Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.

Arthur Andrew Bavelas

Arthur’s Round Table is a leading family office investing podcast featuring conversations with top investors, venture capitalists, and ultra-high-net-worth individuals. Each episode explores how elite allocators source deals, evaluate opportunities, and deploy capital across private markets. “What You’ll Learn” How family offices invest in private markets. Venture capital and private equity strategies. Deal flow sourcing and evaluation. Insights from UHNW investors.

  1. 5d ago

    Why Information Is Becoming the World's Most Valuable Asset | Andrew Lebbos

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Andrew Lebbos, Head of APIs and Data Licensing at Benzinga, for a fascinating discussion about financial media, AI, investing, private markets, and why trusted information has become one of the world's most valuable assets. Andrew shares the remarkable growth story behind Benzinga—from a Detroit startup with just a handful of employees to a global financial intelligence platform serving more than 100 million readers each month while powering brokerages, financial institutions, AI companies, fintech platforms, and investors around the world. Arthur and Andrew discuss: • The retail investing revolution • How COVID accelerated financial technology • Why Benzinga became the "Bloomberg for retail investors" • Artificial Intelligence and financial media • Private markets and democratized investing • Prediction markets • Crypto investing • Data licensing • Financial education • The future of investment research The conversation explores how AI is reshaping financial information, why objective journalism matters more than ever, and how reliable market intelligence has become a critical competitive advantage for investors, entrepreneurs, family offices, and financial professionals alike. Andrew also explains why Benzinga focuses on speed, objectivity, and accessibility instead of opinion, allowing investors at every level to make better-informed decisions without unnecessary complexity or bias. The discussion extends into family offices, accredited investors, prediction markets, AI-powered investing, fintech innovation, and why education—not exclusivity—will ultimately determine who benefits most from the next generation of financial technology. Whether you're a family office executive, entrepreneur, investor, wealth advisor, fintech founder, or simply interested in how AI is transforming finance, this episode provides valuable insight into one of the fastest-changing industries in the world. What You'll Learn • Why trusted financial information is becoming more valuable than ever • How AI is changing financial media • Why retail investing exploded after COVID • The future of private markets • How prediction markets may reshape investing • Why financial education matters more than financial credentials • How family offices consume financial intelligence • Why objective news creates better investment decisions • How AI companies source reliable financial information • Where financial technology is heading next About Andrew Lebbos Andrew Lebbos leads API Partnerships and Data Licensing at Benzinga, helping financial institutions, brokerages, fintech companies, AI platforms, and investment firms integrate real-time financial news, market intelligence, analyst research, and alternative data into their products. Since joining Benzinga during its early growth, he has helped expand the company's global reach while supporting one of the largest financial information distribution networks in the industry.

    Why Information Is Becoming the World's Most Valuable Asset | Andrew Lebbos
  2. 6d ago

    How Adversity Built a $70 Million Business | Garen Armstrong

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Garen Armstrong, entrepreneur, founder of Shamrock Roofing, creator of Trussi.ai, and founder of Mindspring Ventures, for one of the most inspiring entrepreneurial journeys ever featured on the podcast. Garen's story begins with tragedy. After building and selling a software company, he unexpectedly lost his father to cancer and inherited the family roofing business. As he worked to rebuild the company, another devastating challenge emerged. Following exposure to toxic debris at a hotel fire, a severe infection attacked his heart, sending him into heart failure within weeks. Doctors implanted one of the first HeartMate 3 devices, allowing him to live for nearly three years while waiting for a heart transplant. Most people would have stepped away from business. Garen did the opposite. While living with a mechanical heart, he continued leading his company, growing Shamrock Roofing into one of the largest independent roofing companies in the United States. Along the way, he transformed decades of operational experience into Trussi.ai, an AI-powered enterprise platform designed to automate roofing operations, improve business intelligence, and create entirely new opportunities through proprietary industry data. Arthur and Garen discuss: • Surviving heart failure and receiving a life-saving transplant • Building resilience through adversity • Growing Shamrock Roofing into a national company • Artificial intelligence in the construction industry • Family offices and entrepreneurial investing • Data as a strategic asset • Private equity roll-ups • Leadership under extreme pressure • Technology innovation in traditional industries • Purpose after surviving life-threatening illness The conversation explores how adversity shaped Garen's leadership philosophy, why operational excellence creates enterprise value, how AI and automation are transforming the trades, and why patient family office capital may be uniquely positioned to invest in founder-led businesses. Perhaps most moving is Garen's reflection on receiving a heart transplant and the profound responsibility he feels to honor the life of his donor by making every day count. That perspective has become the driving force behind both his businesses and his mission to help other entrepreneurs build meaningful lives. Whether you're an entrepreneur, family office investor, founder, CEO, technology executive, or simply someone facing difficult circumstances, this episode offers a remarkable reminder that resilience, purpose, and leadership often emerge from life's greatest challenges. What You'll Learn • How adversity can become an entrepreneur's greatest advantage • Lessons from surviving heart failure and a heart transplant • Why resilience is a competitive business asset • How AI is transforming traditional industries • Why data is becoming more valuable than software alone • How family offices evaluate founder-led businesses • The future of roofing, automation, and robotics • Why operational excellence creates enterprise value • How technology is changing the construction industry • Why purpose becomes clearer after overcoming adversity About Garen Armstrong Garen Armstrong is the founder and CEO of Shamrock Roofing, creator of Trussi.ai, and founder of Mindspring Ventures. After surviving heart failure and receiving a heart transplant, he transformed personal adversity into entrepreneurial momentum, growing one of America's leading independent roofing companies while developing AI-powered software and investing in founder-led businesses through his family office.

    How Adversity Built a $70 Million Business | Garen Armstrong
  3. Jul 21

    Why Authenticity Is Becoming the Ultimate Family Office Advantage | Dawn Mari La Monica

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes Dawn Mari La Monica, JD, for one of the most thoughtful conversations yet on leadership, authenticity, family offices, wellness, and building meaningful human relationships. Dawn's journey is anything but conventional. Born in Bogotá, Colombia and adopted at birth, she shares how experiences ranging from Wall Street and Georgetown Law to London's financial sector, regulatory compliance, executive coaching, and entrepreneurship ultimately led her to create a completely different approach to serving family offices. Rather than focusing exclusively on investments or transactions, Dawn believes the greatest opportunities within family offices are found in strengthening relationships, preparing future generations, improving communication, resolving conflict, and creating environments where authentic conversations naturally occur. Arthur and Dawn discuss: • Why authenticity attracts the right relationships • The changing role of women in wealth management • Preparing the next generation for leadership • Family governance and conflict resolution • Executive coaching • Wellness and longevity • Community building • Human connection in an increasingly digital world The discussion moves well beyond investing into subjects rarely explored in family office conversations, including emotional resilience, spirituality, purpose, leadership identity, communication, meditation, travel, health optimization, and why slowing down may be one of today's greatest competitive advantages. Dawn also explains why she intentionally limits her family office dinners to small groups, why every participant speaks, why authentic curiosity matters more than pitching, and how carefully designed environments create deeper relationships than traditional conferences. Throughout the conversation, Arthur and Dawn reflect on leadership, intuition, authenticity, philosophy, and the importance of remaining true to yourself in a world increasingly driven by noise, speed, and constant distraction. Whether you're a family office executive, entrepreneur, investor, advisor, founder, or simply someone seeking to build stronger relationships and live with greater purpose, this episode offers timeless lessons about leadership, community, and the human side of wealth. What You'll Learn • Why authenticity attracts better relationships • How family offices are evolving beyond investing • Why community is replacing traditional networking • The importance of preparing the next generation • How wellness impacts leadership performance • Why communication matters more than credentials • The role of executive coaching in family offices • How small curated gatherings outperform large conferences • Why slowing down improves decision-making • How purpose creates stronger leadership About Dawn Mari La Monica Dawn Mari La Monica, JD, is an executive coach, family office advisor, community builder, and former financial services executive with over 25 years of experience across Wall Street, London, regulatory compliance, operational risk, executive leadership, and family office advisory. Her work focuses on authentic leadership, next-generation development, women and wealth, communication, wellness, and creating meaningful communities within the family office ecosystem

    Why Authenticity Is Becoming the Ultimate Family Office Advantage | Dawn Mari La Monica
  4. Jul 9

    Why Great Technology Isn't Enough Anymore | Shayna Davis

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Shayna Davis, founder of Executive Signals Group, for a fascinating discussion about a blind spot that exists inside many of today's fastest-growing technology companies. Great technology is no longer enough. In an era where artificial intelligence is accelerating innovation and investors are evaluating more opportunities than ever before, Shayna argues that companies can no longer rely solely on superior technology or brilliant engineering teams. Success increasingly depends on whether founders and technical leaders can clearly communicate vision, build credibility, inspire confidence, and influence stakeholders outside the walls of their companies. Shayna shares her remarkable personal journey—from experiencing profound personal loss to joining the founding team of a Silicon Valley fintech startup, where she discovered a critical gap between technical excellence and executive communication. That experience ultimately led her to build Executive Signals Group, helping founders, CTOs, engineers, and executive teams become trusted public-facing leaders. Arthur and Shayna explore why investors increasingly evaluate leadership as carefully as technology, why storytelling often outperforms technical explanations, how executive presence influences fundraising, customer acquisition, hiring, and retention, and why companies must intentionally prepare technical leaders for media interviews, industry panels, enterprise sales conversations, and investor meetings. The conversation also examines family offices, venture capital, Series B companies, founder bottlenecks, leadership identity, credibility, communication strategy, and why the human element of leadership may become even more valuable as AI transforms business. Whether you're building a startup, investing in innovation, leading a technology company, or preparing for your next capital raise, this episode offers practical insights into one of the most overlooked drivers of long-term success. What You'll Learn • Why great technology alone no longer creates winning companies • How technical leaders become trusted public-facing executives • Why investors increasingly evaluate leadership as much as products • The importance of storytelling in fundraising and enterprise sales • How executive credibility influences customer trust • Why leadership identity should come before media training • How founders become bottlenecks during company growth • Why Series B companies face a communication inflection point • The relationship between executive presence and company valuation • Why AI is increasing—not decreasing—the value of authentic human leadership About Shayna Davis Shayna Davis is the founder of Executive Signals Group, where she helps founders, CTOs, engineering leaders, and executive teams develop the leadership identity, communication skills, and executive presence needed to influence investors, enterprise customers, media, and industry audiences. Her work bridges the gap between technical expertise and market credibility.

    Why Great Technology Isn't Enough Anymore | Shayna Davis
  5. Jul 8

    Why Wealth Alone Doesn't Create a Lasting Legacy | Angelina Carleton

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes back Angelina Carleton, founder of Legacy Planning, for a thoughtful discussion about one of the most overlooked truths in wealth creation: Building wealth is difficult. Preserving it across generations may be even harder. Many families spend decades building extraordinary financial success, yet relatively little time preparing the people who will eventually inherit the responsibility of stewarding that wealth. Angelina explains why financial capital is only one component of a lasting legacy. Long-term success depends on developing human capital through intentional leadership, communication, trust, shared values, governance, and meaningful preparation for the next generation. Arthur and Angelina explore why family constitutions alone rarely solve governance challenges, how family offices can create stronger long-term outcomes, why emotional intelligence matters as much as financial intelligence, and how successful families intentionally develop leaders—not simply heirs. The conversation also examines succession planning, relationship capital, entrepreneurship, resilience, mentorship, founder transitions, and why preserving family unity may ultimately be more valuable than preserving financial assets. Whether you're an entrepreneur, investor, family office executive, advisor, or someone thinking about the legacy you hope to leave behind, this episode offers practical insights into building families that thrive across generations—not simply balance sheets that survive them. What You'll Learn • Why human capital determines long-term family success • Why financial wealth alone rarely creates lasting legacies • How family governance strengthens multi-generational stewardship • Why communication matters more than documentation • How founders can prepare future generations for leadership • Why trust and relationship capital shape enduring families • The role of emotional intelligence in succession planning • Why family constitutions require cultural alignment • How entrepreneurs can create resilient heirs instead of dependent beneficiaries • Why legacy is ultimately measured through people rather than possessions About Angelina Carleton Angelina Carleton is the founder of Legacy Planning and advises entrepreneurs, family offices, founders, and multi-generational families on preserving both financial and human capital. Her work focuses on family governance, succession planning, leadership development, emotional intelligence, and helping families build enduring legacies that extend beyond wealth.

    Why Wealth Alone Doesn't Create a Lasting Legacy | Angelina Carleton
  6. Jun 27

    Why Great CEOs Never Lead Alone | Jon Bailey

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with entrepreneur and community builder Jon Bailey, founder of Fluence Circle, to explore one of the biggest misconceptions in business leadership: The best CEOs don't succeed because they have all the answers—they succeed because they surround themselves with the right people. Leading a successful company can be surprisingly lonely. CEOs are expected to make critical decisions, inspire teams, satisfy investors, navigate uncertainty, and solve increasingly complex challenges—often without a truly confidential place to think out loud. Jon explains why carefully curated CEO peer groups create an environment where leaders can openly discuss difficult problems, receive objective feedback, challenge assumptions, and make better decisions with greater confidence. The conversation explores CEO isolation, decision fatigue, relationship capital, trust acceleration, executive leadership, accountability, vulnerability, family offices, portfolio companies, and why peer collaboration consistently produces stronger leaders than trying to solve every problem alone. Jon also shares how Fluence Circle evolved from serving high-growth CEOs into helping family offices and private equity firms strengthen leadership across their portfolio companies through confidential executive peer groups. Rather than acting as consultants, Jon's team builds trusted communities where experienced leaders help one another solve real business challenges. Whether you're a CEO, entrepreneur, investor, family office executive, private equity professional, or founder building a leadership team, this conversation offers practical insights into why relationships remain one of the most valuable assets any leader can cultivate. What You'll Learn • Why CEO isolation limits growth • How trusted peer groups improve decision-making • Why accountability accelerates leadership development • How relationship capital creates better businesses • Why vulnerability becomes a competitive advantage • How family offices can strengthen portfolio company leadership • Why peer collaboration often outperforms consulting • How diverse perspectives uncover better solutions • Why trust accelerates business growth • How exceptional leaders continue learning from other exceptional leaders About Jon Bailey Jon Bailey is the founder of Fluence Circle, an executive leadership community that brings together accomplished CEOs in carefully curated peer advisory groups focused on trust, accountability, leadership development, and long-term business growth. With more than three decades as an entrepreneur and over sixteen years building executive communities, Jon helps leaders overcome isolation while building stronger businesses through meaningful relationships.

    Why Great CEOs Never Lead Alone | Jon Bailey
  7. Jun 26

    Can Your Voice Reveal What Your Body Is Trying to Tell You? | Alex Fredericks

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with entrepreneur Alex Fredericks, founder of ToneWell, to explore one of the most fascinating developments at the intersection of artificial intelligence, personalized wellness, and preventive healthcare. 🧠 BIG INSIGHT The future of healthcare may become less about waiting for illness and more about understanding the subtle signals your body is already giving you. Voice analysis represents one of the earliest examples of AI helping people become proactive participants in their own health. Can your voice reveal what your body is trying to tell you? Alex believes it can. After decades building successful consumer products and wellness companies, Alex is now focused on helping people better understand their health through a simple 30-second voice recording. Using AI-powered voice analysis, ToneWell generates personalized wellness insights designed to help users optimize recovery, energy, nutrition, sleep, hydration, stress, and overall performance. The conversation explores frequency science, bioresonance, wearable technology, entrepreneurship, longevity, preventive health, AI, and why tomorrow's healthcare may become increasingly proactive rather than reactive. Alex also shares how entrepreneurs identify breakthrough opportunities, why context matters more than raw data, and how AI may empower individuals to make better daily health decisions before problems become larger ones. Whether you're interested in health optimization, AI, longevity, entrepreneurship, or the future of healthcare, this episode offers an exciting look at where personalized wellness is heading. What You'll Learn • How voice analysis can generate personalized wellness insights • Why AI is transforming preventive healthcare • The science behind bioresonance and frequency analysis • Why recovery may be more important than performance • How wearable technology and AI will increasingly work together • Why personalized wellness is replacing one-size-fits-all healthcare • The difference between analytics and medical diagnostics • How entrepreneurs discover disruptive opportunities • Why context is becoming the missing ingredient in healthcare • How AI may help people optimize their health every day About Alex Fredericks Alex Fredericks is the founder of ToneWell, an AI-powered wellness platform that uses voice analysis to deliver personalized wellness insights. His career spans consumer products, music, wellness, branding, and technology, where he has built innovative businesses focused on improving human performance through practical innovation.

    Can Your Voice Reveal What Your Body Is Trying to Tell You? | Alex Fredericks
  8. Jun 14

    Why Your Home May Be Affecting Your Health More Than You Realize | Sarah Walker

    In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Sarah Walker, a wellness-focused interior designer and advisor helping family offices, entrepreneurs, athletes, and ultra-high-net-worth families create homes that actively support health, recovery, performance, and longevity. Sarah shares her personal journey from a life-changing accident and long recovery process to building a business centered on a simple but powerful question: What if your home could help you heal instead of making recovery harder? The conversation explores how home environments impact sleep, stress, focus, energy, recovery, and overall quality of life. Sarah explains why many luxury homes are designed as showpieces rather than sanctuaries and why wellness, longevity, and human performance are becoming major priorities for family offices and successful entrepreneurs. We discuss indoor air quality, non-toxic materials, lighting, biophilic design, neuroaesthetics, wellness technology, EMF mitigation, multi-generational living, healthy home construction, and the future of wellness-focused real estate. Whether you're building a custom home, renovating an existing property, managing a family estate, or simply interested in improving your environment, this episode provides practical insights into creating spaces that support long-term health and well-being. What You'll Learn • How your home affects sleep, stress, and recovery • Why wellness real estate is one of the fastest-growing sectors globally • The science behind biophilic design and nature-inspired spaces • How air quality, lighting, and materials impact health • Why luxury homes often fail to support well-being • How family offices approach wellness and longevity differently • The role of neuroaesthetics in reducing stress and mental load • Why healthy homes support better decision-making and performance • The hidden risks of toxic materials and furnishings • How to create a home that promotes recovery, connection, and longevity About Sarah Walker Sarah Walker is a wellness-focused interior designer and advisor who helps family offices, entrepreneurs, professional athletes, and ultra-high-net-worth families create homes designed to improve health, longevity, recovery, and overall quality of life. Her firm combines interior design, sustainability, wellness science, and human-centered design to create environments that support both performance and well-being.

    Why Your Home May Be Affecting Your Health More Than You Realize | Sarah Walker

About

Arthur’s Round Table is a leading family office investing podcast featuring conversations with top investors, venture capitalists, and ultra-high-net-worth individuals. Each episode explores how elite allocators source deals, evaluate opportunities, and deploy capital across private markets. “What You’ll Learn” How family offices invest in private markets. Venture capital and private equity strategies. Deal flow sourcing and evaluation. Insights from UHNW investors.