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PODCAST

Business Talk With Chalfin

Please join Robert Chalfin during Business Talk with Chalfin as he speaks with business owners, experts, academics, authors, and other professionals on topics that are critical to your business and you. Bob is an attorney, CPA, and a Lecturer in Management at The Wharton School of the University of Pennsylvania where he teaches graduate-level courses on acquiring closely held businesses and real estate entrepreneurship to MBA candidates. He has been the recipient of several Wharton Teaching

business

All Episodes

6:11

Business Talk with Chalfin Brief: The Attraction of...

Business Talk With Chalfin ·

2025/10/16

The Attraction of Entrepreneurship Through Acquisition.These Briefs are shorter, topic-focused episodes released throughout the season — quick insights on key legal and business issues designed to fit your schedule. Whether you are a business owner preparing to pass the torch or a next-gen leader stepping into new responsibility, this conversation offers practical insights and a deeper look at the opportunities hidden within the challenges of succession.

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24:01

SBA Loans - An Update

Business Talk With Chalfin ·

2025/07/09

With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million dollars and has closed over 1,200 SBA transactions.

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20:33

Tariffs-A Brief Discussion

Business Talk With Chalfin ·

2025/04/12

For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at The Wharton School. He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology. Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also been an

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22:18

When Only Profits Matter with Rebecca Greenbaum

Business Talk With Chalfin ·

2025/03/17

In the next episode of Business Talk with Chalfin, Bob is joined by Rebecca Greenbaum, Professor of Human Resources Management at Rutgers School of Management and Labor Relations, to explore the consequences of a profit-at-all-costs mindset in business.When organizations prioritize financial gain above all else, what happens to workplace ethics, employee well-being, and long-term sustainability? Rebecca, an expert in behavioral ethics and dysfunctional leadership, shares insights from her research

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22:54

Season 3, Episode 2 Immigrants and The American Story...

Business Talk With Chalfin ·

2025/02/20

On the newest podcast episode of Business Talk with Chalfin, Bob talks with Gregg Coodley, MD, author of American Salvation, How Immigrants Made America Great.Gregg Coodley grew up in Philadelphia. He graduated Summa Cum Laude in Economics from the University of Pennsylvania in 1981. He graduated from the University of California at San Diego School of Medicine in 1985. He did a residency in primary care internal medicine at Cambridge City Hospital in Massachusetts. In 1990 he moved to Portland,

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23:37

Navigating Wealth Now: Suggestions for Preserving and...

Business Talk With Chalfin ·

2024/12/02

For this episode of Business Talk with Chalfin, Bob talks to Dane Czaplicki, CEO of Members Wealth LLC.Dane co-founded Members’ Wealth with a team of exceptional individuals. He has over 20 years of experience in financial services including investment analysis, portfolio construction, operations, service, trading, sales, management, and leadership.

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24:49

The Real Estate Market - Where Do We Go from Here

Business Talk With Chalfin ·

2024/10/17

On the first episode of Business Talk with Chalfin, Bob discusses the real estate market and where we go from here with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting.Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the finance and real estate industries throughout North America. She works across a wide spectrum of industries including apartments, for-sale housing, high-rise

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32:42

Value Versus Price with Kevin Kaiser

Business Talk With Chalfin ·

2024/04/18

For this episode of Business Talk with Chalfin, Bob talks with Kevin Kaiser about value versus price. Kevin is Senior Director of the Harris Family Alternative Investments Program and Adjunct Full Professor of Finance at the Wharton School of the University of Pennsylvania. He was Professor of Management Practice and on the finance faculty at INSEAD since 1992. Kevin’s research has focused on private equity, corporate restructuring and financial distress, more recently oriented around corporate

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28:06

Marketing Analytics

Business Talk With Chalfin ·

2024/02/15

During this podcast episode of Business Talk with Chalfin, Bob talks with Thomas Vladeck, Co-Founder and Co-CEO of Gradient Metrics and Recast.Recast is built by scientists, for marketers and is committed to using the world’s most advanced techniques and technologies to solve the most important problems in marketing measurement.

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15:45

The 2024 Wharton EtA Summit

Business Talk With Chalfin ·

2024/02/04

For this podcast episode of Business Talk with Chalfin, Bob talks with Billy O'Neill and Sean McIlroy, '23-'24 Club Board Co-Presidents about The 2024 Wharton EtA Summit The Wharton ETA Summit brings together MBA students, search fund entrepreneurs, investors, faculty, and other participants in the ETA ecosystem to connect and exchange insights. This year’s conference will feature more networking opportunities and panel topics ranging from all areas of searching, investing, and

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23:17

Central Bankers and the Economy

Business Talk With Chalfin ·

2024/01/19

For this episode of Business Talk with Chalfin, Bob talks with Andrew Brenner, the Head of International Fixed Income at National Alliance Securities, about central bankers and the economy. Andrew is frequently interviewed on Fox Business, Bloomberg, Schwab, and CNBC.

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21:38

SBA Loans - An Introduction

Business Talk With Chalfin ·

2024/01/04

With over 35 years of SBA lending experience and the past 9 years focused solely on Mergers and Acquisition lending, Bruce Marks helps buyers finance lower middle market M&A transactions. Bruce works with financial buyers, searchers, and corporate buyers seeking financing for business acquisition transactions. He specializes in transactions with enterprise values between $3 and $8 million dollars and has closed over 1,200 SBA transactions.

en

32:08

Supply Chain and Scaling

Business Talk With Chalfin ·

2023/12/14

For this conversation, Bob talks with Gad Allon, the Jeffrey A. Keswin Professor and Professor of Operations, Information and Decisions, and the director of the Management and Technology Program at the University of Pennsylvania. He received his PhD in Management Science from Columbia Business School in New York and holds a Bachelor and Master degree from the Israeli Institute of Technology. Gad is an award-winning educator, teaching courses on scaling operations and operations strategy. He has also

en

25:30

Using Insurance to Hedge Merger and Acquisition Risk

Business Talk With Chalfin ·

2023/11/29

During this episode, Bob talks with Jeff Buzen about using insurance to hedge merger and acquisition risk. Jeff is a Partner in McGill and Partners’ Mergers and Acquisitions group and the leader of the United States Mergers and Acquisition team. Jeff focuses on the structuring, marketing, negotiation and broking of representations and warranties insurance, tax liability insurance and other bespoke contingent liability insurance solutions.

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30:26

Martin Hershy on Small Business Insurance Considerations

Business Talk With Chalfin ·

2023/11/16

For this episode, Bob talks with Martin Hershy about small business insurance considerations. Martin Hershy is the Senior Vice President of Property and Casualty Operations at Lockton Companies. He is a process-oriented and results driven insurance brokerage executive focused on optimizing efficiency through job design, team creation, standardization, system implementation, automation, and business process outsourcing. Martin has an MBA from The Wharton School and a Bachelor of Business

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27:38

Demystifying the School Admissions Process with...

Business Talk With Chalfin ·

2023/10/17

For this episode of Business Talk with Chalfin, Bob talks with Thomas Caleel, Chairman and Founding CEO of Global Education Opportunities LLC. Thomas Caleel is the former Director of MBA Admissions and Financial Aid for his alma mater, The Wharton School at the University of Pennsylvania. Thomas also served on the Dean’s Globalization Committee and was a member of the Wharton Graduate Executive Board. Global Education Opportunities, LLC, is an international education consulting and Admissions

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23:49

The State of the Housing Market with Lesley Deutch:...

Business Talk With Chalfin ·

2023/10/03

On this episode of Business Talk with Chalfin, Bob continues his discussion on the state of the housing market with Lesley Deutch, Managing Principal at John Burns Real Estate Consulting. Lesley's profound expertise in the real estate market significantly contributed to the widespread popularity of her previous interview on Business Talk with Chalfin. Lesley Deutch leads all custom consulting projects in the Southeast. She has more than 25 years of experience consulting with executives in the

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17:00

Learning from My Business Acquisition with Caroline...

Business Talk With Chalfin ·

2023/09/21

For this episode, Bob sits down to talk with Caroline Chapdelaine, the CEO of Northstar Photonics, about the lessons she learned from her business acquisition. Caroline is an experienced executive leader. She has worked in national security, defense, and aerospace throughout her career. She served in the US Army as a Military Intelligence Officer on tours in Korea, Thailand, and Afghanistan. Caroline has worked at a range of large defense programs with Northrop Grumman, Lockheed Martin, L3Harris,

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21:30

Launching an Exchange-Traded Fund (ETF) with Seth...

Business Talk With Chalfin ·

2023/09/06

During this episode, Bob talks with Seth Cogswell, the Managing Partner and Founder of Running Oak Capital, about launching an exchange-traded fund (ETF). Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long/short hedge fund. Seth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H.R. Young Scholarship. He received his undergraduate degree in Decision Making Sciences/Operations

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26:23

Investing in Biotech with Christoph Westphal

Business Talk With Chalfin ·

2023/08/23

For this conversation, Bob talks with Christoph Westphal MD, PhD, Co-founder and General Partner of Longwood Fund, about investing in biotech. Dr. Westphal is co-founder and General Partner of Longwood Fund and has spent over 20 years as a biotech CEO, entrepreneur, and investor. Dr. Westphal has been the co-founder, CEO, and lead investor of seven biotechnology companies that have completed initial public offerings (IPOs) and created sustained market value of over $45 billion and have developed

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31 results

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