OnPoint with Oak Street Funding
OnPoint with Oak Street Funding is a monthly podcast for those in the financial services industry. Each episode, we examine business trends, opportunities, and business growth stories with actionable takeaways to empower listeners to grow their businesses. In each episode, you’re bound to learn a new perspective or strategy to support your company.
All Episodes
S8. EP. 8 - The State of RIA M&A: Valuations, Breakaways, and What to Anticipate with Rob Madore
<p>As consolidation accelerates while breakaway activity increases, the RIA market is sending mixed signals. In this episode of the OnPoint Podcast, VP of Strategic Markets at Oak Street Funding, Adam Farag, is joined by Director at MarshBerry, Rob Madore, to discuss the current M&A environment for RIAs. They’ll explore subjects such as valuations, who the buyers and sellers in the market are, motivations and structures for deals, and more.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>
S8 EP.7 - 2026 Q4 Economic Outlook: Rates, Risks, and the Road Ahead with Marc Chandler
<p>Is the U.S. economy still resilient, beginning to slow, or setting up for another shift? In this episode of the OnPoint Podcast, Market Research Analyst at Oak Street Funding, Matt Staninger, is joined by Chief Market Strategist at Bannockburn Capital Markets, Marc Chandler, to give an economic outlook following the most recent Fed meeting and Jobs Report data. They’ll touch on inflation, the labor market, interest rates, and the biggest factors that could shape the economy throughout the rest of the year into 2027.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>
S8. EP. 6 - Smart Growth Strategies with Michael Young
<p>In this episode of the OnPoint Podcast, Keara Bradley, VP of Strategic Markets at Oak Street Funding, is joined by Michael Young, President and Managing Partner at Integrated Advisors Network, to discuss Michael’s growth journey and path to success today. They explore how advisory firms can use capital intentionally to support smart, sustainable growth, stand out in an increasingly competitive market, and evaluate different buy-in strategies. Michael also shares his perspective on scaling with purpose, the opportunities and challenges that come with building a growing firm, and more.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>
S8. EP. 5 - Tech in Talent Management with Matt Lescault
<p>In this episode of the OnPoint Podcast, we welcome Zak Crickmore, Senior Underwriting Manager at Oak Street Funding, and Matt Lescault, Founder at TydeCo, to discuss how business owners can utilize technology for talent management and professional growth. They touch on challenges when implementing tech, automation, ethical considerations, and more.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>