On this episode of Investors & Operators, Jordan sits down with Russ D'Argento, Founder & CEO of FINTRX. Together, they discuss: How he bootstrapped FINTRX and his journey of raising $9M Series AHis advice to tech founders Finding vision, mission & value in the finance industry How his previous experience of a baseball player & a poker player has led to where he is today ...and so much more. ### Russ D’Argento founded FINTRX in 2014 as a bootstrapped solo founder. He now...

On this episode of Investors & Operators, Jordan sits down with Doug Pick, Founder & CEO, DAP Ventures. Together, they discuss: How Doug went from a photographer for Motley Crue at 13, to getting into an industry he basically had no knowledge of, to distributing 500M state of art ear plugs worldwide through known brand stores Riding the market tides of manufacturing consumer products Advice he had for entrepreneurs interested in selling  ...and so much more. === For 26 years, Doug...

On this episode of Investors & Operators, Jordan sits down with Tarrus Richardson, Founder & CEO of IMB Partners. Founded in 2010, IMB Partners is a private equity firm with 8 platform companies, $1 billion+ portfolio revenue, and 100+ years of investment experience across the team. Discussion Topics: - The 4 pillars of growing to $1 billion of portfolio company revenue - 27x return on Lafata investment  - Customer concentration - How IMB uses EOS across its portfolio - How to balance...

Why is “thank you” important? Heather Madland, Partner and Head of Business Development at Huron Capital, on the key role that team culture has in professional development and how to leverage your emotions. Heather also touched on the importance of emotions and listening to your body to decipher them. Feeling your emotions humanizes you and is a necessary skill to balance responding and reacting to feedback in a productive way. Knowing how your body will respond to different emotions is...

On this episode of Investors & Operators, Jordan sits down with Chiara Bell, CEO of Care Heroes. Together, they discuss: Chiara Bell’s commitment in healthcare and her journey to becoming an entrepreneurLack of attention on the home healthcare industry in today’s societyWhat it takes to become a successful entrepreneur ...and so much more. While home healthcare is one of the most vital workforces, our society is not giving it the same gratitude as it should be. In this episode, Chiara...

On this episode of Investors & Operators, Jordan sits down with Luke Redman, CEO of Hospital Internists of Texas. Together, they discuss: The transformation of the operations, structures, and strategies at Hospital Internists of TexasThe challenges Luke had undergone over the past 5 years of being the CEO at HITThe key equity investment dynamics across the healthcare industry ...and so much more. Luke Redman, CEO of Hospital Internists of Texas, and Jordan had an interesting discussion...

On this episode of Investors & Operators, Jordan sits down with Dana Cavalea, High Performance Executive Coach. Together, they discuss: Coach Cavalea’s new book: “Habits of a Champion Team”The importance of having a coach or mentor Why is it critical to include "micro off-seasons"  ...and so much more. Dana Cavalea, a very successful high-performance coach, spoke with Jordan on the value of having a coach who can help you realize your greatest potential. Coach Cavalea comes from a...

On this episode of Investors & Operators, Mike Alberts, Vice President at Cohere Capital flip interviewed Jordan and Jing. Together, they discuss: How Ironman and other endurance competitions motivate people to overcome challenging obstacles that at first appear completely impossibleJing’s first marathon - “register first, then figure it out”The upcoming LA Marathon that both Jordan and Jing would participate ...and so much more. Jordan and Jing talked about the amazing journey they had...

On this episode of Investors & Operators, Jordan sits down with Patrick McGinnis, Managing Partner at Dirigo Advisors. Together, they discuss: Growing up, finding one's purpose, and not being afraid to create a unique path through life“The 10% Entrepreneur”, one of Patrick McGinnis’ latest takes on how to integrate entrepreneurship into a person’s traditional career pathFOMO (Fear of Missing Out) and how FOMO has further impacted people’s daily lives through technological...

On this episode of Investors & Operators, Jordan sits down with Taren Gesell, Founder at  MōTTIV. Together, they discuss: Setting challenging goals, and developing a plan to achieve themOvercoming mental barriersAnticipating discomfort and building physical resilience ...and so much more. Taren describes his young adult life as an unhealthy and unhappy time where he realized that he was missing the challenge and fulfillment he really desired in life. 12 years later, Taren has risen to the...

On this episode of Investors and Operators, along with Jing (Co-founder, COO and wife), Jordan sits down with Caroline Young, CEO and Founder at Craftsbury Consulting, and former Partner at HKW. Together, they discuss: How to give feedback How firms can effectively retain their female colleagues Being a woman in an industry that is traditionally dominated by men ...and so much more. ### Caroline's bio Personal mission: spread light and joy to those around me and promote kindness and...

The secret of growing a start-up by 44x in 3 years While managing two start-ups simultaneously, and starting a family, David Thorpe built Upperline Health from the ground up with a mission to disrupt specialty healthcare by bringing value-based care to narrower segments within the healthcare system. Over the past 5 years, Upperline Health branched out across 6 states, and was named the fastest growing practice out of its home base in Nashville, TN. Upperline Health's 3-year growth rate is...

“You can have everything you want, but not at the same time” What are the keys to success in the energy sector? How can you be strategic in designing an investment team? How do you balance the professional rigors of serving on a board, with family life, and participation with non-profit organizations? Patti has been a leader of capital management in the energy industry for over 35 years. When assembling a team, be prepared to hire and support the investment team for up to 2 years. It can...

(DWYSYWD) Do What You Said You Would Do Michael Painter is Co-Founder and Managing Partner of Plexus Capital based out of Raleigh, NC. Plexus Capital was established in 2005 and has rapidly risen under the strategic leadership of Michael and his team. In 2016, Plexus Capital raised over $400 million in support of establishing its fourth investment fund. In 2020, they established a fifth fund with over $500 million raised. At that same time, Plexus Capital managed over 1.1 billion dollars...

How do you bring new leadership into your organization? How do you develop and maintain the culture within your organization? Walt Freese, the former CEO of world-renowned ice cream and dominant incumbent, Ben and Jerry’s, gave his perspective on bringing new talent into an organization. He described the belief carried by many organizations which focus too much on specific qualifications and past experiences of candidates, instead of focusing on where those candidates might be in the next...

On this episode of Investors and Operators, Jordan sits down with TOM WELLS, Managing Partner and Co-Founder, 10 Point Capital. Together, they discuss: Leadership in the restaurant industry and leading franchisors Managing a largely transient workforce and developing leaders who have a passion for the industry Developing and using processes to manage the business ...and so much more. ***** TOM WELLS focuses on partnering with visionary founders and operating executives to build dominant...

On this episode of Investors and Operators, Jordan sits down with MARC CABRERA, Co-Head, Healthcare Investment Banking at Oppenheimer and Co. Inc. Together, they discuss: The less obvious industry trends physician owners should know Having SOPs for small businesses and teams How being a banker is like being a triathlete ...and so much more. *** MARC CABRERA has 30 years of investment banking experience having closed 150 transactions valued at more than $20 billion. Marc has spent the last...

On this episode of Investors and Operators, Jordan sits down with KEVIN STARK, Director of Coaching at Arena Labs. Together, they discuss: Kevin’s experience as a “slow” endurance athlete Tough moments and how to handle them The 80/20 Rule ...and so much more. *** KEVIN STARK is a 22-year Navy SEAL veteran, endurance athlete, and performance coach. As the Director of Coaching for Arena Labs, Kevin leverages his expertise to bring the tools, frameworks, and resources of high-performance...

On this episode of Investors and Operators, Jordan sits down with JAY HEWITT, Pastor at Friends Church Orange. Together, they discuss: On his first day of radiotherapy and chemotherapy in August 2019, it was the first day he started his Ironman training What faith means to him and his path of re-finding faith How to be the best version of yourself in the different roles you play in life ...and so much more.

On this episode of Investors and Operators, Jordan sits down with BRIAN BANK, Strategy and Client Development, Investment Funds Group at Kirkland and Ellis LLP. Together, they discuss: What LPs want from emerging manager pitches The importance of communications The ups and downs of being an emerging manager ...and so much more. BRIAN BANK is a partner-level, client-facing non-lawyer within Kirkland and Ellis's Investment Funds Group, the largest and most active private equity focused law...

On this episode of Investors and Operators, Jordan sits down with JIM MAHONEY, Managing Partner at Huron Capital. Together, they discuss: how to utilize core values in a unique way leading and incentivizing a team in 2022 record highs at Huron Capital ...and so much more. JIM MAHONEY is the Managing Partner of Huron Capital. In addition to sourcing, evaluating, executing and managing investments, Jim is responsible for setting strategy and managing the operations of the firm. Jim is a member...

ATI Partners is a public and private infrastructure fund manager that focuses on middle market investment opportunities in transportation, digital, and social community infrastructure. In this episode of Investors and Operators, David Cibrian sits down with Jordan Selleck to discuss: Seizing opportunities when they present themselves What it means to be a first generation American Why infrastructure is more than toll roads and bridges …and much more. David Cibrian is CEO, CIO, and Co-Founder...