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Podcast Summary What if you faced a moment that changed your life forever? Join me, Kelly Brothers, as I share the extraordinary story of Robert Paylor, a promising rugby player whose life took a dramatic turn during a 2017 national championship match. Robert opens up about his journey from Sacramento, where his passion for rugby began, to becoming a star athlete at Cal with its storied rugby program. A harrowing incident during a match left Robert paralyzed from the neck down, but his remarkable resilience and determination turned a life-altering tragedy into a story of inspiration and hope. We follow Robert's incredible path to recovery, defying medical expectations with sheer willpower and the support of loved ones. Against all odds, Robert transitioned from being unable to move below his neck to eventually walking out of the hospital, showcasing the power of perseverance and positivity. His critical milestones, such as his rehabilitation at the Craig Center in Colorado, highlight innovative approaches and a never-give-up attitude. Robert's academic achievements, culminating in his graduation from Cal in 2020, serve as a testament to his tenacity and remind us that the human spirit can triumph over the most daunting challenges. Robert has since transformed his experience into a mission to inspire and uplift others. As a motivational speaker, he shares his story worldwide, emphasizing the importance of perspective and gratitude. His journey from "Paralyzed to Powerful" is encapsulated in his book, aiming to help others find strength in adversity. Beyond his recovery, Robert celebrates personal milestones, such as marrying his wife, and embraces the exciting opportunities that lie ahead. Tune in to hear how Robert's powerful narrative continues to impact lives and how he has managed to turn personal tragedy into a beacon of hope for countless others. You can learn more about Robert on his website. www.robertpaylor.com To purchase the book on Amazon visit: https://www.amazon.com/Paralyzed-Powerful-Lessons-Quadriplegics-Journey/dp/B0F5L31HV8/ref=tmm_pap_swatch_0 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Life-Changing Rugby Accident and Recovery Former rugby player Robert Paylor shares his journey from thriving athlete to paralysis after a national championship match. (13:01) Overcoming Adversity Through Resilience Robert Paylor shares his journey of recovery from a spinal cord injury, emphasizing perseverance, positivity, and faith. (17:34) Paralyzed to Powerful Robert Paylor's journey from paralysis to graduation, focusing on mindset, purpose, and inspiring others through his book and public speaking. (30:24) Finding Strength Through Perspective Robert Paylor shares his journey from catastrophic injury to inspiring others through speaking engagements and his book.
Business leadership expert Doug Lipp takes center stage in this episode as we explore his fascinating journey from Sacramento to Tokyo Disneyland and beyond. Doug's unexpected passion for Japanese culture, ignited in high school, not only shaped his education but led to pivotal moments in his career, like his internship and subsequent role with Disney in Japan. Our shared memories of a unique trip to Japan, coupled with Doug's linguistic prowess and cultural insights, set the stage for a rich discussion on cross-cultural communication and leadership. The conversation uncovers the strategic triumphs and challenges of Tokyo Disneyland, from its opening in 1983 to its innovative responses to weather and cultural dynamics. We explore Doug's career trajectory within Disney, reflecting on his impactful role at Disney University and the broader challenges of maintaining operational excellence and cultural cohesiveness across the brand's global presence. Doug's anecdotes about Disney's foundational leadership principles and customer service philosophy provide invaluable lessons on human interaction's enduring importance, even in a tech-driven world. Transitioning from Disney's corporate world to founding the Intercultural Relations Institute, Doug shares insights into the complexities of cross-cultural leadership and the importance of maintaining simple yet powerful messages within organizations. The episode concludes with a focus on Doug's significant contributions through his books and YouTube channel, encouraging listeners to explore his work further. His journey is a testament to the power of passion and insight in shaping successful leadership and cultural understanding, offering listeners a blend of inspiration and practical wisdom. To learn more about Doug Lipp, his company and the Intercultural Relations Institute, simply click on the link to his website. https://www.douglipp.com/ For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ CHAPTER SUMMARIES (00:00) Doug Lipp Doug Lipp shares his journey from Sacramento to Japan, sparked by a high school class and leading to a career at Disney. (13:27) Tokyo Disney Opening and Leadership Transition Tokyo Disneyland's success, challenges, strategic location, and post-WWII cultural dynamics are discussed in relation to my career trajectory at Disney. (18:38) Disney University and Leadership Challenges Disney University's role in maintaining culture and training employees, challenges faced by Disney, and personal journey from Disney to consulting. (25:18) Disney Leadership and Cultural Challenges Transitioning from Disney to Intercultural Relations Institute, leadership training, Walt Disney's approachability and authority, and employee engagement. (35:48) Customer Service and Leadership Evolution Leadership and customer service require a balance of technology and personal engagement, as seen in Disney and AutoZone's success. (46:14) Doug Lipp's Books and YouTube Channel Doug Lipp, a distinguished business leader and author, shares valuable insights on leadership and his extensive work in the Sacramento area.
On this special episode, Karl Eggerss dives into the wild ride investors have experienced in the stock market during this volatile week. If you thought 2024 was a rollercoaster, 2025 is shaping up to be an entirely different beast. From shifting inflation pressures to the looming impact of new tariffs, the financial landscape has transformed dramatically, leaving many investors wondering how to adjust. Karl unpacks the chaos—breaking down the key drivers behind this recent turbulence, including how inflation is reshaping expectations and what tariffs could mean for global markets. But it's not all doom and gloom. Karl will also highlight the surprising areas of the market that are defying the odds and holding strong. Plus, he'll share a critical insight: how a well-diversified portfolio can be your secret weapon to weathering the storm and minimizing volatility, no matter what the headlines scream. Topics Covered: Diversification Bear Markets Corrections Portfolios #diversification #captrust #listen @CAPTRUST
Join me as we embark on the inspiring journey of Daniel Farley, owner of Hamilton Jewelers Pavilions in Sacramento. Daniel shares how his family's immigrant roots from Mexico and Italy, along with the profound influence of his grandmother, shaped his passion for jewelry and business. Through a cherished childhood memory involving his father's thoughtful gift to his mother, Daniel's fascination with the meaningfulness of jewelry began. We reminisce about our shared history, from childhood bus rides to flying adventures with Daniel's father, which added a unique charm to his upbringing. We talk about the importance of location and personal presence in luxury businesses with Daniel's insight. Discover how the strategic placement of his store in Sacramento's premier shopping center, Pavillions, attracts clients from diverse regions, emphasizing the value of maintaining a single, well-managed location for quality and personal connection. Through exclusive brand offerings and community engagement, Daniel underscores the role of passion and dedication in building a thriving business. We reflect on the significance of genuine connections with clients and fostering a supportive team environment, akin to the approach of esteemed local restaurateur Patrick Mulvaney. Witness the enduring allure of luxury watches and jewelry as Daniel discusses the significance of timepieces as cherished heirlooms and personal expressions of style. Despite technological advancements like smartwatches, the charm of traditional jewelry remains strong. We touch on the impact of COVID-19 on retail, which positively influenced jewelry sales and customer loyalty, and discuss the financial aspects of the business, with a significant portion of revenue occurring during the holiday season. Celebrating a unique local success story, we explore the joy of decades-long friendship and collaboration that eventually weaves its way back to the pleasurable experience of shopping at Hamiltons Jewelers. To learn more about Hamilton's Jewelers visit:https://www.hamiltonpavilions.com/ For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries(00:00) Journey to Jewelry Business Ownership Daniel Farley's journey from immigrant roots to successful jewelry business, inspired by family, meaningfulness of jewelry, and dedication to customers. (13:28) Luxury Jewelry Business Location and Expansion Location, personal presence, exclusive brands, community engagement, and passion are key to luxury business success. (29:38) Jewelry Business and Personal Success Luxury watches and jewelry as cherished heirlooms, COVID-19's impact on retail, and maintaining a local presence. (42:21) American Success and Friendship in Jewelry Celebrating friendship and success through a shared history, business, and philanthropy at Hamilton Jewelers.
Experience the inspiring journeys of Rachel Zillner and Kierstan DeLong as they share their paths to leadership. From Rachel's entrepreneurial spark, kindled by her father's business endeavors, to Kierstan's passion for communication shaped by her upbringing, this conversation promises insights into the minds behind the new ownership of RSE—a leading marketing and communications agency. Combining Rachel's innovative spirit with Kierstan's global agency experience, they highlight their strategic vision to lead RSE and the RADZ group of brands into a new era of success. Our discussion further unfolds as we explore the multifaceted services of RSE, a powerhouse in marketing and social impact. Discover how the agency leverages its creative and digital teams to showcase positive contributions from both government and corporate sectors. As we introduce the RADZ group, including brands like Clutch and Frequency Co-Working, the conversation gets even more exciting with a prediction of how AI is set to influence future endeavors. We'll uncover the elements that make these women leaders of innovation and community collaboration. Balancing work and personal life takes center stage as Rachel and Kierstan share candid stories about integrating motherhood with leadership roles. They emphasize how parenting can enhance executive skills and reflect on the role of community support. Hear how Sacramento's vibrant community plays a crucial role in their journey, countering any negative perceptions with personal experiences. Listen for invaluable advice on embracing opportunities, choosing positivity, and the non-linear nature of growth—told with passion and enthusiasm by two dynamic women making significant impacts in the Sacramento business world. You can learn more about The RADZ Group at www.theRADZGroup.com To learn more or inquire about services from RSE, visit www.rs-e.com For more information about CLUTCH, visit www.connectwithclutch.com For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries:(00:00) Female Entrepreneurs Discuss Business Journey Rachel and Kierstan bring strategic vision to revitalize RSE, blending global experience with a women-led legacy. (15:07) Exploring Future Business Trends With AI RSE offers comprehensive marketing services, specializing in social impact and government partnerships, with a focus on AI's future impact. (29:14) Balancing Work and Motherhood in Sacramento Parenting and career integration, community impact, involving children in business, empathy for young professionals, and pride in fostering future generations in Sacramento. (42:13) Embracing Opportunities and Growth in Business Seizing opportunities, taking risks, and choosing positivity drive meaningful work and make a positive impact.
In this episode, Pat and Konch explore the growing momentum in sports investing, with Lazard's new sports advisory team leading the charge. They also cover key leadership moves, including promotions at Kestra Financial, Ares Management, and Emigrant Partners. On the M&A front, Wealth Enhancement adds $82M AUM, and CAPTRUST expands in Houston with a $300M acquisition. Plus, institutional updates feature new RFPs, strategic asset allocation changes, and major commitments from Louisiana TRS and Los Angeles Water & Power Employees' Retirement Plan
What better episode to bring back than Mike Pereira now that we're deep into the football season and he's now actually in the booth with the very Tom Brady he references in this episode from earlier this year. Enjoy. When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he lets us in on the intimate pivots and touchdowns of a life dedicated to the love of the game. As he discusses the warm camaraderie of his broadcasting team and his recovery from back surgery, you'll feel the strength of the sports community and the genuine excitement for what the future holds, including working with famed quarterback Tom Brady. Discovering one's passion can often come from the most unexpected of places, and for Mike, it was the reluctant step into his father's officiating shoes that revealed his true calling. This episode reveals Mike's early reluctance, the transformative power of taking that first whistle, and the ripple effect that passion can have across a lifetime. His candid recounting of financial struggles and serendipitous opportunities serves as a reminder that sometimes our greatest achievements are waiting just beyond the horizon of our comfort zones. Lastly, Mike's legacy, which stretches far beyond the end zones and playbooks is Battlefields to Ballfields. A testament to his commitment to giving back, providing veterans with a renewed sense of community through the world of sports officiating. Mike's dedication to honoring service members and supporting them in their transition to civilian life is as moving as it is impactful, demonstrating that the true measure of a person's career is not in the titles they've held, but in the lives they've touched. This is surely one uncommon trajectory to the highest and most respected commentary on the game in play when it comes to the rules and the on-field calls. To learn more about Mike's Battlefields to Ballfields visit www.battlefields2ballfields.org For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
What if the economic downfall of your hometown sparked a journey that led you to revolutionize a city's future? Barry Broome, president and CEO of the Greater Sacramento Economic Council, shares his incredible story of transformation from the industrial heartland of Ohio to spearheading economic development in Sacramento. Growing up amidst the collapse of the manufacturing industry, Barry's early life in steel mills and unions shaped his unique outlook on economic revival, inspiring him to pursue higher education and, ultimately, a career dedicated to revitalizing regions like Sacramento. Our conversation uncovers the importance of civic leadership in breathing new life into cities once on the brink of economic despair. Learn how Barry draws inspiration from the rejuvenation of places like Pittsburgh and Cleveland, and discover how his unexpected move to Sacramento opened up opportunities for innovation and strategic growth. With personal anecdotes and strategic insights, Barry illustrates how local leaders are transforming Sacramento into a burgeoning hub for science, technology, and the arts, fueled by significant investments and initiatives like the Growth Factory and Aggie Square. Sacramento's vibrant cultural and economic evolution is at the forefront as we explore the city's growing reputation in sports, healthcare, and technological innovation. From the success of the Sacramento Kings to the potential of hosting a Major League Baseball team, Barry envisions West Sacramento as a viable option for expanding the city's sports franchises. As we wrap up the episode, Barry's passionate advocacy for Sacramento's future highlights the region's readiness to become a world-class destination for enterprise and community development. This insightful journey into the heart of Sacramento's transformation is as inspirational as it is informative. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/ (00:00) Economic Development and Working Class Roots Barry Broome's journey from working in steel mills to promoting economic development in Sacramento. (10:03) Civic Leadership and Economic Development Civic leadership and strategic planning drive economic revitalization in cities like Pittsburgh, Cleveland, and Detroit, while family and community influence relocation decisions. (20:06) Sacramento's Economic Development Potential Sacramento's potential as a science and engineering hub, revitalizing industries, initiatives like Growth Factory and Aggie Square, and investments in future technologies. (31:43) Sacramento's Economic and Cultural Growth Sacramento's growth is driven by major investments, healthcare developments, and sports, with potential for MLB expansion. (39:33) Sacramento's Enterprise and Investment Growth Sacramento's sports and entertainment scene is thriving, with the Golden 1 Center's success and potential relocation of the Athletics, highlighting community commitment and political will. (48:12) Barry Broome's Vision for West Sacramento West Sacramento's potential for securing a MLB team, emphasizing community support and revenue from TV rights, merchandising, and fan experiences.
What better time to present an encore episode like this than end of year when families are together and can address some of the serious elements that need family input. Not to mention, end of you tax concerns as well! This is a noteworthy episode for thsoe items that can easily be dismissed. Hope you find the timing helpful. Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect with Mike Genovese, a financial mastermind from CapTrust, illuminating the shadowy corners of estate planning. Together, we navigate the intricacies of California's Prop 19 and delve into the mechanisms of a Qualified Personal Residence Trust, offering a roadmap for transferring cherished assets to the next generation. Mike then bestows vital wisdom on managing estate and income taxes, the strategic use of spousal exemptions, and the nuanced balance between capital gains and preserving legacy wealth through stock portfolios. Get your notepad out as we confront the convoluted world of estate planning within the realms of second marriages—a situation that many individuals face. Our episode unravels the complexities of ensuring financial security for a new partner while honoring the legacy intent for children from previous relationships. Mike shares his expertise on bypass trusts, the role of trustees, and the use of specific type trusts for larger estates. The emphasis can't be minimizd for the necessity of crystal-clear communication and precise documentation to smooth the path through the intricate dynamics of blended families. Wrapping up the episode, the attention turns to business owners pondering their exit strategy, with a deep dive into the advantages of Employee Stock Ownership Plans (ESOPs). For the entrepreneurial spirit looking to reward loyal employees and ensure the longevity of their life's work, our discussion on ESOPs reveals a tax-efficient method of business succession. Mike and I dissect the financial mechanics, regulatory intricacies, and the tangential benefits of selling a company to those who know it best—the employees. This episode is as much a masterclass; as it is a tutorial for navigating the financial implications of life's transitions. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
In this episode, Karl Eggerss delves into the complexities of achieving financial goals. He emphasizes the importance of a comprehensive financial plan and discusses how preconceived notions, shaped by our upbringing and past experiences, can hinder sound financial decision-making. Karl offers insights on how individuals and families can stay on track despite these challenges. Additionally, Karl analyzes the current stock market rally, questioning its sustainability as we approach the new year. He notes that much of the good news has already been factored into stock prices and highlights the importance of how a new administration needs to execute on the many ideas and promises that have been made. Topics covered: Financial Planning Fallacies Stock Market Rally For topic suggestions or questions, e-mail info@creatingricherlives.com #financialplanning #stocks #fallacies #captrust @CAPTRUST
Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspective shaped by years of basketball officiating, proving that passions outside your main career can enhance professional life in unexpected ways. Through heartfelt anecdotes, Paul shares how nonverbal communication plays a pivotal role in fostering relationships on and off the basketball court. His transition from attorney to NBA liaison and playground monitor showcases a retirement filled with purpose and joy. We hear how Paul's active engagement in new roles allows him to maintain connections with younger generations, all while enjoying the newfound freedom that comes with financial security. Explore the art of crafting a purposeful retirement plan with Paul, uncovering how his second act keeps him vibrant and inspired. From inspiring his daughter to follow in his officiating footsteps to sharing valuable retirement planning advice, Paul's story offers a blueprint for anyone seeking a fulfilling life after a long career. Whether you're planning for retirement or simply looking for inspiration, this episode reveals how staying active and maintaining purpose can lead to a rewarding post-career life. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ CHAPTER SUMMARIES (00:00) Paul Bossenmaier's Retirement Success Paul Bossenmaier's unique career path includes driving a beer truck, practicing law, and officiating basketball games. (19:20) Communication and Retirement Success Nonverbal communication in NBA extends beyond verbal interactions, including informal reconciliations and post-retirement activities. (28:19) Retirement, Financial Freedom, and Purpose Paul's unique role as playground monitor and NBA liaison, his nickname strategy, and reflections on retirement and purpose. (35:25) Creating a Purposeful Retirement Plan Paul's journey from NBA liaison to inspiring his daughter to pursue refereeing, and the importance of a fulfilling second act.
Podcast Summary Topo Padilla, a remarkable figure with over four decades of experience in the bail bonds industry, joins me, Kelly Brothers, to share his deep insights and personal journey. From his family's pioneering efforts in Sacramento to his reflections on the ethical dilemmas and risks of the profession, Topo offers an engaging narrative that highlights the balance between upholding justice and supporting individuals in their most vulnerable moments. With a rich history spanning generations, the Padilla family has not only weathered the evolving landscape of bail bonds but has also shaped it, providing essential community support through innovative services and unwavering dedication. As we navigate the shifting tides of California's criminal justice system, Topo addresses the profound impacts of Proposition 47 and the ongoing dialogues surrounding criminal justice reform. He brings into focus the urgent need for a more rehabilitative approach in corrections, advocating for better mental health and substance abuse support. Through his lens, we gain a nuanced understanding of the challenges and changes affecting the industry, from the restructuring of state prisons to the role of private facilities, all while stressing the importance of legislative changes aimed at reducing recidivism and genuinely improving inmate care. Throughout our conversation, Topo underscores the importance of adaptability in the bail bonds business and shares his strategies for marketing his family-owned enterprise amidst a rapidly changing landscape. His insights on transitioning from traditional advertising to community engagement offer valuable lessons for those in niche industries. Recognizing the vital roles of stakeholders like judges, bailiffs, and law enforcement, Topo expresses gratitude for the collective efforts of those navigating the justice process, highlighting how every contribution shapes the lives of those awaiting their day in court. Join us for an enlightening discussion that offers a fresh perspective on the intricacies of the bail bonds industry and its critical role in our justice system. To learn more about Greg Padilla Bail Bonds, visit https://www.padillabailbonds.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries (00:00) Understanding the Bail Bonds Industry Topo Padilla explains the fundamentals of bail bonds, including indemnitors and regulatory oversight, and his passion for the industry's role in the criminal justice system. (07:10) Generations of Family Bail Bondsmen Padilla family's legacy in bail bond industry, upholding rights while ensuring court appearances, and generational continuity. (13:32) Bail Bonds Industry Challenges and Changes Topo Padilla shares insights on fugitive recovery, tools of the trade, and challenges faced by bail agents in an evolving legal landscape. (26:29) Reforming the Criminal Justice System Proposition 47's impact on substance abuse and mental health, efforts to repeal, and need for rehabilitation in California's correctional system. (33:34) Issues in Criminal Justice Reform California's prison system shifts to county jails, discussing rehabilitation, privatized prisons, and marketing strategies for a family-owned bail bond business. (47:04) Recognizing the Role of Bail Bondsmen Topo Padilla shares gratitude and experiences in criminal justice system, highlighting roles of judges, prosecutors, and law enforcement.
In the wake of the recent election, the world of cryptocurrencies has seen a significant surge, capturing the attention of investors everywhere. With this newfound interest, many are left wondering if now is the opportune moment to dive into the cryptocurrency market. In this insightful episode, Karl Eggerss takes a deep dive into the realm of cryptocurrencies, offering a comprehensive breakdown of what they are, how they function, and their potential as a viable investment option. Topics covered in this episode include: Cryptocurrencies Asset Allocation Diversification For topic suggestions or questions, e-mail info@creatingricherlives.com #cryptocurrency #captrust @CAPTRUST
Join me, Kelly Brothers, on a flavorful journey as I sit down with renowned chef Patrick Mulvaney, who shares his captivating story from a traditional Irish upbringing in New York to becoming a celebrated restaurateur in Sacramento. Listen in as Patrick recounts how his college experiences sparked a passion for cooking, leading him to an apprenticeship in Ireland and eventually returning to America as a skilled cook. Discover how Patrick's love for the Sacramento farming community and its year-round growing season inspired him to establish Mulvaney's Building and Loan, a restaurant dedicated to celebrating local farms and farmers. Experience the richness of Sacramento's agricultural landscape through Patrick's eyes as we explore the city's unique culinary scene. Hear about the amazing quality and proximity of fresh produce that often leaves chefs and visitors in awe. Patrick shares delightful anecdotes, including a memorable dinner with 300 mayors, showcasing Sacramento's bounty. This conversation sheds light on the evolving perception of Sacramento as a culinary hub and Patrick's role in connecting local farmers with the community, emphasizing the importance of supporting the agricultural talents that make Sacramento special. Finally, we explore the nuances of the restaurant industry and the importance of mental health support within it. Patrick provides insights into the balance between culinary passion and financial oversight, highlighting the mentorship and community spirit that foster new talent. Celebrate the communal spirit of the industry with stories of collaboration, shared success, and the legacy of guidance among peers. This episode promises to be an enriching experience, offering a glimpse into the heart of Sacramento's culinary world and the vision of a chef committed to making a difference. To learn more about Mulvaney's or to make a reservation, you can visit the website:https://mulvaneysbl.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries: (00:10) Chef Patrick Mulvaney and B&L Restaurant Renowned chef Patrick Mulvaney shares his journey from traditional Irish upbringing to owning a celebrated restaurant in Sacramento, emphasizing his commitment to local farms and community impact. (13:38) Sacramento's Agricultural Blessings and Connections Patrick Mulvaney highlights Sacramento's agricultural richness and role in connecting farmers with the community. (24:12) Supporting Restaurant Industry Mental Health Choosing the right advisor and balancing passion and financial oversight in restaurant management, with a focus on mentorship and community support. (38:54) Sacramento's Slow Food Festival Expansion Chef Mulvaney shares Slow Food's origins and plans for Terra Madre Americas, promoting agritourism and cultural exchange in Sacramento. (49:55) Fiduciary Duty and Pricing Transparency Fiduciary responsibility prioritizes clients' best interests, avoiding high-commission products and promoting transparency in financial advising fees.
In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity manager search from the City of Hartford Municipal Employees' Retirement Fund, major commitments from CPP Investments, and CalPERS allocating significant capital across private equity, private credit, and infrastructure strategies. Fundraising news highlights Pender Ventures closing its second venture fund at $100M and Pantheon launching two evergreen funds targeting secondaries in private credit and equity markets. Tune in for the latest insights in institutional and wealth management news!
Join Karl Eggerss as he uncovers the investment advice of one of the world's wealthiest individuals. This billionaire believes his widow should invest nearly all their fortune in a single type of investment. Tune in to find out who this influential figure is and what his recommendation entails. Remember, what works for a billionaire might not be the best choice for you and your family. Topics covered in this episode include: Warren Buffett Asset Allocation Stocks For topic suggestions or questions, e-mail info@creatingricherlives.com #warrenbuffett #assetallocation #stocks #captrust @CAPTRUST
What if you could turn a modest upbringing into a powerhouse of entrepreneurial success and community development? Meet Kevin Nagel, a man whose journey from a small townhouse to a transformative force in Sacramento is nothing short of remarkable. Through personal anecdotes and pivotal career decisions, Kevin illustrates how mentors, resilience, and strategic foresight can shape not only a career but an entire city's future. Join us as we explore Kevin's dynamic career path, starting with a choice between Wall Street and pharmaceuticals that led to monumental achievements in both industries. Hear how Kevin's entrepreneurial spark ignited the creation of HMN Health Services and Envision, paving the way for notable business deals and highlighting the importance of timing and perseverance. His inspiring journey doesn't stop there; Kevin's commitment to community is evident in his efforts to keep the Sacramento Kings in town and his passionate involvement with the Sacramento Republic. Kevin's vision for Sacramento's future is as contagious as it is ambitious. With plans for a new soccer-specific stadium and a diversified economy, his dedication to enhancing the city's entertainment and economic landscape shines through. Kevin's story is not just about personal success but about leaving a legacy of character and community impact. Tune in to discover how one man's vision and determination are shaping the future of Sacramento. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ CHAPTER SUMMARIES(00:00) Kevin Nagel's Path to Success Kevin Nagel's humble beginnings, mentors, academic journey, and early career experiences shaped his path in healthcare and pharmaceuticals. (06:42) Kevin Nagel's Career Journey Kevin Nagel's early career journey highlights perseverance and resilience in finance and pharmaceutical industries, driven by a childhood experience. (16:35) Kevin Nagel's Entrepreneurial Success Entrepreneur shares journey of starting and selling two successful businesses, demonstrating resilience and strategic thinking. (26:14) Kevin Nagel's Sacramento Kings Rescue Kevin Nagle's financial transformation led to his pivotal involvement in keeping the Sacramento Kings in the city. (37:49) Sac Republic Ownership Journey Kevin's journey with Sac Republic, financial challenges, smooth ownership transition, passion for soccer, disappointment of losing MLS, and importance of a dedicated stadium. (41:09) Investment in Soccer Stadium Development Sacramento Republic's new ownership, plans for a soccer stadium, cross-continental growth in football, and humorous comparisons to Ted Lasso. (46:13) Sacramento's Future Vision With Kevin Nagel Kevin Nagel envisions a diversified economy and enhanced entertainment opportunities for Sacramento, with gratitude for civic-minded individuals shaping the city's progress.
With the election behind us, the stock market has soared to new record highs. But can this momentum continue? In this episode, Karl Eggerss delves into the reasons behind the market rally, what might happen next, and how you should approach your portfolio moving forward. Additionally, Karl provides a comprehensive update on the recent changes to retirement plan contribution limits. Topics covered in this episode include: Election Investments Tax Changes For topic suggestions or questions, e-mail info@creatingricherlives.com #election #investments #taxchanges #captrust @CAPTRUST
Dr. Scott Fishman's remarkable journey from the humanities to the forefront of medical innovation is nothing short of inspiring. Dr. Fishman, whose path veered from a recording studio to significant contributions in pain research, joins us to share the intriguing twists that led him from an interest in communication to a profound fascination with endorphins and pain management. With pivotal moments like a news story on acupuncture in China and the guidance of a mentor, Dr. Fishman's story serves as a testament to the power of curiosity and perseverance in transforming one's career and impact. Our conversation progresses into the vital link between lifestyle choices and chronic pain management. With more than three decades of experience, we explore how holistic approaches, including diet and mental wellness, can drastically improve quality of life and mitigate chronic conditions. By spotlighting the creation of a wellness education office, we underscore the shift from reactive healthcare towards preventive strategies, inspired by the dedication and support of advocates like Jacquelyn Anderson. This episode challenges listeners to rethink their health narratives and embrace lifestyle changes as powerful tools for longevity and vitality. Navigating the overwhelming abundance of health information is no easy task, yet finding credible sources is more important than ever. We delve into the biases present even in reputable institutions like UC Berkeley and the Mayo Clinic while emphasizing the empirical insights offered by the Blue Zones about diet, lifestyle, and community connection. Our discussion advocates for critical evaluation of health advice, warning against an overreliance on supplements, and urging listeners to prioritize sustainable habits over fleeting solutions. Dr. Fishman's insights into wellness education and future healthcare financing offer a deeper understanding of the importance of accessible, effective wellness initiatives. You can reach Dr. Fishman at the UC Davis Office of Wellness Education or by emailing him at smfishman@ucdavis.edu For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ CHAPTER SUMMARIES (00:00) Exploring Pain Dr. Scott Fishman's unconventional journey to becoming a physician, sparked by curiosity and persistence, highlights the importance of science and mentorship. (13:34) Wellness Education and Chronic Illness Lifestyle choices can prevent and manage chronic pain, and a paradigm shift towards preventive health care is needed. (27:19) Navigating Information on Health and Wellness Evaluating health information, diverse diets, active lifestyles, and avoiding quick fixes for wellness. (45:02) Future of Medical Care Finance Future of medical care, complexities of financing, and importance of wellness education and initiatives discussed by Dr. Scott Fishman.
In this podcast, Karl Eggerss discusses the complexities and potential pitfalls of annuities. He shares his experiences of seeing many people pushed into these products without fully understanding them, only to later discover high annual fees and significant surrender penalties. Eggerss also highlights the issue of insurance salesmen encouraging clients to switch annuities for higher commissions. However, he emphasizes that not all insurance salesmen or annuities are bad; there are situations where annuities can be appropriate. He advises listeners to be cautious and ensure they fully understand annuities before committing. Topics covered in this episode include: Annuities TCJA Election Living Trusts For topic suggestions or questions, e-mail info@creatingricherlives.com #annuities #election #livingtrusts #TCJA #captrust @CAPTRUST
Join me, Kelly Brothers, as I engage in a captivating conversation with Mike Testa, CEO of Visit Sacramento, who shares his fascinating journey into the world of destination marketing. Growing up in Davis and spending time in the East Bay, Mike eventually returned to Sacramento, where he discovered his passion for showcasing the city's unique appeal. He opens up about the complexities of his role, especially in challenging times, and the importance of fostering a genuine belief in the city's potential. From conventioneers to sports enthusiasts, Mike discusses Visit Sacramento's strategy to attract a diverse range of visitors, highlighting the organization's funding structure and its pivotal role in enhancing the city's economic landscape. Listen in as we explore Sacramento's cultural and culinary evolution, inspired by successful music festivals like Aftershock and Golden Sky. Mike shares insights on how these events have transformed Sacramento's image and contributed significantly to the local economy. With an influx of visitors and substantial economic impact, these festivals underscore the city's potential to redefine itself beyond its government town roots. The conversation also touches on the logistical challenges of hosting such large-scale events and the importance of strategic planning in a competitive market. Our discussion further uncovers the potential for Sacramento to enhance its tourism offerings through developments like amateur sports facilities and soccer complexes. Mike emphasizes how such initiatives could attract tournaments and boost local tourism, while also enriching the city's identity. We delve into Sacramento's vibrant culture, from its "Farm to Fork" movement to its status as the "City of Trees," and the importance of embracing its multiple identities. The episode concludes with a focus on innovative marketing strategies to showcase Sacramento's appeal to a broader audience, leveraging various media platforms to reach potential visitors and strengthen the city's reputation. You can learn more about Visit Sacramento by visiting: https://www.visitsacramento.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries (00:00) Attracting Tourism to Sacramento Mike Testa shares his journey into destination marketing and Visit Sacramento's multifaceted approach to attract diverse visitors. (09:55) Cultivating Sacramento's Cultural and Culinary Identity Music festivals in Austin and Sacramento have transformed cities, generating economic impact and facing logistical challenges in a saturated market. (25:05) Transforming Sacramento's Tourism and Identity Building a soccer complex in Sacramento can attract tourism, benefit local teams, and showcase the city's vibrant culture and multiple identities. (34:33) Economic Development Ideas for Sacramento Regional collaboration, economic development, and sports fields are discussed to enhance Sacramento's appeal and vitality. (46:33) Marketing Strategies for Sacramento Marketing strategies for Sacramento include targeted advertising, social media, and a significant annual investment in leisure travel promotion.
American stock investors have enjoyed exceptional returns in recent years. However, a major investment firm has issued a cautionary forecast this week. In this episode, Karl Eggerss breaks down the warning and its potential implications for you. Additionally, Karl shares valuable strategies to help you steer through these uncertain times. The subjects covered in this podcast are: Stock Market Diversification Financial Planning Asset Allocation For more information, go to https://www.creatingricherlives.com #stocks #financialplanning #diversification #captrust @CAPTRUST
Welcome to this episode, where I, Kelly Brothers, take you on a fascinating journey with the esteemed Dr. Terry Zimmerman, a renowned plastic surgeon from Folsom. Join me as we explore Dr. Zimmerman's inspiring path from his childhood dreams in Los Angeles to his accomplished medical career. As a child, Dr. Zimmerman dreamed of becoming an astronaut or race car driver, but his love for precision ultimately led him to medicine, specifically the transformative field of plastic surgery. In our conversation, Dr. Zimmerman shares his educational journey from UC San Diego to USC, and his specialized training at UC Davis. His early passion for constructing model airplanes laid the foundation for his meticulous approach to surgery, emphasizing the precision and artistic nature required in plastic surgery. As we continue into the evolution of his practice, Dr. Zimmerman candidly discusses transitioning from reconstructive to cosmetic surgery. He shares insights on the business side of his practice, highlighting the power of word-of-mouth marketing over traditional methods and the challenges posed by insurance companies and medical tourism. His perspective on the economic indicators tied to cosmetic procedures offers a unique lens on how the field adapts to societal and economic shifts, particularly during and after the pandemic. Dr. Zimmerman also enlightens us on the latest advancements in plastic surgery techniques, from the impact of weight loss drugs like Ozempic to the increasing demand for skin tightening procedures. We discuss new trends, including the most sought-after procedures for men in 2024, and the importance of understanding patient motivations. You can learn more about Dr. Zimmerman's practice in the link below: https://www.zimmermancenter.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/
Tax minimization is a key aspect of financial planning, yet reducing capital gains can be particularly challenging due to limited strategies. Recently, Opportunity Zone Investing has emerged as an effective method to address this issue. In this episode, Karl Eggerss delves into how these investments function and when they might be the right choice for you. The subjects covered in this podcast are: Taxes Capital Gains Opportunity Zones Real Estate For more information, go to https://www.creatingricherlives.com #taxes #realestate #opportunityzones #captrust @CAPTRUST
This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you're taking action already. When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrossed in the conversation. Her journey from the Midwest to Sacramento's estate planning elite is not just a story of geographic change but a testament to her dedication in helping families circumnavigate the looming complexities of wealth protection. This episode is an essential listen as Anne illuminates the stark realities of the forthcoming estate tax exemptions slated for 2026. With the threshold set to drop, more families—and not just those in high-value states like California—are poised to experience significant financial impacts. Tax planning seems like a daunting task, but she'll break down the process with precision and clarity. She underscores the critical nature of proactive steps, such as securing powers of attorney and healthcare directives once you hit adulthood. The advice doesn't stop there; whether you're starting a family or running a family business, Anne's insights on navigating the tax landscape in light of the 2025 amendments are invaluable. She also delves into the specific challenges faced by those in second marriages, ensuring that all loved ones are provided for without unintended oversights, like outdated beneficiary designations that can lead to ex-spouses accidentally inheriting assets. Finally, Anne addresses a more somber topic—the financial exploitation of the vulnerable. She champions the role of fiduciaries to protect those who may not be able to protect themselves and cautions listeners on the importance of making these decisions early. With a practical approach, she provides listeners with strategies for maximizing exemptions and deftly managing asset transfers before the estate tax changes take effect. Anne Rosenthal's expertise in estate tax law is a necessary episode if the law impacts you or your loved ones. Providing a comprehensive guidebook to safeguard your legacy in these unpredictable times is absolutely necessary. For more information about Drobny Law visit: www.drobnylaw.com or call 916-419-2100 For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/
While much of the United States is dealing with the destruction of two massive hurricanes and the subsequent cleanup, investors may have to prepare for their own storm in the next few months. While nobody knows what the future holds in terms of financial market performance, there are several steps investors can take today to prepare for volatility and begin to protect their portfolios. The subjects covered in this podcast are: · Stock Market · Volatility · Hurricanes · Asset Allocation For more information, go to https://www.creatingricherlives.com #stockmarket #volatility #assetallocation #captrust @CAPTRUST
Ever wondered how childhood entrepreneurial ventures can shape a successful business career? Join me, Kelly Brothers, as Brad Squires, CEO of Sacramento Venture Philanthropy, shares his transformative journey from a young boy selling mistletoe with his brothers in Woodland, California, to co-founding a global B2B maintenance management software company, Maintenance Connection. Brad's stories offer a nostalgic look at the early lessons he learned, including responsibility and cash flow management, which have profoundly impacted his approach to entrepreneurship and philanthropy. Discover how Brad's passion for innovation led him to create Sacramento Venture Philanthropy, an organization that applies venture fund principles to support local nonprofits. We explore the unique challenges and opportunities faced by these nonprofits in the Sacramento region and how initiatives like the Fast Pitch program empower them to effectively communicate their missions and secure vital resources. Brad shares success stories, such as the Food Literacy Center, and discusses how SVP bridges the gap between traditional nonprofit management and rigorous business practices. Finally, we discuss the importance of community engagement and capacity building, offering insights into how strategic initiatives can bolster nonprofit organizations. Brad introduces us to innovative programs like Think Tankathons and the "five T's" of being a generous partner. We also touch on understanding fiduciary duty in financial advising, highlighting the need for transparency and vigilance when navigating financial services. This episode promises to leave you inspired by Brad's journey and enlightened on the intersection of entrepreneurship and philanthropy. To learn more about SVP visit: https://www.svpsacramento.org/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries(00:10) CEO Brad Squires Talks Entrepreneurship Entrepreneur Brad Squires shares his journey from childhood business to co-founding a successful software company, blending entrepreneurship and philanthropy. (10:04) Childhood Paper Routes Nature's unique experiences of running a flower farm business, selling mistletoe, and early entrepreneurial ventures. (18:28) Venture Philanthropy and Fast Pitch Program SVP uses venture fund approach to support nonprofits in Sacramento region, bridging gap between traditional management and business practices. (27:58) Success Stories of Fast Pitch Program Fast pitch in Sacramento helps organizations articulate their mission, with high-powered partners and volunteer coaches, leading to success stories and collaborations. (36:56) Community Engagement With Sacramento Nonprofits SVP provides strategic philanthropy through programs like Fast Pitch and Think Tankathons, emphasizing capacity building and the five T's. (49:12) Understanding Fiduciary Financial Advisors Fiduciary duty in financial advising: understanding fees, prioritizing clients' best interests, and transparency in financial arrangements.
This week, all attention was on the jobs report, and it delivered some positive news. For the first time in several months, the employment situation is looking up. Investors reacted by snapping up stocks and offloading bonds. Interestingly, it's not just the usual stocks on the rise; the market is expanding, which is a positive development. Additionally, China is making a comeback. In this episode, Karl Eggerss breaks down the recent changes in China. The subjects covered in this podcast are: Jobs Report China Economy Estate Planning For more information, go to https://www.creatingricherlives.com #jobsreport #economy #China #estateplanning #captrust @CAPTRUST
Curious about what makes a top broker tick? Join us for a captivating conversation with Todd Sanfilippo, a celebrated industrial broker crowned Broker of the Year by the Sacramento Association of Commercial Real Estate. Todd shares his inspiring journey from a childhood steeped in real estate in San Jose to becoming a leading figure in Sacramento's commercial property market. Discover how pivotal choices, like opting for a research role at CBRE over a secure position at AT&T, and the influence of his personal life, including meeting his future wife, led him to redefine success in the industry. Gain insider knowledge as Todd opens up about his transformative 35-year career at CBRE, from his early days in a research role to thriving as a commissioned broker. He emphasizes the critical role of ethics, collaboration, and mentorship in shaping a rewarding career. Todd's passion for industrial real estate shines through as he discusses current trends, like the growing demand for efficient logistics, and how warehouse designs are evolving to keep up with this rapidly changing landscape. Learn from Todd's experiences as he offers guidance for young professionals eager to carve their path in this competitive field. We also explore the broader shifts within commercial real estate, including innovative approaches to repurposing underutilized spaces and the evolving workforce that is becoming more diverse. Todd shares his insights on the importance of dedication and the sacrifices needed to thrive, highlighting how aspiring brokers can set themselves apart. Whether you're a seasoned real estate expert or just curious about the field, Todd's journey and wisdom provide valuable lessons in resilience, foresight, and the ever-changing nature of this dynamic industry. You can reach Todd by visiting the website: https://www.cbre.com/people/todd-sanfilippo For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries (00:00) Success in Commercial Real Estate Todd Sanfilippo's journey from San Jose to top broker in Sacramento, influenced by family, hard work, and strategic career decisions. (07:07) Commercial Real Estate Transition and Success Todd Sanfilippo's 35-year career at CBRE, from research to commission broker, with emphasis on mentorship, ethics, and collaboration in industrial real estate. (20:36) Real Estate Trends and Market Growth Real-time delivery logistics has doubled rents and influenced warehouse design in Sacramento's market, with a focus on Metro Air Park and competitive labor costs. (35:43) Transformation in Commercial Real Estate Commercial real estate faces challenges and opportunities, including repurposing spaces and diversifying the industry's workforce. (43:12) Career in Commercial Real Estate Understanding motivations, commitment, and work ethic are crucial for success in commercial real estate.
While investing can have several risks, proper asset allocation can help reduce those risks over time. However, many investors have biases which leads to avoiding certain asset classes and heavily weighting others. This can cause extra volatility and perhaps poor long-term returns. In this podcast, Karl welcomes guest Casey Keller, CFA to the podcast to discuss which area of the market may offer a long term opportunity and how to properly diversify. The subjects covered in this podcast are: Asset Allocation Risk Management International Stocks For more information, go to https://www.creatingricherlives.com #internationalstocks #riskmanagement #assetallocation #investing #captrust @CAPTRUST
Join your host, Kelly Brothers, as he introduces two young, dynamic certified financial planners (CFPs) from CAPTRUST's Sacramento office, Lauren Ralston and Kathryn McCall. Together, they dive into a variety of financial topics relevant to the local community, ranging from the importance of financial literacy, effective budgeting strategies, and insurance needs, to preparing for retirement and managing inherited assets. The conversation covers practical advice on financial planning, estate planning, and the implications of tax laws, making complex financial concepts accessible and engaging for a diverse audience. The experts also stress the significance of starting financial planning early, involve the family in financial discussions, and the unique challenges of aging parents. You can reach Lauren or Kathryn through the CAPTRUST website by visiting: https://www.captrust.com/locations/california/sacramento-ca/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights: 00:00 Welcome to Bite-Sized Finance 00:47 Meet the Young CFPs: Lauren Ralston and Kathryn McCall 01:28 Lauren Ralston's Financial Journey 03:13 Kathryn McCall's Path to Financial Planning 05:03 Diving into Listener Questions 06:21 Retirement Planning: Consolidation and Simplification 08:06 The Role of Financial Advisors 18:45 Life Insurance Essentials for Young Families 22:56 Helping Your Child with a Down Payment 26:00 Introduction and Q&A Format 26:27 Preparing for Aging Parents' Care 33:07 Financial Planning for Inherited IRAs 39:12 Budgeting and Emergency Funds 42:41 Financial Literacy for High School Students 47:06 Final Advice and Closing Remarks
After several interest rate hikes by the most aggressive Federal Reserve in history, the cutting began this week. The Federal Reserve cut interest rates by 0.5%, which surprised some. But, some interest rates actually went up on that day. Due to the large rally by the stock market on Thursday, it's causing some investors to have a fear of missing out. This FOMO is a recipe for disaster. Karl explains what to do in situations like these. The subjects covered in this podcast are: Interest Rates FOMO Asset Allocation Financial Plans For more information, go to https://www.creatingricherlives.com #federalreserve #fomo #assetallocation #investing #captrust @CAPTRUST
Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Considerations include taxes, investments, estate and financial planning. Additionally, in this podcast, a friend and colleague of Karl Eggerss is honored with a special award. The subjects covered in this podcast are: - Business Sale - Lifestyle, Legacy, Philanthropy - Harriet Helmle Award For more information, go to https://www.creatingricherlives.com #businesssale #financialplanning #investing #captrust @CAPTRUST
What happens when a family-owned grocery store becomes a community cornerstone for over seven decades? Listen as Darell Corti of Corti Brothers shares the incredible journey of this Sacramento icon, from its modest beginnings in 1947 to its staunch commitment to customer-focused service today. Explore the roots of Little Italy in Sacramento and understand the profound cultural impact of the Italian-speaking network centered around St. Mary's Parish Church. Hear heartwarming stories of multi-generational customer loyalty, including memorable interactions with notable figures like Greg Popovich, Coach of the San Antonio Spurs. Darrell opens up about his early start in the family business and the evolution of Corti Brothers through various locations and industry changes. Discover why human interaction remains vital in retail amid a growing trend toward automation, and dive into the significance of family-run businesses in maintaining community ties. As we look forward, Darrrell, now 82, offers wisdom on sustaining a unique grocery store in a competitive market. He shares his passion for the wine business and reflects on his travels to Europe in search of unique vintages. Looking ahead, we even have an insightful discussion on climate change's impact on agriculture and its far-reaching effects on the food industry. You'll be sure to come away from this episode with a rich history of a Sacramento icon, personal anecdotes, and thought-provoking reflections on America's relationship with food. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Chapter Summaries (00:10) Corti Brothers Darrell Corti shares the history of Corti Brothers, a family-owned grocery store in Sacramento's Little Italy, highlighting their cultural significance in the community. (04:45) Corti Brothers Family Grocery Legacy Corti Brothers' rich history as a family-owned grocery store in Sacramento, from its Italian immigrant roots to its current location on Folsom Boulevard. (13:26) Legacy Grocery Business Traditions Darrell Corti of Corti Brothers shares stories of customer loyalty and the importance of human interaction in retail. (25:46) Corti Brothers and the Future 82-year-old Darrell Corti shares his experience in the wine business, including travels to find unique wines and the challenges of staying competitive. (36:11) Climate Change and Culinary Predictions Disinflationary impact of bulk purchasing, food waste, food insecurity, climate change's effect on agriculture, and personal food preferences. (47:51) Fiduciary Investment Advisory by CapTrust Fiduciary duty prioritizes clients' best interests and transparency in pricing is important for understanding fees and value received.
For 18 years, the PIMCO has conducted its annual U.S. Defined Contribution Consulting Study. One of the longest-running studies of its kind, it aims to understand what retirement consultants are thinking, seeing, and planning to do next. The firm interviews some of the most influential DC-focused consultants in the country, including advisors at CAPTRUST. The respondents this year represent 15,000 U.S. retirement plans and almost $9 trillion in assets. In this episode of Revamping Retirement, your hosts Matt Patrick and Peter Ruffel welcome PIMCO's Vidur Mehra and Joseph Szalay to find out what's trending, what's challenging, and what's new the world of defined contributions, from plan design to evaluating retirement income solutions. IMPORTANT NOTICEPlease note that this podcast contains the opinions of the managers as of the date recorded, and may not have been updated to reflect real time market developments. All opinions are subject to change without notice. PIMCO is not responsible for the information or views communicated by representatives of other companies. This material is not indicative of the past or future performance of any PIMCO product and should not be considered as investment advice or a recommendation by PIMCO of any particular security, strategy or investment product. PIMCO has distributed this material for informational purposes only. The 2024 PIMCO US Defined Contribution Consulting Study seeks to help consultants, advisors and plan sponsors understand the breadth of views and consulting services available within the defined contribution (DC) marketplace. The 2024 study captures data, trends and opinions from 28 consulting and advisory firms who serve over 15,379 clients with aggregate DC assets in excess of $7.94 trillion. All responses were collected from January 8, 2024 through February 26, 2024. All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Commodities contain heightened risk, including market, political, regulatory and natural conditions, and may not be appropriate for all investors. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. High yield, lower-rated securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Inflation-linked bonds (ILBs) issued by the various governments around the world are fixed-income securities whose principal value is periodically adjusted according to the rate of inflation. Repayment upon maturity of the original principal as adjusted for inflation is guaranteed by the government that issues them. Neither the current market value of inflation-indexed bonds nor the value a portfolio that invests in ILBs is guaranteed, and either or both may fluctuate. ILBs decline in value when real interest rates rise. In certain interest rate environments, such as when real interest rates are rising faster than nominal interest rates, ILBs may experience greater losses than other fixed income securities with similar durations. The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses. Stable value wrap contracts are subject to credit and management risk. Management risk is the risk that the investment techniques and risk analyses applied by an investment manager will not produce the desired results, and that certain policies or developments may affect the investment techniques available to the manager in connection with managing a strategy. Treasury Inflation-Protected Securities (TIPS) are ILBs issued by the U.S. government. Diversification does not ensure against loss. Glide Path is the asset allocation within a Target Date Strategy (also known as a Lifecycle or Target Maturity strategy) that adjusts over time as the participant's age increases and their time horizon to retirement shortens. The basis of the Glide Path is to reduce the portfolio risk as the participant's time horizon decreases. Typically, younger participants with a longer time horizon to retirement have sufficient time to recover from market losses, their investment risk level is higher, and they are able to make larger contributions (depending on various factors such as salary, savings, account balance, etc.). Generally, older participants and eligible retirees have shorter time horizons to retirement and their investment risk level declines as preserving income wealth becomes more important. De-risking strategy is based on a function of plan funded status. As plan funded status improves, clients may be interested in reducing their plan funded status volatility by shifting out of risk assets and into liability-hedging fixed income. Target Date Funds are designed to provide investors with a retirement solution tailored to the time when they expect to retire or plan to start withdrawing money (the "target date"). Target Date Funds will gradually shift their emphasis from more aggressive investments to more conservative ones based on their target dates. Target Date Funds invest in other funds and instruments based on a long-term asset allocation glide path, and performance is subject to underlying investment weightings, which will change over time. An investment in a Target Date Fund does not eliminate the need for an investor to determine whether a Fund is appropriate for his or her financial situation. An investment in a Fund is not guaranteed. Investors may experience losses, including losses near, at, or after the target date, and there is no guarantee that a Fund will provide adequate income at and through retirement. PIMCO does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax or legal questions and concerns. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Any tax statements contained herein are not intended or written to be used, and cannot be relied upon or used for the purpose of avoiding penalties imposed by the Internal Revenue Service or state and local tax authorities. Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning, trust, investment, retirement, or insurance arrangement. There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. All opinions, outlook and strategies are subject to change without notice. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. 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As the seasons shift, they bring both positives and negatives. Football enthusiasts, hunters, and fans of cooler weather welcome this change. However, for investors, September has traditionally been challenging, and this year is no exception. Yet, this doesn't imply the remainder of the year will follow suit. Karl delves into these topics in this episode. The topics discussed in this podcast include: Seasonal Risk Economy Federal Reserve For more information, go to https://www.creatingricherlives.com #economy #federalreserve #investing #captrust @CAPTRUST
Join me, Kelly Brothers, for an insightful episode featuring Jeff Phelan, a seasoned real estate developer from Sacramento, as he shares his incredible journey from humble beginnings to building a near-national development company. Listen in as Jeff recounts his early interest in construction, sparked by hands-on summer jobs in Redding, California, and the pivotal role a neighbor, Jim Lenane, played in his career by connecting him with initial opportunities. This episode is a testament to the power of hard work and mentorship, highlighting the importance of instilling a strong work ethic in the younger generation. Jeff Phelan also opens up about the complexities of working for a publicly traded company, his departure from DCT, and the challenges of balancing extensive travel with family life. Discover how Jeff's return to his entrepreneurial roots led to the strategic expansion of Phelan Development across the U.S., with a keen eye on emerging markets like Portland, Oregon. Gain valuable insights into the differences between publicly traded and private companies, and why Jeff prefers the latter. Finally, we explore various real estate trends and the intersection of real estate development with family values and parenting. Jeff discusses the benefits and challenges of different real estate classes, such as office buildings, warehousing, and retail spaces, and shares lessons learned from the Great Recession. We also look into the importance of hands-on experiences for personal growth, the balance of affluence with life's challenges, and succession planning in real estate, including Jeff's perspective on nepotism and preparing the next generation for leadership. This episode is a rich blend of professional insights and personal reflections that really emphasize the true nature and character of who Jeff really is. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com Episode Highlights(02:46 - 04:37) Career Path Influenced by Generous Mentor (11:12 - 12:12) Challenges of Entrepreneurship During Economic Downturn (17:32 - 19:08) Evaluating Potential Real Estate Markets (24:25 - 26:13) Real Estate Challenges and Opportunities (31:11 - 32:39) Strength and Confidence in Logistics Industry (32:40 - 34:27) Challenges of California Real Estate Episode Chapters(00:00) Building a Real Estate Development Company Jeff Phelan's journey from humble beginnings to real estate success, influenced by mentorship and the evolving landscape of the trades. (12:48) Expanding Real Estate Development Company Jeff Phelan's journey from a publicly traded company to restarting his own company, and the strategic expansion of Phelan Development across the U.S. with a focus on emerging markets. (25:02) Analyzing Commercial Real Estate Trends Office buildings have high expenses and tenant turnover, retail is competitive, and warehousing is stable and essential. (36:02) Parenting and Success in Real Estate Real estate development, family values, and parenting intersect with hard work, resilience, and fostering communication and connection within families. (42:39) Succession Planning in Real Estate Nepotism can negatively impact business success, but family involvement can be positive if they have the skills and experience.
Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your assets also have different 'vintages.' The performance of a security or fund can significantly differ based on the timing of your investment. On this podcast, Karl Eggerss will explain ways to reduce that particular risk. The topics discussed in this podcast include: Vintage Risk Diversification Dollar Cost Averaging For more information, go to https://www.creatingricherlives.com #vintagerisk #diversification #investing #captrust @CAPTRUST
Join me for a fascinating conversation with Steve Pleau, the Founder and CEO of the Future Automotive Group, as he shares his remarkable journey from growing up in Northern California to becoming a leading figure in the automotive industry. Steve recounts his unexpected move to Sacramento before his senior year of high school, his early days working as a lot boy, and his passion for gymnastics that saw him coaching while working full-time. His collegiate gymnastics career at Sac State, marked by an undefeated streak, reveals the dedication and resilience that have been key to his success. Listen in as Steve discusses his transition from a pre-med major to business at Sac State and his time serving in the military during the Vietnam era. He shares his experiences of joining his father's automotive business, working long hours, and eventually buying his own dealership at the age of 35. We explore the challenges he faced, including reopening a closed Ford dealership in Roseville, and his efforts to improve the industry's reputation in the early 70s. Steve's story provides valuable insights into the foundational years that led to the success of the Future Automotive Group. In our discussion, we also examine the relationships between car dealerships and manufacturers, the success story of the Roseville Auto Mall, and the future of automotive technology. Steve sheds light on the significant influence of manufacturers, the innovative strategies behind the Auto Mall's success, and the rapid adoption of electric vehicles. We touch on the evolving role of e-commerce in car sales, the balance between EVs and internal combustion engines, and the importance of exceptional customer service. This episode is packed with strategic insights and the hard work that transformed a regional dealer group into a multi-store, multi-brand dealer group. Future Automotive Group is a wonderful reflection on our market and Steve has certainly demonstrated that when the customer is treated properly, everyone wins. To learn more about Future Automotive Group or to buy a car, visithttps://www.futureautomotive.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights(00:00 - 00:31) Business Journey Stories on Podcast (03:40 - 04:45) Gymnastics Memories and Shoulder Injuries (10:17 - 13:06) Success of Future Automotive Group CEO (18:45 - 19:31) Ownership of Dealership Vehicle Inventory (25:42 - 26:48) Father and Son Work Relationship (30:42 - 32:04) Auto Mall Development Success Story (34:27 - 37:55) The Future of Automotive and EVs (41:53 - 44:01) The Importance of Customer Satisfaction
It seems most investors when they retire want "mailbox money". But, is mailbox money all it's cracked up to be? On this podcast, Karl Eggerss explains why having too much income may be bad for your financial future. And, he'll help you think about how to diversify your portfolio. The topics discussed in this podcast include: Mailbox Money Income Retirement Planning For more information, go to https://www.creatingricherlives.com #mailboxmoney #income #investing #captrust @CAPTRUST
What happens when a young boy's love for baseball evolves into an illustrious broadcasting career? In this episode I'm speaking with Jeff Levering, the voice of the Milwaukee Brewers. He recounts his incredible journey from Sacramento to the big leagues. HIs passion for baseball was ignited by his father and childhood heroes like Matt Williams and Will Clark, leading him to win a state championship at Jesuit High School and a national championship at Chapman University. Discover the pivotal moment Jeff realized his professional playing career wouldn't pan out and how he found his true calling behind the microphone. Jeff shares the highs and lows of his broadcasting career, starting from the minor leagues in 2006 to joining the Milwaukee Brewers in 2015. Listen as he narrates the story of managing multiple roles, from sales to media relations, and the key moments that defined his path, including his time with the Springfield Cardinals and the Pawtucket Red Sox. His move to the Midwest and embracing the challenges of working in a passionate sports market provide a fascinating glimpse into the life of a dedicated broadcaster. Jeff also emphasizes the importance of readiness for big league opportunities, offering valuable insights for aspiring broadcasters. In the final segments, Jeff discusses the future of sports broadcasting and the integration of AI technology, expressing his concerns about the potential loss of storytelling in live sports. We'll also reflect on the possibility of Sacramento hosting an MLB team and its impact on the city's sports culture, as Jeff shares his thoughts on this exciting prospect. Finally, we touch base on the nuances of positive commentary in sports broadcasting, highlighting how Jeff balances work and family life while maintaining a respectful relationship with players and managers. Join us for an inspiring conversation with Jeff Levering, celebrating his remarkable career and love for the game. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com Episode Highlights (00:02 - 00:37) Personal Journeys in Northern California (03:20 - 04:43) Transition From Player to Broadcasting (09:34 - 10:45) First Radio Broadcast in Minor Leagues (16:25 - 17:32) Pawtucket (19:14 - 20:29) Broadcasting Career Development Through Experience (26:45 - 27:47) AI Technology in Sports Broadcasting (33:52 - 34:59) Potential Brewers Game in Sacramento (41:13 - 42:41) Brewers' Broadcasters Doing National TV (48:23 - 48:51) Finding Jeff Levering on Satellite Radio Chapter Summaries (00:00) From Player to Broadcaster Jeff Levering's journey from player to broadcaster, inspired by childhood heroes and serendipitous opportunities in baseball and his father's role as an umpire. (13:56) Broadcasting Career Journey Through Minor Leagues My journey through minor league baseball broadcasting, managing multiple roles, and the importance of timing and connections in reaching the majors. (25:42) The Future of Sports Broadcasting Sports broadcasting is evolving with shifting schedules, AI technology, and concerns about storytelling and fan connections. (31:16) Sacramento MLB Team and Broadcasting Changes Sacramento potentially hosting MLB games at Sutter Health Park, impact on local teams, and significance of recent rule changes. (40:20) Broadcasting Career and Team Loyalty Balancing work and family life, calling games for the Big Ten Network, and potential career moves in broadcasting. (47:14) Positive Commentary in Sports Broadcasting Broadcasting in sports emphasizes positivity, respect for players and managers, and celebrates the career of Jeff Levering.
Over the past few years, inflation and the Federal Reserve's response to it have been the primary concerns for most investors. However, there has been a recent shift in focus. In this episode, Karl Eggerss discusses the reasons behind this change. Additionally, he addresses how the market can swing from panic to recording the best week of the year. All these topics are explored in detail in this episode. The topics discussed in this podcast include: - Inflation - Stock Market Turnaround - The News and Stock Returns For more information, go to https://www.creatingricherlives.com #investing #captrust @CAPTRUST
Get ready for an extraordinary journey through the ever-evolving sphere of California politics with my special guest, Jeff Randle, a seasoned conservative political consultant. Jeff shares his compelling story, from his roots in La Mirada, Los Angeles County, to the influential moments that sparked his political ambitions. He takes us through his early days—starting with an unforgettable experience at the 1980 Republican National Convention and a pivotal internship with U.S. Senator Pete Wilson. Despite facing initial setbacks, Jeff's determination eventually led to remarkable career milestones, shaping his future in the world of political consulting. In the midst of Jeff's narrative, we gain unique insights into his strategic shift from political consultancy to entrepreneurship. Learn about his pivotal role at Storza Communications, the challenges posed by the 9/11 attacks, and the serendipitous meeting with Arnold Schwarzenegger that would redefine his career. Jeff recounts the exhilarating 60 days following Schwarzenegger's dramatic Tonight Show announcement and offers an insider's perspective on the contrasting campaign styles of Schwarzenegger and Pete Wilson. From helicopter rides to sheriff's conferences, we get a behind-the-scenes look at the dynamic and often chaotic world of political campaigns and the camaraderie that fueled Republican successes in California. We also touch on the broader shifts in California's political landscape, exploring the decline of Republican influence and the rise of structural advantages for Democrats. Jeff provides a candid analysis of the changing demographics, union support, and the potential for a business-oriented independent candidate to make waves in future elections. We'll close with a look into the evolving landscape of political consulting, the future of American elections, and the essential need for a return to civility and constructive discourse in politics. Join us for a comprehensive exploration of California politics and the intriguing career of Jeff Randle. To learn more about Randle Communications visit : https://www.randlecommunications.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (01:51 - 03:11) Political Spark (04:52 - 06:08) Republican National Convention Sparks Interest (09:10 - 09:55) Political Veteran's Continued Influence (11:05 - 13:03) Jeff Randle's Entrepreneurial Success (19:54 - 20:40) Arnold's Last Minute Decision (24:15 - 25:47) Governor's Passion for Campaigning (34:00 - 34:43) Staying True to Ourselves (40:07 - 41:25) Missed Opportunities in Political Strategy (46:41 - 47:59) The Decline of Political Teamwork
If you didn't pay attention to the stock market this week, you might have missed it. There was a stock market that crashed and it was the second worst day in its history. On this episode, Karl Eggerss explains what it was, why it happened, and why doing nothing about it wasn't a bad idea. But, are we out of the woods? Perhaps not. The topics covered in this podcast include: Stock Market Crash Carry Trade Economy For more information, go to https://www.creatingricherlives.com #stockmarketcrash #carrytrade #economy #investing #captrust @CAPTRUST
Can you transform a vision into reality with just $2.50? Discover how Winnie Comstock-Carlson did exactly that when she founded Comstock's Magazine. Join me, Kelly Brothers as Winnie, the president and publisher, and Judy Farah, the magazine's editor, recount their inspiring journeys in the media world. From Winnie's initial conviction that Sacramento needed better business reporting to Judy's impressive career that spans significant events like the 1984 Olympics and the Oscars, this conversation is a testament to perseverance, passion, and the power of journalism. We'll journey through the evolution of Comstock's Magazine under Winnie's ongoing influence and more recently, Judy's editorial acumen. Learn about the strategic changes that have kept the magazine engaging and relevant, including the addition of restaurant reviews, diverse profiles, and the celebrated "Icon" section. We'll also highlight the significance of covering business developments in smaller towns around Sacramento, emphasizing the importance of regional journalism in fostering community and democracy. Finally, we look ahead to the future of journalism in the digital age. Winnie and Judy discuss how Comstock's collaborates with an editorial advisory board to maintain high standards, the challenges print media faces, and their optimistic outlook for its future. They share insights on how the magazine weathered the COVID-19 pandemic and celebrate Sacramento's transformation over the past 35 years. An award winning magazine in many different categories, this is an inspiring discussion on the vital role of journalism and the influential power of civic engagement in shaping a vibrant community. To learn more about Comstock's magazine, visit https://www.comstocksmag.com/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (00:00 - 48:45) Silent Conversation (03:15 - 05:31) Building a Print Publishing Business (09:52 - 11:21) Expanding Comstock's Magazine for Broader Audience (16:50 - 18:25) Development Opportunities in Sacramento (19:35 - 20:35) Navigating Bias in Political Writing (28:29 - 28:53) Revival of Print Journalism (35:04 - 36:01) Printing Costs Force Magazine Relocation (40:06 - 41:51) 35 Years of Sacramento History Chapter Summaries (00:00) Comstock's Magazine Winnie and Judy reflect on Comstock's Magazine's 35th anniversary, their careers in media, and the importance of business news in the community. (09:05) Comstock's Magazine Evolution and Vision Comstock's Magazine evolved under Judy Farah's leadership, featuring diverse profiles, restaurant reviews, and coverage of smaller towns. (22:22) Future of Journalism in Digital Age Collaboration, challenges, and optimism for print media's future discussed by Comstock's Magazine's president and editor. (34:45) Evolution and Future of Comstock's Magazine Comstock's magazine faced challenges during COVID-19, including increased printing costs and celebrating 35 years in Sacramento's growth. (47:17) Sacramento's Impact on Regional Politics Comstock's magazine discusses Sacramento's political environment and the neglect of its riverside assets, emphasizing civic engagement and regional challenges.
How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum and the Mercy Foundation, where he shares the evolving challenges and unwavering missions of these cultural and social pillars. This episode emphasizes the significance of long-term financial management for endowments, foundations, and associations, and the personal fulfillment that comes from supporting local organizations. In our deep dive into nonprofit mission engagement and fiduciary strategies, we stress the importance of fiduciary responsibility and maintaining robust client relationships. Learn why regular performance benchmarking and issuing RFPs are essential for competitive fees and service quality. Discover how savvy fund management can attract and retain donors, ultimately benefiting the institution's mission. These insights are vital for finance committee members and those involved in institutional investment management, ensuring they can effectively support and enhance their organizations' missions. Finally, we explore the nuances of endowment distribution and investment policies, shedding light on common practices like the rolling average distribution rate and adjustments during economic downturns. Understand the differences between true and quasi-endowments, the importance of adhering to board policies, and the critical need for documenting investment and distribution policies for institutional memory. Through real-life case studies, we illustrate the financial benefits of proper cash management and the role of advisors in guiding nonprofit committees towards optimal financial sustainability. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me, Scott or Mike at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (00:00) Institutional Investing and Fiduciary Governance (07:45) Nonprofit Mission Engagement and Fiduciary Strategies (27:04) Endowment Distribution and Investment Policies (36:59) Nonprofit Endowment & Foundation Strategies Chapter Summaries(00:00) Institutional Investing and Fiduciary Governance Endowment investing and fiduciary governance for nonprofits, with insights from board members and advisors. (07:45) Nonprofit Mission Engagement and Fiduciary Strategies Managing endowments and foundations requires fiduciary responsibility, client-driven services, benchmarking, RFPs, and mission engagement. (27:04) Endowment Distribution and Investment Policies Nature's endowment distribution policies, true vs. quasi-endowments, documenting policies, limited power of attorney, and investment policy statements. (36:59) Nonprofit Endowment & Foundation Strategies Efficient management of endowments and foundations includes cash management, fiduciary responsibilities, and regular policy review.
Investors have been attempting to predict the timing of the initial interest rate reduction by the Federal Reserve. Friday's disappointing employment report not only solidified the likelihood of an interest rate cut, but also raised the chances of a more substantial cut. Although the stock market experienced a challenging week, bond bulls have returned with vigor. In this podcast, Karl Eggerss discusses his observations and strategies for navigating the potentially volatile upcoming weeks in the financial markets. The topics covered in this podcast include: - Interest Rates - Recession - Stocks For more information, go to https://www.creatingricherlives.com #recession #interestrates #stocks #investing #captrust @CAPTRUST
The political landscape has been turbulent lately, accompanied by mixed signals on the economic front. As a result, investor sentiment has been highly volatile, with rapid shifts between aggressive buying and selling. In this episode, Karl Eggerss offers insights on navigating such uncertain times in the market. Topics discussed on this podcast: Election Small Cap Stocks Stock Market Rotation For more information, go to https://www.creatingricherlives.com #captrust @CAPTRUST
When looking for financial advice, have you been told "You need this" or "Read this pamphlet"? Oftentimes, salespeople are disquised as financial advisors pushing products to individuals and couples. Authentic financial advisors give advice and help individuals and couples achieve their financial goals. They don't try to sell products. On this podcast, Karl Eggerss explains what real financial planning should look like and how you can achieve a better retirement without needless products. Topics discussed on this podcast: Life Insurance Insurance Agents Annuities For more information, go to https://www.creatingricherlives.com #captrust @CAPTRUST
Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission of transforming Sacramento's funding landscape, Lokesh's story is one of resilience, inspiration, and vision. This episode offers an intimate look into his life, highlighting pivotal moments like his education at Don Bosco and an unforgettable meeting with Mother Teresa that shaped his worldview. As Lokesh recounts his transition from Delhi to Berkeley, he shares the challenges and triumphs of adjusting to life in the United States. His early professional experiences at Price-Waterhouse-Coopers in San Francisco paved the way for his future success in venture capital. With family support, especially his mother's insistence on staying connected to his roots, Lokesh navigated the complexities of a new culture while laying a solid foundation for his career. This chapter of his life provides listeners with valuable insights into the immigrant experience and the significance of perseverance. Dive into the heart of Sacramento's startup ecosystem with Lokesh as he discusses his vision for Moneta Ventures. Learn about Moneta's hands-on approach to mentorship and how they support small, private companies with strategic advice and funding. Lokesh highlights the success of Aumni, a software company that Moneta backed, and shares his optimism for the region's potential to become a hub for innovation. This compelling conversation showcases Lokesh's gratitude for his journey and his contributions to the community, as well as, the potential for our region to become an influence in tech for the country. To learn more about Moneta Ventures visit: https://www.moneta.vc/ For more information on what we provide at CAPTRUST visit www.captrust.com. You can reach John Lockwood via email at: john.lockwood@captrust.com You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlight Timestamps (00:42 - 02:33) Childhood in Assam Sparks Business Passion (16:46 - 18:08) Transitioning From US Work Experience (20:38 - 21:43) Transition From Sparta to Venture Fund (30:36 - 31:37) Successful Exit of Scaled Startup (33:51 - 35:08) Investor Compensation and Risk Alignment (35:08 - 38:44) Understanding Venture Capital Liquidity (42:32 - 43:37) Economic Potential of Sacramento (45:08 - 46:22) India and US Political Alignment Chapter Summaries (00:00) From India to Finance Lokesh Sikaria's early life in Assam, India, his diverse exposure to business, and his impactful experiences with mentors and Mother Teresa. (10:23) Journey From India to Entrepreneurship An 18-year-old immigrant from Delhi adjusts to life in the U.S., supported by family, and begins a career with Price-Waterhouse-Coopers. (21:55) Venture Capital in Sacramento Moneta Ventures provides funding, mentorship, and strategic advice to small, private companies in Sacramento, with a successful investment in Aumni. (37:59) Indian Business Success and US Synergy Venture capital and private equity investments require long-term commitment, Sacramento's potential for startup success, and the success of Indian American leaders in the US. (47:53) Grateful Founder in Folsom Lokesh Sikaria's decision to stay in Folsom has brought joy and success, making him a cherished figure in the community.
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