Beste Uncorrelated Podcasts (2024)

1
Owning the Crossroads in Investment Real Estate With Chad Braun (Ep. 36) 27:19

1y ago27:19

27:19

Summary: In this episode, Kevin Kaylakie speaks with Chad Braun, the managing partner and co-founder of Fifth Corner. Chad shares his incredible professional journey and how the Irreplaceable Corners TM approach differentiates them in the real estate space. Kevin and Chad discuss: How a company’s core values, and strategy can impact not just invest…

1
Affordable Housing: A Real ESG Investment With David Steinwedell (Ep. 35) 28:21

1y ago28:21

28:21

In this episode, Kevin Kaylakie speaks with David Steinwedell, founder and CEO of Affordable Central Texas. They provide a brief overview of a private sector solution to a current problem in Austin and other Texas cities, affordable housing. Kevin and David discuss: How a private market solution can be both beneficial to investors and ESG. The diff…

1
Should I Invest In Apartments? (Ep. 34) 25:45

1y ago25:45

25:45

Kevin and David discuss: Investing in Value-Add versus Core-Plus investments and risk adjusted returns. Leverage and risk. To have negative leverage or to be overleveraged? Real estate as an asset appreciation, wealth preservation, and cash flowing product. How to execute a Value-Add investment strategy. The future of real estate and real estate in…

1
Is Your Trustee Out of Touch? With Christopher Holtby (Ep. 33) 25:49

1y ago25:49

25:49

In this episode, Kevin Kaylakie speaks with Christopher Holtby, Co-Founder and Head of Learning & Business Development of Wealth Advisors Trust Company. Kevin and Christopher discuss: Removal and appointment of Trustees Trust Law and the Trust Task Force in South Dakota 4 Reasons to choose South Dakota Trust Jurisdiction How do Directed Trusts and …

1
Real Estate in the Texas Triangle with John Anderson (Ep. 32) 25:46

1y ago25:46

25:46

In this episode, Kevin Kaylakie speaks with John Anderson, Chief Financial Officer at 35South Capital. Kevin and John discuss: Core plus real estate assets. 35South Capital and the closing of their fund. Negative leverage in commercial real estate. Value-add in real estate and 35South Capital’s approach. Real Estate Investment in the Texas Triangle…

1
Seasonal Update at Tax Time With Kevin Kaylakie (Ep. 31) 21:18

1+ y ago21:18

21:18

In this episode, Kevin Kaylakie speaks with Connee Sullivan, Head of Family Office Service for SineCera Capital. Kevin and Connee discuss: Tax Preparedness: contributions to 401(k)s, HSAs, 529s, Charitable contributions to DAFs, and considering estate and gift tax planning. Tax loss harvesting. Planning checklist and the gathering of important docu…

1
SineCera Capital Core Values. What Make Us Who We Are With Connee Sullivan (Ep. 30) 18:10

1+ y ago18:10

18:10

In this episode, Connee Sullivan speaks with Kevin Kaylakie, founder and CEO of SineCera Capital. Kevin and Connee discuss: The meaning of SineCera The story behind and basis of our core values Being true fiduciaries by heart and by handshake. Selecting business partners who exemplify our values. And more. Connect With SineCera Capital: Email: Kevi…

1
Preparing for a Business Exit With Terese Everson (Ep. 29) 22:34

1+ y ago22:34

22:34

The dynamics of selling a business have changed considerably over the years. Private equity firms are increasingly focused on creating synergies, and many founders are staying in the business even after the sale. In this episode, Kevin Kaylakie speaks with Terese Everson, director at Focus Strategies Investment Banking, about the exit planning proc…

1
Vintage Timepieces: A Market for Valuable Collectibles and Family Heirlooms With Jacek Kozubek (Ep. 28) 31:12

1+ y ago31:12

31:12

Vintage timepieces are more than watches. They are unique pieces of history. They can be passed down from one generation to the next, and they often increase in value over time. Vintage watches offer both an investment opportunity and a beautiful piece of jewelry. In this episode, Kevin Kaylakie speaks with Jacek Kozubek, the founder and owner of T…

1
Latest Trends in Retirement Plan Distributions With Henry Yoshida (Ep. 27) 37:47

1+ y ago37:47

37:47

In traditional forms of IRAs (individual retirement accounts), investment options are often limited to stocks, bonds, and mutual funds. However, “self-directed IRAs” enable owners to invest their retirement savings into alternative asset classes. In this episode, Kevin Kaylakie speaks with Henry Yoshida, CFP®, founder and CEO of Rocket Dollar, Inc.…

1
The Current M&A Market: Is This the Right Time To Sell a Business? With Jack Selman (Ep. 26) 25:47

1+ y ago25:47

25:47

Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management. Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business? In this episode, K…

1
Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25) 17:09

1+ y ago17:09

17:09

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning. In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to … Continue readi…

1
Fund of Funds: Accessing Top-Tier Venture Capital and Growth Equity Funds With Aram Verdiyan of Accolade Partners (Ep. 24) 40:23

2y ago40:23

40:23

Access to top-performing funds across venture capital and growth equity is often limited to large institutional investors. Having built long-term relationships with these managers, Accolade Partners is able to gain access to their deals and offer high-net-worth clients the opportunity to invest via diversified funds of funds. In this episode, Kevin…

1
Early-Stage Venture Capital: Opportunities in Enterprise SaaS & Fintech With Anna Garcia (Ep. 23) 36:16

2y ago36:16

36:16

Seed-stage investing is a fascinating space where startups can offer considerable growth potential in their earliest stages. That attractiveness is further fueled by the recent upsurge in successful Enterprise SaaS and B2B Fintech startups. In this episode, Kevin Kaylakie talks with Anna Garcia, the Founder and Managing Partner of Altari Ventures, …

1
Venture Capital Today: Creating Alliances and Evaluating Market Segments With Steve Brotman (Ep. 22) 47:19

2y ago47:19

47:19

Early-stage venture capitalists (VCs) often lack the capital required to fund their pro-rata shares in subsequent financing rounds of their leading portfolio companies. That’s where Alpha Partners, instead of competing head-on against them, partners with early-stage VCs to bridge that capital gap. In this episode, Kevin Kaylakie talks with Steve Br…

1
Transitioning Capital Through a Value Added Partner With Gina Luna (Ep.21) 34:38

2y ago34:38

34:38

After nurturing a family business for years, a founder may now be looking for successors who can grow it to the next level. This transfer can be within the family, to an existing employee, or to a strategic investor. In this episode, Kevin Kaylakie speaks with Gina Luna, Founding Partner of GP Capital. They provide … Continue reading Transitioning …

1
A Next Gen Perspective on Impact Investing and Philanthropy With Chelsea Toler (Ep.20) 26:48

2y ago26:48

26:48

In the world of investing and philanthropy these days, the focus is on impact. There is a generational divide on what this actually means and how to approach it. In this episode, Connee Sullivan speaks with Chelsea Toler, Founding Partner at NOVA Impact and President at Keep Families Giving Foundation. Together, they talk about implementing … Conti…

1
Art-Secured Loans: A Unique Gateway to Private Credit with Alan Snyder (Ep. 19) 39:51

2y ago39:51

39:51

Have you ever considered fine art as collateral for private credit investments? The high-end art market attracts ultra-high-net-worth clients from around the world with art-secured lending becoming a globally valued asset class. For private credit investors, it can be a great diversifier for their portfolios. In this episode, Kevin Kaylakie speaks …

1
Addressing the Founder’s Dilemma from a Private Equity Lens with Amanda Eisel (Ep. 18) 21:49

2y ago21:49

21:49

As an entrepreneur or a private equity investor, you may be involved with businesses that are in their early growth stages and transitioning from “founder-led” to “professional management.” In this episode, Connee Sullivan speaks with Amanda Eisel, the CEO of Zelis, who has significant experience in private equity and working with founders. Amanda …

1
Private Market Investing for Family Offices and High-Net-Worth Individuals with Alexander Schoenbaum (Ep. 17) 40:52

2+ y ago40:52

40:52

The private market space has been around for a long time. But recently, it has been gaining interest from family offices and high-net-worth individuals. SineCera Capital remains highly committed to finding the right private investment managers who can be trusted with clients’ capital. In this episode, Kevin Kaylakie sits down with Alexander Schoenb…

1
Making Data Driven Philanthropy Decisions with Susan McDowell (Ep. 16) 26:32

2+ y ago26:32

26:32

In working with clients on their philanthropic goals, SineCera Capital brings the same rigorous analytic approach as it does with investments. In this episode Connee Sullivan highlights one of the Austin non-profits that best fits this model. LifeWorks is on a mission to end youth homelessness, and does so with a focus on data-driven results. … Con…

1
Diversifying Through SineCera Capital’s All-Weather Portfolio With Kevin Kaylakie and Adam Packer (Ep. 15) 34:59

2+ y ago34:59

34:59

In 2021, we experienced a spike in inflation rates, bond tapering by the Fed, and increased popularity of cryptocurrencies and NFTs. How did SineCera Capital’s all-weather portfolio perform through it all? Find out in this episode, as Kevin Kaylakie and Adam Packer provide insight on the impact of various economic factors and market trends on … Con…

1
What it Takes to Build a Successful Business Venture With Kim Overton (Ep. 14) 27:36

2+ y ago27:36

27:36

All great businesses begin with an idea. But what’s the secret behind turning an idea into a thriving enterprise? Find out in this episode, as Kevin Kaylakie speaks with Kim Overton, the founder and CEO of SPIbelt. Kim reveals how SPIbelt went from a small, local startup to a globally successful company with sales in … Continue reading What it Take…

1
Donor-Advised Funds: Doing More Good With Less Money With Brandon O’Neill (Ep. 13) 31:25

2+ y ago31:25

31:25

With every dollar you save in taxes, you have the opportunity to spend more on the betterment of your community. Are you ready to get the biggest charitable bang for your buck? In this episode, Kevin Kaylakie speaks with Brandon O’Neill, CFP®, CAP®, a charitable planning consultant for Fidelity Charitable. They unpack strategies to help … Continue …

1
Powering the Future With General Ken Eickmann (Ep. 12) 47:00

2+ y ago47:00

47:00

Electric, natural gas, hydrogen, and nuclear energy. You probably don’t realize how much you rely on them until they are no longer there. General Ken Eickmann is a senior research fellow and deputy director at the Center for Energy Security at the University of Texas. Among his many accomplishments, he has chaired committees for the … Continue read…

1
Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11) 24:47

2+ y ago24:47

24:47

Ultra-high-net-worth families need a trusted collaborative partner who will bring clarity, instill confidence, and help align their wealth with well-defined goals. This is what Kevin Kaylakie and his team at SineCera Capital work to provide each and every client. In this episode, SineCera Capital’s Chief Investment Officer, Adam Packer, joins Kevin…

1
Solving Biotech’s Biggest Digital Challenges With Yash Sabharwal (Ep. 10) 47:13

2+ y ago47:13

47:13

The pharmaceutical and biotech industry is facing a major challenge: How to effectively scale and distribute drugs. This is partially due to outdated software tools in the industry— and that is exactly what CherryCircle Software’s co-founder, CEO, and product visionary, Yash Sabharwal, wants to solve. In this episode, Kevin Kaylakie welcomes Yash t…

1
The Golden Period of Estate Planning With Doug Paul (Ep. 9) 41:52

2+ y ago41:52

41:52

The labyrinth of estate planning involves navigating goals, assets, taxes, investments, and the future. Flexibility is key. In this episode, Kevin Kaylakie is joined by Doug Paul of McGinnis Lochridge law firm. Doug shares several tax planning tools you can apply to your estate plan. He also explains why he believes this is the golden … Continue re…

1
Angel Networks and Seed Stage Funding With Hall Martin (Ep. 8) 28:15

2+ y ago28:15

28:15

As a startup business, finding investors can be a difficult process. It’s always nice to have help guide you through the process and connect you with the right people. In this episode, Kevin Kaylakie speaks with Hall Martin, Founder & CEO of TEN Capital Network. Hall shares how his firm helps connect startup companies with … Continue reading Angel …

1
The One Question Every Family Asks Me — With Dan Golosovker (Ep. 7) 33:23

3y ago33:23

33:23

The number one problem ultra high net worth families face is finding a resource that helps them have a complete view of their wealth as a family, regardless of where the assets are managed or by whom they are managed by. That’s why SineCera Capital enlisted Addepar to help solve this problem. In this episode, … Continue reading The One Question Eve…

1
The Power and Importance of Capturing Family Memories with Mike O’Krent (Ep. 6) 36:52

3y ago36:52

36:52

Memories are invaluable. Everyone has their own story, and family stories are what maintain the family culture that can easily be lost over time. Will you let those memories fade — or will you capture them through visual storytelling? In this episode, Kevin Kaylakie is joined by Mike O’Krent, founder of Life Stories Alive. With … Continue reading T…

1
How Family Office Services at SineCera Capital is Different (Ep. 5) 20:52

3y ago20:52

20:52

Many wealth management firms use the term “family office services.” But very few truly provide the level and scope of services that families with significant wealth need. In this episode, Kevin Kaylakie joins Connee Sullivan, SineCera Capital’s Head of Family Office Services, to discuss how SineCera Capital sets itself apart. Connee discusses the r…

1
Seeing the Forest for the Trees (Ep. 4) 25:11

3y ago25:11

25:11

Risk parity skeptics, get ready to discover the true value of implementing this strategy into your investment portfolio. In this episode, Kevin Kaylakie and Adam Packer discuss SineCera Capital’s risk parity approach and reveal how they assemble each piece of this strategy to create an “all-weather” investment approach that serves the unique needs …

1
Behavioral Finance as the Basis. Empirical Finance as the Solution. (Ep. 3) 20:48

3y ago20:48

20:48

SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences. In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team …

1
Meet SineCera Capital’s Connee Sullivan and Adam Packer (Ep. 2) 18:17

3y ago18:17

18:17

While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer. In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s …

1
Meet Kevin Kaylakie of SineCera Capital (Ep. 1) 28:16

3y ago28:16

28:16

Welcome to the debut episode of the Uncorrelated Minds Podcast with Kevin Kaylakie! In this podcast, join Kevin as he talks with successful individuals who think outside of the box, and in doing so, have created extraordinary results. In this inaugural episode, get your official introduction to Kevin Kaylakie, CFP®, CPWA®, the founder and CEO … Con…

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Uncorrelated Podcasts

Podcasts, die es wert sind, gehört zu werden

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