Best George Koster Podcasts (2024)

1
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships 32:33

2d ago32:33

32:33

In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

16d ago31:36

31:36

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…

1
The Future of Arts & Culture in California: Keynote Insights from the California Arts & Culture Summit 59:16

19d ago59:16

59:16

"Together we can create a world where arts and culture are recognized and invested in as essential to society, embedded in community life, and intersecting with broader policy change to reshape systems towards equity and justice." - Julie Baker Join us as we kick off our second season, celebrating the vibrant and resilient arts and culture scene th…

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

1M ago32:43

32:43

In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

1M ago26:21

26:21

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…

1
Discover the Artist Space Trust: Unlocking the Future of Housing for Creatives! 38:25

3M ago38:25

38:25

"The interesting thing about a Land Trust is that it's a split title, we'll split the title and the land trust will own the land forever. And then we'll either sell or lease the housing or creative space on top of it to artists" - Meg Shiffler Welcome to the finale of our series on affordable housing for the creative workforce, brought to you in pa…

1
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC 31:57

3M ago31:57

31:57

In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995…

1
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip 32:59

3M ago32:59

32:59

In this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, …

1
How to Buy Your Performance Space | CAST & CounterPulse Real Estate Model 1:00:31

3M ago1:00:31

1:00:31

"The resilience that we have to live through booms and busts and pandemics and continue to serve the community, continue to drive foot traffic, continue to create economic opportunities for local people to have jobs and work and express themselves is just incredible. So if you're struggling with a storefront or a vacancy or empty space, just rememb…

1
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial 29:31

4M ago29:31

29:31

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early i…

1
REP-SF’s Citywide People’s Plan for Affordable Housing 32:59

4M ago32:59

32:59

“It's about forcing the city to make sure that they build affordable housing. And there's lots of, programs that we have in the Citywide People's Plan that can make, huge steps towards, building affordable housing” - Dyan Ruiz This episode is part of our ongoing Special Series on How the Arts and Culture sector is coming back from the covid 19 pand…

1
Meet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIA 30:24

4M ago30:24

30:24

We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on…

1
Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth 25:18

5M ago25:18

25:18

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started i…

1
Proposition E, 2018 & Arts Impact Endowment Update & Discussion & Grants For The Arts 1:16:20

5M ago1:16:20

1:16:20

"I think the action and the continuity of the coalition from Prop S to Prop E went from 40 organizations to 140 organizations. That was something that was huge” - Vin Seaman In this seventh episode of our series focusing on the arts and culture sector's recovery from the Covid-19 pandemic, we bring you highlights from the Co-Production of Arts For …

1
Ezra Stark, CEO of Stark Enterprises 41:13

5M ago41:13

41:13

In this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk …

1
Dave Fulton, CFA, Co-Chair and CEO of Clearstead 30:22

6M ago30:22

30:22

In this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where …

1
How Do Community Based Arts Orgs Secure Sustainable Funding? 1:13:07

6M ago1:13:07

1:13:07

“Bringing the scale of human life to the community again so that we can kind of start seeing our humanity and our everyday Experiences” - Melissa Abercrombie This episode is from our November 4th 2023 live event co-production with the Petaluma Arts Center, our broadcast partners KPCA 103.3fm and Petaluma Community Access TV and BAVC Media. This spe…

1
Meredith Winner - Paint the Void & Lyzette Wanzer - Author of Trauma, Tresses & Truth 33:00

7M ago33:00

33:00

“I think really being open minded and also really trusting artists is a really big, important factor because. Artists know what they're doing, at least when it comes to making the artwork, that's why people hire them and allow them to have the most creative freedom as possible, really. Usually allows the project to be as best as it can be or as goo…

1
Brad Wheeler, President of Shaker Investments 27:21

7M ago27:21

27:21

In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his…

1
Fernando Pujals & Rachel Osajima- How their using the Arts for Economic & Community Development 29:33

7M ago29:33

29:33

"So of course, the pandemic was a struggle for all of us, and so we all know the arts organizations are the first to close and last open, especially the performing arts are really still struggling" - Rachel Osajima This episode is the long form of our one-on-one interview with Fernando Pujals, the Deputy Director of the Mid-Market Business Associat…

1
Regional Economic Recovery Through the Arts 59:52

7M ago59:52

59:52

"There's been a lot of talk about, how do you make this sustainable, and there's not one answer, but one piece that is core to that, is really galvanizing and cementing around this notion that arts and culture is already right here and we need to lean into it and value it and uplift it. And in that way it won't be able to be ignored'“ - Fernando Pu…

1
Meet the Board Series with Sam Wass & Colby Krahe 22:55

7M ago22:55

22:55

This is the second episode in a series where we talk with the leadership of CFA Cleveland. We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair. In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional…

1
Revisiting Artists’ Housing Solutions 50:02

8M ago50:02

50:02

"So looking at how do we build an ecology where affordable housing isn't just a place you stay, it's a place you stay and work and build a business and raise a family and, you know, build the economic resources,for the next step. " - Josh Simon This episode is part of our special series on how the arts and culture sector is coming back from the Cov…

1
Meet the Board Series with Cindy Nace & Jon Dominy 31:26

8M ago31:26

31:26

This is the first episode in a series where we talk with the leadership of CFA Cleveland. We start by talking to CFA Cleveland's full-time Executive Director Cindy Nace as well as CFA Cleveland's current President, Jon Dominy. In his professional life outside of CFA Cleveland Jon is a Vice President with Alliance Bernstein. We talk with Cindy & Jon…

1
Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International 31:47

9M ago31:47

31:47

In this episode, we talk with Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International. Matt has lived and worked all over the world before coming back to Ohio where he grew up and settling in Cleveland. We talk with Matt about his experiences living abroad as well as his career path to Investor Relations, and about his involve…

1
Ralph Remington of San Francisco Arts Commission - Interview at Arts for a Better Bay Area State of the Arts Summit 8:24

9M ago8:24

8:24

“One of the things that I, would say to this community coming from a repressed community is let’s turn to each other, not on each other. Let’s bond together, and find our commonality, not our differences. Because the enemy, I’ve seen the enemy in Arizona, and it is not us. So when we have small differences with each other, let’s recognize them for …

1
Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. 33:17

10M ago33:17

33:17

In this episode, we talk with Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. Yoel has a fascinating career path that started with him working through a temp agency to get his first job on Wall Street in New York City. He then worked his way up a derivatives trading desk before he and his family relocated to Cleveland work in a private real estate …

1
Arts for a Better Bay Area State of the Arts Summit – “Economic Recovery in the Arts: Regaining Patrons and Artistic Engagement” Ep 3 53:26

10M ago53:26

53:26

"It's all about partnering artists with small businesses to create site specific installations and that way create more exposure both for the business and for the artists and also to revitalize those corridors" - Vanessa Wilson This is our second episode from the co-production with Arts for a Better Bay Area of the re-launch of the State of the Art…

1
Maria Jensen of SOMARTS Cultural Center - Interview at Arts for a Better Bay Area State of the Arts Summit 14:13

10M ago14:13

14:13

“This is a time when the art community's creative expertise and skills and talents are being relied upon. And finally, really seen as major contributors to the local economy.” – Maria Jensen This interview with Maria Jensen is part of our co-production with Arts for a Better Bay Area of the re-launch of the State of the Arts Summit on June 28th, 20…

1
Rich Veres, CFA, Co-founder & President of Highland Consulting Associates 43:45

10M ago43:45

43:45

In this episode, we talk with Rich Veres, CFA, Co-founder & President of Highland Consulting Associates. Rich has a long and distinguished career in institutional investment consulting and has been a well-known figure in the NE Ohio investment community for quite some time. We talk to Rich about his journey from Akron to founding Highland, we dive …

1
Jonathan Moscone Interview at Arts for a Better Bay Area State of the Arts Summit 7:51

10M ago7:51

7:51

"A clean city is not what San Francisco is. San Francisco is a messy city. It’s politically messy, it’s diverse. It fights amongst itself. It is San Francisco and it’s never not gonna be. So, let’s lean into the right kind of messy of San Francisco and artists can get messy. So, let’s get messy." — Jonathan Moscone, Executive Director,California Ar…

1
Arts for a Better Bay Area State of the Arts Summit - Opening & Keynotes Ep 2 52:06

11M ago52:06

52:06

“This is a time when the art community's creative expertise and skills and talents are being relied upon. And finally, really seen as major contributors to the local economy.” – Maria Jensen This is our first episode from the co-production with Arts for a Better Bay Area of the re-launch of the State of the Arts Summit on June 28th, 2023 . This epi…

1
Brent Zimmerman, CEO & Co-founder of Saucy Brew Works 33:29

11M ago33:29

33:29

In this episode, we talk with Brent Zimmerman, CEO & Co-founder Saucy Brew Works. While on the surface CEO of Saucy Brew Works might not seem like a title of someone with a background in financial services, Brent tells us his story of how he began his business endeavors a provider of liquidity starting at age 8 and then he takes us through his …

1
Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management 31:14

12M ago31:14

31:14

In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management. Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives. In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepar…

1
Fred Cummings, President & Founder of Elizabeth Park Capital Management 39:07

1y ago39:07

39:07

In this episode, we talk with Fred Cummings, President & Founder of Elizabeth Park Capital Management. Fred is a passionate supporter of everything NE Ohio. He grew up in Akron, went to Oberlin College where he played football, started his career at some well-known Cleveland firms and even named his current firm after a place close his childhood ho…

1
Ryan Ruggaard talks investing in investing from childhood, navigating the Chicago investment scene, and taking over the family business 35:56

1y ago35:56

35:56

In this episode, we talk with Ryan Ruggaard, Director of Research at Ruggaard & Associates. Ryan has a fascinating background that has taken him from Hudson, to SW Ohio, and to Chicago with many trips and stops along the way. While Ryan is lives in Chicago, he maintains strong personal and professional connections to Cleveland. He has a wide range …

1
Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management 44:19

1y ago44:19

44:19

In this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management. Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm. We discuss Dan’s journey as well as many other topics such as the investment decision Dan…

1
Richard Barone talks Washington DC in the 1960s, his views on inflation, and stories from decades of investing 43:20

1y ago43:20

43:20

In this episode, we talk to Richard Barone, Chairman of Arch Eagle Family Office. We discuss Richard growing up in South Euclid, his experiences in Washington D.C. in the 1960s, his views on inflation, and the many investment firms he's been involved with in Cleveland. Richard has had personal interactions with many well-known investors and he shar…

1
“The State of Our Arts & Culture Organizations” - Ep 1 Board & Governance 1:09:05

1y ago1:09:05

1:09:05

"We wanna incentivize and give board love too. I think the board is often like the scary people or viewed as the scary people behind the curtains that are doing the work or maybe overseeing or assessing” - Michelle “Mush” Lee, Youth Speaks Our first episode of the special series titled "Insights for Building Your Nonprofit Arts and Culture Board" f…

1
Corrie Menary talks leaving banking for private equity, starting a family while advancing her career, and her passion for public education 24:39

1y ago24:39

24:39

In this episode, we talk to Corrie Menary, Partner at Kirtland Capital Partners. We discuss Corrie’s deep eastside connection, what led her to start her career in commercial banking, her path from grad school into private equity, navigating a successful career and simultaneously starting a family, and misconceptions of private equity. We also dive …

1
Ben Mackovak talks starting multiple investment firms, investors who shaped his philosophy, and joking with Jim Cramer 34:59

1+ y ago34:59

34:59

In this episode, we talk to Ben Mackovak, Founder and Managing Member of Strategic Value Bank Partners. We discuss Ben’s eastside upbringing, what caused him to begin his pursuit of finance in college, his journey through the world of buy-side investing, and his successful and unsuccessful investment ventures. Ben has been witness to the roller coa…

1
Welcome to the Guardians of Finance Podcast 1:06

1+ y ago1:06

1:06

Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, C…

1
Foundations for Social Change 44:13

1+ y ago44:13

44:13

"There's still a lot of public resistance to the idea of giving people in homelessness cash, because, the public doesn't trust people in poverty or people in homelessness, I think that has to be corrected and addressed" - Dr. Jiaying Zhao One of the topics we have focused on through our special Covid-19 series is our unhoused neighbors' lives by or…

1
San Francisco's Department of Homelessness & Supportive Housing 1:12:20

1+ y ago1:12:20

1:12:20

“I volunteer at a safe sober space. I serve on the board of a retreat for healing that happens once a year. I serve on the Board of StartOut which helps LGBTQ + entrepreneurs gain access to mentorship and resources and fundraising to increase our representation as founders of companies. I will always do this work, because these are the same kind of…

1
Miracle Money Pilot Program Update 48:34

1+ y ago48:34

48:34

“It breaks my heart as a mother and a teacher almost the, majority of people who are unhoused are families with children. Sleeping in cars, sleeping in garages, and that these families, these moms and dads, aunts and uncles, they work, but again, they can't get enough together to secure safe and affordable housing”-Elizabeth Softky Welcome to our a…

1
SKYWATCHERS Ensemble 1:03:48

1+ y ago1:03:48

1:03:48

"It’s the chemistry of people, who come from very different backgrounds, you have gay, transgender, straight, and different talents and different abilities coming together and making this music and magic"-Shavonne Allen This episode features the voices of the founder of ABD Productions and the Sky Watchers Ensemble program, Anne Bluethenthal, along…

1
Election 2022 - California & San Francisco Propositions Explained 1:14:42

1+ y ago1:14:42

1:14:42

“We provide education to encourage people to vote and participate in government”-Michelle Moritz Welcome to our 2022 Election Show. Given all the propositions on both a State of California level as well as the usual too many propositions to understand on the City of San Francisco level we wanted to bring together two wonderful subject matter expert…

1
The Red Shades - A Trans Super Hero Rock Opera & Z Space 32:26

1+ y ago32:26

32:26

“The Compton, Cafeteria Riots and Felicia Elizondo's life living in the Tenderloin in the 1960s and trans sex workers who were fighting for their right to survive, connected with the ideas that were coming out of my mind”-Adrienne Price In this our one hundredth episode of our special series on the impact of the ongoing covid-19 pandemic on our non…

1
The Reinvention of Downtown San Francisco Part 3 52:23

1+ y ago52:23

52:23

“I think the, first one that stood out to me is unlike some other cities, the San Francisco city government, is not pushing for these downtown office to housing conversions”- Sarah Wright This is part three of our three episodes exploring how the Covid-19 pandemic is impacting San Francisco's downtown neighborhood and economy along with the efforts…

1
The Reinvention of Downtown San Francisco Part 2 48:29

1+ y ago48:29

48:29

“San Francisco’s tax structures are incentivizing companies to, in some cases just move entirely out of San Francisco”-Anna Tong This is part two of the three stories we are covering on how the Covid-19 pandemic has impacted the downtown of San Francisco and the efforts to address the issues and the reinvention of downtown San Francisco. In this ep…

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