Episode 77 - Targeting Investment Opportunities in Latin America
Release Date: 05/02/2023
Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
Purpose-Driven Wealth
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands. In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few. Here’s what you...
info_outline
Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses
Purpose-Driven Wealth
Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses...
info_outline
Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as...
info_outline
Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives
Purpose-Driven Wealth
Wealth is not only measured by what you have saved, but also by whom you have helped. In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph’s inspiring journey through life gave rise to his initiative. Here’s what you will expect in this episode: A story with the first homeless person he hung out with....
info_outline
Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as “the ugly asset”. Join us and discover the nuances of the opportunities in the Industrial Real Estate. In this episode of the Purpose-Driven Wealth podcast, Mo Bina speaks with Judd Dunning, a seasoned broker and the President of DWG Capital. Judd shares his knowledge in evaluating Industrial Real...
info_outline
Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel, author of a new book, The Secret Wealth Advantage, in a very engaging discussion about Economic Cycles in the current context. In Akhil’s first appearance (Episode 28), they have...
info_outline
Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments
Purpose-Driven Wealth
Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it...
info_outline
Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate
Purpose-Driven Wealth
The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream. Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere, and finance basics you need to know. Learn about the Pros and Cons of buying properties, as well as the related risks and tips for those who want to start buying a piece of paradise....
info_outline
Episode 97 - Driving Innovation in the Bitcoin Ecosystem
Purpose-Driven Wealth
Sending money to just anywhere in the world is a simple process but carries a lot of restrictions and limitations. The advent of Bitcoin and its lightning network bypasses those limitations in terms of transferring value with finality in the same acceptable level as being handed a 20-dollar bill where nobody can question that you have that amount of value. Join us in this episode of the Purpose-Driven Wealth podcast as Mo Bina interviews Christopher Calicott of Trammell Venture partners, the VC industry’s first Bitcoin-native fund. Learn more about why institutions and large players...
info_outline
Episode 96 - Diamonds - A Cut Above in the World of Investing
Purpose-Driven Wealth
Podcast: Purpose-Driven Wealth Episode: Episode 96 - Diamonds - A Cut Above in the World of Investing The most consistent lesson in investing is that all assets carry a certain risk, and price is dependent on the market. Investors are always on the lookout for new asset classes to help diversify their portfolio as a way to enhance risk mitigation. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina talks to Chris Dessi of Diamond Standard about how they created the first and only regulator-licensed diamond commodities. Learn about how they successfully leveraged the...
info_outlineJoin Mo Bina in this episode of the Purpose-Driven Wealth podcast as he sits down with Josh Ziegelbaum, Director of Investor Relations at Legacy Group. Discover why Legacy Group invests in Latin America, particularly in Colombia, and their flagship portfolio company, the Green Coffee Company. Josh emphasizes the importance of diversification across asset classes and geographies for investors, as well as the risks associated with investments in Latin America. He also shares the company's plans to acquire more land and grow up to 15,000 acres in the US by the end of 2023.
Here’s what you will expect in this episode…
Importance of diversification across asset classes and geographies for investors
Legacy Group's investment focus in Latin America, primarily in Colombia
Discussion of flagship portfolio company, Green Coffee Company
Risks associated with investments in Latin America, including weather and political risks
Legacy Group's business plan to acquire more land and grow up to 15,000 acres by the end of 2023 in the US
There is still so much more to learn so tune in!
About Josh Ziegelbaum:
Josh Ziegelbaum is the Director of Investor Relations at Legacy Group, a Fort Lauderdale-based alternative asset manager that targets investment opportunities in Latin America. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. He was also a Private Banker for Wells Fargo, where he focused on complex credit needs and investments in public securities. Josh studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests.
Connect on Josh Ziegelbaum:
Website: https://legacy-group.co/
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
LinkedIn: https://www.linkedin.com/company/legacygroup/
Connect with Mo Bina on…
Website: https://www.high-risecapital.com/
Medium: https://mobina.medium.com/
YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured
Instagram: https://www.instagram.com/highrisecapital/
For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
https://www.high-risecapital.com/resources-index