Private Equity Profits

Eilon Shalev is a recent MBA graduate from the MIT Sloan School of Management At Sloan, he co founded Blockchain Lab which was the first-ever, project-based MIT Blockchain class in cooperation with the Digital Currency Initiative (DCI) which is a part of the MIT Media Lab. He successfully completed the Entrepreneurship & Innovating Track. He is the Founder & CEO of Elphi, a company streamlining the mortgage lifecycle from origination to securitization.

Prior to MIT Sloan, Eilon served his country for 12.5 years, configurating, Adopting, and implementing cutting-edge enterprise software. He wrote a novel at the age of 23 and was the first-ever Israeli to crowdfund a project in Israel, financing the publishing of his book. Eilon has a BA in Economics from Ben-Gurion University

Listen to this informative Private Equity Profit episode with Eilon Shalev about Elphi and mortgages.

Here are some of the beneficial topics covered on this week’s show:

• How Elphi simplifies the mortgage process
• The use of artifical intelligence in mortgages

Connect with Eilon:

https://www.elphi.io

This week, the tables are turned, as Seth Greene interviews Cliff. Learn more about Cliff Locks and Investment Capital Growth.

Here are some of the beneficial topics covered on this week’s show:

• Understanding a company’s culture
• Build your relationships to scale your organization
• Listening and identifying a company’s needs

Listen to this informative Private Equity Profit episode with Alternative Investing.

Here are some of the beneficial topics covered on this week’s show:

• Looking at the market for alternative investing
• Risk and rewards associated with alternative investing
• Value and price in the market

Featuring:

Ben Carmona, Managing Partner at Perch Wealth.  Ben is an expert in real estate investments, structures, and strategies.

www.perchwealth.com

Joshua Ziegelbaum, Director of Investor Relations at Legacy Group.  Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. 

www.legacy-group.co/

Jerry Fetta, CEO and Founder of Wealth DynamX.  Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom.

https://wealthdynamx.com

Connect with Cliff:

Facebook https://www.facebook.com/BoardExecutive

Instagram https://www.instagram.com/cliff_locks/

Twitter https://twitter.com/clifflocks

LinkedIn https://www.linkedin.com/in/clifflocks/ 

Listen to this special Private Equity Profit episode with clips from Season One regarding families and wealth.

Here are some of the beneficial topics covered on this week’s show:

• Does more money really mean more problems?
• How do people gain and retain wealth to pass to future generations?
• How do I protect generational wealth?

Featuring: 

Andrew Busser, President of Family Office at Pitcairn.  Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes.

http://Pitcairn.com

Dr. Patrick Maurenbrecher, Managing Partner and CIO at Kontora Family Office.  Kontora Family Office provides services to families, single-family offices, and non-profit organizations in Germany

http://kontora.com

Sean Miller, Chief Investment Officer and Portfolio Manager for Miller Asset Solutions LLC.  Sean’s primary responsibility is research and implantation of investment ideas.

www.millerasset.com

Connect with Cliff:

Facebook https://www.facebook.com/BoardExecutive

Instagram https://www.instagram.com/cliff_locks/

Twitter https://twitter.com/clifflocks

LinkedIn https://www.linkedin.com/in/clifflocks/ 

Cliff Locks is the founder and president of Investment Capital Growth, a strategy, and operations management consulting firm that works with senior management and CEOs to drive the process from planning to implementation and obtaining bottom-line results. Cliff is a Certified – Professional Masters Independent Board of Director by the American College of Corporate Directors.

Here are some of the beneficial topics covered on this week’s show:

• M&A Hyper Accellerator program
• CK Locks Consulting

Connect with Cliff:

Facebook https://www.facebook.com/BoardExecutive

Instagram https://www.instagram.com/cliff_locks/

Twitter https://twitter.com/clifflocks

LinkedIn https://www.linkedin.com/in/clifflocks/ 

Listen to this special Private Equity Profit episode with Cliff Locks as he discusses an opportunity for portfolio companies to help ensure they will sell with a 1.5x average valuation increase. He introduces the M&A Hyper Accelerator Educational Program. The program is designed to help companies prepare for their exit and maximize their value.

Here are some of the beneficial topics covered on this week’s show:

• The importance of preparing portfolio company executives for a successful exit
• The value of the M&A Hyperaccelerator educational program
• The potential for a 1.5x average valuation increase for companies that go through the program

Connect with Cliff:

M&A Hyper Accelerator Educational Program https://www.startupcourse.com/

cliff@investmentcapitalgrowth.com

https://www.investmentcapitalgrowth.com/

(631) 338-2114

Facebook https://www.facebook.com/BoardExecutive

Instagram https://www.instagram.com/cliff_locks/

Twitter https://twitter.com/clifflocks

LinkedIn https://www.linkedin.com/in/clifflocks/

Bryan Ritchie, CEO of SIMBA Chain, has spent 30 years in the technology and software innovation industries, leading the company’s highly successful government contracting business unit.

Ritchie comes to SIMBA Chain from the IDEA Center at the University of Notre Dame, where he served as CEO and head of the Investment Committee for the Pit Road Fund. Prior to that, he ran commercialization and startups at the University of Utah and Michigan State University, helping launch more than 600 startups. He is a serial entrepreneur and startup venture de-risking expert.

Prior to being named CEO, Ritchie served as chairman of the SIMBA Chain board as well as a key adviser on the Series A fundraise, which generated tremendous excitement among Silicon Valley investors, including lead investor, Valley Capital Partners. Phil Koen has replaced Ritchie as chair of the SIMBA Chain board.

Listen to this compelling Private Equity Profit episode with Bryan Ritchie about simplifying the complex task of interfacing with web applications using different blockchains.

Here are some of the beneficial topics covered on this week’s show:

• The potential for blockchain technology to revolutionize the way we interact with web applications, eliminating the need for trusted intermediaries.
• The challenges associated with developing blockchain applications, including the need for specialized skillsets and knowledge of how to run a decentralized community.
• The vision for Simba Chain as a tool to help bridge the gap between Web 2.0 and Web 3.0 applications, simplifying the process for enterprises to adopt blockchain technology.

Connect with Bryan:

Website https://simbachain.com/

LinkedIn 

https://www.linkedin.com/in/bryan-ritchie-7161b72/

https://www.linkedin.com/company/simbachain/

Twitter https://twitter.com/SimbaChain

YouTube https://www.youtube.com/simbachain

GitHub https://github.com/SIMBAChain

Emmanuel Daniel is a global thought leader in the future of finance. He is an entrepreneur, writer, and listed as a top 10 global influencer in the “Fintech Power50” list for 2021 and 2022. Much of Emmanuel’s writing covers the future of finance, with a special focus on how cryptocurrencies, blockchain, gaming, and other technologies are opening the doors to new transactional opportunities. Emmanuel travels widely and has visited more than 100 countries and is working on his next book tentatively titled “The Winning Civilization.” As an entrepreneur, he was previously a member of the Entrepreneurs Organization (EO), a prestigious grouping of young business owners worldwide. Emmanuel was trained as a lawyer, has degrees from the National University of Singapore and the University of London, and attended a course on economics at Columbia University in New York. He travels widely and divides his time between Singapore, Beijing, and New York.

In a world of increasing financial power for the individual, Emmanuel Daniel unpacks what this means for the future of financial institutions and markets. 

In this episode, you will learn:

• How will the personalization of finance affect traditional financial institutions? 
• What role will new technologies play in the personalization of finance?
• How will the data that sits outside of traditional financial institutions become more important than the data that sits within them?

Connect with Emmanuel:

Website: https://www.emmanueldaniel.com/

Social Media:

Twitter – https://twitter.com/EmmanuelDaniel

Facebook – https://www.facebook.com/emmanueldanielasianbanker

Instagram – https://www.instagram.com/edanielmoments/

LinkedIn – https://www.linkedin.com/in/emmanuel-daniel-5764482/

YouTube – https://www.youtube.com/channel/UCAVolSuHiFGFnEbnLpuS5kg/videos

Book: “The Great Transition – Personalization of Finance Is Here”

Special Audience Giveaway: https://www.emmanueldaniel.com/the-great-transition/

Jerry Fetta is the CEO and Founder of Wealth DynamX. He is a published author, successful entrepreneur, investor, and nationally recognized financial expert featured in Forbes, Fox News, and New York Finance, earning endorsements and affiliations throughout his career with names like Grant Cardone, Dave Ramsey, and Pamela Yellen. Jerry’s purpose is to help create millions of financially solvent families who can achieve greater financial freedom and share the truth about money.Top of Form

Listen to this insightful Private Equity Profit episode with Jerry Fetta about sound investing strategies and financial education for your children best pave the way for generational wealth.

Here are some of the beneficial topics covered on this week’s show:

• The importance of basic financial literacy for everyone, starting at a young age
• Teaching your children how to manage and grow assets for generations
• Jerry’s 6 tenets of investing wisely
• Degrees of passive income- how much oversight is required of you?
• Opportunities to leverage your investments for optimal returns
• Are there recession proof assets? Tax advantageous assets?

Connect with Jerry:

Website https://wealthdynamx.com/

Facebook https://www.facebook.com/WealthDynamX/

Twitter https://twitter.com/JerryFetta

LinkedIn https://www.linkedin.com/in/jerry-fetta/

Instagram https://www.instagram.com/jerryfetta/

YouTube https://www.youtube.com/channel/UCsGCnD2cXDbNj53GH4y50zg?view_as=subscriber

Links Mentioned:

Weiss Bank Ratings https://weissratings.com/en/products/bank-ratings