All Episodes

In today’s episode, Tommy talks with Winter Mead, CEO and Co-Founder at Oper8r. In addition to running Oper8r, Winter teaches entrepreneurship and venture capital at Stanford University Graduate School of Business. Previously, Winter worked with tech startups and a multifamily office that managed $30 billion in investments. Winter talks with Tommy about the real value of academic research and the path of investors, emerging managers and limited partners. Key Takeaways [05:10] - Research is a...

The private wealth industry is growing rapidly. As new opportunities arise, how can private family offices focus their efforts on bringing high-impact results to their businesses? In today’s episode, Tommy talks with Russ D’Argento, Founder and CEO at FINTRX. Wanting to bridge the gap between portfolio managers and family offices, Russ utilized his expertise in taking fragmented data, pulling it into a single resource, and organizing an algorithm that is very actionable and understandable. Wha...

In today’s episode, Tommy talks with Valmik Rao, a student philanthropist who aims to solve the world’s biggest problems, one step at a time. For Valmik, it’s not video games and parties that get him excited. Most of the time, he’s diving deep into genetic research, bringing awareness to societal issues, and innovating products and services that can make a significant impact on the world. Valmik is a graduate of The Knowledge Society (TKS), a trusted incubator for young innovators. Valmik talk...

The digital revolution has changed the way businesses operate. With the complexity of how supply chain management, logistics, and finances work, what role will technology and innovation play in creating a more sustainable and efficient supply chain? Coming from a village in Northern Ghana, Brian came to the United States at the age of 23. Despite having no experience in investing, he got his first job at a family office because of his enthusiasm, and his passion for learning and honesty. Combin...

In today’s episode, Tommy talks with Dan Swartz, Executive Director at Start Fort Wayne. From collecting art to urban innovation, Dan is at the intersection of bringing viable strategies to economic development. Applying the many lessons he learned in the art world, Dan is now a part of an entrepreneurial ecosystem that supports and revitalizes communities. Tommy talks with Dan about his passion for collecting art, the comparison between the art market and the economy, and how the intersection ...

In today’s episode, Tommy talks with David Lau, Founder, and CEO of DPL Financial Partners. David is a leader and an innovator in the financial services industry. He has a stellar track record in financial services and has made a name in the realm of internet banking. One of his best contributions has been eliminating the commission on annuities, making them more affordable and accessible. David talks with Tommy about the impact of commission-free annuities, the psychology of choice, and the t...

In today’s episode, Tommy talks with Lauren Oschman, Partner and CEO at Vestia Personal Wealth Advisors. Lauren knows the value and implications of being a medical doctor on the frontlines. She has seen this early on, as her father is also a cardiologist. After graduating from university, she started a physician-focused advisor firm, where she helps practitioners navigate their finances. Lauren talks with Tommy about the financial uncertainties physicians and other medical experts are facing, ...

In today’s episode, Tommy talks with Sameer Sait, Founder of Balkan ID, a cybersecurity startup. Sameer's expertise in information security and privacy runs deep. Prior to starting Balkan ID, he held information security leadership roles in large companies, including Amazon-Whole Foods Market, Forcepoint, Arrow Electronics, and MassMutual. Having had such a prolific career, Sameer now aims to help more organizations and companies identify gaps and create steadfast cybersecurity solutions with h...

How important is a consolidated approach to financial planning? Jack Sharry, EVP and Chief Growth Officer at LifeYield, believes it’s critical and can make or break a financial strategy. At LifeYield, Jack helps people understand UMH platforms and the advantages they create for advisors, their firms, and their clients. In this episode, Jack talks with Tommy about how to build a truly coordinated financial portfolio, Jack's journey to becoming a leading advocate for the future of financial advi...

In today’s episode, Tommy talks with Bill Kenney, Partner and CEO at Focus Lab, a US-based branding agency. Bill is a seasoned branding expert who has helped many companies become unicorns. Bill grew up with a knack for design and knew the power and influence it could offer to brands. He eventually met someone who shared his vision who could also support technical development, which pushed his business to new heights. Bill and Tommy discuss what a successful brand strategy entails and how to a...

Are your top skills an unlikely combination that you're unsure of how to leverage? Heather Fortner has always had a knack for both finance and helping others but didn’t quite know how the two could fit together as a career. Heather found that perfect fit in her role as CEO of SignatureFD, a wealth management firm headquartered in Atlanta. In this episode, Heather talks about her passion for helping families understand their relationship with money and why she went back to school to get a maste...

In this episode, Tommy talks with Maxim Chereshnev, Chairman of the Board of Russian Trade and Economic Development Council. Maxim is the mastermind of one of the few Russian venture capital tech funds, MAXCAPITAL. Before he set off on a mission to help digital companies in Russia accelerate their business growth, Maxim was already excelling in the fields of politics, real estate, and entrepreneurship. Maxim attributes his success to finding his “true north”, which allowed him to find his pass...

In this episode, Tommy talks with Dr. Matt McGirt, director of value-based contracting at Carolina Neurosurgery & Spine Associates. Matt is a world-renowned neurosurgeon turned entrepreneur and a thought leader in the early stages of big data transformation in the healthcare industry. His fondness for the analytics of medical research and innovation started in medical school and has pushed him toward making the industry better. Tommy and Matt talk about innovations in healthcare, hallmarks of ...

In this episode, Tommy talks with Navin Goyal, CEO at LOUD Capital. Navin has always been driven to improve society. Prior to LOUD, Navin was a practicing anesthesiologist and then transitioned to co-founding a healthcare company in an effort to make healthcare more accessible. In addition to being an entrepreneur and investor, Navin is vocal about having a more valuable impact on the world through entrepreneurship, education, and investment. Navin talks with Tommy about social impact investin...

In this episode, Tommy talks with Justin Maust, a certified EOS implementer, keynote speaker, leadership trainer, and business coach. For almost a decade now, Justin has been helping business owners achieve their goals through EOS implementation. Before Entrelegacy, Justin had two defining endeavors: he was a financial advisor with a Fortune 500 wealth management firm, and he co-founded a non-profit organization that cultivates leadership values in young people. Tommy and Justin talk about how...

In this episode, Tommy talks with Mark Mullen, Co-Founder and Managing Director of Bonfire Ventures. For more than two decades, Mark has been investing in private businesses. He helps B2B companies progress and build their networks. Building a strong VC-Founder bond is about getting to know the customers. It’s the catalyst for the company’s traction. Before Bonfire Ventures, Mark served as a managing partner for Double M Partners and Mull Capital. Tommy and Mark discuss what makes a good found...

In this episode, Tommy talks with Navid Nathoo, founder of The Knowledge Society, a global human accelerator helping young, ambitious people make impactful changes. In 2016, while trying to figure out his next career move, Navid and his brother Nadeem asked themselves a simple question: what would they do if they had 10 billion dollars? They quickly realized it wasn’t what they’d do, but what problems they’d solve. They were astounded at how many of the world’s major problems filled one sheet o...

Beyond The Ordinary is a new podcast from Mammoth.vc about the companies, founders, and ideas that are shaping the future of health sciences and financial technology. Join us each week as Mammoth CEO Tommy Martin talks with industry leaders and founders who are changing the landscape! Our first episode drops in August 2021. Subscribe now, wherever you listen to podcasts. Links Mammoth Tommy on LinkedIn