The Pallas Perspective

James Landry and Charles Evangelakos discuss the topic of business owner exit planning in the first episode of this series.

Back in September, the House Ways and Means Committee proposed the Build Back Better Act that would include significant income and estate tax provisions, resulting in a "seismic shift" in the trust and estate planning landscape. While a new slimmed-down version was unveiled at the end of October, there are still parts that could significantly impact income tax, estate, and trust planning strategies.Jay Pabian, Partner at Rubin and Rudman LLP, joins James Landry and Joe Cullen to discuss estate and income tax considerations in light of the Build Back Better agenda.

Coming off of this year’s Olympic games, James Landry and Joe Cullen had the opportunity to interview Dr. Jenny Thompson, the most decorated female Olympic swimmer in history. But Jenny didn’t stop there – following her successful swimming career, she obtained her medical degree and is now an anesthesiologist. In this episode, Jenny discusses the experiences and challenges that have contributed to her success.

James Landry, Charles Evangelakos, and Mark Bogar dive deeper into concentrated stock positions and the various hedging strategies investors may use to manage the associated risk.

What are some risks and concerns of a single-security concentration? Charles Evangelakos and Mark Bogar join host James Landry for a discussion on concentrated stock positions.

Michelle Palomera led Genpact's banking and capital markets practice for digital and customer experience. She was responsible for revenue and sales go-to-market strategy.With over 30 years of experience in customer experience, technology, and consulting in the financial services industry, Michelle has helped to grow and scale two startups that resulted in acquisitions by global public companies.Michelle has also had more than her fair share of adversity. In this episode, she shares her, and her family's, experience with Alzheimer's disease.

James Landry is joined by Mark Bogar, CFA, the Chief Investment Officer of Pallas Capital Advisors, and Rich Mullen, CEO & Founding Partner of Pallas Capital, to discuss the US economy and economic distortions.

James is joined by Joe Donovan, JD LLM from NFP Insurance Services and Pallas Capital's CFO and partner Charlie Evangelakos to discuss the ways insurance can be used as part of an overall financial plan.

Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.

James Landry is joined by Option One Technologies CEO & Co-Founder, Steve Kiley, for a conversation on the importance of cyber security, and what you can be doing to protect yourself in the digital world.