The Artisan Podcast

Northland Wealth Management

Welcome to Northland Wealth's The Artisan Podcast - a behind the scenes look where we share insights and views from some of the world's top investors. The objective is to provide a deeper understanding of the complex challenges investors face today and the risks and opportunities we see for tomorrow.

  1. Teaching Financial Responsibility to the Next Generation

    08/18/2023

    Teaching Financial Responsibility to the Next Generation

    Explore the topic of How Financial Responsibility is Critical to the Success of Children, featuring Robin Taub and award winning author and accounting professional.   Key issues to be discussed on this podcast: • Strategies for discussing finance with children • Developing open and honest lines of communication • Resources available for parents to develop financial literacy • Reinforcing strong values in a cashless society   Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and award-winning author. Her latest book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money.   Robin has held professional positions in both audit and taxation at two of Canada's largest accounting firms, and spent five years in the complex world of Derivatives Marketing at Citibank Canada. She is also passionate about improving opportunities for women CPAs to advance into positions of leadership. From 2008 until 2017, she was a member, and then Chair, of the Chartered Professional Accountants of Canada's Women's Leadership Council.   Robin graduated with a Bachelor of Commerce degree (with High Distinction) from the Rotman School of Management at the University of Toronto. She earned her Chartered Accountant designation and went on to complete the Canadian Institute of Chartered Accountants' (CICA) In-Depth Tax Course. Robin values lifelong learning and participated in the Canadian Board Diversity Council's Director Education Program. Make sure to check Northland Wealth's YouTube Channel for more episodes.

    44 min
  2. Developing the Next Generation – Preserving Family Wealth Through Education

    03/01/2023

    Developing the Next Generation – Preserving Family Wealth Through Education

    Explore the topic of "Developing the Next Generation" – Featuring internationally renowned speaker, author, and consultant Kirby Rosplock as she shares her unique perspective with Arthur Salzer, Northland's CEO. Major issues to be discussed on this webcast include: The complexities of family enterprise  Generational wealth preservation  Cultivating and developing human capitol  Forming Tamarind Learning, a unique resource for families Kirby Rosplock, PhD is the founder of Tamarind Partners, Inc., a leading family office consultancy named Best Family Office Management Consultancy (2019) and Best Family Wealth Counseling by the Family Wealth Report (2019, 2022). She is also Chief Learning Officer and founder of Tamarind Learning, an online learning platform for families, beneficiaries and their advisors named Best Specialty Service Provider (2022) by the Family Wealth Report. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices. Born into a complex enterprising family, Kirby understands first-hand being a beneficial owner, inheritor, fiduciary, board member, and an operator. Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, which have culminated in many articles, research studies, and books including The Complete Family Office Handbook (2014, 2021) and The Complete Direct Investing Handbook (2016). Make sure to check Northland's Youtube Channel for more

    41 min
  3. Global Networking and Trust Building

    06/01/2022

    Global Networking and Trust Building

    Trust is essential in finance. Built over years, sometimes decades, it can be lost in an instant. Maintaining trust requires diligence, networking and innovation. Most importantly is communication and consistency. Don't miss this exciting episode of Artisan Podcast – Paul Horvath, CEO of Orchard Global Asset Management sits down with Arthur Salzer to provide his brilliant insight and opinions on the current geo-political landscape, networking on a global scale, and the shifting world of finance. Key issues to be discussed on this podcast include: Paul's journey in the finance and founding Orchard Global one of the world's leading credit managers. Taking advantage of opportunities during and after times of financial crisis "Be the nexus where Washington meets Wall Street" The crisis in Ukraine, the effects across Europe, and the world Mr. Horvath is Chief Executive Officer for Orchard Global Capital Group. Prior to co-founding the firm, Mr. Horvath was Global Head of Synthetic Credit Origination, Structuring and Distribution at Merrill Lynch from 2005 to 2008. From 1999 to 2005, Mr. Horvath was Global Co-Head of Structured Credit Distribution at JPMorgan, where he helped to grow the nascent credit derivatives market. Mr. Horvath began his career at the Federal Reserve Bank of New York, where he monitored the Mortgage-Backed Securities sector, as well as the bank and thrift industry. He received his BS in economics, international relations, and theology from Georgetown University and earned his MBA from Harvard Business School.   Mr. Horvath is a Trustee of the National Cathedral School as well as serving on their Finance Committee and Chairing their Investment Committee. In addition, he is a Trustee of the Washington National Cathedral where he serves on both the Finance and Investment Committees. He is on the Board of Regents of Georgetown University and is an active member of the Johns Hopkins Physics and Astronomy Advisory Council. Mr. Horvath is also the Chairman of the Board of the Hungarian American Institute. Make sure to check The Northland's YouTube Channel for more episodes.

    53 min
  4. How To Successfully Sell Your Business In a Changing World

    04/07/2022

    How To Successfully Sell Your Business In a Changing World

    Selling a business is more than just an event, it is a process. It requires not just the preparation of assets and contracts, but also the employees and the entrepreneurs themselves. Every industry is different and every sale is unique. Andrew Abdalla CPA sits down with Joseph Abramson and provides an inside look and trusted perspective on preparing a business for sale. Key issues to be discussed on this podcast include: How shifts in global distribution and supply chain have effected demand; The steps to prepare the business for sale and can it run without the owner; How to ensure a smooth transition of ownership (i.e. taxes & local laws); The importance of building a team of trusted advisors. Andrew Abdalla, CPA, CA provides his clients with a variety of management advisory services including strategic planning, financing, as well as tax and succession planning. With over 20 years experience helping clients maximize their potential future growth potential, Andrew offers specialized focus on sales and income tax, acquisitions and divestitures, business valuations, corporate reorganizations, financing and government assistance programs, and technology solutions. Andrew holds a Bachelor of Commerce and a graduate diploma in public accounting from Concordia University in Montreal. He has also completed the comprehensive Canadian Institute of Charted Accountant (CICA) In-depth Tax Course. Make sure to check The Northland's YouTube Channel for more episodes.

    38 min

About

Welcome to Northland Wealth's The Artisan Podcast - a behind the scenes look where we share insights and views from some of the world's top investors. The objective is to provide a deeper understanding of the complex challenges investors face today and the risks and opportunities we see for tomorrow.