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 Fiduciary Frontier: Navigating the Complex World of Personal Finance
Don Trone is the CEO and one of the Co-founders of 3ethos. In 2015 he was named by Investment Advisor magazine as the “Father of Fiduciary”.
The Modern Family Office: Building a Business That Lasts
Josh Baron is a co-founder and Partner at BanyanGlobal. For the last decade, he has worked closely with families…
Deindustrialization: Opportunity or Threat?
In this episode, Brian examines the phenomenon of deindustrialization and discusses its implications on global economies.
Strategies in a Volatile Market
Brian sits down with Niall Gannon, a frequent top financial advisor in America and author of the book Investing Strategies for High Net Worth Investors.
A Strength-Based Approach to Advising Multi-Generational Family Enterprises
Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations.
The Anti-Silicon Valley Investor: How to Find Success in Early Stage Startups
David Mandel is an emerging tech Super-Angel Investor and managing partner of Emerging Ventures Capital. He has invested in over 500 startups.
Revolutionizing Financial Advising through Technology
We are joined by Jason Van Thiel, the director of research for Helios – investment management, wealth management, and FinTech platform.
Finding Financial Freedom: Transitioning from a Corporate Career and Discovering Your Purpose
Billy Keels is the founder of First Generation Capital Partners. He grew up knowing nothing about investing and challenged himself to learn everything.
The State of Digital Currency
Dr. Henry Kim is a professor at the Schulich School of Business, York University, Canada, and the head of Blockchain.Lab at York.
The Startup that Created a New Biotech Superfuel
Michael Brandt is co-founder and CEO of H.V.M.N. He’s an avid triathlete and marathoner. Before starting H.V.M.N., he received his BS in Computer Science & Design at Stanford…
From Tax Haven to Safe Haven: A Look at Singapore’s Tax System
Edmund Leow is a senior partner in Dentons Rodyk’s Corporate practice group and Head of the Tax practice.
How the RIA Industry has Evolved
Andy Sathe is a Shareholder at MCF Advisors (a boutique Registered Investment Advisor with offices in Greater Cincinnati, Lexington and Louisville)…
What We Learned About the Real Estate Investment Space in 2022
Jarrod Arnold is the COO at Excelsior Capital. He oversees financial matters (including budgeting, forecasting, and tax) as well as Marketing, Human Resources, and Investor Relations.
A Deeper Look at Deglobalization & How We Got Here
In this episode, Brian discusses the potential for increased global risk and instability, as well as the potential effects on economies in developing countries.
The Changing Landscape of Global Wealth
Jamie McLaughlin is a management consultant focused on firms who serve the UHNW and family office client segments.
Best Practices for Managing Conflict in Family Offices
Andy Busser is the President of Family Office at Pitcairn, a 100 year-old family office serving more than 100 families around the United States.
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Excelsior Capital
104 Woodmont Blvd, Suite 120
Nashville, TN 37205
investors@excelsiorgp.com
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