Our podcast series looking to unraveling the uncertainties facing high net worth families.
Stock market valuations are at all-time highs and climbing. Are we now in a market bubble? Marc Singer, a Director & Senior Wealth Advisor, shares his views on the current equity market and how to protect yourself for when the bubble pops!
Shahar Botzer, Co-Founder and Managing Partner of Good Company, discusses his amazing personal journey and the importance of impact investing on this week’s episode. He shares some of his recent investments, and some common pitfalls to avoid so that your investment has the most impact for your buck.
This week we speak to Justine Zwerling, who heads Primary Markets for the London Stock Exchange in Israel, about Israeli IPOs, the challenges of professional women working in a “boys club” and why she started the Jewish Women’s Business Network.
Is Bitcoin Gold 2.0? Michael Sonnenshein, CEO at Grayscale Investments, discusses whether Bitcoin is here to stay and if investors should have an allocation to cryptocurrencies. He also talks about the significance of blockchain surveillance, and how it is changing the way business is done.
In December, hackers successfully infiltrated up to 250 major corporations and US Government departments in the largest cyber-attack ever. Professor Yehuda Lindell, Co-founder, and CEO of computer security company Unbound Tech, talks about his work in protecting data and gives us advice on how to protect your financial and family interests from a cybersecurity breach.
Jack Levy, Partner and Co-Founder of MoreVC, walks us through the do’s and dont’s of start-up and venture investing. He discusses some of his fund’s investments and gives some tips on how to manage currency exposure as the shekel climbs to new heights.
Daniel Mendoza, Founder, and Director of Ereira Mendoza, discusses the UK real estate market – transaction volumes, rent collections, and pockets of distressed opportunities. He also takes the time to discuss the Ann Frank Trust and why it is even more important in the current climate.
Maya Natan, CEO of Keshet and Executive Director of the Jewish Funders Network Israel, speaks to us about the Donor Advised Fund Israel, which helps families organize all of their donations under one umbrella.
The COVID-19 pandemic has wreaked havoc on many parts of the global economy, including Israel. In this week’s podcast, Matthew Salter, an ex-Bank of Israel Portfolio Manager, discusses the impact of the lockdowns on the Israeli economy, inflation, unemployment, and his views on where the shekel will go.
Anthony Scaramucci, The Mooch, Founder and Managing Partner for Skybridge Capital, discusses hedge funds, Trump policy, investing biases, and offers some advice on how to maintain and build your business in this difficult market.
Yael Eckstein, President, and CEO of The International Fellowship of Christians and Jews (IFCJ), speaks about the fellowship, working with her father, and eventually taking over for him.
Michael Granoff, Founder, and CEO at Pomona Capital, speaks to us about the private equity secondary market, and his thoughts on this presidential election.
Moving a family business to the next generation is a complex and often fraught process. While many families successfully make the move, there are pitfalls that need to be avoided. Micky Barnea, Managing Partner at Barnea Jaffa Landa & Co Law Offices, has been the legal adviser on transfers of large family business. We talk […]
Robert Stafler, Co-Founder & CEO of Fintex Capital, discusses the impact technology is having on the private debt market.
Peter Edwards, CEO of the Victor Smorgon Group, shares his family’s story and why they’ve made significant investments in gold bullion and gold mining.
David Schwartz, Vice President of Technology Venturing & Innovation at PepsiCo, gives us a peek at new technology and innovations at PepsiCo and the potential impact it is having on the market.
Mireet Wolf, General Counsel at Goldrock Capital, offers advice and practical applications of having and setting up a will.
Jeffrey Sacks, Head of EMEA Investment Strategy at Citi Private Bank, who gives us insight as to where investors can find yield during these uncertain times.
Carice Witte, Founder and Executive Director at SIGNAL – Sino Israel Global Network & Academic Leadership, gives us an update on China’s economy and policy, and some implications for investors.
Shawna Goodman, Chair of the Goodman Family Foundation, speaks to Daniel Goldman about philanthropy, values and learning to run a family foundation.
David Jackson, founder and CEO of Seeking Alpha, gives us his insights into the Robinhood phenomena and the changing worlds of equity trading, brokerage and equity research.
For an update on the state of Israel’s Venture Capital market check out this week’s episode of the Definitely Uncertain podcast. We chat to Dror Glass of Israel Secondary Fund about valuations, the relative success of Israeli and US VC and whether Israeli tech companies exit too early.
The growing challenge of food security in Israel and what it means to become a philanthropist activist, a conversation with Joseph Gilter, founder and chairman of Leket Israel.
How are private equity funds valuing their portfolios and new transacitons in a Covid 19 world? David Ram talks to Lance Carr of Houlihan Lokey in New York, an expert in private company valuations.
How does a family build resiliance in the face of uncertainty and sometimes adversity? Daniel Goldman speaks with Tamar Milo, an expert in family business succession, about the challanges high net worth families face.
What do you need to know about your private bank? And how is Covid effecting the way you should work with your private banker? We talk to Jeremy Teacher, an expert in the field.
A whole lot of people are currently stuck in a country where they are not typically tax resident. What should they do? Darren Rockman discusses the question with Harel Tow of KMPG.
How are philanthropists responding to C19? Daniel Goldman and Darren Rockman discuss the role of high net worth families in a time of crisis.
CVC Credit Partners’ Mark DeNatale discusses the opportunities in credit on this week’s episode of Definitely Uncertain.
Lessons from the lockdowns. The steps high net worth families should take to equip for unanticipated eventualities. What can we learn from the corporate disaster plans?
We explore the impact the Corona crisis is having on US real estate with Jay Zweibel of Harbor Group International. Where are the opportunities for investors?
David Ram speaks with Zac McCarroll of Private Advisors Real Assets about the wild swings in oil and gas. Are there opportunities in energy markets for high net worth investors?
Daniel Goldman and Darren Rockman look at how high net worth investors should prepare and manage through extreme volatility and uncertainty in equity markets.
A podcast for high net worth investors and family offices.