My guest today is Brian Pitkin, founder and portfolio manager of URI Capital Management. Brian runs a focused equity fund for accredited investors, which is characterized by thorough fundamental research, patience, long-range deep thinking, and trading only when absolutely necessary. Brian remains the fund’s largest investor, inviting partners to participate as he invests his own money.

Joanna Beatty Taft is founder and Executive Director of Harrison Center for the Arts. The center is located at 16th and Delaware streets in Indianapolis, and it aims to address "community problems with cultural solutions" by among other things, cultivating "emerging art patrons by fostering accessible gallery experiences so everyone can participate." Joanna introduced me to a new term which she used to describe her life's work: cultural entrepreneur. You'll understand exactly what that means after listening to this episode.

Jessica Williams is partner in the Indianapolis law firm Robinson Farthing Spandau Williams, and concentrates her practice in estate & charitable gift planning. As we move through life, both estate and charitable gift planning considerations change. That is the theme of my interview with Jessica: making sure your plans are effective and current as you move through the stages of life.