Definitely Uncertain: The Private Wealth Podcast

Soo Cheon Lee is the Chief Investment Officer and Co-Global Portfolio Manager at SC Lowy, a $1.6 billion alternative asset manager specializing in opportunistic corporate lending. With a background at Deutsche Bank, Soo Cheon offers deep insights into global markets and investment strategies. In this episode, Soo Cheon discusses corporate lending, market trends, and the factors shaping global investment decisions. Tune in for expert insights into navigating today's financial landscape

Join Darren Rockman, and expert guest Yair Benyamini as they discuss the proposed changes to Israel’s tax laws and how they will impact high-net-worth families. From changes to wallet and holding company taxation to new reporting requirements for Olim and returning residents, they break down what you need to know. Learn how these reforms could affect your investment strategies and tax planning, and how trusts will be impacted. Get actionable insights and strategies to navigate the evolving Israeli tax landscape. Subscribe now on YouTube and Spotify for more updates!

In this episode of the podcast, we sit down with Jeremy Leibler, a partner at Arnold Bloch Leibler and President of the Zionist Federation of Australia. Jeremy brings a wealth of experience in corporate law and Jewish affairs, particularly in the wake of rising anti-Semitic incidents in Australia since October 7th. We discuss the community's response to these challenges, drawing parallels with other diaspora communities and examining the role of the Australian government in addressing anti-Semitism. Jeremy shares insights on the global perception of Israel, the impact of recent events on Australia-Israel relations, and the importance of legal frameworks in advocating for the Jewish community. Finally, he reflects on his hopes for the future of global Jewish unity and support for Israel amidst ongoing struggles.

In the wake of the tragic events of October 7th, the question on everyone’s mind is: What now? How do we move forward? What does the day after look like? We were deeply honored to welcome back Joseph Gitler, founder of Leket Israel and a close friend to the Goldrock family, to share insights on how he and his organization have innovatively restructured to meet Israel’s growing needs in these challenging times.   Joseph also spoke about his family's personal loss of his son-in-law, David, and how grief manifests differently for everyone in Israeli society.   We hope this episode resonates as deeply with you as it did with us. It was a true privilege to have him join us again.

In this episode of the Definitely Uncertain Podcast, we speak with Amit Pilowsky from Key1 Capital, an Israeli growth equity fund focused on technology. Amit shares his insights on the rising demand for innovation in defense tech amidst global geopolitical tensions. We discuss the challenges of attracting capital and talent in the defense sector, the evolving relationship between governments and startups, and Western economies' readiness for large-scale defense tech production. Tune in for a deep dive into the future of defense technology and investment.

Ophir Zilbiger (Head of Cybersecurity at BDO Israel) helps HNW families and organizations manage their cybersecurity risk. Among other issues, Ophir discusses how HNW families can take a few steps to protect themselves from cybersecurity threats. Based largely on NIST (National Institute of Standards and Technology) guidelines which provides an array of best practices for cybersecurity: • Identify: Understand and manage cybersecurity risks • Protect: Implement safeguards to secure critical services • Detect: Identify cybersecurity events in real-time • Respond: Mitigate and manage detected incidents • Recover: Restore and strengthen affected systems

Join us for our latest episode with Rabbi Yehoshua Fass. Josh is the Co-Founder of Nefesh B’Nefesh and has served as the organization’s Executive Director since 2002. We discuss how Nefesh B’Nefesh revolutionized western Aliyah and facilitated the Aliyah of over 80,000 North Americans to Israel. Over the years, the foundation has become a senior partner with multiple leading Israeli governmental Ministries and is widely recognized as the premier immigration institution in Israel.

Catch our latest episode with leading Citi investment professionals, Jashpal Gulliani and Guillaume Menuet, where we discuss global asset allocation, equity & fixed income markets, portfolio construction in light of geopolitical uncertainty and more. As the global economy has entered a phase of growth and normalization, Citi believes that despite less than ideal market conditions, they see a variety of opportunities to seek returns and mitigate risks.

With increased immigration expectations, it is crucial to understand the complex tax implications for U.S. citizens and stay informed about the significant changes to Israel's tax laws affecting new immigrants and returning citizens. Our latest podcast features @Fred Kahn, Managing Partner & CEO of @Phil Stein & Associates, a premier U.S. tax accounting firm based in Israel. Fred provides expert guidance on navigating these new regulations effectively. Topics covered include changes to the 10-year tax holiday, common income tax reduction scenarios, and continued employment with a U.S. employer.