Podcasts about bankers

Episode 100.  Investment bankers can be helpful people to talk to because  they've seen many business succeed and fail and have often had a mix of success and failure in their lives as well.In this episode of the Lifetime at Work podcast, host Greg Martin interviews Peter Moore, the founder of Integrity Square, about his multifaceted career in investment banking, private equity, and entrepreneurship within the HALO industry. They discuss the concept of HALO, which stands for Healthy, Active Lifestyle and Outdoors, and the significant opportunities in this sector. Peter shares insights on balancing roles as an advisor, business owner, and investor, emphasizing the importance of understanding market readiness and learning from failures. The conversation delves into capital raising, the dynamics of family and friend funding, and strategies for both seasoned and aspiring entrepreneurs. Peter also touches on the evolving landscape of health clubs and the broader impact of the HALO lifestyle. This episode provides valuable lessons and practical advice for anyone looking to thrive in the business world.00:00 Introduction to the Podcast00:23 Meet Peter Moore: Founder of Integrity Square01:27 Peter's Career Journey and Early Experiences04:39 Entrepreneurial Lessons and Challenges11:18 Navigating the HALO Sector15:06 Balancing Risk and Personal Life21:38 Securing Capital and Investment Strategies25:30 The Impact of Investment on Relationships29:09 Navigating Business Failures and Successes32:25 The Importance of Taking Timeouts in Business35:05 The Halo Industry and Its Growth38:20 The Future of Health Clubs and Fitness44:00 Advice for Aspiring Entrepreneurs

Private equity funds and other Wall Street investors are buying up homes across the US and the West, driving up rent and the cost of living. Economist Michael Hudson explains how these corporate landlords are a result of the system of financialized capitalism, dominated by an unproductive rentier class. He is interviewed by host Ben Norton. VIDEO: https://www.youtube.com/watch?v=qJd0d7Uda2M Transcript: https://www.geopoliticaleconomy.report/p/corporate-landlords-rent-michael-hudson Part 1 of this interview: https://www.geopoliticaleconomy.report/p/world-us-financial-colonialism-economist-michael-hudson Read Michael's article "How the Global Majority can free itself from US financial colonialism": https://geopoliticaleconomy.com/2025/07/17/michael-hudson-global-majority-us-financial-colonialism/ Michael's website: https://michael-hudson.com/ Topics 0:00 Cost of living crisis in West 0:30 Blackstone: largest US landlord 1:07 Blackstone CEO is Trump donor 1:49 Investors buy up US homes 2:36 Wall Street buys single-family homes 3:54 Wall Street buys up neighborhoods 5:31 Homelessness rises in USA 6:06 Blackstone buys up homes in Spain 7:34 Introduction to Michael Hudson 9:12 Highlights 10:43 Interview starts 11:58 Feudalism, capitalism, & rentier class 16:58 Adam Smith, David Ricardo, & Karl Marx 19:10 Difference between value, price, & rent 21:33 Bankers, industrialists, & landlords 27:34 Theory of comparative advantage 28:20 Problems with economics education 30:57 Profits vs rent 32:48 Financialization and GDP 37:21 Adam Smith in Beijing 38:47 Peter Thiel defends monopolies 40:20 China's reform and opening up 43:06 China's public ownership of finance 44:25 Need to tax land rent 50:45 China's industrialization 53:54 Passive income (ie, rent seeking) 56:01 Mainstream "junk economics" 59:07 Outro

IPO Season is here .. every day big ipos are lined up .. but today we talk about the mother of all ipos coming ... NSE maybe 2026 or mid next year ... will this be a sure shot money bet ???? also Greenstone lobo ranks his upcoming big ipos like Grow , Oyo etc in teh order he thinks theylll be sure shot multi baggers .... Greenstone lobo ( Author/Astrologer and former Banker ) and Salil Acharya ( Actor / Sports promoter / Entrepreneur ) as they dissect all send in your suggestions and ur details for reading on @salilacharya name , date of birth , time and place and make sure you share the podcast

Learn how to utilize whole life insurance to not only build tax free wealth but protect and grow your businesses without using the banks. Caleb Guilliams presents at Tom Wheelwright's ( @TomWheelwrightCPA ) inner circle franchise group, teaching them the step-by-step framework behind "becoming your own banker" or "infinite banking" and why life insurance is one of the most underrated assets in a entrepreneurs financial strategy.Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultWant a Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarity Chapters: 0:00 - Overview 2:26 - How to "Become your own Banker" with Whole Life Insurance 5:38 - Borrowing Against your Life Insurance Policy 8:00 - Removing Longterm Debt with Life Insurance 10:31 - Do You Have to Pay Back the Policy Loan? 13:06 - How Whole Life Insurance Enhances Retirement16:13 - Withdrawing From the Policy 17:30 - Volatility Buffer19:41 - How Does Withdrawing Impact Your Policy? Do they Losel Your Cash Value?23:13 - Three Major Benefits of Life Insurance______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Are You Letting Your Setbacks Define You or Shape You?You've worked hard.You've overcome obstacles.You've checked the boxes you thought would guarantee success.But what if the very failures you've tried to forget are the ones that make you a better leader?In this episode of The Executive Appeal, I (Alex D. Tremble, CEO of GPS Leadership Solutions) sit down with Brian Campbell, Vice President at Truist | Purpose Driven Leader, Inspirational Speaker and a Legacy Builder, to talk about how repeated setbacks, personal challenges, and even career pivots can mold leaders into who they were meant to be.Because here's the truth:Your past isn't baggage.It's the blueprint for your growth.

S2E6 Join Roger and Jason on "The Elevator's Cut Podcast" as they welcome back industry legend, Jeff Reardon! In this insightful episode, Jeff, a financial expert and CPA, dives deep into the current financial landscape for grain merchandisers and elevators. Discover why the industry is seeing impressive profits, even with changing market dynamics. Jeff shares his unique "dollars per bushel of space" metric for evaluating financial health, discusses the critical importance of harvest ownership, and explains why raising price later fees in a carry market is essential.

Oslo har svakest prisvekst // Avlyser kursfest // Hegnar om ikke-sosialistene Hosted on Acast. See acast.com/privacy for more information.

What a week at Glorious Goodwood — and we've got every major angle covered. Emmet Kennedy is joined by Adam Mills and Jamie Wrenn to unpack a seismic week on the Downs. From a record-breaking 150/1 shock in the Sussex Stakes to major Arc and St Leger implications, this is your full recap with betting angles, bold predictions, and explosive opinions.

Welcome back, Money Multipliers! In this episode, join Hannah as she presents to the Bankers Club of Mexico and discusses how, at 25 years old, she's running an 8 figure business.   To view a recorded version of our presentation on the Infinite Banking Concept, please visit: https://bit.ly/tmm-podcast-ppt   Registration is LIVE for The Money Multiplier Mastermind event in Denver, CO. For details, please visit: https://bit.ly/lt-mm2025   For other resources: https://linktr.ee/themoneymultiplier    Hannah: https://www.instagram.com/hannah_kesler #TheMoneyMultiplier #FinanceTips #InfiniteBanking   Music Content ID Code: W1PAII3MR9FZFQGY

Trump administration rumored to announce a new executive order to fight back against bitcoin debanking► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► SAT123: https://sat123.com/simplybitcoinUse code SIMPLY for 15% off► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com► Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

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William Joseph Donovan—better known as “Wild Bill”—was a soldier, spy, and lawyer. He was the founder of the Office of Strategic Services, or the OSS, which later morphed into the CIA.William Donovanhttps://en.wikipedia.org/wiki/William_J._DonovanLucis Trusthttps://en.wikipedia.org/wiki/Lucis_TrustFaith in Actionhttps://en.wikipedia.org/wiki/Faith_in_Action

In this episode of Cashflow Legendz, we're diving into Part 18 of our Becoming Your Own Banker series—an eye-opening look at what whole life insurance truly is… and what it definitely isn't. There's a lot of noise out there—misconceptions, half-truths, and flat-out myths about whole life insurance. We're cutting through all of it to bring clarity. This isn't about sales, it's about strategy. We'll break down how properly structured dividend-paying whole life insurance works as the foundation of Infinite Banking, and why it's not just another insurance policy. As Nelson Nash said: “The very first thing you must do is get a clear understanding of what this is all about. You must understand the problem. You must have a firm grasp on the philosophy behind the solution.” In other words, if you misunderstand whole life insurance, you miss the point entirely. This episode will help you: Understand the true purpose of whole life insurance in Infinite Banking Separate the myths from the mechanics Recognize what this tool was never designed to be Tune in and get rooted in the right foundation, because when you understand what this really is, you unlock the full power of becoming your own banker. cashflowlegendz.com/ https://bethebank.krtra.com/t/q1ErFkvwM3rK

Jamie Dimon CAUGHT lying about bitcoin on national news AGAIN!!► Bitcoin Well: bitcoinwell.com/simplybtc► Ledn: https://learn.ledn.io/simplySimply Bitcoin clients get 0.25% off their first loan► SAT123: https://sat123.com/simplybitcoinUse code SIMPLY for 15% off► Stamp Seed: www.stampseed.comPROMO CODE: SIMPLY for a 15% discount► HIVE Digital Technologies: hivedigitaltech.com► Casa: casa.io/simplyPROMO CODE: SIMPLY for 5% OFF your first year of Casa Standard or Premium ► BitcoinBen: bitcoinben.ioFOLLOW US► https://twitter.com/SimplyBitcoinTV► https://twitter.com/bitvolt► https://twitter.com/Optimistfields► Nostr: npub1vzjukpr2vrxqg2m9q3a996gpzx8qktg82vnl9jlxp7a9yawnwxfsqnx9gcJOIN OUR TELEGRAM, GIVE US A MEME TO REVIEW!► https://t.me/SimplyBitcoinTVSUBSCRIBE TO OUR YOUTUBE► https://bit.ly/3QbgqTQSUPPORT US► On-Chain: bc1qpm5j7wsnk46l2ukgpm7w3deesx2mdrzcgun6ms► Lightning: simplybitcoin@walletofsatoshi.com#bitcoin #bitcoinnews #simplybitcoinDISCLAIMER: All views in this episode are our own and DO NOT reflect the views of any of our guests or sponsors.Copyright Disclaimer under section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, education and research. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact Simply Bitcoin.

After tipping winners earlier in the week at Goodwood, the team returns for the final day of the festival with bold calls, confident NAPs, and high-value betting insight. Emmet Kennedy, Andy Newton, and George Gorman preview every ITV race on the card — from the Group 3 Coral Glorious Stakes to the ultra-competitive Stewards' Cup — and they're not holding back.

Lawmakers hear ways to address the state's housing shortage, Kentucky sues over demand for personal data of SNAP recipients, why hospitals are seeing an increase in cannabis-related visits, and Kentucky has a newly-ranked best hospital.

361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025)Transcript: https://361.pub/j292025Video: https://youtu.be/B0nNMwz6ALkPodcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) SUMMARY KEYWORDSDistill Intelligence, startup Summit, Steve Case, Brad Feld, venture speakers, $1 million prize, Lansdowne Resort, 361 Firm, AI platform, family offices, philanthropy, investment memos, collective intelligence, digital platform, personalized dashboard., Generative AI, memory computing, proprietary data, portfolio companies, value creation, co-investment, network leverage, feedback, interpretation, training mechanism, legal docs, engagement, roadmap, decision making, cognitive psychologist.SPEAKERSStephen Burke, Adam Blanco, Walter Benadof, Giovanni, Michael Hammer, Jason Sonner, Bill Deuchler, Depinder Grewal, Ella Huong, Andrew Fisch, Tim Gallabrant, MICHAEL CONNIFF, Jonothan Perrelli (Fortify Ventures), Austin Fowler, Lubna Dajani, Jose Kreidler, Adam Oestreich, Yasmin Shmuel, Mark Sanor, Sameer Sirdeshpande, Jonathan Clark, Shienne, Chas WalkerSUMMARYThe 361Firm Briefing and Meetup on July 29, 2025, featured updates on events of 361Firm, provided a Briefing on the US economy in focus and shared the launch of 361Firm.Digital.On events, Mark Sanor introduced Jonothan Perrelli who is hosting his Distilled Intelligence Summit October 14-16 in Virginia, with speakers like Steve Case and Brad Feld. The event aims to bring together 500 attendees, with 100 startups pitching for a $1 million prize. Mark Sanor and Jonathan Perrelli discussed the summit's focus on startups, funders, and operators.The meeting also highlighted the launch of 361Firm Digital, a new AI-powered platform designed to enhance collaboration and decision-making among members, featuring personalized AI assistants and access to relevant deals and content. The meeting discussed the implementation of a memory and governance system using generative AI to summarize and surface insights from past conversations. Yasmin Shmuel highlighted the importance of leveraging proprietary data to enhance decision-making and networking within the firm. Mark Sanor emphasized the need for user engagement and mentioned upcoming one-on-one meetings. Javier Sanchez, the co-founder and head of AI, was introduced. The team plans to refine the AI system based on user feedback to avoid subjective elements and improve accuracy. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

We can't have a full democracy without financial justice. Host Alex Lovit speaks with Arlo Washington, a banker creating access to loans, credit, and financial literacy training for his underbanked community in Little Rock, Arkansas. Arlo Washington is a barber, entrepreneur, and the founder and president of People Trust Community Federal Credit Union, a Community Development Financial Institution in Little Rock, Arkansas. People Trust is the first Black-owned financial institution established in Arkansas. Washington is also the subject of the 2024 Oscar-nominated short documentary, The Barber of Little Rock. https://www.newyorker.com/culture/the-new-yorker-documentary/barber-of-little-rock-arlo-washington-wealth-gap https://www.peopletrustloans.org/

A senior shares how she was scammed out of nearly $400,000, Congressman Massie continues to push the Epstein case, how Kentucky bankers are prepared to help with the state's housing shortage, an uptick in tick cases, and honoring an historic building.

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.com

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.com

What happens when an investment banker combines Wall Street with AI tech and safety? In this episode, Seth Farbman sits with CEO Scott Boroff as he shares how he built a multimodal AI company tackling everything from school shootings to prison security and global transportation challenges. We explore his journey from capital markets to leading a public company, the technology saving lives, and why SafeSpace.AI (SSGC) is making an impact worldwide.

In this episode of Banker with a Beer, Jerry sits down with Jane Johnson, NB's Vice President of Residential lending. Topics discussed include:  Update on the Chippewa Valley housing market Current housing market rates Home Lending Basics Ways for parents to assist children in purchasing homes Beverages Enjoyed: Modicum's Muirhead Scottish Ale Thank you for listening to this episode! Help support the show by leaving Banker with a Beer a 5-star rating or review on Apple or Spotify. Banker with a Beer is brought to you by Northwestern Bank. A community bank headquartered in Chippewa Falls, Wisconsin. Follow us on Facebook or learn more on our website northwesternbank.com. We're a community bank with all the services of a big bank in a personalized friendly size. Member FDIC.

What would happen if you stopped building someone else's brand—and started building your own? Justin Chausse went from running a landscaping business, to funding 185 files a year at a bank, to building a thriving mortgage business as a broker. In this episode, he shares why he left the bank (despite a six-figure signing bonus offer), how he overcame the fear of going independent, and what he learned about earning more by doing less. If you're a bank specialist or self-sourcing mortgage pro thinking about the broker world, this one's a must-listen. What We Cover: Self-Sourcing Success – Why Justin's 70% self-sourced business made him realize he didn't need the bank. Doing Less, Earning More – How he replaced 185 bank files with 60 broker files—and made more money. Profit for Clients, Not Shareholders – The freedom to put clients first without red tape or handcuffs. Choosing Your Own Tools – How being a broker gave him control over the client experience and back-end tech. Keep It Simple – Why most new brokers get overwhelmed, and how focusing on conversations builds a stronger business. To connect with Justin, check out the links below: Instagram chaussemortgages.ca   Follow me on Instagram: www.instagram.com/scottpeckford/ I Love Mortgage Brokering: www.ilovemortgagebrokering.com Find out more about BRX Mortgage: www.whybrx.com Subscribe to my 3-2-1 Thursday Email I Love Mortgage Brokering is in partnership with Ownwell.  To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

Chris Lawes - 361Firm Newport July 2025 InterviewSUMMARY KEYWORDS Chris Lawes, domes.com, immersive environment, Gen AI, content creation, immersive event centers, global community, art, sports, innovation, technology, environmentalism, metaverse integrations, non-traditional experiences, thedomes.com.SPEAKERS Chris LawesOkay. My name is Chris Lawes. I'm the founder and CEO of thedomes.comI'm from Atlanta, Georgia originally. We're based in Austin, Texas now. And yeah, it's been a fantastic event, as usual, 361 we have a really good time meeting high caliber people from a very wide background of experiences. So specifically for us with the domes, they've always been these beautiful structures that allow you to take an audience into an immersive environment and transport them to other worlds, other worlds of imagination, of education, of knowledge, of entertainment. But content has kind of been the main bottleneck of experiences that are available in those kinds of really intense, large, high resolution environments. So now, with Gen AI, we're able to not only make content much less expensively, we can also make content in real time, so you can actually have an audience going to an immersive environment, and they can generate their own story, their own adventure with their own minds. And Gen AI unlocks that ability that never existed before. Well, what we're doing with the domes is we want to create a very large number of immersive event centers all over the world that will allow you to connect with your local community and also connect with the global community. So if you're into art, if you're into sports, if you're into innovation and technology, whatever it is that your interest is environmentalism, you have a local place you can come together people who are interested in that and learn and experience beautiful, immersive journeys around that subject matter, and you can also connect with the global community of the world that's also interested in that same thing. And so we'll bring the whole world together. We'll bring different cultures and communities together and countries together, and make the world a more prosperous, happy, healthy and uplifting place. Yeah. I mean, we're super happy to be a part of the community and to support all these kinds of events. The domes.com is our domain name. And so anyone that's interested in being either an artist, an investor, a developer, a technologist, someone that wants to create applications on these new layers, Metaverse integrations, you know, just bringing all these new forms of non traditional parts of life, like art and cultural experiences, to the technology world of the metaverse and these in person virtual dome environments just come to website, thedomes.com and there's a form at the bottom, and you can just reach out and say hello, and we'll be happy to know you. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:  - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/361firm - Weekly Digests: www.361firm.com/digest

Lubna Dajani Interview at 361Firm's Newport Conference - July 2025SUMMARY KEYWORDSAI ethics, embedded security, privacy, investment decisions, stakeholder perspective, complex problems, agentic safety, autonomous systems, philanthropic investments, commercial reference opportunities, innovation scale, market creation, technology viability, primary market impact.SPEAKERSLubna DajaniHi, well, I'm Lubna Dajani. I'm from New York. My background is concentration, AI, particularly AI, ethics team and machine team, embedded security, so semiconductor level and identity and generally privacy. Like always, we're putting quality. Of the people is phenomenal. It was interesting to see how many people, no matter what the conversation was, it always came back to AI, and I think that's great, but I think it's also increases my strong need that I feel for raising awareness and understanding to the impact of how we thinking of AI and the language we use and where we place in our investments. The decisions we're making today will frame the choices we have tomorrow. Where we invest today is going to drive that bubble or the growth of meaningful implementations, but it's I'm delighted to see so many people here that are not only looking to do well. I'm happy to because I have a extensive background in post sectoral collaboration. I am published in on chance of disciplinary collaborations, which really essential when you have a stakeholder perspective that's needed to solve complex problems, challenges that we have today. So I'm here to help anyone think through the implications the safety, the agentic safety, or agentic security of, obviously, of AI and autonomous systems in terms of we also do small investments. And I say small because they are philanthropic more than they are just investments. And so if there's anybody here that wants any help thinking through the process or in scale and creating meaningful commercial reference opportunities that demonstrate the viability of the technologies they're investing in in a way that demonstrates it for the primary market and create impact. That's what we be delighted to do, or just help scale an innovation. If we like it, we'll create a market for it and. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Meir Rabkin Interview at 361Firm's 4th Newport Conference - July 2025SUMMARY KEYWORDSAI applications, climate tech, venture capital, Newport Conference, efficiencies, optimization, fundraising, deal flow, impact investing, LPs, family offices, institutional investors, ROI, technology, imagery.SPEAKERSMeir Rabkin - Blue VisionHello everyone. My name is Meir Rabkin. I am from Montreal. I am the founder of blue vision capital, which is a climate tech venture capital fund that I started a couple years ago. We are in Newport, Rhode Island, in some mansion somewhere off some beach. Can give you more details or not, but it's beautiful, and it's been great connecting with like-minded people. And it's been, it's been a fantastic crowd, and it was an afternoon of really interesting pals. The overall, I would say that what I thought was fascinating is learning about all the different types of applications you could do with AI, from sober dating to, you know, all sorts of various applications, from medicine to technology to imagery. So that was pretty I think at least for me, AI is gonna create a lot more efficiencies in optimization and in a lot of the things that we do, you know, I think as a venture fund, there are a lot of things that are not yet, let's say optimized or efficient. For example, fundraising is one example. I think, deal, flow, sharing, connectivity, which is, I think a lot, a lot of what we shared today. How do you come out of conferences with more connections, with more value, with become more of an ROI? I think that AI could play a really important role. And so pretty excited to see where this takes us. Yeah, we are looking for like minded individuals who are passionate about impact investing. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Robert Niziol - 361Firm Newport July 2025 InterviewSUMMARY KEYWORDSRenewable energy, solar energy, battery storage, AI use cases, energy generation, data centers, commercial solar, industrial solar, energy efficiency, grid stability, investment strategies, family office investors, business discussions, political discussions, energy partner.SPEAKERSRobert NiziolAll right, another fantastic event, organized by Mark Sanor and 361Firm. Congratulations, guys, guys, well done. And look at this. The value, absolutely beautiful. So congratulations. My name is Robert Niziol. I'm a CEO of Promittens Energy.. We do development, engineering, procurement and construction for commercial and industrial solar and best battery energy storage systems. Today, we talked a lot about AI use cases and different topics, but certainly we discuss in energy, it is estimated that by 2030 I think the AI and the data centers will probably use about 10% of all energy generated in us. That's a huge problem. So being in this sector, I'm very optimistic about the renewable energy because that generation has to happen somewhere. And I still believe that energy coming from solar is still the most affordable. And now, with the with the with the best of the batteries, absolutely great asset, not only provides stability for the grid, but if it's installed behind them, either for the client, it offers savings, but at the same time, also a lot of services for the grid. So yeah, that's what we do. Great conference, a lot of fantastic discussions about business, politics, AI, different investment strategies and things like that. So always great to be here. Absolutely great. Great crowd. Family office investors, happy to be here, and I look forward to attending the next event. Congratulations, guys. Our website is https://www.promittensenergy.com - you can certainly look me up at LinkedIn. Robert Niziol and we open for business. We will would love to be your energy partner for renewable energy. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Kimberly Carney of The Wires – 361Firm's 4th Newport Conference - July 2025SUMMARY KEYWORDS. different industries, impacting, wires, ai, learn, seattle, tied, connections, ceo, conversations, other industries, carney, founderSPEAKERS. Kimberly Carney - TheWires.comKimberly Carney, I am from Seattle, Washington, and I am the founder and CEO of The Wires. I thought today was fantastic. What stood out to me the most was all the conversations on AI and how it's impacting several industries. It's an amazing place to meet new people, get new connections and get tied into different industries and learn more about what's happening with other industries across all sectors. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Bruce Pollack Interview at 361Firm's Newport Conference - July 2025SUMMARY KEYWORDSNewport Conference, Bruce Pollack, business ventures, networking, entrepreneurs, investors, energy, real estate, high tech, AI, Jamaica development, affordable housing, limestone export, strategic partners, South Coast Associates.SPEAKERSBruce PollackBruce Pollack 00:00My name is Bruce Pollack. I'm the host at this event. I have lived in the Newport area for 20 years, and from the Boston area, I've had many different types of business ventures, starting from restaurants to cell phone technology to real estate, environmental products. So I've been involved in many different types of business, and you know, this was a great event today. Mark did a great job organizing the events and bringing together really a cohesive group of entrepreneurs and investors and interested parties, interested in many different types of investment, from energy to real estate to high tech to AI and so forth. So I found to be a very worthwhile and very positive experience. He's got a great network of people to draw from, and I look forward to working in the future to develop more contacts and networking. So I would say it was very positive events. It was a good use of In other words, a lot it takes. It takes a lot of work to cultivate relationships. So if in one meeting, if you can cultivate several, it's it's a good use of time. So I find it to be as a good use of time great. Some great relationships were made for foster and it was a good opportunity for some of my my fellow organizers that I work with, some some of the people on my team, to sort of meet more of the the audience that we're that we're dealing with, for them to get their name out there a little bit, and an opportunity to network as well. So So overall, I'm very pleased with it and look forward to more events. And it's a great it's a lot of work. I mean, I've, Mark's been here, I've seen the work. We've worked at it. And this was done, by the way, in very short time, because I wasn't supposed to be here. So basically, we did this in like four or five days. So thanks again. Good work. 361 team. And look forward to future endeavors, future networking events. And it's a great social event in terms, in addition to the business, it's a great, just great to talk to people that have similar, similar stories. You know, when you're when you're a visionary. Use that word bullet entrepreneur, because it says a different ring to it. But I find that, you know, you there, there. There aren't a lot of people that really understand that. So ups and downs you go through to get to get somewhere, to get something done, takes quite a bit, probably better sacrifice too, by the way. It's a lot, but, you know, I see, I see it just from this, from Mark's team as well. So we are working on a comprehensive development in Jamaica, a residential, comprehensive development Jamaica encompassing tourist and affordable housing projects as well as limestone export and use of limestone in the country. So we, we have strategic partners in the stone, and we have, we control many properties in Jamaica, and we're, this is, it's a five to seven year plan, which could yield in the vicinity of 5x or higher. 5x would be conservative. So my history is taking properties and getting into deals that people would say, you know, it's not it's not ready, or it's not real. I mean, so forth, so forth. But my belief is that when I see a VIG, when I see something that has the future, that has the potential, that's where I want to be. So LinkedIn or through our website. South Coast associates, SCA Jamaica, gmail.com, 857-222-8157, or LinkedIn. South Coast associates, Bruce Pollock, look forward to any contacts, and we'd be happy to provide any information or come down. Just come on down. Come on down. We'll take a tour. We'll take a ride. Easiest, that's the best way. My uncle told me years ago, you don't you don't talk about it. You You go there. You walk, you, you walk the streets. I grew up in the restaurant business, so um, bought and sold many restaurants in Boston, and you walk the ground, you actually see it for yourself. So thank you again. You. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Parth Vakil Interview at 361Firm's Newport Conference - July 2025SUMMARY KEYWORDSAI, family offices, investment opportunities, diversification, US-India intersection, Saura Star Capital, Parth Vakil, LP investors, GPS sponsors, asset classes, information advantage, LinkedIn, email contact.SPEAKERSParth VakilParth Vakil 00:00Parth Vakil with Saura Star Capital. Biggest takeaway, I guess it's interesting hearing everyone's perspective on, I guess the most timely topic there is right now of AI, hearing it from both the family office, LP, investor side of things, and also from GPS sponsors, managers, founders and really, I guess connecting the dots between all those perspectives was super interesting to me. I think sourcing, sourcing and screening are probably the the two biggest opportunities I see in the near term for family offices, with leveraging AI also, I think longer term, it'll allow family offices to diversify across more asset classes than they could otherwise, right? Because you have more information at your favorite tips. Anyone who has any interest in or has ever touched India in in any way, we kind of operate at the the intersection of the US and India. So anything indirectly related to that is in our wheelhouse. Reach me or reach out to me. Find me on LinkedIn. Parth-Vakil@saurastarcapital.com, You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Rafiq Ahmet of Dipalo Ventures – 361Firm's Newport Conference - July 2025SUMMARY KEYWORDS Dipalo Ventures, early stage investor, hard tech, seed and a, AI panels, manufacturing, predictive analysis, innovation, job challenges, emerging market, Midwest, portfolio companies, data inference, 361Firm, Newport Conference.SPEAKERS Rafiq AhmedI'm Rafiq Ahmed with Dipalo Ventures out of Chicago. We're an early stage hard tech investor in seed and a and this was an amazing place for the 361 gathering in Newport. Loved it and takeaways today. So a month ago, maybe a month and a half ago, I couldn't spell AI. Now I'm on all of Mark's AI panels speaking about manufacturing, the good and bad and the stuff that nobody wants to talk about. So yeah, that's us at Dipalo. And love this platform. I think that the depth of people is always interesting, because we have genuine allocators. We have people doing important projects, whether they're direct investments or funds. So just the tapestry, I think, always stands out. So this is my second one. I really think it's a great group. Well, AI impacts my portfolio because it is everywhere. It's really about data. It's about inference, it's about predictability. We have lots of portfolio companies. We don't start with AI, we start with hard tech. But where the use cases make sense, as well as in manufacturing, in the US, there's going to be so much that will start to move to more predictive analysis, etc. I think from a job standpoint, this could be a challenge. So as many you know, as many challenges there are. There's also a lot of innovation and speed because of it. Yeah, if you if you're interested in hard tech investing, if you like manufacturing, you like the arbitrage at the center of the country that really is the emerging market, then give me a call - rafiq@dipaloventures.com - or find us on all the socials You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Duncan Riefler "Fixed Income Market Dynamic", PCI Allocators Session, Nov. 30, 2022 You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

MJ Gottlieb (Loosid App) Interview – 361Firm's 4th Newport July 2025 SUMMARY KEYWORDS. AI, sobriety, addiction mentor, sober dating, market share, addiction statistics, brand equity, sober shop, Loosid marketplace, non-alcoholic beverages, social impact, investment, relapse prediction, treatment centers, funding round.SPEAKERS MJ GottliebMJ Gottlieb 00:00My name is MJ Gottlieb, co founder and CEO of Loosid App. So we are now in Newport, Rhode Island, at the 361 conference. Fantastic conference, very let's see. I thought it was a very powerful I've been to a lot of these. I think it was a particularly powerful discussion that we had around AI and AI ability to help AI's ability to also hurt, depending upon whose hands it's in, right? Another very interesting discussion, a lot of people are using AI to fluff up their valuations, and not really they're doing a disservice to the really the power of this next generation of machine learning, right? And so, like in our case, our newest technology, Sam, which stands for sobriety, addiction mentor is now layered with AI. AWS is now funding Sam AI and really showing how the more information you give it, the better and better it then can really be a predictive relapse agent for that individual. Basically the Sam has the ability, as it lays on 1% per user persona and another user persona, it starts building a predictive relapse agent that then can be modeled for government bodies, treatment centers, for outcomes and measures. And so it's very powerful when it comes to really the ability of AI in the right van sober dating. We are the number one company in the sober dating space. We do own that position right now, and so we're here at this conference just just secured an external funding round, and now looking to fund the next phase of our growth. But yeah, right now, as it stands from our sober dating community, which is about 180,000 members, we do have the top position with regard to you know that, however, that leading position only represents less than 1% of the market share. And so the question it becomes, how effectively and quickly can you scale and move into the full market share? Because if you look at the statistics of addiction, 300 million people suffering from an alcohol use disorder worldwide, 38% of adult Americans suffering from some illicit substance use disorder, and upwards of 30% of American adults are actually choosing not to drink. And so how can we put them together in a safe and supportive environment to really show them how to live a sober life? And so now, as we continue to build our brand equity, we find ourselves in now seven different verticals we recently we recently launched the Loosid sober shop as an LTV strategy where people can buy merch, whether it's a hoodie, a hat or whatever it may be to really have them take ownership of their sobriety. But from the investment lens, it adds about 135 to $140 lifetime value per the Loosid member in q4 we also launched the Loosid marketplace, where we partner with 37 brands in the sobriety and wellness space. Think of it as a sober group, con, if you will, where we pre negotiated those discounts to Loosid members that they wouldn't otherwise know about or be able to take advantage of. And so it acts as a retention strategy, because even if someone doesn't doesn't want to use Loosid dating anymore, they find the love of their life, they could simply toggle off dating and still take advantage of 1000s of dollars throughout the year in some of our partners, like better help, or brain tap, which is the top brain fitness app in the world, or various non alcoholic beverage brands. And it's really about showing people how to live a fun, safe and enjoyable life in sobriety. Yeah. Well, as we continue to build our brand equity, the goal is for Loosid to be synonymous with sobriety. So when you walk into a restaurant, we don't want people asking, you know, where the the non alcoholic beverage menu is. We want them asking where the Loosid menu is. When we are looking at stadiums, we want people not to have a sober section. We want them to have a Loosid section where, where even mothers can take their kids and know that that there, there won't be that crazy rowdiness, because you're in a Loosid section. And so as we look five and 10 years down the down the road, we're that's really where we're. Looking to go where Loosid is synonymous with sobriety. We now have five of our non alcoholic beverage brands that wants to make a Loosid drink, which we'll then use as a B to C and A B to B initiative and roll that out. The non alcoholic beverage market surpassed 12 150 $2 billion last year, and so as we put ourselves into new verticals, it gives us the ability to kind of leverage and accelerate our brand equity. And who knows, in the future, maybe we run the whole table and then take it public from it, from the standpoint of, if you're struggling and don't know, of a sober resource, we recommend downloading any one of the Loosid sober platforms, whether it be Loosid sober community, Loosid sober dating, but from an investment side, if you're interested in taking advantage of a social impact opportunity, where the more people we help, the better and better we increase shareholder value. And so we're very uniquely positioned in that regard, that the more people we help, the greater and greater you know our company value. So if you're someone that that's that's interested in that opportunity, we welcome to reach out to our office, and we're happy to talk. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Avery Haskell Interview at 361...Newport Conference - July 2025SUMMARY KEYWORDS Catena Partners, early stage technology, frontier technology, family office, AI applications, time and money savings, Newport Conference, 361Firm, collaboration, network, younger generation, Houston Texas, East Village New York.SPEAKERS Avery HaskellHello. My name is Avery Haskell. Originally from Houston, Texas. I live in East Village, New York City. Currently I'm with Catena partners, a single family office focused on mostly early stage frontier technology investments.And I love 361 and the community. It's a super high value group, and all the events are really great and really excited with what we're doing around talking about how AI can be used to save time and therefore save money and maximize everyone's efforts in the family office world and beyond. Yeah. avery@catenapartners.com feel free to reach out. We'd love to collaborate. We do a lot of stuff on early stage technology. So if that's something you're interested in looking into, please reach out and happy to share some of our deals from our network, which is, you know, younger generation, but a lot of cool stuff we're looking at and vice versa. Would love to collaborate and share with other people. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Anna Cardona 361Firm Newport July 2025 InterviewSUMMARY KEYWORDSAI impact, Tate County, data centers, Amazon Web Services, Nvidia, Brock, economic development, tax policy, legislation, fund managers, scaling companies, LinkedIn connection, Mississippi, technology impact, neighborhood changes.SPEAKERSAnna CardonaMy name is Anna Cardona. I'm executive director of Tate County Economic Development Foundation, and I'm from Tate County, Mississippi. I thought today's event was amazing. What stood out the most was the conversations on AI, particularly, how reliant we will be on chips. So AI is going to impact the whole world and everything that I was doing, down to drafting a letter of intent, all the way to creating legislation and tax policy and procedures, AI is coming into Tate County in the form of data centers in Amazon Web Services, Nvidia, Brock, AI. So a lot of the Tate County neighbors are seeing, we're seeing big impacts for AI and data centers. So you can connect with me on LinkedIn. I'd love to connect with fund managers who are stewarding companies that are looking to scale and that are open to scaling. Thank you. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Eugenio Briales - 361Firm Newport July 2025 InterviewSUMMARY KEYWORDS 361 community, investment verticals, AI usage, health industry, infrastructure support, data usage, investment partners, different sectors.SPEAKERS Eugenio BrialesMy name is Eugenio Briales. I'm originally from Spain, and I am here representing the Revisa family office. And the 361 community has been very helpful to for us to have genuine interactions with peers and stakeholders in across the different investment verticals, and I would like say one of these verticals has been very interesting is the use of AI, both in the health industry as well as in the infrastructure of AI to support the large usage of data that is going to be required for that industry. It reads me out. I'll leave the comments my email right, and I would love to we're looking to invest, and also we're looking to have investment partners as well across different sectors. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Denize Holzer 361Firm Newport July 2025 InterviewSUMMARY KEYWORDS AI, healthcare, life sciences, precision medicine, venture studios, social impact, Think Head, Puerto Rico, Silicon Valley, investment, future of healthcare, cancer, next gen, transforming landscape, Denise Holzer.SPEAKERS Denise HolzerDenise Holzer 00:00My name is Denise Holzer. I'm originally from New York, and I'm a next gen I've been in the AI space for a number of years, advising multiple companies in the venture funds and companies in the landscape. Yeah, I think one of the really exciting things about AI is healthcare and life sciences. So I'm an investor and advisor to a company called Think head venture studios, and we are really looking at the future of healthcare and life sciences by solving problems using AI in the precision medicine space. And I believe that in the next 10 years, we're going to extend our life by a decade. Because of that, I personally got involved with this company because I lost both my parents to cancer, and as a next gen I really believe that we have to be thinking about social, impactful investments when we move forward and look at companies that are really out there to make a difference in precision medicine, in the future of health care, in life sciences, and looking for ways to solve problems in the space I'm with think head venture studios headquartered in Puerto Rico and Silicon Valley, and we're transforming the landscape of precision medicine. You can reach out to me at denise.pulitzer@thinkcast.ai or find me on LinkedIn. Thank you. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Andrew Randak (Snowden Lane) Interview – 361Firm's Newport Conference July 20, 2025SUMMARY KEYWORDS Snowden Lane Partners, wealth management, cross-border investing, trust and estate planning, family dynamics, 361 event, caliber of people, quality of information, diversity of ideas, education, email address, cell phone, New York City.SPEAKERS Andrew RandakHi. My name is Andrew Randak. I'm a partner at Snowden Lane partners in New York City. We are a boutique wealth management firm, broker dealer, registered investment advisor. We work with families from around the world, specializing in highly complex cross border investing, trust in the state, and family dynamic planning today. Oh, my God, I took like, 20 pages of notes. I learned enormous amounts of information every time I come to a 361 event or attend a 361 call, I'm blown away by the caliber of people, the quality of the information, the diversity of ideas. And it's not only fun, but it's education, so thank you. Mark Sanor, Andrew Randak, it's R A N D A K. My email address is arandak@snowden lane.com or you can reach me on my cell phone if you need to at 646-246-5013. Thank you. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Bobby Genovese - 361Firm Newport July 2025 InterviewSUMMARY KEYWORDS Bahamas, family office, investing, AI, conference, ideas, connect, Canadian, Newport July 2025.SPEAKERS Bobby GenoveseGood morning. My name is Bobby Genovese. I am a Canadian living and working out of the Bahamas. Our company is called both BG Capital Group and BG signature. The conference has been amazing. I've been a lot of like-minded people. I'm looking forward to investing some money with these people and sharing some of the ideas that our family office does. I don't know. I'm curious to know more about AI, I'm sort of a dinosaur in that world, but I'm fascinated to learn more about it as I'm sure it can help. Yeah, we'd love to connect with anybody who wants to reach out. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest

Get ready for one of the biggest weeks of summer racing! Emmet Kennedy, Georgia Cox, and George Gorman and preview all the key races at Glorious Goodwood 2025 — and they're not holding back. Whether you're hunting for a 16/1 NAP, a Group 1 lay, or a banker to anchor your multis, this is your edge over the bookmakers.

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

The financial sector didn't just enable Jeffrey Epstein—they fortified him. For decades, elite institutions like JPMorgan Chase continued to do business with Epstein long after his 2008 conviction for soliciting a minor, ignoring internal warnings, compliance red flags, and credible allegations of abuse. High-ranking executives maintained close relationships, funneled vast sums through opaque accounts, and even joked about his grotesque proclivities in internal emails. Bankers helped him move millions across borders, granted him access to ultra-wealthy clients, and never asked the kind of questions they would demand from an average customer depositing a suspicious $10,000. These weren't oversights—they were decisions. Deliberate, profitable, and saturated with moral rot.At every turn, the financial institutions chose profit over principle. They ignored the trail of victims, the mountain of press coverage, and the glaring signs of criminality, all in exchange for Epstein's connections and capital. Even as civil suits piled up and survivors came forward, these firms were more concerned with protecting their reputations than cutting ties with a known predator. The result wasn't just a financial scandal—it was systemic complicity. The banks didn't just launder his money. They laundered his legitimacy, allowing him to continue operating as a global financier, when in truth he was running an empire built on exploitation and secrecy.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In Part 17 of our Becoming Your Own Banker series, we dive deep into one of the most essential yet overlooked aspects of Infinite Banking: understanding and trusting the process. Nelson Nash said it best: “When you can understand what is going on, you will know what to do.” This episode is about slowing down and really grasping what's beneath the surface of the IBC process. It's not just about numbers or policies — it's about a mindset shift that allows you to break away from traditional banking systems and step into long-term financial control. We also explore the importance of trusting not only the process but the person guiding you through it, because clarity builds confidence, and confidence builds consistency. If you've ever found yourself questioning whether you're “doing it right,” this episode will ground you in the principles and remind you that mastering this concept is a journey, not a transaction.

What happens when an emerging‑markets banker, lifelong Reddit degen, and early Ethereum believer builds a global crypto fund focused on AI? Meet Matthew “Matty” Graham, Managing Partner at Ryze Labs.Matty shares how a pizza post pulled him into Bitcoin, why the Ethereum whitepaper was his “drop everything” moment, and how Ryze helps founders reach 2B+ users across emerging markets through its “global + local” team model.We dig into the big ideas: AI agents as economic actors that must transact on open, programmable ledgers; stablecoins as the clearest current use case; why meme speculation crowds out real adoption; and why every startup should obsess over its first 5–7 real super fans (not airdrop farmers).We also hit culture clashes (AI vs crypto), institutional entry, tech history, data privacy (your ChatGPT logs are more revealing than your Google search history), and what Matty would do if launching Ryze today.Not investment advice.Key Timestamps[00:00:00] Introduction: Sam tees up Ryze Labs, AI + crypto, and future signals. [00:01:00] Origin story: Reddit pizza, early Bitcoin, failed 2013 banker pitch, curiosity grows. [00:02:30] Ethereum moment: Programmable money snaps it wide open for Matty. [00:04:00] Banker to degen: Emerging markets + appetite for the “wild west.” [00:05:00] What is Ryze Labs: Global fund with local experts across key emerging markets. [00:06:30] Why AI + crypto: Digital agents will transact value; legacy rails can't scale. [00:08:00] Real PMFs so far: Stablecoins & thinly disguised gambling; AI could be next. [00:09:30] Stablecoin utility: Paying global teams when Stripe/PayPal fail. [00:10:30] Tech history lens: Hardware waves unlock software waves; AI feels similar. [00:12:00] Data intensity: You'd leak Google history before ChatGPT chats — privacy matters. [00:14:00] AI for health: Matty's coffee/acid anecdote shows practical value already. [00:16:30] Work futures: New roles (prompt skill!), humans reorganize around tech. [00:21:00] Super fans first: 5–7 paying evangelists > vanity metrics. [00:23:00] Incentive traps: Points & airdrops mask real product‑market fit. [00:25:00] Trends check: Utility underhyped; meme/points meta overweight. [00:26:30] Institutional adoption: East‑coast style (ETFs) vs tech‑driven engagement. [00:29:00] If starting today: Split team across AI hubs (SF, Hangzhou) + emerging market depth. [00:30:00] The ask: Best‑in‑class AI+crypto builders & top engineers — DM @MattyRyze.Connecthttps://ryzelabs.io/https://x.com/RyzeLabshttps://ky.linkedin.com/company/ryzelabshttps://x.com/mattyryzeDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

In this episode, we dive headfirst into one of Europe's most brutal and under-discussed chapters: the collapse of Yugoslavia. Live from Croatia, where the scars of that war still linger, and where, 30 years on, the economic, political, and human fallout continues to echo across the continent. We explore how hyperinflation, sparked by debt-fuelled mismanagement and ethnic tension, helped tear the country apart. At one point, Yugoslavia's army was the largest in Europe. Today, its people make up the single largest intra-EU migrant group. In Ireland alone, over 40,000 Croats were issued PPS numbers in the last five years. We walk you through the tangled roots of nationalism, the rotating presidency that doomed a federation, and how the ghost of Tito, who told Stalin to feck off in 1946, still haunts the region. We also talk Jamie Dimon, who popped up in Dublin last week declaring “Europe has lost,” and we break down what that means in GDP terms: 25 years ago, US and EU GDP per capita were neck-and-neck—now the US is 25% ahead. We trace that back to 1995 and ask: What if Yugoslavia was the first warning shot? Hosted on Acast. See acast.com/privacy for more information.

Trickle-downers love to pretend that "Econ 101" is a convincing argument against policies like the minimum wage that invest in working Americans. But the truth is that mainstream economists are terrible at predicting how the economy will behave in the future…Is Econ 101 broken? In this key foundational episode for the podcast, we dismantle the myths of orthodox economics and expose Econ 101 for what it really is: not a science, but a simplistic story used to justify inequality and defend the status quo. Our guests Eric Beinhocker (The Origin of Wealth) and James Kwak (Economism) explain how outdated assumptions about markets, people, and growth have warped economic thinking—and why it's time to write a new, better story about how the economy actually works. Part of our Back-to-Basics summer series. Essential listening for anyone ready to move beyond trickle-down talking points and think middle-out. This episode originally aired December 17, 2018. Eric Beinhocker is the Executive Director of the Institute for New Economic Thinking at the University of Oxford. He's the author of The Origin of Wealth, which applies complexity science to economics and challenges traditional market thinking. James Kwak is a writer, law professor, and former entrepreneur. He co-authored 13 Bankers and wrote Economism: Bad Economics and the Rise of Inequality, a sharp critique of how Econ 101 ideology shapes public policy and deepens inequality. Social Media: @ericbeinhocker.bsky.social‬ Further reading:  The Curse of Econ 101 The Origin of Wealth: The Radical Remaking of Economics and What It Means for Business and Society Economism: Bad Economics and the Rise of Inequality Website: http://pitchforkeconomics.com Instagram: @pitchforkeconomics Threads: pitchforkeconomics Bluesky: @pitchforkeconomics.bsky.social Twitter: @PitchforkEcon, @NickHanauer, @civicaction YouTube: @pitchforkeconomics LinkedIn: Pitchfork Economics Substack: ⁠The Pitch⁠