Clear Conversations - Entrepreneurial Legacies
Welcome to "Clear Conversations" presented by Clearwater Capital Partners, a Multi-Family Office Wealth Management firm. Clearwater Capital Partners exists to inspire and empower clients to live with confidence, joy, and a spirit of abundance. Clear Conversations is a series of podcasts exploring the many complexities surrounding the principles of stewardship.
The “Entrepreneurial Legacies” series, hosted by John Sleeting, Executive Partner and Family Office Services leader, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration. John facilitates the conversation with guests about their unique journeys: from new ventures, leadership challenges, scaling for growth, and liquidity events to incorporating estate strategy considerations, investment decision-making, philanthropy, and family governance, just to name a few. By exploring the triumphs, setbacks, and pivotal decision-making processes, listeners will uncover the intricacies of successful entrepreneurial families as they consider ‘What’s Next?’.
Series guests have inspired our team and have graciously agreed to share their stories for the benefit of our listeners – we hope these narratives fill you with similar inspiration, propelling you forward on your own journey of growth and success.
Episode 24 Clear Conversations – Entrepreneurial Legacies: Valerie Hogan on Wealth, Legacy, and Giving
In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving.
Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 23 Clear Conversations – Entrepreneurial Legacies: The Power of Purpose with Melissa Whitaker
Join host John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this episode, Melissa shares her entrepreneurial journey, guided by bold faith, resilience, and a strong determination to build a meaningful legacy. As she reflects on pivotal moments that ignited her drive, Melissa offers listeners a blend of personal insights and practical strategies for integrating core beliefs into an entrepreneurial framework. Together, John and Melissa delve into the power of having a clear purpose behind every goal and the importance of nurturing a positive, inclusive culture—both at work and at home. They also discuss the unique role of women in today’s entrepreneurial world, emphasizing the value of authenticity and connection in leadership. Tune in for a conversation designed for anyone aspiring to create a sustainable legacy in business by merging personal values with professional ambition.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 22 Clear Conversations – Entrepreneurial Legacies: Corporate to Family Business CEO with Jae Haas
Join host John Sleeting as he welcomes Jae Haas, a CEO and entrepreneur whose diverse business experience offers fresh insights into leadership and family business dynamics. Jae shares his journey from the telecommunications and railroad sectors to becoming a non-family member CEO at Transnational Payments. He reflects on his decision to join the family business and the lessons learned in building a culture rooted in accountability, integrity, and openness. Tune in to discover Jae’s key ingredients behind thriving family-business relationships, effective risk-taking, and fostering trust among stakeholders.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Haas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Haas in exchange for his participation or comments. Beyond his advisory relationship, Mr. Haas has no other material conflicts of interest relating to his relationship with Clearwater Capital Partners.
Episode 21 Clear Conversations – Entrepreneurial Legacies: From CFO to CEO with David Saporta
In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with David Saporta to explore the intersection of entrepreneurship, family business dynamics, and personal faith. David, who climbed the executive ladder at Road Ranger from CFO to CEO, shares his journey of running a significant enterprise while being intricately involved with the owner family. With a finance degree from the University of Illinois and an MBA from Northwestern University, David's deep business insights are matched by a strong personal commitment to creating meaningful impact.
The conversation delves into David's experiences navigating the complexities of working for a family-owned business, where he successfully balanced business growth and his own personal values. They discuss the importance of alignment between family and non-family executives, the need for mutual respect, and the process of building trust. David also offers reflections on what true legacy means beyond wealth, emphasizing the importance of making a difference through one's actions and living out one's faith authentically.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Saporta is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Saporta in exchange for his participation or comments. Mr. Saporta has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 20 Clear Conversations – Entrepreneurial Legacies: Non-Family CEO in a Family Business with Terry Graber
Join host John Sleeting as he sits down with Terry Graber, retired CEO of Power Construction, in an insightful dialogue on navigating the unique nuances and intricacies of serving as a non-family member CEO within a family-run business. Their discussion explores aspects such as succession planning, the importance of maintaining healthy relationships, and the unique dynamics brought by a non-family executive at the helm.
Reflecting on his 30-year tenure with Power Construction, Terry emphasizes the pivotal role of trust, transparency, and empathy in his leadership approach. This episode sheds light on how a successful enterprise can be built by blending professional management, family values, and philanthropic endeavors, especially within an organization nearing its centennial anniversary.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. Terry Graber is a client of Clearwater Capital Partners. No compensation was provided to Mr. Graber in exchange for his participation or comments. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 19 Special Edition – 4th Annual Charity Supercar Show: Community Impact
Join host John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders.
Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering. Discover the stories of local non-profits and learn how the event enriches the communities they serve. Engage with various leaders from the Clearwater Capital Foundation, Clearwater Capital Partners, and valued Hyper Sponsors to the event as they discuss their commitment to community support and the profound joys of generosity.
Celebrate with us the collaboration and dedication that drive the Charity Super Car Show, turning it into an event that fosters unity, gives back to the community, and inspires acts of kindness.
Episode Highlights:
0.00 – John Sleeting, Executive Partner, and Katie Berganske-Frank, Chief Revenue Officer of Clearwater Capital Partners, kick off the show, discussing the importance of community impact and the significance of the Charity Super Car Show.
6.06 – Bob Berk, President of A Giving Heart Foundation, talks about their groundbreaking work in pediatric heart disease and their vision for the future.
18.32 – Kris Salyards, Executive Director of Bridge Youth and Family Services, highlights their organization’s long-standing commitment to youth and family wellness.
31.10 – Darrel Saldanha, MD from Midwest Anesthesia & Pain reflects on his company’s services, his continued support for the event, and his passion for cars.
37.55 – John Chapman, CEO of Clearwater Capital Partners, discusses the journey of the Foundation and what the profound growth of this event means to him and the firm.
42.19 – Kyle Sulkar, Founder & Creative Director of Sulkar Media, shares how his social media marketing firm has evolved, his passion for high-performance cars, and his desire to inspire young people to push their boundaries and achieve their own aspirations.
52.14 – Heather Corins and Samantha Elston from Fellowship Housing explore their mission to empower single mothers to create lasting change and a better future.
1.02.49 – Valerie Hogan, JD, CFP®, Wealth Advisor with Clearwater Capital Partners, talks about her background and passion for charitable giving.
1.11.15 – Cesar Marin, Director of Dealer Development and Services from Perillo, discusses their dedication to community engagement and the importance of corporate responsibility.
1.17.09 – Melissa Dailey-Newman, AWMA®, Wealth Advisor with Clearwater Capital Partners, shares the excitement and energy of the car show and how it uniquely brings value to clients and the community.
1.22.13 – James Chapman, Senior Wealth Advisor with Clearwater Capital Partners and visionary behind the Charity Super Car Show, delves into the origins of the event, its impact on the community over the years, and the record-breaking $80,000 raised in 2024. He also expresses gratitude to the Sponsors and the Chicago car community for making the event a success.
1.31.17 – Chris Biggs, Owner of CMB Consulting & Protection, discusses his company’s high-end private security company and executive bodyguard services, and reflects on the car show’s growth and their role in keeping it safe over the past four years.
1.35.00 – Greg Davis, Partner and Senior Wealth Advisor with Clearwater Capital Partners and Executive Director to Clearwater Capital Foundation concludes the episode with insights into the Foundation and the priority of Clearwater Capital giving back to the community.
1.42.39 John Sleeting, Executive Partner with Clearwater Capital Partners, final comments of appreciation to Sponsors and all valued guests.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, John Chapman, Katie Berganske, James Chapman, Melissa Dailey-Newman, Valerie Hogan, and Greg Davis are employees of Clearwater Capital Partners.
Darrel Saldanha and Fellowship Housing are clients of Clearwater Capital Partners. Kyle Sulkar, Bob Berk, Kris Salyards, Cesar Marin, Chris Biggs, Heather Corins, and Samantha Elston are not clients of Clearwater Capital Partners. No compensation was provided to these individuals in exchange for their participation or comments.
All opinions expressed by participants are solely their own and do not reflect the opinion of Clearwater Capital Partners.
Episode 18 Clear Conversations – Entrepreneurial Legacies: Family Office Services & The Family Wealth Alliance Story
In this episode of Clear Conversations: Entrepreneurial Legacies, host John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an influential organization that supports firms serving ultra-high-net-worth families. Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He explains the core philosophy of the Family Wealth Alliance, “We Place Families First,” and emphasizes the importance of human connections over financial metrics. Drawing inspiration from Jay Hughes’s book Family Wealth, Tom describes how staying true to core values has guided the Alliance’s mission and growth.
The conversation also explores the increasing complexities of serving wealthy families and the growing trend towards collaboration and education within the advisory community. Throughout their dialogue, Tom and John highlight the importance of trust, humility in leadership, and strategic planning for sustainable growth and succession.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners.
Mr. Livergood is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Livergood in exchange for his participation or comments. Mr. Livergood is a representative of Family Wealth Alliance (FWA), a Charles Schwab company, where Clearwater Capital Partners is a member (FWA). Clearwater Capital uses Charles Schwab as a custodian for client’s managed accounts. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 17 Clear Conversations – Entrepreneurial Legacies: Crafting Tequila, Building Legacy with Lizzy Lopez
Join host John Sleeting as he sits down with Lizzy Lopez, Founder and CEO of 1349 Tequila, to explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois and Arandas, Jalisco Mexico, expressing deep pride in her father and grandfather's work ethic and vision to build a better life for future generations. She emphasizes the importance of drawing from the strengths of the previous generations while thinking like a first-generation entrepreneur to forge her own path. Discover what being an entrepreneur means to Lizzy as she discusses the value of personal growth through education and the importance of building social capital to leverage expertise for success.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Ms. Lopez is a client of Clearwater Capital Partners. No compensation was provided to Ms. Lopez in exchange for her participation or comments. Beyond her advisory relationship, Ms. Lopez has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.
Episode 16 Clear Conversations – Entrepreneurial Legacies: Passion Assets- Sameer Naseeruddin & James Chapman
In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through passion assets like luxury cars, watches, and more. Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and Trilabhealth, LLC. His story showcases the determination, creativity, and leadership that drive his entrepreneurial success and inspire others to pursue their own ambitious goals. James Chapman, a seasoned wealth advisor to entrepreneurs with high-value collectibles, provides insights into how passion-driven assets can be balanced with sound financial strategy.
The discussion explores the emotional and financial dimensions of collecting, delving into how these "passion assets" can become vehicles for legacy-building, strategic risk-taking, and even philanthropy. Chapman shares his knowledge on the transition from accumulating wealth to using it for greater good, while Dr. Naseeruddin reflects on his own experiences with philanthropy and giving back to the community.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and James Chapman are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Dr. Naseeruddin is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Naseeruddin in exchange for his participation or comments. Dr. Naseeruddin has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 15 Clear Conversations – Entrepreneurial Legacies: Stewardship of a Saved Life with Jeff Miller
Step into the world of entrepreneurial wisdom with John Sleeting as he sits down with Jeff Miller, the CEO and founder of Divine Signs. In this episode, Jeff shares his personal thoughts on legacy, emphasizing the significance of leading a life that is both followable and faithful. Delving into his unique leadership style of empowerment and support for others, Jeff unfolds the narrative of his sign business's growth. The conversation takes a deeply reflective turn as Jeff opens up about a life-altering experience surviving a plane crash, providing a look into how this event has influenced his perspectives on life and stewardship. Filled with thoughtfulness, this dialogue underscores the transformative power of love, forgiveness, and the profound impact our actions can have on others. Join John Sleeting as he embarks on this compelling journey, offering a glimpse into the extraordinary life and visionary mindset of Jeff Miller, a beacon of entrepreneurial inspiration.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Miller is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Miller in exchange for his participation or comments. Mr. Miller has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 14 Clear Conversations – Entrepreneurial Legacies: Garrett Sweigert on the “Currency of Legacy”
Step into the entrepreneurial world with John Sleeting as we introduce Garrett Sweigert, President of BLK OUT Logistics. In this episode, Garrett engages in a candid and insightful conversation that unveils the "behind the scenes" aspects of his journey – from driving a single truck to spearheading a dynamic logistics company. He shares the core principles of purpose, integrity, and the invaluable "currency of legacy" that has consistently steered his entrepreneurial path. With roots in a family where both blue collar and white-collar entrepreneurship were daily experiences, Garrett paints a vivid picture of the challenges and triumphs shaping his personal growth and strategic decisions in business. Join us for an engaging dialogue delving into pivotal moments in Garrett's life, offering reflections on the transformative power of purpose and the strategic choices paving the way for a lasting legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Sweigert is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Sweigert in exchange for his participation or comments. Mr. Sweigert has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 13 Clear Conversations – Entrepreneurial Legacies: Jeff & Kevin on Strategic Entrepreneurial Planning
In this episode, host John Sleeting is joined by colleagues Jeffrey P. DeHaan, CFP®, and Kevin Nolte, CPA, AWMA®. Jeff DeHaan, a Partner, and Senior Wealth Advisor at Clearwater Capital Partners is dedicated to serving successful business owners and professionals with a strong commitment to community service. Kevin Nolte, Manager of Advanced Planning at Clearwater Capital Advisors, plays an important role in designing effective wealth strategies for the firm's clientele, particularly those with the most complex needs, to match their life and legacy goals.
Discussing the experiences and legacy-building endeavors of entrepreneurial families, John, Jeff, and Kevin share insights in effective wealth management and ensuring a meaningful legacy. From intentional legacy building to tax-efficient wealth transfer techniques, this conversation helps you begin the process of planning for what you want the future to look like. Uncover the complexities of estate planning, the significance of philanthropy, and challenges in generational wealth transfer. Join us for a conversation delving into the enduring art of creating a meaningful legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting, Jeffrey DeHaan and Kevin Nolte are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 12 Clear Conversations – Entrepreneurial Legacies: Dave Meyer, 3rd Generation of Risk Management
Join John Sleeting and guest Dave Meyer, President of CFM Insurance, Inc., an auto, home, commercial, and group benefits insurance agency established in 1929. Dave, an industry leader, emphasizes the depth of insurance beyond a commodity. Explore entrepreneurial challenges and the imperative for tailored strategies. Dave addresses emerging risks like cyber liability, advocating for legislation and the value of customized coverage. Dive into the current insurance market, discussing challenges related to inflation and reinsurance. In this conversation Dave Meyer navigates the intricate world of insurance and its role in shaping entrepreneurial legacies.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Meyer is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Meyer in exchange for his participation or comments. Mr. Meyer has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 11 Clear Conversations – Entrepreneurial Legacies: John Rinehart & 31 Gospel Patrons
Join us as we connect with John Rinehart, an entrepreneur who has devoted his life to inspiring and empowering a generation of gospel patrons. In this episode, John shares his transformative journey from the business world to the launch of Gospel Patrons, shedding light on how generosity and purpose have positively impacted the lives of business leaders. Discover the importance of integrating faith and work, as John emphasizes how living an integrated life can bring joy and fulfillment. Dive into a discussion about the pitfalls of making money an idol and the pursuit of "enough." John highlights the significance of cultivating intimate relationships and accountability to protect one's reputation and legacy. Gain valuable insights into John's vision for the future of Gospel Patrons, including fostering partnerships, creating resources, and expanding globally.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Rinehart is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Rinehart in exchange for his participation or comments. Mr. Rinehart curated John Sleeting’s contribution entry from GospelPatrons.org for his published work “31 Gospel Patrons “and the book is discussed in this podcast. John Sleeting was not compensated for his contribution to GospelPatrons.org and Mr. Rinehart has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 10 Clear Conversations – Entrepreneurial Legacies: Tricia Osolin and The Power of Storytelling
In this episode, your host, John Sleeting, sits down with Tricia (Felice) Osolin, the CEO and Founder of Redmark, a dynamic consulting firm with a laser focus on helping organizations carve their path to top-line growth through the art of storytelling and authentic audience connection. Join us as Tricia shares how her journey from the heart of Hollywood to the helm of Redmark has shaped her into a storytelling connoisseur. Tricia reveals insights to her success and unveils the transformative power of narrative theory in shaping entrepreneurial legacies. She emphasizes the importance of understanding the "why" behind an organization's story, encouraging a shift from the conventional hero-centric narrative to an empathetic guide-centric approach.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mrs. Osolin is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Osolin in exchange for her participation or comments. Mrs. Osolin has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.
Episode 9 Clear Conversations – Entrepreneurial Legacies: Tim & Laura Binning on Strategic Problem Solving & Intentionality
Join host John Sleeting of Clearwater Capital Partners, as he sits down with Tim and Laura Binning, an entrepreneurial couple with 26 years of experience working together in the real estate industry. Tim and Laura share their entrepreneurial journey, emphasizing the importance of hard work, creative problem-solving, and intentionality in actions. They discuss finding joy in daily work, gratitude, and the value of helping others. Don't miss this inspiring conversation about entrepreneurship, personal growth, and the impact of giving back.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. and Mrs. Binning are clients of Clearwater Capital Partners. No compensation was provided to Mr. and Mrs. Binning in exchange for their participation or comments. Beyond their advisory relationship, Mr. and Mrs. Binning have no other material conflict of interest relating to their relationship with Clearwater Capital Partners.
Episode 8 Clear Conversations – Entrepreneurial Legacies: Heather Larson on Philanthropic Strategies
In this episode of Clear Conversations, we sit down with Heather Larson, the Founder and Principal Advisor of LiveGive, for a discussion on entrepreneurial legacies and the vital role of strategic philanthropy. Heather shares her valuable insights on legacy, stewardship, and the importance of making intentional choices in the present to shape the legacy we want to leave behind. Join Heather and host John Sleeting as they talk through the various stages of philanthropy, the value of being strategic and intentional in giving, aligning giving with values, and engaging the next generation in the process.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. John Sleeting and Heather Larson are members of the board of directors of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mrs. Larson is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Larson in exchange for her participation or comments. However, Mrs. Larson does receive separate compensation for her service as a member of the Board of Directors of Clearwater Capital Partners, LLC. This compensation and her role on the Board of Directors are the only conflicts of interest relating to her relationship with Clearwater Capital Partners.
Episode 7 Clear Conversations – Entrepreneurial Legacies: Tyler Beachler, Entrepreneurial Lifecycle Investing
Join us as we sit down with Tyler Beachler, CFA, Partner, and Deputy Chief Investment Strategist at Clearwater Capital Partners. Drawing from his diverse financial experience, Tyler shares insights into effective investment management throughout the entrepreneurial journey. From the early stages of startups to navigating growth and exit strategies, he addresses investment paths for lasting success. In this episode, Tyler Beachler and host John Sleeting explore the intricacies of investing for Ultra High Net Worth families with highlights on liquidity, diversification, asset placement, due diligence, and the ever-evolving landscape of alternative investments. Catch Tyler’s favorite resources and enjoy this comprehensive discussion on crafting enduring entrepreneurial legacies through strategic financial decision-making.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Tyler Beachler are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investing involves risk, including potential loss of principal. Private market investing involves unique risks that should be considered before participating. Please consult with a financial professional before investing.
Episode 6 Clear Conversations – Entrepreneurial Legacies – Jim Kandilas on Private Equity
Join us as we sit down with Jim Kandilas, the CEO of The Shelby Group as he guides us through his transformative trajectory, spanning from early entrepreneurial aspirations to his tenure within the big 6 accountancy firms, and culminating in the creation and development of his own consultancy firm. Tune in to explore Jim's voyage, where he discusses business lows as an owner, the importance of authenticity, insights into aligning with private equity, and the vital importance of prioritizing conversations and strategies for responsible stewardship of financial resources to best serve his family.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Kandilas is a client of Clearwater Capital Partners. No compensation was provided to Mr. Kandilas in exchange for his participation or comments. Beyond their advisory relationship, Mr. Kandilas has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 5 Clear Conversations - Entrepreneurial Legacies - John and Stacey Pitzaferro on The Journey
Join us as we sit down with John and Stacey Pitzaferro, a couple whose entrepreneurial journey starts at a young age and embodies love, resilience, and triumph. Together, they share their highs and lows personally and professionally, persistence in the face of failure, and the lessons they've learned. Their candid account reflects the true spirit of serial entrepreneurship, showcasing how they redefine failure with unwavering tenacity. They also discuss their experience starting a foundation with a specific legacy that is still unfolding today. Their story illuminates the power of unity, determination, and adaptability, serving as an encouraging success story for aspiring entrepreneurs.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. and Mrs. Pitzaferro are clients of Clearwater Capital Partners. No compensation was provided to Mr. and Mrs. Pitzaferro in exchange for their participation or comments. John Sleeting sits on the Board of Directors for My Well and First Fruits Family Foundation, two 501 (c)3 organizations founded by Mr. and Mrs. Pitzaferro. Beyond this, Mr. and Mrs. Pitzaferro have no other material conflict of interest relating to their relationship with Clearwater Capital Partners.
Episode 4 Clear Conversations - Entrepreneurial Legacies - Joe Pringle on Navigating Legacy as a 5th Generation Entrepreneur
In this episode, we sit down with Joe Pringle, the President of NCF Chicago. Join us as Joe takes us on a journey spanning 400 years, exploring the deep-rooted legacy that Joe's family has cultivated, the dynamics of a multigenerational business, one business going public, another being sold, and the individual and family lessons learned along the way. Joe shares his perspective on philanthropy, the importance of being intentional about what you teach your children, and the value of cultivating legacy through the lens of cherished memories that will resonate for generations. In addition, Joe draws upon his personal experience with donor advised funds and the value this tool provides him and his family.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Pringle is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Pringle in exchange for his participation or comments. Mr. Pringle has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 3 Clear Conversations - Entrepreneurial Legacies - Terrance Wallace on Empowering Disadvantaged Youth and Driving Innovations
In this episode, we speak with Terrance Wallace, Founder of the nonprofit InZone and Co-Founder of Scan One. Join us as Terrence, an accomplished entrepreneur with a deep-rooted passion for creating opportunities and breaking the cycle of poverty, takes us on a journey of resilience, faith, and determination. Terrance discusses the experience of growing up in an underprivileged neighborhood to founding the highly successful InZone Project in New Zealand to help other children and families break the generational cycles of poverty. Discover how Terrence's experiences shaped his perspective on social entrepreneurship and the power of education. He also sheds light on his for-profit venture, Scan One, which provides biometric tracking and access control solutions. Throughout the podcast, Terrence emphasizes the value of diversity, culture, networking, and his heartfelt desire to make a difference.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Wallace is a client of Clearwater Capital Partners. No compensation was provided to Mr. Wallace in exchange for his participation or comments. Beyond their advisory relationship, Mr. Wallace has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.
Episode 2 Clear Conversations - Entrepreneurial Legacies – Kenny Cox on Interdependence
In this episode, we speak with Kenny Cox, Founder and CEO of Cox Family Holdings and Owner of Exacto, Inc. Join Kenny as he takes us on a journey through his entrepreneurial beginnings, emphasizing the importance of interdependency, continuous learning, and personal growth. Kenny shares his thought process on establishing effective boards, the strength of unity within the pack, the foundation of his and his family’s giving, his personal mission statement to encourage healing, purpose, and legacy; and so much more.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. All opinions expressed by Mr. Cox and Mr. Sleeting are their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mr. Cox is a client of Clearwater Capital Partners. No compensation was provided to Mr. Cox in exchange for his participation or comments. In addition to their advisory relationship, Mr. Sleeting also provides services for Mr. Cox as the Chair of the Board of Directors of Mr. Cox’s business.
Episode 1 - Clear Conversations - Entrepreneurial Legacies - John Chapman
In this episode, we speak with John Chapman, Founder and CEO of Clearwater Capital Partners, as he shares his inspiring journey and the secrets behind his firm's 17-year longevity. Join us as we explore John's motivations, discuss the "Burn the Boats" mentality, dig into the significance of Clearwater Capital's purpose, and uncover his reflections on life and legacy.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and John Chapman are employees of Clearwater Capital Partners. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Episode 0 - Clear Conversations - Entrepreneurial Legacies Introduction
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide legal or tax advice. Please consult with your legal or tax professional for such advice.
To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.
Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.