In this episode of SuperPerformers, host Rob Herman speaks with Gary Henson, CFA and founding managing partner of 503 Capital Partners, about his journey through financial services, entrepreneurship, and personal tragedy. From his early career in banking to co-founding and leading successful investment firms, Henson shares candid insights on resilience, risk-taking, and finding purpose after a profound loss. His story demonstrates how volatility—both professional and personal—can ultimately lead to a clearer vision and deeper impact.
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Episode 5: Building Cincinnati’s Soccer Legacy with Jeff Berding
In this episode of SuperPerformers, host Rob Herman speaks with Jeff Berding, president and co-CEO of FC Cincinnati, about his journey from civic leadership to co-founding and leading one of Major League Soccer’s most successful expansion teams. From his early days working on Capitol Hill and serving on Cincinnati’s City Council to transforming the city’s sports landscape, Berding shares insights on entrepreneurship, community development, and building a winning organization from the ground up.
ListenFORG, CourMed Alliance Advances Healthcare Solutions for Ultra-High-Net-Worth Clientele
Family Office Resource Group (FORG) has announced a strategic partnership with CourMed, further expanding its platform designed to give wealth management professionals a competitive advantage in serving ultra-high-net-worth (UHNW) clients. The collaboration adds premium healthcare solutions to FORG’s suite of white-labeled services, which includes outsourced CFO services, family governance, and cybersecurity support. This strategic expansion enables RIAs and family offices to deliver sophisticated healthcare offerings to their UHNW clients without the burden of building costly in-house infrastructure.
Continue ReadingServing an Ultra-High-Net-Worth Audience: Insurance Premium Considerations
As Brian Weiner, founder and CEO of the Family Office Resource Group (FORG) explains, “As people have more wealth, they buy more expensive things. And those expensive things require higher insurance premiums, and more coverage.” The relationship between wealth and insurance needs has become increasingly complex, with liability settlements rising 57% over the past decade.
Continue ReadingEpisode 4: Documenting Change with Michele Forman
In this episode of SuperPerformers, host Rob Herman speaks with Michele Forman, an award-winning documentary filmmaker and Director of the Media Studies Program at the University of Alabama at Birmingham (UAB), which she co-founded in 2003. From her early work as director of development at Spike Lee’s 40 Acres and a Mule Filmworks to building Birmingham’s film ecosystem, Forman shares insights from her journey as a storyteller, educator, and community builder.
ListenRecent Market Volatility
Rob Herman and Chief Investment Officer Ken Brodkowitz of Gries Financial Partners delve into recent market volatility following the Federal Reserve’s hawkish stance on interest rate cuts. The Fed signaled only two potential cuts for 2025, down from previous expectations of four, while raising inflation estimates from 2.1% to 2.5%. This news, combined with an already overbought market riding on post-election optimism, contributed to significant market declines, including a 3% drop in the S&P 500.
Continue ReadingEpisode 3: Community Impact: Moira Weir’s Vision for Economic Change
Join host Rob Herman as he sits down with Moira Weir, President and CEO of United Way of Greater Cincinnati, who is redefining how community organizations fight poverty and create lasting change. From her childhood in Scotland to becoming the Cincinnati nonprofit organization’s first female CEO, Weir shares powerful insights about leading through crisis, building economic well-being, and transforming a legacy organization to meet modern challenges across a nine-county region in Ohio, Kentucky, and Indiana.
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