Capital Club

Dr. Sri-Kumar is the President of Sri-Kumar Global Strategies, Inc., a Santa Monica, CA-based global macroeconomic consulting firm that advises multinational investors and sovereign wealth funds. Key Highlights: [00:01 -16:30] Economic Globalization: Risks and TrendsGlobalization is alive and stronger than beforeGlobalization on investment decisions for the next generation and non-domestic US marketsDiversify your asset allocation to countries that will benefit from the realignmentThe countries that Komal considers high risk [16:31 - 30:07] The US Economy’s Inflation ChallengeDr. Sri-Kumar predicts the effects of midterm elections on our relationship with ChinaThe real reason for the  high-inflation rate in the USAllocating assets in an inflationary environmentThe problem with not using the Consumer Price Index   [30:08 - 37:57] What Could Define The Future of InvestingThe Fed plans to on balance sheet reduction. What does that mean for us?Here are the major events you need to consider in making investment decisionsThe most significant geopolitical risk today [37:58 - 40:02] Closing SegmentEmail Dr. Sri-Kumar via srikumar@srikumarglobal.com and check out his website www.srikumarglobal.com for more information! Key Quote:“I think globalization is alive. It is going to be even more important in the future than it has been in the past.” - Komal Srikumar Connect with Komal Srikumar:Website: www.srikumarglobal.com Email: srikumar@srikumarglobal.com  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Derren Burrell is a professional money manager with 28 years of experience in both the public and private sectors.  Highlights of his active-duty service as an Air Force Financial Manager include managing $15 billion at the Pentagon, $12 billion on the front lines of Iraq & Afghanistan, and finishing up his career in the White House managing the President's communication budget.  Now, after 7 years in the financial private sector, he is in the process of capitalizing on his first fund, Veteran Ventures Capital -- an investment firm focused on scaling & growing veteran businesses. Key Highlights: [00:01 -07:30] The Transition from Military to Civilian LifeThe challenges veterans face in entrepreneurshipEqual opportunity for veterans is what pushed Derren to put up Veteran Ventures CapitalHelping veterans transition from the military to their private lives .[07:31 - 17:30] Veteran EntrepreneurshipTraits that make veterans great entrepreneursA significant decrease in the desire to have business due to a lack of network and fundingHelping pave the way for veterans to enter business with the government .[17:31 - 30:12] Getting a Fair Chance at BusinessVeteran Ventures Capital’s portfolio - assets focusing on national security and less focus on the medical sideGovernment ad private sector: Finding innovative ways to strengthen defenseHow the government provides a fair opportunity for veterans to compete with other contractors [30:13 - 34:53] Closing SegmentWant to engage and make a difference? Visit www.veteranventures.us and email Derren at derren@veteranventures.us Key Quotes:“There's a level of understanding that veterans have some ability to utilize what they've learned in the military, and then apply it to doing business with the government.” - Derren Burrell “History shows, and when and folks on our team have lived in the bay outperform given the opportunity. And it's not because of any magic sauce or anything, they're just not used to second place. Second place on the battlefield means you're dead.” - Derren Burrell  Connect with Derren:LinkedIn: https://www.linkedin.com/company/veteran-ventures-capital-llcTwitter: https://twitter.com/VenturesVeteranInstagram: http://instagram.com/veteran_venturesFacebook: https://www.facebook.com/veteranventurescapital Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Jason McCann is the CEO of Vari. It is his mission to help companies create environments that elevate people. He co-founded VariDesk in 2013, and the brand quickly became synonymous with sit-stand desks. Under his leadership, the company grew at an incredible pace and expanded its product and service offerings significantly, calling for its new, more inclusive name – Vari.  Today, the company has grown into a workspace innovation company that provides everything high-growth businesses need to unlock the potential of their workforce – from a full suite of office furniture to the workspaces themselves, offering space-as-a-service with VariSpace. A multi-tenant campus ideation lab designed to elevate the way businesses approach the office, VariSpace offers first-class amenities, fully furnished offices, and flexible lease terms to enterprise-level clients. Listen in! Key Highlights: [00:01 - 13:19]  Returning to the Office Turning a need into an opportunity: How Varidesk startedCreating a healthy space promoting collaboration and communication for returning employeesDesigning furniture that addresses ergonomics and office organizationThe advantages of an open-plan office layout - the present and future in mind [13:20 - 38:37] Resiliency Amidst Crisis The lessons Jason learned during Covid as an entrepreneurHow constant communication helps improve team moraleAdvice to business owners on how to create, maintain and scale a business cultureBeing grateful and present every day is the best way to prepare for the battlefield [38:38 - 40:24] Leaders Are Glue That Holds The Team Together How Jason manages his team amidst “The Great Resignation”Leaders need to find a way to balance their team members’ needJason’s take on work-life balance - the need to make an impact and add value [40:25 - 40:13] Closing Segment Visit www.vari.com for more insights! Key Quotes: “ I realized at that moment that as leaders, you have power through those painful moments.” - Jason McCann “Because I always put myself in the shoes of no matter how bad it is, how tough it is, for me, I guarantee you, there's another CEO or somebody out there that would trade places with me in a heartbeat for my problems that I bank.” - Jason McCann “Long term wins the battle.”- Jason McCann“Showing humility and grace allow us all to learn.” - Jason McCann Resources MentionedRyan HolidaySimon SinekTony HsiehJim SinegalJohn C. BogleSam WaltonSteve Jobs BooksGood to GreatThe Infinite Game  Connect with Jason McCannLinkedin: https://www.linkedin.com/in/jason-mccann-variTwitter: @workwithvari www.twitter.com/workwithvariFacebook: @workwithvari www.facebook.com/workwithvariInstagram: @workwithvari www.instagram.com/workwithvari Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Liam Bailey is the global head of research at Knight Frank, based in London. Liam runs a team providing insight on the world's key property markets. Listen in! Key Highlights: [00:01 - 15:41] Housing Market Still Supported Despite Pandemic Why homeowners should be positive about the longer-term outcome of the marketHouseholds have built up a lot of money, which can be used in the housing marketThe US housing market has been more affordable since the global financial crisis [15:42 - 23:14] The Future of Work: Uncertain, but Cities Will Remain a Vital Hub The future of cities is positive, with their role as incubators of growth and innovationThere is a real commitment from people to having fun after the pandemicThe future of the work/city relationships is a challenge for employers [23:15 - 47:36] Luxury Home Markets Recovering Despite Lockdowns The luxury home market on pandemic-related flight restrictions and lockdownsCross-border investment is still strong - changes in Southeast Asian marketsThe global macro investment market sees real value in sustainable development [47:37 - 48:53] Closing Segment Visit https://www.knightfrank.com/research for more insights! Key Quotes: “The pandemic has certainly made people rethink, you know, their jobs, employment, what they're prioritizing, and property. Their home is a really big central part of that with that… And it led to, you know, all these record levels of transactions in many markets, Europe, North America, even parts of Asia.” - Liam Bailey “If you are a homeowner, and you're concerned about the value of your home, I think there are reasons why you should be positive about the longer-term outcome because there are a number of things still in the market that are supporting prices, the levels they've reached. So, for example, supply is not an issue right now.” - Liam Bailey Connect with Liam:Linkedin: https://www.linkedin.com/in/liam-bailey-1264b720/?originalSubdomain=uk  Website: https://www.knightfrank.com/research Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Joining us today is Greg Romero, a management consultant and the Founder & Principal of Romero Solutions Group.  Greg helps small to mid-sized family businesses ($2-$50mm in revenue) with longer-term planning, specific strategic needs (e.g., profitability, business operating model redesign, growth, exit/transition preparation), and more tactical problem-solving.  Listen in! Key Highlights: [00:01 - 14:54] Private Businesses on Preparing for a Demographic Shift Greg discusses his work as a management consultant helping family businesses with their needsHaving a family therapist in order to avoid intergenerational conflictHow the shift in demographics created pressure on private businesses to sell [14:55 - 31:55] Family Business Leaders Should Know Their Options Preparing for the transition of family businesses selling or exiting their businessesCompanies must constantly evolve their mission and goals to keep up with their competitors Readiness for external pressures includes company history, values, governance, culture, and non-financial elements [31:56 - 33:26] Closing Segment Email Greg via greg@romerosolutionsgroup.com and check out his website https://www.romerosolutionsgroup.com/ for more information! Key Quotes: “The more open you are on the way things work, the more trust the employees will have for you.” - Greg Romero “As that third party, you have a unique or a good opportunity really to provide a perspective that that family members hopefully will not perceive as bias.” - Greg Romero Connect with Greg:Website: https://www.romerosolutionsgroup.com/ Email: greg@romerosolutionsgroup.com Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Kristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. She helps them think through and facilitates action needed to implement their estate plan, retirement plan, insurance coverage, funding education for children and/or grandchildren, and charitable giving strategies, and she does ongoing tax planning as it relates to their investment portfolios, which she customizes based on a client's appetite and ability to take risk and their need for liquidity. She has worked in financial services for 25 years and earned the right to use the Chartered Financial Analyst designation in 2004. She is also a Certified Financial Planner, and her firm Simon Quick Advisors, is a registered investment advisory firm with $5 billion in Assets Under Management, based in Morristown, NJ.Key Highlights:[00:01 -09:31] How to Preserve and Grow Your Portfolio Amidst Market VolatilityThe financial mistake people with large portfolios makeProtecting your portfolio from a volatile marketIn saving and investing, consider your age, and the market conditionsVolatility is different from risks. Risk is when there’s a permanent loss of capital.[09:32 - 19:00] Investment and Portfolio ManagementHolistic wealth planning can enhance your share portfolio than stock pickingWork with brokers that can effectively manage your taxes and rebalance your portfolio to your advantageThe common financial mistakes Kristin’s firm sees in new clients.[19:01 - 30:12] Investment Strategies for The Long TermUnderstanding the decision-makers in an estate planKristin’s view on using multiple managers to handle a portfolioKeep the long-term perspective in investing [30:13 - 32:00] Closing SegmentEmail Kristin via kbell@simonquickadvisors.com and check out his website https://simonquickadvisors.com for more information!Key Quotes:“In our 50s, we realize that we do have a lot to lose and less time to recoup losses.” - Kristin Bell“We have to put our client's interests ahead of our own, which is a really important distinction between brokers and, and someone at a registered investment advisory firm like ours.” - Kristin BellConnect with Kristin:Website: https://simonquickadvisors.comEmail: kbell@simonquickadvisors.com Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Stephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients.  After Stephen received his degree at Portobello Business College in Dublin, Ireland, he began his career in finance. He held financial and trading positions in New York City before joining Goldman Sachs as a Sales Trader in Equity Derivatives. When he returned to Ireland to put his experience in trading, risk, and financial markets at Goldman to good use, his entrepreneurial drive led him to establish his own financial services firm at GoldCore, where they advise clients on gold and silver purchasing and storage. Listen in! Key Highlights: [00:01 - 15:55] GoldCore CEO Talks About The Role Of Gold In A Diversified Portfolio GoldCore believes that the system will fail and that owning gold can help mitigate this riskStephen discusses being libertarian after becoming skeptical of big government and promisesWhen everything gets politicized, it becomes difficult to have an opinion on the right answers [15:56 - 40:06] Gold Keeps Maintaining Relative Value Amidst Dollar Loss of Purchasing Power Reducing counterpart risk through spreading gold around multiple vaultsThe world is headed for a systemic financial crisis - physical gold as a hedgeCryptocurrency technology on threatening the concept of the modern nation-state [40:07 - 41:21] Closing Segment Email Stephen via stephen.flood@goldcore.com and check out his website https://www.goldcore.com/ for more information! Key Quote: “Gold actually has an enormously powerful psychological benefit to investors. We recently just did a survey last week in the UK, and we asked people who own who have bought gold or who plan to buy gold and how they feel about inflation. They are significantly calmer about it whereas people who don't own gold or have never owned gold or don't plan to are much more nervous about the market and what inflation is going to do to their household balance sheets.” - Stephen Flood Connect with Stephen:Website: https://www.goldcore.com/ Twitter: https://twitter.com/GoldCore Linkedin: https://www.linkedin.com/in/stephen-flood-544905/ YouTube: https://www.youtube.com/user/GoldCoreLimited Email: stephen.flood@goldcore.com  Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Jeff Hays has 27 years of experience in the financial industry and was the co-founder of the institutional asset management company Hays Advisory and ran the company until 2019. Following his exit, Jeff launched Tiger 21 in Nashville, a peer-to-peer learning company that caters to ultra-high-net-worth individuals and families.Listen in!Key Highlights:[00:01 - 17:23] A Wealth Experience NetworkDefining ultra-high-net-worth individuals within the family office spaceJeff discusses the history of Tiger 21 and its influence on the industryAssisting the first generation of wealth creators in their shift to the stay rich business[17:24 - 31:12] Creating a Safe Space for High-Net-Worth IndividualsBeing vulnerable and open can lead to rewarding and life-changing experiencesHelping individuals find a new purpose and reinvigorate into life thru the Tiger communityContributing to the formation of a 2.0 framework that can lead to success for individuals[31:13 - 36:12] The Future of Tiger 21 and Its Global CommunityExpanding Tiger’s presence throughout the community and the world Focusing on all aspects of wealth, such as health and wellbeing, legacy planning, and investing strategies[36:13 - 39:23] Closing SegmentEmail Jay via jeff@jhconsulting.llc and check out his website https://tiger21.com/ for more information!Key Quotes:“So what you ultimately have to do to be successful in a 2.0 is reset your values and find a different way to view what makes you successful. A lot of people, if they're not performing, they feel super guilty.… But somewhere, somehow you have to reframe your value proposition to where it's no longer about your performance. And it's more about something else that has a deeper, more impactful meeting.” - Jeff Hays“The difficult thing is no matter what pursuit you start going after, whatever it is, until you change the performance mindset, you're gonna fall into the same trap. You're gonna never reach the goal line. And so I feel like, it's really much more about becoming comfortable with who you are and finding a new purpose internally.” - Jeff Hays“The way I think about my approach is if I can keep the second and third generations from becoming a mess because of something we've done, it's hugely impactful to our world.” - Jeff HaysConnect with Jeff:Website: https://tiger21.com/Email: jeff@jhconsulting.llcConnect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Dennis Crowley is the President, Private Transactions for Trellis Software, a FinTech platform for the issuance, placement, management, and trading of alternative assets. He is an accomplished Senior Executive and Entrepreneur with nearly 30 years of experience across the technology, services, and security industries. Listen in!Key Highlights:[00:01 - 13:59] Sales are About Generosity, not SelfishnessFinTech is defined as anything that uses modern technology to connect to financial serviceHow alternative investment firms are making investments in private securities easierThe challenges these firms face in providing this service to their clients.The alternative term "private investment" is a misnomer because high net worth individuals and families have been investing outside of the public stock market for years.Technology has helped make these firms more efficient and allowed them to expand their services to beta customers.[14:00 - 30:17] Access to Private Security Investments is Easier Than Ever As private investing becomes more accessible and popular, investors need to prioritize diligence and make informed decisions.A private security offering is a type of investment that is typically more difficult to access than public securities. This is because the flow of information between the various parties involved is crucial for success.Trellis Platform provides exclusive access to alternative investment opportunities, premium content, and education, while also providing an affinity peer-to-peer network of industry professionals.Trellis Platforms functions as a marketplace facilitator while protecting its intermediaries.[30:18 - 40:34] Democratizing Non-Traditional Investment SourcesHow Trellis Platform facilitates transactions between investors and companies, as well as provides support for one-on-one interactions.It is in Silicon Valley’s best interest to prioritize larger companies with more spending power instead of smaller VCs, this is why Trellis aims to make more opportunities accessible to more people. Trellis is building a standalone product that will allow users to control their identity’s safety and access it through a token system.[40:35 - 41:52] Closing SegmentConnect with Dennis Crowley through his website,  www.trellisplatform.comKey Quotes:“Fintech is advancing modern technology that connects somehow in the financial service world.” – Dennis Crowley“There's a lot of money out there and people just don't know what to do with it or where to put it. At the same time, there are a lot of companies that go through the traditional routes and it's hard for the VCs to get to them all. We all have natural biases; Silicon Valley takes care of Silicon Valley and if you're not part of it, often you're considered a secondary class company out there.” – Dennis Crowley“Hopefully a platform like ours and others that are coming out are going to help take away that process and allow people to have direct access to opportunities, see them easier, and make better decisions.” – Dennis CrowleyConnect with Dennis:Website: www.trellisplatform.comFacebook: https://www.facebook.com/trellissoftwareinc LinkedIn: https://www.linkedin.com/company/trellisplatformTwitter: https://twitter.com/trellisplatform Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.

Tom Noser is the President and Founder of Fortune’s Path, a multidisciplinary consultancy in product, marketing, and sales. Tom helped grow one of healthcare’s first SaaS companies from 1 million users to over 4 million while quadrupling revenue and achieving a 10x improvement in the stock price. He founded Fortune’s Path to help SaaS companies grow rich by pursuing virtue.Listen in!Key Highlights:[00:01 - 16:32]  Sales are About Generosity, not SelfishnessTom shares how his life’s foundation is based on the principles of the 12-step recoverySales are bringing joy to others and are a form of generosity instead of selfishnessCompanies grow rich by pursuing virtue - service is key to success in salesEmpathy for customers is key to successful sales, not relying on scripts[16:31 - 31:06] Defining Success and Virtue in Today’s WorldThe best salespeople make sales for the sake of it - the hunger for learning and experienceMoney gives us choices but does not shield us from all dangers - define what it means to be richStoicism emphasizes allowing for comfort and upholding virtue[31:05 - 39:22]  The Essence of Parenthood in Child DevelopmentThe importance of the parents’ presence with their children in developing deeper relationshipsHow empathy in the workplace is lacking, especially in many areas of healthcareTom shares his upcoming book, which will focus on helping people have fun and get rich[39:23 - 41:46] Closing SegmentEmail Tom via hello@fortunespath.com and check out his website https://fortunespath.com/ for more information!Key Quotes:“There is absolutely nothing selfish about the pursuit of excellence.” - Tom Noser“You're gonna have to balance things in your life and decide what it means for you to be rich. How much is enough? What are the things that enrich your life? Money gives us choices, but it doesn't protect us from bad things happening to us. It just gives us more resources.” - Tom NoserConnect with Tom:Website: https://fortunespath.com/ Email: hello@fortunespath.com Connect with me on LinkedIn!LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON! Hosted on Acast. See acast.com/privacy for more information.