Podcasts about family offices

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  • Nov 17, 2025LATEST
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Best podcasts about family offices

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Latest podcast episodes about family offices

The Capital Raiser Show
How He Turned $500K Into a $104M Exit in 3.5 Years

The Capital Raiser Show

Play Episode Listen Later Nov 17, 2025 25:39


Welcome to The Capital Raiser Show — the podcast where elite founders, operators, and investors reveal the exact strategies they used to raise millions (and sometimes hundreds of millions) in private capital. In this episode, Richard C. Wilson sits down with Michael, a serial entrepreneur who scaled three different companies to seven-, eight-, and nine-figure exits — including a $104M exit in just 3.5 years. Michael breaks down: How he spotted a regulatory gap and executed faster than anyone else Why emotional intelligence, not pedigree, determines entrepreneurial success What he calls the PHD advantage: Poor, Hungry, Driven The hidden downside of fast wealth creation (and how he overcame it) How he raised millions after burning through his own first $500K The moment Family Office Club training flipped the trajectory of his capital raising Why AI will create the largest wealth transfer in human history How to spot operators who will generate repeat wins — not one-time luck The rise of the "silver tsunami" and the trillion-dollar baby-boomer business sell-off Practical AI applications he's using today across sales, operations, and revenue recovery Why he believes the next decade will split society into two wealth classes Richard and Michael also explore how speed, courage, and strategic relationships create asymmetric outcomes — and why entrepreneurs who embrace AI now will dominate their industries. This is one of the most actionable conversations ever recorded on the show for capital raisers, operators, and investors hungry to scale faster. ABOUT THIS SHOW The Capital Raiser Show uncovers real frameworks, deal structures, and investor psychology used by top-performing entrepreneurs, family offices, and private investors. No theory. Only what works in the real world. POWERED BY FAMILY OFFICE CLUB This episode is brought to you by The Family Office Club, the world's largest community of private investors. Our investor club offers: • 30 nationwide events per year • 10,000 registered investors • 40 proprietary AI tools for capital raising & investor intelligence Learn more or apply to join at: https://FamilyOffices.com

Jungunternehmer Podcast
Ingredient - Funding-Strategie für Offline-Businesses & der richtige Investor-Fit - mit Bastian Krautwald

Jungunternehmer Podcast

Play Episode Listen Later Nov 17, 2025 18:08


Bastian Krautwald von Mitte Padel erklärt, warum sein Padel-Club-Business kein typischer Venture-Capital-Case ist und wie er stattdessen die richtigen Investoren gefunden hat. Er teilt, warum Family Offices und spezialisierte Fonds besser zu Brick-and-Mortar-Modellen passen und wie sich das Pitch Deck für Offline-Businesses unterscheidet. Was du lernst: Warum Offline-Businesses oft besser zu Private Equity als zu Venture Capital passen Welche Investoren-Typen für Brick-and-Mortar-Modelle ideal sind (Family Offices, spezialisierte Fonds) Wie sich das Pitch Deck für Offline-Cases unterscheidet - mehr Fokus auf Unit Economics Die Kernmetriken, die Offline-Investoren wirklich interessieren (Payback-Time, Marge) Wie tief du als Gründer in technische Details einsteigen musst vs. auf Experten vertrauen kannst ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Mehr zu Bastian: LinkedIn: https://www.linkedin.com/in/bastian-krautwald/  Website: https://www.mittepadel.com/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ 

Aktien.kauf
Dividendenaktien, Family Offices & langfristiges Value-Investing mit Juhani Christian Linde

Aktien.kauf

Play Episode Listen Later Nov 16, 2025 41:25


RISE Program*: https://aktionen.consorsbank.de/ev/rise/?control=true?partnerId=CO3pod&aid=co000085&cid=COO-152In dieser Episode spreche ich erneut mit Juhani Christian Linde – Portfolio Manager, Value-Investor und Vorstandsmitglied einer norddeutschen Stiftung. Juhani verwaltet Stiftungsvermögen, berät Family Offices und private Vermögen und setzt dabei seit vielen Jahren auf Dividendenstrategien, Bewertung und langfristigen Kapitalaufbau.Bereits mit 12 Jahren startete er an der Börse – heute ist er professioneller Investor und Portfolio Consultant und kombiniert Fundamentalanalyse, Dividendenfokus und selektive Charttechnik.Wir sprechen unter anderem über:✅ Warum Dividendenaktien für Stiftungen & Family Offices so wichtig sind✅ Unterschied Value-Investing vs. Growth – und warum Tech trotzdem reinpasst✅ Wie professionelle Investoren Kapital strukturieren✅ Bewertung, Cashflows & nachhaltige Renditen statt Hype✅ Die Rolle von Research, globalen Eindrücken & Netzwerken✅ Strategien für private Anleger, die wie ein Family Office denken wollenWenn du verstehen möchtest, wie professionelle Kapitalverwalter investieren und welche Rolle Dividenden, Bewertung und strategische Portfolioarchitektur wirklich spielen – dann ist diese Folge genau richtig.⚠️ DisclaimerDiese Episode stellt keine Finanz-, Anlage- oder Steuerberatung dar.Alle Inhalte dienen ausschließlich Informations- und Bildungszwecken.Investieren ist mit Risiken verbunden, bis hin zum Totalverlust.Bitte recherchiere selbstständig oder konsultiere qualifizierte Fachleute, bevor du finanzielle Entscheidungen triffst.*Werbung

The Angel Next Door
Building Wealth with Alternative Assets: Private Equity, Credit, and Tax-Advantaged Investing

The Angel Next Door

Play Episode Listen Later Nov 13, 2025 32:28


What does it really take to build wealth? Could the answer lie beyond traditional investments and into the realm of alternative assets and creative financial structuring? This episode of The Angel Next Door Podcast digs into that very question, challenging listeners to rethink what successful investing looks like in today's ever-changing economic landscape.Guest Kelly Ann Winget, founder of Alternative Wealth Partners, brings a myriad of experience from five generations in oil and gas and over 250 private placements. Her innovative approach encompasses everything from managing diversified private equity funds to investing in sustainable consumer products, ammunition manufacturing, and even a Jamaican coffee farm—all while keeping a laser focus on tax strategy and long-term financial growth.Together, Marcia Dawood and Kelly Ann Winget unpack the nuts and bolts of alternative investments, the critical importance of tax credits, and what fund managers often overlook when serving individual investors. This episode is essential for entrepreneurs and investors ready to push past conventional wisdom, gain insider insights, and discover practical ways to maximize their wealth and investment impact. To get the latest from Kelly Ann Winget you can follow her below!https://www.linkedin.com/in/kellyannwinget/ https://www.kellyannwinget.com/https://a.co/d/9HERqTl - Kelly's Book - Pitch the Bitch: Grab your Financial Future by the Bags Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
$100M Exit to AI Investing | Michael's Entrepreneur Journey with Family Office Club

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

Play Episode Listen Later Nov 11, 2025 26:07 Transcription Available


Send us a textMeet Michael, a serial entrepreneur and investor who scaled a business to a $100M+ exit in just 3.5 years. In this interview, he shares his lessons from building and selling multiple 7, 8, and 9-figure businesses — and why he believes AI is the biggest wealth-creation wave of our lifetime.Inside this episode:– How Michael spotted the market opportunity that led to a nine-figure exit– The role of tenacity and emotional intelligence in building repeat success– Why he invests in “Baby Boomer businesses” and how AI creates a massive edge– What entrepreneurs and investors must do today to seize the last great wealth wave

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro
Industry Insight: Trends from Asia's family offices on how the rich invest

MONEY FM 89.3 - Workday Afternoon with Claressa Monteiro

Play Episode Listen Later Nov 11, 2025 16:39


With a weakening US Dollar, shifts in interest-rate cycles, and heightened geopolitical risk, ultra-high-net-worth investors are rethinking where and how they deploy capital. So how does a leading family office advisory connect Asia’s ultra-wealthy to exclusive private-market deals? On Industry Insight, Lynlee Foo speaks to Dr Marcus Sasse, CEO & Founding Partner, Club Estate to find out how Asia’s ultra-wealthy are reallocating billions, and what it means for investors.See omnystudio.com/listener for privacy information.

Mission Matters Podcast with Adam Torres
Inside LACG's November: Peer-Led Rooms for Family Offices & Purposeful Capital

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Nov 10, 2025 28:16


On Mission Matters, ⁠Adam Torres⁠ welcomes ⁠Kathleen Tepley⁠, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community for family offices and investors. From aviation media to risk, legacy, and global FO convenings, the focus is peer-to-peer connection with intentional curation. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mission Matters Money
Inside LACG's November: Peer-Led Rooms for Family Offices & Purposeful Capital

Mission Matters Money

Play Episode Listen Later Nov 10, 2025 28:16


On Mission Matters, Adam Torres welcomes Kathleen Tepley, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community for family offices and investors. From aviation media to risk, legacy, and global FO convenings, the focus is peer-to-peer connection with intentional curation. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Startup Island TAIWAN Podcast
EP 3-11 | Uly VC Talks:Kai Chen (Ocean IQ Capital) | How Family Offices and LPs See the AI Wave

Startup Island TAIWAN Podcast

Play Episode Listen Later Nov 10, 2025 22:39


本集邀請 Silicon Catalyst Ventures 合夥人、同時為 OceanIQ Capital 創辦人的陳凱,深入談論家族辦公室與 LP 在 AI 浪潮中的位置與策略。 Kai 認為家族資本通常具備更長的時間視野,更重視資產配置的韌性與技術價值的真實落地。因此,在 AI 投資中,他們聚焦於能帶來系統性效率提升與穩健現金流的應用場景,而非僅依循市場情緒追逐熱門題材。 在節目中,我們也討論到跨境創新鏈的協作模式:臺灣憑藉半導體與先進製程掌握全球運算的根基,而矽谷則將算力轉化為平台、演算法與產品生態,兩地並非競爭,而是新一代技術革命中不可或缺的互補力量。陳凱認為,當 AI 不再只是「下一波科技浪潮」,而是逐步重塑醫療、工業、企業決策和知識工作時,真正的關鍵在於如何以長期心態面對這場改變人類文明結構的變化。 In this episode, we speak with Kai Chen, General Partner at Silicon Catalyst Ventures and Founder of OceanIQ Capital, to explore how family offices and long-term LPs are approaching the current AI boom. Unlike traditional venture firms that often emphasize speed, narrative, and rapid scaling, family offices prioritize discipline, capital durability, and value creation grounded in real-world application. Their focus is on AI solutions that fundamentally enhance system efficiency—whether in manufacturing, enterprise operations, healthcare, or infrastructure—rather than on hype-driven valuation swings. We also examine the cross-border innovation landscape. Taiwan plays a pivotal role in the global semiconductor and hardware supply chain, while Silicon Valley excels at transforming raw computational power into platforms, algorithms, and developer ecosystems. Instead of competition, this represents a symbiotic structure that underpins the next generation of AI progress. Kai argues that this moment in AI is more than a cyclical uptrend; it marks a structural shift in how knowledge work, organizational decision-making, and industrial output are defined. For long-term capital, the goal is not simply to “catch the wave,” but to understand which parts of this transformation will endure. Powered by Firstory Hosting

Willipedia - Steuern und Recht in Spanien
Familienvermögen in Krisenzeiten – Zukunft gestalten statt verwalten

Willipedia - Steuern und Recht in Spanien

Play Episode Listen Later Nov 9, 2025 20:31


In dieser Folge spricht Willi Plattes, CEO der PlattesGroup, mit Prof. Dr. Arnold Weissman, einem der renommiertesten Experten für Familienunternehmen, über die Zukunftsfähigkeit von Unternehmerfamilien in Zeiten globaler Unsicherheit. Ein Austausch über Unternehmertum mit Haltung, Weitblick und Substanz – aufgenommen auf der schönsten Insel der Welt: Mallorca. Im Fokus stehen drei zentrale Fragen: Wie sichern Familienunternehmer ihr Lebenswerk in einer Welt der „Polykrisen“? Welche Verantwortung tragen sie – wirtschaftlich, gesellschaftlich und familiär? Und warum sind Wissen, Bildung und Werte wichtiger denn je? Beide Gesprächspartner beleuchten, wie Familienunternehmen zwischen Stabilität und Wandel bestehen können. Sie sprechen über Resilienz, Generationenverantwortung, Nachfolge und die Rolle Europas im globalen Wettbewerb. Diese Schwerpunkte werden auch auf der gemeinsamen Veranstaltung „Mandelblüte 2026 – Familienvermögen in Krisenzeiten“ behandelt: ein exklusives Forum für Unternehmer und Family Offices, die Zukunft aktiv gestalten wollen. Das Gespräch beleuchtet Themen wie die Rolle von Werten und Resilienz, den Umgang mit Krisen, die Herausforderungen der Automobilindustrie und die Bedeutung von Wissen als Erfolgsfaktor. Gleichzeitig geben beide Einblicke in die kommende Veranstaltung „Mandelblüte“ auf Mallorca, die sich ganz der Zukunftsfähigkeit von Familienvermögen widmet. Ein inspirierender Austausch über unternehmerisches Denken, Wandel und die Kraft, aus Krisen Chancen zu machen.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
How Family Offices Work Virtually — And the Most Exciting Investments They're Making

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

Play Episode Listen Later Nov 8, 2025 8:20 Transcription Available


Send us a textIn this episode of the Family Office Podcast, recorded live at the Beverly Hills Investor Club Summit, top investors and family office executives share how they manage teams, build relationships, and make deals in an increasingly virtual world.From Zoom and Slack to international team structures, you'll hear how they're balancing efficiency with the human connection that drives real business. The panel also closes with a look at some of the most fun and innovative investments they've made — from AI-driven platforms to eco-luxury yachts and waste-to-energy ventures.

Grownlearn
How Top Leaders Think Sébastien Page (T. Rowe Price CIO) on High-Performance Psychology & Leadership

Grownlearn

Play Episode Listen Later Nov 7, 2025 34:51


What makes great leaders truly exceptional? In this Grownlearn episode, host Zorina Dimitrova sits down with Sébastien Page, Chief Investment Officer at T. Rowe Price, who joins in his personal capacity to explore the psychology of leadership, emotional intelligence, and the art of building high-performing teams. From his journey as a Canadian immigrant to leading one of the world's top investment divisions, Sébastien shares real-world insights on resilience, mindset, and leadership growth—themes drawn from his new book, The Psychology of Leadership. In it, he bridges lessons from sports psychology, personality science, and positive psychology to reveal how leaders can elevate performance in any environment. You'll learn: ✅ How to apply emotional intelligence and resilience like elite athletes do ✅ Why introverted leaders often outperform expectations—and how to empower them ✅ The secret link between personality balance and business success ✅ What Roger Federer can teach us about handling setbacks ✅ How to build teams that combine technical skills and personality harmony for sustainable growth

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Green Energy Investments: Structuring Deals and Managing Legal Risk

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

Play Episode Listen Later Nov 6, 2025 5:21 Transcription Available


Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we dive deep into how investors structure and de-risk opportunities in the fast-growing green energy and materials sectors.Our speaker explains how off-take agreements, royalty structures, and contract-backed revenue streams can deliver stable 20–40% returns — and why government policies can either accelerate or derail these projects.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Why Family Offices Are Moving to Puerto Rico: Inside Act 60 Tax Advantages

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

Play Episode Listen Later Nov 4, 2025 3:03 Transcription Available


Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, we explore why more U.S. investors and family offices are relocating to Puerto Rico for its unique tax advantages.Our guest breaks down how Act 60 (formerly Acts 20 & 22) provides extraordinary benefits — including zero tax on capital gains and reduced taxation on business income — all while maintaining U.S. citizenship.

TD Ameritrade Network
Managing Ultra-High Net Worth Clients: The Perks of Family Offices

TD Ameritrade Network

Play Episode Listen Later Nov 3, 2025 6:12


Market On Close jumps into the world of Registered Investment Advisors (RIAs). Jack Ginter works with ultra-high net worth clients, and he explains how he thinks about managing that kind of money. He talks about why high net worth clients might choose a family office over a bank to manage their wealth, and what kinds of options his office has.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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

Send us a textRichard C. Wilson, Founder & CEO of the Family Office Club, the world's largest investor community ,shares why today's market feels like a daily IQ test for every founder, investor, and dealmaker.As Warren Buffett famously said, “When the tide goes out, you see who's been swimming naked.”Right now, inflation, AI hype, and shifting capital markets are exposing who's truly sharp and who's asleep at the wheel.From overpriced deals and inflated service costs to lazy assumptions and “too good to be true” offers, Richard reveals how to stay alert, protect your capital, and make decisions like a family office.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Advanced Investment Structures: How Family Offices Protect & Multiply Wealth

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

Play Episode Listen Later Nov 1, 2025 5:06 Transcription Available


Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you'll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

UBS On-Air: Conversations
Cybersecurity for Family Offices: Safeguarding Wealth in a Digital World

UBS On-Air: Conversations

Play Episode Listen Later Oct 31, 2025 22:20


In honor of Cybersecurity Awareness Month, this episode of the Family Office Solutions podcast explores the rising threat landscape facing family offices and ultra-high-net-worth individuals. Host Mark Tepsich, Family Office Design and Governance Specialist for Family Office Solutions is joined by Sarah Rosen, Managing Director and Head of Strategic Partnerships at Blackcloak, a cybersecurity and privacy firm within the UBS Professional Network. Together, they unpack the unique vulnerabilities family offices face - from fragmented digital footprints to personal device risks - and offer actionable strategies to build a robust cybersecurity framework. Whether you're just beginning to explore cybersecurity or looking to strengthen existing protocols, this episode provides essential insights to protect both institutional and personal assets.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Bridging Generations: How Family Offices Build Legacy & Teach the Next Gen

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

Play Episode Listen Later Oct 30, 2025 8:15 Transcription Available


Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, top family office leaders discuss one of the most important — and most human — aspects of wealth: how to communicate, educate, and connect across generations.From teaching children about finance and investing at an early age to integrating Gen 2 and Gen 3 into family office meetings, this conversation explores the values, respect, and real-world experiences that build lasting legacies.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Inside the Family Office Mindset: Structure, Strategy & Building Real Relationships

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

Play Episode Listen Later Oct 28, 2025 8:54 Transcription Available


Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode of the Family Office Podcast explores what truly drives success behind closed doors — how family offices structure their operations, communicate effectively, and build lasting relationships that lead to real opportunities.This conversation reveals what investors actually look for when building trust and how genuine connection often outweighs the hard pitch.

Ready. Set. Go. Real Estate Investing Podcast
"Beyond Wealth Richard Wilson on Family Offices" (EP 403)

Ready. Set. Go. Real Estate Investing Podcast

Play Episode Listen Later Oct 27, 2025 40:29


In Today's Episode: Host: Brandon Elliott,  https://zez.am/brandonelliottinvestments Guest: with Richard Wilson ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Resourceful Links:  How To Get Up To $500,000 Every 6 Months At 0%: https://www.creditcounselelite.com/ Get Your Most Accurate Credit Report:https://myfreescorenow.com/enroll/?AID=COUNSELELITELLC&PID=18983 Best Credit Cards: https://milevalue.com/best-credit-cards/?aff=cce Free Credit Education Resources: https://creditcounselelite.com/articles Guide to Taking Massive Action: https://amzn.to/2IZMN8Z LEARN MORE CLICK HERE: https://www.creditcounselelite.com/fb-start-here ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Meet Your Host, Brandon:  Brandon Elliott went from being off track finding himself on house arrest and burning 40% of his body to getting on track reaching $8.5 million in Assets and being acknowledged part of the "Top 100 Yahoo Finance" by using Credit Cards to buy small multi-family and scaling his businesses using the exact strategies taught in Credit Counsel Elite (CCE). CCE teaches business owners how to get up to $500,000 every 6 months at 0%. By being a member with CCE, you get to learn how to Travel Hack, get access to the 800 FICO Score Club in 30 days or less, fix credit quickly, receive $5K-15K+ of free sign up bonuses, buy Real Estate with Credit Cards, deep dive into Business Credit and Personal credit. To learn more visit: https://www.creditcounselelite.com/ ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ Connect with Brandon Elliott:  Facebook: https://www.facebook.com/brandonelliottinvestor YouTube: https://www.youtube.com/@BrandonElliottInvestments Instagram: https://www.instagram.com/brandonelliottinvestments LinkedIn: https://www.linkedin.com/in/brandon-elliott-6b1643148

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

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, leading investors share their million-dollar insights — the lessons that separate top performers from the rest.From turning “broken” deals into profitable opportunities, to using systems and process instead of luck, this conversation reveals the mindset and strategy that drive elite investment success.

Grownlearn
How to Lead in the Age of AI – Andrea Iorio on Human Skills & the Future of Work

Grownlearn

Play Episode Listen Later Oct 24, 2025 31:17


In this episode of GrownLearn, host Zorina Dimitrova sits down with Andrea Iorio — one of Brazil's most sought-after keynote speakers and a global authority on digital transformation, leadership, and human behavior in the age of AI. Andrea shares his groundbreaking approach to AI implementation, focusing not on the technology itself but on people, mindset, and ethics. Drawing from his roles as Head of Tinder Latin America and Chief Digital Officer at L'Oréal Brazil, he explains why most AI projects fail — and how leaders can build the skills and governance needed for long-term success. Together, Zorina and Andrea explore: Why AI success depends on human soft skills — not just data and algorithms How to create a culture of adaptability, empathy, and curiosity in business The three pillars of skill transformation from Andrea's upcoming book Between You and AI Why behavioral change, not technical training, drives digital transformation Whether you're a business leader, innovator, or lifelong learner, this conversation will challenge how you think about technology, leadership, and growth in the AI era. Instagram : @aiorio_br Linkedin : www.linkedin.com/in/andreaiorio/ Latest Book: https://www.amazon.com/Between-You-AI-Unlock-AI-Driven/dp/1394357982 ---------------------------------------------------------------------------------------------------------------------------------------------

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
How Elite Investors Build Deal Flow Without Brokers (And Find Value Where Others Don't)

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

Play Episode Listen Later Oct 23, 2025 6:47


Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Bonus Interview: Inside the Mind of a $10B Hedge Fund CEO | George Hall of Exchange Place

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

Play Episode Listen Later Oct 22, 2025 32:09


Send us a textIn this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund.They dive deep into:- How structured notes and securitization are evolving- The democratization of alternative investments after the JOBS Act- Why deal structure often matters more than strategy- The future of fractional ownership in assets like sports, entertainment, and artGeorge shares unique insights from his hedge fund career and explains how his new platform, Exchange Place, is opening access to institutional-grade investments for family offices and accredited investors.

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

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.You'll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
What Top Investors Are Looking for in Deals — and the Partners They Trust

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

Play Episode Listen Later Oct 18, 2025 10:33 Transcription Available


Send us a textIn this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see.Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you're an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
#1410 Inside Wirtschaft - Kay Schmidt (International Wealth Forum): „Es geht um KI, Longevity und Networking"

Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick

Play Episode Listen Later Oct 18, 2025 12:18


Das International Wealth Forum wird Anfang November Kapitalgeber und Branchenexperten im Berliner Ritz-Carlton vereinen, um über globale Wohlstandstrends, alternative Investments und die Zukunft von Family Offices zu diskutieren. „Es ist ein Forum für vermögende Privatinvestoren, aber auch für professionelle Investoren und Family Offices, die in einem kuratierten Rahmen zusammenkommen und sich austauschen. Sie bekommen professionellen Content von Banken oder globalen Assetmanagern. Es geht um wichtige Themen, aber auch um Nischenthemen für morgen, KI ist natürlich dabei und Longevity. Und wir haben auch sehr viel Platz für Networking und Gespräche - alles in einer schönen Atmosphäre", so Veranstalter Kay Schmidt. Jona Boeddinghaus von AO Health weiter: „KI und Langlebigkeit sind zwei absolut spannende Themen. Ich bin seit 15 Jahren in der KI-Entwicklung und habe da alle Wellen mitgemacht. Langlebigkeit fängt gerade an, super wichtig zu werden. Es geht nicht darum, das Leben zu verlängern, sondern die Gesundheitsspanne zu verlängern. Also es geht darum, im hohen Alter dann glücklich und gesund tot umzufallen." Und Christian Peiffer (Future Standard) ergänzt: „Im Moment sehen wir in der US-Private-Equity-Landschaft besonders attraktive langfristige Chancen im Mittelstandssegment, aber auch Investitionen in wachstumsstarke Venture-Capital-Unternehmen und Fonds. In der US-Wirtschaft gibt es eine hohe Innovationskraft." Alle Details im Interview von Inside Wirtschaft-Chefredakteur Manuel Koch und auf https://iwf.global

Conceptos
57: Venture Capital y Family Offices con Pablo Galindo

Conceptos

Play Episode Listen Later Oct 17, 2025 53:53


En este episodio, Pablo Galindo comparte su experiencia en el mundo del venture capital y el emprendimiento en Guatemala. A lo largo de la conversación, se exploran temas como la importancia de la disciplina en la inversión, la identificación de oportunidades en el mercado latinoamericano, y el papel crucial del equipo y la empatía en el éxito de las startups. Además, se discute la relevancia de conectar el conocimiento académico con la realidad local y se reflexiona sobre la responsabilidad de dejar un legado positivo en la comunidad.Takeaways- La disciplina en el venture capital es clave para el éxito.Identificar oportunidades en el mercado requiere un enfoque estratégico.- El equipo es fundamental para el crecimiento de una startup.- La empatía es esencial para entender las necesidades del cliente.- Conectar el conocimiento académico con la realidad local es crucial.- Los emprendedores latinoamericanos deben ser inconformes con el status quo.- La gestión de empresas familiares requiere disciplina y gobernanza.- Las rutinas diarias ayudan a mantener el enfoque y la productividad.- Diseñar una vida con propósito es fundamental para el bienestar personal.- Dejar un legado positivo en la comunidad es una responsabilidad compartida.Pablo Galindo, Venture Capital, Emprendimiento, Guatemala, Family Offices, Innovación, Fintech, Oportunidades, Disciplina, Empatía

Investor Fuel Real Estate Investing Mastermind - Audio Version
Real Estate Debt vs Equity: Why Private Lending Wins in 2025

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Oct 15, 2025 28:06


In this conversation, Vincent Balagia, the founder of Stallion Capital Management, discusses the current state of the real estate market, focusing on private credit and debt investments. He explains the differences between real estate debt and equity, the demand for stable investments, and the importance of networking in the industry. Balagia shares insights on market predictions, construction costs, and the future of real estate in Central Texas, emphasizing the need for adaptability and caution in investment strategies.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Grownlearn
Why Every Founder Needs a Book Scale with Storytelling, Trust & Brand Authority with Doug Crowe

Grownlearn

Play Episode Listen Later Oct 15, 2025 26:01


Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
NFL Star Reveals His Secrets to Mindset, Money & Momentum | Pro Athlete Interview Series

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

Play Episode Listen Later Oct 14, 2025 5:58


Send us a textHow do elite athletes sustain peak performance—and build lasting wealth off the field?In this episode, NFL fullback Khari Blasingame (Philadelphia Eagles, Chicago Bears, Tennessee Titans) reveals how discipline, systems, visualization, and mindfulness helped him rise from an undrafted player to a six-year pro—and now, an investor and entrepreneur. Discover: How meditation and “warrior thinking” sharpen performanceThe mindset shift from athlete to investorHis approach to real estate, long-term investing, and building generational wealthLessons learned from costly mistakes and skipping stepsWhat it really takes to go from player to partner in business 

The Naked Truth About Real Estate Investing
EP 473 - Discover how Anton Mattli has been advising family offices, high net worth individuals, as well as private investment funds, facilitating their direct investments in several billion dollars in multifamily and other commercial real estate.

The Naked Truth About Real Estate Investing

Play Episode Listen Later Oct 13, 2025 46:45


Discover how Anton Mattli of Peak Financing unpacks decades of wisdom from his global banking and real estate journey — from Zurich to New York to Dallas — revealing how he's advised family offices and high-net-worth investors in deploying billions into commercial and multifamily assets. Anton breaks down how the JOBS Act reshaped the syndication landscape, why institutional players weather downturns better than most, and how syndicators can still thrive by strengthening partnerships and structuring smarter deals. He also shares critical insights on today's lending environment, the future of bridge loans, and the pros and cons of fund-of-fund models. This is a must-listen for serious investors looking to master the art of capital structure, syndication, and sustainable growth in today's evolving real estate market.5 Key TakeawaysHow the JOBS Act Transformed Syndication – Anton explains how the JOBS Act opened the door for private placements, making syndication scalable and accessible to a broader investor base Why Institutional Players Are More Resilient – Large institutional investors leverage lower debt ratios and stronger capital reserves, allowing them to withstand market corrections more effectively than smaller syndicators The New Rules of Lending – Post-2022, lenders have become far more cautious, scrutinizing both sponsors and properties with greater rigor before extending loans or renewals Common Pitfalls Among Syndicators – Many operators fell into the “extend and pretend” trap, relying on bridge loans and preferred equity to delay issues rather than strengthen fundamentals Fund of Funds vs. Fund of Fund Managers – Anton details the risks of fund-of-fund models when due diligence is weak, cautioning investors to distinguish between true fund management and simple marketing plays About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

Grownlearn
Inside CoinTerminal's Fundraising Revolution with Head of Sales Maximiliano Stochyk

Grownlearn

Play Episode Listen Later Oct 12, 2025 35:26


In this episode of the Grownlearn Podcast, host Zorina Dimitrova sits down with Maximiliano Stochyk, an executive at CoinTerminal — a Dubai-based decentralized fundraising platform helping DeFi and Web3 founders raise millions transparently while giving retail investors a fair chance to participate. With nearly a decade in the blockchain industry, Maximiliano has helped founders raise over $25 million, scaled ChainPort from $1M to $500M TVL, and built systems that eliminate the typical barriers in early-stage crypto fundraising — no staking, no token lockups, just open-access opportunity. Together, we unpack the business growth strategies that are driving the next wave of blockchain innovation — from relationship marketing and strategic business development to building sustainable revenue models in the fast-changing Web3 landscape. ---------------------------------------------------------------------------------------------------------------------------------------------

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

Play Episode Listen Later Oct 7, 2025 46:26


Jim Dew, Founder of Dew Wealth Management,  joins Ben Fraser and Jim Maffuccio, to dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family's wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today's show to hear about Jim's story and how he's built his unique wealth management approach.Dew Wealth Management ⁠https://www.dewwealth.com/⁠Connect with Jim Dew on LinkedIn ⁠https://www.linkedin.com/in/jim-dew-0ab03a5/⁠Find out more about the Invest Like A Billionaire community at https://investlikeabillionaire.org/

Grownlearn
The 2025 M&A Reality Check Risk, Liquidity & What Buyers Want with Saul Cohen

Grownlearn

Play Episode Listen Later Oct 7, 2025 30:35


In this episode, I sit down with Saul Cohen (Partner at The Expert Eye, ex-PwC) to unpack how small and mid-sized businesses can grow faster with mergers & acquisitions. We get real about today's market—why interest from buyers and sellers is up, why fewer deals are closing, and how founders can still build momentum by de-risking, acquiring strategically, and planning tax-smart exits. We cover: • How to make your company buyable (and why 85% never sell) • When an add-on acquisition beats organic growth • Values & culture fit (the hidden deal killer) • Search funds, seller-supported deals, and liquidity constraints • Baby boomer exits and the coming wealth transfer • Cash vs valuation trade-offs, and practical tax & succession tips About Saul Cohen Saul is an accountant and acquisitions advisor who's helped entrepreneurs navigate financial audits, risk, and strategic deals. At The Expert Eye, he empowers owners to go from operators to savvy investors—optimizing wealth, readiness for exit, and impactful acquisitions. If you're a founder or operator eyeing transformation, this conversation gives you the playbook to scale intentionally. Chapters 00:01:12-00:07:40: M&A Market: Risk and Liquidity 00:07:41-00:16:09: Strategies for Attractive Business Exits 00:16:10-00:21:20: Emotional & Cultural Fit in Acquisitions 00:21:21-End: Exit Preferences, Boomer Trends & Seller-Supported Deals ---------------------------------------------------------------------------------------------------------------------------------------------

Couchonomics with Arjun
The Future of Wealth: AI, Trust & the Great $80 Trillion Shift

Couchonomics with Arjun

Play Episode Listen Later Oct 7, 2025 51:26


Over $80 trillion in global wealth is moving to a younger, more digital generation. But who will manage it—and how will AI, trust, and technology reshape investing?In this episode of Couchonomics with Arjun, Caesar Sengupta, Co-Founder and CEO of Arta Finance (backed by Eric Schmidt, Peak XV, and Ribbit Capital), shares how his company is democratizing wealth management—bringing institutional-grade investing to millions worldwide.Discover how AI is redefining advice, why trust matters more than ever, and how digital platforms like Arta x Wio are changing the game for banks, advisors, and investors alike.

Mission Matters Podcast with Adam Torres
LACG's October Playbook: Tech Week, Flight, Family Offices & Napa Together

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Oct 6, 2025 20:58


In this episode, Adam Torres interviews Kathleen Tepley back for LACG's monthly briefing, covering October's stacked calendar: SF & LA Tech Week activations, a flight/aviation investor update, Nasdaq-partnered programming at Cal Poly Pomona, Opal Group's Napa Wealth Conference with private LACG gatherings, and a Bay Area real-estate roundtable. Kathleen also shares LACG's “give-to-give” mission and a sneak peek at 2026 planning. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

How I Raised It - The podcast where we interview startup founders who raised capital.
Ep. 309 How I Raised It with Mark Phillips of 11 Tribes Venture Capital

How I Raised It - The podcast where we interview startup founders who raised capital.

Play Episode Listen Later Oct 1, 2025 38:02


Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Mark Phillips of 11 Tribes, an early stage VC fund that invests in the care and resilience of its founders. Another notable difference is that the fund focuses on businesses and founders that are pursuing profitability within their business model and comfortable seeking exit opportunities between $75M-$250M. Learn more at https://11tribes.vc/ In this episode, we discuss Mark's journey to getting into VC and how his previous (failed) startup shaped his vision, how he had over 200 Zoom pitches to get to his first yes, why selling the vision and passion worked well for Fund I, how the narrative changed for Fund II, the critical importance of resilience, tips for landing Family Offices, and more. 11 Tribes most recently raised a $46 million for Fund II from 220 HNW investors and Family Offices. That follows a Fund I that was $11 million and largely sourced from around 80 HNW LPs. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com

Swimming with Allocators
Patient Capital, Bold Bets: Constructing a Venture Book That Works

Swimming with Allocators

Play Episode Listen Later Oct 1, 2025 34:15


This week on Swimming with Allocators, Joshua Berkowitz of Berkocorp joins Earnest and Alexa to share his journey transitioning his family office from real estate to venture capital, offering candid insights on building relationships with top VC and PE managers, the importance of patience and long-term thinking, and the realities of portfolio construction. The discussion covers how to underwrite exceptional managers, the value of GP and LP recommendations, and the evolving landscape of venture, especially the rise of young founders and AI-driven startups. Listeners will also hear from Shane Goudey from Sidley on trends in fund formation and the current state of the venture market. Key takeaways include the need for genuine interest and commitment in venture investing, the benefits of a diversified yet opportunistic portfolio, practical advice for family offices considering this asset class, and so much more. Highlights from this week's conversation include:Joshua's Background and Transition From Real Estate to Venture Capital (0:12)Diversifying from Real Estate to Venture (1:43)Commitment and Learning Curve in Venture Capital (3:45)GP References vs. LP Recommendations (5:36)Reflections on First Investments & Portfolio Design (7:24)Deployment Strategy and Allocation Modeling (10:53)Fund Formation Market Trends and Sponsor's Perspective (16:21)Underwriting Individual GPs & What Makes a Good Manager (18:11)Suitability and Motivation for Family Offices in Venture (20:57)Return Expectations and Investment Strategy (24:55)Challenges with Fund Lives & Reclassifying Mature Assets (27:21)Trends: Resurgence of Young Founders & AI (29:45)Closing Thoughts and Next Steps for Berkocorp (33:11)Berkocorp is a Canadian family investment office managing a Vancouver-based real estate portfolio and actively backing top venture capital and private equity managers across North America. Led by Managing Principal Joshua Berkowitz, Berkocorp takes an independent, long-term approach to capital partnerships, with a portfolio spanning micro VCs to billion-dollar growth funds. Learn more at www.linkedin.com/company/berkocorp.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Source of Commercial Real Estate
Clarity Multiplies Action: Raising Capital From Ultra High Net Worth Family Offices with Richard Wilson

The Source of Commercial Real Estate

Play Episode Listen Later Sep 30, 2025 29:32


Connect with Richard:https://familyoffices.com/https://www.linkedin.com/in/singlefamilyoffice/ Click to Access the Southwest Airlines 100,000 Point OfferEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Acquiring Minds
Family Offices for Searchers: A Primer

Acquiring Minds

Play Episode Listen Later Sep 25, 2025 80:34


James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.Topics in James's interview:What is a family office?Family office capital sustains private marketsYou may wear jeans, but there are tradeoffsPrivate, insular nature of family officesHow to network with family officesWhen it makes sense to exit to a family officeLong-term holds are a good fitPlaying defense and offense within family officesFamily offices do not need to raise capitalFamily offices may be friendlier to smaller dealsReferences and how to contact James:LinkedInGet a free review of your books & financial ops from System Six (a $500 value):Book a call with Tim or hello@systemsix.com and mention Acquiring MindsLearn more about Walker Deibel's done-with-you buy-side advisory:The Acquisition LabWork with an SBA loan team focused exclusively on helping entrepreneurs buy businesses:Pioneer Capital AdvisoryConnect with Acquiring Minds:See past + future interviews on the YouTube channelConnect with host Will Smith on LinkedInFollow Will on TwitterEdited by Anton RohozovProduced by Pam Cameron

Grownlearn
How Dakota CEO Gui Costin Turned Weekly Sales Meetings into “Dakota Live” and Deal Flow

Grownlearn

Play Episode Listen Later Sep 25, 2025 21:12


Legendary operator and author Gui Costin (Founder & CEO, Dakota) breaks down how a failed content bet became a growth flywheel: Dakota Live—a weekly sales meeting turned show that shares real investor intel and creates trust at scale. We get into raising from RIAs, sales coaching (his 4 principles of fundraising), and the “no-policy policy” that built a high-trust culture. Gui also shares why kindness + clear expectations outperform, how hiring for culture compounds, and how to convert content into pipeline without the gimmicks. Host: Zorina Dimitrova Books referenced: Millennials Are Not Aliens, The Dakota Way, and Gui's new leadership book Be Kind. ---------------------------------------------------------------------------------------------------------------------------------------------

Anxious Filmmaker with Chris Brodhead
#167 From CIA and FBI to Protecting Billionaires, CEOs, and Family Offices - Kris Coleman, Red5

Anxious Filmmaker with Chris Brodhead

Play Episode Listen Later Sep 19, 2025 29:16


What does it take to go from CIA and FBI operations to protecting the world's most influential executives, families, and enterprises?Kris Coleman, Founder & CEO of Red5 Security (https://red5security.com), joins me to share his extraordinary journey from national security service to building one of the most trusted names in executive protection and risk intelligence.From early days protecting U.S. assets abroad to scaling Red5 alongside global innovators like Facebook, Uber, and Nvidia, Kris reveals the hidden realities of corporate security, the evolution of executive protection, and why building trust is at the core of his business.

Grownlearn
How Sal Rehmetullah Built a $1B Fintech & Is Fixing Small-Biz Credit with Worth

Grownlearn

Play Episode Listen Later Sep 18, 2025 30:06


In this Grownlearn episode, Sal Rehmetullah (co-founder of Stax Payments and now Worth) breaks down how he and his sister Suneera scaled Stax to 500 employees and $200M ARR, sold it for $1B, and then turned their attention to the broken world of small-business credit. We dig into Worth's AI-powered underwriting plus onboarding stack, why they don't touch fund flows, and how they're partnering across global data sources so banks and lenders can understand real-time business risk—think “Credit Karma for business,” but built for enterprise adoption first. Sal also gets candid about purpose post-exit, minority-led entrepreneurship, the $25M seed led by TTV Capital, and what SMB owners can do today to become more lendable. About the guest: Sal Rehmetullah is the co-founder of Stax Payments (one of the first minority-led fintech unicorns) and co-founder of Worth, which is rebuilding the financial infrastructure for SMBs with real-time compliance, onboarding, and underwriting. --------------------------------------------------------------------------------------------------------------------------------------------- GrowNLearn, led by Zorina Dimitrova, connects select VCs, Family Offices, and Strategic Investors with precisely matched, high-growth ventures across Europe and the U.S. We also support founders with strategic growth advisory—helping you transform your business model, increase valuation, and prepare for investment or exit.

HODINKEE Podcasts
The Business of Watches [002] Sylvain Berneron On His Company's Work Philosophy, Business Structure, And Future Watches

HODINKEE Podcasts

Play Episode Listen Later Sep 17, 2025 124:47


Sylvain Berneron is in high demand, and so are his watch designs. Just last week, a 34-millimeter version of his debut time-only watch, the Berneron Mirage, came up for public auction for the first time, and bidding soared beyond the CHF80,000 high estimate to fetch a staggering CHF241,300, including fees. Having previously worked in the automotive industry with BMW, Berneron is a designer who has now chosen watchmaking as the canvas to express himself and his ideas. After departing the big brand corporate atmosphere of Breitling, he's enjoyed significant success so far with his own brand and has just unveiled his second collection - Quantième - and an annual calendar that brings a unique, yet superbly finished, movement architecture to the complication that aims to simplify setting and provide a stress-free experience for the user. Sized at just 38 millimeters in diameter and 10 millimeters thick, the dial design is both stunning and innovative in the way the time and date are displayed, while the platinum case features removable (and replaceable) steel elements that act as bumpers and guards for the precious metal. But this podcast is about business, and Berneron indulged us with a lengthy, candid, and exceedingly in-depth discussion about his plan for building a brand and sustainable company that bears his family name. He tells us why he's set up shop in a Swiss industrial park, the business strategy behind limiting production to less than 25 of each specific watch per year, and why he's turned down creative jobs at Rolex and tens of millions of dollars in financing from potential investors despite having barely a holiday or weekend off for the last half-decade. It's a deep dive into the business strategy and plan of a young, driven, red-hot watch brand that's trying to make it for the long haul. We hope you enjoy. Show Notes:3:20 Berneron Quantième Annuel 4:45 Berneron SA 6:20 Panerai manufacture in Neuchatel 13:00 BMW Research and Innovation Centre13:40 Breitling 18:20 Ben Clymer on founding Hodinkee and a professional life in watches24:00 White label watch manufacturers in Switzerland include companies like Roventa-Henex 25:50 Swiss watch components makers include companies like Acrotec, the biggest supplier 32:15 Breitling Sells Controlling Stake to CVC Capital32:50 Nicolas G. Hayek Sr. 40:20 Building Resilient Teams: What Business Can Learn From Military Cohesion 42:20 Employee Share Plans In Switzerland: A Regulatory Overview47:00 Long-term commercial lease agreements in Switzerland: An Overview49:00 Panerai 51:10 Hands On Review Of The Berneron Mirage59:30 Family Offices 1:11:00 Mountain Survival Tips for Beginners1:12:03 Audemars Piguet Buys Key Supplier1:16:30 GPHG Audacity Prize Awarded to Sylvain Berneron1:17:00 Why Using Your Last Name Is The Last Way To Name Your Company (Forbes)1:18:56 Business Ethics Key Principals (Investopedia) 1:19:02 Simon Sinek 1:21:35 The 7 Habits of Highly Effective People1:23:10 MB&F1:23:20 Simon Brette1:23:25 Xhevdet Rexhepi 1:23:28 Rexhep Rexhepi 1:23:30 Petermann Bédat1:24:50 When Art Is Putting Yourself In Danger (CBC) 1:26:30 The Art of War (Sun Tzu) 1:27:06 Trust The Process (Simon Sinek) 1:31:49 The Transformative Power of Sabbaticals (Harvard Business Review) 1:37:00 Luxury and Socially Valued Behavior (Columbia Business School)1:38:05 Germany's Car Industry Crisis 1:39:00 Hans Wilsdorf Foundation 1:41:00 Inside Rolex (Ben Clymer)1:45:00 Patek Philippe Calatrava Collection1:45:45 Fiasco (Wikipedia) 1:46:20 Batman Two-Face 1:53:00 Fathers Give Watch Collecting Advice (Hodinkee)1:55:20 Christopher Ward1:55:45 Swatch Group 1:58:00 MoonSwatch Phenomenon (Hodinkee)

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Looking to supercharge your business and unlock its full potential? This episode reveals how growth equity can be the key to rapid expansion, even if you don't think you need the capital. Discover the strategic reasons why a growth equity investment can lead to a more lucrative exit in a shorter timeframe, and learn how to prepare your company for a successful partnership that fuels your future. View the complete show notes for this episode. Want To Learn More? Selling Your Company to a Private Equity Firm vs. a Family Office The Benefits of Selling Your Company to a Family Office The Role of Family Offices in M&A Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Capital Allocators
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)

Capital Allocators

Play Episode Listen Later Aug 25, 2025 45:09


This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients. Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021. Jenny Heller EP. 7 – May 17, 2017 Jenny Heller EP. 211 – August 29, 2021 Stan Miranda EP. 334 – August 21, 2023 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Capital Allocators
CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

Capital Allocators

Play Episode Listen Later Aug 25, 2025 54:25


This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients. Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021. Jenny Heller EP. 7 – May 17, 2017 Jenny Heller EP. 211 – August 29, 2021 Stan Miranda EP. 334 – August 21, 2023 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Capital Allocators
CIO Greatest Hits: Multi-Family Offices – Stan Miranda (Partners Capital)

Capital Allocators

Play Episode Listen Later Aug 25, 2025 55:40


This week's Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients. Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021. Jenny Heller EP. 7 – May 17, 2017 Jenny Heller EP. 211 – August 29, 2021 Stan Miranda EP. 334 – August 21, 2023 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership