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Vision Associates LLC Podcasts

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Old School Meets New School!Somewhat recently, the Oracle of Omaha Warren Buffett was forced to finally admit that he was not well-connected to the tech boom to fully profit from that once-in-a-lifetime opportunity.He just didn't get it.Many of the discussions relative to current day economics, business, history, cryptocurrency are quite often constrained by the perspectives of the participants.Younger participants are more attuned to the world into which they have grown and are now currentl ...
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Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing Officer of Concourse Benefits LLC. A benefits game-changer, the Concourse Benefits Platform is a comprehensive, end-to-end, customizable benefits management eco ...
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Kevin Hicks is a Fractional Chief Operating Officer (COO) based in Wilmington, NC. He works with small businesses and non-profits to find their “rhythm” and bring strategy to action. Prior to this role, he was a banker with RBC Centura Bank and the COO of a privately owned business. What is the difference between a consultant and a Fractional Execu…
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For nearly eighty years, the global economic order was anchored by the dominance of the U.S. economy and the central role of the U.S. dollar, a system born from the Bretton Woods Conference in 1944. This post–World War II framework established the dollar as the linchpin of international trade, backed by gold and supported by institutions like the I…
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Introduction - Digital Landscape - Current State (Narrow AI) - Artificial General Intelligence (AGI) - Exploration Focus - Importance of Stakeholders Current Landscape: Narrow AI Revolutioninizing Devices - Proliferation of Smart Devices - Narrow AI Transforming User Experiences - Revolutionary Functional Enhancements - Growth and Economic Impact -…
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The institutional involvement brings a new level of legitimacy, stability, and liquidity to the market. It also introduces a wave of capital that has the potential to propel cryptocurrencies to new heights. As a result, we are experiencing the emergence of the first institutional Bitcoin bull market, where heightened institutional demand drives the…
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The institutional involvement brings a new level of legitimacy, stability, and liquidity to the market. It also introduces a wave of capital that has the potential to propel cryptocurrencies to new heights. As a result, we are experiencing the emergence of the first institutional Bitcoin bull market, where heightened institutional demand drives the…
  continue reading
 
Bitcoin Market Developments in the Past Year Bitcoin ETF Approval Process Price Predictions from Prominent Financial Authorities What is Bitcoin Halving? The MVRV Ratio for bitcoin valuation Carbon credits are a market-based system designed to reduce greenhouse gas emissions Carbon pricing policies could be designed to incentivize the use of renewa…
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Meaghan Dennison is the Founder and CEO of The Forward Fund, a Non-Profit organization that creates upward economic mobility opportunities by providing interest free loans and financing for short term training and education programs. Meaghan shares the story of how the Forward Fund was created and lots of details on the process and financing progra…
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Sophie Dagenais is the interim CEO of The Endowment, a now $1.7 Billion fund that was created upon the sale of New Hanover County Regional Medical Center to Novant health in 2020. Sophie shares insights on the history, mission, vision as well as impacts of The Endowment since its inception. Understanding the technical nomenclature and the shift fro…
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Mike Breitfeller is the owner of the Breit Group, a Wilmington, NC based financial planning platform, serving both individuals and businesses. Mike is a UNCW Alumni, and shares the story of how he built his business over the past 15 years. How Mike founded The Breit group and the driving forces behind taking the leap to start his own firm The impor…
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For nearly eighty years, the global economic order was anchored by the dominance of the U.S. economy and the central role of the U.S. dollar, a system born from the Bretton Woods Conference in 1944. This post–World War II framework established the dollar as the linchpin of international trade, backed by gold and supported by institutions like the I…
  continue reading
 
Robert “RB” Preville is the Founder and CEO of Approve, a Wilmington, NC - based Fintech company that provides an embedded financing platform for equipment sellers. Robert has an incredible track record of building business from scratch, and shares his story and lessons learned throughout his career. The role of AI in software development and how i…
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Tommy Taylor is the CEO of the United Way Cape Fear Area and Tony McEwen is a long standing Board Member for the United Way and the Creator of Jerry Day to benefit the United Way. Tommy and Tony discuss the history, mission and vision of the United Way, and the story behind creating Port City Jerry Day. The United Way of the Cape Fear Area is a loc…
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Kevin Blackburn is the Executive Director of Kids Making It, a Non-Profit Organization with a mission of supporting at-risk youth in graduating high school, using woodworking as the primary vehicle to learn important life and entrepreneurial skills. Based on Castle St. in Downtown Wilmington, Kids Making It has served over 20,000 Kids since 1996. K…
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David Joyner is an Assistant District Attorney and Wilmington City Council Member. David discusses roles and responsibilities of his Law and Public Service occupations, as well as a deeper dive into how the City Council works. How David got involved in local politics. The governance structure of our City Council, its roles and responsibilities.Havi…
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Steve McRossan is the Executive Director of NourishNC, an organization that is committed to feeding hungry kids and families in New Hanover County through several different programs. Steve shares the history, mission and vision for the organization. Did you know that 1 out of every 6 kids in New Hanover County struggle with food insecurity? Nourish…
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Mike Brown is a Partner with Cape Fear Commercial, and also very involved in community leadership in Wilmington, NC, holding roles as past Chairmen of the Board for Cape Fear Public Utility (CFPUA) and various roles on the Greater Wilmington Chamber of Commerce Board. We talked about all things growth, community and development. Check out the show!…
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Send us a text In this episode, we welcome Alex, a partner at NestEggs, to discuss how their firm supports privately held businesses and trade associations with comprehensive retirement plan solutions. Alex shares his journey from medical device sales to becoming an investment advisor and details NestEggs’ unique approach as one of the last private…
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Sabrina Davis is the owner of Port City Signs & Graphics, a full service sign and graphics company based in Wilmington, NC. She comes from a family of entrepreneurs and small business owners, and tells her story of how they came to be owners of Port City Signs & Graphics, navigating their journey of business ownership and entrepreneurship. Did you …
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Send us a text Concourse Benefits is transforming how business organizations, like chambers of commerce and trade associations, can deliver more value to their members. Today, the company announced its investor proposal and valuation analysis, highlighting a funding round to accelerate platform development and rapid market expansion. Concourse Bene…
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Jerry Coleman is the Director of CFCC’s Small Business Center, which provides free consultation and support services for entrepreneurs in the Greater Wilmington NC small biz ecosystem. Jerry has decades of experience as a small business owner, entrepreneur and consultant, making him extremely knowledgeable and proficient in advising entrepreneurs a…
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AJ Stanaland is a 5th generation farmer and rancher in South Eastern North Carolina. Her family farm, Northwest Land and Cattle, provides a variety of “direct from the farm” produce and meats that are sold directly through her retail shop called “The Pack House,” which is on the family farm in Northwest, North Carolina. Check out the episode to lea…
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Send us a text Learn about Campaign Compass in this podcast interview with Founder, Nancy Cooke. Connect with Nancy on her LinkedIn Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the o…
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Mike Kozlosky is the Executive Director of the Wilmington Urban Area Metropolitan Planning Organization, also known as the The Wilmington MPO, which is a federally mandated and funded organization that plans regional transportation and manages federal transportation funds for the Wilmington area. Mike discusses the history, workings, partners and m…
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Robert Cooley, Jr. is a retired Army General Officer, Entrepreneur, Investor and an all around Pay-It-Forward type of guy. He owns Apple Annie’s Bakery - a Wilmington, NC Staple - and is the Co-Founder and CEO of Nuream, a Nuero data science company. He is involved in several other businesses and ventures as well. Check out Rob’s story of connectin…
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Send us a text Colin Schmidt's LinkedIn: https://www.linkedin.com/in/colin-schmidt/ Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platf…
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Celine Adair is the Founder and Executive Director of Education Without Walls (EWOW), a local non-profit committed to supporting teens in overcoming hardships through mentorship and outdoor adventures. Each year, EWOW taps a team of 24 leaders to help raise a total of $3,000 each, to sponsor a teen for the year-long program. Check out the story! Ho…
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Send us a text Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing…
  continue reading
 
Andy Basinger is a Managing Partner and Head of Live Oak Private Wealth. He was part of the founding team in 2018, and shares his story of entrepreneurship and building a business within the Live Oak Bank ecosystem. The story goes well beyond the technical aspects of Financial Planning, and more specifically on the importance of relationships and c…
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Send us a text Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing…
  continue reading
 
Send us a text Automate trust and transparency with a privacy-by-design platform. Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platfor…
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Send us a text Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing…
  continue reading
 
Send us a text Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing…
  continue reading
 
Bryan Kristof created the first Co-Working space in Wilmington, NC, called CoWorx. Since the creation in 2011, Bryan had several iterations of the space and model, with its final and current location of CoWorx in the Cargo District. Bryan sold the business in 2020, and has moved on to other business ventures, but found his way back to the shared wo…
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Key Themes and Concepts: The Institutional Bitcoin Bull Market: Definition: This is a period characterized by heightened institutional demand for cryptocurrencies, driving prices to unprecedented levels. Institutions are now treating crypto as a mainstream asset class. “The institutional involvement brings a new level of legitimacy, stability, and …
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John Monahan is an experienced CEO and business leader who has built a Peer Advisory Group for CEOs in Wilmington, NC, as part of the Vistage platform. Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business leaders. John shares personal experiences of building and running businesses, and then payin…
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Send us a text Connect with Marcie on LinkedIn at: https://www.linkedin.com/in/marcie-o-dwyer-b29197129/https://www.linkedin.com/in/marcie-o-dwyer-b29197129/ Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the …
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Send us a text Connect with Susan on LinkedIn at https://www.linkedin.com/in/susan-ellender-222b2365/ Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concou…
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Adam Shay founded an accounting firm in 2010, which quickly became one of the go-to CPA shops for entrepreneurs and business owners in the Greater Wilmington, NC area. Adam shares the real life story of how he built his business, and ultimately, the road to selling the firm and some of the contributing factors to that decision. The ‘How’ and the ‘W…
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Reggie and Royal Podcast Briefing Doc: Episodes 10 & 11 Main Themes: Artificial Intelligence (AI) is rapidly becoming a dominant technological force, surpassing even cryptocurrency in its potential impact. LLMs (Large Language Models) like GPT-3 and GPT-4 represent a significant breakthrough in AI, enabling a range of applications. AI presents both…
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Crypto Briefing Document: Navigating the Bitcoin Bull Market Executive Summary: This briefing document reviews various sources discussing the current state and potential future of the cryptocurrency market, particularly Bitcoin. The sources analyze current market indicators, historical trends, the impact of institutional involvement, the role of al…
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Reggie and Royal Podcast Briefing Doc: Carbon Credits and Cryptocurrencies Main Themes: Carbon Credits: Understanding what carbon credits are, how they work, and their potential for mitigating climate change. Cryptocurrency and Carbon Markets: Exploring the intersection of cryptocurrency and carbon markets, focusing on crypto-carbon credits and the…
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Reggie and Royal Podcast Briefing Doc: Global Central Bank Dilemma Main Theme: This briefing doc summarizes key points from episodes 4 and 6 of the Reggie and Royal podcast. The central theme revolves around the unprecedented actions taken by global central banks, particularly the Federal Reserve, ECB, and Bank of Japan, and the potential long-term…
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Institutional Adoption of Cryptocurrency: A Seismic Shift in Finance This briefing document analyzes two podcast episodes from the Reggie and Royal podcast, focusing on the changing attitudes of major financial institutions towards cryptocurrency. Key Themes: The Institutional Tide is Turning: Once dismissive of cryptocurrencies, major financial in…
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Reggie and Royal Podcast: Deep Dive into Bitcoin and the Crypto Ecosystem Episode 1: The Seventh Layer: Unraveling Cryptocurrency Introduction: This episode establishes the conceptual framework of cryptocurrency as the seventh layer in the evolution of information technology, emphasizing its dependence on previous layers and its potential as a tran…
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Girard Newkirk is the cofounder and CEO of Genesis Block, an organization dedicated to building entrepreneurship and innovation in our community. He was born and raised in Burgaw, NC, a rural farming community, and went on to spend time in Silicon Valley, before coming back to Wilmington, NC. A writer, a thought leader and a visionary in our commun…
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Andy Jones is the CEO of WARM NC, a Nonprofit organization dedicated to providing low-income homeowners a safe and healthy home to live in, through free repairs and upgrades for qualified projects. Andy talks about the history of WARM NC, as well as his journey from a volunteer coordinator to the CEO of the organization, and the different facets of…
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Chakema Clinton-Quintana is the Director of Channel - Powered by Live Oak Bank, an organization committed to supporting entrepreneurs and small business owners through the journey and process of building and legitimizing their businesses. Chakema shares her story of how she became the Director of Channel, as well as WHY Channel was founded. The tit…
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Tony Stroud is the founding Partner of Stroud & Co, a full service CPA firm located in Wilmington, NC. Tony is also the owner of the Record Bar, a music shop that specializes in sales of new and used records, and the host of a local radio show “The Vinyl Revival” on The Penguin. Hang out with Tony and Chris for an hour for some knowledge share and …
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