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SN 2 – #2B Investing in Tomorrow: AI, Innovation, and Growth w/ Mike Ryan, Co-Founder, Bullet Point Network

https://youtu.be/iTjDBe3sJFA Mike Ryan (@mikeryanbpn), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss:  From Hype to Hustle: Startups Adapt …

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SN 2 – #2A Investing in Tomorrow: AI, Innovation, and Growth w/ Mike Ryan, Co-Founder, Bullet Point Network

https://youtu.be/6T2lsISM0bo Mike Ryan (@mikeryanbpn), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss:  From Hype to Hustle: Startups Adapt …

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SN 2 – #1A From Star Apprentice to Leading Venture Capitalist w/ Kelly Perdew, Moonshots Capital

https://youtu.be/BnRZMEAnbzs Kelly Perdew (@kperdew) is the Co-Founder and Managing General Partner of Moonshots Capital. Kelly shares his journey from high school in Wyoming to West Point, his military service, and his transition into entrepreneurship and venture capital. He highlights Moonshots Capital’s focus on investing in extraordinary leadership and how military veterans often bring valuable qualities …

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#15 From Wall Street to the White House… and Back! w/ Anthony Scaramucci, Founder and Managing Partner, SkyBridge Capital

https://youtu.be/MN-WKDh3Yv0 Anthony Scaramucci (@Scaramucci), Founder and Managing Partner of Skybridge, talks about his journey from working at Wall Street to the steps of the White House. Discover his investment principles, including the importance of long-term investing and the potential of AI and crypto ETFs. In this episode, Zack and Anthony discuss:1. Long-Term Investing: The Recipe …

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#14 Mastering Investment Principles w/ Art Hogan, Chief Market Strategist, B. Riley Wealth

https://youtu.be/B5QY_tfhi7c Art Hogan (@ArthurHoganIII), Chief Market Strategist at B. Riley Wealth, is one of the leading Wealth Advisors in the country. With over 30 years of experience, Art shares his insights on investment principles, the importance of rebalancing, and how to navigate paradigm shifts like AI. In this episode, Zack and Art discuss: Avoiding Down …

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#13 How AI Transforms the Investment Industry w/ Stefan Whitwell, Founder & CIO, Whitwell & Co.

https://youtu.be/tm6pbniefhw 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 …

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#12 Mastering Market Cycles w/ Chad Smith, Managing Partner, Reveille Wealth Management

https://youtu.be/fzL2nVp0nBI Chad Smith is one of the founders and managing partners of Reveille Wealth Management, based in Atlanta, GA. His background as an investment analyst and consultant spans over 25 years, serving institutional, corporate, and individual investors. He serves on Reveille’s Investment Committee and is one of the Portfolio Management Directors. In this episode, Zack and …

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#11 Investing in the Future: The Power of Innovation for Superior Returns w/ Jane Leung, Strategic Advisor, Hive Wealth

https://youtu.be/4plSWyDbypQ Jane Leung (@janeleung) is a strategic advisor at Hive Wealth, an innovative wealth platform that is creating social impact by democratizing the Family Office and providing opportunities for the 99% to build and grow meaningful multi-generational wealth. In this episode, Zack and Jane discuss: Passive vs. Active Investing: A Tale of Bull And Bear …

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#10 Beyond Stocks And Bonds: Investing in Innovation w/ William Kelly, CEO, CAIA Association

https://youtu.be/XytyzPsiKUw William (Bill) J. Kelly (@CAIA_BillKelly) is the President & CEO of the CAIA Association. He was previously the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.  In this episode, Zack and William discuss: Are You Truly Diversified? The 60-40 Portfolio Misconception Choosing the Right Venture Debt …

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#9 Solving Inequality and Driving Economic Efficiency w/ Aoifinn Devitt, Chief Investment Officer, Moneta Group

https://youtu.be/tld6ufrmM8s Aofin Devitt (https://monetagroup.com/) takes us on her journey from corporate lawyer to accomplished CIO, sharing her insights on ESG investing, portfolio management, and driving economic efficiency.  In this episode Zack Ellison and Aoifinn Devitt discuss: Differentiating ESG Investments Balancing Risk and Resilience Democratization of Alternatives The Appeal of Venture Debt Twitter: https://twitter.com/AoifinnDevitt Instagram Tiktok Youtube …

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