Episode 77: All the Wisdom from 2025

It’s a ho-ho-holiday clip show! So many distinguished guests joined the show this year to share their wisdom. I figured, why not share some of their best advice in one EOY clip show extravaganza. If you’re listening to this – not watching – see timestamps below so you know who you’re listening to.

Key Points From This Episode:

4:22: Bert McCooey, Ascent (Fund Admin)
- Full episode: https://www.youtube.com/watch?v=sNskOufkTE4&t=282s
5:11: Salman Ali, CBIZ (Auditor)
- Full episode: https://www.youtube.com/watch?v=DOYfV7Y86tw&t=4s
6:41: Colleen Fay, Withum (Audit and Tax)
- Full episode: https://www.youtube.com/watch?v=Q5Uxppd8dTA
7:31: Phil Graham, Harneys (BVI Counsel)
- Full episode: https://www.youtube.com/watch?v=OEMxtK_Yl3A
9:41: Gautam Ganeshan, KMPG (Auditor)
- Full episode: https://www.youtube.com/watch?v=wh34IZyb1Ok
11:38: Joe Brennan, Houlihan Capital (Valuation)
- Full episode: https://www.youtube.com/watch?v=s8d_ryOckWI
12:16: Kevin Flasch & James Tallarico, Risk Strategies (Insurance)
- Full episode: https://www.youtube.com/watch?v=BM_xLPC-q9Y
13:53: Harry Shillingford, Marex (Prime Broker)
- Full episode: https://www.youtube.com/watch?v=Hmo3PIdxMH4
15:01: Patrick Colegrave, Forbes Hare (Cayman Counsel)
- Full episode: https://www.youtube.com/watch?v=VZSVKiUUtbY
16:34: Darragh Murphy, Marfire (Director Services)
- Full episode: https://www.youtube.com/watch?v=5Y2ZFlpf8WE

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal, investment or tax advice. The guests that join us share their considerable fund-related wisdom, but everything they share here is their personal opinion and for educational purposes only. On this show, they are speaking for themselves, and not for their employer or any affiliated entity.

Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: tow@colefrieman.com