Business Talk With Chalfin

Central Bankers and the Economy

For this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.
 

SBA Loans - An Introduction

With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million dollars and has closed over 1,200 SBA transactions.

Supply Chain and Scaling

For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania.
He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology.
Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an innovative leader in many educational technology initiatives. He is the co-founder of ForClass, a platform that enables professors to drive higher student engagement and accountability in their classrooms. Professor Allon regularly consults firms both on service strategy and operations strategy.

Using Insurance to Hedge Merger and Acquisition Risk

During this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk.
Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and other bespoke contingent liability insurance solutions. 

Martin Hershy on Small Business Insurance Considerations

For this episode, Bob talks with Martin Hershy about small business insurance considerations.
Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing efficiency through job design, team creation, standardization, system implementation, automation, and business process outsourcing. 
Martin has an MBA from The Wharton School and a Bachelor of Business Administration from Temple University- Fox School of Business. 

Demystifying the School Admissions Process with Thomas Caleel

For this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC.
Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania.  Thomas also served on the Dean’s Globalization Committee and was a member of the Wharton Graduate Executive Board.
Global Education Opportunities, LLC, is an international education consulting and Admissions Advisory firm.  In this capacity Thomas has served as an advisor to Heads of State, Ministers, corporations, schools, foundations, and individuals on a wide range of education-related projects in the US, Asia, and Middle East.
Thomas received his MBA in Finance from the Wharton School and his BA from the University of Pennsylvania. Thomas also serves his alma mater, the Taft School, as an alumni interviewer and member of the Headmasters Circle Advisory Committee, a select alumni group of advisors to the Head of School. Thomas lives with his family (including Bear and Paddington) in Santa Barbara, California.

The State of the Housing Market with Lesley Deutch: Part Two

On this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity of her previous interview on Business Talk with Chalfin.
Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise development, urban projects, single-family rental, building products and commercial developments.
Previously, she spent eight years on Wall Street working in public finance for Lehman Brothers and as a Vice President in the Global Real Estate division of Bankers Trust and Deutsche Bank, where she authored reports on real estate and economic conditions in the major US metropolitan areas and conducted due diligence for the investment bank, the CMBS team, and the Deutsche Bank Mezzanine Fund. She then moved to the research team at RREEF (owned by Deutsche Bank), writing quarterly updates on RREEF’s existing properties and due diligence reports for acquisitions on the East Coast.
Lesley holds a B.S. from the Wharton School and a B.A. in Economics from the University of Pennsylvania.

Learning from My Business Acquisition with Caroline Chapdelaine

For this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition.
Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She served in the US Army as a Military Intelligence Officer on tours in Korea, Thailand, and Afghanistan. Caroline has worked at a range of large defense programs with Northrop Grumman, Lockheed Martin, L3Harris, Draper Laboratories, and countless others. She received her MBA from The Wharton School of the University of Pennsylvania.

Launching an Exchange-Traded Fund (ETF) with Seth Cogswell

During this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF).
Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge fund.
Seth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H.R. Young Scholarship. He received his undergraduate degree in Decision Making Sciences/Operations Research from the University of North Carolina.

Investing in Biotech with Christoph Westphal

For this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech.
Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has been the co-founder, CEO, and lead investor of seven biotechnology companies that have completed initial public offerings (IPOs) and created sustained market value of over $45 billion and have developed and received FDA approval for over 10 important drugs.