Podcasts about hnwis

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics include: earnings & GDP, lessons for Your Younger Self, and Is SpaceX the Biggest Short, and more.Refer to chapter marks below for a complete list of topics covered and to jump to a specific section. Get mentored by Chris: Book a Zoom call to discuss joining my Business Academy, Finance Bootcamp (to get a job in finance) or MBA Degree Programs or for investing/business/personal development coaching: https://haroun.short.gy/1on1CallYTWDownload my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramChapter Marks:  0:25 Start / Welcome / Intro 2:38 Earnings & GDP 5:28 Big Tech Earnings (Amazon, Microsoft, Meta) 7:47 Macro: Russia, Markets, Bubble Talk 10:25 Gold & Bill Ackman 12:38 Life Advice: What to Learn Young 19:08 Valuation (DCF Alternatives) 23:48 Career Anxiety & Purpose 36:52 Buy, Borrow, Die 38:25 Real Estate Investing 39:51 RSI Explained 41:07 Sales Skills 45:11 Fundraising from HNWIs 47:31 Interview: Zoom Setup (Adrian Roup) 50:25 Free Zoom Setup Evaluation 1:29:52 Content Repurposing 1:31:45 Future: OpenAI IPO & SpaceX Short Thesis 1:34:34 Society & Politics 1:35:19 Careers (Equity Analyst, Research) 1:38:21 Degrees: Cyber vs CS 1:39:13 Geopolitics & Oil 1:40:14 VIX Outlook 1:42:05 Hedge Fund Careers 1:43:10 AI vs Wall Street 1:44:39 Insider Trading Debate 1:45:37 Billionaires Discussion 1:49:15 AI & Job Disruption Connect with me: Schedule a 1:1 call with Chris: https://haroun.short.gy/1on1CallYTWYouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun

HNWIs in Singapore are increasingly questioning whether their wealth is sufficient to sustain retirement in a high-cost environment. Rising living expenses, longer lifespans, and market volatility are reshaping how portfolios need to be constructed, shifting the focus from accumulation to income generation, resilience, and long-term sustainability. On The Wealth Tracker, Debbie Yong speaks with Lionel Lee, Money Expert at The Better Foundation, on how HNWIs can reposition their investment strategies to generate sustainable retirement income, manage downside risks, and preserve wealth across generations.See omnystudio.com/listener for privacy information.

Through the lens of working with around 20 organisations annually on their high value events portfolios, we'll share learnings from the last 12 months. If you're responsible for raising money through events for major donors/HNWIs, join Rebecca Elcome, Managing Director of Coveted Crates as she explores how to make the most of these experiences to build meaningful relationships with new and prospective donors. Key learnings from this session: Trends and learnings from 2024 events season How to use these and your own learnings to inform future plans How to ensure you maximise the opportunities post-event and build lasting donor relationships Click here to subscribe to our email list for exclusive fundraising resources, early access to training, special discounts and more If you enjoyed this episode, don't forget to hit follow and enable notifications so you'll get notified to be first to hear of future podcast episodes. We'd love to see you back again! And thank you to our friends at JustGiving who make the Fundraising Everywhere Podcast possible.

Lygos Finance is the first trustless, Bitcoin-native lending platform designed for high-net-worth individuals and institutions, leveraging battle-tested tech for non-custodial loans that protect against centralized liquidation risks. Backed by Initialized Capital, its small team of five brings 34 years of combined paid Bitcoin experience, focusing solely on Bitcoin without distractions. Available to HNWIs in Latin American markets like Peru, it supports the region's booming crypto and stablecoin activity for expats and digital nomads. Francis from Lygos joins the podcast to tell us all about the first trustless, Bitcoin-native lending platform.

Crypto is no longer just a niche play. Asia’s high-net-worth individuals are increasingly allocating real portions of their portfolios to digital assets. According to Sygnum’s 2025 APAC HNWI Report, nearly half of HNWIs in the region now dedicate more than 10% of their wealth to crypto, viewing it as a tool for long-term preservation and legacy planning rather than pure speculation. What’s driving this bullish sentiment? And how will crypto shape private wealth strategies in 2026? On Wealth Tracker, Hongbin Jeong speaks with Jason French, Executive Director at Sygnum Bank, to break down the trends, the opportunities, and what this shift means for the future of wealth in Asia.See omnystudio.com/listener for privacy information.

According to a survey from Sun Life, amongst Singapore respondents, 67% said they worry their wealth won’t outlast their children, and only half expressed full confidence that their heirs would honour their wishes or preserve and grow inherited assets. The survey highlighted a significant preparedness gap: whilst many recognise the importance of planning, only 43% feel fully prepared today. Just 25% have both completed and communicated their plans, whilst 35% have only partial plans in place. About 17% have taken no action. On The Wealth Tracker, Hongbin Jeong speaks to Lionel Lee, Money Expert, The Better Foundation, to find out more.See omnystudio.com/listener for privacy information.

In this episode of Fireside with a VC, I sit down with Arvin Grover, General Partner at Digital Health Venture Partners (DHVP), to dive into how AI is reshaping healthcare and where the biggest opportunities are for founders and investors.We discuss:· Why roughly 22% of the healthcare sector has adopted AI compared to 9% in the broader economy· The most compelling use cases for AI across the healthcare value chain· How targeted AI solutions and sector-focused innovation can rejuvenate America's competitiveness· What it takes for a digital health–focused venture fund to thrive (or fail) under shifting market conditions

Scott Kerr is joined by Julie Bramham, global managing director of Diageo Luxury Group, a division that unites prestigious ultra-premium spirits brands such as Johnnie Walker, Don Julio, Port Ellen, and others in one portfolio. Julie discusses Diageo's thinking behind the formation of a luxury division, why Johnnie Walker's iconic 'Keep Walking" message and platform stays culturally relevant, growth opportunities in the face of a challenging global drinks market and consumers trading down from expensive products. She also talks about creating custom luxury experiences for HNWIs, a haute couture and fine whisky collaboration, and resurrecting a legendary Scottish 'ghost' distillery. Plus: Why brand storytelling is central to the success of its brands.Featuring: Julie Bramham, Global  Managing Director at Diageo Luxury Group (diageo.com)Host: Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast: It's a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend or a colleague!

Episode 81 with Donald Day and Philippa Allen

Arton Capital's survey of over 1,000 British millionaires finds that 53% may leave the UK over a wealth tax, while 83% have considered RCBI.View the full article here.Subscribe to the IMI Daily newsletter here. 

In this episode of Fireside with a VC, I sit down with John Frankel, founder and partner at ff Venture Capital, to discuss:· The rise of AI Point Solutions (AIPS)· ff VC's new fund driving innovation in energy and manufacturing· How VC fund size and strategy influence performance across different economic cyclesJohn shares insights on how targeted AI solutions and sector-focused innovation can rejuvenate America's competitiveness — and what it takes for a venture fund to thrive or fail under shifting market conditions.Upcoming Live EventHear John present his fund strategy at 7BC's Global VC Demo Day in New York City on September 17th, 2025, alongside 100+ VCs, family offices, institutional investors, HNWIs, startups, and more. Join us for a 2-hour networkingreception following 7 hand-selected VCs presenting their funds.

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. ******************* 2025's Real Estate Rollercoaster: Dodge the Career-Killers with THIS Mastermind!

In a move that could accelerate digital asset adoption, Singapore’s Monetary Authority has issued landmark guidance allowing crypto holdings to be officially verified as part of wealth assessments. This marks a major shift—especially for family offices and high-net-worth individuals (HNWIs) who’ve long faced hurdles integrating crypto into traditional financial frameworks. How will this reshape private wealth management, and why this may be the clearest signal yet that crypto is entering the financial mainstream? On Wealth Tracker, Hongbin Jeong speaks to Steve Alain Lawrence, CIO of Balfour Capital Group, to find out more.See omnystudio.com/listener for privacy information.

Metaplanet now holds more Bitcoin than Coinbase — and the corporate playbook is shifting fast. In this Roundup, Josh Friedeman is joined by Jon Gordon (Satoshi Health Advisors) and Trey Sellers (Unchained) to break down where strategy is real and where it's just noise. From Angel Studios' 300 BTC buy to the rise of Bitcoin Treasury premiums and Nostr in healthcare, this is signal for operators, allocators, and founders who can't afford to wait. Smart moves, missed bets, and what happens when conviction goes on-chain. KEP TOPICS MetaPlanet's Bitcoin Treasury Coinbase's Bitcoin Strategy Bitcoin Treasury Companies in Brazil and Korea Angel Studios Adding Bitcoin to Its Balance Sheet Market Euphoria and Bitcoin Treasury Companies The Role of Leverage in Bitcoin Investments MNAV and Bitcoin Treasury Valuations Counterparty Risk CONNECT WITH JON X: @thebitcoinyogi Instagram: @jongordon9 LinkedIn: Jon Gordon Satoshi Health: satoshihealth.com Sound HSA: soundhsa.com CONNECT WITH TREY X: @ts_hodl LinkedIn: Trey Sellers Personal Site: treysellers.com Newsletter: firebtc.substack.com CONNECT WITH JOSH

Malta’s golden passport scheme once ranked #1 globally for citizenship-by-investment has been declared a violation of EU law by the European Court of Justice, signaling a major turning point in global wealth migration. As the EU cracks down on fast-track citizenship programs, high-net-worth individuals (HNWIs), including thousands of wealthy Indians, are reassessing their options for second citizenship and global mobility. Host Neil Ghai talks to Rajneesh Pathak, founder of GlobalNorth Residency and Citizenship and Andri Boiko, Founder & Global CEO , Garant In, as they discover how this landmark ruling could reshape investment migration trends, impact the future of golden visas, and shift demand toward more affordable residency and passport programs in the Caribbean and beyond.Check out other interesting episodes from the host like: Tariffs trump trade, The Curious Case of IndusInd Bank, The Influencer Economy’s Quiet Reset, India’s Biggest Hospital has a Chronic Illness and much more. Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube. You can follow Neil Ghai on his social media: Twitter and Linkedin See omnystudio.com/listener for privacy information.

In this episode of the Latin Wealth Podcast, we dive into the latest updates on Trump's escalating global trade war, shifting power dynamics in global markets, and how tariffs are impacting the economy, tech, and everyday Americans.We also break down how countries like Mexico and Canada may align with China, why Apple may raise iPhone prices to $2,000, and what this means for the U.S. economy.Jeremiah shares his thoughts on whether the U.S. is losing its position as the global leader — and how greed, exploitation, and a lack of long-term infrastructure planning are accelerating the shift.We also touch on:- A wild market reaction to a false report about a “tariff pause”- Why bringing factories back to the U.S. isn't as simple as it sounds- Latin America and the Caribbean as unexpected winners in the tariff shakeupPlus, we look at how Latin American high-net-worth individuals (HNWIs) are still driving the Florida real estate market, especially in Miami — despite a dip in foreign real estate investment.This episode is raw, honest, and full of real talk about the intersection of politics, economics, and wealth-building for the Latino community.#tariffs #tariffwar

To get your dose of daily business news, tune into Mint Top of the Morning on Mint Podcasts available on all audio streaming platforms. https://open.spotify.com/show/7x8Nv1RlOKyMV5IftIJwP1?si=bf5ecbaedd8f4ddc This is Nelson John, and I'll bring you the top business and tech stories, let's get started.  India's Market Position Slips, Brazil Takes the Lead India fell three spots to sixth place in Mint's Emerging Markets Tracker, as a stock market downturn, currency depreciation, and an 11% export decline overshadowed strong GDP growth. Meanwhile, Brazil surged to the top, driven by a 4.5% currency appreciation and stock market gains. China moved up to second, while Thailand secured third place due to export growth. Despite slower depreciation, the rupee remained one of the worst-performing currencies. Tamil Nadu's Footwear Revolution Tamil Nadu is pivoting from leather to non-leather footwear manufacturing, attracting global brands like Nike, Puma, and Adidas. The state has secured ₹17,550 crore in investments, promising 2.3 lakh jobs. Companies like JR One Kothari have already produced 2 million Crocs, while a ₹5,000 crore Adidas facility is set to create 50,000 jobs. Rising labor costs in China, Vietnam, and Indonesia are making India a viable alternative, but challenges remain—localizing raw material supply is a priority. IPO Market Gears Up for 2025 Major firms like NSE, NSDL, Tata Capital, boAt, JSW Cement, and PhonePe are preparing for IPOs in 2025. Market volatility, investor sentiment, and US policies remain key factors. Analysts say the new wave of IPOs emphasizes financial discipline, AI integration, and ESG compliance. Among key listings, Tata Capital plans a ₹15,000 crore IPO, boAt eyes ₹2,000 crore, and JSW Cement is set for ₹4,000 crore. With market confidence rising, the IPO scene is heating up. Senior Housing, Co-Living Gain Traction India's real estate market is shifting, with senior housing and co-living emerging as promising yet complex segments. Urbanization is driving demand for mixed-use senior living communities that blend healthcare and family housing. Meanwhile, co-living is rebounding, driven by young professionals seeking affordable housing. However, low yields and operational hurdles make investors cautious. Additionally, luxury branded residences, linked to global hospitality brands, are gaining traction among HNWIs. Indian IT Firms Lead H-1B Approvals Amid Policy Shifts Indian IT companies secured one-fifth of all H-1B visas in 2024. Infosys led Indian firms with 8,140 approvals, trailing Amazon's 9,265. India remains the dominant H-1B recipient, but policy changes under the Trump administration could impact hiring. The selection process is shifting to prevent multiple filings, fees have increased, and records older than five years are being deleted. While Indian IT firms remain strong, new rules could create hurdles for skilled workers. India's economic landscape is evolving—can it navigate global headwinds and capitalize on emerging opportunities?

Peter Dunworth is a partner at the Bitcoin Advisers and has had a successful career in various family offices. Originally from Australia, he's best known in the Bitcoin community globally for his Bitcoin outlook and work in orange pilling HNWIs. In this conversation with Relai CEO Julian Liniger, Peter discusses what led to him discovering Bitcoin, why he was so convinced early on, what importance multisig wallets play in Bitcoin adoption, and how he's actively orange pilling more family offices. You can follow Peter on X: https://x.com/peterbtcadviser —00:00 - Intro02:45 - Bitcoin's current landscape and future outlook 15:15 - The evolution of Bitcoin in family offices 30:03 - Self-custody and the future of Bitcoin investments—Prefer to enjoy this show in audio format? Listen on Apple Podcast: https://podcasts.apple.com/at/podcast/relai-bitcoin-podcast/id1543267066 Listen on Spotify: https://open.spotify.com/show/06BdZid57RlCgBNsgr703A?si=5ec60cc680534b44 --The opinions expressed on the show are the opinions of the individual guests and may not reflect the opinions of Relai AG. The information on the podcast may be changed without notice, and is not guaranteed to be correct, complete or up-to-date.--Relai is Europe's easiest bitcoin investment app. The ‘Made in Switzerland' bitcoin investment app enables anyone in Europe to invest in bitcoin within minutes. You can buy bitcoin instantly or set up a weekly/monthly savings plan for as little as 50 CHF/EUR and invest in bitcoin automatically over time.Disclaimer: Relai services are exclusively recommended for Swiss and Italian residents.

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com When it comes to self-made millionaires and high-net-worth individuals (HNWIs), a lot of myths and misconceptions dominate public perception. From how they accumulate wealth to whether money can truly buy happiness, many of these assumptions are simply not true. Let's break down some of the most common myths about the wealthy, using real data to separate fact from fiction. Myth 1: More Money Doesn't Make You Happier Fact: More money does lead to greater happiness—especially by improving life quality and reducing stress. While the old saying goes, “money can't buy happiness,” recent research shows that wealth does contribute significantly to overall life satisfaction. Earlier studies suggested that happiness plateaus at around $75,000 a year, but more recent research from Matthew Killingsworth at the University of Pennsylvania challenges this. Killingsworth's study found that happiness continues to increase as income rises beyond $100,000, and for many, it keeps rising well past $500,000 Why? Wealth offers greater freedom from financial stress, better healthcare, the ability to outsource chores, and more time for meaningful experiences like travel or hobbies. These factors improve life satisfaction and allow people to focus on personal growth and relationships. HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/  

Marco Mesina examines how Italy's recent tax changes affect global investors and part-time residents in 2024.View the full article here.Subscribe to the IMI Daily newsletter here.

Date: January 21, 2025Time: 7:00 PM GSTPlatform: LinkedIn Live watch here Hosts: DEE A & RA George LinkedIn profile for Dee A - https://www.linkedin.com/in/deeallan/ LinkedIn Profile for RA George - https://www.linkedin.com/in/ra-george-19b102104/ Watch LinkedIn video here https://shorturl.at/JsSnR This special beginner-level session of Bitcoin DXB focuses on introducing Bitcoin in a way that's easy to understand for politicians, high-net-worth individuals (HNWIs), educational institutions, lawyers, and government agencies. We break down the basics of Bitcoin, discuss its history, and explain key concepts, providing a solid foundation for anyone new to the world of cryptocurrency. What is Bitcoin? Definition: General public perception: Is Bitcoin a scam, internet money, or crypto? Hosts' definitions: Insights from DEE A & RA George. Whitepaper Definition: Peer-to-peer electronic cash system, as defined by Satoshi Nakamoto. Why it Matters: Challenges with the current banking system vs. Bitcoin's peer-to-peer model. A personal perspective on the inefficiencies of traditional systems like KYC and large-sum transactions. The Basics of Bitcoin 21 Million Limit: Exploring the concept of demand vs. supply. Bitcoin Halving: An easy breakdown of how and why Bitcoin rewards are halved every 4 years: History of Bitcoin Bitcoin wasn't the first cryptocurrency; others like eCash, B-Money, BitGold, and Hashcash came before. The Double-Spending Problem and how Bitcoin solved it using cryptography, hashing algorithms, and mathematics (SHA-256). Key Concepts of Bitcoin Peer-to-Peer: A comparison with fiat systems and real-world examples (e.g., Dubizzle, Facebook Marketplace). Electronic Cash System: Bitcoin Mining Simplified explanation: Miners solve puzzles to verify transactions, using energy in a process called Proof of Work (PoW). Pillars of Bitcoin (Open Blockchain) Open Source: Transparent source code available on GitHub. Permissionless: No age or location restrictions for users. Borderless: Seamless transactions worldwide. Censorship-Resistant: Miners update transactions without validating their purposes. Publicly Verifiable: Bitcoin transactions are traceable via Blockchain Explorer, making illicit activities detectable. Comparison to CBDCs CBDCs are not peer-to-peer and are controlled by central banks. Bitcoin provides transparency, while CBDCs allow selective verification and potential double-spending. This session breaks down the barriers to understanding Bitcoin, helping beginners grasp why it's often called the future of money. Join us for future episodes of Bitcoin DXB as we dive deeper into advanced topics like Bitcoin mining, halving, and the future of blockchain. Follow RA George and DEE A for updates and insights! Follow Us:Stay updated on the latest in crypto by subscribing to our channels and joining the discussion on LinkedIn.

Jeffrey founded Equine Biomechanics & Exercise Physiology (EQB), which helps HNWIs and entrepreneurs looking to enter the horse racing business pick and manage young, unraced thoroughbred horses that may become champions. Jeffrey has spent millions, including $7M+ of his own money, researching and refining the science of picking a champion racehorse for more than four decades and has grown EQB to be one of the USA's leading talent scout buyers for young unraced thoroughbred horses.   They helped one of their clients go from start-up to the leading USA racing stable in 4 years with a profit! This was even before the client made $50M+ from a racehorse they selected that won several world championships and became the first Triple Crown winner in 37 years. Several other clients have also had world champions.    Jeffrey disrupted the horse racing industry by developing a quantitative approach to finding the best racehorses, much of which has now been widely copied. His approach pre-dates and is similar to the one depicted in the Brad Pitt movie Moneyball, in which Pitt analyzes baseball players using biometric measurements at rest and while running and the type of equations and statistics to demonstrate their value and project their potential accomplishments. The data includes slow-motion films, organ scans, DNA markers, etc.    On the podcast, Jeffrey discusses:   How exhilarating the racehorse game can be, and the associated lifestyle and personal associations involved. Racehorse investments compare to traditional investments (real estate, stocks, precious metals, etc). How to become a thoroughbred owner without breaking the bank, including owning a fractional share of a championship-winning racehorse, what to know before buying a thoroughbred, and how much it costs. A description of the research methodologies behind finding and separating the good horses from the great ones. New racehorse selection technologies and the state of the industry's agents and consultants: the good, the bad, and the ugly.   To get a sense of Jeffrey, here's an episode he did with The Meb Faber Show, where he talked about whether a racehorse's winning metrics are more important than training. Equine Biometrics and the Triple Crown Challenge EQB, Jeffrey's company, specialized in equine biometrics, achieved significant milestones, such as being the first Triple Crown winner in 37 years after spending millions on research over 35 years in thoroughbred horse racing and breeding. Jeffrey shared how he became involved in the unpredictable sport after falling in love with a horse on a blind date. Michael drew parallels between winning a Triple Crown and other sports' challenges. Jeffrey attributed his success to using data and scientists. Jeffrey's Journey From Harvard to Horse Racing Success Jeffrey shared his journey from being a Harvard student to falling in love with horse racing. He initially studied law and business, but his passion for horse racing led him to research the sport's history and management. Despite facing challenges, he pursued his dream and eventually became successful in the field. He also mentioned his experience at Citibank, where he quit his job to pursue his passion for horse racing. Innovative Methods and Opportunities in Horse-Raising Industry Jeffrey expressed frustration with the lack of acceptance of his innovative methods in the horse-raising industry and the prevalence of misinformation. He suggested that small groups could benefit from his expertise and technology, making the industry a lucrative business for those with the right resources. Jeffrey also highlighted the irrationality of the industry as an opportunity. Michael and Jeffrey discussed their experiences as entrepreneurs, emphasizing the importance of curiosity and passion, and using examples like a car salesman's spreadsheet database and a fisherman prioritizing family over wealth. They discussed the potential for horse racing to grow, become more accessible, and drive economic stimulation and fan engagement, likening it to high-profile sports events and highlighting the life-changing impact of owning a racing team. Exploring Horse Racing Innovations and DNA Applications Jeffrey shared his experiences of discovering new methods and technologies in the field of horse racing, including inventing the first accurate heart rate meter for racehorses and creating a portable ultrasound machine. He emphasized the importance of curiosity and questioning established knowledge, as he found that many experts in the field were unaware of certain resources and equipment. Jeffrey also discussed his work with DNA, highlighting the potential for early identification of promising horses and the importance of accurate data in AI applications. He criticized the current trend of marketing DNA testing for speed in horses, arguing that it oversimplifies the complex factors involved in horse racing. EQB, Equine Biometrics, and Racehorse Business Jeffrey and Michael discussed Jeffrey's company, EQB, which focuses on equine biometrics. Jeffrey shared his company's website, email, and the availability of their research papers. He also emphasized the importance of understanding the racehorse business, which he described as serious and competitive.

Dutch lawmakers push for “fair share” from departing HNWIs, citing lifelong benefits of Dutch society. David Lesperance warns of exodus.View the full article here.Subscribe to the IMI Daily newsletter here.

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com When it comes to self-made millionaires and high-net-worth individuals (HNWIs), a lot of myths and misconceptions dominate public perception. From how they accumulate wealth to whether money can truly buy happiness, many of these assumptions are simply not true. Let's break down some of the most common myths about the wealthy, using real data to separate fact from fiction. Myth 1: More Money Doesn't Make You Happier Fact: More money does lead to greater happiness—especially by improving life quality and reducing stress. While the old saying goes, “money can't buy happiness,” recent research shows that wealth does contribute significantly to overall life satisfaction. Earlier studies suggested that happiness plateaus at around $75,000 a year, but more recent research from Matthew Killingsworth at the University of Pennsylvania challenges this. Killingsworth's study found that happiness continues to increase as income rises beyond $100,000, and for many, it keeps rising well past $500,000 Why? Wealth offers greater freedom from financial stress, better healthcare, the ability to outsource chores, and more time for meaningful experiences like travel or hobbies. These factors improve life satisfaction and allow people to focus on personal growth and relationships. HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/

Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning. Financial planners specializing in this niche must address these complexities to ensure wealth is not only preserved but also continues to grow across generations. By utilizing strategies that span investment diversification, risk management, and charitable giving, financial planners play a pivotal role in securing the financial future of HNWIs. Schedule a free meeting Schedule a free meeting Who Are High Net Worth Individuals? High-net-worth individuals (HNWIs) are typically categorized based on their liquid investable assets. Here's a breakdown of the general categories: High Net Worth Individuals (HNWIs): Individuals with at least $1 million in investable assets. Very High Net Worth Individuals (V-HNWIs): Those with $5 million or more in investable assets. Ultra High Net Worth Individuals (U-HNWIs): Those with over $30 million in investable assets. Each category requires distinct financial planning strategies, particularly as wealth increases. The more complex a financial profile becomes, the more critical it is to engage a professional financial planner with expertise in handling substantial assets. Why Financial Planners Are Essential for HNWIs For HNWIs, the stakes are higher when it comes to managing wealth. Traditional financial advice may no longer suffice once a certain level of assets is reached. As wealth grows, so too does the complexity of managing taxes, investments, and succession planning. The role of a financial planner is to provide a customized approach that addresses the specific needs of HNWIs. Key areas include: Minimizing tax liabilities to ensure that a larger portion of income is preserved. Investment diversification to reduce risk while maximizing returns. Estate planning to ensure that wealth is passed on to future generations efficiently. Charitable giving strategies to reduce tax burdens while supporting meaningful causes. Thematic Investing Align Your Portfolio with Your Values Schedule a free meeting  Tax Minimization for High Net Worth Individuals For HNWIs, minimizing taxes is key to wealth preservation. With high-income brackets and complex tax scenarios, strategic planning can reduce liabilities and enhance wealth retention.  Tax-Deferred Accounts HNWIs should continue maximizing tax-deferred accounts like 401(k)s and explore advanced options such as deferred compensation plans or cash balance pension plans for higher contributions.  Charitable Giving Charitable vehicles like Donor-Advised Funds (DAFs) and Charitable Remainder Trusts (CRTs) provide im...

Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: Presenting five new effective giving initiatives, published by CE on August 13, 2024 on The Effective Altruism Forum. Introduction In May 2024, Ambitious Impact (AIM) ran a program to incubate new effective giving initiatives (EGIs) in partnership with Giving What We Can. In short, EGIs focus on raising awareness and funneling public and philanthropic donations to the most cost-effective charities worldwide. In the last few years, several Effective Giving Initiatives, such as Doneer Effectief, Effektiv Spenden, and Giving What We Can, have moved millions in funding to the best charities globally. The success of these and other similar organizations suggests that further initiatives in this space could be highly beneficial, given that many highly effective charities are bottlenecked by access to funding. This article introduces five new effective giving initiatives incubated through the program we ran earlier this year in their own words. It summarizes their country of operation, near-term plans, targets, and any room for additional seed funding.[1] Organization Summaries Ellis Impact Co-founders: Fernando Martin-Gullans, Helene Kortschak Country of operation: United States (New York City) Website: www.ellisimpact.org Email address: fernando@ellisimpact.org, helene@ellisimpact.org Seed grant: $84,000 Background (why is this a promising country/angle for an EGI?) While Americans are the global leaders in total charitable giving, with over $450 billion donated annually, they currently give less than 0.5% of it to the most effective charities. Ellis Impact aims to expand effective giving by focusing on high-net-worth individuals (HNWIs) in New York City. Why HNWIs? Charitable donations are overwhelmingly heavy-tailed. For example, less than 5% of donors account for 40% of donations at existing EGIs such as Giving What We Can and Effektiv Spenden. Why New York City? Home to the largest number of millionaires (>350,000) and a GDP of $1.2 trillion, NYC has the highest wealth concentration in the world and is more economically powerful than many countries with existing EGIs (e.g., Netherlands, Sweden, Norway). It also has the highest charitable giving in the US, totaling $20 billion per year in itemized donations. Near-term plans Our first six months will focus on expanding our local network of prospective donors by attending events (e.g., networking events, conferences, galas) and tapping into existing and under-explored communities in NYC (e.g. EA Finance). We plan to further engage prospective donors through 1-1 advising and hosting our first lean, in-person events to raise awareness around effective giving, bring together like-minded individuals, and introduce them to cause area experts. Targets (reach/giving multiplier/etc.) Our minimum goal for our first nine months is to counterfactually raise our seed funding amount in public donations (>$84,000). Our ambitious goal is to raise three times as many counterfactual donations as we received in seed funding (i.e., $252,000). Room for more funding In late July, we raised $84,000 from the Seed Funding Network, allowing us to run for nine months. We would require an additional $20,000 to extend our runway to 12 months, decreasing the risk of having to shut down before we can demonstrate good results since, according to the experience of other HNW donor advisors, donor relationships potentially take longer than nine months to cultivate. Any funding on top of that would be used for hosting and attending additional and higher-quality events to meet and engage prospective donors. If you are interested in supporting our efforts in other ways, we are currently: Looking for warm introductions to prospective donors in NYC as well as super connectors and ambassadors for future warm introductions. If you know someone you think we shou...

If you're counting on a financial advisor to grow your wealth, it's likely that MOST of your money is in the stock market.But that's not how ultra-high-net-worth individuals approach investing.So, what if you diversified your portfolio to include more alternative investments? Drew Kniffin is Partner and President at Nighthawk Equity, the multifamily investing arm of The Michael Blank Brands.Drew has a corporate finance and real estate investing career that spans two decades, and he is passionate about helping high-net-worth entrepreneurs invest passively in apartments.On this episode of Financial Freedom with Real Estate Investing, Drew joins me to debate the pros and cons of investing in the stock market versus real estate.Drew makes the case for the stock market, explaining why you should stay engaged with Wall Street as part of a balanced portfolio.Michael discusses why he's cynical about stocks, describing how the volatility of the market can decimate your returns over time.Listen in for insight on how HNWIs invest their money and learn how to optimize your portfolio, mitigate your risks, and grow your wealth with real estate!For full episode show notes visit: https://themichaelblank.com/podcasts/session419/

Welcome to Episode 36 of REAL ESTATE INVESTING IN NEW YORK!! Please remember to Subscribe, Review and Share this podcast, it is SO appreciated!  YOU CAN ALSO WATCH THIS EPISODE ON YOUTUBE Contact me: Email: christina.Kremidas@elliman.com Join me on Instagram and Tiktok In this Episode, we take a break from the real estate market and dive into the common traits of my wealthiest clientele. Here in NYC, I am constantly meeting new people and often notice similar characteristics among HNWIs.  Did I forget any traits here? Let me know your thoughts!      Are you purchasing in NYC?  I would love to answer your questions! I always am so happy to have the opportunity to work with you - if you would like for me to represent you as your Broker as you begin the property purchase or sale process, please do not hesitate to reach out to me. Discover the value of your home Please subscribe to this channel and turn on notifications (click the bell icon) so you can keep up with the videos I post! Check out my website 

Scott Kerr is joined by Greg Spencer, Chief Executive Officer of Timbers Company, a leading luxury vacation homes and rentals company that offers the ability for HNWIs to buy whole and fractional ownership in vacation properties in the world's top destinations. Greg discusses how Timbers Company strives to deliver the same top-of-the-strata services and opulent experiences to its wealthy co-owners as ultra-luxury hotels, why the wrenching correction in the second-homes market didn't impact Timbers' business, creating a culture of hospitality excellence through creative solutions, and why the 'experiential luxury' trend compliments its business model. Plus: Big luxury travel themes for the coming yearFeaturing: Greg Spencer, Chief Executive Officer of Timbers Company (timberscompany.com)Host:Scott Kerr, Founder & President of Silvertone ConsultingAbout The Luxury Item podcast:The Luxury Item is a podcast on the business of luxury and the people and companies that are shaping the future of the luxury industry.Stay Connected: Email: scott@silvertoneconsulting.comListen and subscribe to The Luxury Item wherever you get your podcasts. Tell a friend!

Show host Gene Tunny interviews former investment banker Will Nutting, who runs the investment newsletter "Nutstuff”, to discuss emerging investment opportunities in 2024 and beyond. Will explains how he focuses on unloved areas like coal, uranium and cannabis that many investors overlook. He also emphasizes the importance of factoring geopolitical risks into investments and outlines opportunities that he sees in gold, Bitcoin, distressed debt, and investments in Russia. Will discusses how paying attention to geopolitics can provide an investment edge and outlines his process for gathering insights from his extensive network. Please note that the discussion is meant to provide general information and not specific investment advice.Please contact us with any questions, comments and suggestions by emailing us at contact@economicsexplored.com or sending a voice message via https://www.speakpipe.com/economicsexplored. About this episode's guest Will NuttingWill is the Founder and CEO of Nutstuff, a no-nonsense, investment newsletter with 2K+ subscribers, including CEOs and CFOs of some of the world's biggest financial institutions, founders of the most exciting startups, investors at the highest performing funds across private and public markets, and HNWIs.Will has been writing about and investing in markets since the 1990s, focusing on U.S. and global equities, and has had the good fortune to interact with and exchange ideas with many smart investors.What's covered in EP219Investment banking, media analysis, and providing a better perspective. (1:59)Geopolitics, equity research, and market trends. (7:32)Potential peace treaty between Russia and Ukraine. (13:24)Geopolitical tensions, global debt, and the future of Western nations. (16:53)Investment strategies and geopolitical risks. (22:51)Energy policy, ESG investing, and the future of fossil fuels. (28:31)Investing in various market caps, including small and mid-cap stocks. (34:01)Crypto investing and market trends. (36:29)Geopolitics, investing, and global markets. (42:30)Investing in distressed debt and real estate. (47:29)TakeawaysWill Nutting believes opportunities exist in unloved areas like coal, uranium, offshore drilling, and cannabis/marijuana stocks.Geopolitical risks like those in Ukraine, the Middle East, and China/Taiwan need to be factored into investments. Distressed debt could provide opportunities if the economic situation deteriorates.Will is positioning for 2024 by focusing on gold, Bitcoin, commodities producers, and select technology companies.Links relevant to the conversationWill Nutting's newsletter Nutstuff:https://www.nutstuff.co.uk/Thanks to Obsidian Productions for mixing the episode and to the show's sponsor, Gene's consultancy business www.adepteconomics.com.au. Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

Originally published September 23, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

A "Family Office" is remarkable entity that High-Net-Worth & Ultra-High-Net-Worth Families use to manage their wealth as it grows, and preserve it for their future generations.  A family office provides a wide range of services tailored to meet the needs of HNWIs. From investment management to charitable giving advice, family offices may offer a dedicated team of specialists to service these clients.  Today we are excited to explore the intersection of family businesses and compassionate capitalism on the show. Guillermo Salazar, Founder of Exaudi Family Business Consulting, author and global speaker, shares his insights on best practices establishing and maintaining an effective family office.  Key Points:  1: Define a Unifying Business Purpose based on Shared Values - In the world of family businesses, establishing a clear and unifying purpose for the business is the critical first step. Guillermo Salazar emphasizes that this purpose extends beyond financial success and aims to unite the family and business values. This fosters better communication among family members and lays the foundation for a shared vision, much like a company's mission. By creating an effective family charter, the owners can define the firm's purpose and equip themselves with the tools to identify and manage the next generation of leaders, ultimately preparing for a successful generational transition. 2: Understanding the Essence of Family Offices - Family offices offer a holistic approach to managing the financial and investment needs of affluent individuals or families. Unlike traditional wealth management firms, they bring a wide range of services under one roof, including financial planning, investment management, wealth transfer planning, tax services, and more. Family offices can be tailored to the specific needs of HNWIs, addressing both financial and non-financial concerns, such as managing family assets, private schooling, and travel arrangements. 3: The Decision Between Single-Family and Multi-Family Offices - Karen and Guillermo delve into the decision-making process for high-net-worth families to decide between single-family offices and multi-family offices (MFOs). Single-family offices are dedicated to serving one ultra-affluent family, offering a highly personalized approach. On the other hand, MFOs cater to multiple clients, resembling traditional private wealth management practices. The decision between these options often comes down to cost and control, with HNWIs weighing the benefits of sharing the expenses for specialized resources versus having exclusive control over their family office's services. This episode of "The Compassionate Capitalist Show," is important for all listeners that are working to create great wealth.  Some day you will need to pave your path to the intersection of family businesses and compassionate capitalism, uncovering the essential steps for success, and the role of family offices in managing wealth, and the decision-making process behind choosing the right family office model.  Guillermo Salazar's extensive experience in family business governance and succession planning provides valuable insights for families looking to navigate the complexities of both business and wealth management. Connect and learn more:  https://www.exaudionline.com/ Author: A Road to Triumph in Family Business gives you theoretical and practical strategies to manage each stage, with real examples and a clear guide to best practices for establishing a family office.  https://www.guillermosalazar.com/ Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org      

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:00 - Intro 1:56 - Mitch's backstory 7:08 - It's for the kids 12:57 - BitGo 21:21 - Bitcoin breaking from Crypto 26:00 - Early in monetization process for digital gold 29:57 - Custodial risk 40:22 - A message from Onramp 40:47 - Fear of losing your own Bitcoin 50:29 - Innovator's dilemma and new fee structures 53:32 - Providing context, setting a new standard 1:02:21 - Shifting mindset to custody as a paid service 1:09:09 - Heavy bags are uncomfortable 1:13:56 - Building the future and spreading the word 1:25:07 - Wrapping up  Onramp is a bitcoin asset management platform built on multi-institution custody. We serve high net-worth individuals, institutional investors, and financial intermediaries with a best-in-class suite of products, which include Multi-Institution Custody, a spot Bitcoin Fund, Onramp Wealth for RIAs, and Private Wealth services for HNWIs. Leveraging our partnership with BitGo and other industry leaders, Onramp's multi-institution custody is a first-of-its-kind institutional-grade vault, requiring 2 of 3 institutions at any point in time to sign once a client's unique permissions have been met.  Our multi-institution vaults utilize cold storage key signing and authentication at the direction of the client to maximize security for client assets. This pioneering approach to custody is the foundation of Onramp's financial products, which reduce counterparty risk associated with trusting a single institution.  To learn more about how Onramp can help you secure a new or existing bitcoin position, please visit our website at www.onrampbitcoin.com, where you can schedule a consultation and connect directly with our team.

Originally published September 30, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠ Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe

The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host. Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It's not just another asset - in the digital age, it's the Last Trade that investors will ever need to make. 0:30 - Is this time different? 17:44 - Stagflation 21:22 - Millennials vs Boomers 25:45 - Sound and BS investments 31:52 - Bitcoin is a no brainer in upcoming crisis 38:25 - Looking bad for the side of deflation 42:16 - Counterparty risk 46:54 - Sell the news? 51:16 - Digital scarcity 54:13 - Important names catching on 59:51 - Centralization of Bitcoin 1:06:21 - Multisig standard 1:11:55 - Interesting times  Onramp is a bitcoin asset management platform built on multi-institution custody. We serve high net-worth individuals, institutional investors, and financial intermediaries with a best-in-class suite of products, which include Multi-Institution Custody, a spot Bitcoin Fund, Onramp Wealth for RIAs, and Private Wealth services for HNWIs. Leveraging our partnership with BitGo and other industry leaders, Onramp's multi-institution custody is a first-of-its-kind institutional-grade vault, requiring 2 of 3 institutions at any point in time to sign once a client's unique permissions have been met.  Our multi-institution vaults utilize cold storage key signing and authentication at the direction of the client to maximize security for client assets. This pioneering approach to custody is the foundation of Onramp's financial products, which reduce counterparty risk associated with trusting a single institution.  To learn more about how Onramp can help you secure a new or existing bitcoin position, please visit our website at www.onrampbitcoin.com, where you can schedule a consultation and connect directly with our team.

Andy Hagans is a two-decade serial entrepreneur who helps High Net Worth Investors protect and grow their wealth with alternative investments. After founding, scaling, and selling four different seven- and eight-figure businesses, Andy decided to purchase multiple businesses through private equity partnerships, and now partners with talented entrepreneurs and real estate developers through GP, Co-GP, and LP investments. Andy is a co-founder of WealthChannel, the leading community for HNWIs who are placing capital in alternative investments. He also hosts The Alternative Investment Podcast. This week, Nate sits down with Andy to discuss buying back your time, creating equity, and private investing. Contact Andy: LinkedIn: Andy Hagans Podcast: The Alternative Investment Podcast

Have you noticed it seems like everyone is an investing expert these days…or at least THINKS they're an investing expert these days?   Gone are the days of Bull-and-Bear conversations limited to the suits on Wall Street. Now, anybody can get in on the action. Making your money work for you has never been easier, while at the same time, more complicated. There is an art to investing. And despite what your Twitter feed might tell you, you'll rarely find overnight success and riches. Slow and steady wins the race.   That's why we were excited to sit down with today's guest. Meet Zaheer Anwari, co-founder of SublimeTrading.io. He helps CEOs and HNWIs (high net worth individuals) get consistent returns in the stock market with a proven strategy that averaged 30%+ per annum over the last decade.    How does he do it? Reverse engineering. Instead of choosing assets based on what you WANT to invest in (i.e., Tesla fans will want to buy Tesla stock), he helps people determine how much money they want by when… and then works backward to decide the right investment strategy to achieve that goal. He strictly uses technical analysis, focusing on small wins that compound over time using cutting-edge tech for current market conditions.    Investing and reemploying capital - when done strategically - is an excellent way to develop second, third, or even fourth streams of income. If you're a busy professional looking to achieve results without dedicating endless hours, we strongly encourage you to first listen to this episode, and then visit SublimeTrading.io to learn more. Episode Highlights: Technical analysis vs. Fundamental analysis…and how to use them in tandem His daily process to determine which assets make it to his portfolio Why he only takes end-of-day positions His stance on long positions How a 30% success rate can still generate 7 to 8 figures a year The best trade he ever made Favorite Quote: “It's not about how many winners you have. Focus on how large your winners are and keep them compounding.”   Connect with Zaheer: https://www.linkedin.com/in/zaheeranwari/  https://sublimetrading.io   Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

Your favourite podcast duo is back with another insightful episode. This time, they talk about the evolution of Dubai real estate over the years, the areas that HNWIs are eyeing, and how the emirate is changing from a temporary destination to an ideal long term home for many.Your Ultimate 2024 Dubai Real Estate Investment Guide

Africa is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges? Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enjoy high yields with CapEx investments in Africa and emerging markets. Show notes: https://wealthchannel.com/2023/04/jim-chu-131/

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When you're raising capital for a real estate deal, it's tempting to pitch potential investors right away.But if you try to sell a high-net-worth individual before you've established trust, your chances of conversion are slim to none.So, how do you make meaningful connections with HNWIs and build trust in a way that makes them want to invest with you?Brad Blazar is the creator of Capital School, one of the fastest growing communities for entrepreneurs, business owners and CEOs learning to attract, raise and close high-net-worth investors.Having raised well over $2 billion for his own businesses, Brad is a sought-after speaker on the subject of raising capital and author of Winning at the Capital Game: Using Other People's Money to Build Wealth.On this episode of Financial Freedom with Real Estate Investing, Brad joins me to explain what works in building relationships with high-net-worth individuals, walking us through the steps he takes to establish trust prior to a pitch.Brad discusses how to stay in contact with potential investors while you're waiting for a live deal and describes what he's doing to raise capital in an uncertain economic environment.Listen in for insight around raising private equity money for real estate deals and learn Brad's genius strategies for connecting with potential investors—at traditional networking events or a nearby Starbucks!For full episode show notes visit: https://themichaelblank.com/podcasts/session356/

Synopsis: The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series. With the focus shifting from inflation to recessionary pressures, what investment strategies can HNWIs employ to ensure portfolio resiliency? And can anyone use those strategies as well? Correspondent Howie Lim speaks to Dr. Neo Teng Hwee, chief investment officer and head of products and solutions at UOB Private Bank to find out.  This episode is brought to you by UOB Private Bank. Highlights: 01:25 Investment strategies to employ in 2023 04:17 How market conditions dictate these strategies 06:18 Strategies accessible to all 08:18 How to navigate digital assets space 10:38 Family offices continue to play a role 11:54 Sectors to look into and why More about: UOB: Private Bank https://www.uob.com.sg/private/index.page UOB: Private Bank Investment Insights https://www.uob.com.sg/private/advisory/investmentinsights.page Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro Edited by: Howie Lim --- Follow BT podcasts: Channel: https://bt.sg/pcOM Apple Podcasts: https://bt.sg/pcAP Spotify: https://bt.sg/pcSP Google Podcasts: http://bt.sg/pcGO Website: https://www.bt.sg/podcasts Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Feedback to: podcast@sph.com.sg  --- Discover more BT podcast series: BT Money Hacks: http://bt.sg/btmoneyhacks BT Mark To Market: http://bt.sg/btmark2mkt PropertyBT: http://bt.sg/btpropertybt WealthBT: http://bt.sg/btwealthbt BT Market Focus: http://bt.sg/btmktfocus BT Branded Podcasts: http://bt.sg/brpod #BTPodcastSee omnystudio.com/listener for privacy information.

Amanda Falkson has been in practice as a Wealth Counselor with HNWIs in the UK and internationally for two decades. She works with the internal challenges that being a wealth-holder brings and her clients describe her as a trusted confidante in their personal lives. Listen in! Key Highlights: [00:01 - 12:38] What Wealth Counseling isIt's the personal interface between the individual and their wealth Why it's important being able to take a chunk out of the person who can be around the issue of wealthWhy there will be a surrounding of advisors where there's a transfer of wealth [12:54 - 19:46] What are the Common ThreadsWhy inheritance, intergenerational wealth transfer and people selling business is a common threadAmanda's basic tenet: Meaning, Purpose, and Structure Why we need to be multidimensional [20:23 - 37:46] Working With Helping SomeoneWhy wealth doesn't define youWhy it takes a lot of soul searching about what you want to doWhy always remaining in your integrity is essential [37:47 - 39:05] Closing Segment Key Quotes: “Where there's a transfer of wealth. There will be a surrounding of advisors.” - Amanda Falkson “The saddest person in town can be the person who's just sold their business for a huge amount of money.“ - Amanda Falkson Connect with Amanda:LinkedIn: https://www.linkedin.com/in/amanda-falkson-1045442/?originalSubdomain=ukWebsite: www.psychotherapycity.co.uk Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles. Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies. Show notes: https://altsdb.com/2022/10/chris-loeffler-066/

Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy. So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to discuss which asset classes may be poised to outperform, according to her team's latest research. Show notes: https://altsdb.com/2022/10/lara-rhame-065/

Dan McMurtrie is the Portfolio Manager at Tyro Partners, an asset management firm for institutions and HNWIs; and the General Partner at Anchorless Bangladesh, an early stage venture fund focused on Bangladeshi startups. Links: Dan's Twitter: https://twitter.com/SuperMugatu Tyro Partners: https://www.tyropartners.com/ Anchorless Bangladesh: https://www.anchorless.vc/ Coolworks: Jobs in Great Places: https://www.coolworks.com/ Show Notes: Are we in the schadenfreude part of the market cycle? Going back to the fundamentals Solving the agency problem Taking concentrated beta risk Having clarity around your goals The behavioral risk in investing Do not get married to your investment thesis It's always you vs. you Investing is about understanding other people's mistakes Societal costs of stablecoins being unstable Compatibility of social media and representative democracy Issues with the current US Govt. administration Number one existential risk for US currently Risks of information overload Improving education about commerce Dopamine manipulators Leadership vs. Stakeholder management America vs China for policy changes US legal immigration system And MUCH more!

Have you ever felt like you were in a rut? Like you were stuck in a place that just wasn't right for you, and all you could do was wait for something to change?That's exactly how I felt. I was lucky enough to have a job that paid the bills, but it didn't feel like it fit me. I was so frustrated by my situation—and then one day, I woke up. The world was still the same, but all of a sudden, I realized that I didn't have to be tied down anymore. That's when it hit me: if I couldn't change my situation, maybe I could change myself.So that's what I did—I set out on an adventure to find my flow. My goal? To unlock my genius and discover what makes me truly happy. And luckily for us both, I found it! Now I want to share what worked for me with others who are also looking for their own path forward.Hosted by Dr. Julia Colangelo. A coach and adviser to thought leaders, visionaries, public figures and HNWIs (millionaires & billionaires).Need a video? Video Supply make it easy to create video worldwide. Click here to get started.

There are many compelling reasons High Net Worth Investors might include gold in their portfolio, including portfolio diversification, tangibility, and a hedge against inflation. Precious metals, gold in particular, can be safe havens when other assets are struggling. And in recent years, gold has been a growth asset class with good profit potential. Stephen Flood is the CEO of GoldCore, an international gold broker located in Dublin, Ireland. Since 2003, GoldCore allows investors to buy gold and silver for direct delivery or for secure storage in a numerous high security vaults around the world. Show notes and transcript at AltsDb.com

This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com