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26 episodes with private wealth
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8 episodes with private wealth
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6 episodes with private wealth
6 episodes with private wealth
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Jake Braund (Portfolio Manager, Wealth Management & Institutional Services at Associated Bank) joins Steve Grzanich in today's Associated Bank Thought Leader conversation to discuss Jake’s upcoming webinar, “Private Wealth & Investment Outlook Webinar: How to manage risk and capitalize on opportunities in a time of change,” and the overall outlook on the economy and stock markets.
We chat with Dave Simons, partner and managing director at One Private Wealth, as we always do on Tuesday to get his thoughts on recent financial news including housing markets, general stock market performance and keeping politics out of financial decisions.
Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management. In this second episode in the Tax Time 2025 series, you'll learn about the key points of wealth transfer and what you need to know about succession planning, including: Current trends Regulatory aspects Tax considerations for private groups Capital gains tax (GGT) in relation to succession planning Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements. Listen now. Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office For information related to this episode, head to the ATO website for information on succession planning Additionally, you can listen to other episodes in this Tax Time 2025 series. And you can find CPA Australia's tax resources on the website. CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting: With Interest INTHEBLACK INTHEBLACK Out Loud Excel Tips Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform with over $165 billion in assets under management. Bob has spent three decades in the wealth management industry, including stints at Charles Schwab, LPL, and Fidelity before joining Hightower in 2019. During the last six years, he oversaw fifty acquisitions of RIAs that he integrated under Hightower's Well-th Rebalanced culture. Our conversation shares a perspective on how RIAs function and allocate capital at scale. We cover the evolution of private wealth from product sales to holistic planning, the founding and transformation of Hightower, and Bob's approach to building a scalable, advisor-focused platform. We discuss Hightower's acquisition strategy and process, advisor retention, and private equity ownership, and then turn to its investment approach that blends centralized oversight with advisor flexibility. We close with Bob's decision to step down as CEO in an exciting time for the business and some leadership lessons he's picked up along the way. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
V novém díle Aktualit Moudrého investora se Pavel Černík a Dominik Krampla zaměřují na rozdíly mezi veřejnými a soukromými kapitálovými trhy. Vysvětlují, proč v Sušánka & partneři kombinujeme oba světy a jak se tato synergie odráží na stabilitě a výkonnosti investičního portfolia. Věnují se i pohledu zahraničních privátních bank na hodnocení aktiv a nastavení LTV. Ukazují konkrétní výhody i rizika soukromých trhů, včetně toho, jak u nich funguje diverzifikace, práce s vintage years a řízení likvidity. Druhá část videa přináší modelový příklad spolupráce s novým klientem – od úvodní schůzky, přes sběr dat, až po tvorbu detailní investiční strategie. Vysvětlujeme, jak u klientů kombinujeme veřejné trhy, private equity a lombardní úvěr, a jak struktura portfolia reflektuje dlouhodobé cíle a míru rizika. V závěrečné části se zaměřujeme na pokročilé rozvržení majetku mezi fyzickou a právnickou osobou a ukazujeme, jak lze optimalizovat správu kapitálu i z daňového hlediska.
David Breach is the President and Chief Operating Officer of Vista Equity Partners, a leading specialist in enterprise software investing with over $100 billion in assets. David joined Vista a decade ago when it managed $13 billion and has been instrumental in helping manage its rapid growth. Robert Smith, Vista's founder, was a past guest on the show, and that conversation is replayed in the feed. Our conversation centers on Vista's strategic expansion into the private wealth channel. David shares the firm's rationale for moving beyond its institutional roots, the lessons learned from other industry leaders, and the operational buildout required to serve private wealth investors. We discuss Vista's approach to product design and the pitch to offer differentiated exposure. David also addresses the challenges of balancing the needs of institutional and private wealth investors and maintaining discipline as more capital flows into alternatives. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
In this episode of the SMSF Experts Podcast, Shelley breaks down the often-overlooked issue of underpaying a pension in self-managed super funds. While it may seem minor, failing to meet pension payment requirements can lead to serious compliance and financial consequences.To help unpack this complex topic, Shelley is joined by Peter Crump, Senior Consultant in Private Wealth at BDO Adelaide. With over 35 years of experience advising the SMSF sector and high-net-worth clients, Peter brings deep insight into the evolving regulatory landscape and the significant changes recently introduced around pension underpayments.Together, they explore the rules that govern pensions, why even small errors matter, and what trustees need to do to stay compliant in light of the new rules. [03:45] – What is a Pension in an SMSF?[06:00] – Minimum Pension Standards & Why They Matter[08:00] – Consequences of Underpayment[10:30] – Taxable vs Tax-Free Components[12:00] – Are Payments Still Valid if You Miss the Minimum?[13:45] – Why Underpayments Happen[15:15] – Direct Debits & Best Practices[17:00] – ATO Relief: The 1/12 Rule[20:00] – ATO Discretion & Trustee Mistakes[23:00] – Upcoming Rule Changes in 2025[26:30] – Timing & Repercussions of the New Rules[30:00] – Backdating & Legal Risks[32:00] – Auto-Correction Clauses: Useful or Risky?[35:00] – Administrative Challenges for Accountants[38:30] – Software, Tagging & Reporting[40:00] – ATO's Motivation for the Change Follow Shelley: LinkedinFor more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
Kipp deVeer is the Co-President of Ares Management, a leading global public alternative investment firm that manages $500 billion across credit, private equity, real assets, and infrastructure. Kipp came on the show last year to share the Ares story, and that conversation is replayed in the feed. Our conversation covers Ares' credit-centric approach to serving the wealth channel. We discuss Ares' dedicated focus and expansion in private wealth alongside a strategic acquisition five years ago, the resources and strategies Ares has developed since, the firm's approach to scaling distribution, servicing financial advisors, navigating procyclical capital flows in credit, and maintaining underwriting discipline amidst rapid growth. We discuss the challenges of building brand recognition in the channel and opportunities ahead in wealth for real assets and infrastructure investments, and in Europe and Asia. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
V novém díle série Aktuality Moudrého investora sdílí Jan Sušánka a Lukáš Krchňák zážitky a zkušenosti z posledních měsíců. Jan přibližuje exkluzivní pozvání do španělského vinařství od švýcarské privátní banky, přes kterou osobně investuje. Pozvání bylo určeno jen velmi úzké skupině významných investorů se spravovaným majetkem v desítkách milionů dolarů. Lukáš se podělí o své zkušenosti s příchodem několika nových klientů z řad VHNWI a UHNW investorů a rozebírá, jak probíhala komunikace i nastavení strategie s těmito náročnými klienty. Věnuje se i jednomu případu, kdy spolupráce nedopadla – a vysvětluje, co si z této zkušenosti firma odnesla. V další části představujeme přípravy expanze Sušánka & partneři na Slovensko, která oficiálně startuje 1. července 2025. Rozšiřujeme se nejen geograficky, ale i prostorově – otevíráme nové kanceláře v Olomouci pro klienty i náš tým. Na závěr se Lukáš ohlíží za svým profesním růstem a sdílí pohled na další směřování sebe i celé firmy.
V tomto díle Minutovek přinášíme skutečný příběh investora, který v mladém věku převzal odpovědnost za rodinnou firmu. Po úspěšném zdvojnásobení obratu během tří let se celá rodina rozhodla začít strategicky pracovat se svým kapitálem. První kroky vedly do světa nemovitostí – se smíšenými výsledky. Právě tyto zkušenosti přivedly rodinu k myšlence větší diverzifikace a vstupu na kapitálové trhy. V té chvíli začala hledat partnera, který by jim pomohl vytvořit dlouhodobou a promyšlenou strategii. Na základě doporučení se spojili s námi – Sušánka & partneři – a dnes společně spravujeme komplexní investiční řešení kombinující investice fyzické i právnické osoby.
In this episode of The Distribution, host Brandon Sedloff sits down with Ted Gooden, founder of Växa Partners and a seasoned advisor in private markets, to explore the state of strategic consolidation across investment management. With more than two decades of experience and over 100 transactions under his belt, Ted shares the playbook behind how private equity, credit, and real estate platforms have scaled—and what it takes for firms to compete today. They unpack the forces behind the rise of mega-managers, the consolidation play that shaped today's private markets landscape, and why mid-sized firms are now exploring mergers, partnerships, and non-control capital as tools for growth and survival. They also discuss: * The evolution from boutique managers to full-service private markets platforms * How public listings, insurance capital, and platform M&A changed the industry * What makes a manager “investable” and how to build enterprise value * Why strategic alignment, fund structure, and internal culture matter more than ever * The growing role of private wealth distribution and how RIAs are reshaping access * Tactical advice for GPs considering stake sales, mergers, or succession plans * How Vaxa Partners is helping clients navigate critical inflection points This episode is a masterclass in private markets strategy from one of the most trusted voices in the space—offering insight not just on where the industry has been, but where it's going. Links: Växa Partners - https://vaxa.partners/ Ted on LinkedIn - https://www.linkedin.com/in/tedgooden/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:02:20) - Ted's background and career (00:04:04) - Vaxa Partners (00:10:14) - What are you seeing in private markets in today's environment? (00:18:58) - Consolidation in the industry (00:29:14) - How firms can position themselves for a successful merger (00:44:12) - Distribution as a strategic lever for merging firms (00:49:22) - How does Private Wealth fit into the future of private markets
V tomto díle Minutovek se zaměřujeme na aktuální ziskovost firem v indexu S&P 500. Sledujeme, jak firmy i analytici reagují na vysokou míru nejistoty v ekonomickém prostředí a jak se mění jejich očekávání.Porovnáme současné výsledky s historickými obdobími a ukážeme, co to může znamenat pro další vývoj celého indexu.
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3 trillion private bank. The Private Bank's investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies. Our conversation describes J.P. Morgan's centralized approach to alternative investing for its clients. We cover KK's journey through J.P. Morgan and the evolution of alternatives within the firm. We discuss the allocation strategies for private equity, private credit, real assets, venture capital, and hedge funds, insights from J.P. Morgan's Family Office Report, and the importance of portfolio construction tailored to diverse client needs. KK also shares her thoughts on the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions across a global client base. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
V tomto díle Minutovek se ohlížíme za prvními 100 dny Donalda Trumpa v roli prezidenta Spojených států. Nabízíme objektivní pohled na jeho začátky v úřadu, včetně historického srovnání s předchozími prezidenty, a analyzujeme, jak jeho zvolení ovlivnilo kapitálové trhy. Zatímco počáteční euforii investorů doprovázel růst trhů a naděje na ekonomické oživení a snížení státního dluhu, s příchodem konkrétních kroků se začaly objevovat obavy a trhy začala ovládat nejistota. Tento vývoj ukazuje, jak zásadní roli v investičním prostředí hrají očekávání a emoce.
V tomto díle Minutovek sdílíme skutečný příběh jednoho z našich investorů. Po letech úspěšného působení na realitním trhu si uvědomil, že potřebuje vyváženější přístup k majetku a začal budovat druhý pilíř svého bohatství – dlouhodobé portfolio na kapitálových trzích. Zpočátku se pokoušel investovat samostatně, ale záhy pochopil, že pro dosažení stability, strategie a efektivity potřebuje profesionální vedení. Po seznámení s naším přístupem jsme společně navrhli osobní investiční strategii, která zahrnuje i aktivní práci s lombardním úvěrem. Tento příběh ukazuje, jak může správně nastavená spolupráce změnit způsob, jakým investoři uvažují o svém majetku a jeho dalším růstu.
V tomto díle Minutovek se podíváme na to, jak bezpečně a efektivně pracovat s lombardním úvěrem. Vysvětlíme, proč je zásadní mít dobře nastavenou investiční strategii, jakou roli hrají tři klíčové faktory – dlouhodobý výnos, stabilita portfolia a úroveň LTV. Zaměříme se na přístup různých privátních bank ke stanovení LTV, jaké typy aktiv akceptují jako zástavu, a kdy může dojít k margin callu. Dozvíte se, jak těmto rizikům předejít a jak správně využít lombard pro efektivní práci s kapitálem v rámci dlouhodobé investiční strategie.
V tomto díle našich Minutovek vás Jan Sušánka zve na výjimečné osobní setkání u oběda – bez zasedačky, bez týmu, jen vy dva. Zatímco se běžně s našimi klienty potkávají relationship manažeři, analytici a další experti z týmu Sušánka & partneři, tentokrát půjde o přímý rozhovor s Janem, který otevřeně sdílí svůj podnikatelský příběh, zkušenosti s private equity a směr, kterým firmu vede. Společně se zaměříte na vaše investiční cíle, postoj k riziku i očekávání od dlouhodobého investičního partnera. Pokud si lidsky i hodnotově sednete, může toto setkání být začátkem strategické spolupráce postavené na důvěře, zkušenosti a společné vizi.
Eric Mogelof is the head of Global Client Solutions at KKR, one of the world's leading alternative asset firms with roots in private equity dating back to 1976. KKR currently manages $640 billion in assets, across approximately $250 billion in credit, $200 billion in private equity, and $160 billion in real assets. The firm's objective in private wealth is to deliver the same strategies, performance, and quality of experience to individuals as it does institutions. Our conversation shares how a longstanding brand in private equity has adapted to serve the wealth channel in the last five years. We trace Eric's path to KKR after a long run leading private wealth at PIMCO, the growing demand for alternatives among individual investors, innovation behind evergreen structures and interval funds, and importance of brand, customized products, and advisor education. Eric shares how KKR is investing in marketing, digital engagement, and on-the-ground sales to reach advisors globally, and the firm's partnership with Capital Group to expand access for non-accredited investors. We also cover the competitive landscape and the opportunities and challenges of making alternatives more accessible to a broader range of investors. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
V tomto díle našich Minutovek představujeme novou knihu určenou pro potenciální klienty, která slouží jako vstupní brána do světa wealth managementu se Sušánka & partneři. Dozvíte se, proč by si investor měl vybrat právě nás, jak vypadá tým stojící za firmou a jaká je naše provázanost s předními švýcarskými a americkými privátními bankami. Kniha přináší hmatatelný zážitek v digitální době – umožňuje novým investorům lépe porozumět hodnotám, přístupu a dlouhodobé strategii firmy, než učiní první krok ke spolupráci.
V tomto díle našich Minutovek si představíme třetí vydání magazínu Private Wealth by Sušánka & partneři, které je určeno investorům s vysokým majetkem (HNWI a UHNWI). Podíváme se na zákulisí správy portfolia Jana Sušánky, probereme výhody švýcarského privátního bankovnictví a analyzujeme dopady kolísání dolaru. Nezapomeneme ani na vliv umělé inteligence na kapitálové trhy. Nechybí ani rozhovor s vedoucím analytického týmu Dominikem Kramplou a pohled na rizika čínského trhu.
On this episode of the Passive Income Playbook, Pascal Wagner interviews Michael O'Shea, Head of Private Wealth at Origin Investments. Michael shares how his firm has built a $3.3B portfolio offering institutional-quality investments to high-net-worth individuals, particularly through tax-advantaged vehicles like DSTs and Opportunity Zone funds. The episode dives deep into the mechanics, benefits, and misconceptions around both strategies—highlighting when each is appropriate, how they support estate planning, and their roles in diversifying and deferring or eliminating taxes. Michael also addresses regulatory expectations and why Origin's vertically integrated model gives investors access to highly curated, risk-managed real estate opportunities. Michael O'Shea Current Role: Head of Private Wealth, Origin Investments Based in: Chicago, IL Say hi to them at: origininvestments.com → Book a call via team page Get a 4-week trial, free postage, and a digital scale at https://www.stamps.com/cre. Thanks to Stamps.com for sponsoring the show! Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Try Huel with 15% OFF + Free Gift for New Customers today using my code bestever at https://huel.com/bestever. Fuel your best performance with Huel today! Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Learn more about your ad choices. Visit megaphone.fm/adchoices
John Mathews is the Head of Private Wealth Management in the Americas for UBS. UBS is the world's largest global wealth manager with $6 trillion in assets, of which $2 trillion are in the Americas. Private Wealth Management is comprised of roughly 230 teams and 661 financial advisors. Our conversation explores how the largest wirehouse empowers its financial advisors to act as entrepreneurs to bring tailored investment solutions to their clients. We cover the scale and scope of the UBS private wealth platform, the need for personalization, specialization, and customization, the bank's centralized investment strategy and decentralized implementation, its curated alternatives platform, and the evolving landscape for financial advisors. Here's the Head of Content job posting. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth.In today's episode we discuss:Navigating this volatile moment in marketsCapitalising on market downturnsUpdated rules of portfolio constructionManager selection and red flagsTrends in new funds coming to marketRead Daniel's recent paper on Alts hereInterested in speaking to the team at Viola Private Wealth or another of our hand-picked financial advisers? Fill out the form on our website and we'll match you with one of our advisers.—------Want to get involved in the podcast? Record a voice note or send us a message —------Want more Equity Mates? However you want to learn about investing - we've got you covered.We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email—------Looking for some of our favourite research tools?Download our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
V dnešním videu se zaměřujeme na význam investice do osobního trenéra z pohledu longevity životního stylu. Proč dává smysl mít osobního trenéra nejen na začátku cvičení, ale i dlouhodobě? Jaký dopad má pravidelný trénink pod dohledem odborníka na fyzické zdraví, motivaci a celkovou vitalitu? Sdílíme praktické zkušenosti a pohled na to, proč může být spolupráce s trenérem klíčovým faktorem pro dlouhodobé zdraví a disciplínu v každodenním režimu.
V tomto díle našich Minutovek se podíváme na aktuální vývoj kapitálových trhů a na korekci, kterou jsme zaznamenali v únoru a březnu 2025. Jaké jsou hlavní příčiny propadů amerických akcií a proč se některých sektorů propad vůbec netýkal? Jaký vliv má politika Donalda Trumpa, nálada amerických spotřebitelů a chování spekulativních investorů? Zamyslíme se nad tím, co lze očekávat do budoucna, a především – jak by měl zkušený investor reagovat. Získáte praktický návod, jak přistupovat ke krizovým situacím a proč je důležité mít jasně definovanou investiční strategii i dostatečnou diversifikaci portfolia.
V tomto díle Minutovek se podíváme na zásadní rozdíly mezi veřejným kapitálovým trhem a světem private equity. Na konkrétním grafu z roku 2025 ukazujeme, jak výrazně se liší volatilita akcií firem jako KKR, Blackstone či Apollo od stabilního růstu hodnoty private equity fondů. Vysvětlíme, proč je kombinace obou světů pro investora klíčová, jak funguje oceňování private equity aktiv, a jak správně rozložené portfolio může přinést vyšší výkonnost, stabilitu a větší efektivitu při práci s kapitálem. Nechybí ani doporučení, jak využít lombardní úvěr ve švýcarské nebo americké privátní bance.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is an expert on the RIA market and the wealth management business model.We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiated, long-term capital solutions to well-positioned independent wealth management firms in the $8T and growing wealth management sector.Karl's deep experience in wealth management as both an investor, from his time as the CEO of Emigrant Partners and its affiliated company, Fiduciary Network, and time on the advisor side at Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab, puts him in a position to understand the inner workings of wealth management businesses. He's also sat on the boards of Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors.CWC has made investments into some of the industry's leading wealth management firms, including AlTi Global, Cresset Partners, AlphaCore, Lido, and others.Karl and I had a fascinating conversation about the evolution of the wealth management industry and why it's become such an attractive investment opportunity. We discussed: The intricacies of business growth and serving clients.Why private markets are such a critical component to differentiating a wealth management firm.Why we'll see a $1T independent wealth management business in the coming years.The parallels between the business evolution of alternative asset managers and wealth managers.Thanks Karl for coming on the show to share your wisdom and expertise at the intersection of wealth management and private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Podcast Opening Theme01:57 Introduction to Today's Guest: Karl Heckenberg03:57 Karl Heckenberg's Background and Career Journey06:10 Early Days of Wealth Management07:41 Post-GFC Evolution of RIAs08:59 Understanding the Independent Wealth Management Space10:15 Growth and Scale in Wealth Management12:17 Challenges and Opportunities in Wealth Management15:02 Importance of Client Experience19:34 Investment Strategies in Wealth Management20:07 Ownership and Equity Distribution20:54 Minority vs. Control Investments23:08 M&A in Wealth Management23:23 High-Quality Firms and Client Experience23:59 Capital Needs and Growth24:55 Advisory Services and Value Addition25:32 Comparisons with GP Stakes27:39 Durability and Resilience of Wealth Management Firms29:08 Exit Strategies and Public Market Potential29:40 Valuations and Capital Providers31:46 Future of Public Market Exits34:24 Compounding Growth and Returns35:05 Distribution and Liquidity35:34 Investment Grade Assets and Equity Returns35:47 Answering Key Investment Questions36:38 Investor Concerns and Market Dynamics36:59 Investment Buckets and Flexibility37:25 Private Wealth vs Institutional Investors38:02 Network Effects and Synergies38:27 Hesitations and Value Add of Constellation39:13 Collaborative Best Practices39:43 LP Side and Fundraising Timing40:08 Understanding the Wealth Channel40:24 Retail Distribution and Success Strategies41:05 Product Structuring and Client Diversification41:19 Impact of Technology on Wealth Management42:26 Importance of Private Markets Knowledge43:44 Diversification and Institutional Approach44:52 Challenges and Opportunities in Private Markets46:20 Advisors' Education and Differentiation48:26 Balancing Customization and Scalability49:32 Operational Efficiency and Retail Products51:16 Listening to Wealth Channel Needs51:30 Yield-Oriented Products and Diversification53:28 Educational Resources and Client Engagement54:14 Growth of Wealth Channel and Private Equity55:50 Consolidation and Future of Wealth Space58:35 Succession Planning and Client Experience01:04:37 Future of Wealth Management and Private Markets01:06:05 Closing Thoughts and Future Predictions Editing and post-production work for this episode was provided by The Podcast Consultant.
V tomto díle Minutovek se podíváme na specifický ukazatel – index nejistoty v obchodní politice. Co nám říká o investičním prostředí ve Spojených státech pod prezidentem Trumpem? A jak se jako investoři připravit na období zvýšené volatility? Vysvětlíme dopady politické nestability na trhy, proč je klíčové udržet emoce pod kontrolou a jak využít příležitostí v době korekcí, například pomocí lombardního úvěru.
V nejnovějších datech University of Michigan vidíme výrazný propad spotřebitelské nálady napříč americkou společností. Téměř 70 % Američanů se obává ztráty zaměstnání a více než 60 % očekává zhoršení podnikatelských podmínek – hodnoty, které jsme naposledy zaznamenali během recesí. V tomto díle Minutovek rozebíráme možné příčiny této nejistoty a hlavně, co to znamená pro investory. Jsme svědky běžné emoce nebo přichází reálné riziko pro americkou ekonomiku a akciové trhy?
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building businesses in fintech and asset management, and investing across the private market ecosystem. Our conversation offers an in-depth introduction to the intersection of private markets and private wealth. We discuss the origins of Alt Goes Mainstream, the rapid evolution of private markets, the convergence of institutional and wealth channels, and the rise of evergreen structures and new distribution models. We close with Michael's perspective on how the wave of capital flowing into private markets from private wealth will impact investors, and on the importance of content, brand, and community in shaping the industry's future. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client's life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri's expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri's commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan's mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients' financial futures while fostering their emotional and personal growth. Xexis Private Wealth's comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth's proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri's work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients' unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth
Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client's life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri's expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri's commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan's mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients' financial futures while fostering their emotional and personal growth. Xexis Private Wealth's comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth's proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri's work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients' unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client's evaluation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth
V tomto obsáhlém dílu Aktualit Moudrého investora rozebíráme aktuální stav globálních trhů na začátku dubna 2025. Donald Trump opět zahýbal celní politikou, volatilita na trzích roste a Evropa se začíná stavět na vlastní nohy. Komentujeme dopady geopolitické nejistoty na investiční rozhodování a sdílíme reálné příběhy investorů, kteří hledají vyšší stabilitu a větší míru ochrany majetku prostřednictvím švýcarských privátních bank. Dozvíte se, proč dnes hraje klíčovou roli diverzifikace mimo jeden region, jak využít lombardní financování a jak se stát investorem s globální strategií.
Send us fan responses! Unlock the secrets of private wealth and legal mastery with me, Don Kilam, as we explore the intricate dance of privacy, power, and knowledge. You'll discover the nuances of Admiralty versus Maritime law, and the importance of understanding your legal standing and court hierarchies. Learn how to wield the wisdom of private knowledge passed down through generations to maintain your personal sovereignty and protect your time and energy.Navigate the challenges of international banking and taxation as we peel back layers of complexity for American citizens dealing with overseas financial operations. Understand the critical importance of creating private structures, like family trusts and promissory notes, to manage and protect your assets without drawing public attention. By drawing on historical and cultural understandings, we uncover strategies to support family wealth, ensuring that your lineage thrives without compromising personal rights or resorting to public assistance.The final chapter is a call to align your mindset with spiritual beliefs and manifest prosperity through a higher power. Embrace the role of education in crafting and sustaining family wealth, as we explore private law's connection to religious texts and the legacy of influential families. Reflect on the power of trustees in nurturing family trusts and learn how personal growth and wisdom can lead to a prosperous and self-determined life. Let this episode be your guide to understanding personal wealth and navigating the modern financial landscape with grace and confidence.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com
Episode 090: Russ D'Argento serves as Founder & CEO at FINTRX. Prior to founding FINTRX, Russ served as Sr. Consultant of Family Office Marketing and introductions for Windham Capital Group—a 20-year-old consulting firm in the hedge fund space. In this episode, Milemarker Co-Founder Jud Mackrill talks with Russ about how to make financial data more powerful and strategic. Russ shares the origin story of FINTRX—a platform born from his personal struggle navigating the private wealth market. Host Jud Mackrill and Russ discuss how FinTRX evolved from bootstrapped startup to a data intelligence leader with more than 150 employees. They explore the growing demand for actionable, smart data, the role of AI in modern wealth tech, and how FinTRX helps asset managers, advisors, and fundraisers identify and engage the right prospects. Russ also shares what's next for the company and how it's positioning itself at the forefront of the AI-powered wealth transfer wave. In this episode: (00:00) - Intro (00:55) - Russ's background and the origins of FINTRX (05:28) - FINTRX's areas of focus for 2025 (07:32) - The evolution of data usage and expectations in the financial industry (11:25) - FINTRX's rapid growth and expansion (14:26) - What lies ahead for FINTRX (19:09) - How to connect with FINTRX Key Takeaways Smart data beats static data. Don't settle for spreadsheets. Today's wealth managers and fundraisers need dynamic, actionable insights—not just names on a list. Tools like FINTRX help surface the right contacts, timing, and context to turn cold outreach into warm, personalized conversations. Build products backward from user pain. Great companies are often started by solving your own problem. Russ built FINTRX by reverse-engineering the solution he wished he had while raising capital—focusing on better data, smarter tech, and a seamless user experience. AI isn't just a buzzword—it's a growth engine. Integrate AI to automate prospecting, clean data, and surface valuable signals without constant manual effort. The future belongs to platforms that anticipate user needs and take action autonomously. Private wealth is evolving. The private wealth space is more sophisticated and influential than ever. As wealth transfers to new generations and advisors, staying ahead with the right intelligence and outreach tools is crucial for capital raising and long-term growth. Quotes "There was a gap in the market and what was available, not only the data but also the breadth of the data, the tech, and how that data was delivered." ~ Russ D'Argento "We want to continue to position ourselves as this wealth transfer happens. We want to continue to position ourselves at the forefront of that private wealth data intelligence market." ~ Russ D'Argento "All we think about every day when we get to the office is how we can improve, iterate, make this thing better and more powerful, and continue our rapid growth." ~ Russ D'Argento Links Russ D'Argento on LinkedIn FINTRX on LinkedIn FINTRX email FINTRX Orion Advisor Solutions Salesforce Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
Proč zakládáme vlastní holding? A co to znamená pro investory. V Sušánka & Partneři jsme udělali důležitý strategický krok: rozhodli jsme se vytvořit vlastní firemní holding. Nejde jen o růst firmy nebo expanzi do dalších evropských zemí. Jde o ochranu kapitálu, efektivní řízení investic a vyvážení geopolitických rizik, která dnes ovlivňují každého většího investora. V tomto videu sdílíme: – Proč oddělujeme rizikové investice do private equity a venture kapitálu do samostatných právnických osob – Jak přemýšlíme o holdingové struktuře s mezinárodním přesahem (např. v Lichtenštejnsku) – A co může tento krok znamenat i pro vás jako investora Zároveň otevíráme nové téma: jak si z naší cesty k vlastnímu holdingu mohou vzít inspiraci i další podnikatelé a investoři, kteří chtějí chránit a rozvíjet svůj rodinný majetek napříč generacemi. Sledujte nás a získejte jasný pohled na to, jak strategicky řídit majetek v době měnových a geopolitických otřesů.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets.We are joined by BlackRock's Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico and Head of Product for US Wealth & Head of Alts to Wealth Jon Diorio and Partners Group's Partner, Co-Head of Private Wealth, Head of the New York Office, Member of the Global Executive Board, Partners Group Rob Collins to discuss their partnership on a private markets model portfolio purpose-built for the wealth channel.Joe, Jon, and Rob discuss what Rob calls in the podcast the industry's “iPhone moment.” This model portfolio partnership that brings together BlackRock's private markets and technology capabilities and Partners Group's history as a pioneer in the evergreen funds space is a big moment for private markets. The partnership enables the wealth channel to seamlessly access private markets solutions, understand how it fits into a broader asset allocation model, and handles rebalancing in a turnkey fashion.We had a fascinating discussion about this partnership and why the wealth channel needs turnkey solutions such as model portfolios. We discussed:Why model portfolios could be the “iPhone moment” for private markets.The anatomy of the partnership between BlackRock and Partners Group to create private markets model portfolios.How to balance personalization and customization with standardization of delivery to the wealth channel.How to create differentiation with private markets product offerings with different product structures.The mechanics of a private markets model portfolio.How education plays a role in advisor adoption of private markets products and model portfolios.Thanks Joe, Jon, and Rob for sharing your wisdom and experience on public and private markets as you help bring private markets into the mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song01:56 Introduction to Today's Episode01:58 Groundbreaking Partnership Announcement03:32 Welcome to the BlackRock Studio04:05 Backgrounds of Joe and Jon from BlackRock05:48 Rob's Background and Perspective07:13 Why this is an iPhone Moment for Private Markets07:55 Challenges in Private Markets Adoption12:48 Why Now is the Right Time16:11 The Importance of Partnership21:51 Building a Brand in Private Markets26:48 Evolution of Fixed Income Markets27:10 Electronification of Private Markets27:21 Educating the Wealth Channel28:13 Importance of Excellent Execution28:44 Proving Performance in Private Markets29:27 Building the Right Solution29:48 Client Demand for Private Market Access30:34 Customizing Asset Allocation31:41 Transparency in Model SMAs32:21 Blurring Lines Between Public and Private Markets33:12 Foundational Equity in Private Markets34:15 Combining Public and Private Solutions35:25 Democratization of Private Markets36:19 Active vs. Passive in Private Markets37:58 Challenges in Market Adoption38:28 Scalability and Diversification39:27 Evergreen Funds and Capital Deployment42:03 Seismic Shift in Private Markets42:47 Future of Private Market Solutions49:59 Personalization in Portfolio Building50:53 Patience and Private Markets51:00 Final Thoughts on Private Market Innovation54:41 Conclusion and Podcast OutroEditing and post-production work for this episode was provided by The Podcast Consultant.
In this episode of the Rainmaker Podcast, host Gui Costin welcomes Doug Krupa, Managing Director and Head of Global Wealth Solutions in the Americas at KKR. Doug shares the story of his career—from his early days as a financial advisor working with New York City firefighters to leading one of the most innovative wealth distribution platforms at KKR. His passion for making private markets more accessible stems from those early experiences, where he saw firsthand how institutional allocations to private equity contributed to long-term success.Doug walks listeners through the structure and mission of his team at KKR, which has grown significantly since he joined in 2019. Focused on intermediaries like financial advisors and RIAs, his team has developed evergreen investment solutions across asset classes, delivering institutional-quality strategies in a more accessible format. He emphasizes a localized, relationship-driven approach, with team members embedded in major metro markets across the U.S.Communication and process are at the heart of Doug's leadership style. KKR's wealth team operates with a high level of collaboration, leveraging instant messaging, a custom CRM, and content centralization platforms to share real-time insights, content, and KPIs across channels. Weekly sales meetings and monthly all-hands calls ensure the team stays aligned, while quality interactions, new advisor penetration, and sales versus budget remain key performance indicators.Doug also discusses how his team prioritizes rapid communication of what's working (and what's not), and the importance of tracking structured client feedback through CRM. His leadership philosophy centers around curiosity, responsiveness, and removing roadblocks for his team. He likens himself to a “chief agitation officer,” continually challenging the status quo to improve transparency, technology, and product innovation.For young professionals entering investment sales, Doug encourages a relentless curiosity, a willingness to ask “why,” and involvement in product development and messaging—skills that not only build credibility but also fuel long-term career growth. He stresses the importance of education, noting that broader adoption of private markets relies on helping advisors and clients better understand the asset class.This episode is a must-listen for distribution leaders and sales professionals seeking to scale their efforts, adopt a tech-forward sales strategy, and drive long-term engagement through thoughtful innovation.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.
Want to know the secrets behind managing wealth on a global scale?This week, I'm joined by James Quarmby, Partner and Head at Private Wealth at Stephenson Harwood in London. Described as a legend of the private wealth space, James shares his inspiring journey to building a team across six jurisdictions, tackles misconceptions about tax and explains what it takes to succeed in private wealth law.Whether you're a legal professional or simply curious about the world of wealth management, this episode is packed with great insights. Tune in now to learn from the best!So why should you be listening in? You can hear Rob and James discussing:- The Unconventional But Refreshing Career Path and Backround Taken by James- Complexities and Challenges of Private Wealth Practice- James' Strategic Approach to Building the Private Wealth Practice at Stephenson Harwood- His Efforts to Correct Common Misconceptions About Tax and Wealthy Individuals- Important and Valuable Advice for Aspiring Lawyers,Connect with James here - https://uk.linkedin.com/in/james-quarmby-24327411
We're excited to continue sharing our latest podcast in the Equity Mates network: Basis Points.Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve.We're pleased to share that all launch Basis Points episodes have been accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate.----------Are we entering a golden age of financial advice? This adviser certainly thinks so.Today we're joined by Andrew Hewison, the Managing Director of Hewison Private Wealth.In our conversation, we cover:The biggest changes in the advice landscape over the past 20 yearsWhy Hewison Private Wealth uses IMAs over SMAs and model portfoliosThe best uses of AI Andrew has seen across the advice industryThe operations of Hewison Private Wealth's in-house investment committee----------Basis Points would not be possible without the support of our three launch partners:Orbis Investments - Invest differentlyMilford - Invested in the outcomeCBOE - Local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
We're excited to introduce a new podcast to the Equity Mates network: Basis Points. Basis Points is all about finding that small improvements that compound into big outcomes. Built for financial advisers, but accessible for everyone, we hope Basis Points can be a resource for those looking to constantly find ways to improve. We're pleased to share that most Basis Points episodes will be accredited by the Financial Advice Association of Australia (FAAA) for CPD points. If you're an adviser looking to claim CPD points for this episode, head to the Equity Mates website here and complete the CPD Quiz for this episode. We'll then email you your certificate. ----------For our first episode, we're joined by the founder of Viola Private Wealth and an adviser who often sits at the top of the list of Australia's best advisers: Charlie Viola.In a wide-ranging conversation, we speak to Charlie about:Going out on his own and launching Viola Private WealthHis foundational principles of portfolio constructionBest practice for educating clients and bringing them on the journeyHow the Viola team assess emerging asset classes----------Basis Points would not be possible without the support of our three launch partners:Orbis - Invest differentlyMilford Asset Management - Invested in the outcomeCBOE - local market, global opportunitiesThank you to all three partners for helping us keep all of our content free and accessible.----------Want more Basis Points?Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube----------In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ----------Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.
Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results. This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC. © 2024 Neuberger Berman Group LLC. All rights reserved.
Joan Solotar is the Global Head of Private Wealth Solutions. She serves on the firm's Management Committee. Blackstone's Private Wealth Solutions' mission is to bring institutional quality products across a broad spectrum of alternative asset classes to high-net-worth clients and their advisors. Ms. Solotar also serves on the board of directors of First Eagle Investment Management. Before joining Blackstone in 2007, Ms. Solotar was Head of Equity Research at Bank of America Securities and a highly ranked Institutional Investor All-Star financial services analyst at Credit Suisse and Donaldson, Lufkin & Jenrette.Links:Joan on LinkedIn - https://www.linkedin.com/in/joan-solotar/Blackstone - https://www.blackstone.com/Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/Juniper Square - https://www.junipersquare.com/ Topics:(00:00:00) - Intro(00:04:31) - Inside Joan's office(00:05:52) - Joan's background and career(00:19:47) - What does Blackstone look like today?(00:20:42) - How would you describe Private Wealth today?(00:23:13) - What is important to advisors and their clients?(00:25:46) - How do you think about scaling?(00:27:32) - What makes a great member of the Sales or Advisory team at Blackstone?(00:29:22) - Blackstone's Private Wealth product suite(00:35:49) - What challenges are you facing in this market?(00:38:36) - Blackstone's approach to social media(00:41:15) - Leadership philosophies(00:44:45) - Closing advice
Questions? Comments? Episode suggestions? Send us a text message!#195: David Bell is a founder and director of PCD Group and has over 15 years of experience in advising high net worth clients on personal tax and financial planning. He explains what goes into creating an effective networking event, what it's like having a hobby that is also a business, and when to go full-time with a business you're creating.What you'll learn[01:41] How the PCD Group helps professionals in the Private Wealth sector network.[02:55] The problems with cocktail party networking.[05:38] What goes into creating an effective networking event. [07:31] The benefits of business cards and why some people don't use them.[09:55] How David became an expert in networking.[13:45] The challenge of starting a networking group.[15:50] How to know which opportunities to focus on.[19:36] The intentional steps behind career changes.[21:41] Building sales skills and other lessons from previous jobs.[25:17] How to not take business changes personally.[26:18] Having a hobby that is also a business.[29:55] When to go full-time with a business you're creating.[33:00] The benefits of having a fallback plan.[33:55] How the pandemic affected networking businesses.[39:15] How a business's finances change when it moves online.[41:56] The effort that went into keeping a networking business running during Covid.[43:26] The current state of the PCD Group and what the future looks like.Resources mentioned in this episodePlease note that some of these are affiliate links and we may get a commission in the event that you make a purchase. This helps us to cover our expenses and is at no additional cost to you.Wave Connect Digital Business CardDixon WilsonIngenious MediaMerrill LynchLombard Odier“Life's not a rehearsal”The Muppet Christmas CarolFor the show notes for this episode, including a full transcript and links to all the resources mentioned, visit:https://changeworklife.com/building-a-business-from-networking/Re-assessing your career? Know you need a change but don't really know where to start? Check out these two exercises to start the journey of working out what career is right for you!
CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Jason Leibowitz, Managing Director and Head of Private Wealth at Hashnote Labs.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today's takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Jason Leibowitz, Managing Director and Head of Private Wealth at Hashnote Labs.For more on CoinDesk Indices, visit: coindeskmarkets.com.-Imagine a blockchain built for you. No wallets, no keys, no hassle—just innovation. Welcome to XION, the first walletless layer-one blockchain purpose-built for consumer adoption.With XION, developers can build, launch, and scale products that are ready for the masses—no technical barriers for users, thanks to groundbreaking Chain Abstraction. All it takes to join the crypto revolution? An email.Say goodbye to complexity and hello to possibility. Ready to take the leap? Explore XION today at xion.burnt.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Exploring opportunities and challenges in fintech for private wealth
In this episode, we sit down with the successful and inspiring Sathya Chey Patterson. Sathya is known for her numerous accolades, including being recognized as one of the top women advisors in California by Forbes in 2023. As the founder of Arise, Sathya is dedicated to aligning wealth with values and empowering women to create real, tangible abundance. Her story is not just about financial success but also about integrating into the US as an immigrant from Cambodia and rising above many challenges to achieve the American dream. Sathya shares the importance of living within one's means, investing wisely, and integrating money with personal values. You'll learn how her early experiences shaped her outlook on money, the sacrifices her family made for financial security, and how she now aims to help others achieve a balanced and fulfilled life. This episode is brimming with valuable insights into financial planning, emotional connections to money, and the profound impact of aligning wealth with purpose. Key Topics: How Sathya's family found their American dream after experiencing a genocide in Cambodia Sathya's early experience in finance working in for her family Breaking off on her own career path Going to university with a desire to help others pursue the life they want by building their wealth Growing, saving, and studying while raising a baby at 20 years old How Sathya learned to be as efficient as possible with the money she was making The skills that ultimately led to Sathya being able to break out on her own as an entrepreneur Getting to the core of what people need to be truly happy The financial planning that happened that allowed her to quit her job Allowing space to be more present and conscious with how she spends her time Bridging the gap between her upbringing and who she is now Building success through soul alignment of wealth Giving people the confidence to do the things they love with the people they love What is your love language for spending? Connect with Sathya online: Website: https://www.ariseprivatewealth.com/ Forbes Rankings: https://www.forbes.com/profile/sathya-chey-patterson/ LinkedIn: https://www.linkedin.com/in/sathya-chey-arisepw/ Instagram: @ariseprivatewealth Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Download Syama's Guide to Getting Rich: www.syamabunten.com Women & Wealth Catalyst Summit: https://women.win/ Big Delta Capital: www.bigdeltacapital.com
William discusses the Chancellor's new tax rules for farmers.
In this episode of Financial Detox, host Jason Labrum and co-host Alex Klingensmith are joined by Bob Long, CEO of StepStone Private Wealth, for an insightful conversation on the role of alternative investments in today's unpredictable markets. They discuss the value of diversifying portfolios with private equity, private credit, and infrastructure, especially as traditional markets face increased volatility. Bob highlights the unique advantages of private investments, such as their potential for higher returns and enhanced diversification, making them a powerful tool for high-net-worth investors. The conversation also covers the evolution of Evergreen Funds, which give individual investors access to institutional-level opportunities without the usual complexities of private markets. Beyond finance, Bob shares his philanthropic work with Gift of Adoption and emphasizes the importance of meaningful giving. The episode concludes with key advice on partnering with fiduciary advisors to navigate complex financial landscapes and make sound investment decisions. Bob Long's Wife's Family Farm: https://www.tryonmountainfarms.com/shop Tune in for a conversation that blends personal stories with professional insights, designed to help you avoid toxic financial advice and achieve true financial peace of mind. More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/ and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-cfp%C2%AE-94986b7/ ______________________________ More on Financial Detox: Website: https://www.idawealth.com/financial-detox/ Buy the Book: https://www.amazon.com/Financial-Detox-Achieve-Independence-Maximum-ebook/dp/B0795B2WX4/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr= _____________________________ More on IDA Wealth: Website: https://www.idawealth.com/ Linkedin: https://www.linkedin.com/company/idawealth/ Instagram: https://www.instagram.com/idawealth/ Facebook: https://www.facebook.com/IntelligenceDrivenAdvisers #markets #business #stockmarket #investment #money #news #politics #finance #financialplanning #financial detox ___________________________ Disclosure The Financial Detox podcast is provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented in this podcast is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Participants are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA's views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. The S&P 500, or Standard & Poor's 500, is a stock market index that measures the performance of 500 of the largest publicly traded companies in the United States. These companies are selected based on their market capitalization, liquidity, and industry representation, making the index a broad indicator of the overall U.S. stock market and economy. The S&P 500 is widely regarded as a benchmark for the performance of the U.S. equity market, and it includes companies from a variety of industries, such as technology, healthcare, financial services, and consumer goods. The index is weighted by market capitalization, meaning that companies with larger market values have a greater impact on the index's overall performance. https://www.investopedia.com/terms/s/sp500.asp
CoinDesk Indices presents notable data insights from the week, followed by additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.To get the show every day, follow the podcast here.The CoinDesk Market Index (CMI) functions as a benchmark for the performance of the digital asset market, delivering institutional quality information to digital asset investors. Subsets of the CoinDesk Market Index (CMI) are investable CoinDesk Crypto Sectors and the CoinDesk 20 Index, designed to measure the performance of top digital assets. Today's takeaways are provided by Tracy Stephens, senior index manager at CoinDesk Indices with additional analysis from Jason Leibowitz, Head of Private Wealth at Hashnote.For more on CoinDesk Indices, visit: coindeskmarkets.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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