Episode 94 with ALex Sokolin
Financial Poise Radio
Is it a Chain that Rules or a Chain-Chain-Chain of Fools? We speak of Blockchain. In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery. You can learn more about Alexey Sokolin and Vanare . Or you can find them here: Twitter: & About Alexey Sokolin leading research firm for the financial...
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Episode 95 with Jorge Newbery
Financial Poise Radio
How do you give home owners in financial distress a way to relieve their mortgage woes? Jorge Newbery, Founder and CEO of American Homeowner Preservation, has some great options. In Episode 95 of Financial Poise Radio, he discusses many under-utilized methods that benefit both borrower and lender with host, Chris Cahill. You can learn more about Jorge Newbery and American Homeowner Preservation . Or you can find him here: Twitter: @JorgePNewbery About Jorge Newbery Jorge P. Newbery is on a mission to help Americans crushed by unaffordable debts. Jorge P. Newbery is...
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Episode 93 with Avi Levine
Financial Poise Radio
In episode 93 of Financial Poise Radio, our Chris Cahill and Avi Levine, of Star Funding, Inc., discuss out-of-the-box ways to finance production of goods when the customer needs them. You can find out more about Star Funding and Avi Levine . Or you can find them here: Linkedin: ; About Avi Levine Avi specializes in finance operations and business development for manufacturers, distributors, and other wholesale organizations. Coming from roles within top brands and lifestyle companies Avi understands the dynamic wholesale trade industry inside and out....
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Episode 92 with Adam Hirsch
Financial Poise Radio
Frauds! Fakes! Ponzis! In Episode 92, Chris Cahill and Adam Hirsch, of Robinson, Curley & Clayton speak of these fascinating things, along with RICO! Restitution! and Receivers! Adam draws upon his experience litigating business fraud cases to illustrate recoveries and defenses. See also Adam's column -- (Alleged) Frauds, Fakes and Ponzis -- on . You can learn more about Adam Hirsch and Robinson Curley & Clayton P.C., click . Or you can find them here: Twitter: LinkedIn: ; About Adam Hirsch Adam Hirsch has practiced law in Chicago for...
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Episode 91 with Jeff Pomerantz
Financial Poise Radio
In Episode 91, Chris Cahill and Jeff Pomerantz, President of the American Bankruptcy Institute and member of Pachulski Stang Ziehl & Jones LLP, discuss why retail is under stress, how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and how developments in financing, capital structures, and supplier strategies continue to shape retailers' fortunes in bankruptcy. You can learn more about Jeff Pomerantz, PSZJ Law and the American Bankruptcy Institute , and . Or you can find them here: Twitter: ;...
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Episode 90 with Jeff Kelley
Financial Poise Radio
The Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its "fiduciary rule," which has sent brokers and advisors scurrying to comply -- and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives. You can learn more about Equity Institutional and Alpha Segment and . Or you can find them here: LinkedIn- & Twitter: About Jeff Kelley Jeff...
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Episode 89 with Albert Periu
Financial Poise Radio
Fintech! Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective. You can find out more about Albert Periu and Funding Circle . Or you can find them here: Twitter: LinkedIn: ; About Albert Periu Albert leads the Capital Markets team and is responsible for platform funding and the overall structuring, execution and...
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Episode 88 with David Jarczyk
Financial Poise Radio
In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically the intellectual property capabilities and strategies of business entities. Anyone sloshing through tech start-up fever swamps should harken. Jarczyk explains how he selects and analyzes IP data to get beyond company filings and management pronouncements, to say nothing of journalistic hype. You can learn more about David Jarczyk and ktMINE . Or you can find them here: Twitter: LinkedIn: & About David Jarczyk If...
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Episode 87 with Larry Swedroe
Financial Poise Radio
In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The first part of this interview aired previously and can be found . You can find out more about Larry Swedroe and Buckingham . Or you can find him here: Twitter: You can find...
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Episode 86 with Larry Swedroe
Financial Poise Radio
In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date. You can find out more about Larry Swedroe and Buckingham . Or you can find him here: Twitter: LinkedIn: ...
info_outlineThe Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its "fiduciary rule," which has sent brokers and advisors scurrying to comply -- and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives.
You can learn more about Equity Institutional and Alpha Segment here and here.
Or you can find them here:
LinkedIn- Jeff Kelley & John Drachman
Twitter: @AlphaSegment
About Jeff Kelley
Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where he served as the Manager of the Operations and Trading Departments since 1991. He is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Administrators and Recordkeepers. Jeff earned a BBA in Finance/Management from Baylor University.
About John Drachman
John C. Drachman serves as team leader, senior writer, and principal of AlphaSegment, a creative group of marketing communications freelancers dedicated to meeting the marketing needs of RIAs, asset managers and financial services providers.
An IABC Gold Quill-winner for writing and publications, John has developed marketing communications initiatives for dozens of clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments. John applies his editorial skill and marketing knowledge toward crafting marketing strategies designed to help clients attract, grow and retain assets under management. Applying sound journalistic principles to the story telling process, John has the ability to turn complex themes into compelling and actionable messages.
John is a frequent contributor to industry publications on topics related to financial technology trends, crowdfunding and alternative investments. Most recently, he drafted articles for RIABiz and PrivateWealth. A Series 7 General Securities Agent, he is affiliated with Innovations Partners, LLC, headquartered in Charlotte, N.C.