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In this episode, Lisa Morris, Managing Director at AKS Family Partners, shares her non-traditional path from performing on Broadway and bootstrapping a travel agency to directing venture investments for a New York single family office. Lisa breaks down the unique operating dynamics of single family offices, debunking common misconceptions about their investment mandates and highlighting why authentic, long-term relationships and peer trust outweigh cold pitches and transactional outreach. The conversation explores direct investment strategies across biotech, defense, and crossover deals, along with niche asset classes like thoroughbred horse pinhooking for immediate tax depreciation. In addition, Lisa discusses her book Can You Roller Skate?, sharing practical perspectives on career reinvention, why human intuition remains indispensable in an AI-driven deal-screening world, and how leading with generosity creates compounding professional capital.  #FamilyOffice #VentureCapital #AngelInvesting #DirectInvestments #SingleFamilyOffice #CareerPivot #ImpactInvesting #AlternativeInvestments

In this episode, Leo Young, Founder and Managing Partner of Cornell Communities, unpacks the investment mechanics and operational realities behind scaling a specialized manufactured housing community (MHC) and RV park portfolio. Drawing from his background on the acquisitions team of a $4.5B private equity fund and high-stakes enterprise sales at Tesla, Leo details how hands-on operational grit, deep underwriting, and a focused niche playbook generate resilient risk-adjusted yields. He breaks down the economic advantages of the tenant-owned home land-lease model—highlighting how owning the underlying dirt and managing infrastructure eliminates unit-level turnover and maintenance headaches while providing dependable, recession-resistant cash flows. In addition to examining regional underwriting across the Midwest and Southeast, the conversation delivers actionable advice for emerging sponsors on navigating the transition from single-asset syndications to hybrid fund structures, managing investor alignment, and building institutional-grade credibility.  #RealEstateInvesting #ManufacturedHousing #MobileHomeParks #PrivateEquity #FundManagement #AlternativeInvestments #PassiveIncome #CommercialRealEstate

In this episode, Jeff Crusey, Co-founder of IceNine Ventures, unpacks what it takes to invest in the new industrial renaissance and back frontier hard tech startups at the moment of ignition. Drawing on his career across corporate venture capital at DTE Energy Ventures, deep-tech operator roles, Seraphim Space, and early bets on companies like True Anomaly and Castelion, Jeff shares how early-stage investors can underwrite technical and geopolitical risk long before consensus catches on. The discussion covers the resurgence of domestic manufacturing, the critical defense and aerospace supply-chain bottlenecks ripe for disruption, and the game-changing impact of physical AI and next-generation compute architectures. In addition, Jeff delivers practical advice for aspiring VCs and emerging fund managers on building syndicate power, bootstrapping an angel track record, and cultivating LP trust years before launching a fund.  #VentureCapital #HardTech #DeepTech #FrontierTech #DefenseTech #Aerospace #AngelInvesting #IndustrialRenaissance

In this episode, Scott Barnes, Founder and Managing Member of Leap District Advisors, unpacks the essential back-office, accounting, and compliance infrastructure emerging fund managers need to scale into institutional-grade firms. Drawing on over two decades of financial leadership—including scaling systematic hedge fund Fort LP from $700M to over $6B and serving as CFO/CCO at Washington Harbor Partners—Scott shares tactical insights on right-sizing operations without blowing out total expense ratios (TER). He dives into the structural distinctions between liquid hedge funds and illiquid venture capital or private equity vehicles, covering valuation marks, shadow accounting, master-feeder setup pitfalls, and internal controls. Additionally, Scott outlines key LP diligence expectations, explaining how to evaluate third-party administrators, manage audit trails, and select the right service providers to win institutional trust.  #FundManagement #VentureCapital #PrivateEquity #HedgeFunds #OutsourcedCFO #AssetManagement #FundAdministration #EmergingManagers

In this episode, Anil Bahirwani, Founder and CEO of AMB Group and Portfolio Manager of AMB Megatrend, breaks down how he scaled two funds from $10 million to over $100 million in combined assets primarily through warm referrals and consistent, long-term performance. Drawing on three decades of experience founding major FX brokerages and managing market-making operations, Anil reveals how applying Charlie Munger’s inversion principle—obsessing over downside risk and refusing leverage rather than chasing high returns—creates an asymmetric edge across global markets. The conversation explores his four-pillar portfolio allocation across FX/commodities, private operating businesses, real estate, and concentrated bottom-up equities. Anil also shares actionable insights on identifying market dislocations in Southeast Asia, why emotional temperament and discipline matter far more than technical theory during panics, and the power of operating strictly within your circle of competence to build compounding wealth.  #AssetManagement #MacroInvesting #ValueInvesting #RiskManagement #FXTrading #FundManagement #WealthBuilding #EmergingMarkets

In this episode, Dani Lynn Robison, Founder and CEO of Freedom Family Investments, breaks down her transition from professional musician and fine art auctioneer to leading a multi-company real estate platform with institutional scale. Drawing on lessons from navigating the 2008 downturn and executing major value-add turnarounds, Dani explains the strategic shift from single-deal syndications and turnkey properties to discretionary fund management. She unpacks her core thesis around "needs-based" assets—spanning workforce housing, senior living, and industrial self-storage—and shares how her $100 million fund balances risk and investor preferences through distinct quarterly income and compounding growth tracks. The conversation also covers operator vetting frameworks, geographic expansion across the Midwest and Southeast, and why relationship-driven organic capital raising consistently outperforms paid marketing in private equity.  #RealEstateInvesting #FundManagement #PrivateEquity #RealEstateSyndication #NeedsBasedRealEstate #PassiveIncome #AlternativeInvestments #MultifamilyInvesting

In this episode, former Lehman Brothers Wall Street trader, newsletter publisher, and bestselling author Jared Dillian introduces the core philosophy behind his book, The Awesome Portfolio, offering retail investors a practical roadmap to achieve consistent, stress-free wealth accumulation. Reflecting on surviving a 50% personal drawdown during the 2008 financial crisis, Jared breaks down why minimizing volatility and catastrophic downside risk is far more vital to long-term financial happiness than blindly chasing market beta or volatile tech stocks. He outlines the architecture of his equal-weight, five-asset framework—allocating 20% each to stocks, bonds, gold, cash, and real estate—and explains how this simple annual-rebalancing strategy systematically outshines conventional 60/40 portfolios during deep economic dislocations. The conversation also covers essential tactical insights for everyday wealth preservation, comparing key index ETFs like VTI versus VOO, breaking down commodity ETFs, and addressing why hype-driven thematic funds and robo-trading AI rarely beat disciplined, multi-asset diversification.  #Investing #AssetAllocation #TheAwesomePortfolio #PersonalFinance #WealthPreservation #ETFs #RiskManagement #StockMarket

In this masterclass episode, seasoned institutional investor and operator Ryan Borchert shares key frameworks for launching, modeling, and scaling institutional-grade real estate private equity funds. Drawing from over two decades of experience across investment banking, middle-market PE, and real estate fund management, Ryan breaks down how emerging managers can define a differentiated "buy box," build actionable value-creation plans, and effectively communicate their thesis to prospective LPs. Ryan then walks through an institutional fund-level financial model for new construction, demonstrating crucial modeling best practices—from structuring deal roll-ups, capex contingencies, and debt schedules to optimizing GP/LP waterfalls and return sensitivities. The conversation concludes with essential advice on streamlining LP reporting, automating back-office fund administration, and leveraging visual storytelling to stand out and build investor trust.  #RealEstateInvesting #PrivateEquity #FundManagement #FinancialModeling #RealEstateDevelopment #EmergingManagers #AssetManagement #LPInvestorRelations

In this episode, Robert Rosa, Director at Morangi Management, provides an insider’s look into multi-family offices, asset management strategies, and how ultra-high-net-worth families manage complex portfolios. Rob breaks down how an outsourced CIO structure helps legacy families and post-exit founders navigate everything from public equities and private credit to early-stage venture capital and unique trophy assets like sports teams and luxury yachts. The conversation dives deep into emerging sector trends, highlighting the surging demand for AI infrastructure, clean energy solutions, and high-conviction investments in nuclear energy—such as small modular reactors and nuclear fuel technologies. Additionally, Rob discusses the debate between direct co-investments and fund investing, effective portfolio construction, and the critical importance of setting up trust and estate structures early to preserve multi-generational wealth.  #AssetManagement #FamilyOffice #OutsourcedCIO #PrivateEquity #VentureCapital #NuclearEnergy #AIInfrastructure #WealthManagement #PortfolioStrategy

In this episode, real estate developer and investor Gaurang Galla, Founder of Gala Investments LLC and Principal at Radius Capital Development, breaks down high-yield growth opportunities across private equity, real estate development, and the booming AI infrastructure landscape. Diving deep into the North Carolina Research Triangle, Gaurang discusses how navigating zoning and local entitlement reforms creates massive alpha for investors—unlocking land value before construction even begins. The conversation explores the shifting mechanics of fund management, transition strategies from single-project SPVs to institutional fund vehicles, and the critical role of capital readiness when securing premier off-market deals. Additionally, Gaurang shares actionable insights into the rapid migration of multi-gigawatt AI data centers to the Southeast, examining the energy, power, and land infrastructure demands driving the next wave of tech-enabled real estate investing.  #RealEstateInvesting #PrivateEquity #ZoningAndEntitlements #AIDataCenters #RealEstateDevelopment #CommercialRealEstate #FundManagement #PropTech

In this episode of the Investor Podcast, we sit down with Savi Hussain to explore her 25-year journey in asset-backed lending, private credit, and underwriting across over $100 million in transactions. Drawing on her experience helping scale platforms to over $3 billion in AUM, Savi shares critical insights into evaluating financial statements, catching reporting red flags, and conducting rigorous on-site due diligence.  We dive into: Underwriting & Credit Risk: Key criteria for structuring solid deals, evaluating EBITDA multiples, and ensuring sufficient capital runway. The Apex Bridge Advantage: How Savi is bridging the talent gap in private equity, venture capital, and engineering by placing top-tier candidates into mission-aligned roles. South Florida Market Dynamics: Observations on the shift of institutional capital and fund managers to "Wall Street South," alongside trends in local real estate and school-zone demand. Savi concludes with a vital piece of advice for professionals and allocators alike: "Find a job that you really enjoy and love doing, where you can make a difference. Do what you love, and always do it with kindness—it will come back tenfold to you." #PrivateCredit #AssetBackedLending #AssetManagement #PrivateEquity #DueDiligence #TalentAcquisition #SouthFloridaRealEstate #FinancialLiteracy

In this episode of the Investor Podcast, we sit down with Sequoia Borgman, founder and CEO of Borgman Capital, to discuss his transition from public accounting to leading a successful lower middle-market private equity firm. Drawing from nearly two decades of transaction experience at global accounting giants like Arthur Andersen, KPMG, and RSM, Sequoia shares how his CPA background drives a conservative, value-investing approach focused on established, cash-flowing family and entrepreneur-led businesses.  The conversation dives deep into: Targeting the Lower Middle Market: Why Borgman Capital focuses on older industrial, manufacturing, distribution, and food packaging companies generating $4 million to $8 million in EBITDA, avoiding the hyper-competitive auction processes seen in larger tranches. Value Creation & Professionalization: Managing the transition risk from founder-led operations to professional management teams, introducing modern systems, and aligning incentives with sellers who retain skin in the game. The Role of AI & Robotics in Industrials: Evaluating the pragmatic adoption of AI tools for back-office streamlining and deal screening, while analyzing why physical AI, robotics, and automation take longer to yield direct investment returns in traditional manufacturing environments. Sourcing & IC Discipline: How Borgman Capital screens over 1,500 opportunities annually by leveraging a distributed regional network, buy-side outreach, and strong local relationships to find deals with a high probability of closing. Sequoia wraps up with a fundamental piece of business and life advice: "Do what you say you're going to do. Do the right thing."   #PrivateEquity #LowerMiddleMarket #Manufacturing #DealSourcing #MNA #ValueInvesting #BorgmanCapital #BuyoutStrategies

In this episode of the Investor Podcast, we sit down with Jeremy Harbour, founder of Unity Group and the Harbour Club, to discuss his journey from dropping out of school at fifteen to completing over a hundred acquisitions and helping nearly a hundred companies go public across twelve countries. Jeremy breaks down why he views acquisition-led growth as superior to relying solely on organic expansion, sharing key lessons on engineering win-win exits for small-to-medium enterprise (SME) owners without having to rely on traditional private equity or heavy upfront debt.  The conversation dives deep into the following: M&A and the Small Middle Market: How first-time dealmakers and search funds often fall into "analysis paralysis" by applying corporate-level due diligence to lower middle-market targets, and why solving a seller's true non-financial motivations is the real key to closing deals. Navigating Public Markets & International Exchanges: Jeremy's insights from analysing over fifty global stock exchanges, detailing why listing too early in the U.S. can destroy shareholder value and how alternative international markets or pre-IPO structures can provide cheaper, more flexible growth runways. Real-World Execution vs. Theory: Case studies on rolling up fragmented industries—such as telecom and railway infrastructure and utilising public listing frameworks to win government tenders, attract executive talent, and access lower-cost capital. Jeremy wraps up with an essential dealmaking rule: "A deal is not a deal until it's a deal," reminding investors to stay focused on execution rather than counting unclosed opportunities.  #MergersAndAcquisitions #SMEOwnership #PublicListing #PreIPO #Dealmaking #AcquisitionGrowth #PrivateEquity #BusinessExit

In this episode of the Investor Podcast, we sit down with William Solomon, Chief Investment Officer at White Manna Capital, to explore the intersection of artificial intelligence, biotechnology, metabolic disease, and women’s health. With over two decades of leadership spanning clinical research, pharmaceutical regulatory affairs, and entrepreneurship—including founding the Accreditation Council for Medical Affairs (ACMA)—William brings a unique, operator-led perspective to public equity investing and hedge fund strategy.  The conversation dives deep into: The Evolution of GLP-1s & Metabolic Health: Moving past short-term weight loss toward targeting organ damage, preserving lean muscle mass, and evaluating the next generation of therapeutics from leaders like Eli Lilly, Structure Therapeutics, and Viking Therapeutics. Emerging Health Infrastructure & AI: How digital health platforms, continuous glucose monitors (CGMs), wearables, and anonymized big data warehouses are enabling precision medicine while maintaining essential human-in-the-loop oversight. Building an Institutional Hedge Fund: Tactical advice for emerging managers on maintaining lean operational structures, managing single-stock concentration risk (capping movers around 10%), and clearly articulating a differentiated investment edge to prospective LPs. Innovations in Women’s Health & Longevity: Addressing metabolic shifts, perimenopause, cardiovascular risk, and bone density preservation as life expectancies continue to extend. William concludes the discussion with a vital lesson on leadership and team building: "When people show you who they are when you first meet them, believe them."   #HealthcareInvesting #Biotech #GLP1 #MetabolicHealth #HedgeFundStrategy #AIinHealthcare #WomensHealth #Longevity

In this episode of the Investor Podcast, we sit down with Raymond Bridges, CPA and founder of Bridges Capital LLC, to discuss his journey from studying economics at Rollins College to managing over $250 million in assets under management and launching a four-star Morningstar-rated active ETF listed on the NASDAQ. Drawing from his background in commodity futures, deep-discount brokerages, and private wealth management, Raymond explains how his Austrian economic worldview shapes his risk-adjusted strategy designed specifically for retirees navigating capital withdrawal and preservation in South Florida.  The conversation covers key tactical and macro themes: Building a Proprietary ETF: The structural advantages of active ETFs over traditional closed-end funds and mutual funds, focusing on full liquidity, tax efficiency via custom basket redemptions, and transparent performance metrics. Macro Thesis & Portfolio Construction: Navigating late-stage business cycles by pairing cash-alternative box spread strategies with selective market-cap-weighted index exposure to draft the broader markets safely. Federal Reserve Policy & Kevin Warsh: Raymond’s take on Federal Reserve monetary policy, the evolution of the Fed's balance sheet, ample reserves regimes versus scarce reserve operations, and the potential impact of leadership shifts on market liquidity and inflation. Raymond wraps up with a core piece of career and life advice: "Every day, you do what you subconsciously think you're worth," encouraging listeners to align their work and conviction with their true potential.  #WealthManagement #ETF #Macroeconomics #AustrianEconomics #FederalReserve #AssetManagement #FinancialPlanning #ActiveManagement