqueline Merritt is an Economic Development Specialist in the U.S. Small Business Administration. Jacqueline runs workshops, such as the WE (Women Entrepreneurs) symposium, offers formal certification application information and help, provides loans, and even personal counseling with clients at times. She promotes that “the best marketing is quality service and quality products.”

If you would like to contact Jacqueline, call 615-736-7465 or email Jacqueline.merritt@sba.gov

Text Request ft. Alex Lavidge

April 29, 2016 by angishields

Chattanooga Business Radio

Text Request ft. Alex Lavidge

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James Dawson ft. Alex Lavidge// Text Request

What is the single biggest pitfall entrepreneurs run into in the startup world?

Chattanooga entrepreneur, investor, and marketing consultant Alex Lavidge joins James Dawson to discuss the importance of Market Research in the beginning stages of business development. They discuss not only the types of research, but also the tools available and things needed to get started!

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

June 17, 2015 by Mike

On the Money

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

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Host Joe Moss takes you inside the world of community banking with special guest Chris Marianac of FIG Partners.

Chris Marinac/FIG Partners

FIG Partners is an employee-owned broker/dealer specializing in financial institutions. Their expertise includes independent research on nearly 120 public bank stocks and the industry at large, completion of over 100 transactions to raise new capital and provide strategic advice, and OTC market-making for 800+ banks nationwide. FIG Partners has strong capabilities in their four key disciplines: Equity Research, Investment Banking, Equity Sales & Trading, and Fixed Income

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“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Pitch The Crowd

May 19, 2015 by angishields

Midtown Business Radio

Pitch The Crowd

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Pitch The Crowd

I met JR McNair a few months ago when I was just getting started here with the Midtown studio. He is an Atlanta native and hometown sports star that now resides in South Fulton County.

While in College J.R. started a business development company that since its inception has helped over 3,000 small business owners. J.R. is an avid learner and prides himself on mastering a new business skill every 12 months. J.R. has helped incorporate almost 1,000 entities and as such is an expert in the field of corporate formations. J.R. McNair started his first business at the age of 10 years old and has personally started, branded, invested or sold over 30 businesses since that time.

He came by to talk about his newest effort—Pitch The Crowd, a show he recently launched on cable TV here in Atlanta. The show, which currently will air a new episode quarterly, is similar to the popular Shark Tank. With Pitch The Crowd, the goal is to pitch your business or not-for-profit to the crowd funding space.

He brought along several guests who had appeared on the show’s first episode. Emmenette Mason oversees a non-profit organization focused on giving Atlanta young people and adults education on entrepreneurship through a series of weekly workshops in the summer in addition to other educational offerings. IXOYE Global Entrepreneurship Network, or IXGEN for short, has already seen success, with numerous young people who have gone through the program coming back to talk about how they have successfully launched their own small businesses based on what they learned from IXGEN.

IXOYE Global Entrepreneurship Network (IXGEN), is a Georgia nonprofit organization created to provide business support services to assist in creating, strengthening and expanding grassroots micro and small enterprises, and guiding them toward national and international levels of entrepreneurship. IXGEN’s mission is to facilitate access to resources, provide information, technical assistance, training, counseling and other support services, to micro and small entrepreneurs to enable them to promote, strengthen and grow their businesses. IXGEN is committed to ‘promoting a global perspective for micro entrepreneurs in the USA and in Africa.

IXGEN passionately advocates (non-politically), the need for entrepreneurial education as an integral part of the middle and high school curricula throughout the USA and Africa. In this regard, IXGEN has initiated a youth empowerment program (iYEP), for youth in middle and high schools, as well as for young adults. The Youth Empowerment Program (iYEP), is an annual Entrepreneurship, Leadership, & Life Skills Training that provides opportunities for the young people to develop the competencies they need to become successful individuals, and potential business owners.

IXGEN has developed strategic collaborations/partnerships with individual entrepreneurs, philanthropists, development practitioners, governmental and non-governmental agencies, and faith-based organizations that are engaged in economic and community development.

Deontae Trundle came by to talk about Indie Film Loop. The Indie Film Loop is a three-day Film Conference and Creative Showcase that starts on Friday, August 7th, 2015 and ends on Sunday, August 9th. It is projected to be the Southeast regionʼs premiere marketplace for Independent talents within the film & media industries. Attendees will have the opportunity to discover new creative talents within the industry by seeing the showcased participants engaged in intense film related competitions and more. Participants will also be able to gain valuable knowledge from industry leading professionals through thought provoking panel discussions and keynotes, interactive workshops and collaborative opportunities making The Indie Film Loop a vibrant avenue for career development. Emerging professionals of today will be able to earn the right to become the industry elites of tomorrow!

Mark Cano was a Pitch The Crowd participant who is looking for crowd funding to support his efforts to launch a state-of-the-art cosmetology school in the Atlanta area. Having been exposed to the industry of cosmetology education with his wife while living in Florida. Mark’s wife, who has many years of experience in cosmetology was invited to help build a new school in their community and they became intrigued by the possibilities.

Mark has leveraged his background in investment banking, his wife’s experience, and their work as owners of the MedSpa in Johns Creek to develop a passion to build a cosmetology school the he hopes will be the go-to option for the region.

Special Guests:

JR McNair, Business Service Pros, Pitch The Crowd

Founder, Business Service Pros
Launched his first business, age 10

Emmenette Mason, IXOYE Global Entrepreneurship Network

MBA, Entrepreneurship Development, University of Akron
Founder, Youth Empowerment Program
Member, National Association of Professional Women
Counselor, SCORE (Business counseling of SBA, Georgia Chapter)

Deontae Trundle, Managing Partner, Indie Film Loop

AA, Applied Business with focus in Graphic Design, Coyehoga Community College
Produced “Mr. Amazing”, 2009 Atlanta Film project Competition in Atlanta, Winning 5 “Best Of” Awards
Previous Creative Director, Upris Corp
Creative Director/Founder, Creative Synergy Design, LLC

Motif Investing

March 17, 2015 by angishields

Midtown Business Radio

Motif Investing

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Motif Investing

This week I caught up with Peter Andes, VP of Research for Motif Investing. They’re an online investment platform that gives its clients the ability to invest in “motifs” built around particular themes or company types. Each motif consists of up to 30 unique company stocks and the investor has the ability to tailor the breakdown of percentage of funds that gets put into a given stock in the motif. In this way, Motif Investments clients get to achieve investment diversity as well as having a high level of control over the stocks in a given motif.

Here’s a link to an overview of Motif Investing.

Motif Investing’s experts have created numerous motifs, based upon market research and trends, that have potential for positive return when investors select that particular group. Should the investor wish to swap out companies or create a motif from scratch based on their own knowledge of market trends/data they have that ability. And trades are inexpensive, with investing in a given motif costing only $9.95 with a minimum starting investment of $250. For users to swap out companies in existing motifs it’s only $4.95 per company to do so.

Another benefit of this investment platform is that investors are actually holders of the respective stocks in these companies, not just investors in a fund that holds the stocks. That means that the investor can transfer their shares to a traditional investment agency should they choose to do so. Motif Investing doesn’t provide investment advice–it’s up to the investor to educate themselves on the stocks/market sectors they want to invest in. But their innovative approach to online investing makes participating in the stock market attainable for pretty much everyone who wants to do so. Check it out!

Special Guest:

Peter Andes, Director of Investment Products & Analytics, Motif Investing

BSc Computer Science, University of British Columbia
Chartered Financial Analyst, CFA Institute
Former Software Engineer, Google
Previous Associate, Equity Fundamental Strategies, Goldman Sachs

Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView

February 25, 2015 by Mike

Silver Lining in the Cloud

Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView

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Michael McFarland, Rudi Herbst, Juergen Gentzke, Dom Rainey

Juergen Gentzke & Rudi Herbst/German American Cultural Foundation (GACF)

Based in Atlanta, the German American Cultural Foundation (GACF) is a non-profit organization established in 2008 by Bernd Auer, Rudi Herbst, Martin Richenhagen, Thomas Gebhard, Teri A. Simmons and Peter Schwarzenbauer.

In 2014, the GACF added 5 new members to the board of directors, and gained corporate sponsorship from Siemens, AGCO, and Porsche, among others. They have partnered with Goethe Zentrum and the German School of Atlanta, and sponsored events such as the Max Raabe concert and the German Bierfest in Atlanta. They hope to further add to the rich cultural landscape of the Atlanta area, and strengthen ties between Germany and the United States.

Michael McFarland/GrandView

GrandView is a team of specialists that work collaboratively to bring clarity to the financial issues and concerns facing business owners. Their holistic approach to addressing financial challenges helps assure that strategic options are considered in context and plans are executed seamlessly. The fact that GrandView’s services encompass a range of financial disciplines means the client benefits from a more efficient process, spending less time in meetings, on the phone, and otherwise managing their business affairs.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.