Financial Services Podcasts

Our Financial Services podcasts cover a wide range of subjects including the outlook for venture capital, FinTech and artificial intelligence. Our Financial Services Group helps financial companies meet their ongoing tax, audit and compliance challenges.

Podcast June 02, 2021 U.S. Lower Middle Market Investing

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman speaks with Brett Hickey of Star Mountain Capital who shares his views on the U.S. lower middle market, and the various opportunities he sees in making direct investments.

Podcast May 18, 2021 Distressed Credit and Special Situations Opportunities

In this episode, Cindy Chen Delano of Invictus Global Management shares her non-traditional path into money management, her outlook on alternative investments with respect to distressed credit and special situations, her experience being a woman mone…

Podcast April 29, 2021 What the Coinbase IPO Means for Cryptocurrencies

Alan Wink, Managing Director of EisnerAmper’s Capital Markets, discusses the groundbreaking Coinbase public offering. He covers valuation, volatility and institutional investors. Alan also gives us a peak at his Q1 2021 venture capital report.

Podcast April 07, 2021 Multi-Strategy Hedge Fund and Opportunistic Credit Investing

Elana Margulies-Snyderman speaks with Tracy McHale Stuart, Managing Partner and Chief Executive Officer of Corbin Capital Partners. She shares her views on alternative investments, how the firm has incorporated ESG into its principles, her experience…

Podcast March 03, 2021 Investing in Diverse and Emerging Managers

Elana Margulies-Snyderman speaks with Kelly Chesney, Co-Founder of Pluscios Management. She shares her views on alternative investments, how she got into money management, how her firm has been a pioneer in investing in diverse and emerging managers,…

Podcast February 09, 2021 Private Equity Investing in Media and Entertainment

In this episode of we speak with Vania Schlogel about her views on private equity, the specific opportunities she sees, why she opened an office in South Korea, her experience being a woman in the industry and more.

Podcast February 04, 2021 Q4 VC Investment Caps-Off Some Surprises

In this episode Alan Wink looks at the pleasantly surprising VC numbers for 2020 and what's on his radar for 2021.

Podcast December 14, 2020 Latino Money Manager Empowers Young Hispanics to Foray Into Money Management

Lorenzo Esparza discusses his views on alternative investments, how he got into money management, what is he doing to champion more young Hispanics to go into investing careers.

Podcast October 27, 2020 Raising Capital When Everyone Is Scared: A Conversation with Garry Jensen

As we continue to explore the capital raising environment for funds in a virtual context against a backdrop of economic uncertainty, we turn to Garry Jensen, Managing Partner of Jensen Capital Partners, to get his insights.