The Capital Club - SoundSage

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What does the word legacy mean to you? Everyone leaves a legacy, either a default one or an intentional one and Lance Welch's new book, The Legacy Navigator, is a blueprint to create your best legacy possible. Join us for an engaging conversation with Lance Welch, a Certified Business Development Coach with the John Maxwell organization, Certified Behavioral Consultant for DISC Personality Profiles, and author of The Legacy Navigator.

Order your copy of The Legacy Navigator

Connect with Lance

Connect with Brian

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.

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What are the unseen emotional investments and risks accompanying family wealth management, and how can families navigate these to ensure generational success?

In this episode, our guest is Thomasina Williams, a pioneering family dynamics consultant who specializes in guiding ultra-high-net-worth families through the complexities of generational wealth transition. Thomasina sheds light on the often-overlooked human elements of family wealth, emphasizing the critical need for investment in family relationships and effective communication to safeguard and perpetuate wealth across generations.

[00:01 - 07:55] The Overlooked Risks in Family Wealth

The internal family dynamics and external economic factors
The significance of nurturing family relations to maintain wealth across generations
The role of effective communication in mitigating risks associated with wealth transition

[07:56 - 14:34] Communication as a Cornerstone

Communication breakdowns can be the biggest threats to family unity and wealth
The necessity of developing communication skills within family structures
Techniques to improve dialogue among family members to foster a healthier family enterprise

[14:35 - 21:29] Conflict Management and Change Navigation

Strategies to manage conflicts effectively to prevent long-term damage to familial relationships
Importance of addressing and navigating generational changes sensitively
Understanding the psychological impacts of unresolved conflicts within family businesses

[21:30 - 28:16] Implementing Effective Family Governance

The role of governance structures in stabilizing family businesses
How leadership from the top influences family dynamics and business success
Techniques for fostering leadership skills among family members

[28:17 - 34:14] Tools for Future Success

Introduction to practical tools and frameworks to manage family dynamics
The impact of external consultants in facilitating difficult conversations
Future directions in family enterprise consulting focusing on women's roles in family businesses

Key Quotes:

"One of our biggest challenges I think as human beings is just to love people for who they are." - Thomasina Williams

"The real investment needs to be in our families, who are the actual bearers of the legacy we wish to preserve." — Thomasina Williams

Connect with Thomasina!

Website: https://www.developfamilyleaders.com/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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How does the trauma embedded in our DNA influence our personal and professional lives, and what can we do to overcome it?

In this episode, Monica Clare, a global consultant specializing in conflict management and strategic leadership, shares her profound insights into the impact of individual, intergenerational, and collective trauma on business and personal relationships. With a rich background that blends finance, mediation, and psychological safety, she provides actionable strategies for fostering healthier, more creative, and resilient organizations. The conversation delves into the science behind trauma, the importance of self-awareness, and the transformative power of addressing inherited conflicts.

[00:01 - 06:26] Unpacking Conflict: Roots and Recognition

Understanding the layers of conflict: personal, familial, and systemic
The role of self-awareness in recognizing and addressing inherited conflicts
Importance of acknowledging historical and cultural impacts on personal behavior

[06:27 - 12:40] Navigating Through Awareness and Acceptance

The first steps in conflict resolution are awareness and acceptance of underlying issues
Self-regulation techniques to manage personal triggers
The significance of personal responsibility in healing and transformation

[12:41 - 18:23] Implementing Change: Theory and Practice

Practical applications of theories like polyvagal and epigenetics in everyday interactions
The benefits of creating a supportive environment for open dialogue and self-reflection
How structured communication practices can alleviate longstanding familial conflicts

[18:24 - 24:01] Cultivating Compassion and Establishing Boundaries

Differentiating between empathy and compassion in conflict resolution
The role of boundaries in maintaining healthy personal and professional relationships
Strategies for effective negotiation and maintaining boundaries within family businesses

[24:02 - 29:54] Legacy and Leadership: Preparing for Transition

Preparing family businesses for generational transitions through effective leadership and legacy planning
The importance of acknowledging and integrating the wisdom of elder generations
Techniques for ensuring smooth transitions and the continued success of family businesses

Key Notes:

"Responsibility is the ability to respond. If I'm responsible for myself, I'm able to respond to my own reactions, my own issues." - Monica Clare

"If you're in a position of leadership, acknowledging that we're all shareholders in humanity's legacy is crucial for transformative leadership." - Monica Clare

Connect with Monica!

Website: https://www.monicaclare.ca/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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How is the shifting financial landscape affecting estate planning and wealth transfer between generations?

In this captivating episode of the Capital Club podcast, host Brian engages with Anthony Venette, Director of Business Valuation & Advisory at DeJoy & Co. Anthony brings to the table his expertise in estate planning and business valuation, particularly focusing on optimizing gift and estate tax strategies for business owners. As the financial world grapples with demographic shifts and changing tax laws, Anthony sheds light on the critical intersection of income tax, estate tax, and business valuation, offering valuable insights into strategic wealth transfer across generations.

[00:01 - 08:33] Introducing Anthony Venette

Anthony's role in business valuation and estate planning
The demographic shift impacting business and wealth transfer
The importance of understanding the nexus between generations in estate planning

[08:34 - 16:01] Navigating the Estate Tax Landscape

Upcoming changes in tax exemption and their impact
Strategies for optimizing gift and estate tax planning
The importance of proactive planning in estate management

[16:02 - 24:20] Advanced Estate Planning Techniques

The use of carried interest in estate planning
Differences between European and American waterfall structures in funds
The strategic benefits of early planning in estate tax optimization

[24:21 - 32:12] The Role of Family Offices in Estate Planning

How family offices can enhance wealth transfer strategies
The significance of closely held business discounts and appreciation in estate planning
The impact of legal structures on wealth management

[32:13 - 38:07] Carried Interest and Derivative Sales

In-depth exploration of carried interest and its role in estate planning
Understanding the vertical slice rule and carried interest derivative sales
The need for expert guidance in complex estate planning scenarios

Key Notes:

"We sit at the nexus point between generations, facilitating that handshake from baby boomers to Gen X and millennials." - Anthony Venette

"Estate planning isn't just about the numbers; it's about establishing and preserving legacy." -Anthony Venette

Connect with Anthony!

Website: https://www.teamdejoy.com/contact-us

LinkedIn: https://www.linkedin.com/in/anthonyvenettecpaabv/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Could understanding the dynamics of succession planning in family businesses offer clues to navigating personal and professional transitions more effectively?

In this episode, Brian engages with guest Shelley Forsythe in a deep dive into the intricacies of succession planning in family businesses. Shelley, an expert in family governance and legacy planning with BMO Family Office, shares her insights on the importance of early planning, the role of professional advisors, and the emotional complexities involved in handing over the reins to the next generation. The conversation uncovers common pitfalls in succession planning, the significance of communication and external support, and how these elements contribute to the successful transition of leadership and legacy within family enterprises.

[00:01 - 07:21] The Art of Succession Planning

Succession planning in family businesses and its challenges
The importance of starting early and integrating technical and qualitative aspects
The role of professional advisors in facilitating the process

[07:22 - 14:24] Next-Gen Leadership and Legacy

Preparing the next generation for leadership roles
Balancing personal passions with family business obligations
The significance of independent board members in the transition process

[14:25 - 22:06] The Family Meeting Framework

Strategies for effective family meetings
The importance of neutral venues and inclusive agendas
Integrating fun and meaningful activities to strengthen family bonds

[22:07 - 29:14] Navigating Family Dynamics

Addressing the emotional aspects of succession planning
The role of family councils in larger family enterprises
Adapting to generational changes within the family business context

[29:15 - 37:16] Cultivating a Sustainable Family Legacy

The significance of aligning family values with business goals
Utilizing family councils for generational representation and decision-making
The role of philanthropy and social responsibility in the family legacy

Key Notes:

"Succession planning is not just about business transition; it’s about preparing the family for a future that sustains their values, legacy, and relationships." - Shelley Forsythe

"The best time to start planning your succession is yesterday; the next best time is today." – Shelley Forsythe

Connect with Shelley!

Website:https://privatewealth-insights.bmo.com/en/experts/shelley-forsythe/

LinkedIn: https://www.linkedin.com/in/shelley-forsythe-fea-cfp-tep-mfa-p-cepa-2171b220/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Can the right estate planning approach preserve wealth and prevent family discord, or is the dissipation of wealth an inevitable outcome of generational transitions?

In this episode, Brian sits down with Syd Walker, an estate planning consultant specializing in serving ultra-high-net-worth families. Their conversation delves into the nuanced world of estate planning, asset distribution, and the evolving concept of generational wealth management. Syd shares his journey from a campus minister and foreign missionary to a trusted advisor in the family office space, offering unique insights into creating actionable plans that resonate with family values and long-term objectives.

[00:01 - 06:22] The Evolution of Estate Planning

Syd's transition from ministry to estate planning
The impact of family office conferences on industry practices
The importance of authentic engagement in wealth management

[06:23 - 13:08] Servant Leadership in Wealth Management

The concept of a 'servant's heart' in serving wealthy families
The role of empathy and understanding in financial advisory
Challenges of aligning family dynamics with wealth preservation

[13:09 - 20:14] Personal Stories and Professional Insights

Syd's personal experience with family and wealth
Case studies illustrating the scope of his estate planning work
The process and importance of comprehensive family assessment

[20:15 - 27:42] Entrepreneurial Journey and Client Engagement

Syd’s experiences and realizations as an entrepreneur
The significance of problem-solving and education in wealth management
The process of engaging with families and creating tailored action plans

[27:43 - 34:11] Legacy Beyond Wealth

Strategies for defining and preserving a family legacy
The role of governance and practical legacy in estate planning
Closing thoughts on achieving wealth success and maintaining family unity

Key Notes:

"When you put yourself in the position of a servant, that's exactly how a lot of people will treat you." - Syd Walker

“One of the commonly held thoughts on why most families fail is a lack of trust.” - Syd Walker

Connect with Syd!

Website:https://www.prosperispartners.com/

LinkedIn:https://www.linkedin.com/in/sydwalker/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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How can high-net-worth individuals protect their digital lives from increasingly sophisticated cyber threats?

In this episode, Chris Pierson, a renowned cybersecurity expert, discusses the dynamic and fast-evolving nature of cyber threats, especially against high-net-worth individuals and family offices. They delve into the complexities of digital executive protection, the nuances of cyber risks for corporations versus individuals, and practical steps for enhancing cybersecurity. The conversation illuminates the multi-faceted approach required to safeguard digital assets, highlighting the importance of active defense and the necessity of adapting to the ever-changing cyber landscape.

[00:01 - 07:10] The Ever-Changing Cyber Threat Landscape

The rapid evolution of cyber threats and their impact on families and corporations
The sophistication of cybercriminals and nation-state actors
The personal experience of cyber threats by high-profile individuals

[07:11 - 14:35] Cybersecurity Dichotomy: Professional vs. Personal

The disparity between cybersecurity measures in family offices and personal lives
The concept of being a constant target regardless of one's role or position
The importance of a holistic approach to cybersecurity across all facets of life

[14:36 - 21:33] Practical Cyber Defense Strategies

Emphasis on active defense and practical steps to improve cybersecurity
The critical role of education in combating cyber threats
Recommendations for implementing robust cybersecurity measures in daily life

[21:34 - 26:32] Balancing Convenience and Security

The challenge of reducing friction while maintaining high-security standards
Personal anecdotes and examples of effective cybersecurity practices
The relationship between user experience and cybersecurity effectiveness

[26:33 - 33:37] Emerging Cybersecurity Trends and Personal Insights

Discussion on new and not widely reported cybersecurity threats
Personal routines and practices that contribute to peace of mind in a digital world
The significance of staying ahead of cyber threats through proactive measures

Key Notes:

"Once something is stolen digitally, it's gone forever. That's why protection is so important." - Chris Pierson

"The goal is to try to get the individual to move as far as they can into a better place from a cybersecurity and privacy perspective." - Chris Pierson

Connect with Chris!

Website:https://blackcloak.io/

LinkedIn:https://www.linkedin.com/in/drchristopherpierson/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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How can understanding your family history empower you to make better decisions and create a lasting legacy?

Today, our guest is John Seaman, an accomplished author, historian, and entrepreneur who has dedicated his career to helping families and organizations leverage their histories to shape their futures. John shares his unique perspective on the power of family narratives and how understanding the past can drive meaningful and sustainable decisions for future generations. He discusses the importance of going beyond mere genealogy and delving into the rich, complex stories that define a family's values, experiences, and identity.

[00:01 - 05:29] The Circuitous Route to Family History

John's background in academic history and biography
Transitioning from historical consulting to focusing on family enterprises
The personal anecdote that validated John's path in family history

[05:30 - 10:43] The Power of Family Narratives

How family history binds families together beyond just money
The role of family history in decision-making
The importance of understanding the "why" behind family decisions

[10:44 - 16:39] Best Practices for Capturing Family Histories

Going beyond genealogy and legacy films to uncover rich, complex stories
The value of professional research and historical methodology
The role of family representatives in initiating family history projects

[16:40 - 22:18] Navigating Difficult Pasts and Generational Divides

The importance of confronting and learning from difficult family histories
How younger generations can reimagine family values and find their place in the story
The potential for difficult pasts to serve as narrative drivers for positive change

[22:19 - 31:52] Engaging with Family Histories in the Modern Age

Common pitfalls and the importance of emotional commitment and trust
The various formats for presenting family histories
The value of making family histories accessible among family members

Key Notes:

"Understanding our past helps us make meaningful and sustainable decisions for our family's future." – John Seaman

"A legacy is not just transmitted, but it's also received, and it has to be received for it to carry forward from one generation to the next." - John Seaman

Connect with John!

Website:https://www.saybrookpartners.com/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Have you ever wondered how inheriting wealth can shape one's life beyond the financial aspects?

In this episode, our guest is Chip Fisher, the founder of Ursus Advisory, a consultancy practice dedicated to advising ultra-high-net-worth individuals and their next generations on the nuances of managing inherited wealth. Chip, drawing from his rich background and personal experiences, sheds light on the idiosyncratic yet emblematic stories of families navigating the complexities of wealth. Through candid discussions, the episode explores the transformative journey of understanding wealth's impact on identity, relationships, and societal contributions.

[00:01 - 07:56] Exploring Wealth's Waters

Chip Fisher's journey into the world of wealth consultancy
The significance of understanding one's origins and the impact of wealth on identity
The empathetic approach towards advising ultra-high-net-worth individuals

[07:57 - 14:01] Finding Purpose Beyond Money

The entrepreneurial mindset as a pathway to meaningful engagement with wealth
The importance of finding purpose and passion beyond financial security
Insights into Chip's approach to offering value and empathy in his consultancy practice

[14:02 - 21:57] Navigating Personal Connections

The complexities of relationships within the context of inherited wealth
Strategies for fostering authentic connections and avoiding the pitfalls of wealth in social dynamics
Chip's reflections on friendship, partnership, and familial bonds in the shadow of affluence

[21:58 - 28:46] How to Embrace Simplicity and Fulfillment

Chip Fisher's philosophy on living a meaningful life amidst wealth
The role of hobbies, interests, and community in enriching one's life
The importance of self-care and doing things that bring joy and personal growth

[28:47 - 37:11] The Road Ahead for Wealth Stewards

The future of wealth management and the evolving role of advisors
Chip's insights into the onboarding process and the journey with his clients
The significance of self-care and daily practices in maintaining balance and peace

Key Notes:

"The greatest thing you could do for yourself is to be well-read and informed." - Chip Fisher

"You have to live your life as if the money is not a subject you need to deal with all the time." - Chip Fisher

Connect with Chip!

LinkedIn: https://www.linkedin.com/in/chipfisher

Website: https://www.fisherwallace.com/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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What if wealth was more than just financial capital? How do different forms of capital influence wealth transfer and personal growth within family businesses?

In this episode, Brian engages with Ambreen Bhaloo, a seasoned family enterprise advisor and coach, in a profound discussion on redefining wealth beyond financial measures. Ambreen brings her unique perspective on wealth, emphasizing the significance of human, emotional, social, and spiritual capital. They delve into the nuances of nurturing next-generation leaders, the complexities of wealth transfer, and the transformative power of self-awareness and mindset in personal and professional growth.

[00:01 - 06:02] Wealth Redefined

Wealth encompasses more than financial capital; it includes human, emotional, social, and spiritual aspects
The importance of recognizing and leveraging all forms of capital in wealth transfer
Stories as powerful tools for understanding and conveying the holistic nature of wealth

[06:03 - 12:37] Personal Growth and Mindset

The critical role of self-awareness in navigating personal and financial growth
How mindset shifts can dramatically change one's relationship with money and success
The benefits of coaching and mentorship in personal development

[12:37 - 18:10] The Power of Vulnerability and Coaching

Overcoming the stigma associated with seeking help and the importance of coaching
Ego and fear as barriers to growth, and the value of vulnerability
The coach's role in facilitating self-discovery and empowerment

[18:10 - 24:46] Next-Gen Education and Wealth Transfer

Preparing the next generation for stewardship of wealth through education and self-knowledge
The dynamics of family business and intergenerational wealth transfer
Empowering women and the younger generation in financial and business matters

[24:46 - 30:16] Creating a Legacy of Empowered Wealth

The significance of aligning investments with personal values
The importance of open communication and creating a safe space for dialogue within families
Encouraging curiosity and non-judgment in family discussions about wealth and values

Key Quotes:

"Fear is often excitement without breath." - Ambreen Bhaloo

“If you have fear, get rid of that fear. Empower yourself. Look at what's underneath the fear and then build the strength.” - Ambreen Bhaloo

Connect with Ambreen!

Website: https://www.ambreenbhaloo.com/

LinkedIn: https://ca.linkedin.com/in/ambreenbhaloo

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Can technology redefine how ultra-high-net-worth individuals manage their estates?

In this episode, Brian engages with Jonathan B. Fishbeck, the visionary behind EstateSpace, a pioneering platform transforming asset management for the high-net-worth sector. Jonathan shares his journey from a computer science background through to becoming a serial entrepreneur, leading to the inception of EstateSpace. The conversation delves into the unique challenges faced by family offices and the ultra-wealthy in managing their extensive portfolios of properties and assets. Jonathan explains how EstateSpace not only addresses these challenges through innovative technology but also positions itself as a crucial player in risk management and strategic planning for its clientele.

[00:01 - 06:33] The Genesis of Estate Space

Transition from construction to tech entrepreneur
Identifying the gap in asset management for the ultra-wealthy
The foundation and mission of EstateSpace

[06:34 - 12:26] Solving Complex Problems

Tailoring solutions for family offices
EstateSpace's impact on asset and property management
The evolution of the platform to meet client needs

[12:27 - 18:47] Understanding the Market's Needs

Addressing the ultra-high-net-worth market's challenges
The strategic decision to focus on a niche segment
Feedback and adaptation to client requirements

[18:48 - 24:13] Innovations and Forward-Looking Strategies

Advanced task management and insurance optimizations
EstateSpace's approach to risk management and insurance partnerships
Expanding the platform with AI and financial management tools

[24:14 - 31:28] Entrepreneurial Insights and Future Outlook

The importance of understanding market needs and client feedback
Estate Space's growth strategy and upcoming AI initiative
Jonathan's advice to aspiring entrepreneurs

Key Quotes:

"At the end of the day, Estate Space is always meant to be easy, secure, and solve the problems of those that they serve." - Jonathan B. Fishbeck

"Listening to our clients and partnering with them has been our greatest strength." - Jonathan B. Fishbeck

Connect with Jonathan!

Website: https://estatespace.com/

LinkedIn: https://www.linkedin.com/in/fishbeck

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Why do very few of today's wealthiest families trace their fortune back to the magnates of 1900, despite the high investment returns since then?

In this episode, Brian delves into wealth sustainability and financial decision-making with Victor Haghani, founder and CIO of Elm Wealth and co-author of "The Missing Billionaires: A Guide to Better Financial Decisions." He shares insights into why many fortunes don't survive across generations, highlighting the importance of smart investment strategies, risk management, and adaptable spending policies. Through an engaging conversation, listeners gain a deeper understanding of the empirical facts and strategic decisions crucial for long-term wealth preservation.

[00:01 - 06:34] The Genesis of "The Missing Billionaires"

How Victor identified a gap in the financial decision-making literature
The surprising historical fade of wealth across generations
The book's impact and relevance

[06:35 - 12:16] Deciphering Wealth Dissipation

The phenomenon of wealth not persisting across generations
Rigid spending policies exacerbate financial vulnerability over time
The role of risk management and spending policies in preserving wealth

[12:17 - 17:59] Risk, Return, and Spending: The Critical Triad

How to diversify investments and avoid overly concentrated portfolios
The danger of rigid spending policies and the need for adaptability
A utility function to make informed risk-taking decisions

[18:00 - 24:14] The Cultural Aspect of Financial Decisions

Generational differences in approach to wealth can lead to its dissipation
The importance of entrepreneurial spirit in sustaining family wealth
Balancing between growing and preserving wealth across generations

[24:15 - 29:06] Future-Proofing Wealth: Strategies and Reflections

The importance of aligning investment strategies with personal and familial goals
Practical advice for those facing a liquidity event or starting a family office
The societal implications of wealth accumulation and preservation

Key Quotes:

"Every author finds the motivation in feeling that there's a gap that's crying out to be filled." - Victor Haghani

"The more risk that you take, the more that you're eating into your compound returns." - Victor Haghani

Connect with Victor!

Website: www.elmwealth.com

LinkedIn: https://www.linkedin.com/in/victorhaghani

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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How can family businesses navigate the complexities of succession planning to ensure a legacy of success?

In this episode of the Capital Club Podcast, Brian sits down with Dan Beenken, Director of the University of Northern Iowa Family Business Center. With over 15 years of experience in succession consulting, Dan delves into the unique challenges and opportunities that come with family business succession planning. From "Jerry Springer moments" to strategic success stories, this conversation sheds light on the importance of communication, preparation, and the delicate balance of family dynamics in business. Listeners will gain invaluable insights into creating a sustainable legacy for generations to come.

[00:01 - 08:17] The Genesis of Succession Planning

The proliferation of family business centers addressing succession planning
The role of external training and networking in enhancing family business consulting
Identifying common succession challenges, such as generational tug-of-war and sibling rivalry

[08:18 - 16:10] Navigating Generational Transitions

Importance of trust and letting go for the founding generation
Addressing sibling dynamics and power struggles in succession
The critical role of clear communication and planning in avoiding "self-inflicted wounds."

[16:11 - 24:08] Building a Framework for Success

Utilizing peer-to-peer learning for sharing experiences and strategies
Importance of external experiences and roles for successors
The value of third-party consultants in facilitating difficult conversations

[24:09 - 31:44] Case Studies and Success Stories

Detailed case study of a manufacturing firm's succession planning
The impact of in-law dynamics on succession processes
Structured approaches to transition planning and role assignment

[31:45 - 36:06] Lessons Learned and Best Practices

Early communication and involvement of next-gen in the business
The necessity of external work experience for successors
Clarity and openness as essential elements for successful transitions

Key Quotes:

"For everybody, it's so much easier to hold others accountable than it is to hold yourself accountable." - Dan Beenken

"Clear is kind, and unclear is unkind." - Dan Beenken

Connect with Dan!

Website: https://unifamilybusinesscenter.com/

LinkedIn: https://www.linkedin.com/in/danbeenken

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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How can the intertwining of personal heritage and business innovation forge a legacy that transcends generations and borders? In this episode, we explore Adam Taki's fascinating family story. With a rich heritage that spans continents and industries, Adam shares his unique perspective on building a bridge between traditional family values and contemporary entrepreneurial ventures. From the origins of his family’s business in Japan to the evolution of his investment strategies in the United States, this conversation unveils the layers of challenges and triumphs that come with carrying forward a legacy. Through stories of resilience, strategic innovation, and personal discovery, Adam provides insight into what it means to maintain relevance in an ever-changing business landscape while staying true to one's roots.

[00:01 - 06:07] Legacy of Innovation

The significance of family history in shaping business acumen
The transition from traditional Japanese business to Western markets
The role of personal challenges in driving innovation

[06:08 - 14:03] Crafting a Global Brand

Strategies for global expansion and brand development
Overcoming cultural and market barriers
The importance of vision in leadership

[14:04 - 23:21] Navigating Personal and Professional Growth

The interplay between personal identity and business decisions
The impact of academic pursuits on professional paths
Balancing family legacy with individual aspirations

[23:22 - 30:09] Innovative Investment Strategies

The evolution of investment strategies in a changing economy
Utilizing tax lien receivables as an investment vehicle
The importance of adaptability in investment

[30:10 - 36:08] Building a Legacy for the Next Generation

The challenges of living up to a family legacy
The role of mentorship and legacy in entrepreneurship
Strategies for impact investing and creating sustainable value

Key Quotes:

"Never stop asking questions, because through them, you find paths to improvement." - Adam Taki

"Thinking about your exit when starting a business is not counterintuitive; it's strategic." - Adam Taki

Connect with Adam!

Website:https://actlien.com/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Have you ever considered how the complexities of the insurance market can impact your personal and business decisions?

In this episode, Brian is joined by Kama Moseley from Lockton Private Risk Solutions. With her unique blend of legal expertise and insurance knowledge, Kama delves into the unprecedented challenges of the current insurance market. They explore how severe weather events, interest rates, and inflation are reshaping insurance strategies, especially for ultra-high-net-worth individuals. Kama shares insightful tips on navigating this turbulent market, emphasizing the importance of comprehensive risk management and the role of insurance in legacy preservation.

[00:01 - 08:08] Introduction to Kama Moseley and Lockton

Kama's background in law and insurance
Lockton's status as a privately owned company influences its operations
Lockton's unique position in the insurance market

[08:09 - 15:17] Discussing the Hard Market in Insurance

Understanding of what a hard market in insurance means
How clients are affected by rising premiums and policy changes
The importance of having a knowledgeable broker in tough markets

[15:18 - 22:08] Private Risk and Liability Concerns

The evolving nature of private risk insurance
The significance of liability coverage in protecting assets
Strategies for managing personal risk

[22:09 - 30:00] Breaking Down Insurance Terms

Clarity on fundamental insurance terms
Insight into the reasons behind rising premiums
The potential future trajectory of insurance costs

[30:01 - 38:30] Liability and Risk Management Strategies

The need for comprehensive risk management
The role of insurance in legacy preservation
Effective strategies for ultra-high-net-worth individuals

Key Quotes:

"In an unprecedented hard market, it's about finding new avenues to manage risks effectively." - Kama Moseley

"Insurance is not just about premiums; it's about understanding and covering your true risks." - Kama Moseley

Connect with Kama!

Website:https://global.lockton.com/co/es

LinkedIn: https://www.linkedin.com/in/kamamoseley

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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How can reframing the purpose of wealth and family offices lead to a more meaningful and impactful legacy?

In this episode, Brian delves into a conversation with Jill Barber, President of CYMI Holdings, and Greg McCann, Co-Founder of Generation 6 Family Enterprise Advisors. They explore the evolving landscape of family offices, emphasizing the shift from traditional wealth management to a more holistic approach centered around family well-being and purpose-driven wealth. The dialogue uncovers the challenges and potential of family offices in nurturing both financial success and family harmony, highlighting the importance of leadership, culture, and reframing wealth. Let's dive in!

[00:01 - 00:10:24] Rethinking Family Office Fundamentals

Challenges in the traditional family office model
The importance of shifting focus from wealth to individual family members
Exploring new models for family offices centered on individual and family well-being

[10:25 - 20:42] Leadership and Culture in Family Offices

The role of leadership in shaping family office culture
Building a culture that values both individual and collective growth
The impact of internal culture on family dynamics

[20:43 - 30:26] Wealth, Well-being, and Family Harmony

Balancing wealth management with family member well-being
Strategies for addressing family dynamics and conflicts
The importance of understanding the family’s purpose and values

[30:27 - 40:10] Innovation and Reframing in Family Offices

Innovative approaches to managing family offices
The concept of reframing wealth and its purpose
Encouraging entrepreneurial spirit within the family structure

[40:11 - 45:10] Practical Applications and Future Outlook

Practical tips for implementing change in family offices
The importance of ongoing adaptation and learning
Future trends and potential shifts in the family office landscape

Key Quotes:

"When you change one person in the system or one part of the system and the whole system changes." - Jill Barber

"Owning your strengths, weaknesses, and blind spots is just part of being a great person and leader." - Greg McCann

Book: Reshaping Reality: Unlocking the Potential of the Single Family Office

Connect with Jill!

LinkedIn: https://www.linkedin.com/in/jill-barber-22b6404

Connect with Greg!

LinkedIn: https://www.linkedin.com/in/greg-mccann-039a3a7

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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How can understanding and evolving the family business owner roles and responsibilities support long-term success and sustainability? In this episode, Nick Di Loreto, a Partner at BanyanGlobal Family Business Advisors, talks about the complexities and challenges of generational transition in family businesses. With his extensive experience in advising private family businesses, he delves into the nuances of ownership, the importance of defining roles, and the development of effective strategies for both current and future generations.

[00:01 - 06:23] - The Journey into Family Business Advisory

Nick's personal background and entry into family business advisory
The unique nature of family businesses compared to other corporate structures
Insights into the transition from unawareness to becoming a key advisor in the field

[06:24 - 13:57] - Defining Effective Ownership in Family Businesses

The importance of understanding the concept of ownership and its impact on business success
The ten core competencies required for effective ownership
How ownership roles and expectations influence family business dynamics

[13:58 - 18:40] - The Dynamics of Roles and Responsibilities

The various types of owners within a family business and their roles
How defining owner roles can prevent conflict and foster better decision-making
The significance of clear communication and role expectations in a family business setting

[18:41 - 26:10] - Building Competencies and Overcoming Inertia

Strategies for developing competencies among family business owners
The challenge of overcoming inertia and generational gaps in family businesses
The role of external education and resources in enhancing owner skills

[26:11 - 32:06] - The Future of Family Business: Adaptation and Growth

The need for family businesses to adapt to changing roles and market conditions
The importance of structured governance and decision-making processes
The evolution of family businesses and the impact of external influences

Key Quotes:

“What no one really tells you is that you can hire managers and board members, but you can’t hire owners and family members. So focus on developing as owners and family members, because those roles are irreplaceable.” - Nick Di Loreto

“The process is as, if not more, important as the outcome.” - Nick Di Loreto

Connect with Nick!

Website: https://banyan.global/

LinkedIn: https://www.linkedin.com/in/nicholasadiloreto

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Money is often a taboo topic that causes stress and anxiety. In this episode, Maggie Klokkenga, a financial coach who helps people improve their relationship with money, explains that our habits around money often stem from childhood and the messages we internalize from our parents. These "money scripts" continue to influence how we think and act with finances unconsciously. She discusses techniques to rewrite those money scripts and make more conscious, values-aligned choices about spending and saving.

Maggie Klokkenga is a CERTIFIED FINANCIAL PLANNER™, CPA, AFC®, and the founder of Make a Money Mindshift, a financial coaching firm in central Illinois. Maggie has been in the financial services industry for over 25 years, and she teaches that once you discover your WHY, you can adjust your mindset and change your HOWs to achieve your WHATs.

[00:01 - 09:19] Why Money Remains a Taboo Topic

Societal attitudes that discourage open conversations about money often root back to childhood
The familiar discomfort when discussing income and finances even with family members
Money scripts learned from parents continue influencing our financial behaviors unconsciously

[09:20 - 21:44] Techniques for Rewriting Money Mindsets

Maggie uses "Money Script Thought Ladders" to help shift limiting mindsets gradually
This model triggers awareness of emotional charges and physical reactions related to money talk
Practice pauses and breathing, grounding skills to reduce anxiety in money contexts

[21:45 - 29:58] Current Pain Points Around Personal Finance

High-interest debt from credit cards charging 25-30% is distressingly common
The re-emergence of federal student loan repayments after the pandemic pause is a rude awakening
Lack of basic financial literacy education feeds confusion and erodes confidence

[29:59 - 39:23] Coaching Women in Financial Transition

Listening without judgment, letting them process emotions and "word vomit" initially
Tackling logistical money issues first before examining feelings more deeply
Avoiding analysis paralysis by celebrating tiny money victories consistently

Key Quote:

"It's so uncomfortable for our brains to make change. Our brains want us to stay safe... Until something almost thrusts us into a new experience." - Maggie Klokkenga

Connect with Maggie Klokkenga!

Website: https://makeamoneymindshift.com/

LinkedIn: https://www.linkedin.com/in/maggie-klokkenga-cpa-cfp/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Buckle up for an inside look at the complex world of private jets. Host Brian Adams talks with FlyExclusive President Tommy Sowers about his unusual path to leading one of the nation’s top charter companies. They turbulence-proof your understanding of this fragmented industry, from dodging shady operators to knowing when to pull the trigger on buying your own plane. Along the way, Tommy shares what powers flyExclusive's journey from startup to industry rocketship. But it's not all clear skies—they also unpack hair-raising risks like safety gaps and crippling cash burn.

The Honorable Tommy Sowers, Ph.D., serves as President of flyExclusive expanding on a career in entrepreneurship, academia, the military and public service. He is a graduate of Duke University and received his Masters and Ph.D. from the London School of Economics. A U.S. Army Green Beret combat veteran, Sowers previously served as an Assistant Secretary of the U.S. Department of Veterans Affairs. He co-founded and was Chief Executive Officer of Durham and San Francisco-based GoldenKey and was a management consultant at McKinsey & Company. Tommy most recently served as the Southeast region lead for innovation for the U.S. Department of Defense and taught innovation and entrepreneurship at Duke University.

[00:01 - 06:23] Growth and Fragmentation of the Private Aviation Industry

Tommy's unconventional path to becoming President of flyExclusive after an exit
The founding and bold vision of flyExclusive to build a large operation in a small NC town
FlyExclusive has grown from 1,838 to 2nd largest by flight hours
The industry remains fragmented with high barriers to M&A
Capital intensity contributes to fragmentation

[06:24 - 17:59] Projecting the Future and Evaluating Providers

Boom during pandemic but expects cyclical normalization
Key criteria: safety ratings, mission match, maintenance reliability
Assess strategy/longevity, get on a plane to inspect quality
Complicated business prone to cash burn - warning signs

[18:00 - 21:38] Plane Ownership Considerations

Safety issues are an obvious non-starter
Around $10M+ net worth is the typical threshold
Time savings and flexibility main benefits of outright ownership

Key Quote:

"Our founder likes to say, once you try private, it's hard to go back." - Tommy Sowers

Connect with Tommy Sowers!

Website: https://www.flyexclusive.com/

Email: tommy@flyexclusive.com

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Running a successful multi-generational family business is no easy feat. The statistics are daunting—only about 30% survive into the second generation and a mere 12% operate into the third. So what sets the thriving minority apart? In this episode, third-generation business owner Rodrigo Himiob draws upon his personal experience navigating the familial complexities of business to provide some keen insights. Discover what Rodrigo has identified as the core component for harmoniously carrying on an enduring family legacy.

Rodrigo Himiob is a family business advisor who embraces a collaborative, process-improvement approach to solving complex business problems. Venezuelan-born, Rodrigo is a third-generation business owner whose expertise encompasses executive leadership, operations, project management, and strategic planning. His academic training as an engineer and experiential knowledge as a family business advisor differentiate him as a service provider, and his ability to move people as harmonic units toward a common goal augments his value as a board member.

[00:01 - 06:08] Rodrigo's Background and Journey into Family Business Consulting

3rd generation family business owner in Venezuela
Studied engineering but always had a passion for family businesses
Provides perspective as an owner who wants to carry on the legacy

[06:09 - 20:04] Bringing in Advisors to Prevent Bigger Issues

The trigger is often an acute moment of anxiety - death, retirement, turmoil
Advisors are usually brought in to put out fires instead of proactively
Best to bring in advisors early to prevent bigger issues down the line
Rules and meeting agreements facilitate better communication

[20:05 - 25:20] Non-Family Dynamics and Red Flags

Important to give spouses and trusted advisors a voice
Building shared base knowledge enables productive discussions
Red flags - legal disputes and overly pushy family member

[25:21 - 33:22] Professionalizing the Family Enterprise

Thoughtful process for bringing in outside executives
Have buy-in from family for major decisions
Frequently reassess board competencies as the company evolves
Need to move from a "country club" to a proper institutionalized board

Key Quote:

“Focus on what your points of unity are. Work toward those because that's ultimately what we're trying to build.” - Rodrigo Himiob

Connect with Rodrigo Himiob!

Website: https://generation6.com/

Email: rhimiob@generation6.com

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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For families with great wealth, financial capital is just table stakes. The real challenge is the human element—how families relate to each other across generations. In this conversation, Aileen Miziolek provides concrete strategies for helping family members better communicate, resolve conflicts, and build partnerships.

Aileen Miziolek helps families use their wealth intentionally, with meaning, purpose, and direction to create the fulfilling lives they desire. She is a guide to business-owning families and families of means who are navigating the unique opportunities and challenges of inter-generational wealth transfer, business succession planning, estate planning, and philanthropy. Aileen brings a multi-disciplined and integrated approach to her work, including 20 years of experience in complex financial and estate planning, family systems coaching, and family business consulting. She is the co-author of Inspired Wealth, Financial Leadership for the 21st Century, and believes that all families can learn the skills to flourish at the intersection of wealth, personal well-being, and positive family relationships.

[00:01 - 06:44] Early Days and Evolution of Aileen’s Work

Started as an entrepreneur during the Great Recession
Became a financial planner focused on family businesses
Wrote the book Inspired Wealth about integrating coaching and mindset work

[06:45 - 20:25] The Power of Systems Coaching and Relationship Skills

Systems coaching works with the whole family, not just individuals
Teaches critical relationship skills
Focuses on co-creating, adapting together
Managing conflict and staying curious

[20:26 - 34:21] Working with Sibling Teams

Define partnership, create a shared vision
Utilize complementary strengths
Establish trust and belief in each other
Validate differences but nurture collaboration

[34:22 - 44:00] Coaching Program with a Financial Planning Process

Creating a process for people to understand their financial goals
Facilitating communication in families
The mission to grow wealth sustainability

Key Quote:

“The fastest way to destroy wealth is conflict in families.” - Aileen Miziolek

Connect with Aileen Miziolek!

Websites: https://aileenmiziolek.com/ and https://www.thefbcg.com/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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What does it take for a family business to successfully transition ownership and leadership across generations while retaining familial bonds?

In this episode, third-generation business owner Todd Garretson shares his wisdom on intentionally building cultures grounded in shared purpose and values to ensure harmony and growth for the long haul.

As a former executive in a 75M manufacturing family business he co-owned and eventually sold, Todd Garretson brings multi-generational perspectives to his specialty advisory firm serving family enterprises. With over 20 years of leadership experience across strategy, culture, and organizational development, Todd provides invaluable guidance to founder-led and privately held companies approaching ownership/leadership transitions.

[00:00 - 12:32] Embedding Family Values into Business Culture

Create intentional design for the desired culture
Define the purpose of uniting families across generations
Use values to guide behaviors and decisions

[12:33 - 21:07] Building Trust Through Communication Norms

Establish "being together" principles
Help family members understand communication styles
Adapt methods for cross-generational leadership

[21:08 - 31:07] Aligning Strategy and Culture

Culture and strategy must work in sync
Leadership signals shape strategic culture
Values embedded enable strategy execution

[31:08 - 43:39] Leadership Development as Succession Planning

Involve the next generation in enterprise sooner
Create internal leadership development programs
Tailor messages for cross-generational preferences

Key Quote:

"Wherever people gather, whether it be in a team setting, whether it be your family, whether it be an organization or a community group, there's a culture that's forming and we know that culture is either going to be by design or it's going to be by default." - Todd Garretson

Connect with Todd Garretson!

Website: https://www.circlemakers.co/

LinkedIn: https://www.linkedin.com/in/toddgarretson/

Email: todd@circlemakers.co

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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In this episode, Brian is joined by international tax and immigration experts David and Mel to discuss the complex process of obtaining an alternative citizenship or residence for high-net-worth individuals concerned about global instability. They outline common motivations, provide real client examples, explain key planning considerations around taxation and inheritance, and offer best practices for anyone exploring this route.

[00:00 - 08:20] - Wealthy Americans Seek Second Passports

How U.S. citizenship-based taxation complicates moving abroad
Citizenship by investment involves complexities
Exiting U.S. citizenship triggers serious exit tax and inheritance implications

[08:21 - 22:07] - Holistic Approach to International Living and Tax Planning

Individual situations vary, requiring tailored plans for optimal tax efficiency
Balance lifestyle and tax efficiency
Consider financial, family, and future aspects in holistic reviews

[22:08 - 31:53] - Understanding Inheritance Tax in Expatriation Planning

Strategy involved the pre-transfer of assets before considering U.S. trust for children
Covered expatriate classification lasts a lifetime, posing post-expatriation challenges
American exceptionalism in taxation requires a specialized expatriation approach

[31:54 - 44:06] - Global Living and Citizenship

Engage experts early for insights on global moves
Collaborating with specialists ensures comprehensive guidance
Identifying the deal breakers to alternative citizenship

[44:07 - 53:08] - Global Wealth Strategies for High-Net-Wage Individuals

Explore alternative citizenship for financial flexibility
Consider political uncertainties and potential tax changes
Factors like healthcare access and education influence decisions

Key Quote:

"One of the keys is to have a plan that works for all the family members, especially when you're dealing with multiple generations." - David Lesperance

Connect with David & Mel!

Websites:https://lesperanceassociates.com/ and https://melvinawarshaw.com/

Email: Melvin.warshaw@gmail.comand david@lesperanceassociates.com

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Challenging the notion that pain is purely negative might empower us to reach our highest, happiest selves.

In this episode, Dr. Julia DiGangi discusses how we can use emotions, even difficult ones like fear and anxiety, to unlock greater confidence, resilience, and meaning in our lives. She provides a neuroscientific perspective on integrating our emotional and behavioral systems to increase personal power.

Dr. Julia DiGangi is a neuropsychologist expert in the connection between the brain, leadership, and emotion. Her fMRI and EEG research examine anxiety, stress, and the brain. She has worked with leaders at the White House Press Office, global companies, international NGOs, and US Special Forces. Her book, Energy Rising, is published by Harvard Business Review Press and was released in September 2023.

[00:00 - 07:15] Emotions Direct Behavior

Emotions are neuroelectrical impulses communicating behavioral directives
Integrating emotion and behavior increases personal power
Severing emotion from behavior causes depletion

[07:16 - 21:45] Emotional Contagion

Emotions spread unconsciously between people
Struggling team members affect the leader's emotions
By matching low emotions, leaders lose their leadership role

[21:46 - 27:03] Emotions Create Meaning

External rewards often leave emotional emptiness
Problems feel problematic because of associated negative emotions
Emotions mediate questions of success, meaning, and purpose

[27:04 - 36:02] The Harm of Avoidance

External rewards often leave emotional emptiness
Negative emotions define problems, shift emotions to shift problems
Avoidance requires self-betrayal and accrues distrust

[36:03 - 50:32] Releasing Trapped Emotion

Exposure therapy releases emotion trapped from trauma
Neural patterns compel harmful avoidance behaviors
Social support provides space to heal emotional injuries

Key Quote:

“One of the most powerful things we can do in this lifetime is integrate our emotional system with our behavioral system." - Dr. Julia DiGangi

Connect with Dr. Julia DiGangi!

Website: https://drjuliadigangi.com/

LinkedIn: https://www.linkedin.com/in/juliadigangi/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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In this episode, Brian C. Adams is joined by Emily Bouchard, head of PNC Private Bank Hawthorn's Institute for Family Success. They discuss topics involving blended families, multi-generational dynamics, family meetings, next-generation engagement, and resilience-building. Emily draws on over 20 years of experience coaching affluent families to provide insights and best practices around the intersection of wealth and communication.

[00:00 - 08:50] - Emily's Background

Emily has a Master's in social work and specializes in family systems
Got into the field by working at a therapeutic camp and children's hospitals
Recruited by a family office services firm 20 years ago

[08:51 - 15:52] - Working with Blended Families

Blended families face complex step-family dynamics
Creating a "family code of arms" can help define values when together
Bringing people together and supporting each other through shared experience and challenges
Regular, open conversations about finances is key

[15:53 - 28:09] - Holding Productive Multi-Generational Meetings

Mix strategic talks with enjoyable activities
Need an agenda but also a "cooler" for parking issues to address later
Address unexpected topics using a "yes and" approach.
A professional facilitator aids effective communication

[28:10 - 42:52] - Building Resilience and Engaging Next Gens

Rising generations tend to have higher emotional intelligence
Use curiosity, not judgment, when they share vulnerable perspectives
Give them responsibility matched with empathy and support

Key Quote:

"When you have an agenda, you want to have an agenda ahead of time, and you want to look for input from everybody who's attending and give everybody a chance to put their input in." - Emily Bouchard

Connect with Emily Bouchard!

Website:https://www.pnc.com/en/personal-banking/private-bank/hawthorn.html

LinkedIn:https://www.linkedin.com/in/emily-bouchard-5a9a049/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Small daily improvements create an edge in managing money. In today’s episode, Jeremy Kokemor joins the show to discuss long-term investing in high-conviction public stock portfolios. We explore how Jeremy's childhood experiences shaped his investing philosophy, the benefits of thinking like a business owner, and how continuous learning and self-improvement pay dividends in long-term investing.

Jeremy Kokemor founded Right Tail Capital: a concentrated, fundamental equity investment firm based in Richmond, Virginia. Jeremy loves helping people with their investments through owning high-quality, under-valued companies for the long term. Jeremy grew up in New Orleans, Louisiana prior to attending the University of Virginia and Harvard Business School. He then worked with several fantastic investors at global mutual fund company T. Rowe Price before managing concentrated portfolios at Private Advisors and Thompson, Siegel & Walmsley

[00:00 - 09:49] - Early Life Lessons in Investing

Parents' divorce and family financial struggles showed the value of education and hard work
Worked jobs throughout childhood and adolescence to pay for school
Jeremy’s grandfather introduced concepts of investing through his stock portfolio
Joined respected investment management company T. Rowe Price out of business school

[09:50 - 21:19] - Jeremy on Launching His Own Fund

The critical factor was the support of his wife and three kids at home
Having the right mix of investing experience and energy in his career
Named fund "Right Tail Capital" to represent excellent returns and focus on high quality
Focuses on higher quality businesses, strong management, durable compounders

[21:20 - 29:49] - Thoughts on Current Investment Strategy

Always be aware of the status of the macro environment
Keep an eye out for great investment opportunities - they are always there
Creating the environment to produce great investment results

[29:50 - 35:41] - Questions to Ask Yourself for Better Investing

What type of investing feels comfortable to you?
How do you and your investment manager align?

Key Quote:

"I'm always trying to get a little bit better. And that could pertain to a lot of different things." - Jeremy Kokemor

Connect with Jeremy Kokemor!

Website: https://www.righttailcapital.com/

LinkedIn: https://www.linkedin.com/in/jeremy-kokemor-righttailcapital/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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After years of leading companies that made headlines but took a toll on his personal life, Reed realized developing employees was most rewarding. Now an executive coach, he helps leaders maximize productivity by supporting staff’s whole selves. Reed has spent the last 15 years in startups and turnaround across various industries, and his passion always came back to one thing: developing the people, personally and professionally, within his companies.

[00:00 - 11:33] - From Profits to People: Shifting Business Priorities

Reed focuses on improving the 3P’s - people, processes, and products
Caring about people drives better business outcomes
Getting people to open up about personal struggles has value

[11:34 - 20:46] - Coaching Leaders to Be Their Best Selves

Developing people can unlock huge latent productivity
Helps leaders enhance strengths versus radical change
What it means to provide space for vulnerability and reflection

[20:47 - 33:36] - Cultivating Fulfillment in Work and Life

Comparison between men and women in openness and vulnerability
Men's retreats show peers have similar struggles
Differentiate between transactional and relational connections
Celebrate focused productivity over constant "busyness"

[33:37 - 45:41] - Comfortable Space for Vulnerability and Growth

The importance of reciprocated opening up to your friends
Societal roles and economic pressure can cause neglect in other areas
Sustainability is key to cultivating better habits; do not be stagnant

Key Quotes:

"If you truly care about the people that you're working with, it's amazing what you can get done there." - Reed Koehler

"How we operate outside of work is also how we operate inside of work." - Reed Koehler

Connect with Reed Koehler!

Website: https://www.thekoehlergroup.co/

LinkedIn: https://www.linkedin.com/in/reed-koehler-31113818

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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How do we thoughtfully structure family philanthropy to maximize impact? In this episode of the Capital Club podcast, host Brian Adams interviews Dr. Sharilyn Hale, an expert on generational wealth, philanthropy, and governance. Sharilyn explains the landscape of philanthropy options today, best practices she sees amongst successfully generous families, common pitfalls to avoid, and how to partner with the right advisors.

Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good. Leading philanthropists, multi-generational families, and social purpose organizations across North America and the Caribbean look to Sharilyn’s expertise in philanthropy, corporate and family governance, and community development to become more thoughtful and confident givers at a time when their generosity is needed more than ever.

[00:01 - 06:00] The Changing Face of Philanthropy

There are more options than ever to "do good" - from traditional charity to impact investing
Younger generations want alignment across investments, business practices, and philanthropy
For families, philanthropy builds capacity and brings them together

[06:01 - 14:43] Best Practices for High-Impact Giving and Good Governance

Communicate clear purpose in the family wealth space
Children are never too young for parents to talk about giving
Philanthropy conversations tie into broader family governance

[14:44 - 26:28] The Secrets of Successfully Generous Families

Craft an intentional dual mission for community and family and establish clear roles and responsibilities
Planting the seeds to the younger generation of how giving is a joyful act
Be thoughtful in your approach - there is no one-size-fits-all

[26:29 - 41:41] Taking Current Giving to the Next Level

Understand motivations, hesitations, and past experiences first then co-design a structure suited to family complexity
Lack of coordination across advisors risks missing key considerations
Advisors should be honest and families should be candid with their current status

Key Quote:

“Philanthropy has an important role to play in building bridges and to remind us all how we need each other. And society only works when we're all able to be there together and to be successful together.” - Dr. Sharilyn Hale

Connect with Dr. Sharilyn Hale!

Website: www.watermarkpc.com

LinkedIn: https://www.linkedin.com/in/sharilynhale/

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In today's episode, we welcome Louis O' Connor, our distinguished guest appearing for the third time. As the Managing Director of Truffle Farms Invest, Louis invites private investors to join him in a unique truffle farm venture in Ireland, promising passive income for 30 to 40 years. With notable features in publications like The New York Times, Louis has previously discussed rare earth and strategic metals. Now, he introduces us to the fascinating truffle farming—an exotic investment that has caught our attention.

[00:00 - 08:16] - The Roots of Truffle Farming and Market Dynamics

Louis began truffle farming in 2005
A striking stat hints a possible 78-100% decline in truffle harvests in the next 50 years
Ireland's nearness to Shannon Airport and the rising global demand for truffles position it as a key player in the global truffle supply chain

[08:17-15:20] - Truffle Cultivation Unveiled

Applying horticultural advancements to cultivate truffles in a farm setting while preserving the natural symbiosis between the fungus and the tree's roots
Ensuring proper biosecurity to prevent mismanagement and maintain optimal conditions for truffle growth
Irish truffles uniquely meet the rising demand in high-end global restaurants through sustainable cultivation practices

[15:21 - 26:28] - Investing in Truffle Farms in Ireland

Investment of $30,000 for 400 truffle trees and a guaranteed return upon harvest
With a 70-30 split, investors enjoy 70% of gross profits, translating to an average annual return of 25-29% over 35-40 years
Ideal Retirement Spot: Emphasizing safety, European charm, and expansive landscapes

Key Quote:

“The market dynamics involve a combination of high demand, decreasing supply, and the unique advantage of our Irish truffle production, making it a noteworthy investment opportunity." - Louis O' Connor

Connect with Louis O Connor!

Website:https://trufflefarminvest.com/

Email: louis@trufflefarminvest.com

LinkedIn: https://www.linkedin.com/in/louis-o-connor

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Today, we have Elizabeth Bagger as our guest. She is the founder of Avanti Family Business Advisory and a board member of her family business. Given her diverse international background and expertise in various subjects, our discussion explores Elizabeth's perspectives on handling family dynamics, promoting family connections, engaging family members, and embracing a comprehensive approach to business and personal well-being.

[00:00 - 13:56] - Navigating Family Dynamics: Insights from a Family Business Expert

How Elizabeth combines her global experiences with family business expertise
Learn the difficulties of being a family business advisor and its complex dynamics
Discover why good communication is crucial for family businesses

[13:57 - 24:50] - Fostering Family Bonds and Engagement

Engage in open conversations with the next generation’s aspirations and dreams
Cultivate an atmosphere of patience and genuine dialogue for transparent discussions
Let the family regroup and find common ground prior to reviewing the succession plan

[24:51 - 35:10] A Holistic Approach to Business and Personal Health

Focus on family values by defining its purpose and mission
Create a plan for how the family owns, communicates, and conducts meetings
Resolve communication issues with guided conversations between different generations

Key Quote:

"Clear communication is vital within families. It's essential to establish a specific time and place for discussions. When and where should these conversations take place?" - Elizabeth Bagger

Connect with Elizabeth Bagger!

Website: https://avanti-fba.com/

LinkedIn:linkedin.com/in/elizabeth-bagger-3b91453

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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Ever wondered about the true potential of AI, its impact on our lives, and the fine line between innovation and regulation?

In this episode, dive into a conversation with Daniel Jeffries, Managing Director of the AI Infrastructure Alliance. From debunking AI myths to navigating the delicate balance of open-source innovation and risk aversion, we explore the dynamic landscape of technology. Join us as Dan shares insights on the global narrative surrounding AI, the importance of open societies, and why embracing new tech is the key to societal prosperity.

[00:00 - 11:49] - A Balanced Perspective on AI

AI, like any technology, spans from good to evil in its applications
Concerns about AI harm are viewed as attempts to hinder competition
Societal benefits of AI: material science advancements and improved healthcare diagnostics

[11:50 - 25:50] - Open Source AI Development and Regulation

Open-source AI development is crucial for innovation and progress
Misuse of AI should not hinder open development but be addressed through laws
The GDPR and EU AI Act may stifle open source and smaller firms

[25:51 - 32:19] - AI Agents and Singularity

AI agents are smart applications designed for real-world tasks
Agents enhance efficiency for individuals and small businesses
Skepticism surrounds the feasibility and timing of the singularity concept

[32:20 - 40:51] - Personal Growth and Self-Improvement

Change requires addressing real problems, not just relying on positive thinking
Overcoming depression involves ending toxic relationships and self-reflection
Clarity in thinking is crucial to distinguishing real from imaginary issues

Resource Mentioned

The Turning Point for Truly Open AI is Now

Key Quote:

"Every technology in history can be used for good, bad, and everything in between. Everything exists on a continuum of good to evil, and it's a spectrum." - Daniel Jeffries

Connect with Daniel Jeffries!

Substack: https://danieljeffries.substack.com/

Website:https://ai-infrastructure.org/

Twitter: https://twitter.com/dan_jeffries1?lang=en

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Unravel the intricacies of charisma, explore the organizational DNA through the lens of fractals and dysfunction, delve into the science of innovation, and uncover the disciplined approaches to fostering creativity. Our guide on this exploration is Judah Pollack. He is an author and executive coach who has worked with everyone from Army Special Forces to the Founders of Airbnb to social good founders.

[00:00 - 09:40] - Unveiling the Three Pillars of Influence

Discovering the power of charisma and unraveling its mysteries
How the 3-part framework —power, presence, and warmth—synergize to form a compelling charisma
Why a harmonious blend of the three elements is essential for effective leadership and fostering genuine connections with others

[09:41 - 22:33] - Organizational DNA: Fractals, Dysfunction, and Leadership Patterns

The paradoxical allure of military experiences in non-military career circles
Drawing parallels between fractal patterns and a company's foundational DNA
Creating an environment where open communication and problem-solving can thrive

[22:34 - 33:03] - Innovation: Brain Science, Breakthroughs, and Creative Habits

Understanding the brain's intricate networks that drive innovative thinking
The significance of creating a workplace culture that values and encourages innovative thinking
Emphasizing the transformative impact of consistent actions and disciplined routines
Building new neural connections by introducing creative habits and new information

[33:04 - 49:54] - Finding Clarity and Inspiration in Nature

Navigating effective brainstorming on structure, silence, and breakthroughs
What it takes to invite the state of flow - timing, taking notes, and walking
The mountain’s timeless and grandiose nature as a reminder of life's fleeting moments

Key Quote:

“I prioritize not getting entangled in minor issues, instead choosing to glance up at the mountain and affirm to myself, It's all good.” - Judah Pollack

Connect with Judah Pollack!

Website:Judahpollack.com

LinkedIn: linkedin.com/in/judah-pollack-55a53712

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In this episode, Brian C. Adams is joined by Adam Jason, a partner at Legacy Group, an alternative investment firm with over $50 million in assets under management. They discuss investing in Latin America, specifically Colombia, and the opportunities and challenges of allocating capital in the region. Adam shares his personal journey of relocating from the U.S. to Colombia to pursue entrepreneurial ventures, and provides an inside look at Legacy Group's flagship investment in Colombian coffee production.

[00:00 - 07:55] - Adam's Journey to Investing in Colombia

Adam's background as a capital markets attorney in the U.S.
Taking a trip to Colombia and seeing investment opportunities
Deciding to relocate and pursue entrepreneurial ventures

[07:55 - 13:35] - Why Colombia Represents the Next Frontier

Latin America gets a fraction of the investment that China does
Capital restraints limit productivity currently
Record foreign direct investment flowing into Colombia

[13:35 - 18:48] - Providing Access for U.S. Investors

Legacy Group fills the gap for overseas deal access
Started with the Green Coffee Company and coffee production
Now have over 450 U.S. investors and $65M raised

[18:48 - 30:45] - Legacy Group's Coffee Production Business

Fragmented industry ripe for consolidation and upgrades
Now the largest coffee producer in Colombia
Goal to take the business public within a few years

Key Quote:

"95 percent of all the coffee farmland here in the country is owned by farmers that have five acres or less." - Adam Jason

Connect with Adam Jason!

Website:https://legacy-group.co/ and https://gcc-coffee.com/

LinkedIn:https://www.linkedin.com/in/adam-jason-98a22612/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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In this episode, Brian C. Adams is joined again by Louis O'Connor to provide an update on the strategic metals and rare earth elements market. They discuss how China has cornered the market for many rare earths and is now using that dominance for geopolitical leverage. Louis provides background on how China came to control rare earth production and processing, the challenges for the West to build out alternate supply chains, and how current tensions are impacting prices and stockpiling. He shares thoughts on investment opportunities during the supply gap period and key trends for investors to watch in this critical market.

[00:00 - 07:17] - Understanding Rare Earths and China's Dominance

Defining strategic metals and their uses in everyday tech
How China came to control rare earth production and processing since the 1980s
China has restricted exports of some rare earths recently for geopolitical leverage
The challenges for Western nations to build alternate supply chains

[07:18 - 14:52] - Challenges in Mining and Processing Outside China

The environmental and regulatory hurdles around mining and processing rare earths
The current lack of expertise in rare earth engineering and processing in the West
Initiatives like the Inflation Reduction Act to promote domestic capabilities
But building alternate supply chains likely to take 10-20 years

[14:53 - 23:26] - Geopolitical Tensions Impacting Rare Earths Market

How China's export restrictions are impacting prices and stockpiling
Potential for more Chinese export limits this year
The race to reshore semiconductor manufacturing as part of the supply chain battle
Europe's Critical Minerals Act to reduce dependence on China

[23:27 - 33:43] - Investment Opportunities and Outlook

The investment thesis and opportunities around strategic metals
Signs to watch for growing momentum and demand in this market
Possible downside scenarios that could hurt rare earth investments
Key takeaways for investors looking at this space

Key Quote:

"China pretty much has won the war when it comes to rare earths. We in the West now wait in line for what China will release after they satisfy their own domestic quotas." - Louis O'Connor

Connect with Louis O'Connor!

Website: www.strategicmetalsinvest.com

LinkedIn: https://www.linkedin.com/in/louis-o-connor-a583341b8/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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In this episode, Brian interviews Dr. Richard Orlando, an advisor specializing in working with high net worth families and family enterprises. They have an insightful discussion about the role of "love" in managing family wealth across generations.

Dr. Orlando explains his philosophy of "whole family advising," which involves viewing the entire family, not just the wealth creator, as the client. He stresses the importance of understanding and connecting with clients' core values and purpose beyond just their financial assets. Dr. Orlando shares tactics for facilitating open communication, aligning estate plans with values, and defining "legacy" more broadly than just wealth transfer. They also discuss how to foster happiness and meaning for heirs so they can inherit positive mindsets rather than dysfunction.

If you're curious about how ultra high net worth families can cultivate happiness and fulfillment across generations, this is the episode for you.

[00:02:50 - 08:02] - Adopting a “Whole Family” Approach to Advising

The importance of caring about what clients care about most - their families and legacy
Helping families identify their purpose, values and forms of “capital” beyond just financial
Legacy is about the impact you create using all your capitals

[08:03 - 19:16] - Keeping Wealth in Perspective with Spiritual Capital

The gravitational pull of wealth can skew priorities if not anchored by values
Ongoing investment in “spiritual capital” keeps financial capital in balance
Research on attributes that contribute to happiness beyond money

[19:17 - 31:28] - Fostering Happiness and Meaning for Heirs

Financial wealth alone doesn’t satisfy the soul
Tactics for facilitating open communication and aligning estate plans with values
Defining “legacy” more broadly than just wealth transfer
Inheriting positive mindsets rather than dysfunction

[31:29 - 46:38] - Embracing a Broader Concept of Philanthropy

Philanthropy is about loving and caring for others, not just charitable donations
Families can give their time, talents and treasure
Empowering younger generations through philanthropy

Key Quote:

"Love is really about caring as much as you can about what your clients care about most, and that's their loved ones." - Dr. Richard Orlando

Connect with Dr. Richard Orlando!

Website: www.LegacyCapitals.com

Linkedin: www.linkedin.com/company/legacy-capitals-llc

Twitter: www.twitter.com/LegCapDrO

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

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In this episode, Brian C. Adams interviews cybersecurity expert Roger Grimes about the current state of cyber threats, including social engineering, phishing, ransomware, AI, and quantum computing. Roger shares his insights on where organizations often misallocate resources when it comes to cybersecurity. He emphasizes the importance of training employees to recognize phishing attempts, patching vulnerable software, and using multi-factor authentication. Roger also discusses how AI can be used for both defense and attacks, and stresses the need to prepare now for the coming quantum computing revolution which will break much of today's encryption.

Roger is a 34-year computer security veteran, author of 13 books and over 1300 articles on computer security. He is often quoted in national media including WSJ, Newsweek, and is keynote speaker at national computer security conferences.

[00:00 - 07:51] - Biggest Cyber Threats Today

Social engineering, phishing, and unpatched software cause most successful attacks
AI allowing less sophisticated hackers to appear more professional
Defining social engineering, phishing, and software vulnerability exploits

[07:52 - 10:25] - Cyber Threats Getting Worse

No digital Geneva Convention and poor nation state relationships
Blurred lines on what hacking is allowed between countries
Need a digital Geneva Convention but hard to get global agreement
Ransomware already very damaging without AI

[12:41 - 22:51] - Nation State Hacking and Critical Infrastructure

Nation states often turn blind eye to hacking that benefits them
Most US hacking focuses on traditional espionage but some gray areas exist
Nearly all critical infrastructure is hackable but progress being made
Organizations like CISA doing great work against threats

[22:52 - 33:11] - Security Spending and Defense

Money often misallocated compared to actual threats
Need focus on social engineering training and patching known vulnerabilities
Use phishing-resistant multi-factor authentication
Key questions to ask vendors about social engineering and patching

[33:12 - 44:42] - AI and Quantum Computing Security

AI being used by attackers and defenders
Unlikely to increase social engineering much from already high baseline
AI driven tools will recognize criminal AI tools
Quantum computing will break current encryption in next couple years
Massive coordinated effort needed to upgrade systems and software

Connect with Roger Grimes!

Website: https://www.knowbe4.com/

Email: rogerg@knowbe4.com

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In this episode, Brian Adams speaks with Christopher Frank, Oded Netzer, and Paul Magnone, authors of the book Decisions Over Decimals. They discuss how to make better business decisions by focusing on effective problem framing, interrogating data with context and intuition, and communicating insights clearly. The guests explain why relying solely on data and analysis often leads to poor decisions, and share principles and techniques for developing "quantitative intuition."

[00:00 - 10:49] - Introducing the Guests and Motivation Behind Their Book

Backgrounds of the three guests/authors
Myths around needing advanced math or perfect data
Ineffective meetings and group decision making

[10:50 - 22:42] - Key Decision Making Concepts

Balancing intuition and data analysis
Putting data in context and asking "What surprised you?"
Powerful questions vs. technical analysis

[22:43 - 32:27] - Applying the Concepts

Case studies using simple but effective techniques
Contrast with traditional linear processes
Immediate impact from students applying the techniques

[32:28 - 39:04] - Key Takeaways and Conclusion

Ask questions, focus on the problem definition
Data interrogation requires intuition and doubt
Imperfect decisions are okay - adjust with new data
Recapturing childlike curiosity in decisions

Key Quote:

"The bad news is you don't get to decide whether you make decisions with data. It's reality. The good news is you don't need to be top of class in math in order to make these decisions." - Oded Netzer

Connect with Christopher, Oded, and Paul!

Website: https://www.dodthebook.com/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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In this episode, host Brian Adams sits down with COO Jarrod Arnold to discuss the disconnect between the financial perceptions and realities facing younger generations today. They explore how social media, ‘keeping up with the Joneses’ mentality, and the normalization of debt have warped expectations around earning, spending, and achieving financial stability. But it’s not all doom and gloom. Brian and Jarrod offer advice on entrepreneurship, budgeting, and investing during volatile times. They encourage younger listeners to take calculated risks and adopt an abundance mindset to create the future they want.

Key Highlights:

[00:00 - 06:23] - Changing Investor Sentiment

Investor engagement has declined as rates have risen
People sitting on cash instead of investing in real estate
Interest rates offer a viable alternative to real estate investing

[06:24 - 13:09] - Distorted Financial Expectations

Social media fuels comparison to unattainable top 1% lifestyles
Normalization of debt loads from national level down to individual
Lack of financial literacy on budgeting and aligning with values

[13:10 - 25:05] - Rethinking Conventional Paths to Financial Freedom

Need for realistic career guidance on incomes vs education debt
Encourage entrepreneurial risk-taking, especially when young
Policy changes needed on home ownership and college for all
Focus on personal finances and psychology in good and bad times

[25:06 - 31:19] - Resetting the American Dream

May need to reset expectations around home ownership and college
Leadership needed to confront economic challenges
Entrepreneurial opportunities even in challenging times

[31:20 - 34:48] - Cautious Optimism on the Horizon

Investors have short-term pessimism but long-term optimism
Pain may be necessary to reset after deferring hard choices
America has overcome adversity before and will persevere

Key Quote:

"Comparing yourself to that top 1%, I think has been there for a while now…[Now] You're looking at comparing yourself [to] your greater community as a whole." - Jarrod Arnold

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In this episode, Brian concludes his series on macroeconomic trends that will impact investor returns over the next cycle. He examines stagflation - a dangerous mix of high inflation and economic stagnation that previously occurred in the 1970s. While not overly concerned about stagflation recurring, Brian believes we may be entering a period of moderately high baseline inflation and potential recession. He advises listeners to learn from the 1970s stagflation case study and invest in real assets as an inflation hedge.

[00:00 - 02:53] - What is Stagflation and What Caused it in the 1970s?

Definition of stagflation as high inflation during economic stagnation/recession
Caused by oil shocks and supply disruptions in the 1970s
Policy mistakes fed inflation instead of cooling it

[02:53 - 05:32] - The 1970s Stagflation Case Study

Two oil shocks - 1973 and 1979 - caused recessions and inflation
Loose monetary and fiscal policy worsened the situation
Eventually resolved by tighter fiscal policy and growth in 1980s

[05:32 - 08:39] - Could Stagflation Recur Today?

COVID stimulus initially fed inflation but it has cooled recently
Moderate baseline inflation likely going forward
Recession possible in 2023 from rate hikes and tightening
Fed focused on crushing inflation over recession risk

[08:39 - 11:19] - How to Invest if Stagflation Strikes Again

Study 1970s case - real assets did well as inflation hedges
Don't panic but monitor inflation and economic indicators
Diversify into real assets like commodities and real estate

Key Quotes:

"Stagflation is a period of high inflation that happens at the same time as a stagnation of growth or outright recession - the worst of both worlds." - Brian C. Adams

"If you look at how bad the period of the seventies was for the U.S., it's certainly not something that we want to replicate." - Brian C. Adams

______________________

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In this episode, Thanh-Long Huynh (Long), Co-Founder and CEO of alternative data specialist QuantCube Technology, joins us to discuss how big data analytics can be leveraged to make smarter investment choices. Thanh-Long explains what constitutes "big data," including satellite imagery, ship tracking data, and more. We explore how QuantCube analyzes these massive datasets in real-time to estimate economic trends and activity. Thanh-Long shares examples of how QuantCube's data predicted China's economic slowdown and Russia's resilience to early sanctions. He discusses how investors use QuantCube's insights for trading strategies, asset allocation, and sector rotation. If you’re interested in how high-quality data tracking and analysis can help you become a more effective investor, this episode is for you.

[00:00 - 06:00] - Defining Big Data and Data Sources

What constitutes "big data" - structured, unstructured, massive datasets
Sources like satellite imagery, ship tracking, telecom data
Using satellite data to analyze industrial production

[06:01 - 11:30] - Applications for Investors and Asset Managers

Providing transparency into economic growth and trends
Real-time tracking of commodities, imports, exports
Trading strategies, asset allocation, sector rotation

[11:31 - 18:00] - Assessing Government Economic Data

Lag in official GDP, CPI, employment data
QuantCube estimates inflation, growth in real-time
Predicted Fed interest rate hikes using real-time inflation data

[18:01 - 24:40] - Analyzing China, Russia, Europe Economies

Saw China's industrial production declining since early 2023
Tracked Russian oil tankers to measure sanction impacts
European outlook mixed - strong tourism but weak German manufacturing

[24:41 - 29:00] - Tracking Supply Chains, Trade, and Water Stress

Evidence of supply chain shifts out of China
Assessing global trade flows at canals and key chokepoints
Using satellite data to analyze water levels and crop yields

[29:00 - 36:23] - Emerging Technologies and Sector Outlook

Developed tech to map corporate assets and estimate future earnings
Bullish on defense, tourism, healthcare sectors
Bearish on manufacturing and cyclical sectors

Key Quotes:

"This kind of satellite data...enables [us] to estimate the industrial production of any country where you don't have any data sets or high quality data sets." - Thanh-Long Huynh

"Using satellite data is a very factual data. You can really say where this industrial production comes from, where it slows down." -Thanh-Long Huynh

Connect with Thanh-Long Huynh:

Website: https://www.quant-cube.com/

LinkedIn: https://www.linkedin.com/company/q3-technology/

Twitter: https://twitter.com/q3techno?lang=en@Q3Techno

______________________________

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Brian Adams is joined by Sarah Johal, co-founder of Parents in Tech Alliance, who highlights the harsh realities caregivers face in the workplace. From discrimination to lack of support, we learn how 75% of the workforce provides care, yet leaders fail to track this untapped talent pool losing billions annually.

Sarah recounts her own painful story of demotion upon returning from maternity leave, fueling her advocacy today. A powerful exchange on how we can dismantle barriers for caregivers through education, policy change, and workforce measurement. At times uncomfortable but impossible to ignore, this episode challenges assumptions on how we value and support caregivers in America's "last place" work culture.

Key Highlights:

[00:00 - 05:48] - Defining and Understanding Caregivers

Expansive definitions beyond just parents to anyone providing care
75% of US workforce are caregivers - largest untracked segment
Rise of caregiver ERGs starting in civil rights era

[05:49 - 11:03] - The Business Case for Supporting Caregivers

Increased retention, engagement, belonging
US loses $35B annually from failing to support caregivers
US ranks poorly compared to other countries

[11:04 - 18:58] - Best Practices in Caregiver Support

Paid family leave, flexible scheduling, manager training
Measuring caregiver status, gender-neutral policies
Moving beyond compliance to build culture

[18:59 - 26:22] - The Challenges Caregivers Still Face

Sarah's experience of bias as a new mother
Leaders can be risk averse and waiting for compliance

[26:23 - 32:30] - How do we move forward?

Work of “Parents in Tech Alliance” on education, advocacy
Reasons for optimism like generational shifts
Role of public policy on childcare affordability

Quotes:

"American working families deserve better than last place." - Sarah Johal

"Don’t wait to come up with an equitable parental leave policy until the first employee becomes pregnant.” - Sarah Johal

"Most leaders are much more risk averse than we thought. Most of them are not being moved until it is required of them." - Sarah Johal

_______________________________

Connect with Sarah Johal!

Website: www.parentsintechalliance.org and www.sarahjohal.com

Instagram: https://www.instagram.com/johalsf/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Zack Cooper, senior fellow at the American Enterprise Institute and lecturer at Princeton University, joins this episode to discuss the upcoming Camp David summit between Japan, South Korea, and the U.S. This momentous occasion is a result of leadership from South Korea's President Yoon and Japan's Prime Minister Kishida in hopes of mending ties since Japan's invasion of Manchuria a hundred years ago. Zack also delves into U.S. policy in Southeast Asia and its pivot to the Pacific. He also explores the Communist Party's reliance on economic growth to maintain control, the potential for increased tensions around Taiwan in the future, and the U.S.'s ambiguous commitments to Taiwan due to treaty changes in the 1970s.

Tune into this episode for an engaging discussion about geopolitics in East Asia!

[00:00 - 09:14] Exploring China's Geopolitical and Military Ambitions

Japan and South Korea have never had an independent diplomatic meeting outside of a more significant summit
The U.S. and Japan have had their differences going back to World War II, but Japan and Korea never had the same forcing function
China is playing a significant role in pushing Japan and Korea together as they trust China less than each other
The Camp David Summit is about trying to make it more difficult for them to focus on historical issues and force them into the future

[09:15 - 17:39] Split Opinions on Responding to Economic Downturn and Taiwan Tensions

Xi Jinping's thinking is uncertain, and both a weak, inward-looking China and an aggressive, brittle China are possible
Russia's experiment of consolidating national unity by attacking Ukraine has not worked out
Taiwan is different from Ukraine, and it is unclear what the U.S. commitments are with Taiwan
Chinese people have delivered remarkable economic growth in the past decades, but now the growth numbers for this year are lower

[17:40 - 24:42] Examining the Challenges of the U.S.-China Conflict Over Taiwan

The Biden team has three pillars of their approach: Invest, Align, and Compete with China
Taiwan has strategic value as it is close to U.S. treaty alliances with Japan and the Philippines
China trying to invade Taiwan is one of the hardest things militarily in the world
The U.S. Navy is smaller than China's, and U.S. facilities and people in the region would be under threat if a conflict arises

[24:43 - 37:22] Examining Command and Control in Southeast Asia

U.S. could strike the Chinese mainland if a decision is made in Oval Office or White House Situation Room
China hasn't been involved in a major conflict for 50 years, and technology is different now

Quote:

"It is a fascinating moment in time, watching Japan and Korea finally try and move past some of their historical differences." - Zack Cooper

Connect with Zack!

Twitter: @ZackCooper

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!

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Join us as we sit down with Kristen Nicholson, entrepreneur and owner of Nashville's first contrast therapy studio, Urban Sweat. Kristen is a healthcare professional with a background in health administration who decided to jump from being a healthcare provider to running her own business. In this episode, she discusses her journey, from leaving her corporate job to open her own business to expanding to 6 new locations across Middle Tennessee and three on the West Coast. She also explores the modalities available at Urban Sweat, such as infrared sauna, red light therapy, and cold plunge.

Take advantage of this inspiring episode, where we learn about following your dreams and taking risks!

[00:0 - 08:47] From The Shed to Urban Sweat

Introducing Kristen to the show
Fitness was vital for her after college as she was a pharmaceutical rep and wanted to be number one on the rankings

[08:48 - 15:00] Bet on Yourself: Taking the Leap to Pursue Your Calling in Healthcare

Betting on oneself and taking risks is important
Healthcare in America is complex, with many players and incentives
Mental health, gun violence, and prevention are essential topics to consider
Trauma can manifest in physical illness and should be addressed holistically
Important foundational habits like sleep, nutrition, meditation, and therapy are critical to physical fitness

[15:01 - 24:07] Burning the Candle at Both Ends

How Kristen networked with the fitness community, corporate executives, and physicians
Target market: stressed-out corporate execs, athletes, and physicians
Kristen Introduced new concepts like cold plunge, sauna, and red light therapy

[24:08 - 40:39] Experience the Benefits of Red Light Therapy, Sauna and Cold Plunge

The cabin sauna heats up to 150-155, while the pod sauna is 30 minutes, and red light therapy is 20 minutes
Benefits of infrared sauna include cellular level heat and mental relaxation
There is something natural about the experience that helps one get back to homeostasis
Welcome to the competition as there is enough for everyone

[40:40 - 42:13] Closing Segment

Quote:

"It's nice to be in the studio, and people walk in and say, 'I've been looking forward to this all day,' or 'This really is the best part of my whole day.'" - Kristen Nicholson

"It's how you eat. It's how you move. It's how you act with others. It's how you drive. It's everything." - Kristen Nicholson

Connect with Kristen!

Website: www.urbansweat.com

Connect with me on LinkedIn!

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From unlocking the anti-aging secrets of CrossFit to navigating the maze of modern healthcare, Ben Moore—doctor, coach, and entrepreneur—dives deep into the strategies for achieving optimal health and longevity. He discusses the impact of performance-based training on physical therapy, how it has shifted focus toward health and wellness, and popular recovery methods such as cold plunge and sauna. He emphasizes understanding one's recovery limitations when it comes to aging as an athlete. Discover the impact of performance-based training, the magic of mastering the mundane, and the pivotal role of preventive measures in today's fast-paced world.

Tune in as Moore's journey takes us through the essentials of staying healthy and thriving!

[00:00 - 08:16] Ben Moore's Journey from Trainer to Physical Therapist and Entrepreneur

Ben shares how he first connected with CrossFit when he was coming in as a new trainer and programming the workouts
CrossFit has become a young man's game due to the volume of training and amount of time spent in the gym
Ben believes that, done well, CrossFit can be an anti-aging drug

[08:17 - 15:44] The Evolution of Physical Therapy and the Pursuit of a Long, Healthy Life

The shift in fitness and training culture from bodybuilding to performance-based models
Introduction of healthy lifestyle choices such as cold plunge and sauna
How Ben experienced the medical system with high patient volume, low reimbursements, and limited equipment

[15:45 - 20:43] Navigating the Healthcare System and Preventing Injury

The healthcare system is incentivized to provide pharmacological solutions for the sick rather than rehabilitative care
The healthcare system doesn't incentivize teaching people how to eat well, exercise, and move enough throughout the day
The shotgun approach to recovery and downregulation from the day's activities
Recognizing patterns in clients predicts flare-ups or injuries

[20:44 - 33:46] Strategies for Injury Prevention and Pain Reduction

The four pillars of injury prevention: sleep, nutrition, hydration and stress management, movement
Sleep hygiene is essential - aim for 7 hours of sleep minimum
Nutrition should be high quality and enough to cover movement
Stress management is vital for avoiding injury and pain
Movement should be regular and include steps throughout the day
Exercise should be 45-60 minutes four times a week

[33:47 - 37:04] Closing Segment

Connect with Ben through the links below!

Quotes:

"CrossFit in and of itself is kind of an anti-aging drug. I think staying strong and fit through the lifespan helps stave off most of the effects of aging that we see." - Ben Moore

"If we don't have a way to mitigate stress, we're more likely to experience injury." - Ben Moore

"It's the boring stuff. And mastering the mundane, but building out those systems and routines. I mean, that's the secret." - Ben Moore

Connect with Ben!

Website: www.evoperformancetherapy.com

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!

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In this bonus episode, dive into the tricky world of capital raising for real estate investments! Brian Adams shares another conversation on the Commercial Real Estate Investor podcast where he, Tyler Cauble, andLogan Freeman discusstheir experiences and strategies in this complex process. They discuss the importance of solid relationships with investors, creating a simple yet attractive deal narrative, and understanding economic conditions. They provide practical advice such as understanding the ideal customer profile, networking with potential investors, giving insight and content, building an investor acquisition system, using AI-based campaigns and emails, and reading industry news.

Tune in for an insightful discussion on capital raising for real estate investments!

[00:00 - 15:50] How to Pitch Your Deal and Find Investors for Real Estate Investments

Having relationships with potential investors is vital before attempting to raise capital
Capital raises can be stressful, and there will always be objections and excuses from potential investors
It is essential to understand the Federal Reserve and macroeconomic concepts such as supply

[15:50 - 28:01] Analyzing Yourself and Positioning Your Deal

Starting with friends and family may not be the best strategy for a capital raise
Start with the "why" behind the deal before discussing the "what" and "how"
Vying for attention is vital to get capital and explain the deal
Multiple communication mediums can be used to grab attention
Direct outreach is necessary and effective, such as calling and leaving voicemails

[28:02 - 43:33] Investor Acquisition System: The Key to Raising Capital for Future Projects

It is essential to identify who your ideal customer profile is and what problems they face
Use social media and build an email distribution list to reach potential investors
Use the Investor Acquisition System to start with reputation, visibility, and leadership
Build investor journey through educational content, lead generation, and call to action

[43:34 - 58:18] Simplifying the Complexity of Deal Structures

Don Miller's quote, "If you confuse, you lose," is applicable to dealing with structures
Marketing materials should be accessible to a fifth-grader
Four return metrics to understand: IRR, cash on cash, equity multiple, and preferred return
Framework to use when communicating returns: why, how, what

Quotes:

"Unless you are going to market consistently, you'll never get better and learn. And we've always improved our process and systems when it's been like the most grueling capital races. Because that's really when you figure out what works and doesn't work." - Brian Adams

"We're all vying for attention and live in the attention world now. And unfortunately and fortunately, we can send text messages. We have emails. We have phone calls. We can send video messages. We have all of these different modes." - Logan Freeman

Listen to the Commercial Real Estate Investor podcast with Tyler Cauble!

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!

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The same beliefs that fuel success can later become our roadblocks.

Join us as we explore the concept of Integrative Coaching with Julie Wald, a psychotherapist, life and wellness coach, and leader in the wellness industry. Julie is devoted to helping ultra-high performers and individuals facing physical and mental health issues with her integrative approach, combining the best clinical backgrounds with practices such as meditation, movement, inner child work, emotions, and more. She'll discuss how this can be used to reeducate clients about wellness and self-work to address underlying belief systems that impede success and well-being.

Tune in to learn more from Julie about her work!

[00:00 - 06:39] Pioneering the Wellness Movement in Business and Financial Services Communities

Introducing Julie to the show
Julie started her career as a clinical social worker in New York City, working with disenfranchised people
She developed a side hustle of working with high-performing leaders in various industries.

[06:40 - 14:38] Understanding the Belief Systems That Drive Feelings and Behavior

Wellness used to be only for those on a spiritual path or "weird" people
With the rise of technology and 24/7 plugged-in culture, wellness became a necessity
Belief systems often stem from childhood experiences and can drive behavior

[14:39 - 20:17] Shining the Light of Awareness and Building a New Operating System

People often achieve success through limiting belief systems that become a liability when they reach a certain point in their career
To help people break through these barriers, it is vital to build awareness of underlying belief systems and do healing work on the pain associated with them
Reparenting work is necessary to nurture younger parts of ourselves that created the old operating system out of fear or wanting to be good enough

[20:18 - 24:19] How to Rewire Your Mind and Change Your Life

Integrative coaching is a combination of psychological work and operationalizing behavior, thinking, and habits
Thoughts can be controlled, and intentional thinking patterns can be created to serve us
Our thoughts drive our feelings, which drive our behavior
Rewiring reward systems can fundamentally change life experience

[25:20 - 28:44] Closing Segment

Quotes:

"We bring in all those concepts, all those ideas, all those tools and resources, and ultimately just meet people where they are and pull out the right resources and tools along the journey." - Julie Wald

"Often, people find that they have trouble with either operationalizing the deeper work or figuring out how to do things differently, but the deeper belief systems keep sneaking up on them and like pulling them back into old patterns." - Julie Wald

Connect with Julie!

Website: www.heyitsgolden.com

Instagram: https://www.instagram.com/juliedwald/?hl=en

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!

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Unravel the future of warfare as Samuel Bendett dives deep into Russia's cutting-edge military technology showcased at the recent expos.

Samuel Bendett discusses the Russian military's use of robotics, UAVs, artificial intelligence, and other weapons at the Army 2022 & 2023 expos. Sam provides insight into the global implications of these technologies on modern warfare, including how smaller countries can now defend themselves more effectively with commercial drone technology. He also discusses the increasing reliance on counter-UAS rifles and other offensive and defensive tactics to disrupt drone operations and communications with operators. Finally, he explores how AI is being used for data analysis and decision-making in this conflict, as well as the potential of long-range and mid-range combat UAVs and ISR aircraft.

This episode will be an informative and thought-provoking conversation about the changing landscape of modern warfare.

[00:00 - 09:01] Exploring Russia's Military Industrial Complex

1.9 million people from 85 countries attended the 2022 military expo, as it showcased over 20,000 military weapons and systems
FPV drones were presented this year, which are cheaper than commercial quadcopters but can cause a lot of damage

[09:02 - 24:40] Exploring the Intersection of Commercial and Military Technology in the War in Ukraine

Both sides of the conflict in Ukraine are using commercial drones for intelligence, surveillance, reconnaissance, and target tracking
Military-designed UAVs are used for longer-range missions than commercial drones
Commercial technologies are taking center stage in this war, especially at the tactical level
It is now difficult to avoid being seen by adversaries due to the use of commercial technologies

[24:41 - 30:28] US Leads the Way in UAV and Military Robotics Development

Russia and Ukraine invest in large-scale, portable electronic warfare systems to jam signals and safeguard against attacks.
The US is a global leader in UAVs, but the Ukrainian conflict is different due to countermeasures

[30:29 - 39:21] Closing Segment

Due to the conflict, schedules for acquiring military systems have been condensed
AI is used for data analysis and decision-making in Ukraine

Quotes:

"The war in Ukraine is kind of shaping our perceptions of what kind of UAVs are becoming necessary, and are becoming a must-have for global militaries, and what kind of UAVs other militaries should really concentrate on." - Samuel Bendett

"The United States is the leading power in the development and fielding of military UAVs and different types of robotics as well. Other countries look to the United States as a leader in the field." - Samuel Bendett

Connect with Sam!

LinkedIn: https://www.linkedin.com/in/samuel-bendett-06996018/

Twitter: https://twitter.com/sambendett

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!

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How can you transition from a career-ending injury to being a beacon of holistic health and wellness?

Brian welcomes Michelle Norris, a former D1 athlete forced to end her career due to a back injury. After overcoming the physical and emotional trauma of this experience, she credits her holistic strength and conditioning coach for helping her heal without surgery or bed rest. Michelle shares her story of transitioning from being an athlete into a new career and tips on fostering relationships outside of sports. She also advises creating a healthier lifestyle by focusing on exercise, nutrition, and whole natural foods.

Listen in to learn about the power of our lifestyle choices, how to find a community to get support during tough transitions, and how to prevent costly hospital visits in the future.

[00:00 - 06:54] A Journey of Healing and Transformation

Introducing Michelle to the show
After a career-ending back injury, she found health and healing through exercise, nutrition, and healthy lifestyle changes

[06:55 - 17:48] Finding Identity and Purpose Beyond the Field

CrossFit can be a way to build community and foster relationships
Michelle's advice for her 18-year-old self: Think of yourself first, not just as an athlete
Identify yourself with internal values, not external things you can't control

[17:49 - 28:20] Finding Passion in Corporate Wellness

Corporate wellness is about understanding the needs of employees and building a program around them
The importance of staying up to date with the latest research and listening to podcasts
There is no such thing as a free lunch - you have to invest in mental and physical wellness

[28:21 - 36:25] High-Level Wellness and Nutrition Advice for Busy Professionals

High-level advice to stay out of the hospital: eat, move your body, and drink wine
Exercise: 30 minutes 3 times a week
Nutrition: Eat whole natural foods, watch added sugar intake, limit liquid sugar intake
Track your food diary to understand what you're consuming vs. what you think you are

[36:26 - 40:01] Closing Segment

Connect with Michelle through the links below
Final words

Quote:

"There's always a way to perfect whatever you're doing at the moment. That drive to want to conquer that next thing, that's what I found in CrossFit." - Michelle Norris

Connect with Michelle!

Website: www.sweatnet.com

Email: michelle@sweatnet.com

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!

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Do you know how family businesses can thrive across generations?

Join us in our episode with Richard Ryffel, professor of finance practice at Washington University in St. Louis. With 35 years of experience in financial services on Wall Street and regional firms and an MBA in finance, Richard has seen it all. He is currently teaching several finance courses as part of the Koch Center for Family Enterprise to help families better understand how to manage their businesses. Richard discusses the importance of diversification in family-owned businesses, how liquidity events should be handled, and the value of having a trusted advisor. He also explores the idea that wealth should be concentrated and diversified to stay wealthy, different generations' attitudes towards risk-taking, and the potential for failure as a learning experience.

Tune into this riveting episode!

[00:00 - 08:04] 35 Years of Financial Services Experience

Rich's brief background and career
The Koch Center for Family Enterprise was set up to drive research into the practice of running family businesses
There is a proliferation of private companies and more entrepreneurial spirit than ever before

[08:05 - 13:58] Investing for Wealth Preservation

St. Louis has a robust history of companies that have survived for multiple generations
The risks of not diversifying and how to do so without selling the business

[13:59 - 22:35] Maximizing Value for Your Company

Step back and think about culture and how important it is to maintain it
Consider family involvement and whether you wish to continue to be involved in the business
Have a group of people around you with different lived experiences for input
Consider if there is a distinct competence or moat when expanding into adjacent businesses

[22:36 - 30:52] Exploring Risk Taking and Risk Mitigation for Family Businesses

The mindset of the younger generation is different from the baby boomer generation when it comes to family businesses
Younger people are more willing to take risks but should be careful when investing in something that might fail
Failure can be a learning experience, but educated risks should be taken
The Center educates students on modern techniques and governance issues that may not have been considered before

[30:53 - 37:23] Closing Segment

Quotes:

"Careers always look organized in the rear view mirror. They look perfectly ordered. But when you're going through it, not so much." - Richard Ryffel

"You get rich through concentration. You stay rich through diversification." - Richard Ryffel

"Money in and of itself is nothing. Money is a tool to achieve something; your wants and needs." - Richard Ryffel

Connect with Richard!

Email: ryffel@wustl.edu

Olin Business School: https://olin.wustl.edu

LinkedIn: https://www.linkedin.com/in/richardryffel

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!

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Dive into the Roller-Coaster World of Entrepreneurship with Parker Gates as he shares his journey From burnout to mindful balance!

Parker is a coach, serial entrepreneur, and teacher at Stanford's d.school. He helps entrepreneurs and leaders suffering from burnout and was one of the host's first tenants in a real estate deal many years ago. Parker emphasizes the importance of emotional support and mindfulness for entrepreneurs, such as developing a mindfulness practice to become aware of data points and journaling to become self-aware. He also stresses the need to prioritize values over wealth and take time for reflection to audit one's life.

Listen as Parker shares how reflection can help individuals realize they may be living a life not in alignment with their values.

[00:00 - 08:38] From Burnout to Entrepreneur

Introducing Parker to the show
He has started several companies in the past and now helps entrepreneurs and leaders suffering from burnout
How Parker got into Design Thinking

[08:39 - 14:19] How Burnout Can Lead to a Pivotal Change in Life

Quitting good jobs turned out to be the most remarkable thing in Parker's life
Parker left Stoked due to burnout and wife's health issues

[14:20 - 20:57] The Benefits of Mindfulness and Self-Awareness

Creating a mindfulness practice is vital to become self-aware
Journaling prompts to pause and reflect
Awareness around health, wellness, and mental health is increasing
Integrating methods like movement, therapy, etc. into life is important

[20:58 - 35:43] What Successful Entrepreneurs Need to Know About Existential Dread

Think about the goals that are important to you and then reverse engineer your way into how much money does that take
There is a feedback loop which makes you think you're winning the game
Reflection and journaling can help people live the life they intend to live
It is hard to be the black sheep when everyone around you is doing something unhealthy

[35:44 - 40:04] Closing Segment

Connect with Parker through the links below

Quotes:

"The way that we make any change in life, we have to hit a bottom." - Parker Gates

"I had a hard time recognizing that I had a problem because I had surrounded myself with lots of people who had a problem." - Parker Gates

Connect with Parker!

Website: www.ParkerGates.com

LinkedIn: https://www.linkedin.com/in/parkergates/

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!

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Dive into this episode as we unravel the intricacies of deflation and its profound effects on economies. We'll explore why deflation is often seen as a pernicious economic phenomenon and why the Fed will always err on the side of inflation rather than deflation.

From the shadows of the Great Depression to Japan's "lost generation," join us in decoding what these lessons mean for investors in today's tumultuous times.

[00:00 - 05:05] Exploring Deflation and How Decreased Demand and Increased Supply Can Lead to Economic Disaster

Deflation is when consumer and asset prices decrease over time, and your purchasing power increases
China, the world's second-largest economy, has been sliding into deflation
Consumers put off making big purchases, expecting to get more bang for their buck later
Deflation is associated with a negative correlation in terms of the real economy
Causes of deflation include a decrease in demand or growth in supply

[05:05 - 12:32] Navigating Deflationary Markets

Between 1929 and 1933, the wholesale price index fell 33%, and unemployment peaked above 20%
For 20 years, there was a lost generation of wealth creation within Japanese society
Fed started quantitative easing policies to prevent a deflationary environment
Chinese government initiating own round of quantitative easing for political reasons
People and businesses don't borrow, slowing economic activity
Japan's experiences with deflation provide a good lesson for observers

Quotes:

"It's challenging to restrict economic activities so severely while not bumping into recession still up in the air, whether or not we're going to be in technical recession or not." - Brian Adams

"Real assets and private companies that can withstand that death spiral of debt will probably be your best play, but it's just something to be avoided." - Brian Adams

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!

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Dr. Luana Marques, associate professor of psychiatry at Harvard Medical School and author of Bold Move, joins us to discuss her life-changing journey. She shares how facing conflict and avoiding avoidance enabled her to understand the anxiety spectrum. We learn how low levels can improve performance. Moderate levels can be managed with cognitive behavioral therapy and severe levels where fight or flight responses take over. She emphasizes the significance of mental health and physical well-being as they directly impact success.

Tune in for an inspiring journey from poverty to success and practical ways to manage Anxiety!

[00:00 - 07:55] Opening Segment

Introducing Dr. Luana to the show
The motivation behind her book, Bold Move, was to help as many people as possible learn the skills that she used to get out of poverty and adversity in Brazil
Her mother and grandmother taught her how to approach instead of avoid, think differently, and open the door to a different life
Anxiety can be misused in modern life - it has physical symptoms

[07:55 - 15:35] Unpacking the Fever vs. Infection of Anxiety

Anxiety is a fever, and psychological avoidance is an infection
The ability to pause our brain is a superpower
TEB Cycle: Thoughts, Emotions, and Behavior Cycle
Approach not Avoid: Opposite action to push back against Anxiety
Values-Driven Life: Align daily activities with fundamental values

[15:36 - 23:41] Achieving Balance and Reducing Stress Through Cognitive Behavioral Therapy

Audit your week ahead to see if it aligns with your stated values
Don't put activities on your calendar that are not value-driven
Brain health deserves the same attention as physical health
If you wake up with dread, work on your thinking or do some exercise

[23:42 - 33:49] Overcoming Cognitive Distortions and Dissonance to Achieve Success

Mental health and physical wellness directly impact one's ability to be successful in professional and family life
Cognitive distortions are caused by the brain creating categories for things and interpreting them as fast as possible
Successful people often dismiss their success due to dissonance between their beliefs and reality

[33:50 - 35:38] Closing Segment

Quotes:

"Although Anxiety is debilitating, it's a fever. The infection is avoidance, and avoidance is really what robs us of a meaningful life." - Dr. Luana Marques

"What we say to ourselves is shaped by our history and how we are programmed in our brain. And so once you identify what you're saying to yourself, it may not be a hundred percent accurate or helpful." - Dr. Luana Marques

Connect with Dr. Luana!

Website: www.DrLuana.com

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!

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Join Dan Hamilton as he dives deep into the US's trade relationship with Europe and how it compares to other global markets. Learn how services trade between the US and Europe results in a surplus for the US - six times more than its services trade with China. Discover what drives the transatlantic economy despite external challenges like pandemics and Russian aggression. Dan also discusses the consequences of Western countries betting on cheap Chinese labor and exports and how this has reorientated the US-Europe relationship.

Tune in now for an insightful look at the US-Europe trade dynamic!

[00:00 - 07:35] Uncovering the Resilience of the U.S.-Europe Trade Relationship

Most jobs in the US and Europe are in services, which is growing faster than trade in goods
Despite harsh times, US companies made more money in Europe last year than ever before
Media often confuses geopolitical, and military issues with trade

[07:36 - 16:43] Examining the Impact of China's Going Out Strategy on U.S.-Europe Relations

Western countries built supply chains around the Chinese model but now realize they lost the bet
The Biden administration is trying to reset the relationship with China by putting up high walls around high-end technologies and restricting investments seen as problematic
Companies are looking to diversify their supply chains due to policy changes and pandemic disruptions

[16:44 - 26:36] Germany and France Taking on Leadership Role Amid War with Russia

Germany is the key to global supply chains in Europe
US companies have extended their networks and supply chains throughout the single market
The war in Ukraine has shattered European premises after the Cold War
Russia is still imperial, and it isn't easy to integrate into the EU

[26:37 - 33:54] The Struggle to Lead Europe as Germany Becomes the Swing State of Europe

Mutual investment flows across the Atlantic in cleantech space
Transatlantic Clean Tech Alliance proposed to bring innovators and investors together
The importance of demand owners and big companies to create a market

[33:55 - 38:48] Closing Segment

Quotes:

"Economics doesn't have to be a zero-sum game if you're growing." - Dan Hamilton

"If we sit in the United States and look over to Europe, we say, 'What a mess.' But I'm in Europe often, and when they look across the ocean the other way, they say, 'Oh my god, what a mess.' This is the nature of how we interact with each other." - Dan Hamilton

Connect with Dan!

Website: www.transatlanticrelations.org

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!

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Tune in now for an insightful look at the US-Europe trade dynamic!

[00:00 - 07:35] Uncovering the Resilience of the U.S.-Europe Trade Relationship

Most jobs in the US and Europe are in services, which is growing faster than trade in goods
Despite harsh times, US companies made more money in Europe last year than ever before
Media often confuses geopolitical, and military issues with trade

[07:36 - 16:43] Examining the Impact of China's Going Out Strategy on U.S.-Europe Relations

Western countries built supply chains around the Chinese model but now realize they lost the bet
The Biden administration is trying to reset the relationship with China by putting up high walls around high-end technologies and restricting investments seen as problematic
Companies are looking to diversify their supply chains due to policy changes and pandemic disruptions

[16:44 - 26:36] Germany and France Taking on Leadership Role Amid War with Russia

Germany is the key to global supply chains in Europe
US companies have extended their networks and supply chains throughout the single market
The war in Ukraine has shattered European premises after the Cold War
Russia is still imperial, and it isn't easy to integrate into the EU

[26:37 - 33:54] The Struggle to Lead Europe as Germany Becomes the Swing State of Europe

Mutual investment flows across the Atlantic in cleantech space
Transatlantic Clean Tech Alliance proposed to bring innovators and investors together
The importance of demand owners and big companies to create a market

[33:55 - 38:48] Closing Segment

Quotes:

"Economics doesn't have to be a zero-sum game if you're growing." - Dan Hamilton

Connect with Dan!

Website: www.transatlanticrelations.org

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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Renowned academic and author, professor, and director of the Center for Human Resources at the Wharton School of the University of Pennsylvania, Peter Cappelli, is here to share his expertise in human resources practices, employment policy, and talent management. Peter will discuss the post-COVID Return to work, return to the office, hybrid, remote narrative dynamic occurring and how it has changed over the past three or four years. We will also hear about globalization's effect on unskilled workers and why providing educational opportunities is essential for children to take advantage of technological advances.

Tune in to gain an understanding of these important topics!

[00:00 - 09:02] Employers and Employees in the Post-COVID Workplace

Employees were grateful to work from home, while employers were grateful that their companies could stay afloat
Employers need to demonstrate why it's vital for employees to come back to the office
Employers still have more power than employees, but an employment relationship should not be based on power

[09:03 - 18:43] Exploring the Impact of Managerial Training on Employee Retention

58% of employees said they would quit to take a job next door for the same rate of pay
Fear is a short-term motivator but not a long-term relationship builder
The single biggest factor that holds people to organizations is social ties

[18:44 - 30:56] The Impact of A.I. on the U.S. Labor Force

Hiring is a hugely expensive thing, with estimates of administrative costs being 4,000 and external hires costing 20-30% more than internal employees
The issue is not demographics but productivity growth - the U.S. economy is 4x bigger than in WWII despite the population only doubling
Data science has the potential to increase productivity but requires a lot of data and time to build models

[30:57 - 38:18] The Impact of Automation on the Economy

ChatGPT can take over categories of white-collar tasks, like writing simple responses and gathering information
The gap between high-income earners and everyone else will likely increase due to a lack of opportunity for those without access to technology

[38:19 - 39:27] Closing Segment

Connect with Peter!

LinkedIn: https://www.linkedin.com/in/peter-cappelli-14936a3

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!

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Tune in to gain an understanding of these important topics!

[00:00 - 09:02] Employers and Employees in the Post-COVID Workplace

Employees were grateful to work from home, while employers were grateful that their companies could stay afloat
Employers need to demonstrate why it's vital for employees to come back to the office
Employers still have more power than employees, but an employment relationship should not be based on power

[09:03 - 18:43] Exploring the Impact of Managerial Training on Employee Retention

58% of employees said they would quit to take a job next door for the same rate of pay
Fear is a short-term motivator but not a long-term relationship builder
The single biggest factor that holds people to organizations is social ties

[18:44 - 30:56] The Impact of A.I. on the U.S. Labor Force

Hiring is a hugely expensive thing, with estimates of administrative costs being 4,000 and external hires costing 20-30% more than internal employees
The issue is not demographics but productivity growth - the U.S. economy is 4x bigger than in WWII despite the population only doubling
Data science has the potential to increase productivity but requires a lot of data and time to build models

[30:57 - 38:18] The Impact of Automation on the Economy

ChatGPT can take over categories of white-collar tasks, like writing simple responses and gathering information
The gap between high-income earners and everyone else will likely increase due to a lack of opportunity for those without access to technology

[38:19 - 39:27] Closing Segment

Connect with Peter!

LinkedIn: https://www.linkedin.com/in/peter-cappelli-14936a3

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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Have you ever wondered how movie sets with Meg Ryan connect to boardrooms at Rochester Regional Health?

Today, Ethan Bull, co-founder of ProAssisting, discusses his unique journey in the executive assistant world. From starting in hospitality, working on a movie set with Meg Ryan, to entering the advertising world. He highlights the role of an executive assistant and how it has evolved over the last 30 years due to technological advances and shares advice on what to look for in an EA. Finally, he touches upon digital nomads and remote teams becoming more commonplace today.

Tune into this episode for fascinating insights about modern-day executive assistance!

[00:00 - 07:09] Opening Segment

Introducing Ethan to the show
He moved to New York City to work on a film set and got introduced to the executive assistant world

[07:10 - 13:28] Executive Assistants Have Adapted Over the Last 30 Years

The role of an assistant in the entertainment industry involves doing everything
The introduction of the BlackBerry changed the nature of the job by allowing assistants to be available outside of working hours
The advent of social media and virtual assistant support further broadened the scope of the job

[13:29 - 21:43] Leveraging Technology to Increase Productivity

Technology has increased productivity by allowing access to resources outside of traditional work hours
AI, machine learning, and a global workforce are changing the game
There is a benefit to having a human assistant that you know, like, and trust who can leverage AI on behalf of their office

[21:44 - 29:49] Leveraging AI and Soft Skills to Build Effective Remote Teams Post-COVID

AI has a long way to go to catch up with soft skills and interpersonal skills
Start by assessing personal needs and match them with the proper support
Focus on complex experience first, then interpersonal skills, warmth, rapport, etc
Modern assistant should be open, warm and project hospitality

[29:50 - 33:16] Closing Segment

Quotes:

"It takes a unique person to be able to go and get coffee or schedule the dog walker and interact with the chairman of the board and everything in between." - Ethan Bull

"Matching your needs to the support will get you the best bang for your buck and hopefully set you up for a long-term success that is repeatable." - Ethan Bull

Connect with Ethan!

LinkedIn: https://www.linkedin.com/in/ethanbull/

Website: www.proassisting.com

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!

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Dive deep into the intricate world of commercial real estate with a panel syndicated to hundreds of millions!

Tyler Cauble, Logan Freeman, Dave Kodria, and Brian Adams are experienced investors who have syndicated hundreds of millions of dollars worth of commercial real estate investments. From asset types to 1031 exchanges, managing properties to marketing materials, get ready to hear their insights on how you can succeed in real estate investing this year. They dive into the strategies that can be employed for a successful GP sponsor syndication firm and how technology can help grow returns for investors. They also discuss office space, precisely suburban single-story ground stuff, light industrial flex, medical office, and more.

Tune in now to gain insight from experienced investors who have navigated the industry through turbulent times.

[00:22 - 15:45] Introducing the Investors Round Table

Discussion about the current environment and where to find opportunity
Investors focus on three asset classes: multifamily, retail, flex industrial
Helping folks with 1031 exchanges through brokerage
It's essential to understand the pros and cons of different business models

[15:46 - 31:21] Automating and Systemizing Business Operations

LP investors are investing in how a deal is performing and the performance of the brokered shop, property management, and construction
Automation and systemization have been used to save time on routine tasks
Leverage is vital to success in real estates, such as AI and virtual assistants to automate processes
Businesses need to focus on improving operations and efficiency for long-term success

[31:22 - 40:44] Bridge the Gap Between Sellers and Buyers

Intrinsic value investors look for cashflow potential
Understand location, construction, and security to drive revenue
Capital and courage are needed for long-term success
Taking down traditional offices and making them more flex oriented is a good time

[40:45 - 53:09] Navigating the Election Year in Commercial Real Estate

Government authorities manipulating assets is unfair to landlords
Over the next 12 months, focus on expanding operating margins through operations
Election year and internal conflict in the US will have a bigger impact on commercial real estate

Connect with today's roundtable!

Tyler Cauble: https://www.tylercauble.com/consulting

Logan Freeman: https://www.ftwinvestmentsllc.com

Dave Codrea: www.greenleafmgmt.com

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!

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Do you know the silent killer of our modern era? It's the micro stressors, those seemingly insignificant moments that cumulatively wreak havoc on our well-being.

In this episode, Rob Cross, the Edward A. Madden Professor of Global Leadership at Babson College and Co-Founder and Director of The Connected Commons, joins us for a fascinating conversation about micro stress and how it affects us evolutionarily and biochemically. He shares his insights from over 600 interviews with professionals, exploring how little moments of stress can accumulate to create big problems. Rob explains how to identify different micro stressors, such as those that drain capacity, have an emotional impact, and challenge identity.

Listen in to learn how to recognize micro stressors and take steps to manage them to maintain a healthy lifestyle.

[00:00 - 13:11] Uncovering the Impact of Hyper-Connectivity

Introducing Rob to the show
Rob interviewed 600 people to understand what distinguishes high performers in terms of how they collaborate and organize their work
90% of people experienced negative effects due to hyper-connectivity while 10% did not
Stress is coming at us in small moments, both professionally and personally, at a velocity we are not intended to experience

[13:12 - 27:30] Exploring the Sources and Effects of Micro Stress in the Workplace

People who maintained authentic connections outside of their profession were more successful
Stresses come from interactions that drain capacity, emotional impact, and identity challenges
People are making decisions on which balls to drop rather than how to excel due to overwhelm
Excessive revenue goals, efficiency goals, and pressure to oversell can challenge identity
The stress we create for others comes back to us
Picking a passion from the past and using it to slingshot into a group

[27:31 - 33:58] Rediscovering the Power of Intentional Connections

The decline of civic organizations and religious organizations has led to a loneliness epidemic with significant health effects
Small moments of intentional connection with others can have a positive impact on our lives
Carving out time for meaningful connections, even if it is only twice a year, can help ground us and provide support when needed

[33:59 - 35:51] Closing Segment

Quotes:

"People are making decisions today, more and more on which balls to drop and not how to excel because of the overwhelm out there." - Rob Cross

"We know the negative interactions in our lives have three to five times the impact of the positive. So if you're not looking for ways to adapt these negatives, then you're leaving some of the highest leverage impact out there." - Rob Cross

Connect with Rob Cross!

Website: https://www.robcross.org/

LinkedIn: https://www.linkedin.com/in/crossrob/

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!

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How do we find true happiness and connection in a world dominated by success metrics and the relentless pursuit of achievement?

Listen to Jerome Myers, an award-winning investor mentor and business strategist, as he shares his story of overcoming the exit paradox and developing meaningful relationships along the way. Jerome discusses how apex performers often feel pressure to constantly perform and keep up with others and how this can harm their mental health. He provides insight into creating meaningful connections with other people and having authentic conversations that help foster deeper relationships.

Tune in for an inspiring conversation to help you take steps toward true happiness!

[00:00 - 09:06] Navigating the Exit Paradox

Introducing Jerome to the show
Reaching out for help is not a sign of weakness but instead takes courage and strength
Brian shared his wellness journey and the perils of success which resonates with many people
Apex performers often have everyday experiences such as losing someone young, suicidal ideation, or depression due to pressure to perform

[09:07 - 18:28] Exploring the Impact of Society's Expectations

Addictive personality is another common trait for apex performers
People who have success don't feel like they can talk about the way that they're feeling
Chasing financial freedom and prosperity doesn't fix everything

[18:29 - 27:53] Discovering Purpose and Finding Freedom

The five trigger events: mental health struggles, loss of a loved one, feelings of never being good enough, total financial loss, and near-death experience
People should choose their passion over what pays the best
Money should be used to buy freedom and spend time on what matters most
Everyone has been placed here to serve a specific purpose

[27:54 - 40:15] How to Achieve Prosperity and Find Fulfillment Through Time, Talent, and Treasure

People follow where they send their resources, making them commit to achieving the outcome
It is possible to do good and do well simultaneously
Reprogramming ourselves and challenging paradigms is necessary to grow beyond our 13-year-old selves

[40:16 - 44:00] Closing Segment

Quotes:

"The world has become so much bigger than the car, the house, and the retirement account or the inheritance. I believe every person has been placed here to serve a specific group of people." - Jerome Myers

"You owe it to yourself to explore to see if you can find fulfillment because that's the only thing there. Even if you add a zero behind your net worth, it's not going to matter." - Jerome Myers

Connect with Jerome!

LinkedIn: www.linkedin.com/in/jeromemyers

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!

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Ever wondered how a combat infantry Marine squad leader turned PhD leverages his intense experiences to improve veterans' mental health? How can 30 minutes of brisk walking daily make a difference for people with PTSD? Dive into this episode as Robert Huseth reveals the transformative power of physical activity through exercise science!

In this episode, Robert recounts his journey of wanting to join the military since age three and deploying to Afghanistan at 21, where he became a Sergeant SWAT leader. Hear how Corbett used mixed martial arts training and combat conditioning coordination to help him transition back into civilian life while dedicating his volunteer time to helping veterans' mental health through physical activity and exercise. Learn about the importance of aftercare for veterans post-deployment and how physical activity, such as walking briskly for 30 minutes, can help improve mental health issues like PTSD.

This episode will surely be inspiring and leave you feeling empowered!

[00:00 - 08:14] Opening Segment

Introducing Robert to the show
Leveraging education and experience to help businesses establish and maintain their PMOs
He also got a doctorate in health and human performance from MTSU

[08:15 - 19:05] The Impact of Physical Activity on Mental Health

Many police officers were former military struggling with substance abuse and suicides
Finding the next mission was essential to focus on
Exercise science research has been underestimated within the community

[19:06 - 29:52] Exploring the Differences Between Hypertrophy and Strength Training

Hypertrophy Training is a minimally invasive approach to helping individuals with PTSD
Volume, sets, reps, and weights are essential for an optimized training
Strength training focuses on activating muscle spindles and suppressing Golgi tendon organs
Nutrition should be tailored to the individual

[29:53 - 35:05] Balancing Fitness, Physique, and Strength with a Busy Lifestyle

Calorie intake should be monitored to ensure fat loss and muscle gain
2-3 hours of training per day is required for bodybuilding
Healthy eating choices such as chicken, fish, and red meat are important

[35:06 - 38:38] Closing Segment

Quotes:

"It doesn't matter if you just got out of Afghanistan or Iraq or you're from the Vietnam era; these things are real. And they're there, and we have to wrestle with them. And we can't just push them under the rug." - Robert Huseth

"Physical activity is critical. It's family, work, everything. Those are going to be higher on our scale." - Robert Huseth

Connect with Robert!

LinkedIn: https://www.linkedin.com/in/corbitt-huseth-ph-d-pmp-43a30212b/

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!

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Dive headfirst into the geopolitical maelstrom on the Capital Club podcast, where Seth Cropsey, founder and president of Yorktown Institute, tackles the escalating tensions in Ukraine. Get a bird's eye view of a complex landscape marked by Russia, China, and Iran coalitions challenging U.S. interests, and unravel the implications of the U.S.'s strategic move of arming Ukraine. Gain exclusive insights into NATO's response and the potential strategies that could shape global politics.

[00:01 - 11:05] Opening Segment

Seth Cropsey is the founder and president of Yorktown Institute based in Washington, D.C.
There is a coalition of groups between Russia, China, and Iran working globally against U.S. interests

[11:06 - 20:52] NATO Unites in Response to Russian Incursion on Ukraine Border

NATO has been unified and strengthened in response to Russia's incursion into Ukraine
The use of a tactical nuclear weapon can be countered by horizontal escalation without using nuclear weapons
NATO coalescing and the U.S. providing robust defense of Ukraine cuts against China moving on Taiwan

[20:53 - 30:40] Examining the Strategies Unifying Russia, China, and Iran

China, Russia, and Iran share a common interest in seeing the U.S. exit its sphere of influence
The US has been the leading proponent and supporter of access to global commons
The U.S. strategy for deterring and defeating China in a naval conflict needs to be addressed

[30:41 - 40:55] Examining the U.S. Navy's Unpreparedness for a Potential Conflict with China

China taking over Taiwan would give them access to the Central Pacific and threaten allies
The U.S. does not have the infrastructure or personnel to fight a war with China
Merchant Marine Academy needs renovation and lacks personnel

[40:51 - 43:22] Closing Segment

Final words
Connect with Seth through the links below

Connect with Seth!

Website: www.yorktowninstitute.org

LinkedIn: https://www.linkedin.com/in/seth-cropsey-169b7634/

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!

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Interested in how to protect newly acquired wealth or manage an embedded family office?

In this episode, Richard Jason Wolkowitz discusses how the family office concept has evolved over the years. He focuses on three main areas: existing single-family offices, embedded family offices within operating companies, and concept family offices that are formed to protect newly acquired wealth. Rich also explains how embedded family offices can blend business assets and personal assets, which can lead to problems if not appropriately managed.

Tune in to learn more about evolving strategies for managing a successful single or embedded family office!

[00:01 - 08:05] Exploring the Evolving World of Family Offices with Rich Wolkowicz

Introducing Richard to the show
Family offices have evolved dramatically over the last 30 years, becoming more fluid in the previous five years
The three main types of family offices: existing single-family offices, embedded family offices, and concept family offices

[08:06 - 17:48] Best Practices for Protecting Liability and Maintaining Licenses

Family offices are complex, involving financial management, tax, family dynamics, and values
Guardrails need to be put back in place to protect from legal liability, audits, and regulatory risks

[17:49 - 21:29] Setting Up Shared Services Agreements and Mitigating Risks

Three components to focus on: operational excellence, financial prosperity, and durable family harmony
Richard shares the challenges of multitasking for family office executives
Mitigation techniques such as setting up a shared services agreement

[21:30 - 32:34] Examining the Benefits and Costs of Embedded vs. Separate Family Offices

Banks, lawyers, and IRS are becoming more interested in looking into the expenses and overhead of family-owned businesses
Families can decide to keep it embedded or lift it out based on their discipline

[32:35 - 35:30] Closing Segment

Quotes:

"Life takes you on different courses. You can't plan it." - Jason Wolkowitz

"Pierce that corporate veil by commingling business with personal. Treat the business as if it's your personal." - Jason Wolkowitz

Connect with Richard!

Website: www.Xylogenesis.com

LinkedIn: https://www.linkedin.com/in/richardjwolkowitz/

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!

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Cindy Taff, the CEO of Sage Geosystems, joins us in this episode to discuss the development of geothermal technology and how it can be used as a viable energy source. She shares her experience in oil and gas, which has enabled the technology of Enhanced Geothermal Systems (EGS) to become feasible in today's market. We explore the cost-effectiveness of geothermal compared to other renewable sources such as wind and solar and how it can be used as an electricity base load or for energy storage solutions. Shee also touches on tax incentives from the Inflation Reduction Act that make geothermal more competitive, the Department of Energy's Earth Shot initiative to drive commercialization, and permitting processes for federally owned properties.

Join us for an insightful conversation on technology development!

[00:01 - 08:38] Opening Segment

Introducing Cindy to the show
Fracking and horizontal drilling have revolutionized US energy production
EGS (Enhanced Geothermal Systems) require either drilling or fracturing to create an artificial reservoir in hot rock without water

[08:39 - 17:05] Unlocking the Power of Geothermal Energy

Geothermal energy is on the learning curve where wind and solar were 15-20 years ago
The cost of geothermal is currently in the 9-10 cents per kilowatt hour range, while wind and solar are around half
Geothermal can act as energy storage for other technologies by cycling a small volume of fluid in the fracture

[17:06 - 26:13] Streamlining Geothermal Permitting in Texas and Louisiana

Pumping water into a fracture during times of low demand and then releasing it back to the surface when demand peaks to generate electricity
Cost-competitive energy production is vital for communities to pursue
The effects of raising funds in a series A fundraise

[26:14 - 33:40] Closing Segment

Industrial processes that require both electricity and heat could benefit from geothermal energy
Geothermal currently makes up less than 1% of utility electricity generation in the US
Most significant challenges are technology and sizeable upfront capital cost

Quote:

That's what I'm excited about where geothermal is. We're on the part of the learning curve where wind and solar were 15 or 20 years ago. We're going to be able to grow it over the next 5 to 10 years." - Cindy Taff

Connect with Cindy!

LinkedIn: https://www.linkedin.com/in/cindy-d-taff-53b77a57/

Website: www.sagegeosystems.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!

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Ready for an insider's view of wealth management, unmasking Wall Street's misaligned incentives, and a dive into the unpredictable world of investing? Join us in this episode as John Jennings, a prominent financial strategist, author, and Forbes contributor, unravels the intricacies of preserving wealth and demystifies common misconceptions surrounding economic growth and stock markets. He talks about Littlewood's law of miracles, which states that highly improbable events always occur. John reflects on Wall Street's marketing machine and how misaligned incentives can lead to disastrous consequences. He also shares his motivation for writing his book: to spread truth and transparency around wealth management to help people have less worry and anxiety.

Please tune in to this insightful conversation for tips on reducing risk when preserving wealth!

[00:01 - 14:11] Opening Segment

Introducing John to the show
Luck is created by putting yourself out there in the world and creating opportunities to interact with others
Investment banks pivoted from a true partnership, private models to publicly traded entities
Focus on things you can control and influence, not those you cannot

[14:12 - 29:36] The Benefits of Less Active Investing and Knowing Yourself

The stock market is not the economy; economic growth in the US has zero correlation to the stock market
Studies show that every time people make a trade, what they sell does better than what they buy
Stress test portfolios by looking at historical excellent and bad periods
Creating wealth usually involves taking high risks and putting in a lot of hard work

[29:37 - 36:04] Smart Strategies to Preserve and Grow Great Wealth

Instead of taking high-risk investments, diversify and reduce the risk
When you have great wealth, decide how much to put in each bucket
Use simple algorithms to make decisions where there is uncertainty
The stock market is not the economy, so economic indicators won't tell you how areas of the stock market will do with precision

[36:04 - 38:42] Closing Segment

Quotes:

"Successful investing typically means being more boring." - John Jennings

"Using algorithms to help you make decisions works better than just unstructured judgment." - John Jennings

Connect with John!

https://johnmjennings.com/

www.stlouistrust.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!

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Do you want to decipher the impact of inflation on investing and how timing the market cycle correctly can lead to massive wealth creation?

Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast, discusses the current state of inflation and its implications for investors. With over a decade of experience in investment management, Ben talks about how taking a top-down approach to investments that considers macro trends and timing can be more successful than vertical integration or fine-tuning within broader markets. He also discusses the potential for massive wealth creation if one gets the cycle's timing right and how borrowing costs may stay higher for longer than expected due to underlying pressure from labor shortages, de-globalization, energy prices, and more.

Tune in to hear more about how ultra-wealthy investors invest differently than retail investors and how retail capital continues to reallocate into these investments!

[00:01 - 07:23] The Impact of Inflation on Asset Classes and Timing the Market

Aspen Funds use a macro-driven alternative investments approach that looks at more prominent macro trends first
It is essential to understand the more significant trends driving economics and supply/demand of an asset class

[07:24 - 15:27] Inflationary Pressures Set to Drive Borrowing Costs Higher for Longer

Headline inflation numbers are driving monetary policy
Investors should consider inflation-protected assets such as self storage

[15:28 - 21:55] Taking Advantage of Real Estate Opportunities in a Volatile Market

Institutional buyers are buying self-storage companies at a negative leverage rate
There may be an excess supply of distressed deals in the market, creating good opportunities for investors

[21:56 - 30:52] Exploring the Benefits of Reshoring, Industrial Assets, and Alternative Asset Classes

The growth of ecommerce has driven up industrial prices and values over the past decade
The investment thesis focuses on big box industrial, flex industrial, and tech properties in markets

[30:53 - 32:31] Closing Segment

Quotes:

"It's really hard to make deals happen. It just furthers the point that timing really matters." - Ben Fraser

"The ultra-wealthy invest differently than the average retail investor. It's something that I think the average investor, as the access to these types of alternatives is becoming more available, through regulation changes, and through just general education around investing in these asset types." - Ben Fraser

Connect with Ben!

LinkedIn: https://www.linkedin.com/in/benwfraser/

Website: www.aspenfunds.us/tcc

Podcast: www.TheBillionairePodcast.com/TCC

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!

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Eden Abrahams and Joanna Starek, partners at RHR International, join forces to discuss the unique challenges hyper-growth companies face. This episode explores performance psychology, healthy cultures, and the similarities between high-performance athletes and hyper-growth companies. They draw on their experiences in this field to examine the privilege and challenge of working with entrepreneurs and investors seeking to disrupt their respective industries.

Join Eden and Joanna as they dive into these topics within the realm of hypergrowth companies!

[00:01 - 06:55] Navigating the Tech Crash and Exploring Leadership Strategies

Introducing Eden and Joanna to the show
Brief background and career

[06:56 - 21:28] Navigating the High-Stakes World of Entrepreneurship

The challenges founders face as they scale include communication, talent, culture, etc.
Investors need to create a rubric to analyze opportunities and capitalize on them
Early-stage founders should have bias to action, grit, iterative thinking, vision, and resilience

[21:29 - 30:02] Examining the Characteristics of Successful Founders

Multi-generational time horizon now may be one of the best vintages ever to invest into a venture
Valuations are very investor friendly, and strong companies become market makers
The due diligence process is tailored to account for questions about founders

[30:03 - 40:49] How to Create a Cohesive Company Culture

Symbiotic relationships between stakeholders and founders are key to evolution
Operate a culture survey to identify habits that need to evolve
Companies staying private longer has enabled growth but shifted their dynamics

[40:50 - 41:23] Closing Segment

Quotes:

"It's an absolute privilege to work with anyone trying to disrupt industry, do things differently, and take on the risk of being an entrepreneur or a founder. Those are high stakes games." - Joanna Starek

"How can you create and drive conversations that bring to life the journey that the company's on, and then identify the resources that need to be marshaled and the types of support that need to be acquired to get through these critical inflection points and transitions?" - Eden Abrahams

Connect with Eden and Joanna!

Websites:

www.expeditiongroup.co
https://rhrinternational.com

LinkedIn:

https://www.linkedin.com/in/edenabrahams/
https://www.linkedin.com/in/joannaestarek/

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!

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Do you want to understand the complex landscape of U.S. banking, the systemic issues that led to the 2008 financial crisis, and the current implications of SVB's bankruptcy?

Join us as John Boots, the founder of Expedition Group, discusses the fallout of SVB (Silicon Valley Bank) that occurred a few months ago and what it means for the U.S. banking ecosystem. We'll discuss how regulatory oversight was limited leading up to the 2008 financial crisis, how big banks are reporting all-time profits post-crisis, systemic issues such as speculation in real estate lending and fraudulent practices that contributed to the downfall of the housing market, and more. We'll also explore the role of community banks in providing capital to entrepreneurs and take a closer look at Silicon Valley Bank's bankruptcy and the potential for an increased deposit insurance limit.

[00:01 - 12:26] Opening Segment

John has an extensive background in real estate, private equity, structured finance, and bank regulation
Currently, banks are reporting all-time high profits, making it difficult for regulators to tell them no
Bank failures were mainly due to asset quality, and there was some fraud present in 10% of cases

[12:27 - 25:26] Examining the FDIC Insurance Program and Its Impact on Entrepreneurship

Boxes of files revealed "ninja loans" with no income, no assets, and stated income/assets
Community banks have an important role in the economy & entrepreneurship
The deposit insurance limit is likely to be raised in the next year

[25:27 - 37:10] Silicon Valley Bank Failure: A Cautionary Tale for Business Owners

Silicon Valley Bank's failure was caused by a deposit run and poor asset/liability matching
Real estate deals are speculative, but there is still a need for homes
Questions to ask/track: percentage of tier one capital, earnings report, and call report

[37:11 - 45:26] Navigating a Challenging Refinancing Environment

Prudent risk management strategies for money are important
Reallocate funds back to principal repayment if possible
Be proactive and communicative with lenders

[45:27 - 48:04] Closing Segment

Quotes:

"Regulation is cyclical. So decisions that businesses make in mass are also cyclical, and there's very much a herd mentality." - John Boots

"Community banks have an important place in the world. I think this country is built on the idea of chasing the American dream, creating your path." - John Boots

"Self-awareness and just having your prudent risk management strategies for your money is probably the most important thing." - John Boots

Connect with John!

Website: www.expeditiongroup.co

LinkedIn: https://www.linkedin.com/in/johnboots/

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!

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What makes different individuals perceive the same situation uniquely, and how can we harness the power of emotions to build value?

In this podcast episode, Craig Dowden, an award-winning keynote speaker, executive coach, and Wall Street Journal and USA Today best-selling author, will discuss his fascination with understanding how different people look at the same situation differently. He will define leadership as creating an environment that enables other people to be at their best and emphasize the power of taking time for self-care. This conversation will focus on leveraging emotions to create value and mastering them throughout our lives. Finally, he'll touch on the need for early intervention when a difficult situation arises to build employee capacity and resiliency.

Join Craig for this important conversation about mastering our emotions for successful leadership!

[00:01 - 08:16] Opening Segment

Craig's brief background and career
Great leadership starts with great self-leadership
Leadership is about mastering one's mindset and recognizing the power of it

[08:17 - 16:50] Leveraging Your Emotions to Create Value and Avoid Red Flags

Emotions are now a big part of leadership and are expected to be managed with emotional intelligence
Mindfulness meditation can help experience an emotion from a distance
Step back and observe ourselves to gain insight into similar situations in the future

[16:51 - 24:23] The Benefits of Stress and the Need for Difficult Conversations

Curiosity is an essential skill in conversations around emotion
Stress can be beneficial and is a natural part of life
Work holism is just as dangerous as alcoholism and should be guarded against
Difficult conversations are a challenge even for CEOs

[24:24 - 33:58] The Challenges of Difficult Conversations and Authentic Leadership

Early intervention is key when dealing with difficult conversations
Atul Gawande's research on end-of-life patients

[33:59 - 37:16] Closing Segment

Connect with Craig through the links below
Final words

Quotes:

"Great leadership starts with great self-leadership. How can I get the best out of other people if I'm not getting the best out of myself?" - Craig Dowden

"Early intervention is vitally important. When you notice something, when something is happening, speak up, share, and start early." - Craig Dowden

Connect with Craig!

Website: www.craigdowden.com

LinkedIn: http://ca.linkedin.com/in/craigdowden

Podcast: https://open.spotify.com/show/2yBKQRlGuoALKIgD8M51t1

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!

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Are you navigating the rocky terrains of change in your professional life and looking for wisdom on entrepreneurship, wealth, and leadership?

In this episode, we speak to Elise Mitchell, a successful entrepreneur, executive coach, and consultant with 25 years of experience. Elise has coached C-suite leaders to help them navigate change and chair a Tiger 21 cohort for high-net-worth entrepreneurs and executives. She shares her journey of embracing opportunities despite the discomfort it may bring and explains her mantra, "looking through the turn," which means looking into the potential hazards while keeping an eye on where you want to end up.

Tune in to hear more about the greatest contribution one can make at this career stage and how Tiger 21 helps with wealth journeys and stewardship skills.

[00:01 - 07:10] Opening Segment

Introducing Elise to the show
Elise's story is about leading through change and embracing opportunities when they present themselves
Her mantra is "make the journey matter" and to "look through the turn."

[07:11 - 16:14] Finding Balance, Self-Worth, and Meaning in Life

Elise talks about the entrepreneurship journey and the importance of being opportunistic
It is important to create a culture of trying and experimenting with new things
Recognize the dangers of workaholism and finding balance in life

[16:15 - 22:04] How to Overcome Limiting Beliefs and Reach a State of Flow as an Entrepreneur

It is easy to become distracted and tune out voices in our lives, but it is important to be able to listen and lean into them
Having a hobby can help clear the mind
Coaching clients involves helping them recognize their limiting beliefs

[22:05 - 30:39] How to Ask Yourself the Right Questions and Find Your Best Path Forward

Never say never, and take the opportunity to explore what it could be like on the other side

Selling can open up your world to new people, relationships, opportunities, and skills
Ask yourself two questions: What was the happiest day of your work life? How do I get more days like that?

[30:40 - 39:06] Closing Segment

Embracing the idea of stewardship of wealth, family, and talents through Tiger 21
Final words

Quotes:

"It's very easy when you're good at work, at work all the time, whether you're there physically or mentally or emotionally, because work is easy. If you're good at it, work is the safe place to be." - Elise Mitchell

"Don't run from something; run to something. It is so important that you think through what is next in life so you don't have this deep sense of sadness and loss." - Elise Mitchell

Connect with Elise!

Website: elise.mitchell.com

LinkedIn: https://www.linkedin.com/in/elisemitch/

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!

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Are you prepared for retirement's challenges, from managing potential marital discord to identifying your true purpose outside of work?

Join us in an engaging conversation with Susan Latremoille, co-founder of Next Chapter Lifestyle Advisors, as she talks about how advisors can help people transition successfully into retirement and create a meaningful life after they retire. Susan discusses the challenges of retirement and how it can affect marriages, the importance of financial advisors providing more holistic services to clients such as financial therapy, and how to evaluate whether an advisor is suitable for your needs. She will also provide insight into a five-step process that helps individuals and couples transition from confusion to excitement in their next chapter of life.

Tune in now to discover strategies to make the most out of retirement!

[00:01 - 08:53] Opening Segment

Susan co-founded Next Chapter Lifestyle Advisors to help advisors and their clients' transition successfully into retirement
Common issues of retirement include disillusionment after achieving a "retirement dream" or buying one's way to happiness

[08:54 - 17:25] Rewiring Yourself for a New Chapter

Susan developed a 5-step process to facilitate the process
An assessment of lifestyle priorities and motivations using SuccessFinder
A deep dive discovery with exercises to tap into the psyche of the person
Creating a Clarity Matrix from the results of Steps 1 & 2.
Building a Happiness Portfolio on a Rich Life Platform.
Periodic Rewire It Check-in calls to ensure people stay

[17:26 - 24:09] Avoiding "Gray Divorce" and Achieving Holistic Wealth Management

Retirement is not a word in the vocabulary of many older people who are still living active lives
The transition to retirement can cause marital discord due to the change in roles and responsibilities
Family offices are the ideal place to provide services that help couples prepare for retirement

[24:10 - 30:40] Unlocking the Value of Financial Therapy

Advisors need to provide value add services such as financial therapy, financial wellness, and holistic relationship building
To attract millennials, advisors need to provide a holistic approach and be a sounding board for life's journeys
When evaluating an advisor, it is important to have a guided conversation with the client and look for trustworthiness in the relationship

[30:41 - 33:50] Closing Segment

Quote:

"Retirement today is the opportunity to change what you've been doing, reevaluate, and then rewire yourself. It's actually about rewiring yourself." - Susan Latremoille

Connect with Susan!

Website: www.nextchapterlifestyleadvisors.com

LinkedIn: www.linkedin.com/in/susanlatremoille

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!

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Did you know you can develop a whisky in a lab in just five months, contrary to the usual five years?

In this episode, Brian sits down with Taylor Foxman, founder, and CEO of Industry Collective, to discuss the booming beverage and cannabis industry. Taylor has spent the past 11 years in communications and PR roles for 70 global wine, beer, and spirit brands and was recently awarded 40 under 40 for industry and brand Innovator of the Year. Taylor discusses market saturation due to consumer demand and Covid-19 leading to more brands entering the market, health implications of drinking alcohol, and increased investment in non-alcoholic beverages and cannabis products.

Join us as we navigate these topics with one of the top minds in beverage marketing!

[00:01 - 08:44] 13 Years of Serving Global Wine, Beer, and Spirit Brands and Innovating the Beverage Industry

Taylor's brief background and career
She began her career in beverages at 19/20, working as an intern for SPED vodka
Alcohol consumption has increased dramatically during COVID, with a proliferation of new brands and startups in the space
There are more resources available now for people to create brands from the ground up

[08:45 - 17:28] The Non-Alcoholic Beverage Market: Is There Room for More Brands?

Market saturation in the beverage industry is increasing due to consumer demand
Consumers have more optionality than ever before with non-alcoholic beverages, and there is no downside to this category
Younger generations are more accepting of abstaining from drinking and don't need to rationalize it

[17:29 - 30:09] The Growing Acceptance of Cannabis and Non-Alcoholic Beverages

Independent brands are leading the charge for non-alcoholic beverages
Cannabis use is widely accepted and practiced in certain peer groups more than alcohol
Education is needed to help people understand the wider category of cannabis products
The venture capital market is currently very challenging for entrepreneurs and sponsors

[30:10 - 38:38] How to Achieve Your Goals with Daily Practices

Celebrity partnerships and influencer partnerships are becoming more popular, which will cause a shift in strategy this year
Brands are moving towards premiumization, with higher price points
Manifesting is an important daily practice for Taylor to bring peace to her life

[38:39 - 40:04] Closing Segment

Quotes:

"You have to think and be so intentional with everything you do. Every email you write to an investor, every pitch deck you send to a potential distributor or retail partner, everything has to be buttoned up and spot on because you are in a market now." - Taylor Foxman

"I've learned that the more specific you get, the better." - Taylor Foxman

Connect with Taylor!

Website: www.theindustrycollective.org

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!

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Erinn Andrews, an expert in philanthropy and social entrepreneurship, is here to discuss her research on wealthy donors and giving trends. She shares that unrestricted gifts often come more readily when asked for and that nonprofits must create multi-year campaigns for their donors. Erinn also found that many donors act reactively to charitable requests rather than taking charge of their giving and maximizing their impact. With this in mind, she created GiveTeam, a philanthropic advising firm that partners with financial firms to help donors make informed giving decisions by understanding which causes they want to support, how much they can afford, and which organizations are best suited to help achieve their goals.

Tune into this conversation to gain insights into donor motivations and how to engage in an intentional giving process!

[00:01 - 07:45] The Power of Unrestricted Giving

Multi-year funding was a challenge for nonprofits as older donors were aging out
Donors need to know what they want to fund, how much they can afford, and which organizations are available to fund aligned with their goals

[07:46 - 15:15] Uncovering the Generosity of the Top 2-10% of Donors

The top 1% of givers give away millions of dollars each year and get most of the attention, but donors in the top 2-10% aren’t usually offered philanthropic support: a missed opportunity
GiveTeam is a philanthropic planning company that works with financial firms to support their clients in-house around charitable planning, specifically for donors each giving ~$10K-500K/year (those in the top 2-10% of givers)

[15:16 - 21:53] Understanding the Value Proposition for Millennials and Gen Z

80 trillion will be passed on to millennials and Gen Z in the next two decades
75% of millennials consider themselves philanthropists: financial firms that embrace thoughtful philanthropic advising (beyond tax considerations) for their clients can better connect with this client segment

[21:54 - 30:01] How Donors Can Leverage Industry Trends for Maximum Impact

When interviewing a financial manager, Erinn suggests that clients should ask about their expertise around helping clients articulate their charitable priorities and developing a thoughtful giving strategy beyond just tax considerations
Participatory philanthropy is becoming more popular, allowing those closest to the challenges to be involved in decision-making

[30:02 - 30:55] Closing Segment

Quotes:

"If you ask for it, you're more likely to get it." - Erinn Andrews

"It's not hard to put a little thought and effort into thinking about what you care about. And there are so many great organizations out there that are aligned with what you care about and are doing that great work." - Erinn Andrews

Connect with Erinn!

LinkedIn: https://www.linkedin.com/in/erinn-andrews/

Website: https://www.thegiveteam.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!

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Brian welcomes George Bravante, a private equity investor focused on acquiring and operating farming assets in the Central Valley of California. In this episode, George talks about the region's importance for the US food supply and the Sigma Law passed in 2014 that regulates sustainability and has led to restrictions on some farmers. He believes that despite these restrictions, there is potential for consolidation and monetization of this opportunity set through investments in citrus crops. George also discusses his commitment to caring for his partners' money from his upbringing in a lower-middle-class family. Finally, he outlines how certain factors such as tariffs, crop abundance, inflation, consumer demand, and organic food affect the agricultural industry.

[00:01 - 08:18] Opening Segment

50% of the US's food comes from California, including the Central Valley and Salinas Area
Climate change is impacting production in Florida, which used to be a significant engine for US agriculture
California passed the Sigma law in 2014, giving the state the right to regulate sustainability
California provides half the produce in the country, and this may go down due to Sigma law

[08:19 - 15:49] California Farmers Face Crisis as Infrastructure is Destroyed and Water Supply Decreases

George shares how infrastructure is being destroyed due to soil settling
The investment strategy is to buy ranches and focus on citrus
Targeting 8-12 year return with Sigma will value

[14:50 - 24:10] A 16-18% Return Over 10 Years with a Vertically Integrated Strategy

The competition landscape is institutional equity getting into the space
The industry will consolidate as far as the eye can see
The importance of being committed to taking care of your partner's money

[24:11 - 32:20] Exploring the Benefits of California's Central Valley Production Hub

Central Valley of California is a unique place to grow produce due to its climate and water supply
The rise of the middle class in Southeast Asia has led to an expectation of 24/7 availability of fruits and vegetables
Agriculture is seen as an inflation hedge, but prices have been hurt by Covid and shipping costs
Organic sales have fallen due to people not willing to pay the premium during tough times

[32:21 - 33:32] Closing Segment

Final words
Connect with George through the links below

Quotes:

"Agriculture is a very cashflow intensive business. It doesn't trade on cap rates. It trades per acre, so it's inefficient. And the reason is that one guy's better than the guy next to him." - George Bravante

Connect with George!

Website: https://bravantefarmcapital.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!

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Welcome back to The Capital Club! Host, Brian Adams, talks about his future goals for the podcast, which include transitioning to health and wellness and avoiding topics such as real estate. He explores how investing in physical and mental health can benefit your financial wellness and other aspects of life.

[00:29 - 05:27] Celebrating 200 Episodes of the Capital Club Podcast

Capital Club Podcast has surpassed 200 episodes
Exploring different things and having incredible guests on the show
Going through a refresh and avoiding real estate podcast topics
Focusing on health and wellness topics, including depression, alcohol, fitness, and mental health

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!

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What does it mean to prepare for retirement? Is it all about just the money? Join us in this episode as we explore the emotional and financial aspects of transitioning into retirement with Russel Baskin, family enterprise consultant with Trella Advisory Group. Discover how to create continuity plans, manage expectations, and nurture relationships even when retirement takes a more unexpected path.

Russel Baskin is a family enterprise consultant with Trella Advisory Group in Toronto, Canada. She brings grace and compassion to her work with families understanding the interconnected relationship between the needs of the individual and the well-being of the family.

Key Highlights:

[00:01 - 09:58] Navigating Retirement: Exploring the Challenges of the Baby Boomer Generation

• How the baby boomer generation struggles with retirement emotionally

• Why many refuse to exit their businesses or step out of their profession

• The lack of focus on the exiting generation and how creating continuity plans help

• Longevity has increased due to medical breakthroughs and wellness

[09:59 - 18:33] How to Balance Relationships and Longevity in Later Life

• Society is yet to catch up with the value of people in their sixties and seventies

• The largest percentage of divorces in North America is happening post-50s

• Retirement can bring assumptions that need to be checked out; have conversations

• Have conversations with your partner about what you both want to be doing together

[18:34 - 26:45] Planning for Reinventing Yourself and Making a Contribution

• Think about how much of your life purpose, identity, and meaning is wrapped up in work

• Consider contribution - what will you leave behind when you leave this life?

• Social networks contribute to health and well-being as much as eating healthy and exercising

• Allocation of resources should include mental health, friendship, and relationship building

[26:46 - 34:05] Take Stock of Your Relationships and Priorities to Create Balance in Your Life

• The pandemic was a wake-up call to prioritize what's important

• Time is often used as an excuse, but it's really about priorities

• It can be hard for both generations to accept that the senior generation no longer belongs

• Continuity planning is key for families with wealth and businesses, as they are perpetually in transition

Quotes:

"There's a lack of validation where they [the baby boomer generation] don't feel of value. A big part of this is feeling that their purpose and their identity have been so wrapped up in the work that they've been doing their whole life. There's a crisis of, who am I and what is the point of my life anymore?" - Russel Baskin

"It's not looking around the outside and going like, 'What other thing am I going to do right now?'. It's going inside and thinking about, 'What are my needs? What do I want? What would be meaningful to me?'." - Russel Baskin

Connect with Russel Baskin!

Website: https://www.trella.ca/

Linkedin: https://www.linkedin.com/in/russelbaskin/

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (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!

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Shaun Parkin, managing director and founder of Hall Road Investments, is here to discuss the world of family offices. Shaun has worked with family offices since 2012 at State Street Global Advisors, running the exchange-traded fund business in Australia. He explains that a family office is a corporate entity set up to manage the assets of a single-family and how it can be used for purposes such as anonymity or investing directly with one counterparty. Shaun shares his experience leaving State Street Global Advisors to start his firm. He addresses the challenge of taking all the distinct data sets, aggregating them securely, removing manual components, and being able to analyze the portfolio in real time across multiple parts of the business. Lastly, he provides consulting services to family offices, mainly focusing on operational support, reporting, and investment structures.

[00:01 - 06:56] Opening Segment

Introducing Shaun to the show
Family offices outside of operating companies are relatively new in Australia.
A family office is defined as a corporate entity set up to manage the assets of a single family

[06:57 - 13:42] Leveraging Technology to Create Digital Family Offices

How Shaun struggled with the 'golden handcuff' of working for a good business
He started his firm four years ago to remove bureaucracy and build something to enjoy working for
Technology has changed financial services, and multi-family offices are trying to leverage it

[14:43 - 22:17] Challenges for Family Offices in Australia

The biggest challenge for Australian clients is putting in a full-blown tech stack
Family offices often fall into a gray area between RIAs and institutional custodial relationships
COVID has led to families relocating to Singapore and Australia in Southeast Asia for infrastructure, tax, and stability

[22:18 - 27:10] Exploring the Challenges of Asset Transition and Relationship Management with Family Offices

Singapore is an attractive tax regime and has good staff, time zone, and capital allocation
The baby boomer generation is exiting and rolling over assets to the next generation
A good reporting structure helps engage with the next generation

[27:11 - 35:14] Closing Segment

Sherpa Newsletter is a guide to the family office sector, sent out to 1000 people every two weeks
Shaun's daily practice: has a daily practice of calming down for 15 minutes and thinking about what his perfect day would look like

Quotes:

"The toughest thing is to get that overlap between what you enjoy doing, what you're good at, and what people will pay for." - Shaun Parkin

Connect with Shaun!

Website: https://www.hallroad.com.au

LinkedIn: https://www.linkedin.com/in/shaun-parkin-41973425/?originalSubdomain=au

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!

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Wrapping up the 3-part series of Questions That Investors Don't Ask But Should, Brian Adams discusses why investor references and referrals are critical. He shares their Frequently Asked Questions video with prospective investors and presents examples of people who offered to act as references for them. This episode highlights the importance of getting insight from investors on deals that have not gone well. It emphasizes the value of asking sponsors and managers about their track record of handling difficult situations, as this will give you a better sense of their investor relations, reporting, communication, and transparency.

Ultimately, being aware of the risk involved in investing is vital. Still, the reward can come with understanding a group's behavior and learning from any mistakes made along the way. Tune in now for an insightful discussion about investor references and referrals!

[00:01 - 05:27] Asking the Questions Investors Don't Ask

Include a frequently asked questions video segment when sending out a new investment opportunity
Ask for references to investors in deals that didn't go well
Get a different perspective from a happy investor
Track record is how we react and respond to deals that don't go well
Hard questions and difficult conversations reveal transparency, communication, and infrastructure
Get a sense of how the firm operates in challenging situations

[05:28 - 10:34] Learning from Mistakes and Evaluating GP Sponsors Through Third-Party Vendors

The character and value system of a group can be judged by how they navigate adversity
Third-party vendors/service providers can give an industry perspective on the group
How people treat others is a proxy for how they operate outside of communication
Employer-employee mentality often influences collaboration and partnership
Take note of the response from the GP and sponsor when asking for referrals

Quotes:

"The secret sauce is in asking the kind of questions that people don't typically ask, and you'll get some interesting responses." - Brian Adams

"Asking to speak to a former employee can be very powerful when you're doing due diligence on a manager. They can give you a really good perspective on company culture, capabilities, and organizational depth." - 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!

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Uncover the real meaning of disruption in today's episode with Pascal Finette! Pascal has a background in tech and has been part of the teams that built eBay across Europe and created Firefox. He joined Singularity University four years ago to understand better how companies can prepare for the future.

In this episode, he discusses the implications of disruptive innovation and how to identify weak and strong signals regarding technology. He explores Alan K's suggestion that Silicon Valley has been good at commercializing innovations but has yet to invest in groundbreaking innovations. Pascal also talks about assessing when a weak signal turns into something tangible and provides examples of successful disruptive innovation efforts, such as Tesla's use of first-thinking principles to reduce battery costs. Finally, Pascal identifies leadership traits necessary for creating an environment required for successfully implementing these changes.

Tune in now to hear Pascal's thought-provoking insights into disruption!

[00:01 - 08:35] Opening Segment

Welcoming back Pascal to the show
Four years ago, he took what he learned from Singularity University to marry it with his business background to help leaders and their organizations prepare for the future
He has just released a new book called Disrupt Disruption

[08:36 - 18:02] Unlocking the Potential of Disruptive Innovation

Five key buckets for successful disruptive innovation efforts
Weak signal vs strong signal
First principles thinking

[18:03 - 21:53] Exploring the Impact of Leadership Changes on Tech Companies

Tesla looked at the raw materials of their batteries to understand where inefficiencies were and how to reduce costs
Most companies don't use Agile principles outside of software development
Agile principles can be used across the entire organization to make it more nimble and agile
Processes are essential but need to be questioned and challenged

[21:53 - 33:29] Finding the Right Leadership Traits for Upskilling and Reskilling in the Workforce

Acknowledging that it's cheaper to do upskilling and reskilling internally than looking for new talent
Leaders need to be ambivalent, commit to the edge, and understand risk categories

[33:30 - 34:51] Closing Segment

Connect with Pascal through the links below!

Quotes:

"Don't give me a theory. Don't show me the PowerPoint. Tell me what you did." - Pascal Finette

"The challenge with common sense is it's typically not common practice." - Pascal Finette

Connect with Pascal!

Book: www.DisrupttheBookcom

LinkedIn: www.linkedin.com/in/pfinette/

Website: https://beradical.group

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!

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Selling your business can be an emotional journey, and it's often the lack of knowledge of what comes after that causes anxiety. So, what happens after an exit?

Todd Goldman is the managing director of a boutique M&A firm specializing in ESOP advisory. ESOPs, or Employee Stock Ownership Plans, incentivize owners to transition their companies through Congress' 1042 legislation, enabling them to sell tax-free. This conversation covers the challenges and opportunities of private equity transactions and ESFs. Todd also dives into the goals of ESFs, including maintaining a sense of control, stakeholder value, legacy, and market liquidity for the business.

Tune in to learn more about exit strategies for business owners and employee stock ownership plans!

[00:01 - 07:25] Opening Segment

ESOP stands for Employee Stock Ownership Plan
Louis Kelso pioneered the concept in the 1970s to incentivize business owners to transition in a different way

[07:26 - 14:45] ESF Deals for Market Liquidity, Legacy, and Life of Relevance

Private equity is seen as significant on the front end but can be challenging to work with
The goals for ESFs include legacy, a life of relevance, culture, stakeholder value, and getting market liquidity for the business

[14:46 - 20:48] Generational Differences in Employee Ownership

Gen Z and Millennials view work relationships differently
Employee ownership is attractive to younger generations
Retention rates are higher in employee-owned companies

[20:49 - 27:04] Unlocking the Benefits of ESOPs

ESOPs are an excellent outcome for people-based businesses
ESOPs are an attractive option for owners who want to transition out of their business
ESOPs involve raising third-party financing with a bank and setting up a legal entity

[27:05 - 33:51] The Nuances of Business Transition Planning

Having the right influencers around the table is vital for closely held businesses
Goals must be discussed to understand what the business owner wants to accomplish

[33:52 - 35:49] Closing Segment

Todd's daily practice: yoga and sleeping well
Connect with Todd through the links below

Quotes:

"It's not the ability to keep a hundred dollars in your pocket. If you're thinking about the macro picture for your family, it's legacy. It's a life of relevance, it's the culture, and it's the stakeholder value." - Todd Goldman

"Don't put your head in the sand. Get the right people around the table. Do the education while you have time, and then be honest about your goals." - Todd Goldman

Connect with Todd!

Website: www.lazearcapital.com

LinkedIn: https://www.linkedin.com/in/todd-goldman-81a968149/

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!

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Does your family business have the appropriate ecosystem to contribute each unique skill effectively?

Join us as we explore the importance of engaging the next generation in family businesses with Rebecca Finley-Schidlowsky. Rebecca is a strategy, governance, and leadership development specialist for family offices and companies across North America. She has identified three main groups of next gens - young kids (0-11 yrs old), teens (12-16 yrs old), and young adults (17-35 yrs old). She will explore topics such as teaching them how to run an effective meeting, communication, transparency, social media policies and ESG initiatives, financial literacy, philanthropy, networking outside their family, trust with their peers, and setting up a shadow board. We will also learn about the importance of exposing the next generations to various learning opportunities to foster their identity and education around leadership.

Tune into this episode to gain insights into engaging the next generation in family businesses!

[00:31 - 08:19] Opening Segment

Introducing Rebecca to the show
Next Gen is a term used to refer to anyone 40 years old or younger
Rebecca divides Next Gen into three buckets: young kids (0-11), teens (12-16), and young adults (17-35)
There is a challenge with the middle group of 35-65-year-olds who should be stepping into leadership positions but are held back by the generation above them

[08:20 - 20:34] Engaging Next Gens in Leadership and Philanthropy

Next Gens need guidance and assistance to carve out space for their own identity outside of the family
Financial literacy is often lacking, and investment councils can help teach this
Shadow boards comprised of solely next gens are becoming more popular to advise family companies
Next Gens are passionate about ESG initiatives and have a huge thirst to learn

[20:35 - 30:31] How to Foster Engagement and Learning Within the Next Generation

Older generations should ask the next-gen what they are interested in doing
Starting young is crucial; families should be intentional about retreats, in-person activities, meetings, etc.
Family history research can help connect families and build interactive family trees

[30:32 - 33:00] Closing Segment

Connect with Rebecca through the links below

Quotes:

"Even though you're born into a place of privilege, these Next Gens have a lot of anxiety, especially about thinking that they can't fill the shoes of the people that have come before them." - Rebecca Finley-Schidlowsky

Connect with Rebecca!

Email: rebecca@finleyandassociates.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!

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Tom Geddes and Alice Paik join the Capital Club Podcast to discuss their work at Brown Advisory, a financial advisory firm with an institutional and private client business. Learn how the firm values clients, offers a scale of assets and investment strategies, and how complexity can change the calculus for setting up a true single-family office. Discover how families need the right mix of critical people to pull all the pieces together and attract and retain the best talent.

Tune in now to hear this insightful conversation on family wealth management from two experts at Brown Advisory!

[00:01 - 06:55] Opening Segment

Introducing Tom Geddes and Alice Paik
Brown Advisory is a private, independent firm with clients across all 50 states and in other countries
The importance of having a warm and engaging client-first mentality

[06:59 - 13:30] What Families Need to Know in 2023

The threshold for setting up a single-family office has grown in recent years
Multi-family offices are often used as a marketing term without fully understanding it
Advice and service are two other vital components for families

[14:31 - 20:07] Exploring NextGen Education and ESG Investing for a Smooth Transition

The importance of raising responsible decision-makers
Helping families understand what wealth means to them and their impact
Educating kids/grandkids about the responsibility that comes with wealth

[20:08 - 28:49] Investing and Philanthropy Come Together for Families

Reminding the senior generation to let go of their control in small, incremental steps
ESG sustainability is a core competency at the farm and is seen as an investment approach that can drive a competitive advantage
Endowments and foundations business growing with families are often involved with these organizations

[28:40 - 32:26] Investing in Prosocial Ways to Align with Mission Goals

5% of endowment resources are being used for prosocial and mission-aligned investments
Combinations, acquisitions, and expansions are all tied back to the core mission of the firm

[32:27 - 35:19] Closing Segment

Connect with Tom and Alice through the links below
A daily practice that helps bring peace to your life
Alice: watching the sunrise every morning and turning the phone off
Tom: reading and dropping off his kids in the morning
Final words

Quotes:

"We know our client's dog's names too. We operate on a very warm and engaging client-first kind of mentality." - Tom Geddes

"Values are expressed in different ways, and to remind people of that along the way, that you may be acknowledging that hard work or faith or something is very important to a family." - Alice Paik

Connect with Tom and Alice!

Website: www.BrownAdvisory.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!

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Join us as we dive into ESG investing with our special guest Jennifer Goode. She is a director at Bernstein Private Wealth in Washington, DC, and a former founding partner of Birchstone Moore LLC, a boutique law firm focused on estate planning and trust administration.

Jennifer discusses the challenges fiduciaries face in ESG investing and their duties of loyalty and prudence. Jennifer will explain the different types of ESG strategies, such as ESG integration and ESG-focused strategies, which can be used to improve financial returns while also striving to further an environment-related goal like fighting climate change. She also explores how traditional screens for ESG investing have yet to be found to reduce returns significantly and how structuring strategies according to broad themes can minimize diversification concerns.

[00:01 - 07:46] Opening Segment

Introducing Jennifer to the show
There are two types of ESG investing: integration and focused strategies
Integration strategies invite more information into the analysis to provide a better financial return

[07:47 - 14:38] Exploring the Intersection of Fiduciary Obligations and ESG Investing

Focusing on three fiduciaries: trustees of a trust, administrators of private retirement plans, and decision-makers for nonprofits
Two duties applicable to ESG investing: fiduciary duty of loyalty and duty of prudence
ESG integration goal is purely financial, with no third-party interests

[14:39 - 21:51] Understanding the Benefits of ESG Investing for Multi-Generational Trusts

Fiduciaries should look at historical performance, portfolio managers, strategy structure, and goalposts to measure up against benchmark
Create a standardized vocabulary and shared understanding of what is being discussed
Have a meeting of beneficiaries and trustees to create space for education about the strategy and its role in investment

[21:52 - 30:53] Exploring the Complexities of ESG Investing

Jennifer talks about the lack of consistency and standardization in terms of what counts as ESG and what doesn't
It is hard to determine the goalposts for the ESG goal due to the lack of a straight line between trying to further a more inclusive employment field and making sure companies have policies in place
The media lacks consistency in covering these issues

[30:54 - 32:40] Closing Segment

Connect with Jennifer through the links below
Jennifer's daily practice: snuggling with her kids
Final words

Quote/s:

"There are concerns about greenwashing, and there's not a ton of consistency or standardization in terms of what counts as ESG and what doesn't." - Jennifer Goode

Connect with Jennifer!

Email: jennifer.goode@alliancebernstein.com

Website: www.AllianceBernstein.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!

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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!

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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!

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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!

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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!

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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

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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/

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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/

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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/

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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

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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/

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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/

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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/

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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 technology

How Entole is a command center that pulls together purpose-built systems for family offices

• Family offices touch many service areas, making digital infrastructure vital

• Rising generations expect a digitized experience and technological optionality

[08:12 - 16:29] A Technological Solution for Family Offices

• How family offices have unique technological solution sets

Most people use specific tools that suit their needs and integrate them

• All-in-one solutions may not keep up with innovation and governance needs

• FOX provides research and best practices for family enterprise management

[16:30 - 24:45] The Rise of Technology in Family Offices

• The importance of family constitution in family governance

Command center to monitor and push updates on the family constitution

• Trend towards hybrid/digital/virtual family offices

• Technology as a service delivery mechanism, not a replacement for a personal touch

[24:46 - 33:07] The Challenges of Developing a Command Center in the Digital Age

• The difference between a digital and virtual family office

• Why do people want both a digital & a physical experience?

• Fewer skilled technologists understand how to address issues within the family office

[33:08 - 40:11] Closing Segment

• Family offices aren’t well known, so there’s limited awareness of the industry

• Building a technology product for family offices takes years

Want to connect with Christian? Follow him on LinkedIn. Visit Entole, a new place for your private capital!

Key Quotes:

“Figuring out how to have infrastructure that digitally interconnects with all of the different things that touch a family’s life is absolutely vital” - Christian Grupp

“We don’t want to go replicate what’s out there; we want to focus on how are we bringing things together.” - Christian Grupp

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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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

• The growing trend among multi-generational families to professionally document their history

How the power of media has made it easier to share valuable family stories with others

• Jamie shares how the story’s work has evolved over time

• What led Jamie to start StoryKeep

[08:44 - 16:38] Creating Legacy Projects

• StoryKeep specializes in creating custom legacy projects, including films and private podcasts

The discovery conversation, production, and pre-production

• Emotional investment is key in connecting with clients and their families

[16:39 - 25:05] The Essence of Family and Business Legacies

• Alternative investments can help safeguard portfolios in the current market environment

• Film and podcasting can be tools for emotional connection and community building within families

• Private podcasting is a niche that offers unique opportunities for documenting family stories

• Best practice involves testing concepts and adjusting based on feedback from the group

[25:06 - 34:40] Closing Segment

• Tips for compelling storytelling and connecting with rising generations

• Working together to identify interests and build buy-in

• Three things often left out of personal stories

Want to connect with Jamie? Follow her on LinkedIn and Instagram. Head to StoryKeep to build a legacy across generations!

Key Quotes:

“If we don’t have that emotional investment or experience, then we’ve missed out on the power of what we’re doing.” - Jamie Yuenger

“One of my main goals is trying to educate advisors about how film, in particular, can be a tool for connection, for being a witness to someone’s experience and to widening the conversation and bringing more voices into a conversation.” - Jamie Yuenger

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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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 transformational experiences with psychedelics

[07:13 - 13:41] A Fund Focused on Psychedelic Medicine

• Psychedelic medicine has defining characteristics of an experience and long-lasting benefits

Investing in both natural and synthetic compounds

• Brom’s personal experience with psychedelics and what led him to start the fund

[13:42 - 20:29] Exploring the Regulatory Landscape and Business Opportunities

• Pharma companies are working on getting psychedelics approved by the FDA through clinical trials.

• How companies are inventing new psychedelic drugs and creating infrastructure and accessories for psychedelic therapy

• How psychedelics can be used to treat depression, anxiety, and PTSD

Current treatments like SSRIs are not effective for everyone

[20:30 - 27:48] Why Investors Turn to Psychedelics

• Current psychiatric drugs have side effects and often don’t work well

Anti-anxiety drugs like benzodiazepines can be addictive and don’t solve the root problem

• Psychedelic-assisted therapy is showing promise in treating depression, anxiety, and PTSD

• Investment in the psychedelic industry could redirect funds from ineffective psychiatric drugs

[27:49 - 34:38] The Growing Acceptance and Investment Opportunities in Psychedelics

• Popular media portrayals of psychedelics have helped shift public perception

• Biotech companies are exploring the use of psychedelics for disorders beyond mental health

Alzheimer’s and stroke recovery

• How retreats and resorts in other countries can be good cashflow-generating businesses

[34:39 - 42:28] Closing Segment

• The opportunities and risks of investing in psychedelics

• Brom shares resources for learning about psychedelics

Want to connect with Brom? Follow him on Twitter. Head Empath Ventures, funding the future of psychedelic medicine!

Resources Mentioned:

How to Change Your Mind - Michael Pollan

Key Quotes:

“My general take on drugs, including alcohol and even caffeine, is that they work better the less frequently you do them. So pace yourself.” - Brom Rector

Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/

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How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence

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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 Vandereck. 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 being intentional about hiring individuals

• The need for constant vigilance and reinforcement to maintain a great team and culture

• The value of diversity of perspective and being open to learning and growth in building a successful business

[07:34 - 14:34] Importance of Balance in Business

• Insights on conscious capitalism and building successful businesses

• Issues with the short-term mindset in capital markets

• The importance of conscious capitalism and creating value for stakeholders

[14:35 - 22:09] From Military Leadership to Big Tech

• A business is more than just profit and loss; it’s about the ecosystem and conscious capitalism

• How the military experience helped Sunny in building Satori Capital

• Balancing reliability and innovation is essential for big-scale success

Nuance is vital in evaluating founders’ potential success

[22:10 - 29:05] The Investment Banking and Private Equity Journey as an Entrepreneur

• How instincts about sales processes are essential in investment banking

• Learning from people who only spend time in capital markets is valuable

• Why being a public company leader is very different from being an entrepreneur

• Long-term thinking and service to others may not be prioritized in transactional environments

[29:06 - 36:16] Conscious Capitalism: A Journey Towards Stakeholder Value Creation

• The transition from a product-focused CEO to a capital markets-focused CEO

• The three main pillars of conscious capitalism

Conscious leadership, conscious culture, and stakeholder empathy

• Conscious capitalism creates new value rather than just transferring value from one stakeholder to another

[36:17 - 43:36] Prioritize Values Over Money in Business Transactions

• How a conscious relationship with a supplier can lead to significant growth and margin opportunities

• The process of selling a business or taking on an investor

The day after the close is vital

• It’s crucial to figure out what you care about most and ask for it

[43:37 - 50:12] Closing Segment

• How to figure out what’s important beyond just money

• Don’t be afraid of asking dangerous questions

Want to connect with Sunny? Head to Satori Capital for strategic advice to help our investments grow and succeed!

Key Quotes:

“If you put good stuff in the world, that good stuff is going to come back to you.” - Sunny Vanderbeck

“Figure out what you actually care about and ask for it because no one else is gonna do it for you.” - Sunny Vanderbeck

“If we can bring all of our energy and attention and focus to the moment, then we’ll be better humans, and we’ll be better investors.” - Sunny Vanderbeck

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Selling Without Selling Out: How to Sell Your Business Without Selling Your Soul

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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 owners with evaluation and advisory services

• Family businesses should focus on engaging and relating to shareholders more intentionally

• Best practices for positive shareholder engagement

[06:33 - 13:54] Navigating Multi-Generational Shareholder Needs in Family Businesses

• Multi-generational family businesses face unique challenges with different shareholder clientele

• Balancing the needs of different generations and keeping them informed is crucial

• Limited liquidity can be a challenge for family businesses, but illiquidity can also be the source of outsized returns

[13:55 - 20:59] The Challenges of Diversification and Leadership Transitions in Family Offices

• People turn to esoteric asset classes they know nothing about for diversification

• Transitioning leadership is a challenge for families without the right professionals and skill sets

• Realistic assessment of needed skill sets is crucial for a successful leadership transition

[21:00 - 28:51] The Importance of Buy-Sell Agreements in Family Businesses

• The importance of having the right person in a leadership position

• How to remove the stigma around owning shares in the family business

• It's vital to involve an attorney and valuation professional in creating a buy-sell agreement

• The need for clear understanding among all parties involved in a buy-sell agreement

[28:52 - 37:45] Closing Segment

• A consistent view of the value under the buy-sell agreement is important

• Families should formalize a process for evaluating a full-on liquidity event or acquisition

Want to connect with Travis? Follow him on LinkedIn. Visit Mercer Capital to explore more about the family businesses!

Key Quotes:

"If anything, family businesses should be more focused on engaging and relating to shareholders than public companies are." - Travis Harms

"Return follows risk in investing." - Travis Harms

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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 time, Tsitsi developed a passion for assisting family businesses to build multigenerational businesses, translating into multigenerational legacies.

[00:01 - 07:51] Opening Segment

• Tsitsi shares insights on multigenerational legacies in Africa

Her experience as a third-generation family business owner in Africa

• The challenges faced by multigenerational businesses in Africa

Lack of entrepreneurial knowledge and the education system

[07:52 - 15:38] Family Governance in Multigenerational Businesses in Africa

• What led to the breakdown of Tsitsi’s family business

• How cultural differences can impact conversations around death and estate planning

• Africa faces a wealth gap and a need for entrepreneurial training and upskilling

[15:39 - 23:14] The Impact of Brain Drain on Africa’s Next Generation

• Brain drain is a major issue in Africa, with many young people leaving for better opportunities abroad

Parents often send their children overseas for education, and they may not return

• How the lack of government support and economic instability contribute to brain drain

• Montessori education is seen as a promising solution for teaching children in Africa

[23:15 - 30:49] The Montessori Method

• How children learn and why traditional education falls short

• Children come into the world with basic operating systems & learn by being in an environment

Montessori method emphasizes learning from the point of contact

• Why not many families in Africa have family offices

[30:50 - 40:29] Closing Segment

• Growth has become a big issue on the continent

There’s a need for more funding for services, goods, and development

• Businesses are concerned about getting the right funding and investing in the right jurisdictions

Want to connect with Tsitsi? Follow her on LinkedIn, Twitter, and Instagram. Head to her website and discover more about building multigenerational family wealth!

Resources Mentioned:

Enterprising Families Podcast

Key Quotes:

“The conversation around death is most feared when they are issues that people don’t feel they want to resolve.” - Tsitsi Mutendi

“The Montessori method is just basically making you aware that the child is learning from the point of contact, and you have to be mindful of what you put in front of the child.” - Tsitsi Mutendi

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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 questions often get overlooked

[03:32 - 04:34] The Overlooked Question in Real Estate Deals

• Why investors should ask about the tech stack of the company

How Brian's firm leverages technology and impacts investors' experience

• The real magic is in asking unique questions that nobody else does

• How to open up investors' eyes to other areas they should investigate when looking at a deal

[04:35 - 06:49] Top Alternative Investments

• Tech platforms for communication, reporting, and transparency

Juniper Square & HubSpot

• Reviewing offering materials, tracking investments, and updating financial information

[06:50 - 10:50] Closing Segment

• How to offer value-add components beyond just investments

• CRM is crucial for connecting investors with opportunities

• Text notifications provide a unique and effective way to communicate with investors

Key Quotes:

"The real magic is in asking the questions that people don't often ask." - Brian Adams

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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. He touches on the hazards of investing in private equity real estate and how important it is to know who you're dealing with. Adam discusses how institutional investors are becoming more interested in crowdfunding as they realize that the money comes from the same people. 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

• Small businesses can advertise to sell shares in their company

• Real estate crowdfunding is a new industry

Combining commercial real estate finance and digital marketing

[08:30 - 16:37] The Emergence of Real Estate Crowdfunding

• Crowdfunding and online syndication have emerged as dominant forces in finance

Scale-wise, crowdfunding has been a revolutionary change in the industry

• Marketplaces and individual sponsors are the two significant shifts that emerged from the Jobs Act

• Realty Shares was a successful platform but failed due to venture capital restrictions

[16:38 - 24:48] Broadening Standards and Increasing Visibility

• Accredited investor requirements have recently been broadened

• Private equity real estate investment opportunities are growing and becoming more visible online

• Large institutions are investing in private equity real estate through different channels

How crowdfunding platforms are drawing their attention

[24:49 - 32:40] The Crowdfunding Opportunities

• How crowdfunding is becoming more intriguing to institutions

Pension funds and insurance companies

• Dealing with hundreds of individual investors is not as tricky as sponsors may think

• What sponsors are concerned about

[32:41 - 37:22] Closing Segment

• Adam breaks down the best practices for marketing

• The importance of creating as much content as possible

Video interviews with sponsors to showcase their unique value proposition

Want to connect with Adam? Follow him on LinkedIn. Visit GowerCrowd to raise capital from high-network investors!

Key Quotes:

"You gotta know who you're dealing with when you make an investment." - Adam Gower

"What drives everything is content. And when I say content, what I mean is essentially the digitization of your entire story." - Adam Gower

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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 of the most renowned publications in the wealth management industry

The World Wealth Report by Capgemini

• Embrace market dynamics, build data-driven digital platforms, and engage with clients

[07:46 - 14:51] Wealth Management Industry Experiences

• Wealth management industry is undergoing significant shifts

• Emotional connection with clients is essential for the industry

• How family offices are gaining popularity due to their personalized offerings

• Why building relationships in wealth management is a complex process

[14:52 - 22:09] Embracing Digital to Personalize Client Experience

• The new edge players disrupting the wealth management market

Advantages of starting fresh and having the right technology and mindset

• The misconception that millennials only want digital advice

• Why wealth management firms need to have digital capabilities

[22:10 - 29:41] Democratizing Assets for Lower Wealth Bands

• Large Wall Street firms are going downstream to capture the affluent mass segment

• Successful firms are leveraging technology and digital transformation to cater to this segment

• Challenges include profitability, legacy technology systems, and building digital capabilities.

[29:42 - 36:11] Wrapping Up!

• Private equity is impacting the wealth management ecosystem

Democratizing assets and offering alternative investments

Want to connect with Chirag? Follow him on LinkedIn and Twitter to learn more about financial services (FS), professional services, and the FinTech industry!

Key Quotes:

"Wealth management firms need to have advantage digital capabilities within their kit to be able to deliver the balance and the scale that they have to provide." - Chirag Thakral

"While the wealth management industry still remains a relationship-intensive business, digital is a must." - Chirag Thakral

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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 rights to elevate women and girls everywhere.

[00:01 - 07:42] Opening Segment

• Rena introduces Maverick Collective

A community of women philanthropists making catalytic investments in health and reproductive rights
Women ranging in age from early twenties to early eighties

• Adolescent sexual and reproductive health, access to contraception, HIV prevention, and more

[07:43 - 15:16] The Progressive and Nimble Form of Philanthropy

• How Maverick Collective epitomizes progressive and sophisticated philanthropy

Individual philanthropy is small but can be mighty and catalytic

• Maverick members prioritize the lived experience and decision-making of the communities they support

• Access to high-quality healthcare at an affordable cost is essential for gender equity

[15:17 - 22:41] An Approach to Global Health & Experiential Philanthropy

• Health equity is necessary for gender equity

• PSI is locally led and globally connected with deep programming in countries and communities

• Experiential philanthropy blends hands-on learning with real-dollar grant-making to accelerate change

What impact investing involves, and what it means

[22:42 - 30:16] Investment Strategies for Impact

• Philanthropic investments should not harm the world

Impact investments support projects and organizations that help the planet and people

• Measuring impact is essential, especially for systems change and catalytic impact

• Real systemic change is hard to measure directly and takes generations of effort

[30:17 - 39:43] Closing Segment

• Advocacy and movement building needed for high-quality healthcare

• Maverick Collective provides flexible funding for advocacy and capacity building

Want to connect with Rena? Follow her on LinkedIn. Head to Maverick Collective, a community of bold philanthropists advancing health and gender equity!

Key Quotes:

"There's no other form of giving that is as nimble, that has the ability to be creative, to fund ingenuity, to fund at the cutting edge than individual philanthropy.” - Rena Greifinger

“We are just not going ever to achieve gender equity if women and girls do not have access to the healthcare that they need and desire.” - Rena Greifinger

“Your curiosity is your capital just as much as your money." - Rena Greifinger

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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 entrepreneurship

Moving from Taiwan to the US at a younger age
15 years of experience in real estate development, Motorsport experience, and tourism

• How Ray started selling energy drinks door to door before founding Motorsport Lab

[06:51 - 13:45] Managing Multiple Businesses

• How Ray developed a community on trips to share ideas, and business deals

• The growth of F1 and its association with lifestyle, culture, and community

• Balancing out the Asian American Community

[13:46 - 20:47] Exploring the Opportunities of Real Estate Investment

• Discovering the opportunities for real estate investing in Portland

Building units in Portland to create more housing stock

• Building Asian American community through venture Angel investing

• Experiences with successes and failures

[20:48 - 27:25] Navigating the Angel Investing Space

• Investing in people rather than companies

• Ray’s experience investing in a variety of industries

Real estate, cannabis, fashion, consumer tech, retail, and more

• The power of helping entrepreneurs and investing in them

[27:26 - 34:55] Closing Segment

• Factors that can lead to the success or failure of a company

• How to combine your passions and businesses

• Learns from other industries to bring ideas back and work smarter

Want to connect with Ray? Follow him on LinkedIn, or email him at iamraychang@gmail.com

Key Quotes:

“My job as an entrepreneur is to really understand more and do the best I can to create a cognitive and customized experience to help the entrepreneurs grow.” - Ray Chang

“You gotta make a decision, it may not be the right decision, but you eventually want to make it right.” - Ray Chang

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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 between mental health professionals and financial planners

• Helping people move up and down the spectrum of mental health and financial planning

• What you know is more important than the letters after your name

[07:07 - 14:17] Financial Therapy: The Next Wave of Financial Planning

• How clients have higher expectations of advisors

• Robo-advising is leading to the evolution of financial planning

• Covid and social media have made people more open about their mental & financial health

• How meeting with a planner increases marital satisfaction

[14:18 - 21:25] The Financial Therapy Association

• Boundaries around emerging adulthood financial support is a common problem

• Financial infidelity is a major issue & it can lead to power imbalances in relationships

• Pooling resources can help reduce wasteful spending and increase financial well-being

• Financial anxiety is rising due to market uncertainty and ambiguity

[21:26 - 28:32] Navigating the Transition Between Baby Boomers and Millennials

• Go all the way to the worst outcome and see what can help deal with stressors

• Recognizing where shame associated with money comes from is important

• Why coaching clients through a transition between baby boomers and millennials is vital

[28:33 - 37:18] Closing Segment

• How to explore financial anxiety and build trust in financial planning clients

• It's normal not to know everything about money at once

• Millennials should create a safe space for their children to talk about money

Want to connect with Megan? Follow her on LinkedIn and follow her work!

Key Quotes:

"Financial therapy is how we foster trust and commitment in our clients, how we help them actually discover and then meet their needs." - Megan Mccoy

"The more invested you are in financial therapy, the more time is spent actually being quiet and listening." - Megan Mccoy

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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 meaningful connections between people producing excellent business results.

[00:01 - 07:17] Opening Segment

• Trust is built in a business setting in the same way as personal relationships

• How to manage the anxiety caused by the pace of technological change

•Awareness & sensitivity to how people adapt

• Why leaders must create a culture that allows for experimentation and failure

[07:18 - 14:23] Bridging the Generational Gap

• How to manage generational gaps and diversity of worldviews

• How to attract and retain top-tier talent in family offices

• Leadership style has changed with the younger generations

• Work now requires purpose, community, coaching, training, and mentoring

[14:24 - 21:40] The Key to Establishing a Successful Culture

• Organizational alignment is vital for success

• Psychological safety and trust are crucial for effective communication

• Setting clear expectations and understanding the goals of each generation are key

• Overcommunication is necessary to ensure alignment with goals

[21:41 - 28:39] Navigating the Challenges of Uncertainty

• Holding people accountable when they don't follow the established culture is critical

• The concept of unlearning and relearning

• How giving feedback is an art and science

• Uncertainty is the biggest challenge for clients right now

[28:40 - 33:02] Closing Segment

• The older generations' and younger generations' mindset

• Why Corporate America has not changed

• What brings Sabrina peace of mind

Want to connect with Sabrina? Follow her on LinkedIn. Visit CGC Group to explore world-class solutions!

Key Quotes:

"I want people who want to work like owners and not employees because the employee mindset will not lead to any growth." - Sabrina Sidl

"If you want to produce anything great and want to make a dent in society and an impact, that's not a nine-to-five job." - Sabrina Sidl

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How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jacob, 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 excellent opportunity to start a side project

• The genesis of the book

• The GameStop stock surge

• The initial headlines about the GameStop surge

[13:41 - 20:37] Exploring the 'Meme Stock' Phenomenon

• The story about meme stocks

• Meme stocks went way beyond their fundamental value

• Examining the meme stock squeeze

• Short selling is a legitimate practice where people bet against stocks without owning them

[20:38 - 27:44] Wall Street: Not a Casino, But a Place to Build Wealth

• Young Reddit traders made money, but they were net contributors to already rich people

• Wall Street is mainly made up of intermediaries who are not taking risks with their own money

• Wall Street is not a casino, but it can be marketed as one

• The correlation between the level of activity and returns

[27:45 - 35:01] The Revolution That Wasn't

• Trading used to be expensive, but technological change has democratized finance

• The "zero price effect."

• People consume more of something when it is free

• The pandemic caused record volatility in the stock market, leading to an increase in trading activity

[35:02 - 42:16] The Missed Opportunity

• From the bear market low to one year after, 96% of American stocks rose

• Stocks that were popular in Robinhood did better than more established stocks

• The credibility of older, wiser investors vs. the success of younger, social media-savvy investors

• The gamification of investing

[42:17 - 52:20] Closing Segment

• How to beat Wall Street and participate without playing the game

• Technology has lowered the cost of investing, allowing for more market participants

• Wall Street can be a place to build wealth over the decades with the right approach.

Want to connect with Spencer? Head to his website to learn more about his work!

Key Quotes:

"What's money for, if not to give you the freedom to do something you really wanna do." - Spencer Jakab

"If it's free, it means you are the product." - Brian Adams

“The most successful individual investors tend to be those who sit back and let things develop.” - Spencer Jakab

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The Revolution That Wasn't: GameStop, Reddit, and the Fleecing of Small Investors

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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, retail, manufacturing, commercial office, multi-family, power generation, and dealerships.

[00:01 - 08:32] Opening Segment

• John Hanning introduces Specialty Tax Group

• The power of depreciation and cost segregation analysis

• Cost segregation accelerates allowable tax deductions for the client

• Bonus depreciation steps down by 20% each year from 2023-2026

[08:33 - 16:20] Is Cost Segregation Worth the Risk?

• Exploring the benefits and risks of cost segregation studies

• People should continue to do cost segregation studies despite the reduction in benefits

• The best practice for timing

• Engage with a firm to begin the study on the day of acquisition or at the onset of construction

[16:21 - 24:14] Innovative Tax Planning Strategies

• Cost segregation studies are not bulletproof, but they follow an audit techniques guide

• When cost segregation studies may not make sense

• The allocations between real and personal property

• It should be determined by an independent appraisal or auditor's website

[24:15 - 32:05] Closing Segment

• Cost segregation studies can create additional deductions to offset income

• The cost of a cost segregation study

Want to connect with John? Follow him on LinkedIn. Visit Specialty Tax Group, and discover innovative tax planning strategies to secure tax credits and deductions!

Key Quotes:

"We don't create any additional deductions. We just front load the deductions allowable to the client through cost segregation." - John Hanning

“You can put anything you want on a tax return; you just have to be able to support it.” - John Hanning

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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 blind spots, collect, organize and communicate information to family members and advisors, and to provide a more holistic succession of information.

[00:01 - 06:56] Opening Segment

• How Josh reorganized his family's activities under the umbrella of a single-family office

• Introducing Leaf Planner

• A platform designed to replicate the family's "owner's manual"

• Holistic wealth management goes beyond just finding an investment manager

[06:57 - 13:36] Creating an Owner's Manual for Your Family

• The challenge is not so much finding the right people

• The idea of an owner's manual

• Identifying gaps in planning, and educating the next generation

• Excel sheets and Dropbox folders are not enough to truly integrate family wealth information

[13:37 - 20:24] Balance Sheets, Alternatives, and More!

• Checklists are used to ask families deliberate questions about their wealth

• The importance of having a comprehensive roadmap of hard data and financial data

• Why the head of household should know how to access cell phones and computer

[20:25 - 26:54] Prioritize Your Work in the World

•Think about what your family would need to know if you could never talk to them again

• Know the right questions to ask and who to bring in for help

• The owner's manual helps with the succession of information and transfer of knowledge

[26:55 - 35:38] Closing Segment

• How technology is transforming succession planning

• The value of Information

Want to connect with Josh? Follow him on LinkedIn. Check out his website to detail your family's future!

Resources Mentioned:

Leaf Planner

Key Quotes:

“So the whole technology evolution has really helped families in meaningful ways.” - Josh Kanter

“Life is complicated and the older we all get, the more complicated things seem to get.” - Josh Kanter

Download our FREE guide here: https://www.excelsiorgp.com/guide/

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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

• How to build a high-performing family office

• Metrics for a high-performing family office

• The recent trend of proliferation of single-family offices and multi-family offices

• Wealth creation is driven by technology and innovation

[06:22 - 12:58] Finding the Right Talent for Your Family Office

• Best practices for compensation, hiring, and firing

• The importance of having a clear understanding of their purpose and mission

• Why the qualitative emotional relationship is a chore characteristic

• Family offices are now hiring Chief Learning Officers

[12:59 - 19:31] Uncovering the Challenges of Family Offices

• How to thrive across generations

• Having the right team around you is essential for first-generation wealth creators

• Self-awareness is an important skill for successful family offices.

• The biggest challenge facing family offices today

[19:32 - 25:55] Challenges and Opportunities for Family Offices

• Family offices require a different approach than traditional high-net-worth clients

• Leadership transition can be difficult for families who haven't done the work early on

• Generational wealth transfer is occurring now and can be challenging for families

• Communication is critical in successful generational transitions

[25:56 - 31:14] Closing Segment

• Philanthropy and investing are becoming increasingly blurred

• How families deploy capital

Want to connect with Robert? Head to Endowment Assurance to build, grow and preserve wealth!

Key Quotes:

“The people who are working on the issues of today are not necessarily the right people to be working on the issues of tomorrow.” - Robert Daugherty

"Successful family offices require a temperament that is not prone to action."- Robert Daugherty

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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 Highlights:

[00:01 - 07:29] Opening Segment

• Essential tips for having conversations with your parents about their finances

• Don't bring up the topic of money during a holiday meal

• Start the conversation naturally

• Go into the conversation out of love and respect for your parents

[07:30 - 14:25] A Checklist for Emergency Planning

• Why all adults should have estate planning documents to ensure their wishes are known

• What estate planning documents include

• Understanding debt, investments, insurance policies, and long-term care plans

• How conversations about money should be done over time

[14:26 - 22:09] Planning for Long-Term Care

• The importance of introducing children to the concept of money

• Talk openly with children about estate planning, retirement savings, and guardianship

• Scam incidents and dollar amount lost keep increasing year after year

• Why parents should plan for long-term care

[22:10 - 29:09] Advice for the Sandwich Generation

• Parents may not be able to provide care for their elderly parents

• Caregiving can be a full-time job and require round-the-clock care

• Long-term care insurance can help cover the cost of care

• Early communication and planning are essential to have more options available

[29:10 - 36:09] Closing Segment

• The benefits that assisted living facilities provide

• What brings Cameron peace of mind

Want to connect with Cameron? Follow her on LinkedIn, and Instagram. Visit her website to learn how to have conversations with your parents about their finances!

Resources Mentioned:

Mon and Dad, We Need to Talk

Carefull

Key Quotes:

“You have to make your own finances a priority.” - Cameron Huddleston

"If you want your wishes known, they have to be in writing." - Cameron Huddleston

Download our free guide here: https://www.excelsiorgp.com/guide/

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Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances

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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 investment management at lower fees than traditional financial advisors

The difference between traditional advisors vs Robo-advisors

• The customization options available within the Robo-advisory field

• How Robo-advisors provide well-diversified portfolios with low fee drag

[14:54 - 22:31] Robo-Advisors for Wealthy Investors

• Barbara breaks down some of the best Robo-advisors

• Robo-advisors are highly regulated and insured

Investments are fairly safe

• A look at the latest developments in investment technology

[22:32 - 30:06] Exploring the Benefits of Robo-Advisors

• How Robo-advisors create an investment portfolio with the greatest returns for a specific risk level

• Different Robo-advisors use different asset classes

• Robo-advisors base their assumptions on how truthful you are on the input

How they provide better access and education to people

[30:07 - 33:23] Closign Segment

• Get financial security and balance

• Focus on balance in life, not just money

Want to connect with Barbara? Follow her on LinkedIn and Twitter. Head to Robo-Advisor Pros, a comprehensive + trusted resource for the latest robo and technology-enhanced investing platforms!

Resources Mentioned:

Barbara Friedberg Personal Finance

Key Quotes:

“Nobody knows the future, but you can feel comfortable investing with a robot advisor that you're getting as much protection as you would with most other brokerage companies or with your bank.” - Barbara Friedberg

“Wealth can give you a certain amount of financial security, but it won't solve your problems.” - Barbara Friedberg

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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, etc.

[12:17 - 18:40] Take the Next Step in Investing

• Hired a marketing person and controller for the best investor experience

• How Brian mapped out the entire investor journey step by step

His first real estate deal - a small office building

[18:41 - 23:53] Closing Segment

• Find peace in your daily routine

• How routine helps stay present and focused

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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 people and make the most of their expertise

• Think about your biggest weakness and find a board member to fill that gap

• The difference between a Board of Directors and a Board of Advisors

• Find time for what is important in your life

[14:42 - 22:11] How to Onboard Board Members for Maximum Insight

• Push yourself with someone who compliments weaknesses

• Make sure to have a solid onboarding procedure

• Focus on high-level strategy

• Why a board packet of reading should be sent ahead of time

[22:12 - 29:34] Understanding the Challenges of Shifting Mindset

• How term limits and annual evaluations can be used to assess board performance

• Mindset shift is necessary for business leaders to admit they don't know everything

• Gen 1 entrepreneurs often have difficulty asking for help

• How joining YPO and other networking opportunities can help you improve your business

[29:35 - 39:04] Closing Segment

• Ask around, look for surveys, and find comparable companies

• Determine what is common in terms of board structure

• Take advantage of the valuable resources that board members bring

Want to connect with Chris? Follow him on LinkedIn, and Twitter. Head to his website, and lay out a winning strategy for your company!

Key Quotes:

“The people that take the time to learn more challenge themselves, push their thinking, expand their horizons are the ones at the end of the day who end up actually being more productive.” - Chris Yount

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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 owners to reinvest proceeds from the sale within 2 years
1031 exchanges require a 45-day identification period and 180 day exchange period
Why qualified intermediaries are involved in 1031 exchanges, but not in 1033 exchanges

[12:58 - 19:30] Navigating the Complexities of 1031 and 1033 Exchanges

Under 1031, the replacement property must be like the relinquished property
Under 1033, there is a similar or related in-use standard that is broader than 1031
How people are fatigued after going through the condemnation process

[19:31 - 25:30] Leveraging Exchange Proceeds for Investment

Often there are multiple family members involved in 1031/1033 exchanges
Tech platform allows people to scour the whole market for net lease assets
People want something less hands-on and less cumbersome than their previous investment profile

[25:31 - 32:07] Exploring 1031 and 1033 Exchanges

What's allowable, not allowable, and what ownership structures
Prepaid construction services and materials are not considered real property
How ownership structures can be divided tax-free with partnerships

[32:08 - 39:39] Closing Segment

Distributions of property from S corporations or C corporations will trigger gain recognition
Get expert advice on complex tax issues
It’s important to have communication between all parties involved in the transaction

Want to connect with Brad? Head to his website to learn more about complex property transactions and business restructurings!

Want to connect with Camille? Follow her on LinkedIn.

Key Quotes:

“I definitely encourage you if you are basing a 1033 or 1031 frankly, you won't find any better people than Brad or Camille in the business or industry.” - Brian Adams

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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 brand strategy
Focusing on both external and internal audiences
Businesses and business leaders need to become content creators
The wealth transfer and leadership transition from Gen X to millennials
How to create a website that goes beyond a digital catalog

[11:46 - 24:14] Understanding Digital Strategies to Drive Outcomes

How to leverage technology, branding, and marketing for success
Focus on creating digital experiences for end users
Modes of building relationships have changed
Questions to ask when vetting a digital vendor/partner
Leveraging family businesses' stories into the digital atmosphere

[24:15 - 34:27] Closing Segment

Best practices for auditing, iterating, and AB testing digital experiences
Consumers don't want choice, they want confidence in making the right choice
Removing unnecessary activity or hops from the customer journey is key

Want to connect with Travis? Email him at tcoley@whitepenny.com, or follow him on LinkedIn!

Resources Mentioned:

The War on Clunk

Key Quotes:

“You have to work just as hard now, and be just as effective at branding yourself internally to continue to retain your best talent.” - Travis Coley

“Branding is really about creating a differentiating position in the marketplace.” - Travis Coley

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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 manifestation concept
Why Justin & Mark’s goal is to change the way things are done
What the process is the shortcut means
The more shortcuts, the better outcomes

[33:36 - 43:00] Closing Segment

The 2 Japanese concepts of entrepreneurship & growth
High achievers don't like mediocre people
A daily practice that brings Justin & Mark peace in their life

Connect with Justin on LinkedIn. Head to BrEpic to access exclusive resources!

Key Quotes:

“We only partner with visionaries who live in abundance and who look at things as investments, not costs.” - Justin Breen

“The right mindset attracts the right network and creates the right opportunities.” - Justin Breen

“It's not only being present but appreciation for the uniqueness of the moment.” - Mark Fujiwara

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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 - 13:18] Closing Segment

Declining fertility rates are hard to reverse
To maintain quality of life, GDP per capita needs to move forward

Key Quotes:

“We need to continue to move forward in order to drive economic growth.” - Brian Adams

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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 stronger foundation and achieve greater outcomes and happiness.

[00:01 - 14:22] Boomer Generation Challenges: Connectivity, Relationships, and Peace of Mind

Peace of mind and relationships are what patriarchs and matriarchs look for at the end of the day
Happiness comes from a sense of connection, contribution, and personal growth
Coachability as a critical success factor in life, business, family, and career
Biggest challenges facing boomers: peace of mind, relationships (with their children), certainty, significance

[14:23 - 28:13] Navigating the Wealth Transfer: Exploring the Impact of Boomers, Gen Xers, Millennials, and Gen Zs

Jason's invention of ThreeEQ (“3EQ” - pragmatic emotional, social, and leadership intelligence)
Various Gen Xers rose to be pragmatic captains of their companies and industries and don't see much attention
The negative stereotypes associated with millennials in the media
Soft skills are foundationally more important than hard skills over the long haul
High anxiety and stress caused by addictive digital distractions are a challenge for current high school and college students

[28:14 - 36:46] Gaining Leadership in the Next Generation: Advice from 20,000+ Hours of Successful Coaching and Research

High-quality preparation with top-notch guidance is key to success in elite college admissions and beyond
College planning, application, and admissions should be thought of as part of a long-term plan, not just a four-year process
Advice for engendering leadership: develop strong personal operating systems and employable skills, and coach and groom children with third-party top-notch mentorship early on for greater life-cycle impact and benefits

[36:47 - 42:37] Closing Segment

Quotes:

“Build a stronger (mindset, skill set, and directional) foundation. It's gonna set the stage for you to raise your happiness and rise up (in career and business) faster than most people.” - Jason Ma

“What's between stimuli and response is a space. The space is where you could (hone and act from your mindset, skills, strategies, vision, and) get greater outcomes, peace, and joy.” - Jason Ma

"Don't just see the trees in front of you. See the (complex, consequential) forest for (beyond) the trees.” - Jason Ma

Connect with Jason by visiting www.ThreeEQ.com.

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 identity amongst African families

[25:46 - 37:54] African Family Offices

The things that keep Nike’s clients up at night
Transitioning to non-family member operators for the first time
Horses for courses in families
The biggest misunderstanding that people have about African family companies
The Nelson Mandela University

[37:55 - 39:41] Closing Segment

Connect with Nike by visiting www.NikeAnani.com.

Listen to episode #66 here.

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 forte she is forging her path in the philanthropic space.

[00:01 - 06:42] Opening Segment

Celine Fitzgerald is a NextGen leader and G3 in a long line of successful bankers
At the time, her father and his four siblings all went their own way, without setting up a multi-family office
Celine plans to have a different conversation with her children about money than her father had with her

[07:17 - 13:47] Navigating the Family Office World: Lessons Learned by a Millennial

Understood the value of a dollar and responsible tools to handle wealth
How Celine learned about trust, lawyers, and navigating assets
How Celine learned about succession planning, governance, next-gen education, financial literacy
Connecting with peers is key to success in the family office world

[13:48 - 32:03] Navigating Pre-Nuptial Agreements and Financial Discussions with a Millennial: A Journey of Learning and Growth

Start education earlier and use the right words when discussing family assets
Choke points have been understanding roles and building reporting
Philanthropy is a pillar of the single-family office, which dad is letting daughter manage
Working on migrating to a multi-family office to pass the "hit by the bus test"
Women are sometimes assumed to be less intelligent in meetings
Conversations about philanthropy

[32:03 - 33:15] Closing Segment

Connect with Celine through the links below

Connect with Celine:

LinkedIn: https://www.linkedin.com/in/celine-fitzgerald-3603a18/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 explores Paul's experience of reconnecting with old friends due to the Covid-19 lockdown, creating an intentional community for friendship, especially in the later stages of life and his evening ritual for winding down from the day. He encourages listeners to check out The Company of Dads to learn more about fatherhood questions and connect with other fathers globally. Tune into this episode to hear from Paul Sullivan on all things money secrets of the super-wealthy!

[00:01 - 11:12] Paul Sullivan: From New York Times Columnist to Author of "The Thin Green Line"

Paul’s book "The Thin Green Line" is about the money secrets of the super wealthy
Paul's work was more anthropological than personal finance
The framework of the book is based on the four things you can do with money
How Covid led to the creation of the Company of Dads

[11:13 - 23:36] Navigating the Challenges of Fatherhood in the Covid Era

The Company of Dads is a multi-pronged approach to normalize the lead dad experience
It includes media content, a podcast, a newsletter, a private community, etc.
Loneliness is a real problem for 45-55-year-old men
The long-term vision for the organization is to be the go-to site for all fatherhood questions
Company of Dads has an overarching community with a franchise model for different communities and towns

[23:36 - 32:48] Exploring the Changing Role of Fatherhood

40 to 45 million men in America are either full-time at-home dads or have wives who outearn them
Men are carving out a space for themselves to explore and be open and vulnerable with their feelings
Men look for entry points into conversations, like golf, to connect with others

[32:49 - 35:26] Closing Segment

Quotes:

"Most personal finance books are like diets. They tell you what not to do and you can sustain it through January and February and then by March you're back you know binge eating chocolate rice Krispies at midnight." - Paul Sullivan

“It is really hard to get the capital. Once you've succeeded and that business is humming along, any bank will lend you.“ - Paul Sullivan

Connect with Paul by visiting www.TheCompanyOfDads.com, or email him at paul@thecompanyofdads.com.

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 besides fees and compensation, which are not covered in current regulations
There is a lack of understanding of the concept of fiduciary from front to back in Washington DC.

[17:56 - 23:02] Uncovering Best Practices in Financial Services: Exploring Behavioral Governance and Behavioral Finance

The SEC could take 1% of their enforcement budget to market for training
Looking for an authentic leader and steward with a command presence
Complexity is an inhibitor to trust, so avoid industry jargon and legalese when talking to clients
Behavioral governance is a new framework that uses plain English and is universal
Behavioral finance evolved from behavioral governance research

[23:03 - 35:15] Investigating the Leadership Behaviors Behind the Success

The Coast Guard was the only government agency to respond effectively to Hurricane Katrina
Congress held hearings to investigate why the Coast Guard got it right and everyone else failed
Don Trone started 3ethos, which integrates leadership, stewardship, and governance
The three areas to focus on: creating a master's degree with a concentration in fiduciary studies, developing protocols or training programs for lay fiduciaries, and board certifying fiduciaries by specialty

[35:16 - 38:25] Closing Segment

Quotes:

“When we can improve pension plan outcomes, when we can improve the management of foundation and endowment assets, we're actually in a position to improve the lives of others.” - Don Trone

“If you're interviewing somebody as a potential advisor or consultant, view them as a leader and steward in your life.” - Don Trone

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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
Intentionality is key when creating a family office
Family offices should have a multi-generational time horizon

[30:14 - 37:29] Navigating Conflict and Market Volatility: How Family Businesses Can Thrive During Difficult Times

The notion that wealth dissipates quickly over generations is unsupported by evidence
Most businesses do not last for 100 years, regardless of family involvement
Conflict can be both destructive and constructive; it is important to find a balance between the two
Family businesses tend to have more conservative balance sheets

[37:30 - 38:56] Closing Segment

Quotes:

"Family businesses are never neutral. They're either really good or really bad." - Josh Baron

“Success is the result of doing the right thing year in, year out, not from cutting any corners.” - Josh Baron

Connect with Josh:

https://www.linkedin.com/in/joshbaron/

https://banyan.global/

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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
Germany made a risky bet on cheap energy from Russia and consumer demand from China
The location of manufacturing will shift due to deindustrialization, de-globalization, depopulation, and decoupling
Real estate, industrial infrastructure, and transportation infrastructure in place to nearshore/restore a large portion of manufacturing back to the US

[07:16 - 07:55] Closing Segment

Quotes:

"Deindustrialization is neither good nor bad. It's just this concept that we have to understand a little bit better." - Brian Adams

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 institutional peers
families should be skeptical before investing and make sure they are comfortable with their investments

[08:18 - 20:55] Exploring the Benefits of Fixed Income Allocations

September 2022 saw 5 trillion of capital infused into the economy
The S&P was trading at a 6% earnings yield, minimum expected return going forward
High-grade municipal bonds were trading at 6% in 2000
There is no way to dampen short-term volatility with long-term bonds

[20:56 - 23:59] "The Dangers of Relying on Headlines: How to Avoid the Mistakes of 2000"

Bonds provide a fixed rate of return and fixed price at maturity
Investors need to brace for a possible recession
Equity returns are a function of accumulated profits over 20 years
Investing slowly and diligently is key in times of uncertainty
Volatility does not equate to capital loss if held to the duration
Headlines often predict market tops and bottoms from a contrarian standpoint

[23:59 - 38:40] How to Allocate Assets for Maximum Protection

Investors should look at the burden in hand (bonds) versus a two in the bush (riskier investments)
Active management is key to ensuring all components of a portfolio are accounted for
Planning for families should not be based on rosy assumptions and should err on the side of caution

[38:41 - 40:26] Closing Segment

Quotes:

“For long-term bonds or any equity or risk-based asset, there is no way to dampen short-term volatility. ” - Niall Gannon

“You have to look at the companies that you buy and recognize. You have duration risk with them too. ” - Niall Gannon

“It's not 2000, right? We're not 30x earnings. It's not 1929 with the taxi drivers leveraged in their brokerage accounts.” - Niall Gannon

Connect with Niall through LinkedIn, or visit www.NiallGannon.com.

Niall's book: https://www.amazon.com/Investing-Strategies-High-Net-Worth-Investor/dp/0071628207

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 journey, not just about trust and estate or entity taxation
Look for credible sources such as authors, presenters, or certification programs

[25:05 - 33:58] Examining the Positive Trends in Family Enterprises and Leadership Development

Bringing in a third-party vendor to audit the family system can provide valuable insight
Mental health issues are becoming destigmatized, leading to more focus on wellbeing
Leadership development, talent training, and advisor development are key areas of focus
Optimism is the set point when it comes to the direction of families and enterprises

[33:59 - 35:25] Closing Segment

Quotes:

“ It's also not difficult to find out what is credible out there. There's a lot of stuff out there in any discipline that you can imagine.” - Jeff Strese

“Sometimes we need to go through hard things to come through the other side more empathic, more enlightened, and more inclusive.” - Jeff Strese

Connect with Jeff

LinkedIn: https://www.linkedin.com/in/jeff-strese-8622b36/

Website: https://jeffstrese.com/

Connect with me onLinkedIn!

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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 yourself, find a co-founder, go to an accelerator program
Startups outside of Silicon Valley were struggling to figure out how to raise funding and make the next
Southern California has great support for life sciences, social space, e-commerce direct-to-consumer brands, and entertainment

[29:32 - 40:04] VC Sentiment in Tech Investing

Valuations for tech startups have been drastically rising in the past few years
Private markets lag 6-9 months behind public markets in terms of valuation resetting
Good startups are still raising money from existing portfolios, but at lower valuations than a year ago.

[40:05 - 41:35] Closing Segment

Quote/s:

“You can be anywhere and apply to anybody. If you’re good, you’ll get funded.” - David Mandel

Connect with David:

Email: dmandel@emerging.vc

Website: https://emerging.vc/

LinkedIn: https://www.linkedin.com/in/david-mandel-/?trk=public_profile_browsemap

Connect with me onLinkedIn!

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whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

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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 environment, such as using trend-following methods. Tune in now to gain valuable insight into how technology is revolutionizing financial advising!

[00:07 - 13:42] The Wealth Management Industry

Technology has enabled financial advisors to provide more services to their clients
Helios provides a white-labeled back office solution for advisors to focus on where they excel
Helios uses the term "insourced CIO" which is different from an outsourced CIO
Advisors need to pay attention to data points and give clients simple, cogent information

[13:43 - 22:34] Being Relevant in an Ever-Changing Industry

Loosened barriers to spinning out with service providers and partners
Generational change and wealth transfer from baby boomers to millennials/Gen Z
Academic trends following research can guide risk positioning
Alternatives to the market such as fixed income, direct real estate, private credit, etc. becoming more attractive

[22:35 - 31:35] Leveraging Technology to Democratize Investment Management

Democratization of investment management has made it easier for financial advisors to access different platforms
Financial advisors should increase communication and transparency with clients during times of uncertainty
Clients should be segmented and given personalized communications based on their preferences

[31:36 - 33:42] Closing Segment

Quote/s:

"But I think with technology as an enablement, if you do that smartly and intelligently that will help the advisor and the shop that's done their homework lead to better outcomes." - Jason Van Theil

Connect with Jason:

Email: jason.vanthiel@heliosdriven.com

LinkedIn: https://www.linkedin.com/in/jasonvanthiel/

Connect with me onLinkedIn!

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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 beginner mindset is a way to challenge yourself
Learning the importance of relationships and sales while traveling
It’s not about the financial rewards, but taking control of your time

[28:49 - 35:12] A Different Kind of Leadership

Billy shares the transition he has experienced from corporate to financial freedom
Deepening your relationships with your clients and setting boundaries within your business
Investing in hard assets in energy space to increase access to capital and create consistent returns

[41:39 - 46:03] Closing Segment

Bringing peace through having a daily routine

Quotes:

“When you can guide a client, are inquisitive about what their challenge is, and help them make an informed decision, that’s when you become a valuable individual.” - Billy Keels

“Those that can make the biggest impact are usually the ones that ask the questions that are basic, direct, and impactful.” - Billy Keels

Connect with Billy:

Email: billy@firstgencp.com

Website: https://www.firstgencp.com/

LinkedIn: https://www.linkedin.com/in/billykeels/

Instagram: https://www.instagram.com/billykeels/

Twitter: https://twitter.com/billykeels

YouTube: https://www.youtube.com/c/KeePonCashflow

Connect with me on LinkedIn!

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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 value within the private crypto space
Is cryptocurrency a massive Ponzi scheme?

[35:53 - 41:24] Closing Segment

The highest and lowest risk reward in this space

Quotes:

“Money is an essential part of what governments do, and we need to make sure that we have control over that.” - Henry Kim

“If gold is a store of value, Bitcoin is a story of value.” - Henry Kim

Connect with Dr. Henry:

Email: hkim@schulich.yorku.ca

Connect with me onLinkedIn!

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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 clarity in hiring

[36:40 - 39:10] Closing Segment

How running serves as Michael’s daily practice that gives him peace
See the links below to connect with Michael

Quotes:

“If your goal is to get funding from a top-tier firm, you have to have something that stands apart…it has to be a big-hairy-audacious goal.” - Michael Brandt

“First does not mean best; it doesn’t mean you own the market.” - Michael Brandt

Connect with Michael:

Email: michael@hvmn.com

LinkedIn: /in/mdbrandt/

Website: https://hvmn.com (Use code EXCELSIORCAPITAL FOR 20% off your order!)

Connect with me onLinkedIn!

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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 when it comes to the regulation of the crypto industry
The government is keen to promote the fund management industry
Incentives were originally targeted at hedge funds, PE funds, and venture funds

[19:00 - 29:31] Aligning Singapore's Migration to the State

The number of family offices in Singapore has doubled since 2019
Part of the job of a family office in Singapore is to advise patriarchs on how to set up a governance structure
There has been a lot of activity in the local family office culture during Covid, but it's still limited because people can't travel
Singapore has benefited from managing the covid pandemic relatively well, and its reputation has grown globally

[29:32 - 32:54] Closing Segment

Edmund shares about his love for traveling
Connect with Edmund on the links below

Quote/s:

"What has happened in the last 10-20 years is that the world has become more and more transparent. And in many countries even traditional tax savings are now under pressure to open up essentially and become transparent.” - Edmund Leow

Connect with Edmund

LinedIn: https://www.linkedin.com/in/edmund-leow-sc-4a8a5022a/?trk=public_profile_browsemap&originalSubdomain=sg

Email: edmund.leow@dentons.com

Connect with me:

https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 can be confusing for advisors who may not be used to working with so many different firms.

Listen in!

Key Highlights:

[00:01 - 06:16] How Registered Investment Advisors Offer Clients More Choices

Registered investment advisors (RIAs) offer clients holistic, integrated investment management services
The RIA model evolved in the 1980s and 1990s to address the growing demand for personalized service
The incentives of a RIA should be the driver of decision making

[06:17 - 18:00] RIAs Advise Clients on the Pros and Cons of Private Equity

Why there are people who approach us who are really interested in running their own transaction
Why private equity is entering the retirement account space, but clients may not be happy with the experience
Private equity owners are looking for ways to save costs and increase profits, which could disrupt funds within the industry
Clients should ask their wealth manager about their ownership structure and capitalization, as any question could be on the table during a transaction

[15:44 - 22:21] Real Estate Sponsors Remain Stable Amidst Uncertainty

There has been an increase in 1031 investors, a reduction in retirement account investment, and a decrease in purchase price from early in the year
The market is challenging and the value proposition for sponsors is harder to prove out
The Fed wants rates to increase slower but terminal value will be higher than anticipated earlier

[22:22 - 31:51] Alternative Investments: A Guide to Keeping Clients Safe in a Volatile Market

There is a lot of volatility in the stock and bond markets, which is keeping many people up at night
There is a general feeling of angst among investors in the current market conditions, with many questioning why this downturn is happening and how long it will last
All we can do is reinforce the plan that has contemplate situations like this.

[31:52 - 34:38] How to Profit from Market Volatility

There is a lot of change happening in the wealth management industry, with millennials becoming more involved in holistic planning
There is a shift from baby boomer to millennial planning, with robo advisors becoming more prevalent
There are opportunities for businesses to come in and automate parts of their planning process, bringing peace of mind to clients

[34:39 - 36:55] Closing Segment

Key Quotes:

“There's a ton of cost savings available to you at the private equity owner if you just put everybody on the same investment platform.” - Andy Sathe

“There really aren't any dumb questions when you're talking to an advisor.“ - Andy Sathe

Connect with Andy:

Linkedin:https://www.linkedin.com/in/andy-sathe

E-mail: asathe@mcfadvisors.com

Connect with me onLinkedIn!

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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 for three and a half years
Excelsior has grown exponentially in the last year, acquiring 36 million dollars in equity capital and 25 properties
How Excelsior was able to capitalize on positive investor sentiment and opportunities in the market to make acquisitions

[06:40 - 15:43] The Current Situation in a Strategic Partnership Perspective

How every acquisition they made has some sort of ten thirty one aspect
Why things will be more challenging in the lender and equity side in the market
How they tried to up their game in the podcast space

[15:44 - 22:21] Real Estate Sponsors Remain Stable Amidst Uncertainty

There has been an increase in 1031 investors, a reduction in retirement account investment, and a decrease in purchase price from early in the year
The market is challenging and the value proposition for sponsors is harder to prove out
The Fed wants rates to increase slower but terminal value will be higher than anticipated earlier

[22:22 - 31:30] 72 Million in Capital Raised in 2 Years, No Employees Have Left the Firm

The firm's successes and challenges over the past two years, including their ability to keep clients and employees happy.
The biggest challenge for the firm in 2022 is managing the influx of new assets
The market is challenging and the value proposition for sponsors is harder to prove out

[31:31 - 47:51] The Growth of the Economy

How the economy has grown dramatically, and international markets have grown even more dramatically
The United Nations, NATO, World Bank, and IMF have all functioned well in the past - but this is changing. A world where the US puts boots on the ground to do nation-building is gone
There is no political will to do this on either side of the aisle, and so investors need to recalibrate their thesis around these assumptions

[47:51 - 51:24] Closing Segment

Key Quotes:

“Some assets are gonna have challenges, right? Especially if we do go into a proper recess. But the way that we conduct ourselves, I think will be a real testament to the firm.” - Jarrod Arnold

“Communication, transparency, investor relations, reporting, the soft touch things that we do. We didn't sacrifice any of that just to get those deals done, which is a trap that I've fallen into before.“ - Jarrod Arnold

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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 multinational share of global profits
These trends are likely to continue for the foreseeable future.

[10:46 - 12:22] The Emerging Risks of a World Without the US

The Clayton political risk increases the risk for investors globally
The financial system is becoming more unstable, and military spending will increase
Developing countries will suffer the most from this trend

[12:23 - 14:30] Closing Segment

Key Quotes:

“We were the ones who were protecting these sea lanes, and we did benefit in orderly more than other folks. I'm not saying that we didn't, and it did lift a huge number of people out of poverty. - Brian C. Adams

“Nearshoring reshoring, an increase in domestic jobs is a very logical conclusion to take. And then just generally speaking, there'll be a rise in military spending as the world becomes more volatile and risky.“ - Brian C. Adams

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Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.

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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 are more expensive, and this may take a tail off the aggressive nature of multiples

[24:00 - 43:19] Characteristics of Great RIAs

The four types of investment firms are: commercial banks, trust companies, RIAs, and brokerage firms
The culture of a RIA is often that of a "militant fiduciary"
Why sales is seen as a bad word in the RIA culture, and acquiring new clients is often a condition of staying in business

[43:20 - 47:20] Closing Segment

Key Quotes:

“Debt is sometimes a means of the financing structure in some of these deals. Debt may be in fact used by the firm, not in the deal itself, but in their capital structure.” - Jamie McLaughlin

“It doesn't make any sense to have a relationship price. You really lose money on that. So pricing discipline is critical.“ - Jamie McLaughlin

Connect with Jamie:

LinkedIn: https://www.linkedin.com/in/jameshmclaughlin

Website: www.jhmclaughlin.com

Connect with me onLinkedIn!

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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.

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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 important to find common ground with ancestors in order to create a vision for the future of the family

[18:05 - 30:09] Choosing the Right Family Office Platform

Having a third party help, such as a therapist or psychologist, can be hugely helpful
The number one issue families face is succession planning
Why kids need opportunities to engage in responsibility, such as through a family council or committee

[30:10 - 31:30] Closing Segment

Key Quotes:

“The best thing you can do is prepare yourself and… Write down what the issues are and don't be afraid to write them down two or three times.” - Andy Busser

“Start with yourself and just look inward and ask yourself, what might I be doing that contributes to the conflict?“ - Andy Busser

Connect with Andy:

LinkedIn: https://www.linkedin.com/in/abusser/

Website: www.pitcairn.com

Connect with me onLinkedIn!

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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.

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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 about what you want to do
Why always remaining in your integrity is essential

[37:47 - 39:05] Closing Segment

Key Quotes:

“Where there's a transfer of wealth. There will be a surrounding of advisors.” - Amanda Falkson

“The saddest person in town can be the person who's just sold their business for a huge amount of money.“ - Amanda Falkson

Connect with Amanda:

LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=uk

Website: www.psychotherapycity.co.uk

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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.

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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 can be below the waterline
How companies use technology to give them a competitive edge
Why the infrastructure will come as the demand comes forward

[41:11 - 42:45] Closing Segment

Key Quotes:

“The majority of people are gonna find to 10 cents a mile and getting their garage and freeing up all this parking space is gonna be a trade off worth having to not own their own car. Cause they can go wherever they want, whenever they want in an automated vehicle.” - Jim Atkinson

“The real argument for sustainable energy is not government or policy dependent. it's cost driven, it's economic stream.“ - Jim Atkinson

Connect with Jim:

Twitter: @SmartETFs

Websites: gafunds.com, smartetfs.com

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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.

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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 or family an RA comes with a portfolio construction allocation

[14:57 - 45:27] The Market Price Inflation

The risks for the market and earnings due to the Fed's current stance on inflation and interest rates
How wage inflation is softening, but it will take a while for it to peak
Adam worries about the same things as other people, and tries to stay grounded by working out and reading

[45:28 - 46:03] Closing Segment

Key Quotes:

“What I've learned is every big firm has hockeys ranks full of people who memorize what everyone the Fed is doing, and they're not right or they're not wrong.” - Adam Parker

“I'm willing to believe that there's certain things, particularly the key part which I think most institutional investors have cared about for years, is governance, right? You don't want a bad governance. You want a good Ford. You want them to help people accountable. You want them to be stewards of capital.

You want them to get a higher multiple. That governance, of course, that makes sense.“ - Adam Parker

Connect with Adam:

Linkedin: https://www.linkedin.com/in/adam-parker-759542179

Website: www.trivariateresearch.com

Connect with me onLinkedIn!

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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 Self-Sufficient Water Treatment

Mainframes and PCs are the two scale difficulties with water systems, and the private sector is starting with the biggest whales
A new investment opportunity called "water on demand" enables anyone to fund water projects, earn royalties, and contribute to the major megatrend of agriculture and industry's self-sufficient water treatment
The US does poorly in recycling, ranking second to last globally for water recycling with only 20%. While Spain ranks second with 20% water recycling, and Israel recycles approximately 90% of its water

[20:48 - 34:58] Water Industry Pivoting

Why algae could be a viable replacement for fossil fuels as a source of biofuels
Why, in order to address this situation, we need a structural change in the way we handle water
How local initiatives do things that can be more cost effective and sustainable than large scale projects

[34:59 - 38:59] Closing Segment

Visitwww.originclear.com for more insights!

Key Quote:

“Let business users do their own thing, it's beneficial to them. It's beneficial to the overall environment. It results in better utilization, better social justice. The municipalities can concentrate on the more needy users because they're not trying to serve corporations. It's all around a really, really good remedy.” - Riggs Eckelberry

Connect with Riggs:

Linkedin: https://www.linkedin.com/in/riggs

Website: www.originclear.com

Facebook: https://www.facebook.com/OriginClear

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This will be the first solo episode, where we’ll go more in depth on the geopolitical macro financial trends.

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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] Developing Countries Face Massive Blowups

The US and China are trying to disentangle themselves economically in order to avoid conflict
Russia has realigned itself with China and Iran, and the US is retaliating with financial and economic penalties
How the US will see massive capital flight from these areas due to political instability and economic instability

[17:54 - 19:23] Closing Segment

Key Quotes:

“I think if you have the means to leave those countries, you will. And the US is the most logical destination for both your financial capital, and your human capital.” - Brian C. Adams

“I just don't think no matter who is in control of the White House, be it Democrat or Republican, I don't see a lot of political will to put boots on the ground and spend continued resources on these spots, without a very clear pathway out, and a benefit to the US.“ - Brian C. Adams

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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.

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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 their businesses
Providing coaching services for women who want to improve their business skills
Sherry’s daily practice - walking five miles a day and getting some sun

[39:13 - 40:06] Closing Segment

Email Sherry Deutschmann via sherry@sherrydeutschmann.com and check out her website for more information!

Key Quote:

“At the end of the five years, [we] found out that the women they [venture capital firms] had invested in had 10% greater revenue. But the women had gotten just a fraction of the money… The data shows that women are a good bit. And yet, we still aren't getting the funding. It's maddening.” - Sherry Deutschmann

Connect with Sherry Deutschmann:

Website: https://www.ourbraintrust.org

Email: sherry@sherrydeutschmann.com

Linkedin: https://www.linkedin.com/in/sherrystewartd/

Instagram: https://www.instagram.com/sherry.stewart.d/

Connect with me onLinkedIn!

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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.

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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 associated with these assets are carefully outlined

[39:31 - 41:02] Closing Segment

Email Louis O Connor via louis@strategicmetalsinvest.com and check out his website for more insights!

Key Quote:

“One thing I always say in talking about modern portfolio theory is to have diversification… Let's say, for real estate. Now, that'll be my first choice, and it is my first choice. And metals are maybe a bit further down, but for example, real estate will give you passive income, metals won’t.” - Louis O Connor

Connect with Louis O Connor:

Website: http://www.strategicmetalsinvest.com

Email: louis@strategicmetalsinvest.com

Connect with me onLinkedIn!

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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 Twitter.

Key Quote:

“I think success in venture capital comes from really seeing everything and longevity… You should be looking for those GPs who have the benefit of history, whether as an operator or an investor in this specific region, you should look for GPs who are well connected.” - Teddy Himler

Connect with Teddy Himler:

Twitter: https://twitter.com/teddyhimler

Email: teddy@antler.co

Resources Mentioned

The Power Law by Sebastian Mallaby

Shoe Dog by Phil Knight

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Shoe Dog: A Memoir by the Creator of Nike

The Power Law: Venture Capital and the Making of the New Future

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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.”

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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 larger role in determining lifespan
Dwayne explains cellular death, how it impacts aging and the dangers of unhealthy sugar intake

[13:23 - 32:08] Be Aware of Your Body and What It Needs Right Now

Taking tests, compounded specialized supplements, and consulting physicians
The importance of drinking water, eating superfoods, getting enough exercise, and quality sleep
Why you need seven hours of sleep - detoxification and regeneration

[32:09 - 38:54] Start Your Day Right - The Power of Gratitude

Dwayne’s thoughts on Eastern medicine, herbs, and meditation
Evaluating the level of toxicity in your life - the people in your circle
Starting your day with an optimistic baseline

[38:55 - 40:06] Closing Segment

Connect with Dwayne and send an email here - dwayne.clark@aegisliving.com!

Key Quotes:

“The reality is, we have to be present for our age. And if we were in gratitude about that, we're optimistic about that, it will actually add years to our life.” - Dwayne Clark

“Before you do [drink coffee], drink your water because your water will hydrate your cells. It will get rid of brain fog, and it will start your metabolism. You need to get rid of these deadly cells in your body and kind of wash them out of your body. Coffee will not do that. Water will do that.” - Dwayne Clark

Connect with Dwayne:

Email: dwayne.clark@aegisliving.com

Connect with me on LinkedIn!

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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 traumatic event Individual trauma - when something happens to one of us The building block of a thriving family is building relational health Money represents different things for different people A bad relationship with money could be a trauma response Here are concrete steps we can all take to have a healthy relationship with money: No one is exempted from having had some form of traumatic experience whether Big T Traumas or Small T Traumas It is essential for an individual to examine himself about what has shaped him and who he truly is Determine your motivation whether intrinsic or extrinsic We are responsible for our own well-being and for bringing that to the family

[15:14 - 28:32] Prejudices And Misconceptions Being an inheritor of wealth goes beyond just having more money As an inheritor, it is still possible to separate our identity from the wealth Masculine traits have been embedded into the wealth management business that some women are finding it difficult to succeed in this space Helping women be confident about themselves knowing that they have a big contribution to make means asking the system that she’s within to be more open to women’s voice

[28:33 - 36:36] Being Comfortable in Your Own Skin Transition points in an ongoing wealth situation need legal guidance from very early on in the process It's the lack of financial EQ and not the lack of financial IQ that is most likely to blow a situation up Happiness and wealth could coexist Happy inheritors have a healthy relationship with money

[36:37 - 31:24] Closing Segment Diana’s meditation practice and going on annual silent retreat help her maintain peace Connect with Diana on the links below

Connect with Diana Chamers via email at diana@dianachambers.com and visit her website https://dianachambers.com (https://dianachambers.com) to get a copy of her free PDF essay, Money Wisdom Unlocked: Understanding trauma as a key to your financial behavior

Key Quote:

“I think that if something is not going great in terms of our relationship with money, take a good look at it. Because not only can you resolve that, but you can also resolve whatever is underlying in my worldview. That would be trauma in some form or another.” - Diana Chambers

“Wealth is an external dimension of who we are, but it's not our internal interior was chosen expression of self.” - Diana Chambers

“Helping women to stay true to themselves and succeed, is I think the sort of really nuanced edge of this, it's not what we want them to succeed, we want them to succeed as themselves.” - Diana Chambers

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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 rephrase them when necessary There are unique advantages that family offices have within the direct investing space Not working within the same constraints that an institutional fund manager Human nature such as messiness could sometimes be a disadvantage such as a lack of intentionality in portfolio building

[16:02 - 33:52] How to De-risk the Disadvantages That Are Inherent within the Family Office Investing Space Understand the non-financial motivations and really talk through what you’re trying to accomplish Strategic versus Impact Investing What financial returns am I looking for from this activity Consider the deal's lifecycle and its complete trajectory in the future Have a sense of the behaviors of your co-investors

[33:53 - 36:18] Integrate Best Practices without Undermining the Disadvantages If you develop your reputation for being good at a certain area amongst your co-investors, they will seek you out Whether a family office should have an in-house resource or not is half the battle Younger generations are more interested in direct investing. Advisors must be relevant and helpful not only to the current generation but to the next and the next

[30:37 - 31:24] Closing Segment Connect with Randy Castleman on https://www.linkedin.com/in/randycastleman (LinkedIn), email him at rcastleman@srfmanagement.com, or visit www.srfmanagement.com

Key Quote: “I think, along with an intentional portfolio comes an intentional look at any given opportunity.” - Randy Castleman “It's really important to think about the lifecycle of that deal, all the way to exit what sort of further investment will be necessary.” - Randy Castleman

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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: [00:01 -06:47] What is 1031 Exchange It’s a strategy that has minimal risk If you own a property, you can sell that asset and execute an exchange into one or more replacement assets. If you do everything correctly, you are deferring your tax liability and allocating it to a new investment

.[08:50 - 12:21] How to Find a Qualified Intermediary You Can Trust Find someone who has your best interest and will show you the right way to go about things Be wary of QIs who cut corners. This might put you in a difficult situation where you have to deal with IRS Questions to ask to qualify for a QI Figure out how sophisticated the QI is. You want someone knowledgeable and could help you make decisions Make sure they have the right insurance Make sure you have a dedicated advisor

[12:22 - 26:34] 1031 Exchange: Know The Rules Who should be at the table when pursuing 1031 CPA Tax/Real Estate Attorney Real Estate Professionals Be involved in the conversation and make sure you understand the real-life implications The reason for the uptick in 1031 investments How you could take advantage of deferring taxes as a property owner Entering 1031? Make sure you have the following: A clear understanding of the math of the transaction Avoid the misconception that you only have to roll the equity to the next property Be proactive in identifying issues Here’s what to ask your sponsor when vetting Do your investment match up Structure and timing Opportunities on legislation are materially different than 1031

[30:37 - 31:24] Closing Segment

Connect with https://www.linkedin.com/in/ricky-novak-6269138 (Ricky) and https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40 (Jarrod) on LinkedIn and visit Ricky’s website at www.strategicgroup.com

Key Quote:

“When you look at it, the good news is while there are plenty of strategies out there that have, higher degrees of risk, 1031 happens to be a strategy that really has minimal risk. It's been around in the code for quite some time. The code and the treasure registry are very detailed on this matter, and there's a good bit of case law out there on 1031-related issues.” - Ricky Novak

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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 on the sponsor side are capital raising and providing liquidity

.[13:13 - 18:04] How to Tell You Are Making Progress Blockchain delivers immediate ROI and benefits to the users Using smart contracts for machine-to-machine communication Many sponsors are scared about this change, but it's important to keep up with the rapidly developing technology How Wall Street is reacting: They are most bullish on the blockchain because the data is clear, reliable, and transportable that can be applied to different spaces Underlying technologies can be used to improve operations and profitability

.[18:05 - 30:36] Be A Knowledgeable Investor Aaron identifies sectors that’ll benefit most from this technology Blockchain in the energy sector: How tokenization can change the energy sector Here are the things you need to consider as a sponsor or LP when dealing with financial instruments: You need to work with a firm that is SOC 2 compliant and have a strong security policy in place Tokenization is not difficult to make but without the tools to properly manage the activities it’ll be dangerous

[30:37 - 31:24] Closing Segment Connect with Aaron Lohmann on https://www.linkedin.com/in/aaron-lohmann (LinkedIn) and email him at AL@earn.re

Key Quote: “The immutability and transparency of the data that's housed on the blockchain, a sponsor can really start to build up a reputation for their performance not only on the debt side but also on the equity side as they move forward and speak to that history on the blockchain. So again, helping them in the future with that due diligence and building trust through the use of the technology.” - Aaron Lohmann 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!

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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 Cut down costs Provides a competitive edge from a data perspective

.[09:38 - 27:11] Prepare for The Market Shift SNAPPT is a fraud detection software for multifamily tenant screening The problem is that no solution can systematically detect fraud in some of the documents submitted and this is happening a lot Here are samples of actionable opportunities within the Proptech investment space What’s happening in the venture space today Public equities investments are volatile because of a lot of uncertainties Allocating into a venture at an earlier stage of growth is one of the best places to invest right now Valuations are more reasonable

.[27:12 - 34:44] The Appropriate Investment Strategy for Limited Partners (LP) Today Have enough exposure to different types of an asset class Consider inflation and its effects on your returns Allocate less to fixed-income strategies

[37:58 - 40:04] Closing Segment

Connect with Nish Patel by emailing him at nish@inertia.vc and check out his website at http://www.inertia.vc (inertia.vc)

Key Quotes:

“It's not just about how many properties from a business perspective, how many properties can your sales team get into, but it's also about educating the consumer well enough to the point that they actually utilize this product.” - Nish Patel

“Some of the best companies in the world Uber, Twitter, and Airbnb is a world we're built in downturns like in recessions.” - Nish Patel

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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 Business through Relationships Maintaining a community requires a huge amount of time and resources People are engaged when you are there if they need you Make ways to keep in touch with people weekly through different channels

[19:32 - 40:28] What’s Happening in the Crypto Space Right Now People know NFT but there are only a few owners Jay is receiving high-volume inquiries from people who are interested in the venture Lots of capital was pulled off but smart investors are into it knowing that zero is not an option but it's up to the technology What you put up in NFT has to have a real-world value FOMO drives the movement in the digital world where avoidable errors occur, hence where the regulation could come to play The challenge in governance is hindering technological advancement

[40:29 - 42:23] Closing Segment Jay’s advice if you want to learn more: Look at what they’ve done instead of listening to what they’re telling you Follow Jay on https://www.linkedin.com/in/jaysteinback (LinkedIn) and check out his website https://www.ywhales.com (https://www.ywhales.com) for more information!

Key Quotes:

“I don't want to be an expert. I don't believe in that in an industry this young because, for everything, there are 10 things that haven't even been discovered or built yet or designed yet that you have to kind of keep an open mind.” - Jay Steinback

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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 Your team is the best investment you could have other than the product

[20:54 - 32:51] The Best Founders through Connetic Ventures You could track the performance by incorporating personality traits and creating a profile Foundernomics have given surprising results which you would otherwise think if you are not looking at the data Every deal that’s being funded overlooks geographies or colors and is given to deserving founders based on analysis and data Brad’s vision is to make capital available for every investor

[32:52 - 35:46] Closing Segment

Connect with Brad Zapp on https://www.linkedin.com/in/zapper (LinkedIn) and check out his website https://conneticventures.com/ (conneticventures.com) for more information!

Key Quotes:

“We are good at investing in the product that builds the product. So the people themselves are products, and that's the most valuable resource of any startup otherwise, what are we, what are we doing?” - Brad Zapp

“Any system that only works for such a small percentage of the population and is getting 95% of all the money. That's a terrible system.” - Brad Zapp

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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 they trust

[22:55 - 50:35] Building a Passionate Community Combining passion and profit through The Golf Sanctuary You can find business opportunities where there’s a need The lessons Billy learned from the business side of the game People need a community that serves as their safe space to enjoy and talk about business at the same time Common elements of success for those who are able to experience success

[37:58 - 40:02] Closing Segment Connect with Billy Brown by visiting http://www.billybrown.me (www.BillyBrown.me) Or follow him on https://www.linkedin.com/in/billy-brown-57a47831?original_referer=https%3A%2F%2Fwww.google.com%2F (LinkedIn) You may also visit https://thegolfsanctuary.com (www.thegolfsanctuary.com) for more information!

Key Quotes:

“Great things happen when you pursue your ideas and your visions and your dreams. And people come into place. Then it kind of unfolds.” - Billy Brown

“If you treat people wrong in this community, especially in real estate, it's a small world and you will get ostracized very quickly and everybody knows each other.” - Billy Brown “If you focus on money, you’ll be disappointed.” - Billy Brown

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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, having longer time horizons family offices are making direct investments themselves. Businesses such as Blu Wave evolves to serve these needs 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 Private equity firms are not getting the credit they deserve Thread flags that indicate a potential problem with private equity investment include; groups that are not treating their businesses like businesses, does not have a hands-on value creation strategy, not tracking holistic improvements in companies they invest 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 generational shift among GPs Private equity firms are trying to address these issues with continuity plans, culture, and technology. Seeing positive impacts from these efforts, including increased efficiency and satisfaction among team members.

[29:59 - 37:17] Covid's Impact on the Private Equity Industry Covid has catalyzed in many people the realization that data can help make better decisions. Many in private equity are struggling with its transition into a hybrid world where you don't have to be fully in-virtual or in-person. Private equity firms realize that they need a more portfolio approach and that globalization is not necessarily peaked."

[37:18 - 37:31] Closing Segment

Connect with Sean at his https://www.linkedin.com/in/mooneysean/ (LinkedIn) or visit their http://www.bluwave.net (website)

Key Quotes:

“We saw a lot of embracement about technology that not only made companies more efficient, but I think it improves satisfaction within the team members because they get to do the things that they like doing.” - Sean Mooney

“I think too often people view the world through binary lenses. You're either going to be fully virtual or fully in-person” - Sean Mooney

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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 Economics Is Here Shifting to a purpose-driven business model can have many benefits such as; Attracting and retaining talent, replacing executive-level talent quickly, and increasing consumer willingness to pay for goods and services. Millennials focused on nonfinancial factors when making decisions about how to invest their money. Sustainability strategies and practices will likely be more rewarded by this generation.

[23:43 - 31:22] The $5 Tomato: Why Business Leaders Should Sell to Believers Capitalism is no longer a single bottom-line business There is a shift away from how we view the shareholder-only ecosystem It's okay to charge accordingly for what is valuable to customers It's an optimistic time and there are opportunities for business leaders

[37:58 - 40:04] Closing Segment

Connect with Richard through https://www.linkedin.com/in/richardsteel9/ (LinkedIn)

Resources Mentioned:

https://www.amazon.com/Elevated-Economics-Conscious-Consumers-Business/dp/1734324848 (Elevated Economics: How Conscious Consumers Will Fuel the Future of Business)

Key Quotes:

“All the studies show that millennials and the next generation are more, focused on supporting firms that can articulate and define a purpose and tell a compelling story.” - Richard Steel

“It's very exciting to be living in this time when business is undergoing such a fundamental change, and we have the power to be able to shape that. We've had that power the whole time, but now we're really having an opportunity to exercise it.” - Richard Steel

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Elevated Economics: How Conscious Consumers Will Fuel the Future of Business

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An accomplished TEDx speaker, Patrick offers insights on leadership, survivorship, motivation, and the discovery of happiness and success in both professional and personal settings. 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 Match” and recently ran his first marathon to personally raise money and awareness for blood cancer.

Key Highlights:

[00:01 -16:30] Listening to Your Inner Voice Patrick talks about his experience in law school and his conflicted feelings about continuing to practice it after passing the bar exam If you or your employee is not a good fit for the job, let them go the earliest you can Through Patrick’s eyes: Surviving cancer twice There is a voice inside of us that is uniquely different from any other living creature in the universe.

.[12:51 - 26:31] Follow Your Heart and Listen to Your Gut It takes courage to contemplate death but there’s beauty in facing and preparing for it Sometimes we think we have planned life out but looking back it’s serendipitous The moment of clarity that pushed Patrick to quit law Maintain relationships and create connections with people you see you could potentially work with in the future

.[26:32 - 37:51] The Best Things in Life Aren’t Usually Planned Here’s the one common denominator of successful people No matter how much you think you have it all figured out, you never have it figured out Talking with people could develop your empathetic side People who are confident in their decisions are the ones who can learn the lesson from failure Patrick’s motivation for speaking on Ted Talk

[37:58 - 40:04] Closing Segment

Connect with Patrick at his https://www.patrickalynch.com/ (website) and listen to his podcast https://podcasts.apple.com/us/podcast/the-follower/id1608080181 (The Follower)

Key Quotes:

“Through suffering comes incredible blessings.” Patrick Lynch

“The whole point of what it means to be human is understanding how to listen to ourselves.” - Patrick Lynch

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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 finances and emotions with one another is the best way to avoid problems down the road. Communicating clearly with families is key

[16:08 - 24:08] How to Handle Divorce Proceedings Bringing in the right people - Trust officers, CPAs, attorneys

[24:09 - 32:02] Money Issues & Divorce One way to prevent money problems from arising is to have regular conversations about finances. Prenups and postnuptial agreements can help couples make sure their wishes about money are clear.

[32:02 - 36:49] Closing Segment Visit http://www.summerhillfirm.com/ (www.summerhillfirm.com) for more information Quotes: “I'm always an advocate for preventative work in my personal life and in business, so anytime you can have conversations before something is actually truly needed is the best.” - Olivia Summerhill Connect with Olivia Summerhill! Linkedin: https://www.linkedin.com/in/oliviasummerhill (https://www.linkedin.com/in/oliviasummerhill) Site: https://www.summerhillfirm.com/ (https://www.summerhillfirm.com) Podcast: https://open.spotify.com/show/4mAzSJfabFlWUOWhoaYrvZ (https://open.spotify.com/show/4mAzSJfabFlWUOWhoaYrvZ) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. What does that mean for us? Here are the major events you need to consider in making investment decisions The most significant geopolitical risk today

[37:58 - 40:02] Closing Segment Email Dr. Sri-Kumar via srikumar@srikumarglobal.com and check out his website http://www.srikumarglobal.com (www.srikumarglobal.com) for more information! Key Quote: “I think globalization is alive. It is going to be even more important in the future than it has been in the past.” - Komal Srikumar Connect with Komal Srikumar: Website: http://www.srikumarglobal.com (www.srikumarglobal.com) Email: srikumar@srikumarglobal.com Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 significant decrease in the desire to have business due to a lack of network and funding Helping pave the way for veterans to enter business with the government

.[17:31 - 30:12] Getting a Fair Chance at Business Veteran Ventures Capital’s portfolio - assets focusing on national security and less focus on the medical side Government ad private sector: Finding innovative ways to strengthen defense How the government provides a fair opportunity for veterans to compete with other contractors

[30:13 - 34:53] Closing Segment Want to engage and make a difference? Visithttps://www.veteranventures.us/ ( www.veteranventures.us) and email Derren athttp://squarespace.com/ ( derren@veteranventures.us) Key Quotes: “There's a level of understanding that veterans have some ability to utilize what they've learned in the military, and then apply it to doing business with the government.” - Derren Burrell “History shows, and when and folks on our team have lived in the bay outperform given the opportunity. And it's not because of any magic sauce or anything, they're just not used to second place. Second place on the battlefield means you're dead.” - Derren Burrell Connect with Derren: LinkedIn:https://www.linkedin.com/company/veteran-ventures-capital-llc/ ( https://www.linkedin.com/company/veteran-ventures-capital-llc) Twitter:https://twitter.com/VenturesVeteran ( https://twitter.com/VenturesVeteran) Instagram:http://instagram.com/veteran_ventures ( http://instagram.com/veteran_ventures) Facebook:https://www.facebook.com/veteranventurescapital/ ( https://www.facebook.com/veteranventurescapital) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! Key Highlights: [00:01 - 13:19] Returning to the Office Turning a need into an opportunity: How Varidesk started Creating a healthy space promoting collaboration and communication for returning employees Designing furniture that addresses ergonomics and office organization The advantages of an open-plan office layout - the present and future in mind

[13:20 - 38:37] Resiliency Amidst Crisis The lessons Jason learned during Covid as an entrepreneur How constant communication helps improve team morale Advice to business owners on how to create, maintain and scale a business culture Being grateful and present every day is the best way to prepare for the battlefield

[38:38 - 40:24] Leaders Are Glue That Holds The Team Together How Jason manages his team amidst “The Great Resignation” Leaders need to find a way to balance their team members’ need Jason’s take on work-life balance - the need to make an impact and add value

[40:25 - 40:13] Closing Segment Visit http://www.vari.com (www.vari.com) for more insights! Key Quotes: “ I realized at that moment that as leaders, you have power through those painful moments.” - Jason McCann “Because I always put myself in the shoes of no matter how bad it is, how tough it is, for me, I guarantee you, there's another CEO or somebody out there that would trade places with me in a heartbeat for my problems that I bank.” - Jason McCann “Long term wins the battle.”- Jason McCann “Showing humility and grace allow us all to learn.” - Jason McCann Resources Mentioned https://ryanholiday.net/ (Ryan Holiday) https://simonsinek.com/ (Simon Sinek) https://en.wikipedia.org/wiki/Tony_Hsieh (Tony Hsieh) https://en.wikipedia.org/wiki/James_Sinegal (Jim Sinegal) https://en.wikipedia.org/wiki/John_C._Bogle (John C. Bogle) https://corporate.walmart.com/_news_/executive-viewpoints/the-foundation-that-sam-built (Sam Walton) https://en.wikipedia.org/wiki/Steve_Jobs (Steve Jobs) Books https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996 (Good to Great) https://simonsinek.com/books/the-infinite-game/ (The Infinite Game) Connect with Jason McCann Linkedin:https://www.linkedin.com/in/jason-mccann-vari ( https://www.linkedin.com/in/jason-mccann-vari) Twitter: @workwithvari http://www.twitter.com/workwithvari (www.twitter.com/workwithvari) Facebook: @workwithvarihttp://www.facebook.com/workwithvari ( www.facebook.com/workwithvari) Instagram: @workwithvarihttp://www.instagram.com/workwithvari ( www.instagram.com/workwithvari) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

Good to Great: Why Some Companies Make the Leap and Others Don't

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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. Listen in! 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 lockdowns Cross-border investment is still strong - changes in Southeast Asian markets The global macro investment market sees real value in sustainable development

[47:37 - 48:53] Closing Segment Visithttps://www.knightfrank.com/research ( https://www.knightfrank.com/research) for more insights! Key Quotes: “The pandemic has certainly made people rethink, you know, their jobs, employment, what they're prioritizing, and property. Their home is a really big central part of that with that… And it led to, you know, all these record levels of transactions in many markets, Europe, North America, even parts of Asia.” - Liam Bailey “If you are a homeowner, and you're concerned about the value of your home, I think there are reasons why you should be positive about the longer-term outcome because there are a number of things still in the market that are supporting prices, the levels they've reached. So, for example, supply is not an issue right now.” - Liam Bailey Connect with Liam: Linkedin:https://tiger21.com/ ( )https://www.linkedin.com/in/liam-bailey-1264b720/?originalSubdomain=uk Website:https://www.knightfrank.com/research ( https://www.knightfrank.com/research) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 skeptical of big government and promises When everything gets politicized, it becomes difficult to have an opinion on the right answers

[15:56 - 40:06] Gold Keeps Maintaining Relative Value Amidst Dollar Loss of Purchasing Power Reducing counterpart risk through spreading gold around multiple vaults The world is headed for a systemic financial crisis - physical gold as a hedge Cryptocurrency technology on threatening the concept of the modern nation-state

[40:07 - 41:21] Closing Segment Email Stephen viahttp://jeff@jhconsulting.llc/ ( )stephen.flood@goldcore.com and check out his websitehttps://tiger21.com/ ( )https://www.goldcore.com/ (https://www.goldcore.com/) for more information! Key Quote: “Gold actually has an enormously powerful psychological benefit to investors. We recently just did a survey last week in the UK, and we asked people who own who have bought gold or who plan to buy gold and how they feel about inflation. They are significantly calmer about it whereas people who don't own gold or have never owned gold or don't plan to are much more nervous about the market and what inflation is going to do to their household balance sheets.” - Stephen Flood Connect with Stephen: Website:https://tiger21.com/ ( )https://www.goldcore.com/ (https://www.goldcore.com/) Twitter: https://twitter.com/GoldCore (https://twitter.com/GoldCore) Linkedin: https://www.linkedin.com/in/stephen-flood-544905/ (https://www.linkedin.com/in/stephen-flood-544905/) YouTube:http://jeff@jhconsulting.llc/ ( )https://www.youtube.com/user/GoldCoreLimited (https://www.youtube.com/user/GoldCoreLimited) Email: stephen.flood@goldcore.com Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 competitors Readiness for external pressures includes company history, values, governance, culture, and non-financial elements

[31:56 - 33:26] Closing Segment Email Greg viahttp://jeff@jhconsulting.llc/ ( )greg@romerosolutionsgroup.com and check out his websitehttps://tiger21.com/ ( )https://www.romerosolutionsgroup.com/ (https://www.romerosolutionsgroup.com/) for more information! Key Quotes: “The more open you are on the way things work, the more trust the employees will have for you.” - Greg Romero “As that third party, you have a unique or a good opportunity really to provide a perspective that that family members hopefully will not perceive as bias.” - Greg Romero Connect with Greg: Website:https://tiger21.com/ ( )https://www.romerosolutionsgroup.com/ Email:http://jeff@jhconsulting.llc/ ( )greg@romerosolutionsgroup.com Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 your portfolio from a volatile market In saving and investing, consider your age, and the market conditions Volatility is different from risks. Risk is when there’s a permanent loss of capital

.[09:32 - 19:00] Investment and Portfolio Management Holistic wealth planning can enhance your share portfolio than stock picking Work with brokers that can effectively manage your taxes and rebalance your portfolio to your advantage The common financial mistakes Kristin’s firm sees in new clients

.[19:01 - 30:12] Investment Strategies for The Long Term Understanding the decision-makers in an estate plan Kristin’s view on using multiple managers to handle a portfolio Keep the long-term perspective in investing

[30:13 - 32:00] Closing Segment

Email Kristin via kbell@simonquickadvisors.com and check out his website https://simonquickadvisors.com/ (https://simonquickadvisors.com) for more information!

Key Quotes:

“In our 50s, we realize that we do have a lot to lose and less time to recoup losses.” - Kristin Bell

“We have to put our client's interests ahead of our own, which is a really important distinction between brokers and, and someone at a registered investment advisory firm like ours.” - Kristin Bell

Connect with Kristin: Website: https://simonquickadvisors.com/ (https://simonquickadvisors.com) Email: kbell@simonquickadvisors.com

Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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

[31:13 - 36:12] The Future of Tiger 21 and Its Global Community Expanding Tiger’s presence throughout the community and the world Focusing on all aspects of wealth, such as health and wellbeing, legacy planning, and investing strategies

[36:13 - 39:23] Closing Segment Email Jay via http://jeff@jhconsulting.llc (jeff@jhconsulting.llc) and check out his website https://tiger21.com/ (https://tiger21.com/) for more information! Key Quotes: “So what you ultimately have to do to be successful in a 2.0 is reset your values and find a different way to view what makes you successful. A lot of people, if they're not performing, they feel super guilty.… But somewhere, somehow you have to reframe your value proposition to where it's no longer about your performance. And it's more about something else that has a deeper, more impactful meeting.” - Jeff Hays “The difficult thing is no matter what pursuit you start going after, whatever it is, until you change the performance mindset, you're gonna fall into the same trap. You're gonna never reach the goal line. And so I feel like, it's really much more about becoming comfortable with who you are and finding a new purpose internally.” - Jeff Hays “The way I think about my approach is if I can keep the second and third generations from becoming a mess because of something we've done, it's hugely impactful to our world.” - Jeff Hays

Connect with Jeff: Website: https://tiger21.com/ (https://tiger21.com/) Email: http://jeff@jhconsulting.llc (jeff@jhconsulting.llc)

Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 Private Security Investments Easier Than Ever As private investing becomes more accessible and popular, investors need to prioritize diligence and make informed decisions. A private security offering is a type of investment that is typically more difficult to access than public securities. This is because the flow of information between the various parties involved is crucial for success. Trellis Platform provides exclusive access to alternative investment opportunities, premium content, and education, while also providing an affinity peer-to-peer network of industry professionals. Trellis Platforms functions as a marketplace facilitator while protecting its intermediaries.

.[30:18 - 40:34] Democratizing Non-Traditional Investment Sources How Trellis Platform facilitates transactions between investors and companies, as well as provides support for one-on-one interactions. It is in Silicon Valley’s best interest to prioritize larger companies with more spending power instead of smaller VCs, this is why Trellis aims to make more opportunities accessible to more people. Trellis is building a standalone product that will allow users to control their identity’s safety and access it through a token system.

[40:35 - 41:52] Closing Segment Connect with Dennis Crowley through his website, www.trellisplatform.com

Key Quotes: “Fintech is advancing modern technology that connects somehow in the financial service world.” – Dennis Crowley “There's a lot of money out there and people just don't know what to do with it or where to put it. At the same time, there are a lot of companies that go through the traditional routes and it's hard for the VCs to get to them all. We all have natural biases; Silicon Valley takes care of Silicon Valley and if you're not part of it, often you're considered a secondary class company out there.” – Dennis Crowley “Hopefully a platform like ours and others that are coming out are going to help take away that process and allow people to have direct access to opportunities, see them easier, and make better decisions.” – Dennis Crowley

Connect with Dennis: Website: www.trellisplatform.com Facebook:https://www.facebook.com/trellissoftwareinc ( https://www.facebook.com/trellissoftwareinc) LinkedIn:https://www.linkedin.com/company/trellisplatform ( https://www.linkedin.com/company/trellisplatform) Twitter:https://twitter.com/trellisplatform ( https://twitter.com/trellisplatform)

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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. Listen in! 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 choices but does not shield us from all dangers - define what it means to be rich Stoicism emphasizes allowing for comfort and upholding virtue

.[31:05 - 39:22] The Essence of Parenthood in Child Development

The importance of the parents’ presence with their children in developing deeper relationships How empathy in the workplace is lacking, especially in many areas of healthcare Tom shares his upcoming book, which will focus on helping people have fun and get rich

[39:23 - 41:46] Closing Segment Email Tom via hello@fortunespath.com and check out his website https://fortunespath.com/ (https://fortunespath.com/) for more information!

Key Quotes: “If I'm going to love someone in a work setting, I have to see that person really, really clearly. I think that's what love is, is that we see each other really clearly. And we accept each other for that.” - Tom Noser “There is absolutely nothing selfish about the pursuit of excellence.” - Tom Noser “You're gonna have to balance things in your life and decide what it means for you to be rich. How much is enough? What are the things that enrich your life? Money gives us choices, but it doesn't protect us from bad things happening to us. It just gives us more resources.” - Tom Noser Connect with Tom: Website: https://fortunespath.com/ (https://fortunespath.com/) Email: hello@fortunespath.com

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Jeff Henriksen is the Founder and CEO of Thorpe Abbotts Capital, a behavioral-focused hedge fund focused on exploiting systematic biases in public markets. Listen in! 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] The Importance of Disproving Your Own Views Markets are a lot more efficient than a lot of active managers realize Start out most investment thesis from a bearish perspective and disprove the bearish thesis To not be overly optimistic that the market's just throwing out great opportunities all the time

[41:30 - 42:57] Closing Segment Email Jeff via jeff@thorpeabbottscapital.com and check out his website https://thorpeabbottscapital.com/ (https://thorpeabbottscapital.com/) for more information! Key Quotes: “If your job as an investor is to go out and try to beat the market, you know, our view has always been well, I want to find out what parts of the market have a lot of correlated errors, then I can exploit or have a higher probability of having higher correlated errors because those were the mistakes exist. And that's where we can find an opportunity.” - Jeff Henriksen “What I've learned is to be very critical of our own views. And to not take the market's judgment lightly.” - Jeff Henriksen Connect with Jeff: Website: https://thorpeabbottscapital.com/ (https://thorpeabbottscapital.com/) Email: jeff@thorpeabbottscapital.com

Resources Mentioned https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555 (Thinking, Fast and Slow by Daniel Kahneman)

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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. Listen in! 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 responsibility The exponential rate of change within society is impacting generational cohorts How the socioeconomic chasm will have a more significant impact in the future

.[30:19 - 50:32] The Move from the Implicit to the Explicit Model

Being aware of differences entails moving away from traditional red/blue social structures Boomers need to adapt to the changing workplace environment and away from compliance-only Figuring out what skills can be applied in other arenas to stay engaged in the workforce Millennials will become more entrepreneurial and less reliant on corporations

[50:33 - 54:28] Closing Segment Want to learn more about generational narratives in the workplace? Check out Chris’ book: https://www.amazon.com/Why-Find-You-Irritating-Generational/dp/1645439372#:~:text=%E2%80%9CWhy%20I%20Find%20You%20Irritating,communication%20in%20the%20multigenerational%20workplace. (Why I Find You Irritating: Navigating Generational Friction at Work)! Key Quotes: “One of the challenges that you're faced [is that] you are seeing how this world as it were and the opportunities are out there, but they are only for those who are most prepared.” - Chris De Santis “I have more faith in the future now than it did before… The younger people are empathetic, hardworking, and smart, they seem to care, and they also care about their wellness and their mental health.” - Chris De Santis Connect with Chris: Website: https://cpdesantis.com/ (https://cpdesantis.com/) Book: https://www.amazon.com/Why-Find-You-Irritating-Generational/dp/1645439372#:~:text=%E2%80%9CWhy%20I%20Find%20You%20Irritating,communication%20in%20the%20multigenerational%20workplace. (Why I Find You Irritating: Navigating Generational Friction at Work) Podcast: https://podcasts.apple.com/us/podcast/cubicle-confidential/id1575418679 (Cublie Confidential)

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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. Listen in! 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 fans by being consistent and genuine Avoid overpromising but underdelivering. That's when people lose trust in you.

[14:21 - 23:42] Set Your Business Up for Success Cold email works if you're doing it right. Adam gets the majority of their client through this method Avoid spammy-looking emails, be direct to the point Less is more in sales. Keep it simple and clear especially if you cater to Gen Zs who have a short attention span. Details could sometimes create confusion Three factors to be a successful engineer: You have to have a grit Be hyperfocus Be a great salesperson Sales is about building trust. People buy off emotions.

[23:43 - 33:59] The Digital Nomad Life Gen Zs have different characteristics from other generations, shaped by their experience and environment. This should be taken into consideration when adding them to the workforce They value inclusivity, stability, and authenticity Adam identifies himself as a digital nomad with employees working from anywhere in the world. Traveling for work is not vacation. You have to learn how to take care of yourself, balance your time and manage your focus.

[34:00 - 35:45] Closing Segment Want to know how Automated cold email outreach could get you more sales? Connect with Adam Rosen with the links below! Key Quotes: “You need to build the systems to make your business a sellable asset, right from the jump.” - Adam Rosen “But I see so many entrepreneurs, myself, I was included in that too, that just did all these tasks instead of building a repeatable system that another hire could implement for you. Because again, until you do that, that means you are the asset to your company versus your business being the asset versus the system being the asset. So those are the two biggest mistakes I constantly see. And again, we made as well.” - Adam Rosen “Because when they do see to your point that you're consistent and that you're genuine, you will stick out from any crowd.”- Adam Rosen Connect with Adam: Linkedin: https://www.linkedin.com/in/adamirosen Website: http://www.eocworks.com

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Ryan is the CEO & Founder of Tailwater Dental, an adjust professor at Vanderbilt University here in Nashville, and he writes publicly online at ryanmccostlin.com. He lives in Nashville with his wife and 3 young children. Listen in! 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 Than Quantity Time

Ryan reflects on his career journey, noting that he has had to say no to opportunities in the past to pursue his true passions. https://www.craftdeology.com/the-story-of-the-chinese-farmer-by-alan-watts/ (The Story of the Chinese Farmer) tells us that a perceived fortune or misfortune isn’t always fortune or misfortune. Not always being happy with what we have can be a blessing in disguise, as it can help us learn and grow. The most important thing is to spend with people you love, and that quantity over quality is key when it comes to time at home. Ryan encourages employees to be proactive in their careers and shoot for goals bigger than themselves.

[44:27 - 46:28] Closing Segment Check out Ryan’s content here - https://www.ryanmccostlin.com/ (https://www.ryanmccostlin.com/)! Key Quotes: “If I'm thinking through something, it helps to hold myself accountable for communicating these thoughts in a way that's accessible to others.” - Ryan McCostlin “Intimacy can't be scheduled, and tenderness can't be planned. We can't make an appointment with our children to get them to share their real secret fears and dreams.” - Ryan McCostlin “Early in our career, if we can remember that maybe our goal isn't to have a certain number in the bank account. But our goal is to be able to wake up without an alarm clock, on our own terms; that's something that's better to shoot for.” - Ryan McCostlin Connect with Ryan: Website: https://www.ryanmccostlin.com/ (https://www.ryanmccostlin.com/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 business toward the market demand You're either at the top or bottom. If you stay in the middle, you'll completely disappear

[23:21 - 38:48] Technological Progress and Future Risks The digitalization of business is inevitable. Every business will have to With the market data being readily available, you need to differentiate yourself from your competitor by being better and better at what you do Education is now shifting from the traditional approach to an inquiry-based where knowing how to navigate the system and ask the right questions are much more essential The best thing we can leave our children is the curiosity There will always be jobs for people in the future even, when technology takes over. We simply need to redirect our resources to where there's an actual need.

[38:49 - 41:15] Closing Segment Interested in how you could rewire yourself or your employees for future readiness? Connect with Pascal on the links below! Key Quote: “The skill you want to teach kids is curation. And the one thing you don't want to beat out of them because, unfortunately, we do it and have a tendency to do it. It's curiosity... Kids ask, like, why, why, why, why. And then the unfortunate reality is we send them to school and beat it out of them, right? We say no, no, no, stop asking why here's the book, read it. And I think that's the worst thing we can do.” - Pascal Finette Connect with Pascal: Twitter: https://twitter.com/pfinette Linkedin: https://www.linkedin.com/in/pfinette Website: https://finette.com/

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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. Listen in! 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 to attract and keep good employees. Real estate investing is becoming more accessible to everyday investors, with the potential for prices to skyrocket. To be successful in investment sales, you need to be passionate about real estate, have a unique set of skills, and be willing to work hard.

[25:35 - 29:10] Closing Segment AJ’s advice to those wanting to explore the investment sales space: be charismatic, personable, hungry to learn, and willing to show up. You can apply at https://www.capstone-companies.com/careers/ (https://www.capstone-companies.com/careers/). Key Quotes: “I started with the end in mind looking at where I want to be when I'm 50 years old, what I want my income to be like, my assets, my lifestyle…I really want to dedicate my life to giving back, and we're building some schools in South America and Central America, something that really drove me into real estate. Just the ability to become independently wealthy and then commit to myself to doing good.” - AJ Klenk “The hardest part these days with the [real estate] industry being so strong and the employment industry being so strong is it comes down to like what kind of person you are, right? And are you attracting others?... That's always forefront of our minds is trying to find folks with high integrity that we want to be next to every day.” - AJ Klenk Connect with AJ: Capstone’s Website: https://www.capstone-companies.com/ (https://www.capstone-companies.com/) Catalyst’s Website: https://www.catalystcp.com/ (https://www.catalystcp.com/) Linkedin: https://www.linkedin.com/in/andrewklenk/ (https://www.linkedin.com/in/andrewklenk/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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Adrian Reid is a full-time trader based in Australia and also the Founder and Trading Coach at Enlightened Stock Trading, which focuses on educating and supporting traders on their journey to profitable systematic trading. Listen in! Key Highlights: [00:01 - 18:18] The Key to Managing Your Investment Portfolio The principle of diversification is to go as far as you can get as many diversified income streams or profit sources that you can. Crypto is not correlated to stocks, has different cycles and time scales, and offers a great opportunity for diversification in a portfolio. Systematic trading is a rules-based approach to trading that aims to find profitable opportunities in the market. Most traders might have some systematic elements don't trade systematically. This may result to panic and lead to hurdles in creating financial decisions.

.[18:19 - 27:20] How to Avoid the Pitfalls of Trading

It's important to have rules that are tested and validated to be profitable. Without confidence in the rules, most people will freak out and misbehave. Leverage exists to help brokers make more money, not to help you make more money. Increasing your leverage drastically increases your risk of blowing up your account. To stay in the game as a trader, you have to be willing to lose money and take losses.

[27:21 - 32:07] Questions to Ask Your Financial Advisor

There is a need for systems to be applied to markets in order to make money, and the best way to do that is through a systematic approach. The biggest lesson learned for Adrian is that having rules that are profitable and that have confidence in them is key to success.

[32:08 - 34:18] Closing Segment Want to learn more about Adrian's systems? Go to https://enlightenedstocktrading.com/colloquium/ (https://enlightenedstocktrading.com/colloquium/) to find articles, tip sheets, and a free course on how to get started. Key Quotes: “If you don't have absolute confidence in your rules, as soon as you have a bit of a dip in your account, most people will freak out and start misbehaving. You know, they'll bend the rules or break the rules, they'll start trying to trade more aggressively to make their money back, or they'll stop taking trades, because they're afraid of losing more, you know, all of these behaviors are inconsistent.” - Adrian Reid “Have a set of rules that is profitable and build absolute confidence in those rules. Because if you have absolute confidence, you can follow them, you can have the discipline.” - Adrian Reid Connect with Adrian: Website: https://enlightenedstocktrading.com/ (https://enlightenedstocktrading.com/) Facebook: https://www.facebook.com/enlightenedstocktrading/ (https://www.facebook.com/enlightenedstocktrading/) YouTube: https://www.youtube.com/c/EnlightenedStockTrading (https://www.youtube.com/c/EnlightenedStockTrading) Twitter: @EnlightenStock Free Resources Exclusively for The Capital Club Podcast Listeners: https://enlightenedstocktrading.com/colloquium/ (https://enlightenedstocktrading.com/colloquium/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! Key Highlights: [00:01 - 12:53] How to Stay Calm during Market Volatility Inflation is high, markets are volatile, and clients are concerned about their investments. Mike discusses how to communicate with clients and how to stay calm during these times. Over long periods, the market is usually up, but there have been down years too. Clients can use this information to help them feel more confident about their investments. People who take action solely based on volatility and not analysis have worse returns over long periods.

.[12:54 - 26:56] The Rise of Fee-Only Financial Advisors

The number of financial advisors in the US is growing, and fee-only advisors are a growing percentage of this population. The growth in advisors is due to increasing education about advisor conflicts of interest and the benefits of working with a fee-only advisor. Changes in the tax code, social security, and other policies are to be observed to find opportunities for higher returns on the upside or protect against risk on the downside. Mike discusses how their firm is investing in technology and developing in-house investment strategies.

[26:57 - 26:56] Questions to Ask Your Financial Advisor

Comprehensive wealth management is critical - ensure that this is what the financial advisor can offer. This way, you can get to your goals faster with less stress. Check out https://www.napfa.org/ (https://www.napfa.org/) for more information. Proactive clients who ask the right questions are more likely to succeed. Delegating tasks to experts can help reduce stress and prevent over-analysis. Sometimes, the best thing to do is nothing. It may be better to take a step back to reevaluate instead of taking action triggered by panic.

[36:58 - 41:57] Closing Segment Get in touch with Mike Prendergast to learn more about wealth management! Key Quotes: “It's very easy when things are going crazy at this moment to let your emotions get take over. It's very natural… But a few things that we need to remember is that one, you know, we've been through this before… We've had periods of extreme volatility before… and so, we'll get through this.” - Mike Prendergast “If the goal is for the medium to the long term, it usually doesn't make sense to change the strategy based on short-term, temporary events.” - Mike Prendergast “The clients that tend to be successful definitely tend to be proactive. They tend to be asking the right questions. They tend to be doing some research.” - Mike Prendergast Connect with Mike: Website: http://www.altfest.com/about (www.altfest.com/about) Linkedin: https://www.linkedin.com/in/william-michael-prendergast-aa013918/ (https://www.linkedin.com/in/william-michael-prendergast-aa013918/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( LinkedIn)! LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you...

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Stefan von Imhof is the co-founder and CEO of Alts. co, the world's largest newsletter community dedicated to alternative investing. Listen in! 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 allocation is a big part of their investment strategy and that they are bullish on collectibles and culture. The current world situation is fascinating, and investors should be aware of alternative investments to protect themselves from potential crashes.

[36:58 - 38:24] Closing Segment Check out Stefan’s newsletter through the links below! Key Quotes: “The key [to a successful newsletter] is to grow, but not just grow for the sake of vanity metrics grow real solid subscribers.” - Stefan von Imhof “With some alternative markets, for the most part…they're just completely separate from anything related to the markets, right? And this is why alternatives are such a great option… It offers that true diversity, and it offers the true way to truly buy assets that are uncorrelated. Not to mention the other big reason, which is that, traditionally, alternatives, the returns have been fantastic.” - Stefan von Imhof Connect with Stefan: Website: https://alts.co (https://alts.co) Twitter: https://twitter.com/stefanvonimhof (https://twitter.com/stefanvonimhof) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 being one key factor that leads to success. Have a strong franchisor behind it.

.[12:37 - 43:12] Secrets to a Successful Franchise

A good franchisor is competitive and coachable. Successful franchisors prioritize the people placed in the business and have a strong track record. Many people turn to franchises because they see the potential for high profits, but if the franchisor is not invested in the success of their franchisees, there is little chance for success. The franchising industry has become more sophisticated, allowing for vertical scalability.

[43:13 - 45:16] Closing Segment Interested in franchising? Kim is here to help! Connect with her through the links below. Key Quote: “An entrepreneur has to be in love with the business because they're creating it, right? They're bringing something new to market, and they have to have their hands in all aspects of it.” - Kim Daly “In good times and bad, the franchise industry grows. People always want opportunities.” - Kim Daly “Ultimately, as the owner of the business, the success of that business is in your hands. So what you believe to be true is ultimately what you will make true. So we have to be careful what we believe.” - Kim Daly Connect with Kim: Youtube: https://www.youtube.com/channel/UCUJB6d4Efu5-DUFXraRdAIA (https://www.youtube.com/channel/UCUJB6d4Efu5-DUFXraRdAIA) Website: https://thedalycoach.com/ (https://thedalycoach.com/) Linkedin: https://www.linkedin.com/in/dalykim/ (https://www.linkedin.com/in/dalykim/) Facebook: https://www.facebook.com/createwealththrufranchising (https://www.facebook.com/createwealththrufranchising) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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". Listen in! 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 content creators’ existing business model. Join the community to get to know more about NFT. Those listening to the episode can claim free tokens upon registering to PowerFan.io! The global changes trigger investors to be risk-averse, resulting in a down market.

[40:12 - 43:41] Closing Segment Connect with Jesse and join the community to get started on your NFT journey! Key Quote: “If you're creating or buying NFTs, you're looking at - Am I joining a community? What's going on there? What's been happening recently? what's coming up next? What is the value-added of being in that can I make connections that will help me in other places?… There is a lot of cool features and value around what the NFT gives you access to more so than what it is just as a digital token in your wallet.” Connect with Raven: Website: https://powerfan.io/ (https://powerfan.io/) Facebook: https://facebook.com/groups/nft-universe (https://facebook.com/groups/nft-universe) Instagram: https://www.instagram.com/powerfanio/ (https://www.instagram.com/powerfanio/) TikTok: https://www.tiktok.com/@powerfanio (https://www.tiktok.com/@powerfanio) Discord: https://discord.gg/PapSBYdZbp (https://discord.gg/PapSBYdZbp) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 (OEM) Original Equipment Manufacturer space and updates on technology. There is more than just rides - it is about the total experience wherein gas stations can be converted into top-notch functional spaces. In the EV industry, the tipping point is not in sight as technology is always evolving. Entrepreneurship requires constant learning. Know how to prioritize what to tackle first.

[37:06 - 45:05] Closing Segment Work with people who believe in the company’s vision. If you are interested in participating in the EV space, connect with Raven! Key Quotes: “How do you know how to pitch yourself? Well, it depends on what room are you in and you know, to know your core values, but to be able to expand upon them in different ways that are bringing about people together.” - Raven Hernandez “We have to figure out the best way to, like, survive as a species on the resources that we have and do it in an efficient and like quality manner, you know, we can't continue to just do the same thing forever.” - Raven Hernandez Connect with Raven: Website: https://www.earthrideshare.com (https://www.earthrideshare.com) App: https://apps.apple.com/us/app/earth-rides/id1525091179 (https://apps.apple.com/us/app/earth-rides/id1525091179) Instagram: https://www.instagram.com/earthrideshare/?hl=en (https://www.instagram.com/earthrideshare/?hl=en) Linkedin: https://www.linkedin.com/company/earthrides/ (https://www.linkedin.com/company/earthrides/) Twitter: https://twitter.com/earthrideshare?lang=en (https://twitter.com/earthrideshare?lang=en) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 the pandemic by providing services such as financial assistance and capital raising. Nashville is growing and has reached a point where it is becoming an important part of the regional economy. There are many challenges that Nashville faces, including gentrification and disparities in education.

[29:41 - 32:37] Striking the Balance to be Involved Holistically How Harry manages to juggle his time between work, family, and community involvement - identify the non negotiables and set boundaries. Harry offers advice for people who want to get involved in their community but feel overwhelmed or don't have the time.

[32:38 - 34:01] Closing Segment Reach out and learn more about how to serve the community! Key Quotes: “Access to capital is no different from the disparity in health outcomes and education… Community banks are making decisions at the community level, by credit committees that are made up of local citizens, and we're approving loans for neighbors. And so when, you know, minority business owner applies at the Bank of America, you know, this is not a criticism of large banks, but those processes are centralized. And so the underwriting takes place way outside of the community. And they're just looking at the the numbers on the application, which doesn't always tell the complete story.” - Harry Allen “Have a vision for the type of life you want to lead, and identify and define the non negotiables as early as possible.” - Harry Allen Connect with Harry: Email: harry.allen@studiobank.com Linkedin: https://www.linkedin.com/in/harryallen/ (https://www.linkedin.com/in/harryallen/) Website: https://www.studiobank.com/ (https://www.studiobank.com/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 fund structure, eliminates fees for investors, and has a deep advisory board of operating executives.

.[14:42 - 30:23] How to Protect your Investments in the Current Market Principia invested in Salesforce very early on when it was approximately 25 million of annual recurring revenue. Such triggered software and fintech infrastructure as attractive investments. The goal is to find companies with momentum in the specific sector and to have the management and board be in line with expectations with liquidity. In today's environment, companies are staying private for longer, which can lead to less downside protection for investors. To protect against this, Principia brings capital market experience and the intent of the company to the table when underwriting investments.

[30:24 - 38:48] Regulatory Outlook Positive for Crypto Industry The current market conditions and various levers being pulled by the Federal Reserve are impacting investment decisions. Josh and Gabor explain how they are very selective in their deal flow, and that 80-85% of their deals come from relationships that have been built over time.

[38:49 - 41:15] Closing Segment Learn more about growth equity by contacting Josh and Gabor using the links below. Key Quotes: “There's a certain amount of euphoria that and I think a little bit of a bubble happening in crypto slash blockchain that, you know, for those of us was lived through different tech bubbles, can see this bursting at some point. But we don't dismiss those technologies. Just like when the internet bubble burst, the Internet didn't go away. So there are still good opportunities to invest.” - Josh Tanzer “A lot of people don't understand that companies have a lifecycle, you know, their ability to change. And it has been since probably Xerox and IBM got started in the 1950s. So things come along that will usurp or supplant the new technology from today… So I think some investors come in paying way too high valuations. ” - Josh Tanzer Connect with Josh: Email: josh@principiagrowth.com Linkedin: https://www.linkedin.com/in/josh-tanzer-4a271157/ (https://www.linkedin.com/in/josh-tanzer-4a271157/) Website: https://principiagrowth.com/ (https://principiagrowth.com/) Connect with Gabor: Email: info@principiagrowth.com Linkedin: https://www.linkedin.com/in/gabor-vari-md/ (https://www.linkedin.com/in/gabor-vari-md/) Website: https://principiagrowth.com/ (https://principiagrowth.com/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 Efficiency in Lending

Traditional banks are purchasing loans from blockchain companies, which has led to cost efficiencies and improved margins for lenders. Tokens can be viewed as the digitally native equity of businesses, with some having fixed supplies and others generating high revenue per employee. Bitcoin will likely remain the market leader as a digital store of value, while Ethereum is challenged in its competitive positioning. The regulatory landscape is headed in the right direction, with democrats changing their tunes.

[30:28 - 43:26] Regulatory Outlook Positive for Crypto Industry There is a tendency for technology and business offerings that are popular with consumers to be given a free pass by regulators, even when there are flagrant violations of the law. Bitcoin and other blockchain-based technologies offer individuals in underperforming nations access to the global economy, which can improve their wellbeing.

[43:27 - 45:00] Closing Segment Technicalities and terminologies may initially be difficult to understand, but communities are here for support! Key Quotes: “Fundamentally, blockchain is nothing more than a computer that can make strong commitments… When you have a computer that can make commitments, and is not subject to manipulation by any one individual, that changes the way in which you place trust.” - Daniel Maren “When you think about that level of magnitude of improvement in time and cost efficiency, the new businesses that can be built by this ability to transfer cash… There are just tremendous business opportunities that open up that that from a technical perspective just wasn't feasible before the blockchain computer.“ - Wilson Patton Connect with Wilson: Email: wpatton@longrun.capital Linkedin: https://www.linkedin.com/in/wilson-patton-0b9b1621/ (https://www.linkedin.com/in/wilson-patton-0b9b1621/) Connect with Daniel: Email: dmaren@longrun.capital Linkedin: https://www.linkedin.com/in/daniel-maren-26784061/ (https://www.linkedin.com/in/daniel-maren-26784061/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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.

. [14:57 - 36:31] The Trend Towards Meaning Beyond Money in Family Offices Quality time with family creates beautiful memories and makes an impact on life. There is a trend towards professionalizing family businesses, with a focus on board governance and policies, team management, and asset management. Family offices are becoming more common as wealthy families seek ways to give back and create social impact. When it comes to wealth, it's important to make sure it's distributed correctly and that it's protected. If a family member wants to leave the business, they're still loved as a family member.

[36:32 - 39:06] Closing Segment For more information about legacy-building, check out the websites below! Key Quotes: “If you're deciding to become more visible in the marketplace, get your personal brand out there… Whatever your approach is, you become visible more people connect with you.” - Reg Athwal “Get to the wealth component and ownership to make sure it's very clear for everyone that the right money goes in the right hands at the right time, and it's protected.“ - Reg Athwal Connect with Reg: Website: https://rtsgp.com/ (https://rtsgp.com/) Linkedin: https://www.linkedin.com/in/athwal/ (https://www.linkedin.com/in/athwal/) Book: https://rtsgp.com/index.php/the-successor-new-book-the-family-business-messenger-by-reg-athwal/ (The Family Business Messenger by Reg Athwal) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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.

. [11:42 - 32:39] The Warren Buffet Methodology - Do Not Lose Money Permanently Bitcoin is an asset that is being looked at more as a store of value than a medium of exchange, but that is changing. The market cap for cryptocurrencies is growing exponentially. The World Economic Forum had a meeting in 2021 where they predicted the value of blockchain and crypto would be around 12.6 trillion by 2025. Jeff advises what kinds of cryptocurrencies to stay away from and tackles where to invest within the layers of blockchain. Rule number one is to not overcomplicate things. You don't need to over-leverage.

[32:40 - 42:47] Hedge Against Inflation Using Cryptocurrency

Cryptocurrency is being used as an inflation hedge, with a strong computing network and a lack of central power to print money without consequences. Bitcoin and other cryptocurrencies are seen as a more efficient way to conduct transactions than traditional currency systems. Inflation is a major concern for many people, and Bitcoin and other cryptocurrencies could help to reduce inflation rates. There are many benefits to using Bitcoin and other cryptocurrencies, such as reduced corruption in other countries.

[42:46 - 42:05] Closing Segment Text “crypto” to 877-771-0615 for more information! Key Quotes: “I just had that gut feeling. It's not always a logical thing where you're like, Okay, I'm gonna make XYZ dollars over this period of time,’ it was just really something that I felt naturally gravitating towards. And I had that gut instinct in me to tell me to go all-in on it [crypocurrency investing].” - Jeff Sekinger “I think it's actually a bigger risk now to not have exposure to it [cryptocurrency], than the risk of you having exposure to it. I think there's no denying that we're moving into a digital economy.” - Jeff Sekinger “Number one is to not overcomplicate things, you don't need to over-leverage. You don't need to buy the next meme coin that's going to do a 100,000,000% return in the next 60 days. It's good to bet on fundamentals and have proper diversification ” - Jeff Sekinger Connect with Jeff: Twitter: https://twitter.com/jeffsekinger (https://twitter.com/jeffsekinger) Instagram: https://www.instagram.com/jeffsekinger/?hl=en (https://www.instagram.com/jeffsekinger/?hl=en) YouTube: https://www.youtube.com/c/JeffSekinger/videos (https://www.youtube.com/c/JeffSekinger/videos) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 stocks in 7 days than what he makes in a month at work motivated him to pursue stock trading.

. [09:39 - 22:16] Turning One’s Life Around and Achieving Success Despite Devastation Jerremy shares his experience of losing a significant amount of money in silver, which led to him having to pay back investors. In 2012, he made a life-changing decision to leave his company and cult to pursue a career in trading full-time. This decision was motivated by the pain he was experiencing from being kicked out of the organization, being in debt, getting divorced, and the lack of pleasure he was experiencing from his life choices at the time.

[22:17 - 40:53] Rising from the Ashes and Playing in the Stock Market Game

The journey to healing from the wounds of the past entails focusing on oneself. The stock market was major support for him during difficult times in Jerremy’s life. It is important to figure out your mental beliefs about money and work before starting to trade in the stock market. Conquer challenges by enjoying life and living a purposeful life. Success for someone may be defined as making a lot of money or having a certain lifestyle, but for the Jerremy, success is being able to accomplish something quickly and simplistically

[40:54 - 42:05] Closing Segment Accumulate more knowledge about stock trading. Reach out and ask for help! Key Quotes: “I didn't have any resources at the time, but it's not about your resources. It's about your resourcefulness.” - Jerremy Newsome “People will change for one of two reasons they go through enough pain, or they’re seeking enough pleasure.” - Jerremy Newsome “Being free and knowing what your purpose is and living that purpose will create unparalleled energy.” - Jerremy Newsome “My definition of success is recognizing an opportunity, because I've realized that success needs to be easy to be accomplishable quickly, immediately, and simplistically… The definitions of every word that you have, your brain will create the world that you live in, based on the definitions of the words that you use.” - Jerremy Newsome Connect with Jerremy: Linkedin: https://www.linkedin.com/in/jerremy-newsome-99850847/ (https://www.linkedin.com/in/jerremy-newsome-99850847/) Website: https://www.jerremynewsome.com/ (https://www.jerremynewsome.com/) Twitter: https://twitter.com/newsomenuggets (https://twitter.com/newsomenuggets) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 number of companies going public. When the SPAC finds a merger partner and acquisition target, there is no need for disclosure since it is regulated under the merger laws rather than the IPO laws. There is a trend of private companies staying private longer, and this is due to the size of private equity today.

. [09:31 - 20:33] SEC Updates Rules for Accredited Investors in Pre-IPO Arrangements Under the Investment Company Act of 1940, mutual funds can invest up to 15% in private companies. There is liquidity available for employees without going public because people in that private equity venture capital space are anxious to get shares before that IPO event. 13.1 million Americans have credit card debt, and they hold the vast majority of the wealth in the U.S. today There has been poor performance for SPACs since their inception, with many companies trading below their initial price.

[20:34 - 41:54] Alternative Investments: What to Look for When Trading These Cryptocurrencies

Crypto is very similar to the dot-com bubble of the late 1990s, with prices going up rapidly and then crashing There is no scarcity in the crypto world, and the value of these assets is not based on real companies or anything tangible. Inflation is a concern for some people due to the high rates of inflation in some countries. Cryptocurrencies may be better suited to handle inflation than traditional assets. Bitcoin and other cryptocurrencies may hold their value better in an inflationary environment than fiat currencies.

[41:55 - 43:37] Closing Segment It's always great to have a knowledgeable financial expert by your side. Key Quotes: “13.1 million creditors for households in America…have the vast majority of the wealth today.” - Keith Black “At the end of the day, we're not going to have 400 decentralized exchanges. At the end of the day, it's going to be a relatively small number of an oligopolistic practice. - Keith Black Connect with Keith: Linkedin: https://www.linkedin.com/in/keith-black-phd-cfa-caia-fdp-8b16344/ (https://www.linkedin.com/in/keith-black-phd-cfa-caia-fdp-8b16344/) Websites: https://caia.org/ (https://caia.org/) and https://fdpinstitute.org/ (https://fdpinstitute.org/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. Listen in! 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 are failing to fully grasp what the process looks like and overestimating the value of their business. To avoid these mistakes, business owners need to be educated on how the process works and understand their compensation before selling their businesses.

[09:31 - 26:54] Tax Planning Tips for Clients Selling Businesses When negotiating a purchase, it is important to understand the tax implications of the deal and to make sure that all relevant taxes have been accounted for. Jeff tackles how to reduce the tax burden on a business transaction. Serial entrepreneurs are more likely to engage in tax planning and structural changes before the sale. As a result, do a better job of building financials.

[26:55 - 35:35] Pointers to Successfully Navigate Your Exit Family offices are becoming a major player in the solar industry, and they are likely to continue to do so for the next 10 to 20 years. You need a CPA, and depending on the type of the deal, you may also need a business broker or investment banker to sell your business. If your business is heavy on intellectual property, you also need an IP lawyer.

[35:36 - 37:23] Closing Segment Strike up a conversation and work with Jeff Getty! Key Quotes: I believe family offices are now becoming their own asset class in many ways. And they are competing directly with private equity for human capital and for deal flow and all the above.” - Jeff Getty “The largest single downward driver of value relates to, in my experience, financials.” - Jeff Getty “This whole process [of selling a business], being very forthright in presenting things in a consistent, logical, and realistic manner, is super important.” - Jeff Getty Connect with Jeff: Linkedin: https://www.linkedin.com/in/jtgetty/ (https://www.linkedin.com/in/jtgetty/) Website: https://www.key.com/personal/index.jsp (https://www.key.com/personal/index.jsp) Contact number: 412-303-4521 Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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.

. [12:42 - 37:24] China's Goal: Take Over the World Andrew discusses his career and how owning his own baseball league has been a great experience. He talks about how the DBL has helped him give back to the community and how he is now expanding into other business areas. A long history in sports management and marketing entails a unique perspective when it comes to negotiating deals. The Super League is a positive development because it brings more competition to the English league system.

[37:25 - 38:57] Closing Segment Want to learn more about the ballclub in the Detroit area, check it out! Key Quotes: “It's so funny when kids asked me all the time, what it takes to be successful in sports, and maybe in all jobs… It’s just a lot of extra work.” - Andrew Douglas Appleby “I always tell my son I'm only as popular as the work that I put out.” - Andrew Douglas Appleby Connect with Andrew: Website: http://www.generalsports.com (www.generalsports.com) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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.

. [08:03 - 28:43] China's Goal: Take Over the World Xi Jinping came to power in 2012 and has since focused on developing the country and getting people out of poverty. There has been a recent falling out between China and the Soviet Union, which is likely to have long-term consequences for the relationship between the two countries. China is looking to expand its control over the world, and it is doing this by building a stronger military and expanding its influence. Private capital is fleeing China, and this is happening to a number of major corporation heads. The Chinese government is aiming not to repeat the mistakes of the Soviet Union. They are also moving against Hong Kong.

[28:44 - 42:56] Will China Grow to be a Major World Power? While mainland China is now the government of China, Taiwan is still supported by a few smaller nations around the world. The current leader of China is likely to wait until later before making a move on Taiwan, as he does not want to damage the Chinese economy. The Chinese government is trying to replace Taiwan as a supplier of chips, and if the US does not help Taiwan, it will lose rankings in the Global Power Index. China is orienting itself more towards Asia and the Pacific, which could be a threat to the US

[42:57 - 46:22] Closing Segment This conversation deserves part two. Watch out for it! Key Quotes: “The goal of all communist parties is expanding control. They are the Communist Party of China, our cold calculating machines… They've got the definite goal in their mind, which is taking over the world economically and politically if they can.” - Will Crampton “If we let them go, the day that we do not help Taiwan is the day that the United States drops two or three rankings in the Global Power Index, whatever it is.” - Will Crampton Connect with Will: Website: https://chinamarketroom.com/ (https://chinamarketroom.com/) Youtube: https://www.youtube.com/channel/UCEDvKf3i0NEQEDAa_4FyAiw?app=desktop (China Market Room) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 marketing help for small teams and decided to start her own company.

. [06:20 - 23:15] Marketing to Develop Trust and Promote Collaboration In tackling investor communications, there is a need to navigate with their marketing. Providing marketing for clients is a two-way street - if clients are not willing to put in the same amount of effort, then they will not see the same results. Brian and Ashley discuss how to succeed in the investment space, where marketing is not the only factor that is important. Recognize the importance of building a personal brand and developing trust with clients. Spend a significant amount of time and effort on building content that is valuable to your target audience.

[23:16 - 42:48] Offering Value in the Aims of Better Customer Experience Content marketing is extremely powerful and can be used to improve the investor community, start a website, and have a monthly newsletter. To be successful in marketing, you must humanize yourself and provide value to your end client. There is an opportunity for anyone to start their own business, as long as they have a good idea and are willing to put in the work. Be willing to be "bothered" by your clients and provide feedback on what is not working. Marketing is not just sales, and vice versa; they work closely together.

[42:47 - 46:51] Closing Segment Hiring the right people is key. Marketing and Sales must work hand-in-hand. Key Quotes: “In order for us [the client and the marketing business] to both be successful, I need for you to put in as much as we're putting in because so many people think that marketing can just be this magic bullet… If you guys aren't bought into it and aren't playing your part, you're not going to see the return on that. - Ashley Kent “If you can hold true to your character, your personality comes through in what you do, then it's not going to come across as cheesy or in your face or pushy. It's going to come across as valuable.” - Ashley Kent Connect with Ashley: Linkedin: https://www.linkedin.com/in/ashley-kent-7b50a9a0/ (https://www.linkedin.com/in/ashley-kent-7b50a9a0/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 to be wary about the wage increase.

. [10:48 - 22:21] A Myriad of Aspects to Consider in the Aims of GDP and Business Growth In the lens of CPA firms, both small and big businesses are in for a challenge of workforce shortage. To sustain the GDP growth, American policies must ease their immigration policies. It is difficult to invest right now, given the current state of the government and its debt. In the last 18 months, we've seen IPO performances go up at least a turn almost overnight. It is a combination of two things - the quality of the businesses that are now potentially hitting the market and a big run-up in the stock market.

[22:22 - 34:03] Essentials in Decision-Making and Systems Curation Processes The family must be on the table when making big decisions as these can also change their lives. A great practice to incorporate is to allow two or three years of making sure that there is a buttoned-down decision-making matrix within your company and that the systems and processes are well-documented. When it comes to earnouts, the advice is to make sellers comfortable about not earning another dollar to refrain from being emotional.

[34:04 - 36:50] Closing Segment Check out Aprio and Aprio Advisory Podcast to see actionable and insightful information about what's happening within the marketplace. Key Quotes: “it's also really hard to invest right now, given the given the current state of the government and its debt.” - John Bly “Family better be on board, whatever the decision is, because it's a life change. And it's an emotional roller coaster it is. It is going up and down as you go through a deal and then what happens after. So, family better be at the table.” - John Bly Connect with John: Website: https://www.aprio.com/people/john-bly (https://www.aprio.com/people/john-bly) Podcast: https://www.aprio.com/the-aprio-advisory-podcast/ (https://www.aprio.com/the-aprio-advisory-podcast/) Linkedin: https://www.linkedin.com/in/johnblycpa/ (https://www.linkedin.com/in/johnblycpa/) Twitter: https://twitter.com/JohnBly_CPA (https://twitter.com/JohnBly_CPA) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. . [17:15 - 26:39] Insider Updates and Space Travel Facts The lunar economy is something to be excited about. NASA is going back to the moon at the end of this year, and there's the human landing system in place. There are a number of factors that contribute to the high price of space launches, including geopolitical tensions and the need for reliable and reusable vehicles. Additionally, the new space economy is producing a number of talented entrepreneurs, and there are a variety of geographies where private investments in space are being made.

[26:40 - 29:38] Stepping into the Space Industry A big misconception about getting into the industry is thinking that it will take too long and too much capital to establish a space industry. It's important to have the right mix of technical and investing backgrounds to be able to tackle the space industry. The timing for establishing a space industry is ripe with opportunity.

[29:39 - 31:35] Closing Segment Reach out to be educated and be up-to-date with what's happening in the new space economy. Key Quote: “[In the space industry], being the provider isn't always the most efficient thing to do, and becoming a customer was a lot better.” - Daniel Kleinmann “Timelines are probably the most important thing when you're investing in a brand new economy.” - Daniel Kleinmann Connect with Daniel: Linkedin: https://www.linkedin.com/in/daniel-kleinmann-67a3a4a7/ (https://www.linkedin.com/in/daniel-kleinmann-67a3a4a7/) Twitter: https://twitter.com/DanielKleinman4 (@DanielKleinman4) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 accommodate that. . [12:20 - 31:44] Collaboration for Adding Value is the Key John talks about how his team is considering partnering with a historically black college or university in the area. MLB is trying to find ways to keep the fans engaged, especially younger ones, and they believe in creating a fan experience rather than just relying on game length or broadcast timing. However, there are still some challenges that new ballpark developments face, such as real estate issues and the potential for relocation. MLB is working to address these challenges. [31:45 - 33:16] Closing Segment The conversation spurred questions from 25-year-old sports fans, so the population is engaged. Key Quote: “How can you be a value-add?.. Tie in the hospitality component in that and add to the overall experience that people are having in this market, bringing their conventions, coming here for sports, and just coming here to see people perform." - John Loar Connect with John: Website: https://www.mlbmusiccity.com/ (https://www.mlbmusiccity.com/) Instagram: https://www.instagram.com/nashvillestars/?hl=en (@nashvillestars) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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. [10:08 - 20:32] The Search for Diversified Opportunities In reality, building a network out takes a huge amount of time. It is a full-time job and it is extremely important to keep in touch with networking opportunities. Private practice requires finding the right partners and vendors to help provide scalability and efficiency. Consider automation and make sure that the processes are as efficient as possible to get the work done in a timely manner. Louis discusses the focus on offering diversified opportunities to their clients, as well as their own separate company which specializes in life settlement products. The company is investing in slow, steady returns rather than in high-risk private equity.

[20:33 - 31:07] A Deeper Look into the Financial Assets

Access to good deals and allowing minimum investment is important, as it allows smaller investors to invest in the deals. Louis emphasizes the importance of looking at private equity in light of current macroeconomic conditions. Interest rates are going to rise and borrowers should consider taking out real estate loans with floating rates to protect themselves from rising interest rates. A life settlement is when a company buys the beneficiary interest of a life insurance contract from the policyholder. This allows the policyholder to receive cash or assets instead of receiving insurance benefits. There are many benefits to receiving a life settlement, such as avoiding estate taxes and receiving cash immediately. [31:08 - 33:16] Closing Segment The trend of families is becoming more global and it boils down to assuring privacy and risk. Key Quotes: "Alternatives are a big solution moving forward from an investment management standpoint." - Louis Frank "We saw a need in the market for an alternative asset platform that was focused on democratizing private equity. We wanted to make it easier for individuals to access these opportunities.” - Louis Frank Connect with Louis: Website: http://lotusgroupcapital.com/ (http://lotusgroupcapital.com/) Linkedin: https://www.linkedin.com/in/louis-frank-caia-5218a815/ (https://www.linkedin.com/in/louis-frank-caia-5218a815/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 Elizabethtown Rotary Club and former Board Chair of CASA of the Heartland. Currently, she is on the Elizabethtown Police Foundation Board. Matt Watkins joined ARGI in 2016, and he currently serves as an In-House Counsel for the firm and a Financial Advisor primarily serving business owners and high net worth families through ARGI’s Multi-Family Office. Prior to joining ARGI, Matt served as Vice President & Senior Wealth Strategist at PNC Wealth Management. Before entering the financial services industry, he practiced law at Lynch Cox Gilman & Goodman (2006-2011) and Goldberg Simpson (2004-2006). His practice focused primarily on tax, business and estate planning matters. Matt is a graduate of University of Louisville for both undergraduate and law school, and he received his LL.M. in taxation from the DePaul College of Law. In 2021, he obtained the CERTIFIED PRIVATE WEALTH ADVISOR™ designation. Matt is currently involved in several community organizations, including ElderServ and the US Marine Hospital Foundation. He was formerly on the boards of the Kentucky Museum of Art & Craft and the St. Francis DeSales Highschool. He is also a member of the American, Louisville, Kentucky and Illinois bar associations. Matt is also a member of the Association of Corporate Counsel and the Estate Planning Counsel of Metro Louisville. [00:01 - 09:10] Opening Segment A quick intro of our guests today Single vs. Multi-Family Offices: What's Right For You?

[09:12 - 46:50] Family Offices: Who Are They and How Do They Work How ARGI started and what makes it unique from other firms The client red flags to look out for Questions to ask when considering a family office ARGI’s process and how they work with clients The family office's appetite for other alternative investments What they are improving on based on their client’s feedback Matt on ARGI starting Turnkey Asset Management Program Bridging the gap: How ARGI matches clients of different generational cohorts The critical questions potential clients should be asking but aren’t

[46:51 - 50:30] Wrapping Up! Single office vs multi-family office summed up Connect with our guests through the links below

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. --------------------------------------------------------------------------- Connect with the https://argifinancialgroup.com/ (ARGI Team) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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) the global economic improvement, which has led to an increase in wealth among families, and (3) technology has played a significant role in the development of this industry, as it has made it easier for families to access resources and services. Family offices believe that operating companies are a key part of their portfolio and that they can provide alpha returns. [10:08 - 21:10] Recognizing the Tools, Tech, and Security Involved in Building Systems Bobby emphasizes the importance of good governance in order to maintain a family business, and believes that qualitative issues are more important than quantitative legal structuring. He also highlighted the importance of educating clients and employees about the changing needs of family offices, in order to maintain trust and keep family capital safe. One major concern for family offices is the lack of transparency around fees and what services are being offered. The biggest seed change in cybersecurity is the end of building your own systems. This change has made it easier to integrate best-in-class systems and protect data. Families should be aware of changes happening quickly in the world and be prepared to adapt. [21:09 - 33:03] A Note on the ESG Performance in Directing the Narrative Investors are looking for opportunities with higher returns and beyond just the traditional stock market. Companies that focus on environmental and social responsibility have become more popular as investors look for ways to increase their returns while also doing good in the world. Family offices are becoming more high profile and are seeing increased liquidity events. [33:04 - 36:36] Closing Segment The trend of families is becoming more global and it boils down to assuring privacy and risk. Key Quotes: "When we look at the studies for external advisors, what the millennials and the Gen Z's are saying is, I want to know what my cost is. I'm willing to pay for things, but I want transparency into it." - Bobby Stover "What do people want? When we think about ESG and those things that are coming up long-term value creation, number one, is easy access to my data, where I can see my total financial picture with better exclusive, more reliable digital services.” - Bobby Stover Connect with Bobby: Website: https://www.ey.com/en_us/family-enterprise Linkedin: https://www.linkedin.com/in/bobbystover/ (https://www.linkedin.com/in/bobbystover/) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 received a lot of love from the public, who were amazed by their creativity and professionalism. She explains that the shows are exciting and empowering and that the key to a successful event is to make it look easy. [08:03 - 15:29] Understanding Client Profiles to Deliver Better You never know what's going to happen and that is beneficial for both parties if things grow organically. Do your homework and ask around to get a good understanding of the expectations of the clients before starting a project. It is important to be transparent with clients. When working with male clients, it is important to pay close attention to their interests and focus on meeting their needs. On the other hand, when working with female clients, it is important to understand their feelings and emotions. [20:14 - 35:04] What it Takes to Provide Unforgettable Experiences The lifestyle manager helps coordinate the activities of an individual or family professionally. Value proposition is key and in this industry, networks are valued. Sometimes it is intimidating to work with big personalities, but the best way to deal with it is to remain calm and present the information in a way that is best for the client. [30:19 - 36:15] Closing Segment Millennials and Gen Z are more interested in experiential travel than traditional travel. They are also more interested in experiencing different cultures and getting involved in the local community. Key Quotes: "I was hesitant because I wasn't really sure what it meant, but I am from the belief of why not? Like, if it's not going to hurt you, why not try it?" - Donna McGovern "When they see an event go smoothly, when they have an extraordinary experience, they want to replicate that for their own lives, and they were able to identify you as somebody that could orchestrate that for them.” - Donna McGovern “It's not just about returns. It's about having impact investing. It's having a double, triple bottom line type investment strategy in the experience is what matters.” - Donna McGovern Connect with Donna: Website: https://awaywithdonna.com/ (https://awaywithdonna.com/) Instagram: https://www.instagram.com/awaywithdonna/?hl=en (@awaywithdonna) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 make a return while still doing good in the world [08:03 - 20:13] Talking Yourself About Your Interest in Giving Think about what you're passionate about, and then look for organizations that focus on that issue How you want to approach giving, and decide if you want to give to a few select organizations Sybil breaks down the types of funders Make sure the organization is aligned with your values [20:14 - 30:18] There's a Lot More Transparency Around Philanthropy Why saying no can be easier if you have a roadmap in place Check out her guide https://www.doyourgood.com/how-to-say-no-to-a-nonprofit (“How To Say ‘No’ To A Nonprofit “) There's been a shift in the way people are giving away their money [30:19 - 40:07] Give Away Accounts to Zero Sybil’s insights on having an intermediary What happens when a nonprofit is competing with other nonprofits How campaign funding, spend downs, and no strings attached funding can have different consequences for nonprofit organizations [40:08 - 43:55] Closing Segment The current state of philanthropy and how high net worth individuals are rethinking their giving Listen to her show https://www.doyourgood.com/blog (Do Your Good) Key Quotes: "I kind of have a responsibility to make giving more transparent and really sort of democratizing giving in a lot of ways." - Sybil Ackerman-Munson "If you're not an expert in the issue, you are going to want to contract an expert who can help you and advise you in your giving strategy.” - Sybil Ackerman-Munson “In order to be a successful sustainable or campaigner funder, you need to be very clear about what you're looking for in terms of outcomes, and also make sure that the organization you're supporting is aligned with your own values.” - Sybil Ackerman-Munson Connect with Sybil: Website: https://www.doyourgood.com/ (https://www.doyourgood.com/) Email: sybil@doyourgood.com Facebook: https://m.facebook.com/doyourgood/?__tn__=%2Cg (@doyourgood) Instagram: https://www.instagram.com/doyourgood/?hl=en (@doyourgood) Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

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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 https://www.amazon.com/Your-Total-Wealth-Financial-Literacy/dp/1735616508 (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 https://www.amazon.com/Your-Total-Wealth-Financial-Literacy/dp/1735616508 (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 be the difference between having a successful life and a nonsuccessful life The benefits of using financial literacy as a tool to achieve success [20:15 - 30:18] Going on Your Own Financial Literacy Journey How the concept of compound interest can have a dynamic effect on a person's wealth The importance of financial literacy and how people can use it to make better decisions about their money Why and how people should read Your Total Wealth: The Heart and Soul of Financial Literacy [30:19 - 35:45] Closing Segment People can have regrets about their decisions in life even if they don't have any formal education or experience in finances Key Quotes: “The decisions we make throughout our lives have a compounding effect and will lead to satisfaction in life.” - David Dubofsky “Wealth doesn't just result in more money. Wealth also results in more freedom, more opportunity, and more security. Money is a tool to help you achieve your goals and dreams.” - Lyle Sussman Connect with David and Lyle: Email:https://www.instituteforprivateinvestors.com/ ( )d.dubofsky@louisville.edu Email: lyle.sussman@louisville.edu Connect with me onhttps://www.linkedin.com/in/brian-c-adams/ ( 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!

Your Total Wealth: The Heart and Soul of Financial Literacy

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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 (https://www.inc.com/encyclopedia/young-entrepreneurs-organization-yeo.html (Young Entrepreneurs' Organizatio)n) 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 7000+ members in a short span of time Why peer groups have a significant impact on the business and members' successes What The Entrepreneurs' Organization (EO) does [15:41 - 22:40] New Organizations Have Been Created to Better Serve Young Entrepreneurs How the demographics of the entrepreneur community have changed over time Brian’s experience leading IPI, their goals for the organization, and their plans for future growth How families are dealing with succession, transition, and next-generation philanthropy [22:41 - 31:24] The Impact Family Offices Are Having on the Community in Their Lives The family office space is growing significantly with more sophisticated staffing and locations Family offices lookout for new investments and talented people to work for them What is essential to have a great relationship with people around you [31:24 - 37:00] Closing Segment Brian discloses common elements you will find in family offices Key Quotes: “You have to be resilient, you have to have a lot of determination and you also have to have some luck on your side. And sometimes you just need to be in the right place at the right time.” - Brien Biondi “Just because you have a lot of zeros in your bank account doesn't mean you don't have problems.” - Brien Biondi Connect with Brien: Website: https://www.instituteforprivateinvestors.com (https://www.instituteforprivateinvestors.com) Email: bb@memberlink.net Connect with me on https://www.linkedin.com/in/brian-c-adams/ (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!

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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 technology on productivity and inflation Real estate as an inflation hedge Arthur’s prediction on the 2022 economy amidst pandemic What’s a universal basic income and how does it impact Americans Arthur talks about inequality and its effects both on the rich and poor

[37:21 - 41:27] Wrapping Up! Buy properties easier with ReadyLendGo Connect with Arthur on the links below

Key Quotes “I learned that buying and investing in real estate is the only way you could save your funds and save your savings and actually make anything like real estate.” - Arthur Drozd

Connect with Arthur on https://www.linkedin.com/in/arthur-drozd-459b8142/ (LinkedIn)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 during the financial crisis of the last decade. He now brings the wisdom he gained to the syndicated offerings brought to market by Harvard Grace Capital. Heath is also known for giving back to the community throughout his career. He currently serves on the board of Freedom Business Alliance, an organization focused on stopping human trafficking. Previously, he served on the board for New Hope Academy in Franklin, Tennessee, a school focused on racial reconciliation. In a previous role, he met staff members' needs by providing homework sessions and career guidance to mothers who were working full-time and enrolled in classes to build a better future. Stewart Heath welcomes opportunities to share his story and is always looking for more ways to give back to the community. [00:01 - 06:30] Opening Segment Welcoming Stewart to the show The careers most CPAs take: Corporate world and entrepreneurship

[06:36 - 33:43] The Path to Success Is Not Always Easy The Fractional CFO Model: Why it’s popular and why it works Stewart’s forecast on the industry five to ten years from now How Stewart got into real estate investing Real Estate Investing during the Great Recession and how it is similar to the present situation Stewart reflects on his past financial mistakes and how they have influenced how he invests now Stewart on where he looks for possibilities, what he considers opportunities, and what to stay away from

[34:00 - 36:35] Wrapping Up! Connect with Stewart on the links below to know more about the factional CFO and real estate investment opportunities!

Key Quotes “What I've learned during COVID is if you can just survive for 12 months, things will probably turn. But you can't buy that time with nothing. You need liquidity.” - Brian Adams

Connect with Stewart: Website: www.harvardgracecapital.com Calendly: https://calendly.com/sheath-harvardgrace Facebook/Twitter/Instagram/LinkedIn - @harvardgracecorporation

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 http://www.riaworkspace.com/podcast (cybersecurity checklist )

[04:41 - 30:45] Keep Your Workplace Safe The cost of cybersecurity When is it time to hire an IT security Essential Questions To Ask Your IT Services Provider Microsoft & Google security Cybersecurity best practices Check your Microsoft security score online at security.microsoft.com How Strategic Technology Review helps you be up to date of your cybersecurity The rising cost of cybercrime The common reasons companies are switching cybersecurity provider

[30:46 - 34:04] Wrapping Up! The threats to cybersecurity today Connect with David on the links below!

Key Quotes

Connect with David: LinkedIn: https://www.linkedin.com/in/kakishd Website: www.riaworkspace.com/podcast Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 The right and wrong assumptions AdaPia made about crowdfunding real estate Adapia talks about the challenges she overcame before joining the Alpha Combined passion and business acumen: AdaPia’s secret to being a successful marketer

[35:39 - 37:00] Wrapping Up! Connect with AdaPia on the links below!

Key Quotes “Go with change. If I ever feel like I'm resisting change, it's probably because I know something big is coming and happening. I can either go down fighting, or I can accept that and try to make it a little more easeful of a move, which has not always been something that I understood, but I understand that today.” - AdaPia Derrico “The timing of things I've found in life no longer surprised me if I'm willing to just let go of control. And then the best things happen when I'm just like really open and surrendered.” - AdaPia Derrico

Connect with AdaPia: LinkedIn: https://www.linkedin.com/in/adapia/ Website: https://www.adapiaderrico.com/ (https://www.adapiaderrico.com/) https://www.alphai.com/ Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 lasting effect on the hospitality industry Sunny’s take on the effect of inflation on real estate Opportunities in foreclosed hotels

[28:17 - 32:29] Wrapping Up! The management model that enabled Sunny’s team to expand in business Connect with Sunny! (links below)

Connect with Sunny: LinkedIn : https://www.linkedin.com/in/sunnysdesai/ General Information: www.desaicompanies.com Hotels: www.desaihotelgroup.com For interested investors: www.Desaiinvestmentgroup.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 The impact of climate change on agriculture investment

[30:12 - 33:49] Wrapping Up! Chris on why you should invest in agricultural farmland as an asset class today Connect with Chris (See details below)

Resources Mentioned https://en.wikipedia.org/wiki/The_Black_Swan:_The_Impact_of_the_Highly_Improbable (The Black Swan: The Impact of the Highly Improbable)

Connect with Chris: Email:CChard@SowerFarmland.com Phone: 651 295-9776 Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 explained NFT’s digital art boom from pre to post COVID The importance of brokerage in acquiring art pieces How NFT is transforming the roles of the artists NFT’s environmental impact Metaverse as the future of auctions Maintaining the brand amidst digitalization Christie’s customer avatar: People who love luxury

[3:48 - 35:14] Wrapping Up! Nicole rooting for Duke Connect with Nicole on the links below

Connect with Nicole: Twitter and Instagram: @nicoleasales Website: https://www.christies.com/en

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 - 04:00 ] Opening Segment Welcoming Sharna to the show The issues that investment advisors face with multi-generational family

[04:01 - 35:41] The Next Generation of Philanthropists Creating an Impact: The motivation of next-gen and Millenials today Voluntary giving versus obligatory - which appeals to the next generation the most The blurred line between philanthropy and investing Then philanthropic vehicle for Next Generation and Millennials Check out other philanthropic resources below

[35:45 - 37:17] Wrapping Up! What is 21/64 and how do they help the big donors of today create an impact?

Key Quotes “We really see next-gen is sort of future leaders.” - Sharna “I think the more transparent they (organizations) can be, the more you'll be able to build relationships with next-gen donors… But I think for both ends of the spectrum, they both want information, transparency, communication, clarity about where their dollars, whether they get the advice, and they have their own ideas.” - Sharna

Resources Mentioned https://www.amazon.com/Generation-Impact-Donors-Revolutionizing-Giving/dp/1119422817 (Generation Impact: How Next Gen Donors Are Revolutionizing Giving) https://tpw.force.com/s/program/7013m000001VLLUAA4/gen-impact-accelerator (Gen Impact Accelarator) https://www.amazon.com/Strangers-Paradise-Families-Wealth-Generations-ebook/dp/B00IB19XU8#:~:text=Written%20by%20a%20prominent%20wealth,of%20wealth%20%2D%20like%20all%20immigrant (Strangers in Paradise: How Families Adapt to Wealth Across Generations) https://en.wikipedia.org/wiki/MacKenzie_Scott (MacKenzie Scott) Connect with Sharna: Website: www.2164.net Twitter: https://twitter.com/2164buzz/ LinkedIn: https://www.linkedin.com/company/2164philanthropy/ (https://www.linkedin.com/company/2164philanthropy/)

Generation Impact: How Next Gen Donors Are Revolutionizing Giving

Strangers in Paradise: How Families Adapt to Wealth Across Generations

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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 to invest in tech now

[46:48 - 50:55] Wrapping Up! Lightning Round with Chris Connect with Chris on the links below

Key Quotes “Don't mistake being lucky for being smart.” - Chris Yeh “When there's such a big prize to be one, and when there's a lot of competition, it's riskier not to take a risk.” - Chris Yeh

Connect with Chris: Website: https://chrisyeh.com/ Twitter: https://twitter.com/chrisyeh Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 Questions to ask yourself to assess your status Intergenerational wealth issue Types of taxes and how you could deal with them wisely Tax Avoidance versus Tax Evasion

[25:48 - 39:59 ] Family Office Regulation Data Security How do you protect yourself from cyber-attacks? On new Asset Class (Cryptocurrency, NFT, etc.) The common characteristics to lead a successful multi-generation family

[44:53 - 48:57] Wrapping Up! What makes Pendleton different from other trust companies

Key Quotes “If you're paying estate taxes or have some sort of liability, that's a good time to be thinking about trust structure.” - Frazer C. Rice “Understand exactly what you own and what that means. Then understand how it is custody and how you access it, etc. If you don't understand how its custody, you just shouldn't be playing in the space… Because if you don't understand how this stuff works, then you really fall prey, you won't understand why value goes up or down.” - Frazer C. Rice

Connect with Frazer: Website: frazerrice.com / pendletonsqquaretrust.com Linkedin, Instagram, and Twitter: @frazerrice Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 The challenge of building generational wealth The right mindset to run a family business The pressure of being the wealth creator

[18:22 - 25:35 ]Wealth Creation & Generational Differences The challenge of next-gen when taking over the family business Understanding the psychology of the founder and how you can influence them The younger generation is equipped! On gender and age inclusivity Planning with legacy in mind

[29:55 - 35:30 ] Wrapping Up! Nike on her new book: What’s her motivation behind The 3 C’s that are critical success factors for business families The conflict of a family business in today’s generation: Keeping it low versus putting it out there in this media age

Key Quotes “The future is looking to Africa.“ - Nike Anani “We have to move from individual rulership to collective leadership, which requires vision.“ - Nike Anani “They see us coming into the family business to work as dad worked was mom worked, but there's a way to add your skillset, your gifts, and your talents that might not necessarily look like the way your parents did.. there are many opportunities to add once skill sets that add value to the family business.“ - Nike Anani

Connect with Nike Anani: Website: https://nikeanani.com LinkedIn: https://www.linkedin.com/in/nikeanani/ Instagram: https://www.instagram.com/nikeanani/

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 affairs of the technology Early struggles of the technology

[08:34 - 19:11 ] Commercialization, Market Fit, Privatization, and Monetization? Understanding how the technology solves a problem How the process looks like from a regulatory standpoint Diving deep into the technology Understanding what “drift” is Getting into huge agricultural corporation Unpacking water purification

[19:12 - 24:32 ] Wrapping Up! What attracted Jack to this opportunity Having the right structure and the right market What people need to know about nuclear submarines Connect with Jack through the links below

Connect with Jack: Website: http://www.omnisolveco.com (www.omnisolveco.com) LinkedIn: http://www.linkedin.com/in/jackaroberts-1976 (www.linkedin.com/in/jackaroberts-1976)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 franchising is an attractive business The franchising ecosystem and its opportunities It’s more than just fast foods and restaurants Helps businesses build a stronger brand

[13:16 - 30:15 ] The Comprehensive Guide to Franchising Success The reason behind writing this book Helping future franchisees understand the system and methods in franchising Arming people with the right tools to be successful Knowing if franchising is for you Taking note of trade offs that take place Understanding the Franchise Disclosure Document or FTD Importance of going through the franchise exercises

[13:16 - 41:00 ] Managing Expectations in Franchising What are the expectations and how divergent are they across franchisors Majority of the brands offer support Industry trends to watchout for Exit opportunities and liquidity

Resources Mentioned: Warren Buffett's shareholder letters in 1980 and 1981 https://www.amazon.com/Money-Masters-John-Train/dp/0887306381 (The Money Masters by John Train )

Key Quotes: “In franchising, it’s about being in business for yourself, but not by yourself.” - Jimmie St Louis

Connect with Jimmy: Website: http://www.franchise123.com (www.franchise123.com) Instagram: https://www.instagram.com/franchise1_2_3/?hl=en (https://www.instagram.com/franchise1_2_3/?hl=en ) Facebook: https://www.facebook.com/Franchise123TM/ (https://www.facebook.com/Franchise123TM/) Linkedin: https://www.linkedin.com/in/jimmy-st-louis/ (https://www.linkedin.com/in/jimmy-st-louis/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 and cons. We also talked about the difference between being a trader and an investor, what it’s like to work with Chris and his approach, and his thoughts on market and trading trends. All this and more in this episode, so make sure to tune in until the end! How Technology Has Impacted Trading Chris shares how work was done prior to the Internet How Internet has helped the industry but also introduced a lot of distractions The application of technology dictates whether it’s a good or a bad thing Parallels Between Trading Apps and Game Apps Both are designed with same psychological triggers How the apps make you feel like you are in control If you don’t know the product they’re pitching, it means that you are the product

Difference Between a Trader and an Investor Difference based on the timeframe Difference based on intent Working with Chris and his approach Binging people up to speed with the tools Spend time learning about the psychology

Reactions of Natural Instinct Human behaviors are essential Ability to change our behavior and make necessary predictions Consuming media Tendency of comparison and how it removes joy

Current Market Trends The efficiency of markets Getting passive and active markets Knowing what you want to do and your end game Biggest misconception about trading

Resources Mentioned: Warren Buffett's shareholder letters in 1980 and 1981 https://www.amazon.com/Money-Masters-John-Train/dp/0887306381 (The Money Masters by John Train )

Key Quotes: “It is the application of the technology that dictates whether it is positive or negative.” -Christopher Tate “It's investing and trading and not about feeling good about doing less than making more.” - Christopher Tate

Connect with Christopher: Email: chris@tradinggame.com.au Website: http://www.tradinggame.com.au (www.tradinggame.com.au)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 in the business Defining the “Nirvana” in business It's a superior business It’s exceptionally well-managed Managers can reinvest the naturally occurring excess capital, as well as they run the business enterprise The 3-legged stool - symbol for the Nirvana Simple, boring, and “un-sexy” approach The power of compounding The results are not boring Happiness Come from Small Improvements

Sifting Through the Wheat and the Chaff Ensuring quality Having discipline Importance of being discerning 1st leg of the 3-legged stool analogy: Superior Businesses Does the business have competitive advantage? Does it have superior growth? Is there an element of anti fragility?

How Inflation Impacts Businesses Looking at history and using this to help build frameworks Inflation has always been part of the equation Importance of businesses to have pricing power Low levels of capital intensity

Resources Mentioned: Warren Buffett's shareholder letters in 1980 and 1981 https://www.amazon.com/Money-Masters-John-Train/dp/0887306381 (The Money Masters by John Train )

Key Quotes: “The setting suits the strategy and with all the activity and frenetic innovation going on in some of the finance capitals, we're really happy to be where we are here.” - Chris Cerrone “It really is important to stay disciplined. be discerning, remember that you only have to do a few things well over an entire investing career to really get where you want to go. So you don't have to participate in the vast majority of what's going on out there.” - Chris Cerrone

Connect with Chris: LinkedIn: https://www.linkedin.com/in/chris-c-40aba9140/ (https://www.linkedin.com/in/chris-c-40aba9140/) Website: https://www.akrecapital.com/ (www.akrecapital.com) Listen to Chris’s previous https://podcasts.apple.com/us/podcast/the-art-of-not-selling-with-chris-cerrone/id1541908039?i=1000512382053 (Colloquium episode! )

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Offices Great potential for Israel and UAE and other Gulf states to work with one another Property market has become stronger in Dubai Family Offices are spending a lot of time dealing with intergenerational wealth transfer and business succession

[17:24 - 40:25 ] Family Offices in Europe The ability of families to amass great wealth was much more difficult because the tax authorities took most of it Being a multilingual continent, there may have not been the kind of same level of exchange of ideas amongst top European families about how to govern their affairs that there is in the US Regulation in Europe

[40:26 - 43:26 ] Closing Segment Final thoughts Connect with Tom through the links below

Connect with Tom: LinkedIn: https://www.linkedin.com/in/tomburroughesandwealthmanagement/ (www.linkedin.com/in/tomburroughesandwealthmanagement) Website: https://www.wealthbriefing.com/html/index.php (www.wealthbriefing.com)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 getting into real estate

Vetting Real Estate Opportunities Choosing to progress with smaller companies The power of frameworking Diversifying income through real estate The role of an allocator vs. role of the sponsor operator

Learnings from the Business Choosing the right social media of choice Taking breaks because we all need breaks Importance of connecting meaningfully Choosing opportunities Saying no to things that are not aligned with your goals

Resources Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137382 (Essentialism) https://www.amazon.com/What-Talk-About-When-Running/dp/0307389839 (What I Talk About When I Talk About Running) https://www.amazon.com/Millionaire-Real-Estate-Investor/dp/0071446370 (Millionaire Real Estate Investor)

Tweetable Quotes “We put our money where our mouth is as investors, but we also take the time to truly vet and get to know these folks.” - Spencer Hilligoss

Connect with Spencer: LinkedIn: https://www.linkedin.com/in/shilligoss/ (https://www.linkedin.com/in/shilligoss/) Website: http://www.madisoninvesting.com (www.madisoninvesting.com)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

What I Talk About When I Talk About Running

Essentialism: The Disciplined Pursuit of Less

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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 expansion of Excelsior in the midst of the pandemic and where we see the business in the coming years. Listen in! [00:01 – 05:46] Opening Segment Welcoming Jarrod to the show Jarrod shares his background Being open to new opportunities

[05:47 – 14:38] Career Transitions How changing careers looked like Growing with the company Taking the company from point A to point B Investor relations and the investor journey

[14:38 – 46:24] Growth, Progress, and Expansion Excelsior’s key improvements Scaling the business Improving on utilizing tools to reach more people Business in the middle of COVID Priorities for the coming year

[46:25 – 49:21] Closing Segment More insights and learning How you can connect with Jarrod Closing words

Tweetable Quotes “Our goal since day one is if you invest with us, that's great, we want to take care of you, and we're going to do so. But more than that, we want to kind of break the noise and be that resource for people.” - Jarrod Arnold

Connect with Jarrod: LinkedIn: https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/ (https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 presence safe How it works Most typical threat Using devices on unsecure networks Targeted spear phishing

[21:34 – 33:51] Understanding the Next Level of Service Providers What digital hardening means How to know if you need an extra layer of protection Housekeeping items that people should be aware of Be smart of the things that you post on social media Set-up a guest network for your guests

[28:55 – 39:07] Closing Segment Lightning round How you can connect with Max Closing words

Tweetable Quotes “And so that's kind of how we set up is we make you the kind of the hardest egg to crack, if you will.” - Max Anderson “Our mentality is that there are no barriers, there are no challenges that are too difficult for us to solve.” - Max Anderson

Connect with Max: Website: http://360privacy.io (360privacy.io) E-mail: info@360privacy.io

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 oversight looks like Security of the tokens

[15:10 – 28:54] Motivation to Tokenize Seth talks about getting into cryptocurrency What makes the ecosystem exciting The risks involved in the new ecosystem Aspirations for tokenization

[28:55 – 39:07] Closing Segment Bigger players getting involved in cryptocurrency The questions to ask, red flags, and evaluating cryptocurrency How you can connect with Seth Closing words

Tweetable Quotes “This digitization and fractionalization of asset ownership, early innings, but it's clearly the direction the entire industry is heading.” - Brian C. Adams “Yeah, it's all about compatibility. blockchains are an accepted word. And cryptocurrencies are becoming accepted. We're now to and then once everyone is comfortable with tokenization.” - Seth Keller

Connect with Seth: LinkedIn: https://www.linkedin.com/in/seth-keller-003155b8/ (https://www.linkedin.com/in/seth-keller-003155b8/) Twitter: http://www.twitter.com/seth_keller1 (www.twitter.com/seth_keller1)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Defining what ESG is Environment, social, and government investing More passive than impact investing Defining what Conscious Investing is Opening the discussion that ESG is not enough The importance of liquidity in a portfolio Different ways to become a conscious investor Importance of defining your values before investing Very personal What are you passionate about? Best practices to deep dive in existing investments Areas that require philanthropy support What conscious investing can give that philanthropy cant

[22:18 – 31:43] The Language of Money Seeing money as one element of wealth Putting impact and financial return on the same plane Importance of transparency and building relationships Practicing wealth consciousness Wealth is more than money

[31:43 – 45:36] Closing Segment The journey of finding opportunities Conscious investing resources and recommendations How you can connect with Eva Closing words

Resources Mentioned: https://www.amazon.com/Conscious-Leadership-Elevating-Humanity-Business/dp/0593083628 (Conscious Leadership: Elevating Humanity Through Business) https://podcasts.apple.com/us/podcast/coached-with-coach-keren/id1467079024 (Coached with Keren Eldad) https://podcasts.apple.com/us/podcast/the-flip/id1486283813 (The Flip) https://podcasts.apple.com/gh/podcast/africa-daily/id1547235591 (Africa Daily) https://www.audible.com/pd/How-I-Built-This-Audiobook/B08BSZHW17?source_code=GO1DH13310082090OZ&ds_rl=1262685&ds_rl=1263561&ds_rl=1260658&gclid=Cj0KCQiAnuGNBhCPARIsACbnLzqkdS397RoLeLdZMuQDhY_bVfDfIF6LbuuxgPDIlskMzhsmmNj2-G4aAuLhEALw_wcB&gclsrc=aw.ds (How I Built This by Guy Raz)

Tweetable Quotes “The first step is really defining your values. What are you passionate about? I mean, I think the trickiest part about impact is that it is so personal. And we are used to investing in a way that is relatively commoditized, templated, process driven..” - Eva Yazhari “Sit there and ask yourself, do you want to own those companies? Do you believe that the leaders of those companies are conscious? Are they thinking about all stakeholders?” - Eva Yazhari

Connect with Eva : Website: http://www.thegoodyourmoneycando.com (www.thegoodyourmoneycando.com) IG: http://www.instagram.com/consciousinvestor (@consciousinvestor) LinkedIn: https://www.linkedin.com/in/eva-yazhari/ (https://www.linkedin.com/in/eva-yazhari/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Conscious Leadership: Elevating Humanity Through Business

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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 tend to be risk averse Having the hunger to be different Importance of safety nets for immigrants Fear of blowing away money Having a tremendous fiscal responsibility Importance of having the hunger and motivation Having a vision and no back-up Lessons and takeaways from experience Avoid the hype around raising funding Focus on your core

[16:31 – 38:58] Investing in Real Estate and Property Technology The current state of play in real estate Different risk reward ratio at the moment Multifamily as the safest asset Single family home is the hottest asset Investing in Property Technology PropTech as one of the best possible areas of investment in the VC landscape Fintech is exploding Now is the time for PropTech Running a family office Considering the flavor of the capital Definition of family office

[38:59 – 45:36] Closing Segment Factoring in luck both in starting a business and investing in businesses Resources that Zain finds information and stories How you can connect with Zain Closing words

Tweetable Quotes “So you have this hunger. And you also have around you not many positive role models, so you have to find your own way.” - Zain Jaffer “I think that's a word of caution to some of the things it's very easy to replicate and compete with some good GPS, you've got to build competence if you're going to do it.” - Zain Jaffer

Connect with Zain: Website:http://www.zain-ventures.com ( www.zain-ventures.com) Twitter: @zainjaffer

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 of bubbles? The federal government’s impact Debt to GDP ratio Is neutral inflation possible in the short term?

[19:31 – 34:36] US Demographics and Wealth Gap Matt’s thoughts on inequality and wealth gap Quantitative easing The US’ demographics compared to the world Buying domestic equities in the US: will it change? Matt on wages being flat

[34:37 – 40:00] Closing Segment What investors need to view as signs and signals The continuous emergence of the tech services industry How you can connect with Matt Closing words

Tweetable Quotes “I don't think we're doomed, in other words, to be locked into this cycle of bubbles that lead to weak growth, and then bust, then lead to weaker growth. I think that's essentially a choice, and we could make a different choice.” - Matthew Klein “One of the reasons I'm relatively optimistic about the potential of the next decade is because looking at what's happened with household balance sheets, since the financial crisis, it really has been a big change, and especially recently with the money that was paid out. So I think that's really interesting.” - Matthew Klein

Connect with Matthew: Website: https://theovershoot.co/ (https://theovershoot.co/) Twitter: @m_c_klein

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Welcoming Sarry to the show Sarry shares his background How he learned about the infinite banking concept

[02:28 – 10:56] The Infinite Banking Concept What is infinite banking? Its uses and advantages Why infinite banking is a long-term strategy Coupling the infinite banking concept with commercial real estate investing How it works Tax benefits

[10:57 – 15:59] Using Infinite Banking to Your Advantage Where infinite banking will work well Investment types Tax objectives Instances when infinite banking is not the right fit Sarry on the state of the current real estate market

[16:00 – 21:16] Closing Segment Best practices in finance It’s who, not how Sarry’s definition of financial freedom How you can connect with Sarry Closing words

Tweetable Quotes “Real estate, obviously, is a little bit tricky because of the spike in market values. But at the same time, I think that there are still opportunities in different spaces, [like] commercial, self-storage, and so many different things. That's why I'm a fan of diversifying with different syndications and different private equity firms that can do different things.” - Sarry Ibrahim “It's really important to guarantee your ability to borrow against an asset that'll increase in value, even when you borrow against it.” - Sarry Ibrahim

Connect with Sarry: LinkedIn: https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/ (https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/) Website: https://finassetprotection.com/ (https://finassetprotection.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Austin to move to Fifth Third Bank How he defines a family office Fifth Third’s partnership with family offices How he helps families work through diversification Why it’s driven by priorities Identifying potential acquisitions What makes a family office successful in uncertain times

[20:30 – 31:16] What Makes Transitions in a Family Office Successful Transitioning of wealth and decision-making in a family office It doesn’t happen overnight Where Austin see bumps during transitions The biggest worries in the family office community right now Getting smart on potential investments Are most families bullish or bearish on their underlying investments?

[31:17 – 37:01] Closing Segment Austin and I talk about Vanderbilt Football How you can connect with Austin Closing words

Tweetable Quotes

“There are going to be some deals out there that are fantastic deals for equity, there are fantastic deals for debt, and then, a lot of them are out there where it sits right in between – that's really the sweet spot that we want to try and work with our family office partners to find.” - Austin Rissler

“What I've seen is that the most successful family offices are those that can maintain their excitement around an investment, around deploying capital, but can also maintain a discipline both through their diligence process and their investments.” - Austin Rissler

Connect with Austin: LinkedIn: https://www.linkedin.com/in/austin-rissler-a819709/ (https://www.linkedin.com/in/austin-rissler-a819709/) Phone: 615-687-8068 Email: Austin.Rissler@53.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 State of the Oil and Gas Market Adam’s thoughts on the oil market The effect of the COVID-19 pandemic on the oil industry How leading organizations responded to the crisis What makes an oil company investable today

[17:12 – 31:20] Decarbonization and Renewable Energy The positive effects of decarbonization A look at renewable energy The impact of electric vehicles on decarbonization How the rest of the world is promoting decarbonization Are we entering into a commodity supercycle?

[32:21 – 42:01] The Best Investment Ideas Right Now Oil and gas-related equities Uranium, copper, and agricultural securities Adam on investing in gold What Adam is bearish on His thoughts on cryptocurrency Closing words

Tweetable Quotes

“I think as people begin to think about the world as potentially supply-constrained in oil, those companies that have their high-quality assets will be interesting.” - Adam Rozencwajg

“Things don't typically go from radically undervalued to average. They tend to go from radically undervalued to radically overvalued. So I think that oil and gas represent still, even after this run, the most dramatic opportunity we've seen probably in our investment lifetime.” - Adam Rozencwajg

Connect with Adam: Website: gorozen.com LinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/ (https://www.linkedin.com/in/adam-rozencwajg-770614/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 with Roger Staubach

[07:25 – 15:24] The Role of Tech in the Evolution of Commercial Brokerage Firms The evolution of the commercial brokerage firms How CB firms are using today’s technology to make an impact Changes in the role of a broker Efficiency and transparency

[15:25 – 27:10] TenantBase and the Status of PropTech Today The state of PropTech The three buckets of PropTech Data aggregation Productivity enhancement tools Disrupters Jim talks about TenantBase The services the company provides Their strategy for the next 1-3 years

[27:11 – 37:02] Changes in the Commercial Real Estate World The state of commercial real estate post-COVID Why you need to own industrial real estate today How Jim searches for information nowadays Jim’s advice for young people in commercial real estate

Tweetable Quotes “You want to own industrial real estate. If you don't own it right now, then you're going to be competing with a lot of people to buy it. Multifamily is doing great as well, but industrial, because e-commerce is on fire, they can't build it fast enough. That's the shining star.” - Jim Underhill “The good has always rewarded those who are creative and hard-working.” - Jim Underhill “If you're someone in your 20s or 30s, and you're not making technology a key part of how you run your business, market your business, your social media and all that, I think you're gonna have some real challenges.” - Jim Underhill

Connect with Jim: Website: tenantbase.com Email: jimunderhill@tenantbase.com LinkedIn: https://www.linkedin.com/in/jim-underhill/ (https://www.linkedin.com/in/jim-underhill/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 large conglomerates His thoughts on minuscule dividends for companies Business fundamentals and strategies Achieving progress by going global He shares his experience working in Asia for DuPont Their strategies for growth in Asia Expanding from China to ASEAN Why Carl is Bullish on the East and Southeast Asian region

[23:55 – 32:16] US Capital Markets and IPOs Moving to Univar What Carl loves about the US capital system Launching an IPO Carl’s thoughts on how capital markets work in the US today

[32:17 – 44:39] The Exciting Future of Investing Carl on private equity Business fundamentals It’s all about people Allocating capital to alternatives and long-term investments Carl on the most exciting places to deploy capital today Rising technologies

[44:40 – 50:07] Closing Segment Carl’s advice to those who want to enter a business career Closing words

Tweetable Quotes “It's about the fundamentals. What is the growth thesis of this company? Why are we attracted to it? What do we think we could do, that the management team or the current owners are not doing, that can raise the value of that enterprise? Having a willing willingness to spend 4, 5, 6, 7 years at it versus a couple of months, that's the right way for business investing.” - Carl J. Lukach “It's that longer-term view that's focused on business fundamentals, coming out with a product or service that that is better than the rest, that you can sustain that advantage. How do you create that advantage and sustain it? How do you grow into markets and geographies that you're not in today? It’s people. Of course, it's the killer app and technology and all that stuff, which is really important as well, but it really is about people.” - Carl J. Lukach

Connect with Carl: LinkedIn: https://www.linkedin.com/in/carl-j-lukach-86168514/ (https://www.linkedin.com/in/carl-j-lukach-86168514/) Email: cjlukach@gmail.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 complimentary return streams across multiple asset classes How family offices are growing across Europe

[12:36 – 29:17] How Family Offices Are Getting More and More Sophisticated Karl talks about their venture club Investor benefits Having international investors The advantage of being in a multi-family office Why more investments are moving towards alternatives What they look for investment vehicles How family offices will continue to grow in the following years

[29:18 – 36:25] Diversification and Inflation Diversification for family offices How liquid trend following can be an alternative to fixed income Karl’s thoughts on inflation

[36:26 – 41:58] Closing Segment Karl on the best investment ideas today How you can connect with Karl Closing words

Tweetable Quotes “We believe that more and more allocation and investment is going to move towards alternatives because of the opportunity set there and the outlook – the medium to long term outlook in the traditional equity markets and the fixed income markets.” - Karl Rogers “Saying you're invested or have 10 million in hedge funds, or 20 million in hedge funds, at a high level doesn't actually mean very much. What matters is the strategies and the markets that those hedge funds are operating in.” - Karl Rogers

Connect with Karl: krogers@elkstoneprivate.com http://www.elkstonepartners.com (www.elkstonepartners.com)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 crowdfunding How Wefunder plays in the regulation crowdfunding space What sets them apart from other similar groups How regulation crowdfunding helps in customer engagement How they helped Mercury Bank raise capital

[20:53 – 38:19] A Look at What’s Ahead for Regulation Crowdfunding What the future looks like for regulation crowdfunding and Wefunder Companies that have worked with Wefunder How real estate fits in the regulation crowdfunding space Jonny on the future of democratization of access to alternatives The challenges for Wefunder moving forward

[38:20 – 42:08] Closing Segment How you can learn more about Wefunder Connect with Jonny! Closing words

Tweetable Quotes “Regulation crowdfunding changes those two aspects of Regulation D. Firstly, startup founders can now raise capital from unaccredited investors as well as accredited investors. And then secondly, you can publicly promote the investment opportunity on social media... In those two ways, regulation crowdfunding, we think, is making it a lot easier for founders to raise capital.” - Jonny Price “The only people that get to benefit from Uber’s IPO and Airbnb’s IPO are accredited investors, and so much wealth has been created by startups. So the idea that we should share that explosive wealth creation around more broadly feels to me like a good thing.” - Jonny Price

Connect with Jonny and Wefunder: https://wefunder.com/ (wefunder.com) https://twitter.com/wefunder?lang=da (twitter.com/wefunder) https://twitter.com/jonnycprice (twitter.com/jonnycprice) jonny@wefunder.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 industry

[06:00 – 19:54] Building a Customized Real Estate Portfolio with Avestor How Badri’s company helps investors build custom portfolios The step-by-step process Working with sponsors Lowering the barrier to entry for investors What the investors like about their platform How the cash flow is handled Other investor benefits Having a single K-1 Fees for investors

[19:55 – 36:57] Looking Into the Sponsor Side The two ways a sponsor can work with Avestor What they look at when getting sponsors Creating a customizable feeder fund Value propositions How the platform is adaptable to your business model Other sponsor benefits

[36:58 – 38:54] Closing Segment How you can connect with Badri and Avestor Inc. Final thoughts

Tweetable Quotes “What [the investors] like is not just the smaller amounts, they like the fact that it’s pre-curated, they like the fact it's all in one platform, they like the fact it's one single K-1, and they like the fact that they can pick and choose.” - Badri Malynur “A feeder fund is great, but if the users don't have the ability to choose what they want to feed into and it's a blind fund where they have to invest in everything, people don't want to do that. They still want the ability to pick and choose within the feeder fund.” - Badri Malynur

Connect with Badri: Web: http://www.avestorinc.com (www.avestorinc.com) Email: badri@avestorinc.com LinkedIn: linkedin.com/in/badri-sukumar-malynur 503-860-8374

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 and what investors should know before getting into the digital asset space. Join us and listen in! [00:01 – 02:17] Opening Segment Welcoming Keith to the show Keith shares his background Growing up the trading area Educating the world about alternative investments

[02:18 – 16:33] Breaking Down Cryptocurrency and Digital Assets What is an alternative asset? Keith on alternative investments becoming more mainstream Cryptocurrency and digital assets Decentralization Distributed ledgers The key innovation of Bitcoin Bitcoin vs. other tokens Why a vast majority of digital tokens are worthless Why you have to look at the value and functionality of a digital asset

[16:34 – 28:02] Cryptocurrency’s Volatility Cryptocurrency as a medium of exchange Volatility in the crypto market Stable coins An exchange vs. a wallet The value of cryptocurrency and digital assets Comparing it to the stock market Why are cryptocurrencies so volatile? The role of social media Bitcoin’s limited supply

[28:03 – 48:15] What You Should Know Before Investing in Crypto What investors should know before getting into crypto Understanding the risks Mathematical drivers of how risky your portfolio is going to be How you can access these tokens Liquidity in cryptocurrency Cryptocurrency and inflation On regulations

[48:16 – 51:58] Closing Segment Keith on the gold standard How you can connect with Keith Final thoughts

Tweetable Quotes

“Just like you have a stock market with different industries, with the large-cap stocks and the small-cap stocks, the digital asset world is the same thing. So you have to look at ‘What is the value or the utility of this good or service?’” - Keith Black

“In this decentralized world, the code is the law and your assets are the assets. If you can show a specific balance in your Bitcoin or Ethereum, you do have access to cash, even when a centralized counterparty like a traditional bank might not give you liquidity there.” - Keith Black

Connect with Keith: https://www.linkedin.com/in/keith-black-phd-cfa-caia-fdp-8b16344/

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 definition of a family office Working in a family office vs. working in Wall Street Where family offices are in the current financial ecosystem The element of purposefulness in a family office

[20:18 – 35:54] A Closer Look at Cultures in a Family Office Tom talks about cultures in a family office Cultural differences in various family office developmental stages Fact patterns Tom has seen in sustainable families Why it’s important to be clear about whether something is a passion project or not

[35:55 – 42:29] Closing Segment The evolution of real estate in terms of family offices Closing words

Tweetable Quotes “That purposefulness of the family office – once you say, ‘I want an office, I want to somewhat more responsibly structure how my capital and my wealth is being managed and do it not just for me, but for my partner, my wife, my children, their children, their children's children.’ – it's a more social and more symbolic gesture to what it means to be part of that family and your responsibility to society at large. I think that element is sometimes missed.” - Thomas Kim “Whatever you do, no matter how big or small you are, one of the due diligence questions should be is, ‘Is this a passion project or not?’” - Thomas Kim

Connect with Tom: TheAgnewCompany.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Welcoming Stefan to the show Stefan shares his background Financial engineering

[02:25 – 18:07] How Data-Driven Analytics Can Boost Efficiency in the Market Stefan’s thoughts on the current market efficiency He talks about commercial real estate Why it’s easier to realize outside gains in real estate vs. other spaces Being data-driven in real estate How data-driven analytics fill inefficiencies in the market The benefits of machine learning

[18:08 – 31:24] Real Estate Investment Strategies Income side strategy Condominium conversion strategy Other residential arbitrage strategies On purchasing properties The opportunities Stefan is seeing in the current market

[31:25 – 43:56] Closing Segment Price appreciations in different markets in the US How you can connect with Stefan Closing words

Tweetable Quotes

“If you're not looking at the data, you don't have intuition and you don't know what's going on.” - Stefan Tsvetkov

“A commercial multifamily investor can say, ‘You can just direct mail to all, there are just about 100 buildings or 50 buildings, right ?’ That's true, but once you do it this data-driven way, you have more intelligence. You can also be more market diverse.” - Stefan Tsvetkov

Connect with Stefan on https://www.linkedin.com/in/stefantsvetkov/ (LinkedIn) and https://www.youtube.com/channel/UCH93OPLcNPY3vTc3tJY2ncg (his YouTube Channel)! Check out Envvy Analytics: https://www.envvyanalytics.com/ (https://www.envvyanalytics.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 regulations SEC and FINRA’s recent moves How small investors have made profits through meme stocks GameStop gains Robinhood Why meme stocks are historic in terms of fundamentals Why diversification and understanding your assets are still key long-term

[28:51 – 42:07] Meme Stocks’ Impact on the Financial Services World What meme stocks mean for financial services in general How meme stocks have changed the way companies please investors How regulators can impact the future of meme stocks and cryptocurrency Are meme stocks here to stay?

[42:08 – 47:46] Closing Segment The democratization of access to assets Human nature repeats itself Closing words from our guests

Tweetable Quotes

“What's important now is that we are going to continue to see volatility, we're going to see dislocation in the market, and that's a great trading opportunity. You have to be careful, you have to use stops, but from a true trader’s perspective, this is historic… I know we have stark moments every couple, 5, 6, 7 years, but this really is historic when you actually look at the nuts and bolts in the fundamentals of the stocks the way they're trading.” - Jeff Kilburg

“If I'm thinking about just winners and losers in the financial services business, it's not who's paying attention to or driving their train based off of meme stocks or what the folks on Reddit are saying, but who is somehow gathering and channeling all that information to use it as a powerful force.” - Dave Maney

Resources Mentioned: https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 (Devil Take the Hindmost: A History of Financial Speculation)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Devil Take the Hindmost: A History of Financial Speculation

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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 Generational wealth Sustainability of wealth over time What drives family offices’ growth in recent years Working with family offices What you can learn from attending conferences Why you have to take what you're hearing with a grain of salt Every family is different

[13:51 – 34:13] NextGen, Prenups, and Improving Communication What is a NextGen? NextGen vs. Rising Gen Getting young people interested and involved within a family office Thinking about the family unit as a whole Family philanthropy Having a young person visit the family business Developing leadership The wrong way is to just do nothing Onboarding nonlineals, outlaws, significant others, and spouses When should you have the prenup conversation? How to improve communication in a family

[34:14 – 38:58] Closing Segment Bryn talks about SEFOF (Southeastern Family Office Forum) How you can connect with Bryn Closing words

Tweetable Quotes “There's so much value with conferences, but I'm suggesting that you take what you're hearing with a grain of salt. And that grain of salt being ‘My family is different from the family I'm hearing about.’... The ideas are valuable, but you need to take that to your family and figure out how to rearrange the ideas you've heard to make it work for your family.” - Bryn Monahan “It's important that the spouse understands and feels comfortable with the familyness of the family. Again, it all comes back to the family. How can you make a new person incoming into the family feel comfortable with the family? If you can do that well, I think you're all set, no matter what your decisions are around the access a spouse has otherwise to the financial information.” - Bryn Monahan “If the only meaning of the money is the money, it's very hard to have a cohesive family infrastructure, be it an operating company or a financial family office. There has to be more to it.” - Brian Adams

Connect with Bryn via her email and https://www.linkedin.com/in/bryn-mars/ (LinkedIn)! Check out Relative Solutions on their website: http://www.relative-solutions.com (www.relative-solutions.com)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 important conversations about the transition of wealth less uncomfortable, more fun, and creative. Join us and listen in! [00:01 – 08:11] Opening Segment Welcoming today’s guests Leonora, Tom, and Elizabeth share their backgrounds What LK Advisors provide

[08:12 – 20:21] Fact Patterns That Made Families Successful Looking at family systems through a three-part lens Family in the family system Business operations of the family Ownership and governance structure The power of core principles Discernment and communication tools Elizabeth on how the coaching mindset help work with families Creating fun but important conversations

[20:22 – 35:31] Adding an Element of Fun and Creativity to Important Conversations Managing energies associated with money during conversations Elizabeth on the things they do when interacting with families Understanding of what humans need across their life cycle Developing a curriculum that makes it fun Examples of the games they play/organize

[35:32 – 37:01] Closing Segment How you can connect with today’s guests Closing words

Tweetable Quotes “We created LK advisors with a few bedrock truths in mind. One is that family can be wonderful and complicated. The second is that wealth can be a blessing and a burden. When you combine wealth and families, there's a great deal of possibilities. Also, too frequently and unfortunately, a great deal of pain and suffering.” - Tom Levinson “Structure is incredibly important, but adding to it a deepening of discernment and real communication tools allows families to have a process that works.” - Elizabeth Kieff “Sometimes in life, we tend to overlook the things that are really important because we're focusing on the things that are urgent.” - Leonora Zilkha Williamson

Connect with Leonora on https://www.linkedin.com/in/leonora-zilkha-williamson/ (LinkedIn)! Connect with Tom and Elizabeth via their http://lkadvisors.com (website) or email!

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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! [00:01 – 08:14] Opening Segment Welcoming Alex to the show Alex shares his background Being an orthopedic trauma surgeon He talks about his position in the National Board of Health Helping the community in Nashville during the pandemic

[08:15 – 18:59] What the first 30 days of Responding to the Pandemic Looked Like How his training as a trauma surgeon helped in dealing with a crisis Building a communications team Alex on what they could have done better His thoughts on the response of the state and the federal government

[19:00 – 32:45] On Vaccine Rollouts What the health department did right Purchasing a lot of cold storage early Partnering with the state and pivotal organizations How Nashville is doing on vaccinations Alex on the state distributing vaccines on a county level Alex’s thoughts on the vaccines being politicized His thoughts on anti-vaxxers

[32:46 – 36:36] Closing Segment Alex on dealing with fatigue Is this something we just live with forever? How you can get more educated about the virus and vaccines Closing words

Tweetable Quotes “It is fascinating to see what happens when you put out a lot of money and every resource and take out red tape, how the world can do great things. Vaccines have come out, [that’s] what happens when a bunch of people roll in the same direction and you take away bureaucracy.” - Alex Jahangir “People listen to leaders. Whether that leader is is a president, or a governor, a pastor, leadership matters. I don't know why people feel that division is so fun and so important. I think there are a few people that really do it, and they know how to manipulate the system. If you asked me what lesson I've learned over the past 18 months, [it’s that] we need to re-engage in civility.” - Alex Jahangir

Resources Mentioned: https://www.vaccines.gov/ (https://www.vaccines.gov/) https://getvaccineanswers.org/ (https://getvaccineanswers.org/) https://covidactnow.org/ (https://covidactnow.org/)

Connect with Alex on https://www.instagram.com/alexjahangir1/ (Instagram) and https://twitter.com/alexjahangir?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor (Twitter)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 importance of family engagement ‘Passing the baton’ Common threads in families that get it right Openness Having proper relationships with the offsprings The processes for an operating company vs. a purely financial family post-liquidity event

[25:47 – 38:36] Business Family Facilitation in Today’s World The effect of social media and cultural changes Today’s young people’s outlook of the future Steve talks about when you should call a business family advisor Getting started is the hardest part of transactions How Steve is working with business families

[38:37 – 40:48] Closing Segment How you can connect with Steve Closing words

Tweetable Quotes “You need to know where you're going if you want to be aligned.” - Steve Legler “It's really about getting the rising generation to understand what's ahead for them, getting them prepared, preparing to hand down some decision-making from one generation to the next, and having some family meetings around this whole process.” - Steve Legler “Let them [your children] know that things were up and down and that they should expect the same thing, and that life is not all in one direction. And that you, too, had some imperfections and made some mistakes, and that you would accept them making some mistakes, as long as they're learning from them and going in the right direction.” - Steve Legler

Resources Mentioned: https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Steve on https://www.linkedin.com/in/steve-legler-259065a/ (LinkedIn)! Check out Steve’s website: https://stevelegler.com/ (https://stevelegler.com/) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 – 18:43] Diving Deeper into Josh’s Story of Pivoting to Finance Josh shares his experience on starting ventures in China From nuclear engineering to tech startup Transitioning to hedge fund Josh on networking, relationships, and connections

[18:44 – 30:44] The Positive Impact of Technology in the Financial Industry The struggles of some monolithic giant financial services companies What the future might look like for these companies How technology has been helping smaller firms Why decentralization leads to more competition How technology and innovation has impacted the financial industry Technology’s role in financial services’ future The future of alternatives Building relationships through podcasts and social media

[30:45 – 46:26] Take This Advice If You’re Looking for a Financial Advisor Josh talks about Woodmont Investment Counsel Being the COO of the company What their company provides Josh’s advice for those looking for somebody to manage their assets Understand what you’re paying in fees Understand how your advisor is getting paid What Josh thinks the future is for the industry The role of technology and innovation Diversity in the industry

[46:27 – 48:51] Closing Segment How you can connect with Josh Closing words

Tweetable Quotes “The people who are successful or have become successful are rarely there because they pick themselves up by their bootstraps and did it all without help from anybody else. That was something that I had to learn.” - Joshua Ireland “We are the product of the people that we surround ourselves with oftentimes, and people do open the door, but you've got to step through it.” - Brian Adams

Resources Mentioned: https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Josh on https://www.linkedin.com/in/joshuaireland/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 company The degree of comfort the model brings Flexibility and accessibility in Tennessee Asset allocation decision-making during challenging times Looking at where the market is going Britt’s thoughts on value stocks today Britt on fixed income bond portfolios Non-dollar denominated bonds Private equity alternatives Britt on NFTs and Robinhood Meme stocks Britt’s thoughts on cryptocurrency

[30:26 – 41:54] Changes in the Investing World How investing has changed in the last 50 years Does debt matter anymore? Economic growth and GDP How Britt curates information on a daily basis What he is reading right now Reacting to volatility and bear markets How worried Britt is about inflation

[41:55 – 44:53] Closing Segment What Britt does for fun How you can connect with Britt and his firm Closing words

Tweetable Quotes “I think one thing that is proven out and it shows them the results and shows them the numbers is that solid private managers still tend to outperform and provide an alpha over public equities over the lifecycle of their funds.” - Britt Messer “You are going to see more bear markets, you're going to see more volatility. It's really how you react to it and how you adjust to those situations." - Britt Messer

Resources Mentioned: https://www.setrustco.com/ (Southeastern Trust Company) https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Britt on https://www.linkedin.com/in/britt-messer-5861955/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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. Join us and listen in! [00:01 – 03:33] Opening Segment Welcoming Archimede to the show Archimede shares his background Being a naval engineer How a conversation with an entrepreneur on a plane inspired him Finding the concept of illiquid wealth

[03:34 – 27:08] Collective Equity: What is It? The problem of illiquid wealth Diversification is key Explaining collective equity Who’s eligible? Its advantage and benefits The element of contribution Beneficial ownership The problem with secondaries Participation of those involved Determining liquidity Valuations Deal-killers

[27:09 – 38:10] Sharing the Benefits of Collective Equity with the World Educating the marketplace about the opportunity Informing people about the advantage of collective equity The dynamic within the founder community Archimede talks about exchange fund Growing globally

[38:11 – 39:16] Closing Segment How you can connect with Archimede Closing words

Tweetable Quotes “Diversification is where I see a lot more value than just pure cash.” - Archimede Mulas “Valuation is that one node where if you get it wrong, the deal won't go through, and if you get it too good to be true, there's also a problem in the underlying company, that's another red flag that starts being waved. So the way that we look at it is, we don't want to create a new price point for the company, and we try and follow what someone has or has been willing to pay for that class of shares prior to us.” - Archimede Mulas “What we try to provide them is a bit of peace of mind in their financial stability, which is something that nobody else can give them, and then knowing that they're doing this with other great founders and other angels just reassures them that this is a step that they’re happy to have made as part of their journey.” - Archimede Mulas

Resources Mentioned: https://www.collectiveequity.com/ (Collective Equity Ownership) https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Archimede on https://www.linkedin.com/company/collective-equity-ownership/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 – 25:39] Healthcare Technology: From Operator to Investor Dave on Moving to Nashville and starting his own company Having a supporting wife Releasing the pressure if you believe in the idea Going through a private equity-backed transaction From operator to investor Dave on automation in healthcare systems Scaling his businesses The strategy of reverse engineering How he used it to thrive in his businesses Dave talks about ambulatory surgery centers Opportunities in the present healthcare system Changes during the COVID-19 pandemic Being a venture capitalist Leaving no one behind

[25:40 – 40:26] Evaluating Opportunities in Healthcare Venture Capital Diving deeper into the investment thesis The future of healthcare systems in the US On health insurance Interaction technology between patients and physicians The healthcare spaces his company doesn’t touch Life sciences Pharma vs. Biotech Healthcare is full of middlemen How Dave evaluates opportunities

[40:27 – 44:31] Closing Segment How you can connect with Dave and his company Dave and I talk about Notre Dame Football Closing words

Tweetable Quotes “You have to find a way to release that pressure if you really believe in what your idea is, and there's no better country in the world for that to happen than this one.” - Dave Vreeland “In so many situations, technology exists that's really effective and much more consumer-friendly, but that requires some kind of a catalyst to push that into the mainstream. We've seen that with remote patient monitoring, telehealth, and some of these other technologies. There's a long way to go, and we think this next decade is really going to be the big one.” - Dave Vreeland

Resources Mentioned: https://caduceus.vc/ (Caduceus Capital Partners) https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Dave on https://twitter.com/vreedave?lang=en (Twitter) and https://www.linkedin.com/in/david-vreeland-1583a1/ (Linkedin)! You can also contact him at dave@caduceus.vc or call him at 615-335-5272! Check out Caduceus Capital Partners on their https://caduceus.vc/ (website) and https://twitter.com/caduceusvc (Twitter)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 a single Family Office How it’s different 20 years ago What caused the emergence of the family office space The impact of the internet Alignment of interest The effect of private equity investing and venture capital How Family Offices are slowly disrupting the investment management industry Ron talks about ‘Patient capital’ What makes it a solid model Family Offices’ impact on society

[23:33 – 31:37] What’s the Future of Family Offices? How Ron envisions the future of Family Offices His plans of putting up a Family Office center at Stanford Educating the public about Family Offices The long term benefits of a Family Office Ron talks about Family Offices that are getting it right

[31:38 – 40:42] Closing Segment Ron talks about the services his company provides He shares his thoughts on current compelling investment opportunities Closing words

Tweetable Quotes: “It's not just about creating alpha, which is terrific, everyone wants to make more money, but I think that it's gonna be more beneficial to society… There are issues that have to be addressed, and I think family offices are more apt to take that into consideration when investing than a corporation.” - Ron Diamond “At the end of the day, everyone wants to make a lot of money, and that's terrific, but at what cost? And I just think that family offices, because many of them are so philanthropic and many of them are holistic and heir intent is to make it last, that it'll have a lasting impact.” - Ron Diamond

Resources Mentioned: https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Ron on https://www.linkedin.com/in/ronald-diamond-68046711/ (LinkedIn)! Check out Ron’s company, Diamond Wealth on https://www.linkedin.com/company/diamond-wealth-strategies/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 – 10:35] Opening Segment I introduce Dewey to the show Dewey shares his background Working at equity firms Being in the collateral financing space Launching Luxury Asset Capital Playing basketball at UNC Definition of terms Collateral loan Why their company is fundamentally different

[10:36 – 22:30] Breaking Down the Lending Process Dewey shares a story from one of their deals How they closed the deal so quickly Establishing themselves in the marketplace How they handle the valuation of the assets Working with experts Luxury and fine arts Different types of collaterals Rare assets Dewey talks about fees and costs Courier fees Their difference from a bank Logistics How they store the collaterals Tokenized assets and NFTs

[22:31 – 28:49] Today’s Market and Future Plans Working in the sports entertainment industry Working with athletes and entertainers Referral partners Indirect opportunities What’s next for his company Accelerating growth

[28:50 – 34:12] Closing Segment How you can begin the process How you can connect with Dewey and his company Most exotic collaterals they dealt with Final words

Tweetable Quotes “Essentially, it's about education. People don't know that this is a thing. They don't know this exists, and it's rare that I have a conversation where I explain our business proposition to someone and they don't say ‘Wow, that makes a lot of sense.’ Conversations like this are helpful, and just educate the consumer that the bank isn't the only option. The assets the bank considers are not the only option.” - Dewey Burke Resources Mentioned: https://luxuryassetcapital.com/ (Luxury Asset Capital) https://borro.com/ (Borro) https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Dewey on https://www.linkedin.com/in/deweyburke/ (LinkedIn)! Check out Borro on https://www.linkedin.com/company/borro/ (LinkedIn) and Twitter at https://twitter.com/borrobuzz?lang=en (@borrobuzz)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 protects the downside Transaction structure Creating an environmental impact Taking out mine waste

[18:55 – 34:51] Current State of Trade Finance Commodities trading today The portfolio’s performance during the COVID-19 pandemic Nate on the Suez Canal issue His thoughts on the status of today’s supply chain Payment vs. bill of lading Nate shares what a typical transaction is like in commodities trading Nate's thoughts on FinTech

[34:52 – 36:11] Closing Segment How you can connect with Nate Final thoughts

Tweetable Quotes “A part of the way we mitigate against that risk is just having a big portfolio, doing deals in 30 different countries across a lot of different commodities. Just diversity in the book. That's how we try to approach things... We recognize that things could happen, but we just try to mitigate those risks as best as we can.” - Nathaniel Polachek Resources Mentioned: https://www.yieldpointlp.com/ (Yieldpoint Stable Value Fund, L.P.)

Connect with Nate via email! Check out Yieldpoint’s https://www.yieldpointlp.com/ (website) and https://www.linkedin.com/company/yieldpoint/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 he made when starting out Brian’s advice to his younger self Go for it!

[19:22 – 30:26] Making an Impact Through Network Building Brian shares his most amazing deals How the network impacts an individual member What change do you want to make? How Brian convinced big organizations

[30:27 – 32:16] Closing Segment How you can connect with Brian and his company Final thoughts

Tweetable Quotes “Impact is not just driven by your action, it’s driven by your intention. If they're not there in the first place, and you're not willing to make economic sacrifices, you're not willing to really stand behind it, it's not going to happen.” - Brian Pallas “You have to go through some tough choices sometimes to make sure that you can do good... And eventually that will do well for you.” - Brian Pallas

Resources Mentioned: https://www.opportunitynetwork.com/ (Opportunity Network) https://www.excelsiorgp.com/ (Excelsior Capital)

Connect with Brian via email and https://www.linkedin.com/in/bpallas/ (LinkedIn)! Check out Opportunity Network’s https://www.opportunitynetwork.com/ (website) and https://www.linkedin.com/company/opportunity-network/ (LinkedIn)! Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Addressable market for tokenized real assets How a token represents ownership Envisioning investments in digitalized assets Fees and costs Geography and regions Comparing to NFTs

[48:17 – 54:54] Closing Segment Advice for those who want to invest in digital assets Final thoughts

Tweetable Quotes “There's multiple advantages to digitizing or tokenizing real estate or any other private asset, for that matter. Many are quite intuitive, but they may be weighted differently depending on the asset and the type of owner. Some key advantages are naturally liquidity and trying to capture a liquidity premium because a lot of these private assets do have illiquidity discounts. Access to a broader set of global investors, reduction in cost of actual entry into these assets… Those are the key advantages of allowing ongoing continuous trading of private assets.” - Solomon Tesfaye Resources Mentioned: https://earn.re/ (Earn.re) https://www.tzero.com/ (tZERO Group)

Connect with Aaron, Solomon, and Ryan via their emails: Aaron Lohmann: al@earn.re Solomon Tesfaye: stesfaye@tzero.com Ryan Zega: rzega@tzero.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Narratives in the fund space Defining the qualitative difference between funds Diversity of allocators on their platform Focusing on private lending The state of hedge funds in the current bull cycle Distinguishing yourself in the hedge fund community

[30:49 – 39:00] Investing Sector Characteristics that differentiate good management teams from the rest Why you should talk to different people in a firm Recognizing strengths and weaknesses of firms

[39:01 – 44:19] Marketing Marketing best practices Benefits vs Features Focusing on presenting the benefits of your product/service

[44:20 – 46:04] Closing Segment Reach out to Milton and The Allocator Network. See Links Below. Final words

Tweetable Quotes “You can learn a lot if you talk to the receptionist for 10 minutes, and get an idea of what kind of place it is. If people are walking around in fear, or people love coming in, and so on.” - Milton Lewin “People buy benefits, not features. But unfortunately, people sell features, not benefits.” - Milton Lewin Resources Mentioned: https://www.theallocatornetwork.com/ (The Allocator Network)

Connect with Milton on https://www.linkedin.com/in/milton-lewin-26166/# (Linkedin) and visit https://www.theallocatornetwork.com/ (https://www.theallocatornetwork.com/)

Connect with Excelsior GP: https://www.excelsiorgp.com/ (Excelsior GP Website) https://www.linkedin.com/company/excelsior-capital-gp/ (LinkedIn) https://www.youtube.com/channel/UCmreyaEmNbgq-6t86UtERSw (YouTube)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 definition of a Family Office Leveraging technological advances in a family office The role of impact in their company Helping the people make a positive impact in their lives

[25:51 – 33:54] Integrating their a new platform Integrating their new platform into their business model Asking the right questions to spark conversations The vision and the endgame for Bob

[33:55 – 36:13] Closing Segment Reach out to our guest. See Links Below. Final words

Tweetable Quotes “If you want to help a family, find their mission and purpose first. What is most important to them.” - Bob DePasquale “You must always be grateful for what you have because you never know where it can go.” - Bob DePasquale Resources Mentioned: https://initiateimpact.com/ (Initiate Impact)

Connect with Bob on https://www.linkedin.com/in/bobdepasquale/ (Linkedin), https://www.instagram.com/bdepa/ (Instagram), https://twitter.com/bdepa (Twitter), and his website https://www.bobdepasquale.com/ (https://www.bobdepasquale.com/). Check out their company website at https://initiateimpact.com/ (https://initiateimpact.com/) Connect with Excelsior GP: https://www.excelsiorgp.com/ (Excelsior GP Website) https://www.linkedin.com/company/excelsior-capital-gp/ (LinkedIn) https://www.youtube.com/channel/UCmreyaEmNbgq-6t86UtERSw (YouTube)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 – 24:28] Getting the MBA

Gain from MBA – the network Managing anxiety, depression & trauma to pursue education Being in the Football and going to college

[24:29 – 38:16] PTSD (Perseverance Through Severe Dysfunction)

Breaking the Curse of Intergenerational Trauma as a Black Man in America Significance of the release date and it’s publishing company Ways to help the break these issues in the society Impostor Syndrome

[38:17 – 41:38] Closing Segment

How to buy the book and where to access it Are you optimistic or pessimistic? Reach out to our guest. See Links Below. Final words

Tweetable Quotes “I think we start with understanding ourselves. Learning to love and trust ourselves is first and foremost.” – Reggie Ford “Learning to accept rejection and not looking at it as really a ‘No’ but looking at it as ‘Not Now’, not right now.” – Reggie Ford Resources Mentioned: https://www.montgomerybell.edu/ (Montgomery Bell Academy)

https://www.amazon.com/Perseverance-Through-Severe-Dysfunction-Intergenerational-ebook/dp/B092CDBHLF (PTSD: Breaking the Curse of Intergenerational Trauma As a Black Man in America)

Connect with Reggie and pre-order his book at https://www.reggiedford.com/ (https://www.reggiedford.com/).

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Perseverance Through Severe Dysfunction: Breaking the Curse of Intergenerational Trauma as a Black Man in America

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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

Resources Mentioned: https://stokedproject.com/ (Stoked)

Connect with Brent on https://www.linkedin.com/ (Linkedin), visit https://stokedproject.com/ (https://stokedproject.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 of logistics investments Industrial development Specific markets within logistics Sourcing opportunities and finding sponsors The outlook and opportunities for real estate industrials and logistics Cresset Partners

[37:23 – 39:33 Closing Segment Reach out to our guests. See Links Below. Final words

Resources Mentioned: https://cressetpartners.com/ (Cresset Partners)

Reach out to Cresset Partners, visit their website at https://cressetpartners.com/ (https://cressetpartners.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Relationship building Tips and Best Practices in Networking and Relationship building Getting the most out of your time attending a networking event

[32:03 – 34:32] Closing Segment Reach out to our guest. See Links Below. Final words

Tweetable Quotes: “I believe that private enterprise can lead change for the betterment of communities.” - Elizabeth Duffield “My whole life has been shaped by the connections I’ve made.” - Elizabeth Duffield “Just make a goal of how many events that you go to, whether virtual or in person. When you get there, you can leave as long as you’ve introduced yourself to at least two people. You’d be surprised how those two introductions can lead to exponential growth to your network.” - Elizabeth Duffield

Resources Mentioned: https://www.nashvilletechgivesback.com/ (Nashville Tech Gives Back) https://www.nashvilleentrepreneurweek.com/ (Nashville Entrepreneur Week)

Connect with Elizabeth on https://twitter.com/elizduffield (Twitter)(@elizduffield) and https://www.linkedin.com/in/eduffield/ (Linkedin) Check out https://www.nashvilletechgivesback.com/ (https://www.nashvilletechgivesback.com/) and https://www.nashvilleentrepreneurweek.com/ (https://www.nashvilleentrepreneurweek.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Boom Asset classes in the music industry Active and Passive assets Exit strategies for artists due to the pandemic Monetizing the art of music Streaming’s contribution to the growth of the industry Emerging markets for streaming

[16:05 – 41:46] The Economics of The Music Industry The Right time to Buy or Sell a catalog The potential of investing in the music industry Lending options Term Loan B Differentiating themselves from the amateurs in the space Options to invest in the Music Industry

[41:47 – 52:26] The Future of the Streaming Industry The Future of the Streaming Industry Various ways to monetize music streaming Private Equity Exit Retail Investor options

[52:27 – 54:48] Closing Segment Reach out to our guests. See Links Below. Final words

Tweetable Quotes: “A hit song changes everything. If you have financial problems, marital problems, touring problems, whatever it is, a hit song in three minutes can change that.” - John Ozier “All art is some kind of stock. Some are penny stocks, others are blue chips, and others in between.” - Paul Steele “There’s lots of ways to be successful in this space.” - Andy Moats “If you’re gonna buy something, really buy it wholly. So that no matter what happens you don’t have that liability.” - Paul Steele

Connect with Andy: https://www.linkedin.com/in/andymoats/ (https://www.linkedin.com/in/andymoats/) Connect with John: https://www.linkedin.com/in/john-ozier-0764a16/ (https://www.linkedin.com/in/john-ozier-0764a16/) Connect with Paul: https://www.linkedin.com/in/paul-steele-5a01527/ (https://www.linkedin.com/in/paul-steele-5a01527/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 studio business model

[23:35 – 29:29] Producing Content South Asian Trailblazers Gaining new exposure and connections through podcasts Producing content to cater to your customers/consumers

[29:30 – 39:32] Closing Segment Key takeaways from their show Shop South Asian What’s next for Simi? Connect with Simi. See Links Below. Final words

Tweetable Quotes: “I think the future of most institutions is producing content catered to your customer, consumer, or community that you’re that you’re trying to build.” - Simi Shah “There’s so much value in talking to people that don’t necessarily sit within your industry.” - Simi Shah “Don’t be afraid to take risks. Don’t be afraid to do the non-traditional thing.” - Simi Shah “Be as helpful as you can to people, even when it’s necessarily expected to generate anything in return.” - Simi Shah “After school, one of the things I struggled with the most was how to keep learning, and talking to people is one of the easiest ways to do that, particularly in a podcast setting where it’s really just talking to someone about their life.” - Simi Shah

Resources Mentioned: https://www.paperworkstudios.com/ (Paperwork Studios) https://trailblazers.substack.com/ (Trailblazers)

Follow Simi on https://www.linkedin.com/in/simishah/ (Linkedin) and https://twitter.com/simishah_ (Twitter). Visit https://www.simishah.com/ (https://www.simishah.com/) and https://www.southasiantrailblazers.com/ (https://www.southasiantrailblazers.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 – 22:11] The Goal of Innovating Affordable Housing for Homeless Impact of having homes to individuals The crisis in accessing affordable housing Lack of innovation and lack of prioritization of innovating affordable housing Advantage of Non-profit Organization The 10-year goal of New Story Building partnerships to existing, new groups, and some governments

[22:12 – 26:50] Closing Segment What are the lessons learned during this pandemic? Connect with Ellen. See Links Below. Final words

Tweetable Quotes: “Sharing what we learn with the world because it benefits nobody for us to keep the learnings to ourselves.” - Ellen Paik “I think if we do inspire a lot of people to realize that we have really advanced technology out there, what does it look like to apply it to affordable housing and those who need it the most, I think right by inspiring that question and inspiring others to think about such topics hopefully that kind of, again builds momentum around what we’re able to create with the new affordable housing sector.” - Ellen Paik

Resources Mentioned: https://www.apple.com/ph/apple-tv-plus/ (AppleTV) (Docu-Series - Home) https://newstorycharity.org/ (New Story )

Follow Ellen on https://www.linkedin.com/in/ellenpaik/ (LinkedIn )and visit their website at https://newstorycharity.org/ (https://newstorycharity.org/).

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 The Podcast format and where it is focused Building and empowering the team with your vision Learn by experience, ask and talk to people Lessons from starting adventures in building and growing the enterprise Personal branding to make a connection with people Content of conversations with people in the Podcast Ask for help and focus on empowering people

[39:04 – 43:16] Closing Segment Jake’s advice to people going through difficult times Look at everything that is causing trouble and find a way to get through it Connect with Jake. See Links Below. Final words

Tweetable Quotes: “If you can get the vision, and the alignment early, you’re gonna be in such a better position to move forward.” - Jake Wiley “Don’t muscle these things out by yourself. There are times where you find yourself in a leadership position and you feel like you’ve gotta figure it out, you’ve got to have the answers. Just ask. Be open. Be vulnerable.” - Jake Wiley “Try to find a way to spend your time doing what you love because that’s the thing that is gonna wake you up in the morning.” - Jake Wiley

Resources Mentioned: https://www.jakewiley.com/ (Jake Wiley) https://www.linkedin.com/company/wiley-on-business-podcast/ (Wiley on Business Podcast ) https://www.pwc.com/ (PwC)

Connect with Jake on https://www.linkedin.com/in/jakewiley/ (LinkedIn).

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Securities Earning Degrees and Certifications from University Making the Post-Career Plan Surrounding with the best people Separating identity as a Player vs being an associate in the office

[18:25 – 30:24] Moving with Career and Passion What happens next being at Wells Fargo Financial Manager Portfolio Manager Difference between going to a big wirehouse to a boutique shop The adjustments in moving from Southern California to Middle Tennessee Becoming a Christian and going in Mission Trips Launching Coffee Shops Venture capital fund and finance

[30:25 – 37:06] Closing Segment What does success look like for Winston Justice? Where does he spend most of his time? Does he still keep up and watch the game? Connect with Winston. See Links Below. Final words

Tweetable Quotes: “If you surround yourself with the right type of people, when a problem does arise, a biz issue or you have something you want to pursue, you do pull in and ask those questions to get this knowledge and to make a more educated choice.” – Winston Justice “People would rather talk with a current player that’s actually playing, than one that hasn’t.” – Winston Justice “Real value is actually roll-up your sleeves and being part of the process of expanding the revenue and not just making investment and hoping it works out.” – Winston Justice

Resources Mentioned: https://www.bernstein.com/ (Alliance Bernstein)

Connect with Winston! Visit their website at https://www.bernstein.com/ (https://www.bernstein.com/) and send him an e-mail at winston.justice@bernstein.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 general work ecosystem at EC The future plans of EC for the next 12 months

[31:53 – 35:36] Closing Segment Her goal of helping non-traditional founders get in the game of entrepreneurship Connect with Haley. See Links Below. Final words

Tweetable Quotes: “Entrepreneurship is a radical act in today’s day and age. It’s a very special thing to get involved with.” - Haley Zapolski “You can read a million books about how to start a company and it’ll never answer your questions, it’ll never make you feel better. Sometimes, it’s just having a conversation with someone who’s been there, done that, or is going through the same thing.” - Haley Zapolski “Entrepreneurship is definitely non-traditional thinking, it’s not what they teach you in school. They don’t teach you how to start a company, they teach you to probably work for someone else.” - Haley Zapolski

Resources Mentioned: https://www.ec.co/# (Nashville Entrepreneur Center)

Connect with Haley on https://www.linkedin.com/in/haley-zapolski-zap%E2%9A%A1-a3a146119/ (Linkedin), send her an email at hailey.zapolski@ec.co

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 Jumpstart Foundry from a Traditional VC Fund Typical volume of applications they receive Helping the majority of companies achieve “base hits” rather than one company to hit a homerun The power of the network they have at Jumpstart Foundry Healthcare industry in Nashville

[32:52 – 42:51] Closing Segment Themes in management teams that prove successful Common things that result to startups failure If you were speaking to a student, a recent graduate, or a woman who wants to get into the Venture Capital Industry. What advice would you give? Connect with Eller. See Links Below. Final words

Tweetable Quotes: “I think women inherently have more experience and more exposure to healthcare decisions. They are typically the ones making the most health care decisions in their family unit. So they are acutely aware and understand healthcare.” - Eller Mallchok “Two of the things that most often results in startups failing are: no market need and running out of money. So if you can address both of those potential points of failure, then you’re much better positioned for success.” - Eller Mallchok “the power of your network early on is very very real. Getting even just connected to people in this space is important, and doing whatever you can to bring value to them.” - Eller Mallchok

Resources Mentioned: https://jsf.co/ (Jumpstart Foundry) https://www.dickinson.edu/ (Dickinson College)

Connect with Eller, follow her on https://www.linkedin.com/in/ellermallchok/ (Linkedin), send her an email at eller@jsf.co. Visit https://jsf.co/ (https://jsf.co/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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-value life insurance policy Management service organizations(MSO) Estate planning life insurance benefits Shawn’s advice to clients in terms of premium finance insurance Lessons learned from Shawn’s career in the premium finance business The best time they can best serve their clients

[21:09 - 23:20] Closing Segment Connect with our guest. See Links Below. Final words

Tweetable Quotes: “For individuals looking to get into this space, you have to have the banking relationships, clients that want to get into it, and know the pitfalls of it.” - Shawn Goheen

Resources Mentioned: https://goheencompanies.com/ (Goheen Companies)

Connect with Shawn on https://www.linkedin.com/in/shawngoheen/ (Linkedin) or send him an email at shawn@goheencompanies.com or kcoggin@goheencompanies.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 educate yourself in the mineral space Check out the Minerals and Royalties Council

[36:15 – 43:32] Investment Advice from Tim Tim’s advice for investors in response to the Biden Administration’s plan in the market Ideal states to be investing in with regards to oil and gas markets The right way to get started investing in the oil and gas markets

[43:33 - 45:25] Closing Segment Connect with Tim. See Links Below. Final words

Tweetable Quotes: “It doesn’t matter where we go moving forward. It’s so incredibly important that cheap reliable energy is produced, because it’s the fabric of society for anything we do.” - Tim Pawul “Do your homework. Meet with lots of different teams. Try to get a tasting menu of what’s out there, what strategies. Then pick something you like, and give it a go.” - Tim Pawul

Resources Mentioned: https://energycouncil.com/minerals-royalties-council/ (Minerals & Royalties Council | Energy Council) https://energycouncil.com/icouncil/podcasts/ (Energy Council Podcasts)

Connect with Tim on https://www.linkedin.com/in/tim-pawul-54aa9526/ (Linkedin). Send him an email at tim.pawul@energycouncil.com. You can also visit https://energycouncil.com/ (https://energycouncil.com/), to learn more.

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 not as sensitive to political regime changes Selling businesses not based on Valuation The Enemies of Compounding An illustrative riddle that shows the power of compounding Building and maintaining relationships with the right people in the industry One of the biggest mistakes Chris made

[26:21 – 32:35] Investment Advice from Chris How to train ourselves to be better disciplined and hold long term Achieve deep understanding Simplifying everything Chris’ thoughts on the “Robin Hood’s” of the Market and the whole GameStop situation

[32:36 – 41:04] Quick Hitting Questions with Chris Chris’ view on the trajectory of the Stock Market for the rest of the year Tests to base their decisions in their stock investments Recommendations from Chris

[41:05 - 43:15] Closing Segment Connect with Chris. See Links Below. Final words

Tweetable Quotes: “We don’t sell businesses on the basis of valuation.” - Chris Cerrone “There’s nothing worse than underestimating your management teams, moving on from the business and watching them do terrific things, and you are not there to participate.” - Chris Cerrone “Compound Interest is the 8th wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” - Albert Einstein “The simpler ideas tend to do better in time. Simplicity to me is one of my guiding principles, and I think it really does help.” - Chris Cerrone

Resources Mentioned: https://www.akrecapital.com/ (Akre Capital Management) https://www.akrecapital.com/the-art-of-not-selling/ (The Art of (Not) Selling) - Chris Cerrone

Connect with Chris, visit https://www.akrecapital.com/ (https://www.akrecapital.com/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 People’s Lives The Business Plan to scale the business Building relationships with community How they pick for the right people coming on board Creating trust between tenants and landlords Double bottom-line business where you are doing good and doing well How does this business make money Accuracy assets and liquidity event

[38:20 - 43:10] Closing Segment Connect with Ron. See Links Below. Final words lessons he learned from past business how he applies it to entrepreneurial business

Tweetable Quotes: “I believe, through my experience that a lot of businesses like Workforce Housing, the customers there have untapped potential that we are not tapping into. And so, as unorthodox it sounds, I wanted to tap into that in, as tenants, not just as employees as I’ve done in the past.” - Ron Lovett “When you sell, when you actually sell an asset, then you crystalized what you’ve done.” - Ron Lovett

Resources Mentioned: http://vidaliving.ca/ (VIDA living) https://scalingculture.podbean.com/ (Scaling Culture Podcast)

Connect with Ron, follow him on https://www.linkedin.com/in/ron-lovett/ (LinkedIn). Check out his website at http://ronlovett.ca/ (http://ronlovett.ca/)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

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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 Manage Approach Sectoral Approach on Equity exposure

[25:44 - 38:20] Looking in the Markets Emerging Markets and Frontier Markets The difference between having a broad market exposure and being more thematic Does debt on the Federal or Sovereign level matter in terms of ratio in GDP?

[38:21 - 50:17] Closing Segment His thoughts about the energy sector Market properties owned by Charles Connect with Charles. See Links Below. Final words

Tweetable Quotes: “What I’ve learned over the last twenty years is that when you start getting too thematic you can make a really convincing argument for a certain thing, and then it might just not happen, and then you mess up. So, I think taking a broad market approach makes sense there.” - Charles Freeman “What they tried to do is moderate the normal business cycle but in doing that I think what the trade-off is what you’re doing is you’re creating a ‘Boom And Bust Cycle’.” - Charles Freeman “It’s diversifying their portfolio, right? It is not being so dependent on oil specifically. It’s gonna be sort of multi-approach of, you know having all of those things available. I mean that’s the only way they’re gonna survive.” - Charles Freeman

Resources Mentioned: https://www.amazon.com/Essays-Great-Depression-Ben-Bernanke/dp/0691118205 (Ben Bernanke) https://www.amazon.com/Janet-Yellen-Federal-Reserve-Chair/dp/1681142031 (Janet Yellen) https://www.tesla.com/ (Tesla)

Connect with Charles, follow him on https://www.linkedin.com/in/charlesfreemancfa/ (LinkedIn). Check out his content/articles and guestings at http://www.adaptfirst.com (www.adaptfirst.com). Send a direct email to charles@adaptfirst.com

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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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 business and how he eventually found his way back to school

[04:04 – 21:23] The Mercatus Center How Kevin found his way to The Mercatus Center His work and focus Kevin talks about his research Referencing to the film The Big Short Various sections of the country affected by The recession Calculating residential investments The regulatory bodies responsible for encouraging/allowing developers The real difference between coastal cities and the rest of the country

[21:24 – 51:16] The eventual cause of The Great Recession Extreme difference between various types of cities in the country Rise of rent rates just about everywhere across the country Relative pricing differential in different types of neighborhoods The most effective way to increase the price to rent ratio on a house Cause of a structural failure in the housing market in The Great Recession Factors of migration in each city The rate of Homeownership pre and post-crisis Rates of each age group of homeowners Predatory lending and unequal access to credit

[51:17 – 1:01:35] Closing Segment A fix for The Housing Shortage/Problem What the housing market has created Connect with Kevin. See Links Below. Final words

Tweetable Quotes: “There’s a real difference between coastal cities and the rest of the country. It’s almost like you have to go to those cities and experience it to really get a sort of feeling for it, how difficult it is to get from an idea to building something around half the size you wanted.” - Kevin Erdmann “I think across the country, we need to make sure we turn a corner and find ways to make it easier for multi-unit to be a building choice.” - Kevin Erdmann “Quantitatively, the most effective way to increase the price to rent ratio on a house, paradoxically is to increase its rent.” - Kevin Erdmann Resources Mentioned: https://www.amazon.com/Shut-Out-Shortage-Recession-University/dp/1538122146 (Shut Out - Kevin Erdmann) https://www.mercatus.org/ (Mercatus Center)

Connect with Kevin, follow him on https://www.linkedin.com/in/kevin-erdmann-41b30512/ (LinkedIn). Check out his content/articles and guestings at https://www.mercatus.org/scholars/kevin-erdmann (https://www.mercatus.org/scholars/kevin-erdmann)

Connect with me: https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)

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Shut Out: How a Housing Shortage Caused the Great Recession and Crippled Our Economy (Mercatus Center at George Mason University)

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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 improve their careers Shift and Policy changes brought about by the new regime

[09:37 – 16:29] Thrive Through It What led Brittany to write her book Helping people make the shift in terms of their view on resilience Redefining the view on resilience The intention of the road map

[16:30 – 42:50] Grief, Grit, Grace Grief Powering through inequities in the workplace as a black woman Likeability bias Grit The right way and healthy way to think about Grit Leaning into vulnerability Decentering ourselves to approach hard conversations Grace Extending grace

[42:51 – 48:20] Closing Segment Actionable things you can do to make a more diverse and inclusive workforce Having leadership involvement and investment Plans should be connected to the business strategy Having an integrated learning and development strategy Final words

Tweetable Quotes: “My father would always tell my brothers and I that the biggest room in our house is the room for improvement.” - Brittany Cole “The catalyst for the book is really around helping people make the shift in terms of how we view resilience.” - Brittany Cole “Grief is so individualized, so complex, and so unpredictable.” - Brittany Cole Grit is about showing up authentically and leaning into that vulnerability. To have those tough conversations, to embrace being uncomfortable, but also to reveal, transparently, where you are so that you can fully heal.” - Brittany Cole

Resources Mentioned: https://brittanyncole.com/book-thrive-through-it (Thrive Through It) - Brittany Cole https://www.pfizer.com/ (Pfizer) https://www.amazon.com/Crucial-Conversations-Talking-Stakes-Second/dp/1469266822 (Crucial Conversations)

Connect with Brittany, follow her on https://www.linkedin.com/in/brittanyncole/ (LinkedIn), https://twitter.com/_brittanyncole (Twitter) and https://www.instagram.com/brittanyncole/?hl=en (Instagram). Visit https://www.careerthrivers.com/ (https://www.careerthrivers.com/) Connect with Excelsior GP: https://www.excelsiorgp.com/ (Excelsior GP Website) https://www.linkedin.com/company/excelsior-capital-gp/ (LinkedIn) https://www.youtube.com/channel/UCmreyaEmNbgq-6t86UtERSw (YouTube) Connect with me: https://www.linkedin.com/in/brian-c-adams/ (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!

Crucial Conversations: Tools for Talking When Stakes Are High, Second Edition

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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 http://occupyourhomes.org/ (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 http://holdfastblog.com/ (Hold Fast), cocktails, bars, and spirits at http://ajiggerofblog.com/ (A Jigger of Blog), and travel and technology at http://bloggerhamlin.wordpress.com/ (Blogger Hamlin). He has also been a contributor at http://www.americablog.com/ (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 brought to you by Excelsior Capital, an investment platform focused on democratizing private equity by providing individuals access to direct opportunities. To learn more about the firm, please visit excelsiorgp.com and connect with Bryan on LinkedIn.

[INTERVIEW]

[00:00:07] BA: Welcome to the conversation on Colloquium. Today I’ve got an old friend of mine, Matt Browner-Hamlin with me. Matt, how are you today?

[00:00:37] MBH: I’m doing great, Bryan. How are you?

[00:00:38] BA: Good. I’m going to give a little bit of kind of the bio and then we'll get into some of the work that you've been doing. And as context, Matt and I went to college together a long time ago and was a good friend of mine in school. And then as many of us in our kind of pre-Facebook generation, just kind of lost track of each other frankly. And it's been probably a good 10 years since we last spoke. But it's fun to get reconnected. And you've been doing some really interesting things. So I’m excited to get into it.

So his background, Matt is an accomplished technology strategist, data-driven campaigner, digital marketer and writer. He is currently the interim chief technology officer at Greenpeace International. Greenpeace is a global independent campaigning organization with offices in 55 countries. Matt has previously worked for a direct consumer renewable energy startup, international human rights, labor economic justice campaigning context, as well as in American politics and presidential incentive campaigns, as well as some other interesting blogging and content creation that you've made over the years, which we'll probably get into.

But, first, I really want to dig into kind of Greenpeace itself. I think a lot of people in our minds think of the efforts they had against Japanese whaling and the kind of images of television. But it's actually a much older organization. Can you maybe talk a little bit about how you found yourself at Greenpeace and give folks a little bit more context about the originations of the organization and what the focus is today?

[00:02:11] MBH: Yeah, sure thing. And, first, thanks for having me on, Bryan, and it's great to reconnect on this occasion. It's been a long time. And I think a lot of us are using the COVID times to build back old bridges and have conversations that are probably long overdue, but easily slip past when it's hard in our regular life. So thanks for having me on.

[00:02:28] BA: Yeah. Absolutely, man.

[00:02:29] MBH: So Greenpeace is about to turn 50. I think in 2021 is our 50th anniversary. And the organization has its roots in anti-nuclear campaigning. And the story of its founding actually goes back to a bunch of activists in Canada who were really opposed to ongoing U.S. nuclear testing in...

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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. David is the founder and CEO of Family Capital Strategy, which is a boutique consultancy, that provides strategic insight, investment, governance, development, and family office design for families facing liquidity events, generational transitions and other significant changes.

Prior to founding the firm, David has an extensive background conducting strategic and investment analysis. And he served as a partner and Portfolio Manager at a 20-year-old asset management firm, co-founded a long short hedge fund, and was also a senior equity analyst working with large hedge fund and private equity clients. So, a very diverse background and I think given all of that, this will be a very compelling conversation.

Before we get into it, the biggest takeaway I had from reading your book, which is called When Anything Is Possible, and I encourage anybody listening to go check it out. And I'm sure we’ll, at the end of this, provide you some opportunities to connect with David and also access the book. But this is a light motif throughout your book, which is it's all about the why. So, maybe before we get into the guts of the book itself, why did you sit down and write this thing?

[00:02:11] DW: Yeah, great question. I think it comes down to a couple of things, appreciate the bit of bio on my end and I've been very fortunate over the course of my career to work with a lot of different types of investors, a lot of different types of families. And I think what I was struck with was, we would have conversations and even when I was was a portfolio manager, managing portfolios for clients, you would sit down and have a conversation with someone and as a portfolio manager, you're kind of like a chef, where you've got a bunch of different ingredients that you can put together to build a portfolio. But until you know whether the client wants Chinese food, Italian, or hamburger, it's really tough to put something out there that's going to be aligned. And what I found was, you would get into a conversation with a client, begin to start walking down this path of what are you trying to accomplish with your wealth? What's really the priority set? It's a really squishy nebulous kind of ephemeral concept. And the challenge was that almost to a tee, that conversation would be something that families would say, “I want to make sure that I can travel”, in which pre-COVID, such an important part of modern life is, it's so easy to get around the world, they want to see their grandkids, and they may have a few philanthropic causes that they care about. But that was it, that was kind of the full total of the conversation.

And really whatever level of net worth you are, I think you've got a pretty broad range of choices, especially once you start getting into what's called kind of the ultra-high net worth category, which is typically kind of around the $25 million mark, especially as you go from there on up into the multi...

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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, https://www.linkedin.com/in/brian-c-adams/ (Brian Adams), Founder & President of https://www.linkedin.com/company/26493795/admin/ (Excelsior Capital), spoke about the future of technology’s place in commercial real estate with https://www.linkedin.com/in/abhinavsomani/ (Abhinav Somani), Managing Director at https://www.linkedin.com/company/leverton/ (Leverton Intelligence), https://www.linkedin.com/in/bennettwashabaugh/ (Bennett Washabaugh), Co-Founder & CEO of https://www.linkedin.com/company/tenantbase/ (TenantBase), and https://www.linkedin.com/in/carriefruge/ (Carrie Fruge), Strategic Account Director at https://www.linkedin.com/company/juniper-square/ (Juniper Square).

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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 Wellness Officer at Namaste New York. She has a bachelor's degree in social work from NYU. She began her career in 1995 as a clinical social worker treating adults, children and adolescents and inpatient-outpatient mental health settings. And in the process of building her mental health practice, she also pursued her personal wellness objectives, and in so doing became a certified yoga instructor along with a lot of other things. And the master of these disciplines has combined with an intense fascination for eastern wisdom and proven to be invaluable assets to professional path.

So that's a lot what. I really want to get into is when I was reading your book, and I’m a 38-year-old white guy who's in finance, and pre-COVID was grinding a lot, traveling, getting up early, trying to cram in as much as I possibly could in the day. I’ve got two little kids, a wife who works. The biggest thing that struck me right off the bat was talking about how abundance does not necessarily equate with success or wellness. And the realization and the self-reflection by me that even though I have really nice things, I live in a nice house, I belong to a nice country club, we don't really have any needs or wants. I often find myself thinking that all of these material things that I have or these memberships that I have, they don't really bring me much joy or happiness. And I don't spend a lot of time reflecting on that because it makes me sad. But I do think it's a conversation that for people who are in that 35 to 55 year old demographic, it's a conversation that we should be having. I think it's important. So maybe if you could expound on that a little bit, that concept and how you fleshed it out with some of your clients and people in your network.

[00:02:43] JW: Absolutely. So it's really, really interesting, because back when we started our business, and this was back kind of in the early 2000s. Officially we started in 2003. I really ended up in living rooms, in offices with some of the highest performers, most incredibly brilliant and wonderful people in the world quite frankly. And one of the things that became really, really clear to me after sort of doing this work for a number of years is that again and again people would come and say, “I’ve achieved X, Y and Z. I’ve met my financial goals. I’ve exceeded my financial goals. I’ve gained all the letters and the titles that I want after my name.” All of these resume items that check the box and say, “But somehow I’m just not feeling as good as I thought I would feel.”

And this often time came particularly after sort of a hyper focus on that external achievement or external wealth for a period of time, which in many ways was the greatest strength of these people, this intense focus, this intense commitment, this intense drive, this intense intelligence. All of those things are huge strengths, but it was those exact same things

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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 still a professional. I’ve got an advanced degree and I was able to go through the myriad of what they tell you, right? Go to school. Do well. Get a good job. Get married. Have kids. Work for 40 years and quit. And I didn't have any challenges there. I got to do all of those things pretty easily, but in 2010 I went through what I would consider a depression. I didn't actually go talk to anybody to get that diagnosis, but I was sad. I was really sad and this stuff that I’ve been chasing didn't feel fulfilling. And I don't know that that's any different than most people that are in that age group or maybe a little bit older.

[00:01:48] BA: How old were you when this went down?

[00:01:51] JM: 27. So I just broke six figures the year before. And so it's just like, “Oh, everything's happening,” and that's where it's supposed to be magical, right? You make six figures and all your problems go away because you're rich. And not anywhere close to being the truth, but where I came from that was kind of the idea, is like you make six figures, you can do anything.

And so I had to go through and answer those questions and start asking some really tough questions. I started asking what I believe. Why I believed it. Who was I actually? Where did it come from? And I mean I could go on and on. I questioned everything including religion and why I was doing the practices and traditions that I was doing. And for anything that I couldn't ground and why I believed it and I realized that I was just being – I had been programmed as a child and I was just continuing to live that out. I made an adjustment. And I stopped doing things. Bryan, this will be super – I’ll call it simple, but like people say bless you. They said it for years and centuries or whatever, but why? I got that basic with my questions.

And what I realized was you're not going to die. So saying bless you because your heart stopped because you sneezed it's the only kind of scientific explanation that I’ve ever heard. It just didn't make sense. And so when you go to things that fundamental and foundational and then you start rebuilding your life and you start to understand, “Hey, this is different.” I think you begin to see the world in a different way. And so I went through that transformation, and it's a really long answer to a pretty short question, but my view of the world has very little to do with me as a black man. I don't have a great instance of racism or me being held back by the man or anything else. In fact, it's probably shameful for me to say, but it's a statement of fact. People outside of my race have done more to advance my position whether it's financial or relationships or any other position that you can think of and privilege than people within my own community. And I don't think – And I can say this with certainty. It's not because they didn't have the opportunity to advance it. They just didn't.

And so I frame it that way and I have a totally different conversation than most people. Do I understand what some people

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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, https://www.linkedin.com/in/brian-c-adams/ (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 https://www.linkedin.com/in/aaron-flinn-981b6017/ (Aaron Flinn) of Waller, Lansden, Dortch & Davis, https://www.linkedin.com/in/chriswhite-cfp/ (Chris White) of Chronicle Partners, https://www.linkedin.com/in/josh-peifer-cpa/ (Josh Peifer) of Ernst & Young, and https://www.linkedin.com/in/william-crenshaw-16123723/ (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

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On June 19th, https://www.excelsiorgp.com/brian-adams/ (Brian Adams), President and Founder at https://www.excelsiorgp.com/ (Excelsior Capital) spoke with https://www.linkedin.com/in/biffpusey/ (Biff Pusey), Partner at https://kimblecpa.com/advisory/ (Kimble Advisory), and https://www.linkedin.com/in/djvankeuren/ (DJ Van Keuren), President at https://www.usfamilyofficerealestate.com/ (Family Office Real Estate) about the best practices for family offices and boutique wealth advisors to invest in alternatives.

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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 https://www.jumpstarthealth.co/vic-gatto (Vic Gatto) CEO of https://www.jumpstarthealth.co/ (Jumpstart Health Investors), https://www.linkedin.com/in/john-morris-972959a/ (John Morris, MD) Chief of Staff, https://www.vumc.org/ (Vanderbilt Medical Center) and https://www.linkedin.com/in/miller-morris-8b073b89/ (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.

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“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

The Capital Club: Recent Episodes

Brian Adams

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