The Authority Company

In this episode we talk to Chris Zadeh and Angelique Schouten, the authors of Monkey Money Mind. In the book the authors explore the psychological influences that spur our irrationality and mute our reason when it comes to financial decision-making. Chris and Angelique's Monkey Money Mind focuses on why we stop thinking when we start spending.

This week we’re joined by Sona Menon the Head of North American Pension Practice at Cambridge Associates. Sona tells us about her nearly 20 year career of advising on assets of over $16 billion. She works with a variety of institutional investors that include public, union, and non-profit plan sponsors; health care institutions; and other investors with multi-asset pools.

Jeff Shavitz, the President of Merchant Advocate Ventures, is our guest this week on ForbesBooks Radio. He tells us how his company has helped save over $100 million in excess credit card fees.  Merchant Advocate deciphers the landscape, educates clients and expose hidden fees. Jeff's company helps merchants save money from the unregulated credit card industry without having to switch processors.

This week we’re joined by Alan Snyder, the Founder and managing partner at Shinnecock Partners, a Los Angeles-based alternative investment firm that specializes in third-party futures managers. Alan has overall responsibility for all aspects of the business, including portfolio management, client identification and on-boarding, legal, compliance and supervision of employees. Also on the show, Alan tells us about his latest venture, the Art Lending Fund.  Art lending allows collectors to tap value that’s otherwise locked up in paintings, sculptures, drawings, whatever it may be.

Patti Brennan, the President and CEO of Key Financial, joins us this week on ForbesBook Radio. Her wealth management firm provides clients with personalized financial plans with multiple scenarios, stress tests and what if's. Patti and Key Financial have garnered recognition by Forbes, The Financial Times and Barron's as one of the Top Advisors in America year after year for over a decade.

This week we’re talking to Keith Lemer, the CEO of WellNet Healthcare Group. Keith tells us how his company provides businesses with fully-integrated, performance-driven healthcare benefit management solutions. WellNet Healthcare Group delivers health plans, wellness and cost management programs that are powered by sophisticated technology and engagement professionals.

This week we’re talking to Dr. Tillmann Sachs, the Chief Investment Officer at J8 Capital Management. Find out how his company uses independent return drivers in highly liquid markets to efficiently construct a systematic investment strategy that is an enhancement over CTA beta and offers true portfolio diversification.