Leveraging SMAs to Execute Data-Driven Alternatives Strategies with Christopher Volpe
Release Date: 12/26/2024
Designing Engaging and Memorable Family Events with Alicia Fritz
FOXcast
Today, it is my pleasure to speak with Alicia Fritz, Founder and Principal Designer of A Day in May Events, an event production firm sought after for mastering the art of entertaining. With a mission to preserve the unique history and life experiences of her clients and their families, Alicia and her team have been entrusted as strategic partners for their private, legacy clients for close to two decades. Since 2007, Alicia has built a dedicated staff of event specialists and creative thinkers who operate with a methodical and intuitive system that prioritizes collaboration with their clients,...
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Appreciating Luxury Watches as an Alternative Asset Class with Paul Boutros
FOXcast
Today, I am pleased to welcome Paul Boutros, Deputy Chairman and Head of Watches, Americas for Phillip, the leading auction house dedicated to collector’s watches. Based in New York City, he helped establish and build the watch department since its launch in 2014. In October 2017, he led Phillips’s inaugural New York watch auction, Winning Icons, where Paul Newman’s legendary Rolex “Paul Newman” Daytona sold for $17.8 million - the highest result ever for a vintage wristwatch sold at auction. Under his leadership, the Phillips New York team as sold many legendary pieces, including a...
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Nurturing Talent to Engineer Successful Family Successions with Dr. Carl Robinson
FOXcast
Today, I am excited to speak with Dr. Carl Robinson, Founding Partner at Vantage Leadership Consulting. Carl is a licensed clinical psychologist who has spent the better part of the last 35 years assisting executives and families in preparing for and navigating career-defining moments. His clientele is broad and far-reaching, ranging from non-profit organizations to the Fortune 100, and includes names such as the Federal Reserve System, MD Anderson Cancer Center, Whirlpool, Steel Dynamics, The Hyatt Corporation, and many more. Carl is a highly regarded public speaker, who has authored a number...
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Institutionalizing the Family Office to Achieve Intergenerational Sustainability With Marina Margarucci
FOXcast
Today, I have the pleasure of speaking with Marina Margarucci, Managing Director at CBIZ, a consulting, tax, and financial services firm. Marina is the national leader of the Private Client Services practice at CBIZ, and she played an instrumental role in the organization and institutionalization of the practice. Marina’s career has been concentrated on supporting robust, complex families heavily invested in the Alternative Investment space, which enables her to deliver essential insights when analyzing financial statements and investment portfolios. She specialized in building out and...
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Realizing the Unique Social Impact of Private Markets with Ross Butler
FOXcast
Today, I am pleased to welcome Ross Butler, a podcaster, strategy consultant and author and the host of Fund Shack, a leading private capital channel. Ross also advises private capital firms on their go-to-market and communications strategies and ethical policies. He has been a business journalist, Editor of Real Deals, and has won Private Equity journalist of the year three times. He was Director of Communications at Invest Europe and has worked with various listed private capital firms on their public market outreach. Our conversation today is about private capital markets. Ross shares his...
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Helping Manage and Minimize Conflict within the Family with Jane Beddall
FOXcast
Today, I have the pleasure of speaking with Jane Beddall, founder and principal of Dovetail Resolutions. Jane is a seasoned mediator, facilitator, and consultant, as well as a certified CINERGY® Conflict Management Coach and a Conflict Dynamics Profile® Certified Practitioner. She works with legacy families, family enterprises, and family offices to help individuals and families handle communication and conflict better. Jane is the host of the weekly podcast Crafting Solutions to Conflict, providing a practical and positive perspective on conflict. In 2014, she received The Honorable Robert...
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Exploring Alternative Residency in New Zealand with Stuart Nash
FOXcast
Today, I am pleased to welcome The Honorable Stuart Nash, CEO and Founder of Nash Kelly Global, a bespoke consultancy that specializes in facilitating New Zealand permanent residency and resettlement through the country's Golden Visa program. Stuart was a senior Cabinet Minister for 5.5 years in the Ardern Administration and launched New Zealand's Golden Visa (or as it is titled: the Active Investor Plus Visa) in September 2022 as Minister of Economic Development. His portfolios included Minister of Police, Economic Development, Small Business, Tourism, Revenue, Forestry, and Fisheries. Before...
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Cracking the Code on Outsourcing Family Office Functions with Brian Weiner and Lisa Castro
FOXcast
Today, I have the pleasure of speaking with Brian Weiner and Lisa Castro of Family Office Growth Partners. Brian is the firm’s Founder & CEO, and for nearly 25 years, he has served as a trusted advisor to successful entrepreneurs and family enterprises in the areas of investment, tax, governance, and philanthropy. Brian began his career in 1996 as the Deputy Trade Commissioner for the Government of Israel, where he facilitated joint ventures/strategic partnerships on behalf of U.S. and Israeli companies. Brian is a serial entrepreneur and a trailblazer in the family office space, with...
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Investing in Soccer as a Family Legacy and Community Asset with Justin Papadakis
FOXcast
Today, I’m excited to speak with Justin Papadakis, Deputy Chief Executive Officer and Chief Real Estate Officer at the United Soccer League (USL). Justin joined the USL in 2014 and has held various roles including President of Commercial Ventures and Chief Operating Officer and has led its expansion efforts across the USL Championship, League One, and Super League, and most recently, the announcement of USL’s plans to launch a Division One men’s professional league in 2027-2028. Prior to the USL, Justin served as leasing director, and later business development director, at DDR Corp, now...
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Navigating the Complex Relationship between Trust and Wealth with Emily Bouchard
FOXcast
Today, I have the pleasure of speaking with Emily Bouchard, founder of Bouchard Bespoke Consulting. Emily is an author and speaker with over 20 years of experience coaching multigenerational families, with a focus on blended family dynamics and family business succession. As a coach and consultant assists clients in effectively communicating about complex situations and building, maintaining, and repairing trust across generations. As a fractional Chief Learning Officer, she designs personalized learning experiences that focus on lifelong growth, emotional intelligence, and financial acumen....
info_outlineToday, I’m excited to speak with Chris Volpe, Managing Director of Zephyr Financial Solutions, an award-winning asset and wealth management software platform. Zephyr is part of Informa, a leading global provider of digital-first and data-driven products and services. Chris and Zephyr Financial Solutions are FOX Technology Resource Partners, and we are happy to have the unique tools and expertise they bring to our membership community.
Alternative investments are an increasingly meaningful component of family office investment portfolios, and this segment of the investment landscape is also rapidly evolving. Chris shares his views on what is happening in the world of alternatives and what trends are shaping this unique space.
Separately managed accounts (SMAs) are becoming increasingly popular for a multitude of reasons, especially in the realm of private and alternative investments. Chris talks about the latest developments in the SMA space and highlights the challenges and opportunities investors face when comparing, selecting, and evaluating different SMA options.
Chris offers his practical tips and suggestions for our listeners on how to gain access to and navigate data on private and alternative investments that is available out there in the marketplace.
Chris and his firm developed and launched Zephyr, and its PSN Data tool, specifically for the purpose of allowing investors to compare SMAs and to make dynamic data-driven investment decisions. He describes how Zephir works, the benefits the PSN Data tool offers, and how family office investors can leverage this new technology platform.
Enjoy this insightful conversation with one of the leading players in the fast-evolving space of alternatives and SMAs.