WALL STREET'S BULLS AND BEARS.
MAIN STREET'S HOPES AND FEARS.
Connecting the dots!

Thought Leadership with Impact!


‘Wall Street’s Bulls and Bears. Main Street’s Hopes and Fears – Connecting the dots’ is a podcast that explores the world of finance from an insider perspective as we host discussions with top financial and industry professionals in the fields of private equity, hedge funds, investment banking, asset management, venture capital, trading and many more and we also include episodes from an outsider perspective from community leaders.

We hope to include debates and roundtables in later episodes. The themes range from investment related topics, financial markets – bulls and bears views, and news, industry outlooks to how community leaders and others see impact of the markets on Main Street.

What's Next?
The History of the Healthcare Act
Energy Transition
Private Equity markets

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Uri Mermelstein was active in commercial acquisitions between 2001 through present acquiring commercial and multifamily properties with various partnerships groups.

Episode 4: Combatting Fake news with Daniel Cotter – Howard and Howard

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Episode 4: Combatting Fake news with Daniel Cotter - Howard and Howard
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We are joined by Daniel Cotter. Dan is an experienced attorney who has served in a variety of legal roles in his career, including as general counsel of a large life insurance company, as well as extensive experience in private practice. Dan’s mix of clients includes insurance companies and other financial institutions, IT and consulting companies, and nonprofits. He has been working on privacy and cybersecurity issues since 1996, including development of terms and conditions and disclaimers on Fortune 500 websites in the late 1990s. He has been the chief privacy officer of several companies and law firms, and has extensive experience as in-house counsel. Dan is experienced in dealing with complex insurance regulatory issues and transactions, and substantial reorganizations of holding company systems. Throughout his career, he has negotiated thousands of contracts from simple to complex, including outsourcing. He also has substantial experience with internal investigations and employment-related issues. He is also an author of ‘The Chief Justices: The Seventeen Men at the Center Seat, Their Courts, and Their Times’ and writes a weekly column for Chicago Daily Law Bulletin, focusing on the SCOTUS, rule of law, and future of the republic, including fake news. […..]

Episode 5: Craig Dickens, CEO of JD Merit – Buying and Selling businesses, Deal killers and more

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Episode 5: Craig Dickens, CEO of JD Merit - Buying and Selling businesses, Deal killers and more
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Craig Dickens is a Partner with CDI Global North America in the Seattle-Tacoma office. Craig is a true serial entrepreneur, CEO, Certified M&A advisor, Investment Banker, and Angel Investor. Craig has started or acquired 14 businesses across diverse sectors as well as executed 22 add-on acquisitions within those companies creating over $600mm in enterprise value. Craig graduated from the University of New Hampshire and went on to attend Babson College’s top-ranked Entrepreneurial MBA Program. Craig holds series 24, 82 and 63 securities licenses and specializes in Sell-Side M&A, Institutional, private debt and equity placements. As an M&A advisor and investment banker Craig has unlocked the code to finding greater value for many companies and their owners through the Grow Fast & Exit Profitably! methodology as well as pioneering the M&A 2.0 process. Having participated in virtually every kind of business dynamic from start-up to IPO, merger to acquisition, he now serves as CEO and Founder of JD Merit, a boutique M&A, Investment Banking & Advisory firm and Broker-Dealer with offices Nationwide and Western USA CDI Global Office. Craig serves as Management Committee member of CDI Global.[…..]

Episode 6: War and Peace – with John L. Graham author of Charlotte’s War and more

John Graham
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Episode 6: War and Peace - with John L. Graham author of Charlotte's War and more
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John Graham is the author of Charlotte’s War (May 2023), a sweeping and ambitious historical novel set amidst the geo-politics of Vietnam era international tension. Graham served as an officer in the U.S. Navy UDT/SEAL Teams for nine years (four on active duty). He was a founding director and an advisory board member of the University of California, Irvine (UCI) Center for Citizen Peacebuilding during the last two decades. A Berkeley PhD, Graham is an author and Professor Emeritus of International Business at UCI. For four decades he has provided expert advice and training on international negotiations to executive groups at Fortune 500 companies here and abroad, and government organizations including the U.S. Institute of Peace. Graham has published more than sixty articles in journals such as the Harvard Business Review, Harvard Law School’s Negotiation Journal, the Journal of Marketing, and Management Science. His several books with partners have all been bestsellers on their respective topics; International Marketing, the most popular book in the world on the topic, has been translated into seven languages. About Charlotte’s War This epic novel follows one extraordinary American woman as she grieves and triumphs through the horrific realities of three wars that threaten the men she loves. Charlotte Shipwright is in the fight of her life to save her firstborn son from facing a truth she knows all too well—the dreadful impact of war. As Charlotte weaves through major world events, her remarkable will and intelligence position her to offer key insights to leaders negotiating peace in Vietnam. The formidable connections Charlotte forges over the years—including visionaries such as JFK, two U.S. Secretaries of State, and even Ho Chi Minh—culminate in a surprising and captivating convergence of personalities, power, and politics. […..]

Episode 7: Lane Kawaoka – Family offices, real estate, what does a family office do!

lane kawaoka
Season 1
Season 1
Episode 7: Lane Kawaoka - Family offices, real estate, what does a family office do!
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LANE KAWAOKA owns 4,000+ units and where he is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background, Lane has real world experience in working as a project manager for over $230 million dollars of capital construction projects in both the public and private sector. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his top rated podcast at SimplePassiveCashflow.com. Everything that your parents told you about building wealth was wrong… Don’t buy your home to live in, don’t do retirement accounts, and build real assets like rental real estate! Being an Entrepreneur – Raising funds through his syndication business through building relationships via my podcast and internet marketing. The Hui Deal Pipeline Club has acquired more than $300 million dollars of real estate and raised $40 million dollars.[…..]

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