Peter Evans - Trusted Advisor to Legacy Families & Member of a 7th Generation Family Holding Company
Episode | 24 April 2022 | Season 2 | 53 mins 48 secs
5th generation, 7th generation, family enterprise, family summit, flourishing, g5, g7, holdco, holding company, legacy, usa, ypo
Peter Evans is an advisor, consultant, and speaker to legacy families, family offices, and multigenerational enterprises all around the world. Peter creates the opportunities where affluent families have the greatest chance of flourishing.
Episode | 3 April 2022 | Season 2 | 56 mins 39 secs
4th generation, amicable separation, conglomerate, family business, family enterprise, g4, india, next generation, separation, ypo
Srinath Rajam is a Director at TVS & Sons, Chairman at Kwik Patch, and one of the four sons of the high profile TVS group of companies. The TVS Group is a long-standing family business, running for over 110 years, which has interests in everything from auto components through to finance. Now after over a century in business, the TVS group has decided to amicably separate. Srinath talks about this historical event and how by keeping it amicable, it sets the stage for the next phase of growth.
Episode | 20 March 2022 | Season 2 | 1 hr 24 secs
1st generation, children, entrepreneur, g1, impact, life lessons, real estate, storytelling, ypo
Chris Powers is the Founder and Executive Chairman of Fort Capital and the host of The Fort podcast. Chris is a serial entrepreneur with more than 16 years of real estate development and investment experience. Since founding Fort Capital, the company has invested over $1.4B in Class B industrial, commercial, multifamily, student housing, and residential and land development projects. Chris shares the pivotal moments in his life that led him to become a values-driven, community-minded, first-generation entrepreneur.
Anthony R Contrucci - A 5th Generation Member of the Schrage Family, Owners of the 126 Year Old Centier Bank
Episode | 6 March 2022 | Season 2 | 1 hr 13 mins
5th generation, family archive, family constitution, family enterprise, family governance, family-owned bank, fifth generation, g5, marry-in, usa, ypo
Anthony Contrucci has spent his career in banking and finance with a focus on strategic planning, prospect development, relationship management and capital procurement. He enjoys the challenge of building brands and developing innovative and unique marketing initiatives as well as client acquisition strategies.
Episode | 12 December 2021 | Season 2 | 40 mins 36 secs
affordability, business partner, cardinal senior management, growth, leadership, ypo
Joe Pohlen, Founder and Partner of Cardinal Senior Management has prospected and built a portfolio of multifamily, student housing and self-storage in West Michigan. He is an entrepreneur at heart with 15 years of professional experience, including 8+ years in management. He started Cardinal Senior Management (CSM) in 2015 to effectively manage buildings that struggled with occupancy and provide them with a plan of action to achieve a waiting list.
Episode | 28 November 2021 | Season 2 | 43 mins 32 secs
adviser, author, cpa, entrepreneur, entrepreneurial, succession, ypo
Bradly J. Franc is an attorney, a former CPA and experienced entrepreneur. He has practiced business and estates and trust law at Houston Harbaugh for more than 25 years. During that time, he founded three successful businesses.
Episode | 17 October 2021 | Season 2 | 1 hr 3 mins
apartment buildings, business families, founding generation, g1, legacy, los angeles, multi-generational wealth, permanent hold, real estate, real estate pe, ypo
Moses Kagan is the co-founder of Adaptive Realty, a boutique real estate private equity firm based in Los Angeles, which has about $200 Million in assets under management. Unusually for a real estate private equity firm, Adaptive and its partners do not fix and flip; instead, they act as permanent holders and stewards of the assets under their control.
Episode | 19 September 2021 | Season 2 | 1 hr 9 mins
5th generation, exit, family business, family council, g5, outside leadership, selling, succession, transition, usa, ypo
The Lang family recruited Jeff Watters as the first outside CEO to lead Ainsworth Pet Nutrition in it's 5 generations. Sean Lang and Jeff Watters worked together, partnering with a private equity firm to scale the $100m per year business into a $2 billion dollar exit over the space of a decade.
Episode | 22 March 2021 | Season 1 | 38 mins 5 secs
4th generation, dental, fourth generation, g4, global, manufacturing company, ownership & control, ypo
Julie Charlestein is the CEO and president of Premier Dental Products Company, a global dental development and manufacturing business innovating new solutions to meet the evolving needs of dentistry.
Episode | 15 March 2021 | Season 1 | 51 mins 47 secs
africa, entrepreneur, family boards, family companies, g2, governance, governing boards, new zealand, property, second generation, south africa, ypo
Carl Bates is Africa's leading educator, appointer and guide of High-Performance boards. As the Founding Partner of Sirdar, he is world renowned for his practical understanding of governance and is constantly invited to share his knowledge and insight on the subject - in Africa, Sirdar is the largest provider of independent non-executive directors to private companies and family businesses