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Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative thinking to help make sense of complex markets. In this episode you’ll learn: Why you don’t need t…
How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future. In this episode you’ll hear from: Adam Katz - Partner and Head of Founder and Entrepreneur Group at Corient Kelly Coffey - Co-founder of V…
Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel, is about losing his son Henry to Mental Illness. In this episode you’ll learn: How to find resili…
Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co to be the coach to RIAs that he wished he had.  In this episode you’ll learn: How relentless …
Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institutions align their capital with their mission. In this episode you’ll learn: Why you should challeng…
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