Capital Club

Max Anderson is the Chief Revenue Officer of 360 Privacy - a digital identity and reputation management company that safeguards executives, athletes, influencers, artists, and high net worth families. 360 Privacy's proprietary technology detects and deletes personally identifiable information from over 320 publicly accessible websites.In this episode, Max opens our eyes to what actually happens to the information we use when we sign up for gym and grocery memberships. Max helps us understand what digital protection really means, when to know if you need extra services to keep your digital information safe, and what you can do to balance your online presence and digital privacy. Listen in![00:01 – 05:11] Opening SegmentWelcoming Max to the showMax shares his backgroundUnderstanding digital protection[05:12 – 21:33] Being Smarter OnlineBalancing online presence and digital privacyPrivate information being available online Keeping your online presence safeHow it works Most typical threatUsing devices on unsecure networks Targeted spear phishing [21:34 – 33:51] Understanding the Next Level of Service ProvidersWhat digital hardening meansHow to know if you need an extra layer of protectionHousekeeping items that people should be aware ofBe smart of the things that you post on social media Set-up a guest network for your guests [28:55 – 39:07] Closing SegmentLightning round How you can connect with MaxClosing wordsTweetable Quotes“And so that's kind of how we set up is we make you the kind of the hardest egg to crack, if you will.” - Max Anderson“Our mentality is that there are no barriers, there are no challenges that are too difficult for us to solve.” - Max Anderson ------------------------------------------------------------------------------------------Connect with Max:Website: 360privacy.ioE-mail: info@360privacy.ioConnect 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.

Seth Keller is currently working as the Director of Investments & Business Development for Tokenizer, a tokenization platform that allows users to create, issue, and manage security tokens. Prior to this Seth had a career in Corporate & Investment Banking that he left in early 2021 after 5 years.In this episode, Seth goes in-depth on the Tokenization concept, how it works, and what you should watch out for when you want to get into tokenizing. Seth talks about all the possibilities of tokenizing and the risks to consider before diving into this whole new ecosystem. Listen in![00:01 – 03:18] Opening SegmentWelcoming Seth to the showSeth shares his backgroundThe act of “tokenizing” [03:19 – 15:09] Understanding Tokenization How ownership interests on paper differ from “Tokenization” The major difference is liquidity Works for any private investment How Tokenization worksThe life cycle of the tokens How the regulatory oversight looks like Security of the tokens [15:10 – 28:54] Motivation to Tokenize Seth talks about getting into cryptocurrency What makes the ecosystem exciting The risks involved in the new ecosystem Aspirations for tokenization [28:55 – 39:07] Closing SegmentBigger players getting involved in cryptocurrencyThe questions to ask, red flags, and evaluating cryptocurrency How you can connect with SethClosing wordsTweetable Quotes“This digitization and fractionalization of asset ownership, early innings, but it's clearly the direction the entire industry is heading.” - Brian C. Adams“Yeah, it's all about compatibility. blockchains are an accepted word. And cryptocurrencies are becoming accepted. We're now to and then once everyone is comfortable with tokenization.” - Seth Keller------------------------------------------------------------------------------------------Connect with Seth:LinkedIn: https://www.linkedin.com/in/seth-keller-003155b8/Twitter: www.twitter.com/seth_keller1Connect 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.

Eva Yazhari is a seasoned investor, a conscious entrepreneur, an author, and the general partner of Beyond Capital Ventures, an early-stage impact venture capital fund offering a diversified portfolio of early-stage purpose-driven companies in need-to-have sectors in emerging markets. Previously, Yazhari was vice president at EnTrust Capital Inc. Her team invested over $5 billion in top hedge funds. She specialized in due diligence, underlying fund portfolio analysis, and shareholder activism.In this episode, Eva walks us through the definition of ESGs, impact investing, and conscious investing. She dives into the importance of defining your personal values in order to align them with conscious investments that truly matter to you, and she also shares with us several resources to jumpstart your conscious investments. Listen in![00:01 – 04:14] Opening SegmentWelcoming Eva to the showEva shares about her experience[04:15 – 22:17] Becoming a Conscious Investor Defining what ESG isEnvironment, social, and government investingMore passive than impact investing Defining what Conscious Investing isOpening the discussion that ESG is not enough The importance of liquidity in a portfolio Different ways to become a conscious investorImportance of defining your values before investing Very personal What are you passionate about?Best practices to deep dive in existing investmentsAreas that require philanthropy supportWhat conscious investing can give that philanthropy cant[22:18 – 31:43] The Language of Money Seeing money as one element of wealthPutting impact and financial return on the same plane Importance of transparency and building relationshipsPracticing wealth consciousnessWealth is more than money [31:43 – 45:36] Closing SegmentThe journey of finding opportunitiesConscious investing resources and recommendationsHow you can connect with Eva Closing wordsResources Mentioned: Conscious Leadership: Elevating Humanity Through BusinessCoached with Keren EldadThe FlipAfrica DailyHow I Built This by Guy RazTweetable Quotes“The first step is really defining your values. What are you passionate about? I mean, I think the trickiest part about impact is that it is so personal. And we are used to investing in a way that is relatively commoditized, templated, process driven..” - Eva Yazhari“Sit there and ask yourself, do you want to own those companies? Do you believe that the leaders of those companies are conscious? Are they thinking about all stakeholders?” - Eva Yazhari------------------------------------------------------------------------------------------Connect with Eva :Website: www.thegoodyourmoneycando.comIG: @consciousinvestorLinkedIn: https://www.linkedin.com/in/eva-yazhari/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.

Zain Jaffer is an accomplished investor and entrepreneur. He started his first company at the age of 14 and later moved to the US as an immigrant to found Vungle, which was sold to Blackstone for $780 million in all cash transactions in late 2019. He actively manages his own family office with a particular focus on real estate and startups.In this episode, Zain and I talk about investing in real estate and in property technology. Zain talks about the current state of play in both real estate and PropTech, and discusses his thoughts on running a family office. He also shares about his experience as an immigrant entrepreneur and how having the right hunger and motivation is important in starting a business. Listen in![00:01 – 03:20] Opening SegmentWelcoming Zain to the showZain shares about his experience[03:21 – 16:30] Experiences and Lessons as an Immigrant EntrepreneurHow his experience as an immigrant pushed him to be an entrepreneurImmigrant parents tend to be risk averseHaving the hunger to be different Importance of safety nets for immigrantsFear of blowing away moneyHaving a tremendous fiscal responsibilityImportance of having the hunger and motivationHaving a vision and no back-up Lessons and takeaways from experience Avoid the hype around raising fundingFocus on your core [16:31 – 38:58] Investing in Real Estate and Property Technology The current state of play in real estate Different risk reward ratio at the moment Multifamily as the safest assetSingle family home is the hottest assetInvesting in Property Technology PropTech as one of the best possible areas of investment in the VC landscapeFintech is exploding Now is the time for PropTech Running a family office Considering the flavor of the capital Definition of family office [38:59 – 45:36] Closing SegmentFactoring in luck both in starting a business and investing in businessesResources that Zain finds information and stories How you can connect with ZainClosing wordsTweetable Quotes“So you have this hunger. And you also have around you not many positive role models, so you have to find your own way.” - Zain Jaffer “I think that's a word of caution to some of the things it's very easy to replicate and compete with some good GPS, you've got to build competence if you're going to do it.” - Zain Jaffer------------------------------------------------------------------------------------------Connect with Zain:Website: www.zain-ventures.comTwitter: @zainjafferConnect 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.

Matthew Klein is the Founder of The Overshoot, a premium subscription research service focused on the global economy, financial markets, and public policy. He is the co-author of Trade Wars Are Class Wars and the winner of the 2021 Lionel Gelber Prize. Matt was also previously the Economics Commentator at Barron's, and he has written for the Financial Times, Bloomberg View, and The Economist.In this episode, Matt and I talk about inflation and the wealth gap in the US. Matt talks about the contributing factors to inflation and where he thinks it is heading. Matt also shares his thoughts on inequality and the wealth gap and how the US demographics compare to other countries today. Listen in![00:01 – 03:00] Opening SegmentWelcoming Matt to the showMatt shares his background[03:01 – 19:30] Contributing Factors to InflationHow inflation, interest rates, demographics, and central banks work togetherMonetary policyPolitical influenceAre we in a cycle of bubbles?The federal government’s impactDebt to GDP ratioIs neutral inflation possible in the short term?[19:31 – 34:36] US Demographics and Wealth GapMatt’s thoughts on inequality and wealth gapQuantitative easingThe US’ demographics compared to the worldBuying domestic equities in the US: will it change?Matt on wages being flat[34:37 – 40:00] Closing SegmentWhat investors need to view as signs and signalsThe continuous emergence of the tech services industryHow you can connect with MattClosing wordsTweetable Quotes“I don't think we're doomed, in other words, to be locked into this cycle of bubbles that lead to weak growth, and then bust, then lead to weaker growth. I think that's essentially a choice, and we could make a different choice.” - Matthew Klein“One of the reasons I'm relatively optimistic about the potential of the next decade is because looking at what's happened with household balance sheets, since the financial crisis, it really has been a big change, and especially recently with the money that was paid out. So I think that's really interesting.” - Matthew Klein------------------------------------------------------------------------------------------Connect with Matthew:Website: https://theovershoot.co/ Twitter: @m_c_kleinConnect 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.

Sarry Ibrahim is a financial planner and member of the Bank On Yourself Organization. He helps real estate investors, business owners, and full-time employees grow safe and predictable wealth regardless of market conditions using a financial strategy that has been around for over 160years. Sarry started this journey when he was in grad school completing his MBA. He worked for companies like Allstate, Blue Cross Blue Shield, Cigna Healthspring, and Humana before founding Financial Asset Protection, a financial services firm that focuses on one sole concept; the Bank On Yourself Concept, also known as the Infinite Banking Concept.In this episode, Sarry goes in-depth on the infinite banking concept, how it works, and how you can use it to your advantage as an investor. Sarry talks about why the infinite banking concept is a long-term strategy and tells us when the concept works well and how to know if it’s the right strategy for you. Listen in![00:01 – 02:27] Opening SegmentWelcoming Sarry to the showSarry shares his backgroundHow he learned about the infinite banking concept[02:28 – 10:56] The Infinite Banking ConceptWhat is infinite banking?Its uses and advantagesWhy infinite banking is a long-term strategyCoupling the infinite banking concept with commercial real estate investingHow it worksTax benefits[10:57 – 15:59] Using Infinite Banking to Your AdvantageWhere infinite banking will work wellInvestment typesTax objectivesInstances when infinite banking is not the right fitSarry on the state of the current real estate market[16:00 – 21:16] Closing SegmentBest practices in financeIt’s who, not howSarry’s definition of financial freedomHow you can connect with SarryClosing wordsTweetable Quotes“Real estate, obviously, is a little bit tricky because of the spike in market values. But at the same time, I think that there are still opportunities in different spaces, [like] commercial, self-storage, and so many different things. That's why I'm a fan of diversifying with different syndications and different private equity firms that can do different things.” - Sarry Ibrahim “It's really important to guarantee your ability to borrow against an asset that'll increase in value, even when you borrow against it.” - Sarry Ibrahim------------------------------------------------------------------------------------------Connect with Sarry:LinkedIn: https://www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you/Website: https://finassetprotection.com/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.

Austin Rissler is a mathematician and geopolitical scientist, by training, who found his way into commercial banking a decade ago. When he's not working with c-suites to optimize capital strategies, he spends his time hiking outdoors with his wife and three kids.In this episode, Austin talks about how he and Fifth Third Bank help family offices work through diversification, acquisitions, and transitions. He shares why working through these and making investment decisions come down to the families’ priorities. He also talks about what makes a transition of wealth or decision-making authority in family offices successful. Austin will also talk about what most family offices are worried about right now. Listen in![00:01 – 05:33] Opening SegmentWelcoming Austin to the showHe shares his backgroundAustin’s path to commercial bankingAustin on being “industry-agnostic”[05:34 – 20:29] Working through Diversification and AcquisitionsWhat compelled Austin to move to Fifth Third BankHow he defines a family officeFifth Third’s partnership with family officesHow he helps families work through diversificationWhy it’s driven by prioritiesIdentifying potential acquisitionsWhat makes a family office successful in uncertain times[20:30 – 31:16] What Makes Transitions in a Family Office SuccessfulTransitioning of wealth and decision-making in a family officeIt doesn’t happen overnightWhere Austin see bumps during transitionsThe biggest worries in the family office community right nowGetting smart on potential investmentsAre most families bullish or bearish on their underlying investments?[31:17 – 37:01] Closing SegmentAustin and I talk about Vanderbilt FootballHow you can connect with AustinClosing wordsTweetable Quotes“There are going to be some deals out there that are fantastic deals for equity, there are fantastic deals for debt, and then, a lot of them are out there where it sits right in between – that's really the sweet spot that we want to try and work with our family office partners to find.” - Austin Rissler “What I've seen is that the most successful family offices are those that can maintain their excitement around an investment, around deploying capital, but can also maintain a discipline both through their diligence process and their investments.” - Austin Rissler------------------------------------------------------------------------------------------Connect with Austin:LinkedIn: https://www.linkedin.com/in/austin-rissler-a819709/Phone: 615-687-8068Email: Austin.Rissler@53.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.

Adam Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.In this episode, Adam talks about what has transpired in the oil and gas industry during the span of the COVID-19 pandemic. He will share how the industry has been affected and what the future looks like for the market moving forward. Adam also talks about how different parts of the world are promoting and moving to decarbonization and renewable energy. He also shares his thoughts on the best investment ideas today. Listen in![00:01 – 03:29] Opening SegmentWelcoming Adam to the showAdam shares his background[03:30 – 17:11] The Current State of the Oil and Gas MarketAdam’s thoughts on the oil marketThe effect of the COVID-19 pandemic on the oil industryHow leading organizations responded to the crisisWhat makes an oil company investable today[17:12 – 31:20] Decarbonization and Renewable EnergyThe positive effects of decarbonizationA look at renewable energyThe impact of electric vehicles on decarbonizationHow the rest of the world is promoting decarbonizationAre we entering into a commodity supercycle?[32:21 – 42:01] The Best Investment Ideas Right NowOil and gas-related equitiesUranium, copper, and agricultural securitiesAdam on investing in goldWhat Adam is bearish onHis thoughts on cryptocurrencyClosing wordsTweetable Quotes“I think as people begin to think about the world as potentially supply-constrained in oil, those companies that have their high-quality assets will be interesting.” - Adam Rozencwajg“Things don't typically go from radically undervalued to average. They tend to go from radically undervalued to radically overvalued. So I think that oil and gas represent still, even after this run, the most dramatic opportunity we've seen probably in our investment lifetime.” - Adam Rozencwajg------------------------------------------------------------------------------------------Connect with Adam:Website: gorozen.comLinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/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.

Jim Underhill has an impressive resume in commercial real estate, with an entrepreneurial background that has had him launching a number of businesses, to running one of the largest RE firms in the world as CEO of the Americas for Cushman & Wakefield. He has now moved to the disruption side of the business as the Executive Chairman of TenantBase, which is looking to empower commercial tenants and change how transactions get completed.In this episode, Jim talks about how the continuous influence of technology has made a positive impact on commercial real estate services and brokerage. He shares how thriving commercial brokerage firms today use technology to disrupt the industry and why efficiency and transparency are key to attracting customers. Jim also shares his thoughts on the status of commercial real estate post-COVID and talks about TenantBase’s services. Listen in! [00:01 – 07:24] Opening SegmentWelcoming Jim to the showJim shares his backgroundWorking with Roger Staubach[07:25 – 15:24] The Role of Tech in the Evolution of Commercial Brokerage FirmsThe evolution of the commercial brokerage firmsHow CB firms are using today’s technology to make an impactChanges in the role of a brokerEfficiency and transparency[15:25 – 27:10] TenantBase and the Status of PropTech TodayThe state of PropTechThe three buckets of PropTechData aggregationProductivity enhancement toolsDisruptersJim talks about TenantBaseThe services the company providesTheir strategy for the next 1-3 years[27:11 – 37:02] Changes in the Commercial Real Estate WorldThe state of commercial real estate post-COVIDWhy you need to own industrial real estate todayHow Jim searches for information nowadaysJim’s advice for young people in commercial real estateTweetable Quotes“You want to own industrial real estate. If you don't own it right now, then you're going to be competing with a lot of people to buy it. Multifamily is doing great as well, but industrial, because e-commerce is on fire, they can't build it fast enough. That's the shining star.” - Jim Underhill“The good has always rewarded those who are creative and hard-working.” - Jim Underhill“If you're someone in your 20s or 30s, and you're not making technology a key part of how you run your business, market your business, your social media and all that, I think you're gonna have some real challenges.” - Jim Underhill------------------------------------------------------------------------------------------Connect with Jim:Website: tenantbase.comEmail: jimunderhill@tenantbase.comLinkedIn: https://www.linkedin.com/in/jim-underhill/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.

Carl J. Lukach is a Senior Corporate Executive with a wide range of experience in industrial markets and is well known in the financial community after leading Univar Solutions, a highly successful IPO in 2015. He lived and worked in the Asia Pacific for over 10 years and was named CFO of the Year by the Financial Executives Institute in 2019. He recently retired and is currently an advisor to private equity investors.In this episode, Carl talks about how globalization positively impacts the growth of businesses and public companies. He shares his experience expanding the growth of the companies he worked for in the Asian region. Carl also talks about launching an IPO successfully and his thoughts on the future of private equity and other investments.[00:01 – 05:08] Opening SegmentWelcoming Carl to the showCarl shares his backgroundHis experience in DuPont[05:09 – 23:54] How Expanding to the Asian Region Can Impact BusinessesCarl on the business model of large conglomeratesHis thoughts on minuscule dividends for companiesBusiness fundamentals and strategiesAchieving progress by going globalHe shares his experience working in Asia for DuPontTheir strategies for growth in AsiaExpanding from China to ASEANWhy Carl is Bullish on the East and Southeast Asian region[23:55 – 32:16] US Capital Markets and IPOsMoving to UnivarWhat Carl loves about the US capital systemLaunching an IPOCarl’s thoughts on how capital markets work in the US today[32:17 – 44:39] The Exciting Future of InvestingCarl on private equityBusiness fundamentalsIt’s all about peopleAllocating capital to alternatives and long-term investmentsCarl on the most exciting places to deploy capital todayRising technologies[44:40 – 50:07] Closing SegmentCarl’s advice to those who want to enter a business careerClosing wordsTweetable Quotes“It's about the fundamentals. What is the growth thesis of this company? Why are we attracted to it? What do we think we could do, that the management team or the current owners are not doing, that can raise the value of that enterprise? Having a willing willingness to spend 4, 5, 6, 7 years at it versus a couple of months, that's the right way for business investing.” - Carl J. Lukach“It's that longer-term view that's focused on business fundamentals, coming out with a product or service that that is better than the rest, that you can sustain that advantage. How do you create that advantage and sustain it? How do you grow into markets and geographies that you're not in today? It’s people. Of course, it's the killer app and technology and all that stuff, which is really important as well, but it really is about people.” - Carl J. Lukach------------------------------------------------------------------------------------------Connect with Carl:LinkedIn: https://www.linkedin.com/in/carl-j-lukach-86168514/Email: cjlukach@gmail.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.