Our podcast series looking to unraveling the uncertainties facing high net worth families.
Why are so many store shelves empty? Have US-China tensions, the Ukraine War, and Covid-19 broken international supply chains irreparably? Is the era of globalized trade coming to an end? And how does this impact inflation? This week on Definitely Uncertain, Hillel West, Head of Manufacturing & Supply at Indivior, joins us to look at […]
Guy Hochman, Chief Behavioral Officer of Platera.ai, joins us on this week’s episode of Definitely Uncertain to break down the role psychology plays in our financial decision-making. Are we rational? How can we act more rationally? Do we have biases clouding our judgment? How does the language we use influence our decision-making? Listen in to […]
How important is financial literacy? What finance tools do we need to impart to our children? On this week’s episode of the podcast we look at these questions with Dr. Yael Hadass, academic head of Economics at the Reichman University International School and general manager of Schocken Publishing House. Dr. Hadass offers helpful advice about […]
On this week’s episode of the podcast, George Norman, a founding partner of Beaufort Capital Management, shares his family’s story and provides insights about what it takes to successfully adapt a family business from one generation to the next. George explains how these lessons have been successfully applied within Beaufort Captial.
Chris Ekimoff, Director in the Financial Investigations Group at RSM, takes a deep dive into the world of fraud. How were some high-profile cheats able to get away with their fraudulent activity for so long? He also discusses what investors should look out for, so they can avoid falling for scams. Key take away: Be […]
Adam Nash, CEO and Co-Founder of Daffy, is trying to revolutionize philanthropy. On this week’s episode of the podcast, he discusses what Donor Advised Funds are and why they are a better way to give. Adam talks about the need for creating a tech-enabled giving platform to make giving accessible to everyone. You can follow […]
Ken Peng, Investment Strategist at Citi Private Bank, discusses whether this is the right time to be investing in China, and what potential investors should be aware of, including sizing. He also talks about the current US and Chinese political tensions and the effects it might have in the equity market.
Dan Altschuler Malek, the Managing Partner at Unovis Asset Management & New Crop Capital, discusses new technologies coming into the world of alternative protein foods. He talks about how population growth has affected the global food supply and the different alternatives available in the market.
Harel Tow, International Tax Partner at KPMG Israel, discusses if there will be changes to the 10 year tax holiday and if they will be retroactive or only going forward. Tow also talks about a potential exit tax on citizens who are looking to leave the country, and what people who are considering Aliya should […]
Amy Castoro, President and CEO of The Williams Group, discusses how to talk to your children about money. She gives specific pointers on how to have the conversation with your kids, in order to make the transition of wealth as successful as possible.
Where have all the employees gone? Evan Sohn, Chief Executive Officer of Recruiter.com (NASDAQ: RCRT), discusses the Great Resignation in the job market; how much is Corona-related, and whether it is here to stay. He also discusses the new “job-hopper economy” and what this means for investors.
Dalia Black, Founder and CEO at Weave Impact, joins us this week to discuss social impact investing and how it is interpreted differently by different investors. She also answers the age-old question: can investors make the same returns investing in impact as opposed to traditional investments?
Lilac Mandeles, CEO at TechforCann, discusses what risks investors should be aware of before investing in the cannabis market, and what the long and short term outlook is.
Eliav Benjamin, Head of the Middle East Bureau at Israel’s Ministry of Foreign Affairs, discusses how the Abraham Accords are performing one year later and what is planned for the future. What has been the reaction throughout the Middle East to the Accords? Where do opportunities lie?
This week we talk to Gary Leibler, Founder and Managing Partner at Shavit Capital, about Israel’s tech IPO boom. As valuations climb higher and higher we ask are they sustainable? We also discuss Israel’s unicorn phenomenon and what Gary looks for when investing in late-stage companies.
Matthew Rubin, Managing Partner and Chief Investment Officer at Matrix Private Capital Group, discusses portfolio construction as equity valuations continue to climb, and if it is time to start selling. He also discusses the current low-interest rate environment, and alternatives to fixed income in order to generate yield.
This podcast is Part Two of a two-part series from the Taub Center. Professor Benjamin Bental, Professor Emeritus of Economics at the University of Haifa & Principal Researcher and Economics Policy Program Chair at the Taub Center, discusses Israel’s economic recovery from COVID and how it compares to the rest of the world. Prof. Bental […]
This podcast is Part One of a two-part series from the Taub Center. Professor Avi Weiss, President of the Taub Center for Social Policies in Israel, discusses the Israeli housing market, if he thinks home prices will start coming down, and how an increase in interest rates will affect the market in the future. He […]
Zvi Schreiber, CEO at Freightos, serial entrepreneur, and author discusses his quest to understand the essence of money. He explains why the post-Pandemic increase in money supply is different than 2008 and why we should be nervous about inflation. He also shares his view on cryptocurrency, and why he does not think it is here […]
Daniel Bernard, Investor and Venture Partner at Mindspring Capital, discusses how the passion of sports can impair an investor’s critical thinking. He talks about how to get into the business of sports, and cautions against involving ego and emotions when investing.
Jeremy Teacher talks about how high net worth individuals can better work with their private bank. How to choose a bank that meets your requirements? Can you negotiate terms and fees?
Gary Kirk, Founding Partner of TwentyFour Asset Management, discusses expectations around rising inflation, and how investors can position their portfolios to combat it.
What are SPACs and why has the market exploded? We asked expert Vik Mittal, Partner & PM at Glazer Capital and Founder at Meteora Capital. Vik also discusses the pitfalls to avoid when getting involved in the SPAC market.
From drones delivering pizza to commercial space travel, Zev Stub, Business Correspondent at the Jerusalem Post, discusses new technology coming from Israel in the next couple of years.
Joe Milam, Founder of AngelSpan/The Legacy Funds, discusses the psychological differences between an investor who is focused on wealth generation versus someone who is focused on wealth preservation. He discusses how gender and locale influence an investor’s approach to portfolio construction, and how it is the job of the advisor to have investors’ portfolios tailor-made […]
Paul Pratt, Director at PKF, discusses the keys to successful succession in a family business and the right time to begin preparing the second generation to take over. He also speaks about managing the proper balance between family and work.
Jeffery Sacks, Head of EMEA Investment Strategy at Citi Private Bank, gives an update on the European economy. We ask whether European equities are poised for major outperformance? Or will this be another disappointing run as too often in the past? Jefferey also discusses with Darren Rockman how investors can take advantage of opportunities in […]
Back in March, an NFT was sold for $69 million at Christie’s Auction House. Paul Veradittakit, Partner a Pantera Capital, explains what an NFT is, and how they add trust and authentication to a trade. He also discusses if NFT’s are here to stay, or if they are just a passing fad.
Anthony Maniscalco, Managing Director at Investcorp, discusses why buying minority ownership stakes in Hedge Funds and Private Equity Funds can provide an attractive return to investors. He explains how buying GP stakes allows investors to de-risk their holdings in alternative investments.
Kris Putnam-Walkerly, Author and Philanthropy Advisor to some of the worlds biggest donors, discusses the mistakes philanthropists make during a crisis and how to be better prepared for the next one. Just like investors, philanthropists need to spend money on capacity building to get the best results. Kris also discusses that how we give is […]
Danny Margalit, Chairman and CEO of BDO Israel discusses the Israeli IPO boom, and the effect it is having on the Israeli market.
After a tumultuous year, with many people still not returning to the workforce and super low-interest rates, how is the Israeli economy really fairing? Micah Avni, Founder and CEO of Peninsula Group, one of Israel’s largest non-bank lenders, discusses the impact of Corona and the outlook for 2021. Micha also talks to us about his […]
Sam Vecht, Managing Director of the Emerging Europe & Frontiers Markets at BlackRock, discusses what role investing in Emerging Markets can have in your portfolio. How have Emerging and Frontier Markets been affected by Covid and the weakening dollar? Sam stresses the importance of diversification, appropriate compensation, patience, and making sure you are allocated correctly.
Joanna Landau, Founder & CEO of Vibe Israel, discusses her path to finding the right philanthropic mission, and how it differed from her family’s expectations. She also discusses the need for creating a business around not-for-profit organizations and making sure that they run successfully.
David Ram and Darren Rockman discuss the hedge fund market, and how it works. What should investors watch out for like fees, correlation, and liquidity. And is now the right time to be investing?
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.