Download “The 10 Best Things To Know About Venture Debt” from ⁠https://7in7show.com/⁠ Mike Ryan (⁠https://www.bulletpoint.network/⁠), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss: 1. From Hype to Hustle: Startups Adapt to...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Mike Ryan (https://www.bulletpoint.network/), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss: 1. From Hype to Hustle: Startups Adapt to...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Kelly Perdew (https://www.moonshotscapital.com/) is the Co-Founder and Managing General Partner of Moonshots Capital. Kelly shares his journey from high school in Wyoming to West Point, his military service, and his transition into entrepreneurship and venture capital. He highlights Moonshots Capital's focus on investing in extraordinary leadership and how military veterans often bring valuable qualities to...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Kelly Perdew (https://www.moonshotscapital.com/) is the Co-Founder and Managing General Partner of Moonshots Capital. Kelly shares his journey from high school in Wyoming to West Point, his military service, and his transition into entrepreneurship and venture capital. He highlights Moonshots Capital's focus on investing in extraordinary leadership and how military veterans often bring valuable qualities to...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Richard Hillson (https://www.hillsonconsulting.com), is the Founder of Hillson Consulting, an investment consultancy that helps leading independent Registered Investment Advisors (RIAs) and family offices improve their product offerings and portfolio construction, predominantly through alternative investments that help to generate optimal portfolio diversification and higher risk-adjusted returns. In this...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Anthony Scaramucci (https://www.skybridge.com/), Founder and Managing Partner of Skybridge, talks about his journey from working at Wall Street to the steps of the White House. Discover his investment principles, including the importance of long-term investing and the potential of AI and crypto ETFs. In this episode, Zack and Anthony discuss: 1. Long-Term Investing: The Recipe for Success 2. Innovation...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Art Hogan (https://brileywealth.com/), Chief Market Strategist at B. Riley Wealth, is one of the leading Wealth Advisors in the country. With over 30 years of experience, Art shares his insights on investment principles, the importance of rebalancing, and how to navigate paradigm shifts like AI. In this episode, Zack and Art discuss: 1. Avoiding Down Rounds 2. Venture Debt Explained 3. Tech...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Stefan Whitwell (https://whitwelladvisors.com/), founder and Chief Investment Officer of Whitwell & Co. enjoys helping business owners prepare for the sale of their businesses and be more strategic in how they fund their business in its early growth stages. Stefan shares his extensive experience in finance and discusses the intersection of AI, automation, and the investment industry. In this episode,...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Chad Smith (www.reveillewealth.com) is one of the founders and managing partners of Reveille Wealth Management, based in Atlanta, GA. His background as an investment analyst and consultant spans over 25 years, serving institutional, corporate, and individual investors. He serves on Reveille’s Investment Committee and is one of the Portfolio Management Directors. In this episode, Zack and Chad discuss: 1....

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Jane Leung (https://www.hivewealth.com/) is a strategic advisor at Hive Wealth, an innovative wealth platform that is creating social impact by democratizing the Family Office and providing opportunities for the 99% to build and grow meaningful multi-generational wealth. In this episode, Zack and Jane discuss: 1. Passive vs. Active Investing: A Tale of Bull And Bear Markets 2. Maximizing Returns With...

William (Bill) J. Kelly (https://caia.org/) is the President & CEO of the CAIA Association. He was previously the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.  In this episode, Zack and William discuss: 1. Are You Truly Diversified? The 60-40 Portfolio Misconception 2. Choosing the Right Venture Debt Manager 3. Why Baby Boomers Should Embrace Innovation in Investments 4. Ideal Principles For Investing  LinkedIn:...

Aofin Devitt (https://monetagroup.com/) takes us on her journey from corporate lawyer to accomplished CIO, sharing her insights on ESG investing, portfolio management, and driving economic efficiency.  In this episode Zack Ellison and Aoifinn Devitt discuss: 1. Differentiating ESG Investments 2. Balancing Risk and Resilience 3. Democratization of Alternatives 4. The Appeal of Venture Debt LinkedIn: https://www.linkedin.com/in/aoifinndevitt/ Website:...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Michael Furla (https://www.themathergroup.com/) is the Managing Director at The Mather Group, LLC. He assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs.  In this episode, Zack and Michael discuss: 1. Diversifying Your Portfolio During Elevated Inflation 2. Timing the Market vs. Time In the Market 3. Venture Debt: Is it Really as Risky as it Sounds? 4. The...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Mike Ryan (https://www.bulletpoint.network/), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio.   In this episode Zack Ellison and Mike Ryan discuss: 1. Balancing Growth and Profitability in...

Michael Nicks (https://www.pepperdine.edu/) is the Deputy Chief Investment Officer at Pepperdine University and a member of the Investment Steering Committee for the Alternative Investment Management Association. In this episode, Zack and Michael discuss: 1. The Failure of Self-Regulation in Digital Asset Markets 2. You Don't Have to Do It All 3. How to Build a Resilient Investment Plan 4. Why Results Matter More Than Public Opinion in Investing LinkedIn:...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Paul Dietrich (https://brileyfin.com/) is the Chief Investment Strategist at B. Riley Wealth. Join us as we discuss Paul's unconventional background, his expertise in business cycles, leading economic indicators, behavioral biases, and the biggest risks in today's market. In this episode, Zack Ellison and Paul Dietrich discuss: 1. The Domino Effect of Lease Defaults on Banks 2. The Global Impact of China...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Chris Osmond (https://centurawealth.com/) has extensive experience in investment management, including market and economic analysis in the United States, alternative investments, private equity, and asset allocation recommendations for individual, corporate, and institutional investors. In this episode, Zack and Chris discuss: 1. Maximizing Your Wealth With Above-the-Line Planning 2. How to Remove...

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Paul Squarcia (https://ocpws.com/) is a founding partner at One Charles Private Wealth. Paul is a financial advisor in Hingham, Massachusetts, with 22 years of experience in the field. In this episode, Zack and Paul discuss: 1. The Dangers of Overweighted Investments 2. The Invisible Workload: Why Execution Is The Backbone of Your Business 3. The Role of Curiosity in Modern Financial Advising 4....

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Christian Gannon (https://twickenhamadvisors.com/) is the Director of Investments at Twickenham Advisors. He partners with advisors to craft investment solutions that help clients meet their goals. In this episode, Christian and Zack discuss: 1. Mistakes Make Us Better Investors 2. Investing in Times of Economic Uncertainty 3. How to Stay Ahead of the Game in a Rapidly Changing Market 4. Just Buy...

Welcome to the first episode of the 7in7 Podcast with your host, Zack Ellison. In this episode, we're joined by Brian Kasal, CEO and founder of FourStar Wealth Advisors (https://fourstarwealth.com/), and a fellow Chicago Booth MBA grad. Brian shares his insights as one of the best investors in the country, discussing alternative investments, market trends, and the importance of diversification. In this episode Zack Ellison and Brian Kasal discuss: 1. Minimizing Losses During A Market...