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  • Investing in Affordable Housing

    Jan 11, 2024

    In this episode of Engaging Alternatives Spotlight we learn about the outlook for investing in affordable housing, including the greatest opportunities and challenges, how the firm is integrating ESG and DEI and more.     

  • Empowering Healthcare Organizations with Sage Intacct

    Feb 26, 2025

    Hear from industry experts, healthcare leaders, and Sage Intacct users who share their experiences and insights on how this powerful tool is revolutionizing the healthcare sector.

  • Outlook for Dealmaking Post-Tariffs

    May 14, 2025

    In this episode of EisnerAmper's Private Equity Dealbook, Ted Rosen of Akerman LLP discussed his forecast for dealmaking considering Trump's tariffs and provided insights on legal aspects and due diligence best practices for both buy-side and sell-side transactions.

  • Growth Equity Investing in Canadian Technology

    Nov 21, 2024

    Lisa Melchior, Founder & Managing Partner of Vertu Capital, the first woman in Canada to launch a private equity firm, shares her outlook for growth equity investing in Canadian technology businesses, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

  • Working With the Right Surety Agent to Build Your Bonding Capacity: Episode 1

    Jul 16, 2024

    In episode one of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about the history of bonding, the difference between surety bonds and insurance, the rights under a surety bond, and questions to ask when looking for a surety agent.

  • Overcoming Obstacles in Obtaining Bonding: Episode 2

    Aug 14, 2024

    In episode two of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about the importance of using treasury-listed sureties, why firms may need to switch sureties as they take on larger projects, and offer advice on overcoming obstacles in obtaining bonding.

  • How to Build Trust with Sureties and Increase Bonding Capacity by Restructuring Debt: Episode 3

    Sep 9, 2024

    In episode three of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about how you can increase your bonding capacity by restructuring debt, the importance of being conservative on projected profits, and how to build trust with your surety agent.

  • Equity Investing in High-Quality Growth Companies

    Jun 5, 2025

    In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman interviews Mark Vitelli, Senior Portfolio Manager at Compass Capital Management, about the firm's equity investment strategy, including opportunities, challenges, and ESG integration.

  • Construction Surety Trends & Market Outlook

    Oct 8, 2024

    In the last episode of this four-part podcast series, Don Hoffman, EisnerAmper Partner and National Construction Leader, speaks with Brian Whipple, National Surety Practice Leader at Risk Strategies, about trends in surety, the surety market outlook, and offer advice on what you can do if you’re involved in a construction claim or dispute.

  • Outlook for Activist Investing & Short Selling

    May 9, 2024

    Carson Block, Founder, Muddy Waters Capital, shares his outlook for activist investing and short selling, including the greatest opportunities and challenges. He also shares his outlook for ESG and more.

  • TechTalk: Measurabl’s Game-Changing ESG Platform for Sustainable Real Estate

    Feb 25, 2025

    Measurabl CEO Matt Ellis discusses with EisnerAmper's TechTalk host Janina Teoxon on how their ESG data platform helps real estate companies improve asset value, reduce costs, and achieve sustainability goals.

  • 'Tis the Season for Giving

    Dec 14, 2020

    Join Lisë Stewart, Natalie McVeigh and JoAnne Geylin as they discuss some techniques to engage your family in learning and developing philanthropy.

  • Internal Controls During COVID-19

    May 6, 2020

    COVID-19 has forced every organization to alter the way they do business. As our working models become more remote, every company needs to consider their internal controls over financial reporting (“ICFR”) and determine if changes are needed to adapt to this business environment.

  • Your Portfolio & Financial Plan

    Mar 5, 2020

    The final part in this series emphasizes the importance of actively managing risk within an individual’s financial plan.

  • A New Fixed Income Paradigm

    Mar 5, 2020

    The fifth part of this series discusses how the extended low interest rate environment has impacted the strategy for minimizing volatility while generating income.

  • Global Diversification – Past & Future

    Mar 5, 2020

    The fourth part takes a look back at the performance of international markets and diversification.

  • Current Market Cautions

    Mar 5, 2020

    The third part of this series discusses considerations when repositioning portfolios.

  • Diversification & Risk Reduction Strategies

    Mar 5, 2020

    The second segment covers how diversification and other risk reduction strategies can help reduce portfolio risk-volatility.

  • Investment Committee Overview & 2019 Highlights

    Mar 5, 2020

    The first segment of this series is an overview of the committee’s function and composition.

  • Key Issues for Successful Family Owned Businesses

    Oct 31, 2019

    Lisë Stewart shares critical insights into key concepts that can help keep family owned businesses going strong.