In this episode, Michelle Thomas shares how self-directed IRAs give passive investors access to private equity deals, outlining the benefits, rules, and future of this powerful investment tool.

Disclaimer: This discussion is for educational purposes only and not investment, tax, or legal advice. Please consult your advisor before making investment decisions.

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In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led him to build CapX, a platform designed to streamline access to private equity and eliminate barriers between borrowers and lenders.

Rocky dives into the cultural resistance to financial tech, the generational shifts shaping adoption, and how AI can help modernize communication and transparency in dealmaking. He also unpacks the biggest misconceptions in capital markets and explains why a mindset shift and not just a tech shift, is essential for long-term success in finance.

At the heart of this episode is a powerful message: the future of private markets depends on bridging relationships, data, and trust through more innovative tools. Whether you’re a business leader, investor, or innovator, this conversation offers clear insight into where the industry is headed and how CapX is helping lead the way.

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In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, is joined by Tim Butler, a software industry leader and co-founder of Portage X, who brings firsthand insights into company culture, AI adoption, and leadership challenges in today’s business landscape.

Tim shares eye-opening stories, including his experience in one of the most extreme company cultures—where tensions ran so high that his car tires were slashed. He also dives into how AI is revolutionizing performance evaluation, the top fears preventing AI adoption, and how leaders can harness AI to enhance both financial outcomes and employee productivity.

At the heart of this episode is a powerful message: Company culture can make or break a business. Tim explains how leadership decisions, workplace environments, and strategic AI implementation can be the key to long-term success.

This episode is packed with insights for business leaders, investors, and anyone looking to stay ahead in the evolving world of private equity and technology.

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