EisnerAmper Podcast

Part I: The Journey to Become a Workforce Housing Leader

In Part I of this two-part series, Youmna Assad interviews Neveo Mosser, the CEO of Mosser Companies and Co-Founder and Chairman of the company’s private equity business, Mosser Capital and Jim Farris, the CEO of Mosser Capital. Neveo shares about his journey to become the CEO of Mosser and his unique perspective as an investor, owner/operator, and leader in the San Francisco business community who is passionate about workforce and affordable housing.

Capital Raising in a Hybrid World

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Jeff Schachter, President, Crawford Lake Capital Management, a trading oriented long/short equity strategy. Jeff, a 25+ year industry veteran who co-founded a few other prominent hedge funds, shares his outlook for capital raising in a mainly virtual world, how he pivoted during COVID-19, advice he has to successfully raise capital and finally, what he anticipates capital raising will be like post-COVID-19.

Equity Risk Management

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Ricardo Cortez, Co-CEO of Broadmark Asset Management, an $1.4 billion San Francisco-based tactical investment manager which manages long/short strategies. He shares with us his background of how he got into investing, his outlook for the hedge fund industry, including the greatest opportunities and challenges, and how he is championing DEI on both a firm-level and throughout the alternative investments industry as a whole.

The Family Enterprise System

If you own a privately held company, you are what is called a family enterprise. If your family has a cabin, compound or shared property it is a family enterprise system. Family enterprise systems exist when a family owns or manages an asset together and this blending of family with an asset has unique advantages and challenges. Matt Kerzner & Natalie McVeigh, from our Center for Individual and Organization Performance, will talk through the system, some ways to navigate it changing as well as discuss some best practices for non-family members to be successful co-stewards.

Initial Rules for the New Jersey Adult-Use Cannabis Market

In this episode of CannaCast, Eric Altstadter, Partner and leader of EisnerAmper’s Cannabis and Hemp Group, speaks with Chirali Patel, an attorney with Pashman Stein Walder Hayden PC, and the Founder of Blaze Responsibly, about the recently released rules for the New Jersey adult-Use Cannabis market.

Doctor of Innovation: When Passion and Health Care Intersect

Conversations can redefine the future of health care. In this episode of TechTalk, Director of Innovaccer Dipty Desai, Ph.D., joins EisnerAmper’s West Coast Technology and Life Sciences Practice Leader Amar Bhatkhande to discuss her journey as a researcher, entrepreneur, funder, and mentor where she uses technology to solve health care issues and explains how entrepreneurs can be at the forefront of innovation and science. Dipty also shares a memorable conversation that helps keep her connected to her native India.

Outlook for the Fund of Hedge Fund Industry

In this episode of Alternative Investments Spotlight, Elana Margulies-Snyderman, Senior Manager, Publications, EisnerAmper, speaks with Luis D’Amato, Partner and Portfolio Manager of Aston Capital Management, a Florida-based multi-family office, which also manages a multi-strategy fund of hedge funds.
He shares his background of how he got into investing, his outlook for the fund of hedge fund industry, including the greatest opportunities and challenges in the space, how he is inspiring more Latinos to foray into money management, and how his firm is embracing Diversity Equity & Inclusion.

Valuations for the Cannabis Industry

In this episode of CannaCast Eric Altstadter speaks with Hubert Klein, Partner and Practice Leader for EisnerAmper’s New Jersey Financial Advisory Services group, about the complexities of doing valuations for the cannabis industry.

Disruption in Dentistry: Understanding In-House Dental Membership Plans

Erick Cutler, Partner, Health Care Services of EisnerAmper, speaks with Dave Monahan, CEO and Founder of Kleer, an industry leader of subscription dental membership plans. Dave explains what a dental membership plan is, how they can improve patient experience and make care more accessible, and the operational challenges that can be solved by providing an in-house plan.

Disruption in Dentistry: Implementing Digital Marketing for Dental Practices

Erick Cutler, Partner, Health Care Services of EisnerAmper, speaks with Ernie Cote, Owner of Bullseye Media, a marketing and advertising firm that specializes in services for dental practices. They discuss what digital marketing can mean for dental practices, the challenges it can help solve, and how to get started even if you have limited resources and budget. He also explains what he considers to be the five stages of a practice, and how digital strategy should change depending on what stage a practice is in.