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2 episodes with josh ziegelbaum
2 episodes with josh ziegelbaum
2 episodes with josh ziegelbaum
Target Market Insights: Multifamily Real Estate Marketing Tips
Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both capital raising and operations. Prior to joining Circuit City, Josh worked as Director of Investor Relations at Legacy Group, an alternative asset manager, where he raised more than $50 million of capital for the Green Coffee Company which allowed it to become Colombia's #1 largest coffee producer. His previous role was as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. He ultimately managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh previously held a Series 7 license and is originally from New Jersey, where he studied economics at Rutgers University. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. In this episode, we talked to Josh about Circuit City and what it is today, his business model, properly evaluating opportunities and what are the key questions to ask, tips and useful insights for new investors, and much more. Announcement: Join the Apartment Investing Mastermind here. Private Equity; 02:29 Josh's background; 06:19 What Circuit City actually is today; 10:13 An insight on the business model; 16:30 Key questions to ask to evaluate an opportunity; 24:23 Tips for new investors; 26:07 Round of insights Announcement: Download our Sample Deal package here. Round of Insights Apparent Failure: Not being able to enroll in the business school during college years. Digital Resource: InvestNext. Most Recommended Book: Sell It Like Serhant. Daily Habit: Tending to his family first thing in the morning, nice sunny Florida walks. #1 Insight for succeeding in private equity: Persistence, detailed work on goals, patience, and due diligence. Best place to grab a bite in Fort Lauderdale, FL: Any location within the RiverWalk. Contact Josh and his team: Website: investor.relations@circuitcity.com Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW, and be sure to hit that subscribe button so you do not miss an episode.
As Head of Investor Relations at Circuit City, Josh Ziegelbaum is responsible for managing investor communications, capital commitments, individual and commercial relationships, as well as overall support of the company's growth initiatives.Main point:How did you go about relaunching an iconic brand in pursuit of disrupting the consumer electronics industry?How can an eCommerce platform do $120M in revenue when directly competing with Amazon?What is Powered by Circuit City and planned growth through strategic partnerships (JCPenney, etc.)?The future for third-party sellers on eCommerce platforms How is Circuit City using AI to give customers a curated path to purchasing the right products?Can you explain the evolving customer expectations in the consumer electronics and eCommerce industries?What are the paths to liquidity for Series A investors?Connect with Josh Ziegelbaum:Circuit City's Series A funding round is now open for investment. Investors are forecasted to realize a 7.35x equity multiple on invested capital through a 2028 exit. Visit invest.circuitcity.com for more information.josh.ziegelbaum@circuitcity.comhttps://www.linkedin.com/in/josh-ziegelbaum-85a01270/https://invest.circuitcity.com/
Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth
Josh Zeigelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more. Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ 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
Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts.Amanda Cassar here meets Josh Zeigelbaum, Director of Investor Relations for the Legacy Group (a Private Equity Company) based in Fort Lauderdale, Florida.We will discuss their flagship investment, Green Coffee Co. and how it fits into the ESG (Environmental, Sustainable, Governance) space. We also run a breakdown on greenwashing, social and impact investing and where to go to find out more.We're enjoying Meeting the Professionals in Season 3 and hope you enjoyed meeting Josh.We trust you've gained lots of insights and understand a little more about this fast-growing investment space.Please note that Amanda is in no way associated with the Legacy Group, nor does she recommend the Green Coffee Co. This podcast contains general information only and is not to be construed as financial advice as your personal circumstances and goals have not been considered. Offer Financial Secrets Revealed on Amazon: Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: BooksBooktopia: Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | BooktopiaBarnes & Noble: Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)Connect with Joshhttps://legacy-group.co/investor.relations@legacy-group.co"Our Why": Fundamental Values and Mission at GCCJosh Ziegelbaum | LinkedInFollow Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks and @Wealth_Planning_Partners or on LinkedIn at Amanda Cassar | LinkedInWebsites: https://amandacassar.com.au/ https://www.wealthplanningpartners.com.au/ (company website)https://trustedagedcare.com.au/ (company website)Support the show
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he sits down with Josh Ziegelbaum, Director of Investor Relations at Legacy Group. Discover why Legacy Group invests in Latin America, particularly in Colombia, and their flagship portfolio company, the Green Coffee Company. Josh emphasizes the importance of diversification across asset classes and geographies for investors, as well as the risks associated with investments in Latin America. He also shares the company's plans to acquire more land and grow up to 15,000 acres in the US by the end of 2023. Here's what you will expect in this episode… Importance of diversification across asset classes and geographies for investors Legacy Group's investment focus in Latin America, primarily in Colombia Discussion of flagship portfolio company, Green Coffee Company Risks associated with investments in Latin America, including weather and political risks Legacy Group's business plan to acquire more land and grow up to 15,000 acres by the end of 2023 in the US There is still so much more to learn so tune in! About Josh Ziegelbaum: Josh Ziegelbaum is the Director of Investor Relations at Legacy Group, a Fort Lauderdale-based alternative asset manager that targets investment opportunities in Latin America. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. He was also a Private Banker for Wells Fargo, where he focused on complex credit needs and investments in public securities. Josh studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Connect on Josh Ziegelbaum: Website: https://legacy-group.co/ Email: investor.relations@legacy-group.co LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ LinkedIn: https://www.linkedin.com/company/legacygroup/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
Description: In this episode, we sit down with Josh Ziegelbaum, the Investor Relations Manager at Legacy Group, an alternative asset manager that specializes in high-impact investments in Latin America. We explore the reasons behind the growing interest in impact investing and how Legacy Group has been able to create a direct link between developing markets in Latin America and investors around the world. We dive deeper into the story of the Green Coffee Company, a portfolio company of Legacy Group and one of the most technologically-advanced coffee producers in the world. Josh shares his insights on the importance of producing a positive social and environmental impact through investing and how Legacy Group is able to provide their investors with a unique opportunity to do so. We also discuss the different investment offerings available for accredited investors and why farmland investments are becoming increasingly popular. Join us for an engaging and informative conversation about the potential of impact investing to create a better world for all. To connect with Josh, visit his website: https://legacy-group.co/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Become a paid subscriber and get membership access to exclusive, bonus, ad-free content: https://podcasters.spotify.com/pod/show/christopher-loo/subscribe Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
In this episode, I bring on Josh Ziegelbaum - Director of Investor Relations at Legacy Group.Legacy Group is a leading investment firm in Latin America with a strict focus on high-quality LATAM businesses for international high-net-worth & accredited investors that can produce outsized returns.With over $50 million of investment under management, our mission is to continue to build and source a concentrated portfolio of disruptive businesses for our clients through our on-the-ground experience that can quickly become market leaders in underinvested yet macroeconomically significant industries in Latin America.Recommended Book: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!Connect with Josh on LinkedIn: Josh Ziegelbaum | LinkedInLearn more about Legacy Group here: Legacy Group - (legacy-group.co)---Connect with Vijay on Instagram: @RealVijayKailashConnect with Vijay on LinkedIn: Vijay Kailash, CFA | LinkedIn--A quick message from our show's sponsor:Do you invest in index funds? This simple strategy (when used with your index funds) can lower risk, produce income, and help you retire early.This conservative strategy has outperformed SPY for over a decade. And the best part? This strategy takes just 5 minutes a week to execute.Click here now to learn this simple strategy for FREE: https://www.optionsellingsecrets.comRequired Disclosures: Options involve risk and are not suitable for all investors. Past performance is not indicative of future performance. Achieving a 7-figure investment portfolio nor retiring early are guaranteed. All opinions shared are each individual's opinions and are not the opinions of The Vijay Kailash Show, Option Selling Secrets, or other companies that may be mentioned in this show.
Join us as we explore insider tips on navigating real estate investment with Javier Hinojo and Josh Ziegelbaum. The Naked Truth About Real Estate Investing https://open.spotify.com Connect with Us To learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/. To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form. Follow Me on Social Media Facebook: Javier A Hinojo Jr. Facebook Group: Billion Dollar Multifamily and Commercial Real Estate YouTube Channel: Javier Hinojo Instagram: @javierhinojojr TikTok: @javierhinojojr Twitter: @JavierHinojoJr
Josh is the Investor Relations Director at Legacy Group, an alternative investments firm with $32M+ assets under management.They target profitable investment opportunities with high social and environmental impact in Latin America, and their flagship portfolio company, Green Coffee Company (GCC), is Colombia's #1 largest coffee producer, with 7.2M coffee trees planted on 6,372 acres.They've raised $25M from 220+ investors to fund GCC operations in Medellin, Colombia.At Legacy Group, Josh manages investor communications, onboarding, individual and commercial clients, and overall support of company initiatives.Download the full episode here: https://www.buzzsprout.com/1650301/11896578-episode-78-making-a-splash-with-alternative-investments-outside-the-us-with-josh-ziegelbaum.mp3?download=trueKey topics covered:Why high net worth US investors are increasingly turning to emerging markets to find attractive investment opportunitiesReal estate has made many people rich, but what are other alternative investment opportunities where the returns can be much higher and not necessarily with more risk than an average apartment building?The explosion in investment capital in Latin America, the great investment opportunities currently available there, and predictions for future opportunitiesWhy is impact investing important? What are parts of their business plan that create social and environmental improvements? Get in Touch with Josh: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/#podcast #multifamily #assetmanagement #podcasting #podcastlife #financialfreedom #investing #cashflow #redlineequity #crushingit #crushingcashflow #gains #finance #buildingwealth #coffee #coffeedrinkers Learn more about investing with us www.investwithredline.com
Join us as we explore insider tips on navigating the real estate investment with Javier Hinojo and Josh Ziegelbaum.
Should you invest in private company stock? Should you invest internationally? Why not both? This week I interview Josh Ziegelbaum who runs a coffee company in Columbia. I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how he thinks about investing internationally. Today's Panelists:Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
Today's guest, Josh Ziegelbaum, comes from the Legacy Group, where he is responsible for investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. When Legacy Group decided to make a modest entry into the Colombian Coffee business in 2017, they quickly discovered they were thinking too small. Fast forward to today. The resulting US-based company, Green Coffee Company, has become the largest producer of Colombian coffee in the world, with over 1,000 employees in the US and Colombia. But it's not just about money. Legacy Group is an “impact investment” fund, concerned not just with the bottom line but on doing the right thing — for employees and for the planet. This includes implementing sustainable farming practices, including reduced water consumption, reduced waste, on-site solar power production, and elimination of plastic consumption. To hear more about Josh Ziegelbaum and his story, please make sure to tune into this week's episode of The Road to Financial Freedom.For more information on Josh Ziegelbaum:Company Website: https://legacy-group.co/ LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ Instagram: https://www.instagram.com/legacygroupinvestments/ For more information on CamaPlan:https://www.camaplan.com/Call the number below during business hours (8:30 AM - 5 PM EST) to schedule a phone consultation with CamaPlan:Phone: (215) 283-2868 Toll Free: (866) 559-4430.Follow our Podcast to stay up to date with upcoming guests, and other relevant topics:Website: https://www.RoadtoFinancialFreedomPodcast.com Facebook: https://www.facebook.com/CamaPlanPodcast/Instagram: @TheRoadtoFinancialFreedomPodLinkPage: https://linkpages.pro/EclTdARemember to like, follow, and share on your favorite podcasting platform!CamaPlan SDIRA, LLCCamaPlan, a self-directed IRA administrator, makes alternative investing a breeze for clients.The Road to Financial Freedom is Social! Check us out on Facebook & Instagram!!
Alternative investments are an excellent way to diversify your portfolio beyond real estate and stocks, and that's the top of discussion on this episode of The Real Estate Law Podcast.Meet Josh Ziegelbaum, Director of Investor Relations at Legacy Group, an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in Latin America.Josh is responsible for managing investor communications, onboarding, individual accredited investors and commercial clients, as well as overall support of company initiatives.One of the Legacy Group's premier alternative investment options is The Green Coffee Company, a consolidated coffee farming operation based in Medellin, Colombia. The company's innovative business model allows complete control of the supply chain: from cultivation, through processing, to direct trade with end-clients.Since its founding, GCC has grown to become Colombia's second largest coffee producer with 4,010 acres of landholdings, and the most technologically-advanced producer of coffee in Colombia.What we love about this discussion is that it's a deep dive into alternative investments - who are these right for, how to get involved, what to expect as an investor, and why people consider adding them to their portfolios.In this episode, we discussed:- What exactly is an alternative investment?- Alternative investments outside the U.S. in emerging markets- Why coffee? Farmland as an alternative investment.- Why alternative investments are becoming more popular with investors- The importance of producing a positive environmental and social impact- What does it mean to be an "accredited investor?"- The client profile for who typically invests with the Legacy Group- Background on Legacy Group and The Green Coffee Company- What types of investment offerings does Legacy Group have for accredited investors?- What legal questions should you ask before committing capital to an alternative investment?- What tax benefits are available for investments such as these?- The value of excellent communication with investorsWhere you can find Josh:Website - https://legacy-group.co/LinkedIn - https://www.linkedin.com/in/josh-ziegelbaum-85a01270/Instagram - https://www.instagram.com/legacygroupinvestments/Green Coffee Company - https://gcc-coffee.com/Join Jason Muth and Attorney / Broker Rory Gill of NextHome Titletown and UrbanVillage Legal in Boston, Massachusetts for another episode of The Real Estate Law Podcast!#realestatepodcast #nexthome #humansoverhouses #realestate #realestatelaw #realestateinvesting #realestateinvestor #realestateagent #financialfreedom #alternativeinvestments #diversifyingyourportfolio #emergingmarkets #accreditedinvestorSupport the showFollow us!NextHome Titletown Real Estate on InstagramNextHome Titletown Real Estate on FacebookNextHome Titletown Real Estate on LinkedInAttorney Rory Gill on LinkedIn
Have you ever heard of alternative investments? It's a buzzword that most beginner investors rarely hear thrown around but you, yes you, may already be invested in some.In today's episode, I brought on a very special guest. Say hello to Josh Ziegelbaum, investor relations manager and real estate investor. In this episode, you'll learn the basics of alternative Investing and different ways to diversify your money.In This Interview We CoverBasics of analyzing an investmentNarrowing down international markets to invest inWhat is an ESG companyThe importance of helping the community in the areas you workAnd so much more!Links From The ShowConnect with JoshWebsite: https://legacy-group.co/Instagram: https://www.instagram.com/legacygroupinvestments/LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/Connect with Walk 2 Wealth: https://www.linktr.ee/walk2wealth/ More About Josh ZiegelbaumJosh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: walk2wealth.supercast.com 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers. 3. Donate what you can financially to help us continue to bring great content that inspires you, and people like you around the world!4. If you want access to EXCLUSIVE content, live interviews, Ask Me Anything calls, our wealth-building community and so much more...BECOME A SUBSCRIBER TODAY! 5. If you don't want a subscription BUT, you know someone who would find it valuable. GIFT A SUBSCRIPTION NOW and help them progress in their Walk 2 Wealth.
Josh Ziegelbaum is the Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives.Main Points:Alternative investments outside the U.S. Farmland as an alternative investment Why alternative investments are becoming more popular with investors The importance of producing a positive environmental and social impact The Green Coffee Company, a Legacy Group portfolio company and Top 1 producer of coffee in all of Colombia, and its additional portfolio investments Connect with Josh Ziegelbaum:josh.z@legacy-group.co+1 (609) 610-8288https://legacy-group.co/https://www.instagram.com/legacygroupinvestments/https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
There are numerous opportunities for a revolution in the coffee industry, said guests at Naturebacked's holiday-season coffee episode.We talked first with Josh Ziegelbaum from Miami-based private equity firm and asset manager Legacy Group, the key investor behind Green Coffee Company, the largest coffee producer in Colombia, which it built from the ground up starting in 2017.The Green Coffee Company is raising $100 million to expand its offering into roasting and distilling spirits from coffee waste.Learn more about:How to build a coffee unicorn in 10 yearsThe opportunity to use the coffee industry leftoversHow to change the industry's social, and environmental standardsInnovator's dilemma in an old industryLater, we talked with Miroslav Kovac from Coffee Cloud in Croatia. He has turned the startup, which was born as a hardware company, into a data analytics firm for the coffee industry to reduce waste and slack from the process.“It's not easy to go to the coffee virtually. In some countries, it's not always takeaway coffee. Coffee is a social situation. Let's say in the Balkans, where people are sitting and having coffee, it's some kind of state of mind to sit and join the coffee for one or two hours and talk about everything,” Kovac said. In the NatureBacked podcast of Single.Earth, we talk with our guests about their vision of the new green economy.Advertisers in this episode:Follow NatureBacked across platforms:Apple Podcasts | Spotify | Google PodcastsTwitter | Instagram
Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy group, Josh worked as vice president of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. he most recently managed a book of business owners in Miami Beach, Josh is originally from New Jersey where he studied economics at Rutgers University, and received Serise 7 license in 2017. he is known for his passion for building deep relationships with his clients and for consistently acting in their best interests. 1:40 - Working, playing, and visiting in Florida 2:40 - Josh's work in Colombia with Legacy Group 4:45 - Josh's WHY 7:40 - Commodities 8:30 - Environmental impact 11:45 - Acquiring land 14:30 - Adding value to the land 15:30 - Improving the lives of the workers 17:30 - What does investing in Green Coffee Company get you? 21:15 - Benefits of investing 22:15 - Growth investment 25:10 - How it's different 27:30 - Connecting with Josh and Legacy Group Social Handles: https://www.instagram.com/legacygroupinvestments/ https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ Website: https://legacy-group.co/
Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy group, Josh worked as vice president of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. he most recently managed a book of business owners in Miami Beach, Josh is originally from New Jersey where he studied economics at Rutgers University, and received Serise 7 license in 2017. he is known for his passion for building deep relationships with his clients and for consistently acting in their best interests. 1:40 - Working, playing, and visiting in Florida 2:40 - Josh's work in Colombia with Legacy Group 4:45 - Josh's WHY 7:40 - Commodities 8:30 - Environmental impact 11:45 - Acquiring land 14:30 - Adding value to the land 15:30 - Improving the lives of the workers 17:30 - What does investing in Green Coffee Company get you? 21:15 - Benefits of investing 22:15 - Growth investment 25:10 - How it's different 27:30 - Connecting with Josh and Legacy Group Social Handles: https://www.instagram.com/legacygroupinvestments/ https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ Website: https://legacy-group.co/
Impact investing is an investment that produces a high social and environmental impact that lifts communities where the business is located and provides value to stakeholders. Value provision happens when an investment provides fair and formal employment in a fragmented, inherently informal market. One example of impact investing is the Green Coffee company, the number one largest coffee producer in Columbia was initially thought of as alternative cash-flowing real estate that involves acquiring land holdings that produce cash flow through agriculture and spit off cash flow to investors, Josh and the Legacy Group started to think bigger and emphasized on the magnitude of the impact of an investment. It is now the number one largest coffee producer in Colombia. Their goal is to make it the largest Arabic producer globally in the next few years. Outline of the episode: [00:01] Intro [00:51] What is an alternative investment, and why is it becoming more popular? [03:18] Green Coffee Company [05:34] What does the investor side look like? [07:38] Hockey stick return profile [10:27] Impact Investing and its importance [12:29] What is the role of the Director of Investor Relations? [13:29] His advice for attracting new investors or retaining current once [16:18] How does the investor relations teamwork? [18:42] Fire round Resources: ● Website ● LinkedIn Connect with The Cashflow Project! ● Website ● LinkedIn ● Youtube ● Facebook ● Instagram ● Hawaii Millionaires Mindset Blueprint: July 21 - 24, 2022 Four Seasons Ko'olina
More on YouTube? Check the video version on YoutubeWho is the Guest?Josh Ziegelbaum is the Director of Investor Relations at Legacy Group. Josh is responsible for managing investor communications, onboarding, and individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.Visit Him at: Website: https://legacy-group.co/Linkedin:https://www.linkedin.com/in/josh-ziegelbaum-85a01270/Instagram: https://www.instagram.com/legacygroupinvestments/Start taking action right NOW!Goal-setting the right way! Hesitant to make the first step towards real estate investing? Axel learned the hard way- but you DON'T have to start that way. Feel free to talk to him :)Connect with us through social! We'd love to build a community of like-minded people like YOU!
Global Investors: Foreign Investing In US Real Estate with Charles Carillo
Josh Ziegelbaum is director of Investor Relations at Legacy Group; a company that focuses on investment opportunities in developing markets; mainly Latin America. These opportunities include; coffee farms, hospitality and real estate development projects. Learn More About Josh Here: The Legacy Group - https://legacy-group.co/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 15 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/
With about two billion cups consumed daily, coffee is one of the most popular drinks worldwide. In this episode of The Agent of Wealth Podcast, Marc Bautis is joined by Josh Ziegelbaum, the Director of Investor Relations at Legacy Group, an alternative asset manager that includes The Green Coffee Company (GCC). Since being founded in 2017, The Green Coffee Company has become a disruptive force in the Colombian coffee industry and is now the largest coffee producer in Colombia. Together, they discuss the intricacies of investing in coffee through Legacy Group's GCC.In this episode, you will learn:Compelling reasons for US investors to expand into emerging markets.The Green Coffee Company's innovative business model, which allows complete control of the coffee supply chain, from cultivation, through processing, to direct trade with end-clients. How US market challenges such as inflation and labor shortages have (or haven't) affected the Colombian coffee industry.How you, as an investor, can be a part of The Green Coffee Company's growth.Why The Green Coffee Company is considered an impact investment.And more!Resources:Episode Transcript & Blog | Legacy-group.co | investor.relations@legacy-group.co | Legacy Group's YouTube Channel | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
Every venture starts with a capital. However, the path to raising money can be quite challenging, especially with all the misconceptions surrounding it. In this episode, Chris Seveney invites Josh Ziegelbaum to shed light on this topic, righting the beliefs that often keep people from successfully raising the capital they need. Josh is the Director of Investor Relations at Legacy Group, a private equity asset manager that invests in agriculture in Latin America through their portfolio company, Green Coffee Company. Along with answering the most frequently asked questions on capital, he takes us into their work investing in coffee. He shares how the company evolved from being a hedge against inflation to what it is today, the number one largest coffee producer in Colombia. So follow along to this interesting conversation as Josh takes us through the ropes of raising capital and revolutionizing an industry.Love the show? Subscribe, rate, review, and share! https://7einvestments.com/podcast/
The Investor Relations Real Estate Podcast Episode 148: The Market That We're In Is The Place To BeHost: Jonny Cattani Guest: Josh ZiegelbaumProducer: April MunsonJonny Cattani is joined by Josh Ziegelbaum to discuss: Colombian CoffeeEmerging marketsJosh is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.Linked material referenced during the show: Book: The Compound Effect - Darren Hardyhttps://www.amazon.com/Compound-Effect-Jumpstart-Income-Success/dp/9390924634/ref=sr_1_1?crid=1LLDFSJW4VAH2&keywords=the+compound+effect&qid=1666762075&qu=eyJxc2MiOiIxLjc5IiwicXNhIjoiMS4zMCIsInFzcCI6IjEuNDMifQ%3D%3D&sprefix=the+compound+effec%2Caps%2C120&sr=8-1Connect with Josh!Email: investor.relations@legacy-group.coLinkedIn: linkedin.com/in/josh-ziegelbaum-85a01270Website: https://legacy-group.co/Instagram: https://www.instagram.com/legacygroupinvestments/Connect with Jonny!Cattani Capital Group: https://cattanicapitalgroup.com/Invest with us: invest@cattanicapitalgroup.comLinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/Jonny's Instagram: https://www.instagram.com/jonnycattani/IRR Podcast Instagram: https://www.instagram.com/theirrpodcast/TikTok:https://www.tiktok.com/@jonnycattani?lang=enYouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0AFacebook: https://www.facebook.com/jonathan.cattani.1
Green Coffee Company (GCC) has become Colombia's #1 largest coffee producer, with 7.2M coffee trees planted on 6,372 acres. In this episode, Adam Torres and Josh Ziegelbaum, Director of Investors Relations at Legacy Group, explore the current growth and future plans for Green Coffee Company. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/
Green Coffee Company (GCC) has become Colombia's #1 largest coffee producer, with 7.2M coffee trees planted on 6,372 acres. In this episode, Adam Torres and Josh Ziegelbaum, Director of Investors Relations at Legacy Group, explore the current growth and future plans for Green Coffee Company. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.Apply to be interviewed by Adam on our podcast:https://missionmatters.lpages.co/podcastguest/Visit our website:https://missionmatters.com/
Are you on the lookout for an alternative asset with a high return guarantee? Join Sterling Chapman with Josh Ziegelbaum talk about this another kind of investment. Josh shares how he stumbled upon this opportunity and why this is a good source of income. This episode is a nugget of information unique from the common investments that we know of. Make sure to tune in and enjoy! Outline of the episode: The alternative asset Risks/mitigation of investing overseas Josh and his other investments aside from the mentioned alternative asset Political state of Columbia Exciting new things on the way for Josh and Legacy Group ~ About Josh Ziegelbaum Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. You can find Josh Ziegelbaum on… Website LinkedIn Connect with your host Sterling Chapman on: Website Podcast | The Rent Roll Radio Show Facebook YouTube Twitter TikTok
This week we're talking with investment expert Josh Ziegelbaum. Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Quote: Most of our investors are heavily invested domestically and with everything going on globally investors are looking for other markets to diversify. Highlights: 06:20: Josh discusses opening up investment opportunities in Latin America for US-based investors 09:25: Common objections investors may have when putting assets in a foreign country 13:40: Unique risks associated with investing in agricultural assets such as coffee production 16:25: The social and environmental impact of Green Coffee Company Guest Website: https://legacy-group.co/ Recommended Resources: Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2
LifeBlood: We talked about alternative investing, why people look beyond the stock market for opportunities, the value of un-correlated investing, and how to get started, with Josh Ziegelbaum, Director of Investor Relations with Legacy Group, an alternative asset manager focused on profitable investment opportunities in Latin America. Listen to learn why you it's important to set big goals! You can learn more about Josh at Legacy-Group.co, Instagram and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live. Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee https://www.buymeacoffee.com/lifeblood
Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations.Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.We chat about:Alternative investments outside the U.S.Farmland as an alternative investmentWhy alternative investments are becoming more popular with investorsThe importance of producing a positive environmental and social impactThe Green Coffee Company, a Legacy Group portfolio company and Top 3 producer of coffee in all of Colombia, and its additional portfolio investmentsConnect with Josh at https://legacy-group.co/LIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE SHOW!Self Managing Your Rental Properties? Get 6 months of RentRedi for $1! Click this link!Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermindGet $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo
Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. We chat about: Alternative investments outside the U.S. Farmland as an alternative investment Why alternative investments are becoming more popular with investors The importance of producing a positive environmental and social impact The Green Coffee Company, a Legacy Group portfolio company and Top 3 producer of coffee in all of Colombia, and its additional portfolio investments Connect with Josh at https://legacy-group.co/ (https://legacy-group.co/) LIKE • SHARE • JOIN • REVIEW http://reimastermind.net/ (Website) https://reimastermindnetwork.locals.com/ (Join the REI Mastermind Network on Locals!) https://podcasts.apple.com/us/podcast/rei-mastermind-network-real-estate-investing-strategies/id1227366661 (Apple Podcasts) https://podcasts.google.com/feed/aHR0cDovL3JlaXJvb2tpZXMubGlic3luLmNvbS9yc3M (Google Podcasts) https://www.youtube.com/channel/UC_6OpKSfSGvgGDG1qtBQw9Q (YouTube) https://open.spotify.com/show/4P66jm0Q4PMl7OoZzHMUUZ (Spotify) https://www.stitcher.com/show/rei-rookies (Stitcher) https://www.deezer.com/us/show/2148782 (Deezer) https://www.facebook.com/REIMastermindNet (Facebook) https://twitter.com/rei_mastermind (Twitter) https://www.instagram.com/reimastermindnet/ (Instagram) SUPPORT THE SHOW! Self Managing Your Rental Properties? https://app.rentredi.com/signUp/JCH191 (Get 6 months of RentRedi for $1! Click this link!) https://www.patreon.com/reimastermind (Get Exclusive Content on Patreon! • https://www.patreon.com/reimastermind) https://bit.ly/reiappsumo (Get $10 and Reduce Your Business Costs by Shopping at AppSumo • https://bit.ly/reiappsumo) https://drop.com/?referer=3DC729 (Get $10 Towards Your First Purchase at Drop • https://drop.com/?referer=3DC729) "You can invest 10,000 hours and become an expert or learn from those who have already made that investment." - Jack
Making Positive Social and Environmental Impacts with Alternative Investments – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 048 Joshua Ziegelbaum Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University, and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Listen to this informative Private Equity Profits episode with Josh Ziegelbaum about making positive social and environmental impacts with alternative investments. Here are some of the beneficial topics covered on this week's show: Diversifying your investments among different marketplaces and assets Less transparency within the alternative investment space Instability at home and looking abroad for investments Making positive social and environmental impact as part of your investments Accommodating a client's need to fully understand their investments Connect with Josh: Website: http://www.legacy-group.co/ Email: Investor.relations@legacy-group.co Connect with Seth: Email seth@marketdominationllc.com Connect with Cliff: Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com Learn more about your ad choices. Visit megaphone.fm/adchoices
High Net Worth investors are increasingly turning to emerging markets to find investment opportunities at attractive valuations, and which have the potential for higher returns than traditional investments. Josh Ziegelbaum, Director of Investor Relations at Legacy Group, joins the show today to discuss why emerging markets continue to present an appealing opportunity for investors. Show notes: https://altsdb.com/2022/05/emerging-market-investment-strategies-with-josh-ziegelbaum/
Josh Ziegelbaum currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale, Florida. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. The dynamic work experience Josh has gained throughout his career gives him a unique perspective on both sales and operations. Prior to joining Legacy Group, Josh worked as Vice President of Business Development for Lifeafar Capital, a boutique private equity and asset management firm where he led his team's capital-raising efforts. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Today, Josh shares about investing in ag land outside of the US and specifically in Colombia with a coffee company. Episode Links: https://legacy-group.co/ --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals. Michael: What's going on everyone? Welcome to another episode of the Remote Real Estate Investor. Today with me I have Josh Ziegelbaum, the director of Investor Relations at the legacy group and Josh is going to be talking to us today about investments in ag land outside of the US and specifically in Colombia with a coffee company. So let's get into it. Before we jump in today's episode, I just want to speak really briefly about Roofstock Academy which is Rootstocks one stop shop for Investor Education, independent of where you are in your investing journey, whether you're just getting started or already have a sizable portfolio, we have something for you. Over 50 hours of on demand lecture access to private slack forums, one on one coaching as well as mastermind groups, depending on which program you end up enrolling in. We definitely want encourage you to come check us out. I look forward to seeing you there. Happy investing. Josh, what's going on, man. Welcome to the Remote Real Estate Investor. Thanks for hanging out with me. Josh: Hey, Michael, I'm happy to be here. Michael: Awesome, so before we hit record here, we were chatting a little bit about your background. But for those people who weren't privy to that conversation, give us a quick and dirty who you are, where do you come from and what is it that you do in real estate today? Josh: Sure, happy to dive into that. So my name is Josh Ziegelbaum. I'm the director of Investor Relations for legacy group. We're an alternative asset manager focused on real assets in Latin America, our niche in the real estate space will be agriculture. Our portfolio company Green Coffee Company is the second largest coffee producer in Colombia. Today, we have the business on track to be the largest this year. So that's the niche in which we're in. It's certainly different than the typical space that most guys invest in. But we love the alternative investment space. I've been working in this industry for the last few years, but in financial services for more than the last decade. Prior to doing this, I was a private banker with Wells Fargo, in New Jersey, and then in Miami Beach and I currently sit in Fort Lauderdale and support our teams capital raising efforts and investor relations across our portfolio companies. Michael: Right on, so taking a step back, I mean, you mentioned is an alternative asset company or company focused on alternative asset, what's an alternative asset for someone that might not be familiar? Josh: Sure, it's anything that falls out of your scope of traditional investments. So traditional assets would be stocks, bonds, cash and equivalents. So typical investor portfolio, you may have heard the 60-40 approach that 60% bonds, or sorry, 60% stocks, 40% bonds, depends on the age, of course and those are what's traditional. So a financial advisor in the traditional space will say, all right, based on your age, and risk tolerance, you should have X amount stock in your portfolio, X amount of bonds and this much cash alternatives would be things like gold, real estate, cryptocurrencies, private equity, anything that falls out of the scope of traditional asset classes, and they're a great, I'm not saying anything bad about traditional investments, but alternatives are a great way to diversify portfolios and most of our investors, you know, they have stocks and bonds and cash in their portfolio, and we're looking to complement that. Michael: So Josh, why is it important, in your opinion, taking, you know, putting on your kind of financial hat for a minute, just from a personal standpoint, why is it important to have alternative assets? I mean, Why can't someone just go into the stock and bond and cash world? What attracted you? Josh: Yeah, I mean, coming from that industry of traditional investments, portfolio management, kind of selling ETFs, mutual funds, individual securities, that everything's somewhat cut and dry and there's similar offerings across the board at all banks, right and, I mean, you could, you know, no matter what you do in your portfolio, if you have all stocks, months, like April, everything's going down, right. So I mean, stocks perform well, in the long term, but it's important to have parts of your portfolio that are entirely uncorrelated, and that could weather a recession and that can weather inflation, right. So if you look at the inflation rate today, I mean, we're clocking over 8% a year right now. So even the historical return of a stock portfolio, it's, it's basically at or below inflation, you can go in yeah, you want to add assets to your portfolio that are uncorrelated and that can also you know, beat that. So I was attracted to the industry by the high returns, the interesting offerings, you know, early stage investing is sexy. It's something cool and suddenly you can't get in a bank. So, you know, I was I was attracted by the projects and social and environmental impact of the projects and really, you know, bringing something unique and interesting to a client base that they otherwise wouldn't have access to. Michael: Right on, and let's talk about you mentioned, uncorrelated for someone that might not be familiar with what correlation is, or how to be thinking about that, in terms of portfolio theory, making give us a quick rundown of how people should be thinking about that and really what correlation means. Josh: Correlation essentially means that assets move in tandem with one another. So there's certain assets called risk assets, stocks that usually move in tandem. So when there's, you've heard, everyone's probably heard of the S&P 500, or the Dow Jones Industrial Average. So this tracks the movements of a basket of securities. However, if you actually look granularly, at each one of the securities that makes up the Dow Jones or the S&P and you look at it during a trading day, they somewhat move together. So I mean, while we're recording this markets recovering post lunch, and looking, if you look at the stocks that make up an index, almost all of them are recovering at the same time. So that's correlation, so you want to have assets that move in opposite directions, and that aren't all tied to one another. Another term for this in the industry would be beta. So a beta of one means that if the S&P goes up 1%, the underlying security in reference also goes up 1%. So a younger growth investor looks for high beta names. But at the same time, when the market goes down, all the high beta names go down at the same time. So look at taking a step back, and kind of looking at a typical portfolio of stocks and bonds, people are now starting to add other assets there. So maybe that's real estate that they own personally, real estate that they own in a syndicated manner, whether that be apartment buildings, or something similar to that. cryptocurrency is one, I mean, we're hearing from a lot of professionals, two to 5% of your portfolio should be in crypto assets. So that's one that wasn't really taught when I when I was studying finance, but that's emerged, right. So we're seeing this emergence of alternative investments, and it's becoming more widely accepted that they should be a part of an investor's portfolio in order to mitigate risk. hedge against inflation and increased upside potential. Michael: Okay, right on. So and that's kind of where the legacy group comes in. That's an offering that you all have for investors and specifically, you said, in Latin America, ag land is that the main focus in Colombia, of course. Josh: That is right now. So we're an asset manager, we're focusing on early stage investment opportunities in operating businesses. So the Green Coffee Company, our flagship portfolio company, is an operating business in the agricultural space. So we founded the company about five years ago, we've gone through several funding rounds brought in over $25 million of equity capital primarily from the US and we're deploying that and buying up real assets farmland in Sagar Colombia, it's two to three hours outside of managing and we're consolidating infrastructure and building a world class operation. It's collateralized like it like a real estate play, but our investors get the upside of an operating business, our goal is to continue to acquire farmland and grow and establish ourselves to be in a position to exit through a sale or an IPO. For our investor base. Michael: What a cool kind of approach. Josh: Yeah, it's a bit of a hybrid. So it's like different than, you know, a traditional agricultural investment where, well, it's kind of hard to describe a traditional because it's hard to access. But if you bought a plot of land, you have access to the, you know, the cash flow that's produced on that particular plot of land. In our model, we, our investors own a slice of a large, very large plot of land, you know, over 5000 acres right now is what we control and but they have higher upside than just the cash flow. So we're building out mechanisms in which we can use coffee byproduct to create possibly a liquor or southern other alternative. We're building out processing facilities, roasting channels are on the horizon. So investors not only own the land of the underlying business, but they have the left side of the operations and we think that markets will reward this type of business in the years to come for the reasons I mentioned, and also because of the impact, you know, we're doing a lot of things to lift up the community in which we operate. something really special, and I can attest to the fact that it's something really unique that I haven't seen in any other offering. Michael: Interesting, so there's some wisdom out there that says don't invest in anything you don't understand, or you can't explain and so if someone doesn't have a clue about the club, be in coffee market or ag land in general, how should they get educated before making an investment like this? Josh: Yeah, so I would encourage you to follow us on social subscribe to our newsletter, it takes time to get comfortable with the asset manager that you're working with and we put out regular content that educates you on the coffee industry shows us videos and footage from the farms. In terms of our management team. You know, we have world class operators on the ground in Colombia. We've hired a 25 year veteran of the Colombian agriculture industry, Boris Molnar, to head up the Green Coffee Company has it CEO, we have our chief agronomist, as the former agronomist for Starbucks in Colombia, we have a really strong team and within our investment materials, there's more details on the management team and more of an explanation of the process and, and in the model. So in order to get comfortable, I would subscribe to us request our offering docs hop on a call with me happy to address questions individually, but definitely it takes a bit of time, of course. Michael: Okay, cool and you were talking about the return profile, potentially out beating are outpacing inflation and having a really attractive return compared to your traditional investments. What are you seeing in terms of returns to your investors over the last couple of years with Green Coffee Company? Josh: Sure, we're about to launch our Series C funding round, we're expecting to launch that and in July, and our expectation is to do that, at $1,000 a share up from 700 a share in our series B round and we're currently forecasting 8x net returns for our investors or in terms of an IRR or internal rate of return 53% annualized through a 2026 exit. The value that we've delivered to date is up rounds for all of our earlier investors. The seed round was at $500 a share and most recently, our B was at 700. So we've delivered significant value for our investors through capital appreciation. But from here, there's even more upside, like I said at the current are what we're expecting to be the next funding round. We're forecasting 8x net returns way higher than the inflation rate in the US and forecasting right now. Michael: That's awesome and so should investors expect a cash flow dividend or payment on any kind of regular frequency or not until the exit of the company are they IPO? Josh: Yeah, that's a great question, Michael. So we are modeling in dividends and cashflow on an annual basis. In our investor presentation it's forecasted to begin in 2023 for the 2022 operating year, and to continuously pay dividends each year of throughout operations until we exit. It's mostly a growth investment. So the bulk of the return is going to be realized when we sell the business or we IPO. But there's definitely a cashflow component that that we're modeling in here. Michael: Interesting, so in a syndication play, a lot of syndicators will give investors the opportunity at the exit to 1031 their money, keep their money with the operator, we're gonna go invest it into a new property, you're not going to pay any capital gains tax. How does it work with this because it's really a business more so than a real estate asset in the US specifically, because it's international, so how does that all work? Josh: That's a great question, Michael. So we've structured the investment to be in the US. So our investors are receiving common equity in Green Coffee Company holdings and it's a US based investment for all intents and purposes, the assets are primarily in Colombia, but the structure of the business is here in the States. Now, once we exit, whether that if it's through an IPO, we would classify that as a liquidity event, investors would be able to sell their shares without a lockup period. But you're not forced to sell in the event of an IPO. Similar, like if someone comparatively if we're exiting a commercial real estate deal, you have to take your money out and like if they're selling or the refinancing, they're gonna give you your money out. But if we go public, there's optionality there, you could sell a portion you could sell all you could sell none, it's actually the investor could not realize any capital gains if they wanted to. Now, there's no ability to 1031 stocks, right. So even though there's underlying real estate, and it's a US based investment, there's no ability to do a 1031 exchange with this type of product. However, investors can invest in a tax deferred manner. We have people who invest in retirement accounts, traditional IRAs or Roth IRAs, so that they could essentially accomplish what you're saying, but within a retirement account, that's a way in which people could do it. I didn't mention this, but it's a it's open for accredited investors only. So it's a 506 C offering minimum investments 100,000 so most of our investors are high net worth or ultra are high net worth and it's a means in which to complement their current portfolio, but um, no ability on the 1031. But there's there are other tax advantages through an IRA that can be achieved. Michael: Okay, interesting. Have you ever looked into qualified opportunity zones? Josh: We have, so I have experience in that through another portfolio company of ours, we were developing opportunity's own projects in in Puerto Rico, which is a US territory. Now, the business as it relates to coffee, the coffee business, it's in the US, but the assets, the farmland, it's all in Colombia. So there's no the opportunity's own legislation is specific to the US and its territories. So that we unfortunately, we don't have ability to use utilize the opportunity's own legislation for this project. Michael: But I'm wondering about actually going the other way with it. So if it's considered a stock and someone sells shares of their stock and has a capital gain, if they invest those gains into a fund, I think that there might be opportunity there as well. Josh: That's right on the back end, if an investor I mean, assuming that the opportunity zone legislation remains intact, at the exit, right. When an investor gets a distribution, they could, like you said, theoretically identify and opportunities on investment to roll their capital gain into to relieve to alleviate some of the tax burden. Michael: Yeah, but definitely talk to a tax professional before doing any of this stuff, because we're not tax advisers. It's really interesting. So I'm curious, Josh, I think a lot of investors, especially in the states understand some of the risks and the downside associated with real estate investing, specifically with regard to single family homes. That's why they have insurance, that sort of thing. What kind of risks and downsides are you seeing as potentials that people should be aware of in the coffee industry down in Colombia? Josh: Yeah, I think the main one is weather. So you know, in agriculture, whether it's Columbia us, I mean, weather is something that needs to be mitigated. It's just the main risk when it comes to agriculture. Last year, the harvest in Colombia, it was lighter than expected across the board. There was also some adverse weather patterns in Brazil and other parts of the world. This pushed up coffee commodity prices dramatically, however, it lowered production of the farmland, so a bit of a double edged sword, we were able to benefit from the increase in prices. But there is some uncertainty as it relates to weather and we have to mitigate it. We use methods in which to monitor soil weather patterns and we have some world class technology on the farms in order to monitor and mitigate on the weather side and be proactive. But I would say that's a risk that investors need to be aware of, in the end. Michael: It was great to know and you mentioned social and environmental impacts. Can you talk to that a little bit? Josh: Sure, on the social side, it's my favorite one. So we're the largest start there. We're the largest employer in Sagar. It's a town in which we operate. We have great relationship with the mayor and the local officials there. We recently inaugurated a processing facility at the end of last year, we had the America mount the chief of police, the head of the Council of American enterprises doing business in the country and what we're doing in the community is something really special, we're providing fair and equal employment with above average wages, paid time off, fringe and benefits in an industry that does not have benefits, and that pays its employees with cash. So we're taking an industry that's done in this informal manner, and we're formalizing it and we're more really lifting up the community and you could see it when you're there. There's so much passion behind the work that's done by the employees. It's something it's really special to me, and we're employing several 100 people and growing and, yeah, we have an entire presentation on social and environmental impact. On the environmental side of some things that we're doing, we're planting the coffee with through a system called an Ella pod. It allows us to plant biodegradable pods for the new trees instead of coffee, but instead of plastic bags, so we're removing tons and tons of waste from the environment with our planting methods. On fertilizers, we're spraying the trees at the base. So we're reducing the amount of fertilizer that's used and we're also preventing harm to the surrounding area. We do reforestation and a lot of different things and we're working on a solar project. Now that's in the works. So a lot of things on the environmental side as well, I would say. Michael: Very, very cool. So Josh, this has been super fun, man. Where can people learn more about you and learn more about Green Coffee Company get in touch with folks at Legacy group? How, you know, how should they go about doing that? Josh: Yeah, definitely go to our website. That's legacy/group.co. Maybe we could put a link to that in the show notes, then our email address investor.relations@legacy/group.co and you can find us on social media through LinkedIn, Instagram, but definitely check out our website, subscribe to our newsletter. I think that's the best way to get in touch with us and always happy to connect for a call or through email as well. Michael: Perfect, Josh, thank you so much. I really appreciate it and can't wait to stay in touch. see where this goes. Josh: Thanks, Michael. Appreciate your time as well. Michael: Hey, you got it, take care. So that was episode everyone a big thank you to Josh for coming on super interesting business model with that hybrid approach of kind of stock company private equity as well as the real estate side of things. So definitely go give their company website at checkout. As always, if you liked the episode, please feel free to leave us a rating or review wherever you get your podcasts these are really, really, really helpful for us, and we look forward to seeing our next one. Happy investing…
Josh currently serves as Director of Investor Relations at Legacy Group and is based in Fort Lauderdale Florida. He is responsible for managing investor communications, on boarding, individual and commercial clients, as well as overall support of various company initiatives. Prior to joining legacy group Josh worked as vice president of business development for life afar capital boutique private equity and asset management firm where he led his team's capital raising efforts and before that he was a private banker for Wells Fargo with a focus on complex credit needs and investment in public securities. Before that, he was a Private Banker for Wells Fargo with a focus on complex credit needs and investments in public securities. During his time at Wells Fargo, Josh climbed through the ranks and received multiple internal recognitions and awards for his efforts. He most recently managed a book of business for high-net worth individuals and business owners in Miami Beach. Josh is originally from New Jersey where he studied economics at Rutgers University. In this video we discussed: What does legacy group do and can you tell me more about your team Alternative investments outside the US Why alternative investments are becoming more popular with investors How To Connect with Josh: https://legacy-group.co/ investors.relation@legacy-group.co https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
It's refreshing to see how more organizations are set on generating wealth to give back to society. One of these companies with a mission to fulfill a greater purpose is the Legacy Group. Directed by one of its leaders, Josh Ziegelbaum, the Legacy Group generates value by catering to clients who invest in projects that produce favorable returns and have a positive social and environmental impact on all relevant stakeholders. Josh joins Jim Pfeifer and Left Field Investors to share his goal of targeting profitable investment opportunities for the benefit of everyone in society. Listen in as Josh explains how he and his team leverage the power of capitalism and business creation to serve others as a force for the greater good.To see the full show notes and transcript, click here.Our sponsor, Tribevest provides the easiest way to form, fund, and manage your Investor Tribe with people you know, like, and trust. Tribevest is the Investor Tribe management platform of choice for Jim Pfeifer and the Left Field Investors' Community.Tribevest is a strategic partner and sponsor of Passive Investing from Left Field.
Summary: If you're passionate about coffee and investing, then you'll definitely want to tune in to this episode. I chat with Josh Ziegelbaum from Legacy Group, an organization that looks at investing in worthy companies to generate profits. Josh is currently focused on the coffee sector, and is partnered with Green Coffee Company in Columbia. He is implementing innovative technology to improve their practices and provide more opportunities to workers, and their coffee ranks very high in the industry. Listen in for more information about what he's doing, and what it's like to invest in a venture like this. Highlights: -Head of IR at Legacy Group -Looks at investing in worthy companies to generate profits; he is currently focused on Columbia, particularly in the coffee sector with Green Coffee Company -Coffee processes differ in various parts of the world, and in Columbia, the coffee beans are hand-picked -They use older farming practices and don't provide formal employment to those working on the farm -Ziegelbaum's company is using innovative technology to improve their practices -They're giving them an outlet to sell their coffee at fair prices -Their coffee is rated in the 80s, which presents great opportunity for investors -Limited partners get direct investment opportunities Useful Links: Financial Survival Network Legacy Group
Josh is based in Fort Lauderdale where he is part of the investor relations team for legacy-group.co. The company has invested heavily in Columbia where they are currently the #2 producer of specialty coffee in the nation with over 5,000 acres of coffee plantation under management. To connect with Josh, visit their website at legacy-group.co or email directly at investor.relations@legacy-group.co ----------------- Host: Victor Menasce email: podcast@victorjm.com
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