When trying to work as a freelancer herself, Oona found the world of financial accounts and taxes too clunky and confusing to navigate with ease.  So what did she do?!  Revolutionize freelance banking by co-founding Lance, enabling freelancers to have "a bank account that pays your taxes, automates your savings, and sends you a paycheck!"  Her journey is one of wanting to relieve the burden for anyone with a side hustle, passion or making it in the gig-economy, and it stems from her own personal heart center and deep appreciation for the hyphenate.

Lance.app
@Oona on Instagram

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

Wondering what it means to be a conscious investor? Eva Yazhari joins me on Winged & Ready to talk about her new book "The Good Your Money Can Do" as well as her personal journey that brought her to impact investing and beyond!  Self described as one who thrives on growth, curiosity and solving problems with creative solutions, she gracefully walks through how aligning values and leveling the playing field is at the core of her tenets.   I hope you enjoy this easy, yet passionate, conversation around doing well by doing good!  If you are trying to define ESG or wondering what impact investing actually can look like, this is a must listen episode no matter where you are in your own wealth journey.

Book: The Good Your Money Can Do

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

Guest Tracy Holland shows her high-vibe side and digs into what female entrepreneurs need to level-up and hit their milestones - collective wisdom!  Her humor, grace and buy-in around share-to-build without sacrifice are quite potent.  Plus, she likes a good chicken trade!  She is a leading innovator in the beauty and wellness industry.  As the co-founder and CEO of HATCHBEAUTY Brands, she has built an international reputation as a curator of successful brands with a focus on new brand development for retailers worldwide.  Her new endeavor, Potential to Powerhouse is a ‘go to’ for female entrepreneurs who are ready to grow their business, their community and their expertise.  

Potential to Powerhouse

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

Guest Matthew Kerzner is a specialist in working with family- and closely held- businesses.  With trillions of dollars being passed from one generation to the next in coming years and most family businesses having a shelf life of roughly 25 years, prioritizing a transition plan is of utmost importance.  Matt walks us through the why's of transition planning and how it not only helps achieve success when monetizing, but also when just starting out!   

Matthew Kerzner is a Director in the Center Family Business Excellence Group within the Private Business Services Practice. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters.

Matt works with clients developing a strategic plan that acknowledges the issues and dynamics of both the family and the business in order to develop succession plans that prepare the next generation leaders to succeed.

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

Whether you are starting a business or selling one, you will want to go on this journey with guest Allison Rosenzweig of Offit Kurman.  Recently named as a Best Lawyer: One to Watch in 2021, she easily weaves us through the many important aspects of legal structures and contracts to make a new business venture or an exit a more successful  experience and less prone to risk.   A wonderful example of how a little advice can go a long way and another fantastic dive into the legal world.

Allison W. Rosenzweig concentrates her practice in business and transactional matters for a wide range of clients, including startups, closely-held businesses, and national entities. Her experience includes mergers and acquisitions, equity financing, early-stage investing, entity formation and governance, business divorce, the drafting and review of shareholder and operating agreements, supply and distribution agreements, entertainment agreements, licensing agreements, employment and consulting agreements and a wide variety of other general corporate and commercial agreements.

Allison Rosenzweig

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

As the length of Covid, variety of shutdowns, quarantine and literal stillness does not relent; I decided it was important for me to host my dear friend Nkrumah Pierre as a Winged & Ready guest.  Not only does Nkrumah facilitate business deals, act as a career catalyst and truly hold the seat of Master Connector, he has also become the go-to for how to conduct business in a virtual environment.  A connector and getting-it-done-savant, Nkrumah will take us through every level of why you need to be doing business virtually, forevermore!

Nkrumah has branded himself as a "Master Connector" for his clients by making strategic & well calculated introductions which most often lead to lucrative business opportunities. He provides global sales strategy and business development advisory. In addition, Nkrumah also takes pride in curating thought leadership forums.

Nkrumah Pierre

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

My guest, Patrick McCloskey,  and I will dig into the securities laws that govern private investments and how they impact investors and founders.  Patrick has over 20 years of experience as a corporate attorney at AmLaw firms. He has represented clients in a broad range of transactional matters, including corporate formations, private securities offerings, joint ventures, secured and unsecured debt financings, mergers & acquisitions and similar business combination and sale transactions. 

McCloskey Law

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

My guest, Richard Weaver helps business owners maximize wealth when selling their business in any environment.  We discuss how a low business valuation today could be optimal for exit strategy planning. Whether you are contemplating a partial or full sale of your business, or are currently in the midst of a sale transaction, Richard walks us through crucial planning items so you can pre-experience decisions, maximize wealth and optimize a transaction. 

Bernstein Business Owners Blog

Richard L. N. Weaver is a National Director in Bernstein’s Wealth Strategies Group, where he specializes in counseling private business owners, public corporate executives and holders of concentrated equity positions. Richard is the author of Bernstein’s research publications Executive Decisions: Making the Most of Compensation Plans to Build and Protect Personal Wealth and Selling a Business: Proceed with Confidence. Previously, he served as a senior portfolio manager, responsible for communicating the firm’s capital markets outlook, investment strategy and rationale for current positioning in global equity, fixed income and alternative asset portfolios. Richard joined Bernstein in January 2004 from Prudential Securities, where he headed the Private Wealth Management effort and managed the firm’s Executive Services and Strategies Group. His extensive career in capital markets has also included roles in investment banking, risk arbitrage, equity derivatives and structured products. Richard earned a BS in economics from the Wharton School at the University of Pennsylvania and an MBA from New York University.

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

Part I of a two-part legal series: in this episode Jonathan walks us through the nuts and bolts of private equity funds and why some families are getting into the game of having their own venture capital arm.  Jonathan advises hedge funds, private equity funds, venture capital funds, and other pooled investment vehicles and their managers on all aspects of fund formation, operations and regulatory compliance.

Jonathan Golub

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.

This episode packs a punch with a cadre of retirement plan professionals ready to help any plan sponsor and investment committee tackle the pressing issues of being a fiduciary and what needs to be considered in today's environment.  Our guests come from defined contribution specialists and span key elements of a successful solution, like plan administration, ERISA and DOL guidance, and investment advisory.  If you are curious about current 401(K) trends, financial wellness programs, and employee engagement, you need to dig into this episode! 

Guests:
Halley Love, National Director—Bernstein
Ary Rosenbaum, ERISA/Retirement Attorney—Rosenbaum Law
Jason Timko, Regional Director—Empower Retirement

Fiduciary Torch is Brighter paper by Halley's team

Disclosure
Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time

after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.

© 2020 AllianceBernstein L.P.