Family Office Insights Video PodCast: Recent Episodes
ARTHUR ANDREW BAVELAS
WHAT IS FAMILY OFFICE INSIGHTS? Private Is Power – Family Office Insights is a private invitation only, collaborative peer-to-peer community of single family offices, qualified investors and institutional investors.
WHY FAMILY OFFICE INSIGHTS? RADICAL TRANSPARENCY EVERYONE HAS AN AGENDA “Where one stands, often depends on where one sits”
Family Office Insights agenda: to grow a well curated like-minded investor community that seeks to help protect, expand, and nurture wealth for multiple generations. Family office insights revenues are strictly from presenters who pay a flat fee to present to the community or subscription fee to maintain updated offering data. A safe environment to explore opportunities A safe place to meet other like-minded peers No Community Fees No Success Fees No Pressure As a Community Participant You Are Welcome to Enjoy: Exclusive Community Opportunity Gathering Invitations “Opt-In” Interest Profile Peer-To-Peer Gatherings & Private Networking Co-Investment Opportunities with Like-Minded Investors Peer Insights Reports Commune With Your Peers: A safe, private, curated environment where investors not only learn from experts, thought leaders and asset managers, but also from their peers. The private Family Office Insights investor community represents a wide spectrum of investment views and levels of investment knowledge. Family Office Insights community participants share a commitment to improving their understanding of the complexities of the financial landscape with their peers and seek to become more effective stewards of wealth.
Arthur Andrew Bavelas, Founder of BavelasGroup Family Office, Family Office Insights, Arthur’s Round Table Series, Family Office Funding Challenge , Global Business Network, The Family Office Impact Summit, Creator of The Bavelas Index (TBI)™ Family Office Investor Sentiment Index™
As a globally recognized entrepreneur, author, and family office investor. Arthur Bavelas is a pioneer in developing one of the first private opportunity review networks, Family Office Insights, for investors within the family office community.
Fostering a collaborative method of evaluation and delivering a more efficient potential investment pipeline, Family Office Insights initiates timely peer-to-peer review of limited access investment opportunities.
Driven by dissatisfaction at lack of choices for private capital allocation, he founded Family Office Insights in 1998 to provide meaningful access and engagement opportunities for active, socially conscious entrepreneurs and wealth managers.
Mr. Bavelas draws upon his own experience founding, building and exiting a successful technology startup to evaluate current opportunities that often feature innovative intellectual property, bridge customer/market access, or solve some of the world’s most daunting challenges.
As a founder of The Family Office Impact Summit and other impact efforts, Mr. Bavelas seeks to raise awareness and provide open access to technologies and innovation to effect societal and environmental change.
He frequently speaks about wealth preservation, the new economy, entrepreneurship and legacy investing. His has co-authored several books and has been published in The Wall Street Journal, Bloomberg, and many others.
TestZone is global health security provider of multi-layered screening programs to keep spaces safer. Founded by recognized leading experts in medical science and public health, we create customizable onsite solutions for any institution or business who needs to keep the doors open by keeping their people healthy against always evolving health threats. Health threats have changed the way we do business, probably forever. But shutting down, even for a few days, is simply not a financial option. Additionally, the risk of legal action, should an organization be perceived as “not doing enough” to keep its population safe, is enough to keep any CEO awake at night. Therefore, there is no question that a strategic health security program is now imperative for any successful organization. Building a foundation of health security ensures long-term protection of your people (and your bottom line). Some companies provide just one piece of the puzzle (such as testing services). That’s putting on a band-aid. Temperature checks at point of entry are not enough. IT Security companies don’t protect against just one threat – one malware, one phishing scam, etc. Health Security companies must also provide comprehensive protections. TestZone builds fortress; a multi-layered, fully-staffed public health solution designed to mitigate viral spread long term, not just tomorrow. The combination of services is what will get people back to work and school.
Terry Ellis is the co-founder of the Chrysalis Music Group and the former President of Chrysalis Records, Inc. USA, where he personally signed and guided the careers of Blondie, Billy Idol, Pat Benatar and Huey Lewis and the News. SPECIAL OPPORTUNITY: Join us for a private Family Office Insights Webinar/Teleconference featuring Chrysalis Orchestra LLC Chrysalis Orchestra LLC is planning to launch a touring orchestra playing dynamic reinterpretations of the great compositions of the rock era, performing up to as many as one hundred shows a year to audiences of wide demographics in cities across the United States and Canada
A Private Family Office Insights "Luminary Series" a chat with guests Chris Fischer, Founding Chairman and Expedition Leader for OCEARCH & Francois-Xavier Hotier, President of ULYSSE NARDIN Americas
July 29th at 2:15 PM Eastern.
OCEARCH is a U.S.-based nonprofit, independent research and education organization whose mission is to accelerate the ocean's return to balance and abundance, through fearless innovations in scientific research, education, outreach, and policy, using unique collaborations of individuals and organizations in the U.S. and abroad. Since 1846, the powerful movement of the ocean has inspired Ulysse Nardin in its singular quest: the constant innovation of mechanical timepieces. Two brands inspired by the majesty of the seas and built on the foundation of perpetual innovation, OCEARCH and Ulysse Nardin have joined forces to inspire and further research of our ocean’s most misunderstood inhabitant: the great white shark. You too will be inspired to join the mission and live in the biggest room in the world.
0:00 Intro FOI Luminary Series 0:19 About OCEARCH 1:02 Download OCEARCH App 1:13 FOI Luminary Series Webinar Starts 3:55 Chris Fischer Introduction 4:27 Video - Executive Summary of the biggest challenge in the ocean's space 5:27 OCEARCH partners with Ulysse Nardin
Arthur Andrew Bavelas founder of Family Office Insights sit down for a fun, interesting and inspiering chat with the "Mooch" Anthony Scaramucci is the Founder and Co-Managing Partner of SkyBridge Capital. He is the author of four books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), and Trump: The Blue-Collar President. Prior to founding SkyBridge in 2005, Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co. In 2016, Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. In November 2016, he was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the EXIM Bank. He served as the White House Communications Director for a period in July 2017. Scaramucci, a native of Long Island, New York, holds a Bachelor of Arts degree in Economics from Tufts University and a Juris Doctor from Harvard Law School.
Join us for a Private Family Office Insights Luminary Interview with Eric Noll, Chief Executive Officer of Context Capital Partners
Context Family Office Insights YouTube Channel
Context’s CEO, Eric Noll will share his market insights alongside Arthur Andrew Bavelas – the CEO and founder of Family Office Insights.
Eric will explore the current market environment and volatility and reveal how Context is seeing investors position themselves right now.
Crypto and SPACS continue to be in the spotlight – and Eric sheds some light on the volatility, opportunity and trappings that exist.
March 4th at 3:15-4:15pm EST
Eric Noll is an options trading, market structure, and investment expert with more than 30 years of accomplishments innovating financial technologies and investment products.
As the current Chief Executive Officer of Context, Eric leads the capital introduction, investor relations, and fundraising community of hedge funds, institutional investors, venture capital, entrepreneurs, and asset management firms connecting on Context 365.
Eric led Context into the forefront of digital transformation in 2020 by launching ""Context 365"", which creates real-time, anytime, global connections with machine learning technology. With Eric's guidance, Context's elite team of executives, technologists, investor relations, data scientists, and marketers have helped facilitate more than 12,000 meetings among managers and allocators.
Before joining Context, Eric was president and CEO of Convergex, where he was instrumental in transforming the firm by revitalizing its culture, product lines, and approach to the market, which led to the firm's successful acquisition by the Cowen Group in 2017. Prior to Convergex, he served as Nasdaq executive vice president of transaction services, growing revenue and expanding market share while establishing four new trading venues. Eric oversaw the operated exchanges and transaction platforms in the US and UK, including nine exchanges, three options exchanges, and two futures exchanges.
Before the United States Senate and House of Representatives, Eric has also testified to guide policy on market structure, equity, and ETF trading. He is currently appointed to FINRA Board of Governors and serves as chair Board of Trustees, Franklin & Marshall College; chair, Historical Society of Pennsylvania; and trustee, Pennsylvania Academy of Fine Arts.
He is a frequent on-air contributor at CNBC, Bloomberg TV, and Fox Business with profiles in The Wall Street Journal, Reuters, Money Magazine, and the Financial Times on topics related to asset class growth; rise in popularity of SPACs, private equity, venture capital, hedge funds; the dominance of story stocks; increasing use of options; and cryptocurrencies.