Networking & Collaboration Episodes

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes Dawn Mari La Monica, JD, for one of the most thoughtful conversations yet on leadership, authenticity, family offices, wellness, and building meaningful human relationships. Dawn's journey is anything but conventional. Born in Bogotá, Colombia and adopted at birth, she shares how experiences ranging from Wall Street and Georgetown Law to London's financial sector, regulatory...

Richard Wilson explains why relationships, trust, and human connection remain the foundation of family office investing despite advances in AI, technology, and automation. Learn how family offices source opportunities, evaluate investments, raise capital, and build long-term wealth through trusted networks.

The Hidden Currency Behind Every Great Opportunity: Understanding Relationship Capital with David Homan In this episode of the Family Office Investing Podcast & Investor Insights | Arthur's Round Table, host Arthur engages in a profound conversation with David Homan, a distinguished relationship strategist, author, entrepreneur, and renowned super-connector. Their discussion delves into the critical roles of trust, relationship capital investing, and the intricate, often unseen networks that ...

Filmmaker Michael Nash discusses AI for Good, the United Nations AI for Good Global Summit, and how artificial intelligence may help solve humanity's greatest challenges—from healthcare and agriculture to education, climate, and global accountability. Learn why the future of AI depends on wisdom, intention, and human values

In this episode of Arthur’s Round Table, Tim Brown shares his remarkable journey from Colorado and Cisco Systems to building one of the most relationship-driven family office communities in the industry. The conversation explores family office governance, trusted networks, connection capital, peer-to-peer learning, next-generation leadership, AI, wealth stewardship, and why meaningful relationships may become one of the most valuable assets in the modern world. Tim also discusses the creat...

Stever Robbins shares insights on leadership, authentic communication, executive coaching, and why human connection may become the most valuable asset in the AI era. Discover lessons from Silicon Valley, entrepreneurship, neurodiversity, startup culture, and the future of leadership.

In this episode of Arthur’s Round Table, Jon Bailey shares how high-level networking and mastermind groups help family offices, CEOs, and investors improve decision-making, build trust, and generate better deal flow. The conversation explores how structured peer groups create a competitive edge through relationships, accountability, and shared experience. Why networking is critical for family offices and investors How mastermind groups improve decision-making The role of trust in high-...

Discover how Migena Agaraj's networking transitioned from immigrant roots to building a thriving career through authentic networking, strategic partnerships, and entrepreneurial ventures. This episode dives into her stories of seizing opportunities, the power of book collaborations, and practical insights on networking from the stage to everyday life. This episode encapsulates Migena’s strategic approach to building influence through storytelling, relationship cultivation, and authentic network...

Explore how traditional relationship-building skills are still vital in today’s fast-evolving financial technology landscape. Pamela Cytron shares insights on modern sales strategies, the importance of trust, and innovative approaches to wealth management, wellness, and startup growth. In this episode: • Pamela Cytron’s journey from FinTech early adopter to wellness advocate • The evolving art of relationship-based sales versus automation • How COVID-19 emphasized the importance of personal ...

In this conversation, Arthur Andrew Bavelas and Jamie Yuenger delve into the significance of storytelling within family offices. They discuss the journey of documenting family histories, the challenges faced in this process, and the importance of accountability and courage in sharing these narratives. The dialogue highlights how understanding family stories can impact business succession, resilience, and relationships, culminating in an upcoming symposium focused on the power of storytelling in ...

In this engaging conversation, Carol Pepper shares her extensive experience in the family office space, discussing her journey from Wall Street to founding Pepper International. She emphasizes the importance of financial literacy for children, the evolution of family offices with technology, and the critical thinking necessary for wealth management. Carol also highlights the significance of preparing the next generation for wealth and finding the right advisors to navigate the complexities of fa...

In this episode, Ryan L Duff shares his journey in the multifamily investment space, discussing his experiences, strategies, and insights into the current market dynamics. He emphasizes the importance of building strong relationships with General Partners (GPs) and the unique investment platform he has created to leverage deal flow. Ryan also addresses the challenges and opportunities presented by market cycles, the significance of geographic preferences, and the future outlook for investors in ...

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 episode of Arthur's Roundtable, Benjamin Ulrich shares his journey from studying psychology to working in sales and the cannabis industry, emphasizing the importance of mentorship and building relationships within the family office space. He discusses personal experiences with mental health, the dynamics of wealth in families, and the significance of storytelling in business. The conversation also touches on family trauma, alternative therapies, and the need for open communication to fos...

In this episode, Cate Wilkes shares her journey from the mortgage industry to leadership development, emphasizing the importance of personal growth, collaboration, and creating a safe environment for ideas. She discusses her experiences at Fannie Mae, her learning from Bob Proctor, and the significance of intuition and trust in leadership. The conversation highlights the need for leaders to invest in themselves and foster a culture of psychological safety within organizations. Takeaways Invest...

In this conversation, Alex Fredericks shares his journey from the music industry to the wellness sector, culminating in the creation of ToneWell, a voice technology that provides actionable health insights. He discusses the importance of understanding one's own wellness, the role of sound and vibration in health, and addresses common skepticism surrounding new wellness technologies. Alex emphasizes the need for personal empowerment in health decisions and the future potential of ToneWell in the ...

In a technology-driven world, the importance of human connection and communication skills is emphasized. The conversation highlights the need for individuals to develop their personality and articulate their thoughts, as these traits will become increasingly valuable in the future. For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her...

In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices. Takeaways Colten emphasizes the ...

Wendy is a seasoned family office executive and powerhouse networker in the family world. Often credited with building the family office community in NYC, she now is building a similar community in the greater Atlanta region.