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 …
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 …
#12 Mastering Market Cycles w/ Chad Smith, Managing Partner, Reveille Wealth Management Read More »
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
