Capital Club

If you’re growing rapidly way faster than your competitors that it makes you feel uneasy, you might be blitzscaling! What is this strategy and how could you incorporate it into your business? Join us today as Chris Yeh, the co-author (with Reid Hoffman) of Blitzscaling, and the co-founder of Blitzscaling Ventures and the Blitzscaling Academy talks us through how this strategy can help you achieve your goal much faster yet still being efficient. Let’s get right to it![00:01 - 03:00 ] Opening SegmentWelcoming Chris to the showBlitzscaling explained[03:02 - 41:10] The Power of Blitzscaling3 ways to measure scaling (Users and Customers, Revenues, EmployeesThe challenges of scaling fastBlitzscaling: A temporary strategyLooking at Meta (Facebook) Business ModelThe company culture’s role in scaling2 things to consider when valuing a blizscaling companyIs there still value in being a public companyChris top 2 interesting places to invest in tech now[46:48 - 50:55] Wrapping Up! Lightning Round with ChrisConnect with Chris on the links belowKey Quotes“Don't mistake being lucky for being smart.” - Chris Yeh“When there's such a big prize to be one, and when there's a lot of competition, it's riskier not to take a risk.” - Chris Yeh--------------------------------------------------------------------------------Connect with Chris:Website: https://chrisyeh.com/ Twitter:   https://twitter.com/chrisyehConnect with me:LinkedInLIKE, 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.

Wealthy families have a lot of complexities to deal with. There is a seemingly endless amount to organize, direct, and plan ahead for across their assets, activities, relationships, and many other aspects of their lives,  especially for families who want to develop a large and thriving family business that will last for generations.Frazer Rice, the Regional Director at Pendleton Square Trust, Author and Podcast Host of "Wealth Actually” discusses how the family office helps manage these complexities, the basic things you need to know, how to assess if you need a family office service and so much more! [00:01 - 10:57 ] Opening SegmentPendleton and its role in tax from a business, family, and private trust company perspectivePendleton trust services explainedPrivate Trust versus Corporate Trust company[11:31 - 21:06 ]  Family Office: Purpose, Benefits, and Services Zero Income Tax Capability & Asset ProtectionWhen do you need a family officeQuestions to ask yourself to assess your statusIntergenerational wealth issueTypes of taxes and how you could deal with them wiselyTax Avoidance versus Tax Evasion[25:48 - 39:59 ] Family Office Regulation Data Security How do you protect yourself from cyber-attacks?On new Asset Class (Cryptocurrency, NFT, etc.)The common characteristics to lead a successful multi-generation family[44:53 - 48:57] Wrapping Up! What makes Pendleton different from other trust companiesKey Quotes“If you're paying estate taxes or have some sort of liability, that's a good time to be thinking about trust structure.” - Frazer C. Rice“Understand exactly what you own and what that means. Then understand how it is custody and how you access it, etc. If you don't understand how its custody, you just shouldn't be playing in the space… Because if you don't understand how this stuff works, then you really fall prey, you won't understand why value goes up or down.” - Frazer C. Rice------------------------------------------------------------------------------------------Connect with Frazer:Website: frazerrice.com / pendletonsqquaretrust.comLinkedin, Instagram, and Twitter: @frazerriceConnect with me:LinkedInLIKE, 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.

How do you run a successful family business, preserve it and create wealth that will last from generation to generation?We are joined today by Nike Anani a Speaker, Author and Legacy Planning Consultant for family firms. She will walk us through the things that need to be considered when putting up a family business, especially in a country like Nigeria where discussing family wealth is considered taboo. A co-Founder of African Family Firms, a non-profit community of family businesses, she is passionate about educating entrepreneurs on how to create a lifetime legacy that transcends the family’s wealth but to the community and the entire country. Her work is focused more on creating the formality of building bridges from Africa, to the world, from the world to Africa. Tune in![00:01 - 09:24 ] Opening SegmentOn Africa being left out of many global conversationsNike’s story and how she got into family firms[09:49 - 17:42 ]  Starting a Successful Family BusinessThe challenge of building generational wealthThe right mindset to run a family businessThe pressure of being the wealth creator[18:22 - 25:35 ]Wealth Creation & Generational DifferencesThe challenge of next-gen when taking over the family businessUnderstanding the psychology of the founder and how you can  influence themThe younger generation is equipped!On gender and age inclusivityPlanning with legacy in mind[29:55 - 35:30 ] Wrapping Up! Nike on her new book: What’s her motivation behindThe 3 C’s that are critical success factors for business familiesThe conflict of a family business in today’s generation: Keeping it low versus putting it out there in this media ageKey Quotes“The future is looking to Africa.“ - Nike Anani“We have to move from individual rulership to collective leadership, which requires vision.“ - Nike Anani“They see us coming into the family business to work as dad worked was mom worked, but there's a way to add your skillset, your gifts, and your talents that might not necessarily look like the way your parents did.. there are many opportunities to add once skill sets that add value to the family business.“ - Nike Anani----------------------------------------------------------------------------------------Connect with Nike Anani: Website: https://nikeanani.comLinkedIn: https://www.linkedin.com/in/nikeanani/Instagram: https://www.instagram.com/nikeanani/Connect with me:LinkedInLIKE, 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.

Jack Roberts, CEO of OmniSolve, is a visionary and skillful executive who has directed as many as 1,500 employees globally in companies with revenues over $250 million and has built start-ups from the ground floor to profitable businesses. Roberts has led companies through start-up, survival, turnaround, and growth modes, employing his strengths in M&A, business development, and operational excellence.  In this episode Jack dives deep into the atomization technology, how this affects the people, planet, and profit, and the opportunities behind this technology. If it’s the first time you’ve ever heard about this term, then make sure to listen in untilt the end because Jack will walk us through everything you need to know! [00:01 - 08:33 ] Understanding Atomization Technology Jack talks about his background and what led him to OmniSolveThis technology was originally an R&D projectAtomization technology is really used to control dropletsThe state of affairs of the technology Early struggles of the technology [08:34 - 19:11 ] Commercialization, Market Fit, Privatization, and Monetization?Understanding how the technology solves a problem How the process looks like from a regulatory standpointDiving deep into the technology Understanding what “drift” is Getting into huge agricultural corporation Unpacking water purification[19:12 - 24:32 ] Wrapping Up! What attracted Jack to this opportunity Having the right structure and the right market What people need to know about nuclear submarines Connect with Jack through the links below ------------------------------------------------------------------------------------------Connect with Jack: Website: www.omnisolveco.comLinkedIn: www.linkedin.com/in/jackaroberts-1976Connect with me:LinkedInLIKE, 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.

Jimmy St Louis is an accomplished business professional, athlete, and entrepreneur with a 14-year portfolio of success driving strategic planning, business development, and innovative startups. He developed Franchise123 to create a new digital marketplace for entrepreneurs to achieve their dreams of owning their own business.In this episode, Jimmy dives into the world of franchising where he shares about how he  got into this business, how the ecosystem looks like and the opportunities in it, and he also talks about how you can identify if this business is right for you. Jimmy talks about the franchising book he wrote and how this masterpiece is equipping future franchisors the right tools and the basic know-how in order to succeed with the franchising world. All these and more in this episode, so make sure to tune in until the end! [00:01 - 13:15 ] The Opportunities in FranchisingJimmy talks about his background and how he arrived in the franchise businessWhy franchising is an attractive businessThe franchising ecosystem and its opportunitiesIt’s more than just fast foods and restaurants Helps businesses build a stronger brand[13:16 - 30:15 ] The Comprehensive Guide to Franchising SuccessThe reason behind writing this book Helping future franchisees understand the system and methods in franchisingArming people with the right tools to be successful Knowing if franchising is for youTaking note of trade offs that take place Understanding the Franchise Disclosure Document or FTDImportance of going through the franchise exercises [13:16 - 41:00 ] Managing Expectations in Franchising What are the expectations and how divergent are they across franchisorsMajority of the brands offer support Industry trends to watchout for Exit opportunities and liquidity Resources Mentioned:Warren Buffett's shareholder letters in 1980 and 1981The Money Masters by John Train Key Quotes: “In franchising, it’s about being in business for yourself, but not by yourself.” - Jimmie St Louis------------------------------------------------------------------------------------------Connect with Jimmy:Website: www.franchise123.comInstagram: https://www.instagram.com/franchise1_2_3/?hl=en Facebook: https://www.facebook.com/Franchise123TM/Linkedin: https://www.linkedin.com/in/jimmy-st-louis/Connect with me:LinkedInLIKE, 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.

Christopher Tate is the founder of the world's longest running trader mentor program that attracts traders from all over the world, Trading Game Pty Ltd. He is a trading veteran of 30 years and a best selling author of The Art of Trading and The Art of Options Trading in Australia, his brutally honest approach and meticulous pursuit of excellence, ensure that exceptional traders all around the world quote his market comments. Chris has seen all types of markets, traded practically every instrument available, and shown others how to profit from every market condition. He is in constant demand for his keynote speaking skills due to the outrageous success of his presentations for every major share trading exchange in Australia and he definitely has the skills to increase the probability of radically jump-starting business returns.In this episode, Chris and I talked about how it was like to work in investing and trading pre-Internet and how the advancement of technology had its own pros and cons. We also talked about the difference between being a trader and an investor, what it’s like to work with Chris and his approach, and his thoughts on market and trading trends. All this and more in this episode, so make sure to tune in until the end!How Technology Has Impacted Trading Chris shares how work was done prior to the InternetHow Internet has helped the industry but also introduced a lot of distractions The application of technology dictates whether it’s a good or a bad thingParallels Between Trading Apps and Game AppsBoth are designed with same psychological triggersHow the apps make you feel like you are in control If you don’t know the product they’re pitching, it means that you are the productDifference Between a Trader and an InvestorDifference based on the timeframeDifference based on intent Working with Chris and his approach Binging people up to speed with the tools Spend time learning about the psychology Reactions of Natural InstinctHuman behaviors are essential Ability to change our behavior and make necessary predictions Consuming media Tendency of comparison and how it removes joy Current Market Trends The efficiency of marketsGetting passive and active marketsKnowing what you want to do and your end game Biggest misconception about trading Resources Mentioned:Warren Buffett's shareholder letters in 1980 and 1981The Money Masters by John Train Key Quotes: “It is the application of the technology that dictates whether it is positive or negative.” -Christopher Tate “It's investing and trading and not about feeling good about doing less than making more.” - Christopher Tate ------------------------------------------------------------------------------------------Connect with Christopher:Email: chris@tradinggame.com.auWebsite: www.tradinggame.com.auConnect with me:LinkedInLIKE, 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.

Chris Cerrone is a Partner at Akre Capital Management. Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered restaurant and retail companies. He began his investment management career in 2007 as a junior equity research analyst with Century Capital Management in Boston. Chris graduated summa cum laude with a B.A. in economics from Tufts University.In this episode, I welcome Chris back on the podcast and talk about the meaning and the importance of quality in your investments. He shares with us the 3-legged stool analogy that perfectly symbolizes the “Nirvana” of business, the importance of finding happiness in small improvements, and how being disciplined and discerning can help businesses handle inflation better. All this and more in this episode so make sure to stay tuned until the end! Let’s Talk About Quality The importance of defining quality in the business Defining the “Nirvana” in businessIt's a superior businessIt’s exceptionally well-managedManagers can reinvest the naturally occurring excess capital, as well as they run the business enterprise The 3-legged stool - symbol for the Nirvana Simple, boring, and “un-sexy” approach The power of compoundingThe results are not boring Happiness Come from Small ImprovementsSifting Through the Wheat and the ChaffEnsuring quality Having discipline Importance of being discerning1st leg of the 3-legged stool analogy: Superior BusinessesDoes the business have competitive advantage?Does it have superior growth? Is there an element of anti fragility?How Inflation Impacts BusinessesLooking at history and using this to help build frameworks Inflation has always been part of the equation Importance of businesses to have pricing power Low levels of capital intensity Resources Mentioned:Warren Buffett's shareholder letters in 1980 and 1981The Money Masters by John Train Key Quotes: “The setting suits the strategy and with all the activity and frenetic innovation going on in some of the finance capitals, we're really happy to be where we are here.” - Chris Cerrone “It really is important to stay disciplined. be discerning, remember that you only have to do a few things well over an entire investing career to really get where you want to go. So you don't have to participate in the vast majority of what's going on out there.” - Chris Cerrone ------------------------------------------------------------------------------------------Connect with Chris:LinkedIn: https://www.linkedin.com/in/chris-c-40aba9140/Website: www.akrecapital.comListen to Chris’s previous Colloquium episode! Connect with me:LinkedInLIKE, 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 Burroughes is a Journalist at ClearView Financial Media. He is the Group Editor of the WealthBriefing family of newswires, including Family Wealth Report. Tom has been editor since March 2008, and prior to this, worked at UK magazine, The Business, and Reuters. He currently lives in London.In this episode, Tom dives deep into the state of play of family offices in Asia, Middle East, and Europe, how these regions differ from the way family offices are in the United States, and Tom also touches on how COVID as impacted family offices. [00:01 - 11:31 ] Introducing Tom to the Show Tom shares about the state of play of what is happening in the family office in terms of events and networking and activityFamily Offices are relatively young in the Middle EastSingapore as the the family office location in Asia European family offices market has a different dynamic from the US [11:32 - 17:23 ] Family Offices in Middle East The impact of COVID to Family OfficesGreat potential for Israel and UAE and other Gulf states to work with one anotherProperty market has become stronger in Dubai Family Offices are spending a lot of time dealing with intergenerational wealth transfer and business succession[17:24 - 40:25 ] Family Offices in EuropeThe ability of families to amass great wealth was much more difficult because the tax authorities took most of itBeing a multilingual continent, there may have not been the kind of same level of exchange of ideas amongst top European families about how to govern their affairs that there is in the USRegulation in Europe [40:26 - 43:26 ] Closing Segment Final thoughts Connect with Tom through the links below ------------------------------------------------------------------------------------------Connect with Tom:LinkedIn: www.linkedin.com/in/tomburroughesandwealthmanagementWebsite: www.wealthbriefing.comConnect with me:LinkedInLIKE, 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.

Spencer Hilligoss is the CEO & Co-Founder of Madison Investing, a real estate investment firm specializing in real estate syndications. As a passive investor and active syndicator, he understands the unique challenges that busy professionals face when starting out on their REI journey. Spencer’s mission is to arm investors with the know-how they need to make confident investment decisions tailored to their individual life goals.In this episode, Spencer dive deep into diversifying income through real estate and vetting real estate opportunities. We also went from talking about his experience in tech, rocking out in a band, taking social media breaks, and saying no to opportunities that are not aligned with your goals. Make sure to tune in until the end because he also shares with us books that he highly recommends. Listen in!Introducing Spencer to the Show Spencer shares about his backgroundGrew up being exposed with real estateSpent 13 years in tech before getting into real estateVetting Real Estate OpportunitiesChoosing to progress with smaller companiesThe power of frameworkingDiversifying income through real estateThe role of an allocator vs. role of the sponsor operator Learnings from the BusinessChoosing the right social media of choice Taking breaks because we all need breaks Importance of connecting meaningfully Choosing opportunitiesSaying no to things that are not aligned with your goals Resources Mentioned: EssentialismWhat I Talk About When I Talk About RunningMillionaire Real Estate InvestorTweetable Quotes“We put our money where our mouth is as investors, but we also take the time to truly vet and get to know these folks.” - Spencer Hilligoss ------------------------------------------------------------------------------------------Connect with Spencer:LinkedIn: https://www.linkedin.com/in/shilligoss/Website: www.madisoninvesting.comConnect with me:LinkedInLIKE, 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.

Jarrod is currently COO at Excelsior Capital, joining the team in June 2019 after spending five years in Public Accounting. He oversees all operational aspects of the business including Finance & Accounting, Marketing, Human Resources, Acquisitions, and Investor Relations. Prior to his current role he was the VP of Finance and Accounting at the company. Immediately prior to Excelsior, Jarrod was a Tax Manager at KraftCPAs in Nashville, TN focusing on medium-sized companies in a wide range of industries. He was also the Finance Director for the Susan G. Komen Race for a Cure of Middle Tennessee from 2017 to 2019. He began his career at BDO and is a Certified Public Accountant in the state of Tennessee, and has received both his B.S. and Master’s in Accounting from the University of Mississippi.In this episode, Jarrod will be sitting down with us and share his experience with career transitions and how it has turned out for him. We also talked about the growth, progress, and expansion of Excelsior in the midst of the pandemic and where we see the business in the coming years.  Listen in![00:01 – 05:46] Opening SegmentWelcoming Jarrod to the showJarrod shares his backgroundBeing open to new opportunities[05:47 – 14:38] Career Transitions How changing careers looked like Growing with the company Taking the company from point A to point B Investor relations and the investor journey [14:38 – 46:24] Growth, Progress, and Expansion Excelsior’s key improvements Scaling the business Improving on utilizing tools to reach more peopleBusiness in the middle of COVIDPriorities for the coming year [46:25 – 49:21] Closing SegmentMore insights and learningHow you can connect with Jarrod Closing wordsTweetable Quotes“Our goal since day one is if you invest with us, that's great, we want to take care of you, and we're going to do so. But more than that, we want to kind of break the noise and be that resource for people.” - Jarrod Arnold ------------------------------------------------------------------------------------------Connect with Jarrod:LinkedIn: https://www.linkedin.com/in/jarrod-arnold-cpa-a3904a40/Connect with me:LinkedInLIKE, 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.