The Capital Club Brian Adams

How do we thoughtfully structure family philanthropy to maximize impact? In this episode of the Capital Club podcast, host Brian Adams interviews Dr. Sharilyn Hale, an expert on generational wealth, philanthropy, and governance. Sharilyn explains the landscape of philanthropy options today, best practices she sees amongst successfully generous families, common pitfalls to avoid, and how to partner with the right advisors.
Dr. Sharilyn Hale helps those who give, give well, engage their families, and channel their wealth and influence for good.  Leading philanthropists, multi-generational families, and social purpose organizations across North America and the Caribbean look to Sharilyn’s expertise in philanthropy, corporate and family governance, and community development to become more thoughtful and confident givers at a time when their generosity is needed more than ever.

[00:01 - 06:00] The Changing Face of Philanthropy
There are more options than ever to "do good" - from traditional charity to impact investingYounger generations want alignment across investments, business practices, and philanthropyFor families, philanthropy builds capacity and brings them together
[06:01 - 14:43] Best Practices for High-Impact Giving and Good Governance
Communicate clear purpose in the family wealth spaceChildren are never too young for parents to talk about givingPhilanthropy conversations tie into broader family governance
[14:44 - 26:28] The Secrets of Successfully Generous Families
Craft an intentional dual mission for community and family and establish clear roles and responsibilitiesPlanting the seeds to the younger generation of how giving is a joyful actBe thoughtful in your approach - there is no one-size-fits-all
[26:29 - 41:41] Taking Current Giving to the Next Level
Understand motivations, hesitations, and past experiences first then co-design a structure suited to family complexityLack of coordination across advisors risks missing key considerationsAdvisors should be honest and families should be candid with their current status
Key Quote:
“Philanthropy has an important role to play in building bridges and to remind us all how we need each other. And society only works when we're all able to be there together and to be successful together.” - Dr. Sharilyn Hale

Connect with Dr. Sharilyn Hale!
Website: www.watermarkpc.com  
LinkedIn: https://www.linkedin.com/in/sharilynhale/ 
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (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!

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In today's episode, we welcome Louis O' Connor, our distinguished guest appearing for the third time. As the Managing Director of Truffle Farms Invest, Louis invites private investors to join him in a unique truffle farm venture in Ireland, promising passive income for 30 to 40 years. With notable features in publications like The New York Times, Louis has previously discussed rare earth and strategic metals. Now, he introduces us to the fascinating truffle farming—an exotic investment that has caught our attention.
[00:00 - 08:16] - The Roots of Truffle Farming and Market Dynamics
Louis began truffle farming in 2005 A striking stat hints a possible 78-100% decline in truffle harvests in the next 50 yearsIreland's nearness to Shannon Airport and the rising global demand for truffles position it as a key player in the global truffle supply chain
[08:17-15:20] - Truffle Cultivation Unveiled
Applying horticultural advancements to cultivate truffles in a farm setting while preserving the natural symbiosis between the fungus and the tree's rootsEnsuring proper biosecurity to prevent mismanagement and maintain optimal conditions for truffle growthIrish truffles uniquely meet the rising demand in high-end global restaurants through sustainable cultivation practices
[15:21 - 26:28] - Investing in Truffle Farms in Ireland 
Investment of $30,000 for 400 truffle trees and a guaranteed return upon harvestWith a 70-30 split, investors enjoy 70% of gross profits, translating to an average annual return of 25-29% over 35-40 yearsIdeal Retirement Spot: Emphasizing safety, European charm, and expansive landscapes
Key Quote:
“The market dynamics involve a combination of high demand, decreasing supply, and the unique advantage of our Irish truffle production, making it a noteworthy investment opportunity." - Louis O' Connor
Connect with Louis O Connor!
Website:https://trufflefarminvest.com/
Email: louis@trufflefarminvest.com
LinkedIn: https://www.linkedin.com/in/louis-o-connor
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (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.

Today, we have Elizabeth Bagger as our guest. She is the founder of Avanti Family Business Advisory and a board member of her family business. Given her diverse international background and expertise in various subjects, our discussion explores Elizabeth's perspectives on handling family dynamics, promoting family connections, engaging family members, and embracing a comprehensive approach to business and personal well-being.
[00:00 - 13:56] - Navigating Family Dynamics: Insights from a Family Business Expert
How Elizabeth combines her global experiences with family business expertise Learn the difficulties of being a family business advisor and its complex dynamicsDiscover why good communication is crucial for family businesses
[13:57 - 24:50] - Fostering Family Bonds and Engagement
Engage in open conversations with the next generation’s aspirations and dreamsCultivate an atmosphere of patience and genuine dialogue for transparent discussionsLet the family regroup and find common ground prior to reviewing the succession plan
[24:51 - 35:10]  A Holistic Approach to Business and Personal Health
Focus on family values by defining its purpose and mission Create a plan for how the family owns, communicates, and conducts meetingsResolve communication issues with guided conversations between different generations
Key Quote:
"Clear communication is vital within families. It's essential to establish a specific time and place for discussions. When and where should these conversations take place?" - Elizabeth Bagger
Connect with Elizabeth Bagger!
Website: https://avanti-fba.com/
LinkedIn: linkedin.com/in/elizabeth-bagger-3b91453

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (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!


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Ever wondered about the true potential of AI, its impact on our lives, and the fine line between innovation and regulation? 
In this episode, dive into a conversation with Daniel Jeffries, Managing Director of the AI Infrastructure Alliance. From debunking AI myths to navigating the delicate balance of open-source innovation and risk aversion, we explore the dynamic landscape of technology. Join us as Dan shares insights on the global narrative surrounding AI, the importance of open societies, and why embracing new tech is the key to societal prosperity. 

[00:00 - 11:49] - A Balanced Perspective on AI
AI, like any technology, spans from good to evil in its applicationsConcerns about AI harm are viewed as attempts to hinder competitionSocietal benefits of AI: material science advancements and improved healthcare diagnostics
[11:50 - 25:50] - Open Source AI Development and Regulation
Open-source AI development is crucial for innovation and progressMisuse of AI should not hinder open development but be addressed through lawsThe GDPR and EU AI Act may stifle open source and smaller firms
[25:51 - 32:19] - AI Agents and Singularity
AI agents are smart applications designed for real-world tasksAgents enhance efficiency for individuals and small businessesSkepticism surrounds the feasibility and timing of the singularity concept
[32:20 - 40:51] - Personal Growth and Self-Improvement 
Change requires addressing real problems, not just relying on positive thinkingOvercoming depression involves ending toxic relationships and self-reflectionClarity in thinking is crucial to distinguishing real from imaginary issues
Resource Mentioned
The Turning Point for Truly Open AI is Now
Key Quote:
"Every technology in history can be used for good, bad, and everything in between. Everything exists on a continuum of good to evil, and it's a spectrum." - Daniel Jeffries
Connect with Daniel Jeffries!
Substack: https://danieljeffries.substack.com/
Website: https://ai-infrastructure.org/
Twitter: https://twitter.com/dan_jeffries1?lang=en

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)
LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on.

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Unravel the intricacies of charisma, explore the organizational DNA through the lens of fractals and dysfunction, delve into the science of innovation, and uncover the disciplined approaches to fostering creativity. Our guide on this exploration is Judah Pollack. He is an author and executive coach who has worked with everyone from Army Special Forces to the Founders of Airbnb to social good founders. 

[00:00 - 09:40] - Unveiling the Three Pillars of Influence
Discovering the power of charisma and unraveling its mysteriesHow the 3-part framework —power, presence, and warmth—synergize to form a compelling charismaWhy a harmonious blend of the three elements is essential for effective leadership and fostering genuine connections with others
[09:41 - 22:33] - Organizational DNA: Fractals, Dysfunction, and Leadership Patterns
The paradoxical allure of military experiences in non-military career circlesDrawing parallels between fractal patterns and a company's foundational DNACreating an environment where open communication and problem-solving can thrive
[22:34 - 33:03] - Innovation: Brain Science, Breakthroughs, and Creative Habits
Understanding the brain's intricate networks that drive innovative thinkingThe significance of creating a workplace culture that values and encourages innovative thinkingEmphasizing the transformative impact of consistent actions and disciplined routinesBuilding new neural connections by introducing creative habits and new information
[33:04 - 49:54] - Finding Clarity and Inspiration in Nature
Navigating effective brainstorming on structure, silence, and breakthroughsWhat it takes to invite the state of flow - timing, taking notes, and walkingThe mountain’s timeless and grandiose nature as a reminder of life's fleeting moments

Key Quote:
“I prioritize not getting entangled in minor issues, instead choosing to glance up at the mountain and affirm to myself, It's all good.” - Judah Pollack
Connect with Judah Pollack!
Website:Judahpollack.com
LinkedIn:  linkedin.com/in/judah-pollack-55a53712

This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (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.

In this episode, Brian C. Adams is joined by Adam Jason, a partner at Legacy Group, an alternative investment firm with over $50 million in assets under management. They discuss investing in Latin America, specifically Colombia, and the opportunities and challenges of allocating capital in the region. Adam shares his personal journey of relocating from the U.S. to Colombia to pursue entrepreneurial ventures, and provides an inside look at Legacy Group's flagship investment in Colombian coffee production.
[00:00 - 07:55] - Adam's Journey to Investing in Colombia
Adam's background as a capital markets attorney in the U.S.Taking a trip to Colombia and seeing investment opportunitiesDeciding to relocate and pursue entrepreneurial ventures
[07:55 - 13:35] - Why Colombia Represents the Next Frontier
Latin America gets a fraction of the investment that China doesCapital restraints limit productivity currentlyRecord foreign direct investment flowing into Colombia
[13:35 - 18:48] - Providing Access for U.S. Investors
Legacy Group fills the gap for overseas deal accessStarted with the Green Coffee Company and coffee productionNow have over 450 U.S. investors and $65M raised
[18:48 - 30:45] - Legacy Group's Coffee Production Business
Fragmented industry ripe for consolidation and upgradesNow the largest coffee producer in ColombiaGoal to take the business public within a few years
Key Quote:
"95 percent of all the coffee farmland here in the country is owned by farmers that have five acres or less." - Adam Jason
Connect with Adam Jason!
Website: https://legacy-group.co/ and https://gcc-coffee.com/
LinkedIn: https://www.linkedin.com/in/adam-jason-98a22612/
This episode is sponsored by Mack International, a specialized executive search and human capital consulting firm serving the family office/wealth management markets. Please visit their website here for more information.
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me:
https://www.linkedin.com/in/brian-c-adams/ (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.