Welcome to the Muse Capital Podcast. Muse Capital is a female-founded venture fund laser focused on backing early-stage consumer tech companies driving the future of how we care, play, and live. In their first series, The Future of How We Care, hosts Assia Grazioli Venier and Rachel Springate speak with visionary founders who are redefining what it means to prioritize Women’s Health. You’ll hear from specialists in all areas like hormone health and athletic performance, gaining valuable insi ...
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Welcome to "Morton MUSE & News," your go-to source for staying connected with the latest news and events, and to meet the voices of the special people that make Morton matter.
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The UN Capital Development Fund makes public and private finance work for the poor in the world’s 45 least developed countries (LDCs). With its capital mandate and instruments, UNCDF offers “last mile” finance models that unlock public and private resources, especially at the domestic level, to reduce poverty and support local economic development.
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Middle Market Musings, a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital).
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Has there been a time in your life where you’ve looked to someone to guide you? Grammy-nominated flutist Karen Kevra is a musician whose life was changed by her mentor. Join her for engaging interviews of artists as they share personal stories of deep connection that will warm your heart and inspire you....whatever you do and wherever you are on your path.
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Conversations about consciousness, culture, and how we might live in the 21st century
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Consistent with all programs delivered by Northstar, “Private Equity Fast Pitch” podcasts are meaningful, insightful and provide actionable information from leaders in the Private Equity community that will help you connect with the speaker in an efficient way. Each Tuesday, Jeff Henningsen from Lockton will spend time talking with his friends in the private equity community while they share insight into their world. Similar to an introductory meeting, Private Equity and Investment Banking g ...
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A tabletop RPG podcast by a nerdy couple from Glasgow, Scotland. We aim to introduce you to new games (both mainstream and indie), support storytellers with our Ask A GM feature, and amuse you with quizzes and Python-esque silliness. Ailsa is a mainly lawful, occasionally chaotic player, and lover of all things strange and unusual. George is the long-suffering forever GM with close to 20 years experience of running a vast array of games. Plus we have a menagerie of strange creatures living w ...
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Carrianne Dillon hosts Carrianne's Literature Corner, your go-to for conversations about literature, education, and the intersections between them. Support this podcast: https://podcasters.spotify.com/pod/show/carrianne-dillon/support
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Tax is complex, but it does not always have to be so complicated and shrouded in mystery. Host Amanda Doucette is a self-proclaimed foodie, spin class and Pilates enthusiast, and a tax lawyer. She fell into the practice of tax law despite having a life-long hatred of spreadsheets, math and numbers in general. Join Amanda and her guests as they unpack some serious Canadian tax topics and attempt to demystify the world of tax.
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Business & Personal Branding is, at its root, getting people's attention. That's what I'm interested in - Getting Attention. Join me, Josh Pies (Ad Exec, Film Producer, Business Strategist) as we explore just that.
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If you seek a break from the mundane or just a step into the unnatural.. then seek further because I'm seeking it also or why not JOIN ME, The Psycheward is always taking new patients 👁️
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Episode 56 Bill Browder, CEO of Hermitage Capital Management
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Sir William Felix Browder provides a distinguished start to Season 4. As CEO and Founder of Hermitage, Bill Browder became the largest portfolio investor in Russia. He traces his family’s early connections to Russia, and then tells one of the singular tales of courage in this century. Browder went from Russian insider to mortal Putin foe. He was ab…
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Jack Purcell - Ridgemont Equity Partners
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Jack Purcell, Managing Partner – Jack is a Managing Partner and member of the Management and Investment Committees at Ridgemont Equity Partners. He is primarily responsible for general management of the firm and additionally focuses on the group’s investment activity in the Business & Tech-enabled Services and Industrial Growth sectors, serving on …
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Musings of a Tax Chick: Falling on bended knee... what you need to know about the Voluntary Disclosure program
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Are you behind in your tax filings? I mean REALLY behind... like more than the last year or two? Did you make a mistake in a previous filing? Canada Revenue Agency's Voluntary Disclosure Program might just be for you! I have had a couple calls this past week about the "VDP" program, and I thought this might be a great time to dispel some myths. In …
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Steve Gord - Hidden River Strategic Capital
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Steve Gord, Partner, Hidden River Strategic Capital Steve Gord has over 25 years of experience in the small company investment business. He is one of the co-founders of Hidden River Strategic Capital, a Radnor, PA-based SBIC fund that invests structured junior capital into owner-operator run small businesses. From 2008-2020, Steve was a co-founder …
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Jeremy Short and Precision Planting
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Send Ben a message, he'd love to hear from you. Jeremy Short serves on the board of directors for the Morton Chamber of Commerce and works for Precision Planting, a company that specializes in advanced agricultural technology solutions to optimize planting performance. Precision Planting is known for its innovative tools, such as the eMHD planter, …
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Steve Young a Partner, the Chairman and Co-founder of HGGC Steve is a Partner, the Chairman and Co-founder of HGGC. Steve is a member of HGGC’s Management Committee, Investment Committee and Valuation Committee. He serves as Chairman of the Board of three HGGC portfolio companies: IDERA, Integrity and AutoAlert. Prior to their sales, he also served…
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Alissa Williams and The Morton Public Library
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Send Ben a message, he'd love to hear from you. In 2015, Williams took on the role of director at Morton Public Library, succeeding a director who had held the position for 36 years. Since then, she has focused on enhancing community engagement and partnerships, bringing her expertise in public relations to strengthen connections between the librar…
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Sailing Forward: Assia Grazioli-Venier’s Vision for the Future of Sports and Venture Capital
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In this bonus episode of The Future of How We Care podcast, we’re excited to share a special highlight from our summer break. Earlier this summer, our founding partner Assia Grazioli-Venier delivered a powerful keynote presentation at the Mubadala New York Sail Grand Prix by SailGP, a pioneering global sailing league founded by Larry Ellison and Ru…
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Summer at the Firm: A Behind-the-Scenes Look at being a Summer Student, with special guests Blake, Frank and Nick!
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I decided to switch things up a bit for this episode, and invite on 3 people that I have been hanging out with all summer this year - our firm summer students, Blake, Frank and Nick! Don't worry - the word "tax" does get brought up at some point in this episode :) But the main purpose of this episode was to share a little bit about what it is like …
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Sunaina Sinha - Raymond James
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Sunaina Sinha Haldea is the Global Head of the Private Capital Advisory group. Prior to joining Raymond James, she was the founder and Managing Partner of Cebile Capital, a placement agent and secondaries advisor, which was acquired by Raymond James, a Fortune 500 and NYSE-listed company, in May 2021. Under her leadership, Cebile Capital quickly be…
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Jeff Henningsen on Middle Market Musings
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In this special episode of Northstar’s Private Equity Fast Pitch, we shine the spotlight on our usual host, Jeff Henningsen, as he steps out from behind the microphone to become the guest of honor. Join Greg and Charlie as they delve into the fascinating life and career of Jeff, President and CEO of Lockton Companies – Texas Series. From his early …
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Episode 55 Les Alexander, Jefferson Capital & UVA Darden School of Business
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Les Alexander takes MMM on a picaresque back-and-forth between the lowlands of Louisiana and the rolling hills of Virginia. Childhood in New Orleans, college at UVA, a private equity and business career back home, then a return to Charlottesville as an endowed professor. The lively discussion covers such critical questions as the right way to say “…
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Musings of a Tax Chick: "Discovering" Discoveries...
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Check out this episode for information on upcoming conferences where you can find me as a guest speaker, along with some information on the Tax Court of Canada, including the role of "discoveries" in a tax hearing. RESOURCES DISCUSSED ON THIS EPISODE Tax Court of Canada - Your Day in Court ATAP Canada Accountex HERE ARE SOME OTHER WAYS TO CONNECT W…
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Greg Belinfanti - One Equity Partners
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During his tenure at OEP, Mr. Belinfanti has worked on a number of investments in the healthcare and business services industries and has led many of OEP’s healthcare transactions. Mr. Belinfanti is a member of the Board of Directors of AdaptHealth, Alorica, Ernest Health, Infucare RX, Montgomery Transport, and Prime Time Healthcare and has previou…
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Musings of a Tax Chick: Summer Sweets and Legal Treats - Navigating GAAR and Baking Bliss
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Have you heard of the "GAAR"??? GAAR stands for the "general anti-avoidance rule" and it gives the federal government broad powers to prevent transactions they deem to be against the purposes of Canadian tax law. Why do we care about GAAR? Well, it should be a factor to consider each and every time that you engage in tax planning, as if it applies,…
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Episode 54 Gabriel Gomez, O2X Human Performance
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Another episode, another chat with a Navy pilot / SEAL team member / US-Senate candidate / private equity star / private company CEO….Gabriel Gomez stops by to talk about his boyhood in Washington state, his extraordinary military service, and his post-HBS success in business, including his most recent venture as CEO of O2X Human Performance, which…
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All Women are Athletes with Dawn Scott
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Join us as we delve into the groundbreaking realm of sports science and performance coaching with Dawn Scott, a pioneering performance coach and sports scientist whose illustrious career spans prestigious roles with the U.S. and England Women's National Teams, FIFA, UEFA, and MLS. Dawn's passion for sports ignited during her childhood, playing foot…
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Adam Feinstein - Vesey Street Capital Partners
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Adam Feinstein is the Managing Partner of Vesey Street Capital Partners. Mr. Feinstein has 30 years of investment experience exclusively in the healthcare services sector. Prior to founding Vesey Street Capital Partners in 2014, he was a Managing Director on Wall Street and a healthcare industry executive. He held the position of Senior Vice Presid…
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Navigating Midlife: A New Era of Care with Midi Health
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Menopause and perimenopause can be daunting, with symptoms impacting every facet of a woman’s life. Despite affecting millions, women often suffer in silence, as the healthcare system has long overlooked the demographic of women above the age of 40, leaving menopause under-discussed and under-treated. In this episode, we sit down with Muse Capital …
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Hormone Hacking with Eli Health
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Hormones play a critical role in women’s health, influencing everything from menstrual cycles, fertility, menopause to overall physical and mental well-being. Despite their importance, hormones often remain a mystery. Eli Health aims to improve lifelong health through continuous hormone monitoring. Using groundbreaking saliva-based continuous hormo…
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Episode 53 Jeff Giles, Core & Main
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Jeff Giles is the latest deal professional to run out of excuses and end up in the MMM studio. He is Executive Vice President for Corporate Development at Core & Main, a St. Louis-based publicly traded specialty distributor focused on water, wastewater, storm drainage and fire protection. Andy and Charlie join Jeff in recounting his days as a priva…
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Draft Capital Gains Legislation... what do you need to know?
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What happens when two tax fanatics who are passionate about tax education get together to talk about draft tax legislation??? Check out this episode to find out! So excited to have my friend, and fellow tax enthusiast, Henry Shew, on the podcast today to chat about the draft legislation that the Federal Government released on June 10, 2024 relating…
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Brad Armstrong - Lovell Minnick Partners (LMP)
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Brad is a Partner of LMP and a member of its Investment Committee. He joined the firm in 2009. Prior to LMP, Brad was part of the Financial Institutions Group at Bank of America Merrill Lynch, where he focused on M&A and capital raising transactions for the firm’s investment banking clients. Previously, Brad was an Assistant Vice President in Bank …
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The Heart of Muse Capital: Our Story and Purpose
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Women’s health has been overlooked and understudied for too long. Muse Capital is here to change that as one of the leading female-led venture funds investing in companies that should exist. In the inaugural episode of The Future Of How We Care Podcast, join hosts Assia Grazioli-Venier and Rachel Springate as they delve into the origins and evoluti…
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Musings of a Tax Chick... Toronto, STEP Canada, and new legislation...
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Just got home from a fantastic week in Toronto at the STEP National Conference! In this mini-episode, I provide an overview of what I learned, give a sneak peek at upcoming episodes, and share my favorite restaurant spots in Toronto. Oh, and did you hear that the Federal Government plans to release draft legislation on the capital gains inclusion r…
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Devon Kirk - Portage Capital Solutions
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Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund’s overall strategy. She is based in Toronto, Canada.…
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Episode 52 Jeff Henningsen, Lockton Companies
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This episode features: a University of Missouri starting quarterback who tackled Brian Bosworth, a hardworking youthful entrepreneur, a standout networker in the M&A industry, a pioneer podcaster and a leader in the field of insurance / due diligence. Not five guests! Just one – Jeff Henningsen, President and CEO of Lockton Companies – Texas Series…
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Episode 51c Steve Hunter, TM Capital
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Steve was the one “first time, long time” guest in the DealMax extravaganza. Even so, he is as cool as the other side of the pillow in recounting his activities as TM’s head of sponsor coverage and the firm’s recent acquisition by Janney Montgomery Scott. Steve and Andy trade friendly competitive observations on the Braves and Phillies while Charli…
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Episode 51b Gretchen Perkins, Avance Capital Management
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If this were a Friends episode, it would be “The One Where Gretchen Shows Up With a Glass of Wine.” Gretchen blows the doors off with insights into Avance’s deal activity, the current temperamental condition of the M&A market, and her own turn as DealMAX conference chair a few years ago. A discussion of her “walk on” music at that event leads to Ch…
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Welcome to the Muse Capital Podcast. Muse Capital is a female founded venture firm laser focused on backing early-stage consumer tech companies driving the future of how we care, play, and live. In this first series, The Future of How We Care, hosts Assia Grazioli Venier and Rachel Springate speak with visionary founders who are redefining what it …
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Advice to Young Professionals and College Students
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Today's special episode isn't just about giving advice. It offers valuable insights into life's journey, including the highs and lows, shared by top professionals in private equity and investment banking. We've put together a video showcasing college photos of our speakers, linking their past experiences to the present. Join us as we explore their …
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Episode 51a Brent Baxter, Association for Corporate Growth
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Brent returns to the big stage for his first DealMax conference since assuming the reins as ACG’s CEO. He shares some impressive numbers on this year’s event – more than 3,000 attendees and an estimated 35,000-40,000 meetings. Then interesting discussion on how ACG is keeping pace with the industry’s desire for more informed and qualified interacti…
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Guiding Generosity: Navigating Donor-Advised Funds
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I want to let you in on a little secret... you do not have to be a billionaire in order to be philanthropic. There are many ways to give to charity, including gifts of your time! But in today's episode, I am chatting with my guests about a specific vehicle for charitable giving - the "donor-advised fund" or "DAF". It is a really neat alternative to…
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Women and Climate Justice: Women's Rights and Climate Change
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Women and Girls on the Climate Change Frontline: Navigating Climate Change, a podcast series that shines a light on the women and girls leading the fight against climate change in the least developed countries. In this episode, we explore the intersection of Women's Rights and Climate Change. Our guests discuss the importance of climate justice, hi…
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Musings of a Tax Chick... Boardroom Dilemmas: Navigating Director Liability
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Huge thank you to my listeners as we have now surpassed 30K downloads, and have managed to stay in the top 100 business podcasts on Apple Podcasts over the past 5 - 6 weeks! In this episode: I provide an update on what has happened since the Federal Budget - turns out we actually still have zero clarity on the capital gains inclusion rate changes. …
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Jeff Miehe - Windjammer Capital
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Jeff is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Together with the other Managing Principals, Jeff is responsible for the overall strategic direction of the firm and management of the investment staff, diligence/operating protocols, the partnerships, and administrative functions.…
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Musings of a Tax Chick... so I filed my tax return, now what??
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Anyone else feel like filing your tax return can be a bit anti-climactic? In today's mini-episode, I am sharing my tips for what you should do post-tax season including: - checking your assessment - making arrangement for payment - organizing your documents - getting ready for next year! RESOURCES DISCUSSED ON THIS EPISODE: How to make a payment at…
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Musings of a Tax Chick - Have you received a letter from CRA after filing your tax return?
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The countdown is on... only a few days left to the end of the Canadian personal income tax season! If you have already filed your return, but not yet received your notice of assessment, have you received a letter from CRA asking for more information? In the last couple of days, a number of my clients have reached out for help after receiving letter…
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Gregory Bondick - Windjammer Capital
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Greg is a Managing Principal at Windjammer Capital, where he co-leads the firm’s Management and Investment Committees. Greg has over 30 years investment experience including 24 years of private equity investing since joining Windjammer in 2000 to help establish the firm’s East Coast presence. In conjunction with Windjammer’s other Managing Principa…
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Federal Budget 2024 - Musings of a Tax Chick
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You asked for it... an episode on the 2024 Federal Budget geared towards non-tax practitioners! I fully intended to make this a mini-episode, but there was just SO MUCH to discuss, that I ended up talking for over 30 minutes - I hand-picked a few of the key changes to discuss, but if there are other items you would like me to address in a future ep…
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Scott Reed - HighVista Strategies
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Scott is a Partner at HighVista Strategies where he co-leads the firm’s Private Equity strategy and is a member of the Private Equity Investment Committee. He joined HighVista in 2023 as part of its acquisition the former FLAG Capital Management business from abrdn. Prior to joining FLAG in 2007, Scott was a Principal at Portico Capital LLC, and a …
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Episode 50 Christina Pai, Fort Point Capital
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Christina Pai is a partner at Fort Point Capital, a Boston-based private equity firm focused on service businesses with high growth potential. This episode begins and ends with Christina and Charlie swapping captivating Boston sports insights. In between, she charts her Massachusetts childhood, college at Dartmouth, and path to her current role at …
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Nate Wasson - HalBar Partners
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Nate Wasson is Co-Founder and Chief Investment Officer of HalBar Partners. Based in Chicago, Nate leads strategic fund initiatives related to the research and development of HalBar Partners’ investment theses. He is responsible for investment management, impact strategy, and leadership of the firm. He also serves as a Co-founder and principal membe…
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Episode 49 Mark Chesen, SSG Capital Advisors
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Mark Chesen is a founder and managing partner at SSG Capital Advisors, a special situations-focused investment bank that has completed more than 400 transactions since its founding in 2001. Mark zips through growing up in Iowa, college at the University of Texas and an early stint in public accounting before turning to the wide world of investment …
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TFSAs - breaking down what you need to know! (with special guest, Evan Neufeld)
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Kicking off SEASON 5 of The Tax Chick Podcast with a special guest episode featuring fellow Saskatoon podcaster and Certified Financial Planner, Evan Neufeld! Tax Free Savings Accounts, or "TFSAs" - such a fun acronym! You likely have this type of investment, and are aware that one of the perks of a TFSA is that the growth accrues tax free... but a…
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Musings of a Tax Chick... overview of Season 5, and life update!
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Season 5!!! How did that happen? Check out this mini-episode for a brief trip down memory lane on the history of this podcast, a sneak preview of what is coming for this season, and a life update. HERE ARE SOME OTHER WAYS TO CONNECT WITH ME: My website! Email: thetaxchickpodcast@gmail.com @tax.chick (IG) LinkedIn Be a "Tax Chick VIP"…
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Musings of a Tax Chick... Advanced trust topics!
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This is Part 2 of the mini-episodes on all things trusts! If you have mastered the basics, check out this episode for a discussion of some more advanced topics including: - Adding or Removing Beneficiaries (1:20) - Alter Ego and Joint Spousal Trusts (4:05) - Family law implications (9:13) - Corporate association issues (11:40) - Ongoing maintenance…
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Musings of a Tax Chick... Bare trusts and trust reporting rules
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UPDATE: March 28, 2024 (1:15 p.m.) CRA just released an update on bare trust filing requirements, and has advised that CRA will not require bare trusts to file a T3 Income Tax and Information Return (T3 return), including Schedule 15 (Beneficial Ownership Information of a Trust) for the 2023 tax year, unless the CRA makes a direct request for those…
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Musings of a Tax Chick... Trusts 101
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Have you noticed that everyone seems to be talking about trusts these days??? Seemed like an appropriate time to release a few mini-episodes on the topic. If you are looking for some foundational information on trusts, check out this episode. I cover topics like: - What is a trust? (2:02) - The three certainties (4:40) - Reasons why a trust may be …
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Jesse Serventi - Renovus Capital
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Jesse Serventi is a founding partner of Renovus Capital Partners. Founded in 2010, Renovus is a lower middle-market private equity firm specializing in the Knowledge and Talent industries. From its base in the Philadelphia area, Renovus manages over $1.5 billion of assets across its several sector focused funds. Mr. Serventi is actively involved in…
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