Pilgrim on the 405
By Will Crist
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Podcast Description
Follow Sales Pioneer Will Crist as he blazes new trails for sales in the 21st Century.
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Pilgrim Talks: Terry Ransom, CEO of Real Practice | Carey Ransom, CEO ReplyWise Small businesses spend billions of dollars every year on marketing, to generate more "business." When marketing works, it creates inbound activity from potential customers - phone calls, emails and other inquiries. With all the attention on generating leads, though, virtually no systems or processes are established to maximize the conversion of leads into customers, and then retaining those customers within the business. Solutions often seem too complicated, difficult or expensive, so business owners avoid them. Easy, cost-effective solutions are available, and when used by a small business, they can greatly improve the ultimate goal of their marketing - getting more customers and keeping more of them. In fact, ReplyWise's users are improving the rate at which they get new customers by an average of 67% after only a few months of using it. ReplyWise was purpose built for small businesses to help them quickly setup the software, directly engage and get immediate value from using it with new leads, and see clearly measurable results from their marketing activities. The goal is for small business owners to "advertise wisely and close more business." Carey Ransom is an experienced Internet and software entrepreneur and executive, having started, grown and aided many technology companies during their startup and growth phases. His career spans executive roles in business development, strategy, marketing, sales and corporate development. Throughout his career, Carey has focused on solutions for small businesses and helping them improve their marketing and business operations. He is proud of both growing up in and the continued success of his family's 140-yr old small business, which has taught him most of what he knows about business. He has an Economics degree from Indiana University and an MBA from the UCLA Anderson School. To learn more about ReplyWise, go to replywise.com Conscious Selling the Sandler Way | 5/2/12 | Free | View In iTunes |
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Pilgrim Talks: Nick Payzant, CEO Cerna Homecare | Nick Payzant, CEO Cerna Homecare Healthcare is one of the largest and fastest growing industries in the U.S., and its future is extremely bright. With approximately 7,000 Americans turning 65 every day, the need for health services and home healthcare is growing exponentially. By 2012, there will be more than 40 million Americans over the age of 65, and over 70 million by the year 2030. By that time, 1 out of 5 people in the U.S. will be potential clients for home healthcare. Cerna Healthcare offers in-home and onsite care, coordinated care and nursing services. Founded in 2008, Cerna is a leading provider of Level II Home Care services, which includes cognitive and physical stimulation for patients that play an important role in recovery for those returning from a hospital stay, have an impairment due to Alzheimer's, Dementia, Parkinson's, and Stroke or suffer from general aging issues. Cerna Healthcare services are available in areas throughout Southern California, San Diego and Dallas. Client support is available 24 hours/day by calling 877-577-6782. For more information, visitwww.cernahealth.com To learn more about Cerna Homecare, go to cernahealth.com Conscious Selling the Sandler Way | 4/25/12 | Free | View In iTunes |
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Pilgrim Talks: David Pensak, Innovation Guru | David Pensak Author and Innovator David Pensak is a devout believer in the importance of innovation and thoroughly convinced that we all have the potential to come up with great ideas, which solve important problems. The difficulty is that as we have grown up (and during our professional lives) we have been told over and over that the only right answer is the one, which our teachers or supervisors want. This is a bad situation because it undermines your confidence in your own judgment and makes you defer to authority without questioning it. I'm not by any means advocating insurrection or civil disobedience, rather a set of process which enable you to make sure you are actually solving a relevant problem and that you have come up with one or more solutions which actually solve it. The answer lies in our ability to look at our surroundings like a jigsaw puzzle and our learning to find new and different ways to put the pieces together. It has been claimed that in a typical Sunday newspaper we have as much information as the average person during the Middle Ages encountered during their entire lifetime. The pace of information growth is getting faster and faster. Our brains are at the precipice of getting overwhelmed with quantity, quality handling of information is getting harder and harder. We need to develop and embrace new disciplines of learning and organizing if we are going to go forward. Innovation comes from just three sources - a need, dissatisfaction, or a curiosity. While innovation has many definitions, the one I like best is 'the application of already known information to well defined existing problems'. Invention requires discovering heretofore-unknown facts and properties but innovation does not. Boiled down, innovation is just repurposing what is already known. The crux of the matter is that the information may be known to others but not to you. This means that you have to methodically determine what you don't know as it relates to what you perceive as an opportunity and either research it or find people who already know what you do not. When lumped together you can, and should, go through an iterative process of narrowing down your problem and then generalizing it to make sure you are solving the maximal part of the problem and perhaps a broader one than you had initially considered. Then comes a hard part. Don't leap to a solution. If you do, then you are already throwing away a lot of what you have worked so hard to cobble together. Try and determine what the characteristics of a solution should be - a skeleton, if you will, rather than putting flesh on before the bones. David's undergraduate school was Princeton University and he went to Harvard University for graduate school. Then he spent 30 years at DuPont, retiring in 2004 to teach and write his book. He has taught courses at Wharton Business School and the University of Delaware. He has lectured at major corporations and all over the world. To learn more about David Pensak and Innovation for Underdogs, go to davidpensak.com To learn more about The Pensak Innovation Insitute, go to pensakinnovationinstitute.com Conscious Selling the Sandler Way | 4/18/12 | Free | View In iTunes |
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Pilgrim Talks: Abbas Mohaddes, CEO of Iteris | Abbas Mohaddes Director, President, 8 Chief Executive Officer Abbas Mohaddes has served as the Chief Executive Officer and President since March 2007 and as a director since September 2005. Prior to his promotion in March 2007, Mr. Mohaddes served as the Executive Vice President from October 2004. Mr. Mohaddes was also the President and Chief Executive Officer of Meyer, Mohaddes Associates, Inc. ("MMA"), an ITS and transportation firm that he co-founded, which was acquired by the Iteris in 1998. Abbas is a founding member and currently is chairman of the board of directors of ITS America, the largest ITS trade organization in the world. He is also a fellow member of the Institute of Transportation Engineers, the Transportation Research Board, a member of Design/Build Institute of America, and a member of the Forum for Corporate Directors (FCD). Abbas has published more than 50 articles for ITS/Transportation engineering and technology around the world, and has become an internationally recognized expert in ITS/traffic management. In 1995, he assisted The Federal Highway Administration of the U.S. Department of Transportation in preparing the "Traffic Control Handbook," with more than 100,000 copies now in print. He has received several awards by various trade organizations in recognition of his contribution to the Transportation Engineering and ITS fields. Abbas received his Master's Degree in Transportation Engineering from the University of Nebraska. About Iteris, Inc. Iteris, Inc. is the market leader in providing software-based Information Solutions to the Intelligent Traffic Management Industry. The company's decades of expertise in traffic management, along with superior services and patented products, help detect, measure, and manage traffic and vehicular performance,minimize traffic congestion, and inform and empower Iteris clients with solutions to better manage their transportation networks. The firm is headquartered in Santa Ana, California with offices nationwide and in the Middle East. To learn more about Iteris, Inc. call 1-888-329-4483 or go to iteris.com | 4/11/12 | Free | View In iTunes |
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Pilgrim Talks: Scott Trotter: Executive Director of the Orange County Child Abuse Prevention Center | Scott Trotter Executive Director Since August of 2006, Scott Trotter has served as the Executive Director for the Child Abuse Prevention Center. In his role, Scott provides leadership to a volunteer Board of Directors and a staff of over 80 employees. His guidance helps shape the Prevention Center's family focused prevention programs. Scott is committed to fulfilling the Prevention Center's mission of serving at-risk children and families with programs that break the generational cycle of child abuse and family violence. Scott has long been involved in nonprofit and healthcare organizations, serving key roles at organizations including, Habitat for Humanity and Caremark. His professional experience also includes 18 years of business management at Disney and Ernst and Young. His expertise in strategic planning and organizational leadership are tremendous assets and allows the Prevention Center to reach even more children and families in Orange County. The Orange County Child Abuse Prevention Center is a 501(c)(3) nonprofit directly serving at-risk children and families in crisis to prevent and break the generational cycle of child abuse. We value every child's right to grow up in a safe and nurturing home environment. Our programs provide critically needed parenting education, case management, and mental health services to families at-risk of abuse in their own homes. Our programs work with parents to create healthier environments for children, ultimately building stronger families. By providing families with the tools and education they need to build nurturing homes, we are breaking the generational cycle of abuse. One child at a time, one family at a time, we are creating stronger families and healthier communities. In our community, child abuse statistics are staggering. The Orange County Child Abuse Registry receives more than 100 calls a day reporting cases of child abuse and maltreatment. In 2010, over 18,000 child abuse reports were filed in which over 38,000 children were reported to have suffered physical, emotional, and/or sexual abuse. Sadly, more than 1/3 of abused and neglected children will eventually victimize their own children. Please partner with us to Help Break the Cycle. Become a Volunteer! Our experience has shown that volunteers find our program to be extremely rewarding and gratifying. We greatly value our volunteers and hope you might consider talking to us about this opportunity to serve our community. Please attend a volunteer orientation to learn more. The next available dates are April 30, June 11, July 30, August 27 and September 24 from 6 p.m. to 7 p.m. Light dinner at 5:30 p.m. Please RSVP to LRomo@BrightFutures4Kids.org. To learn more about The Child Abuse Prevention Center, go to brightfutures4kids.org. | 3/23/12 | Free | View In iTunes |
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Pilgrim Talks: Chris Cannizzaro - Everest Summiter | Chris Cannizzaro A Young Man With a Passion and a Goal This is a great story! Listen to the story of a twenty-year-old young man whose dream was to climb Mt. Everest, even though he had no climbing experience at all. Chris is a demonstration of the truth: If one person in the world can do something, anyone can do it if he/she has two things: an unstoppable desire and access to someone who has done and can teach hi /her how to do it. You will hear what unstoppable passion sounds like. It means choosing to do or die all the way up and down big mountains. The book Transcend chronicles Chris's journey. Get a FREE copy at Meridian Graphics. This show is sponsored in part by Meridian Graphics 2652 Dow Avenue Tustin, CA 92780-7208 (949) 833-3500 Conscious Selling the Sandler Way | 3/21/12 | Free | View In iTunes |
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Pilgrim Talks: Steve Healy | Steve Healy General Manager Identive Group, Inc. provides secure identification, or "Secure ID," solutions that combine the convenience of radio frequency identification ("RFID") with the security of smart card technology - enabling people to easily and securely interact with and manage digital devices, systems and data. The company's offerings range from innovative hardware and software products, to complete systems, to integration services, which are used to address a range of Secure ID applications including physical access, cyber security, credential issuance and management, mobile payment and ID systems integration. Identive sells its offerings to customers in the government, enterprise, consumer, education, healthcare and transportation sectors. The company's Hirsch Identive business unit - formerly known as Hirsch Electronics - develops and sells enterprise-class physical access control solutions, fully integrated security systems as well as integration services that support a wide range of identity credentials, including digital certificates, smart cards, RFID cards and biometrics. Hirsch Identive, a business unit of Identive Group, Inc. (NASDAQ: INVE; Frankfurt: INV), manufactures integrated security and identity systems for worldwide markets. Hirsch's award-winning solutions incorporate access control, video surveillance, intrusion detection, digital certificates, smart cards and biometrics in order to successfully secure facilities, digital assets and electronic transactions. To learn more about Hirsch Identive, go to hirsch-identive.com. Conscious Selling the Sandler Way | 3/14/12 | Free | View In iTunes |
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Pilgrim Talks: Ron Williams, CEO of Talon Executive Services | Ron Williams CEO Dedicating 22 years to the United States Secret Service, Ron Williams had the opportunity to work and supervise all divisions of the SS Treasury department in the Los Angeles Field Office. Gaining a wealth of security expertise and a highly regarded reputation within Federal Law Enforcement, Mr. Williams decided to start Talon Executive Services, Inc., a corporate security and investigations company. As a Secret Service Agent, Mr. Williams supervised the credit card and financial fraud squad, the counterfeit squad, and the elite Counter Assault Team (CAT) to combat terrorism. As the Lead Advance Agent, Mr. Williams was responsible for all advance security plans and logistics coordination for Presidential, Vice Presidential, and foreign heads-of-state visits to Los Angeles. He personally protected Presidents Ford, Reagan, Bush, and Clinton, as well as such noted dignitaries as Queen Elizabeth, Yitzhak Shamir, and Pope John Paul and was the recipient of numerous awards including the United States Secret Service Director's Award for Special Achievement on eight occasions. Focusing on the company he founded in 1994, Talon Executive Services, Inc., Mr. Williams has created a highly advanced team of former Secret Service and F.B.I. agents as well as other federal, state and local law enforcement officers. Threat assessment and physical site surveys performed by Talon include venues such as public transportation, entertainment and pharmaceutical. As a RAM-w certified agent, he performs threat assessments and develops remedial measures for water districts, identified as one of the nation's critical infrastructures. Because of his expertise in the field of anti-terrorism, Mr. Williams was asked by the California Gubernatorial delegation in 2002, to meet with Tom Ridge regarding homeland security. His association with AFAUSSS (Association of Former Agents of the United States Secret Service), ASIS (American Society of Industry Security), ATAP (Association of Threat Assessment Professionals) American Water Works Association (AWWA) Association of California Water Agencies (ACWA) to name a few, keeps him abreast of all matters involving security and threat assessment. He is also an active member of the FBI's InfraGard program, U.S. State Department Overseas Advisory Council (OSAC) and OCPST (Orange County Private Sector Terrorist Response). Mr. Williams frequently appears on Fox News Channel as well as other national shows as a security analyst and terrorism expert. He was also the keynote speaker at the 1999 Alabama Governor's Conference on Violence in the Workplace Prevention, has made presentations to the California Association of Water Agencies which included a White Paper, and continues to educate organizations on various security issues through specialized seminars and training. To learn more about Talon Executive Services, go to talonexec.com | 2/29/12 | Free | View In iTunes |
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Pilgrim Talks: Michael Luckman | Michael Luckman With forty plus years as a salesperson, marketing pioneer, entrepreneur and sales trainer, Michael Luckman is today, a successful and dynamic speaker, trainer and coach. In Overpowering Fear he opens up his life and the lessons learned to help his readers uncover their own fear blocks and overpower them, in order to enjoy lives filled with confidence, success and abundance. Overpowering Fear is Michael’s real world journey through a career filled with amazing achievements – including the launch of the first electronic toy and inventions like the cartridge video game system, the electronic keyboard and the see-through advertising product seen on vehicle wraps. Michael also “gets real” about the personal defeats that came when fear, uncertainty and doubt clouded even one of the brightest minds in business. In working with and training thousands of salespeople, Michael came to the conclusion that those who reach the top in sales are those who have learned to overpower their fears and do whatever is necessary to gain the business. While those we would consider average salespeople succumb to their fears and will do only those things that fall within their comfort zones. Unlike psychologists and other scientists who approach the topic of fear from an arm’s length or academic perspective, Michael peels back the cover on his own life. With astonishing honesty and impressive insight, he exposes painful, emotional events that began in childhood and continued to dog him as he rose in the business world. Told with humor as well as deep personal truth, Michael’s life story and his “Luckman’s Laws” help readers take an equally brave and fruitful look at their own journeys. They will be delighted to find ten exercises at the end of the book that Michael created to help them find the causes and cures for their own fears. Readers will also learn how to identify goals they want to see materialize in their lives, understand what dreams they have been afraid to realize and be able to create a roadmap to a fantastic future. This is a hugely important book because it alone examines the earliest origins of fear, a complex and defeating emotion, from a very personal and relatable perspective. Fear is present in every occupation and in every stage of life, so much so that it is a virtual epidemic affecting almost everyone at any time. To see more about Michael Luckman and his book, go to michael-luckman.com | 2/15/12 | Free | View In iTunes |
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Pilgrim Talks: Michael Saddik - AnaTango | Michael Saddik CEO Michael Saddik is an established senior executive with over 20 years of experience in sales and technology. Formally the Executive Vice-President of Concerro, a healthcare Software-as-a-Service company, Saddik later co-founded his own start-up tech company, AnaTango, which specializes in cloud-based software applications and services. Saddik holds an MBA from Pepperdine University with an emphasis in Executive Leadership; and currently serves as a Board Member for The Lupus Foundation of Northern California, a non-profit organization which promotes lupus awareness. His company, AnaTango, has quickly established itself as a business solution provider which enables their customer base to maximize their operations, while minimizing their total cost of ownership. Saddik and his team of business management experts have empowered organizations to do business their way while speaking a common business language. Currently, "The AnaTango Business Diamond", (Saddik's business solution to the market today) consists of four distinct services: AnaTango Cloud, AnaTango Consult, AnaTango Connect, and AnaTango Apps. The Cloud and Consult services being the two most popular services offered. "AnaTango Cloud" is AnaTango's software solution which allows organizations small and large to implement, deploy, and manage their strategy with visible accountability. AnaTango Cloud products are designed to empower business leaders with all of the tools required to create and execute the simplest to the most complex operational processes and strategic plans. It embraces the over-arching CEO view intertwined with a systems engineering and detail- oriented approach that allows the user the impressive ability to model a process or develop a strategic plan, as well as a seasoned executive does. Whether the process, structure, or model is a SWOT (OTSW), KPI, TOC, Feasibility Study, Risk Control or models that exist today, or even something that you invent, Anavation lets you construct it, and integrate it within the bigger picture. "AnaTango Consult", Saddik's latest creation, allows organizations help with: Strategy Deployment, Operational Excellence, Infrastructure Efficiency, Shareholder Return, Profitable Growth, Customer Metrics, 8 Financial Consistency, and lastly: Branding and Marketing: via: Internet websites, Social Media, other Media outlets. To learn more about AnaTango, go to anatango.com | 2/8/12 | Free | View In iTunes |
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Pilgrim Talks: Larry Sidoti - Yogurtland | Larry Sidoti, Vice President of Development and Operations Yogurtland is pioneering the customer-created frozen yogurt experience by combining irresistible yogurt flavors with an exciting franchise business model. Yogurtland stores feature 16 original sweet and tart flavors of self-serve frozen yogurt from a rotating menu of more than 50 selections that include both classic and exotic flavors, including no sugar added choices. Customers become the architect of their frozen yogurt creation by mixing and combining flavors and topping their yogurt with a choice of over 35 toppings that include fresh fruits, nuts, cereals, candy and much more. Price is determined by the total weight of the customer's cup. The company's structure and culture is built around continuous improvement and operational excellence, supported by top-level training programs reinforced by continuous franchisee support. Yogurtland is recognized as a leader in the self-serve frozen yogurt sector. Its combination of premium quality products, superior service, attractively designed stores and vast selection of flavors and toppings in a self-service environment set Yogurtland apart from any other frozen yogurt concept. Founded by Phillip Chang, Yogurtland opened its first location in Fullerton, Calif., in 2006. In its first year, Yogurtland served more than 25,000 customers each month. Prior to founding Yogurtland, Chang founded, developed and launched Boba Loca in 2001, a 33-store specialty drink chain in Southern California that serves Boba Tea or bubble tea, a refreshing Asian beverage, as well as a variety of other drinks. Yogurtland has over 170 locations throughout the Unites States, Mexico and Guam. The company expects to have 75 additional locations either open or in development by the end of 2011, expanding to more than 1,000 total locations by the end of 2017. The focus will be on expanding existing markets in Texas (Dallas-Fort Worth, Houston, and Austin), Atlanta, Portland, Seattle and the Tri-State Area surrounding New York City. Targeted new markets include Chicago, Ill., Alabama, Maryland, New Mexico, North Carolina, South Carolina, Tennessee and Virginia. International growth is also on the radar. The company currently has two locations on Guam and 23 stores in Mexico. An additional 10 stores are planned for Mexico in 2012 as well as a location in Puerto Rico, slated to open later this year. Furthermore,Yogurtland will open four units in Venezuela in 2012. To learn more about Yogurtland, go to yogurt-land.com | 2/1/12 | Free | View In iTunes |
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Pilgrim Talks: Kai Tao - K5Launch | Kai Tao, Partner at K5Launch Kai Tao is an experienced technology investor through Park One Capital, his family office, which invests in both private and public equities utilizing a variety of capital structures. Park One Capital seeks innovative disruptive business opportunities to back, working actively with entrepreneurs to create value by leveraging its many years of industry and financial relationships. K5 is an accelerator run by angel investors and experienced business people to help emerging entrepreneurs build successful, technology-driven companies. The first step in becoming a part of K5 is to apply. Entrepreneurs who are accepted will receive funding and attend K5Launch, which is a three-month, high-intensity program that helps entrepreneurs build the necessary framework to launch their companies. K5 was formed by a group of very successful entrepreneurs and investors who continue to have a passion for building startups. We are all based out of Southern California, and would like to provide local entrepreneurs with the opportunity to work with local investors, mentors and other business professionals. Our goal is to build a vibrant and supportive community for entrepreneurs in beautiful Southern California. A company can get up to a maximum of U.S. $25,000 in pre-seed funding. The fund is intended to help the founders build the initial product, whether it's a prototype or version 1.0, as well as develop an initial business model. However, K5 is not about funding alone. Even more valuable than the money, is the time our advisors and mentors will spend with the companies to develop a viable business model. In addition, K5 provides a space to work with Internet access, mentor office hours, legal services, website design 8 hosting help, and other professional services that a startup needs. Entrepreneurs will have the opportunity to connect with the angel and venture capital investor community, and build essential connections for subsequent fund raising. K5Launch is a three-month high-intensity program that will cover all the key elements of building a lean technology-driven startup. The program is designed to walk the entrepreneur through the process of taking an idea and turning it into a business-and not just any business, a cost-efficient company with a strong chance to succeed. It will also include many hours of personalized mentorship, where our business mentors will work closely with the founders and guide them through the program. To learn more about K5Launch, go to k5launch.com | 1/25/12 | Free | View In iTunes |
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Pilgrim Talks: George Lanza, Plethora Businesses | George Lanza President and Primary Business Intermediary Plethora Businesses was founded in 1999 by George and Dora Lanza with the mission to successfully engage buyers and sellers to a common interest where value meets expectations. Built on a foundation of excellent customer service, years of transactional experience, and numerous industry resources, Plethora Businesses excels in providing sell side advisory services, business sales, mergers, acquisitions, valuations and appraisals to clients across the globe. George is the President of Plethora Businesses and actively involved in merger and acquisition services. His experience in management, consulting, business valuations, and mergers and acquisitions spans over 30 years. George began his career as a boat designer and plant manager for Islander Yachts. Moved on to take a position as Director of Manufacturing and Engineering at Mark Industries, a manufacturer of hydraulic aerial lift equipment. Later serving as Manufacturing and Engineering Manager, ran a Multi-plant operation for Lear Siegler, a major defense contractor. Representing a group of investors as its CEO strategically grew Equity Lending 8 Investments (a mortgage banking firm), utilizing mergers and acquisitions maneuvers expanding it to three states, burgeoning sales above $200 million. After the divesture, George dedicated his full time efforts to the development of Plethora Businesses. Graduated from the Naval Academy of Argentina in ship design. In the US, studied Manufacturing Engineering at the University of California Irvine; Hydraulics Design at Paul-Munroe, Hydraulics School of Fluid Powers; International Managerial Relations at the University of Southern California, and Mortgage Banking Certification at California State University Fullerton. George is a Certified Mergers 8 Acquisition Master Intermediary, Certified Senior Business Analyst, Machinery and Equipment Appraiser and a Certified Business Intermediary. George is an active member of the Institute of Business Appraisers (IBA), The Society of Business Analysts (SBA),The National Equipment Business Brokers Institute (NEBBI) the California Association of Business Brokers (CABB), the International Business Brokers Association (IBBA), and the M8A Source. To learn more about Plethora Businesses, go to plethorabusinesses.com | 1/18/12 | Free | View In iTunes |
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Pilgrim Talks: Ryan Huff, Cirrus Insight | Ryan Huff Founder and CEO Ryan Huff created this Salesforce.com app from his vision of what would help salespeople who use Gmail improve their productivity. We will be discussing the development path as well as the ongoing projects of the develop entrepreneur in our own backyard. Salesforce and Gmail are two essential cloud applications for thousands of companies, government agencies, and nonprofits. These organizations rely on Salesforce for best-in-class customer relationship management and on Gmail for robust, reliable email. Ryan designed Cirrus Insight to be the most trusted, most advanced integration of Salesforce and Gmail. What's it Do? Here's the short version: Cirrus Insight shows you everything about your Leads and Contacts in Salesforce right inside your Gmail inbox. As soon as you open an email in Gmail, you can see Contact Information and Activity History for that person from Salesforce. You can relate emails to Contacts, Cases and Opportunities; create Leads and Contacts; see details on open Cases and Opportunities; and more. For more details, see our Features 8 Benefits, or better yet - try it out yourself, with our free trial that anyone can install in about 30-seconds. That's just the beginning. We have dozens of exciting features in the pipeline. To learn more about Cirrus Insight, go to cirrusinsight.com | 1/12/12 | Free | View In iTunes |
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Pilgrim Talks: John Hakopian | John Hakopian President, First Foundation Advisors Director, First Foundation Inc. Director, First Foundation Bank Mr. Hakopian oversees the vision, strategy, operations and development of the investment management service for the firm. His entrepreneurial spirit combined with his focus on results, exceptional interpersonal skills, and ability to emphasize people's core needs continue to drive First Foundation's management success as the region's leading independent wealth advisory firm. Having been with First Foundation since its inception in 1990, Mr. Hakopian has been closely involved in developing and delivering the firm's investment services. He became President in 2009. Mr. Hakopian earned a Bachelor of Arts degree cum laude in economics in three years from the University of California, Irvine and an MBA in Finance from the University of Southern California. To learn more about First Foundation Advisors, go to www.ff-inc.com | 1/9/12 | Free | View In iTunes |
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Pilgrim Talks: Chris Ivey | Christopher Ivey, Partner Christopher D. Ivey is the Co-Chair of the firm's Corporate and Securities Practice Group. He practices corporate and securities law, including organizational and transaction matters for emerging growth companies, venture capital financing, public offerings, mergers and acquisitions, private equity, corporate governance, and regulation under the Securities and Exchange Commission. Other areas of emphasis include intellectual property licensing and development agreements. Mr. Ivey frequently speaks on topics related to federal and state securities laws, organizing and advising closely held businesses and technology licensing. He has lectured to organizations on many topics which include the Adaptive Business Leaders Organization on developing an effective Board of Directors, the Association of Corporate Counsel on advanced contact negotiation, and at The Paul Merage School of Business at the University of California in Irvine on legal issues for start-ups. Mr. Ivey received his J.D., magna cum laude, in 1994 from the University of San Diego, where he was a member of the Law Review and inducted into the Order of the Coif. He received his B.S. in finance, cum laude, from California State University, Long Beach, in 1990. Special Honors and Memberships Mr. Ivey is a member of the State Bar of California. He has been a panel moderator and member of the planning and review committees of the VentureNet Capital Conference, and is a board member of the Orange County chapter of the American Heart Association. He is also a member of the Orange Coast Venture Group and the Technology Council of Southern California. To learn more about Stradling, go to: www.sycr.com | 12/14/11 | Free | View In iTunes |
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Pilgrim Talks: Hal Reisiger | Hal Reisiger President, Cosworth Americas Hal Reisiger joined Cosworth Group as the President of the Americas in early 2011 to accelerate the company's market expansion program. Reisiger was attracted to the opportunity with Cosworth Group by the growth potential created by leveraging the brand and applying the company's world class mechanical and electronic engineering skills in growth markets such as wind energy, unmanned vehicles for commercial and military applications, and military vehicle accident data recorders and crew survivability. Reisiger's key role as President of the Americas includes communicating the growth vision and opportunity to employees, vendors and customers. He will oversee business development strategies and develop Cosworth Group's American team to expand the engineering, manufacturing, marketing and sales capabilities in the Americas. He will also be fundamental in identifying additional emerging growth market opportunities where Cosworth Group can apply their engineering skills. Automotive, defense and clean energy are the three key business sectors within Cosworth that Reisiger sees a real US growth opportunity. He said aftermarket automotive performance parts and kits will continue to generate growth for Cosworth Group. In the defense sector, Reisiger sees opportunities within the Department of Defense for Cosworth's heavy fuel engines for military applications including UAVs, robots and power generators as well as accident data recorders for military vehicles. There is also the potential for Cosworth Group's work in clean energy to translate to America, specifically enhanced condition monitoring system for wind turbines. Reisiger has a proven track record growing public and private businesses through global sales channel development, innovative new product development, and improved operational effectiveness. He began his career as an application engineer before progressing to senior sales, marketing and operations positions at Haskel International, a manufacturer of pumps, compressors and systems for the military, medical and oil 8 gas industries. He was president of Burkert Contromatic, a US subsidiary of Germany's Burkert GmbH 8 Co., a manufacturer of valves, sensors and automation systems for the medical device, water treatment and food processing markets where six months after reengineering the company and defining a new sales channel strategy the company reversed its losses and became profitable with record growth. From 2003-2007 Reisiger was President of Enhanced Vision Systems, a manufacturer of digital magnification systems for the legally blind and visually impaired. Under his leadership the company introduced new products which generated significant revenue, launched a European subsidiary, and obtained a Veterans Administration contract that enabled the company to more than triple its annual revenues and increase profit more than six fold. Prior to accepting his role as President of the Americas for Cosworth, Reisiger was President and CEO of Fast Forward Video, a manufacturer of high definition digital video recorders. Revenue more than doubled after Reisiger built a motivated management team that focused on growth markets such as medical, sports instant replay and military surveillance. Reisiger graduated from the Anderson Executive School of Management at UCLA in Los Angeles in 1998. Reisiger expects Cosworth Group to become a global brand in the targeted growth markets while the organization continues to develop game-changing technology. To learn more about Cosworth, go to: cosworth.com | 12/7/11 | Free | View In iTunes |
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Pilgrim Talks: Scott Kavanaugh | Scott Kavanaugh CEO of First Foundation, Inc., Chairman and CEO of First Foundation Bank Scott Kavanaugh brings proven entrepreneurial executive leadership and a strong knowledge of finance, banking and real estate to First Foundation and its affiliates. In his role as the CEO of First Foundation, he is responsible for providing strategic leadership and overseeing the operations of both First Foundation Advisors and First Foundation Bank. Mr. Kavanaugh was formerly an Executive Vice President and Director of Secondary Marketing for Provident Funding. Mr. Kavanaugh was a founding stockholder of Commercial Capital BanCorp and served as Director, Executive Vice President and Chief Administrative Officer from June 1999 to February 2003. Mr. Kavanaugh also served as Director, Executive Vice President and Chief Operating Officer of Commercial Capital Mortgage since its formation in 1998 until 2003. During his tenure, the bank grew over 400% and was successfully taken public in December 2002. Other responsibilities included management of interest rate risk, Director of Human Resources, Director of the Trust Department, and negotiation of loan transactions, loan review, and oversight of operations in the mortgage company. He was Chairman of ALCO, and a member of Executive, Compliance, Information Technology, Loan and Internal Asset Review committees. Since January 2000, Mr. Kavanaugh has served as Independent Trustee and Chairman of Audit Committee for all Highland Funds managed by Highland Capital Management, L.P. Highland is a Registered Investment Advisor specializing in credit and alternative investment strategies currently managing leveraged loans, high yield bonds, structured products and other assets. Prior to entering banking, Mr. Kavanaugh spent a majority of his career in investment banking. After becoming a partner of Great Pacific Securities, Inc., a west coast-based regional firm, Mr. Kavanaugh became Head of Trading for fixed income and equity securities. Mr. Kavanaugh earned a BS in Business Administration - Accounting at the University of Tennessee and a MBA in Information Systems at North Texas State University. About First Foundation, Inc. First Foundation Inc. is a private financial firm that offers banking, estate planning, wealth management, philanthropic consulting and trust services seamlessly. Founded in 1990, this full-service firm provides complete financial management through its affiliates. First Foundation's goal is to offer clients a single source to handle their investments, insurance, taxes, estate planning, charitable donations and other financial needs. To learn more about First Foundation, go to: www.ff-inc.co | 11/30/11 | Free | View In iTunes |
| Total: 18 Episodes |
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