

Definitely Uncertain: The Private Wealth Podcast
Goldrock Capital
How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families.
We interview leading investment managers, high net worth individuals and private wealth advisors.
Brought to you by Goldrock Capital, a multi-family office.
We interview leading investment managers, high net worth individuals and private wealth advisors.
Brought to you by Goldrock Capital, a multi-family office.
Episodes
Mentioned books

Mar 22, 2022 • 29min
Family Business Across The Generations - Ep 68
This podcast is brought to you by Goldrock Capital at goldrockcap.com
On this week's episode of the podcast, George Norman, founding partner of Beaufort Capital Management, shares his family's story and provides insights about what it takes to successfully adapt a family business from one generation to the next. George explains how these lessons have been successfully applied within Beaufort Captial.

Mar 9, 2022 • 27min
Don't Get Ripped Off - Protecting Yourself from Fraud - 67
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Chris Ekimoff, Director in the Financial Investigations Group at RSM, takes a deep dive into the world of fraud. How were some high-profile cheats able to get away with their fraudulent activity for so long? He also discusses what investors should look out for, so they can avoid falling for scams.
Key take away: Be informed, Go slow, Be skeptical, Set a good process!

Mar 2, 2022 • 30min
Anyone Can Be A Philanthropist - Ep 66
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Adam Nash, CEO and Co-Founder of Daffy, is trying to revolutionize philanthropy. On this week's episode of the podcast, he discusses what Donor Advised Funds are and why they are a better way to give. Adam talks about the need for creating a tech-enabled giving platform to make giving accessible to everyone.
You can follow Daffy at https://twitter.com/DaffyGiving and Adam at https://twitter.com/adamnash
You can give Daffy a try at https://daffy.org/

Feb 23, 2022 • 35min
Is this the Time to Invest in China? - Ep 65
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Ken Peng, the Investment Strategist at Citi Private Bank, discusses whether this is the right time to be investing in China, and what potential investors should be aware of, including sizing. He also talks about the current US and Chinese political tensions and the effects they might have on the equity market.

Feb 15, 2022 • 23min
Protein Alternatives and the Future of Food Innovation – Ep 64
This podcast had been brought to you by Goldrock Capital at goldrockcap.com
Dan Altschuler Malek, the Managing Partner at Unovis Asset Management & New Crop Capital, discusses new technologies coming into the world of alternative protein foods. He talks about how population growth has affected the global food supply and the different alternatives available in the market.

Feb 8, 2022 • 23min
Is Israel Ending the 10 Year Tax Holiday? - Ep 63
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Harel Tow, International Tax Partner at KPMG Israel, discusses if there will be changes to the 10 year tax holiday and if they will be retroactive or only going forward. Tow also talks about a potential exit tax on citizens who are looking to leave the country, and what people who are considering Aliya should be asking.

Jan 25, 2022 • 26min
How to Talk to Your Kids About Money - Ep 62
Amy Castoro, President and CEO of The Williams Group, discusses how to talk to your children about money. She gives specific pointers on how to have the conversation with your kids, in order to make the transition of wealth as successful as possible.

Jan 17, 2022 • 32min
The Great Resignation – Ep 61
Where have all the employees gone? Evan Sohn, Chief Executive Officer of Recruiter.com (NASDAQ: RCRT), discusses the Great Resignation in the job market; how much is Corona-related, and whether it is here to stay. He also discusses the new “job-hopper economy” and what this means for investors.

Jan 10, 2022 • 32min
Making an Impact with Social Impact Investing - Ep 60
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Dalia Black, Founder, and CEO at Weave Impact joins us this week to discuss social impact investing and how it is interpreted differently by different investors. She also answers the age-old question: can investors make the same returns investing in impact as opposed to traditional investments?

Dec 21, 2021 • 27min
Investing in Cannabis: Is It Time to Get on the High? - Ep 59
This podcast is brought to you by Goldrock Capital at goldrockcap.com
Lilac Mandeles, CEO at TechforCann, discusses what risks investors should be aware of before investing in the cannabis market, and what the long and short term outlook is.


