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Tech Equity and Money Talk

Latest episodes

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Nov 14, 2023 • 59min

028: Unveiling Investment Strategies of Family Offices

Episode 28: Unveiling Investment Strategies of Family OfficesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!Family offices, established by high-net-worth families, offer a unique approach to managing and investing wealth. They invest in a wide range of asset classes, including public and private equity, real estate, and hedge funds. It’s a very different world from working in tech.  But Marco Quevedo would beg to differ. His career trajectory has been nothing short of extraordinary. In this episode, Marco shares how he leveraged his technical background as a software engineer to make a seamless transition into the world of family offices. He delves into the intricacies of single-family offices and their role in investment decision-making. He eloquently explained how these entities operate and the factors that heavily influence their investment strategies. Tune in now to the latest episode of Tech Equity and Money Talk with Christopher Nelson to gain unprecedented insights into family office investment strategies. Uncover the secrets of success, gain a competitive advantage, and position yourself for an exceptional future in the world of finance. Connect with Marco Quevedo on LinkedIn - https://www.linkedin.com/in/marcoquevedo
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Nov 7, 2023 • 54min

027: Tech Equity Explained - What You Need to Know to Get Started

Episode 27: Tech Equity Explained - What You Need to Know to Get StartedReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!Harnessing the power of tech equity might just be the game-changer you've been looking for.In our latest episode of the Tech Equity and Money Talk podcast, Christopher Nelson reveals the secrets to leveraging tech equity for enhanced career compensation.Navigating the realm of equity agreements can be daunting, but fear not! Christopher provides expert guidance to help you confidently maneuver through the intricacies of these agreements. Learn how to optimize your potential benefits, negotiate effectively, and secure a win-win situation for yourself and your employer.But before diving into the details, let's address the elephant in the room: private equity vs. public equity. Christopher breaks down the differences, enabling you to make informed decisions about the types of equity opportunities that align with your career goals.Curious about the impact of equity compensation on your overall income? Our episode sheds light on the potential financial rewards and the importance of seeking out equity opportunities.And that's not all – we explore the different types of stock options and emphasize the significance of understanding the details of stock agreements. Christopher provides practical insights to empower you to make confident choices when it comes to stock options – the gateway to your financial success.No journey towards financial independence is complete without a clear plan. Christopher emphasizes the necessity of devising a sound financial strategy that complements your career aspirations. With the right plan in place, you can pave the way to greater financial freedom.Ready to ignite your career earnings? Tune in to our latest episode to unravel the mysteries of tech equity and discover how it can revolutionize your financial future.
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Oct 31, 2023 • 51min

026: Tech Equity and Money: Revolutionizing Financial Freedom for Employees

Episode 26: Tech Equity and Money: Revolutionizing Financial Freedom for EmployeesReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!What if I told you there’s a better way to live your life than to live it paycheck-to-paycheck? It’s time to unlock the key to financial freedom! Join Christopher Nelson in this episode of Tech Equity and Money Talk, as he shares his personal journey and game-changing strategies for revolutionizing your financial future. Inspired by the groundbreaking book "Rich Dad, Poor Dad," Christopher opens up about the impact it had on his perspective and how it propelled him on a path to financial freedom. Discover how he navigated the challenges of balancing a podcast and writing a book simultaneously, while providing valuable insights on being intentional and mindful in your career and financial decisions. Christopher's upcoming book is your missing "how to" guide, filled with actionable strategies to empower you on your journey to financial freedom. Gain valuable insights into managing yourself, coaching others, and building strong teams within the tech industry. Christopher's mission to help 1,000 technology employees achieve financial freedom is intertwined with his plans to launch an education and media brand. Be inspired to make choices and take control of your financial future. Join us now on Tech Equity and Money Talk to elevate your financial literacy, avoid common financial mistakes, and build a team of professionals to support your growth. It's time to maximize your potential and embrace the financial freedom you deserve. Tune in to this episode and take the first step towards a brighter financial future! Connect with Christopher Nelson:LinkedIn - https://www.linkedin.com/in/christophercnelsonWealthward Capital - https://www.wealthward.com/  Follow Tech Careers and Money TalkWebsite - https://www.techequityandmoneytalk.com/ LinkedIn - https://www.linkedin.com/company/tech-careers-and-money-talk/ YouTube - https://www.youtube.com/channel/UCSpSmXp9Hd_hUdrRKjNaOGw Instagram - https://www.instagram.com/techcareersandmoneytalk/ 
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Oct 24, 2023 • 1h 17min

025: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEO

Episode 25: Unlocking CEO Skills: Emiliano’s Journey from Developer to CEOReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!The future of work is CEO-led. Here’s how you can get there. In our latest episode of Tech Equity and Money Talk, host Christopher sits down with Emiliano Berenbaum, an industry expert and successful entrepreneur, to discuss the skills needed to transition from coding to leading a company. Throughout the episode, Emiliano emphasizes the importance of supporting and simplifying products, focusing on the results a company aims to achieve. He also highlights the transition from point releases to the software-as-a-service model and discusses the difference between computer science and software engineering. In addition to his technical expertise, Emiliano also shares his experiences and insights from building a software company for acquisition. He talks about the challenges of scaling and logistics in the software industry, as well as the important topic of acquisitions, including retaining key employees and the legal preparations involved. Emiliano's impressive career trajectory took him from being an architect at Okta, where he played a vital role in growing and scaling the company, to joining Splunk to assist with their cloud solution. But he didn't stop there - Emiliano made the bold decision to start his own company. Tune in as he shares his experiences and insights from building a software company for acquisition. Listen now to gain valuable knowledge and inspiration on how to make the leap from developer to CEO. Connect with Emiliano BerenbaumLinkedIn - https://www.linkedin.com/in/eberenb/Trustle - https://www.trustle.com/ 
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Oct 17, 2023 • 55min

024: Ben Fraser’s Journey: Growing Up with a Tech Dad to Private Equity Fund Manager

Episode 24: Ben Fraser’s Journey: Growing Up with a Tech Dad to Private Equity Fund ManagerReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!Let’s talk about the investment strategies that the rich don't want you to know. In this episode of Tech Equity and Money Talk, guest Ben Fraser, Chief Investment Officer at Aspen Funds, unveils the tried-and-true strategies that propel the financial success of high-net-worth individuals.  From private equity and real estate to private equity businesses, discover the core pillars that form the bedrock of these ultra-wealthy portfolios. He breaks down private equity debt funds and the concept of the capital stack, emphasizing the opportunity in lower-risk investments and the importance of income-focused investments in a portfolio. Discover the essential strategies for evaluating investment opportunities and conducting risk assessments—an insider's guide to minimizing potential pitfalls. He talks about the unique challenges and risks associated with oil and gas investments, offering valuable advice for navigating this specialized sector. In the grand tapestry of wealth building, Ben reminds us of the significance of playing the long game. Tune in to learn how patience and perseverance can pave the path to prosperity. Moreover, Ben highlights the immeasurable value of connections and partnerships in personal and professional growth, leaving you inspired to nurture and expand your network. To learn more about the investment strategies of the ultra-wealthy and Ben Fraser's insights, tune in to this episode of Tech Equity and Money Talk! Connect with Ben FraserAspen Funds - https://aspenfunds.us/LinkedIn - https://www.linkedin.com/in/benwfraser/Invest Like a Billionaire Podcast - https://aspenfunds.us/podcast/ 
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Oct 10, 2023 • 29min

023: Mike Kim and the Power of Career Capital: Show Your True Value

Episode 23: Mike Kim and the Power of Career Capital: Show Your True ValueReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!Personal branding and storytelling are essential for building your career capital in the tech industry. In this episode of Tech Equity and Money Talk, Mike Kim interviews Christopher Nelson about how to use these powerful tools to your advantage. Discover the importance of effectively communicating your career capital as Christopher shares his personal journey of articulating his expertise and value. Gain valuable insights on transforming tactical actions into strategic business outcomes, propelling your success to new heights. As the conversation unfolds, explore the shifting landscape of leadership styles and the profound impact of soft skills, including communication and leadership, in today's fast-paced tech environment. Christopher underscores the significance of emotional well-being and fostering open communication within teams, while Mike emphasizes the unparalleled power of storytelling in crafting a compelling personal brand. Don't miss this opportunity to unlock your full potential in the tech industry! Tune in to this thought-provoking episode and gain the knowledge, tips, and strategies you need to effectively communicate your value and maximize your career capital. Listen now! 
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Oct 3, 2023 • 1h 4min

022: Jeremy Roll's Investment Strategies: From Corporate to Cash Flow

Episode 22: Jeremy Roll's Investment Strategies: From Corporate to Cash FlowReady to explore the latest in tech careers and financial insights? Click here now for an eye-opening journey at https://www.techequityandmoneynews.com/!Real estate investing can be a great way to build wealth, but it's important to have sound investment strategies. In this episode of Tech Equity and Money Talk, Christopher Nelson sits down with Jeremy Roll to discuss his investment strategies and the importance of long-term thinking. They delve into the potential impacts of economic factors on property values and share valuable insights on the significance of building trustworthy relationships in the investment world. But the conversation doesn't stop there. Listen in as Christopher and Jeremy discuss the nuances of investing in different markets and the role that crowdfunding platforms play in the world of real estate investment. They also dive into the key considerations when analyzing underwriting assumptions that can make or break your investments. Ready to take your real estate investment game to the next level? Tune in now to this informative episode and get expert knowledge that will help you make smart investment decisions. Don't wait any longer - listen to Tech Equity and Money Talk with Christopher Nelson and Jeremy Roll today! Connect with Jeremy Roll on LinkedIn
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4 snips
Sep 26, 2023 • 1h 2min

021: Executive Transformation in Action: How Matt Doan Redefined Success and Balance

Entrepreneur and executive coach, Matt Doan, explores the challenges of burnout in the corporate world and the transformative journey towards entrepreneurship. The conversation delves into different models of entrepreneurship and emphasizes the significance of aligning your business with your values. This episode delivers a deep exploration of burnout and entrepreneurship, as well as practical guidance on finding alignment and fulfillment.
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10 snips
Sep 19, 2023 • 41min

020: Alternative Investments Explained: SEC Regulations, Real Estate, and Building Wealth with Christopher Nelson

Christopher Nelson, a seasoned investor and entrepreneur, shares a masterclass on private equity and alternative investments. He highlights how these strategies can significantly boost wealth and discusses the evolving regulations surrounding them. Nelson delves into real estate as a key asset class, emphasizing its potential for passive income and portfolio diversification. He also critiques traditional financial advisors and stresses the importance of informed decision-making in navigating the risks and rewards of alternative investments.
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Sep 12, 2023 • 1h 16min

019: Special Operations Leadership: How Quay Barnett Transformed Warfare Techniques into Business Success

Quay Barnett, a military veteran and Chief Revenue Officer of StriveWorks, shares his remarkable transition from special operations to tech. He discusses the crucial role of mentorship and effective communication in both military and business environments. Quay emphasizes managing stress, avoiding burnout, and the importance of teamwork in achieving success. He also highlights the significance of storytelling in articulating value and reflects on his passion for cars, continuous learning, and balancing career with personal well-being.

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