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Hello podcast listners, Today is a very special episode with David McInnis, CFP, MBA, principal and co-founder of East Paces Group. Before joining East Paces Group and ACG Wealth, David was a financial consultant for A.G. Edwards, now Wells Fargo Advisors. He also worked as a Senior Investment Consultant and Senior Portfolio Manager at Morgan Stanley. David. Earned his MBA from Georgia Tech. In today’s episode we discuss his approach to investing, financial planning and his views on real estate. Enjoy and thanks for the listen!
Money Talks - Financial Learning Tips from a Chief Investment Officer Part 3 Today is the last part of a three-part series with Greg Silberman, CIO of ACG Wealth. Greg is responsible for managing the firm's Global Investment Portfolio, as well as supervising the implementation of the company's Asset Management Strategies. Here are more key points on today’s episode: Diversification as the best way to help clients achieve their goals. The advantage of having business experts on your team. Why patience is definitely a virtue. Investing is not one size fits all. So join us on today’s episode and learn all about managing and growing your finances. 01:11 (Steve introduces today’s guest, Greg Silberman, CIO of ACG Wealth.) 02:13 (Greg talks about the importance of getting an expert looking after your business.) 07:37 (Greg shares his predictions about the future of the market.) 13:55 (Greg shares his knowledge about Bitcoin and cryptocurrency.) 18:32 (Greg gives his final words of wisdom to the Awesomers.) Welcome to the Awesomers.com podcast. If you love to learn and if you're motivated to expand your mind and heck if you desire to break through those traditional paradigms and find your own version of success, you are in the right place. Awesomers around the world are on a journey to improve their lives and the lives of those around them. We believe in paying it forward and we fundamentally try to live up to the great Zig Ziglar quote where he said, "You can have everything in your life you want if you help enough other people get what they want." It doesn't matter where you came from. It only matters where you're going. My name is Steve Simonson and I hope that you will join me on this Awesomer journey. SPONSOR ADVERTISEMENT Empowery, the name says it all. Connecting E-commerce entrepreneurs with great people, ideas, systems and the services needed to sustain business dynamic into growth. Empowery is a network; a cooperative venture of tools and resources to make you better at what you do. Because we love what you do. We are you. Visit Empowery.com to learn more. You're listening to the Awesomers podcast. 01:11 (Steve introduces today’s guest, Greg Silberman, CIO of ACG Wealth.) Steve: Okay, everybody we're back again Steve Simonson joined today by Greg Silberman on the Awesomers.com podcast series, and we've been talking about investments in various strategies and ideas about how to get a look at least from the 30,000 foot view of investments. I definitely agree as you talked about before the break, Greg, that you know the idea of being diversified is a fine idea whether it's a range of stocks or you know range of even private equity types of deals. You know there may be some allocation towards that higher risk but high reward stuff. But do you have a basic or easy to understand idea that would help us say, “Hey, why should we use somebody like ACG, somebody who's a wealth specialist versus just going and you know putting all the money in one of these mutual funds.” And you know they got ten thousand stocks so that's super diversified. That's got to be better. At least that's what they would tell us. How would you guys respond to that kind of issue? 02:13 (Greg talks about the importance of getting an expert looking after your business.) Greg: Steve, that is, you touched on kind of the million dollar dollar question there. So let me tell you my answer and obviously there's no right or wrong answer to this. My view is that in investing, there is a season and a time for everything. And so that means there is a season for mutual funds, there's a season for ETFs, there's a season for Robo-advisors, and there's a season for private equity, okay. I don't know when those seasons are. They don't, certainly don't ring a bell and say, “You know it's now time to go into bonds,” or whatever the case may be. So again, diversification is probably the best way that I can help my clients achieve their goals. That means,
Money Talks - Financial Learning Tips from a Chief Investment Officer Part 2 In business and finances, diversification is always the key. It’s all about exploring new markets and taking new risks. Today is a continuation of a three-part series with Greg Silberman, CIO of ACG Wealth. Greg is responsible for managing the firm's Global Investment Portfolio, as well as supervising the implementation of the company's Asset Management Strategies. Here are more takeaways on today’s podcast: Greg’s professional experience working with J.P. Morgan. His experience as a Chartered Financial Analyst. Why the more wealth you generate, the more diversification you should have. So listen to today’s episode to learn more about financial diversification as a means of managing risks. 00:41 (Steve recaps the last episode.) 01:44 (Greg talks about J.P. Morgan.) 04:27 (Greg shares his experience as a Chartered Financial Analyst.) 11:50 (Steve and Greg talks about business venture.) 14:55 (Greg’s talks about ACG.) Welcome to the Awesomers.com podcast. If you love to learn and if you're motivated to expand your mind and heck if you desire to break through those traditional paradigms and find your own version of success, you are in the right place. Awesomers around the world are on a journey to improve their lives and the lives of those around them. We believe in paying it forward and we fundamentally try to live up to the great Zig Ziglar quote where he said, "You can have everything in your life you want if you help enough other people get what they want." It doesn't matter where you came from. It only matters where you're going. My name is Steve Simonson and I hope that you will join me on this Awesomer journey. 00:41 (Steve recaps the last episode.) Steve: It is a fascinating story, first of all it's hard to top hot audit talk. But when you get into derivatives swaps I mean come on we're good, we're just laying it out there for these guys, pure gold baby. So now, I love nerdy stuff and I'm a kind of a longtime computer guy Linux and all that from way back. So I definitely appreciate the fact that you were the guy at a world-class firm still to this day, J.P. Morgan would be a top five, or top three firm, if not the number one firm. What a great experience, and what a great opportunity for you to be there on the ground floor. By the way, that image you painted kind of seeing that the stock floor kind of opened up that very telling. Because that exciting floor atmosphere was something I think drew a lot of young people and especially those numbers, fascinating that you saw that. Once you got to J.P. Morgan, you started in that derivative business did you find that resonated with you, did you like that more than anything? It sounds like you did. 01:44 (Greg talks about J.P. Morgan.) Greg: I did. No question about it. I try to brush up as best as possible my visual basic skills and so I would create VBA scripts, to help. And then the whole question of valuation and linking into Bloomberg terminals and getting real-time valuation and front office to back office. It was just a wonderful experience and a great organization. But again Steve, it was just the scale which was just which just blew me away, I mean the notional value of these derivatives. Were in the hundreds and hundreds of millions of dollars. You speaking to a South African boy key, as we call him like a little South African guy, who was used to dealing with rands and Saints. It was just compelling for me and I thought it was almost like a puzzle, like I needed to figure out how this puzzle worked, and certainly most. So I had always been the case, but became even more of a market student went ahead and did my CFA and read all the market grapes, and the great traders, try to follow and understand. And I think that's when my education really did begin, because being an investor is very much again leaning back onto my psychology viewpoints. Being an investor is very much about
Money Talks - Financial Learning Tips from a Chief Investment Officer Part 1 Behavioral Finance is crucial in identifying and understanding why people make certain financial choices. On today’s podcast, Steve Simonson introduces us to Greg Silberman, CIO of ACG Wealth. Greg is responsible for managing the firm's Global Investment Portfolio, as well as supervising the implementation of the company's Asset Management Strategies. Here are some key points on today’s episode: Greg’s origin story growing up in South Africa. How he started his professional career as a Chartered Accountant. The different kinds of clients they serve at ACG. So listen to today’s episode to learn more about Behavioral Finance or the Psychology of Investors. 01:35 (Steve introduces today’s guest, Greg Silberman, CIO of ACG Wealth.) 03:39 (Greg talks about his origin story.) 05:53 (Greg talks about the kind of clients they serve at ACG.) 12:13 (Greg talks about his first job.) 16:36 (Greg shares his defining moment.) Welcome to the Awesomers.com podcast. If you love to learn and if you're motivated to expand your mind and heck if you desire to break through those traditional paradigms and find your own version of success, you are in the right place. Awesomers around the world are on a journey to improve their lives and the lives of those around them. We believe in paying it forward and we fundamentally try to live up to the great Zig Ziglar quote where he said, "You can have everything in your life you want if you help enough other people get what they want." It doesn't matter where you came from. It only matters where you're going. My name is Steve Simonson and I hope that you will join me on this Awesomer journey. SPONSOR ADVERTISEMENT If you're launching a new product manufactured in China, you will need professional high-resolution Amazon ready photographs. Because Symo Global has a team of professionals in China, you will oftentimes receive your listing photographs before your product even leaves the country. This streamlined process will save you the time money and energy needed to concentrate on marketing and other creative content strategies before your item is in stock and ready for sale. Visit SymoGlobal.com to learn more. Because a picture should be worth one thousand keywords. You're listening to the Awesomers podcast. 01:35 (Steve introduces today’s guest, Greg Silberman, CIO of ACG Wealth.) Steve: You are listening to Awesomers.com episode number 72. And all you have to do is go to Awesomers.com/72 to get the show notes and details and perhaps any links we've discussed throughout today's episode. Now today is the first part of a three-part series with Greg Silberman. Greg is the CIO of ACG Wealth and as you'll find out later CIO in this case means Chief Investment Officer. He brings more than 16 years of market experience in Europe, Asia and North America. Greg is responsible for managing the firm's Global Investment Portfolio, as well as supervising the implementation of the company's Asset Management Strategies. Prior to joining ACG, Greg served as a Director of Alternative Investments at Wilmington Trust where he was responsible for managing more than, wait for it.... 2 billion in private equity hedge fund and other real estate assets and he was also instrumental in the launch of the successful
On this segment of the Compassionate Capitalist Radio Podcast, Host Karen Rands is joined by Greg Silberman, Chief Investment Officer at ACG Wealth, Inc. to talk about Blockchain: what it is, why it is linked to cryptocurrency, and why it is really what investors should be focused on. In the first half of this show we will discuss the rise and fall and risk vs reward of cryptocurrency and how blockchain got its start and how it made cryptocurrency possible. Then we will move beyond crypto to talk about how blockchain is fundamentally changing fraud in the financial sector, limiting smuggling of contraband, and impact on other sectors like healthcare and supply chain management. We will wrap up with a 'watch this space' discussion on Hashgraph, the blockchain competitor. You can learn more about Greg Silberman on Linkedin. Greg is the CIO of Atlanta Capital Group, brings 16 years of investment experience, spanning 3 continent, with a trackrecord of structuring over $1B in Private Equity, Venture Capital, Hedge Funds and Real Assets in his role and responsibility to act as a good steward for ACG's clients' capital. You can learn more about Karen Rands at http://karenrands.co. She is the best selling author of Inside Secrets to Angel Investing and committed to changing the mindset of thinking investing in entrepreneurs is not as rewarding as investing in traditional public stocks and real estate. She has hosted the Compassionate Capitalist Radio Show for many years with over 200 shows recorded. You can find the podcasts to replay on Stitcher, BeyondPod, TuneIn and Itunes.
This week we are bringing you a special episode. Tusk Media's Ben Nye sat down with Greg Silberman - Chief Investment Officer of ACG Wealth. The main topic is emerging markets, with emphasis on Greg's home country of South Africa. Special thanks to Greg Silberman for taking the time for an interview. Enjoy the show.Follow us on Twitter: https://twitter.com/TuskMediaLLCPlease see disclosures. *There are two disclosures at the end of this episode. The first applies to Greg Silberman and ACG Wealth, while the second applies to Tusk Media.
This week on Young Bucks we discuss the Top 5 Heartbreaking Stocks of 2017. Matt and Sam go over the Broadcom/Qualcomm/NXP acquisition triangle, and to wrap up the show we have a sneak peek at an interview we did with Greg Silberman of ACG Wealth. The full interview with Greg will be released tomorrow (Friday) on The Investing Podcast. Find links for the Investing Podcast below:https://itunes.apple.com/us/podcast/the-investing-podcast/id1120260090?mt=2 https://www.spreaker.com/show/the-investing-podcast All episodes are in video form at www.youtube.com/TuskMediaLLCFollow us on Twitter: https://twitter.com/TuskMediaLLCPlease see disclosures.
This week on Young Bucks we discuss the Top 5 Heartbreaking Stocks of 2017. Matt and Sam go over the Broadcom/Qualcomm/NXP acquisition triangle, and to wrap up the show we have a sneak peek at an interview we did with Greg Silberman of ACG Wealth. The full interview with Greg will be released tomorrow (Friday) on The Investing Podcast. Find links for the Investing Podcast below:https://itunes.apple.com/us/podcast/the-investing-podcast/id1120260090?mt=2 https://www.spreaker.com/show/the-investing-podcast All episodes are in video form at www.youtube.com/TuskMediaLLCFollow us on Twitter: https://twitter.com/TuskMediaLLCPlease see disclosures.
Kevin Rainwater MAG s Sponsored MEP 401k Plan MAG member practices can reduce their fiduciary liability, lower plan expenses, and retain their employees by participating in the MAG-sponsored 401(k) retirement plan that s available through ACG Wealth. The MAG 401(k) Plan is treated like one large plan from a government Form 5500 reporting standpoint. In short, the […] The post MAGs Sponsored MEP 401k Plan appeared first on Business RadioX ®.