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Financial Poise Radio

Financial Poise Radio Productions

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Financial Poise Radio
Financial Poise Radio

Financial Poise Radio

Financial Poise Radio Productions

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About Us

In a world of information overload,In a world dominated by biased, pay to play advertorials,In a world riddled with fraudsters, fakes, and phonies…One voice stands out to provide reliable information to investors, business owners, and busy professionals.Unbiased and beholden to no one, this is Financial Poise Radio, the spoken word sister of Financial Poise.com, the Internet's most trustworthy resource about finance, investing, business, and the law.

Latest Episodes

Episode 94 with ALex Sokolin

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 here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook About Alexey Sokolin leading research firm for the financial sector. His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent indus...

43 MIN2017 MAY 27
Comments
Episode 94 with ALex Sokolin

Episode 95 with Jorge Newbery

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 here. Or you can find him here: LinkedIn Twitter:@JorgePNewbery About Jorge Newbery Jorge P. Newbery is on a mission to help Americans crushed by unaffordable debts. Jorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which crowdfunds the purchase of nonperforming mortgages from banks at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his chal...

47 MIN2017 MAY 9
Comments
Episode 95 with Jorge Newbery

Episode 93 with Avi Levine

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 here. Or you can find them here: @avilevine @STARFunding Linkedin: Avi Levine; Star Funding Instagram Slideshare 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. When he is not funding businesses for growth you will find him enjoying the outdoors with his wife and two beautiful daughters. Avi is currently working with STAR Funding, a leader in Purchase Order Funding to help expand their portfolio of domestic manufacturers and distributors. Entrepreneurs look to Avi to provide creative funding solutions for working capital ...

36 MIN2017 APR 8
Comments
Episode 93 with Avi Levine

Episode 92 with Adam Hirsch

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 www.financialpoise.com. You can learn more about Adam Hirsch and Robinson Curley & Clayton P.C., click here. Or you can find them here: Twitter: @robinsoncurley LinkedIn: Adam Hirsch; Robinson Curley About Adam Hirsch Adam Hirsch has practiced law in Chicago for more than 15 years, with a regular focus on commercial litigation. After graduating from Harvard Law School in 2001, he began his legal career at Jenner & Block, LLP. For the last 11 years, he has practiced at Robinson, Curley & Clayton, P.C., a Chicago litigation boutique that has practices in commercial, receivership and employment litigation, and employment counseling. Hirsch repre...

36 MIN2016 DEC 31
Comments
Episode 92 with Adam Hirsch

Episode 91 with Jeff Pomerantz

In Episode 91, Chris Cahill and Jeff Pomerantz, President of theAmerican Bankruptcy Institute and member of Pachulski Stang Ziehl & JonesLLP, discuss why retail is under stress,how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and howdevelopments in financing, capital structures,and supplier strategiescontinue to shaperetailers' fortunes in bankruptcy. You can learn more about Jeff Pomerantz, PSZJ Law and the American Bankruptcy Institute here, here and here. Or you can find them here: Twitter: @Pachulski; @abiworld LinkedIn: Jeff Pomerantz, PSZJ Law, ABI About Jeff Pomerantz Mr. Pomerantz is a member of Pachulski Stang Ziehl & Jones LLP's management committee, a co-chair of the firm's creditors' committee practice, and is resident in the firm's Los Angeles office. Mr. Pomerantz is also the president of the American Bankruptcy Institute, the largest restructuring organization in the United States. His practice includes representing companies,...

54 MIN2016 NOV 19
Comments
Episode 91 with Jeff Pomerantz

Episode 90 with Jeff Kelley

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 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 A...

43 MIN2016 OCT 29
Comments
Episode 90 with Jeff Kelley

Episode 89 with Albert Periu

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 here. Or you can find them here: Twitter: @FundingCircleUS LinkedIn: Albert Periu; Funding Circle Facebook YouTube About Albert Periu Albert leads the Capital Markets team and is responsible for platform funding and the overall structuring, execution and distribution of Funding Circle’s offerings to institutional and accredited investors. He also serves as President of Funding Circle Securities, the affiliated broker-dealer of Funding Circle USA. Albert was most recently a Director at Telsey Advisory Group. Previously, he spent six years as a Vice President at FBR Capital Markets working with hedge f...

42 MIN2016 OCT 15
Comments
Episode 89 with Albert Periu

Episode 88 with David Jarczyk

In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically theintellectual property capabilities and strategies ofbusiness entities.Anyone sloshing through tech start-up fever swamps should harken.Jarczyk explains how he selects and analyzesIP data to get beyondcompany filings andmanagement pronouncements, to say nothing of journalistic hype. You can learn more about David Jarczyk and ktMINE here. Or you can find them here: Twitter: @ktMINEglobal Google+ LinkedIn: David Jarczyk & ktMINE YouTube About David Jarczyk If Jarczyk’s bio tells you anything, it’s that he loves to uncover secrets. From his love of exploring caves, tunnels, and dark alleys, to his need to uncover company strategies, Jarczyk has always been motivated by finding something new. Jarczyk set out on a journey to identify companies’ innovation strategy. That undertaking turned him into an evangelist for corporate data transparency, getting him named one of the world’s leading inte...

32 MIN2016 SEP 24
Comments
Episode 88 with David Jarczyk

Episode 87 with Larry Swedroe

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 here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You can find Larry's previous interviews with Financial Poise here & here. About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investin...

42 MIN2016 SEP 10
Comments
Episode 87 with Larry Swedroe

Episode 86 with Larry Swedroe

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 here. Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59 You can find Larry's previous interviews with Financial Poise here & here. About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a...

47 MIN2016 AUG 20
Comments
Episode 86 with Larry Swedroe

Latest Episodes

Episode 94 with ALex Sokolin

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 here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook About Alexey Sokolin leading research firm for the financial sector. His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "financial futurist", and was selected for the InvestmentNews "40 under 40" and ThinkAdvisor's "IA25" lists of influencers in the investent indus...

43 MIN2017 MAY 27
Comments
Episode 94 with ALex Sokolin

Episode 95 with Jorge Newbery

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 here. Or you can find him here: LinkedIn Twitter:@JorgePNewbery About Jorge Newbery Jorge P. Newbery is on a mission to help Americans crushed by unaffordable debts. Jorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which crowdfunds the purchase of nonperforming mortgages from banks at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his chal...

47 MIN2017 MAY 9
Comments
Episode 95 with Jorge Newbery

Episode 93 with Avi Levine

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 here. Or you can find them here: @avilevine @STARFunding Linkedin: Avi Levine; Star Funding Instagram Slideshare 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. When he is not funding businesses for growth you will find him enjoying the outdoors with his wife and two beautiful daughters. Avi is currently working with STAR Funding, a leader in Purchase Order Funding to help expand their portfolio of domestic manufacturers and distributors. Entrepreneurs look to Avi to provide creative funding solutions for working capital ...

36 MIN2017 APR 8
Comments
Episode 93 with Avi Levine

Episode 92 with Adam Hirsch

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 www.financialpoise.com. You can learn more about Adam Hirsch and Robinson Curley & Clayton P.C., click here. Or you can find them here: Twitter: @robinsoncurley LinkedIn: Adam Hirsch; Robinson Curley About Adam Hirsch Adam Hirsch has practiced law in Chicago for more than 15 years, with a regular focus on commercial litigation. After graduating from Harvard Law School in 2001, he began his legal career at Jenner & Block, LLP. For the last 11 years, he has practiced at Robinson, Curley & Clayton, P.C., a Chicago litigation boutique that has practices in commercial, receivership and employment litigation, and employment counseling. Hirsch repre...

36 MIN2016 DEC 31
Comments
Episode 92 with Adam Hirsch

Episode 91 with Jeff Pomerantz

In Episode 91, Chris Cahill and Jeff Pomerantz, President of theAmerican Bankruptcy Institute and member of Pachulski Stang Ziehl & JonesLLP, discuss why retail is under stress,how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and howdevelopments in financing, capital structures,and supplier strategiescontinue to shaperetailers' fortunes in bankruptcy. You can learn more about Jeff Pomerantz, PSZJ Law and the American Bankruptcy Institute here, here and here. Or you can find them here: Twitter: @Pachulski; @abiworld LinkedIn: Jeff Pomerantz, PSZJ Law, ABI About Jeff Pomerantz Mr. Pomerantz is a member of Pachulski Stang Ziehl & Jones LLP's management committee, a co-chair of the firm's creditors' committee practice, and is resident in the firm's Los Angeles office. Mr. Pomerantz is also the president of the American Bankruptcy Institute, the largest restructuring organization in the United States. His practice includes representing companies,...

54 MIN2016 NOV 19
Comments
Episode 91 with Jeff Pomerantz

Episode 90 with Jeff Kelley

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 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 A...

43 MIN2016 OCT 29
Comments
Episode 90 with Jeff Kelley

Episode 89 with Albert Periu

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 here. Or you can find them here: Twitter: @FundingCircleUS LinkedIn: Albert Periu; Funding Circle Facebook YouTube About Albert Periu Albert leads the Capital Markets team and is responsible for platform funding and the overall structuring, execution and distribution of Funding Circle’s offerings to institutional and accredited investors. He also serves as President of Funding Circle Securities, the affiliated broker-dealer of Funding Circle USA. Albert was most recently a Director at Telsey Advisory Group. Previously, he spent six years as a Vice President at FBR Capital Markets working with hedge f...

42 MIN2016 OCT 15
Comments
Episode 89 with Albert Periu

Episode 88 with David Jarczyk

In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically theintellectual property capabilities and strategies ofbusiness entities.Anyone sloshing through tech start-up fever swamps should harken.Jarczyk explains how he selects and analyzesIP data to get beyondcompany filings andmanagement pronouncements, to say nothing of journalistic hype. You can learn more about David Jarczyk and ktMINE here. Or you can find them here: Twitter: @ktMINEglobal Google+ LinkedIn: David Jarczyk & ktMINE YouTube About David Jarczyk If Jarczyk’s bio tells you anything, it’s that he loves to uncover secrets. From his love of exploring caves, tunnels, and dark alleys, to his need to uncover company strategies, Jarczyk has always been motivated by finding something new. Jarczyk set out on a journey to identify companies’ innovation strategy. That undertaking turned him into an evangelist for corporate data transparency, getting him named one of the world’s leading inte...

32 MIN2016 SEP 24
Comments
Episode 88 with David Jarczyk

Episode 87 with Larry Swedroe

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 here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You can find Larry's previous interviews with Financial Poise here & here. About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investin...

42 MIN2016 SEP 10
Comments
Episode 87 with Larry Swedroe

Episode 86 with Larry Swedroe

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 here. Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59 You can find Larry's previous interviews with Financial Poise here & here. About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a...

47 MIN2016 AUG 20
Comments
Episode 86 with Larry Swedroe