Podcasts about family offices

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Best podcasts about family offices

Latest podcast episodes about family offices

Women in Family Business (WIFB)
The Powerful Women of Saudi Arabia's Family Businesses

Women in Family Business (WIFB)

Play Episode Listen Later Sep 29, 2022 28:28


KPMG Private Enterprise has famously published numerous studies and thought leadership articles on women in family businesses from across the globe, but none of these publications has looked exclusively at the role of women in Saudi Arabia. Until now! With the number of women in the Kingdom's workforce increasing over the last decade, and women assuming leadership roles in Saudi companies, many of which are family businesses, their contribution and influence deserved a closer examination. In this episode of WiFB, Kholoud Mousa, Partner & Head of Inclusion, Diversity and Equity and Buthainah Albaity, Director Private Enterprise – Family Business & Family Offices, share insights and findings from KPMG's recent publication, The Power of Women in Family Businesses. The study was local to Saudi Arabia, featuring in-depth interviews with 14 female family business leaders from across the Kingdom and focuses on the changing role of women in these enterprises.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Real Asset Media Thought Leaders
CEE rate rises make room for family offices and HNWI's

Real Asset Media Thought Leaders

Play Episode Listen Later Sep 28, 2022 3:13


Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

The Capital Raiser Show
Brian DeLucia Preview: Where Do family Offices Like To invest?

The Capital Raiser Show

Play Episode Listen Later Sep 26, 2022 1:44


Obviously there is no one size fits all but some Family Offices do like real estate. Listen in as we explore what some people think.   http://www.arrivatollc.com/ Get your videos produced at pitchdecks.com like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit https://lnkd.in/gD6mJ5gp

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Paymentandbanking FinTech Podcast
#398 Digital Affluent Banking

Paymentandbanking FinTech Podcast

Play Episode Listen Later Sep 23, 2022 41:14


Banking für die Wohlhabenden. Was früher Family Offices und vermögensbildende GmbHs einer exklusiven Schicht ermöglicht haben, wird heute immer mehr Menschen zugänglich gemacht, die nicht zwingend das ganz große Geld verdienen. Was tut sich im Bereich Affluent Banking?

UBS On-Air: LatAm access
ESP - Foco en Europa: Outlook economico y financiero

UBS On-Air: LatAm access

Play Episode Listen Later Sep 22, 2022 12:30


En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Maximilian Kunkel, Jefe de Inversiones para Family Offices a nivel global en UBS, repasan los desafios economicos de Europa, el invierno que se viene, que estan descontando los mercados de acciones y bonos, y oportunidades de inversion. Descubra mas en ubs.com/latamaccess

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

The Vint Podcast
Ep. 42: The Vint Team is Growing, and Hear From Alternative Asset Expert Mark Bell

The Vint Podcast

Play Episode Listen Later Sep 21, 2022 53:56


In this episode of the Vint Podcast,  Billy and Brady share the news of Vint's latest hire: Dillon Sykes, a full-stack software engineer. We're excited about all of the talents and ambition that Dillon brings to our team. You'll hear more from him soon!We also interview Stanford and Oxford-educated professor and researcher Mark Bell, of Emory University, who has been a leading academic within the alternative asset markets for many years. Mark is also the Head of Private Capital and Family Offices at Balentine, where he educates HNW families on emerging alternative markets, and allocates funds on their behalf to achieve more well-rounded portfolios. He is also a wine enthusiast and an investor in Vint (the company) and on our platform. Check out our open collections!Cheers!Contact us anytime at brady@vint.co or billy@vint.co

Startup Insider
Alantra erreicht beim Final Closing des Klima Energy Transition Fund 210 Mio. Euro (ClimateTech • Enagás)

Startup Insider

Play Episode Listen Later Sep 21, 2022 30:25


In der Mittagsfolge sprechen wir heute mit Lucille Bonnet, Managing Director von Alantra, über das First Closing des Klima Energy Transition Fund mit Kapitalzusagen in Höhe von 210 Millionen Euro. Alantra hat sich auf die Bereiche Alternative Asset Management, Investment Banking und Kreditportfolioberatung spezialisiert und ist dabei weltweit tätig. Der Fokus liegt hauptsächlich auf dem Mid-Market-Segment von Unternehmen, Familien sowie Investorinnen und Investoren. Der Geschäftsbereich Investment Banking bietet unabhängige Beratung bei M&A-, Debt Advisory-, Restrukturierungs- sowie Kapitalmarkttransaktionen und hat in den letzten drei Jahren mehr als 450 Transaktionen mit einem Gesamtwert von über 70 Milliarden Euro begleitet. Alantra wurde im Jahr 1985 von Santiago Eguidazu in Madrid gegründet. Mittlerweile arbeiten mehr als 540 Professionals in Europa, den USA, Lateinamerika und Asien für das Unternehmen. Alantra hat nun in Kooperation mit dem spanischen Erdgas-Fernleitungsnetzbetreiber Enagás das Final Closing seines überzeichneten Energiewende-Fonds namens Klima Energy Transition Fund mit Kapitalzusagen in Höhe von 210 Millionen Euro bekanntgegeben. Der Betrag liegt damit signifikant über dem angestrebten Ziel von 150 Millionen Euro. Das Fondskapital stammt von institutionellen Investoren, Energieunternehmen, öffentlichen und EU-Einrichtungen sowie Family Offices. Alantra, die Gesellschafter von Alantra, Enagás sowie das Investment-Team haben sich gemeinsam mit rund 50 Millionen Euro an dem Fonds beteiligt. Der Klima-Fonds hat sich zum Ziel gesetzt, Minderheitsbeteiligungen an Unternehmen mit hohem Wachstumspotenzial einzugehen, die einen aktiven Beitrag zur Energiewende leisten, indem sie beispielsweise Lösungen aus den Bereichen Dekarbonisierung des Energiesystems, erneuerbare Energien oder nachhaltigem Transportwesen anbieten. Das sechsköpfige Investmentteam verfügt zusammen über mehr als 40 Jahre Investmenterfahrung im europäischen und nordamerikanischen Energiesektor und ist in Frankreich, Deutschland und Spanien angesiedelt. Der Fonds hat bereits in den US-amerikanischen Generatorenhersteller Mainspring, den Schweizer Wetterprognoseanbieter Meteomatics und den schwedischen Solardachhersteller SunRoof investiert. Infos der Werbepartner: ROQ: Gehe jetzt auf roq.tech/daily und erhalte die komplette Plattform 3 Monate lang for free. OMR Reviews: One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 20€ Amazon Gutschein.

The Capital Raiser Show
CRS225 Brian DeLucia: Family Office Perspective on BTR Developments and Investing!

The Capital Raiser Show

Play Episode Listen Later Sep 21, 2022 34:08


They might not need your capital but they are scaling nonetheless. What do Family Offices want? Let's ask Brian! http://www.arrivatollc.com/ Get your videos produced at pitchdecks.com like the Capital Raiser Show. If you would like to find out more about Family Office Capital Raising events you can visit https://lnkd.in/gD6mJ5gp

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.comMembership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com►Where to follow and listen to Richard:Twitter: https://Twitter.com/RichardCWilsonWebsite: http://www.FamilyOffices.comLinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdfFacebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/Trainings: https://www.InvestmentCertifications.comBootcamps: http://FamilyOffices.com/CapitalFamily Offices Summits: http://FamilyOffices.com/:Family Office Jobs:http://FamilyOfficejobs.com/----Thank you for watching this video—Please Share it. I like to read comments so please leave a comment.► Subscribe to My Channel: https://www.youtube.com/user/familyofficesgroup--Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance.He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Life After Business
#318: Why Family Offices Buy Private Companies with Paul Moffatt

Life After Business

Play Episode Listen Later Sep 15, 2022 60:00


Ep.#4 [THEME FIVE] Many entrepreneurs want to diversify their wealth out of their largest asset–their business. But what if you had so much wealth that you needed to diversify out of the public markets into privately held companies? Today on the podcast, we get a special look into what it’s like to view–and invest in–privately held companies from the perspective of a family office. A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth. (Wikipedia) In this episode, Paul Moffatt is on the show and shares with us how the family office he works for, Encore One, is structured, why they buy privately held companies, their approach, and what they do with them over time. Encore One is over twenty years old and focuses on preserving the long-term legacy of their portfolio companies versus buying, gutting, and selling. In this episode, you will learn how Encore One reinvests the cash from their portfolio companies, how they make money, and why they have found their success in long-term holds (ten years and older). One thing Paul really leans into is how important it is to be aligned with their seller and management team on the future direction of the business. // WATCH THE INTERVIEW ON YOUTUBE: Intentional Growth™ Podcast What You Will Learn The structure of Encore One and how they run independently under the same trust. Why Paul and his company don’t take out dividends from their portfolio companies. Encore One’s mindset with their portfolio company and why it’s very long-term hold based. Why Paul just focuses on acquiring one or two companies a year versus aggressive growth. What happens when a private equity firm holds on to a company long-term versus buying and selling. Paul’s deal structure and who it best suits. How Encore One manages engagement with their portfolio companies so people are validated that they are professionally growing. How Encore One makes money from all of its entities underneath one big trust. // USE YOUR FINANCIALS TO CLARIFY A PATH TOWARDS A MORE VALUABLE BUSINESS: Intentional Growth Financial Assessment Bio: Paul has spent his entire career serving the middle market. Prior to joining Encore One in 2017, Paul enjoyed a successful 16-year career in commercial banking, most recently as a vice president in the Twin Cities Commercial Banking Group at U.S. Bank. Prior to joining U.S. Bank in the Twin Cities, Paul held similar roles at LaSalle Bank, Cole Taylor Bank, and MB Financial in Chicago. Paul has helped advise and fund over one hundred companies in various stages of development with a wide range of transactions and special situations. Paul graduated from Marquette University with a BS in Finance and minor in Political Science. He received his MBA from the Kellstadt School of Business at DePaul University. Paul lives with his wife and two children in Saint Paul, Minnesota.

Irish Tech News Audio Articles
The role of Humans in executing Sustainability goals, Helene Li

Irish Tech News Audio Articles

Play Episode Listen Later Sep 13, 2022 2:34


Description: The complexities of NetZero journeys are real and people need to be upskilled to be able to execute their strategic goals. In this episode, we discuss these topics with Helene Li, Top voice in Sustainability & Impact in the APAC region. We also touch on Greenwashing, Cop27, and the current macroeconomic environment. The role of Humans in executing Sustainability goals, Helene Li Helene Li (/) is the CEO and co-founder of Go Impact Capital Partners (), and Co-Chair of Sustainability & ESG Action CouncilCo-Chair of the Association of Family Offices in Asia. She is a leading voice on Sustainable Finance, DigitalTransformation and Fintech, TEDx Speaker, Top Financial Services Influencer in APAC, (Refinitiv), Top 2 Sustainable Finance Influencer globally (Onalytica). Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms See more podcasts here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Startup Hypeman: The Podcast
S18E11: Raising Capital Through Hidden Funding Opportunities with Phunware COO Randall Crowder

Startup Hypeman: The Podcast

Play Episode Listen Later Sep 11, 2022 57:06


When we think of raising capital we usually default to VCs, Angels, Friends & Family, and maybe Family Offices. But there are a whole host of other funding instruments that can put you on the map, like alumni groups, sovereign wealth funds, and more. Randall Crowder raised over $100 million for Phunware, then took the company public via a SPAC and raised another $100 million. He's experienced the good, the bad, and the ugly behind every possible funding path. He steps to the mic in this week's episode to break it all down so that you can be more educated in your capital pursuit. He also shares how fighting in Iraq prepared him for entrepreneurship.Find Randall online:LinkedIn: https://www.linkedin.com/in/randallcrowder/Website: http://www.randallcrowder.com/Find Phunware online:Website: https://www.phunware.com/This episode is sponsored by Miquido - a full-service software development partner that supports companies in building their digital products. Learn more at miquido.com/hypeman Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

The Irish Tech News Podcast
The role of Humans in executing Sustainability goals

The Irish Tech News Podcast

Play Episode Listen Later Sep 10, 2022 30:58


Description: The complexities of NetZero journeys are real and people need to be upskilled to be able to execute their strategic goals. In this episode, we discuss these topics with Helene Li, Top voice in Sustainability & Impact in the APAC region. We also touch on Greenwashing, Cop27, and the current macroeconomic environment. Helene Li (https://www.linkedin.com/in/helene-li-1555bb16/) is the CEO and co-founder of Go Impact Capital Partners (https://goimpact.today/home), and Co-Chair of Sustainability & ESG Action CouncilCo-Chair of the Association of Family Offices in Asia. She is a leading voice on Sustainable Finance, DigitalTransformation and Fintech, TEDx Speaker, Top Financial Services Influencer in APAC, (Refinitiv), Top 2 Sustainable Finance Influencer globally (Onalytica). Dr. Efi Pylarinou is the No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv, a Top Thought Leader by Onalytica, and a Top Digital Futurist, Linkedin and Twitter Voice, by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics. Founder of Efi Pylarinou Advisory servicing Big Tech, Financial Services and Fintech clients. She strongly believes in building bridges between the old and the new economy. She shares her passion of content creation with her 190,000+ followers on Linkedin and 18,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal

Why Not Mint Money
Family offices: How do India's ultra-rich make investments?

Why Not Mint Money

Play Episode Listen Later Sep 1, 2022 50:36


Mint's Satya Sontanam speaks to a panel who are managing the wealth of ultra-high-net-worth individuals on how the ultra-rich are investing and what money means to them.

Freedom Through Passive Income
Ep 243 - How the Top 1% Invest Differently than the Middle Class

Freedom Through Passive Income

Play Episode Listen Later Aug 31, 2022 11:26 Transcription Available


We are reading articles all the time about the 1% and we're paying people to teach us about the 1% of the 1%. We're constantly asking, how do we get smarter about where we're putting our money? Growth of capital is equally as important as the preservation of capital. We did endless amounts of research on this. We thought that this topic was important. It's going to lead into its six episode series about personality types in investing. So we're going to give you the 4 rules about the top 1%.Download your Free Private Lending Report here: https://www.freedomcapitalinvestments.com/lendingDownload your Freedom # worksheet here:  https://www.freedomcapitalinvestments.com/worksheetClick on the Social Media links below and listen in on our Private Group Conversations about how to achieve Financial Freedom through a consistent pipeline of passive income investments:  https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250————————————————————————— Number one is investing in alternative investments. What do the top 1% do differently than the middle class? They invest in alternative investments. They don't invest all of their money in stocks and bonds, which a majority of Americans do, because that's where their retirement accounts are and it's what they hear about the most. Number two, they do their research and or get comfortable with whatever investment that they are investing in. In the case of Family Offices they have an entire team of people that actually do all the research for them. Number three, they match opportunities with their personality type. Because it matters and investing who you are and how you invest. Number four is they diversify across many, many different assets not in one pool of assets. This is where we can relate to Dan Fleyshman's advice about 40-40-20. He invests 40% of his money in the safe category, 40% in a less safe, but still pretty safe and at higher growth. The final 20% goes to the shoot for the moon venture capital or very high risk investments where he knows he just might lose it.Join our groups on Facebook and LinkedIn.https://www.facebook.com/groups/freedomthroughpassiveincomehttps://www.linkedin.com/groups/14048250www.FreedomCapitalInvestments.comInvest Smart.  Live Happy.—————————————————————————Connect with us here:FB personal pageshttps://www.facebook.com/Flipsterhttps://www.facebook.com/dani.lynn.robisonLinkedIn personal pageshttps://www.linkedin.com/in/fliprobisonhttps://www.linkedin.com/in/danilynnrobisonInstagram personal pageshttps://www.instagram.com/fliprobisonhttps://www.instagram.com/danilynn23TikTok  personal pageshttps://www.tiktok.com/@danilynnrobisonhttps://www.tiktok.com/@fliprobison

Startup Insider
Investments & Exits - mit Daniel Wild von Mountain Alliance

Startup Insider

Play Episode Listen Later Aug 26, 2022 26:36


In der Rubrik “Investments & Exits” begrüßen wir heute Daniel Wild, Gründer und Aufsichtsrat von Mountain Alliance. Daniel hat die Runde von Servify und Inworld AI kommentiert: Servify, ein Startup, das den Lebenszyklus von Geräten für mehrere beliebte Smartphone-Hersteller wie Apple und Samsung in vielen Märkten verwaltet, hat 65 Millionen US-Dollar erhalten und will in zwei Jahren an die Börse gehen. Der Singularity Growth Opportunity Fund führte die Series-D-Finanzierung des Startups mit Sitz in Mumbai an. AmTrust und Family Offices wie Pidilite sowie die bestehenden Investoren Iron Pillar, Beenext, Blume Ventures und DMI Sparkle Fund beteiligten sich ebenfalls an der Runde. Das Startup arbeitet mit mehr als 75 Herstellern von Elektronikgeräten zusammen, darunter OnePlus und Xiaomi, und bietet ihnen Whitelabel-Kundendienstleistungen wie Schadensschutz und verlängerte Garantien. Partnerunternehmen nutzen die gleichnamige Plattform von Servify auch, um ihren Kunden Inzahlungnahmen, Upgrades und Finanzierungsprogramme anzubieten. Außerdem gab das Startup Inworld AI, das die Entwicklung virtueller Charaktere auf der Grundlage künstlicher Intelligenz ermöglicht, eine Series-A-Finanzierungsrunde in Höhe von 50 Millionen US-Dollar unter der Leitung von Section 32 und Intel Capital bekannt. Die Runde umfasste Investitionen von Founders Fund, Accelerator Investments LLC, First Spark Ventures, Kleiner Perkins, BITKRAFT Ventures, CRV, M12, Micron Ventures, LG Technology Ventures, SK Telecom Venture Capital, NTT Docomo Ventures und The Venture Reality Fund. Inworld AI bietet eine developer platform zur Erstellung von KI-gesteuerten virtuellen Charakteren, die immersive Realitäten wie das Metaverse, VR/AR, Spiele und virtuelle Welten bevölkern. Gegründet wurde das Unternehmen von Kylan Gibbs, Michael Ermolenko und Ilya Gelfenbeyn, die sich auf KI spezialisiert haben und gemeinsam bei etablierten Unternehmen wie Google gearbeitet haben.

Family Office Intel
Hiring and retaining talent in family offices

Family Office Intel

Play Episode Listen Later Aug 23, 2022 33:21


Neil Kreuzberger joins us to discuss the family office search and compensation space. Neil is a renowned executive search and staffing expert who has decades of experience working with family offices. In this episode, Neil discusses the challenges that family offices encounter across the family office human capital landscape, ranging from the future of work to building competitive compensation packages and everything in between.

Startup Insider
VC Talk mit AENU – die angesagtesten Investoren im Porträt

Startup Insider

Play Episode Listen Later Aug 23, 2022 61:12


In der Nachmittagsfolge begrüßen wir heute in der Rubrik „VC Talk“ Fabian Heilemann, Co-Founder und CEO von Aenu. Aenu ist ein Impact Fund, der in nachhaltige Climate-Techs und Social Impact Startups in Europa und den USA investiert. Ziel des VCs ist es, einen systemischen Wandel im Bereich der Risikokapitalgesellschaften zu erreichen, indem sie vormachen, in sinnstiftende Unternehmen zu investieren, die eine positive Wirkung haben und gleichzeitig hohe Renditen im oberen Quartil erreichen. Aenu wurde im Jahr 2022 von den Brüdern Ferry Heilemann und Fabian Heilemann in Berlin gegründet. Die Gründung fand im Rahmen der Umwandlung des Investment Family Offices Pirate Impact statt, welches von den Gebrüdern Heilemann im Jahr 2016 gegründet wurde. In der Vergangenheit haben die beiden Founder auch bereits die Gutscheinplattform Dailydeal ins Leben gerufen und u.a. an Google verkauft. Das 12-köpfige Team des Risikokapitalgebers wird von strategischen Advisors unterstützt. Dazu zählen namentlich u.a. Verena Pausder, Prof. Dr. Burkhard Schwenker, Dr. h. c. Beate Heraeus, Professor Dr. Ottmar Edenhofer, Prof. Dr. Dennis Snower, Friederike von Waldenfels und David Goldberg. Aenu hat nun seinen ersten Evergreen Impact Tech Fund mit einem Startvolumen von 100 Millionen Euro lanciert. Er konzentriert sich auf langfristige Investitionen in Unternehmen mit Sitz in der EU und den USA, die zur Lösung der Klimakrise und zur Förderung der sozialen Gleichheit beitragen. Dafür setzt der Fonds strenge wissenschaftliche Nachhaltigkeitskriterien an, die von seinem internen Impact-Team festgelegt werden. So sollen Technologien unterstützt werden, die das Potenzial haben, in einem großen Maßstab CO2 vermeiden oder beseitigen bzw. alternativ die Lebensqualität von Millionen von Menschen erheblich verbessern zu können. Der Fonds soll Unternehmen in jeder Wachstumsphase mit Beträgen zwischen 500.000 Euro und 5 Millionen Euro unterstützen. Das erste Closing des Fonds war zu 60 % überzeichnet. Es konnten bisher nur befreundete Investoren und Unternehmen auf Einladungsbasis teilnehmen. Dazu gehören das Hamburger Family Office E.R. Capital, Unicorn-CEOs wie Lawrence Leuschner, Michael Wax und Niklas Zenstrom, sowie eine Reihe weiterer deutscher Family Offices. Die beiden Gründer haben zudem selbst in den Fonds investiert. In den kommenden Quartalen wird dieser schrittweise für den breiteren Markt geöffnet. Bis 2026 ist ein verwaltetes Kapital von über 500 Millionen Euro geplant. Das bereits bestehende Portfolio besteht u.a. aus Heirloom, Labster, Monta, Next Gen Foods und XFuel. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Startup Insider
Food-Startup Löwenanteil bekommt 2,6 Mio. Euro von Family Office (Bio • Finanzierung • Oldenburg)

Startup Insider

Play Episode Listen Later Aug 19, 2022 36:44


In der Nachmittagsfolge begrüßen wir heute Thomas Kley, Co-Founder und Co-CEO von Löwenanteil, und sprechen mit ihm über die Investition eines Family Offices in Höhe von 2,6 Millionen Euro. Löwenanteil verkauft gesunde und umweltfreundliche Bio-Fertiggerichte im Glas, die als vollwertige und sättigende Mahlzeit dienen sollen. Derzeit hat das Startup sieben verschiedene Gerichte im Sortiment. Der Hauptfokus liegt dabei auf veganen Speisen, wie zum Beispiel das Chili Vegano. Verbraucherinnen und Verbraucher haben im Onlineshop die Auswahlmöglichkeit eines flexiblen Abonnements oder eines einmaligen Kaufs. Das Sortiment wird durch vorgegarte und somit schnell zubereitete Bio-Superfood Beilagen wie Quinoa oder Reis ergänzt. Ein Fertiggericht von Löwenanteil hat ca. 500 Kalorien, kostet 6,99 Euro und ergibt zwei Mahlzeiten. Sie bestehen vollständig aus natürlichen Bio-Zutaten und sind reich an Protein, wodurch sie auch für Menschen mit Fitnesszielen gut geeignet sind. Löwenanteil wurde im Jahr 2017 von Robin Redelfs und Thomas Kley in Oldenburg gegründet. Im Jahr 2022 wird das Food-Startup nach eigenen Angaben 2 Millionen Gerichte an über 100.000 Kundinnen und Kunden verkaufen und hat sich einen achtstelligen Umsatz als Ziel gesetzt, was eine Verdreifachung des Umsatzes von 2021 darstellen würde. Dabei ist der deutsche Markt für das Startup der wichtigste. Durch ein neues Listing bei dem österreichischen Lieferservice Mjam wird aber auch die Stellung auf dem österreichischen Markt weiter ausgebaut. Nun hat ein Family Office 2,6 Millionen Euro in Löwenanteil investiert. Das frische Kapital soll in verschiedene Wachstumsmaßnahmen fließen, die hauptsächlich die Präsenz des Unternehmens im hoch-frequentierten Markt stärken sollen. Zudem soll aber auch die internationale Expansion, die Erweiterung des Produktsortiments sowie die Aufstockung des Teams vorangebracht werden. Für das kontinuierliche Wachstum und den nachhaltigen Erfolg des Food-Startups wird der Bestandsinvestor Square One Foods weiterhin als strategischer Partner dienen. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Purpose-Driven Wealth
Episode 38 - The Inner Workings of Family Offices

Purpose-Driven Wealth

Play Episode Listen Later Aug 18, 2022 43:46


In this episode of Purpose-Driven Wealth, your host, Mo Bina, and Brian C. Adams talk about the inner workings of family offices. To give an analogy of how multi-family offices work, Brian illustrates the typical situation when two families work together to prepare a party. It's a unique setting and is very dynamic. Here, Brian, founder and president of Excelsior Capital, shares how he started investing in commercial real estate, his thoughts on alternative assets and crypto, and why you should work towards being an asset owner. In this episode, Brian talks about: Who is Excelsior's client? Why everyone should get into cash-flowing assets People are getting more disillusioned with the stock market We're moving towards the digitalization of assets The misidentification of family offices and so much more! About Brian C. Adams:   Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate and private equity. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management, and investor relations.   He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes, since May of 2008. Since May of 2017, he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology.   From January 2016 to January 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth.   He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.   Follow Brian C. Adams on:   Website:          https://www.excelsiorgp.com/ LinkedIn:         https://www.linkedin.com/in/brian-c-adams/ Twitter:            @briancadams2   Connect with Mo Bina on:   Website:          https://www.high-risecapital.com/ Medium:          https://mobina.medium.com/   For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index      

Apartment Investing Journey
Deep Value-Add Deals, Successfully Investing 1700 Miles Away, & Securing Preferred Equity through Funds and Family Offices - with Michael Gilman | TLS218

Apartment Investing Journey

Play Episode Play 32 sec Highlight Listen Later Aug 16, 2022 41:51


Guest Bio:I have built a business from the ground up with my own capital while working as a w2( attorney) including affiliated property management and construction company. Spent close to a decade investing with my own capital before starting to pool capital 2 years ago, which allowed us to exponentially scale. We are on the path to closing $100m of real estate by year-end. Recently merged with a Colorado-based property management and construction company to have true vertical integration across markets.Join Our Passive Investor NetworkDownload Our Passive Investor Guide to Multifamily SyndicationsConnect with our guest:mike@crossmountaincapital.comhttps://www.crossmountaincapital.com/We Discuss:His background as in-house counsel for investment banksHow he acquired a 20 unit high caprate deal in a remote market as his first real estate deal.Building up a portfolio of 100 small multifamily units in the North East US.How he grew his portfolio from 100 to 600 units in a period of about 18-24 months.How he started investing 1700 miles across the country.How he targeted off-market deals.How he built strategic partners with Property Management Construction and Preferred Equity.How he's sourced equity from Funds and Family Offices.CONNECT WITH US! Visit our Website: https://www.canovocapital.com/podcastConnect with us on Facebook: https://www.facebook.com/theleadsponsorFollow us on YouTube: https://www.youtube.com/c/TheLeadSponsorFollow us on Instagram: https://www.instagram.com/theleadsponsor/Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-lead-sponsor-podcast-real-estate-investing/id1464256464LOVE THE SHOW? PLEASE SUBSCRIBE, RATE, REVIEW & SHARE

The Circuit Magazine Podcast
The Role of EP in the Private Family Office | Olivia Cooper

The Circuit Magazine Podcast

Play Episode Listen Later Aug 11, 2022 64:00


Family Offices are sometimes seen by EP as 'Unicorns' because of their inaccessibility. There has also been an assumption in some quarters that they do not pay enough attention to the type of Executive Security they procure. Today we are pleased to welcome Olivia Cooper, Head of Private Wealth and Family Office at Axiom DWFM to set the record straight and ask: How can Executive Protection better approach Family Offices when looking to provide services? Where can EP add more value and become a trusted security advisor? What is keeping UHNWs up at night especially in the coming months? How commonplace is the convergence between Wealth Management and Risk Management within a Family Office? What would make a trusted advisor stand out and will a firm professional assessment be more respected than becoming the 'department of yes'? How is succession planning related to Executive Risk Management? About Olivia: Olivia is Head of Private Wealth and Family Office at Axiom DWFM, having worked with families and family offices globally for over 20 years. She advises on the most suitable location, structuring requirements, and the creation of family offices both traditional and virtual. Olivia manages all of the families' requirements; including their succession plans and their lifetime choices, along with providing future proofing for a family's wealth for successive generations. She has spoken at numerous conferences on various topics crucial to the ongoing health and wealth of the family office environment, ranging from security, educating the next generation to capital placement. Olivia's commercial acumen and geopolitical knowledge is invaluable to her clients who recognise her ability to provide a holistic approach that includes a global outlook for their family office and private wealth structuring. https://www.linkedin.com/in/olivia-cooper-426b5a9/ (LinkedIn) More about the Circuit: The Circuit Magazine is written and produced by volunteers, most of who are operationally active, working full time in the security industry. The magazine is a product of their combined passion and desire to give something back to the industry. By subscribing to the magazine you are helping to keep it going into the future. https://circuit-magazine.com/read/ (Find out more >) If you liked this podcast, we have an accompanying weekly newsletter called 'On the Circuit' where we take a deeper dive into the wider industry. http://bit.ly/OntheCircuit (Opt in here >) The Circuit team is: Elijah Shaw Jon Moss Shaun West Phelim Rowe Connect with Us:  https://circuit-magazine.com/ (Circuit Magazine) https://mailchi.mp/the-bba.org.uk/bba-connect (BBA Connect) https://www.theprotectorapp.com/ (NABA Protector) https://the-bba.org.uk/ (British Bodyguard Association)

EisnerAmper Podcast
Future Planning: Tax Strategies for Family Offices

EisnerAmper Podcast

Play Episode Listen Later Aug 2, 2022 13:19


How can family offices prepare for the coming years from a tax perspective? In this podcast with EisnerAmper host Michael Morris, EisnerAmper Tax Director Daniel Krauss highlights key tax strategies and planning opportunities for family offices and high-net-worth individuals, including family succession planning and wealth transfer techniques.

Startup Insider
AM Ventures erreicht 100 Mio. Euro Ziel bei seinem Venture Capital Fonds (Investor • VC • Bayern)

Startup Insider

Play Episode Listen Later Jul 27, 2022 32:29


In der Mittagsfolge begrüßen wir heute Arno Held, Managing Partner bei AM Ventures, und sprechen mit ihm über den erfolgreichen Abschluss des Venture Capital Fonds in Höhe von 100 Millionen Euro. AM Ventures ist ein Risikokapitalunternehmen, welches Startups im Bereich des industriellen 3D-Drucks unterstützt, die innovative Ansätze der Fertigung aufweisen und Nachhaltigkeitsaspekte fördern, wie beispielsweise die Verringerung des Bedarfs an energie- und ressourcenintensiver Herstellung. Neben der monetären Investition unterstützt der VC die Unternehmen mit dem globalen Netzwerk und einem Pool aus Industrieveteranen mit jahrzehntelanger Erfahrung. Der Risikokapitalfonds von AM Ventures wurde im Jahr 2021 in Starnberg gegründet. Der VC hat Büros in München und im koreanischen Busan. Seit der Gründung wurden über 20 Jungunternehmen in 7 Ländern auf 3 Kontinenten mit einer Ticketgröße zwischen 500.000 Euro und 3 Millionen Euro unterstützt. Nun hat AM Ventures bekanntgegeben, dass der Venture Capital Fonds bei dem angestrebten Ziel von 100 Millionen Euro abgeschlossen wurde. Zu den Investoren gehören Family Offices, Vermögensverwalter, KMUs, multinationale Konzerne und Startup-Gründer. Im Jahr 2021 leitete der Risikokapitalgeber drei Finanzierungsrunden bei MetShape, Headmade Materials und Scrona. Zudem gab es auch eine Beteiligung an vier Folgefinanzierungsrunden mit bestehenden Portfoliounternehmen. Zu diesen zählte zum Beispiel eine Series-C-Finanzierungsrunde in Höhe von 50 Millionen US-Dollar von Lightforce Orthodontics und eine Serie A in Höhe von 8,5 Millionen AU-Dollar für Conflux Technology. Zum weiteren Portfolio gehören u.a. Vectoflow, Additive Drives, Lithoz, Dye Mansion, Cubicure, Sintratec, Incus, Exmet, Elementum, Spectroplast, 3Yourmind und Additiveworks. AM Ventures möchte mit den zur Verfügung stehenden Mitteln sein Portfolio erweitern und den industriellen 3D-Druck weltweit voranbringen. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Startup Insider
CyberTech Emproof erhält 2 Mio. Euro Seed-Finanzierung (Bochum • Cybersicherheit • Security)

Startup Insider

Play Episode Listen Later Jul 25, 2022 23:07


In der Nachmittagsfolge begrüßen wir heute Tim Blazytko, Chief Scientist und Co-Founder von Emproof, und sprechen mit ihm über die erfolgreiche Seed-Finanzierung in Höhe von 2 Millionen Euro. Emproof bietet innovative Sicherheitslösungen für Embedded Systems, die mehrere Ebenen des Software-Sicherheits-Stacks adressieren. Die automatisierten Lösungen des Unternehmens verhindern Cyber-Angriffe, wie beispielsweise das Ausnutzen von Software-Schwachstellen, sowie Produktpiraterie und -manipulation. Die Lösungen des Embedded-Security-Startups senken die kostspieligen Risiken im Zusammenhang mit Cyber-Angriffen und können die Unternehmen so vor Reputationsschäden und Produkthaftungsansprüchen schützen. Eine Lösung stellt dabei die von Emproof entwickelte NYX Software Suite dar. Diese soll Reverse-Engineering und Firmware-Manipulationen verhindern und lässt sich in jede Firmware-Entwicklungspipeline integrieren. Emproof wurde im Jahr 2017 von Marc Fyrbiak, Philipp Koppe, Benjamin Kollenda und Julian Stratmann am Horst Görtz Institut für IT-Sicherheit gegründet. Nun hat das Bochumer Startup in einer Seed-Finanzierungsrunde 2 Millionen Euro eingesammelt. Zu den Investoren zählen die niederländische Investmentgesellschaft TIIN Capital mit ihrem Dutch Security TechFund, der deutsche High-Tech Gründerfonds und der französische Venture-Capital-Fonds Cyber Impact. Der Dutch Security TechFund ist ein Cybersicherheitsfonds für Startups und Scaleups. Er wird u.a. von einer Gruppe informeller Investoren und Family Offices, der Stadt Den Haag, der regionalen Investmentgesellschaft InnovationQuarter, KPN Ventures, dem Investeringsfonds Groningen und dem Ministerium für Wirtschaft und Klimapolitik finanziert. Der High-Tech Gründerfonds ist ein Seed-Investor mit Fokus auf High-Tech Gründungen aus den Bereichen Digital Tech, Industrial-Tech, Life Sciences und Chemie. Mit einem Volumen von rund 900 Millionen Euro hat der HTGF seit 2005 mehr als 650 Startups begleitet. Zu den Portfoliounternehmen des HTGFs gehören u.a. Ebenbuild, Industrial Technology and Witchcraft, Aegiq, Altavo, Operaize, Anybill, FinMarie, Nebula Biocides, Smarterials Technology, SideCaps, Coinpanion, LEON Mobility, Sky Engine AI, FarmInsect, Urban Ground, Inovedis, FundaMental Pharma, WMT, Traceless materials, Cutanos, QphoX, Dimpora, Etvas, Venly und Sewts. Cyber Impact ist ein unternehmerischer Fonds, der seine Erfahrung, sein Fachwissen und sein Netzwerk einsetzt, um das kommerzielle Wachstum der Unternehmen in seinem Portfolio zu beschleunigen. Zum Unternehmensportfolio gehören u.a. Cryptr und Augmented Ciso. Mit dem frischen Kapital möchte Emproof seine Produktpalette weiter ausbauen und Kunden in Europa und den USA bedienen. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Leaders in Business and Investing
Rise of Family Offices w. Marc Sharpe of The Family Office Association

Leaders in Business and Investing

Play Episode Listen Later Jul 22, 2022 58:02


Managing Partner of Ironhold Capital, Paul Gray, speaks with Marc Sharpe of the Family Office Association. They had the opportunity to discuss the rise of the Family Office sector as it pertains to investing. This episode gives detailed insight into the approaches used within Family Offices and how their investment strategies differ. For those interested in learning more about Ironhold Capital, please visit us at: www.ironholdcapital.com

WHERE’S THE FUNDING?!
S.4 Ep. 10: How Brian Laung Aoaeh is Refashioning Global Supply Chains and Investing in Supply Chain Tech

WHERE’S THE FUNDING?!

Play Episode Listen Later Jul 21, 2022 32:02


Brian Aoaeh is a Cofounder and General Partner of Refashiond Ventures, an emerging venture fund manager that invests in early-stage supply chain technology. He cofounded the New York Supply Chain Meetup and the WordWide Supply Chain Federation. He is an adjunct professor of Supply Chain and Operations Management at the Tandon School of Engineering at New York University and a VC in Residence at Genius Guild, Greenhouse Fund and a Venture Partner at Newark Venture Partners.The past ran on supply chains. The present runs on supply chains. The future will run on supply chains. The world is a supply chain.™ This is the mantra of my guest who was recently named by Flexport among the 55 supply chain and logistics experts you should know and was nicknamed "The Elon Musk of Logistics Technology" on Twitter. In this episodse we discuss:His experience working in Family Offices and Venture Capital investing All things supply chain technology; and His fundraising experience as a VC raising a first fundI hope you enjoyed this episode. If you liked it, leave a rating, a review, download or share this episode. Learn more about Refashiond Ventures at https://www.refashiond.com and follow Brian on all social media platforms at Brian Laung Aoaeh but especially on LinkedIn and on Twitter!Join me next Friday for a new episode on the ALIVE Podcast Network and subscribe on your favorite podcast streaming platforms like Apple Podcasts, Google Play, Spotify, and more to get notified when new episodes drop.To be a guest or sponsor the podcast, send an email to whereisthefunding@gmail.com. Follow the podcast on Instagram at whereisthefunding_podcast and me, your host Michelle J. McKenzie on LinkedIn. 

Off the Chain
#1048 Eric Weiss On Helping Family Offices Invest In Bitcoin

Off the Chain

Play Episode Listen Later Jul 14, 2022 42:14


Eric Weiss is a Digital Asset Manager and CEO of Bitcoin Investor Group & Blockchain Investment Group. In this conversation, we discuss Inflation in the United States, how family offices are discussing Bitcoin, how Eric is helping investors come around to adopting Bitcoin, and how Eric has seen demand in Bitcoin change over the past year. ======================= LMAX Digital - the market-leading solution for institutional crypto trading & custodial services - offers clients a regulated, transparent and secure trading environment, together with the deepest pool of crypto liquidity. LMAX Digital is also a primary price discovery venue, streaming real-time market data to the industry's leading analytics platforms. LMAX Digital - secure, liquid, trusted. Learn more at LMAXdigital.com/pomp ======================= The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Go to https://www.eightsleep.com/Pomp to check out the Pod Pro Cover and save $150 at checkout. Eight Sleep currently ships within the USA, Canada, and the UK. ======================= FTX.US is the safe, regulated way to buy and sell Bitcoin and other digital assets. Trade crypto with up to 85% lower fees than top competitors. There are no fixed minimum fees, no ACH transaction fees, and no withdrawal fees.   FTX.US is also the only leading exchange that supports both Ethereum and Solana NFTs.   Download the FTX App today and use referral code “Pomp” to earn free crypto on every trade over $10. The more you trade, the more you earn. =======================

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing
Luke Vernon (Ridgeline Ventures) - Why family offices are great investment partners for brands, investment timelines and do brands need product innovation to succeed?

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing

Play Episode Listen Later Jul 12, 2022 37:03 Transcription Available


My guest today is Luke Vernon, Managing Partner of Ridgeline Ventures. Ridgeline Ventures is an independent investment group that provides founders and brands a unique alternative to traditional investment firms. Some of their investments include Cotopaxi, Bobo's, OROS, and Pro's Closet. Previously he was the CEO of Eco products, which he grew from $1mm to $80mm. We discuss his learnings as an operator, why he invests in consumer brands where other investor interest has softened, the benefits of being a family office and how he thinks about investment timelines. What were three of your biggest learnings growing Eco Products from $1mm to $80mm? Since you also started Luke's Circle and helps companies find talent, what is the key to hiring the right people? After Eco Products sold, what eventually got you thinking of becoming an investor? How did Ridgeline Ventures form? Why doesn't Ridgeline take outside capital? There's been alot of funds that have pivoted or moved away from investing in consumer brands. What are the opportunities that you're focused on? What's your due diligence process? Pricing strategy in each channel How to scale the operations of the business How long does it take to scale? Food manufacturing Self manufacturing Great vehicles to finance CAPEX What were some of your learnings during COVID? How can a board provide value to a company? What's one thing you think is overlooked when investing in consumer businesses? What's one book that inspired you personally and one book that inspired you professionally?Endurance by Ernest Jackelin Blue Ocean Strategy What's the best piece of advice that you've received?

Confluence.VC
#71 - Zain Jaffer (Zain Ventures) on prepping for a successful exit, non-obvious differences between family offices and traditional funds, and opportunities in the future of real estate

Confluence.VC

Play Episode Listen Later Jul 12, 2022 35:56


This week we had on Zain Jaffer (@zainjaffer) from Zain Ventures. Zain is a former operator with multiple exits under his belt, the most notable being Vungle's $780 million acquisition by Blackstone in 2019. Zain now primarily focuses on his family office, Zain Ventures, and he invests primarily in real estate and proptech companies. In this talk, we cover: Prepping for a successful exit Non-obvious differences between family offices and traditional funds Opportunities in the future of real estate

TechCheck
Elon Musk Looks to Scrap Twitter Deal, The Bull Case for Meta and Alphabet & Family Offices Go Big on Crypto 7/11/22

TechCheck

Play Episode Listen Later Jul 11, 2022 43:08 Very Popular


Our anchors begin today's show covering Elon Musk looking to scrap his deal to buy Twitter, and Satori Fund Founder Dan Niles shares his thoughts on the state of the broader market. Then, Goldman Sachs Managing Director Eric Sheridan offers his bear case for Meta and Alphabet, and CNBC's Leslie Picker breaks down the performance of hedge funds in the first half of 2022. Next, we circle back to the Twitter-Musk legal battle with analysis from Columbia Law School Professor Zohar Goshen, and CNBC's Robert Frank reports on prominent family offices investing large portions of their holdings in digital currencies. Later, Council on Foreign Relations Senior Fellow Sebastian Mallaby joins after publishing a new column in the Washington Post betting big on crypto's future.

La Martingale
#120 - La Guerre du Seed - Adrien Chaltiel

La Martingale

Play Episode Listen Later Jul 7, 2022 70:02


Le sujet : Combien auriez-vous gagné d'argent si vous aviez placé un ticket au capital de Tesla, lors de sa première levée de fonds ? Sûrement beaucoup ! Investir dans une levée de fonds en Seed, c'est financer le démarrage d'une jeune entreprise. C'est donc un investissement très risqué, mais au rendement qui peut être astronomique. Dans cet épisode, nous vous présentons l'essentiel à savoir à propos de l'investissement dans une levée de fonds en Seed. L'invité du jour : Adrien Chaltiel est le CEO et fondateur d'Eldorado.co, une plateforme qui met en relation des entrepreneurs avec des sources de financement (Business Angels, VC, Corporates, Family Offices, etc.). Il aide au quotidien des entrepreneurs à financer leurs projets, et des investisseurs à trouver la perle rare. Au micro de Matthieu Stefani, cofondateur de CosaVostra, Adrien nous éclaire à propos de l'investissement en phase d'amorçage : C'est quoi l'investissement en Seed ? Pourquoi parle-t-on de “Guerre du Seed” ? Où trouver des start-up en phase d'amorçage ? Quels sont les critères à prendre en compte avant d'investir ? Y a-t-il des secteurs à privilégier pour investir dans une startup en 2022 ? Comment et quand espérer percevoir un retour sur investissement ? Avantages : Bonne nouvelle ! Grâce au code MARTINGALE, vous bénéficiez d'une remise de 10% sur l'offre Community d'Eldorado. Ils citent les références suivantes : Le PEA-PME : service-public.fr L'IR PME : impots.gouv.fr La proptech : maddyness.com Le Web3 : nos épisodes à ce sujet Ainsi que d'anciens épisodes de La Martingale : #4 - Georges Viglietti - Comment faire fortune en investissant dans des startups ? #6 - Frédéric Zablocki- Comment trouver les licornes de demain ? #18 - Gabriel Jarrosson - Investir dans une startup en club On vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ici si vous préférez Google Podcast ou encore ici si vous préférez Spotify. Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici. La Martingale est un podcast produit par CosaVostra, du label Orso Media. Merci à Bricks d'avoir rendu possible cette onzième saison de La Martingale. N'hésitez pas à prendre quelques minutes pour vous rendre sur le site bricks.co et entrez le code MARTINGALE lors de votre inscription. Pour tout investissement réalisé dans les 3 mois, Bricks vous reversera 1%. Cette inscription ne vous engage à rien et vous permet d'accéder à toutes les offres en cours et à venir.

Finanzrocker - Dein Soundtrack für Finanzen und Freiheit
Folge 216: "Im Family Office setzen wir nicht auf Indexfonds!" - Interview mit Catharina Weber vom Tresono Family Office

Finanzrocker - Dein Soundtrack für Finanzen und Freiheit

Play Episode Listen Later Jul 6, 2022 68:40


Family Offices verwalten das Großvermögen reicher Unternehmerfamilien strategisch. In Deutschland gibt es mittlerweile über 400 Single- und Multi-Family-Offices. Aber wie funktioniert die Zusammenarbeit mit den Familien? Auf welche Asset Allokation setzen die Superreichen und wie unterscheidet sie sich von Privatanlegern? Und was für Menschen arbeiten in Family Offices? Mit Catharina Weber vom Tresono Family Office blicke ich hinter die Kulissen.

The Development by David Podcast
#54 - Afzal Hussein - How to go from Council Estates to Goldman Sachs

The Development by David Podcast

Play Episode Listen Later Jul 5, 2022 56:42


Afzal Hussein is a Careers & Finance Youtuber with over 112,000 subscribers, the Founder of tech startup Simpley.io and ex-Goldman Sachs. In this episode expert to learn: How to break into the world of investment banking The day in the life of a trader The salaries and bonuses of the most lucrative graduate schemes How to quit your job to become a Youtuber Why managing your personal finances is important and how to do so How to write the perfect CV What are Asset Managers, Wealth Managers Private Banks, Family Offices, Hedge Funds, ISAs and such terminology. Thanks Afzal for such a fun and educational hour! Extra Stuff: Find Afzal here - https://www.afzalhussein.com/ https://www.youtube.com/afzalhussein https://www.instagram.com/afzal_hussein/ If you love this podcast you can buy me a coffee - https://www.buymeacoffee.com/Dbyd More Extra Stuff: ME: Reach out to me on: Instagram: https://www.instagram.com/developmentbydavid/ LinkedIn: https://www.instagram.com/developmentbydavid/ The Development by David Podcast on: Spotify: https://open.spotify.com/show/6DV9tUfz5nGCmH0bfZUFrM Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-development-by-david-podcast/id1542740010**

Opportunity Zones Podcast
Opportunity Zones For Family Offices, With Alex Bhathal (Episode 204)

Opportunity Zones Podcast

Play Episode Listen Later Jul 5, 2022 16:29


Ultra High Net Worth investors and family offices are ideally suited for real estate investments in Opportunity Zones. The long holding period and strategic differences between OZs and other tax-advantaged investments can be complimentary in a large investment portfolio. Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss the evolution of Opportunity Zones and how family offices have come to better understand the incentive. Show notes: https://opportunitydb.com/2022/07/alex-bhathal-204/

The NatureBacked Podcast
Exploring Infinite Games of Family Offices With Alex Felman

The NatureBacked Podcast

Play Episode Listen Later Jul 4, 2022 32:05 Transcription Available


Companies of the future will naturally focus on the environment and impact to be able to make a business for hundreds of years, said Alex Felman from Felman Family Office.Learn more about family offices and what makes the investment firms of family wealth different from venture capitalist investors from the episode recorded on the sidelines of the TechChill conference in Riga.**A few key takeaways from Alex Felman:**I believe that most companies moving forward will have to be very impact- or environmentally-oriented with how they do business. **For example, we tend to invest to exit. And, I mean, that could be five years, it can be 15 years, it could be 20 years.Generally speaking, you probably want to have an investor who, once they're on the ride, is there until the ride runs out. It's probably an investor you want. **Looking at more environmental sustainability issues, we are actually looking at problems of these longer timeframes that may not fit into a more standard kind of VC timeframe. **If you're only trying to optimize for financial gain, it puts a very narrow perspective on your investment space. But suppose you're maximizing for other things or multiple things. In that case, it gives you much more flexibility to consider investment opportunities that you wouldn't consider otherwise. **

The Author's Corner
Episode #62: Why Writing a Textbook is Not Much Different Than Writing a Novel with John Kilpatrick

The Author's Corner

Play Episode Listen Later Jun 23, 2022 47:00


Every day is a good day to talk about books. So, we invited John Kilpatrick to offer a fresh perspective on writing in this episode filled with humor and valuable writing tips. Don't miss his surprising discoveries of the commonalities between textbooks and novels, and get to explore the contemporary definitions of writing today!Key Takeaways from This EpisodeAdvantages of prioritizing book's readability over technicalityThe importance of identifying your target audienceSimilarities that exist between textbooks and novelsLiterary voice changes and ways to deal with itHow to make people understand complex subjects easierResources Mentioned in This EpisodeThe Godfather by Mario Puzo | Paperback and KindleSo, Anyway… by John Cleese | Paperback and KindleLegend in GraniteSea Power by E.B Potter and Chester NimitzAbout John KilpatrickJohn Kilpatrick is the Managing Director of Greenfield Advisors, Director of the Washington State Economic Development Finance Authority, and is on the National Board of Advisors for Carson College of Business at Washington State University.He holds a Ph.D. in Finance from the University of South Carolina and is the author of numerous books, including the recently published McGraw Hill text, Real Estate Valuation and Strategy. Dr. Kilpatrick's consulting and academic research activities include work for and funded by the National Science Foundation, the U.S. Departments of Energy, Interior, Defense, and Commerce, Oak Ridge National Lab, Southeastern Universities Research Association, Oak Ridge Associated Universities, and numerous city and county governments and private organizations. He is one of the leading authorities in the world on mortgage-backed securities and has been featured in The Wall Street Journal, the Boston Globe, The New York Times, and other national publications. Dr. Kilpatrick and his wife split their time between homes in Issaquah, Washington, and Key West, Florida. In his spare time, Dr. Kilpatrick is an instrument-rated private pilot, an avid yachtsman, and a Paul Harris Fellow of Rotary International.Website: John A. Kilpatrick | Greenfield AdvisorsLinkedIn: John A. Kilpatrick, Ph.D.Twitter: @john_kilpatrickJohn's book: Real Estate Valuation and Strategy: A Guide for Family Offices and Their AdvisorsLove the show? Subscribe, rate, review, and share! Here's How » Join The Author's Corner Community today: Website: Robin ColucciLinkedIn: R Colucci, LLCFacebook: Robin ColucciTwitter: @Robin_ColucciRobin Colucci's Book: How to Write a Book That Sells You: Increase Your Credibility, Income, and Impact

The Business of Family
Scott Peppet - Building a Family-Focused Office for Sam Zell

The Business of Family

Play Episode Listen Later Jun 20, 2022 67:57


Scott Peppet serves as the President of Chai Trust Company LLC, the private trust company that serves as the family office for Sam Zell (https://www.egizell.com/people/sam-zell/) and his family. Equity Group Investments (https://www.egizell.com/), a division of Chai trust, provides investment management services on its behalf. From 2000 to 2018, Scott was a professor of Law at the University of Chicago where he focused on Bargaining, Dispute Resolution, Translational Law, and the complexities of multigenerational family enterprises. Scott speaks regularly on Family Offices, Private Trust companies as well as Intergenerational Leadership while also maintaining an active website (https://scottpeppet.com/). Scott is a G2 family member. He is Sam Zell's son-in-law, having married Sam's eldest daughter. Standout Quotes: * "Business works on short wavelengths and family works on very long wavelengths" - [Peter Evans, Scott] * "What does it mean to try and help family members really develop and really take ownership, so they can figure out how to deploy what they have?" - [Scott] * "There are many different kinds of wealth… you probably aren't put on the earth to grow the financial capital, there's lots of professionals who can help you do that" - [Scott] * "Too often, the implicit message sent to family members is 'this system is really here to steward the money" - [Scott] * “Families rarely fail for taking too much risk, they fail for taking too little risk” - [Scott] * "My goal is to create a family-focused office, not a family office, and a trusted company, not a Trust company" - [Scott] * "If you want to succeed you have to have a family that understands what you're doing" - [Scott] Key Takeaways: * Scott is the President of Chai Trust Company, LLC, the private trust company that serves as the family office for Sam Zell and his family. Equity Group Investments, a division of Chai trust, provides investment management services on its behalf. From 2000 to 2018, Scott was a professor of Law at the University of Chicago where he focused on Bargaining, Dispute Resolution, Translational Law, and the complexities of multigenerational family enterprises. He speaks on Family Offices, Private Trust companies as well as Intergenerational Leadership while also maintaining his active website. Scott is a G2 family member, as he is Sam Zell's son-in-law. * Scott got married to Sam's older daughter 20 years ago while he was already teaching as a Law professor. Since then he got increasingly curious about family enterprises till he fully transitioned into working in the family enterprise. After a few months of knowing each other, they started dating but Scott had no idea about her family wealth till she opened up about it. * About Sam Zell: Sam is a serial entrepreneur, who first built a business in Real Estate, following which he turned to distressed Corporate Investing in the 80s, and then in the 90s, he created some of the largest REITs in the US today. He has continued to work on REITs and corporate investing since then. He has done several businesses over the years. Sam is also known for his straight talk, always making his stand clear in any discussion. He is also very astute and broad in his thinking. * As a Law professor, Scott worked on conflict intervention with corporations all over the world. When he started having kids, he got curious about how the family wealth could be managed productively for the family, especially for the kids. Sam encouraged him to work on it. Some authors that stood out in Scott's study were Jay Hughes and John Davis. * Scott describes the family structure; at the time Scott joined the family, Sam was 59 years, his 3 children were in their 30s, and as of now, there are 9 grandchildren. There was a form of governance structure, a board with his 3 children which wasn't functional as Sam made most decisions. However, now there has been a need to rebuild the structure as the company has evolved and this has been a huge part of Scott's focus since he moved full-time into the family enterprise. He has had to put in a lot of work to fully understand how the family enterprise functions; to make things change in a family system that often moves very slowly, you have to know where you're going. It involves a combination of urgency and patience, while thinking long-term, steps need to be taken early and consistently. Most of the family members are not employees, some of them are on the board. There is one board with both independent and family directors. * The business continues to be eclectic, investing across all kinds of sectors, especially with the benefit of permanent long-term capital. At the same time, complex actions and decisions can be taken quickly. Also, family learning and development are being built as the kids grow to become adults. * In the inflationary period currently, the business finds smaller companies that need capital and expertise to grow to the next level; companies that would rather grow their equity than sell to a PE company. These companies are great partners for the business since their interests are already aligned to grow the equity. * While most families would rather have more joy over more money, the reality is that many family members Scott has met around the world don't have that much joy or self-possessed ability to do things in the world. They often feel enmeshed in a family structure they have little control over. This is not good for the family or the external world that could be benefitting from the good such families could accomplish. * Laying the foundation for the next generation practically, Scott uses some rules. The first is based on the 5 Capitals; Not everyone is supposed to grow financial capital but they can add to the overall well-being of the family by building on the other forms of capital. Unfortunately, the experience in most families is that stewarding the money is the main goal, which is an implicit frame that must be dissolved. The second one is that each family member should participate meaningfully in every learning experience. Doing this means creating activities or agendas that are not solely about financial capital or the enterprise, although as the kids get older they get interested in the business itself. * To assess how well you're building human capital, score how often you were talking about money over the last few years in your family meeting. Most times it forms a huge percentage of those meetings, but in a setting where money isn't the focus, there is a push to find other topics that can help people open up. Scott's family has started experimenting with these kinds of meetings interspersed with other activities. * These kinds of meetings expose several overlapping purposes, help family members connect, offer a chance for content transfer, and contribute to self-development and self-growth. Different topics are often discussed and it becomes obvious how they are related. Listeners are encouraged to check Scott's curriculum diagram on his website. * There is often a dichotomy between responsible stewards and lazy inheritors, however, managing inherited wealth can be complicated. The general goal is to cultivate engaged owners and integrate financial capital into their lives productively, but there is no concrete formula on how to do it. * Most family offices should just be Money offices because all their time is focused on financial capital and legal risk such that the family itself is secondary. On the other hand, a family-focused office is there to grow the family's human capital as much as the financial capital. * Trust companies around the world have become ubiquitous in wealthy families although they often don't have much life in them. However, a trusted company is a part of the family ecosystem which goes beyond managing money to a level of trust-building with the family. That forms the basis of how Scott decides on whether or not progress is being made; 'what is the level of trust in the system?'. Not to downplay the role of financial investment, but there has to be synergy within the system. * Over the long term, families rarely fail for taking too much risk, they fail for taking too little risk. They focus so much on preservation because they are afraid of taking risks, and they wither in the end. Sam Zell still takes as much risk as he used to, not as a gamble but with a critical assessment of each situation. It is important to preserve the investment company with its risk-taking culture, and at the same time grow a family that can continue such activity over time. * The family enterprise avoids governing by committee, especially on the investment side, so as to move quickly. Having family members behind an entity is not a bad idea but there's no point in having many family members making every investment decision. In Scott's family enterprise, this bureaucracy is avoided by ensuring decisions are narrowed down to the exact professionals. Other bigger family questions can be discussed by the family as a whole. Mike's family employs Adhocracy which encourages a culture to challenge the slow slide into bureaucracy. * The team behind the family enterprises consists of about 85 people and functions as one entity that is the trust company, the family office, and the investment management company. There are investment professionals, lawyers, a family office and operations group, and accountants. All of these are interdependent. The company is mostly focused in the US but there are also real estate investments in other countries. * As an outsider joining the family, it is easy to simply be a critic which will result in pushback from the family. From the onset, Scott acted from a place of love for the family and was concerned with how to continue to build productivity within the family. He intentionally took time to study the family business all the while continuing his profession as a Law professor. He advises inlaws to keep their jobs for as long as possible till they are sure they can add value to the family enterprise. He also understands that being an inlaw comes with restrictions from certain roles, but rather than get overly perturbed about it, he focuses on the ways to be helpful in the family. * Scott has a background in communication, mediation, and negotiation which has been pivotal in building consensus in the family business. Ultimately, there is no playbook to navigate the complexities in a family enterprise. * A typical day in Scott's life involves some time spent on investments, working with boards or committees, family learning and development, as well as time spent on management. He has come to understand that his job is to get a grasp of the system as a whole; Sam explained to him that it will change from obligation to opportunity. * There are a few family heirlooms and the family has also documented some of its history like the story of Sam's family leaving Poland for the US. They do this mostly by putting together short films. It also serves as a way to communicate family values; Sam has always used art to communicate. * Scott's letter to his kids: We have the capacity as humans to grow into something greater, more awake, and more alive than we are now, into a different kind of existence. This is the uniqueness of being human; the constant evolution makes life wonderful. Episode Timeline: [00:50] Meet today's guest, Scott Peppet. [02:00] Scott's relationship with Sam Zell. [04:54] How would you describe Sam Zell? [09:18] Did you develop an interest in how family enterprises function before or after meeting the Zell family? [12:35] How complex was the family when you joined? [16:44] Did you have to contend with people with multiple hats in the family business? [19:04] What does the office look like today? [21:40] Is there any particular industry that has growing potential now as regards investment? [24:40] How do you plan to raise the next generation in the family enterprise? [35:17] Going beyond stewards' first inheritors. [37:35] Creating a family-focused office and a trusted Company. [42:10] How do you manage risk in the family ecosystem? [44:37] How do you fight bureaucracy as the office gets bigger? [49:05] How big is the family enterprise team? [51:50] What was it like joining the family and navigating the complexities of a family enterprise? [55:20] How helpful was your career in Law and conflict resolution in the family business? [56:55] A day in the life of the President of Chai Trust. [01:00:50] Is the family intentional about keeping things for historical sake? [01:05:02] Scott's letter to his kids For more episodes go to BusinessOfFamily.net (https://www.businessoffamily.net/) Sign up for The Business of Family Newsletter (https://www.businessoffamily.net/newsletter) Follow Mike on Twitter @MikeBoyd (https://twitter.com/MikeBoyd) If you feel it's appropriate, I'd so appreciate you taking 30 seconds to Leave a Review on iTunes (http://getpodcast.reviews/id/1525326745), I receive a notification of each review. Thank you! Special Guest: Scott Peppet.

Empowered Jewish Living with Rabbi Shlomo Buxbaum
Antony Gordon: Grow your net worth and your self-worth- Advice from a celebrity life/business coach

Empowered Jewish Living with Rabbi Shlomo Buxbaum

Play Episode Listen Later Jun 15, 2022 55:43


Rabbi Chanan "Antony" Gordon has over 25 years of experience working ‘on Wall Street' with Family Offices, High Net Worth Individuals, institutional investors, professional athletes and celebrities, as well as assisting public and private companies with respect to a broad range of advisory services. He is a sought-after motivational speaker, author and life/business coach for some of the most prominent athletes and celebrities in the world. His podcast, The Antony Gordon Show, features vulnerable interviews with industry leaders in entertainment, sports, politics, and everything in-between exploring what it means to live a fulfilling and joyful life. Special for our podcast listeners!!! You can now purchase my book "The Four Elements of an Empowered Life" with a 15% discount at MosaicaPress.com using the special discount code: EMPOWER! When you purchase the book, aside from the joy it will bring you, you are also supporting this podcast and our work! So THANK YOU!!! Other related episodes: Award-Winning Hollywood Writer David Sacks: Laughter, Leadership, and Elevating Your Life Venture Capitalist Michael Eisenberg on the Torah Path to Prosperity

UBS On-Air: LatAm access
ESP - Global Family Offices - Como estan invirtiendo

UBS On-Air: LatAm access

Play Episode Listen Later Jun 14, 2022 20:13


En este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Maximilian Kunkel, Jefe de Inversiones para Family Offices a nivel global en UBS, destacan las principales conclusiones del Global Family Office Report. Repasamos las estrategias de inversion preferidas por este grupo de inversores, en que tematicas se estan enfocando, como estan encarando las inversiones sostenibles, y que actitud tienen frente a los activos digitales. Descubra mas en ubs.com/latamaccess

Family Office Intel
Private aviation considerations for family offices

Family Office Intel

Play Episode Listen Later Jun 7, 2022 51:32


Edward Marshall is joined by David Clark, founder of Integris Aviation with a dual aviation major from Embry Riddle Aeronautical University. He has been in the aviation industry for over 30 years in a variety of roles, bringing his unique blend of technical expertise and transactional knowledge to some of the world's largest family offices. Together, they discuss how to make decisions around private aviation, the types of private aviation ownership available, as well as issues around human capital and sustainability in this area. The conversation includes strategic tips that family offices and family businesses should consider when dealing with aviation matters.

Venture Unlocked: The playbook for venture capital managers.
Jessica Peltz-Zatulove and Kate Beardsley on closing an oversubscribed $52MM Fund I, the difference between family offices and institutions, secondaries as a foundation of portfolio management

Venture Unlocked: The playbook for venture capital managers.

Play Episode Listen Later Jun 1, 2022 50:38


Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we’re thrilled to bring you our conversation with Jessica Peltz-Zatulove and Kate Beardsley, co-founders of Hannah Grey VC. Backed by firms such as Twitter, JP Morgan, Screendoor, Insight Partners, etc. the firm recently announced it’s oversubscribed $52MM seed fund and (13 investments made to date). Jessica and Kate have backgrounds in entrepreneurship, branding, and strategy, and bring their wealth of experiences to this week’s episode.About Jessica Peltz-Zatulove:Jessica Peltz-Zatulove is a Founding Partner at Hannah Grey.Prior to founding Hannah Grey, Jessica was Senior Managing Partner at MDC Ventures, leading investments in companies including Netomi, Gradient.io (acquired by Criteo), Veritonic, Indicative (acquired by mParticle), Catch & Release, Perksy, and Mezzobit (acquired by OpenX). Before she was a VC, Jessica specialized in connecting marketers with tech at innovation consultancy Evol8tion and at Zenith Media.Jessica also leads a NYC’s Women in VC group and created the Global directory for Women in VC, which now includes 3,800+ women investors spanning 2,400+ venture funds across 200+ cities and 60+ countries.About Kate Beardsley:Kate started her career as director of special projects for Martha Stewart Living, reporting directly to Martha Stewart. She went on to become Chief of Staff to Ken Lerer at the Huffington Post, and joined him to co-found Lerer Hippeau, a NYC-based fund focused on early-stage companies.In 2014, Kate joined Upslope Ventures as Managing Partner which took her from NYC to Denver. She is active with the Rocky Mountain Venture Capital Association and the Rockies Venture Club.Episode Summary:01:26 Why did they start Hannah Grey, and what were the key components they knew were necessary for them?08:21 What exactly is their product outside of capital? 13:36 Thinking through LP discovery and composition20:11 Learnings from raising a fund, including the difference between raising from institutional investors and non-institutional investors30:51 What internal KPI’s they track for the firm 35:26 The future of service-oriented venture38:44 The ‘Hannah Grey’ Experience when supporting founders. 43:25 Recommendations for emerging managers46:46 Cultivating a community of female investorsMentioned in this episodeHannah GreyI’d love to know what you took away from this conversation with Jessica and Kate. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you’d like to be considered as a guest or have someone you’d like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com