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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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#8 Beyond Bonds: Exploring Alternative Asset Classes for Inflation Protection w/ Michael Furla, Managing Director And Head of Fixed Income, The Mather Group, LLC

https://youtu.be/arNT6M-TVDI Michael Furla is the Managing Director at The Mather Group, LLC. He assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. In this episode, Zack and Michael discuss: Diversifying Your Portfolio During Elevated Inflation Timing the Market vs. Time In the Market Venture Debt: Is it Really as Risky as …

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#7 AI and Data: Powerful Tools to Maximize Investment Returns w/ Mike Ryan, Co-Founder, Bullet Point Network

https://youtu.be/BfEqZdmp2c0 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: Balancing Growth and …

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#6 Investing In What You Know: Maximizing Returns Through Familiarity w/ Michael Nicks, Deputy Chief Investment Officer, Pepperdine University

https://youtu.be/5gf981MwMME Michael Nicks is the Deputy Chief Investment Officer at Pepperdine University and a member of the Investment Steering Committee for the Alternative Investment Management Association. In this episode, Zack and Michael discuss: The Failure of Self-Regulation in Digital Asset Markets You Don’t Have to Do It All How to Build a Resilient Investment Plan …

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#5 The Stability of Big Banks and the Struggles of Regional Banks w/ Paul Dietrich, Chief Investment Strategist, B. Riley Wealth

https://youtu.be/7dWBBZml2eU Paul Dietrich is the Chief Investment Strategist at B. Riley Wealth. Join us as we discuss Paul’s unconventional background, his expertise in business cycles, leading economic indicators, behavioral biases, and the biggest risks in today’s market. In this episode, Zack Ellison and Paul Dietrich discuss: The Domino Effect of Lease Defaults on Banks The Global …

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#4 Venture Debt: Double-Digit Income with Upside Potential w/ Chris Osmond, Chief Investment Officer, Centura Wealth Advisory

https://youtu.be/gAfNiOPE0j4 Chris Osmond (@ChrisOsmondCFA) has extensive experience in investment management, including market and economic analysis in the United States, alternative investments, private equity, and asset allocation recommendations for individual, corporate, and institutional investors. In this episode, Zack and Chris discuss: Maximizing Your Wealth With Above-the-Line Planning How to Remove Emotion From Investment Decisions The Pitfalls …

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#3 Understanding The Benefits Of High-Growth Lending w/ Paul Squarcia, Founding Partner, One Charles Private Wealth

https://youtu.be/OQ_vpW_WpBQ Paul Squarcia (https://ocpws.com/) is a founding partner at One Charles Private Wealth. Paul is a financial advisor in Hingham, Massachusetts, with 22 years of experience in the field. In this episode, Zack and Paul discuss: The Dangers of Overweighted Investments The Invisible Workload: Why Execution is the Backbone of Your Business The Role of …

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