Podcasts about harbor capital

In this episode of the Active Advisor podcast, host Bryan Moore speaks with Steve Otten, CFP®, CRPC®, and Executive Vice President at Seventy2 Capital Wealth Management, about the transition from wholesaler to independent advisor. They discuss why client goals—not investments—should drive strategy, the benefits of independence, and how experience paired with longevity has the potential to create a competitive edge. Whether you're a financial professional or an investor, this episode offers insights into building meaningful client relationships and navigating the evolving landscape of wealth management.

In this episode of the Active Advisor podcast, host Bryan Moore welcomes Jeremiah Dellas, CFP®, CPFA®, and President of Heirloom Wealth Partners, to discuss his journey from humble beginnings to building a thriving financial advisory practice. Jeremiah shares how blending personal passions with strategic community involvement fosters lasting client relationships. He also offers insights on navigating market downturns, the importance of active management, and key strategies for advisors looking to grow their businesses. Whether new or experienced, listeners will gain actionable advice for sustainable success.

Struggling to stand out to allocators? Wondering why your pitch isn't landing?Kristof Gleich has sat on both sides of the table. Today, he's the President & CIO of $50B Harbor Capital, but before that? He spent 8+ years leading manager selection at JP Morgan, fielding pitches from managers just like you.In this episode, he and Stacy dive into:Kristof's path from physics to finance—how he went from studying physics to landing his first finance job at Goldman Sachs right after 9/11What actually makes a fund manager stand out (hint: it's not tweaking a model or slapping “contrarian” on your deck)Why it pays to celebrate even the smallest wins as you grow your fund Harbor Capital's approach to backing emerging managers early (and why he believes more allocators should follow suit) About Kristof Gleich:Kristof Gleich joined Harbor in 2018 and in 2020 was appointed CIO of Harbor Capital Advisors, Inc. He has oversight responsibility for our Investment, Distribution & Marketing and Executive Office functions. He provides insight while helping lead Harbor's strategic growth plan. Prior to joining Harbor, Kristof was a managing director and global head of manager selection at JPMorgan Chase & Co. He earned a B.S. in Physics from University of Bristol. Kristof is a CFA charterholder. - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

In this episode of the Active Advisor podcast, host Bryan Moore sits down with Michael D'Aquila, Partner and private wealth adviser at Heritage Planning Partners. Recognized as one of Forbes' top financial security professionals, Michael shares his journey from early financial influences to co-founding a firm tailored to high-net-worth clients. They discuss mentorship, transitioning to collaborative practice, and adapting to a rapidly evolving industry. Packed with insights, this episode offers inspiration for building meaningful client relationships and mastering financial planning.

On this episode of The Active Advisor podcast, host Bryan Moore is joined by Mary Schmid, Founder and CEO of Mary Schmid Consulting. Mary is a communication and leadership expert specializing in the neuroscience of conversations. They discuss the art of effective communication and the need to build trust through meaningful interactions. Mary shares insights from her journey and practical strategies to enhance conversational skills. The episode offers valuable takeaways for financial professionals and anyone aiming to deepen connections in both professional and personal relationships.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Madison Broyles, Executive Vice President at Astra Wealth Management. Madison shares her unique approach to serving NIL athletes, influencers, and young professionals through personalized financial planning and innovative tools. She also opens up about her challenges as a woman in wealth management and her mission to create a more inclusive and supportive environment.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Dr. James Flanagan, PhD, President of Bentron Financial Group Inc., and Jigar Dosh, CRPC® and Financial Planner at Bentron. Join them as they discuss their professional journeys, the importance of active management, and personalized, purpose-driven retirement planning to empower clients.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Phil Buchanan, Executive Chairman of Cannon Financial Institute. Phil explores key strategies for advisors who are looking to dial up their client conversations. He discusses daily challenges for advisors, actionable tips to have deeper and more meaningful conversations, and building successful practice management strategies.

On this episode of The Active Advisor podcast, guest host Rebecca Muse-Orlinoff is joined by Bill Cates of Referral Coach International. Bill explores effective referral strategies for financial advisors, the evolving landscape of client acquisition, and the key principles of "relationship marketing."

On this episode of The Active Advisor podcast, host Bryan Moore chats with Benjamin Westney, SVP of Wealth Management at World Investment Advisors. Benjamin shares his fascinating journey from professional cellist to financial advisor, as well as insights into the nuances of client-advisor relationships, the challenges of 401k plans, and the evolving landscape of wealth management.

On this episode of The Active Advisor podcast, host Bryan Moore chats with best-selling author, Paul McManus. Bryan and Paul discuss storytelling and its transformative role in the financial advisory sector, building trust and credibility with clients through authorship, and Paul's short book formula for becoming an author.

Kristof Gleich is the President and CIO of Harbor Capital Advisors. Harbor is a forty-year old firm that manages $62 billion by partnering with boutique active managers to roll out active ETFs, collective investment trusts, and historically, mutual funds. Kristof joined Harbor in 2018 and watched as the actively managed mutual fund company had $22 billion of outflows, or a third of its assets, in his first year on the job. He led a turnaround of the business to transition from a traditional mutual fund company to an innovative leader in the active ETF space. Our conversation covers the lessons Kristof learned about culture from his time at Goldman Sachs and JP Morgan, and his application of those lessons to turnaround Harbor. We discuss the challenges of making it happen, the rise of active ETFs, Harbor's approach to standing out in a crowded field, its manager selection process, distribution, and the future of alternative investments in the ETF space. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth Management. Jason and Matthew discuss ​​their integrated approach to wealth management and financial planning, as they share insights on investment management, client goals, and the importance of a holistic perspective.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Brett and Ted explore how Main Street's client-centric approach has made a positive impact on clients' lives, emphasize the importance of finding the right kind of advisors, and discuss their take on active management.

In the latest episode of the Rainmaker Podcast, hosted by Gui Costin, the guest is John Halaby, Executive Vice President and Head of Distribution at Harbor Capital. The episode dives into Halaby's extensive career in the financial services industry and explores key sales strategies that have helped shape Harbor Capital's success.Halaby begins by sharing his personal journey, starting as the son of Haitian immigrants, growing up in Brooklyn, New York, and how his upbringing influenced his career trajectory. He reflects on his 32-plus years of experience in financial distribution, with significant time spent at T. Rowe Price before joining Harbor Capital, where he has led the distribution team for the past five years. Halaby underscores his passion for leadership and growth, explaining how his leadership style fosters a team-first culture built on trust and transparency.The conversation then shifts to the structure of Harbor Capital's distribution strategy. Halaby describes the firm as a research and due diligence-driven company that partners with boutique managers from around the world. With a growing distribution team, currently numbering 85 members, Harbor Capital leverages the synergy between sales, marketing, and analytics to drive success. Halaby elaborates on the firm's innovative approach to empowering salespeople by freeing them from tasks that can be handled by marketing and data analytics teams, allowing them to focus on relationship-building and closing deals. This streamlined process, as Halaby notes, is a key part of Harbor Capital's success in the competitive financial services landscape.Halaby also provides insights into the firm's use of data and CRM systems, particularly Salesforce, to enhance productivity and tailor sales strategies to individual clients. The firm's focus on continuous feedback loops between sales teams and leadership ensures that marketing materials and sales tactics are constantly refined to meet market demands. Halaby emphasizes the importance of communication and transparency at every level of the organization, from weekly sales meetings to executive committee updates.Finally, Halaby offers advice to young professionals in the industry, stressing the value of building a network of peers who can provide support and challenge one another to excel. The episode concludes with Halaby reflecting on the importance of recruiting and retaining great talent as the foundation of long-term success.This episode provides valuable insights for sales professionals and leaders, emphasizing the importance of innovation, collaboration, and leadership in building successful sales organizations.

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ analyzes the latest ETF marketplace trends and recently launched small cap equity ETFs from Harbor Capital. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Kristof Gleich, President & Chief Investment Officer at Harbor Capital*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Having started Experiential Wealth in 1992, Philip emphasizes his mission to advocate for his clients and the importance of remaining fiercely independent in a changing industry. He explores his passion for the fiduciary standard and serving in various fiduciary capacities, as well as the qualities that make a good advisor. Philip also discusses his views on the “next American renaissance”.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Brian brings a wealth of experience to the show, and explains why dedication to clients is everything, saying “that's what we get up every day to do”. Don't miss Brian's take on the role of technology in financial planning process and client experience. Bryan and Brian also dive into why the term ‘retirement' could use a rethink, and discuss the reasons why flexibility is what most clients are pursuing when they plan for retirement. At Raymond James, Brian works with a wide range of clients throughout the United States who have accumulated wealth in corporate, family business, and individual assets. Brian has in-depth knowledge of a variety of important issues and strategies surrounding retirement planning, such as retirement income, employer-sponsored retirement plans and retirement cash flow. Branch address (27 S. Squirrel Rd., Suite 200, Auburn Hills. MI 48326), phone number (248-276-2810), Associates involved and their full name and approved Title (Brian J. Probst, CFP®, CRPC®, Vice President, Wealth Management) and the following disclosures: Raymond James is not affiliated with and does not endorse the opinions or services of Harbor Capital. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Any opinions are those of the speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involve risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact your financial advisor regarding your particular situation before making any investment or withdrawal decision. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss the importance of building genuine and authentic client relationships, Austin's outside the box approach to marketing and client engagement, and the value of a holistic approach that goes beyond merely minimizing costs.

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ analyzes recently launched ETFs from Nightview Capital, ProShares and Harbor Capital. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2. Eric Markowitz, Director of Research, Nightview Capital3. Steve Cook, Head of ETFs, Harbor Capital4. Simeon Hyman, CFA & Global Investment Strategist, ProShares*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing this fund, the importance of portfolio construction when utilizing factors, and much more. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss educating clients about different investment options and strategies, the four pillars of wealth management, and Erold's journey from communist Albania to managing a billion-dollar practice. Erold Merko is a Chartered Retirement Planning Counselor™ with over 15 years of experience in the financial services industry. He is a tenured financial advisor who provides comprehensive, sophisticated plans that guide clients in their pursuit of financial independence. Erold and his team understand the value of their clients' hard work and are dedicated to cultivating and preserving their wealth and legacies. Erold joined Raymond James in 2021. Previously, he was a senior wealth management advisor with the Teachers Insurance and Annuity Association (TIAA) for over nine years. At TIAA, he led a team of four investment professionals managing a portfolio of clients with over $1.2 billion in assets. Prior to joining TIAA, he was a retirement consultant with Freedom One Financial Group.

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ analyzes recently launched ETFs from Nightview Capital, ProShares and Harbor Capital. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2. Eric Markowitz, Director of Research, Nightview Capital3. Steve Cook, Head of ETFs, Harbor Capital4. Simeon Hyman, CFA & Global Investment Strategist, ProShares

On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss how Bradford has overcome unexpected challenges as an independent advisor, the benefits of independence, active management, and alternative investments for the “millionaire next door.” Bradford Vannelli is a Partner and Wealth Advisor at Transcend Capital Advisors. Prior to joining Transcend, Bradford served as a Wealth Advisor, Senior Vice President at UBS Wealth Management. Prior to UBS, Bradford spent 13 years as a Vice President, Financial Advisor at Merrill Lynch. For over two decades, he has helped individuals, families and business owners with goal planning, cash management, lending and investment management. He holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by the College for Financial Planning.

Let's say hello to Evan Pawloski, AIF®. Here's how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of The Active Advisor podcast, host Bryan Moore chats with Evan Pawloski, AIF®, Senior Partner and Plan Advisor at Michigan 401(k) Advisors. Join them as they discuss the importance of selecting the right 401(k) advisor and the challenges companies face when they don't put in the work upfront. Evan emphasizes the importance of focusing on the basics and doing the necessary work to ensure the success of retirement plans. Evan shares his career journey and highlights the need for advisors to specialize in either 401(k) plans or wealth management. The conversation also touches on factors to consider when selecting a 401(k) advisor, such as investment and education policy statements. Evan predicts a shift towards more automation in the retirement space but believes the human element will always be necessary.

On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began his career as a financial advisor with A.G. Edwards. On this episode of The Active Advisor podcast, host Bryan Moore chats with Thomas Fautrel, President and Co-Founder of Seventy2 Capital Wealth Management. Join Bryan and Thomas as they discuss the topic of going independent as a financial advisor. They delve into the benefits, struggles, and future plans of being an independent advisor. Thomas, the President and Co-Founder of Seventy2 Capital Wealth Management, shares his expertise and journey to becoming a successful independent advisor and business owner.

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice', as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, have instilled in him a philosophy of meticulous planning, balanced strategy, and a relentless pursuit of excellence. On this episode of The Active Advisor podcast, host Bryan Moore chats with James Studinger, Owner of JPStudinger Group, about his big three investment strategies for building wealth. Spoiler alert: James is a firm believer in active management of his investments and a fan of Roth Savings over pre-tax contributions because taxes are set to rise.

Meet Bruce Berry; he's intentionally not that guy. He's not the guy who chases every business opportunity. He's not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn't even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greater long-term value than managing mediocre relationships with many clients. 100% of his new business growth comes from referrals. Meet Bruce Berry, the founder of Genesis Financial Partners. On this episode of The Active Advisor podcast, host Bryan Moore chats with Bruce about the world of active management and its potential effectiveness in beating the index. Discover how Bruce's customized approach to financial advisory and focus on building strong relationships has had a positive impact on his clients' lives. Gain valuable insights on managing money through a highly customized lens and how to select a broker dealer that works for you.

‘Family First' is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Active Advisor podcast, host Bryan Moore chats with Anthony Zanetti, Partner and Financial Consultant at Mardin Capital Group, a wealth management firm based out of Portsmouth, New Hampshire. Join us as we learn how to build a successful advisory around the ‘Family First' principle and adapt to the shift from a high-paying wholesaler job to an independent advisor. Anthony discusses different touchpoints related to retirement planning and financial advising. We cover the importance of keeping up to date with new software, the challenges of building trust with clients, and the benefits of active management in the industry. Anthony also shares his unique perspective and experiences, offering valuable insights to listeners.

Discover why community involvement, philanthropy, and doing what's right clients is at the core of Rany Cohen's advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active management, and why keeping your hands on the wheel matters.

My guest on the show today is Scott Colson, the CIO of Irrational Capital. Scott has partnered with well-known academic and author Dan Ariely to build indexes based on human capital assessment—and partner with asset managers to create ETFs--that are tied to a proprietary metric they call the Human Capital Factor. In this eye-opening discussion, we covered: The founding of Irrational Capital and how Scott got involved; The various ETFs that Irrational Capital has launched with Harbor Capital; What types of companies score highly when it comes to the Human Capital Factor; The simplicity of and alpha generating potential of using the Human Capital Factor; and The differences between the larger and smaller cap ETFs. Scott mentioned a number of securities and ETFs during this podcast. I don't own any of them. For more information about Irrational Capital, please visit: https://www.irrational.capital/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.

What's the single most important part of an Advisor's website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively building innovative growth strategies using AI for mid-market enterprises. Bryan and Matt discuss the importance of optimizing an advisor's online presence, specifically focusing on their website and LinkedIn profile. They highlight the need for advisors to differentiate themselves through uncommon commonalities and how to provide valuable content to prospects.

Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, explores topics ranging from the impact of being unlucky early in one's career to the parallels between an advisor's role and that of a music producer. Join the conversation on The Active Advisor podcast and learn how Springsteen's "Money for Nothing" influenced Matt's investment philosophy.

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services.

Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It's within your reach: just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by David Marra, Co-Founder and Head of Portfolio Management at Markin Asset Management. David has a unique understanding of how investment management can be a secret weapon for transforming RIAs and driving their business growth to new heights. In this episode, David reveals: -The potential of AI to revolutionize global growth and the investment industry -Ways RIAs can use AI to improve their practices -The importance of marrying AI with traditional economic and financial principles -Why RIAs should focus on their areas of expertise and find specialized partners to handle other functions

Levi Benkert is the founder and CEO of Harbor Capital, a real estate private equity shop focused on industrial properties in Texas. Levi has bought, managed, and developed over $400M in real estate properties in his 20+ year career – and in this episode, he's going to share the secrets to his success! You'll learn why he prefers Class B industrial real estate investing to other real estate asset classes, how he acquires properties with minimal risk and big returns, strategies for reducing your taxable income, why it's still possible to find off-market deals, and so much more!In this episode, you'll learn:✅ The strategic value of accepting leasing risks over construction risks, why Levi prefers Class B industrial assets in the Texas market, and how he secures high return, minimal risk deals for clients.✅ The critical role of transparency with investors and why honesty in difficult situations fosters trust and supports long-term relationships. ✅ How to take advantage of accelerated depreciation in order to reduce net taxable income. Free GiftGet Levi's free guide on Investing in Industrial Real Estate! Visit LifestyleInvestor.com/173Show Notes: LifestyleInvestor.com/173Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It's easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Alisa Maute, CIMA®, CAIA℠ , and EVP of Advisor Growth Solutions at LPL Financial. Alisa shares her wealth of experience in the financial services industry and her advocacy for women in finance. Some highlights from the episode: -Leaning into your superpowers as an independent advisor -The broken rung for women climbing the financial ladder -6 key characteristics of high-performing advisors

Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It's easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Levin, the New York Times Best-Selling Author, prolific ghostwriter, and CEO of AdvisorGhost. Michael's company plans, ghostwrites, publishes, distributes, and markets books written for financial advisors, wealth managers, and insurance professionals as marketing, thought leadership, and sales tools. Michael shares insights on: -How telling your story can help define and attract your target audience -How to monetize your book by making it front and center -Writing a book with limited time and resources -Best-selling author vs. best-earning author -Why independent publishing is the way to go, hands down, for advisors

Welcome to this special Best of 2023 episode of The Active Advisor podcast brought to you by Harbor Capital, with your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital. As the year winds down and the new one is around the corner, let's spend some time casting the mind back to some of the amazing guests who've graced this show and the wonderful insights they shared. From earliest money memories to setting up an advisory practice, the best advice for advisors, and viewing active investing from different lenses, this episode has you covered!

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC. Michael discusses: -How self-awareness can lead to better financial decisions -Advantages of short-term problems for long-term investors -How to talk to clients about market volatility -Tips to overcome investment anxiety

Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients. Join us as we discuss the following topics: - Komson's first memory of money - The process of building a portfolio - The tone and theme of conversations with advisors - Notes from the desk: Sage's weekly market commentary - Why active and passive are made up categories

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Sarin A. Barsoumian, CFP®, CRPC®, LPL Financial Advisor and Founder at SMB Financial Strategies. Join us as we discuss the following topics: -Sarin's journey to starting her own practice -Leveraging a fractional CIO as an independent advisor -Establishing three buckets of work to get clients to take action -Building multigenerational client relationships -Diversity and inclusion – women in finance

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bruce Lee, Founder and CEO of Keebeck Wealth Management, a boutique, independent advisory firm. Bruce has over three decades of experience in finance and has been named among the top financial advisors by both Barron's and the Financial Times. Join us as we discuss the following topics: -Monetizing intuition and how it plays into volatility -The concept of investment vertebrae in diversification -Advice for advisors considering going independent -Lessons learned through going independent

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is also the founder of Shaping Wealth, an applied behavioral finance coaching and content platform serving the global wealth and investment industries. Join us as we discuss the following topics: -The difference between being rich and wealthy -Holistic wellbeing vs. portfolio outperformance -The only two questions that matter in client conversations -How to adapt to the evolution of changing advisor - client relationships -Building human-centric wealth cultures -Emotional intelligence and why it matters

Today, we have a special episode of The Active Advisor podcast as our famed host, Bryan Moore, ETF and Capital Markets Expert at Harbor Capital, steps into the guest seat. Interviewing him is Glenn McBride, Head of Distribution Operations at Harbor. They dive into Bryan's journey from the US Army to capital markets, the role of a capital markets expert, strategic approaches to product development, and key insights from The Active Advisor podcast.

Welcome to the latest episode of The Active Advisor podcast with Bryan Moore, ETF and Capital Markets Expert at Harbor Capital. Joining us today is Yohance Harrison, BFA™, CRPC®, and CEO at Money Script Wealth Management. Yohance Harrison has a 22-year career in financial advisory and management, and after a decade in corporate America, he departed to start his own firm, Money Script Wealth Management. He is passionate about financial literacy and provides financial education courses for colleges and organizations across the United States. Join us as we discuss different touch points around wealth management, including: The concept behind the money script How the BFA has transformed client interactions and improved the bottom line The smart money management philosophy Growing your book of business solely through referrals Building an authentic brand How to build and evaluate your tech stack as an independent advisor

Welcome to the latest episode of The Active Advisor podcast. Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and Gavin Ernst co-host today's episode. Join them as they welcome Nicole Middendorf, CEO and Wealth Advisor at Prosperwell Financial. Nicole is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who left Morgan Stanley in 2003 to run her own wealth management firm, Prosperwell Financial. Nicole is the author of five books, a world traveler, a philanthropist, and an accomplished public speaker. Join us as we discuss different touch points around finance, including: How to achieve the “wow experience” for your clients How does the Certified Divorce Financial Analyst certification differentiate Nicole's practice Statistics say 1 in 3 people are happy, learn how Nicole beats these odds Finding the balance between customization and standardization in investment management Nicole's passion for diversity in the financial workspace How to leverage LinkedIn to grow your brand, philosophy, and culture Whether wealthy single women are an underserved segment in wealth advisory Nicole's philosophy on active management

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Tunde Ogunlana, CFS, CES, Founder, and Family Wealth Advisor at Axial Family Advisors, an independent wealth advisory firm with a holistic approach to working with its clients. Tunde has over 20 years of experience as a financial planner and advisor. He founded Axial Family Advisors in 2015 after being employed by one of the world's largest financial services firms. Tunde has been passionate about community and non-profit involvement since the start of his career in 2001 and currently serves on the board of Governors for the Museum of Art Ft. Lauderdale. Join us for a fascinating conversation where we cover the following touchpoints: The role of humility in building a business Building generational wealth Defining the ideal customer profile Advice for setting up your practice Key skills for advisors Active vs. passive management

In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Ross Marino, CFP®, CeFT®, Founder and CEO of Advisor2X, a professional development company for financial advisors. Ross has been a financial advisor for over 30 years. He is a social entrepreneur, author, and founder of Transitus Wealth Partners, a fee-only financial planning firm specializing in human-first financial guidance ™. Join us for a fascinating conversation where we cover the following touchpoints: Four questions to truly understand and connect with clients The role that emotions play in building trust and closing business Foundational shift happening in financial planning Must have skills to be a successful advisor Why the future starts today

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Bill Dougherty, CFA®, CFP®, Wealth and Portfolio Manager at Main Street Financial Solutions. Bill is an independent advisor with over 22 years of experience in the financial services industry. Join us as we discuss: How and when to add resources as an independent advisor How being an independent fiduciary adds value for clients A simple formula for achieving financial independence Common traits among successful advisors

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Keenan, CFP®, CEO and President of Keenan Financial, an independent wealth management and financial planning firm serving a select clientele of high net worth individuals, families, and associations. The conversation cuts across key wealth management and financial services touchpoints, including: The unique value proposition of providing comprehensive financial services The value of personalized service The role of empathy in advisory services Advice for advisors planning to go independent Whether Brian's investment philosophy is active, passive, or a mix of the two

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital, are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael's journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success Long Summary (Website Landing Page) : In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, and co-host Bryan Griffin, CFP®, Regional Investment Consultant at Harbor Capital are joined by Michael Collins, CFA®, Founder and CEO of WinCap Financial, an independent wealth management and financial services firm. The conversation cuts across key touchpoints in wealth management including: Michael's journey to founding WinCap Financial A contrarian investment philosophy to seek high returns How using Chat GPT can drive efficiencies in the financial advisory space How to build your book of business through digital marketing Key skills for financial advisors How active management and quality stock selection can drive success

In this episode of the Active Advisor Podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Nate Lenz, CEO and Co-Founder at Concurrent Advisors. Concurrent is one of the largest and fastest-growing registered investment advisors (RIAs) in the country offering a hands-on, consultative partnership that empowers advisors with the independence, control, and flexibility they need to better care for their clients. The conversation cuts across multiple independent wealth management and investment planning touchpoints, including: The benefits of outsourcing middle- and back-office support The Advisor-centric future of the industry Why Concurrent believes in looking for lemons Core investment beliefs Gaps in training programs to develop advisors and how to develop talent internally The shift from passive to active management

In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors. The conversation cuts across multiple wealth management and investment planning touchpoints, including: The belief that when your values are clear, your decisions are easy Building relationships while growing the client's portfolio Helping clients cut through the noise from financial media outlets Advice for budding financial advisors Active vs. passive investing

Levi Benkert is a proven innovative business leader with 20 years of experience in strategic real estate-related business development. Levi founded Harbor Capital, a private equity firm focused on industrial real estate in Texas. Levi has leveraged his skills to identify unique opportunities, maximize growth, raise capital, and create a lasting vision for companies that he has founded and led. Levi has bought, managed, and developed over $450M in real estate properties in his career. On this episode, Chris & Levi discuss: ➡️ Lessons learned during the 2008/2009 Great Financial Crisis ➡️ Story of moving to Ethiopia to build an orphanage and several businesses ➡️ Why he chose to focus on Class B Industrial throughout Texas ➡️ How Harbor underwrites deals and structures their real deals ➡️ Discussion on current real estate market Learn more about The Fort Podcast by going to https://www.thefortpod.com/ Timestamps (00:04:44) Levi's career in home building through the GFC (00:22:06) Building an orphanage & 4 different businesses in Ethiopia (00:33:40) Building Harbor Capital with a focus on Class B Industrial (00:36:06) Levi's focus within Class B Industrial (00:46:21) Doing a deal in Katy, TX that ended up being next to the Tesla Factories (00:52:02) Insights on the Houston & San Antonio markets (00:56:07) “Buy, Refi, Die.” - Long-term holds (00:57:46) Harbor and Fort Capital's future plans (01:06:36) Harbor's organizational structure (01:09:30) Twitter Additional Resources

In this episode of First Look ETF, Stephanie Stanton @etfguide examines new ETFs from Kaiju Capital Management, Sound Income Strategies and Harbor Capital.  Recently launched ETFs for our May episode are focused artificial intelligence (AI), high income and dividend strategies and the human capital factor.  The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. Ryan Pannell, CIO & Founder at Kaiju ETF Advisors3. David Scranton, CEO & Founder at Sound Income Strategies4. Steve Cook, Head of ETFs at Harbor CapitalWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

In this episode of The Active Advisor podcast, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital is joined by Patrick Huang, CAIA and Director of Investments at Source Financial Advisors, an independent firm offering wealth management and investment planning services. The conversation cuts across multiple wealth management and investment planning touchpoints, including: The primary value offering at Source Financial Advisors Patrick's investment philosophy How investment strategies evolve in a dynamic economic environment The advantages offered by going independent Advice for consultants pivoting from a wirehouse to an independent advisor

In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints. Join them as they discuss: Benefits of independent wealth management companies The client persona at PSWA Key attributes of successful financial planners Tips for financial planners wanting to go independent Share advice for upcoming financial management professionals

Do you get the sense lately that there is a lot of risk in the markets?  Do you wish you had someone with a mountain of knowledge to help you see it and know how to manage it? With so much volatility and systemic risks baked into the markets, how do you navigate it to dance around the risks to elevate your investing game? In this week's episode of Making Billions, I bring on my dear friend Kristof Gleich. Kristof is the President and Chief Investment Officer of a $40B investment firm called Harbor Capital.  Join Kristof and me as we discuss the current crises in the market and what you can do to prepare for it now. Managing risks, understanding economics, and allocating your investments properly are all skills we need in our pursuit of Making Billions.WANT TO LEARN HOW THE BEST INVESTORS MAKE MONEY? SIGNUP FOR OUR NEWSLETTER:https://mailchi.mp/d41cfc90bd9f/subscribe-to-newsletterSubscribe on Youtube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: pentiumcapitalpartners.com[THE GUEST]: Kristof is the President & Chief Investment Officer at Harbor Capital Advisors, a $40B investment fund out of Chicago. This means Kristof has an expert-level view of markets, economics, and Making Billions from investing. [THE HOST]: Ryan is a Venture Capital & Angel investor in technology and energy. He achieved industry-beating placement growth in his first 5 years in the industry.                                                                                                              DISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episodes, you understand that no information contained in the episodes should be construed as legal and or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax and other licensed in the recipient's state, country or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered as a solicitation for investment in any way.Support the show

In this episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Aaron Gilman, Chief Investment Officer at IFP, a full-service broker-dealer, registered investment adviser, and insurance agency. The free-wheeling conversation cuts across multiple touchpoints ranging from the background of IFP, industry trends over a four-five year horizon, 1031 exchange, investment strategies, and Aaron's passion for coding. Join them as they: Discuss the role of an end-to-end investment service provider Share ideas on the future horizons of the industry Look at Aaron's three most significant learning in his career Discuss 1031 exchange and its relevance in today's macro environment Share Aaron's secret sauce for identifying macro trends and themes

In this first episode of The Active Advisor podcast, hosts Bryan Moore and Dale Korman of Harbor Capital are joined by Frank Toth, Principal and COO at Capital Conclusions Corporation, an independent, full-service financial planning organization. This free-flowing conversation has key investment touchpoints, including how to stay on top of developments in the financial markets, the relevance of active investment management, and understanding and meeting clients' financial and emotional needs. Frank also shares real-world tips for up-and-coming investment professionals. Join them as they: Discuss ways to stay on top of the financial markets Share ideas on using social media to build your brand and scale an investment business Look at the rising popularity of Exchange Traded Funds (ETFs) Discuss the relevance of active management in the current environment Share real-world tips for up-and-coming investment professionals

It's time to get active with The Active Advisor podcast, brought to you by Harbor Capital!

Patrick Donley sits down with Levi Benkert, who is the CEO of Harbor Capital. Levi shares his incredible journey in life and real estate, they also dove into some of his many business ventures, his experience moving to Ethiopia and starting a non-profit along with several other businesses.IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro02:14 - Why Levi may be the most interesting man on RE Twitter.04:12 - How he bypassed college and went right into entrepreneurship.18:44 - How he had a big gain from buying an expensive home with 5 acres and subdividing it.18:44 - What the 2008 Great Financial Crisis was like for him.24:07 - What his first fix and flip at 18 was like.38:56 - Why he and his family choose to start a non-profit in Ethiopia?38:56 - How he launched several successful businesses in Ethiopia.48:33 - Why he returned to Texas to launch Harbor Capital and focus on industrial real estate.59:31 - How that large gain led to further land development deals.60:44 - What building and running an Airbnb house has been like.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESRobert's book The Everything Guide to House Hacking.Richest Man in Babylon by George Clason.Rich Dad Poor Dad by Robert Kiyosaki.Titan by Ron Chernow.Shoe Dog by Phil Knight.Essentialism by Greg McKeown.No Greater Love by Levi Benkert.The Cashflow Quadrant by Robert Kiyosaki.Who Not How by Dan Sullivan.Traction by Geno Wickman.Richer, Wiser, Happier by William Green. NEW TO THE SHOW?Check out our Real Estate 101 Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Keep up with the latest news and strategies on real estate investing with the best real estate podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Support our free podcast by supporting our sponsors.Connect with Patrick (@jpatrickdonley): TwitterConnect with Levi: Twitter | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How can investors suspend their emotions and reactions while riding the waves of a volatile stock market. In this episode I'm joined by successful Trader, Entrepreneur, and Author, Anmol Singh.At just 22 years old, Anmol worked tirelessly to move to America on his own. He eventually saved enough money by teaching himself to trade in his dorm room at Brunel University London. Amol always aspired to be something great and through trading learned the life-changing powers of emotional control, self-trust, and personal integrity. Successful traders are used to having a checklist, they're used to following a process, unemotionally. And doing it every single time. Anmole talks about figuring Out “Why” Before Stepping Into The Trading Arena: Why Knowing Your Reason For Investing Is Key To Success. Deciding What's Right For You: Are You A Short Term Or Long Term Trader? Getting Off The Emotional Rollercoaster: How To Watch The Stock Market Change Without Letting Your Emotions Get The Best Of YouHere's a link to the blog post: https://www.stocksforbeginners.net/blog/livetradersHere's a link to Harbor Capital: https://livetraders.com/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersGet 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Phil's Linktree: https://linktr.ee/phil_muscatelloStocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!Kristof is the President and CIO of Harbor Capital and is responsible for Harbor's $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.IN THIS EPISODE, YOU'LL LEARN:0:00 - Intro01:53 - How Kristof would summarize Q1 of 2023.14:48 - How working with a wide array of managers helps inform his worldview.26:52 - What makes a great money manager.39:13 - Factor frameworks and innovation around behavior analytics. 63:34 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world.65:46 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at PIMCO.Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCESHarbor Capital Website.Harbor Capital Linkedin.Trey Lockerbie's Twitter.Kristof Gleich's Twitter.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSHave peace of mind knowing River holds Bitcoin in multi-sig cold storage with 100% full reserves.If you're aware you need to improve your bitcoin security but have been putting it off, Unchained Capital‘s Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.Easily diversify beyond stocks and bonds, and build wealth through streamlined CRE investing with EquityMultiple.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Have Commonwealth Private‘s Private Bankers take the time to understand your goals and tailor solutions that create less for you to do and more for you to enjoy.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Let an expert do your taxes from start to finish so you can relax with TurboTax.Make connections, gain knowledge, and uplift your governance CV by becoming a member of the AICD today.Support our free podcast by supporting our sponsors.HELP US OUT!Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

ETFs are growing much more rapidly than mutual funds. In a sense they are a new and disruptive technology. Like the move from DVDs to streaming. ETFs can be bought and sold any time the market is open and they are fully transparent. You can see the holdings in real time. Mutual funds typically release their holdings on a 30 day lag to investors. Charlie McCain is my guest in this episode. He offers some great insights into how ETFs are constructed and how invesors can use them in their portfolios. Charlie is the chief executive officer of Harbor Capital AdvisorsFor over 35 years, Harbor has served as a gateway for clients to access talented, institutional caliber asset managers through active, cost-aware investments. Here's a link to the blog post: https://www.stocksforbeginners.net/blog/harborHere's a link to Harbor Capital: https://www.harborcapital.com/Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginnersGet 4 months free on an annual premium plan when you use Sharesight, the award-winning portfolio tracker. Sign up for a free trial today.Sharesight automatically track price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place.Phil's Linktree: https://linktr.ee/phil_muscatelloStocks for Beginners is a production of Finpods Pty Ltd. The advice shared on Stocks for Beginners is general in nature and does not consider your individual circumstances. Stocks for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Levi Benkert is a seasoned real estate entrepreneur with over two decades of experience in real estate private equity, development and asset management. Prior to founding Harbor Capital, Levi oversaw the acquisition, development, and management of over $400 million in real estate properties across multiple asset classes, including $250 million in multi-family assets developed for the US State Department internationally and many successful residential single family development communities across the US. Levi is skilled at building dynamic teams and identifying unique opportunities buried deep out of reach. He is dedicated to using conservative deal structuring to mitigate risk and maximize returns for investors while harboring a personal vendetta against capital calls. Levi lives in Austin, Texas with his wife and their four children. He can often be found in one of the various rock climbing gyms around the country with his kids who are still certain that they are one day going to be able to climb better than him. For more on Levi: Harborcap.com Twitter - @levijameshere The Moorhead Team is excited to bring you information about investing in real estate in the Central Texas area! More information can be found at our website at www.themoorheadteam.com and our YouTube page The Moorhead Team. We're always aiming to bring you great free content about investing in real estate in Austin, TX!

The market is spiraling downward, and fear creeps into most business owners. The real estate market is also affected, but how do we respond to this current storm we're in? Is there a way to sail through the current weather? In this episode, Levi Benkert, the CEO of Harbor Capital, teaches us how to navigate your business through a downturn. He shares why he is optimistic about the current state of the economy and the future of the United States and the Texas market in particular. Learn to maintain a positive view through turbulent times as Levi dives deep into the impact of being hyper-focused. He has so much more to unravel in this conversation. So before you set sail in the storm, tune in now!

RECORDED 20 Oct 2022 https://www.harborcapital.com MEDIA PICKS The Beast Within - the making of Alien https://www.imdb.com/title/tt0387056/?ref_=fn_al_tt_1 Boys in the boat https://en.wikipedia.org/wiki/The_Boys_in_the_Boat State of the Markets Podcast Tim Price of https://Pricevaluepartners.com https://timprice.substack.com Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R Paul Rodriguez https://ThinkTrading.com https://twitter.com/prodr1guez --- Send in a voice message: https://anchor.fm/stateofthemarkets/message

In this episode, we talked with Levi Benkert, Founder & CEO at Harbor Capital.Find out how Levi can raise funds for a new deal just from a simple tweet, why he invests almost only in industrial real estate, and what makes brokers get back to him with off-market deals every time.  Please visit the Harbor capital website to connect and learn more about Levi and his company, or connect with Levi on Twitter and Linkedin.

The CEO of Harbor Capital, Levi Benkert, is this week's guest on Construction Genius. Harbor Capital is a hyper-focused class A and B industrial real estate investment firm operating in Texas. What's interesting about this is Levi's journey from a newly married eighteen-year-old who purchased his first home in Sacramento, California to growing a business that has a goal of getting to $1 billion in assets under management by 2030. He is crushing that goal. We discuss a development deal that he's doing with a construction company that you'll find very interesting. Think about how Levi frames his deals and the approach that he takes to real estate investment, and how that might influence the way that you look at real estate investment as you have grown your construction company and have these types of opportunities come up. We also get into some more personal aspects of life and how Levi has benefited from the ups and downs of life, the lessons that he has learned in therapy, in business, and even from having children at a young age, and how that has impacted his parenting style, and the way that he is someone who has been financially successful, coming from a background of little financial success, how that has affected the way he relates to his children and the way that he wants them to think about money and the uses of money.

Michael Girdley @Girdley is joined by Justin Hill (@jahlawfirm), a lawyer in San Antonio. We talked about how personal injury works and discussed three business ideas. Not only that, but we also talk about our San Antonio experiences, the history, and projects on how to improve the city's lifestyle. ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- The Michael Girdley Show Episode 41 Show Notes: (00:00) - Introduction (00:37) - Our sponsor is Harbor Capital. (02:15) - What's going on in Corpus Christi, Texas? (03:52) - What brought Justin to San Antonio? (06:46) - Which are the San Antonio Trade-offs? (12:22) - The most British prank ever (14:32) - How was San Antonio's Immersive Art? (17:00) - Where's the best place to go Mountain Bike riding? (20:33) - How did the Tour de France experience go? (23:16) - Mayor, how about Health and Fitness transformation for your San Antonio people? (25:38) - How much work does it take to be a good politician? (29:40) - In what aspects can San Antonio improve on? (33:35) - How to manage time & a hack to make your phone less addictive (38:40) - What is it like to be a Personal Injury Lawyer? (43:47) - What are the differences between big and small law firms? (45:43) - Can you be more achievement-oriented when moving to New York? (51:00) - How is the law firm ownership situation in Texas right now? (52:59) - What is the subscale for a Personal Injury Law Firm? What is the process of analyzing what to give or take? (56:28) - For someone who moved to Big Cities such as Dallas or LA, is it worth moving back to San Antonio to build a business? (1:00:42) - What is the situation with the San Antonio housing market? (1:03:01) - The truth about Millennials Did you like this episode? Leave us your feedback in the comments! ----- Links: * Harborcap.com * https://podcasts.apple.com/us/podcast/the-alamo-hour/id1504139910 * https://www.jahlawfirm.com/ ----- Additional episodes you might enjoy: #38 Jesse Pujji of Gateway X - The CEO job is in constant evolution #37 Eric Jorgenson - GP of Rolling Fun - Information Dealer Extraordinaire #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly #13 The Hard Money Lending Business - Matthew Weidert of Longleaf Lending

Michael Girdley @Girdley is joined by Kevin Dahlstrom (@Camp4), we talk about how to become multi-dimensional, get to identify the cliches and what it is like when GenX-ers joins in the Twitter Community, how leaders and CEOs work to be where they are now. Kevin also talks about his banking app business, Swell, that grew over time and became an LP in great Real Estate deals. ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- Show Notes: (00:00) - Introduction (00:56) - Our sponsor is Harbor Capital (02:10) - Are all generations really the same? What makes Gen X the OGs of tech generation? (06:00) - What makes GenX-ers uncomfortable in the Twitter Community? How does one adapt to the platform? (08:55) - In what ways can Twitter be therapeutic? (11:11) - Staying fit in the middle age: How to make it work? (14:30) - On The Road by John Kerouac: How to get the energy to strive? (17:55) - How does each Generation think about stuff? Understand mindsets through generational lenses (22:50) - Elon, like him or not, he's doing cool stuff with his money! (23:47) - What is the key to continuous development? (29:45) - What makes a great product? (30:56) - Why did Kevin get back to an operational role in Swell? (32:02) - How is Bezos' famous quote relevant to Swell? (35:54) - How would you describe the prototypical striver? (39:30) - What is it like to be a zero-to-one visionary type CEO? (42:00) - How does Swell plan to become a billion-dollar business? What is innovative in your approach? (47:28) - What are the challenges, especially with less sophisticated investors? (49:30) - How do you plan to start strivers in PE? (52:40) - What is the biggest problem with Neo banking? (55:20) - A secret to getting someone strong as the First Podcast Guest! (1:22:00) - Life hack: How to kick ass at everything? ----- Links: * Harborcap.com * https://www.swellmoney.com ----- Additional episodes you might enjoy: #38 Jesse Pujji of Gateway X - The CEO job is in constant evolution #37 Eric Jorgenson - GP of Rolling Fun - Information Dealer Extraordinaire #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly #13 The Hard Money Lending Business - Matthew Weidert of Longleaf Lending

Michael Girdley @Girdley is joined by Pine Baron (@SpiritofPines) the first anonymous guest on the podcast. We talked about his journey to develop wealth and get into real estate buying, why Pine wished to be anonymous on Twitter, why people trust corporations so much these days and which corporations we trust. ----- Thanks to our sponsor! * Harbor Capital is a hyper-focused Class B industrial real estate investment firm. They are building a portfolio of quality industrial assets in the four big cities in Texas. Their work is focused on generating strong cash flow, while being hyper-focused on safe and secure assets that could weather a downturn. The founders have built a reputation for delivering consistent value to investors with more than $400M in real estate investments in the last 20 years. https://harborcap.com/contact/index.html ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! ----- Show Notes: (00:00) - Introduction (00:56) - Our sponsor is Harbor Capital (02:10) - Why be Pseudonymous on the internet? (05:17) - Why be concerned with the Cancel Culture on Twitter? (08:55) - Why was it unexpected for corporations to do leadership like societal and governmental? (12:09) - Do large corporations have historically shaped the discourse and our values as a nation? (18:51) - How do your sales funnel look like? Where does Twitter fit? (22:10) - Let's hear the Pine Baron Biography! (25:17) - What is the strategy for real estate? (29:42) - Talk us through marketing agencies as scalable businesses and income source (32:14) - Book Smart or People Smart? Which one is most applicable for business? (38:41) - How did a Tuna Fish Sandwich at a gas station give the realization that there's a whole different set of lives that people are living across the city? (41:05) - Poker as a marketing experience & Pine's American Dream experience (44:53) - Start doing the job before you get the job (54:22) - College education, institutions & the ROI analysis (1:01:00) - What is wrong with educational institutions today? (01:08:37) - What is it like living under your means in your 30s ----- Links: * signup.wealthpin.com ----- Additional episodes you might enjoy: #38 Jesse Pujji of Gateway X - The CEO job is in constant evolution #37 Eric Jorgenson - GP of Rolling Fun - Information Dealer Extraordinaire #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one #13 The Hard Money Lending Business - Matthew Weidert of Longleaf Lending

Michael Girdley @Girdley is joined by Jesse Pujji @jspujji from St. Louis, we talk about all the cool stuff that he does, especially the Venture Studio that he's running. It is a business that incubates and creates other businesses. It talks about having to reboot your business every six to nine months and the coolness of the Sikh, the religion of which Jesse is a practitioner, is one of the neatest things to stumble upon in recent years. ----- Thanks to our sponsor! * Harbor Capital is a hyper-focused Class B industrial real estate investment firm. They are building a portfolio of quality industrial assets in the four big cities in Texas. Their work is focused on generating strong cash flow, while being hyper-focused on safe and secure assets that could weather a downturn. The founders have built a reputation for delivering consistent value to investors with more than $400M in real estate investments in the last 20 years. https://harborcap.com/contact/index.html ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- Show Notes: (00:00) - Introduction (00:45) - Our Sponsor is Harbor Capital (02:06) - Sikh Americans have a certain level of calm and peace? (04:12) - What's the impact of it in the huge division of people and inequality among men and women during the caste system? (06:00) - What was one of the coolest stats in the holy book of Sikhism? (07:32) - How do growing business breaks every 6-9 months considered the natural order? (09:00) - What are the general philosophies in building a business? (11:30) - Promoting someone? What is the best mindset to start in the new position? (13:56) - How to overcome a rough career patch through inner work + Good coaches vs. Great coaches? (18:26) - The elements of coaching. How is it rewarding to have someone inspiring to work with? (21:14) - What is the value of a great tutor? (22:08) - How can Tennis help unlock your understanding of magical tutors? (23:33) - Embracing one's ego with The Inner Game of Tennis Book (28:11) - What makes a great coach? (31:24) - What are the expectations when it comes to how a business works? (35:18) - How does the Twitter goal fit with other goals? Is it a worthy goal? (40:53) - What is your journey into having a Venture Studio? What are best practices? (43:54) - What are the highlights and opportunities of Venture Studios? (53:54) - What is the limiting factor for growth? ----- Links: * gateway.xyz/ ----- Additional episodes you might enjoy: #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one - The Michael Girdley Show #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly - The Michael Girdley Show e24

Michael Girdley @Girdley is joined by Eric Jorgenson @EricJorgenson, author of the book Navalmanack. We talk about his new book, generational differences, we recap the Berkshire Hathaway annual meeting, why he takes photos of sandwiches and puts them on social media, his career and how he's established a career as an information dealer. Subscribe to our channel! ----- Thanks to our sponsor! * Harbor Capital is a hyper-focused Class B industrial real estate investment firm. They are building a portfolio of quality industrial assets in the four big cities in Texas. Their work is focused on generating strong cash flow, while being hyper-focused on safe and secure assets that could weather a downturn. The founders have built a reputation for delivering consistent value to investors with more than $400M in real estate investments in the last 20 years. ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- Show Notes: (00:00) - Introduction (01:04) - Our sponsor is Harbor Capital (02:14) - Intro (03:30) - Let's recap the Berkshire Hathaway annual meeting and it's different cultures (07:12) - Nuclear war, inflation & Bitcoin (12:05) - What is it with sandwich photos on Eric's website and Twitter? (15:40) - What are your experiences living in San Francisco vs. Kansas City? (19:10) - Habits and culture from New Jersey lifestyle (23:57) - Are generations different from one another or is it rather age groups? (33:50) - Different theories of personality & personality traits: Is there a professional use for hiring? How do you assess grit? (40:38) - Living as an information dealer, publishing books & creating content. (44:00) - Original creation, curation, selection & the different thought processes around it (49:27) - What are the steps on Curating? What are the similarities with creating? (53:36) - Is it possible to build a franchise around this? (59:00) - Academic readings frustrations (01:05:30) - Can you get rich publishing books? When does Balmanack come out? (01:11:21) - Why does @Girdley loves Chili's? (01:13:21) - How does @Girdley organize his time and projects? How many boards is he on? What does a normal calendar week looks like? ----- Links: * Harborcap.com * ejorgenson.com ------ Additional episodes you might enjoy: #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one - The Michael Girdley Show #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly - The Michael Girdley Show e24 #19 Grocery Store Chain Business - Rob LaBonne of Labonne's Markets - The Michael Girdley Show

On today's Talk Your Book, we spoke with Don Casturo from Quantix Commodities and Kristof Gleich from Harbor Capital to discuss how to hedge inflation with commodities.   Find complete shownotes on our blogs...  Ben Carlson's A Wealth of Common Sense  Michael Batnick's The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 

Michael Girdley (@Girdley) is joined by Tyler Tringas (@tylertringas), Calm Fund GP & Founder, to talk about how the calm fund works as an alternative to VC, lessons running in-person & online events, why to live in CDMX, how to raise money as a founder, how to hire as a tech founder, and much more! ----- Thanks to our sponsor! * Harbor Capital is a hyper-focused Class B industrial real estate investment firm. They are building a portfolio of quality industrial assets in the four big cities in Texas. Their work is focused on generating strong cash flow, while being hyper-focused on safe and secure assets that could weather a downturn. The founders have built a reputation for delivering consistent value to investors with more than $400M in real estate investments in the last 20 years. https://harborcap.com/contact/index.html https://harborcap.com/ ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- Show Notes: 0:39 - Harbor Capital 1:50 - Tyler Tringas 4:01 - How can you define a “Calm” company? 6:24 - How do you incubate non-high-growth companies? Can you translate the model out of software companies? 10:02 - The economics of online membership communities are insane 13:30 - What is Calm Fund really doing? Is it a smart version of growth PE? 21:20 - Where do you find passion in entrepreneurship? 26:00 - What are the challenges of raising money and trying to grow superfast in current market conditions? Are there systemic risks? How do you manage effective communication? 33:50 - In person events: How do you make it work? What is the impetus for this? 38:30 - What is your goal with the events? Are you seeking profit, beaking even? Which structures did you put in place for it to work accordingly? 44:00 - Best practices on running your own conference 49:40 - Let's talk about running and scaling a company 53:00 - What's so special about hiring people from SMBs? 57:11 - Any mental models on bootstrapping a company? 1:00:30 - Long term compounding: What sets a brand apart from the competition? 1:07:15 - How do we think about burnout in the tech industry? ----- Links: * https://calmfund.com/ ----- Past guests on The Michael Girdley Show include Jesse Tinsley, Rob LaBonne, Matthew Weidert, Craig Fuller, Sam Bacon, Cayse Llorens, and more. ----- Additional episodes you might enjoy: #31 I wish I had learned 10 years ago about Pricing Power - Jay Vas shares his clear thinking in this one - The Michael Girdley Show #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly - The Michael Girdley Show e24

Michael Girdley (@Girdley) is joined by Levi Benkert (@Levijameshere) to talk about Harbor Capital, hiring architects overseas, his real estate endeavors, starting Verde Beef in Ethiopia (& his story with the Prime Minister), fundraising: tricks & techniques, outlook on America's future, and more. ----- * Do you love The Michael Girdley Show and want to see our smiling faces? Subscribe to our Youtube channel. * Do you enjoy our content? Rate our show! * Follow us on Twitter @GirdleyShow Find success in small business investing and entrepreneurship. ----- Show Notes: (0:00) - Intro: Levi Benkert (1:29) - Hiring an overseas architect: How was your experience? Why consider it? (7:16) - Levi's latest Real Estate Project (13:04) - What are the risks in this Deal? What are customers looking for in the space? (16:36) - What are reasonable cap. rating expectations? What about costs? (22:15) - Would you recommend it as a business model? Where do you think the market is at right now? (24:54) - Is it OK to be in it for the money? (33:26) - Fundraising: Tricks & techniques (39:03) - Interest rates, financial planning and our outlooks on America's future (44:49) - How do you know when someone is being too greedy? (47:35) - What is the @Girdley flywheel? Why is he on Twitter? (57:00) - Starting a beef company in Ethiopia and crashing the Prime Minister's office ----- Links: * Harbor Capital ----- Past guests on The Michael Girdley Show include Jesse Tinsley, Rob LaBonne, Matthew Weidert, Craig Fuller, Sam Bacon, Cayse Llorens, and more. ----- Additional episodes you might enjoy: #24 The recruiter of choice: How JobMobz helps Silicon Valley companies grow so quickly - The Michael Girdley Show e24 #19 Grocery Store Chain Business - Rob LaBonne of Labonne's Markets - The Michael Girdley Show e19 #13 The Hard Money Lending Business - Matthew Weidert of Longleaf Lending - The Michael Girdley Show e13

2022 has been a rough year for investors as financial markets have declined across the board. No matter what the market performance, investors continue to favor passive index funds over actively managed ones. Investors continue to favor ETFs, and exchange-traded funds over mutual funds. The vast majority of funds in ETFs are in passive strategies, but there's an interesting divergence occurring. One of the fastest-growing segments in the ETF universe is actively managed ETFs. This week's guest is involved in both actively managed mutual funds and ETFs and one of his main responsibilities is identifying best-in-class managers for both. He is Kristof Gleich, President and Chief Investment Officer of Harbor Capital Advisors. Prior to joining the firm in 2018, he was Global Head of Manager Selection at JP Morgan Chase. Harbor Capital is well known within the investment management industry but not in the general public. Begun as the pension advisory arm of old-line packaging manufacturer, Owens-Illinois, Harbor Capital became independent over 30 years ago. It is known for choosing top-quality independent money managers to run specific mutual funds under the Harbor Capital name. It currently oversees $55 billion of targeted strategies. It also recently launched a suite of actively managed ETFs, some with unusual strategies which we will discuss. I began the interview by asking Gleich to take us through the process of choosing money managers to partner with, who have what he calls an “alpha edge”. WEALTHTRACK #1847 broadcast on May 20, 2022 More info: --- Support this podcast: https://anchor.fm/wealthtrack/support

Greg interviews Levi Benkert. Levi grew up all over the world, traveling with his family focused on missionary type work. He flipped his first house as a teenager and started a small chain of coffee shops in Sacramento, before scaling up his real estate business. 2008 hit both his business and personal life quite hard, and Levi and his family moved to Ethiopia to start an orphanage for children coming from extremely difficult situations. Over 6 years, he actively worked on the non-profit and built up several other large businesses in the country and surrounding region. Subsequently he moved back to the United States and settled down in Austin Texas. He stepped back from the non-profit finally and sold the businesses in order to launch Harbor Capital, and investment firm focused on Industrial Real Estate Opportunities.

Levi Benkert is President & CEO of Harbor Capital and in this conversation we focused exclusively on the industrial real estate market in Texas, Harbor Capital has completed over $400 million worth of transactions and has a goal of getting to $1B in assets under management by 2030. We spoke about the following: Why the focus on industrial real estate? Strategy when selecting properties? What to look for when acquiring a property? How to source deals? Red flags in industrial properties? How will rising interest rates impact strategy going forward? About Levi: Levi Benkert is a proven innovative business leader with 20 years of experience in strategic real estate related business development. Levi has leveraged his skills to identify unique opportunities, maximize growth, raise capital and create sustainable vision for companies that he has founded and led. Levi has bought, managed and developed over $400M in real estate properties in his career. Levi is great at building teams who are aligned around clear objectives and a shared passion for building a better world. When not doing due diligence on another industrial property Levi can be found on a paddle board in Lady Bird Lake in Austin with his wife and their 4 kids. Levi can be found on Twitter talking about real estate @Levijameshere. --

On today's Talk Your Book, we spoke with Kristof Gleich and Spenser Lerner from Harbor Capital about owning and managing portfolios with innovation stocks.   Find complete shownotes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Levi Talks about some of his popular tweets , Challenges of the Real estate market , importance of therapy and much more.

Hello Podcast listeners, Today is a very special episode with Kristof Gleich, President and CIO of Harbor Capital. Prior to this, he was Managing Director and Global Head of Manager Selection at JP Morgan. He also worked as a Fund Manager at Architas and worked as an Executive Director at Goldman Sachs. Kristof earned his Bachelor of Science in Physics from the University of Bristol. In today's episode we discuss a wide range of topics from his approach to investing, state of the financial service industry and his macro outlook. Enjoy and thanks for the listen!

For this episode of the Planet MicroCap Podcast, I spoke with Chris Krug. He is the President of Chatham Harbor Capital Management. I've known Chris for years and while we miss seeing each other at investor conferences around the country, we'll settle for a fun chat via Zoom for the pod. We continue the conversation we started on The Investors Roundtable, called, "MicroCap Due Diligence in the Virtual World." Chris is all about meeting management, probably the most gung ho investor I've ever met about this, so we discuss why it helped him become the investor he is today. For more information about Chris Krug, please visit: http://chathamharborcapital.com/  You can Follow Chris Krug on twitter @chcap2016: https://twitter.com/chcap2016 Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Chris Krug, President of Chatham Harbor Capital, breaks down his thesis on PFMT, including why he thinks the stock could be a multi-multi-bagger.Chris's twitter: https://twitter.com/chcap2016My thread on PFMT notes: https://twitter.com/AndrewRangeley/st...Chapters0:00 Intro1:05 PFMT Valuation Outline4:40 PFMT business overview15:15 How PFMT "lands and expands" verticals18:55 How PFMT integrates and ramps up new contracts27:55 Why can't a start up come and displace PFMT?32:05 What PFMT's financials look like once all their new clients onboard35:40 Quantifying PFMT's margin outlook37:25 Why can't HMS respond to PFMT?40:20 Why is Parthenon selling so aggressively?44:20 PFMT's capital allocation47:25 Would healthcare reform hurt or help PFMT?49:15 What could kill this investment?53:10 Closing thoughtsSHOW LESS

This episode is brought to you by Merk Research. Visit this link to take advantage of the offer presented on the podcast. To listen without ads or announcements, become a premium subscriber, which gets you access to a host of other benefits, including (but not limited to) the new Daily Contrarian podcast, released every market day morning by 7:00 a.m. eastern time. Chris Krug of Chatham Harbor Capital Management joins the podcast to discuss his hedge fund's strategy of buying equity of distressed companies. Krug has a unique background and a unique approach, targeting the equity of companies that are heavily indebted but face a transformation. He shares his insights with listeners with the understanding that nothing is to be considered investment advice. Content Highlights (Spotify users can click on the timestamp to link to the start of the segment directly) Overview of Krug's contrarian investment strategy: buying stocks of companies that are loaded up with debt (3:49); Debt-to-Ebitda is not a great metric. Investors should look at debt to free cash flow instead (5:57); Chatham Harbor's screening process for new ideas (9:44); The fund's largest holding right now: a collections agency for the IRS and student loans that is transforming to a healthcare company (15:27); A look at the macro picture: what if interest rates go up and it becomes harder for these companies to refinance? (28:05); Background on the guest (30:28); More about Chatham Harbor's portfolio and its holding of a private prison company (34:03); The small-cap game is about volume. You need to look at thousands of names and stay on top of the developments (43:42). More Information on the Guest Website: ChathamHarborCapital.com; Twitter: @chcap2016; LinkedIn.