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#13 How AI Transforms the Investment Industry

Stefan Whitwell (@Whitwell247), Founder and Chief Investment Officer of Whitwell & Co. enjoys helping business owners prepare for the sale of their businesses and be more strategic in how they fund their business in its early growth stages. Stefan shares his extensive experience in finance and discusses the intersection of AI, automation, and the investment industry. 

In this episode, Zack and Stefan discuss: 

  1. The Wisdom of Following Market Trends 
  2. The Dangers of Stagnant Portfolio Strategies 
  3. Is AI Going to Hurt White Collar Workers the Most? 





A venture debt investment manager focused on providing financing solutions to innovative, high-growth startups in recession-resistent sectors and underserved regions in North America.