The Pursuit

TrueShares
  • 5.0 (4)
  • Investing

Markets are complicated. Talking about them doesn’t have to be. The Pursuit brings together seasoned finance leaders for candid conversations about the ideas that shape how we invest and live. Each episode focuses on a different pursuit, and is explored through stories, experience, and honest discussion. Real talk about finance, life, and the decisions that sit at the intersection of both.

Episodes

  1. Jun 15

    Episode Four: High-Performance Culture

    Recorded in Washington, D.C. at the AE Wealth Symposium, this special episode explores the role culture plays in building successful businesses.Featuring insights from leaders across the financial services industry, the conversation covers how strong values, authentic relationships, and intentional leadership can strengthen teams, deepen client relationships, and support long-term growth. Whether you're a business owner, leader, or advisor, you'll walk away with practical ideas for creating a culture people want to be part of.

  2. May 11

    Episode Three: AI Innovation

    The rapid advancement of AI is closely tied to a critical yet often underestimated element – capacity. Recent breakthroughs like AI coding agents are transforming productivity. In this episode, Sam Kim - Founder and Portfolio Manager at Black Hill Capital Partners - reveals why the explosive growth in AI demands a seismic shift in chip manufacturing and how industry giants like TSMC and Nvidia are racing to keep up.Joined by Kevin Thornton- Head of Sales at AE Wealth Management- The group breaks down the implications of massive prepayments, capacity bottlenecks, and the race for raw materials in a landscape where the physical world struggles to keep pace with the cyber revolution.

  3. Mar 25

    Episode Two: Retirement

    Most people underestimate just how much their retirement can hinge on one key factor - cash flow. Are you prepared to turn your savings into a sustainable income, especially in today's unpredictable markets? This episode exposes the true challenge: maintaining financial independence while navigating economic shifts that threaten your nest egg. Join Kevin Thornton, Head of Sales at AE Wealth Management, as he dives into diverse visions of retirement - rich with hobbies, travel dreams, or simply spending time with family. Alongside industry experts Jeff Feldman and Chris Lakumb of RiverNorth, we unravel the complex realities facing today’s retirees.

  4. Feb 5

    Episode One: Understanding Risk

    In this debut episode of The Pursuit, Mike Loukas is joined by co-hosts Phon Vilayoune, CEO of Veta Investment Partners, and Kevin Thornton, Head of Sales at Advisors Excel– as well as guests Mike Barker, retired Navy Seal, and Larry Robinson, Chief Impact Officer with the Folds of Honor Foundation. Set in sunny Orlando during the 2026 World Series of Success hosted by Advisors Excel, the group dives into the pursuit of understanding risk.

  • 4 Episodes

Ratings & Reviews

5
out of 5
4 Ratings

About

Markets are complicated. Talking about them doesn’t have to be. The Pursuit brings together seasoned finance leaders for candid conversations about the ideas that shape how we invest and live. Each episode focuses on a different pursuit, and is explored through stories, experience, and honest discussion. Real talk about finance, life, and the decisions that sit at the intersection of both.

Information

  • Creator
    TrueShares
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © TrueShares
  • Show Website
    The Pursuit