Financial Poise Weekly Rundown

Bringing you expert insights on everything from financial planning to entrepreneurship, investment strategy, economic analysis, and career development.

Understanding Holistic UX with Kyle Rezac-Dennis 10/18/2022

Exploring Renegade Entrepreneurship 10/11/2022

Introducing the NEW Podcast from Financial Poise 10/11/2022

Episode 85 with Todd Ryden 08/05/2016

Episode 85 with Todd Ryden In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds. You can learn more about Todd Ryden and FNEX . Or you can find them here: Twitter: & LinkedIn: & About Todd Ryden Mr. Ryden is an experienced entrepreneur and manager, having founded and sold several enterprises. After practicing law, Mr. Ryden co-founded StarCom Broadband, a cable and high-speed data provider. StarCom was sold in 2001 to Comcast®. Mr. Ryden co-founded Cole Marketing, a bottled water brand-marketing group, acquired in 2006 by a New York based venture capital group. Mr. Ryden co-founded Caldera Development, a real estate development company that has participated in the development of over 430,000sf of retail and office space. Mr. Ryden was a co-founder of ViaStar Energy, Inc. which provided utility management services nationwide. ViaStar’s Automated Meter Reading technology was acquired by Motorola® in 2007 and its utility services division was acquired in 2008 by NWP Services Corp. ®. Mr. Ryden is the Managing Director of The Applied Group, a private equity firm. Prior to entering the business world, Mr. Ryden's legal career included litigating at the Indiana Supreme Court, and representing the State of Indiana in the tobacco litigation. Mr. Ryden obtained his Juris Doctorate from Indiana University School of Law in Indianapolis, has a certificate in International Contract Law from Tulane University, Paris, France, and obtained his B.A. from Purdue University. He has been a member of the American and Indiana Bar Associations, serves as President of the Board of Directors of Big Brothers and Big Sisters of Central Indiana, is a Board Member of Christel House’s Drop Out Recovery School and has been a guest lecturer at Purdue University, Ball State University and the University of Indianapolis. /episode/index/show/aimktsradio/id/4570167

Episode 84 with Jason Stevens 07/22/2016

Episode 83 with David Drake 07/15/2016

Episode 83 with David Drake In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016, to the extent that some platforms will switch from equity offerings to debt offerings. David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated. Come join David Drake's world. Learn more about David Drake, The Soho Loft and LDJ Capital by visiting and You can also find him here: Twitter: @TheSohoLoft About David Drake David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this space, he was a US Commerce Department delegate to the EU Commission in Brussels and Rome, and was invited in May 2013 to the White House Champions of Change ceremony in Washington, D.C. His investment, The Soho Loft, produces and sponsors 150+ global events a year. One such event was produced in April 2013 for the institutional media leader Thomson Reuters, with speakers from Nasdaq, NYSE, KKR and Carlyle Group. He continues to advance innovative investing through his work as an international speaker and regular writer for major publications like Forbes and Thomson Reuters. He has co-authored the book Planet Entrepreneur: The World Entrepreneurship Forum’s Guide to Business Success Around the World and is the author of Crowd Fund Economics.His focus today is to take on board advisory positions at companies, angel networks and venture funds, and to guide them on such topics as international regulations, corporate strategy and fund structures, with emphasis on the growing trend of online investment automation for retail and angel investors.Privately, Mr. Drake has hosted the Harvard Business Club of NY at his home, produced Carnegie Hall concerts and raised funds for the charities Trail Blazers and Best Buddies Carnegie Hall for many years. Today he is a board director of the UBS Charity of the Year, London-based ARCHIVE Global, and is co-chair of the Tree Kangaroo Foundation in New York.Born in Sweden and fluent in six languages, Mr. Drake has an MBA in Finance and an MA in International Law and Economics from George Washington University, where he was awarded the Wallenberg Scholarship for academic merit. /episode/index/show/aimktsradio/id/4518360

Episode 82 with Phil DeMuth 07/01/2016

Episode 81 with Ethan Knight 06/24/2016

Episode 81 with Ethan Knight Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities. You can find out more about Ethan Knight and the American Gap Association . Or you can find them here: Twitter: About Ethan Knight Ethan Knight has been working within the world of Gap Years since 1996, when he took his own Gap Year to India, Nepal and Tibet. Back in those days the only options to taking an official Gap Year was through the , and that's exactly how he first heard about this strange thing called a Gap Year. After an inspired talk at his high school, he started a conversation with Interim Programs to discuss what would eventually turn into his own sojourn. Ethan graduated from Willamette University - a small Tier 1 private liberal arts university - with majors in English and Philosophy, and a minor in Environmental Sciences. Immediately after graduating he went to work for as an intern where his passion for education really took firm root. With the help of a few key mentors along the way, primarily Sam Bull, Ethan eventually led programs for groups of Gap Year students through Latin America and Asia, finally working his way up to Assistant Director of the organization. After seven years at LEAPNOW, Ethan returned home to Portland, Oregon to found . While Carpe Diem began with just three programs, Ethan added five more over the next six years in order to create more options for a wider variety of students. During his tenure at Carpe Diem Education, Ethan also founded the International Carpe Diem Foundation (now ) - a non-profit dedicated to the inclusion of economically disadvantaged students in Gap Year programs and higher education. It is currently the only non-profit of its kind in Oregon. Eventually, after 6 years at Carpe Diem he recognized a need for a professional association amongst Gap Year providers. The needs of the industry were demanding a hub for information-sharing, development of best-practices, and objective evaluation. Thus, in 2012 he worked with many in the field to found the American Gap Association. /episode/index/show/aimktsradio/id/4452067

Episode 80 with Carrie Rosenbloom 06/10/2016

Episode 79 with Daniel Rossen 05/27/2016

Episode 78 with Michelle Gershfeld 05/20/2016

Episode 77 with Bruce Walker 05/13/2016

Episode 76 with Jonathan Friedland 05/06/2016

Episode 76 with Jonathan Friedland In Episode 76, Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis. You can learn more about Jonathan Friedland and . Or you can find him here: Twitter: About Jonathan Friedland Jonathan Friedland is a partner with Sugar Felsenthal Grais & Hammer. Jonathan P. Friedland is well recognized as a lawyer’s lawyer. Clients turn to Jonathan with their most challenging restructuring and business matters. In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals. In addition, he frequently serves as co-counsel to other law firms whose clients are facing financial distress. Jonathan’s practice is national, regional and local in scope. He is licensed to practice law in Arizona, Illinois, New Jersey and New York. Jonathan’s practice includes representing private equity funds and other investors in mergers and acquisitions activities. Additionally he advises clients about fiduciary duties and helps structure relationships between shareholders, LLC members and joint venturers. He counsels on succession planning, , employee matters and a host of other corporate matters. During the course of his representation, Jonathan is frequently engaged in negotiating loans and equipment leases and general contract issues. In his extensive restructuring and insolvency work, Jonathan as guided scores of companies through challenging financial situations, including Chapter 11, assignments for the benefit of creditors and out-of-court workouts. For over two decades, he has also represented buyers of distressed assets and creditors and creditor committees against distressed business. Jonathan is a highly regarded author, editor and speaker. He has authored more than 100 published articles in professional journals. He also has been profiled, interviewed and/or quoted in such publications as Buyouts Magazine, The M&A Journal, Inside Counsel, LAW360,Business Week.com, The Bankruptcy Strategist, Dow Jones Daily Bankruptcy Review; Dow Jones LBO Wire, and The Daily Deal. Jonathan is lead author of Strategic Alternatives for Distressed Businesses, and Commercial Bankruptcy Litigation treatises, published by West, and the general editor of A Comparison Shopping Guide for 363 Sales, published by the American Bankruptcy Institute. Jonathan is also the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise™, an on-line provider of continuing education, information, and business intelligence for business owners, investors, and their trusted advisors. He is also on the editorial board of “The Corporate Counselor.” /episode/index/show/aimktsradio/id/4351857