A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen | RR 287
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 Published On Jan 11, 2024

Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p

It’s the start of a new year and with it comes an opportunity to re-evaluate your trajectory and
set your goals for the months to come, whether they be financial, personal, or all of the above.
Kicking things off for today’s episode is our conversation with Steve Balaban, a private equity
insider with a refreshingly realistic and practical perspective on private equity. We talk with
Steve about investing in private equity, the benefits and drawbacks every investor should know
about, why due diligence is essential, how private equity interacts with investor psychology,
and much more. Tuning in you’ll also learn about the Private Equity Certificate offered by CFA
Society Toronto in collaboration with Mink Learning and how listeners can gain special access
to these training tools. Next, we take a look back at our conversation with Ayelet Fishbach from
the Booth School of Business on the science of motivation and goal setting and the contents of
her new TEDxChicago Talk The Science of Getting Motivated. We wrap things up with a review
of Justin Breen’s book titled, Epic Life: How to Build Collaborative Global Companies While
Putting Your Loved Ones First, followed by our conversation with the author on the
transformational power of naming your year, the power of networking, and other key lessons
from his book. For all this and much more, be sure to tune in and start 2024 armed with
insights from some of the best thinkers around!

Tune Out The Noise Access URL: film.dimensional.com/podcast
Access Code (available until Jan 31): RATIONAL
Private Equity Certificate: https://web.cvent.com/event/10af7f03-...
Coupon Code: RATIONALREMINDERPEC

Timestamps:

0:00:00 Intro
0:04:25 Main Topic: A Practical Look at Private Equity
0:08:59 Main Topic: Special Guest Steve Balaban
1:11:04 Episode 188: 60 Seconds
1:12:49 Book Review: Epic Life: How To Build Collaborative Global Companies While Putting Your Loved Ones First
1:14:56 Book Review: Special Guest Justin Breen
1:38:09 Aftershow

Links From Today’s Episode:

Steve Balaban — https://www.stevebalaban.com/
Steve Balaban on LinkedIn — https://training.minklearning.com/
Mink Learning — https://training.minklearning.com/
Justin Breen on LinkedIn —   / justinbreen1  
BrEpic Communications LLC — https://www.brepicllc.com/
BrEpic Network — https://brepicnetwork.org/
Epic Life: How to Build Collaborative Global Companies While Putting Your Loved Ones First —
https://www.amazon.com/Epic-Life-Coll...
Episode 188: Prof. Ayelet Fishbach — https://rationalreminder.ca/podcast/188
Professor Ayelet Fishbach's TEDxChicago Talk, The Science of Getting Motivated —
   • The science of getting motivated | Ay...  
Episode 286: Errol Morris — https://rationalreminder.ca/podcast/286
Episode 210: Prof. Ludovic Phalippou — https://rationalreminder.ca/podcast/210
Flow: The Psychology of Optimal Experience —
https://www.amazon.com/Flow-Psycholog...
Get It Done: Surprising Lessons from the Science of Motivation —
https://www.amazon.com/Get-Done-Surpr...
Episode 237: Who are you, and who do you want to be? —
https://rationalreminder.ca/podcast/237
The Geek Way —
https://www.amazon.com/Geek-Way-Radic...
Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships —
https://www.amazon.com/Tightwads-Spen...
280079
Same as Ever: A Guide to What Never Changes —
https://www.amazon.com/Same-Ever-Guid...
Episode 224: Prof. Scott Cederburg — https://rationalreminder.ca/podcast/224
Episode 284: Prof. Scott Cederburg — https://rationalreminder.ca/podcast/284
Money Scope Podcast — https://moneyscope.ca/
Rational Reminder on iTunes
— https://itunes.apple.com/ca/podcast/t....
Rational Reminder Website — https://rationalreminder.ca/
Rational Reminder on Instagram —   / rationalreminder  
Rational Reminder on X —   / rationalremind  
Rational Reminder on YouTube —    / channel  
Rational Reminder Email — [email protected]
Benjamin Felix — https://www.pwlcapital.com/author/ben...
Benjamin on X —   / benjaminwfelix  
Benjamin on LinkedIn —   / benjaminwfelix  
Cameron Passmore — https://www.pwlcapital.com/profile/ca...
Cameron on X —   / cameronpassmore  
Cameron on LinkedIn —   / cameronpassmore  

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