Best Jason Fisch Podcasts (2025)

1
LTC (Ret.) Robert Barrow w/ South Alabama Veterans Council 57:16

19d ago57:16

57:16

Lieutenant Colonel (Ret.) Robert Barrow, with South Alabama Veterans Council, joins us in studio to discuss how they support the local veterans in our community, as well as upcoming events honoring veterans. To learn more about South Alabama Veterans Council (SAVC), please visit: https://savc.info/ ------------ Learn more about Community Insurance …

1
Joan Solotar - Scale as Advantage at Blackstone 55:59

28d ago55:59

55:59

Joan Solotar is global head of Blackstone Private Wealth and a member of the firm’s management committee. Joan’s career tracks the fascinating evolution of Wall Street in the past thirty years. Joan worked on three notable IPOs: DLJ in 1995, Goldman Sachs in 1999, and Blackstone in 2007, and we discuss the strategic reasons behind them. She was tap…

1
Paul Prine - Mobile Mayoral Candidate & Former Police Chief 1:08:20

2M ago1:08:20

1:08:20

Paul Prine, former Chief of Police for Mobile Police Department, and current mayoral candidate for the City of Mobile, joins us in studio to discuss his life growing up in Mobile, what lead him to a career in law enforcement, and what his 3-Point Plan is for the future of Mobile if elected as the next mayor. To learn more about Paul Prine's campaig…

1
Mark Strauch - Fishing in a Different Pond 49:27

2M ago49:27

49:27

Mark Strauch is a founding partner and president of the private equity firm Alpine Investors, known for its unique CEO training program. With a background in Industrial Engineering from Lehigh University and subsequent business studies focused on finance, his career spans operational roles at companies like Electronic Arts, entrepreneurial ventures…

1
Paul Carbone - The Advantage of Family Capital 1:00:37

2M ago1:00:37

1:00:37

Today we are going to hear the story of one of the most interesting firms to spring from a significant family office. JB and Tony Pritzker approached today’s guest, Paul Carbone, with the idea of expanding their direct investments into a free-standing firm called Pritzker Private Capital. Paul takes us through that journey and we discuss the import…

1
Gust Fisch w/ Shell Health 25:21

3M ago25:21

25:21

Gust Fisch, with Shell Health, joins us in studio. SHELL Health is dedicated to delivering vital sexual health and prevention services with a commitment to inclusivity and compassion for all communities. To learn more about Shell Health, please visit: https://www.shellhealth.org/ ------------ Learn more about Community Insurance Partners and how we…

1
Jason Mudrick - The Debt Landscape 55:13

3M ago55:13

55:13

Jason Mudrick is the Founder and Chief Investment Officer of the $3.4 billion Mudrick Capital Management, a firm renowned for its expertise in navigating complex credit situations and distressed opportunities. With a career spanning multiple market cycles, Jason brings a wealth of experience and a unique perspective on the evolving landscape of dis…

1
Anthony Nguyen, D.O. w/ VIPcare 53:04

3M ago53:04

53:04

Dr. Anthony Nguyen, Doctor of Osteopathic Medicine with VIPcare, joins us in studio to discuss what motivated him to become a doctor, why he chose the D.O. route, and his philosophy for treating patients. VIPcare has been serving the medical needs of Medicare and Medicare Advantage beneficiaries since 2006. VIPcare's focus is: "We believe that each…

1
Attorney Travis Johns in Studio 40:40

3M ago40:40

40:40

Attorney Travis Johns joined us in studio this week. Travis's slogan is, "Saraland based; known statewide. Fight for your rights, and don't fight alone." The law offices of Travis Johns handles areas of practice such as Estate Planning, Custody & Support, Accident & Injury, and many others. They also offer a flat-fee pricing option for retainer cas…

1
Matt Fleissig - The Service Matrix 55:44

3M ago55:44

55:44

Today, we're charting the remarkable trajectory of a wealth management powerhouse: Pathstone. Joining us is Matt Fleissig, co-founder and CEO. Pathstone is a great case study for the major trends in wealth management over the last ten years. Pathstone’s DNA was from the well-known Harris MyCFO, which was the original dot-com family office formed by…

1
Michael Fisch - Buying Market Leaders 51:17

4M ago51:17

51:17

Michael Fisch is a founder and the CEO of American Securities, a $23 billion private equity firm that originated in the Rosenwald family office. This is a great story of a fabled family office turning their investment DNA into a thriving private equity firm by buying market-leading businesses. William Rosenwald, son of Julius Rosenwald who built Se…

1
Carly Anders & Alana McFerrin w/ Behavioral Health Group 43:33

4M ago43:33

43:33

Carly Anders (Program Director) and Alana McFerrin (Medical Assistant) with Behavioral Health Group (BHG) joins us in studio. Behavioral Health Group has the largest network of Joint Commission-accredited outpatient opioid treatment and recovery centers in America. "At BHG, we know that opioid addiction, or opioid use disorder (OUD), is not a moral…

1
Jim Tananbaum - AI and the Language of Biology 46:59

4M ago46:59

46:59

Today’s guest is Jim Tananbaum of Foresite Capital. One of the most exciting places AI is revolutionizing is drug discovery, so I was very excited to have Jim on today. Jim Tananbaum is the founder and chief executive officer of Foresite Capital, a U.S.-focused healthcare investment firm founded in 2011 that has approximately $3.5 billion in assets…

1
Mark Gerson - Master of Networks 49:36

5M ago49:36

49:36

Today’s guest is Mark Gerson of 3i Members. Mark is a remarkable entrepreneur, philanthropist, and master at creating networks. He is most well known for founding Gerson Lehrman Group, the original and largest expert network in the world, and most recently, 3i Members, a global deal network for investors, all of whom have exited a company or led a …

1
David Salem - Know What You Own 1:10:52

6M ago1:10:52

1:10:52

David Salem has had a remarkable career. He did his undergrad at Middlebury, went to Harvard Business School where he sat next to Seth Klarman, then went to work with Jeremy Grantham at GMO where he became a partner. He started The Investment Fund for Foundations, a groundbreaking way for smaller endowments to benefit from professional investing an…

1
Chris Leslie w/ Seniors Blue Book Alabama Gulf Coast 57:30

6M ago57:30

57:30

Chris Leslie, owner of Seniors Blue Book Alabama Gulf Coast joins us in studio! The Seniors Blue Book is designed to help seniors, caretakers, and family members navigate the maze of senior care, housing, and services. To learn more about Seniors Blue Book Alabama Gulf Coast, please visit: https://sbbagc.com ------------ Learn more about Community …

1
Jennifer Prosek - Power of Storytelling 57:18

7M ago57:18

57:18

Jennifer Prosek has built a powerhouse communications firm by focusing on asset management. She asked herself, "Why does the financial industry not care about its brand, and why are they so on the back foot about everything?" I was particularly keen to talk to her about how firms struggle to differentiate, especially as formerly low-profile parts o…

1
Zoe Cruz - Morgan Stanley to DeFi 51:36

7M ago51:36

51:36

Zoe Cruz is a prominent figure in the financial services industry, known for her significant contributions and groundbreaking achievements as one of the highest-ranking women on Wall Street. She was named one of the Forbes top 50 women in business four years in a row. With a career spanning over 25 years at Morgan Stanley, where she served as Co-Pr…

1
Sgt. Major Eric Bowers w/ Gulf Coast Wounded Warriors & Gulfport Behavioral Health Systems 44:53

7M ago44:53

44:53

Sgt. Major Eric Bowers joins us in studio to discuss his work with veterans as part of Gulf Coast Wounded Warriors and Gulfport Behavioral Health Systems. "Gulf Coast Wounded Warriors is a compassionate organization dedicated to providing recreational and mental health therapeutic activities for wounded service members along the Gulf Coast. Our pro…

1
Joshua Jones w/ USA Hospital-Based Violence Intervention Program 56:39

8M ago56:39

56:39

Joshua Jones, Program Director for the USA Health University Hospital Based Violence Intervention Program in Mobile, joins us in studio. Through a partnership with the University Hospital and MCHD, the City of Mobile has established the area's first Hospital-Based Violence Intervention Program (HVIP). Modeled after successful HVIPs in other parts o…

1
Dr. Ashley Williams Hogue @ USA Center for Healthy Communities 33:56

8M ago33:56

33:56

Dr. Ashley Williams Hogue, Director of the University of South Alabama's Center for Healthy Communities, joins us in studio. Dr. Williams Hogue attended medical school at the University of South Carolina School of Medicine in Columbia, South Carolina. She completed a general surgery residency at the University of South Alabama, then a surgical crit…

1
Jillian Bowers, Program Director @ USA Center for Healthy Communities 45:52

8M ago45:52

45:52

Jillian Bowers, Program Directory for University of South Alabama's Center for Healthy Communities, joins us in studio. The Center for Healthy Communities represents the University of South Alabama's dedication to its community. The Center for Healthy Communities is the lead entity within the University of South Alabama for coordinating community e…

1
Michael Weisz - Yieldstreet 51:22

9M ago51:22

51:22

Michael Weisz has a real knack for finding unconventional opportunities and a strong entrepreneurial spirit. He cut his teeth in real estate, but quickly found his nuanced understanding of mis-priced risk prepared him for creative investments like litigation and receivable finance and strategies like loans to professional athletes during lockouts. …

1
Ted Seides - Private Equity Deals 53:24

9M ago53:24

53:24

Today’s guest is Ted Seides from Capital Allocators podcast. I first did a print interview with Ted exactly seven years ago, when he had just completed his first book So You Want to Start a Hedge Fund? and had just started his podcast. Since then he has written two more books, Capital Allocators and today’s topic Private Equity Deals and now has on…

1
Diana Brewer w/ Ronald McDonald House Mobile 59:15

9M ago59:15

59:15

Diana Brewer - Development Director at Ronald McDonald House Charities (RMHC) Mobile, and Danyell Low-Stewart, "Super Volunteer" at RMHC Mobile join us in studio to talk about the amazing services provided by RMHC and how you can get involved in helping out these families in need -------- To learn more about Ronald McDonald House Mobile, please vis…

1
Dr. Francis-Shearer w/ Univ. of South Alabama Center for Healthy Communities 44:23

9M ago44:23

44:23

We are joined in studio by Dr. Francis-Shearer, Danette Jolly & Amber Singleton with the University of South Alabama Center for Healthy Communities. The Center for Healthy Communities is the lead entity within the University of South Alabama for coordinating community education, research, public service and health activities to help eliminate healt…

1
Greg Fleming - Rockefeller Capital Managment 57:29

10M ago57:29

57:29

Greg Fleming is the President and Chief Executive Officer of Rockefeller Capital Management, a role he has held since the firm, formerly known as Rockefeller & Co., launched in March 2018. Greg and I discuss the pivotal Lehman weekend in September of 2008 when he was instrumental in the sale of Merrill Lynch to Bank of America, his thoughts on orga…

1
Wade Meadows w/ Any Length Resources 56:43

10M ago56:43

56:43

Wade Meadows joins us to discuss his personal journey through recovery and into a Certified Interventionist & Recovery Coach for Any Length Resources. The mission of Any Length Resources is to provide ethical, supportive, safe, and healthy recovery communities for men and women who desire freedom from chemical dependency. The environment will inspi…

1
Ann Marie Meadows w/ Longleaf Recovery & Wellness 45:16

11M ago45:16

45:16

Ann Marie Meadows with Longleaf Recovery & Wellness joins us again (our first THREE-TIME guest!) to talk about Longleaf's recovery programs for substance use and mental health disorders throughout the state, including the Grand Opening of their new location in Spanish Fort, Alabama. Longleaf Wellness-Birmingham is an outpatient program dedicated sp…

1
Ken Kencel - President and CEO of Churchill Asset Management 51:43

11M ago51:43

51:43

Ken Kencel is the President & CEO of Churchill Asset Management, a $50 billion dollar platform serving over 700 institutional clients. He shared valuable insights on the growing private credit market, the evolution of the industry, his first job at Drexel, working at Carlyle and then going out on his own to start Churchill from scratch. We also dis…

1
Jason Schwarz - Wilshire's Content Engine 40:57

11M ago40:57

40:57

Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion. Jason was raised in a legal family, but his path diverged from the expected, fueled by a desire to carve his own niche. He told me, “I think you see this with sons and daughters of successful p…

1
Anthony Scaramucci - The Capital Artist 52:47

12M ago52:47

52:47

Anthony Scaramucci, is the founder and managing partner of Skybridge Capital and the SALT Conference. We had a wide ranging and candid conversation about his new book, his path from Port Washington to the White House, navigating the cutthroat world of Wall Street and politics, adapting his investment style to survive, and the importance of non-tran…

1
Carin-Isabel Knoop - Executive Director of the Harvard Business School Research and Case Writing Division 49:51

1y ago49:51

49:51

Carin-Isabel Knoop is the founder and executive director of the Harvard Business School Research and Case Writing Division. This conversation was spurred by two things, one that I found out on the Business Breakdowns podcast last year that Harvard Business School Publishing is larger than Forbes, and two that I’ve also always been curious about how…

1
Scott Sperling - Co-CEO of Thomas H. Lee Partners 49:13

1y ago49:13

49:13

Scott Sperling is the Co-CEO of Thomas H. Lee Partners. We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth. Scott is …

1
Michael Tiedemann - CEO of AlTi Tiedemann Global 57:35

1y ago57:35

57:35

Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee. We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, …

1
Alex Chaloff - CIO of Bernstein Private Wealth Management 48:56

1y ago48:56

48:56

Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff. Alex Chaloff is the Chief Investment Officer of Bernstein Privat…

1
On Location @ 2024 ACSW w/ Wayne Sellers 16:38

1+ y ago16:38

16:38

Wayne Sellers, past president of Alabama Conference of Social Work (ACSW) joined us at our booth during the 2024 ACSW Convention in Orange Beach, Alabama for our first ever on-location podcast! ACSW's Mission: The Conference exists for the purpose of promoting the Social Welfare of Citizens of the State of Alabama. The Conference is a non-profit, c…

1
On Location @ 2024 ACSW w/ Brock Sellers 12:06

1+ y ago12:06

12:06

Brock Sellers, President of Alabama Conference of Social Work (ACSW) joined us at our booth during the 2024 ACSW Convention in Orange Beach, Alabama for our first ever on-location podcast! ACSW's Mission: The Conference exists for the purpose of promoting the Social Welfare of Citizens of the State of Alabama. The Conference is a non-profit, charit…

1
Mark Hurley - Welcome to the Wealth Management Jungle 59:04

1+ y ago59:04

59:04

Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talen…

1
Steffen Pauls - Future of Private Equity 53:13

1+ y ago53:13

53:13

Steffen Pauls is a serial entrepreneur with a long background in the private equity industry. His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investi…

1
Casey Whalen - Lessons from David Swensen 1:01:33

1+ y ago1:01:33

1:01:33

Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners. Casey and I talk about the many lessons she learned from David Swensen, and I especially liked h…

1
Generating $200 Million Profitably with Jason Portnoy 39:47

1+ y ago39:47

39:47

Jason Portnoy grew a clothing brand across the US, selling in 250 retail stores, then left! He then founded JPort Media, a full-service digital media agency, that has generated over 200 million dollars for its clients PROFITABLY! He also has a coaching program "The Market Domination Method", a podcast "Perfectly Mentored", and he still prioritizes …

1
Ryan Eisenman - The Challenge of Data 42:30

1+ y ago42:30

42:30

Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments. I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and …

1
Terry Harbin w/ BankPlus 24:39

1+ y ago24:39

24:39

Terry Harbin, BankPlus Regional President Southwest Alabama, joins us in studio to discuss some of the most popular financial scams against seniors and how to spot them. Terry also talks about his work as Director of Dayspring Baptist Church's "32x25" mission program. To learn more about BankPlus, please visit: https://www.bankplus.net/about-us/who…

1
Jillian Lami w/ VIPcare 35:21

1+ y ago35:21

35:21

Jillian Lami joins us in studio to talk about VIPcare, and their mission & focus in the community. VIPcare has over 100 clinics across multiple states, and their stated focus is: "We believe that each patient is unique, and in order to best care for each individual, our providers spend quality time with each patient. This allows our physicians to p…

1
Rob Hartmann - Missions Director @ Dayspring Baptist Church 48:09

1+ y ago48:09

48:09

Rob Hartmann, the Director of Missions at Dayspring Baptist Church in Mobile, Alabama, joins us in studio to talk about the importance of mission work locally, nationally, and internationally. Rob shares where his passion for missions came from, and why he feels its so important to pursue these opportunities. To contact Rob, or learn more about Day…

1
Jon Hirtle - An Uninterrupted Chain of Logic 54:32

1+ y ago54:32

54:32

Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion OCIO firm. I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years. John trained recruits at Paris Island, worked at Goldman, and left with no clients…

1
Brett Burleson w/ Roberts Brothers Realtors 53:05

1+ y ago53:05

53:05

Brett Burleson, Realtor with Roberts Brothers, joins us in studio to talk about seniors in the real estate market, and gives seniors three tips to prepare for selling a home, and three tips to prepare for buying a home. To contact Brett, or learn more about him, please visit: https://www.robertsbrothers.com/bio/brettburleson -----------------------…

1
Dr. Chris Lawrey, Associate Professor of Finance 59:36

1+ y ago59:36

59:36

Dr. Chris Lawrey, Associate Professor of Finance at the University of South Alabama joins us in studio to discuss financial & economic trends and financial planning for seniors. To learn more about Dr. Lawrey, or for contact information for questions, please visit: https://www.southalabama.edu/colleges/mcob/economic_and_finance/lawrey.html --------…

1
Jan Szilagyi - AI for Portfolio Insight 53:33

1+ y ago53:33

53:33

AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also manage…

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Jason Fisch Podcasts

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