Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”

Episode #303: Kevin Lozer, Holistiplan, “Streamline And Scale The Tax Planning Process For Advisors”           Guest: Kevin Lozer, CFP is the co-founder of Holistiplan, an end to end tax planning tool for financial advisors. Kevin brings a lifelong interest in the technology startup space to Holistiplan. He has been an active member of the angel investing community in the Washington, D.C....

Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”

Episode #302: Lisa Rich, Hemisphere Ventures, Xplore, “There’s Never Been A More Exciting Time For The Space Industry”         Guest: Lisa Rich is managing partner of Hemisphere Ventures, an early stage VC firm focused on frontier tech. She’s also founder and COO of Xplore, a space company dedicated to deep space exploration. Date Recorded: 3/31/2021 Sponsor: Masterworks– Use Promo Code “MEB” to skip their...

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”

Episode #301: Dr. Daniel Crosby, Orion Advisor Solutions, “You Want The Best Anxiety Adjusted Returns”           Guest: Daniel Crosby, Ph.D, is Chief Behavioral Officer at Orion Advisor Solutions. Orion serves more than 2,000 firms on its wealthtech platform and turn key asset management platform, which has $48B in assets under management. In this role, he is responsible for bringing behavioral tools,...

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”

Episode #300: Best Idea Show – Geoffrey Batt, Euphrates Advisors, “You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies”           Guest: Geoffrey Batt has been investing on the Iraq Stock Exchange since January 2008. In October 2010, Mr. Batt launched the Euphrates Iraq Fund. Prior to his Iraq investments, Mr. Batt was an...

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”

Episode #299: Sundeep Ahuja, Climate Capital, “Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around”           Guest: Sundeep Ahuja is a 3x founder-turned-investor who's currently GP @ Duro Ventures, Climate Capital, and DVC. Prior investments include Good Eggs, Substack, Mighty Buildings, Goodreads, and Shef. He's also the author of Haline, a...

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”

Episode #298: Boris Wertz, Version One, “I Really Think About The Next Decade As A Golden Decade For Technology”           Guest: Boris Wertz is founding partner of Version One and one of the top tech early-stage investors in North America. Born in Germany and based in Vancouver, Boris takes a wide-angle view to find great companies all across North America: from...

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”

Episode #297: Tim Ranzetta, Next Gen Personal Finance, “Every Student Wants To Learn About Money”           Guest: Tim Ranzetta is the co-founder of Next Gen Personal Finance (NGPF), a non-profit organization to partner with teachers by sharing timely and relevant curricular resources, providing effective professional development, and advocating to increase access to financial education. His recent entrepreneurial adventures have included driving...

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”

Episode #296: Jason Hsu, Rayliant Global Advisors, “As Investors, We’re Always Looking For Uncorrelated Sources Of Return”             Guest: Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At...

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”

Episode #295: Jacob Rubin, Philosophy Capital Management, “I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat”             Guest: Jacob Rubin is the Founder and Managing Member at Philosophy Capital Management LLC, launched April 1, 2020. Prior to Philosophy, Jacob was a Managing Director at Lonestar Capital and spent time at...

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”

Episode #294: Dan Rasmussen, Verdad Advisers, “A Lot Of These Regime Changes Happen Around Recessions And Crises”             Guest: Dan Rasmussen is the Founder and Portfolio Manager for Verdad Advisers, a global investment firm that provides a public market alternative to private equity. Before starting Verdad, Dan worked at Bain Capital and Bridgewater Associates. Dan earned an AB from Harvard College...