Archive for the 'Executives' Category

In this episode, Eric Schleien sits down with Ann Hambly, the Founder/CEO of 1st Service Solutions. I'm a huge fan of Ann, as she transformed the CMBS industry and has also been impacted by the Tribal Leadership technology which I've shared about many times here, here, and here. As one of the managers of Brookfield Asset Management shared with me, "Transforming Culture is the last bastion of alpha due to the low competitive nature of the endeavor."

To watch this episode on YouTube, see below or click here.

Ann has been involved in literally every aspect of the CMBS industry throughout her 35+ year career. She created from scratch and ran many large servicing shops before creating 1st Service Solutions in 2005. She has been an intentionally integral part in shaping the CMBS industry since its inception.

Ann founded 1st Service Solutions in 2005 to address what she saw to be a gaping hole in CMBS.  Unlike ‘on book’ commercial real estate loans, there is no ‘banker’ for the borrower to speak to after securitization.  In creating what was to become the first borrower advocacy space in commercial real estate, Ann has grown 1st Service Solutions into what is now known as the preeminent CMBS Borrower Advocate practice. The company has been featured on William Shatner’s ‘Moving America Forward’ show as a company changing the business landscape in America.

Ann has been and continues to be highly involved in industry leadership as a featured keynote speaker at conferences across the country speaking on CMBS structure, CMBS workouts, assumptions, and hot topics in the general CRE industry.

With the release of her book, ‘CMBS 911,’ Ann once again set out to meet an unmet need: explaining, in simplistic and straightforward terms, the roles, responsibilities, and motives of every individual or entity involved in the CMBS process. “The whole process can be overwhelming and confusing for the borrower and there’s always a lot on the line,” she explains. The book has gone on to become an industry bestseller and is being adopted into the Purdue College of Business Real Estate curriculum as well as other colleges and universities.

In addition to her own book, Ann’s expertise has been featured in ‘True Leaders: How Exceptional CEOs and Presidents Make a Difference by Building,’ ‘Trends in Commercial-Mortgage Backed Securities,’ and ‘The Law of Distressed Real Estate.’ Ann is also a prolific contributor to many, many real-estate and business-related publications having published 50+ articles, commentaries, and columns in such publications as the Commercial Real Estate Show, the Commercial Observer, Scotsman Guide, GlobeSt.com, Mortgage Bankers Magazine, National Real Estate Investor, Real Estate Business, Real Estate Forum, and Reuters among others.

Jurists frequently request Ann’s involvement in high-profile cases regarding commercial real estate because of her vast and varied experience. She has been called upon to provide expert reports, depositions, testimonies, and professional consulting services on many high profile cases.

Ann is a member of the Board of Directors of the Counselors of Real Estate (CRE) and has been an active member of C12, a Christian CEO group, for the past several years. In addition, she has previously served on or as the chairman of the Board of Directors for the Mortgage Bankers Association (MBA), the Commercial Mortgage Securitization Association (CMSA), the Multifamily Housing Institute, and the Real Estate Capital Recovery Association (RECRA).

Throughout her lengthy career, Ann has received many, many professional awards and citations. Among them are the induction in the Commercial Real Estate’s Hall of Fame, numerous times designation as a ‘Legend and Woman of Influence in Commercial Real Estate’ by Real Estate Forum, named a ‘Top 10 Most Distinguished Women in Real Estate’ by the Mortgage Bankers Association, selected as a member of the prestigious Real Estate Roundtable, and named as one of six ‘Most Influential Women in Commercial Real Estate’ by National Real Estate Investor to name a few.

Ann lives in the Dallas/Ft. Worth Metroplex and enjoys time spent with her family, especially her six grandkids.

 

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Contact Ann Hambly

1st Service Solutions | Email: ahambly@1stsss.com

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#116: Robert Leonard

Summary

In this episode of the Intelligent Investing Podcast, I sit down with Robert Leonard who is the VP of Growth & Innovation at The Investor's Podcast Network. He is also the host of the Millennial Investing Podcast and the Real Estate Investing Podcast. To watch the video of this podcast on YouTube, click here.
 

Robert is a Certified Management Accountant (CMA) who graduated Cum Laude with a BSBA degree in Finance and Economics from the University of Massachusetts, where he also earned his MBA degree in Accounting and Finance. He is an accounting and finance professional with an immense passion for stock and real estate investing, business, entrepreneurship, traveling, and spending time with his friends and family.

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CONTACT ERIC SCHLEIEN

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Email: IntelligentInvesting@gmail.com

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SUMMARY

In this episode of The Intelligent Investing Podcast, I sit down with Jim White to discuss his book Opportunity Investing.

 

As the famed value investor, Joel Greenblatt, had to say about the book:

 

"Jim White's marvelous book Opportunity Investing is conclusive evidence of my belief that the secret to investing is to figure out the value of something - and then pay less. Dr. White offers magical advice on how to make big money while saving on capital gains. At the same time, he vividly illuminates the dire situations in Opportunity Zones and presents a wide range of innovative ideas for Opportunity Funds, including directing them toward education and non-profits."

 

QUALIFIED OPPORTUNITY ZONES

For those interested in learning more about qualified opportunity zones and opportunity funds, check out Jim's presentation on YouTube.

 

ABOUT JIM WHITE

Jim White, PhD is Chairman and CEO of Post Harvest Technologies, Inc. and Growers Ice Company, Inc., Founder and CEO of PHT Opportunity Fund, LLC, and Founder and President of JL White International, LLC. Jim is the best-selling author of What's My Purpose? A Journey of Personal and Professional Growth. The book, which has been lauded by such industry leaders as Steven M.R. Covey and Jack Canfield, seeks to change readers by helping them to identify key truths while breaking down the main barriers (the Five Masks) to fulfillment. Jim is also the founder of the customized yearlong leadership and management transformation process, The Circle of Success; Jim White's Classic Movie Series; and The Red Carpet Tour. These innovative events have attracted more than 100,000 participants worldwide, including Fortune 500 CEOs, management teams, entrepreneurs, governments, and trade associations. Dr. White first found his entrepreneurial spirit at age five when he created his first business-collecting and selling Coke bottles to help support his family. From these humble beginnings, Jim went on to serve his country in Vietnam before entering the corporate world upon his return. Along the way, he would go from high school dropout to academic triumph, eventually earning a B.S. in Civil Engineering, an MBA, and a Ph.D. in Psychology and Organizational Behavior. Dr. White achieved international recognition as CEO of Blount World Trade Corporation; owner and Managing Director of ACEC Centrifugal Pumps NV, Belgium; and as Vice-President and Division Manager of Ingersoll Rand Equipment Corporation. Throughout his career, he has bought, expanded, and sold 23 companies, operating in 44 countries. Jim acquires struggling businesses to revive and develop them into profitable enterprises using his business turnaround strategy. To date, Jim has generated more than $1.8 billion in revenue.

 

 

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Email: IntelligentInvesting@gmail.com

 

 

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Summary

In this episode, Eric sits down with Jason Osborne who is the CEO of Credit Adjustments, Inc. We discuss everything from what Jason sees as a bubble in the auto loan market to being agile as a company during COVID-19. Jason has been with his family business for over 20 years. He holds a BS in economics and mathematics from Hillsdale College.

 

Resources From The Show

 

Staying In Touch With Eric Schleien

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Summary

In this episode, Eric Schleien interviews Zach Schleien, the founder of Filter Off which was recently featured in The New York Times.

You can read other articles about Filter Off below:

Zach Schleien built his first company going into senior year of college called BeginU, a platform for college students to find projects and work opportunities to develop their skills. Following BeginU, he then launched his second company, Top Romp an online dating blog that reviewed hacks and apps for the modern dater.

Zach then pursued his Masters in Information Management from Syracuse University where he soon launched his third company, LIFT Protein Muffins. Starting LIFT was where he first dipped his toe into crowdfunding, raising over $5,000 in 30 days on Kickstarter. That Summer he worked for bitly as a Data Analyst. While in school, he co-authored the book, Hacking The Internship Process, which became #2 bestseller for internships on Amazon. One year later he sold his first company, Top Romp. Following graduation, he secured a job in IT with Johnson & Johnson.

After his friend’s passing with mental illness, Zach dedicated himself to helping people with mental illness. He launched a $9,500 project on CaringCrowd (a crowdfunding platform for non-profits) with the funds going to the National Alliance on Mental Illness – NAMI New Jersey. He attained his goal within 2 1/2 weeks. The proceeds went to the NAMI Basics program, which supported 360 parents with children who have a mental illness. Zach wanted to do more, so he teamed up with his best friend David, and launched the mental health Slack community, 18percent. With mental health awareness month coming up, he launched another project with the goal to raise $30,000 on CaringCrowd to support 600 families where at least one member of their family had a mental illness. The funds would go to NAMI El Dorado. He attained this mark within 3 weeks.

Zach’s passion for helping people, combined with his love for entrepreneurship has helped him grow these companies and non-profits, allowing them to hit their crowdfunding goals. Zach currently runs, Filter Off.

 

Staying In Touch With Zach Schleien

 

Staying In Touch With Eric Schleien

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#96: Winston Justice

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Summary

In this episode of the Intelligent Investing Podcast, Eric Schleien sits down with Winston Justice, former OT for the Philadelphia Eagles and founder of Elixr Coffee Roasters.

By the time Winston graduated, Justice was widely considered one of the best tackles ever to come out of USC, blocking for two future Heisman Trophy winners, Matt Leinart and Reggie Bush.

That's what caught the eye of the Eagles. In the ensuing years with the team from 2006-11, he played in 47 games, with 31 starts, and was named to USA Today's 2009 All-Joe Team.

Winston now serves as a Vice President in Bernstein's Nashville headquarters, serving as an asset manager to multigenerational families, entrepreneurs, and nonprofits.

 

Winston Justice was drafted by the Philadelphia Eagles under coach Andy Reid in the second round (39th overall pick) of the 2006 NFL Draft. He played college football at USC under coach Pete Carroll.

Prior to joining Bernstein in 2019, he was a portfolio manager for PIA's Alternative Investments Group. Earlier, he co-founded MJC Capital, an early-stage investment vehicle, and also served as a portfolio manager for Wells Fargo Securities.

He holds a BA in Public Policy from the University of Southern California, an MBA from George Washington University, and the Certified Investment Management Analyst designation from The Yale School of Management.

Winston's philanthropic work includes serving on the board of directors for YCAP, Nashville Coaching Coalition, and service efforts with Habitat for Humanity of Collier County, Young Life Naples, and Eagles Fly for Leukemia in Philadelphia. In 2010, he was the recipient of the Walter Payton Philadelphia Man of the Year award. He relocated to Nashville in 2018 with his wife and their three children.

 

Staying In Touch With Eric Schleien

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For Dr. Charles Schleien's Op-Ed in the New York Times on his experience with COVID-19, click here.

 

If You’d Like To Watch This Episode On YouTube, Click Here.

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Summary

In this episode of The Intelligent Investing Podcast, Eric Schleien sits down with his father, Dr. Charles Schleien to discuss everything from COVID-19 to healthcare economics. We take questions from finance professionals on Twitter as well. 

 

Resources

Staying In Touch With Dr. Charles Schleien

 

Staying In Touch With Eric Schleien

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Coronavirus Investing Series: Part 11

This is Part 11 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.

You can also listen to:

 

Summary

In this episode, Eric Schleien and Alex Portelli discuss the economics of facemasks and COVID-19 tests. Alex has started a company shipping in facemasks and COVID-19 tests and has some very interesting stories. He also makes some suggestions on policy and gives his view on what is working and not working.

For a previous episode with Alex, you can listen, here.

Alex is a serial entrepreneur and has started a diner, an ATM business, a real estate company, and an online news organization. He’s now currently working on his next venture.

Alex is currently an investor in short term rental properties and is the owner of several successful websites.

Alex started his privately held AirBnB business 4 years ago and went from owning 0 to 8 properties since then. His web company is prntly.com and he is currently launching another company called prntpage.com which is currently in beta-testing.

Prntly.com became notorious after Donald Trump started re-tweeting some of their posts during the primary election cycle in 2016.

 

Staying In Touch With Eric Schleien

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For a review of this situation, please see: https://savefirsthandtechnology.com/

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Overview

In this episode of The Intelligent Investing Podcast, I had the pleasure of chatting with Don Chambers who is an activist currently involved with shaking things up at Firsthand Technology Value Fund (SVVC)

To see Don's presentation on SVVC or to get in touch with questions if you are a shareholder of SVVC or want to learn more information, please go to the presentation website, here.

 

About Don Chambers

Donald R Chambers currently runs the website, SaveFirstHandTechnology. He is also a recently-retired (June 2017) professor of finance with 36 years of teaching experience. Dr. Chambers has written several books regarding investments and personal finance that are distinguished by their clear writing and ability to make difficult concepts accessible to his audience. He is the lead author of the 600+ page Modern Corporate Finance: Theory and Practice which is in its eighth edition (forthcoming with FlatWorld), the 1,000-page Alternative Investments which is in its third edition with Wiley, and several other books on finance. Dr. Chambers has published over 50 scholarly articles.

Dr. Chambers has had numerous appearances in media including national television, national public radio, regional television, and regional radio. Dr. Chambers co-starred in a nationally-televised cable television series regarding finance in 1988 (45 Fortune) and frequently serves as a public speaker.

In more recent years, he has written numerous blogs and spoken frequently regarding investments in his role as Chief Investment Officer of Biltmore Capital Advisors.

 

About Eric Schleien

Over the past decade, Eric has trained thousands of individuals including board members of public companies as well as several Fortune 500 CEOs. Eric specializes in organizational culture and has become a leading authority on organizational culture in the investment industry.

Eric has been investing for 15 years and has been using breakthrough coaching methodologies for over a decade. Eric had the insight to combine proven coaching methodologies with shareholder activism techniques to create an entirely new model for shareholder activism that was more reliable and created greater sustainable results in a rapid period of time. On average, Tribal Leadership produces a 3-5x increase in profits of culturally troubled companies within an average of 24 months or less.

Eric currently resides in Philadelphia, PA.

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This is Part 9 of a special Coronavirus Investing Series. If you have not listened to Part 1, please click here to get the overall context/market overview during this unprecedented time.

You can also listen to:

Overview

In this episode, I interview Shelly Lombard who spent over 30 years on Wall Street.  Shelly started her career with financing leveraged buyouts at Citibank and then spent the rest of her career either at a hedge fund investing in high yield and distressed companies or at a research boutique covering those companies.

During the 2007-2009 automotive crisis, Shelly was one of the most quoted auto analysts on Wall Street, frequently appearing in the New York Times, Wall Street Journal, and on CNBC.

Currently, she reviews investment ideas for a family office; trains new analysts at several leading investment banks; and guest lectures in the executive education programs at Columbia and Wharton.

She is also an active investor in two startups: GuessWhatIBroughtYou.com which delivers cool souvenirs made locally to a traveler's hotel or home and MilleMoney, which features financial content for novice investors.

 

STAYING IN TOUCH WITH ERIC SCHLEIEN

STAYING IN TOUCH WITH SHELLY LOMBARD

 

Other Resources

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