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Straight Talk Series... Prepare for coming ups and downs

Straight Talk about the Ups and Downs of the Coming Market
1378_ 4/24/13 - At the 'Straight Talk' Luncheon Series, program last week, Chris Pelley, CEO & Managing Director of Capital Investment Management (CIMCO) introduced an old friend and today's keynote speaker, Mike Robertson, 'an experienced investment advisor'. Chris says, "Mike wants to share his wisdom and advice gathered over the years - he enjoys complex problem solving and helping people see there are better ways of doing things." Mike's radio show has been very successful in Texas for the past few years - they're now opening up in Denver, broadcasting weekdays from 7:00am to 8:00am on Denver radio, AM-1060 on your dial. Larry was really interested and surprised at some of the things Mike talked about that maybe coming up in this year and in the next few years... Robertson said, "Well, I'm really happy, like everyone, that we've done so well these last couple of years. You roll back the clock and talk to somebody about this time in 2009 - the market was just beginning to turn around. We'd gone through a devastating loss, the market was off by 57% and people were really depressed. Okay, it's recovered now. One of the things that's great about Americans is we wake up in the morning ready to conquer the world, but we also tend to forget history a little bit. So my concern now is that people are not preparing for the next time it's going to happen. I can't say when it's going to happen, the pull back in the market - There will be a pull back. How deep will it be? Who knows. Obviously we've done very well, we've come back a very long way. We have some systemic problems in the U.S. - We have way too much debt. We've got interest rates at zero, you have people that are investing in investments like stocks that have never been there before. There are people that literally used to invest in CDs that could get 7 - 8 - 10% on their CDs... they're actually going to invest in stocks now because that's the only place they can get in." The bond market? Your interest rates are practically zero - they peaked on September 30th of 1981 - interest rates have been dropping since that time. They've pretty well hit the floor now and there is really only one way to go now. They can stay where they are now, at zero. Or, they're going to go down in price as interest rates rise - at some point interest rates will rise... that's just the way it is, everything goes in cycles. The important thing to remember is to prepare for those cycles in advance. Mike's favorite quote, by John F. Kennedy, 'The best time to prepare the roof is when the sun is shining.' ...listen for more valuable information...
Chris Pelly, Capital Investment Management, Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer (Member FINRA/SiPC) Advisory services offered through First Allied Advisory Services Inc., A Registered Investment Advisor. Mike Robertson, Robertson Wealth Management, Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer (Member FINRA/SiPC) Advisory services offered through First Allied Advisory Services Inc., A Registered Investment Advisor
RELATED LINKS: CIMCO || Community Reach || Social Entrepreneurs || Straight Talk Event Photos || KEYWORDS: Mike Robertson, Wealth Creation, Chris Pelley, Capital Investment Management, CIMCO, Straight Talk, Jeffrey Hartmann, CDs, Bonds, Interest Rates, John F. Kennedy, Ben Bernanke, Federal Debt, bytes=5868119
LISTEN TO: Mike Robertson, Robertson Wealth

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From Scholarship Funds to 2nd Stage Growth...

Penny Lewandowski Second Stage Development and Growth
1373_ 4/10/13 - We're here with keynote speaker, at the ACG Denver's April Luncheon, Penny Lewandowski director of entrepreneurship development for the Edward Lowe Foundation. Lewandowski works with entrepreneur support organizations (ESOs) as they develop creative ways to grow their communities by serving second-stage businesses. She is a frequent speaker on the topics of building an entrepreneurial culture, as well as the importance of working with growth companies. She also directs the foundation’s Entrepreneurship Team and manages the technology services for the organization. It's been six months since Lewandowski was in Denver, Larry asked for an update on what's happening with Colorado Companies to Watch. Penny said, "Tomorrow evening we will be at the Governor's Residence with all of the finalists - and I think we have 184 finalists. We had a record number of nominations this year. Colorado is always out front when it comes to nominations. Then on Thursday we're going to be judging those companies, and they go through a pretty intensive process with that. We'll probably make an announcement in the next several weeks after we do the judging."

ACG Denver’s David Sloan Scholarship Program. Set your goal to become an ACG Scholar! Each year the Denver Chapter of the Association for Corporate Growth (ACG) awards one scholarship to a promising 1st or 2ndyear student at each of five area graduate business programs, in the amount of $2,500 annually. The scholarship is renewable for a second year based on both the academic performance and the career ambition of the student. To be eligible for the award, the recipient must be currently enrolled in one of five programs with a cumulative grade point average of 3.0 or better...Listen for much more...
RELATED LINKS: ACG Denver || M&A Channel || ACG Denver's David Sloan Scholarship Program || Colorado Companies to Watch || ACG Photo || KEYWORDS: Penny Lewandowski, Entrepreneurship, Second Stage Companies, Edward Lowe Foundation, Colorado Companies to Watch, ACG Denver, David Sloan Scholarship, University of Denver, bytes=2751741
LISTEN TO: Penny Lewandowski, Director of Entrepreneurship, Edward Lowe Foundation

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Strategic Equity firm, focused on education & healthcare...

Kevin Custer, 15-20 million people who need product and services

1371_ 4/5/13 - Kevin Custer serves as the president of the board for the Autism Society of Colorado, he also works on the national board of directors. and Kevin is the founding partner of Arc Capital Development, a strategic equity firm that focuses on education and healthcare. Strategic equity is different than private equity or venture capital in that we invest from $150,000 up to $1 million at a strategic time in a company, when it's time for them to get to the next inflection point. Different from venture capital - it's later stage than that, earlier than private equity. Larry asked, "Why education and why healthcare?" Kevin replied, "We see a convergence of those two. We look at the healthcare space and we specialize a lot in the development of the schools. We see that as an emerging market. When you look at a healthcare market, you look at the different service providers, be it hospitals, clinics, professionals prescribing or non-prescribing, even the consumers now are starting to look at that. One of the largest providers of healthcare services in the U.S., specifically for children is the U.S. School System, because every child starting at the age of three is eligible for services through the school system. What we've seen happen is that market really starting to emerge. Larry asked Kevin what he meant when he said 'emerging market'. Kevin said, "There has always been a need for products and services in the development of the school area. What we have seen happen, specifically with Autism, is fifteen years ago there were a couple hundred thousand people with Autism in the United States - now there's close to two million. Just our school system alone has had a 10X increase and they need services, they need products, they need adapting equipment, things like that. On top of that the CDC believes one in six people need some type of adaptive or assistive help in their daily life. That is people with developmental disabilities, they've had a stroke, traumatic brain injury, whatever it is, we see that as the emerging market. That's 15-20 million people, just in the U.S. who need product and services. Products and services have been around for a long time, but they've been very expensive and complicated to use." ...there's more...
RELATED LINKS: Arc Capital Development || Autism Society of Colorado || Autism Society National || Walk Page || ASC Programs || Donate || KEYWORDS: Kevin Custer, Arc Capital Development, Autism Society of Colorado, ASC Programs, Strategic Equity, Emerging Market, Social Express, Capital, bytes=5287082
LISTEN TO: Kevin Custer, Founding Partner, Arc Capital Development

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Start with a purpose to exist....

John Mackey, Culture, Strategy and Conscious Capitalism
1368_ 3/26/13 - Larry and Patricia Nelson are here at the ACG Denver's 11th Annual, Rocky Mountain Corporate Growth Conference 2013 speaking with John Mackey, CEO and Cofounder of WholeFoods and co-author of Conscious Capitalism. At this year's conference we heard a lot of speakers talking about strategy - we asked John Mackey to give us his take on strategy. He responded, "My theory is that you have to first find your purpose for the business, why you exist. After that you have to ask, How do I create value for our customers? Ultimately it is value creation for the customers that leads the business to flourish. Then we ask the strategy questions. What strategy do we implement that allows us to follow purpose and allow us to create value for our customers and other stakeholders? ...READ MORE
RELATED LINKS: Conscious Capitalism || ACG Denver || RM Corporate Growth Conference || M&A Channel || Amazon || KEYWORDS: ACG Denver, Rocky Mtn Corporate Growth Conference, John Mackey, WholeFoods Market, Association for Corporate Growth, Keynote speaker, John Mackey, Conscious Capitalism, M&A, Entrepreneurs, RMCGC, BYTES=10372809
LISTEN TO: John Mackey CoFounder/CEO, WholeFoods Markets and
Author, Conscious Capitalism

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Nurture & Encourage Talent

Speaking of Kendall Colman & Molly Hughes
1347_ 2/15/13 - We are here with Molly Hughes and Kendall Colman, discussing one of Larry's favorite subjects, entrepreneurism and the current challenges and opportunities. Colman & Company was founded and started 13 years ago by Kendall. She said, "It was really a result of a passion of hers at a very early age, based on the idea that people really do have potential that lies in them like a seed. With the right skills and talent and encouragement really can be developed." That was her personal experience as a competitive athlete; she found the coaches in her life made the biggest difference of all. Of course we all recognize Molly Hughes from Channel 4 News. After leaving CBS about a year ago, Molly joined forces with Kendall and is handling the speech and media preparedness aspect of Kendall's executive coaching firm. Molly says the Kendall found she was working with a lot of executives who then were doing great on the leadership front but there was still some work that needed to be done on public speaking. That is how their work fits together, Molly works with their clients on speech development and really anything related to communication, whether it is through the lens of a camera, one-on-one or to a large group of people. Larry asked what are the biggest challenges for companies today. Kendall believes most of us have some terrific ideas. "It doesn't take much to notice in our society, areas that can be improved. Gaining support and getting those first few people... It's always those first few people, for an entrepreneur, that make the biggest difference, who jump on board with the idea and say, I see it too. The challenge is putting an organizational structure in place so that the idea can be successful, before the home equity loan runs out." Then Larry sought out the great opportunities. Molly said, "What we're finding in the work we do is the Internet is huge, no matter what your business is. One of the best ways businesses can engage with their clients or consumers is through the use of video. It is one of the ways that all of our sensors are all at play. More and more people are turning to video as a way to really get their product or service out there. There is just explosive growth in this field right now."
RELATED LINKS: Colman & Company || Colman & Company Events || Economy Builders || Podcast Directory || KEYWORDS: Kendall Colman, Molly Hughes, Colman & Company, Speaking, Coaching, Organizational Psychology, Behavioral Sciences, Culture, Channel 4 News, CBS > bytes=7774357
LISTEN TO: Kendall Colman & Molly Hughes, Colman & Company

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From Goldman Sachs to Social Entrepreneur

Heroes talking about the actions of other heroes
1336_ 1/17/13 -  Chris Pelley has been on the board of ACG Denver for the past eight years and they've been kind enough to help Chris and CIMCO Private Wealth, sponsor the whole notion around Social Enterprise, this year was our sixth annual event. Bud Ahearn helped with that two day event featuring Connie Duckworth, CEO of ARZU Carpets, held Monday, at CU, CSU, and DU Women's College Tuesday morning and then the ACG 6th Annual lunch. General Joseph A 'Bud' Ahearn has worked with Chris for six years to help promote the notion around social enterprise. Bud said, "To start let me tell you about the sponsor of the program, Chris Pelley. Actually his mission in life is to transform private wealth into community wealth, to global wealth. We see that at work in his day-to-day actions and constant sponsorship of social entrepreneurship. One must have the prerequisites in place with wealth that then this notion of making it multiply is the humanity that brings us together. Connie Duckworth, the former managing partner of Goldman Sachs was here. She's taken on a powerful leadership role for women in the U.S. to deploy to the developing world, which makes up 99% of our globe, to get out and show women of the world how to create real value for their families, communities and their country. Connie is an authentic leader who grew up in a very tough, male dominated financial world. Connie is slight in stature but extremely strong in character." Bud tells us that Connie is committed to a sense of service to her family, her community and to women. This isn't a dream but an experiential hands-on the creation and fulfillment of hope for women. Today she's got 700 women in Afghanistan out of huddled masses and out weaving today and leveraging a remarkable brand of Afghani carpet making. Listen for more about this fascinating interview....
RELATED LINKS: ARZU Studio Hope || Community Reach Channel || CH2M HILL || CIMCO || Peace Cord Bracelets || Social Entrepreneurs || Photos CU Boulder || ACG DEnver/CIMCO Social Enterprise Event 2012 || KEYWORDS: Bud Ahearn, Chris Pelley, Connie Duckworth, ARZU, Studio Hope, Social Entrepreneurship, Afghanistan, Women, Philanthropy, CIMCO, Capital Investment Management Company, Two-Star General, Air Force, Community Reach, Hero, BYTES=9595823
LISTEN TO: Chris Pelley, CIMCO Private Wealth & Bud Ahearn, Local Hero

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Get prepared for the good times...

Economic predictions for 2013, 2014 and beyond
1337_ 1/16/13 - This is the fourth year running here as ACG Denver starts the new year out with a look into the future featuring keynote speaker Alan Beaulieu, economist with Institute Trend Research. This is a very popular program at ACG, everyone makes it a point to be here in January. Check back in the w3w3.com Archives and you can listen to Alan's past previews into the coming year. Today Alan points out a lot has happened since we last spoke - "the fiscal cliff, we've got Europe going on... I mean there is no lack of things to ponder."   Alan is talking about what the semi-resolution of the fiscal cliff means for the economy in 2013. Whether Europe is going to implode or not? The answer is not. Whether the Chinese economy is going to sink or expand? It's going to expand. Whether the U.S. economy is going to see more opportunities for businesses in 13? The answer is yes. And the reason for all of that is what we're going to be discussing here at ACG Denver today. But the reality is, this economy is in a real recovery. It's a sustainable recovery and, it's not going to end for another three maybe three-and-a-half quarters." LN: What are some of the other things you'd like to highlight?
Alan, "Well there's a recession coming in 2014. And, we need to start thinking now about how we're going to get ready for that. And I think more importantly, Larry, because that's pretty short cycle, we should realize that 15, 16, 17 - they're really good years coming! - And business leaders should ask themselves, What do I need to do now to get ready to be busy again? Because, we've had a hunker-down, no-spend, watch-the-cash mentality for so long that we're going to walk right into a great recovery and we're going to be ill prepared for it. Being ill prepared for a recovery is as bad as being ill prepared for a recession." Larry recaps for clarity: Fourteen is going to be a little tough and challenging. But then 15, 16 and 17 they're going to be coming back. "Right" said Alan, "You're absolutely right Larry! We're going to be happy! We're not going to be retiring but it'll be a good time in the country." ...listen for more ...
RELATED LINKS: ITR Economics || ACG Denver || RM Corporate Growth Conference || Event Photos || M&A Channel || KEYWORDS: Alan Beaulieu, ITR Economics, Institute for Trend Research, Financial Trends, ACG Denver, Association for Corporate Growth, Trends, Economic Recovery, M&A, Entrepreneurs, Europe, China, Canada, Latin America, BYTES=2926448
LISTEN TO: Alan Beaulieu, Economist, Institute Trend Research

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A Gift for You ... Go Here
from w3w3® & Larry Nelson

Achieving Your Personal and Professional Goals in 2013
12-10-2012 933_ Don't Let Another Year Go By - The Ultimate Win is Yours
- Larry Nelson has taught this material in seminars in over a dozen countries, from China to Canada, from Norway to Australia, from Germany to Japan as well as throughout the USA. He shares the results of his international research about the Characteristics of an Achiever and then goes on to help you lay out your "personalized blueprint" to personal and professional success. Larry is an internationally published author, has been a consultant to many Fortune 1000 companies and is best known for his train-the-trainer programs. ...listen now a complete step-by-step program including a downloadable manual and resource guide...this is an in-depth strategic planning and goal setting system for achievers.. The links below are valuable and extremely helpful to setting your course for the next year! And they're free. Contact Larry Nelson to Speak at Your Next Event
Related Links: Ultimate Win Resources || Training Trends ||
3-Filters Technology™ || Podcasting Directory || Your Goal || Keywords: Ultimate Win, Your Goal, Training Trends, 3-Filters TechnologyTM, Setting Goals, Larry Nelson; 12/10/12 Chnl: Entrepreneurs

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Social Enterprise Event

Chris Pelley of Capital Investment Management is proud to announce the hallmark event  surrounding the visit of Connie Duckworth December 3rd-4th. 

6th ANNUAL BUSINESS / SOCIAL ENTERPRISE EVENT
Connie K. Duckworth, Founder and CEO

Social entrepreneur Connie K. Duckworth founded ARZU, which means “hope” in Dari, in 2004 to empower destitute women weavers in rural Afghanistan and serves pro bono as Chairman and CEO. Starting with 30 weavers, ARZU has transformed into a learning laboratory for holistic grassroots economic development – today employing some 700 women, providing access to education and basic healthcare, seeding multiple micro-business start-ups, building community centers, preschools, and parks, and creating award-winning fair-labor rugs – all in a country ranked as “the world’s worst place to be a woman.” Ms. Duckworth retired in 2001 as a Partner and Managing Director of Goldman Sachs, the first woman to be named a sales and trading partner in the firm’s history. For the past decade, she has focused her business lens in many roles as a corporate director, published author, activist, angel-investor, humanitarian, and blogger. She is the recipient of numerous awards for leadership, advocacy, social impact, innovation and global presence.

Tuesday, December 4, 2012
11:30 a.m. – 1:15 p.m.
Denver Athletic Club, 1325 Glenarm Place, Denver
Registration: www.acg.org/denver “events”

For further information, please contact:  Mona McConnell   303-577-8230

Growth can be a challenge...

Be very methodical in growing your company
1305_ 11/15/12 - At the ACG Denver November meeting, Chris Pelley introduced us to our speaker, John Sullivan, Ph.D., President and CEO of Mesa Laboratories. Todd Roebken ACG Denver president, joined the discussion, asking Dr. Sullivan what was the greatest challenge facing him in trying to grow his company. Interestingly John said it was twofold. They've experienced a lot of growth in recent years "... and just reorganizing the company to deal with all that growth has really been a challenge. With new positions and recruiting the right people, getting the right infrastructure in place - things like that, that's been quite a challenge. The other is just continuing to go through acquisitions. We've had a lot of success in that regard. In the last few years several acquisitions have been completed. And, just finding the right company that fits in well with our culture, our product lines and financials has been a challenge. But so far so good, and we just hope to continue on in the future." Todd wondered about the success of finding talented people here in Colorado. John's response, "Absolutely. Quite a bit. We've gotten several people here in the Denver area. They've come on board with Mesa and we've gotten some good people here locally, absolutely!" If you're not familiar with Mesa Labs, John said, they make products for quality control applications, both instrumentation and consumable. They have several different product lines that came to them through acquisition in the past few years and they're all doing quite well. Another favorite question we put to Dr. Sullivan was what advice would he give to businesses here in Colorado for the next year? With a chuckle John said, "Be patient! You know we are very methodical in growing the company. We're very conservative and that patience has really paid off. We don't want to make any mistakes in our growth plan."
RELATED LINKS: Mesa Labs || ACG Denver || M&A || Jones Lang LaSalle || Capital Investment Management || Monthly Speaker: John Sullivan, Mesa Laboratories || Rocky Mountain Corporate Growth Conference March 20-21, 2013 || KEYWORDS: John Sullivan, Mesa Laboratories, Acquisitions, Quality Control Applications, Instrumentation, Consumable, ACG, Denver, Rocky Mountain Corporate Growth Conference, > bytes=2706184
LISTEN TO: John J. Sullivan, Ph.D., President & CEO, Mesa Laboratories

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