4th Annual Charity Supercar Show- Community Impact & Support
Release Date: 07/11/2024
Choosing Clearwater Capital by Kevin Rochford
Entrepreneurial Legacies
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Kevin Rochford for a thoughtful discussion on modern wealth management, legacy planning, and the evolving nature of client relationships. Drawing on decades of experience across global markets, family advisory work, and military service, Kevin shares how those experiences shaped a disciplined, values-driven approach to serving families. John and Kevin explore the industry’s shift away from large institutional models toward more personalized, relationship-focused advice, and why trust, access, and...
info_outline
Private Market Participation & Portfolio Construction with Tyler Beachler
Entrepreneurial Legacies
In this episode of Clear Conversations, John Sleeting sits down with Tyler Beachler, Deputy Chief Investment Strategist at Clearwater Capital, for a clear, practical introduction to the world of private markets. Building on earlier conversations about the entrepreneurial life cycle, they explore how business owners navigate the startup, growth, and maturity phases and the legal, tax, and financial planning considerations that matter most at each stage. John and Tyler also unpack how private market investing differs from the public markets many investors know well, and why success in this...
info_outline
Family Governance: The Psychology of Inter-Generational Wealth with Gary Shunk
Entrepreneurial Legacies
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Gary Shunk from Aligned Family, a prominent voice in wealth psychology. They discuss the intricate connections between money, family, and identity. The conversation delves into what occurs when families experience significant wealth transitions and highlights the importance of communication and connection in navigating these changes. Gary shares insights gained from decades of experience working with families facing complex dynamics around inheritance and legacy. He and John emphasize that family meetings, open...
info_outline
Family Governance: The Williams Group Bridging Generations with Amy Castoro
Entrepreneurial Legacies
In this episode of "Clear Conversations: Entrepreneurial Legacies," John Sleeting sits down with Amy Castoro, President of The Williams Group, to explore what it truly takes to prepare families for a successful wealth transition. Amy shares insights from her years of experience working with ultra-high-net-worth families, highlighting the emotional and relational aspects of legacy planning. Together, she and John delve into the deeper dimensions of family wealth, trust, communication, and personal growth, illustrating how these elements contribute to a family's long-term success beyond...
info_outline
Family Governance: How Families Thrive Across Generations with Kirby Rosplock
Entrepreneurial Legacies
What does it take to build a family legacy that lasts? In this episode of Entrepreneurial Legacies, host John Sleeting sits down with Dr. Kirby Rosplock, PhD, Founder & CEO of Tamarind Partners and Tamarind Learning, to unpack the complexities of managing wealth across generations. Born into a complex and enterprising fourth-generation family, heirs to the legacy of Babcock Lumber Company, Kirby brings lived experience as an inheritor, board member, fiduciary, and operator. Her family’s historic stewardship includes preserving over 73,000 acres of Babcock Ranch, the largest...
info_outline
Crypto Decoded: DeFi, Tokens & Beyond with Hunter Sims
Entrepreneurial Legacies
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Hunter Sims, Associate Director at the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge Business School. Hunter works at the forefront of financial innovation, focusing on how digital assets, policy, and regulation intersect to shape the future of global finance. At CCAF, he collaborates with policymakers, industry leaders, and academics to advance research that informs evidence-based regulation and drives the sustainable development of new financial systems. Together, John and...
info_outline
M&A An Investment Banker's Perspective with Chris Geyer
Entrepreneurial Legacies
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Chris Geyer of Hennepin Partners to unpack the often-complex world of investment banking and mergers & acquisitions (M&A). Chris shares his professional journey, from his early days in the industry to his current role, and how those experiences have shaped his thoughtful, relationship-driven approach to deals today. He emphasizes the value of strategic planning, trust-building, and preparation in driving successful outcomes. Together, Chris and John walk through the key steps of selling a business,...
info_outline
Clearwater's 5th Annual Charity Supercar Show
Entrepreneurial Legacies
Join host John Sleeting for a special edition of Entrepreneurial Legacies, celebrating the people, stories, and purpose behind Clearwater’s 5th Annual Charity Supercar Show. In this episode, we spotlight the true power of community through conversations with passionate entrepreneurs, generous sponsors, and the inspiring beneficiaries this event supports. Driven by passion and inspired by giving, this episode offers a behind-the-scenes look at how one event drives real impact and why it matters. Episode Highlights: 0:0:38 - Greg Davis & John Chapman, Clearwater Capital Partners 0:15:38 -...
info_outline
M&A and Who We Become in the Process with Jeff Haanen
Entrepreneurial Legacies
In this episode of Clear Conversations, John Sleeting sits down with Jeff Haanen for an insightful discussion about the challenges business owners face during major transitions, particularly during mergers and acquisitions. Drawing from his personal and professional experiences, including his departure from the Denver Institute for Faith and Work, Jeff shares how this pivotal moment shaped his views on calling, identity, and leadership. Together, John and Jeff explore the often-overlooked emotional aspects of selling or transitioning a business. Jeff brings a unique perspective, influenced by...
info_outline
M&A From the Boardroom with Kip Pendleton
Entrepreneurial Legacies
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting is joined by Kip Pendleton, an experienced leader in agriculture and mergers and acquisitions, for a candid discussion about what it takes to grow, optimize, and transition a business. Drawing on his recent work with Cox Family Holdings, Kip guides listeners through how strategic planning, thoughtful board structures, and the right external advisors can shape a company's future. During their conversation, John and Kip delve into the key ingredients that drive successful M&A work, particularly in the context of...
info_outlineJoin John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders.
Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering. Discover the stories of local non-profits and learn how the event enriches the communities they serve. Engage with various leaders from the Clearwater Capital Foundation, Clearwater Capital Partners, and valued Hyper Sponsors to the event as they discuss their commitment to community support and the profound joys of generosity.
Celebrate with us the collaboration and dedication that drive the Charity Super Car Show, turning it into an event that fosters unity, gives back to the community, and inspires acts of kindness.
Episode Highlights:
- 0.00 – John Sleeting, Executive Partner, and Katie Berganske-Frank, Chief Revenue Officer of Clearwater Capital Partners, kick off the show, discussing the importance of community impact and the significance of the Charity Super Car Show.
- 6.06 – Bob Berk, President of A Giving Heart Foundation, talks about their groundbreaking work in pediatric heart disease and their vision for the future.
- 18.32 – Kris Salyards, Executive Director of Bridge Youth and Family Services, highlights their organization’s long-standing commitment to youth and family wellness.
- 31.10 – Darrel Saldanha, MD from Midwest Anesthesia & Pain reflects on his company’s services, his continued support for the event, and his passion for cars.
- 37.55 – John Chapman, CEO of Clearwater Capital Partners, discusses the journey of the Foundation and what the profound growth of this event means to him and the firm.
- 42.19 – Kyle Sulkar, Founder & Creative Director of Sulkar Media, shares how his social media marketing firm has evolved, his passion for high-performance cars, and his desire to inspire young people to push their boundaries and achieve their own aspirations.
- 52.14 – Heather Corins and Samantha Elston from Fellowship Housing explore their mission to empower single mothers to create lasting change and a better future.
- 1.02.49 – Valerie Hogan, JD, CFP®, Wealth Advisor with Clearwater Capital Partners, talks about her background and passion for charitable giving.
- 1.11.15 – Cesar Marin, Director of Dealer Development and Services from Perillo, discusses their dedication to community engagement and the importance of corporate responsibility.
- 1.17.09 – Melissa Dailey-Newman, AWMA®, Wealth Advisor with Clearwater Capital Partners, shares the excitement and energy of the car show and how it uniquely brings value to clients and the community.
- 1.22.13 – James Chapman, Senior Wealth Advisor with Clearwater Capital Partners and visionary behind the Charity Super Car Show, delves into the origins of the event, its impact on the community over the years, and the record-breaking $80,000 raised in 2024. He also expresses gratitude to the Sponsors and the Chicago car community for making the event a success.
- 1.31.17 – Chris Biggs, Owner of CMB Consulting & Protection, discusses his company’s high-end private security company and executive bodyguard services, and reflects on the car show’s growth and their role in keeping it safe over the past four years.
- 1.35.00 – Greg Davis, Partner and Senior Wealth Advisor with Clearwater Capital Partners and Executive Director to Clearwater Capital Foundation concludes the episode with insights into the Foundation and the priority of Clearwater Capital giving back to the community.
- 1.42.39 John Sleeting, Executive Partner with Clearwater Capital Partners, final comments of appreciation to Sponsors and all valued guests.
Disclosure:
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners.
Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments.
All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners.
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.