Internal Rate of Return Podcast
In the Internal Rate of Return Podcast, Amanda Alexander interviews successful investors to uncover how they get started, the resources and insights they leveraged to propel them forward, and how they keep sustainable investments that enable their "return to self" where they ultimately get to design the lifestyle of their dreams or even pursue passion projects that only abundance can afford. Get inspired and learn from their experiences as they impart invaluable wisdom that may help you along your journey!
Internal Rate of Return Podcast
Ep 20. Corporate Leadership to Entrepreneurship with Financial Expert Cheryl Heller
In this episode, the host sits down with Cheryl Heller, co-founder of the Strategic Board Collective and managing principal at Pillar One Consulting. Cheryl, who boasts over two decades of executive experience, discusses her journey from a long tenure at Capital One to becoming a fractional CFO and a partner at Clipper Ship Ventures. The conversation covers her real estate portfolio, including short and mid-term rentals, and how she vets investment deals. Cheryl also shares insight on managing financial operations for startups, the importance of networking, and transitioning from a corporate job to entrepreneurship. The episode concludes with advice on being in the right networks and mastering the balance between a scarcity and abundance mindset in financial planning.
00:00 Introduction and Guest Overview
02:21 Cheryl Heller's Real Estate Portfolio
03:11 Insights on Syndications and Underwriting
08:17 Managing Midterm Rentals
13:40 Personal Financial Journey and Mindset
20:48 Balancing Abundance and Scarcity in Business
22:43 Exploring Cheryl's Businesses
26:19 Exploring Fractional CFO Services
26:48 Specializing in FinTech, Real Estate, and Professional Services
27:56 Understanding Professional Services and FinTech
28:38 The Impact of FinTech on Daily Life
30:03 Cryptocurrency and Clipper Ship Ventures
30:49 Private Equity and Institutional Investors
38:23 Balancing Work and Personal Life
43:14 Transitioning from Corporate to Entrepreneurship
47:08 The Importance of Networking and Masterminds
48:50 Conclusion and Final Thoughts