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Our goal at thelowcashhomestead.com is to live our lives more the way we want to. To spend more time with our family and build a life worth living while building a cool place to live it. Cover art photo provided by Randy Fath on Unsplash: https://unsplash.com/@randyfath
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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show series
 
Join host Matt Prewitt in an inspiring conversation with Edge City co-founders Janine Leger and Timour Kosters, as they dive into the transformative world of pop-up villages and cities. Discover the story behind Edge City's latest experiment, Edge Esmeralda, and learn how temporary communities are reshaping the way we live and work. Janine and Timo…
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In this episode, we talk with Michael Murphy, Co-Founder and CEO of Cleveland Professional Soccer. Michael is a St. Ignatius graduate and has lived in several different parts of the country before returning to Cleveland. He has a wide range of experiences, from law to the military and even film production. We discuss his connection to Cleveland, hi…
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In this episode, Project Liberty Founder Frank McCourt joins Matt for a second round to discuss the challenges and opportunities presented by rapidly developing AI technologies. Building on their previous chat about digital infrastructure, they explore whether AI will exacerbate social media, digital advertising, and data centralization issues, or …
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In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…
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In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…
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Today, in Part I of a two-episode conversation, Matt Prewitt is joined by civic entrepreneur and Founder of Project Liberty, Frank McCourt, who is on a mission to reclaim the internet and prioritize human rights in our digital landscape. Drawing parallels between the early public oversight of television and the current state of the internet, Frank …
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In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…
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In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…
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In today’s episode, Matt Prewitt engages in a thought-provoking dialogue with Tahir Amin, the Co-Founder and CEO of the Initiative for Medicines, Access, and Knowledge (I-MAK). Together, they delve into the history of the patent and trademark systems – flaws and all, especially within the pharmaceutical realm. Tahir, drawing from his experience as …
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In this final episode of our short series, host Matt Prewitt speaks with Indy Johar, architect and co-founder of Dark Matter Labs. Together they discuss the topic of ownership through the lens of theories of governance. Indy advocates for decentralized protocols in property governance, emphasizing complex contributions and contextual responsiveness…
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In today’s episode, guest host Margaret Levi interviews Matt Prewitt, President of RadicalxChange Foundation. With the tables turned from our last episode, Margaret interviews Matt on rethinking property rights. Beginning with a reflection on the state of political liberalism, Matt dives into the mechanics of Partial Common Ownership (also known as…
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In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995…
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In this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, …
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In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early i…
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We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on…
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In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started i…
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In this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk …
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Welcome back to RadicalxChange(s), and happy 2024! In our first episode of the year, Matt speaks with Margaret Levi, distinguished political scientist, author, and professor at Stanford University. They delve into Margaret and her team’s groundbreaking work of reimagining property rights. The captivating discussion revolves around their approach's …
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In this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where …
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In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his…
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This is the second episode in a series where we talk with the leadership of CFA Cleveland. We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair. In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional…
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This is the first episode in a series where we talk with the leadership of CFA Cleveland. We start by talking to CFA Cleveland's full-time Executive Director Cindy Nace as well as CFA Cleveland's current President, Jon Dominy. In his professional life outside of CFA Cleveland Jon is a Vice President with Alliance Bernstein. We talk with Cindy & Jon…
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In this episode of RadicalxChange(s), host Matt Prewitt engages in a deep and thoughtful conversation with Barry Threw, Executive & Artistic Director of Gray Area. They explore Barry's diverse career integrating art, technology, and humanities for economic, social, and ecological regeneration, and examine the cultural shifts in the San Francisco Ba…
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In this episode, we talk with Matt Schlarb, CFA, Senior Director of Investor Relations at RPM International. Matt has lived and worked all over the world before coming back to Ohio where he grew up and settling in Cleveland. We talk with Matt about his experiences living abroad as well as his career path to Investor Relations, and about his involve…
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In this episode, we talk with Yoel Mayerfeld, Co-CEO of Chase Properties Ltd. Yoel has a fascinating career path that started with him working through a temp agency to get his first job on Wall Street in New York City. He then worked his way up a derivatives trading desk before he and his family relocated to Cleveland work in a private real estate …
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In this episode, we talk with Rich Veres, CFA, Co-founder & President of Highland Consulting Associates. Rich has a long and distinguished career in institutional investment consulting and has been a well-known figure in the NE Ohio investment community for quite some time. We talk to Rich about his journey from Akron to founding Highland, we dive …
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In this episode, we talk with Brent Zimmerman, CEO & Co-founder Saucy Brew Works. While on the surface CEO of Saucy Brew Works might not seem like a title of someone with a background in financial services, Brent tells us his story of how he began his business endeavors a provider of liquidity starting at age 8 and then he takes us through his …
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In this episode, we talk with Danielle Williams, CFA, Managing Director and Equity Portfolio Manager at Wellington Management. Danielle grew up in Cleveland before college and her career took her to the east coast where she now lives. In this conversation, Danielle talks about how her work in credit underwriting and passion for deep research prepar…
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In this episode, we talk with Fred Cummings, President & Founder of Elizabeth Park Capital Management. Fred is a passionate supporter of everything NE Ohio. He grew up in Akron, went to Oberlin College where he played football, started his career at some well-known Cleveland firms and even named his current firm after a place close his childhood ho…
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In this episode, we talk with Ryan Ruggaard, Director of Research at Ruggaard & Associates. Ryan has a fascinating background that has taken him from Hudson, to SW Ohio, and to Chicago with many trips and stops along the way. While Ryan is lives in Chicago, he maintains strong personal and professional connections to Cleveland. He has a wide range …
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In this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management. Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm. We discuss Dan’s journey as well as many other topics such as the investment decision Dan…
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In today’s episode, Deepti Doshi, Co-Director of New_ Public (and leader in the intersection of social media, community organizing, and leadership development) speaks with Matt Prewitt on how to create online spaces that foster interconnection, mutual dependency, and democratic outcomes. Together, they explore the need for socio-technical expertise…
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In this episode, we talk to Richard Barone, Chairman of Arch Eagle Family Office. We discuss Richard growing up in South Euclid, his experiences in Washington D.C. in the 1960s, his views on inflation, and the many investment firms he's been involved with in Cleveland. Richard has had personal interactions with many well-known investors and he shar…
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In today’s ep, Matt Prewitt speaks with Victoria Ivanova, R&D Strategic Lead of Serpentine Arts and curator-strategist-writer, about the role art and culture have in society in preserving democratic ideals while offering critical and actionable solutions for the emerging technological era. They delve into the historical and present significance of …
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In this episode, we talk to Corrie Menary, Partner at Kirtland Capital Partners. We discuss Corrie’s deep eastside connection, what led her to start her career in commercial banking, her path from grad school into private equity, navigating a successful career and simultaneously starting a family, and misconceptions of private equity. We also dive …
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Shrey Jain, an applied scientist at Microsoft Research Special Projects, speaks with Matt Prewitt on a very timely and topical subject: AI and – more specifically – the dangers it poses to the nature of natural human communication (“context collapse”). They take a deep dive into the current threats to privacy by expanding beyond the often discussed…
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In this episode, we talk to Ben Mackovak, Founder and Managing Member of Strategic Value Bank Partners. We discuss Ben’s eastside upbringing, what caused him to begin his pursuit of finance in college, his journey through the world of buy-side investing, and his successful and unsuccessful investment ventures. Ben has been witness to the roller coa…
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In today's episode, Will Holley (Founder of 721 Labs), Graven Prest (Co-Founder of the Geo Web project), and Kevin Seagraves (CEO of NiftyApes) are three mission-focused entrepreneurs who join host Matt Prewitt in a roundtable discussion on the topic of Plural Property — RadicalxChange's umbrella term for Partial Common Ownership, Harberger Taxatio…
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, C…
  continue reading
 
This episode is a continuation of a mini season of RadicalxChange(s) titled A New Era of Democracy. In today’s episode, we welcome Professor of Communications and Political Science Zizi Papacharissi who discusses her latest book, After Democracy with host Matt Prewitt. In this thought-provoking conversation, they examine how social media affects ou…
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In this exciting episode, Matt Prewitt speaks with the inquisitive and captivating Christine Lemmer-Webber, who is CTO of the Spritely Institute and whose lifelong work focuses on advocating user freedom. This philosophical and technical discussion focuses on the many ways to look at ethical methods of building technology without usurping the free …
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This episode is part of a mini season of RadicalxChange(s) titled A New Era of Democracy. Lauded poet, author, and activist Anasuya Sengupta joins Matt Prewitt on this episode to discuss the culture of Wikipedia, the embedded power dynamics of digital technologies, and how plurality plays a role in empowering the global South's presence on the inte…
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This episode is part of a mini season of RadicalxChange(s) titled A New Era of Democracy. Rosa O’Hara moderates a discussion between Audrey Tang and Jo Guldi on Taiwan’s expeditious response to the COVID-19 pandemic, the history of the g0v movement, the democratic power of embracing new forms of civic technology, and more. Audrey Tang (@audreyt) is…
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In this conversation with James A. Evans, we examine the relationship between artificial intelligence and democracy, the tradeoffs between hybridization and speciation, and much more. James is a professor at the University of Chicago, director of its Knowledge Lab, and external professor at the Santa Fe Institute. His research focuses on the collec…
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This episode ended up being a wide-ranging discussion that surfaced essential ideas about getting more thoughtful about the boundary between public and private power by understanding what’s infrastructure and what isn’t. The seed for this conversation was whether we should understand Google’s index of pages as a form of public infrastructure and, i…
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The backstory to this episode is a lengthy research collaboration focused on how the value of data gets captured. With that in mind, how to design a tax that would fairly redistribute it. You can see the collaboration results at Datadividends.org -- a proposal for a simple, eminently implementable tax that would go to the heart of the economic dist…
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Tom Atlee is the founder of the nonprofit Co-Intelligence Institute, author of The Tao of Democracy and Reflections on Evolutionary Activism, and creator of the Wise Democracy Pattern Language. He has published many articles in alternative journals, collaborated on numerous projects and books, been on several nonprofit boards, and consulted on soci…
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Jo Guldi is a scholar of Britain's history and empire who is especially involved in questions of state expansion, the contestation of property under capitalism, and how state and property concepts are recorded in the built environment's landscape. These themes informed her first book, Roads to Power, which examined Britain’s interkingdom highway an…
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Meet the RadicalxChange(s) podcast and its hosts Jennifer Morone and Matt Prewitt. Jennifer Lyn Morone is RadicalxChange Foundation’s CEO and a multidisciplinary visual artist, activist, and filmmaker. Her work focuses on the human experience with technology, economics, politics, and identity, and the moral and ethical issues that arise from such s…
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Fred Turner is the Harry and Norman Chandler Professor of Communication at Stanford University. He is the author of three books: The Democratic Surround: Multimedia and American Liberalism from World War II to the Psychedelic Sixties (University of Chicago Press, 2013); From Counterculture to Cyberculture: Stewart Brand, the Whole Earth Network, an…
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