Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)
Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel,...
11 Juni 36min
AI and the Future of Wealth
How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.In this episode you’ll hear from:Adam Kat...
3 Juni 20min
Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)
Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative ...
28 Maj 34min
Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)
Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institut...
14 Maj 30min
Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)
Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co...
7 Maj 34min
When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)
Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by th...
30 Apr 24min
Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)
Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or o...
23 Apr 35min
How a Chief Investment Officer Reimagines Risk | Ron Albahary (LNW)
Today, we go in-depth with Ron Albahary, Chief Investment Officer at LNW where he determines overall investment strategy.In this episode you’ll learn:That great investors understand humans, not just m...
16 Apr 32min
