Private Equity Profits

Ep 011 Marcus Magarian “Data Driven Investing”

Marcus Magareein  isManaging Director at Chatsworth Securities, LLC.  

Marcus brings more than expertise in technology and data analysis experience to the investment banking industry. Marcus works with multinational corporations in origination and placing capital for private equity, feeder funds, and private placements, between the US, EU & Latin America for Real Estate, Energy, Oil and Gas, Infrastructure, and Corporate interests.

Listen To This Interview as Cliff and Marcus discuss:

• How data analysis of customer behavior in e-commerce drives investment advice.

• Examples of what data points to consider in pricing derivatives.

• Trends in the e-commerce space that affect your investment strategy.

• How COVID-19 has impacted the investor/advisor relationship dynamic with new clients.

• How data analysis works in determining risk or predicting ROI.

and more.

email: mmagarian@chatsworthgroup.com

phone: (203) 340-2827 Ext 122

In this episode Cliff and Martin Saenz – discuss Managing Risk In The Secondary Mortgage Market.

Martin Saenz is Managing Partner at BeQuest Funds, and a best-selling author.

Martin brings, social good, into smart investing. Renowned as a thought leader, in the mortgage note investment industry, throughout an extensive and accomplished career, Martin has demonstrated a proven ability to grow asset values, income, and knowledge not just for his company, but for his investors, borrows, proteges, and readers as well.

Listen to Cliff and martin talk about:

• Note investing,

• The risks of note investing.

• Martin’s process of finding or identifying investment opportunities..

• The percentage of risk that is imposed by foreclosure.

• What happens if, the economy turns down.

•.Running startups in this sector.

and more.

Bequest Asset Management 2024

martin@bqfunds.com

Dr. Patrick Maurenbrecher is the Managing Partner and CIO at Kontora Family Office.

Kontora Family Office is a multi-family office based in Hamburg, Germany. Established in 2006, the firm provides services to families, single-family offices, and non-profit organizations such as foundations, associations, and religious institutions, especially as an organized institution assets in Germany. Following the American Family Office business model and operating fully independently.

In this interview, Dr Maurenbrecher and Cliff discuss:

• What distinguishes Kontora from other advisory services in the space.

• Kontora’s approach to investing.

• What Dr Maurenbrecher means by “thinking and working in modular units”, and the benefit of that approach to his clients?

• How to identify the most objectively, suitable financial and service partners, for your clients.

• The main differences in the private equity markets in Asia, America, and Europe..

• Identifying risk factors that can lead to permanent impairment of capital.

• How to achieve transparent planning, analysis, and implementation without conflicts of interest.

• The key benefits of illiquid assets?

• The factors that determine or effect an asset’s liquidity or illiquidity.

• How Illiquidity Reflected in in Expected Returns.

• Legacy

and more.

contact Dr Marenbrecher:

email: patrick.maurenbrecher@kontora.com

website: http://kontora.com

Jennifer Katrulya is CPA, CITP, CGMA partner at Citrin Cooperman.

Jennifer has been recognized as one of the “Top 100 Most Influential People” by Accounting Today, and one of the “Top 25 Most Powerful Women in Accounting” by CPA Practice Advisor.

She is responsible for developing strategic and channel relationships for the firm, in addition to contributing her expertise as part of Citrin Cooperman’s rapidly growing business process outsourcing division.

In addition to her 25 years of experience working with small-to mid-sized clients across the United States and internationally, Jennifer has worked extensively with private equity and venture capital firms, family offices, financial service firms, commercial and residential real estate companies, and high-growth technology companies, to connect private and institutional investors with private deals and opportunities to collaborate.

These companies retain Jennifer to help them establish best practices across the company and to provide ongoing services as part of their sales and marketing, operations, accounting, and technology leadership teams, both in their companies as well as in the companies they invest in. She is frequently asked to help form and run company advisory boards, facilitate company retreats, and appear as a speaker.

Prior to joining Citrin Cooperman, Jennifer was a practice leader at a top Midwest CPA firm, and she was the co-founder of Block Small Business, a wholly owned subsidiary of H&R Block. Jennifer was also the owner of a highly successful CPA firm that provided accounting and advisory services to clients within the U.S. and internationally.

Citrin Cooperman’s Business Advisory Solutions Approach ensures our professionals primary focus stays where it counts – on building long-term client relationship. Our specialized team provides integrated general business consulting, accounting, and tax services to our clients. Rooted in our core values right from the start in 1979, our mission is to provide a comprehensive business approach to traditional services and proactive business throughout the lifecycle of our clients. When you are free to focus on what counts, business thrives.

Listen to this interview as Jennifer and Seth discuss:

• *What it means to be a virtual CFO.
• The most common problems that Jennifer helps business solve.
• Defining and recognizing “efficiency leaks”.
• Some of biggest mistakes companies make when thinking about an eventual sale.
• How the management of teams and our workforce affect sales and marketing strategy..
• The future of business process outsourcing.

and more.

Contact info:

https://www.citrincooperman.com/

https://www.citrincooperman.com/events

John M. Jennings is President and Chief Strategist of The St. Louis Trust Company. In these roles, he leads the client service practice and is responsible for developing and implementing strategic initiatives. John is a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Investment, Risk Management and Trust Committees. John works closely with client families, advising them in all areas of wealth management.

Prior to joining The St. Louis Trust Company as a founding principal, John gained varied professional experience in investments, tax, estate planning and trusts in the Private Client Service group at Arthur Andersen LLP and in the Estate Planning and Tax practices at the St. Louis-based law firm, Armstrong Teasdale LLP. John earned both his Bachelor of Science in Finance and Banking (cum laude) and JD degrees from the University of Missouri. A past St. Louis Business Journal “40 under 40” honoree, John is a frequent speaker on investment, trust and various other family office topics.

Personally, John is married, the father of two teenage daughters and an avid reader, skier, music lover and is vegan. He serves on the Boards of Logos School and the St. Louis Community Foundation, where he chairs its investment committee. He is also a trustee of The Saint Louis Symphony Orchestra Endowment Trust. He is an instructor at the Olin Business School at Washington University in St. Louis.

Daily he produces an “interesting fact of the day” which can be found at http://www.theifod.com. Additionally, John is a Forbes contributor writing about wealth management topics.

https://www.stlouistrust.com/author/jjennings/

Andrew Busser President of Family Office at Pitcairn

For almost a century, Pitcairn has partnered with some of the world’s wealthiest families to meet their needs and drive better outcomes year to year, decade to decade generation to generation.As President of Family Office, Andy Busser leads Pitcairn’s exceptional team of relationship managers, analysts, and client communications professionals, ensuring that the Pitcairn client experience sets the standard for families of wealth. People who know Andy describe him as curious and enthusiastic, with a passion for solving complex problems.

Andy brings a commitment to objective analysis and holistic solutions to the Leadership Team, and he is known for building successful relationships with clients and employees. Throughout his Pitcairn career, Andy has spearheaded the development of the Pitcairn Experience. He continues to position Pitcairn as a leading innovator among family offices.

Before joining Pitcairn in 2015, Andy was a partner at Symphony Capital, a healthcare-focused investment manager of private equity and hedge funds. Previously, he was a management consultant at The Wilkerson Group and its successor, Wilkerson Partners.

Andy holds an AB in History from Colgate University. He has served on multiple boards, including the Colgate University Alumni Corporation and Lincoln Center Education, and Andy is currently a trustee of the National Committee on American Foreign Policy.

Creative by nature, Andy enjoys painting, in particular, landscapes. He is an avid reader and can usually be seen traveling with a book on history or economics. Originally from Columbus, Ohio, suburban Philadelphia is now home for Andy, his wife, and two sons. Whenever possible, he can be found skiing in the Rockies or fishing the waters off Cape Cod.

Listen to this informative Private Equity Profits episode with Andrew Busser about maintaining and protecting generational wealth.

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

• Providing a comprehensive service experience across all the dimensions of family wealth.
• What it means to truly be an advocate for clients.
• The one thing that can destroy generational wealth.
• The importance of understanding family dynamics.
• Pitcairn’s Gen 7 research hub.
• Communication in teaching generations what it means to be responsible with money.

Connect with Andrew:

Website: http://pitcairn.com

Larry Kaplan, Managing Director at CSG Partners, LLC. 

Larry has built the nation’s leading leveraged employee stock ownership plan (ESOP) practice. His expertise in capital structure and ESOP optimization has led to hundreds of successful liquidity transactions and numerous accolades from industry organizations. He is also the owner of Synergy Capital I, LLC, a broker-dealer that provides corporate finance, liquidity and M&A solutions for private companies. 

Listen to this informative Private Equity Profits episode with Larry Kaplan about identifying risk factors that can lead to permanent impairment of capital.

• Here are some of the beneficial topics covered on this week’s show:
• Does ESOP give shareholders more after tax value more than private equity?
• How to determine whether it’s worth exploring an ESOP transaction.
• Analytics and data that drive the ESOPs recommendations.
• Employee stock ownership plans and how they are funded. 
• Operating as industry agnostics.
• Firm philosophy and culture.

Connect with Larry

Email: info@csgpartners.com

website: https://www.csgpartners.com

phone: 212 433 5500

– The Private Equity Profits podcast with Cliff Locks Episode 015 Paul Perez

Paul Perez, senior advisor and shareholder at Delegate Advisors

Paul brings more than 30 years of experience in wealth management industry working directly with clients’ families and has tremendous management expertise is the CEO and CIO, of both single and multifamily offices.

Listen to this informative Private Equity Profits episode with Paul Perez about Leveraging Patient but Flexible Capital

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

• Paul’s unique investment process and strategy.
• The percentage of time split between portfolio company analysis/operations and evaluation of new investment opportunities.
• The meaning of “patient but flexible capital”. 
• Identifying risk factors that can lead to permanent impairment of capital?
• Achieving the holistic approach to wealth creation and management without the burden of sales pressure and conflicts of interest.
• How some of the best returns are often the result of independent thinking or conversations we have with clients.
• The process of not relying on historical data and trends and building individual models. 

Connect with Paul

Email: paul@perezam.com

The Private Equity Profits podcast with Seth Greene Episode 004 Rudy Burger

Rudy Burger Founder of Woodside Capital Partners

Rudy Burger has worked with computer vision, digital imaging and embedded camera technologies as a founder, operating executive and advisor. He has developed both a deep technical expertise and an awareness of market opportunity dynamics in these sectors that he leverages to guide his clients towards strategic successes. He currently focuses on AV/ADAS, mobile, health tech and IoT applications of vision/imaging technology and has written several industry research reports to profile the leading and emerging technologies and outline the market landscape.

Rudy is the Founder of Woodside Capital Partners and works with growth stage technology companies to execute local and cross-border M&A transactions and private placements. Prior to founding WCP, he was the founding CEO of the MIT Media Lab Europe – a joint venture between MIT and the Irish government. His professional experience also includes executive roles at NEC, Visioneer and Xerox. Rudy has also started five imaging companies. 

Rudy holds degrees from Yale (BSc and MSc in EE) and Cambridge (PhD in Digital Imaging).

Listen to this informative Private Equity Profits episode with Rudy Burger about Investment Banking.

• Rudy’s unusual path into investment banking.
• How Woodside uses sub sector special specialization to its’ advantage.
• Ho re strategizing save a deal to sell a company to Microsoft.
• The importance of team building
• The value of communications/speaking and published reports.
• The best advice that Rudy has gotten.
• The Value of diversity in your team.

Connect with Rudy Burger

Email:  rudy@woodsidecap.com

Website: https://woodsidecap.com/

– The Private Equity Profits podcast with Seth Greene Episode 003 Beatrice Mitchell

Beatrice Mitchell of Sperry Mitchell and company founded back in 1986. Today one of the oldest and most active independent m&a advisory firms in the United States.

Beatrice is a Co-Founder and Managing Director of Sperry, Mitchell & Company, an investment banking boutique which specializes in arranging the sale or merger of private mid-market companies. She also co-owns Percival Scientific, a leading Iowa-based manufacturer of biological incubators and plant growth chambers.

Listen to this informative Private Equity Profits episode with Beatrice Mitchell aboutSelling Your Business Post-Covid.

• What differentiates Sperry Mitchell as an independent m&a advisory firm.

• What an ideal company to help negotiate a sell off exit looks like.

• The biggest difference between an entrepreneur and non entrepreneur.

• How COVID has impacted buying and selling strategies

• Lessons learned from challenges faced

• The book, The Complete Guide to Selling your Business

• How the current interest rate environment affects sellers coming to market.

Connect with Beatrice

Email: bmitchell@sperrymitchell.com.

Website: https://www.sperrymitchell.com/

Phone: (212) 832-6628