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Money Matters Episode 105- What is a Family Office? W/ Wendy Orth and Prateek Mehrotra

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Release Date: 06/22/2015

Money Matters Episode 280 – The Art of Being Indispensable at Work W/ Bruce Tulgan show art Money Matters Episode 280 – The Art of Being Indispensable at Work W/ Bruce Tulgan

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

We were joined today by author, Bruce Tulgan to discuss his book The Art of Being Indispensable at Work: Win Influence, Beat Overcommitment, and Get the Right Things Done

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Money Matters Episode 279 – The Price You Pay For College w/ Ron Lieber show art Money Matters Episode 279 – The Price You Pay For College w/ Ron Lieber

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

We were joined today by author, Ron Lieber to discuss his book The Price You Pay For College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make .

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Money Matters Episode 278 – The Business of We w/ Laura Kriska show art Money Matters Episode 278 – The Business of We w/ Laura Kriska

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

We were joined today by author, Laura Kriska to discuss her book The Business of We.

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Money Matters Episode 277 – American Kompromat w/ Craig Unger show art Money Matters Episode 277 – American Kompromat w/ Craig Unger

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

We were joined today by bestselling author, Craig Unger to discuss his newest book American Kompromat. I first interviewed Craig back in 2018 after House of Trump, House of Putin was published. We picked up that conversation again on the eve of Trump's 2nd impeachment. We even discussed Qanon and Jeffrey Epstein.... Give it a Listen!  

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Money Matters Episode 276 – Educating Online During COVID-19 Part 2 w/ Jackie Aguilera show art Money Matters Episode 276 – Educating Online During COVID-19 Part 2 w/ Jackie Aguilera

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

The coronavirus pandemic has forced many schools to abruptly educate from a distance. Today, we spoke with Jackie Aguilera, Project Manager Mayors office for Adult Literacy and former CEO of EastSide University, a longtime nationally recognized leader in mobile learning and digital innovation. In April, we visited with Jackie. This is a follow up to that show to see where Houston is at now that we have seen an uptick in Covid cases. How have educators adapted?

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Money Matters Episode 275 – Does College Really Prepare You for Work w/ Megan O'Connor show art Money Matters Episode 275 – Does College Really Prepare You for Work w/ Megan O'Connor

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

College is one of the biggest investments that families make, and yet many students spend much of their time in college figuring out what they want to do. There’s very little time between high school and college to explore career interests. 30% of undergrads change their major at least once within three years of initial enrollment. 40% of bachelors’ degree holders would study a different major if they had to do it all over again.

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Money Matters Episode 274 - The Biggest Bluff w/ Maria Konnikova show art Money Matters Episode 274 - The Biggest Bluff w/ Maria Konnikova

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

It's true that Maria Konnikova had never actually played poker before and didn't even know the rules when she approached Erik Seidel, Poker Hall of Fame inductee and winner of tens of millions of dollars in earnings, and convinced him to be her mentor. But she knew her man: a famously thoughtful and broad-minded player, he was intrigued by her pitch that she wasn't interested in making money so much as learning about life.

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Money Matters Episode 273 -Financial Health and Optimism Even in an Economic Downturn W/ Michelle Gielan show art Money Matters Episode 273 -Financial Health and Optimism Even in an Economic Downturn W/ Michelle Gielan

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Lasting effects from the worst economic downturn in our lifetime are having a staggering effect on financial health. In fact, a recent survey from Frost Bank shows current financial health as a result of the pandemic is low, with two in five (40%) Americans citing their financial situation as fair or poor.

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Money Matters Episode 272 -The Economics of Wind Energy  W/ Daryl Losaw and Samuel Gerbus show art Money Matters Episode 272 -The Economics of Wind Energy W/ Daryl Losaw and Samuel Gerbus

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

According to the U.S. Department of Energy, the United States reached a wind power generating capacity of 82,000 megawatts in 2016. That year over 8,200 megawatts of wind capacity was installed, with the top states in terms of capacity being Texas, Iowa, Oklahoma, California, and Kansas. The first commercial offshore wind facility was completed as well, in Rhode Island, and 41 states had utility scale wind power available.

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Money Matters Episode 271- Dome Homes , Bunkers and Strom Shelters W/ Dave Pressler show art Money Matters Episode 271- Dome Homes , Bunkers and Strom Shelters W/ Dave Pressler

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Approximately 10,000 lives are saved each year due to shelters and emergency plans. Thirty six percent (36%) of Americans do not have emergency plans in the event of dangerous weather.

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A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family's money, manages all of the family's assets, and disburses payments to family members as required.

The office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a president, CFO, CIO, etc. and a support staff. The officers are compensated per their arrangement with the family, usually with overrides based on the profits or capital gains generated by the office. Often, family offices are built around core assets that are professionally managed.

Today we were joined by Author Wedy Orth and Prateek Mehrotra.

Wendy is an independendent Wealth Advisor residing in Houston, TX.  She introduces clients to our Firm and our Endowment Investment Philosophy®. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.

Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston.

713-775-5149

 

As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments.  He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.

Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee.  His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.

Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors.  He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities.  He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.

He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India.  Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh.  He is both a Chartered Financial Analyst (CFA) Charter Holder and a Chartered Alternative Investment Analyst (CAIA).  The CAIA program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA Charter Holder in Wisconsin.

 

You can findout more about Wendy and Prateek at:

www.endowmentwm.com

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/…/how-schools-can-improve-their-…/

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

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