The Capital Club
Brian Adams
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9 hours ago
Raising Capital, Investment Structures, and Partnering with $1B+ Balance Sheet Partners with Richard Wilson
Richard Wilson, CEO and founder of the Family Office Club, shares his experience and insights into high-net-worth family wealth management. Richard has witnessed changes in the definition of a family office, how some wealth management firms try to masquerade as multi-family offices, and how families should design their game boards. He also shares his views on how large families can become private equity firms themselves and the value of applying a private equity playbook to family assets. Lastly, he touches on trends in wealth management related to generational transfer and ESG, emphasizing the importance of passing on values and wealth and working together to ensure a successful transition.
[00:01 - 07:56] Opening Segment
* Richard's brief background and career
* A family office is a full balance sheet investment solution for an ultra-wealthy family
* Some wealth management firms call themselves multi-family offices to target more affluent clients
[07:58 - 12:35] Investing in Health and Wellness: What Wealthy Families Need to Know
* Helping families design an approach to acquire deals at a superior valuation
* Post Covid, people move faster to take advantage of opportunities
* Smart families invest in health & wellness programs
[12:36 - 18:19] Taking Advantage of Opportunities to Self-Regulate and Live Longer
* Investing in health is more important than money
* Not having caffeine or alcohol can have positive impacts on wellbeing
* Sleep is essential; less than 6 hours a night is unhealthy
[18:20 - 26:07] Unlocking Capital Allocation Strategies for New and Multi-Generational Family Offices
* Email blasting and following up excessively do not work when trying to access family office investors
* Adding value, standing out, concise communications, and a unique offering are key
* Referrals and knowing the industry help speed up the process
[26:08 - 35:19] Exploring the Trends of Impact Investing and Generational Wealth Transfer
* Younger generations are more likely to focus on ESG and impact investing than older generations
* Successful families outsource investment management, focus on areas they are passionate about, and pass on values rather than just wealth
* Family values should be integrated into everyday life and reinforced with rewards and consequences
[35:20 - 38:02] Closing Segment
* Connect with Richard through the links below!
Quotes:
"The smartest families focus on just one to three games that they get good at." - Richard Wilson
"Passing on your values is more important than passing on the wealth because the values protect the wealth and the family from destroying each other. They will also protect the ability to regrow wealth. If the wealth is lost or damaged, the values will bring it back." - Richard Wilson
Connect with Richard!
Website: www.FamilyOffices.com
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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2 days ago
Empowering Younger Generations, Design Flaws in Family Office, and Why European Families Are So Successful at Preserving Wealth
The rising generation today is different. The idea that you have to earn credibility over decades doesn't make as much sense as it did in the past.
Join us as we explore how Greg McCann, founder and board member at Generation6, and Jesus Casado, one of the advisors at Generation6, work to empower the younger generations and help families adjust to challenges. They discuss the design flaws in existing family offices, solutions for improvement, and the European families' ability to remain unified and prosperous for hundreds of years through their key characteristics such as family cohesion, financial benefits, emotional connection to business endeavors, and being proud stewards of their wealth.
Tune in now to learn more!
[00:01 - 07:05] Opening Segment
* Introducing Greg and Jesus to the show
* Greg is a founder and board member of Generation Six, a family enterprise consulting firm
* Jesus is an advisor of Generation Six, focusing on succession issues and governance
* Generation Six has an innovative approach to family business consulting with a holistic approach
* Generation Six helps families through leadership transition by developing leadership and helping with the handoff
[07:06 - 14:05] Uncovering the Design Flaws and Hidden Assumptions of Family Offices
* Profit is necessary for life, but not a good reason for living
* Lack of purpose and ownership are design flaws in family offices
* Private equity is becoming more widespread in Europe, but families still prefer long-term investments
[14:06 - 22:32] The Gathering: Discussions about Family Offices
* Greg shares what The Gathering is and how it was written
* The book was meant to be provocative and not a template
* Wealthy people do not think of themselves as rich and would be better
[22:33 - 30:27] Family Cohesion, Financial Benefits, Business Emotional Pride, and Stewardship of Wealth
* Europeans tend not to show wealth and have a negative perception of it compared to the US
* The rising generation needs to create their own space for self-identification and be perceived as credible in some field
* Families need four types of cohesion (family, financial, business & emotional) to survive over time
[30:28 - 32:03] Closing Segment
* Connect with Greg and Jesus through the links below
* Greg and Jesus' daily practice
* Final words
Quotes:
"If the human capital is being sacrificed at the cost of financial capital, nobody wins." - Greg McCann
“It's not up to the senior generation to be the drivers of change. Transformation, and especially digital transformation, should be led by the next generation." - Jesus Casado
Connect with Greg and Jesus!
Website: www.Generation6.com
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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4 days ago
Mapping Complexity to Future-Proof Global Real Estate and Climate Adaptation with Parag Khanna
There's a common denominator across globalization, macroeconomics, geopolitics, and climate–it's geography. Our geography is getting increasingly complex, and Parag Khanna is here to share with us the different driving factors that drive this complexity and how these affect businesses and economies around the globe.
Parag Khanna is the founder and CEO of Climate Alpha, an AI-powered analytics platform to forecast asset values and future-proof global real estate, and founder & managing partner at FutureMap, a data, and scenario-based strategic advisory firm.
In this episode, Parag shares his insights on why climate change has become paramount to him, believing that geography is the common denominator in all topics, including climate change. Parag discusses the need for individuals, investors, and governments to anticipate and plan for global population changes due to climate change. He touches upon the importance of mass migration in the future and Mexico's role as the world's second-largest repository of displaced people.
Tune into this episode for more information about how you can invest in high-growth areas that are climate resilient!
[00:30 - 08:17] Opening Segment
* Parag's brief background and career
* Climate Alpha was founded to adapt and retrofit American real estate for climate change
[08:18 - 18:49] Grappling with Mass Migration
* Figuring out where 400 million people can live through climate, economic, and infrastructure models
* Economy and climate as the main reasons why mass migrations occur across the globe
[18:50 - 28:19] A Sustainable Future Through Investing in Climate Resilience
* The state of immigration in various nations
* Parag shares how women experienced the shorter end of the stick during the pandemic
* Climate Alpha provides insights on where to invest in climate-resilient locations
[28:20 - 36:39] Exploring the Benefits of Nearshoring and Deindustrialization
* Nearshoring can be used to combat deindustrialization
* US, Canada, and US Mexico have two busiest borders on the planet
* Globalization is not going away, but regionalization is increasing
[36:40 - 39:12] Closing Segment
* Connect with Parag through the links below
* Parag's daily practice: 5 minutes of mindfulness
Quotes:
"Build in the right places. Build for everyone. That's how you have an economy that's looking forward, a society that's looking forward, a productive place, and that's what I want America to be." - Parag Khanna
“The world is more complex than it's ever been in the history of human civilization, where geopolitics affects economics, economics affects climate, climate affects infrastructure, and infrastructure affects society.” - Parag Khanna
Connect with Parag!
www.ClimateAlpha.ai
www.ParagKhanna.com
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 22, 2023
Challenges in Multi-Generational Family Businesses with Paul Edelman
Are you seeking expert guidance to build a harmonious family dynamic and reach your goals?
In this episode, Paul Edelman talks about empowering individuals and families to reach their goals and find an identity that doesn't rely on wealth or affluence. He discusses NextGen leadership challenges when it comes to self-identification and decision-making. Paul breaks down his concept of "creative tension" and touches on how experts can help families develop structures for collaborative decision-making. Tune in now for this insightful episode!
Paul Edelman helps individuals, families, and their advisors more effectively achieve their goals. He earned his Ph.D. in Psychology at Harvard University, where his research and teaching focused on group, family, and board dynamics.
[00:01 - 06:23] Opening Segment
• Paul's experience as an angel investor, board chair, and advisory board member
• How parents can provide their children with the space to explore who they are and who they want to be
• How having one goal is straightforward, but having two goals can create conflict
[06:24 - 13:08] Developing Good Judgment and Decision-Making
• The challenges the NextGen leadership community are facing
• Why families have difficulty with collaborative decision-making
* Decision-making should be systematic and guided by a model that everyone learns to follow
[13:09 - 19:14] A Model-Based Approach to Decision-Making for Family Businesses
• Paul breaks down the creative tension model
• Every model is incomplete, but some are useful
• Behavioral finance studies show people are motivated by what they don't want
• Model-based decision-making to develop family skills for self-sufficiency
[19:15 - 25:35] Unlocking Solutions to Generational Transitions
• Why fear-based selling is a common but ineffective strategy
• Advisors should engage with families by asking questions to access relevant information
• Parents want the next generation to be comfortable but not spoiled
[25:36 - 31:44] Closing Segment
• Paul's advice on cultivating self-awareness and understanding your feelings
* Using self-awareness and understanding feelings as data to solve problems
• Using models to think systematically and come up with reasonable solutions
Want to connect with Paul? Follow him on LinkedIn. Head to Edelman Coaching, an excellent resource for family offices!
Key Quotes:
“The minute you have two goals side by side, there's the potential for them to come into conflict.” - Paul Edelman
"Fear is a good short-term motivator, but over the long term is corrosive." - Paul Edelman
"The more information that we have, the better the quality of the decisions that we'll make." - Paul Edelman
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 17, 2023
Breaking into the Real Estate Investment Space with Meg Epstein
How can partnering with the right people and taking a conservative approach to financing paves the way to real estate success?
Join us as we sit down with Meg Epstein and learn how she built an institutional platform with a billion-dollar portfolio of projects across industrial and mixed-use properties. She shares her advice on how to break into real estate investing, including spending time at a larger brokerage shop, partnering with the right people, and taking a conservative approach to finance. Meg talks about her commitment to paying it forward and providing opportunities for other women in the field. Don't miss this inspiring conversation with one of Nashville's leading real estate developers!
Born in California but today calls Nashville home, real estate developer Meg Epstein has over a decade of experience creating efficient, modern lifestyles for people where it matters most: their homes and neighborhoods. Her passion is developing and establishing spaces that support whole living and simplify home and work life for individuals.
[00:01 - 07:24] Opening Segment
• How Meg ended up building Ca South
* The idea to bring Nashville her sense of design and style of building homes
• Meg got her start in real estate by working on a 60,000-square-foot French chateau project
* How she pivoted to commercial real estate when she moved to Nashville
[07:25 - 15:07] From Outsider to Real Estate Developer
• How one entrepreneur turned ignorance into a billion-dollar platform
* Bought a for sale by owner site in Nashville and saw potential in the waterfront
• How Meg took over the project and redesigned it, value engineering it and making it successful
• Doing around $1B worth of projects in Nashville and branching out into other markets
[15:08 - 22:40] Diversifying Your Portfolio in a Challenging Market
• The Southeast and its pro-business environment
• Meg started investing in real estate without any prior experience
* How she gained a competitive advantage by being a woman in the industry
• Meg shares how she sold two industrial deals for 25% more than expected
[22:41 - 32:19] Closing Segment
• Meg shares advice to aspiring developers
* Spend time in a brokerage shop & get exposure to investment real estate
• Real estate development needs discipline & partners
Want to connect with Meg? Follow her on LinkedIn & Instagram. Visit CA South Development to develop modern, lifestyle-efficient projects!
Key Quotes:
“There are 2,500 things that go into a project from the first time you identify a site to the time you do the press release at the end." - Meg Epstein
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 15, 2023
How to Harness the Power of Philanthropy to Address Real Issues While Adding Value to Your Business with Nicole Juday
Are you interested in differentiating your company from competitors while giving back to the community?
In this episode, Nicole Juday explores how leveraging the foundation to engage with the company can create opportunities to differentiate it from competitors and attract talent. She stresses how to increase the capacity to give away more money effectively and responsibly, how the world of philanthropy has changed over the years, and how to restructure a foundation. Nicole shares her insight on ways to bridge the gap between those with resources and those without and how to manage the increasing demand for resources. Listen to explore what it takes to establish and run a successful foundation!
Nicole Juday Rhoads has 20 years of experience in the nonprofit sector, designing programs and overseeing their implementation. She was hired at the IDEAL Industries Foundation in 2021 to align philanthropic activity with corporate strategy and to increase impact.
[00:01 - 06:58] Opening Segment
• Nicole Juda discusses 20 years of nonprofit experience and a family business story
* How to align philanthropic activity with corporate strategy and increase the impact
• Nicole's career in the nonprofit sector developing programs, fundraising, and doing significant gifts
[06:59 - 13:41] Revamping the Foundation
• Restructuring, updating the mission statement, and making an impact with philanthropy
• Structural, legal, and cultural differences between the operating company and family office
• The parameters and guidelines for making decisions
• How to ensure good policies and insurance for board members
[13:42 - 20:37] Protect Your Portfolio from Inflation
• How the construction industry is a fast and effective way to build wealth
• Addressing issues and problems that concern the company, its customers, or their communities
* The Ideal Industries Foundation
• The importance of honest communication between funders and nonprofits
[20:38 - 27:19] Trust-Based Giving to Nonprofits
• The ego of funders and agents of transformation
• Why building a network of potential implementation partners is key
• Focus on economic development and quality of life in the community
• Best practices for foundation work and diversifying the construction trades
[27:20 - 35:44] Closing Segment
• Nonprofits have difficulty reaching national donors, as opposed to local donors
• Learn as you go and not get paralyzed by perfectionism
• Make sure investments align with the mission of the foundation
Want to connect with Nicole? Head to Ideal Industries Foundation and increase equity and prosperity for all!
Key Quotes:
“When nonprofits feel that they are competing for funding, it's just really hard to be very honest.” - Nicole Juday
“You just need to learn as you go. Do the best you possibly can, but don't get paralyzed because maybe you're not doing things perfectly.” - Nicole Juday
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 10, 2023
Dad Guild: Empowering Fathers Everywhere with Keegan Albaugh
How does Dad Guild support fathers' personal growth and development as parents and individuals?
Join us as we discuss the importance of creating a safe space for fathers to engage in meaningful conversations about fatherhood issues and build meaningful connections. Keegan Albaugh addresses gender equality within the workplace and discusses the challenges of substance use and addiction, particularly within men's culture. Let's hear about Keegan's journey with Dad Guild and its mission to empower fathers!
Keegan is the founder and Executive Director of Dad Guild, a grassroots nonprofit organization whose mission is to support and empower fathers by offering opportunities for connection, education, and community engagement.
[00:01 - 07:29] Opening Segment
• Keegan's background in conflict resolution, mental health, and exploring masculinity
• Keegan started Dad Guild after realizing there were limited offerings for dads
* Offering opportunities for connection, education, and community engagement
• How the organization has grown to Vermont's largest fatherhood network
[07:30 - 14:24] The Serious Issue of Men's Isolation: How to Fix It and Find Support
• Men have half the number of friends as before and seven times higher suicide rates
• Keegan provides multiple avenues for engagement with different interests and activities
* Research shows people live longer, happier lives when they have friends
• Life is a zero-sum game, and the guilt factor is challenging to overcome
[14:25 - 21:03] How to Create a Safe Environment for Conversation and Support
• Why taking time for self-care is important
• Addiction can be complicated, and understanding it is key
• Conversations about substance use and addiction are becoming more accepted
• Modeling healthy behavior for children is important
[21:04 - 27:48] Rewriting the Script for Gender Equality in the Workplace
• The importance of taking time off and modeling a balanced life
• Navigating social situations without alcohol can be intimidating and isolating
* Rewriting the script around substance use and self-care is important
• Patriarchy still has an impact on workplace policies, such as family leave
[27:49 - 33:44] Closing Segment
• Parents need more flexible schedules and support from employers
• Leaders should model taking time off to encourage employees to do the same
Want to connect with Keegan? Follow him on Instagram and Facebook. Head to Dad Guild, a supportive network of dads in your community!
Key Quotes:
“If we're trying just to be here all the time and not take time for ourselves and focus on our own self-care. We slowly deteriorate until the point where we're just miserable people to be around. ” - Keegan Albaugh
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 8, 2023
Navigating Generational Transition in Family Offices with Mindy Kalinowski and Hannah Shue
Have you ever wondered how to build trust and inclusivity among family members in a family office?
In today's episode, Mindy Kalinowski and Hannah Shue discuss the challenges of transitioning leadership to the next generation in family businesses and share their personal experiences of building trust with family members. They highlight the importance of intentional investment in identifying oneself outside the business and dive into multi-generational wealth management. They explain how inclusivity and ownership drive change and stress the importance of asking powerful questions to ensure a smooth leadership transition. Let’s dive in!
Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange. In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community.
Hannah June Shue is a lifelong learner, connector, and encourager. She is a third-generation leader in several of her family’s business ventures. She leverages this first-hand experience and expertise to coach and consult with other prominent families and emerging generations.
[00:01 - 07:09] Opening Segment
• Fox provides resources for families to navigate transitions and develop their people
• 45 million US households will transfer $68 trillion in wealth over the next 25 years
• What rising gen challenges include
• Hannah's personal experience as a third-generation leader in her family's business ventures
[07:10 - 14:19] Navigating Family Business Leadership Transitions
• Next generation needs to know who they are before stepping into a leadership position
* Transparency, clarity, and shared vision are critical for successful family governance structures
• Willingness and openness from G2 to put in the work is crucial for success
• Bringing in key advisors and building trust over time is important
[14:20 - 20:59] Generational Differences in Family Businesses and Financial Families
• The challenges of multiple generations working together in a family business or financial family
• The importance of asking powerful questions and having open communication
* Why the idea of a collective family rather than separate branches or generations is suggested
• Inclusion and ownership within the family are crucial for pushing through changes
[21:00 - 28:15] The Complexities of Family Wealth
• Having a business can provide shared learning opportunities and decision-making experiences
• Hannah discusses leveraging family investments for learning opportunities
* Her journey of balancing individual identity with family ties
• Mindy emphasizes the importance of personal development and leadership in rising gen programs
[28:16 - 34:41] Closing Segment
• Autonomy and belonging are both critical for the next gens in family systems
• Some next gens are opting out of family enterprises
Want to connect with Mindy? Head to Public Office to create an environment where family office executives can meet and connect to share experiences!
Key Quotes:
“You can have the most wonderful structures and policies and constitutions that look really good and feel really good. But if you aren't living it out if you aren't developing your people, It's not going to work. ” - Mindy Kalinowski
"The more you have clarity about what you're going to do together and what your shared vision is, it makes everything a little bit easier." - Hannah Shue
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 5, 2023
Part 2: Questions that LPs Don't Ask but Should
While financial questions are certainly important when evaluating investment opportunities, understanding how a sponsor will behave and respond in difficult situations is equally crucial. In this episode, Brian discusses the importance of assessing potential investment partners beyond their financial track record and how investors can gain valuable insights into a sponsor's character. He has great suggestions for using proxies to gauge behavior and response to adversity and tackles a question many investors struggle with: what is your Uber passenger rating? Listen and enjoy!
[00:01 - 02:52] Opening Segment
• What is your Uber passenger rating?
• Savvy investors know financial questions to ask, but character evaluation is harder
• Using Uber passenger rating as a proxy
[02:53 - 05:19] Questions that LPs Don't Ask but Should
• Why your Uber rating could reflect your ability to manage relationships in business
• How a person behaves in a one-time relationship reflects how they treat others
* Valuing relationships, customer service, and effective communication
[05:20 - 07:28] Closing Segment
• Low ratings - The negative implications of running a company
• Why a five is unrealistic and a warning sign
Key Quotes:
"Your behavior and how you treat others in a one-time relationship can be a telling indication of how you value relationships and communicate with customers or stakeholders." - Brian Adams
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 3, 2023
The World of Financial Therapy with Sonya Lutter
How can advisors incorporate financial therapy skills and training into their practice?
In this episode, Sonya Lutter delves into the exciting and rapidly evolving world of financial therapy. She emphasizes the need for empathy in financial planning and outlines ways to identify certified financial therapists. She discusses how the financial advisory business is evolving towards a more human connection-driven approach and stresses why asking clients what's on their minds and saving time to address their needs is vital. Take advantage of valuable insights that can help you navigate your financial journey!
Sonya Lutter, Ph.D., CFP®, LMFT, serves as the inaugural Director of Financial Health and Wellness with Texas Tech University’s School of Financial Planning, where she leads curriculum and continuing education opportunities in financial psychology, financial therapy, and financial behavior.
[00:01 - 08:04] Opening Segment
• Why financial therapy has become more prevalent
* The human side of financial planning and increasing stress about money
• The difference between financial therapy and the psychology of financial planning
• The controversy over whether a clinical degree is necessary for financial planners
[08:05 - 16:09] The Next Evolution of Financial Planning
• Financial therapy is the next evolution of financial planning
* Clients want a human connection in financial advisory
• Why some advisors are resistant to incorporating financial therapy into their practice
• Advisors should do their work on stress and relationships before helping clients
[16:10 - 24:19] Understanding the Physiological Effects of Stress on Financial Decision-Making
• Physiological stress can be measured through skin temperature and impacts decision-making
• How financial planning and relationships can be negatively impacted by stress
• Advisors should take note of clients' physiological stress and look for indicators
* Asking clients what's on their mind is vital for addressing their needs
[24:20 - 32:15] The Need for More Accessible Financial Education and Therapy
• Why financial literacy is a broader challenge across the population
* More publicly accessible information needed on financial therapy and deeper financial questions
• Scheduling intentional conversations about personal finance with spouse and children is important
[32:16 - 37:57] Closing Segment
• Openly discussing family finances with children can be beneficial
* How children can learn about money
Want to connect with Sonya? Follow her on LinkedIn and Twitter. Visit Enlite, bridging the gap between financial planning and mental health.
Key Quotes:
“I think we are experiencing right now the next evolution of financial planning, and we don't even know that it's happening right now. ” - Sonya Lutter
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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May 1, 2023
Navigating Family Wealth and Creating an Impactful Life with Kristin Keffeler
What are the benefits of creating a wealth roadmap for families, and how can it help grow human capital and positively impact the community?
In this episode, Kristin Keffeler dives into the importance of wellness in family businesses and wealth management. She discloses how to create a wealth roadmap for families and ensure their financial resources are used to grow human capital and positively impact their community. She touches on common tripwires that younger generations face in family businesses and emphasizes the significance of addressing these challenges to ensure successful transitions. Let’s discover the relationship between wealth and well-being, specifically for rising generations!
Kristin Keffeler, MSM, MAPP, is a thought leader at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money."
[00:01 - 07:55] Opening Segment
• How Kristin guides affluent families in embracing the positive power of wealth
* Helping families integrate wealth well into their lives
• Rsing gen lacking knowledge and support to understand the landscape of family wealth advising
• Working with whole family systems and building skills to include privately held enterprise
[07:56 - 16:22] The Importance of Wellness in Family Enterprise
• Physical, emotional, and spiritual well-being must be in alignment for a well-lived life
* Incorporating health and wellness into family businesses is crucial to success
• How families often prioritize technical aspects over mental and physical wellbeing
• Why tending to human capital is vital for multi-generational success
[16:23 - 24:06] Creating a Wealth Roadmap
• Wealth roadmap process helps families connect financial resources with human capital growth
* The impact wealth should have on family and community
• The common tripwires for younger generations in family businesses
* Identity, communication, and preparation for leadership roles
[24:07 - 31:47] Navigating Family Wealth and Creating an Impactful Life
• Building identity capital is essential for pursuing a path of contribution
• Why growth mindset and grit are essential character traits to develop for rising gen
• How diminished motivation to earn income can lead to a lack of sense of mattering and depression
• Kristin's journey in writing The Myth of the Silver Spoon
[31:48 - 39:44] The Challenges & Benefits of Wealth for Rising Generations
• Our relationship with money and wealth is cluttered and complex
* Wealth creates both benefits and detriments to growth and wellbeing
• Rising gens with clarity of identity has a unique position for creating change
• Clearing emotional and psychological clutter around money, work, relationships, and identity
[39:45 - 44:35] Closing Segment
• The common traits among thriving rising gens
* Growth mindset, grit, mastery orientation, unconditional positive relationships
Want to connect with Kristin? Follow her on LinkedIn. Head to Illumination360 to identify the “clutter” that family money can bring & clear a path to thriving!
Key Quotes:
“If we're not tending the human capital, the wealth will eventually dissipate because without the people awake and alive and ready to do something with it, it'll just get consumed.” - Kristin Keffeler
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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Apr 26, 2023
The Roadmap to Success: Strategies for Building Strong & Sustainable Family Businesses
Are you a family business owner looking to build a resilient leadership team?
Today, we have the pleasure of speaking with Doug Gray, a seasoned consultant with the Family Business Consulting Group. With over 25 years of experience in leadership development, Doug shares his insights into what it takes to build strong and resilient leaders within family businesses. This episode provides valuable insights into family businesses built on effective communication, distributed ownership models, and tips on how to assess NextGen leaders effectively. Tune in now!
Doug Gray is a father, husband, consultant, author, and former adventure racer who can still skate backward. He is a consultant with The Family Business Consulting Group where he specializes in leadership development, succession planning, and building family unity in enterprising families.
[00:01 - 08:36] Opening Segment
• Doug shares his expertise in leadership development, succession planning, and building family unity
* What the Family Business Consulting Group does
• Working with affluent families and found boarding schools to be transformative for students
• Doug's background in positive psychology and coaching protocols
[08:37 - 16:59] The Premier Family Business Consulting Group
• Why The FBCG focus is on leadership development, specifically working with NextGen leaders
* A vetting process to match the best consultant for the engagement
• How the definition of NextGen has changed over time
* The trend towards more involvement from younger generations in the family
[17:00 - 25:01] Revolutionizing Family Business Leadership with Innovative Assessment Techniques
• Family businesses struggle with migrating to digital platforms and are concerned about security risks
• What's causing older generations to worry about their successors' capacity
• The trend towards innovation and the Assess NextGen 360 leadership assessment
* Business, ownership, individual capacity, and learning
[25:02 - 33:11] Navigating Family Dynamics in Business Ownership
• Feedback is important but must be confidential and ethical
• How active engagement from leadership leads to a successful implementation of feedback
• Dos and don'ts for distributed ownership
• The importance of effective communication and teamwork in family businesses
[33:12 - 37:49] Closing Segment
• How using "I statements" and sharing personal experiences can be powerful tools in communication
• Why involving in-laws in family business decisions can be important
• Consultants can play a role in supporting the team approach to the family system
Want to connect with Doug? Head to The Family Business Consulting Group, and explore what’s best for your family and business!
Key Quotes:
“When we're all tossed into a less familiar environment, we can grow and learn.” - Doug Gray
“The top two problems that every family has is communication and conflict.” - Doug Gray
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in, and Stay Tuned for the Next Episode COMING SOON!
Hosted on Acast. See acast.com/privacy for more information.
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Apr 24, 2023
Investing in Your Family's Future: The Importance of Simplifying Private Capital with Christian Grupp
How can purpose-built systems revolutionize family office management?
Today’s guest is Christian Grupp, CEO of Entole, a family office command center. We explore the intersection of family office management and technology and how they can create purpose-built systems rather than large monolithic platforms. We discuss the current state of technological solutions for family offices, with differing approaches being taken by different offices. We touch on the importance of a family constitution and the evolution of family offices toward hybrid or digital models. Join us as we dive into this fascinating topic and uncover how technology can help shape the future of family office management.
Christian has nearly two decades of experience with Family Offices and Technology through serving as an executive of his family’s MFO and driving the growth of businesses through people and technology systems.
[00:00 - 08:11] Opening Segment
• Christian’s experience in family offices and techn…
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Apr 19, 2023
Legacy Filming: Helping Families Connect, Work Through Succession and Grow in the Next Generation with Jamie Yuenger
What stories do you want to pass down to future generations, and how can StoryKeep help you preserve and share them?
Today's episode features Jamie Yuenger, founder of StoryKeep, who discusses the growing trend among multi-generational family offices and businesses to document their history professionally. She explains how the power of media has made it easier to share valuable family stories for future generations. From audio-based works to full-fledged documentary films and private podcasts, Jamie shares how StoryKeep has evolved to meet the needs of families looking to create a lasting legacy. Join us as we explore the power of media in connecting families and creating lasting legacies!
Jamie Yuenger is the founder and principal of StoryKeep, a company that creates films and books that document family and business stories. For over a decade, Jamie's team has helped multi-generational and business-owning families honor and share their legacies.
[00:01 - 08:43] Opening Segment
•…
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Apr 17, 2023
Business & Investment Opportunities of Psychedelics with Brom Rector
How has the perception of psychedelic medicine evolved over time, and what role does Empath Ventures play in this change?
In this episode, we are joined by Brom Rector, founder of Empath Ventures, a VC fund that invests in early-stage psychedelic medicine companies. Brom shares his experience in finding investors interested in the space and the importance of targeting those who have already experienced the transformative effects of psychedelics. He discusses his personal journey with psychedelics and touches on how psychedelics can be used to treat mental health issues. Brom highlights the potential for real estate professionals to invest in the emerging psychedelic industry and provides resources for learning more about it. Let’s dive in!
[00:01 - 07:12] Opening Segment
• Investing in early-stage psychedelic medicine companies
* Brom introduces Empath Ventures
• Psychedelics as a form of experiential medicine that gives you a perspective shift
* People who have had tra…
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Apr 12, 2023
Leadership Beyond the Numbers - A Conversation on Conscious Capital with Sunny Vandereck
Why is hiring and reinforcing culture essential for a successful business? In today’s episode, we’ll be delving into the world of conscious capitalism with entrepreneur and former military leader Sunny Vanderbeck. He shares his experiences as an investor and CEO of Satori Capital and emphasizes the importance of building a deliberate culture that is constantly reinforced through hiring choices and a commitment to growth and learning. He explores how companies can create new value for stakeholders without taking from others and the implication of conscious supplier relationships.
The book “Selling Without Selling Out” is recommended as it emphasizes the need for CEOs and owners to identify what they truly care about when taking on investors or selling their business. Join us as we explore these fascinating topics with Sunny Vanderbeck on this episode of the Capital Club Podcast!
[00:01 - 07:33] Opening Segment
• The importance of creating a solid company culture and bei…
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Apr 10, 2023
Best Practices for Positive Shareholder Engagement in Family Businesses with Travis Harms
Have you ever wondered how to balance the needs and expectations of different generations in a family business? In this episode, Travis Harms discusses ways to promote positivity within shareholder communities of family businesses while highlighting the importance of communication. He delves into the challenges of managing multi-generational family businesses with different shareholder clientele and their expectations regarding cash flow and capital appreciation. Travis highlights the importance of having the right people in leadership positions and working with an attorney and a valuation professional to ensure that buy-sell agreements are understood. Listen and enjoy!
Travis Harms leads Mercer Capital's Family Business Advisory Services practice, helping multi-generation family businesses with their valuation, strategic corporate finance, and shareholder education needs.
[00:01 - 06:32] Opening Segment
• Travis introduces Mercer Capital's
* Helping families and business owner…
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Apr 3, 2023
Creating Multi-Generational Legacies for Family Businesses in Africa
What are some effective strategies for building successful teams and visionary leadership in multigenerational family businesses, and how can these be implemented in African contexts?
In this episode, Tsitsi Mutendi shares her insights on the challenges facing African multigenerational family businesses. Drawing from her own experiences as an entrepreneur and consultant, she discusses the importance of education and collaboration within family businesses to ensure long-term success. She emphasizes the importance of creating safe and economically stable environments for investment and preventing further brain drain. Let’s dive in!
Tsitsi Mutendi is Founder and Lead Consultant at Nhaka Legacy Planning. She is also a Co-Founder at African Family Firms (A nonprofit Africa Family Business Association). Tsitsi is a well-versed, award-winning businesswoman with over 12 years of experience building her own successful software development, publishing, and education businesses. During this t…
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Mar 31, 2023
Part 1: Questions that LPs Don't Ask but Should
As investors, we all know the standard questions to ask during diligence. But what about those questions that aren't always asked? In this episode, we explore the importance of asking unique and insightful questions to understand a deal better. Our host brings a unique perspective as both a general partner with pitch experience and a member of a family office who has been in the room during diligence for various investments. He emphasizes the significance of a company's technology stack and how it can impact an investor's experience. Brian encourages investors to be open-minded and willing to explore different areas when evaluating deals.
Tune in now to learn more about how Excelsior Capital enhances investor experiences through cutting-edge technology and personalized communication strategies!
[00:01 - 03:31] Opening Segment
• Introducing the new series "Questions LPs Should Ask But Don't."
• Sophisticated investors ask standard diligence questions
• Some essential question…
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Mar 29, 2023
Breaking Down Real Estate Crowdfunding Myths with Adam Gower
Crowdfunding and online syndication have revolutionized the real estate industry, with crowdfunding now accounting for over 35% of the entire industry. In this episode, we dive into real estate crowdfunding with Adam Gower, a seasoned real estate professional with over 30 years of finance and investment experience. Adam sheds light on the origins of crowdfunding in the real estate industry and stresses why the term is technically misleading. This episode is a must-listen for anyone interested in real estate crowdfunding and its potential opportunities. Tune in now and join the discussion!
Adam Gower builds tailor-made crowdfunding platforms for real estate professionals who want to find more investors so they can raise more money. He has taught over 4,000 individuals how to build wealth, preserve capital, and earn passive income from investing in real estate.
[00:01 - 08:29] Opening Segment
• How Adam builds crowdfunding platforms for real estate professionals to raise more money…
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Mar 27, 2023
A Look at Wealth Management Today: The Rise of New Customer Segments & What They Value with Chirag Thakral
In this episode, we sit down with Chirag Thakral, Head of the Banking and Capital Markets practice at Capgemini Research Institute for Financial Services, to shed light on the World Wealth Report, a renowned publication in the wealth management industry that provides a 360-degree view of what's happening in the industry. He stresses how building emotional connections with clients is seen as essential and why firms need help finding ways to measure the impact of ESG investments. Chirag navigates how family offices are gaining popularity and why wealth management firms must balance providing services through digital and hybrid channels. Join us in this episode as we explore these fascinating insights into wealth management trends today!
Chirag has over 15 years of experience as a strategy and thought leadership professional with in-depth FS expertise and a wealth management industry focus.
[00:01 - 07:45] Opening Segment
• The leadership in the financial services industry
• One o…
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Mar 22, 2023
How Adopting an Experiential Philanthropy Approach Has Helped Transform the Lives of Women Globally with Rena Greifinger
What is impact investing, and how does it direct investments toward positive societal and environmental impacts? In this episode, Rena Greifinger shares the founding story of Maverick Collective and its mission to empower women philanthropists to invest in health and reproductive rights for women and girls. She discusses the shift towards more flexible and nimble forms of philanthropy and how it allows for a more strategic and aligned approach to giving. Join us as we explore how philanthropic organizations like PSI are changing the game by creating meaningful impact through their unique approach to venture philanthropy. Let’s dive in!
Rena Greifinger is an award-winning social entrepreneur, philanthropy leader, and advocate for women and girls. She currently leads Experiential Philanthropy at Population Services International (PSI) and is Managing Director of the Maverick Collective by PSI, a community of women philanthropists making catalytic investments in health and reproductive…
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Mar 20, 2023
A Dynamic Approach to Entrepreneurship: Ray Chang on Achieving Business Success
What qualities do you look for in a potential project, and how do you determine which opportunities are worth pursuing? Join us as we welcome Ray Chang, a dynamic entrepreneur, and executive who has successfully built companies in real-estate development, motorsport experience, and tourism space. With over 15 years of experience developing, managing, and delivering business-to-business and business-to-consumer events and experiences, he is a results-driven and event-focused veteran.
In this episode, Ray shares his inspiring story of success, from helping his parents manage their restaurant growing up to founding Motorsport Lab. He digs into his successes, failures, and curiosity about what will happen next for those he has invested in. Listen to Ray’s insights on embracing diversity within entrepreneurship, networking, modernizing investments, and marrying your passions with good business decisions. Let’s dive in!
[00:01 - 06:50] Opening Segment
• Ray’s journey to entrepre…
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Mar 15, 2023
Exploring the Growing Field of Financial Therapy with Dr. Megan McCoy
Have you ever considered how improving your financial literacy can positively impact your physical and mental health? In this episode, we sit down with Dr. Megan McCoy to learn more about financial therapy and how it is helping individuals make informed decisions related to money. She takes an in-depth look into common problems financial therapists encounter, such as communication issues, boundaries around emerging adulthood's financial support, and financial infidelity. She advises whether to keep finances individually or collectively and offers valuable tips on talking to children about money. Join us for this engaging conversation about money, finance, retirement, and more!
Dr. Megan McCoy started as a family therapist but now works as a Kansas State Financial Planning Program faculty member. She teaches about the intersection between financial well-being and overall well-being.
[00:01 - 07:06] Opening Segment
• Discovering the benefits of financial therapy
• A collaboration…
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Mar 13, 2023
Maximizing Impact through Strategic Connections with Sabrina Sidl
How can technology, management principles & innovative talent management help your business succeed? In this episode, Sabrina Sidl reveals her insights into building trust in business relationships, navigating the anxiety of technology innovation, and bridging the generational gap within family offices. She discusses how communication, transparency, and trust create a thriving environment and touches on how corporate cultures have stayed the same despite employees being unsatisfied and crushed by today's environment. Tune in and learn how to navigate uncertainty during rapid change!
Sabrina Sidl built a long and successful career providing operational and strategic advisory services to senior leaders and investors across multiple industry sectors, including single-family office, real estate development, and asset management. She worked internationally for many years and has a deep passion for all aspects of relationship management and making an impact by creating critical and meaningf…
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Mar 8, 2023
The Revolution That Wasn't with Spencer Jakab
How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn't and editor of the Wall Street Journal's Heard on the Street column. Spencer dives into the differences between Wall Street and a casino, outlines the risks of being an active investor on Wall Street, and looks at how technology has created an environment where trading stocks is no longer expensive. He emphasizes the importance of long-term investing with tools such as index funds or compound interest to build wealth without playing 'the game'. Let’s dive in!
[00:01 - 07:00] Opening Segment
• From Wall Street Trader to Financial Journalist: Spencer Jacob's Journey
• How he learned about finance and got a job in emerging markets
• Introducing The Revolution That Wasn't
[07:01 - 13:40] Examining the GameStop Revolution
• How the pandemic provided Spencer an ex…
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Mar 6, 2023
Tax Saving Secrets: How Cost Segregation Analysis Can Save You Money with John Hanning
How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation. From bonus depreciation to different recovery periods for real property, personal property, and land improvements, John explains how cost segregation can accelerate tax deductions for real estate owners. He outlines the best time to engage a firm to study an existing or newly constructed property and the typical cost and timeline. Tune in now for expert advice on cost segregation and other money-saving strategies!
John is STG's Fixed Assets / Cost Segregation / Accounting Methods Principal. Over the past 15 years as a Fixed Assets specialist, John has been responsible for the business development efforts for fixed asset services, including new client identification, proposals, and client deliverables. He has led and executed cost recovery studies on more than 5000 facilities, including; healthcare,…
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Mar 1, 2023
What is a Family Owner’s Manual and Do I Need One? with Josh Kanter
It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional attorney to reorganizing his family’s activities under a single-family office. He outlines the importance of having an “owner's manual” which captures all necessary information regarding a family's wealth, assets, and legal documents and how it can serve as an educational tool. Josh shares his insights on the evolution of technology and how it helps people manage and store valuable information. Let's dive in!
For 20 years, Josh has been responsible for all things family office related for his multi-generational, multi-branch family. He also consults with families on issues around family office design and family governance and education, and he recently launched Leaf Planner, a digital information-sharing platform designed to replicate his family’s “owner’s manual,” a tool to identify blin…
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Feb 27, 2023
Key Characteristics of High-Performing Family Offices with Robert Daugherty
Are family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in it. He breaks down the complexities of family offices today – from generational wealth transfer to the need for communication and understanding within families – as well as working with trusted advisors and navigating the blurred line between philanthropy and investing. Tune in to learn more about getting the most out of your own family office venture!
Robert C. Daugherty served as the Dean of the Forbes School of Business and Technology and is a Professor of Strategy and Finance. Having served on over two dozen corporate boards, he regularly advises private equity firms, institutional investors, and family offices on mergers and acquisitions, and corporate governance. He writes a regular column for Forbes China on investing and leadership.
Key Highlights:
[00:01 - 06:21] Opening Segment
• H…
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Feb 22, 2023
Talking to Your Parents about Their Finances with Cameron Huddleston
As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist, discusses how to have meaningful conversations with your parents about their finances. She emphasizes the importance of having estate planning documents, a power of attorney, and a long-term care plan in place. She also dives into the psychological reasons why parents may be hesitant to talk about money and outlines the importance of introducing children to money from a young age. Tune in to find out what steps need to be taken when planning for your parent’s future!
Cameron Huddleston is an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. She is the director of education and content at Carefull, the first service built to organize and protect aging adults' daily finances.
Key Highl…
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Feb 20, 2023
Pros, Cons, and Features of Robo-Advisors for the Wealthy with Barbara Friedberg
Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how Robo-advisors have revolutionized traditional financial advisory services. She explains what Robo-advisors are, how they can benefit investors, and how to get started. She also discloses her personal approach to money management and why understanding your risk tolerance is key for any investor. Join us to learn more about taking advantage of Robo-advisors in wealth management and investing!
Key Highlights:
[00:01 - 07:27] Opening Segment
• Robo-advisors are an umbrella term for technology-enhanced investing platforms
* Providing individuals with access to low-cost asset management
• Hybrid models offer access to both robo and human advisors
• How Robo-advisors are used by traditional financial advisors
[07:28 - 14:53] Fee Compression in Robo-Advisory Industry
• Robo advisors offer invest…
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Feb 17, 2023
The Founder's Story: From Recovering Attorney to Real Estate Investor
This episode of the Capital Club podcast is your chance to get a behind-the-scenes look at the life and story of Brian. He talks about the challenges he faced along the way, his successes and failures, how networking helped him find his current path, and what he’s learned about business development. He also discusses how he found work/life balance by creating a daily routine that brings peace and joy. This is an inspiring conversation with a real estate investor whose ambition has enabled him to create one of the most successful investment platforms today. Tune in to hear more!
[00:01 - 06:31] Opening Segment
• Brian's journey from a small town to Excelsior Capital
An idyllic childhood with his younger brother
• Why money was not discussed in the family
[06:32 - 12:16] From Aimless to Successful
• How Brian’s journey led him to a new life
• Brian’s experience graduating in 2009 during the Great Recession
• Learning about commercial real estate, private equity, e…
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Feb 15, 2023
How To Build A Board That Strengthens Your Business with Chris Yount
Take a thoughtful approach to growing your business, hold yourself accountable, and bring opportunities that you never could have found on your own. This episode of the Capital Club features Chris Yount, a battle-tested CEO who took his family business from bankruptcy to record profits. He explains why he believes companies should install a board structure and how it can provide entrepreneurs with access to industry insider connections, broader experience, and accountability. He outlines the differences between boards of directors and boards of advisors as well as how to go about setting up an effective board. Let’s dive in!
[00:01 - 07:33] Opening Segment
• How Chris restructured his family business
From bankruptcy to record profits
• Chris’s passion for multi-generational businesses by serving as a board advisor
• How mistakes and negative experiences can be resources for success
[07:34 - 14:41] The Benefits of Having a Board of Advisors
• How to find the right peo…
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Feb 13, 2023
Expert Insight on 1033 Exchanges with Brad Borden & Camille Renshaw
This episode of the Capital Club podcast dives deep into 1031 and 1033 exchanges. Our guests, Camille Renshaw, CEO and co-founder of B+E, and Brad Borden, a professor of law at Brooklyn Law School, provide expert insight into how these sections work and how they may apply in a business environment. They discuss differences between 1031 and 1033 exchanges such as types of property that can be acquired, time periods, use of proceeds, ownership restrictions, and much more. Tune in to learn more about 1031/1033 exchanges and get helpful advice from our knowledgeable guests!
Key Highlights:
[00:01 - 06:25] Opening Segment
* Understanding the difference between 1031 & 1033 exchanges
* Types of properties that can be acquired are different
* Camille’s experience with 1033 in both personal and business sense
[06:26 - 12:57] 1031 & 1033 Exchanges
* There are secondary markets across the country with industrial property in the middle of downtown
* 1033 exchanges allow property o…
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Feb 8, 2023
Digital Strategies That Drive Success in Family Businesses with Travis Coley
Whatever digital experience you're creating for your end users, make sure it is as efficient as possible. In this episode, Travis Coley, the Managing Director at Whitepenny, shares his insight on the current talent war taking place and how it is forcing businesses to rethink their branding strategies. He explains how family-owned businesses can remain competitive and attract top talent, as well as why digital marketing is essential for creating a unified customer experience across multiple channels. Tune in now to learn more about what you need to create the best digital experiences!
Leaning on two decades of strategic planning and corporate finance experience, Travis helps advise clients through the lens of gaining a strategic advantage, growth, capital investment, and brand as an asset. He partners with clients to define brand strategy and establish a differentiated market position.
[00:01 - 11:45] Opening Segment
* Family-owned and multi-gen businesses need to rethink their bra…
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Feb 6, 2023
Creating Your Epic Life Today with Justin Breen & Mark Fujiwara
Do you believe in the power of introductions and creating significant relationships? In this episode, Justin Breen and Mark Fujiwara, the co-founders of the exclusive connectivity platform BrEpic Network, delve into how to build global networks and meaningful connections to develop extraordinary companies. They touch on the concepts that rule their lives and the importance of treating partnerships as an investment. Tune in and start your journey to your epic life!
[00:01 - 10:01] Opening Segment
* Why Justin & Mark decided to write a book
* The importance of creating real value
* Treating partnerships as an investment
* How the right networks lead to success
[10:02 - 20:47] What True Entrepreneurs Care About
* The patterns of successful entrepreneurship
* True knowledge is knowing where to look something up
* Find a partner with a complimentary skillset
* Focus on what you are really good at
[20:48 - 33:35] Everything is Possible
* Introducing the manifestatio…
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Feb 3, 2023
The Great Population Growth Slowdown
Have you explored the global population crisis and its impact on economic growth? In this episode, Brian dives into the worrying trend of depopulation and its far-reaching implications. He discusses how this could lead to slower economic growth or even contraction in some countries due to decreased labor forces, fewer healthcare workers, an inability for social programs, and much more. Let’s dive in!
[00:01 - 05:12] Opening Segment
* Exploring the impact of depopulation
* The final installment of the Killer D series
* How depopulation is becoming top of mind for many countries
* Baby boomer population hitting retirement age
* The opportunity for historically underrepresented groups to enter the workforce
[05:13 - 09:54] Shrinking Populations and the Impact on GDP
* Countries that have shrinking populations
* The Statistics of China's population
* US working-age population has been stagnant for 15 years
* Huge challenge to have enough healthcare workers
[09:55 -…
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Feb 1, 2023
Generation Wealth: Money, Mentorship, and Meaningful Connections with Jason Ma
In this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs. Jason talks about how he helps individuals to not only maximize their life-stage goal achievements, but also build greater character and strengthen relationships, via trusted third-party top-notch mentorship. He explains the massive wealth transfer that is occurring from baby boomers to Gen X, Millennials, Gen Zs, and charities, and notes that many younger Next Gens view money as a burden or are unprepared.
He suggests that those receiving the wealth focus on creating meaningful connections and contributing to causes they care about but with wisdom and sound family values, and not simply on accumulating wealth. Additionally, he highlights the importance of intellectual humility for success and emphasizes philanthropy as an important factor in connecting with others. Jason then provides practical advice on how to help families and CEOs build a strong…
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Jan 30, 2023
How to Improve Age and Gender Inclusivity in Family Enterprises to Co-Create Businesses of the Future with Nike Anani
Today we welcome back Nike Anani to the podcast. She is a Speaker, Author, and Legacy Planning Consultant for family firms. She is a co-founder of African Family Firms, a non-profit community of family businesses. In this episode, Nike talks about the current political state of Africa and how this affects African families and businesses.
If you haven't already heard her first episode with us, go back and give episode #66 a listen!
[00:01 - 14:16] Opening Segment
* The obstacles along the way when writing Lifetime to Legacy
* The difference between how American families think about legacy versus an African family
* The external factors in terms of political dynamism and challenges
[14:17 - 25:45] Next Gens and Gender Identity
* Nike talks about the difference between next gens in Africa
* The massive diaspora within Europe and America
* The common characteristics of generational transition
* Overcoming the aversion to speaking about death
* The state of gender…
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Jan 25, 2023
The Next Generation of Leaders with Celine Fitzgerald
This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers. Celine shares her story of being in a leadership role at the age of 21, and how she learned to appreciate and understand the scope and breadth of her family's wealth. Celine also discusses learning to navigate the process of setting up a prenuptial agreement, her sister's involvement in the NextGen cohort, and the importance of having meaningful money conversations with her partner or family. Additionally, she talks about interning with the Loyola Family Business Center to gain knowledge on various topics related to wealth management and connecting with peers in similar situations. This episode is essential for anyone wanting to learn more about succession planning, financial literacy, trust, lawyers involved in managing assets, and more.
Celine is the next-gen leader. She is G3 and from a long line of successful bankers. While finance is not her f…
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Jan 23, 2023
The Truth About Being a Lead Dad with Author and Former New York Times Journalist, Paul Sullivan
Before starting The Company of Dads in 2021, Paul Sullivan was a journalist for 25 years, the last 13 at The New York Times where he wrote the Wealth Matters column and oversaw several special sections. He is the author of two books Clutch: Why Some People Excel Under Pressure and Others Don’t and The Thin Green Line: The Money Secrets of The Super Wealthy.
In this episode, Paul Sullivan, journalist, and author talks about his 600 columns over 25 years writing for the New York Times, his most recent book The Thin Green Line: The Money Secrets of the Super Wealthy, and how Covid-19 has changed his career path. Through his columns, Paul was able to gain insight into the world of wealthy people which led him to write The Thin Green Line. He discusses the differences between being wealthy and being merely rich, whether or not another washout period is coming and how fathers who are the go-to parent in their families can lack a sense of community and support. This conversation also explo…
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Jan 18, 2023
The Fiduciary Frontier: Navigating the Complex World of Personal Finance with Don Trone
Don Trone is the CEO and one of the Co-founders of 3ethos. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary” and one of the 35 most influential people in the financial services industry. He is also the author or co-author of ten books on the subject of fiduciary responsibility, portfolio management, and leadership.
[00:01 - 07:40] Fiduciary Responsibility and Coast Guard Veteran
* 5 million people have a legal responsibility for managing someone else's money
* Fiduciaries have a duty to inspire and engage others, protect assets, and demonstrate a pleading process
* The lack of procedure process checklists in the financial services business
[07:40 - 17:55] Fiduciary Regulations: Complexity, Disclosure, and Private Equity Impacting Investors
* Regulators are doing more harm than good by making disclosure too complex for the average investor to understand.
* There are 8 other factors that can negatively impact investment performance bes…
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Jan 16, 2023
The Modern Family Office: Building a Business That Lasts with Josh Baron
Josh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families who own assets together, such as operating companies, family foundations, and family offices. Josh is a Visiting Lecturer in Executive Education at Harvard Business School and Co-Author of Harvard Business Review's Family Business Handbook.
[00:01 - 12:12] "Building a Family Business That Lasts: Exploring Nature vs. Nurture
* Family businesses are either really good or bad, and there are both extremes in the world
* 1/3 of the S&P 500 are publicly traded but privately controlled
* Ownership is the most important and least discussed the idea in business
* Family businesses have seen an increase in interest and have become their asset class
[12:13 - 30:13] Exploring the Dynamics of Family Businesses and Family Offices
* There are similarities between family businesses and family offices, but there are also differences that need to be addressed
* Intentional…
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Jan 13, 2023
Deindustrialization: Opportunity or Threat?
In this episode, Brian examines the phenomenon of deindustrialization and discusses its implications on global economies. Brian provides an overview of the concept and its impacts, including increased energy prices, disrupted global supply chains, and the need for European producers to adapt their cost structures quickly. He then dives into how these factors have impacted Germany, one of the largest economies in the world. We also discuss the potential for reshoring manufacturing jobs to the United States, with a focus on the Midwest region.
[00:01 - 00:59] Opening Segment
[01:00 - 07:15] Examining the Impact of De-Industrialization and Reshoring Manufacturing in the Global Economy
* De-industrialization is a long-term decline in the output of manufactured goods
* De-industrialization is a natural outcome of the maturation of industry, technology, and productivity
* Over the past 25 years, employment in manufacturing has fallen dramatically in advanced economies
* German…
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Jan 11, 2023
Strategies in a Volatile Market with Niall Gannon
Brian sits down with Niall Gannon, a frequent top financial advisor in America and author of the book Investing Strategies for High Net Worth Investors. Join us as we explore the concept of efficient markets and dive into Wall Street Alternatives, a 2005 presentation by Niall that challenged the industry to reconsider asset allocation. We look at two periods in time, 1982 and 2000 when markets were especially cheap and offered plenty of growth opportunities. Tune in now for an engaging discussion on navigating today's market!
Niall Gannon is frequently listed as one of America's top financial advisors. He has literally written the book on investing for high net-worth families, challenging the industry with research on reaching better investor outcomes net of everything.
[00:01 - 08:17] Opening Segment
* Niall Gannon discussed his research into the effective tax rate of high-net-worth investors
* Investors in high tax brackets do not get paid the same returns as their institution…
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Jan 9, 2023
A Strength-Based Approach to Advising Multi-Generational Family Enterprises with Jeff Strese
Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics.
[00:01 - 10:19] Navigating Generational Wealth Transfer
* The generational wealth transfer between baby boomers and either Gen Z or millennials is happening in real-time right now
* There is a skill gap in the mid to more senior-level professionals that need qualitative skills
* Advisors need to have the skills to know when and how to refer to communication and family dynamics
[10:20 - 25:04] Assessing Wealth and Wellness in Family Enterprises
* Family Office Exchange developed a family advisor training program
* Organizations need to develop people holistically or risk losing talent
* Beneficiary prep is a holistic journe…
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Jan 4, 2023
The Anti-Silicon Valley Investor: How to Find Success in Early Stage Startups with David Mandel
David Mandel is an emerging tech Super-Angel Investor and managing partner of Emerging Ventures Capital. He has invested in over 500 startups. Before his current career in venture capital, Mr. Mandel built, operated, and exited 4 different successful businesses in the Insurance and Finance industries over 28 years.
[00:01 - 11:08] Getting into Early-Stage Tech Investing
* David built, operated, and exited four different successful businesses in the insurance and finance industries over 28 years
* Exiting his day job to focus on tech investing
* The number one mistake angel investors make is investing in businesses not meant to be venture-backed
[15:10 - 29:32] The Anti-Silicon Valley Investor: How to Find Success in Early-Stage Startups
* Many early-stage startups fail or become "zombies" after taking angel money
* The investment thesis focuses on execution: building, selling, and finding people to pay for the product
* David’s advice to founders: build it you…
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Jan 2, 2023
Revolutionizing Financial Advising through Technology with Jason Van Thiel
We are joined by Jason Van Thiel, the director of research for Helios - investment management, wealth management, and FinTech platform. We discuss how technology has changed the landscape for financial advisory, wealth management, and asset management in terms of how advisors work with their clients and their need to do more for them. We talk about the baby boomer retirement trend and the consolidation that it is causing within the industry. Jason also gives insight into how advisors can be proactive in their communication with clients by leveraging technology and segmenting their books to deliver personalized communication. We then delve into Helios’ white-labeled back office solution that allows advisors to outsource asset management programs while continuing to own their asset management program. Jason shares his experience as a former employee of large household name firms and provides tips on how financial advisors can remain disciplined during this challenging market environmen…
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Dec 28, 2022
Finding Financial Freedom: Transitioning from a Corporate Career and Discovering Your Purpose with Billy Keels
Billy Keels is the founder of First Generation Capital Partners. He grew up knowing nothing about investing and challenged himself to learn everything. Today, Billy is an international real estate entrepreneur, problem-solver, author, coach, public speaker, and mentor. He sees opportunities where others often don’t in real estate.
In this episode, Billy shares how traveling has opened his mind to different cultures. He shares how curiosity and being empathetic are the biggest traits a leader should have, which ultimately will lead to financial freedom. Tune in for inspiration and insight into making the most out of your time and resources!
[00:01 - 13:35] From Corporate to Financial Freedom
* Being able to give back and being able to move forward
* Billy shares how traveling has impacted his career and his viewpoint on leadership
* The growth necessary to be able to live abroad
[13:36 - 28:48] Multiple Cultural Perspectives
* Having a curious mentality and a begi…
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Dec 26, 2022
The State of Digital Currency with Henry Kim
Dr. Henry Kim is a professor at the Schulich School of Business, York University, Canada, and the head of Blockchain.Lab at York. He is also the principal investigator of the Digital Currencies project, a research collaboration between York, the Bank of Canada, and other financial institutions and fintech companies.
Tune in to learn more about the current state of Bitcoin!
[00:01 - 05:54] Bitcoin, Blockchain, and Enterprise Blockchains
* How Dr. Henry got into Bitcoin and Blockchain technology
[05:55 - 19:17] A Solution Seeking A Problem
* Holding physical gold versus holding digital gold
* The investing trend in the market is driven by low-interest rates and will continue until central banks start raising rates again
* Exploring how digital currencies can be used in the developing world to circumvent bureaucracy and inflation.
[19:18 - 35:52] Interoperability and International Standards
* Central bank digital currencies create a catalyst to create valu…
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Dec 21, 2022
The Startup that Created a New Biotech Superfuel with Michael Brandt
Michael Brandt is co-founder and CEO of H.V.M.N. He's an avid triathlete and marathoner. Before starting H.V.M.N., he received his BS in Computer Science & Design at Stanford, was a Product Manager at Google, and Adjunct Professor at the Academy of Art in SF. He has always been a leader, and lifelong student, of designing products around new technologies and emerging needs.
Key Highlights:
[00:01 - 16:55] The Science Behind Ketone
* Ketone is nature’s super fuel without sugar and caffeine
* Direct-to-consumer and e-commerce strategy
* Getting funding from a top-tier firm by having a big-hairy-audacious goal
* Fund-raising shouldn’t be hard
[16:56 - 36:39] Nutritional Primitive
* Michael shares what Nutritional Primitive means and the difference Ketone makes
* Hacking into big growth and big market capitalization
* Michael shares his leadership style within the company and his personal fitness preference
* The importance of having honesty and clari…
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Dec 19, 2022
From Tax Haven to Safe Haven: A Look at Singapore's Tax System with Edmund Leow
Edmund Leow is a senior partner in Dentons Rodyk’s Corporate practice group and Head of the Tax practice. He is also Co-Head of the Trust, Estates & Wealth Preservation/Family Office practice. He has three decades of experience in advising multinational organizations on cross-border tax planning, transfer pricing, and tax disputes. He also advises on international trade issues such as customs, WTO, and free-trade agreements.
[00:07 - 07:14] Opening Segment
* Singapore is a key financial center in Asia and has been attracting entrepreneurs and family offices for years
* Singapore’s government has made efforts to attract capital and enhance tax incentives to keep families in the country
* There are several reasons why people are moving to Singapore
[07:15 - 18:59 From Tax Haven to Safe Haven: Tightening Tax Exemptions for Family Offices
* Traditionally, a tax haven was a place that offered secrecy, convenience, and tax savings
* There is a fine balance to be struck wh…
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Dec 14, 2022
How the RIA Industry has Evolved
Andy Sathe is a Shareholder at MCF Advisors (a boutique Registered Investment Advisor with offices in Greater Cincinnati, Lexington and Louisville) where he serves as an advisor to business owners and clients who tend to prefer long-term relationships and thoughtful decision-making.
In this episode, Andy shares about the differences between a broker dealer, registered investment advisor (RIA), and trust company, and how each model evolved. Andy stresses that the fundamental question for clients should be what problem do they want to solve, not who they want to work with. The fee structure, business model, and incentives of a particular The RIA industry has seen a tremendous amount of consolidation in the last ten years, with private equity firms buying up firms in the space. This has been good for some, as economies of scale are gained, but it can also create issues, such as the loss of personal touch and succession planning. While the proliferation of RIA's is great for clients, it c…
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Dec 12, 2022
What We Learned About the Real Estate Investment Space in 2022 with Jarrod Arnold
Jarrod joined Excelsior in June 2019 after spending five years in Public Accounting. He oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Prior to joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019.
Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee. He received both his B.S. and Master’s in Accounting from the University of Mississippi.
In this episode, Jarrod shares about what has happened in 2022 and what we can learn from this year’s real estate investment space.
Listen in!
Key Highlights:
[00:01 - 06:39] How has Excelsior grown?
* Jared Arnold shares that he is the COO of Excelsior Capital and has been with the company…
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Dec 9, 2022
A Deeper Look at Deglobalization & How We Got Here
In this episode, Brian discusses the potential for increased global risk and instability, as well as the potential effects on economies in developing countries. He also points out that the financial system is vulnerable to external factors and that military spending will increase as a result. He concludes by recommending that listeners join an affinity peer-to-peer network of industry professionals in order to gain access to exclusive investment opportunities.
Listen in!
Key Highlights:
[00:01 - 08:51] What is De-Globalization?
* There is a big debate over whether or not the world is de-globalizing
* How global competition drove down pricing
* Why nobody takes Russia, Iran, and China seriously
[08:52 - 10:45] The Current Situation
* How the United States has lost power and leverage in the international community due to its inward focus and lack of engagement in global affairs
* How this has led to declines in trade, investment, cross-border flows, and multinationa…
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Dec 7, 2022
The Changing Landscape of Global Wealth
Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.
Listen in!
Key Highlights:
[00:01 - 19:06] How Multi-Family Office Platforms Grow Rapidly
* Jamie discusses about the overall market
* There is a category of multifamily offices called "commercial multi-family office," which refers to firms that have never had a first family but serve higher, larger families
* These firms have grown tremendously in the past few years, and many are now seeking larger, more complex clients
[19:07 - 23:59] What to ask when interviewing a multifamily office
* Private equity firms typically rotate capital within a business unit for five to eight years, and there is a misalignment of interest between the capital sponsor and employees or clients
* The traditional 10-year term is problematic, and how younger principles are considering their own transition to commercial multi-family offices
* Interest rates on debt financing…
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Dec 5, 2022
Best Practices for Managing Conflict in Family Offices
Andy Busser is the President of Family Office at Pitcairn, a 100 year-old family office serving more than 100 families around the United States. Andy has been working with wealthy families as a management consultant, private equity investor, and family office executive for more than 20 years and brings a broad range of perspectives to America's leading families of wealth.
Listen in!
Key Highlights:
[00:01 - 12:51] Conflict in Families: How to Manage It
* Andy discusses the different types of family conflict and how to manage them
* How conflict is inherent within families and can be exacerbated by wrath
* Best practices for managing conflict, including pre-planning, finding a sounding board, and staying calm
[12:52 - 18:04] Tips for Preventing Family Conflict
* Why the best practice for family conflict resolution is to have a mix of internal and external experts
* Having a third party help, such as a therapist or psychologist, can be hugely helpful
* Why it is imp…
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Nov 30, 2022
The Challenges Of Wealth Holders: Facing Judgment and Finding Their Way
Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives.
Listen in!
Key Highlights:
[00:01 - 12:38] What Wealth Counseling is
* It's the personal interface between the individual and their wealth
* Why it’s important being able to take a chunk out of the person who can be around the issue of wealth
* Why there will be a surrounding of advisors where there's a transfer of wealth
[12:54 - 19:46] What are the Common Threads
* Why inheritance, intergenerational wealth transfer and people selling business is a common thread
* Amanda’s basic tenet: Meaning, Purpose, and Structure
* Why we need to be multidimensional
[20:23 - 37:46] Working With Helping Someone
* Why wealth doesn’t define you
* Why it takes a lot of soul searching…
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Nov 28, 2022
Thematic investing: A Transition to Sustainable Energy, Innovation and Smart Transportation with Jim Atkinson
Jim Atkinson is the founder of Guinness Atkinson Funds, and he has been instrumental in developing the company's philosophy and in identifying the core themes of human progress and profound change. For Jim, there has never been a better time to be a human being, and this attitude shines through in everything he does.
Listen in!
Key Highlights:
[00:01 - 12:53] What is Thematic Investing is
* How thematic investing is a legitimate way to invest, despite early criticism
* Since 2000, Jim and his team have invested in Asia, focusing on China specifically
* How China has been a motor for growth, with their strong work ethic, high education levels, and client savings rate
[12:54 - 20:22] How Innovation Became a Mega Trend
* How there are certain people who are against innovation
* How innovation led Jim to launch the Global Innovators Fund
* Why valuation is very important
[20:23 - 41:10] Misconceptions People Have about Innovations
* How innovation…
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Nov 23, 2022
Your Guide to Constructing a Diversified Stock Portfolio in Today's Inflationary Environment with Adam Parker
Adam Parker is the Founder of Trivariate Research, an independent boutique firm that focuses on selling research, data, and services to asset managers, RIAs, and corporations.
Listen in!
Key Highlights:
[00:01 - 05:37] How Wall Street has Changed
* How the market on the street has changed in terms of human capital and skill sets
* Encouraging aspiring street traders to get a degree in statistics or computer science
* Why risk management has become a much more complex issue
[05:38 - 14:56] Small Businesses Can Benefit from Hiring a Boutique Firm
* Boutique firm offers lower fees for experienced professionals to do the work, as opposed to a big five firm which would pay higher fees and get somebody junior on the account
* How risk is misunderstood by many people, and volatility versus permanent loss of capital or value destruction are some of the key points that the author discusses
* A fact pattern that is often seen is when a separately managed account…
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Nov 21, 2022
Is America's Water Infrastructure Falling Apart? With Riggs Eckelberry
Riggs Eckelberry is the Founder and CEO of the innovative water technology company, OriginClear, which is delivering water solutions for industrial customers worldwide. OriginClear has developed and licensed an invention that treats industrial and agricultural waste water with very little energy, and no chemicals. And now, industrial users can treat their water right where they use it, using prepackaged “point of use” water treatment systems that have an amazing life cycle of up to 100 years or more.
Listen in!
Key Highlights:
[00:01 - 09:05] Water Industrial Complex in America
* Why America has more than 150,000 water systems, but the financing to repair their central infrastructure is lacking
* Both enterprises and cities profit from the trend of decentralization with businesses handling their own water treatment
* Why privatizing central water systems has been a disaster in England and Flint, Texas
[09:06 - 20:47] Water on Demand: A Private Investment Option for…
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Nov 18, 2022
Understanding Economic Decoupling and Market Response
This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.
Listen in!
Key Highlights:
[00:01 - 05:15] What the Geopolitical Macro Financial Trends Mean
* Why they are labeled as the killer Ds: Decoupling, De-globalization, Deindustrialization, Depopulation
* How the geopolitical macro financial trends are affecting the US
* How real estate investors need to have a broader perspective in order to be successful
[05:16 - 09:40] Why the US is the World’s Police Officer
* The US has been losing ground in various regions around the world, with Afghanistan being a particularly troublesome example
* The UN and other large international organizations have been less relevant in the current global landscape, as countries such as Russia and China are not afraid of it
* Ian Bremer, a leader in global political risk research, gave a speech discussing the decoupling of the world into multipolar factions
[09:41 - 17:53] Deve…
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Nov 16, 2022
Why Investing in Women Founders Will Give You a Dramatically Better ROI with Sherry Deutschmann
Sherry Deutschmann was the founder of the health revenue cycle company LetterLogic - a company she sold in 2016. in 2019, she launched BrainTrust, a peer-to-peer learning organization for women entrepreneurs to help them grow and scale their businesses.
Listen in!
Key Highlights:
[00:01 - 15:28] Women Entrepreneurs’ Way to Success
* Sherry shares her ‘unlikely’ business success and exit stories
* How networking is only a byproduct of peer-to-peer development
* BrainTrust on promoting accountability, self-moderation, and funding
[15:29 - 28:14] Women Are a Good Bet for Investing in Startups
* Women founders receiving less funding but bigger ROI
* Attracting and retaining members by providing a supportive environment with experts
* Gauging success by members' growth in businesses and achieving their goals
[28:15 - 39:12] Creating an Impact by Giving More
* Women who are passionate about entrepreneurship and helping others grow…
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Nov 14, 2022
Make Money Strategically in the Rare Earth Market with Louis O Connor
Louis O Connor is the Founder of Strategic Metals Invest, which is currently the only business in the world offering Rare Earths as physical assets to private investors.
Listen in!
Key Highlights:
[00:01 - 12:50] Why Consider Investing in Strategic Metals
* Identifying strategic metals and their use for everyday living
* How China can take advantage of its dominance in rare earth minerals and semiconductors
* Finding safety and security in purchasing and owning rare metals
[12:51 - 24:31] How to Invest in Rare Earth Metals Safely and Securely
* The various ways for exposure to the rare earth metals asset class
* The process of purchasing metals through an intermediary
* Liquidity in strategic metals - storing for future use and sale
[23:32 - 39:30] A Closer Look at the Volatility in Asset Pricing
* A hack on being tax-free by keeping rare metals for 3 to 5 years
* Updates on the performance of each metal
* How the risks associ…
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Nov 9, 2022
Venture Capital & The US Economy: How the Private Markets are Generating More Profit with Teddy Himler
Teddy is a Venture Capital Partner, running a fund at Antler that focuses on what he calls emerging tech ecosystems. He previously was at SoftBank, Comcast Ventures, and Goldman Sachs.
Key Highlights:
[00:01 - 14:16] The Impact of Venture Capital on the US Economy
* VC is responsible for 40% of the workforce and contributes over 80% of R&D spending in the US
* How emerging economies are closer to becoming developed economies through venture capital
* The role of private markets in addressing the shortening of the life of public companies
[14:17 - 39:11] Geographic Arbitrage: Valuations in Emerging Markets
* Teddy shares his insights on success in venture capital and finding GPs
* The regional advantage and how it can be translated into a dominant market position
* How the US economy is the strongest in the world and has the most robust capital markets
[39:12 - 40:28] Closing Segment
Email Teddy Himler via teddy@antler.co and follow him on…
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Nov 7, 2022
The Secret to Longevity Is Not What You Think with Dwayne Clark
Dwayne J. Clark is the Founder and CEO of Aegis Living. With more than 37 years of senior housing experience, Dwayne is nationally known for redefining the industry – from the innovative, programmatic design of senior living communities to novel approaches with employee engagement and retention. Dwayne has long been a pioneer in the fields of wellness and longevity, having overseen the care of more than 60,000 seniors. With his wife Terese, he traveled to over 80 countries exploring different healing modalities – from working with doctors and alternative health specialists to engaging in mind, body, and spirit practices. These discoveries inspired his latest book and Amazon Best Seller, “30 Summers More.”
Listen in!
Key Highlights:
[00:01 - 13:22] Ways to Live a Longer Life - Better Outlook and a Purpose
* How societal expectations about age and mortality can have a negative impact on health
* The role of genetics in longevity and how life choices play a…
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Nov 2, 2022
Understanding Trauma as a Key to Your Financial Behavior with Diana Chambers
Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides. She brings to her work her experience as a third-generation member of a UK business family to which she has added corporate strategic planning and charitable leadership roles. She's also the author of "True Wealth: Letters on Money, Life, and Love" as well as her latest piece "Money Wisdom Unlocked: Understanding Trauma as a Key to Your Financial Behavior".
Key Highlights:
[00:01 - 06:47] Opening Segment
* Welcoming Diana to the show
* Diana talks about understanding trauma as the key to financial behavior
* Our body’s reaction to trauma is the survival instinct
[05:57 - 15:13] Why You Behave The Way You Do
* The three primary sources of trauma:
* Ancestral trauma - passed down from multi-generations
* Collective trauma - happens when a group of people experiences the same traumati…
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Oct 31, 2022
Direct & Co-Investing for Family Offices with Randy Castleman
Randy Castleman advises family offices and institutional investors on their direct investing, fund investing, and fund formation. Years as a family office president, a managing GP of a venture fund, and allocating into privates for a large multifamily office give him a 360-degree view of private direct investing.
Key Highlights:
[00:01 -06:47] Opening Segment
* Introduction to Randy Castleman and how direct investing has changed
* He shares his story of how he got started in family office management
* He was then hired at a large multifamily office to rip and replace their exposure to adventure and growth.
* His job is to work with families to discern their intention in doing deals, building intentional portfolios, and diversification
[06:48 - 16:01] Beyond Being Transactional
* It is essential to be open and honest about non-financial motivations
* Many non-economic motivations don’t show up on questionnaires so it’s important to really ask questions and…
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Oct 26, 2022
Tax Planning Strategies for Real Estate and Family Offices with Ricky Novak and Jarrod Arnold
Ricky Novak is the Co-founder of the Strategic Group. He has spent his career working at the intersection of real estate, tax, and private equity. He works directly with high-net-worth investors & family offices and is the trusted advisor to these clients. His expertise focuses on real estate private equity, tax-deferred 1031 exchanges, Delaware statutory trust (DSTS), tax-deferred opportunity zone funds, and numerous federal and state-sponsored tax mitigation strategies.
Joining us today as Co-host is Jarrod Arnold, CPA, Jarrod is the COO at Excelsior Capital, where he oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations. Before joining the company, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. Jarrod began his career at BDO in a similar capacity and is a Certified Public Accountant in the state of Tennessee.
Key Highlights:
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Oct 24, 2022
EarnDLT and How It Makes Accessing Private Blockchains Efficient with Aaron Lohmann
Aaron Lohmann has over 15 years of experience in executive management with a focus on real estate development. He has led several successful organizations and is currently engaged in leadership and business development roles for companies involved in real estate development and finance.
Key Highlights:
[00:01 -06:47] Blockchain for Businesses
* What problem is blockchain solving within the real estate ecosystem?
* Allowing a level of transparency and control that’s hasn’t existed before the system
* Help things be more efficient
* Aaron talks about EarnDLT and how it makes accessing private blockchains efficient
* Make data portable and monetize it
* More streamlined process in representing loan inventory
.[06:48 - 13:12] Laws and Regulation
* The adoption of blockchain takes a little longer in heavily regulated industries
* Business purpose lending has fewer regulations
* Regulations apply whenever there is a security issue
* The two biggest challenges…
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Oct 19, 2022
Keeping up with Innovation in Real Estate with Nish Patel
Nish Patel has a background in real estate investment banking, management consulting, and machine-learning-driven applications to emerging asset classes. Throughout his career, Nish has been involved in the investment and financing of over $2 billion in transactions across product types. Nish currently sits on the Board of Directors for companies collectively valued at over $600m.
Key Highlights:
[00:01 - 09:37] How Proptech is Changing The Real Estate Industry
* Proptech is a technology used by real estate experts to optimize the way people buy, sell, research, market, and manage a property.
* The two most recent significant changes in the real estate market are Institutional ownership and the COVID pandemic in terms of valuation
* Some models have pressure from interest rate risk from a macro perspective:
* Those that rely on the value of the real estate
* Those that rely on transaction fees
* Owners tend to gravitate towards assets that:
* Automate function…
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Oct 17, 2022
Shaping The Future of The Internet with Jay Steinback
Jay Steinback is the Co-Founder, CEO, and visionary of yWhales, aiming to drive communities globally to implement, innovate, and lead the next evolution of the internet. He founded yWhales at the behest of hundreds of business professionals around the planet that were eager to learn and invest in the upcoming Web3 transition. Leveraging the YPO network to transition into a Web3 community became a full-time endeavor with Jay adding many staff and Co-Founders along the way.
Key Highlights:
[00:01 -13:41] Cryptocurrency: Money, Trust and Regulation
* There are resources available online but there’s no solid guidance
* A lot of business professionals are to learn and invest
* The lack of answers fueled Jay to research and study, leading to the birth of yWhales
* Jay prefers not to be on social media but focuses on the community that helps and nurtures potential clients
* Know your customer to understand how you can help them with their needs
*
[13:42 - 19:31] Building…
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Oct 12, 2022
How to Make Data-Driven Investment Decisions Through AI with Brad Zapp
Brad Zapp’s mission is to invest in underrepresented founders and teams in underrepresented geographies. He is a co-founder and managing partner of Connetic Ventures, a Covington, Kentucky-based VC firm that has built a machine learning model that allows them to make data-driven investment decisions.
Key Highlights:
[00:01 - 09:53] Cash is King
* The affluent have different alternative investment options but these are not easily accessible to the general public
* A stable annual return from the stock market is not enough to cover life’s daily demands
* There are good investment options if you have a cash liquidity
[09:54 - 20:53] The Most Important Asset
* Interval funds have been around for a while but aren’t widely used
* Real estate and fixed incomes are registered as venture capital interval funds
* Brad explains what Foundernomics is
* Psychological measures are one of the most obtainable types of data that can be obtained in an early-stage company
*…
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Oct 10, 2022
Building Strong and Authentic Relationships in Business with Billy Brown of The Golf Sanctuary
Billy Brown is the Founder and CEO of The Golf Sanctuary, Founder of The Investors Capital Group, Entrepreneur, Amazon Best Selling Author-Success Habits of Super Achievers", Syndicator, Investor, Strategist, and Co-Host of a private investors club.
Key Highlights:
[00:01 -11:35] What’s Going On in the Real Estate Market Now
* How recession will impact the debt market
* There will be good buying opportunities in the next three to six months for commercial properties regardless of the rising interest rate
* Seeing things from a macro-view helps with coming up with logical decisions amidst the crisis
[11:36 - 22:54] Business is All About Relationships
* Billy talks about Bridge Loan
* Business is adding value where needed. That’s how you can create a network
* Creating a vibrant private investor community
* Real estate is a small world. It is important to cultivate relationships and avoid being transactional
* People prefer to do business with people the…
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Oct 5, 2022
Private Equity is Taking Over the World with Sean Mooney
Sean Mooney is the founder and CEO of BluWave, an intelligent marketplace trusted by more than 500 of the world's top private equity firms. BluWave connects businesses with third-party resources they need for due diligence, value creation, and preparing for sale. Sean Founded BluWave as a solution to a problem he faced every day while in the private equity industry for nearly 20 years.
Key Highlights:
[00:01 - 15:08] Family Offices Enter the Private Equity Space
* Private equity firms and family offices are starting to meet in the middle
* Blu Wave has seen an increase in clients looking for ways to invest directly
[15:08 - 22:53] Private Equity Funds Struggle to Find Quality Assets
* Red flags that indicate a potential problem in a direct investment
* The private equity ecosystem is becoming more accessible to a broader pool of investors
[22:53 - 29:58] Embracing Technology To Address Labor Shortages
* There is the pressure of inflation, labor shortages, and a gener…
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Oct 3, 2022
The Age of Elevated Economics: A Shift to Purpose-Driven Business Model with Richard Steel
Richard Steel is One of Inc Magazine's fastest-growing company CEOs, he has run both private and public companies and advised the White House Business Council. He is an alumnus of Harvard Business School where he serves on the Alumni Board. He chairs a philanthropic fund and is the author of the best-selling book, Elevated Economics.
Key Highlights:
[00:01 - 15:21] Capitalism is in a transitional period
* What is Environmental, Social, Governance (ESG)
* Capitalism is in a period of change; peaking globalization, capitalism, inequality, and the great wealth transfer occurring at the same time.
* Richard’s Book discusses the theory that shareholders as the primary focus of a company have been replaced by a stakeholder-centric focus for business.
* This change is referred to as “the day the shareholders died”.
* Corporate information is becoming more accessible, which pressures business leaders to change their ways.
[15:21 - 23:43] The Age of Elevated Economic…
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Sep 28, 2022
When Life Doesn't Go As Planned with Patrick Lynch
Patrick is an attorney with an MBA who has over 20 years of experience in the non-profit sector, government relations and corporate law. As Chief Development Officer for Global Empowerment Mission, he spearheads all fundraising initiatives for the international disaster relief organization. He has demonstrable results in organizational leadership, public advocacy and fundraising. A native New Englander, he has lived on both coasts of the United States and worked professionally in both the northeast and southeast corners of the country.
Lynch has a law degree from Suffolk University Law School and an MBA from Suffolk University Sawyer Business School. A two-time survivor of childhood cancer, he now serves as a motivational speaker. He is an official TEDx speaker, has spoken at national conferences, and was recognized as a top national fundraiser by the Leukemia & Lymphoma Team in Training program. He is an engaged volunteer and advocate for the Leukemia & Lymphoma Society and “Be The…
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Sep 26, 2022
Helping Affluent Women Navigate the Complexities of Divorce with Olivia Summerhill
Olivia Summerhill is a consultant for ultra-high-net-worth women who need an expert to help them navigate the financial complexities of divorce.
In this episode, Olivia encourages couples to have a frank and open conversation about money and finances before getting married or in a new relationship. She believes that it is important for everyone to understand their relationship with money in order to make sound financial decisions. In addition, Olivia offers advice on how to keep financial problems from becoming marital conflicts
Highlights:
[00:07 - 08:18] Tips for women preparing for a divorce
* The taboo topic of money and divorce is still a barrier to discussing these topics.
* The importance of having a conversation about money before getting married.
* Money is a complex topic and it's important to understand yourself and your relationship around it.
[08:18 - 16:08] A Financial Advisor's Suggested Steps for Individuals in the Midst of a Divorce
* Talking about financ…
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Sep 21, 2022
The Implications of Globalization in The US Economy with Dr. Sri-Kumar
Dr. Sri-Kumar is the President of Sri-Kumar Global Strategies, Inc., a Santa Monica, CA-based global macroeconomic consulting firm that advises multinational investors and sovereign wealth funds.
Key Highlights:
[00:01 -16:30] Economic Globalization: Risks and Trends
* Globalization is alive and stronger than before
* Globalization on investment decisions for the next generation and non-domestic US markets
* Diversify your asset allocation to countries that will benefit from the realignment
* The countries that Komal considers high risk
[16:31 - 30:07] The US Economy’s Inflation Challenge
* Dr. Sri-Kumar predicts the effects of midterm elections on our relationship with China
* The real reason for the high-inflation rate in the US
* Allocating assets in an inflationary environment
* The problem with not using the Consumer Price Index
[30:08 - 37:57] What Could Define The Future of Investing
* The Fed plans to on balance sheet reduction.…
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Sep 19, 2022
Life After The Military: Veteran Entrepreneurship with Derren Burrell
Derren Burrell is a professional money manager with 28 years of experience in both the public and private sectors. Highlights of his active-duty service as an Air Force Financial Manager include managing $15 billion at the Pentagon, $12 billion on the front lines of Iraq & Afghanistan, and finishing up his career in the White House managing the President's communication budget. Now, after 7 years in the financial private sector, he is in the process of capitalizing on his first fund, Veteran Ventures Capital -- an investment firm focused on scaling & growing veteran businesses.
Key Highlights:
[00:01 -07:30] The Transition from Military to Civilian Life
* The challenges veterans face in entrepreneurship
* Equal opportunity for veterans is what pushed Derren to put up Veteran Ventures Capital
* Helping veterans transition from the military to their private lives
.[07:31 - 17:30] Veteran Entrepreneurship
* Traits that make veterans great entrepreneurs
* A s…
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Sep 14, 2022
CEO of the Standing Desk: How a Dallas Entrepreneur Created a Workplace Phenomenon with Jason McCann
Jason McCann is the CEO of Vari. It is his mission to help companies create environments that elevate people. He co-founded VariDesk in 2013, and the brand quickly became synonymous with sit-stand desks. Under his leadership, the company grew at an incredible pace and expanded its product and service offerings significantly, calling for its new, more inclusive name – Vari.
Today, the company has grown into a workspace innovation company that provides everything high-growth businesses need to unlock the potential of their workforce – from a full suite of office furniture to the workspaces themselves, offering space-as-a-service with VariSpace. A multi-tenant campus ideation lab designed to elevate the way businesses approach the office, VariSpace offers first-class amenities, fully furnished offices, and flexible lease terms to enterprise-level clients.
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Key Highlights:
[00:01 - 13:19] Returning to the Office
* Turning a need into an opportun…
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Sep 12, 2022
Insights & Speculations on the Global Housing Market with Liam Bailey
Liam Bailey is the global head of research at Knight Frank, based in London. Liam runs a team providing insight on the world's key property markets.
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Key Highlights:
[00:01 - 15:41] Housing Market Still Supported Despite Pandemic
* Why homeowners should be positive about the longer-term outcome of the market
* Households have built up a lot of money, which can be used in the housing market
* The US housing market has been more affordable since the global financial crisis
[15:42 - 23:14] The Future of Work: Uncertain, but Cities Will Remain a Vital Hub
* The future of cities is positive, with their role as incubators of growth and innovation
* There is a real commitment from people to having fun after the pandemic
* The future of the work/city relationships is a challenge for employers
[23:15 - 47:36] Luxury Home Markets Recovering Despite Lockdowns
* The luxury home market on pandemic-related flight restrictions and lockdo…
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Sep 7, 2022
How Private Businesses Prepare for a Demographic Shift with Greg Romero
Joining us today is Greg Romero, a management consultant and the Founder & Principal of Romero Solutions Group. Greg helps small to mid-sized family businesses ($2-$50mm in revenue) with longer-term planning, specific strategic needs (e.g., profitability, business operating model redesign, growth, exit/transition preparation), and more tactical problem-solving.
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Key Highlights:
[00:01 - 14:54] Private Businesses on Preparing for a Demographic Shift
* Greg discusses his work as a management consultant helping family businesses with their needs
* Having a family therapist in order to avoid intergenerational conflict
* How the shift in demographics created pressure on private businesses to sell
[14:55 - 31:55] Family Business Leaders Should Know Their Options
* Preparing for the transition of family businesses selling or exiting their businesses
* Companies must constantly evolve their mission and goals to keep up with their competitor…
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Sep 5, 2022
Preserve and Grow Your Portfolio Amidst Market Volatility with Kristin Bell
Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client's appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ.
Key Highlights:
[00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market Volatility
* The financial mistake people with large portfolios make
* Protecting y…
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Sep 3, 2022
The Role Of Gold In A Diversified Portfolio with Stephen Flood
Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients. After Stephen received his degree at Portobello Business College in Dublin, Ireland, he began his career in finance. He held financial and trading positions in New York City before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore, where they advise clients on gold and silver purchasing and storage.
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Key Highlights:
[00:01 - 15:55] GoldCore CEO Talks About The Role Of Gold In A Diversified Portfolio
* GoldCore believes that the system will fail and that owning gold can help mitigate this risk
* Stephen discusses being libertarian after becoming…
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Aug 29, 2022
Learning Within a Community to Change Our Perspective on Wealth with Jeff Hays
Jeff Hays has 27 years of experience in the financial industry and was the co-founder of the institutional asset management company Hays Advisory and ran the company until 2019. Following his exit, Jeff launched Tiger 21 in Nashville, a peer-to-peer learning company that caters to ultra-high-net-worth individuals and families.
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Key Highlights:
[00:01 - 17:23] A Wealth Experience Network
* Defining ultra-high-net-worth individuals within the family office space
* Jeff discusses the history of Tiger 21 and its influence on the industry
* Assisting the first generation of wealth creators in their shift to the stay rich business
[17:24 - 31:12] Creating a Safe Space for High-Net-Worth Individuals
* Being vulnerable and open can lead to rewarding and life-changing experiences
* Helping individuals find a new purpose and reinvigorate into life thru the Tiger community
* Contributing to the formation of a 2.0 framework that can lead to success for individuals
[31:…
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Aug 24, 2022
How FinTech is Making Private Investing More Accessible with Dennis Crowley
Dennis Crowley is the President, Private Transactions for Trellis Software, a FinTech platform for the issuance, placement, management, and trading of alternative assets. He is an accomplished Senior Executive and Entrepreneur with nearly 30 years of experience across the technology, services, and security industries. Listen in!
Key Highlights:
[00:01 - 13:59] Sales are About Generosity, not Selfishness
* FinTech is defined as anything that uses modern technology to connect to financial service
* How alternative investment firms are making investments in private securities easier
* The challenges these firms face in providing this service to their clients.
* The alternative term "private investment" is a misnomer because high net worth individuals and families have been investing outside of the public stock market for years.
* Technology has helped make these firms more efficient and allowed them to expand their services to beta customers.
[14:00 - 30:17] Access to Privat…
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Aug 22, 2022
How Organizations are Doing Sales Training Wrong with Tom Noser
Tom Noser is the President and Founder of Fortune’s Path, a multidisciplinary consultancy in product, marketing, and sales. Tom helped grow one of healthcare’s first SaaS companies from 1 million users to over 4 million while quadrupling revenue and achieving a 10x improvement in the stock price. He founded Fortune’s Path to help SaaS companies grow rich by pursuing virtue.
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Key Highlights:
[00:01 - 16:32] Sales are About Generosity, not Selfishness
* Tom shares how his life’s foundation is based on the principles of the 12-step recovery
* Sales are bringing joy to others and are a form of generosity instead of selfishness
* Companies grow rich by pursuing virtue - service is key to success in sales
* Empathy for customers is key to successful sales, not relying on scripts
[16:31 - 31:06] Defining Success and Virtue in Today’s World
* The best salespeople make sales for the sake of it - the hunger for learning and experience
* Money gives us choi…
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Aug 17, 2022
Understanding Behavioral Economics: How to Beat the Market with Jeff Henriksen
Jeff Henriksen is the Founder and CEO of Thorpe Abbotts Capital, a behavioral-focused hedge fund focused on exploiting systematic biases in public markets.
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Key Highlights:
[00:01 - 13:24] Behavioral Finance and the Stock Market
* Human beings are influenced by biases and these can lead to mistakes in investment decisions
* The efficient market hypothesis and why individual investors cannot outperform the market
* Crowd wisdom on making accurate predictions based on the collective knowledge
* How the measure of free cash flow and the discount rate of an evaluation are affected
.[13:25 - 39:06] Beware of Systematic Investor Bias
* The levels of happiness based on gains and losses relative to a reference point
* Risk-seeking behavior has profound implications on markets and security prices
* How revenues and debt levels do not become indicative of distress
* Beware of value trap companies - looking promising but may be eroding rapidly
[39:07 - 41:29]…
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Aug 15, 2022
An In-Depth Interpretation of the Generational Narrative with Chris De Santis
With over 35 years of experience, Chris's philosophy boils down to being a humanist and an optimist. He doesn't believe in the dichotomy of high potential vs. low potential human beings but rather that, in the right circumstances with the right support, resources, and knowledge, everyone is capable of great things.
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Key Highlights:
[00:01 - 15:40] A Deeper Look into Generational Dynamics
* Humans are not designed for the masses but for small groups of people
* Realizing the harm with generational stereotypes - they are more based on perception
* Generations are not destiny - their experiences and upbringing shape who they become
* Generational narratives are not global or universal - they apply to a certain segment
.[15:41 - 30:18] How Boomers Parent Their Millennial Children Differs
* The parenting model differs in each generation, and this creates tension between parents
* Parenting models should be a conversation to have to achieve awareness and res…
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Aug 10, 2022
Grow Your Business with Authenticity with Adam Rosen
Adam Rosen is an entrepreneur that loves to support business owners and share his rollercoaster startup journey to help those on a similar path. From tech founder of an acquired startup to coaching hundreds of entrepreneurs, to traveling the world building his lead generation business where he helps startups get more sales appointments hassle-free.
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Key Highlights:
[01:00 - 09:51] Grow and Sell Your Business
* Do not get your identity wrapped up in your business
* Build your business to be sold from the start
* Business growth is achieved by proper delegation, so you could focus on the more important aspect
[09:52 - 14:20] Build Trust by Being Real
* The difference between marketing and sales is marketing is about generating demand while sales are getting through the finish line
* You don't need to conceal who you really are to market your business. People are more drawn to authenticity and can detect when you're not being real
* Turn your haters to fan…
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Aug 8, 2022
Why Saying No is a Yes to Success with Ryan McCostlin
Ryan is the CEO & Founder of Tailwater Dental, an adjunct professor at Vanderbilt University in Nashville, and he writes publicly online at ryanmccostlin.com. He lives in Nashville with his wife and 3 young children.
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Key Highlights:
[00:01 - 16:43] Tips for Managing Your Time Effectively
* Ryan talks about his experience writing for himself for over a decade and how he started sharing his writings during COVID-19.
* The most effective people spend their time, energy, and effort on what they can actually influence. Ryan encourages listeners to focus on things they can influence rather than things they cannot.
* Spend most of your time on things that are important but not urgent. Parkinson's law states that work expands to fill the time available for its completion.
* Adopting a low-information diet can help focus on the things that matter most. Being mindful of who we are spending our time with can be beneficial.
.[16:44 - 44:26] Quality Time Matters More Tha…
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Aug 3, 2022
Survive and Thrive in The Digital World with Pascal Finette
Pascal is the Co-Founder of be radical, EY’s wavespace Advisory Board Chair, and a member of Pearson’s Digital Advisory Board. Previously he held leadership positions at Google.org, Mozilla, and eBay, built technology startups, and launched a Venture Capital firm. He is the posse leader at TheHeretic.org, and is a general upstart when it comes to creating meaningful change.
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Key Highlights:
[00:01 - 11:42] Do Not Fear Where Technology is Headed
* The Law of Accelerating Returns is the rate of change itself is accelerating.
* It is hard to make predictions of the future. Anyone who says they can has their own agenda
* Technology can be truly transformative when we understand the underlying premise of why things happen
.[11:34 - 23:20] Investment Decisions Amidst Changing Times
* Your next move, whether in business or investment, is guided by your understanding of the fundamentals
* Strong leadership requires discernment and flexibility to shift the bu…
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Aug 1, 2022
Real Estate Investment Sales: Tips from a Broker with AJ Klenk
AJ is a co-founder of Capstone Companies, the US's largest privately owned multifamily brokerage. AJ currently sits on the board of Capstone and leads his development company, Catalyst Capital Partners, which has 14 multifamily projects in various stages.
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Key Highlights:
[00:01 - 10:55] The Wild Ride of Real Estate
* AJ started his career in real estate in 2009 when the market was still recovering from the recession.
* To compete with larger investment sales firms, AJ’s company developed a culture of teamwork and diligence to help them get into the business.
* The multifamily investment sales world has changed over the last 15 years, with more tailwinds than headwinds with the inflation rates.
.[10:56 - 27:20] Starting with the End in Mind
* AJ talks about how he began with the end in mind, considering the ways to give back to the community and be independently wealthy.
* The industry is strong, and the employment industry is strong, making it difficult…
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Jul 25, 2022
How to be Proactive in Today's Market with Mike Prendergast
Mike is a Director at Altfest Personal Wealth Management, helping clients with all aspects of their investment and personal financial planning lives. In addition, he is the Director of the Altfest Dental Practice Group and sits on the firm’s Financial Planning and Healthcare Professionals Committees. Mike regularly advises clients on planning for retirement, structuring investment portfolios, various financial planning areas specific to healthcare professionals, as well as on Social Security, estate planning, and charitable giving. Mike joined Altfest Personal Wealth Management in 2002 and has served in both the financial planning and investment departments. He received his BA in Russian studies from Amherst College and his MBA from the Stern School of Business at New York University. He is a CFP® licensee who graduated from the Pace University Financial Planning program and a member of the National Association of Personal Financial Advisors (NAPFA) and the New York Tax Study Group.…
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Jul 20, 2022
How Alternative Investments Offer True Diversity with Stefan von Imhof
Stefan von Imhof is the co-founder and CEO of Alts. co, the world's largest newsletter community dedicated to alternative investing.
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Key Highlights:
[00:01 - 19:59] Thinking Beyond Outside the Box in Investing
* Stefan von Imhof discusses how he started a newsletter focused on micro SAS and websites in 2020 during a government-imposed lockdown.
* The 60-40 portfolio is a popular stock and bond portfolio advice, but there are many tertiary niche strategies that are not well addressed in the mainstream.
* It is challenging to keep writing every week or whatever your cadence is, but it's worth it if you can find a platform and community that "feels right."
.[20:00 - 36:57] The Power of Newsletters and Strong Communities
* Stefan discusses the company's growth and how they've grown by acquiring other newsletters and websites. One of their biggest growth hacks is micro newsletter acquisitions, which has worked well for them.
* They also mention that asset allo…
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Jul 18, 2022
Franchising is on Fire - FAQs & Insights with Kim Daly
Kim Daly has spent the last 20 years helping people achieve financial freedom by enabling them to find the perfect franchise opportunities. Her skill for matching a client’s background, interests, skills, finances, and life goals to the ideal opportunity has made her one of the top franchise consultants in the country. Today, we are here to gain insights into what can seem like a daunting process - deciding on the perfect franchise to enable you to gain financial freedom.
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Key Highlights:
[00:01 - 12:36] Addressing the Frequently Asked Questions about Franchising
* Kim Daley believes that franchising is a great way to achieve financial freedom and build a legacy.
* While franchising can be a great option for businesses with low fixed costs and predictable, scalable revenue, it is important to find a franchise that is a good fit for the individual owner's skills and personality
* Some industries are better suited than others for franchise ownership, with sales be…
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Jul 13, 2022
How NFTs are On the Way to Capturing Significant Economic Value with Jesse Krieger
Jesse Krieger is the Chief Content Officer of PowerFan.io where he helps authors, artists, and creators leverage NFTs, social tokens, and digital asset strategies. Jesse is also the founder & publisher of Lifestyle Entrepreneurs Press, the "Publisher for the Passionate".
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Key Highlights:
[00:01 - 19:20] NFTs are More than Simply Digital Tokens
* Jesse shares how he had been an entrepreneur in his entire life starting from the music industry to dropshipping, and much more.
* NFTs have their value in fixed form and people may not own a fraction of it. In addition, what’s inside of NFTs can be anything. This space allows for royalty income without the middlemen.
* NFTs are more than simply digital tokens in your wallet - it allows for value-adds and collaboration.
* Jesse discusses how NFTs are similar to internet adoption. Eventually, it will capture more economic value.
.[19:21 - 40:11] Join the NFT Community and Be Informed
* PowerFan.io helps tokenize c…
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Jul 11, 2022
An Inside Look into Sustainable Startups in the Electric Vehicle (EV) Space with Raven Hernandez
Raven Hernandez is the founder of Earth Rides, an all-electric rideshare app. Raven alongside her partner, Peter Smith launched Earth Rides in October 2020 in her hometown of Nashville, Tennessee with a mission to accelerate the adoption of electric vehicles while creating an ecosystem where healthy is cool.
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Key Highlights:
[00:01 - 20:11] How an Ambitious Goal in the Electric Vehicle Space Came into Fruition
* The motivation behind starting Earth Rides is caring for our health and connecting people to clean technology.
* To maintain power and authority in a startup, it takes working with the right people who believe in the mission.
* Raven shares how the company raised the initial capital through connections. The company ended up gaining profit by the sixth month. The company is growing quickly in Nashville and Austin and is looking to expand to other cities.
.[20:12 - 37:05] The Evolution of Technology - The Way to Sustainability
* Raven discusses the (OE…
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Jun 29, 2022
The Focus on Impact of Service to Make a Difference with Harry Allen
Harry Allen is the Co-founder and Chief Relationship Officer of Studio Bank. With a purpose of "empowering creators", Studio Bank launched in June 2018 to become the first new, locally-headquartered bank in Nashville since 2008 and is one of the City's fastest growing companies.
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Key Highlights:
[00:01 - 19:48] When Business and Service Combine, Magic Happens
* Harry's career has focused on combining his financial knowledge and expertise with service to business owners.
* How centralized banking processes can be leads to undeserving the communities and this leads to consumers proving a preference for local banks.
* Studio Bank employs a vertical strategy in all of the sectors that make up Nashville's economy, including music, arts and entertainment, nonprofit and education banking, and professional services.
.[19:49 - 29:40] New Bank Launches in Nashville to Fill the Void Left by Exits
* Harry discusses how Nashville was able to benefit from the growth of…
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Jun 27, 2022
Continuing the Arc of Growth in Business with Growth Capital with Josh Tanzer and Gabor Vari
Josh Tanzer is a managing partner of Principia Growth, a growth capital firm based in Los Angeles and New York focused on late-stage private technology investments. Josh is a 25-year veteran of Silicon Valley and growth capital having arranged and invested in over 160 late-stage financings totaling over $6.5 billion.
Gabor Vari, MD is an experienced CEO, investor, and Board Member. He is currently an Entrepreneur In Residence at Principia Growth and sources investment targets, performs industry and company research and diligence, and attends investment committee meetings.
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Key Highlights:
[00:01 - 14:41] Growth Capital to Continue the Arc of Growth of the Business
* Growth capital is equity capital that goes into a business to continue its growth. It differentiates itself from venture capital by taking a controlling stake in the company.
* Growth capital is all about providing funds to continue the arc of growth of the business.
* Principia has a deal-by-deal f…
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Jun 22, 2022
The Opportunities within Blockchain Ecosystems and Staking Services with Wilson Patton and Daniel Maren
In this episode, Brian welcomes guests Wilson Patton and Daniel Maren. They are the co-founders of Long Run Capital. Tune in as they discuss blockchain and investment opportunities and tackle how blockchain computers are doing for assets with the internet for information.
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Key Highlights:
[00:01 - 12:33] How the Blockchain Ecosystem Provides Improved Time and Cost Efficiency
* Blockchain is a computer system that can make strong commitments and is not subject to manipulation by any one individual. The movement of cash on a domestic and global basis is an easy example of how blockchain could be used in the financial services sphere.
* The ability to move cash globally is important, and blockchain is a key technology for making this possible.
* The blockchain ecosystem is evolving, and there is a lot of noise in the space. However, there are legitimate businesses that are being built on the technology.
.[12:34 - 30:27] Blockchain Ecosystem Driving Improved Cost E…
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Jun 20, 2022
How to Successfully Navigate Multi-Generations in Business with Reg Athwal
Reg Athwal is building family business legacies, has personally advised 201 family businesses to date from 1st to 12th generation, and educated 30,000 in 65 countries via private programs and speeches. He's a Best-Selling Author with the new release of book #7 called The Family Business Messenger.
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Key Highlights:
[00:01 - 14:56] How to Increase Engagement and Effectiveness in Presentations
* Reg's journey into presenting began when he became the youngest president of the professional speakers association in the UK.
* There is a lot of prep work that goes into doing live presentations, including understanding the audience. A lesson learned from doing many talks is that there is a "learning curve" for speakers.
* Understanding the audience is important, and stories are a powerful way to connect with people. There needs to be substance behind a speaker's message in order for it to be effective.
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[14:57 - 36:31] The Trend Towards Meaning Beyond Money in Family Off…
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Jun 15, 2022
Cryptocurrency Investing: The Great Hedge Against Inflation with Jeff Sekinger
Jeff Sekinger is a Miami-based entrepreneur that co-founded multiple successful digital asset hedge funds as well as a financial consulting company named Zero Percent.
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Key Highlights:
[00:01 - 11:41] How Cryptocurrency, Blockchain, and Digital Currency Interact
* Jeff's involvement with the crypto world began in 2013, sold in 2014, and back into it by 2017 as he worked as a financial consultant for a major US bank. At this time, Bitcoin was experiencing a bull market.
* In 2019, Jeff started to take crypto more seriously and began investing in the asset class full-time.
* Because of its black market origins, Bitcoin has been portrayed as a fraudulent and dangerous investment.
* Blockchain technology is a big deal and cryptocurrencies like Bitcoin are just the beginning. Blockchain is the underlying technology for Bitcoin and other cryptocurrencies.
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[11:42 - 32:39] The Warren Buffet Methodology - Do Not Lose Money Permanently
* Bitcoin is an asset that is…
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Jun 13, 2022
Success Made Simple - On Stock Trading and Alternative Investing with Jerremy Newsome
Jerremy Alexander Newsome is on a mission to enrich lives with mentally liberating education. Since the age of seven, he has been fascinated with investing and growth and even convinced his father to match his investment deposit for some Apple stock back in 1995, which would be worth $14,000,000. His passion for helping others enrich their lives through investing led him to found Real Life Trading in 2014. This starting point has allowed him to assist and enrich tens of thousands of lives while also growing the company organically to a seven-figure business.
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Key Highlights:
[00:01 - 09:38] Making the Mental Shift to Step into Stock Trading
* Jerremy shares how watching Forrest Gump caused the paradigm shift.
* He learned about investment from his father and then stepped on the journey to becoming financially independent.
* He switched his degree to finance after deciding to follow the road his dad had advised.
* His first experience of earning more money in s…
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Jun 8, 2022
Alternative Investments: Are You Riding the Wave or Facing the Risk? with Keith Black
Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director and Program Director, at FDP Institute. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments, and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.
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Key Highlights:
[00:01 - 09:30] The Shrinkage of the Number of Public Companies
* The market for special purpose acquisition companies (SPACs) has exploded in recent years, with a record n…
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Jun 6, 2022
Navigating the Exit - Tips to Sell Your Business with Jeff Getty
Jeff Getty is the Managing Director of Key’s Family Wealth Consulting Team. He has over 25 years of experience working with entrepreneurs, business owners, and executives designing and implementing sophisticated, and innovative asset protection, tax reduction, and estate planning strategies. Additionally, over the past decade, Jeff has more than $8 billion in transactional experience in private offerings of equity and debt, mergers and acquisitions, reorganizations, and spin-offs for closely-held and family-owned businesses.
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Key Highlights:
[00:01 - 09:30] Jeff Getty’s Insights on Business, Taxes, and Generational Shift
* Jeff Getty discusses Key’s Family Wealth Consulting Team and the busy year they had in 2021.
* He shares how he believes that there will be a tax change in the next few years, which will cause the sunset provisions to kick in and increase taxes for businesses.
* The biggest mistakes business owners make when selling their businesses ar…
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Jun 1, 2022
Growth and Brewing Competition within Sports Management with Andrew Douglas Appleby
Andrew Douglas Appleby is an experienced sports executive with over 36 years of working at the highest level. He is the chairman and CEO of General Sports Entertainment and the founder of AppleTree Advisory. He has more than 31 years of sales, marketing, and management experience.
Listen in!
Key Highlights:
[00:01 - 12:41] Andy Appleby on Finding Success in the Sports Realm
* Andrew recognized that the sales side of sports was objective and that hard work would lead to success. After two championships with the Detroit Pistons, Appleby left to start his own company.
* Andrew discusses how he got his start in business, starting with a small company that he bought and then went on to create two more successful businesses
* Recognize the challenges of owning a sports team, which is a very demanding and time-consuming endeavor, the importance of a good team, and how it is important to stay true to your values and goals.
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[12:42 - 37:24] China's Goal: Take Over the World…
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May 30, 2022
China's Powerful Economy, Leadership Strategy, and Territorial Conquest with Will Crampton
Will Crampton sailed across the Atlantic when he was 18, and then flew across the Pacific as an exchange student to China in 1986. He has had a long career in tech, business, and language education since then, focused on the US, Asia, and China markets as an expat businessman in Asia for 20 years. Will set up the largest tech training company in Tennessee in the 1990s.
Listen in!
Key Highlights:
[00:01 - 08:02] How China's New Leader Drives a More Complacent, Quiet China
* Will and Brian discuss how the recent Winter Olympic games have been covered and how they relate to geopolitics around US-China relations. They also discuss how Panda Deng Xiaoping, Jiang Zemin, and Xi Jinping's model of Maoism relate to one another.
* There has been a dramatic change in tone from China, which is now seen as a position of strength.
* Although communism remains unpopular among many people, it is still an important part of Chinese history.
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[08:03 - 28:43] China's Goal: Take Over the World…
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May 25, 2022
Go Beyond Marketing and Create a Better Customer Experience with Ashley Kent
Ashley is the Founder of Clear Start Creative. Joining a startup as the first hire, she had the opportunity to experience first-hand what it is like to build a company from the ground up and how frustrating it can be to try and run a company while also trying to do a million things well.
She launched Clear Start Creative in March 2018 as a creative solution for smaller teams that need additional help reaching their marketing and sales goals. Since then, Ashley has helped over 15 companies with their branding and digital marketing needs by developing and launching integrated marketing strategies unique to each business and their goals.
Listen in!
Key Highlights:
[00:01 - 06:19] The Power of Networking - Start-ups and Marketing
* Ashley Kent's first job out of college was working on a coffee networking deal, and she met Brian through this experience.
* She got hired on the spot and started working on product design, sales, and accounting.
* She saw a hole in the market for mar…
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May 23, 2022
Tackling Trends in Accounting and Workforce Shortage with John Bly
John Bly, the South Atlantic Regional Managing Partner of Aprio, is a frequently requested global speaker and author of "Cracking the Code: An Entrepreneur's Guide to Growing Your Business Through Mergers and Acquisitions for Pennies on the Dollar." John also serves as host of The Aprio Advisory podcast, helping listeners tackle the issues that keep business owners awake at night.
Listen in!
Key Highlights:
[00:01 - 10:47] How COVID-19 Impacted the Workforce Over the Years
* The ups and downs of COVID-19 may have been unpredictable, but clients surely have stronger 2021s compared to 2020s.
* Moving forward, people can have better years but the rising inflation cost and work shortage stir up fear and uncertainties.
* Learning remote work is essential especially in the current status moving forward.
* With how the world is changing in the last two years, the impact on the workforce is notably negative on a larger scale. However, because of the inflation, business owners need…
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May 18, 2022
Life-Changing Innovations in the Space Industry with Daniel Kleinmann
Daniel Kleinmann is an early-stage venture investor at the Explorer 1 Fund. He invests in companies that are fundamental to the success of the new space economy.
Listen in!
Key Highlights:
[00:01 - 17:14] Get to Know the Space Industry
The first wave of the space economy was started in 2017 when SpaceX achieved reusability with its launch vehicles. This opened up the doors to send more assets into space, which has resulted in experts believing there will be 150,000 satellites in orbit by the year 2057.
The second wave of the space economy is focused on building infrastructure and orbit to support all the volume of satellites and assets up there. This includes developing refueling hubs for satellites, data relay systems, and moving things around in space.
Daniel discusses timelines and points out that there are already some investments in place, as well as opportunities for new investment in space infrastructure and applications.
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[17:15 - 26:39] Insider Updates and Space…
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May 16, 2022
Collaboration and Infrastructure within the Sports & Entertainment Industry with John Loar
John Loar is responsible for all day-to-day business operations of MCB. He has 30 years of experience in the real estate development, sports and entertainment fields. He led the acquisition efforts on behalf of investment groups for two Major League Baseball franchises and executed both the acquisition and sale of the Seattle Seahawks. Loar served as Vice President of Blackhawk Corporation, one of the country’s largest residential and commercial real estate developers.
Listen in!
Key Highlights:
[00:01 - 12:21] Developing Spaces for the Glory of Sports
John Loar is the managing director at Music City Baseball, responsible for all the day-to-day business operations at the company.
Nashville is a good location for a sports and entertainment complex because it has a high demand for tourist attractions and its economy is growing.
It is possible to have a variety of opportunities to participate in sports, and you want to look at a covered condition facility where you can accommoda…
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May 11, 2022
An Inside Look at Asset Management in Today's Environment with Louis Frank
What does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Join us as my guest, Louis Frank, and I discuss in-depth aspects of financial management such as access to deal flow, the process of vetting investments, and the difficulties that come with operating private equity portfolios.
Listen in!
Key Highlights:
[00:01 - 10:07] Navigating the Waters of the Finance Industry
Louis Frank is responsible for managing the LotusGroup Alternative Asset Platform, which involves strategy design, manager due diligence, and portfolio management.
The mindset of battle alternatives has changed over the last few decades, as advisors have become more aware of the risks involved in traditional fixed-income investments.
When choosing where to invest, understand the space and look at the companies themselves. It is important to have a good team in place that can help you navigate these waters…
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May 9, 2022
An Outlook on Private Wealth and Family Office Trends with Kelly Emerine and Matt Watkins
To evaluate whether a family office is a realistic option, you must first understand what a family office is, the fees associated with it, and the many types of family offices available. It's also critical to ask and respond to specific questions that might help clarify goals and aid in the decision-making process. Our episode today is dedicated to exploring these topics as we are joined by guest experts Kelly Emerine and Matt Watkins from ARGI, a firm that specializes in financial planning and investment management.
Kelly Emerine joined ARGI in 2017, and she currently leads the Business Development and Relationship Management efforts for ARGI’s Multi-Family Office team. Prior to joining ARGI, Kelly worked in new construction and commercial real estate, as well as owned several small businesses. Kelly is a graduate of the University of Kentucky where she earned a Bachelor’s degree in English Education. She also holds her Series 65 license. Kelly is past-President of the Elizabet…
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May 4, 2022
New Disruptors in Family Office with Bobby Stover, EY
In today's episode, we're discussing the growth of the family office industry and how its capital-centric approach has helped fuel its popularity. The family office has evolved into an industry on its own, with its own assets and rules that differ from those of public companies. As the world's economy shifts back towards private enterprise, the family office will continue to be a popular choice for families looking to protect their wealth and invest in their future.
Join us as we tackle the ins and outs as well as the new disruptors in family office you have to know. Listen in!
Key Highlights:
[00:01 - 10:07] Growth of the Family Office Industry
Bobby Stover is a partner at Ernst & Young, LLC and he is responsible for helping family businesses protect and grow their investments. He has spent over 27 years in public accounting supporting these businesses.
The growth of this industry can be attributed to a few reasons - (1) an increase in family offices and their role in society, (2…
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May 2, 2022
Providing the Best Experience through Client Communication - Donna McGovern
In today's episode, we'll be discussing one of the most important aspects of lifestyle management: client communication. As a lifestyle manager, it's essential that you have a clear understanding of your clients' expectations so that you can deliver on them in a way that's both satisfying and memorable. We'll be discussing ways to ensure that you're always communicating with your clients in a meaningful way while keeping them informed of your progress and ensuring that they're happy with the services that you're providing.
Join us as we discuss client communication and how it plays an essential role in ensuring that your clients are always satisfied with your services. Listen in!
Key Highlights:
[00:01 - 10:49] Fabulously Effortless Shows and Events
Donna McGovern discusses her work as a luxury lifestyle manager, which includes arranging travel, entertainment experiences, and other events for high-net-worth individuals.
Donna recalls working with clowns for a parade and how they r…
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Apr 25, 2022
Do Your Good and Give Away Money Effectively with Sybil Ackerman-Munson
Are interesting in donating, but you’re not sure how to choose an organization that is aligned with your values and what you’re passionate about? In today’s episode, we have a great conversation with Sybil Ackerman-Munson, a Philanthropic Consultant with over 20 years of experience as a nonprofit professional and foundation advisor. She will share with us her journey working with donors and nonprofits to help them be more effective and efficient in their giving. Sybil also discloses how people can donate, make the most impactful donation possible, and the key things donors should be looking at when evaluating nonprofits. Her mission is to make sure that everyone involved in a donation has the best chance of achieving their goals.
Let’s dig into giving away money effectively!
Key Highlights:
[00:01 - 08:02] Open Segment
Why it's important to focus on what you care about rather than worrying about what you should be doing
Sybil explains why Impact investing is a way to mak…
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Apr 21, 2022
Your Total Wealth: The Heart and Soul of Financial Literacy
If someone asks you what wealth means for you, what would your response be? The first thing people always associate this term with is money, however, wealth can also be translated into freedom, opportunities, and security. Our amazing guests, David Dubofsky and Lyle Sussman, the authors of Your Total Wealth: The Heart and Soul of Financial Literacy will show us the real meaning behind the wealth word. They will also discuss how the book is organized and why financial literacy is essential to achieving success and financial independence. Tune in and learn more about the heart and soul of financial literacy!
Key Highlights:
[00:01 - 08:49] Open Segment
David and Lyle share their background and work
Why they decided to write Your Total Wealth: The Heart and Soul of Financial Literacy
What you should know about personal finance and well-being
[08:50 - 20:14] Financial and Life Literacy is Vital
David and Lyle recommend people to read Think and Grow Rich
Financial literacy can b…
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Apr 19, 2022
How to Better Serve Young Entrepreneurs with Brien Biondi
The world of entrepreneurship is one that most people are interested in, however, oftentimes they don’t know where to begin, especially when you are a younger entrepreneurs. Don’t worry about it anymore, our amazing guest, Brien Biondi, the CEO of The Institute for Private Investors & Campden Wealth - Family Business/ Family Office & Investment Education, will share with us about making the decision to staring his own company and how YPO (Young Entrepreneurs' Organization) had a great impact on his entrepreneurship career and allowed him to create incredible connections across the world. You don’t want to miss this episode!
Key Highlights:
[00:06 - 07:36] Open Segment
Brian shares his background and work
How Institute For Private Investors (IPI) helps individuals access opportunities in the private equity market
Brian’s thoughts about entrepreneurship during the late 1990s
[07:37 - 15:40] Be Careful When Recruiting Members
Methods Brian used to grow the company to 70…
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Apr 13, 2022
Asset Preservation and Asset Protection through Real Estate with Arthur Drozd
In an unstable market, a war, and a pandemic, it's understandable that the economy would be severely impacted. Inflation might wipe out most of what you've worked so hard for.
It is important that we ensure that our financial assets are safe and secure and that they are available to you and your heirs. In today’s episode, our guest expert, Arthur Drozd is the Managing Director of a real estate investment firm, SDS Realty Corp, and the Founder of commercial lending aggregator, ReadyLendGo talks us through his assessment of the economy based on history and experience, and the best asset class to invest in to win against inflation. Let’s get right into it.
[00:01 - 14:30] Opening Segment
* Arthur talks about his experience growing up in the Soviet Union
* A soldier in a communist country
[14:34 - 37:20] Successful Investors Learn From History
* Protect your asset through real estate
* How Arthur started in the commercial real estate business
* The effect of tec…
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Apr 13, 2022
Real Estate Isn’t for Everyone With Stewart Heath
Learning from his past mistakes and applying what he's learned to further his objectives is what helped Stewart Heath, a passionate entrepreneur, and leader with over 35 years of experience transforming organizations into efficient operations with a path to profitability achieved his success today.
Stewart found interest in his career at an early age while watching his CPA father produce business success for clients. In 1985, Heath graduated from Auburn University with a degree in Accounting. Since then, he has held multiple C-Level positions. In 2011, Stewart Heath founded Harvard Grace Corporation where he and his team provide business advisory services specializing in financial and operational fractional C-Level engagements.
Heath has been a real estate investor for more than 20 years. His experience includes commercial and multi-family development, construction, management, and investing. Heath learned many lessons on the best practices of holding and operating real estate du…
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Apr 6, 2022
Cybersecurity and Workplace Safety with David Kakish
As employees are gradually returning to the workplace, so are the cyberattacks becoming imminent putting the companies at a greater risk. Establishing cybersecurity with a service provider you can trust takes away the headaches of having to deal with data breaches which may cost the company much more than the cost of cybersecurity.
David Kakish, the President and CEO of RIA Workspace joins us today to talk about cybersecurity, the best practices we could do at our workplace, and how to evaluate a service provider and combat cyberattacks. He is an author, a successful entrepreneur, and an advocate for better, more secure IT. Plus, a gift from David, a free cybersecurity checklist!
[00:01 - 04:40] Opening Segment
* Welcoming David to the show
* Registered Investment Advisor (RIA) defined
* Download David’s free cybersecurity checklist
[04:41 - 30:45] Keep Your Workplace Safe
* The cost of cybersecurity
* When is it time to hire an IT security
* Essential Questi…
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Apr 4, 2022
What It's Really Like To Be A Woman In Real Estate with AdaPia Derrico
Women may have what it takes to succeed in the real estate industry but there will always be the curse of inequality that they will need to deal with. AdaPia Derrico, a Principal and the VP of Strategy at Alpha Investing, a private capital network that connects investors to real estate investment opportunities shares the challenges women face in investing, how she overcame the challenges, and how looking inward to see outward is one secret recipe to her success.
AdaPia is a visionary leader, entrepreneur, investor, and powerful keynote speaker who is passionate about empowerment, from spiritual to financial. Let’s get right to it!
[00:01 - 15:01] Opening Segment
* Welcoming AdaPia to the show
* Adapia on why there are few women professionals in commercial real estate
* Why women are better investors
* Why is it still taboo for women to earn more money
[15:16 - 35:38] Real Estate Crowdfunding: A new path for investors
* How she got into crowdfunding real estate
*…
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Mar 30, 2022
Post-Pandemic Hospitality Strategy with Sunny Desai
The COVID-19 pandemic caused significant business disruption around the world, especially on travel and tourism. Sunny Desai is the Founder and CEO of Mississippi-based Desai Companies, joins us today to talk about how his success in the hospitality industry, the strategy that keeps them going and expanding amidst the pandemic.
Desai Companies is a holding company with focuses on the real estate, construction, and e-commerce industries. Their primary business is Desai Hotel Group, a vertically integrated hotel company.
[00:01 - 07:41] Opening Segment
* Welcoming Sunny to the show
* Dealing with challenges in the hotel industry
* Managing the workforce efficiently through the Virtual Team
[07:42 - 28:16] Strategic Management of the Hospitality Industry
* Why his family left India: Difference in work ethic and culture
* Leveraging on your current asset for growth
* The common misconceptions about the hotel industry
* The impact of the COVID-19 pandemic and its lastin…
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Mar 28, 2022
Should You Invest in Farmland with Chris Chard
With the COVID-19 pandemic and increased market volatility, investors are now forced to look for assets that will be resilient throughout the economic cycle. Farmland is gaining more recognition as an attractive asset class and we are joined today by Chris Chard, an Investment Manager at Sower Farmland to discuss why you should invest in agricultural farmland assets.
Chris has a background in Investment Sales and Agriculture. After graduating from business school he has focused for over 25 years on helping Advisors and Institutional Investors become more diversified and successful with their investments. Let’s get right to it.
[00:01 - 13:23] Opening Segment
* Welcoming Chris to the show
* From investment advisor to agricultural investor
[13:24 - 30:11] Things You Should Know Before Investing in Farmland
* The impact of technology on farmland investment
* Farmland’s resilience in the pandemic and recession
* Chris talks about the yield component of the investment…
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Mar 23, 2022
NFTs: The Future of Art with Nicole Sales
The art world is ever-changing, yet we’ve never seen so much progress in any industry within such a short period of time. We are joined today by Nicole Sales, the Business Director of Digital Art Sales at Christie’s sharing with us how NFT and blockchain technology are changing the art world and providing new ways of thinking about the exchange of value in the art space.
Nicole is responsible for the business strategy and operations of Christie’s NFT program. She joined Christie’s in 2012 and has held various positions, primarily within the 20th and 21st Century Art departments. Nicole holds an MBA from Columbia Business School and BA in Art History and Economics from Duke University.
[00:01 - 10:07 ] Opening Segment
* Welcoming Nicole to the show
* 2022 Art Basel in Miami
[10:08 - 32:46] The Shift of Traditional Modern Art Space to NFT
* New clients' demographics and their business impact
* Managing crypto space vulnerabilities
* On-chain-off-chain custody e…
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Mar 16, 2022
How Next-Gen is Shaping Philanthropy with Sharna Goldseker
Younger generations of philanthropists are moving in a different direction in this new era of philanthropy reshaping the philanthropic world as. we know it.
We are joined today by Sharna who is today’s leading expert on multigenerational and next-generation philanthropy and—as a next-gen donor herself—offers a trusted insider’s perspective. As founder of 21/64, a nonprofit practice serving next-gen and multigenerational philanthropic families, Sharna has developed the industry’s gold-standard tools for transforming how families who give will define their values, collaborate, and govern in the decades ahead. She has been a leading and consistent presence in the philanthropic field for two decades and is known for her quiet gravitas and insight. Today, prominent nonprofits, philanthropic networks, and foundations look to Sharna for her expertise in training, facilitation, and as a keynote speaker, regarding next-generation engagement and multigenerational advising.
[00:01 - 0…
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Mar 9, 2022
Scale Your Business Faster Through Blitzscaling With Chris Yeh
If you’re growing rapidly way faster than your competitors that it makes you feel uneasy, you might be blitzscaling! What is this strategy and how could you incorporate it into your business?
Join us today as Chris Yeh, the co-author (with Reid Hoffman) of Blitzscaling, and the co-founder of Blitzscaling Ventures and the Blitzscaling Academy talks us through how this strategy can help you achieve your goal much faster yet still being efficient. Let’s get right to it!
[00:01 - 03:00 ] Opening Segment
* Welcoming Chris to the show
* Blitzscaling explained
[03:02 - 41:10] The Power of Blitzscaling
* 3 ways to measure scaling (Users and Customers, Revenues, Employees
* The challenges of scaling fast
* Blitzscaling: A temporary strategy
* Looking at Meta (Facebook) Business Model
* The company culture’s role in scaling
* 2 things to consider when valuing a blizscaling company
* Is there still value in being a public company
* Chris top 2 interesting places t…
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Mar 2, 2022
The Value of Family Office and Do You Need One with Frazer C. Rice
Wealthy families have a lot of complexities to deal with. There is a seemingly endless amount to organize, direct, and plan ahead for across their assets, activities, relationships, and many other aspects of their lives, especially for families who want to develop a large and thriving family business that will last for generations.
Frazer Rice, the Regional Director at Pendleton Square Trust, Author and Podcast Host of "Wealth Actually” discusses how the family office helps manage these complexities, the basic things you need to know, how to assess if you need a family office service and so much more!
[00:01 - 10:57 ] Opening Segment
* Pendleton and its role in tax from a business, family, and private trust company perspective
* Pendleton trust services explained
* Private Trust versus Corporate Trust company
[11:31 - 21:06 ] Family Office: Purpose, Benefits, and Services
* Zero Income Tax Capability & Asset Protection
* When do you need a family office
* Que…
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Feb 23, 2022
Creating And Preserving Wealth That Lasts Through Generations with Nike Anani
How do you run a successful family business, preserve it and create wealth that will last from generation to generation?
We are joined today by Nike Anani a Speaker, Author and Legacy Planning Consultant for family firms. She will walk us through the things that need to be considered when putting up a family business, especially in a country like Nigeria where discussing family wealth is considered taboo.
A co-Founder of African Family Firms, a non-profit community of family businesses, she is passionate about educating entrepreneurs on how to create a lifetime legacy that transcends the family’s wealth but to the community and the entire country. Her work is focused more on creating the formality of building bridges from Africa, to the world, from the world to Africa. Tune in!
[00:01 - 09:24 ] Opening Segment
* On Africa being left out of many global conversations
* Nike’s story and how she got into family firms
[09:49 - 17:42 ] Starting a Successful Family Business…
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Feb 16, 2022
The Future of Precision Atomization Technology with Jack Roberts
Jack Roberts, CEO of OmniSolve, is a visionary and skillful executive who has directed as many as 1,500 employees globally in companies with revenues over $250 million and has built start-ups from the ground floor to profitable businesses. Roberts has led companies through start-up, survival, turnaround, and growth modes, employing his strengths in M&A, business development, and operational excellence.
In this episode Jack dives deep into the atomization technology, how this affects the people, planet, and profit, and the opportunities behind this technology. If it’s the first time you’ve ever heard about this term, then make sure to listen in untilt the end because Jack will walk us through everything you need to know!
[00:01 - 08:33 ] Understanding Atomization Technology
* Jack talks about his background and what led him to OmniSolve
* This technology was originally an R&D project
* Atomization technology is really used to control droplets
* The state of affair…
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Feb 9, 2022
Opportunities in Franchising with Jimmy St Louis
Jimmy St Louis is an accomplished business professional, athlete, and entrepreneur with a 14-year portfolio of success driving strategic planning, business development, and innovative startups. He developed Franchise123 to create a new digital marketplace for entrepreneurs to achieve their dreams of owning their own business.
In this episode, Jimmy dives into the world of franchising where he shares about how he got into this business, how the ecosystem looks like and the opportunities in it, and he also talks about how you can identify if this business is right for you. Jimmy talks about the franchising book he wrote and how this masterpiece is equipping future franchisors the right tools and the basic know-how in order to succeed with the franchising world. All these and more in this episode, so make sure to tune in until the end!
[00:01 - 13:15 ] The Opportunities in Franchising
* Jimmy talks about his background and how he arrived in the franchise business
* Why franchis…
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Feb 2, 2022
Understanding the Trading Game and How to Play it with Christopher Tate
Christopher Tate is the founder of the world's longest running trader mentor program that attracts traders from all over the world, Trading Game Pty Ltd. He is a trading veteran of 30 years and a best selling author of The Art of Trading and The Art of Options Trading in Australia, his brutally honest approach and meticulous pursuit of excellence, ensure that exceptional traders all around the world quote his market comments. Chris has seen all types of markets, traded practically every instrument available, and shown others how to profit from every market condition. He is in constant demand for his keynote speaking skills due to the outrageous success of his presentations for every major share trading exchange in Australia and he definitely has the skills to increase the probability of radically jump-starting business returns.
In this episode, Chris and I talked about how it was like to work in investing and trading pre-Internet and how the advancement of technology had its own pros…
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Jan 26, 2022
Ensuring Quality in Your Investment Strategy with Chris Cerrone
Chris Cerrone is a Partner at Akre Capital Management. Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University.
In this episode, I welcome Chris back on the podcast and talk about the meaning and the importance of quality in your investments. He shares with us the 3-legged stool analogy that perfectly symbolizes the “Nirvana” of business, the importance of finding happiness in small improvements, and how being disciplined and discerning can help businesses handle inflation better. All this and more in this episode so make sure to stay tuned until the end!
Let’s Talk About Quality
* The importance of defining quality…
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Jan 19, 2022
Family Offices: Its State of Play in Asia, Middle East, and Europe with Tom Burroughes
Tom Burroughes is a Journalist at ClearView Financial Media. He is the Group Editor of the WealthBriefing family of newswires, including Family Wealth Report. Tom has been editor since March 2008, and prior to this, worked at UK magazine, The Business, and Reuters. He currently lives in London.
In this episode, Tom dives deep into the state of play of family offices in Asia, Middle East, and Europe, how these regions differ from the way family offices are in the United States, and Tom also touches on how COVID as impacted family offices.
[00:01 - 11:31 ] Introducing Tom to the Show
* Tom shares about the state of play of what is happening in the family office in terms of events and networking and activity
* Family Offices are relatively young in the Middle East
* Singapore as the the family office location in Asia
* European family offices market has a different dynamic from the US
[11:32 - 17:23 ] Family Offices in Middle East
* The impact of COVID to Family O…
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Jan 12, 2022
Vetting Real Estate Opportunities with Spencer Hilligoss
Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate investment firm specializing in real estate syndications. As a passive investor and active syndicator, he understands the unique challenges that busy professionals face when starting out on their REI journey. Spencer’s mission is to arm investors with the know-how they need to make confident investment decisions tailored to their individual life goals.
In this episode, Spencer dive deep into diversifying income through real estate and vetting real estate opportunities. We also went from talking about his experience in tech, rocking out in a band, taking social media breaks, and saying no to opportunities that are not aligned with your goals. Make sure to tune in until the end because he also shares with us books that he highly recommends. Listen in!
Introducing Spencer to the Show
* Spencer shares about his background
* Grew up being exposed with real estate
* Spent 13 years in tech before gettin…
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Dec 31, 2021
A Year of Growth, Progress and Expansion with Excelsior's COO, Jarrod Arnold
Jarrod is currently COO at Excelsior Capital, joining the team in June 2019 after spending five years in Public Accounting. He oversees all operational aspects of the business including Finance & Accounting, Marketing, Human Resources, Acquisitions, and Investor Relations. Prior to his current role he was the VP of Finance and Accounting at the company. Immediately prior to Excelsior, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019. He began his career at BDO and is a Certified Public Accountant in the state of Tennessee, and has received both his B.S. and Master’s in Accounting from the University of Mississippi.
In this episode, Jarrod will be sitting down with us and share his experience with career transitions and how it has turned out for him. We also talked about the growth, progress, and expansio…
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Dec 29, 2021
Digital Protection: Keeping Your Online Data Safe with Max Anderson
Max Anderson is the Chief Revenue Officer of 360 Privacy - a digital identity and reputation management company that safeguards executives, athletes, influencers, artists, and high net worth families. 360 Privacy's proprietary technology detects and deletes personally identifiable information from over 320 publicly accessible websites.
In this episode, Max opens our eyes to what actually happens to the information we use when we sign up for gym and grocery memberships. Max helps us understand what digital protection really means, when to know if you need extra services to keep your digital information safe, and what you can do to balance your online presence and digital privacy. Listen in!
[00:01 – 05:11] Opening Segment
* Welcoming Max to the show
* Max shares his background
* Understanding digital protection
[05:12 – 21:33] Being Smarter Online
* Balancing online presence and digital privacy
* Private information being available online
* Keeping your online pre…
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Dec 22, 2021
Tokenization Explained: Understanding How Tokenization Works with Seth Keller
Seth Keller is currently working as the Director of Investments & Business Development for Tokenizer, a tokenization platform that allows users to create, issue, and manage security tokens. Prior to this Seth had a career in Corporate & Investment Banking that he left in early 2021 after 5 years.
In this episode, Seth goes in-depth on the Tokenization concept, how it works, and what you should watch out for when you want to get into tokenizing. Seth talks about all the possibilities of tokenizing and the risks to consider before diving into this whole new ecosystem. Listen in!
[00:01 – 03:18] Opening Segment
* Welcoming Seth to the show
* Seth shares his background
* The act of “tokenizing”
[03:19 – 15:09] Understanding Tokenization
* How ownership interests on paper differ from “Tokenization”
* The major difference is liquidity
* Works for any private investment
* How Tokenization works
* The life cycle of the tokens
* How the regulatory…
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Dec 15, 2021
Conscious Investing: What it Means and Why it is Matters with Eva Yazhari
Eva Yazhari is a seasoned investor, a conscious entrepreneur, an author, and the general partner of Beyond Capital Ventures, an early-stage impact venture capital fund offering a diversified portfolio of early-stage purpose-driven companies in need-to-have sectors in emerging markets. Previously, Yazhari was vice president at EnTrust Capital Inc. Her team invested over $5 billion in top hedge funds. She specialized in due diligence, underlying fund portfolio analysis, and shareholder activism.
In this episode, Eva walks us through the definition of ESGs, impact investing, and conscious investing. She dives into the importance of defining your personal values in order to align them with conscious investments that truly matter to you, and she also shares with us several resources to jumpstart your conscious investments. Listen in!
[00:01 – 04:14] Opening Segment
* Welcoming Eva to the show
* Eva shares about her experience
[04:15 – 22:17] Becoming a Conscious Investor
*…
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Dec 8, 2021
Real Estate and Property Technology: Its Current State of Play with Zain Jaffer
Zain Jaffer is an accomplished investor and entrepreneur. He started his first company at the age of 14 and later moved to the US as an immigrant to found Vungle, which was sold to Blackstone for $780 million in all cash transactions in late 2019. He actively manages his own family office with a particular focus on real estate and startups.
In this episode, Zain and I talk about investing in real estate and in property technology. Zain talks about the current state of play in both real estate and PropTech, and discusses his thoughts on running a family office. He also shares about his experience as an immigrant entrepreneur and how having the right hunger and motivation is important in starting a business. Listen in!
[00:01 – 03:20] Opening Segment
* Welcoming Zain to the show
* Zain shares about his experience
[03:21 – 16:30] Experiences and Lessons as an Immigrant Entrepreneur
* How his experience as an immigrant pushed him to be an entrepreneur
* Immigrant parents t…
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Dec 1, 2021
Inflation and Wealth Gap in the US: A Broader View with Matthew Klein
Matthew Klein is the Founder of The Overshoot, a premium subscription research service focused on the global economy, financial markets, and public policy. He is the co-author of Trade Wars Are Class Wars and the winner of the 2021 Lionel Gelber Prize. Matt was also previously the Economics Commentator at Barron's, and he has written for the Financial Times, Bloomberg View, and The Economist.
In this episode, Matt and I talk about inflation and the wealth gap in the US. Matt talks about the contributing factors to inflation and where he thinks it is heading. Matt also shares his thoughts on inequality and the wealth gap and how the US demographics compare to other countries today. Listen in!
[00:01 – 03:00] Opening Segment
* Welcoming Matt to the show
* Matt shares his background
[03:01 – 19:30] Contributing Factors to Inflation
* How inflation, interest rates, demographics, and central banks work together
* Monetary policy
* Political influence
* Are we in a cycle…
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Nov 24, 2021
Infinite Banking Concept: A Detailed Look with Sarry Ibrahim
Sarry Ibrahim is a financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept.
In this episode, Sarry goes in-depth on the infinite banking concept, how it works, and how you can use it to your advantage as an investor. Sarry talks about why the infinite banking concept is a long-term strategy and tells us when the concept works well and how to know if it’s the right strategy for you. Listen in!
[00:01 – 02:27] Opening Segment
*…
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Nov 17, 2021
Family Office: Working through Diversification, Acquisitions, and Transitions with Austin Rissler
Austin Rissler is a mathematician and geopolitical scientist, by training, who found his way into commercial banking a decade ago. When he's not working with c-suites to optimize capital strategies, he spends his time hiking outdoors with his wife and three kids.
In this episode, Austin talks about how he and Fifth Third Bank help family offices work through diversification, acquisitions, and transitions. He shares why working through these and making investment decisions come down to the families’ priorities. He also talks about what makes a transition of wealth or decision-making authority in family offices successful. Austin will also talk about what most family offices are worried about right now. Listen in!
[00:01 – 05:33] Opening Segment
* Welcoming Austin to the show
* He shares his background
* Austin’s path to commercial banking
* Austin on being “industry-agnostic”
[05:34 – 20:29] Working through Diversification and Acquisitions
* What compelled Aus…
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Nov 10, 2021
Looking Forward: The Status of the Oil and Gas Market Post-Pandemic with Adam Rozencwajg
Adam Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.
In this episode, Adam talks about what has transpired in the oil and gas industry during the span of the COVID-19 pandemic. He will share how the industry has been affected and what the future looks like for the market moving forward. Adam also talks about how different parts of the world are promoting and moving to decarbonization and renewable energy. He also shares his thoughts on the best investment ideas today. Listen in!
[00:01 – 03:29] Opening Segment
* Welcoming Adam to the show
* Adam shares his background
[03:30 – 17:11] The Current Sta…
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Nov 3, 2021
The Positive Impact of Technology on the Commercial Real Estate Space with Jim Underhill
Jim Underhill has an impressive resume in commercial real estate, with an entrepreneurial background that has had him launching a number of businesses, to running one of the largest RE firms in the world as CEO of the Americas for Cushman & Wakefield. He has now moved to the disruption side of the business as the Executive Chairman of TenantBase, which is looking to empower commercial tenants and change how transactions get completed.
In this episode, Jim talks about how the continuous influence of technology has made a positive impact on commercial real estate services and brokerage. He shares how thriving commercial brokerage firms today use technology to disrupt the industry and why efficiency and transparency are key to attracting customers. Jim also shares his thoughts on the status of commercial real estate post-COVID and talks about TenantBase’s services. Listen in!
[00:01 – 07:24] Opening Segment
* Welcoming Jim to the show
* Jim shares his background
* Working w…
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Oct 27, 2021
Achieving Sustainable Business Growth: Globalization, IPOs, and Private Equity with Carl J. Lukach
Carl J. Lukach is a Senior Corporate Executive with a wide range of experience in industrial markets and is well known in the financial community after leading Univar Solutions, a highly successful IPO in 2015. He lived and worked in the Asia Pacific for over 10 years and was named CFO of the Year by the Financial Executives Institute in 2019. He recently retired and is currently an advisor to private equity investors.
In this episode, Carl talks about how globalization positively impacts the growth of businesses and public companies. He shares his experience expanding the growth of the companies he worked for in the Asian region. Carl also talks about launching an IPO successfully and his thoughts on the future of private equity and other investments.
[00:01 – 05:08] Opening Segment
* Welcoming Carl to the show
* Carl shares his background
* His experience in DuPont
[05:09 – 23:54] How Expanding to the Asian Region Can Impact Businesses
* Carl on the business model of…
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Oct 20, 2021
The Growth of Alternative Investments in the Family Office Space with Karl Rogers
Karl Rogers is the Chief Investment Officer of Elkstone Private. Previously to Elkstone, Karl was a Managing Partner with Athlon Family Office, Head of US Power Trading with RISQ, Managing Director of ACE Capital Investments, a hedge fund manager, and a proprietary commodity trader.
In this episode, Karl and I will talk about the rise of alternative investments in the family office space. We will also talk about the overall growth of family offices and how the space is playing out across Europe. Karl will also share how family offices are getting more and more sophisticated and his thoughts on diversification and inflation. Join us and listen in!
[00:01 – 06:54] Opening Segment
* Welcoming Karl to the show
* Karl shares his background
* He talks about Elkstone Private
* Karl’s definition of a family office
[06:55 – 12:35] Family Office: Difference from GPs and Global Growth
* Decision-making differences between family offices and GPs
* Why it's easier to get comp…
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Oct 13, 2021
How Regulation Crowdfunding Positively Impacts Capital Raising with Jonny Price
Jonny Price is the VP of Fundraising at Wefunder, the leading equity crowdfunding platform in the US. Before joining Wefunder in early 2018, Jonny founded and led the U.S. team at Kiva.org. Jonny lives in Nashville with his wife Ali, and three children Felicity, Carlyle, and Margot.
In this episode, Jonny talks about how regulation crowdfunding changes capital raising and how it can be advantageous for both founders and investors around the country. Jonny talks about the two aspects of the SEC Regulation D that regulation crowdfunding changes. He also talks about the services offered by Wefunder and what sets the company apart from other similar groups. Listen in!
[00:01 – 07:00] Opening Segment
* Welcoming Jonny to the show
* Jonny shares his background
* Introducing Wefunder
[07:01 – 20:52] Regulation Crowdfunding with Wefunder
* What is regulation crowdfunding?
* The two aspects of SEC Regulation D that it changes
* How investors can benefit from regulation crow…
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Oct 6, 2021
Build Custom Real Estate Portfolios Through This Investment Technology Platform with Badri Malynur
Badri Malynur is a Co-Founder and VP at Avestor Inc.(avestorinc.com), a real estate investment technology platform that allows investors to build custom real estate portfolios. Badri has extensive investment experience spanning a large variety of assets including real estate, stocks, bonds, cryptocurrencies, commodities, options, and angel investing. He has co-founded two start-ups and has extensive management experience leading large teams at a Fortune 500 company. He has an MBA in Marketing & Finance and a Masters in Computer Science.
In this episode, Badri talks about how you, as an investor, can create your custom real estate portfolio with Avestor Inc.’s investment technology platform. He shares the step-by-step process on how to do this, as well as some benefits the platform can provide investors and sponsors alike. Join us and listen in!
[00:01 – 05:59] Opening Segment
* Welcoming Badri to the show
* Badri shares his background
* Redefining how funds work in the i…
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Sep 29, 2021
Cryptocurrency and Digital Assets: The Big Picture with Keith Black
Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Content Strategy for the CAIA Association. He has contributed to the CFA Digest and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the second, third, and fourth editions of the CAIA Level I and Level II curriculum. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.
In this episode, Keith talks about cryptocurrency and digital assets. He breaks down what cryptocurrency is and what value Bitcoin and other tokens like Ethereum brings to the table. Keith also shares his thoughts on cryptocurrency’s volatility…
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Sep 22, 2021
Why a Family Office is More than Just the Investments with Thomas Kim
Investments come second in family offices. Today’s guest, Thomas Kim, talks about why in this episode. Tom is the President and CIO of The Agnew Company, where he's responsible for the overall leadership of the company and its broadly diversified investment portfolio. Tom holds a B.S. in Chemical Engineering from Cornell University and a Ph.D. from The University of Chicago.
In this episode, Tom talks about why a family office is more than just the investments. He dives deeper into the element of purposefulness in a family office and why this component is often missed. Tom also talks about cultures in a family office and why it’s important to know whether something is a passion project or not. Listen in!
[00:01 – 07:05] Opening Segment
* Welcoming Tom to the show
* Tom shares his background
* Getting into alternative investments
* His background in commercial real estate
* Earning his Ph.D
[07:06 – 20:17] Why Investment Comes Second in a Family Office
* Tom’s…
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Sep 15, 2021
Addressing Inefficiencies in the Real Estate Market Through Data-Driven Analytics with Stefan Tsvetkov
Data-driven analytics is one of the best ways to achieve efficiency in the real estate market. This is what Stefan Tsvetkov will talk about in this episode. Stefan is a former financial engineer (Columbia MSFE) managing ~ $90 billion derivatives portfolio jointly with colleagues. He's a multifamily investor across several strategies and a real estate analytics speaker, having published his own metrics in the field. He's also a managing Partner at Pepela Capital, a real estate investment firm, Founder of Envvy Analytics, an investor-geared real estate analytics system, and Organizer of the Finance Meets Real Estate webinar series.
In this episode, Stefan talks about how data-driven analytics can boost efficiency in the market and why it’s becoming more important in today’s modern world. Stefan will also share his real estate investing strategies and his thoughts on the current opportunities in the real estate market. Join us and listen in!
[00:01 – 02:24] Opening Segment
* We…
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Sep 13, 2021
The Rise of Meme Stocks
Welcome back to the Colloquium! As many have recognized, trading volumes have continued to expand as a new army of social media-enabled day traders push stocks to record highs and have turned companies into market sensations. To dive deeper into what’s fueling the momentum in meme stocks today, industry experts Madhur Sarda, Ryan Payne, Jeff Kilburg, and Dave Maney joined me for a roundtable discussion.
In this episode, the panel will discuss the rise of meme stocks and how investors have made massive profits through them during the pandemic. We will also talk about SEC and FINRA’s recent regulation moves and how they can affect the future of meme stocks and decentralized finance. Join us and listen in!
[00:01 – 05:17] Opening Segment
* Welcoming today’s guests
* Each of the guests shares his background
[05:18 – 28:50] Meme Stocks: Definition, Profits, and Regulations
* What are meme stocks?
* Its emergence during the pandemic
* The impact of Reddit
* On re…
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Sep 8, 2021
Keeping Generational Wealth Sustainable Through a Family Office with Bryn Monahan
Families who share assets must successfully navigate the joining of their emotional and financial lives. In this episode, Bryn Monahan (and Relative Solutions) focuses on the questions that emerge from these shared risks and opportunities and in a calm and neutral manner, help families navigate these complexities.
Bryn talks about the recent growth of family offices and what you should remember when attending conferences about family offices. Also, Bryn talks about how you can get family members more involved in a family office and how you can improve communication within the family. She also shares her definition of a NextGen and her thoughts on when partners should have prenup conversations. Join us and listen in!
[00:01 – 03:11] Opening Segment
* Welcoming Bryn to the show
* Bryn shares her background
* The service Relative Solutions provides
[03:12 – 13:50] Family Offices: Recent Growth and Attending Conferences
* Bryn’s definition of a family office
* Genera…
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Sep 1, 2021
Families and Wealth: Why Important Conversations Don't Have to Be Uncomfortable with Leonora Zilkha Williamson, Tom Levinson, and Elizabeth Kieff
Welcome back to the Colloquium Podcast! In this episode, I welcome Leonora Zilkha Williamson, Tom Levinson, and Elizabeth Kieff!
Tom Levinson and Elizabeth Kieff are a husband and wife team and founders and principals of LK Advisors. Elizabeth is also a psychiatrist, coach, and avid sailor. Tom also helps lead a family-owned investment advisory firm (and is working to improve his 3-pointer). Leonora Zilkha Williamson coaches families in business. With a 25+ year career that includes time at JP Morgan, BCG, and Estee Lauder, Williamson is now an International Coach Federation Professional Certified Coach with a focus on family business leaders and the governance, family, and operational systems that support them. In her spare time. she teaches Negotiation and ESG to undergrads at Vanderbilt University. She serves on the board of her family's company, Sabre Yachts.
In this episode, our guests talk about what makes business families successful and how they, as advisors, can make imp…
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Aug 25, 2021
COVID-19 Response: Looking Back and Moving Forward with Dr. Alex Jahangir
Welcome back to the Colloquium Podcast! In this episode, I welcome Alex Jahangir! Dr. Alex Jahangir is a professor of orthopedic surgery and medicine. He's an orthopedic trauma surgeon and director of the division of orthopedic trauma at Vanderbilt University Medical Center. Additionally, he is the Executive Medical Director of the Vanderbilt Trauma, Burn, and Emergency Surgery Patient Care Center. He is the current chair of the Metropolitan Board of Health of Nashville and was named chair of the Metropolitan Nashville Coronavirus Taskforce in March of 2020 by Mayor John Cooper.
In this episode, we take a closer look at Dr. Alex’s experience of responding to the COVID-19 pandemic. He shares how the first 30 days of responding to the virus looked like. He also talks about the response from the state and the federal government and what he thinks he and his team could have done better. Dr. Alex also shares his thoughts on vaccination rollouts and anti-vaxxers. Join us and listen in!…
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Aug 18, 2021
The Generational Impact of Business Family Facilitation with Steve Legler
Welcome back to the Colloquium Podcast! In this episode, I welcome Steve Legler! Steve is a Family Legacy Guide from Montreal, Canada. He grew up in a family business and now works with other business families as a resource around all sorts of family matters related to their wealth transition.
In this episode, Steve talks about the generational impact of business family facilitation. He shares how a business family can be more aligned and how the management of wealth and the decision-making processes by the family is smooth and seamless. He also talks about how a family can work together more effectively for future generations. Join us and listen in!
[00:01 – 07:15] Opening Segment
* Welcoming Steve to the show
* Steve shares his background
* Taking over his family’s business
* Managing a small family office in 1991
[07:16 – 25:46] What Allows a Business Family to Continue Its Legacy
* Defining a family office
* Steve talks about family alignment
* The importan…
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Aug 11, 2021
How Innovation Will Positively Impact the Future of Wealth Mangagement with Joshua Ireland
Welcome back to the Colloquium Podcast! In this episode, I welcome Joshua Ireland! Joshua is a reformed engineer and has spent the last decade and a half operating between startups and finance. He currently serves as COO of Woodmont Investment Counsel, a Nashville-based RIA with a little over $1 billion in assets.
In this episode, Josh talks about how technology and innovation have made a positive impact on the financial services industry and why it will continue to. He shares with us his journey of transitioning from nuclear engineering to tech startup to hedge funds. Josh also shares his thoughts on networking, finding financial advisors, and diversity in the industry. Join us and listen in!
[00:01 – 09:43] Opening Segment
* Welcoming Josh to the show
* Josh shares his background
* Coming from an engineering background
* How he ended up within Nuclear Engineering
* The impact of coming from a military family
* Being a first-generation college student
[09:44 – 18:4…
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Aug 4, 2021
Asset Allocation During Challenging Times with Britt Messer
Welcome back to the Colloquium Podcast! In this episode, I welcome Britt Messer to the show! Britt serves as Chief Investment Officer of Southeastern Trust Company and leads the firm's Nashville office which opened earlier this year. Prior to joining SETCO, he spent 20 years as an investment analyst and portfolio manager for a large regional bank.
In this episode, Britt talks about asset allocation and management during challenging times brought by the COVID-19 pandemic. He talks about private equity and alternative investments and where he thinks the market is heading from here. He also shares his thoughts on NFTs, meme stocks, and cryptocurrency. Join us and listen in!
[00:01 – 09:05] Opening Segment
* Welcoming Britt to the show
* Britt shares his background
* Advising and managing portfolios
* Figuring out today’s markets
* The value and solutions Southeastern Trust brings
[09:06 – 30:25] Private Equity and Asset Allocation
* Transitioning into a trust comp…
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Jul 28, 2021
Diversification and Liquidity Through Collective Equity with Archimede Mulas
Welcome back to the Colloquium Podcast! In this episode, I welcome Archimede Mulas! Archimede is the founder and managing partner of Collective Equity Ownership, a UK secondary fund that allows founders and shareholders of private companies to pool their equity together. Archimede started Collective Equity back in 2017, having closed their first fund last year, and with a second one in the pipeline for this year. Prior to Collective Equity, Archimede studied Ship Science and Naval Engineering, with a focus on logistic value chains of container shipping and the complexities of Liquified Natural Gas (LNG).
In this episode, Archimede fully breaks down collective equity. He talks about its definition, advantages, benefits, and structure. He shares why it can help a lot of investors and entrepreneurs become more liquid and how it can help in the diversification of their assets. He also talks about how they are educating the marketplace about the opportunities brought by collective equity…
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Jul 21, 2021
Opportunities in Healthcare Investing with Dave Vreeland
Welcome back to the Colloquium Podcast! In this episode, I welcome Dave Vreeland! With more than 25 years of experience in the healthcare industry, Dave is a well-known expert on healthcare IT and the future of the healthcare industry. Currently, he is a senior managing partner at Caduceus Capital Partners, a venture capital firm focused on digital health investments.
In this episode, Dave talks about his transition from being an operator to an investor in the healthcare technology industry. He talks about the overall status of the healthcare industry in the country and why there’s so much opportunity in it for the upcoming years. Join us and listen in!
[00:01 – 08:40] Opening Segment
* Welcoming Dave to the show
* Dave shares his background
* Doing odd jobs early in his career
* Earning his Master’s degree in Health Administration
* Working in Ernst & Young in the early 90s
* Starting a consulting company
* Retiring in 2016
* Starting new businesses
[08:41…
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Jul 14, 2021
How Family Offices are Slowly Disrupting the Investment Management Industry with Ron Diamond
Welcome back to the Colloquium Podcast! In this episode, we have Ronald Diamond, founder and CEO of Diamond Wealth, a boutique advisory firm for Family Offices. He represents over 100 Family Offices ranging in size from $250 million to $30 billion. Diamond Wealth invests in private markets (private equity, venture capital, and real estate). In addition, Diamond Wealth has divisions that focus on philanthropy, wealth transfer, investment banking, social impact, and governance.
In this episode, Ron goes to the specifics of a Family Office, from its definition to its impact on society. Ron also shares his thoughts on why Family Offices are slowly disrupting the investment management industry. He also talks about its future and long-term benefits. Join us and listen in!
[00:01 – 01:02] Opening Segment
* Welcome back!
* I introduce Ron to the show
* His background
[01:03 – 23:32] The Emergence of Family Offices
* Ron’s definition of a Family Office
* The cost to have…
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Jul 7, 2021
Collateral Loans Using Luxury Assets with Dewey Burke
Welcome back to the Colloquium Podcast! In this episode, I welcome Dewey Burke, Founder and CEO of Luxury Asset Capital, an alternative finance segment that provides loans using borrowers’ luxury assets as collateral. As the CEO of the company, Dewey is in charge of formulating the company’s strategy and overseeing its execution. Under his leadership, Luxury Asset Capital has experienced 9x growth of AUM since January of 2017, raised $100m in investor capital, and acquired its largest competitor, Borro, in February of 2020. Dewey earned his Bachelor’s degree from the University of North Carolina, where he also played as a basketball player and won two ACC Championships.
In this episode, Dewey talks about how Luxury Asset Capital processes a collateral loan, from the valuation of the assets to the fees and costs. He also talks about what sets them apart from commercial banks and what advantage they are giving their present and future clients. Join us and listen in!
[00:01 –…
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Jun 30, 2021
Commodities Trading and Its Future with Nathaniel Polachek
Nathaniel Polachek is a managing member of Yieldpoint Stable Value Fund, L.P., and an equity owner at Commodity Asset Management, LLC. Nate also has a wide experience as a trader for big corporations like Goldman Sachs and Bridgewater Associates. In this episode, Nate breaks down commodities trading and the overall space of trade finance. He talks about the current state of commodities trading and how it can create an impact on society and the environment. Ready to learn about commodities trading? Join us and listen in!
[00:01 – 05:13] Opening Segment
* I introduce Nate to the show
* Nate’s background
* His experience working at big corporations
* Working at Goldman Sachs and Bridgewater Associates
[05:14 – 18:54] Talking Trade Finance and Commodities Trading
* The ‘Aha!’ moment for Nate
* Starting a community hedge fund
* Nate on niche-alternative strategies
* Nate breaks down commodities trading
* Yields they were able to achieve
* How insurance prot…
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Jun 25, 2021
Creating Opportunities and Impact Through Network Building with Brian Pallas
In this episode of the Colloquium Podcast, we have Brian Pallas, founder and CEO of Opportunity Network, a business matchmaking platform enabling high-quality decision-makers to share and connect to business opportunities worldwide. Brian shares how he started his company and what inspired him to help companies connect with opportunities around the world. He also talks about how you can execute an idea and turn it into reality. Brian shares how you, as an individual or a company, can create an impact on the world. Listen in!
[00:01 – 08:21] Opening Segment
* I introduce Brian to the show
* Brian’s background
* Going to business school
* Work experience
* Establishing Opportunity Network
[08:22 – 19:21] Got an Idea? Start with Giving Value!
* What made Brian want to start Opportunity Network
* Creating an impact
* Eliminating the cost of lost opportunities
* Regenerating economic growth
* Brian on executing an idea
* Start with giving value
* Mistakes…
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Jun 19, 2021
The Tokenization of Real Asset Investing with Aaron Lohmann, Solomon Tesfaye, and Ryan Zega
With the arrival of blockchain technology, those in the commercial real estate space are witnessing a transformation that’s expected to expedite the transaction process and bring liquidity to a traditionally illiquid asset class. Industry experts, Aaron Lohmann, Solomon Tesfaye, and Ryan Zega, joined me for an in-depth discussion on the advantages of digitizing private assets.
[00:01 – 07:44] Opening Segment
* A brief self-introduction
* I introduce today’s guests to the show
* The guests share their backgrounds
* Definition of terms
* Digital token
* Smart contract
[07:45 – 31:21] Digitization of Real Assets
* Difference between digital securities and cryptocurrency
* Solomon talks about liquidity
* Fractionalization of ownership of real assets
* Digitizing assets
* How the valuation works
* Focusing on equity and debt
* Seasoned securities
* Frictionless transfer of value
[31:22 – 48:16] Diving Deeper Into Tokenizing Real Asset Investing…
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Jun 16, 2021
Distinguishing Yourself in The Hedge Fund Space with Milton Lewin
Milton Lewin is the Founder of The Allocator Network, an information-and-experience sharing community of more than 225 allocators to alternatives, in 23 countries. Milton himself has an extensive network of institutional and family office investors. Prior to founding The Allocator Network, Milton has been part of various companies ranging from the sales side of things up to running a private equity fund. He also has an extensive track record of demonstrated success in improving and enhancing the overall operations and efficiency of teams and organizations, specifically in financial services and asset management.
[00:01 – 06:18] Opening Segment
* An insight into the episode
* Introduction to the guest, Milton Lewin
* Milton’s background
* Sales career
* Running a small private equity fund
* Working for hedge funds
[06:19 – 30:48] The Hedge Fund Space
* Social networking community building
* The biggest challenge for investors when accessing the hedge fund space…
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Jun 9, 2021
Initiate Impact Virtual Family Offices with Bob DePasquale
Bob DePasquale has a Master’s Degree in Broadcast Journalism. Upon graduation, he worked in the radio industry and enjoyed the broadcasting side of the business. But eventually, Bob was recruited and moved over to the insurance and investments world. For 12 years, Bob worked for a Fortune 500 company, where he took the opportunity to learn as much as he can from the industry. Come 2021 Bob decided to start his own company, Initiate Impact, with the focus on acknowledging everyone’s desire for information, helping people get what they need, and partnering with purpose-driven families to make a positive impact in the world.
[00:01 – 06:25] Getting to Know Bob DePasquale
* An insight into the episode
* Introduction to the guest, Bob DePasquale
* Bob’s background
* Broadcast Journalism career
* The Broker-Dealer experience
* Leading with education
[06:26 – 25:50] Initiate Impact
* Deciding to leave his BD career and starting his own business
* Bob’s definiti…
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Jun 2, 2021
Perseverance Through Severe Dysfunction with Reggie Ford
Reggie Ford is an entrepreneur, philanthropist, mental health advocate, and social activist. A first-generation college graduate of Vanderbilt University, he runs RoseCrete Wealth Management and speaks to audiences about financial empowerment, over-all wellness, and the importance of diversity, equity, inclusion and accessibility.
He earned his Bachelor of Arts in Economics from Vanderbilt University where he was also a football team member. He also earned his Master of Accountancy from Vanderbilt’s Owen Graduate School of Management which he was recognized as an Owen World Shaper.
[00:01 – 14:55] Reggie Ford’s Background
* An insight into the episode
* Introduction to the guest, Reggie Ford
* Reggie’s background
* Learning code-switching in living in two different cultures
* Journey to MBA
* Having access to education and network
* Meeting and connecting up with people
* Approaching people from a genuine understanding of where they come from
[14:56 –…
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May 27, 2021
Innovative Leadership and Design Thinking with Brent Taylor
Brent Taylor is the Head of Innovation and Financial Strategy at Stoked. He has an unquenchable curiosity about the world and unapologetic initiative, which makes him a strong activator. He stepped into leadership roles in every environment he found himself in. He is a reveler, so while he’s leading a team through disruption, they have a ton of fun.
[00:01 – 05:01] Opening Segment
* An insight into the episode
* Introduction to the guest, Brent Taylor
* Brent’s background
[05:02 – 12:50] Stoked
* Quality of life and culture within investment banking
* From freelancing to finding his way to Stoked
* Growing with Stoked
[12:51 – 37:37] Innovative Leadership
* Stanford D.School
* Human-centered designs
* Partnerships
* Innovative Leadership
* Building a team with members from around the world
* Culture setting elements in the virtual work environment
[37:38 – 41:06 Closing Segment
* Reach out to our guest. See Links Below.
* Final words
Res…
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May 19, 2021
Beyond E-Commerce: Trends Driving Industrial and Logistics Development - Nick Parrish and Dominic DeRose
Industrial real estate has emerged from the COVID-19 pandemic stronger than ever, with many trends continuing to point in an upward direction for the industry this year. Though e-commerce has been a main driver behind this positive pattern, there are many trends that have come into play with the current economic state and recent technological advancements. The increase in demand for industrial and logistics real estate presents an opportunity to compete for these unique and high-yielding projects through investment vehicles that “club” together capital from family offices and high net worth individuals.
[00:01 – 05:24] Opening Segment
* An insight into the episode
* Introduction to the guests, Nick Parrish and Dominic DeRose
* Nick’s background
* Direct focus of Cresset partners
* Dominic’s background
[05:25 – 37:22] Investment Opportunities in real estate Industrials and Logistics
* The E-commerce industry
* Decentralization of warehousing
* The appeal…
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May 12, 2021
Nashvile Tech Industry with Elizabeth Duffield
Elizabeth Duffield is a business development and demand gen expert with experience in marketing and healthcare technology. She enjoys scaling partnerships, business development, and marketing departments, as well as building them from scratch. Currently, she manages partnerships for CM Group, a leading marketing technology group, and advises a number of startups.
[00:01 – 07:33] Opening Segment
* An insight into the episode
* Introduction to the guest
* Her background
* Moving to Nashville
* Opportunities found in Nashville
[07:34 – 16:33] The Nashville Tech Industry
* Nashville Entrepreneur week
* Challenges of Organizing and Managing events
* Her passion and inspiration for entrepreneurship
[16:34 – 27:17] Nashville Tech Gives Back
* Their role in Nashville Entrepreneur Week
* Growth of the Tech Industry
* Future events to look forward to from Nashville Tech Gives Back
* The Future goals for Nashville Tech
[27:18 – 32:02] Networking and Relation…
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May 8, 2021
Inside the Boom of Catalog Sales and Music Royalties with Andy Moats, John Ozier, and Paul Steele
Bob Dylan sold his entire music catalog to Universal Music for more than $300MM, Paul Simon sold his to Sony Music for roughly the same, and Dolly Parton might be next. What’s behind this sudden boom?
Though these recent multi-million dollar deals seem to be popping out of nowhere, the truth is, catalog sales have been booming for far longer than the past year, and have an incredibly steady history. Over the past year, however, there has seemed to be an exponential increase in music catalog sales. Could this be due to the pandemic shifting the spotlight away from the live music entertainment aspect to a new side of the industry?
In this episode, music industry experts joined our host, Brian Adams, to explore specific factors that have driven recent success in the industry.
[00:01 – 03:42] Opening Segment
* An insight into the episode
* Introduction to the participants of the webinar
* John Ozier
* Paul Steele
* Andy Moats
[03:43 – 16:04] The Cause Behind the Recent…
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May 5, 2021
Venture Studio Business Model with Simi Shah
Simi Shah currently serves as Head of Business Development at Paperwork Studious, a media startup backed by the NYC-based venture studio, Create. She contributes regularly to their slate of publications, covering diversity in tech and the world of venture capital and private equity.
Prior to Paperwork, Simi spent time in private equity as an Investment Analyst with the Audax Group. While there, she covered portfolio companies across tech and consumer and helped the firm’s investors diligence M&A targets across industries.
[00:01 – 14:05] Getting to Know Simi
* I welcome our guest for the episode, Simi Shah
* Simi’s background
* Her family’s entrepreneurial background
* Growing up in a culturally rich, humble, and modest community
* Going to Harvard
* Finding her passion
[14:06 – 23:34] From Private equity to Venture Studio
* The potential of the tech space
* Deciding to move away from private equity
* Her transition to a media startup
* Venture stud…
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Apr 28, 2021
Affordable Housing for The Homeless with Ellen Paik
Ellen Paik cultivates relationships with New Story’s partners and builders to ensure they have a transparent, world-class experience. Prior to joining New Story, she was an investment banking associate at Goldman Sachs, where she was a finalist in the 2018 Goldman Sachs Give Analyst Impact Fund.
She enjoys exercising, exploring the outdoors, and hanging out with family and friends in Korea and Hawaii.
[00:01 – 04:54] Opening Segment
* I welcome our guest for the episode, Ellen Paik
* Ellen talks about her background
* The culture of Investment and Banking
[04:55 – 14:26] Driving Innovation within Affordable Housing
* The Issue on Chronic Homelessness and Lack of Access of Adequate Shelters
* Founding story of the topic and how they address the problem
* 2014 Earthquake in Haiti
* The solutions made to address the problem
* Building International partnerships for project innovations
* Sharing the learnings to others by Open-sourcing
[14:27 –…
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Apr 21, 2021
Growing Enterprise through Empowering People with Jake Wiley
Jake Wiley is an entrepreneur, CPA, a former CFO, and heads client relationships in multiple regions at PWC. He has nearly 2 decades of professional experience building businesses, solving problems, and implementing solutions. Prior to PwC, he was the founder of Solar Inverted LLC, which was later acquired by Palmetto Group, where he led strategic initiatives until late 2018.
Jake Wiley has also been investing in both active and passive Real Estate for the past 15 years, raising private funds for strategic value-add investments and long-term holds.
[00:01 – 08:12] Opening Segment
* I welcome our guest for the episode, Jake Wiley
* Jake talks about his background
* He also talks about the time he sold his previous company
[08:13 – 12:23] Being an Entrepreneur/Owner and Employee
* What it is like being the Entrepreneur and Owner to being an employee
* Getting the vision and alignment in the discussion with the new owners
[12:24 – 39:03] The Podcast and its focus…
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Apr 14, 2021
From NFL Pro to Corporate ALL-Star with Winston Justice
Winston Justice is an Investment Manager at Alliance Bernstein and a Co-Founder of Electro Coffee Shops. He was a former National Football League Player – the League’s 2010 Walter Payton Man of the Year and has now recruited as financial advisor of Bernstein Private Wealth Management.
Winston started Wealth Management in 2015 at Wells Fargo Securities in Southwest Florida. He earned a Bachelor's Degree in Public Policy from the University of Southern California and had his MBA Degree from George Washington University.
[00:01 – 07:07] Opening Segment
* I welcome our guest for the episode, Winston Justice
* Winston talks about his background
* Pivoting successfully in the business from being a National Football Player
[07:08 – 18:24] Making an Identity from an Athlete to Corporate Office
* Dealing with career transition
* Athlete’s mindset in building their platforms and creating their network
* Catching up in a Big Corporate World
* Wells Fargo Securiti…
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Apr 8, 2021
Startup: Turning A Small Idea into A Business Venture with Haley "Zap" Zapolski
Haley Zapolski is the Renew Nashville Program Manager for Nashville Entrepreneur Center. She finished her degree in Economics and a Minor in Sustainability and Urban Studies from the University of Michigan.
[00:01 – 05:01] Opening Segment
* I welcome our guest for the episode, Haley Zapolski
* Haley talks about her background
* Her role at Nashville Entrepreneur Center
[05:02 – 19:51] The Entrepreneur Center
* What is The Entrepreneur Center?
* Their purpose to help grow the entrepreneurial landscape in Nashville
* Navigating COVID throughout 2020
* The surge of the Tech industry during COVID
* The opportunities you can find with EC
[19:52 – 25:23] STARTUPS
* What it takes to turn a small idea into a business venture
* Developing a mindset to go against the traditional thinking of how to build wealth
* Red flags for people to watch out for when getting started on a venture
[25:24 – 31:52] Leadership and Management at EC
* Leadership and gen…
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Mar 31, 2021
Jumpstart Foundry: Healthcare Innovation Fund with Eller Mallchok
Eller Mallchok is the Managing Director at Jumpstart Foundry. She oversees the strategic direction of each annual fund, leads fundraising efforts, and serves as the point of contact for all portfolio company founders. After earning a B.S. in Biology from Dickinson College, she made her way back home to Tennessee, where she has been deeply involved in the entrepreneurial and investment ecosystem.
[00:01 – 07:47] Getting to Know Eller
* I welcome our guest for the episode, Eller Mallchok
* Eller talks about her background
* Her role at Jumpstart
* What encouraged her to become part of Jumpstart Foundry
* Investing with female founders and healthcare start-ups
[07:48 – 17:25] Venture Capital Industry
* Eller’s experience as a woman in the industry
* Women representation in the venture capital industry
* Significance of the ‘Black Lives Matter’ and ‘Me Too movement’ in the investment world
[17:26 – 32:51] Jumpstart Foundry
* The difference of Jum…
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Mar 25, 2021
Premium Finance Life Insurance with Shawn Goheen
Hello, and welcome to the conversation on Colloquium. Today I’m excited to have Shawn Goheen of the Goheen Companies with me. Shawn is nationally recognized throughout the country specializing in premium finance life insurance. He is a 28 year veteran in the insurance industry and his reputation has been solely built on relationships and his ethical doings.
[00:01 – 11:31] Shawn Goheen and Goheen Companies
* I welcome our guest for the episode, Shawn Goheen
* Shawn talks about his background
* How he got into the life insurance business
* Premium finance life insurance
* Goheen Companies clientele
* What sets them apart from others in the same space
* Having a service team around you
* The right time to get premium insurance involved in the process
* Collaterals their clients use to structure transactions
[11:32 – 21:08] MSO and Premium Finance
* Effect of rising rates of interest to their business and deals
* Why it makes sense to overfund a high-valu…
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Mar 17, 2021
Investing in Royalties and Minerals with Tim Pawul
Welcome to the conversation on Colloquium. Today I’m excited to have someone I met through the pandemic, virtually, Tim Pawul. He is the President of the Minerals & Royalties Council.
[00:01 – 15:04] Tim and The Minerals and Royalties Council
* I welcome our guest for the episode, Tim Pawul
* Tim talks about his background
* His role in The Minerals and Royalties Council
* The Energy Council
* His pivot towards the Mineral space
* Launching the Minerals & Royalties podcast
* Educating the industry about Minerals & Royalties
* Tim talks about mineral rights royalty
[15:05 – 36:14] Royalties and Minerals Market
* Options for individuals to invest in the Royalties and Minerals market
* Growing trends in the market
* Educating groups on the potential of the space
* The purpose of the minerals space
* Having due diligence and taking the time to understand the trends and flow of the market
* Tim’s thoughts on the energy markets
* Resources to educa…
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Mar 10, 2021
The Art of (Not) Selling with Chris Cerrone
For this episode, we’re joined by Chris Cerrone. He is a Partner at Akre Capital Management. Prior to joining Akre in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies.
He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated Summa Cum Laude with a B.A. in Economics from Tufts University.
[00:01 – 07:13] Chris and Akre Capital
* I welcome our guest for the episode, Chris Cerrone
* Chris talks about his background and Akre Capital
* Been a partner for 9 years
* Founded in 1989
* The 3 legged stool of Akre
* The focus of Akre
* Building a portfolio of high-quality businesses
* Sector alignments
[07:14 – 26:20] The Art of Not Selling
* The Art of Not Selling
* Impact of Politics, Economy, and Valuation on their Portfolio
* Focusing on businesses that are…
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Mar 5, 2021
Adding Value to People’s Lives with Ron Lovett
Ron has been recognized with many awards for the success of Source Security & Investigations and his leadership within the company, including BDC Young Entrepreneur Award, five times Atlantic Business Magazine’s Top 50 CEO Award, Junior Chamber International Outstanding Young Person Award, Remy Martin Bold Five under 35 and Ernst and Young Entrepreneur of the Year finalist.
Ron Lovett is an entrepreneur and leader with a passion for change. He builds brands that challenge and disrupt their industries. Ron loves going back to the drawing board by creating companies with a purpose.
[00:01 – 07:23 ] Opening Segment
* I welcome our guest for the episode, Ron Lovett
* Ron talks about his background
* how he came into real estate business
* Source Security & Investigations
[07:24 – 16:33] Creating Community
* Workforce Housing and Affordable Housing
* Problems today in Workforce Housing
* How the branding fits to the solution
[16:34 - 38:19] Adding Value to Peop…
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Mar 3, 2021
Trends in the Market with Charles Freeman
Charles Freeman is the president of AdaptFirst Investments. He is a chartered financial analyst in partners with financial advisers to provide investment support and resources in a much more personal way. This includes model investments, customs portfolios, individual stock research, industry and sector analysis, and more.
[00:01 – 08:30 ] Opening Segment
* I welcome our guest for the episode, Charles Freeman
* Charles talks about the state of Public Markets as of January 2021
* He also talks about the real academy and stock market
[08:31 – 25:43] Rising and Falling
* Charles perspective in terms of the market and the broader economy
* the support that Fed has given on the monetary and fiscal side
* Charles talks about his research
* Metrics that Charles tracks to gauge inflation
* Housing and Health Care
* Calculating home crisis
* The factors concerning deflation and inflation
* Strategies to play this market at the present time
* Risk Ma…
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Feb 26, 2021
Contrarian Theory on the Cause of the Housing Boom and Bust with Kevin Erdmann
In this episode, I brought in Kevin Erdmann to talk about contrarian theory on the cause of the housing boom and bust. Kevin was a small business owner for 17 years and in 2010 he sold his business and earned his Master’s Degree in Finance from the University of Arizona which allowed him to get grounded in real-world experience in investing within the rigor of the Academy.
Since 2013, he has blogged about his contrary observations on investment strategies and research. He is a visiting fellow at the Mercatus Center at George Mason University, where he and I connected through a mutual connection. He is currently engaged in two book projects with Mercatus on Housing Finance, land use restrictions, and monetary policy. His first book, Shut Out (Rowman & Littlefield, 2019), offers a contrarian theory on the cause of the housing boom and bust.
[00:01 – 04:03] Opening Segment
* I welcome our guest for the episode, Kevin Erdmann
* Kevin Erdmann talks about his background
* His bu…
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Feb 24, 2021
Thrive Through It with Brittany Cole
Brittany Cole is a Professional Speaker, Career Coach, and consultant. She studied Political Science and Communications at The University of Tennessee, Knoxville, and earned a certification in Strategies for Building and Leading Diverse Organizations from The Harvard Kennedy School of Public Policy.
As a former sales and marketing leader, Brittany has experienced how intentional leadership development increases colleague engagement, accelerates career achievements, and drives business results. In addition to her corporate achievements, Brittany founded Career Thrivers, which is a leadership development firm that partners with organizations to engage, develop and retain diverse talent through targeted leadership development.
[00:01 – 09:36] Opening Segment
* I welcome our guest for the episode, Brittany Cole
* Get access to Brittany’s book
* See Links below
* Brittany talks about her background
* Her corporate career
* Helping others, especially people of color improv…
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Dec 28, 2020
Episode 9 - Matt Browner-Hamlin
Matt Browner Hamlin is an activist, organizer, and writer residing in Washington DC. He is the Head of Engagement Strategy & Planning for Greenpeace International. He has previously worked as He is the Managing Director for Digital Strategy of Ethical Electric, a Senior Economic Strategist at Citizen Engagement Lab and an organizer of OccupyOurHomes.org. He was the Deputy New Media Director of SEIU, the Deputy Internet Director on Chris Dodd's presidential campaign, and the Internet Director on Mark Begich's US Senate campaign in Alaska. Matt blogs about politics at Hold Fast, cocktails, bars, and spirits at A Jigger of Blog, and travel and technology at Blogger Hamlin. He has also been a contributor at AMERICAblog. The views and opinions presented in Matt's posts are his alone. They are not representative of the policies or opinions of his employer or past clients.
[INTRODUCTION]
[00:00:07] ANNOUNCER: Thank you for joining the conversation on Colloquium. This episode is brough…
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Dec 18, 2020
Episode 8 with David Wells
David Wells works as an advisor to individuals, families, and organizations to help them wrestle with and answer the strategic questions they face to grow and succeed into the future. With over 15 years' experience, David leverages his background as an equity analyst, 4x entrepreneur, and Board member to collaborate with senior leaders across the US.
[EPISODE]
[00:00:29] BA: Hello, and welcome to The Conversation on Colloquium. Today, I've got an old friend of mine, David Wells, with me. David, how are you today?
[00:00:36] DW: I'm doing well, Brian. Doing well.
[00:00:38] BA: Thanks for joining us. David and I have known each other for, gosh, longer than I probably care to admit. But he is always been exceedingly thoughtful, smart, hardworking, and I am so happy for him that he is doing well with his consulting business. And he is put together this book, which I think is really needed right now.
So, before we get into the conversation, I'm going to do a little bit of background.…
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Dec 3, 2020
The Future of AI in Real Estate - How to Leverage the Data that Matters
As we’ve seen more and more investors, funds and family offices starting to move away from manual processes to manage their real estate investments and investor relations to relying on technology to help scale their efforts, we decided to highlight how others can harness the power of technology themselves.
As portfolios expand and investor bases grow, the management can quickly get out of hand and the need for technology becomes almost imperative. In order to keep up with the progressive firms that have adopted technology to help with their operations and management efforts, it’s important to first understand the types of software available to real estate investors and second, the data you need to track in order to utilize the software effectively.
On July 9, 2020, Brian Adams, Founder & President of Excelsior Capital, spoke about the future of technology’s place in commercial real estate with Abhinav Somani, Managing Director at Leverton Intelligence, Bennett Washabaugh…
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Dec 3, 2020
Episode #7 with Julie Wald
Julie Wald is the founder, CEO and Chief Wellness Officer at Namaste New York, a wellness company that serves a vast and influential clientele of high-performing business leaders and celebrities in achieving their health goals. Join us as we unearth the steps necessary to achieve a more balanced life and gain "inner wealth."
EPISODE 07
[EPISODE]
[00:00:21] BA: Well, welcome to a conversation on Colloquium. Thank you for joining us. Today I’ve got Julie Wald. It's a real treat for me, one, because her book is phenomenal. And we're going to talk a lot about it. But two, she is one of my best friends and Nashville sister. So it's always kind of fun when you can combine business and friendship in one. So, Julie, thank you for joining us.
[00:00:41] JW: Thank you so much for having me.
[00:00:43] BA: I’m going to give a brief rundown on Julie. Then we're going to go right into it. So Julie is a wellness practitioner for over 25 years. She is the founder, CEO and Chief Wellne…
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Nov 30, 2020
Episode #6 with Jerome Meyers
Jerome Myers is a 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗱𝗿𝗼𝗽𝗼𝘂𝘁 𝘄𝗵𝗼 𝗵𝗲𝗹𝗽𝘀 𝗼𝘁𝗵𝗲𝗿𝘀 𝗲𝘅𝗶𝘁 𝘁𝗵𝗲 𝗺𝗮𝘁𝗿𝗶𝘅. Learn what it means to take the metaphorical red pill and enter upon a journey of self realization and compassion as a black entrepreneur.
EPISODE 06
[EPISODE]
[00:00:21] BA: This is the Inaugural Podcast of Colloquium. I’m Bryan Adams and I have Jerome Myers with me today. And I’ll be honest, I’m a little nervous. I’ve never been on this side of the table. I’ve always been the one answering the questions for the most part. So bear with me, but I think this will be a good one.
Jerome, what is it like to be a black man in America today?
[00:00:49] JM: You know, I don't know that my experience is all that different than yours. I think I probably went to different schools than you did. I’m an engineer by training instead of an attorney, but sti…
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Nov 25, 2020
How Families are Approaching Intergenerational Wealth Transfer in an Election Year
With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential financial implications of an administration change.
Excelsior’s founder, Brian Adams, recently hosted four intergenerational wealth experts in our ongoing webinar series to discuss how families should approach their finances during an election year. The panelists were Aaron Flinn of Waller, Lansden, Dortch & Davis, Chris White of Chronicle Partners, Josh Peifer of Ernst & Young, and William Crenshaw of 2nd Generation Capital, each of whom are working diligently to guide their clients through the uncertainties that this year has brought.
In this webinar they discussed:● Managing a variety of family personalities
● Conversations you should be having with your financial advisors
● Strategic planning and client education
● The importance of personal financial reflection
● Charitable donation options
Hosted on Acast. See a…
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Nov 25, 2020
The Best Practices for Investing in Alternatives as a Boutique Wealth Management Firm or Family Office
On June 19th, Brian Adams, President and Founder at Excelsior Capital spoke with Biff Pusey, Partner at Kimble Advisory, and DJ Van Keuren, President at Family Office Real Estate about the best practices for family offices and boutique wealth advisors to invest in alternatives.
Hosted on Acast. See acast.com/privacy for more information.
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Nov 24, 2020
Investing in Health - How to Operate in the New Normal
Everything in healthcare has changed over the last three months. From the investments being made to how we operate our healthcare facilities, COVID-19 is impacting the way we’ve operated and will forever change the way we operate in the future.
In order to gain a complete understanding of the impact COVID-19 has had and will continue to have on healthcare, we’ve pulled together experts both on the frontlines fighting this disease and also investing in companies that could help prevent major health crises like the one day.
In a webinar hosted on June 5th, 2020, we were joined by Vic Gatto CEO of Jumpstart Health Investors, John Morris, MD Chief of Staff, Vanderbilt Medical Center and Miller Morris, M.A, M.P.H., CEO, The Comma Collective as they provided unique perspectives on the topic of healthcare, public health and health investing as they relate to COVID-19.
Hosted on Acast. See acast.com/privacy for more information.
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Nov 13, 2020
What is a SPAC and why are they so popular?
“The single best risk-adjusted investment you can make.” That may seem like a bold statement, but Dr. David Panton of Navigation Capital Partners gave us good reason to believe it in our recent webinar on SPACs, or special purpose acquisition companies, hosted by Excelsior’s founder, Brian Adams.
In this conversation they discussed the following:
* What defines a SPAC
* The history of SPACs
* The regulations around SPACs
* The recent surge in popularity of SPACs
* Advantages of SPACs compared to typical IPOs or private equity
* The investor journey in a SPAC deal
* Ways to invest in a SPAC
Hosted on Acast. See acast.com/privacy for more information.
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