Geeks Of The Valley

GeeksoftheValley
Geeks Of The Valley

Geeks of the Valley connects with some of the brightest minds globally, who are leading their respective industries today. We discuss the hottest upcoming industry trends and how their work is affecting the global economy.

  1. #104 Generational Wealth Management Beyond Balance Sheets with Clearwater Capital Partners' John Sleeting

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    #104 Generational Wealth Management Beyond Balance Sheets with Clearwater Capital Partners' John Sleeting

    In this episode, we welcome John Sleeting, Executive Partner at Clearwater Capital Partners and host of the podcast Entrepreneurial Legacies. We dive deep into the challenges and opportunities unique to entrepreneurial families, exploring topics such as pre-liquidity event planning, intergenerational wealth transfer, and the role of family offices in navigating global markets. John Sleeting is an Executive Partner at Clearwater Capital Partners (CCP) and Managing Partner of Clearwater Capital's Family Office Practice. With over thirty years of finance and capital markets experience, John is uniquely positioned to serve a select group of successful ultra-high-net-worth individuals and families in the development and integration of estate and financial planning strategies, investment portfolio management, estate and wealth transfer strategies, strategic philanthropy and administration, cash-flow planning, risk management insurance solution structuring, as well as family governance and education.    John strives to serve as a client’s “Family Chief Financial Officer” to facilitate inter-generational wealth management strategy creation and implementation. John received his Certificate in Financial Management for the Family Office (CFMFO) through Pepperdine University, was a Charter Member of the Family Office Club, and is Clearwater Capital's Leader within the nationally recognized Family Office organization the Family Wealth Alliance (FWA).   John holds a B.S. in Management with Honors from the U.S. Coast Guard Academy and an MBA in Finance from the University of Maryland. His professional development includes programs at Yale University and GE’s Executive Management and Advanced Financial Management courses.  John serves as Chairman of a Family Holding Company Board, Director for two Private Grant-making Family Foundations, a Private Operating Foundation, Clearwater Capital Partners Board of Directors, and the Clearwater Capital Foundation.   Clearwater Capital Partners is an independent wealth management firm serving individual and institutional clients across the U.S. With a focus on professionalism and sophisticated advice, the firm is dedicated to helping clients navigate the complexities of financial decisions in an ever-changing world.   Learn more about John W. Sleeting here  Connect with John W. Sleeting on LinkedIn  Learn more about Clearwater Capital Partners here  This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

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  2. #99: Navigating China’s Media Landscape to Neural Networks with Ex-New York Times China’s Craig Smith

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    #99: Navigating China’s Media Landscape to Neural Networks with Ex-New York Times China’s Craig Smith

    Craig S. Smith, born on October 13, 1955, in Spokane, Washington, is an American journalist and former executive at The New York Times. Until January 2000, he wrote for The Wall Street Journal, notably covering the rise of the Falun Gong movement in China. In 2000, he joined The New York Times as the Shanghai bureau chief, reporting extensively on the practice of harvesting organs from executed prisoners in China. In 2002, Smith moved to Paris and reported from over forty countries, including Iraq, Israel, and Kyrgyzstan. He covered significant conflicts such as the 2001 invasion of Afghanistan, the 2003 Iraq War, and the 2006 Israeli-Lebanese War, as well as the 2005 unrest in the French banlieues. In 2008, he became the executive editor of a financial news venture by Hong Kong billionaire Richard Li Tzar Kai and later served as senior vice president of Li's Pacific Century Group. Smith returned to The New York Times in late 2011 as China managing director, where he founded and ran their first foreign language site, cn.nytimes.com. In late 2016, he came back to the U.S. as a writer at large for the Times, focusing on Canadian stories, before retiring in 2018. He now writes about artificial intelligence for the Times and other publications. Additionally, he served as a special government employee for the National Security Commission on Artificial Intelligence and hosts the podcast "Eye on AI," which is ranked number 2 among AI-related podcasts by Feedspot. Linkedin: https://www.linkedin.com/in/craig-s-smith-58680010/

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Geeks of the Valley connects with some of the brightest minds globally, who are leading their respective industries today. We discuss the hottest upcoming industry trends and how their work is affecting the global economy.

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