The Capital Club Podcast
A podcast dedicated to providing investors with access to the most influential thought leaders, entrepreneurs, advisors and capital allocators in the alternatives space.
The Revolution That Wasn’t
How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn’t and editor of the Wall Street Journal’s Heard on the Street column.
Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money
How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.
What is a Family Owner’s Manual and Do I Need One?
It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional attorney to reorganizing his family’s activities under a single-family office.
Key Characteristics of High-Performing Family Offices
Are family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in it.
Talking to Your Parents about Their Finances
As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist, discusses how to have meaningful conversations with your parents about their finances.
Pros, Cons, and Features of Robo-Advisors for the Wealthy
Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how robo-advisors have revolutionized traditional financial advisory services.
The Founder’s Story: From Recovering Attorney to Real Estate Investor
This episode of the Capital Club podcast is your chance to get a behind-the-scenes look at the life and story of Brian. He talks about the challenges he faced along the way, his successes and failures, how networking helped him find his current path, and what he’s learned about business development.
How To Build A Board That Strengthens Your Business
Take a thoughtful approach to growing your business, hold yourself accountable, and bring opportunities that you never could have found on your own.
Expert Insight on 1033 Exchanges
This episode of the Capital Club podcast dives deep into 1031 and 1033 exchanges. Our guests, Camille Renshaw, CEO and co-founder of B+E, and Brad Borden, a professor of law at Brooklyn Law School, provide expert insight…
Digital Strategies That Drive Success in Family Businesses
Whatever digital experience you’re creating for your end users, make sure it is as efficient as possible. In this episode, Travis Coley, the Managing Director at Whitepenny, shares his insight on the current talent war…
Creating Your Epic Life Today
Do you believe in the power of introductions and creating significant relationships? In this episode, Justin Breen and Mark Fujiwara, the co-founders of the exclusive connectivity platform BrEpic Network…
The Great Population Growth Slowdown
Have you explored the global population crisis and its impact on economic growth? In this episode, Brian dives into the worrying trend of depopulation…
Generation Wealth: Money, Mentorship, and Meaningful Connections
In this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs.
How to Improve Age and Gender Inclusivity in Family Enterprises to Co-Create Businesses of the Future
Today we welcome back Nike Anani to the podcast. She is a Speaker, Author, and Legacy Planning Consultant for family firms.
The Next Generation of Leaders
This episode features an inspiring conversation with Celine Fitzgerald, a next-generation leader from a long line of successful bankers.
The Truth About Being a Lead Dad with Author and Former New York Times Journalist
Before starting The Company of Dads in 2021, Paul Sullivan was a journalist for 25 years.
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Excelsior Capital
104 Woodmont Blvd, Suite 120
Nashville, TN 37205
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