Clear Conversations

Clearwater Capital
Clear Conversations

Welcome to "Clear Conversations" presented by Clearwater Capital Partners (CCP) a Multi-Family Office Wealth Management firm. CCP exists to inspire and empower clients to live with confidence, joy, and a spirit of abundance. Clear Conversations is a series of podcasts exploring the many complexities surrounding the principels of stewardship. The “Entrepreneurial Legacies” series, hosted by John Sleeting, CCP Executive Partner and Family Office Services leader, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration. John facilitates the conversation with guests about their unique journeys: from new ventures, leadership challenges, scaling for growth, and liquidity events to incorporating estate strategy considerations, investment decision making, philanthropy and family governance, just to name a few. By exploring the triumphs, setbacks, and pivotal decision-making processes, listeners will uncover the intricacies of successful entrepreneurial families as they consider ‘What’s Next?’. Series’ guests have inspired our CCP Team and have graciously agreed to share their stories for our listeners benefit – we hope you learn and are encouraged on your own journey!

  1. 12月2日

    Clear Conversations: Entrepreneurial Legacies - Valerie Hogan on Wealth, Legacy, and Giving

    In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP ®, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving. Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs. Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values. Disclosure: This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

    1 小時 11 分鐘
  2. 11月1日

    Clear Conversations: Entrepreneurial Legacies - The Power of Purpose with Melissa Whitaker

    Join host John Sleeting as he welcomes Melissa Whitaker, founder and CEO of Melissa Whitaker International and co-author of two books (Beat the Curve and Pushing to the Front), to explore her holistic approach to consulting, centered on leadership, culture, wellness, and sales training. In this episode, Melissa shares her entrepreneurial journey, guided by bold faith, resilience, and a strong determination to build a meaningful legacy. As she reflects on pivotal moments that ignited her drive, Melissa offers listeners a blend of personal insights and practical strategies for integrating core beliefs into an entrepreneurial framework. Together, John and Melissa delve into the power of having a clear purpose behind every goal and the importance of nurturing a positive, inclusive culture—both at work and at home. They also discuss the unique role of women in today’s entrepreneurial world, emphasizing the value of authenticity and connection in leadership. Tune in for a conversation designed for anyone aspiring to create a sustainable legacy in business by merging personal values with professional ambition. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

    1 小時 20 分鐘
  3. 9月1日

    Clear Conversations - Entrepreneurial Legacies: From CFO to CEO with David Saporta

    In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with David Saporta to explore the intersection of entrepreneurship, family business dynamics, and personal faith. David, who climbed the executive ladder at Road Ranger from CFO to CEO, shares his journey of running a significant enterprise while being intricately involved with the owner family. With a finance degree from the University of Illinois and an MBA from Northwestern University, David's deep business insights are matched by a strong personal commitment to creating meaningful impact. The conversation delves into David's experiences navigating the complexities of working for a family-owned business, where he successfully balanced business growth and his own personal values. They discuss the importance of alignment between family and non-family executives, the need for mutual respect, and the process of building trust. David also offers reflections on what true legacy means beyond wealth, emphasizing the importance of making a difference through one's actions and living out one's faith authentically.   Disclosure This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Mr. Saporta is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Saporta in exchange for his participation or comments.  Mr. Saporta has no other material conflict of interest relating to his relationship with Clearwater Capital Partners.

    1 小時 20 分鐘
  4. 7月11日

    Clear Conversations - Entrepreneurial Legacies Special Edition: 4th Annual Charity Supercar Show- Community Impact & Support

    Join John Sleeting for a special edition of the Entrepreneurial Legacies Podcast as we dive into the excitement and community spirit of the Clearwater Capital Foundation’s 4th Annual Charity Super Car Show. This episode shines a light on the power of community impact and support, featuring conversations with passionate entrepreneurs and dedicated community leaders.   Tune in to hear from our event sponsors, who share their purpose and enthusiasm for participating in this remarkable gathering. Discover the stories of local non-profits and learn how the event enriches the communities they serve. Engage with various leaders from the Clearwater Capital Foundation, Clearwater Capital Partners, and valued Hyper Sponsors to the event as they discuss their commitment to community support and the profound joys of generosity.   Celebrate with us the collaboration and dedication that drive the Charity Super Car Show, turning it into an event that fosters unity, gives back to the community, and inspires acts of kindness.   Episode Highlights: 0.00 – John Sleeting, Executive Partner, and Katie Berganske-Frank, Chief Revenue Officer of Clearwater Capital Partners, kick off the show, discussing the importance of community impact and the significance of the Charity Super Car Show. 6.06 – Bob Berk, President of A Giving Heart Foundation, talks about their groundbreaking work in pediatric heart disease and their vision for the future. 18.32 – Kris Salyards, Executive Director of Bridge Youth and Family Services, highlights their organization’s long-standing commitment to youth and family wellness. 31.10 – Darrel Saldanha, MD from Midwest Anesthesia & Pain reflects on his company’s services, his continued support for the event, and his passion for cars. 37.55 – John Chapman, CEO of Clearwater Capital Partners, discusses the journey of the Foundation and what the profound growth of this event means to him and the firm. 42.19 – Kyle Sulkar, Founder & Creative Director of Sulkar Media, shares how his social media marketing firm has evolved, his passion for high-performance cars, and his desire to inspire young people to push their boundaries and achieve their own aspirations. 52.14 – Heather Corins and Samantha Elston from Fellowship Housing explore their mission to empower single mothers to create lasting change and a better future. 1.02.49 – Valerie Hogan, JD, CFP®, Wealth Advisor with Clearwater Capital Partners, talks about her background and passion for charitable giving. 1.11.15 – Cesar Marin, Director of Dealer Development and Services from Perillo, discusses their dedication to community engagement and the importance of corporate responsibility. 1.17.09 – Melissa Dailey-Newman, AWMA®, Wealth Advisor with Clearwater Capital Partners, shares the excitement and energy of the car show and how it uniquely brings value to clients and the community. 1.22.13 – James Chapman, Senior Wealth Advisor with Clearwater Capital Partners and visionary behind the Charity Super Car Show, delves into the origins of the event, its impact on the community over the years, and the record-breaking $80,000 raised in 2024. He also expresses gratitude to the Sponsors and the Chicago car community for making the event a success. 1.31.17 – Chris Biggs, Owner of CMB Consulting & Protection, discusses his company’s high-end private security company and executive bodyguard services, and reflects on the car show’s growth and their role in keeping it safe over the past four years. 1.35.00 – Greg Davis, Partner and Senior Wealth Advisor with Clearwater Capital Partners and Executive Director to Clearwater Capital Foundation concludes the episode with insights into the Foundation and the priority of Clearwater Capital giving back to the community. 1.42.39 John Sleeting, Executive Partner with Clearwater Capital Partners, final comments of appreciation to Sponsors and all valued guests. Disclosure: This podcast is for informati

    1 小時 46 分鐘
  5. 7月1日

    Clear Conversations - Entrepreneurial Legacies: Family Office Services & The Family Wealth Alliance Story

    In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an influential organization that supports firms serving ultra-high-net-worth families. Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He explains the core philosophy of the Family Wealth Alliance, “We Place Families First,” and emphasizes the importance of human connections over financial metrics. Drawing inspiration from Jay Hughes’s book Family Wealth, Tom describes how staying true to core values has guided the Alliance’s mission and growth. The conversation also explores the increasing complexities of serving wealthy families and the growing trend towards collaboration and education within the advisory community. Throughout their dialogue, Tom and John highlight the importance of trust, humility in leadership, and strategic planning for sustainable growth and succession. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners.  Mr. Livergood is not a client of Clearwater Capital Partners.  No compensation was provided to Mr. Livergood in exchange for his participation or comments.  Mr. Livergood is a representative of Family Wealth Alliance (FWA), a Charles Schwab company, where Clearwater Capital Partners is a member (FWA). Clearwater Capital uses Charles Schwab as a custodian for client’s managed accounts. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

    1 小時 12 分鐘
  6. 6月3日

    Clear Conversations - Entrepreneurial Legacies: Crafting Tequila, Building Legacy with Lizzy Lopez

    Join host John Sleeting as he sits down with Lizzy Lopez, Founder and CEO of 1349 Tequila, to explore the concept of legacy and its profound impact on her entrepreneurial journey. Lizzy reflects on her formative years in both Chicago, Illinois and Arandas, Jalisco Mexico, expressing deep pride in her father and grandfather's work ethic and vision to build a better life for future generations. She emphasizes the importance of drawing from the strengths of the previous generations while thinking like a first-generation entrepreneur to forge her own path. Discover what being an entrepreneur means to Lizzy as she discusses the value of personal growth through education and the importance of building social capital to leverage expertise for success.   This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.   Ms. Lopez is a client of Clearwater Capital Partners.  No compensation was provided to Ms. Lopez in exchange for her participation or comments.  Beyond her advisory relationship, Ms. Lopez has no other material conflict of interest relating to her relationship with Clearwater Capital Partners.    Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

    1 小時 4 分鐘

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簡介

Welcome to "Clear Conversations" presented by Clearwater Capital Partners (CCP) a Multi-Family Office Wealth Management firm. CCP exists to inspire and empower clients to live with confidence, joy, and a spirit of abundance. Clear Conversations is a series of podcasts exploring the many complexities surrounding the principels of stewardship. The “Entrepreneurial Legacies” series, hosted by John Sleeting, CCP Executive Partner and Family Office Services leader, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration. John facilitates the conversation with guests about their unique journeys: from new ventures, leadership challenges, scaling for growth, and liquidity events to incorporating estate strategy considerations, investment decision making, philanthropy and family governance, just to name a few. By exploring the triumphs, setbacks, and pivotal decision-making processes, listeners will uncover the intricacies of successful entrepreneurial families as they consider ‘What’s Next?’. Series’ guests have inspired our CCP Team and have graciously agreed to share their stories for our listeners benefit – we hope you learn and are encouraged on your own journey!

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