Riches in the Niches Investor Podcast

Michael Lee, Jr. is the Founder and CEO of Gondola Capital, a firm that focuses on the Alternatives Investing Space. Michael is passionate about Bitcoin and talks to Richard about why he thinks it is the most disruptive Technology of our lifetime. Michael also delves into how he got his first job out of college, a story that cannot be missed. This podcast will be the first in a series on Blockchain, DeFi and Digital Tokens. You can reach Michael on Twitter at @MLeeJr. To learn more about Richard please visit www.thinkaen.com.  Check out Michael's Blue Line Banter Podcast here. Blue Line Banter is a podcast about hockey, business, life, and everything in between. Show Notes: (01:17) Michael's story, Mikey Lee3, Gondola Capital and living in North Carolina (02:00) All about Blue Line Banter Podcast, Father Son Bond, Former and Current NHL Players (03:45) Hatteras Funds, Introduction to Bitcoin, Dismissive at First, Being a Disruptive Technology (06:09) Owning and Mining Bitcoin, Intellectual Curiosity, Electricity Costs, from Hobby to Passion (08:30) Michael's 2-Minute Bitcoin Elevator Pitch, Protecting your Wealth (10:44) Bitcoin being Borderless, Decentralized Network, Owning a piece of that Network (12:25) It's going to be tough to stop the Bitcoin Movement, JP Morgan, $150,000 Price Targets, Innovation of our Lifetime (16:06) Money Laundering Concerns plus Michael's thoughts on how Bitcoin makes things easier for regulators (20:12) Michael's predictions on Blockchain over the next 10 years, Data Rich, Mike Cagney and Figure Technologies, Provenance Blockchain (27:50) Constructing a portfolio with digital assets, Uniswap, Blackfire (31:38) What stops Bitcoin? Dogecoin, Miners, New Blockchains (40:30) Michael's incredible story about how he got into the investment business, waiter, hard work and some luck

Jeff Moore is a distressed real estate investor that buys properties in Opportunity Zones. He is also an avid reader of Annual Reports and a stock investor. Richard started talking to Jeff in April of 2020 as the stock market crashed during the Covid-19 crisis. Over the next few months, Richard and Jeff shared stock ideas and learned from one another. Topics discussed include Real Estate, Tiles, Small Business SaaS, Peter Kamin, Warrants and more. You can reach Jeff on Twitter at @ragnarisapirate. To learn more about Richard check out www.thinkaen.com.

Haydar Acun is the Founder and CIO of Marmara Capital, an Istanbul-based asset management firm. Marmara is a value-oriented fund focused entirely on Turkish Equities. As a long-only stock picker, Haydar has been able to generate remarkable returns despite the unprecedented volatility in the Turkish Lira. In this episode, Haydar talks about his deep value roots, love of music and run-in with legendary investor David Swenson. "It’s important to know how management is aligned with shareholders." - Haydar Acun. "Volatility creates enormous opportunities." - Haydar Acun. To learn more about Haydar please visit www.marmaracapital.com.tr/en/. To learn more about Richard please visit www.thinkaen.com.

Dominique Mielle spent twenty years as a partner and senior portfolio manager at Canyon Capital, a $25 billion hedge fund at the time of her retirement. Led by former Michael Milken disciples, Canyon established itself as a leader in distressed debt investing. As one of the firms' early employees, Dominique was at the epicenter of the Golden Age of Hedge Funds. Dominique's Book for Purchase: Here. To learn more about Dominique please visit www.dominiquemielle.com. To order Damsel in Distressed: My Life in the Golden Age of Hedge Funds please visit Amazon Here. To learn more about Richard please visit www.thinkaen.com.

Stacy Havener is the Founder and CEO of Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow investment funds. Today, Stacy and I dive into her remarkable backstory as well as her quest to raise $100B for emerging and boutique investment managers over the next decade. If you are boutique manager, it’s time to stop collaborate and listen. “Sales start in the heart, not in the head.” – Stacy Havener "An industry filled with men who love numbers actually had a place for a girl who loves words." - Stacy Havener To learn more about Stacy please check out www.havenercapital.com. To contact Richard please visit www.thinkaen.com.

Liz Simmie is the Co-Founder and CIO of Honeytree Investment Management, a Toronto-based asset management firm focused on responsible growth investing. The firm takes a unique approach to ESG investing by focusing on stakeholder governed; purpose driven companies. Today, we will dive into Honeytree’s differentiated perspective on ESG, its portfolio construction, combining financial and non-financial data, diversity and inclusion plus so much more.   To learn more about Liz please visit www.honeytreeinvest.com or on Twitter @LizSimmie.  To learn more about the host please visit www.thinkaen.com. 

Savneet Singh is the CEO of PAR Technology. PAR enables restaurants to improve operational efficiency by combining its cloud-based POS software with the world’s leading restaurant technology platform. The restaurant industry experiences little inflation mostly due to companies like PAR and other Food Tech Innovations. Today, we learn the wonderful story of PAR and its transformation into a Restaurant Technology Powerhouse. To learn more about PAR Technology please visit www.partech.com. To learn more about the host please visit www.thinkaen.com. 

Penny Phillips, Founder of Thrivos Consulting and President of Journey Strategic Wealth joins us to discuss how you can improve your brand by changing behavior and marketing yourself to the next generation. I’ve followed Penny since April of 2020, when at the peak of the Covid-19 pandemic, she took the financial world by storm through her inspiring social media presence and straightforward no nonsense message to Registered Investment Advisors.  To learn more about Penny please visit www.journeysw.com. To learn more about Richard check out www.thinkaen.com. 

Shannon Saccocia, CIO at Boston Private, joins us to talk all things asset allocation and manager selection. With $16 billion of AUM at her firm, Shannon has been at the forefront of big changes in the RIA industry, which have helped Boston Private become one of the premier wealth management firms in the country. Today, we learn her story, talk value versus growth investing, debate the Streaming Media Wars, discuss marketing your brand, and so much more. Let's Niche Down with Shannon Saccocia. To learn more about Shannon visit www.bostonprivate.com or check her out on twitter @ShannonSaccocia. To learn more about Richard check out www.thinkaen.com. 

Richard sits down with Julia Carreon. Julia has been a major advocate for innovation and technology in the financial services industry. Today, Julia provides us with a detailed roadmap for Banks or other companies looking to stay relevant via technology investment. We will also learn Julia’s story, hear about how haptics influence our decision making process, talk Gen Z disruption, E-Sports, a little Pac-Man and more. Julia also clears the air on Warren Buffett. Please check out Julia via her LinkedIn Profile. To learn more about Richard and thinkAEN check out www.thinkaen.com.