Effective Family Office Podcast

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Swiss Economist Marc Faber on Black Swans, Bad Government Policy and WEF.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Hugh Hendry on St Barts, Economics and the Matrix.

Recorded 12/21 In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with PlanB who shares his views on Bitcoin, Crypto, and much more!

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Lowery who shares his views on Bitcoin, Government, and the Matrix.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, Founder of Robinson Global Strategies who shares his views on Why the Modern World Doesn't Work, Putin, China, and The Metaverse.

In this episode, we sat down with the World's #1 life and business strategist, Tony Robbins. Nearly 8 years ago, Robbins published what is still one of the best-selling financial books of the century, Money: Master the Game. Robbins has unprecedented access to many of the world's leading financial minds from Ray Dalio to Paul Tudor Jones to Jeff Gundlach to Steve Forbes and many others. We all want to know, what are the world's leading investors doing to navigate the post-pandemic world where inflation is raging, real rates on bonds are negative and the global stock market is at a 100 year high. We also cover many other interesting topics such as… How business owners, including Robbins, have had to pivot to learn to thrive in this new world How to protect oneself against an inevitable correction or crash? How top investors are looking at Cryptocurrency? And of course, how to expand your goals of impact to create true fulfillment? Joining Robbins is Ajay Gupta, Robbins' long-time personal advisor. Gupta is recently retired from his role as Chief Investment Strategist of a $90 Billion Investment Advisory firm. I ask many probing questions on how he manages his own personal wealth and what he is sharing with many of the ultra-high families in his network. And to round it off, Robbins and Gupta were joined by Christopher Zook, founder of CAZ Investments, a 20-year-old firm that provides exclusive access to unique alternative investments. Christopher shared some very interesting strategies related to private equity, private credit, and mitigating risk in the event of a market correction or crash. NOTE: The speakers spend time discussing tail hedging as a way to mitigate risk if or when the market corrects. They use insurance as an analogy in the same way one would insure their car or home. Keep in mind, any references made in this discussion are related to tail hedging, and do NOT refer to an actual insurance product.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Adam Robinson, Founder of Robinson Global Strategies who shares his views on investing, government, inflation, interest rates, Bitcoin, and gold.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lyn Alden, Founder, and CEO of Lyn Alden Investment Strategy who dives into her insights and strategies on investing.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with James Altucher on problem-solving, investing, Bitcoin, and much more!

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with PlanB @100TrillionUSD on Twitter who share their thoughts on Bitcoin.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Michael Saylor, Founder, Chairman, and CEO of MicroStrategy who shares insights on economics, Bitcoin, and the important factors in key decision making.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Rick Rule, CEO of Sprott U.S. Holdings who shares why we should care about gold now.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Adam Robinson - an advisor to among the world's largest investors.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with economist and best selling author, Jim Rickards. Together, they exam the new, great depression upon us and what a post-pandemic world will yield.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Jeff Stephens and Scott VanderMeer, co-Founders of Infusion 51a. Together, they discuss life sciences and bio-pharmaceutical firms, with a particular focus on the precision medicine sector.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with James (JJ) Sowers - a successful investor and angel investor who has been active in the world of bitcoin, crypto, and digital assets.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with acclaimed investment strategist, Lyn Alden, Founder and CEO of Lyn Alden Investment Strategy. Lyn shares her investment outlook for family offices.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Raoul Pal - a Goldman Alum, Retired Macro Hedge Fund Manager, Co-Founder of Real Vision, and Rum Drinker on the Greatest Asymmetrical Investment in Decades.

In this episode of The Angelo Robles Podcast, host Angelo Robles speaks with Jeff Stephens, Co-Founder & Managing Partner, Infusion 51a. Together, they discuss why your family office should create an internal VC firm and how to take steps to implement this strategy.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Jeremy Lurey, President, and CEO of Family Legacy 1 st and CHIEFEXECcoach. Together, they dig into strategies and tactics for building a family business during tough times.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with the founding partner of Prime Moers Lab, Dakin Sloss, and Bill Gross, founder of IdeaLab, the longest-running technology incubator.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jeff White, Single Family Office Executive, Skyview Capital, where he shares his insights after decades of experience that encompass private equity, investment banking, and executive management.

In this episode of the Effective Family Office Podcast, host Angelo Robles dives into his own world. As the founder and CEO of the Family Office Association, Angelo supplies answers to burning questions around issues surrounding single-family offices.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with dual Swiss and U.S. citizen, attorney, and investor, Reaz Jafri, Founding Partner, Withers Consulting, who shares his geopolitical thoughts and ideas on dual citizenship and immigration.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Jeremy Lurey, Founder, and CEO of Family Legacy 1st and CHIEFEXECcoach. Dr. Lurey shares his insights on how to improve performance and produce better business results.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with professor and futurist, Vivek Wadhwa, who shares his views on China, Tik Tok, and Microsoft.

In this episode of the Effective Family Office Podcast, host Angelo Robles shares his own insights on how to create an adaptive, resilient, anti-fragile family office that thrives generationally.

In this episode of the Effective Family Office Podcast, host Angelo Robles shares his own insights on two advanced strategies for billion-dollar-plus families and their family offices.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Ma, Founder, CEO, and Chief Mentor at ThreeEQ. He’s also the acclaimed author of Young Leaders 3.0 and shares with Angelo his insights for the next generation to come on leadership and what life success looks to be in the future.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dave McClure, Founder, and CEO of Practical Venture Capital and Founder of 500 Startups. He shares why he actively gives back as an angel investor.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Mark Anson, CEO, President, and Chief Investment Officer for the Commonfund with $30 billion of AUM. He shares his insights on mitigating and hedging illiquid portfolio risk.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lieutenant Commander Delgado, a retired United States Navy SEAL, who shares his insights on Red Cell War Games and Disaster Simulation Planning for Family Offices.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Peter Mallouk, President and CEO of Creative Planning - a comprehensive wealth management service provider. Peter’s work includes investment management, financial planning, charitable planning, retirement plan consulting, tax service, and estate planning services.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jeremy Grantham, Co-Founder of GMO, LLC. and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Joelle Jarvis, Founder of The Mindset Partnership, Executive Coach to Some of the Most Powerful Families, VC and PE Partners. With over 20 years of unique experience having served and worked with some of our country's most famous personalities, she shares her insights on what it takes to lead during challenging times.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jeremy Grantham, Co-Founder of GMO, LLC. and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is a member of the GMO Board of Directors and has also served on the investment boards of several non-profit organizations.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Ryan Ansin, Co-Founder of Revolutionary Clinics, Codie Sanchez of Entourage Effect Capital, and Morgan Paxhia, Co-founder of Poseidon Partners who share their insights on the cannabis industry and how they feel it is poised to thrive.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Marcus Frampton, CIO of the Alaska Permanent Fund. Prior to joining APFC, Marcus held diverse roles ranging from investment banking with Lehman Brothers, private equity investing with PCG Capital Partners, and as an executive with LPL Financial, a private equity backed portfolio company.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Dr. Peter H. Diamandis Founder and Executive Chairman of XPRIZE and Mei Mei Hu, Co-Founder of COVAXX and United Neuroscience. He shares his insights on entrepreneurs, technology, investing, and COVID-19.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Jason Calacanis, a serial entrepreneur, angel investor, host of the podcast, This Week In Startup, and writer. He shares how accredited investors can source deals, evaluate startups, negotiate deals, and more.

In this episode of the Effective Family Office Podcast, host Angelo Robles shares his insights and thoughts on playing out 'what if' scenarios. Angelo shares how to do a disaster simulation exercise for the family and its single-family office.

In this episode of the Effective Family Office Podcast, host Angelo Robles shares his insights on what it takes to effectively manage a remote team. From coordinating times for calls that work across different time zones to keeping communication and technology in check, Angelo shed light on best practices and offers his insights on building your remote team.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Rishi Ganti, Partner with Orthogon Partners who shares his insights on best practices of the diligence of alternative investment managers.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with an anonymous single-family office executive who shares his insights on investing and running a single-family office during a crisis.

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In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Lonnie Gienger, Bill Lappas, and Moses Gross who share insights and perspectives on real estate challenges and opportunities during and post Covid-19.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with David Lesperance JD, Founder of Lesperance & Associates. David is one of the world’s leading international tax and immigration advisors and discusses what it takes to become a global citizen, dual citizenship, domicile optionality, and more.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Nancy Davis, Managing Partner and CIO of Quadratic Capital Management LLC. As a Wall Street Veteran and Goldman Alum, Nancy shares her insights on the markets and what it takes to managing volatility during times of crisis.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Pascal Levensohn of Levensohn Venture Partners. After spending 25 years as a Silicon Valley VC, Pascal shares his thoughts on opportunities that arise during a crisis, his insights on online entertainment, gaming, and healthcare.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Andrew Eberhart and Paul Ghaffari of Wingspan Capital. They share insights on how single-family offices should invest during COVID-19 and the importance of uncorrelated assets.

In this episode of the Effective Family Office Podcast, host Angelo Robles speaks with Maneesh Shanbhag, Founder, and CIO of Greenline Partners. Maneesh is responsible for research and the management of customized portfolios for institutions and taxable families as well as advising them on their broader investment goals.