Episodes

In this engaging conversation, Migena Agaraj shares her inspiring journey from a small town in Albania to becoming a successful entrepreneur and project manager in New York City. She discusses her cultural heritage, early life experiences, and the challenges she faced as an immigrant. Throughout the conversation, she emphasizes the importance of financial literacy, hard work, and nurturing relationships in both personal and professional contexts. Migena's story is a testament to resilience, adap...

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...

Summary In this engaging conversation, Arthur Andrew Bavelas shares his journey as an entrepreneur, reflecting on the influences of his family, the concept of retirement, and the importance of personal fulfillment. He discusses the defining moments that shaped his ambition and the support systems that helped him navigate challenges. Bavelas emphasizes the significance of control and independence in one's career, the legacy one leaves behind, and the beliefs that guide his perspective on society...

Summary In this conversation, Arthur Andrew Bavelas and Logan Yonavjak discuss the intersection of impact investing and leadership dynamics. Logan shares insights from his experience in private equity and early-stage investing, emphasizing the importance of evaluating leadership capacity in startups. They explore how AI can enhance leadership assessments, the role of people analytics in decision-making, and the challenges faced by investors in understanding leadership qualities. The discussion ...

In this episode, Arthur Andrew Bavelas interviews Brett Hickey, who shares his journey from a small-town upbringing in Canada to becoming a successful entrepreneur and financier. They discuss the dynamics of the lower middle market, investment strategies, and the importance of understanding market trends. Hickey emphasizes the significance of tax advantages and the evolving landscape of business opportunities, particularly in service-based industries. The conversation highlights the importance o...

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 episode, Jermaine shares his journey from a multicultural upbringing in Malaysia to navigating the complexities of entrepreneurship and politics in the U.S. He discusses the challenges he faced in his early career, his transition into political campaigns, and the lessons learned about power dynamics and trust. Jermaine also delves into the founding of HeirLight, a company focused on simplifying estate planning through AI, emphasizing the importance of clarity in life and the need to help...

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 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, Christian LeFer shares his journey from personal experiences with his sister to founding a nonprofit consultancy that simplifies the process of starting and maintaining nonprofits. He discusses the challenges of navigating bureaucracy, the importance of creating a culture of love in business, and the strategies for effective nonprofit formation and maintenance. The conversation also touches on the role of donor-advised funds, the legitimacy of nonprofits compared to crowdfu...

In this episode, Jason Kirby shares his journey as a serial entrepreneur and investment banker, discussing the lessons learned from his various startups and the challenges faced in the business landscape. He emphasizes the importance of unbiased advice for founders and introduces his company, Thunder, which aims to provide investment banking services tailored for early-stage companies. The conversation also delves into the complexities of family office investments, the impact of AI on business v...

In this engaging conversation, Angelina Carleton shares her journey from a commercial real estate broker to a legacy planning coach. She discusses the importance of legacy planning, especially in light of the COVID-19 pandemic, which prompted many to reflect on their lives and legacies. The conversation delves into the emotional and psychological aspects of legacy planning, the impact of family dynamics, and the necessity of addressing trauma. Angelina emphasizes the importance of mentorship, co...

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 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 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 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 ...

The conversation delves into the personal experiences of mental health struggles, emphasizing the importance of self-awareness and understanding the deceptive nature of the mind. Shawn Lesser shares his journey through a mental breakdown and the insights gained from observing his thoughts. The discussion highlights coping strategies and the significance of mindfulness in navigating emotional challenges. Chapters 00:00 Introduction to Sean's Journey 00:06 The Impact of Mental Health 00:22 Cha...

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 conversation, Aelia Kos shares her unconventional journey from a corporate career in architecture to becoming a conscious entrepreneur. She discusses the rise of conscious entrepreneurship, the impact of COVID-19 on personal reflection, and the shift from traditional religion to spirituality. Aelia emphasizes the importance of intuition, trust, and community in business, and explores various healing modalities. She also highlights the significance of nature as a catalyst for growth and t...

Founder & CEO, Tamarind Partners, Inc. CEO & Co-Founder, Tamarind Learning. Kirby Rosplock, PhD, is one of the world’s foremost authorities on family offices, family governance, and generational wealth. As the founder of Tamarind Partners, Inc., she leads a globally recognized consultancy twice awarded: - Best Family Office Management Consultancy (Family Wealth Report, 2019 & 2023) - Best Family Wealth Counseling (Family Wealth Report, 2019 & 2022) She is also CEO and co-founder of Tamarind Lea...