Investipal Podcast

Investipal
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Investipal Podcast

Cameron Howe, the CEO of Investipal, helps breakthrough the financial literacy wall with guests ranging from investment researchers to AI portfolio managers. The Investipal podcast gives listeners actionable and easy to understand investment ideas. check out our Portfolio co-pilot here for free: https://www.investipal.co

  1. 4 ОКТ.

    Unlocking Liquidity: The Future of Startup Equity & Private Markets with Dave Thornton

    Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options. In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer. Please enjoy our conversation with Dave Thornton. ---- Links The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Meb Faber⁠, ⁠Brent Beshore⁠, ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more. Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠ Find Dave Thornton at: ⁠https://vested https://vested.co/investor https://www.linkedin.com/in/davejthornton/ ---- Key Takeaways The Liquidity Challenge for Startup Employees: As startups stay private longer, employees face significant challenges in accessing liquidity for their stock options, leading to missed opportunities to realize the value of their equity. The Growing Importance of Secondary Markets: With extended IPO timelines, the need for robust secondary markets has increased, providing employees and investors with alternative ways to access liquidity without waiting for a public offering. Equity as a Recruitment and Retention Tool: Founders who proactively build liquidity options for employees stand to gain a competitive edge in recruitment and retention by offering a more tangible reward for employees' contributions. The Complexity of Pricing Private Company Stock: Accurately valuing stock options in a private company is a difficult task due to the lack of real-time pricing, and employees must navigate issues like 409A valuations and the fluctuating value of their equity.

    28 мин.

  2. 26 СЕНТ.

    Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein

    Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator. In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction. Please enjoy our conversation with Corey Hoffstein. ---- Links The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more. Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/ Find Corey Hoffstein at: https://www.newfoundresearch.com/ https://www.returnstacking.com/ https://flirtingwithmodels.com/ https://twitter.com/choffstein https://www.linkedin.com/in/coreyhoffstein/ https://www.amazon.com/Corey-Hoffstein/e/B0BLYBQ4XR https://www.youtube.com/c/FlirtingwithModels https://www.institutionalinvestor.com/article/b1vd3tqkgcx2dv/Return-Stacking-Just-Might-Solve-the-Portfolio-Conundrum https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3981826 https://blog.thinknewfound.com/ ---- Key Takeaways 1. Return stacking is an innovative approach to portfolio construction that allows investors to maintain core exposures while adding diversifying strategies without sacrificing traditional allocations. 2. Rebalancing timing can have a significant and often overlooked impact on portfolio performance, highlighting the importance of considering 'when' in addition to 'what' and 'how' in investment strategies. 4. The 13-month momentum anomaly suggests that the optimal combination of lookback period and holding period for momentum strategies may be around 13 months, challenging traditional views on momentum investing. 4. Quantitative strategies need to balance theoretical efficiency with practical implementation considerations when moving from research to product development, especially in the context of ETFs and retail investor accessibility.

    46 мин.

  3. 6 СЕНТ.

    Are We In A Private Equity Bubble? with Jared Dillian

    Jared Dillian is a writer, trader, musician, entrepreneur and educator. In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories Enjoy our conversation with Jared Dillian. ---- Links The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more. Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/ Find Jared Dillian at: https://www.jareddillian.com/ https://www.jareddillianmoney.com/ https://www.youtube.com/c/TheJaredDillianShow https://www.linkedin.com/in/jared-dillian-411aaa1b https://wggtb.substack.com/ https://x.com/dailydirtnap https://dailydirtnap.com/ https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409/ https://www.amazon.com/Night-Moves-stories-Jared-Dillian-ebook/dp/B0DDLB49X1 ---- Key Takeaways The private equity market is overcrowded and highly leveraged, with a lack of exits, making it unsustainable in the long term. Interest rate cuts may have a minimal positive effect on the private equity market, as rates are unlikely to return to zero. There is potential for a new super cycle in commodities, with broad-based participation across the market. Understanding the relationship between time and money is crucial for building wealth, and prioritizing time over money can lead to a stress-free financial life. Managing finances separately can help avoid conflicts and arguments about money in relationships. For retail investors, active management and diversification can help mitigate volatility and risk. The 'awesome portfolio' consisting of 20% stocks, 20% bonds, 20% cash, 20% gold, and 20% real estate can provide a balanced and low-volatility investment strategy. Asset allocation should remain constant throughout an investor's career, rather than being based on age or risk tolerance. ---- Timestamps 00:00 The Unsustainability of the Private Equity Bubble 02:17 Comparing the Private Equity Craze to the SPAC Craze 09:41 The Potential for a New Super Cycle in Commodities 12:06 Understanding the Relationship Between Time and Money 17:45 Managing Finances: Keeping Money Separate to Avoid Conflicts 20:05 Investment Strategies for Retail Investors: Active Management and Diversification 21:57 The 'Awesome Portfolio': A Balanced and Low-Volatility Investment Strategy 23:38 Consistency in Asset Allocation Throughout an Investor's Career

    25 мин.

  4. 2 АВГ.

    Loosely Functioning Disasters and Long-Term Relationships with Brent Beshore

    Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term. In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding. Enjoy our conversation with Brent Beshore. ---- Links: The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more. Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/ Find Brent Beshore at: https://www.linkedin.com/in/brentbeshore/ https://twitter.com/BrentBeshore https://www.permanentequity.com/ https://www.permanentequity.com/content/how-to-acquire-your-first-smaller-company https://www.capitalcamp.com/ https://www.mainstreetsummit.com/ Other links mentioned: https://www.giantworldwide.com/ https://www.amazon.com/100X-Leader-How-People-Follow/dp/1119519442 ---- Key Takeaways Operational Experience: Having hands-on operational experience can be incredibly valuable when running a private equity fund. It helps you understand the challenges your portfolio companies face and make informed decisions that support their long-term success. Long-Term Relationships and Healthy Cultures: Building strong, long-term relationships and fostering a healthy organizational culture are essential for any business's success. These elements are key to sustainable growth and stability. Buying a Small Business: When you're considering purchasing a small business, it's important to evaluate your constraints, leverage your expertise, and mitigate risks. Being practical about your skills and resources can help you identify the right opportunities. Understanding Personality Types and Communication Styles: Understanding different personality types and communication styles is crucial for effective leadership. This insight can enhance team dynamics and improve decision-making processes. Assuming Risks in Small Business Investing: Investing in small businesses involves taking calculated risks and ensuring you're properly compensated for them. It's all about evaluating these risks and making strategic investment decisions that align with your goals. ---- Timestamps 00:00 Introduction and Background 03:07 The Value of Operational Experience in Private Equity 09:09 Building Long-Term Relationships and Healthy Cultures 17:37 Advice for Buying Small Businesses 27:31 Understanding Personality Types for Effective Leadership 31:13 Assuming Risks and Being Properly Compensated in Small Business Investing

    33 мин.

  5. 16 ИЮЛ.

    How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices

    Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients. In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly. Please enjoy our conversation with Diana Cabrices. ---- Links: The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more. Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/ Find Diana Cabrices at: https://www.linkedin.com/in/dianacabrices/ https://www.youtube.com/@dianacabrices https://x.com/dianacabrices https://dianacabrices.com/ Diana’s Compliant Online Reviews Template: https://wealthtender.com/grow/online-reviews-playbook/ ---- Key Takeaways: The Role of Brand Evangelism: Diana emphasizes the importance of passionate advocacy and creative marketing in amplifying a company's message within the wealth industry. Differentiation: Financial services is a competitive, saturated market. Standing out requires being dynamic. Building Relatability: Diana highlights the need for financial advisors to be accessible, authentic, and emotionally connected with their clients to foster stronger relationships. Enhancing Client Engagement Digitally: Diana shares strategies for maintaining strong client engagement in a digital environment through personal touches and virtual events. Effective Use of Client Testimonials: Diana discusses the importance of client testimonials in building trust and attracting new clients, along with tips for compliant collection and usage. Getting Referrals: To get referrals, get creative. For example, leverage a special moment like a birthday to ask for support. ---- Timestamps: 00:00 Introduction and the Role of Brand Evangelists 02:07 Differentiation and the Importance of Dynamic People 04:00 Relatability and Authenticity in the Wealth Industry 07:39 Client Engagement in a Digital Strategy 13:48 The Power of Client Testimonials for Referrals

    23 мин.

  6. 25 ИЮН.

    Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli

    Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same. In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community. Please enjoy our conversation with Justin Castelli. ---- Links: The Investipal Podcast is produced by ⁠⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠⁠. Past guests include ⁠⁠⁠Peter Lazaroff⁠⁠⁠, ⁠⁠⁠Douglas Boneparth⁠⁠⁠, ⁠⁠⁠Jamie Hopkins⁠⁠⁠, ⁠⁠⁠Tyrone Ross⁠⁠⁠ and many more. Follow us on LinkedIn: ⁠⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠⁠; Twitter: ⁠⁠⁠www.twitter.com/camhowe16⁠⁠⁠ | ⁠⁠⁠www.twitter.com/investipal⁠⁠⁠; Tiktok: ⁠⁠⁠www.tiktok.com/@camhowe16⁠⁠⁠ | ⁠⁠⁠www.tiktok.com/@investipal⁠⁠⁠; or Instagram: ⁠⁠⁠www.instagram.com/investipal/⁠ Find Justin Castelli at: https://www.linkedin.com/in/justincastelli/ https://www.justincastelli.io/ https://www.rlswealth.com/ https://advisorgc.com/ https://prst.co/ https://open.spotify.com/show/4BhLKTrF1Jz7eyEacHwQ76?si=a4e747d6cf3d4986 ---- Key Takeaways Justin explained how being true to himself and following his passions has significantly increased his happiness and fulfillment. This approach, he noted, also positively impacts his relationships with clients. He highlighted the importance of being open with his clients about his ventures and priorities. This transparency has built trust and strengthened relationships, making clients feel valued and prioritized. Justin encourages his clients to explore their interests and passions, even if it starts small. He believes that pursuing one's passions leads to a more fulfilling life. The discussion emphasized that financial planners need to go beyond just giving technical advice. They should become guides who help clients live their authentic lives by understanding their true goals and aspirations. Justin advocates for starting with clients' authentic life goals and then working backward to figure out the numbers to support those goals. This approach prevents financial constraints from limiting their dreams. Through initiatives like the AGC (Advisor Growth Community), Justin helps other advisors focus on personal and professional growth. He encourages them to embrace authenticity in their practices and interactions with clients. ---- Timestamps 00:00- Introduction by Cameron Howe and guest introduction of Justin Castelli. 00:22 - Justin Castelli talks about the origins of RLS Wealth and its name. 01:08 - Justin Castelli explains what it means to be his authentic self and the impact it has had on his life. 05:17 - Cameron Howe shares a personal story about authenticity in the workplace. 07:27 - Justin Castelli describes his various ventures and the importance of following his passions. 13:21 - Justin Castelli discusses how he encourages clients to pursue their interests and passions. 25:09 - Cameron Howe and Justin Castelli talk about the future role of financial advisors and life planners in an AI-driven world.

    34 мин.

  7. 6 ИЮН.

    Building Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman

    Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth. In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more. Please enjoy our conversation with Travis Freeman. ---- Links: The Investipal Podcast is produced by ⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠. Past guests include ⁠⁠Peter Lazaroff⁠⁠, ⁠⁠Douglas Boneparth⁠⁠, ⁠⁠Jamie Hopkins⁠⁠, ⁠⁠Tyrone Ross⁠⁠ and many more. Follow us on LinkedIn: ⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠ | ⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠; Twitter: ⁠⁠www.twitter.com/camhowe16⁠⁠ | ⁠⁠www.twitter.com/investipal⁠⁠; Tiktok: ⁠⁠www.tiktok.com/@camhowe16⁠⁠ | ⁠⁠www.tiktok.com/@investipal⁠⁠; or Instagram: ⁠⁠www.instagram.com/investipal/⁠ Find Travis Freeman at: https://www.linkedin.com/in/traviscfp/ https://monetagroup.com/professional/travis-freeman/ https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0D4JRJ8HP?ref_=ast_author_mpb https://www.amazon.ca/Make-Your-Money-Work-Performance/dp/074147557X ---- Key Takeaways Travis shared his journey into the finance industry, beginning with a life-altering car accident at 17 that led him to seek the advice of a financial planner. Discussing the launch of his startup, Planwell, Travis highlighted the value of entrepreneurship and the benefits of leveraging technology to enhance financial training and education delivery. He underscored the power of early financial planning, touching on the principle of compounding and the importance of leveraging time to build wealth, which forms the core message of his book, The Fortune of Youth. Looking towards the future of wealth management, Travis suggested that advancements in AI and technology will likely augment the services of financial professionals, enhancing the value they can provide to clients. ---- Timestamps 00:00 The Journey of a Financial Advisor: From Door-to-Door Sales to Wealth Management 06:19 The Power of Time: Leveraging Finite Resources for Financial Success 21:52 Financial Education and the Client-Centered Approach in Wealth Management

    26 мин.

  8. 30 МАЯ

    Inside the Fintech & Private Credit Booms with Christian Faes

    Christian Faes is the CEO of Faes & Co, an investment firm specializing in private credit, and the founder of F2 Finance and LendInvest, a publicly traded UK digital mortgage lender. In this episode, we discuss Christian’s journey from law to entrepreneurship, the evolution of financial sector disruption, the rise of private credit, and the advantages of specialized lending. Additionally, Christian offers key insights for private credit investors and discusses the role of technology in enhancing niche lending markets. Please enjoy our conversation with Christian Faes. ---- Links: The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more. Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠ Find Christian Faes at: https://www.linkedin.com/in/christianfaes/ https://x.com/christianfaes?lang=en https://www.faes.co/ https://www.f2yes.com/ https://www.lendinvest.com/ ---- Key Takeaways How Governments Can Support Innovation: The UK's proactive approach to encouraging FinTech innovation post-2008 financial crisis demonstrates the significant role of supportive government policies and regulatory frameworks in driving industry growth. This strategy has resulted in considerable investment, establishing the UK as a world leader in financial technology. Gradual Disruption of the Financial Sector: The transition from initial revolutionary expectations in FinTech to a more steady, evolutionary integration underscores the difficulties of displacing well-established financial incumbents. It also emphasizes the importance of technology in gradually enhancing and transforming traditional financial services. Increasing Interest in Private Credit: The surge in private credit interest is driven by significant shifts in the investment landscape, including a decrease in publicly listed companies and heightened banking regulations post-2008. These changes have opened opportunities for private lenders to provide more adaptable and efficient financing solutions, catering to borrowers not adequately served by traditional banks. Gaining Competitive Advantage through Technological Specialization: The effective integration of technology in specific lending markets, such as real estate bridging finance, exemplifies the competitive benefits of combining specialized knowledge with tech-enabled operations. This approach enables agile companies to meet specific customer needs more effectively than traditional banking institutions. Key Considerations for Private Credit Investment: When assessing private credit opportunities, investors and advisors should concentrate on diversification, the manager's experience and track record, and the institutional rigor of the funds. These factors are essential for making well-informed and strategic investment decisions in the private credit market, ensuring a diverse and resilient investment portfolio. ---- Timestamps 00:00 The Journey from Lawyer to Lending Entrepreneur 02:05 The UK's Role in Fintech Innovation 06:25 The Rise of Private Credit 11:09 Increased Appetite for Private Credit 13:22 Banks Investing in Private Credit Funds 20:05 Advice for Investment Advisors on Private Credit

    23 мин.
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Об этом подкасте

Cameron Howe, the CEO of Investipal, helps breakthrough the financial literacy wall with guests ranging from investment researchers to AI portfolio managers. The Investipal podcast gives listeners actionable and easy to understand investment ideas. check out our Portfolio co-pilot here for free: https://www.investipal.co

Информация

  • Автор
    Investipal
  • Годы выхода
    2023 - 2024
  • Выпуски
    31
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Investipal
  • Сайт подкаста
    Investipal Podcast

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