Episodios

  • Episode 292: Empowering Self-Directed Investors with Alexander Harmsen, Founder & CEO of Global Predictions; San Francisco, CA, USA
    May 7 2025
    I love discovering founders who are using technology to democratize access to services that have traditionally been out of reach for many people. That's why I was so excited to speak with Alexander Harmsen, the founder and CEO of Global Predictions. Alexander created PortfolioPilot, an AI-powered financial advisor that helps individuals take control of their financial lives without the high fees or intimidation factor of traditional firms. What started as a personal side project has become a platform managing over $30 billion in assets all while helping simplify investing for the everyday person. In our conversation, Alexander shares how he’s building not just a product, but a movement to empower everyday investors with real, personalized advice. Here are highlights of our conversation: - From Side Project to $30 Billion Platform: Alexander built the first version of PortfolioPilot to manage his own finances after selling his previous startup. Today, the platform serves tens of thousands of users and continues to scale rapidly. - Designed for Real People: Rather than expecting users to know what to ask, PortfolioPilot delivers a full written assessment based on inputs like income, age, assets, and risk tolerance. It helps people feel confident and in control of their financial future. - AI Meets Fiduciary Responsibility: PortfolioPilot provides truly personalized, fiduciary-level financial guidance by asking the right questions and giving users clear, actionable monthly advice based on their actual financial picture. - High Output, Lean Team: With a team of just 10 people working remotely around the world, Alexander attributes their efficiency to smart hiring, tight feedback loops, and extensive use of AI tools across development, marketing, and operations. - The Future of Financial Advice: Alexander believes we’re entering an era where everyone will have AI-powered advisors in many areas of life. His goal is for PortfolioPilot to become the go-to financial advisor in your pocket, offering clarity, confidence, and convenience. About the guest: Alexander Harmsen, a tech entrepreneur passionate about AI, finance, and autonomy. He founded PortfolioPilot.com, an AI Financial Advisor with over $30 billion in assets on platform. Previously, he founded and sold Iris Automation, worked on NASA’s Mars Helicopter, and went through Y Combinator. He’s raised over $30M in venture capital and was recognized by Forbes 30 Under 30. Connect with Alexander: Website Global Predictions: https://www.globalpredictions.com/ Website Portfolio Pilot: https://portfoliopilot.com/?utm_source=podcast&utm_medium=organic LinkedIn: https://www.linkedin.com/in/alexanderharmsen/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    35 m
  • Episode 291: Stacking Up Success for Pharma and Rare Disease with Jonathan Ogurchak CEO and Founder of STACK and Co-founder Zeal Specialty Pharmacy; Pittsburg, PA, USA
    Apr 30 2025
    A few years ago we had the pleasure of speaking with Jonathan Ogurchak about the success of his company STACK. Now we have invited him back to see how the business has progressed and learn about his new venture, Zeal Specialty Pharmacy. As a pharmacist, Jonathan observed significant inefficiencies and a need to modernize processes. This set him on a course to develop and deliver better technology that would ultimately improve patient care. Today, he is a recognized serial entrepreneur, a leader in technology, and a man whose latest endeavor is centered on the delivery of medication to individuals with rare diseases. Here are highlights of our conversation: -An Update on STACK: The business has expanded its product offerings including a new product called On Queue, an operations workflow platform to enhance the pharmacy patient journey and capture valuable data. They now have customers in the US, Canada, Mexico, and Dubai. -Healthcare Compliance: STACK software helps organizations manage compliance by providing easy access to regulations for different states and purposes and automating processes for accreditation, compliance, and training for pharmacies. -Zeal's Branding Strategy: Jonathan explained the origin of the company name "Zeal" as a play on the term "zebra" in the medical community, representing rare and orphan diseases. The zebra also represents an effort to connect with patient communities through tasteful and purposeful branding. -Advice for Founders: Finding a mentor and maintaining a network for personal and professional growth is critical for new founders. He shared his experiences as a business owner and entrepreneur, highlighting the need to foster a healthy balance between work and personal life. He shared the significance of family and prioritizing time with loved ones, as businesses and jobs can change but family remains constant. -Building Culture: Jonathan discussed the pharmacy's leadership development initiative, which includes a book club focused on customer service and growth. He mentioned the book "Unreasonable Hospitality" and the Disney Institute program. Jonathan also shared that he encourages team members to explore different industries for innovative ideas. About the guest: Jonathan Ogurchak, PharmD, CSP, CPHIMS, is a specialty pharmacy veteran, having served in numerous roles across pharmacies, associations, and education for the last 15 years. Currently, he is the CEO & Founder of STACK, a software firm with two commercially available platforms: its namesake, STACK, a pharmacy information management platform designed to curate and organize information necessary to run successful pharmacies, professional associations, and higher education institutions; and OnQueue, a workflow platform built to optimize the patient journey for pharmacies and clinics. He is also the CEO and co-founder of Zeal Specialty Pharmacy, an independent rare-disease pharmacy leveraging both the above technologies to create the best experiences possible for patients, prescribers, and pharma partners across the country. Jonathan is an adjunct faculty through Duquesne University and the University of Pittsburgh, precepts pharmacy students virtually at 25 schools of pharmacy nationwide, focused on specialty pharmacy programs and processes, and his specialty pharmacy textbook is in pre-publication. Connect with Jonathan: Website: https://www.managewithstack.com/ Website: https://www.zealsp.com/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Episode 290: Your Passport to Business with Jenny Fielding, Co-founder & Managing Partner of Everywhere Ventures; New York, NY, USA
    Apr 23 2025
    We always say your best business partner can be in the most surprising places. Today, we discuss why holding a global mindset and helping new companies with their first funding boost, regardless of location, makes for a healthier business ecosystem. Jenny Fielding, the co-founder and managing partner of Everywhere Ventures, is a big believer in the game-changing impact of global entrepreneurship. From her own journey as an accidental entrepreneur turned venture capitalist, she stresses the importance of backing founders in the early stages with key resources like mentorship, funding, and connections. With investments spread across the world, Jenny pushes for a global perspective in entrepreneurship, urging entrepreneurs to embrace diverse cultures for resilience and adaptability. Her "everywhere mindset" highlights the potential of dynamic startup scenes globally, motivating entrepreneurs to broaden their horizons and expand their knowledge to thrive in an interconnected world. These are the highlights of our conversation: -Jenny’s global network of 500+ founders and operators helps source early-stage companies from all over the world. These founders act as her eyes and ears on the ground. -Why she invests at the pre-seed stage and focuses more on the people than the ideas. She looks for visionary, resilient founders who are building for a future that doesn’t exist yet. - Her new book, Venture Everywhere, follows the journey through 12 countries where Jenny interviewed founders who overcame major obstacles to build billion-dollar companies. It’s all about having a global, open-minded, resilient mindset. -Jenny became a founder accidentally, starting her first company while still working full-time. Her second company failed, but that experience taught her valuable lessons she now uses to support other founders as a venture capitalist. About the guest: Jenny Fielding is one of the most active global pre-seed investors in the world, having invested in 300+ companies as the first money in. As the Co-founder and Managing Partner of Everywhere Ventures, Jenny has built a thriving community of 500+ founders and operators who help source, diligence, and invest in the next generation of startups across 3 core verticals: money, health, and work. Prior to launching her own fund, Jenny spent 7.5 years as the Managing Director of Techstars where she invested in a portfolio of companies with a current market cap over $10B. Jenny is a 2x founder, a lawyer by training, and an adjunct professor at Columbia University and Cornell Tech. Connect with Jenny: Website: https://www.jennyfielding.com/ Website: https://everywhere.vc/ LinkedIn: https://www.linkedin.com/in/jennyfielding/ Twitter/X: https://x.com/jefielding Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Episode 289: Predicting, Planning, & Protecting Your Family for a Long-Term Care Event with Lily Vittayarukskul, Founder & CEO of Waterlily; San Francisco, CA, USA
    Apr 16 2025
    What if you could look into a crystal ball and see exactly what your family’s long-term care needs will be in the future? In this episode, I had the pleasure of speaking with Lily Vittayarukskul, the brilliant CEO and co-founder of Waterlily, an AI-powered platform that uses over 500 million data points to help families plan for the financial and emotional realities of aging. Lily is a World Economic Forum Top Innovator, a patented inventor, and someone who turned a heartbreaking personal experience into a mission-driven company that is disrupting the way we think about long-term care. As someone with two parents in their 80s, this topic hits close to home for me—and I know it will for many of you too. We talked about everything from how she built Waterlily and earned the trust of major investors to the importance of planning so families aren’t torn apart in times of crisis. These are the highlights of our conversation: - Waterlily Predicts Long-Term Care Needs with AI: Waterlily uses over 500 million data points to help families predict their future long-term care needs based on lookalike families. It’s like looking into a data-driven future mirror. -A Personal Family Crisis Sparked the Mission: Lily was only 16 when a long-term care event involving her aunt devastated her family emotionally and financially. That experience inspired her to shift from a career in aerospace to founding a company focused on preventing that same pain for others. - Bold Pivot from B2C: Originally aimed at consumers, Waterlily pivoted to serve the financial services industry, empowering advisors to have better long-term care conversations with clients. This B2B strategy became the core of their scalable, subscription-based model. - Built for Impact, Not Just Speed: Instead of rushing a product to market, Lily spent two years building a strong technical and data foundation before launching. That decision paid off with major partnerships, including Prudential and several Fortune 100 companies. - Culture of Trust and Smart Scaling: Despite impressive growth, Lily keeps her team intentionally lean, leveraging large language models and automation to scale efficiently. She emphasizes trust and alignment with all at her company as the foundation for sustainable success. About the guest: Lily Vittayarukskul, Waterlily’s CEO and Co-Founder, started college at 14, and by 16, she was venturing into a career in aerospace engineering as an intern at NASA. However, that same year, her life took a dramatic turn when her Aunt, who raised her and was a cornerstone in her first-generation immigrant family, was diagnosed with terminal stage colon cancer. The ensuing financial and emotional devastation, exacerbated by their family's lack of preparedness, tore permanent rifts in her family, and compelled her to pivot her career from aerospace to a lifelong dedication to building solutions in healthcare. Fueled by personal tragedy and a resolve to forge change, Lily graduated from UC Berkeley with a bachelor's degree in Genetics and Data Science and led product and engineering at multiple startups before founding Waterlily. Connect with Lily: Website: https://www.waterlily.com/ LinkedIn: https://www.linkedin.com/in/lily-vittayarukskul/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    31 m
  • Episode 288: Protecting Culture With a Clear Vision with Lisa Guillot; Transformational Leadership Coach and Author of Find Your Clear Vision; Chicago, IL, USA
    Apr 9 2025
    In this episode, I am happy to introduce you to a great mind from my circle here in Chicago. Lisa Guillot, a best-selling author and expert in personal branding, offers a transformative perspective on the significance of a clear vision framework for achieving success. With a rich background in design and branding, Lisa specializes in helping leaders craft vibrant and purposeful personal and professional brands. Her approach is encapsulated in her book, "Find Your Clear Vision," and the CLEAR methodology, which stands for Clear Concept, Legit and Long Lasting, Expanded Energy, Aspirational Success, and Rooted in Celebration. By promoting self-awareness, authenticity, and intuition, Guillot's framework empowers individuals to align their values and goals, fostering sustainable engagement and passion in their personal and professional endeavors. Lisa unleashes her high energy and insights in this conversation, touching on: - Energizing Teams: A leader must invest in a team member's vision and development to build trust. - Workplace Culture: Senior leaders need to understand that they are in charge of the 'cultural protection' of the workplace. Maintaining a fast-paced work schedule is challenging and unsustainable. A leader must have self-awareness and both give and receive feedback. - Clear Vision Framework for Leadership: Crafting a clear concept for the vision ensures it is legit and long-lasting. The framework aims to help individuals identify their blind spots, develop self-awareness, and share their vision with their teams. - Vision, Energy, and Aspirational Success: One must embrace a vision that excites and motivates them as it will be their guiding force over time. Leaders also need to build an "aspirational success" approach to their careers where they create new ideas and realities for the future and then build milestones to achieve them. - Intuition, Self-Trust, and Celebration: Lisa discusses the importance of trusting oneself and making clear decisions. She suggests a simple coin-flip technique to help strengthen intuition and trust in decision-making. It is also important to have fun in work and life, and celebrate small wins regularly rather than waiting for big rewards at the end of long-term goals. - Managing "Brilliant Jerks" in Teams: In terms of a healthy culture, Lisa emphasized the need to recognize and manage "brilliant jerks" or "brilliant assholes". Also discussed was how senior leaders can protect themselves from being perceived as such by seeking honest feedback from an external coach. Connect with Lisa: Website: bebrightlisa.com Instagram: instagram.com/bebrightlisa LinkedIn: linkedin.com/in/lisagguillot/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Episode 287: Driving Transformational Change for the Real Estate Investor with Derrick Barker, Co-Founder and CEO of Nectar; Atlanta, GA, USA
    Apr 2 2025
    From buying property while in his Harvard dorm to starting a business with his wife, Derrick has made it his life's mission to improve the process for and access to real estate investing. Derrick Barker, the co-founder and CEO of Nectar, is at the forefront of transforming the real estate finance landscape through innovative technology solutions. Based in Atlanta, his company provides liquidity to commercial real estate owners with low-leverage, cash-flowing assets, enabling them to grow their portfolios and contribute to community development. Derrick envisions a future where rapid property closings become the norm, empowering medium-sized real estate sponsors to create strong, balanced communities by enhancing their access to capital. Here are the highlights of our conversation: - Nectar stands out in the finance and real estate technology industry by providing liquidity to owners of commercial real estate, specifically focusing on low-leverage, cash-flowing assets to support strong real estate operators. - Derrick envisions a future where commercial real estate deals can be closed in a week or less, with the ultimate goal of achieving one-day closings through technological advancements. Their vision is to be a tech-first company and in that, drive more efficiency than anyone else in the market. - By empowering medium-sized real estate sponsors, Nectar aims to equip them with the necessary tools and resources to build thriving communities and meet the demands of the housing market, ultimately tipping the balance of power in their favor for a more robust and sustainable housing market. - The company's commitment to sustainable business practices sets it apart in the market, offering high return, consistent cash-flowing investment products that mitigate risks associated with construction, lease-up, or refinance. - With a vision to leverage technology and capital for the greater good, Nectar aims to empower developers and small to medium-sized companies to address the pressing issue of affordable housing. - The success of Nectar is attributed to its well-structured team functionality, with key roles such as underwriting, product development, origination, and servicing playing crucial parts in the company's operations. While there is a core team based in Atlanta, Nectar also utilizes a distributed team for specific roles that do not require in-person presence. This structured approach enables Nectar to efficiently deliver its unique fast and flexible capital solutions to its customers and investors. - As a leader and business owner, Derrick believes there is no better learning than experience, so take action and get it done. About the guest: Derrick Barker is the co-founder and CEO of Nectar. He started buying real estate from his dorm room at Harvard. After Harvard, he spent 3 years trading complex securities at Goldman Sachs while simultaneously building a 500+ unit real estate portfolio in his hometown of Atlanta. He left Goldman Sachs to focus on real estate full-time, eventually growing his portfolio to more than 4,700 units and $400 million in asset value. Connect with Derrick: Website: https://www.usenectar.com LinkedIn: https://www.linkedin.com/in/derrick-barker-3b1590a/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Episode 286: The Value of LATAM Human Capital with Brian Samson Founder and CEO, Nearshore (LATAM); Oahu, HI, USA
    Mar 26 2025
    As the complexity and demands of technology continue to rise in our business lives, CEOs need to explore all available avenues of how to identify and attract top talent. This is where nearshoring comes in. Nearshoring is a valuable vehicle to augment existing teams, support rapid scaling, or bring new knowledge into an organization quickly. To learn more about nearshoring we turned to Brian Samson, an entrepreneur who has lived and established multiple companies in Latin America. Because of this he holds unparalleled insight into leveraging untapped talent pools of highly educated individuals in Central and South America. Brian holds a passion for helping businesses thrive by introducing great talent to great companies but along the way we also learned he is a caring human who will always be found rooting for the Chicago Cubs. Here are highlights of our conversation: - Nearshore Defined: Moving jobs or tasks within the same time zone, as opposed to offshoring which involves moving across an ocean. The benefit of nearshoring is finding highly skilled talent regardless of the location that speaks English and works the same business day as the US. - Challenging Latin America Misconceptions: The discussion focused on myth busting some perceptions of Latin America, particularly Mexico, based on media portrayals and personal experiences. - Fostering Children: Brian shared his personal experience of becoming a foster family after hearing about the challenges faced by children in the foster care system. He punctuated the need for more good homes for the 440,000 children in the foster care system in the US, adding that less than 3% ever make it to college. Brian Samson is a seasoned entrepreneur with a nine-year track record as the founder and CEO in the Nearshore (LATAM) industry. Having lived in Argentina and established multiple companies throughout Latin America that serve the U.S. market, Brian has an unparalleled insight into leveraging untapped talent pools. His journey includes raising $2 million as a founder, scaling his company to 80 team members, and achieving three successful exits. He has held significant roles such as Department Head at Lending Club during its pre-IPO phase, which IPO'd with a $10 billion valuation, and was part of the executive team at Sosh before its acquisition by Postmates and eventually Uber. Brian holds an MBA from UCLA Anderson and leads as a General Partner at Hang10X Capital, making numerous investments in promising ventures. Away from his professional endeavors, Brian's personal life is equally fulfilling. He and his wife are licensed foster parents and have adopted a baby girl from foster care, now raising two toddlers along with a Boston Terrier puppy in their Oahu home. A Chicago native and a staunch Cubs fan, Brian enjoys the island life, which includes the beautiful weather and vibrant community. With a passion that wakes him every day since 2015, Brian is committed to connecting exceptional talent across the Americas with hyper-growth companies in the U.S. Connect with Brian: Website: www.plugg.tech LinkedIn: https://www.linkedin.com/in/briansamson/ Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ X: @DisruptiveCEO #CEO #brand #startup #startupstory #founder #business #businesspodcast #podcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 m
  • Episode 285 The Change Ready Leader with Sandra Horton, Founder of Activate. Success. Edge.; Vancouver, BC, CA
    Mar 19 2025
    Sandra J. Horton is a well-known author and speaker who offers valuable insights and practical strategies for today's organizational challenges. As a systemic leadership sustainability strategist, she penned "Activate Success: Tips, Tools and Insights to be a Leaders in Your Niche," a book packed with 27 activators to help leaders excel in diverse situations. Sandra's take on sustainable leadership highlights the importance of aligning values and being ready to address and adapt to rapid change. By promoting mindful, empathetic, and proactive leadership, she urges leaders to build resilience, support their teams effectively, and navigate change with clarity and ethical integrity. Here are the highlights of our conversation: - Leadership Requires Conscious Change Management: Sandra emphasizes that many leaders stand in a reactionary mode, making decisions under stress rather than responding thoughtfully. She advocates for leaders to raise their consciousness, pause, and assess their approach to change before reacting. - Change Readiness: In our current environment, leaders must be prepared to navigate barriers and the moving complexities of business. - Effective Communication in Change Management: One of the biggest reasons change initiatives fail is the lack of clear communication. Leaders must explain the ‘what and how’ of change and the ‘why’, ensuring alignment with team values and fostering trust. -The Importance of Self-Awareness and Adaptability: Sandra highlights the need for leaders to understand their change tendencies. Some naturally embrace change, while others prefer stability. Leaders should be mindful of their emotional triggers and practice "pattern interruption" to control their responses. -Creating Psychological Safety and Collaboration: Leaders should encourage curiosity, open dialogue, and co-creation in decision-making, ensuring alignment across different personality types and work styles. - The Power of Sustainable Leadership: True leadership sustainability is about maintaining personal energy and resilience. Leaders must manage their emotional states, practice self-care, and create environments where teams can thrive without burnout. About the guest: Sandra J. Horton is a Systemic Leadership Sustainability Strategist, Executive Coach, and Speaker, dedicated to helping CEOs, executives, and senior leaders create sustainable, high-impact leadership models that prevent burnout, build resilient teams, and drive long-term organizational success. As the Founder of Activate Success Edge and creator of the Activate Success Roadmap, Sandra provides executive coaching, consulting, and leadership workshops that empower leaders to navigate disruption, foster adaptability, and implement systemic change. With an MA in Leadership, certifications in Change Management (PROSCI) & Emotional Intelligence (EQ-i 2.0/360), and years of experience guiding executives through transformation, she equips leaders with the tools to lead with clarity, confidence, and long-term impact. Connect with Sandra: Website: www.activatesuccess.com LinkedIn: https://www.linkedin.com/in/sandra-j-horton/ Linktree: https://linktr.ee/sandrajhorton Connect with Allison: Feedspot has named Disruptive CEO Nation as one of the Top 25 CEO Podcasts on the web, and it is ranked the number 6 CEO podcast to listen to in 2025! https://podcasts.feedspot.com/ceo_podcasts/ LinkedIn: https://www.linkedin.com/in/allisonsummerschicago/ Website: https://www.disruptiveceonation.com/ #CEO #leadership #startup #founder #business #businesspodcast Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 m
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