EisnerAmper Podcast

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more.
✨ What you’ll learn:
🚀 How scientific investing is redefining fixed-income strategies using data and evidence-based methods.
💡 The role of AI and machine learning in analyzing large data sets for smarter credit decisions.
📊 Opportunities and diversification benefits in scientific fixed-income portfolios. 🔍 Key challenges, future outlook, and why this approach is gaining traction among institutional investors.
👍 Like, comment, and subscribe for more expert insights on finance, AI in investing, and emerging alternative strategies!

In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry.
✨ What you’ll learn:
🚀 How asset-based lending supports high-growth, tech-enabled companies
💡 Founder-friendly financing solutions tailored to startups and scale-ups
📊 Emerging opportunities and niche markets in specialty finance & insurance
🔍 Challenges of private credit and building strong investment teams

Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connecting early-stage investors with startup founders through behavioral insights to create a more efficient and equitable ecosystem. Tune in to learn how Moneyball.ai’s mission to align founders and investors through data and AI is unlocking access to capital, accelerating innovation, and driving meaningful change.Connect with Julia Whippo: https://www.linkedin.com/in/julia-whippo/Moneyball.ai: https://www.moneyball.ai/

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨
What you’ll learn: 🚀 How social factor analysis impacts financial performance 💡 Biggest opportunities in AI-driven investment strategies 📊 Key challenges in social factor investing and data scarcity 🔍 Leadership lessons from women in finance

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more.

David Wieland, co-founder and CEO at Realized, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup’s platform can help users transform wealth from individual investment properties into diversified real estate portfolios, customized to income needs, tax situations, and investment goals. Discover how investors and their financial advisors are combining deep real estate expertise with cutting-edge technology that offers tools to help quantify risk and optimize portfolio construction. You’ll hear about Realized’s mission to bridge the gap between traditional real estate ownership and sophisticated wealth management, empowering investors to preserve and grow their wealth across generations.Connect with David Wieland: https://www.linkedin.com/in/davidawieland/Realized: https://www.realized1031.com/

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment. The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you’re an investor, entrepreneur, or advisor, you’ll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Mark Hale, Chief Investment Officer, Prytania Asset Management, a securitized credit investment manager based in London. Mark shares his outlook for investing in securitized credit transactions including the greatest opportunities, challenges and more.

Schuyler Dalton, impact investment manager with the World Wildlife Fund (WWF), joins EisnerAmper's TechTalk host Fritz Spencer to explore how her investment group, WWF Impact, is amplifying the WWF’s charitable mission and conservation goals within the food system. In this episode, discover how WWF Impact is investing in innovations that reduce farming’s environmental footprint while promoting ecosystem and community health. They'll dive into emerging tech trends in regenerative agriculture, from linking farmer profits to improving soil and biodiversity to advancing traceability in livestock, crops, and produce. Tune in to learn more about the Fund’s mission to build a future where people live in harmony with nature.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Jack McCarthy, Co-Founder & CEO, Gold Leaf Farming, a specialty crop farmland investment firm that invests in almond and pistachio orchards in the Western U.S. Jack shares his outlook for crop farmland investing including the greatest opportunities, challenges and more.