67 episodes

Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?

Real Wealth Real Health AdaPia d'Errico

    • Business
    • 5.0 • 14 Ratings

Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?

    Unpacking The Results of the Ellevest Women’s Financial Health Index

    Unpacking The Results of the Ellevest Women’s Financial Health Index

    Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities
    Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry. 
    Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.

    Key Insights:

    Sylvia’s own journey as a woman in finance

    The benefits of illiquid investments

    Ellevest Women’s Financial Health Index findings

    Impact investing is the future

    Changing demographic values

    Why community is vital for this movement


    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio  

    Guest Bio:
    Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.

    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    Ellevest
    Ellevest Women’s Financial Health Index
    Connect with Sylvia on LinkedIn
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    • 47 min
    An Expert Perspective on Today’s Commercial Real Estate Market

    An Expert Perspective on Today’s Commercial Real Estate Market

    40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions. 
    Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. 
    In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate.
    Key Insights:

    Continuing education can help your investing

    Discount rate vs. cap rate

    Are we in a recession?

    The issue with negative leverage

    Is retail back?

    Invest like an optimist

    Opportunities in today’s market


    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio

    Guest Bio:
    In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate.

    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    Synergy Commercial Real Estate
    Email Todd
    UCLA Extension
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    • 46 min
    The Energy of Money and Finding Purpose as a Passive Investor

    The Energy of Money and Finding Purpose as a Passive Investor

    A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life’s purpose.
    Vinki Loomba is the founder and CEO of Loomba Investment Group, a company dedicated to helping people build wealth through multifamily real estate investing. Vinki chose this career path after a spiritual awakening that showed her she could do more for her community by using all the knowledge she had gained through years of passive real estate investing. In this episode, Vinki shares her inspiring story of discovering her purpose, and she reflects on some of the ways our collective consciousness has shifted in recent years. Vinki also shares practical advice about finding investment opportunities in a variety of economic conditions, and she encourages listeners to move beyond a scarcity mindset.
    Vinki Loomba is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success.
    Key Insights:

    How real estate investing helped Vinki find her purpose

    We attract like minded people

    Investing as a path to freedom

    The energy of money

    Finding opportunities in any economic conditions

    A scarcity mindset creates scarcity

    Wealth is not money


    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio

    Guest Bio: 
    Vinki Loomba is the founder & CEO of Loomba Investment Group, a private equity/investment firm specialized in real estate syndications. Vinki is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a former IT professional and a professor who transitioned to full-time real estate investing. Vinki is an expert in strategic planning and management with a strong ability to connect the dots. With her unique combination of corporate and entrepreneurial experience, she is quite familiar with busy professionals’ distinct challenges. The goal of her work is to provide investors with the right knowledge to be able to make wise investing decisions aligned with their long-term financial goals in order to achieve financial success.
    Driven by her mission to help and touch one million lives in a meaningful way, Vinki is best known for inspiring many in her circle. She strongly believes that with 100% focus and concentration you can transform any idea into reality.

    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    Loomba Investment Group
    Connect with Vinki on LinkedIn
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    • 53 min
    Solving the World’s Problems with Venture Capital

    Solving the World’s Problems with Venture Capital

    A serial entrepreneur explains why he’s focused on mitigating the “age of disasters”
    Lifeboat Ventures CEO and Managing Director Gopi Mattel believes we are now in the age of disasters. From natural disasters to economic crises to pandemics, Lifeboat Ventures is focused on solving problems through disaster impact mitigation startups. In this episode, Gopi provides a new framework for thinking about disasters and explains why the venture capital space is uniquely positioned to tackle these problems head on. He also breaks down the difference between venture funds and venture studios, and he explains how one of Lifeboat’s startups is addressing the California housing crisis. 
    Gopi Mattel is a serial entrepreneur and the CEO and managing director of Lifeboat Ventures. He’s also the founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of sales performance management. Gopi has decades of experience with starting and running businesses, and he’s spent more than 30 years in the technology and executive management space. 
    Key Insights:

    We are now in the age of disasters

    Why venture?

    Unique solutions to the housing crisis

    What are B-Corporations?

    Scarcity is a human concept

    Venture studio vs. venture fund



    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio

    Guest Bio:

    Gopi Mattel is a serial entrepreneur and is the managing partner and CEO at Lifeboat Ventures, a venture studio for disaster impact mitigation startups. He’s also the Founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of Sales Performance Management. Gopi is also the director of the Chennai, India chapter of the Founder Institute, which he launched. He has spent the past four years managing cohorts of startups, coaching numerous startups through the detailed steps from ideation to funding.
    Prior to Lifeboat Ventures and CellarStone, Gopi founded Motiva, Inc., a pioneering firm in the Sales Performance Management space, which was acquired by Siebel/Oracle. He has decades of deep and granular experience in all the various aspects of starting and running a business, and more than 30 years of experience in Technology and Executive Management. Gopi has implemented Sales Performance Management systems for companies such as Allied Signal Aerospace, Clorox, Milwaukee Electric Tool, Hill-Rom, Transamerica Capital, among others. He has held management positions at Citibank, FSB., and The Gap, Inc. He serves as an advisor for Pepperdine University Graziado Business School’s Most Fundable Companies program, and is a contributor to thestreet.com. Gopi holds a Bachelor of Science degree and University First Rank in Geography and Statistics from the University of Madras, Chennai, India.

    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    Lifeboat Ventures
    ADU,Works
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    • 53 min
    How to Secure Your Financial Future

    How to Secure Your Financial Future

    Checking in with a wealth advisor about planning for the future in our current economic climate.
    In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women.
    Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women. 

    Key Insights:

    Jerry’s perspective on our current economic situation

    Why retirement planning needs to evolve

    What to include in your financial plan

    When to start investing in long-term care insurance

    Investing in today’s market

    Jerry’s new book and his efforts to celebrate women 


    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
    Guest Bio:
    Jerry St-Cyr is a wealth advisor with New York Life Insurance Company. Prior to this role, Jerry was a Financial Advisor for five years at Morgan Stanley focusing on retirement, financial and legacy planning for families in the Tri-State area. Prior to that, he was a multi-dimensional global business leader with executive-level sales management, marketing, business development and corporate negotiation experience in North and South America, Europe and Asia.   Jerry still focuses on retirement, financial and legacy planning. His other areas of expertise lie in 401K and Defined Benefit plans. His target audiences include women, small business owners, doctors’ and lawyers’ offices, religious organizations and successful individuals and families in the Tri-State area. Jerry received his Bachelor's Degree in Commerce with a major in Marketing from McGill University in Montreal, Canada. He also studied Strategic Negotiations at Harvard, the Executive Development Program at the Wharton School of Business, International Project Management at IMD Business School in Switzerland and Finance and Leadership at the Singapore Institute of Management. Jerry is also an accomplished author of two books: My Wine Guide (made simple) and WOMANITY! A Tribute to Women. 

    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    gmstcyr@comcast.net
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    • 46 min
    Investing in Times of Uncertainty

    Investing in Times of Uncertainty

    Three Keys Investment Founder Julie Holly explains why it’s important to keep investing even when economic conditions seem less than ideal.
    It may seem prudent to hold off on investing in real estate in the midst of our current economic climate. Julie Holly argues that you can invest wisely no matter what’s happening in the markets, and if you don’t invest at all, you’re losing money. In this episode, Julie shares her perspective on the ways that rising interest rates are impacting investor behavior in both residential and multifamily real estate. She also explains how she’s continuing to find opportunities, overcoming fear and doubt, and she shares her best advice for staying grounded, becoming a more confident investor, and prioritizing the things that matter most to you.
    Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey.
    Key Insights:

    The impact of rising interest rates on multifamily real estate

    Understanding economic cycles

    How to keep investing regardless of economic conditions

    Building confidence as an investor

    Julie’s tips for staying grounded

    What it really means to have wealth


    Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:
    Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio
    Guest Bio:
    Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, managed properties from 1,000 miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based units, and a general partner in 120 units. Julie is also a high-performance coach and host of “The Conscious Investor” podcast, a show focused on supporting investors at every step of their journey.
    Resources:
    Real Wealth Real Health
    Alpha Investing
    podcast@alphai.com
    gmstcyr@comcast.net
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 48 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

Damon D'Amore ,

Great Podcast

Love the hosts tone and vibe, always great information, interesting guests and actionable takeaways

Trevor Oldham ,

Awesome!

One of my new fav shows!

S H Elliott ,

Great podcast!

So motivational, great guests and very relatable topics especially for aspiring entrepreneur and investors.

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