Welcome to the The Meeting Gg podcast where you’ll meet fictional character Gg created by Amy Knapp when she “needed a new friend.” What does that mean? “Needed a new friend?” Why did she need a new friend? In each episode a treasured guest reads from one of the many Meeting Gg stage plays and discusses the details with Amy. So let’s sit back and enjoy. Who’s Meeting Gg today?
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Charlie reads memoirs and talks about what she learned, so she can write her own.
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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Growth & Failure is a podcast that salutes the doers, knowing that growth is born from action, struggle, and perseverance. Our mission is to initiate productive conversations, and champion action with a 'win or learn’ growth mindset. The show highlights unique interviews with entrepreneurs, investors, athletes, pioneers of all types - and shares their personal and professional journey with a slight twist. Join Creator/Host, Yinh Hinh, as they discuss their mistakes, their failures and the le ...
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Welcome to "Chamber Live," the dynamic podcast hosted by the Greater Statesville Chamber of Commerce, where business meets community! Join your hosts, Shannon Viera and Nicole Kershner, as they delve into the heart of Statesville, NC, bringing you insightful conversations with local entrepreneurs, business leaders, and community influencers. In each episode, Shannon and Nicole explore the diverse landscape of Statesville's business scene, uncovering the stories behind the storefronts and the ...
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Hal Liebes, COO – Alger (EP.37)
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Hal Liebes is the COO of Alger, an investment firm known for its bottom-up fundamental research process that was founded in 1964. Hal joined Alger in 2005 as they were rebuilding the firm after losing 35 of its 55 employees on 9/11. Hal shares how curiosity and knowing how you work is crucial for finding the right type of role for career happiness.…
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Jim La Creta, CTO – Brandeis University (EP.36)
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33:22
Jim La Creta is the Chief Technology and Information Officer for Brandeis University. Jim shares a fascinating and different perspective on technology for an investment office and university broadly. We discuss his career path at Brandeis which started at the help desk 21 years ago to the CTO seat. He shares how he partners with the investment comm…
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Adam Weinstein, COO & CFO – New Mountain Capital (EP.35)
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50:27
Adam Weinstein is a Managing Director, COO, and CFO of New Mountain Capital, a $50 billion private equity firm focused on middle market buyout, credit, and net lease strategies. I really enjoyed this conversation because we focused on two critical elements of building investment firms: people and process. Adam discusses their investment committee g…
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Episode 49: My Salinger Year by Joanna Rakoff
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Here’s what I learned from My Salinger Year by Joanna Rakoff: How to write dialogue in a novelistic or cinematic way: Include details about the surrounding area. The weather, scenery, anything the characters interact with, other people in the room. This is especially useful at the start of the scene, and if/when the scene changes. When you add cont…
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Helaine Knapp - Founder & CEO of CITYROW
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42:22
In this episode - we cover: Helaine's professional journey from tech & marketing to founding CITYROW When she got bit by the rowing bug How she built the company from one studio in NYC into a national fitness brand with over 65 franchises Her exit and selling the business to WaterRower From her thrilling memoir, Making Waves, we discuss how "the be…
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Amy Wong - Co-Founder of Batch 22 Bakery
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40:05
In this episode - we cover: Amy's journey from a career in tech and product marketing to building a cookie kingdom. How her cookie crumbled...why she left her 9am-5pm only to work 6am-3am Changing lives one oatmeal raisin cookie at a time What happens when she follows (and feeds) her gut Please enjoy this episode with the fantastic Amy Wong. To lea…
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Steven Schwab, GC and CCO – Thoma Bravo (EP.34)
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Steven Schwab is the GC and CCO for Thoma Bravo, a $142 billion private equity firm that invests in growing software and technology companies. Prior to joining Thoma Bravo in 2015, Steven practiced law at Winston and Strawn and Katten Munchin. Steven shares how to make best use of your legal resources. He shares his thoughts on when to bring legal …
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Sam is back to discuss more marital arguments, though he insists they rarely argue while Charlie insists they argue plenty.
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Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33)
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Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…
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Chamber Live with Hosts Shannon Viera and Nicole Kershner | Guests Michele Knapp and Amy Freeze with Fifth Street Ministries | 06.26.24
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27:50
Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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I submitted a personal essay to the New York Times weekly column, Modern Love. In this episode I talk about how I learned about the column, how I decided to submit an essay under my real name, and a little context for what the essay is about. References: 39 Submission Tips for Modern Love Estelle Erasmus interviews: Noah Michelson Joanna Rakoff Abi…
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Taimur Hyat, COO – PGIM (EP.32)
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48:58
Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…
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Hank Boughner, CEO – Dynamo Software (EP.31)
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This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …
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Darshan Desai, COO – Beach Point Capital Management (EP.30)
48:22
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48:22
Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …
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Episode 46: Three Sobriety Memoirs
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Here’s what I learned from three sobriety memoirs: The Night of the Gun by David Carr: Interview the people from your past. It doesn’t have to be formal or recorded. It could be as simple as a text message to see what they remember about the event. This can accomplish three things: It’s a way to add more details into your story. It allows the perso…
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Amy Knapp, COO – Corsair Capital (EP.29)
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37:11
Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…
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Nasdaq Solovis at Verger Capital (EP.28)
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33:59
This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…
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[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
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Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…
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Karl Sprules, COO – AllianceBernstein (EP.27)
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Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…
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Episode 45: Drinking: A Love Story by Caroline Knapp
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Heres’s what I learned from Drinking: A Love Story by Caroline Knapp AND The Elements Of Eloquence by Mark Forsyth. Anaphora is when you start each phrase, sentence, or paragraph with the same word or words. But be careful: readers always remember the opening words but often forget the rest. So when using anaphora, be intentional about what you wan…
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Michael Lukasek, Managing Director – University of Pennsylvania (EP.26)
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Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…
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Jeanna Liu - Founder of Cowbell Plant Co.
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54:06
In this episode - we cover: Jeanna's journey from MIT alum to Wall St Banker to Entrepreneur How she came up with the idea to create a self-watering technology and focus on taking the stress out of plant care Where she came up with the name Cowbell (Hi Will Ferrell!) What happens when you put aside the "should" mindset and pursue what you're curiou…
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Episode 44: Writing Under A Pseudonym
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Do you want to write under a pseudonym or not? I have been writing as Charlie Bleecker for over four years. If you want to give it a real go, commit to it for a year. Do my friends read my writing? No. Does my family read my writing? No. That is the whole point. If you care at all about growing your audience in a time span of less than 10 years, do…
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Chamber Live with Host Nicole Kershner with Guest Kevin Smith of Doosan Bobcat | 04.10.24
20:40
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20:40
Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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Lawrence Miller, CTO – Wilshire (EP.25)
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45:55
Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is whe…
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Episode 43: Life On Delay by John Hendrickson
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51:56
Here’s what I learned from Life On Delay by John Hendrickson: On Structure: When you open with a big event, where something big is about to happen, it creates suspense. The opening is a pivotal moment. There was life before this moment, and then there’s life after. Around ¾ of the way through the book he comes back to this moment and finishes the s…
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Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24)
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34:54
Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses…
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Episode 42: How Tracy Austin Broke My Heart by David Foster Wallace
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Here’s what I learned from How Tracy Austin Broke My Heart by David Foster Wallace: Rather than tell us how bad the memoir was, he lists eight (eight!) examples—all quotes from the book. Later, he explicitly tells us how bad TV interviews of top athletes are, then gives two very long and detailed back-to-back examples to make his point. The best me…
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Terry Thompson, COO – Berkshire Partners (EP.23)
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37:39
Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity capabilities in 2007. Terry shares how his background across 8 different industries helped him land the role at Berkshire. We talk about how to quickly transition into a new industry, how to assess a…
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Episode 41: My Fair Junkie by Amy Dresner
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Here’s what I learned from My Fair Junkie by Amy Dresner: Amy Dresner is the second memoirist I’ve read who had a life changing moment with a breathwork teacher—Glennon Doyle was the first, in Love Warrior. So I found a breathwork person near me and did it! I don’t know if it was life changing but I definitely had a moment. Character intros should …
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Chamber Live with Hosts Shannon Viera and Nicole Kershner with Guest Jeff Smith of Piedmont HealthCare | 02.28.24
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31:14
Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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Jason Ment, COO - StepStone Group (EP.22)
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53:37
Jason Ment is the president and Co-COO of StepStone Group, a global private markets investment firm focused on providing customized investment solutions, advisory and data services on behalf of clients representing $659B. I really enjoyed this wide-ranging discussion on what is just around the corner in private markets. We cover his career path fro…
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Intelligo at Stonehaven Partners (EP.21)
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49:20
Today Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI to uncover facts in a fraction of the time. I sat down with Brian Gaffney of Stonehaven Partners to discuss the common challenges with background checks and how Intelligo helps his team streamline and scale…
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Episode 40: Lost & Found by Kathryn Schulz
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Here's what I learned from Lost & Found by Kathryn Schulz: Create tension by pairing repetition with opposites. Add playfulness by pairing something literal with something figurative. Show don’t tell: how can you show us you’re crying without telling us? Also… an update on my memoir!
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Dr. Sonia Gupta - Founder of AlohaBrite
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49:45
In this episode, we cover: Sonia's failed attempt at MatLab How seeing an Operation Smile flyer changed her life Why she takes one mission a year Becoming an entrepreneur and founding AlohaBrite How much sugar we really should consume Please enjoy this dose of pure Aloha! To learn more about Sonia and AlohaBrite, you can visit: https://alohabrite.c…
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Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20)
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41:06
Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners, a private investment manager with $58B in assets. Steve discusses his early career in public accounting and the nuances of transitioning to a client. He then shares what makes Adams Street unique and how their operations has evolved over time while striving to kee…
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Episode 39: In The Dream House by Carmen Maria Machado
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Here’s what I learned from In The Dream House by Carmen Maria Machado: I can write a cohesive story that is made up of little stories, all strung together with a unifying theme. When writing about moments of inebriation or vulnerability, it’s funny to include present-tense comments of your thoughts at the time, like a question you thought, or somet…
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Stephanie Withers, Senior Manager Investment Operations – W.K. Kellogg Foundation (EP.19)
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Stephanie Withers is the Head of Investment Operations at the WK Kellogg Foundation Investment Office, an $8 billion private foundation. I really enjoyed Stephanie’s authenticity to make the world and her investment office a better place. We cover their initiatives on DEI in what they call their Expanding Equity Program. This program is unique in t…
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Chamber Live with Hosts Shannon Viera and Nicole Kershner with Guests Melinda and John Childress | 01.24.24
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32:31
Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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Maya Enista Smith - Kindness Champion
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In this episode, we cover: How a dream with purple pants changed her life Creating the Born This Way Foundation with Lady Gaga Building a kinder, braver world for young people Ways to strengthen your kindness muscle Please enjoy this conversation with the kind, the brave, the incomparable - Maya Enista Smith. To learn more about Maya, you can visit…
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Episode 38: A Life's Work by Rachel Cusk
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Here's what I learned from A Life's Work by Rachel Cusk: -Sometimes your experience of something is enough, sometimes it’s all there is. You don’t have to share wisdom or lessons; you could just tell people what happened, and there's value in that. -When you include disclaimers you water down the thing you were trying to say. It takes away from the…
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Beth Gilje, Founder – Union Park Consulting (EP.18)
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Today’s Sponsored Insight features Beth Gilje, the founder of Union Park Consulting, a leading investment operations consulting firm that provides operational and technical consulting to some of the world’s leading institutions and family offices. Prior to founding Union Park, Beth worked at the investment office of the University of Pennsylvania f…
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Chamber Live with Hosts Shannon Viera and Nicole Kershner with Guests Brittany Marlow and Liz Petree | 01.10.24
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Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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Episode 37: Happy New Year!
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Sam is back! And Charlie sucks at parenting.
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Shaun Ng, COO – Cleveland Clinic Investment Office (EP.17)
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Shaun Ng is the Managing Director of Risk, Analytics, and Investment Operations at the Cleveland Clinic Investment Office. Shaun joined Cleveland Clinic in 2016 after working over 10 years at the World Bank. He shares how they created their investment office from scratch after the board opted to insource their investments from an OCIO. We later tur…
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Frank Perez, MD, Head of ODD – Makena Capital (EP.16)
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1:12:02
Frank Perez is a Managing Director and Head of Operational Due Diligence at Makena Capital, an OCIO whose roots emanate from Stanford’s Endowment. Prior to joining Makena in 2015, Frank was engaged in ODD efforts at Saguenay Strathmore Capital, Morgan Stanley and UBP where he focused on private equity, real estate, and hedge fund investments. Frank…
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Episode 36: The Liars' Club by Mary Karr
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Here’s what I learned from The Liars’ Club by Mary Karr: If I want to tell stories from my past that involve family members, I can ask them how they remember the same story and include their perspective by saying things like, “If I gave my big sister a paragraph here, she would correct my memory. To this day, she claims…” or “Lecia says that…” or “…
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Chamber Live with Hosts Shannon Viera and Nicole Kershner with Guest Jill Galliher | 12.13.23
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23:28
Join hosts Shannon Viera and Nicole Kershner in the heart of Statesville, NC, as they shine a spotlight on our long-standing Greater Statesville Chamber of Commerce member businesses in the local community. From beloved hometown favorites to the businesses that have been with us for years, the Greater Statesville Chamber of Commerce Podcast delves …
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Aimée Eubanks Davis - Founder and CEO, Braven
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53:50
In this episode, we cover: - Growing up in the south side of Chicago - Early lessons in economic mobility - Working at Teach for America for 13+ years - Founding Braven - Wage gaps in high vs low income graduates - How preparation leads to confidence Please enjoy this conversation with the incredible, Aimée Eubanks Davis To learn more about Braven,…
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Dan Houlihan, CEO – STP Investment Services (EP.15)
39:48
39:48
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Leuk
39:48
Today’s Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers. Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he wa…
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