Capital Club

Milton Lewin is the Founder of The Allocator Network, an information-and-experience sharing community of more than 225 allocators to alternatives, in 23 countries. Milton himself has an extensive network of institutional and family office investors. Prior to founding The Allocator Network, Milton has been part of various companies ranging from the sales side of things up to running a private equity fund. He also has an extensive track record of demonstrated success in improving and enhancing the overall operations and efficiency of teams and organizations, specifically in financial services and asset management.[00:01 – 06:18] Opening SegmentAn insight into the episodeIntroduction to the guest, Milton LewinMilton’s backgroundSales careerRunning a small private equity fundWorking for hedge funds[06:19 – 30:48] The Hedge Fund SpaceSocial networking community buildingThe biggest challenge for investors when accessing the hedge fund spaceNarratives in the fund spaceDefining the qualitative difference between fundsDiversity of allocators on their platformFocusing on private lendingThe state of hedge funds in the current bull cycleDistinguishing yourself in the hedge fund community[30:49 – 39:00] Investing SectorCharacteristics that differentiate good management teams from the restWhy you should talk to different people in a firmRecognizing strengths and weaknesses of firms[39:01 – 44:19] MarketingMarketing best practicesBenefits vs FeaturesFocusing on presenting the benefits of your product/service[44:20 – 46:04] Closing SegmentReach out to Milton and The Allocator Network.See Links Below.Final wordsTweetable Quotes“You can learn a lot if you talk to the receptionist for 10 minutes, and get an idea of what kind of place it is. If people are walking around in fear, or people love coming in, and so on.” - Milton Lewin“People buy benefits, not features. But unfortunately, people sell features, not benefits.” - Milton LewinResources Mentioned:The Allocator Network------------------------------------------------------------------------------------------Connect with Milton on Linkedin and visit https://www.theallocatornetwork.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Bob DePasquale has a Master’s Degree in Broadcast Journalism. Upon graduation, he worked in the radio industry and enjoyed the broadcasting side of the business. But eventually, Bob was recruited and moved over to the insurance and investments world. For 12 years, Bob worked for a Fortune 500 company, where he took the opportunity to learn as much as he can from the industry. Come 2021 Bob decided to start his own company, Initiate Impact, with the focus on acknowledging everyone’s desire for information, helping people get what they need, and partnering with purpose-driven families to make a positive impact in the world.[00:01 – 06:25] Getting to Know Bob DePasqualeAn insight into the episodeIntroduction to the guest, Bob DePasqualeBob’s backgroundBroadcast Journalism careerThe Broker-Dealer experienceLeading with education[06:26 – 25:50] Initiate ImpactDeciding to leave his BD career and starting his own businessBob’s definition of a Family OfficeLeveraging technological advances in a family officeThe role of impact in their companyHelping the people make a positive impact in their lives [25:51 – 33:54] Integrating their a new platformIntegrating their new platform into their business modelAsking the right questions to spark conversationsThe vision and the endgame for Bob[33:55 – 36:13] Closing SegmentReach out to our guest. See Links Below.Final wordsTweetable Quotes“If you want to help a family, find their mission and purpose first. What is most important to them.” - Bob DePasquale“You must always be grateful for what you have because you never know where it can go.” - Bob DePasqualeResources Mentioned:Initiate Impact------------------------------------------------------------------------------------------Connect with Bob on Linkedin, Instagram, Twitter, and his website https://www.bobdepasquale.com/. Check out their company website at https://initiateimpact.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Reggie Ford is an entrepreneur, philanthropist, mental health advocate, and social activist. A first-generation college graduate of Vanderbilt University, he runs RoseCrete Wealth Management and speaks to audiences about financial empowerment, over-all wellness, and the importance of diversity, equity, inclusion and accessibility. He earned his Bachelor of Arts in Economics from Vanderbilt University where he was also a football team member. He also earned his Master of Accountancy from Vanderbilt’s Owen Graduate School of Management which he was recognized as an Owen World Shaper.[00:01 – 14:55] Reggie Ford’s BackgroundAn insight into the episodeIntroduction to the guest, Reggie FordReggie’s backgroundLearning code-switching in living in two different cultures Journey to MBAHaving access to education and networkMeeting and connecting up with peopleApproaching people from a genuine understanding of where they come from[14:56 – 24:28] Getting the MBAGain from MBA – the networkManaging anxiety, depression & trauma to pursue educationBeing in the Football and going to college [24:29 – 38:16] PTSD (Perseverance Through Severe Dysfunction)Breaking the Curse of Intergenerational Trauma as a Black Man in AmericaSignificance of the release date and it’s publishing companyWays to help the break these issues in the society Impostor Syndrome  [38:17 – 41:38] Closing SegmentHow to buy the book and where to access it Are you optimistic or pessimistic?Reach out to our guest. See Links Below.Final wordsTweetable Quotes“I think we start with understanding ourselves. Learning to love and trust ourselves is first and foremost.” – Reggie Ford“Learning to accept rejection and not looking at it as really a ‘No’ but looking at it as ‘Not Now’, not right now.” – Reggie Ford Resources Mentioned:Montgomery Bell Academy PTSD: Breaking the Curse of Intergenerational Trauma As a Black Man in America------------------------------------------------------------------------------------------Connect with Reggie and pre-order his book at https://www.reggiedford.com/.  Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Brent Taylor is the Head of Innovation and Financial Strategy at Stoked. He has an unquenchable curiosity about the world and unapologetic initiative, which makes him a strong activator. He stepped into leadership roles in every environment he found himself in. He is a reveler, so while he’s leading a team through disruption, they have a ton of fun.[00:01 – 05:01] Opening SegmentAn insight into the episodeIntroduction to the guest, Brent TaylorBrent’s background[05:02 – 12:50] StokedQuality of life and culture within investment bankingFrom freelancing to finding his way to StokedGrowing with Stoked[12:51 – 37:37] Innovative LeadershipStanford D.SchoolHuman-centered designsPartnershipsInnovative LeadershipBuilding a team with members from around the worldCulture setting elements in the virtual work environment[37:38 – 41:06 Closing SegmentReach out to our guest. See Links Below.Final wordsResources Mentioned:Stoked------------------------------------------------------------------------------------------Connect with Brent on Linkedin, visit https://stokedproject.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Industrial real estate has emerged from the COVID-19 pandemic stronger than ever, with many trends continuing to point in an upward direction for the industry this year. Though e-commerce has been a main driver behind this positive pattern, there are many trends that have come into play with the current economic state and recent technological advancements. The increase in demand for industrial and logistics real estate presents an opportunity to compete for these unique and high-yielding projects through investment vehicles that “club” together capital from family offices and high net worth individuals.[00:01 – 05:24] Opening SegmentAn insight into the episodeIntroduction to the guests, Nick Parrish and Dominic DeRoseNick’s backgroundDirect focus of Cresset partnersDominic’s background[05:25 – 37:22] Investment Opportunities in real estate Industrials and LogisticsThe E-commerce industryDecentralization of warehousingThe appeal of logistics investmentsIndustrial developmentSpecific markets within logisticsSourcing opportunities and finding sponsorsThe outlook and opportunities for real estate industrials and logisticsCresset Partners[37:23 – 39:33 Closing SegmentReach out to our guests. See Links Below.Final wordsResources Mentioned:Cresset Partners------------------------------------------------------------------------------------------Reach out to Cresset Partners, visit their website at https://cressetpartners.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Elizabeth Duffield is a business development and demand gen expert with experience in marketing and healthcare technology. She enjoys scaling partnerships, business development, and marketing departments, as well as building them from scratch. Currently, she manages partnerships for CM Group, a leading marketing technology group, and advises a number of startups.[00:01 – 07:33] Opening SegmentAn insight into the episodeIntroduction to the guestHer backgroundMoving to NashvilleOpportunities found in Nashville[07:34 – 16:33] The Nashville Tech IndustryNashville Entrepreneur weekChallenges of Organizing and Managing eventsHer passion and inspiration for entrepreneurship[16:34 – 27:17] Nashville Tech Gives BackTheir role in Nashville Entrepreneur WeekGrowth of the Tech IndustryFuture events to look forward to from Nashville Tech Gives BackThe Future goals for Nashville Tech[27:18 – 32:02] Networking and Relationship buildingTips and Best Practices in Networking and Relationship buildingGetting the most out of your time attending a networking event[32:03 – 34:32] Closing SegmentReach out to our guest. See Links Below.Final wordsTweetable Quotes:“I believe that private enterprise can lead change for the betterment of communities.” - Elizabeth Duffield“My whole life has been shaped by the connections I’ve made.” - Elizabeth Duffield“Just make a goal of how many events that you go to, whether virtual or in person. When you get there, you can leave as long as you’ve introduced yourself to at least two people. You’d be surprised how those two introductions can lead to exponential growth to your network.” - Elizabeth DuffieldResources Mentioned:Nashville Tech Gives BackNashville Entrepreneur Week------------------------------------------------------------------------------Connect with Elizabeth on Twitter(@elizduffield) and LinkedinCheck out https://www.nashvilletechgivesback.com/ and https://www.nashvilleentrepreneurweek.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Bob Dylan sold his entire music catalog to Universal Music for more than $300MM, Paul Simon sold his to Sony Music for roughly the same, and Dolly Parton might be next. What’s behind this sudden boom?Though these recent multi-million dollar deals seem to be popping out of nowhere, the truth is, catalog sales have been booming for far longer than the past year, and have an incredibly steady history. Over the past year, however, there has seemed to be an exponential increase in music catalog sales. Could this be due to the pandemic shifting the spotlight away from the live music entertainment aspect to a new side of the industry?In this episode, music industry experts joined our host, Brian Adams, to explore specific factors that have driven recent success in the industry.[00:01 – 03:42] Opening SegmentAn insight into the episodeIntroduction to the participants of the webinarJohn OzierPaul SteeleAndy Moats[03:43 – 16:04] The Cause Behind the Recent BoomAsset classes in the music industryActive and Passive assetsExit strategies for artists due to the pandemicMonetizing the art of musicStreaming’s contribution to the growth of the industryEmerging markets for streaming[16:05 – 41:46] The Economics of The Music IndustryThe Right time to Buy or Sell a catalogThe potential of investing in the music industryLending optionsTerm Loan BDifferentiating themselves from the amateurs in the spaceOptions to invest in the Music Industry[41:47 – 52:26] The Future of the Streaming IndustryThe Future of the Streaming IndustryVarious ways to monetize music streamingPrivate Equity ExitRetail Investor options[52:27 – 54:48] Closing SegmentReach out to our guests. See Links Below.Final wordsTweetable Quotes:“A hit song changes everything. If you have financial problems, marital problems, touring problems, whatever it is, a hit song in three minutes can change that.” - John Ozier“All art is some kind of stock. Some are penny stocks, others are blue chips, and others in between.” - Paul Steele“There’s lots of ways to be successful in this space.” - Andy Moats“If you’re gonna buy something, really buy it wholly. So that no matter what happens you don’t have that liability.” - Paul Steele------------------------------------------------------------------------------Connect with Andy: https://www.linkedin.com/in/andymoats/ Connect with John: https://www.linkedin.com/in/john-ozier-0764a16/ Connect with Paul: https://www.linkedin.com/in/paul-steele-5a01527/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Simi Shah currently serves as Head of Business Development at Paperwork Studious, a media startup backed by the NYC-based venture studio, Create. She contributes regularly to their slate of publications, covering diversity in tech and the world of venture capital and private equity. Prior to Paperwork, Simi spent time in private equity as an Investment Analyst with the Audax Group. While there, she covered portfolio companies across tech and consumer and helped the firm’s investors diligence M&A targets across industries.[00:01 – 14:05] Getting to Know SimiI welcome our guest for the episode, Simi ShahSimi’s backgroundHer family’s entrepreneurial backgroundGrowing up in a culturally rich, humble, and modest communityGoing to HarvardFinding her passion[14:06 – 23:34] From Private equity to Venture StudioThe potential of the tech spaceDeciding to move away from private equityHer transition to a media startupVenture studio business model[23:35 – 29:29] Producing ContentSouth Asian TrailblazersGaining new exposure and connections through podcastsProducing content to cater to your customers/consumers[29:30 – 39:32] Closing SegmentKey takeaways from their showShop South AsianWhat’s next for Simi?Connect with Simi. See Links Below.Final wordsTweetable Quotes:“I think the future of most institutions is producing content catered to your customer, consumer, or community that you’re that you’re trying to build.” - Simi Shah“There’s so much value in talking to people that don’t necessarily sit within your industry.” - Simi Shah“Don’t be afraid to take risks. Don’t be afraid to do the non-traditional thing.” - Simi Shah“Be as helpful as you can to people, even when it’s necessarily expected to generate anything in return.”  - Simi Shah“After school, one of the things I struggled with the most was how to keep learning, and talking to people is one of the easiest ways to do that, particularly in a podcast setting where it’s really just talking to someone about their life.” - Simi ShahResources Mentioned: Paperwork StudiosTrailblazers------------------------------------------------------------------------------Follow Simi on Linkedin and Twitter. Visit https://www.simishah.com/ and https://www.southasiantrailblazers.com/ Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Ellen Paik cultivates relationships with New Story’s partners and builders to ensure they have a transparent, world-class experience. Prior to joining New Story, she was an investment banking associate at Goldman Sachs, where she was a finalist in the 2018 Goldman Sachs Give Analyst Impact Fund. She enjoys exercising, exploring the outdoors, and hanging out with family and friends in Korea and Hawaii.  [00:01 – 04:54] Opening SegmentI welcome our guest for the episode, Ellen PaikEllen talks about her backgroundThe culture of Investment and Banking[04:55 – 14:26] Driving Innovation within Affordable HousingThe Issue on Chronic Homelessness and Lack of Access of Adequate Shelters Founding story of the topic and how they address the problem 2014 Earthquake in HaitiThe solutions made to address the problem Building International partnerships for project innovations Sharing the learnings to others by Open-sourcing[14:27 – 22:11] The Goal of Innovating Affordable Housing for HomelessImpact of having homes to individualsThe crisis in accessing affordable housingLack of innovation and lack of prioritization of innovating affordable housingAdvantage of Non-profit Organization The 10-year goal of New StoryBuilding partnerships to existing, new groups, and some governments [22:12 – 26:50] Closing SegmentWhat are the lessons learned during this pandemic?Connect with Ellen. See Links Below.Final wordsTweetable Quotes:“Sharing what we learn with the world because it benefits nobody for us to keep the learnings to ourselves.” - Ellen Paik“I think if we do inspire a lot of people to realize that we have really advanced technology out there, what does it look like to apply it to affordable housing and those who need it the most, I think right by inspiring that question and inspiring others to think about such topics hopefully that kind of, again builds momentum around what we’re able to create with the new affordable housing sector.” - Ellen Paik Resources Mentioned: AppleTV  (Docu-Series - Home)New Story ------------------------------------------------------------------------------Follow Ellen on LinkedIn and visit their website at https://newstorycharity.org/.  Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.

Jake Wiley is an entrepreneur, CPA, a former CFO, and heads client relationships in multiple regions at PWC. He has nearly 2 decades of professional experience building businesses, solving problems, and implementing solutions. Prior to PwC, he was the founder of Solar Inverted LLC, which was later acquired by Palmetto Group, where he led strategic initiatives until late 2018.Jake Wiley has also been investing in both active and passive Real Estate for the past 15 years, raising private funds for strategic value-add investments and long-term holds. [00:01 – 08:12] Opening SegmentI welcome our guest for the episode, Jake WileyJake talks about his backgroundHe also talks about the time he sold his previous company[08:13 – 12:23] Being an Entrepreneur/Owner and EmployeeWhat it is like being the Entrepreneur and Owner to being an employeeGetting the vision and alignment in the discussion with the new owners [12:24 – 39:03] The Podcast and its focusThe Podcast format and where it is focusedBuilding and empowering the team with your visionLearn by experience, ask and talk to peopleLessons from starting adventures in building and growing the enterprisePersonal branding to make a connection with peopleContent of conversations with people in the Podcast Ask for help and focus on empowering people[39:04 –  43:16] Closing SegmentJake’s advice to people going through difficult timesLook at everything that is causing trouble and find a way to get through itConnect with Jake. See Links Below.Final wordsTweetable Quotes:“If you can get the vision, and the alignment early, you’re gonna be in such a better position to move forward.” - Jake Wiley“Don’t muscle these things out by yourself. There are times where you find yourself in a leadership position and you feel like you’ve gotta figure it out, you’ve got to have the answers. Just ask. Be open. Be vulnerable.” - Jake Wiley“Try to find a way to spend your time doing what you love because that’s the thing that is gonna wake you up in the morning.” - Jake Wiley  Resources Mentioned: Jake Wiley Wiley on Business Podcast PwC------------------------------------------------------------------------------Connect with Jake on LinkedIn.Connect with Excelsior GP:Excelsior GP WebsiteLinkedInYouTubeConnect 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.