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 May 17, 2022 Private Debt Investing

 Brett Hickey, Founder & CEO of Star Mountain Capital discusses his outlook for debt investing including the greatest opportunities and challenges and his due diligence process.

Podcast May 16, 2022 Interval Funds

Kim Flynn, Alternative Investments, XA Investments, shares her views on interval funds including the greatest opportunities and challenges, how the firm integrates ESG, the challenges of making private investments more accessible for every investor a…

Podcast April 04, 2022 Systematic Global Macro Investing

A discussion on the outlook for systematic global macro investing, including the greatest opportunities and challenges, yield investing, ESG and thoughts on the SEC’s push for enhanced transparency.

Podcast March 31, 2022 80/20 Rule for Investing

A discussion on the 80/20 rule and how it applies to investing, the SEC’s approach to 100% disclosure, DEI and more.

Podcast March 07, 2022 Water Investing

EisnerAmper speaks with Matt Diserio, President of Water Asset Management, a New York City and San Francisco-based investment manager deemed one of the first water industry investors investing exclusively in companies and assets that ensure water qua…

Podcast February 16, 2022 ESG Real Estate Loans

A discussion with Chris Callahan, President & CEO of X-Caliber Capital about his views on investing in ESG-focused real estate loans, including the greatest opportunities and challenges in the space, what the firm is doing to champion DEI and more.

Podcast February 15, 2022 A Record Year for Venture Capital

Managing Director of EisnerAmper’s Capital Markets Alan Wink talks about a record year for venture capital activity, puts a bow on Q4, and gives us his thoughts on what we can expect from VC investment in 2022.

Podcast February 07, 2022 Private Equity Dealmaking in the Manufacturing & Distribution Industry

A discussion on the outlook for dealmaking in manufacturing businesses in North America, including which industries in the sector are poised for strong deal activity, which sectors will face challenges, his due diligence process for buying companies,…

Podcast December 06, 2021 Should We Sell?

Tim Schuster is joined by Lise Stewart and Alan Wink discussing the current red-hot buyers’ market. A question most business owners might be thinking is, should we sell? Lise and Alan talk about this question in detail in this episode of The Bottom L…