Investment Trends Episodes

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Shayna Davis, founder of Executive Signals Group, for a fascinating discussion about a blind spot that exists inside many of today's fastest-growing technology companies. Great technology is no longer enough. In an era where artificial intelligence is accelerating innovation and investors are evaluating more opportunities than ever before, Shayna argues that companies ...

In this episode of Arthur’s Round Table, Tyrus Shivers shares his journey from military service and government contracting to entrepreneurship, capital raising, and building Legacy Wealth Capital Group. Tyrus explains why many founders struggle to raise capital—not because they lack good ideas, but because they have not yet built investable businesses. The conversation explores what it takes to move from operator to owner, from hustle to infrastructure, and from startup founder to capital-...

Steve Bruere explains why farmland has become one of the most compelling alternative investments for family offices and investors. Learn about agricultural land ownership, inflation protection, farmland appreciation, food security, renewable energy, data centers, and the future of farmland investing.

In this episode of Arthur’s Round Table, Karl Andersen explains why the future of AI may depend less on software—and more on energy infrastructure. As hyperscale data centers strain aging electrical grids, Karl shares how distributed energy, decentralized compute, and edge-scale AI infrastructure could become the next major evolution in both energy and cloud computing. From solar-powered homes to localized AI networks, this conversation explores how the collision between AI and energy is creatin...

In this episode of Arthur’s Round Table, entrepreneur and PopVenture founder Nicole Guerrieri shares her journey from building a fast-growing Inc. 500 company to reimagining the venture capital system itself. The conversation explores venture capital structure, interval funds, startup diligence, investor access, liquidity, and how technology could democratize private market investing for everyday Americans. ________________________________________ 🎯 What You’ll Learn • Why traditional venture capital excludes most investors • How interval funds can provide liquidity for private market investing • The hidden incentives inside venture capital structures • Why transparency and diligence matter in startup investing • How PopVenture combines venture investing with media and technology • The future of democratized investing and private market access • How AI and diligence software could reshape venture capital

In this episode of Arthur’s Round Table, Dylan McDonnell explores why transparency in food safety is becoming a defining factor in the future of restaurants and hospitality. As regulation, consumer demand, and technology converge, what was once a back-of-house operational issue is rapidly becoming a strategic advantage. This conversation breaks down how allergen compliance, data visibility, and software are reshaping how food businesses operate—and why ignoring this shift carries real risk. What You’ll Learn Why food safety transparency is becoming essential in hospitality How allergen compliance is evolving across states and regulations Where most restaurants are exposed to risk today How technology creates a “source of truth” for food data Why consumer expectations are shifting rapidly How transparency can increase revenue—not just reduce risk

In this episode, Tallulah Le Merle shares her journey through technology, cultural heritage, and soulful exploration to inspire a balanced view of AI's potential. She emphasizes the importance of hope, human-centric values, and responsible innovation in shaping a flourishing future amidst rapid technological change.

In this episode of Arthur’s Round Table, Kate Mulder explores how intuition and perception influence investing and decision making. She explains how investors and operators can develop a “full spectrum perception” to gain an edge beyond data, analytics, and traditional due diligence.

In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offices are evolving in structure and strategyWhy talent is becoming the biggest constraint in the industryThe growing importance of governance frameworksHow private equity is influencing family office investingThe role of technology in modern wealth managementCareer paths and opportunities within family offices

In this episode of Arthur’s Round Table, venture capitalist Andrew Romans shares deep insights into venture capital investment strategy, deal flow, and how top funds generate returns. From early-stage investing and portfolio construction to secondaries and SPVs, this conversation breaks down how capital is deployed, managed, and optimized in today’s venture ecosystem.

In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offices are evolving in structure and strategyWhy talent is becoming the biggest constraint in the industryThe growing importance of governance frameworksHow private equity is influencing family office investingThe role of technology in modern wealth managementCareer paths and opportunities within family offices

In this episode of Arthur’s Round Table, Stephan Gerwert, Head of Family Office Services at PwC Germany, shares how family offices approach governance, investment strategy, and operational decision-making. With nearly two decades of experience advising ultra-high-net-worth families, Stephan provides a 360° perspective on how elite investors structure their organizations, evaluate opportunities, and navigate an increasingly complex financial landscape, What You’ll Learn How family office...

In this engaging conversation, Arthur Andrew Bavelas and Anmol Goel explore the intricacies of family offices, investment strategies, and the evolving landscape of asset management. Anmol shares his entrepreneurial journey, from his early ventures in fintech and cryptocurrency to establishing a multi-family office and deploying significant capital in various asset classes. The discussion delves into the impact of AI on jobs, the importance of relationships in business, and the future of tokeniza...

In this episode of Arthur's Round, welcomes Alicia Castillo Holley, a seasoned investor and entrepreneur with a unique background. Alicia shares her journey from Venezuela to becoming a prominent figure in venture capital, emphasizing the importance of education and knowledge sharing. She discusses her early entrepreneurial experiences, including selling cakes in college, and how these shaped her understanding of money and value. Alicia highlights her passion for using venture capital to create ...

In this conversation, Shay shares his journey from a successful telecommunications entrepreneur to a venture capital manager focused on supporting startups in South Carolina. He discusses the challenges he faced, including bankruptcy and addiction, and how these experiences shaped his current work with U-Turn Health, a company dedicated to helping families affected by addiction. Shay emphasizes the importance of storytelling in business and the need for a supportive community for entrepreneurs. ...

In this conversation, David Namdar shares insights on navigating market emotions and developing a strategic investment mindset. He emphasizes the importance of maintaining a balanced perspective during market highs and lows, encouraging investors to consider their entry points carefully and to remain cautiously optimistic about their investment strategies. 00:00 Introduction to Digital Assets and David Namdar 02:52 David's Journey in the Digital Asset Space 05:52 The Rise of Digital Asset Tre...

In this conversation, Abe Kasbo discusses the challenges faced by CMOs in managing large digital advertising budgets, the lack of transparency in digital marketing, and the implications of budget allocation decisions on overall marketing strategy. Takeaways The CMO's budget can be significantly impacted by digital ad spending. Transparency in digital marketing is often lacking, leading to confusion. Budget allocation decisions can have a profound effect on marketing outcomes. Understanding ...

In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strategically, ensuring that increased revenue leads to greater momentum rather than a burdensome cycle of dependency on sponsors. 00:00 Maxwell's Entrepreneurial Journey 00:10 Monetization Strategies and Challenges 00:37 The Conference Business Landscape Takeaways Monetizati...

In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric appr...

In this episode, Arthur and Noelle Reno discuss her diverse background in fashion and technology, her entrepreneurial journey, and the evolving landscape of digital assets and AI. They explore the future of advertising, the importance of direct consumer engagement, and the challenges posed by regulatory frameworks. Noelle emphasizes the need for human interaction in a digital world and the critical role of data centers in supporting technological advancements. The conversation concludes with ins...

In this conversation, Arthur and Greg Licciard discuss the evolution of marketing, focusing on the integration of AI, consumer behavior, and the importance of a holistic marketing framework. Greg shares insights from his book, 'The Holy Grail of Marketing,' highlighting case studies from companies like Harry's Razors and Elf Cosmetics. They explore the resurgence of direct mail, the impact of weather on consumer behavior, and the necessity of maintaining brand ethos in the age of AI. The discuss...

Yishan brings Silicon Valley’s expertise in scaling to the climate movement. Yishan founded Terraformation in Hawaiʻi in 2020 to build and deploy tools that tackle the largest bottlenecks to global reforestation. The company hosts a forest carbon accelerator, supporting early-stage forestry teams to launch, build, and scale biodiverse reforestation projects. In addition to producing high-quality, verified carbon credits, these projects generate complementary sustainable revenue streams to suppor...

Gibson's leadership at Hadron Energy led to the development of micro modular reactors, AND Securing 3.6-Gigawatts for power supply agreements with Data Centers and Industrials. His expertise has been recognized through his acceptance into the Forbes Technology Council, earning the title of ASME International Standards & Certifications Scholar, and Global Engineering Leader.

Steven Masur has over 30 years of experience advising early, growth and enterprise stage companies in emerging industries. Steve brings a unique mix of legal, business, and strategic experience to bear on client matters and is passionate about helping committed teams execute upon a path to success in new markets. Steve has been an early innovator in internet, software, entertainment, games, and mobile technologies, and has most recently focused on blockchain, cryptocurrencies, DAOs, defi, and ca...