AWM Insights Financial and Investment News

AWM Capital
  • 5.0 (18)
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  • UPDATED WEEKLY

A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

  1. 4D AGO

    Accessing Venture Capital Like a Pro | AWM Insights #232

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down how to approach venture capital with an institutional mindset. They explore the necessity of true diversification, the power law behind outlier returns, and the importance of gaining exposure to innovation hubs rather than chasing the latest sector trend. If you want to learn how professional investors identify value across unexpected places and strategically manage risk in private markets, this episode delivers practical insights and actionable strategies you won’t want to miss. Chapters(00:09) Approaching Venture Capital Like an Institutional Pro(01:20) Importance of Diversification in Venture Portfolios(04:14) Exposure to Innovation Hubs and Networks(08:47) Power Law and Outlier Returns in Venture Investing(11:51) Looking Ahead to Other Private Market Strategies Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/

    13 min

  2. DEC 15

    Venture Capital | AWM Insights #231

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer is joined by Portfolio Manager Mena Hanna to unpack the realities of investing in venture capital. Together, they break down common mistakes, reveal surprising data on early-stage company success rates, and outline what it takes to build a winning, institution-grade VC strategy. Learn why diversification, disciplined portfolio construction, and understanding the power law are essential when stepping into the private markets. If you want to approach venture investing like a pro and avoid the pitfalls that trip up most investors, this conversation is a must-listen. Chapters(00:00) Why Venture Capital Demands a Strategic Approach(02:00) Common Pitfalls in Early Stage Investing(04:00) Power Law Dynamics and Portfolio Construction(07:00) Importance of Diversification and Manager Selection(09:00) Vintage Year and Sector Diversification Strategies Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/

    12 min

  3. DEC 5

    Investing in Private Markets Like a Pro | AWM Insights #230

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the dynamic world of private market investing. Together, they explore the explosive growth of private markets, the distinct strategies that separate institutional investors from individual ones, and the myths and realities of access to exclusive opportunities. Discover why diversification, data analysis, and a disciplined approach matter more than chasing the next hot startup. Whether you’re curious about the potential of private markets or looking to refine your investment playbook, this discussion offers practical wisdom and sharp insights you won’t want to miss. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Introduction to Private Market Investing(01:00) Growth and Complexity of Private Markets(03:00) Institutional Approach Versus Individual Investing(05:00) Access and its True Value(08:00) Importance of Data and Base Rate Probabilities(09:00) Pitfalls of One-Off and Product-Driven Investing(11:00) Diversification and Building a Playbook

    14 min

  4. NOV 28

    Gratitude, Volatility, and a Long-Term Perspective | AWM Insights #229

    In this special holiday episode of AWM Insights, Justin Dyer and Mena Hanna reflect on recent market volatility and the power of gratitude in investing. They discuss why market sell-offs are a natural—and even beneficial—part of the long-term wealth journey, sharing stories drawn from real client experiences and hard-earned expertise. With a focus on aligning investment strategies to life priorities and managing emotional responses to market swings, this episode offers a human-centered perspective to help you stay confident and purposeful, no matter the market’s direction. Tune in for fresh perspective and practical wisdom as you head into the holiday season. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Reflecting on Recent Market Volatility(02:48) Gratitude for Market Downturns and Long-Term Gains(04:16) Investing for Life Priorities(06:16) Navigating Emotions in Investing(07:13) Human-Centered Approach and Client Gratitude

    9 min

  5. NOV 21

    Fear in the Public Markets: How to React During Times of Market Tension | AWM Insights #228

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest volatility in global markets and discuss what it really means for investor portfolios. Together, they explore the key forces driving market swings—from sticky inflation and central bank policies to shifting sentiment around tech stocks and cryptocurrencies. With candid insights and practical analogies, Justin and Mena reveal why volatility is not the enemy but a necessary part of building long-term wealth. Whether you’re worried by red numbers or tempted to chase market trends, this conversation offers a steady-handed playbook for making sound investment decisions under uncertainty. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Market Volatility and Recent Performance(02:00) Forces Driving the Current Market(05:00) Shifting from Optimism to Realism(06:00) The Role of Risk and Volatility in Investing(08:00) Singles and Doubles Versus Chasing Home Runs(09:30) Making Good Decisions Amid Uncertainty(10:45) Sticking to Your Investing Playbook

    13 min

  6. NOV 14

    Why Defense Wins Championships (in Investing & Sports) | AWM Insights #227

    In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna wrap up their series on winning through disciplined investing and sound decision-making. They break down why a strong defense—both in sports and in your portfolio—is the bedrock of long-term success and multi-generational wealth. Through candid insights and relatable sports analogies, Justin and Mena reveal how defensive strategies, diversification, and resilient processes give families the edge to thrive, with stories and practical play-calling advice you can apply right now. Tune in to learn how to build a championship-winning plan for your wealth and legacy. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Defensive Strategy Wins Championships(02:50) Building a Playbook for Investing(04:03) Bonds and the Role of Defense(06:40) Diversification as Offensive Defense(07:38) Decision-Making and Play Calling(10:23) Discipline and Multi-Generational Confidence

    12 min

  7. NOV 7

    Investing in Public Markets – The Importance of Hitting Singles and Doubles in Your Portfolio | AWM Insights #226

    Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the art of building a resilient investment portfolio in this episode of AWM Insights. Shifting from high-risk “big shots” to the consistent power of singles and doubles, Justin and Mena unpack why steady performance in public markets forms the backbone of lasting wealth. Drawing lessons from Major League Baseball and real-world market data, they reveal why chasing the hottest stocks seldom pays off—and how strategic diversification sets you up to win over the long run. If you want actionable advice grounded in expertise and real-life analogy, this episode is for you. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Shifting Focus to Singles and Doubles(02:00) Consistency as Portfolio Backbone(04:00) Lessons from Baseball and Market Probabilities(06:00) Dispelling Myths About Big Winners(08:00) Building a Diversified, Data-Driven Lineup(11:00) Avoiding Weak Links Through Diversification(12:00) Attention to Nuanced Details and Small Ball Strategies

    14 min

  8. OCT 31

    Taking the Right Shot – How to Strategically Maximize Your Big Play Potential | AWM Insights #225

    Join hosts Justin Dyer and Mena Hanna as they break down what it means to take the right shot in your investment playbook. This episode focuses on when and how to aim for big growth opportunities, balancing dependable moves with bold plays like venture capital. Listen in for expert guidance on building a well-structured portfolio, knowing when to take risks, and how to avoid costly pitfalls—all delivered through relatable stories from the world of sports and investing. Whether you’re planning for long-term success or seeking an edge with your next big move, this conversation covers the strategies every forward-thinking investor should know. Connect with Us Call or text us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Defining Winning and Strategic Big Plays(01:00) Balancing Predictable and High-Growth Investments(04:00) Building the Foundation Before Taking Risks(05:00) Choosing the Right Asset Classes for Growth(07:00) Approaching Venture Capital with Discipline(09:00) Evaluating Costs and Terms in Direct Investments

    12 min
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A bite sized discussion on timely financial news and investment topics, to help you maximize your net worth and wealth for the next generation with Justin Dyer and Mena Hanna of AWM Capital.

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