In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Elizabeth Alm, Portfolio Manager at Saturna Capital, a Washington State-based investment manager where she manages a sukuk fixed-income strategy. Elizabeth shares her outlook for sukuk fixed-income investing including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry and more.✨ What you’ll learn:🚀 How Sukuk investing differs from traditional bonds and aligns with faith-based principles💡 Key opportunities and growth drivers in the global Sukuk and fixed-income markets 📊 Why sustainable, low-volatility Sukuk investments appeal to both Muslim and non-Muslim investors🌍 Insights on gender diversity and leadership in global finance👍 Like, comment, and subscribe for more expert insights on investing, finance, and sustainability!

In this episode of EisnerAmper’s Healthcare Podcast, EisnerAmper’s Tony Davis sits down with Jeremy Palm, Partner and Qualified Pension Administrator (QPA) at EisnerAmper, to explore the intersection of healthcare and retirement plan administration. With over 18 years of experience designing and managing qualified retirement plans, including 401(k), profit-sharing, and cash balance plans, Jeremy shares insights on how healthcare organizations can optimize their retirement strategies to attract talent, reduce tax burdens, and ensure long-term financial wellness. Whether you're a healthcare executive, HR leader, or financial advisor, this episode delivers actionable strategies to elevate your retirement planning game.✨ What you’ll learn:🚀 How to design tax-efficient 401(k) and cash balance plans💡 Strategies to attract and retain top healthcare talent through benefits📊 Smart ways to manage profit-sharing and pension plans for long-term impact🔍 Expert insights on compliance and plan optimization for healthcare businesses👍 Like, comment, and subscribe for more expert insights on healthcare finance, retirement planning, and business growth!

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Kastner, Principal, Halyard Asset Management, a New York-based manager which manages short-duration cash management strategies. Michael shares his outlook for investing in short-duration cash management, including the greatest opportunities, challenges and more.✨ What you’ll learn:🚀 How short-duration strategies help optimize liquidity and manage interest rate risk💡 Key opportunities in fixed-income markets amid changing Fed policies📊 Insights on balancing corporate and Treasury bonds for better cash returns🔍 Risks and sectors to avoid in today’s short-duration investment landscape👍 Like, comment, and subscribe for more expert insights on investment strategy, financial trends, and market outlooks!

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Romain Diaz, Founder & CEO of Satgana, a Luxembourg-based climate tech venture capital firm. Romain shares his outlook for climate tech venture capital investing, including the greatest opportunities, challenges and more. ✨ What you’ll learn: 🚀 How climate tech VC is reshaping industries across energy, transport, and agriculture 💡 Why “green discount” innovations are outperforming traditional models 📊 The biggest investor perceptions and ESG integration strategies in 2025 🌍 How early-stage founders and LPs can capitalize on long-term climate investment trends Climate tech investing is entering a transformative era — from early-stage funding opportunities to ESG-driven innovation, discover how global investors like Satgana are driving impact and profitability.

Uli Chettipally, founder of Sirica Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his digital health startup is developing a groundbreaking therapy for individuals with autism spectrum disorder (ASD). In this episode, discover how Sirica Therapeutics’ proprietary Cognitive Sensorimotor Therapy blends virtual reality, gaming, robotics, and physical exercise to create an immersive therapeutic system. Tune in to learn more about Sirica Therapeutics’ mission to transform autism care, bringing joy, empowerment, and meaningful progress to individuals and families affected by ASD. Sirica Therapeutics: https://www.siricatx.com/ Connect with Dr. Uli Chettipally: https://www.linkedin.com/in/ulichettipally/ ✨ What you’ll learn: 🚀 How digital therapeutics are reshaping autism and pediatric neurorehabilitation 💡 The science behind cognitive sensorimotor therapy using VR, robotics, and gaming 📊 How AI and machine learning personalize treatment for better outcomes 🔍 Insights for founders bridging clinical expertise with startup innovation

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more. ✨ What you’ll learn: 🚀 How scientific investing is redefining fixed-income strategies using data and evidence-based methods. 💡 The role of AI and machine learning in analyzing large data sets for smarter credit decisions. 📊 Opportunities and diversification benefits in scientific fixed-income portfolios. 🔍 Key challenges, future outlook, and why this approach is gaining traction among institutional investors. 👍 Like, comment, and subscribe for more expert insights on finance, AI in investing, and emerging alternative strategies!

In this episode of EisnerAmper's Engaging Alternatives podcast series, Elana Margulies-Snyderman, Director, Publications, speaks with Keri Findley, CEO & CIO, Tacora Capital Management, an investment manager specializing in asset-based lending opportunities in specialty finance and insurance. Keri, a former Partner at Third Point Capital, shares her outlook for providing bespoke, founder-friendly financing solutions to high-growth, tech-enabled companies including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you’ll learn: 🚀 How asset-based lending supports high-growth, tech-enabled companies 💡 Founder-friendly financing solutions tailored to startups and scale-ups 📊 Emerging opportunities and niche markets in specialty finance & insurance 🔍 Challenges of private credit and building strong investment teams

Julia Whippo, CEO and co-founder of Moneyball.ai, joins EisnerAmper's TechTalk host Fritz Spencer to explore how her experience from Goldman Sachs and founding a bank led to her new startup revolutionizing private investing using the world's first AI investment banker. In this episode, discover how Moneyball.ai replaces traditional networking with a precision-matched, AI-driven deal flow—connecting early-stage investors with startup founders through behavioral insights to create a more efficient and equitable ecosystem. Tune in to learn how Moneyball.ai’s mission to align founders and investors through data and AI is unlocking access to capital, accelerating innovation, and driving meaningful change.Connect with Julia Whippo: https://www.linkedin.com/in/julia-whippo/Moneyball.ai: https://www.moneyball.ai/

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Phyllis Costanza, Chief Social Investment Officer at Advanced Portfolio Management, an independent specialty asset manager that designs and manages customized investments for global institutional investors. Phyllis shares her outlook for investing via social factor analysis including the greatest opportunities and challenges. She also discusses her experience being a woman in the industry. ✨ What you’ll learn: 🚀 How social factor analysis impacts financial performance 💡 Biggest opportunities in AI-driven investment strategies 📊 Key challenges in social factor investing and data scarcity 🔍 Leadership lessons from women in finance

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Rosalind Bazany, Partner & Head of ESG and Impact at Antler, a Singapore-based global early-stage venture capital firm that invests in emerging AI businesses. Ros shares her outlook for investing in those businesses, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more.

David Wieland, co-founder and CEO at Realized, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup’s platform can help users transform wealth from individual investment properties into diversified real estate portfolios, customized to income needs, tax situations, and investment goals. Discover how investors and their financial advisors are combining deep real estate expertise with cutting-edge technology that offers tools to help quantify risk and optimize portfolio construction. You’ll hear about Realized’s mission to bridge the gap between traditional real estate ownership and sophisticated wealth management, empowering investors to preserve and grow their wealth across generations.Connect with David Wieland: https://www.linkedin.com/in/davidawieland/Realized: https://www.realized1031.com/

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Robert Esposito, Managing Director in the firm's Transaction Advisory Services Group. Bob shares his outlook for dealmaking in the life sciences industry, including the opportunities, challenges and due diligence considerations. He also discusses what private equity managers look for in the buy-side process to better ensure that both a mutually beneficial and efficient transaction can be consummated in today's economic and transaction market environment. The conversation dives deep into life sciences M&A, private equity dealmaking, and healthcare investment strategies. Whether you’re an investor, entrepreneur, or advisor, you’ll gain insights into how deals are structured, what risks matter most, and where the biggest opportunities lie in 2025.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Mark Hale, Chief Investment Officer, Prytania Asset Management, a securitized credit investment manager based in London. Mark shares his outlook for investing in securitized credit transactions including the greatest opportunities, challenges and more.

Schuyler Dalton, impact investment manager with the World Wildlife Fund (WWF), joins EisnerAmper's TechTalk host Fritz Spencer to explore how her investment group, WWF Impact, is amplifying the WWF’s charitable mission and conservation goals within the food system. In this episode, discover how WWF Impact is investing in innovations that reduce farming’s environmental footprint while promoting ecosystem and community health. They'll dive into emerging tech trends in regenerative agriculture, from linking farmer profits to improving soil and biodiversity to advancing traceability in livestock, crops, and produce. Tune in to learn more about the Fund’s mission to build a future where people live in harmony with nature.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Jack McCarthy, Co-Founder & CEO, Gold Leaf Farming, a specialty crop farmland investment firm that invests in almond and pistachio orchards in the Western U.S. Jack shares his outlook for crop farmland investing including the greatest opportunities, challenges and more.

Join EisnerAmper’s Disaster Recovery Team as we commemorate the 20th anniversary of Hurricane Katrina, one of the most devastating natural disasters in U.S. history. In this special video, Jennifer Butler, Partner and Leader of our Government Sector Services sits down with Mark Cooper, a leading emergency management expert, to reflect on the lessons learned from Hurricane Katrina. Together, they explore its lasting impact, discuss the current disaster recovery landscape, and offer valuable perspectives on the future of emergency preparedness. Tune in to gain a comprehensive understanding of Katrina's lasting impact and gain unique insights into FEMA operations and disaster recovery strategies.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kelly Ann Winget, Founder & CEO, Alternative Wealth Partners, a Dallas-based private equity firm focused on blended portfolios of non-correlated investments. Kelly Ann shares her outlook for private equity investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.

Andrew Rush, co-founder and CEO of Star Catcher, joins EisnerAmper's TechTalk host Fritz Spencer to explore how his startup is revolutionizing space infrastructure by creating the first energy grid for space. In this episode, discover how Star Catcher’s proprietary, space-to-space solar beaming technology delivers on-demand power to satellites, boosting uptime, expanding mission capabilities, and cutting launch costs. Tune in to learn about the startups' bold mission to eliminate power constraints in orbit by building foundational infrastructure that supports the growing needs of commercial, civil, and defense space operations.Connect with Andrew Rush: https://www.linkedin.com/in/rushandrew/Star Catcher: Star Catcher - Power to Go Beyond

In this insightful episode of the EisnerAmper Dental Podcast, host Tony Davis is joined by dental industry specialists Erick Cutler and Morgan Hamon to explore how EisnerAmper empowers dental practices with robust financial reporting and strategic tax planning. Drawing from their extensive experience in accounting, advisory, and business consulting, the trio discusses how tailored financial insights can help dental professionals make informed decisions, optimize profitability, and stay ahead of regulatory changes. Whether you're a solo practitioner or part of a growing DSO, this episode offers valuable guidance on elevating your practice’s financial health.Tax Planning for Dentists — actionable tax strategy and financial reporting advice to help dental practices improve cash flow, measure the right KPIs, and stay audit-ready.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mayank Mohan, Managing Partner, Museum Mile Funds, an investment manager focused on innovative cash management strategies. Mayank shares his outlook for investing in innovative cash management strategies, including the greatest opportunities, challenges and more.