30 episodes

Colloquium is dedicated to providing high net worth individuals and family offices access to the most influential thought leaders, entrepreneurs, investors and capital allocators in the asset management and alternatives space.

Colloquium Brian Adams

    • Business
    • 5.0 • 7 Ratings

Colloquium is dedicated to providing high net worth individuals and family offices access to the most influential thought leaders, entrepreneurs, investors and capital allocators in the asset management and alternatives space.

    The Tokenization of Real Asset Investing with Aaron Lohmann, Solomon Tesfaye, and Ryan Zega

    The Tokenization of Real Asset Investing with Aaron Lohmann, Solomon Tesfaye, and Ryan Zega

    Welcome back to the Colloquium Podcast! With the arrival of blockchain technology, those in the commercial real estate space are witnessing a transformation that’s expected to expedite the transaction process and bring liquidity to a traditionally illiquid asset class. Industry experts, Aaron Lohmann, Solomon Tesfaye and Ryan Zega, joined me for an in-depth discussion on the advantages of digitizing private assets.

    Click “Episode Website” below for full show notes.

    Connect with Milton:
    LinkedIn: https://www.linkedin.com/in/milton-lewin-26166/#
    Website: https://www.theallocatornetwork.com/

    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!

    • 54 min
    Distinguishing Yourself in The Hedge Fund Space with Milton Lewin

    Distinguishing Yourself in The Hedge Fund Space with Milton Lewin

    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 overall operations and efficiency of teams and organizations, specifically in financial services and asset management.



    Click “Episode Website” below for full show notes.

    Connect with Milton:
    LinkedIn: https://www.linkedin.com/in/milton-lewin-26166/#
    Website: https://www.theallocatornetwork.com/

    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!

    • 45 min
    Initiate Impact Virtual Family Offices with Bob DePasquale

    Initiate Impact Virtual Family Offices with Bob DePasquale

    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.

    Click “Episode Website” below for full show notes.

    Connect with Bob:
    Linkedin: https://www.linkedin.com/in/bobdepasquale/
    Twitter: @BDePa
    Instagram: @bdepa
    Websites: https://www.bobdepasquale.com/ and https://initiateimpact.com/

    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!

    • 36 min
    Perseverance Through Severe Dysfunction with Reggie Ford

    Perseverance Through Severe Dysfunction with Reggie Ford

    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.



    Click “Episode Website” below for full show notes.

    Connect with Reggie and pre-order his book at https://www.reggiedford.com/

    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!

    • 41 min
    Innovative Leadership and Design Thinking with Brent Taylor

    Innovative Leadership and Design Thinking with Brent Taylor

    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.




    Click “Episode Website” below for full show notes.

    Connect with Brent:
    Linkedin: https://www.linkedin.com/in/giffordbrenttaylor/
    Website: https://stokedproject.com/

    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!

    • 41 min
    Beyond E-Commerce: Trends Driving Industrial and Logistics Development - Nick Parrish and Dominic DeRose

    Beyond E-Commerce: Trends Driving Industrial and Logistics Development - Nick Parrish and Dominic DeRose

    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 Segment
    An insight into the episode
    Introduction to the guests, Nick Parrish and Dominic DeRose
    Nick’s background
    Direct focus of Cresset partners
    Dominic’s background
    [05:25 – 37:22] Investment Opportunities in real estate Industrials and Logistics
    The E-commerce industry
    Decentralization of warehousing
    The appeal of logistics investments
    Industrial development
    Specific markets within logistics
    Sourcing opportunities and finding sponsors
    The outlook and opportunities for real estate industrials and logistics
    Cresset Partners
    [37:23 – 39:33 Closing Segment
    Reach out to our guests. See Links Below.
    Final words
    Resources Mentioned:
    https://cressetpartners.com/ (Cresset Partners)
    ------------------------------------------------------------------------------------------
    Reach out to Cresset Partners, visit their website at https://cressetpartners.com/ (https://cressetpartners.com/)




    Connect with Excelsior GP:
    https://www.excelsiorgp.com/ (Excelsior GP Website)
    https://www.linkedin.com/company/excelsior-capital-gp/ (LinkedIn)
    https://www.youtube.com/channel/UCmreyaEmNbgq-6t86UtERSw (YouTube)


    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!

    • 39 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

Top Podcasts In Business