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Update on the Economy

Paul Sloate, CEO Green Drake Advisors, LLC

When: February 9, 2024, 8:30am-10am

Paul Sloate’s career spans over 30 years advising individuals, families, businesses, and institutions on wealth management, investment management, and global economics, serving in senior roles with companies such as Wellington Management and BlackRock Financial Management. Mr. Sloate has appeared on TV on numerous occasions to share his expertise with the public and hosted Money Matters TV for many years. In addition to his time given to sharing his knowledge, Mr. Sloate has served on industry bodies such as the Financial Accounting Policy Committee of the Association for Investment Management & Research

Insights & Resources

May 27, 2026

Value Creation Levers That Survive Diligence 

By Robert L. Reisley  Most founders and boards have a clear sense of what is driving their growth. What they are
April 22, 2026

The Discipline Gap: Why Growth Outpaces Operating Models 

By Thomas Anderson  Across a company’s life cycle, there are repeated moments where the organization will run up against skills
November 25, 2025

The Harmony Behind a Sound Business Plan

By Chuck Kerrigan We all love music, regardless of the genre. When we listen, we pick up melodies, individual instruments
March 9, 2025

SaaS Platforms and the Integration of Embedded AI: Best Practices for Success

By Bill Morgan and Hsing-Hsing Li In today’s rapidly evolving business landscape, selecting the right SaaS platform is a critical
January 15, 2025

The Art of Networking: From Connections to Board Seats

By Bill Jones The old adage is true – who you know can be as important as what you know.
May 16, 2024

Startups Need to Begin with Their Exit

By Chuck Kerrigan While mentioning a business exit within the same context as a startup may seem incongruous, the two

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