Best Dave Rothschild Podcasts (2024)

1
B2G Sales Cycles and Relationship Building With Alex Love 40:42

5h ago40:42

40:42

Alex Love is the VP of Marketing Communications at RIVA Solutions, an IT government contractor on the Inc. 5000 list. With over 15 years of experience in marketing and communications, she specializes in public-sector marketing, branding, and employee engagement. Alex is known for her ability to construct lean, impactful MarCom teams using her in-de…

1
ABM and Content-Driven Growth With Joshua Shulman 52:37

16d ago52:37

52:37

Josh Shulman is the Head of B2B Marketing at Innovecs, a global technology company recognized on the Inc. 5000 list for five consecutive years. With a master’s degree in marketing and over six years of B2B growth experience, Josh has honed his expertise in account-based marketing (ABM), content, and distribution strategies. His diverse background s…

1
Episode 43: Pay-to-Play Rule 6:12

23d ago6:12

6:12

Quick hit today to remind investment advisers about the SEC’s pay-to-play rule; formally known as Advisers Act Rule 206(4)-5. You may have heard that there’s a little election coming up here in November, and you may be emptying the piggy bank in support of your candidates of choice. Before going too hog wild though, make sure you brush up on your p…

1
Episode 42: Form N-PX 6:51

11d ago6:51

6:51

Exciting times this month, as certain institutional investment managers are gifted a new regulatory filing requirement! Key Points From This Episode: What is Form N-PX? Who has to file it? What needs to be reported? What is the deadline? Disclaimer: This show is for informational purposes only. Nothing presented here constitutes legal advice. Token…

1
Breaking Down AI for Marketers with Joya Scarlata 29:33

29d ago29:33

29:33

Joya Scarlata is the Director of Digital Marketing for InterraIT, a B2B IT service firm with over 25 years in the industry. With over a decade of contributing to the company’s brand, her expertise encompasses marketing in the tech domain. During the pandemic, Joya delved into the world of AI chatbots and their functioning, which led her to a broade…

1
Episode 41: Supreme Court Smackdown 10:18

1M ago10:18

10:18

On back-to-back days in late June, the US Supreme Court issued two decisions that reasserted judicial primacy in statutory interpretation and dealt a blow to executive authority. The cases were SEC vs Jarkesy and Loper Bright Enterprises v. Raimondo, and together they demonstrate a Supreme Court deeply skeptical of the administrative state and of a…

1
Breaking Down Marketing Creativeness in IT With Madison Rothschild 30:55

1M ago30:55

30:55

Madison Rothschild is the Marketing Manager at GSI, an IT services provider specializing in ERPs and cloud solutions. With a background in broadcasting and telecom, as well as a master's in marketing and professionalism, her journey took her from the theme park industry to the complex world of tech. Excelling in brand management and public relation…

1
Episode 40: Florida Private Fund Exemption 4:47

2M ago4:47

4:47

Last summer, the Sunshine State passed into law a new private fund exemption for investment advisers operating in Florida. It went into effect on Oct 1 last year, and thus FL has belatedly joined the community of states taking a lighter regulatory stance toward private fund managers. Key Points From This Episode: Why this is great news for fund man…

1
Navigating AI for Web UX and Organizational Psychology With Erin Sucher-O’Grady 50:56

1M ago50:56

50:56

Erin Sucher-O'Grady is a Senior Strategist and leadership team member at Integrity XD, a St. Louis-based UX agency serving Fortune 500 companies and local businesses. With a robust history of leading marketing teams of all sizes, Erin brings a wealth of experience, contributing to the broader conversation through consulting, writing, and podcasting…

1
Mastering Social Media Management in Today’s Marketing Environment With Hailey Pomara 24:50

2M ago24:50

24:50

Hailey Pomara is the Marketing Manager at ARK Technology Consultants and the Social Media Manager for the Mineola School District, where she innovates the educational space through strategic social media management. With a focus on portraying the uniqueness and forward-thinking nature of the Mineola School District, Hailey showcases the district's …

1
Episode 39: SAB 121 8:00

2M ago8:00

8:00

It’s not everyday that I do a podcast episode about super technical banking rules. It’s also not every day that the president vetoes bipartisan legislation in an election year. But here we are…. Key Points From This Episode: What is SAB 121? Why do crypto degens hate it? Why do ordinary Americans hate it? Why does Tony the Mechanic love it? Disclai…

1
Simplifying Healthcare and Marketing With AI: Breaking Down Myths and AI Usage With Ben Brown 38:29

2M ago38:29

38:29

Ben Brown is the Vice President of Marketing at AKASA, a cutting-edge AI and automation provider for hospitals' revenue cycle management. With a history of shaping multiple AI-centric companies, Ben's expertise spans media, tourism, restaurants, and, most recently, healthcare with a focus on analytics. At AKASA, he leverages generative AI solutions…

1
Navigating Life Sciences Marketing: Compliance, Technology, and Innovation With Kate McQuade 35:20

2M ago35:20

35:20

Kate McQuade is the Vice President of Marketing at P360, a pharma software company specializing in business technology development and implementation for pharmaceutical and life sciences companies worldwide. With over two decades of marketing expertise, notably in the technology and life sciences sectors, Kate leverages technology and innovation to…

1
Episode 38: RIP Private Fund Adviser Rule 7:59

3M ago7:59

7:59

Big news today (June 5) as the 5th circuit court of appeals VACATED the SEC’s private fund adviser rule!! Go back and listen to Episode 21 if you want to waste your time hearing all the details of this now-defunct rule. Special Note: you may notice while listening to today’s episode that I mistakenly refer listeners to Episode 29 for my full PFAR b…

1
Breaking down Revenue Operations and AI in IT Marketing With Joey Sciarra 45:12

3M ago45:12

45:12

Joey Sciarra is the Director of Performance Marketing at Tensure, an IT consulting firm and Google Cloud Premier Partner specializing in next-gen cloud infrastructure, data engineering, and application. With a multifaceted background ranging from leading a business development firm to extensive experience in sales and marketing, Joey offers a uniqu…

1
Episode 37: Tornadoes, Samourais and Money Transmitters 12:01

3M ago12:01

12:01

Today’s episode is all about the government’s attempts to jam the square peg of crypto mixers Tornado Cash and Samourai Wallet into the round hole of unlicensed “money transmitters”. But to grasp the full story, we need to understand some basic terms. Like “money transmitter”. Key Points From This Episode: What are (were?) Tornado Cash and Samourai…

1
New Things We’re Trying This Summer - Season 4 Recap - The Camp Owners Podcast #58 49:20

3M ago49:20

49:20

Find full show notes and links at: https://gocamp.pro/ownerspod/season-4-recap Thanks for another great season of the Camp Owners Podcast! Here’s a special send-off from Howie and Kelly. On this last episode of The Camp Owners Podcast season 4, Howie and I are putting a wrap on the season. We are talking about some of our biggest takeaways from som…

1
Revamping Traditional Marketing Tactics With Dave DelVecchio 41:27

3M ago41:27

41:27

Dave DelVecchio is the Vice President of Marketing and Communications at Sourcepass, a full-service IT service provider focused on innovating the industry. A seasoned professional with over 30 years in IT services, Dave designs and leads marketing efforts at Sourcespass, leveraging his background in marketing, business management, and technology. P…

1
Episode 36: Adviser Integration 9:31

4M ago9:31

9:31

Last episode we dissected the SEC’s “venture capital fund” definition and discussed how, if an adviser manages only VC funds, there is no AUM ceiling on its ability to remain exempt from registration. If that same adviser manages money for any non-Venture capital fund, it has to register as an investment adviser once AUM hits $150mm. This can lead …

1
Episode 35: Venture Capital Funds 11:07

4M ago11:07

11:07

Like I mentioned back in Episode 2, there are some down sides to relying on the private fund exemption – at the SEC level, the only “down” side is an AUM ceiling after which you have register (150mm…see ep 32). But many states require extra stuff if you’re managing any 3c1 funds: this varies by state, but many impose annual audit requirements and e…

1
Can We Teach Gen-Z Initiative? - with Emily Golinsky - The Camp Owners Podcast #57 1:01:36

5M ago1:01:36

1:01:36

Find full show notes and links at: https://gocamp.pro/ownerspod/initiative Where has initiative gone on our teams and what can we do about it? We are really excited to have Emily Golinsky on the Podcast. Emily is a long-time camp professional, and now a trainer and consultant whom many of us in the industry are familiar with from Tri-State and othe…

1
Episode 34: Management Company Operating Agreements 7:56

5M ago7:56

7:56

One of the underappreciated tasks a new fund manager needs to complete is its management company operating agreement. This is the agreement among the principals of the management company that controls how the entity is governed, how economics are split among the principals, etc. Key Points From This Episode: Why is it important to paper these agree…

1
There is No Off-Season for Staff Engagement! - with Shoshi Rothschild - The Camp Owners Podcast #56 1:06:04

6M ago1:06:04

1:06:04

Find full show notes and links at: https://gocamp.pro/ownerspod/staff-engagement Staff Engagement is a HUGE part of the job of every full-time camp professional…even Camp Owners! While we have spent a good portion of the season on the various ownership and leadership models in the industry, we have decided to jump into a topic that is always on our…

1
Episode 33: Tokenized Funds 9:16

6M ago9:16

9:16

Recently, it seems like tokenizing things is all the rage. Everybody wants to talk about tokenizing real estate or art or securities or any other “real world asset”. Heck, even “RWA” has become a commonly understood acronym to describe things that exist in tangible form, as opposed to just digitally. Well, private investment funds are no different,…

1
Episode 32: Annual ADV Amendments! 6:25

6M ago6:25

6:25

March Madness means something different for compliance professionals and investment management lawyers: it means a crush of ADV Amendments! Tune in to today’s episode for some nice bedtime listening about the ins and outs of one of the world’s least interesting regulatory filings. Key Points From This Episode: Who files a Form ADV? When are regular…

1
Next-Gen Journeys - LIVE from the OCA Conference - The Camp Owners Podcast #55 55:44

6M ago55:44

55:44

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/next-gen What does the other side of succession look like? This season of the Camp Owners Podcast, we’ve been focusing a lot on the future. From AI, climate change and succession, we’ve been encouraging Camp Pros to think about the intentional decisio…

1
Full Time Pipeline and Transitioning Leadership - with the Day Camp Pod - The Camp Owners Podcast #54 58:19

7M ago58:19

58:19

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/full-time-pipeline No one becomes a director overnight. We’re grateful to have the opportunity to share the Camp Owner’s Podcast feed with our good friends over at the Day Camp Pod. In this episode, host Andy Pritikin speaks with Taking over an existi…

1
Episode 31: My Cousin Vinny (aka Third Party Marketers) 5:49

7M ago5:49

5:49

What does My Cousin Vinny have to do with third party marketers? Tune in to today’s episode to find out! Hint: nothing. Key Points From This Episode: What makes My Cousin Vinny such a great movie? How can I pay my cousin commissions for selling interests in my fund? Why your cousin is unlikely to be moonlighting as a broker-dealer. Disclaimer: This…

1
Succession Isn't Always a Straight Line - with Adam Kaplan and Stephanie Hanson - The Camp Owners Podcast #53 1:04:37

8M ago1:04:37

1:04:37

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/succession-2 Succession doesn’t have to be a family affair… When people think of succession, it’s easy to think of it being a familial thing - a director’s kids taking over the family camp and moving it into the next era. But what happens if your kids…

1
Episode 30: CTA, Part Deux 7:43

8M ago7:43

7:43

A couple months ago, I did an episode discussing the Corporate Transparency and concluded that, while it’s annoying and kinda stinks, it’s not that big of a deal. Well, we’re now a couple weeks into the reign of the CTA and I’m back to tell you….I was wrong (kinda). Key Points From This Episode: Why CTA compliance might be annoying for your typical…

1
Episode 29: 2023 Year-End Overview 7:25

9M ago7:25

7:25

Christmas is right around the corner, and that can only mean one thing: Dave’s year-end podcast episode!! As we say goodbye to 2023 and its rock-bottom crypto prices, let’s raise a glass to the future, and open an ear to a quick rundown of the year’s most significant crypto and fund storylines. Key Points From This Episode: Turning 2022’s frown ups…

1
Episode 28: Management Company Structures 12:08

9M ago12:08

12:08

I talk to a lot of 1st time fund managers and one common mistake I hear is that they think the fund entity is their business. But it’s not. The fund is a passive investment vehicle. It might be the focus of your business; it might be your business’s only revenue source; it might take up almost all of your time; but your management company – not you…

1
Build the Staff Team of Your Dreams - with Professor Dave Malter - The Camp Owners Podcast #52 1:16:10

9M ago1:16:10

1:16:10

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/building-the-best-team Don’t just build it - grow it, sustain it, watch it thrive. All of us are constantly looking to make our teams better whether it's the addition of personnel who add fresh ideas, the re-organization of our team structure and role…

1
Episode 27: Corporate Transparency Act 6:58

9M ago6:58

6:58

Exciting (?) new law hits the books that will affect almost every business entity formed or operating in the United States! It’s the Corporate Transparency Act! Key Points From This Episode: What business entities are captured by the new law? What does the new law require? What is FinCEN? What kinds of entities are exempt from the CTA (hint, regist…

1
Strategies for Fostering Partnerships To Grow and Scale an Agency 38:14

9M ago38:14

38:14

Ben Fox is the Co-founder and Managing Director of FP Digital, formerly known as FlowPress, a back-office web support team and web development agency providing long-term care for web properties. At FP Digital, Ben utilizes his 10-plus years of experience in client and project management to oversee client service and project delivery. Ben is a seria…

1
Carlos Corredor on Outsourcing Top Talent in Latin America, Operational Needs To Consider, and Tips for US-Based Companies Wanting To Outsource Staff Overseas 42:40

9M ago42:40

42:40

Carlos Corredor is the Co-founder and CEO of Condor Agency, an ROI-driven digital marketing firm. He has 10 years of experience working in digital strategy and analytics and measuring the impact of marketing initiatives on business outcomes. Before Condor, Carlos was the Senior Manager of Digital Marketing and Analytics at Rise Interactive. In this…

1
B2B Marketing in the New Era: How To Create a Harmonious Relationship Between Sales and Marketing 47:24

10M ago47:24

47:24

Andrew Baird is the VP of Marketing at TierPoint, a leading IT infrastructure national provider, helping organizations drive performance and manage risk. Andrew’s path into B2B marketing was untraditional, previously working in various industries, including product development and financial services. Before TierPoint, Andrew contributed his experti…

1
Leveraging Data Analytics To Make Informed Decisions 20:55

10M ago20:55

20:55

Carlos Corredor is the Co-founder and CEO of Condor Agency, an ROI-driven digital marketing firm. He has 10 years of experience working in digital strategy and analytics and measuring the impact of marketing initiatives on business outcomes. Before Condor, Carlos was the Senior Manager of Digital Marketing and Analytics at Rise Interactive. Antonio…

1
Future-Proofing Your Camp - with Travis Allison - The Camp Owners Podcast #51 55:05

10M ago55:05

55:05

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/future-proofing What are you doing to be intentional about AI, Climate Change and all the other things changing around our industry? Join Travis Allison, camp industry veteran and Co-Owner of Go Camp Pro, as he explores the future of camping in this e…

1
Episode 26: Waterfalls 10:58

10M ago10:58

10:58

Today we’re keeping the performance-based comp discussion going and looking at “Carried Interest” or “Carry” for short: performance-based compensation for closed-end funds – VC, PE, etc. One big structural difference from open-ended funds is that the GP typically doesn’t get performance-based comp on paper (i.e., unrealized) gains. For a refresher …

1
Episode 25: Hurdle Rates 6:44

10M ago6:44

6:44

Building off our last episode’s discussion of performance allocations and high water marks, today we’re tackling hurdle rates. If you need more background on today’s topic, listen to Episode 24 first. Key Points From This Episode: What is a Hurdle Rate and how does it work? (Not so) surprising fact about Olympic gold medals. Hard hurdle rate vs Sof…

1
From Humble Beginnings to Heading an Inc. 5000 Digital Marketing Agency 17:29

11M ago17:29

17:29

Carlos Corredor is the Co-founder and CEO of Condor Agency, an ROI-driven digital marketing firm. He has 10 years of experience working in digital strategy and analytics and measuring the impact of marketing initiatives on business outcomes. Before Condor, Carlos was the Senior Manager of Digital Marketing and Analytics at Rise Interactive. Antonio…

1
A Different Approach to Succession - With Steve and Susie Baskin - The Camp Owners Podcast #50 1:08:48

11M ago1:08:48

1:08:48

Find full links and show notes at: Find full show notes and links at: https://gocamp.pro/ownerspod/succession-2024 Let’s Thoughtfully Plan for the Future of Our Camps! We are thrilled to kick off this season of the Camp Owners Podcast with Steve and Susie Baskin from Camp Champions! Like everything they do, Steve and Susie have an extremely intenti…

1
Episode 24: High Water Marks 8:44

11M ago8:44

8:44

Today we’re talking all about High Water Marks in a hedge fund-style vehicle. Of course, to understand HWMs, first you need a basic understanding of how performance allocations work, so we start there. Key Points From This Episode: Basic performance allocation mechanics. What is a High Water Mark and how does it work? A few ways to make it more com…

1
Episode 23: Expenses 13:34

11M ago13:34

13:34

What’s a fund expense vs a manager expense? Fund managers are often curious about what expenses they will be responsible for, and what expenses the fund will cover itself. This is especially important for first-time managers forecasting cash needs for their new management company business. For the most part, if you accurately and fully disclose to …

1
How Two Marketing Experts Transferred Their Skills To Start Their Agency 24:32

11M ago24:32

24:32

Carlos Corredor is the Co-founder and CEO of Condor Agency, an ROI-driven digital marketing firm. He has 10 years of experience working in digital strategy and analytics and measuring the impact of marketing initiatives on business outcomes. Before Condor, Carlos was the Senior Manager of Digital Marketing and Analytics at Rise Interactive. Antonio…

1
Episode 22: Late Summer News Roundup 12:39

12M ago12:39

12:39

Feels like a lot has been happening in the crypto world lately, and while none of these stories/events is individually worthy of its own episode, everyone loves the occasional news roundup. So in this episode we take a quick ride through some recent newsworthy events affecting The Space. Key Points From This Episode: Grayscale’s court win. Financia…

1
Episode 21: Private Fund Advisers Rule 17:39

1y ago17:39

17:39

Big news in Private Fund Land, as the SEC Commissioners on voted August 23rd to adopt one of the more significant new private fund-specific rules in recent memory. This one was about 18 months in the making (the rule was first proposed in early 2022), and while the final rule pared back the most overreaching aspects of the proposal, it still has fa…

1
Episode 20: Non-U.S. Fund Managers 9:08

1y ago9:08

9:08

If you’re a fund manager based outside the United States with no operations in the U.S., you may think American securities laws don’t extend to you. But if you’re seeking to raise capital from U.S. investors, you are wrong. As soon as you sell fund interests to even a single U.S. investor, you are selling securities in the United States (and you ne…

1
Episode 19: Ripple Wins (Mostly)!! 13:58

1y ago13:58

13:58

By now you’ve all heard the great news coming out of the Southern District of New York: Ripple defeated the SEC!! This is, no doubt, an enormous win for Ripple and the crypto community writ large, but it’s not the end of the fight. And and some of the hot takes you read on Twitter (or Threads?) are…less than accurate. Shocking, I know. On today’s e…

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