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Welcome to the Isthmus Forum podcast. The Isthmus Forum offers thoughtful, straightforward investment insights discussed in a roundtable format with various members of the Isthmus Partners team.
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Welcome to The Take on Commercial Real Estate, hosted by Tracy Johnson from the Commercial Association of Realtors WI (CARW). The podcast is supported by the National Association of REALTORS. Tracy is joined by industry professionals who share their knowledge, insights, and expertise on a variety of issues and topics impacting the Wisconsin commercial real estate market and business environment.
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Live: 2023 Economic and Commercial Real Estate Outlook with Moody’s Senior Economist, Thomas P LaSalvia
1:05:42
1:05:42
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1:05:42
On Tuesday, January 31, CARW and REDIComps welcomed Moody’s economist Thomas P LaSalvia, Ph.D. to speak at the annual Economic and Commercial Real Estate Outlook. He focused on macroeconomic issues driving the economy and their impact on various sectors of commercial real estate both nationally and in Wisconsin. A few key takeaways involved labor a…
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Commercial Market Insights: Industrial Is What We Do
39:50
39:50
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39:50
Jeff Hoffman, SIOR, CCIM | Cushman & Wakefield | The Boerke Co. On this episode of The Take, host Tracy Johnson talks with Jeff Hoffman, Partner with Cushman & Wakefield | The Boerke Co. about his book, Industrial Is What we Do: Building Wisconsin’s Future on a Foundation of Industry. The book explores Wisconsin’s opportunity for success in manufac…
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Business Leadership: Case Studies and Financial Wellness
31:32
31:32
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31:32
Host Richie Burke sits down with two of the firms’ founding partners, Chief Investment Officer, David Hackworthy, and Director of Advisory Services, Joe McNeil, CFP®. In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, "When can I retire?". The second case study discusses financi…
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Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives
30:57
30:57
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30:57
In this episode, host Richie Burke sits down with Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst Jeremy Baier, CFA. They cover several of the firm's thought leadership topics: Executive compensation: Tracking levels of executive compensation with economic value creation. B…
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The Take: TIF with Joe Peterangelo, Lori Lutzka, and Chad Navis
55:20
55:20
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55:20
Joe Peterangelo, Senior Researcher | Wisconsin Policy Forum Lori Lutzka, Development Projects Manager | Department of City Development Chad Navis, Senior Vice President | Zilber Tracy Johnson is joined by Joe Peterangelo from the Wisconsin Policy Forum, Lori Lutzka from the Department of City Development, and Chad Navis from Zilber Property Group. …
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The Take: Commercial Market Insights Mid-Year 2022 with Lawrence Yun
33:02
33:02
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33:02
Lawrence Yun, Chief Economist | National Association of REALTORS On this episode of The Take on Commercial Real Estate, Tracy Johnson is joined by Lawrence Yun, Chief Economist at the National Association of REALTORS. Lawrence shares his knowledge on the overall health of the commercial market, the impacts of inflation on commercial real estate, an…
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The Take: Getting The Deal Done: Retail Investment Real Estate In Wisconsin with Adam Newman, Eteri Zaslavsky, and Kevin Schmoldt
1:03:34
1:03:34
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1:03:34
Adam Newman, Executive Vice President | Landmark Credit Union Eteri Zaslavsky, Managing Director | Next Realty Kevin Schmoldt, Managing Director | Newmark On this episode of The Take, host Tracy Johnson brings experts to the table to discuss the investment market, and getting deals done in Wisconsin. The conversation is wide-ranging and focuses on …
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The Take: Why Wisconsin – Site Selection and Economic Development with Jim Paetsch and Wade Goodsell
50:35
50:35
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50:35
Jim Paetsch, Vice President | Milwaukee 7 Wade Goodsell, COO | Wisconsin Manufacturers & Commerce On this episode of The Take, host Tracy Johnson sits down with Jim Paetsch from Milwaukee 7 and Wade Goodsell from the Wisconsin Manufacturers & Commerce (WMC). They discuss Wisconsin’s economic development environment and the issues driving business i…
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Welcome to The Take on Commercial Real Estate. A podcast produced by the Commercial Association of REALTORS Wisconsin. We explore issues and topics that impact the commercial real estate industry. We talk with the experts to gain insights and information that help business leaders and commercial real estate practitioners enhance their client’s succ…
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Financial Planning: A Roadmap for Investment Success
28:58
28:58
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28:58
In this episode, host Richie Burke sits down with Joe McNeil, CFP® and Bruce Fox. Joe is a founding partner and the Director of Advisory Services, and both Joe and Bruce are Portfolio Managers. They discuss how a comprehensive, personalized financial plan can help individuals, at all life stages, achieve their financial goals.…
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Philosophy and Process: A Patient and Objective Investment Discipline
31:00
31:00
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31:00
Host Richie Burke sits down with two of the firm’s founding partners, David Hackworthy and Frank Gambino, CFA. David is the Chief Investment Officer, and Frank is the Chief Equity Strategist; both are also Portfolio Managers. In this episode, Frank and David discuss the firm’s equity philosophy and investment process and how the firm distinguishes …
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Isthmus Forum - A New Podcast Series from Isthmus Partners, LLC
17:04
17:04
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17:04
Host Richie Burke sits down with David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® to discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its clients since 2014. In future episodes, investment-related topics and themes such as process and philosophy, financial planning and thought …
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