In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strategically, ensuring that increased revenue leads to greater momentum rather than a burdensome cycle of dependency on sponsors.
00:00 Maxwell's Entrepreneurial Journey
00:10 Monetization Strategies and Challenges
00:37 The Conference Business Landscape
Takeaways
Monetization should create a flywheel effect.
Slow monetization can lead to sustainable growth.
Self-funding is often necessary in the early stages.
Choosing sponsors carefully is crucial.
A balance must be struck between funding and growth.
Increased revenue should lead to increased momentum.
Avoid becoming overly reliant on external funding.
Strategic monetization can enhance overall value.
The goal is to create a self-sustaining model.
Long-term vision is essential for success.
In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric approach to philanthropy and the potential for fintech solutions to enhance charitable giving.
Takeaways
Philanthropy is evolving with technology.
Donor-advised funds are becoming increasingly popular.
Engaging younger generations is crucial for the future of philanthropy.
Community building is essential in charitable giving.
Innovations in fintech can enhance donor experiences.
The traditional methods of philanthropy are outdated.
Generosity is contagious and can inspire others to give.
Philanthropy needs to adapt to modern expectations.
Investors can play a significant role in shaping the future of philanthropy.
The landscape of charitable giving is changing rapidly.
Chapters
00:00 Introduction to Philanthropy and Technology
03:59 The Evolution of Philanthropy
08:44 The Rise of Donor-Advised Funds
11:18 Innovations in Donor-Advised Funds
15:29 Customer-Centric Philanthropy
21:57 The Future of Philanthropy
29:35 Engaging the Next Generation
33:55 Building Community Through Philanthropy
43:14 Investing in Philanthropy
In this conversation, Aelia Kos shares her unconventional journey from a corporate career in architecture to becoming a conscious entrepreneur. She discusses the rise of conscious entrepreneurship, the impact of COVID-19 on personal reflection, and the shift from traditional religion to spirituality. Aelia emphasizes the importance of intuition, trust, and community in business, and explores various healing modalities. She also highlights the significance of nature as a catalyst for growth and the need for authentic connections in the business world. The conversation concludes with insights on the future of conscious living and the role of collective wisdom in personal and professional development.
Takeaways
Aelia Kos emphasizes the importance of self-discovery in her journey.
She highlights the rise of conscious entrepreneurship as a new business model.
COVID-19 has prompted many to reflect on their lives and purpose.
Different healing modalities can serve as tools for personal growth.
The shift from religion to spirituality reflects a desire for deeper connections.
Intuition plays a crucial role in decision-making and business.
Building trust is essential for successful business relationships.
Nature can enhance personal growth and self-awareness.
Creating unique experiences fosters authentic connections among entrepreneurs.
The future of conscious living involves community and collective wisdom.
Chapters
00:00 A Journey of Self-Discovery
02:46 The Rise of Conscious Entrepreneurship
05:29 The Impact of COVID-19 on Personal Reflection
08:14 Exploring Healing Modalities
10:59 The Shift from Religion to Spirituality
13:38 The Role of Intuition in Business
16:20 Building Trust in Business Relationships
19:19 Nature as a Catalyst for Growth
22:09 Creating Unique Experiences for Entrepreneurs
24:37 The Future of Conscious Retreats
27:32 Connecting with the Earth and Elements
30:30 The Importance of Community and Authenticity
33:02 The Balance of Business and Spirituality
35:37 Navigating the Healing Industry
38:15 The Power of Collective Wisdom
41:04 The Future of Conscious Living
Founder & CEO, Tamarind Partners, Inc. CEO & Co-Founder, Tamarind Learning.
Kirby Rosplock, PhD, is one of the world’s foremost authorities on family offices, family governance, and generational wealth. As the founder of Tamarind Partners, Inc., she leads a globally recognized consultancy twice awarded: - Best Family Office Management Consultancy (Family Wealth Report, 2019 & 2023) - Best Family Wealth Counseling (Family Wealth Report, 2019 & 2022) She is also CEO and co-founder of Tamarind Learning, an award-winning e-learning platform for families, beneficiaries, advisors, and leading financial institutions named Best Specialty Firm (Family Wealth Report, 2022). An acclaimed author, advisor, and global speaker, Kirby combines academic rigor with practical experience. Born into a multi-generational, enterprising family, she brings deep personal insight as a beneficial owner, fiduciary, board director, and operator. She is widely respected for her ability to guide business-owning families and family offices through complex transitions. She has authored influential publications including: - The Complete Family Office Handbook (1st & 2nd Editions) - The Complete Direct Investing Handbook Kirby was identified as on several occasions by Family Capital among the top 100 most influential advisors globally to family enterprises and is the recipient of two of the most prestigious industry honors: - Richard Beckhard Practice Award (Family Firm Institute, 2018): For lifetime achievement and outstanding contributions to family business practice - Thought Leadership Award (Family Wealth Alliance, 2018): For excellence and innovation in the field of family wealth.
In this episode, Arthur and Kim Lochridge discuss various aspects of tax services, focusing on real estate investment, bonus depreciation, and cost segregation. Kim shares insights on the recent changes in tax laws, particularly regarding bonus depreciation and its implications for real estate investors. They explore specific tax strategies for car washes and gas stations, the importance of proactive tax planning, and the future of CPAs in the industry. Additionally, they highlight emerging trends in residential assisted living and the significance of referral networks in tax services.Chapters
00:00 Introduction to Engineered Tax Services
01:46 Understanding Bonus Depreciation Changes
04:40 Exploring Tax Code Gems: Car Washes and Gas Stations
07:26 Capital Expenditures and ISPs
09:48 Identifying Ideal Clients for Cost Segregation
13:18 The Importance of Proactive Tax Planning
17:50 Navigating the Future of CPAs
19:01 Referral Networks in Cost Segregation
20:45 Using Cost Segregation as a Sales Tool
22:22 Trends in Gas Stations and Car Washes
29:13 Emerging Trends: Residential Assisted Living
33:23 Conclusion and Contact Information
In this conversation, Connor Boyack discusses his work in financial literacy and entrepreneurship through the Tuttle Twins series and his nonprofit efforts. He emphasizes the importance of teaching children about economics and entrepreneurship, the challenges of funding and sustainability in nonprofits, and the impact of current events on education. Boyack also highlights the need for intentional parenting and the significance of wealth creation and family legacy. He explores the future of estate planning in the context of AI and innovative education models that are emerging to address the needs of today's youth.
Chapters
00:00 Introduction to Financial Literacy and Entrepreneurship
02:44 The Impact of Tuttle Twins on Education
05:41 Funding and Sustainability of Nonprofit Models
08:06 The Ripple Effect of Current Events on Education
11:06 Intentional Parenting and Financial Literacy
13:53 Creating Value in Wealthy Families
16:41 Consulting for Ultra High Net Worth Families
22:47 Empowering Youth Through Entrepreneurship
25:23 Addressing Family Wealth Challenges
28:39 Building Relationships with High Net Worth Families
30:21 Disruption in Estate Planning
32:01 Innovative Education Models
39:43 Scaling Nonprofit Initiatives
In this episode, Arthur and Noelle Reno discuss her diverse background in fashion and technology, her entrepreneurial journey, and the evolving landscape of digital assets and AI. They explore the future of advertising, the importance of direct consumer engagement, and the challenges posed by regulatory frameworks. Noelle emphasizes the need for human interaction in a digital world and the critical role of data centers in supporting technological advancements. The conversation concludes with insights into the future of tokenization and the importance of resilience in the face of rapid change.
00:00 Introduction to Noelle Reno
02:33 Noelle's Journey in Fashion and Entrepreneurship
05:10 Exploring Digital Assets and Frontier Technologies
07:52 The Future of Advertising and Consumer Attention
10:28 The Role of AI in Marketing and Consumer Relationships
13:17 The Evolution of Search and User Experience
15:47 Building Proprietary AI Models for Enterprises
18:31 The Future of Social Media and Customer Ownership
26:08 Navigating Regulatory Clarity in Digital Assets
30:47 Building Resilience Through Infrastructure and Talent
34:28 Family Offices and the Future of Tech Investment
39:23 The Energy Demands of Data Centers
43:23 The Implications of Digitizing Non-Existent Shares
48:53 The Role of Human Connection in a Digital World
Family Office Access, formerly known as Family Office List, was founded in 2001 by a hedge fund manager who saw a gap in the market: there was no simple, reliable way to identify Family Office capital partners. What began as a quarterly spreadsheet evolved into one of the most trusted resources for founders, advisors, and professionals navigating the often opaque world of Family Offices.
In 2016, under new ownership, we transformed the product from static files into a dynamic, filterable platform—designed to help users stop guessing and start connecting with the right decision-makers. Now in Version 2.0, Family Office Access combines intuitive search functionality with human-verified data, real-time updates, and industry education to help you connect with purpose and precision.
00:00 Journey to Entrepreneurship
02:45 Building Family Office Access
06:02 Navigating the Family Office Landscape
09:09 Data Integrity and Research
12:13 Creating Collaborative Opportunities
14:53 The Shift to Virtual Engagement
17:55 Understanding Family Office Dynamics
20:56 Marketing and Relationship Building
28:36 Understanding Family Office Structures
33:03 Technology and Cybersecurity in Family Offices
42:44 Collaboration and Impact Investing in Family Offices
49:21 Building Genuine Connections in Family Office Networks
In this conversation, Arthur and Greg Licciard discuss the evolution of marketing, focusing on the integration of AI, consumer behavior, and the importance of a holistic marketing framework. Greg shares insights from his book, 'The Holy Grail of Marketing,' highlighting case studies from companies like Harry's Razors and Elf Cosmetics. They explore the resurgence of direct mail, the impact of weather on consumer behavior, and the necessity of maintaining brand ethos in the age of AI. The discussion emphasizes the need for accountability in marketing and the importance of user experience.
Takeaways
Marketing is evolving rapidly with the introduction of AI.
The Holy Grail of Marketing framework focuses on holistic approaches.
Case studies from Harry's Razors and Elf Cosmetics illustrate effective marketing strategies.
Direct mail is experiencing a resurgence as a valuable marketing tool.
Weather influences consumer behavior significantly in purchasing decisions.
AI enhances marketing efficiency but requires human oversight.
Accountability in marketing is more crucial than ever for CMOs.
User experience is a key factor in retaining customers.
Precision in targeting leads to greater marketing success.
The future of marketing will be shaped by technology and consumer insights.
Sound bites
"Marketing is now part of sales."
"Weather is the original influencer."
"User experience is paramount."
Chapters
00:00 Introduction and Early Career
02:38 The Holy Grail of Marketing Framework
05:28 Case Studies: Harry's and Elf Cosmetics
07:58 The Role of AI in Marketing
11:01 Marketing Accountability and Performance
13:21 Direct Mail and Niche Marketing
16:21 The Importance of User Experience
19:03 AI's Impact on Job Creation and Quality Control
21:42 Curation and Human Element in Marketing
24:22 Conclusion and Future of Marketing
00:00 Introduction and Early Career
02:44 The Holy Grail of Marketing Framework
05:35 Case Studies: Harry's and Elf Cosmetics
08:09 The Role of AI in Marketing
11:17 Marketing Accountability and Performance
13:41 Direct Mail and Niche Marketing
16:46 The Importance of User Experience
19:32 AI's Impact on Job Creation and Quality Control
22:18 Curation and Human Element in Marketing
25:01 Conclusion and Future of Marketing
In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices.
Takeaways
Colten emphasizes the importance of authenticity in building trust.
His non-traditional background has shaped his perspective on success.
Networking is crucial in the family office space.
Colten's journey highlights the value of perseverance and resilience.
He aims to create a newsletter to keep families updated on events.
Building relationships is key to success in finance and investments.
Colten's experience at Marcus Evans opened doors to family office connections.
He believes in providing value before monetizing services.
The Family Office Roundtable aims to foster collaboration among families.
Colten is focused on creating a platform for family offices to connect.
Titles
Building Authentic Relationships in Family Offices
Colten Ratz: A Journey from Non-Traditional to Family Office Expert
Sound bites
"I want to foster authentic peer exchange."
"Networking is crucial in this space."
"I want to help families however I can."
Chapters
00:00 Introduction to Colten Ratz and His Journey
02:31 Colten's Non-Traditional Background and Early Challenges
05:11 Transitioning into the Finance World
07:54 Building Relationships in the Family Office Space
10:34 The Family Office Roundtable and Networking
12:56 Creating Value in the Family Office Ecosystem
15:31 The Importance of Authentic Connections
17:59 Future Plans and Upcoming Newsletter
20:43 Wrap-Up and Future Engagements
Yishan brings Silicon Valley’s expertise in scaling to the climate movement. Yishan founded Terraformation in Hawaiʻi in 2020 to build and deploy tools that tackle the largest bottlenecks to global reforestation. The company hosts a forest carbon accelerator, supporting early-stage forestry teams to launch, build, and scale biodiverse reforestation projects. In addition to producing high-quality, verified carbon credits, these projects generate complementary sustainable revenue streams to support local economies. Terraformation’s partner network spans five continents and includes diverse landowners and organizations. Today, the company has planted over 4.7M trees, and its accelerator program is on track to sequester 7.5M tons of CO2 from current projects. Prior to founding Terraformation, Yishan served as the CEO of Reddit, Director of Engineering at Facebook and was part of the engineering team that led to the exponential growth of Paypal. Yishan studied computer science at Carnegie Mellon University. He lives in California with his family and dogs.
Summary
In this episode of Arthur's Round Table, Yishan Wong, founder of Terraformation, discusses his journey from the tech industry to tackling climate change through reforestation. He emphasizes the importance of using low-tech solutions for large-scale environmental challenges and presents the case for the Trillion Trees Initiative as a practical approach to combat climate change. Wong outlines the steps involved in reforestation, the significance of community involvement, and how individuals can contribute to this global movement. He also addresses the economic aspects of investing in climate solutions and the potential for a sustainable future through collective action.
Takeaways
Yishan Wong transitioned from tech to climate solutions.
Scaling technology requires reliable, low-tech components.
Reforestation is a practical solution to climate change.
The Trillion Trees Initiative aims to plant one trillion trees.
Community involvement is crucial for successful reforestation.
Planting trees can be done by individuals and communities.
Investing in reforestation has long-term benefits.
Understanding the economics of climate solutions is essential.
Math is critical in evaluating climate change solutions.
Nature has inherent mechanisms for carbon sequestration.
Titles
From Tech to Trees: Yishan Wong's Journey
Scaling Solutions for Climate Change
Sound Bites
""Nature is working 24/7.""
""You better know your math.""
""This solution is very tunable.""
Chapters
00:00 Introduction to Yishan Wong and Terraformation
02:57 Scaling Technology and Climate Solutions
05:47 The Importance of Low-Tech Solutions
08:51 Reforestation as a Practical Climate Solution
12:00 Understanding the Global Movement for Trees
14:56 The Role of Simplicity in Climate Solutions
17:50 The Power of Collective Action
21:03 The Trillion Trees Goal
24:04 Defining Reforestation and Afforestation
27:08 The Importance of Native Species
29:51 Learning from Past Reforestation Efforts
33:06 The Practical Steps for Reforestation
40:54 The Importance of Community in Reforestation
45:50 Skills and Infrastructure for Successful Reforestation
48:07 How Individuals Can Contribute to Reforestation
56:10 Understanding the Economics of Tree Planting
01:01:47 The Vision for a Sustainable Future
Dr. Daniel Puder, LHD
TED Talk Speaker | U.S. Marine Corps League Member | Undefeated MMA Fighter | WWE $1 Million Tough Enough Champion | Educator | CEO | Humanitarian Leader
Dr. Daniel Puder, LHD, is a globally recognized speaker, undefeated MMA fighter, WWE’s $1 Million Tough Enough Champion, and founder of the worldwide 501(c)(3) nonprofit My Life My Power. Once a bullied kid with a learning difference, Daniel turned adversity into fuel—becoming a champion athlete, entrepreneur, and educator dedicated to empowering youth through character, purpose, and emotional intelligence.
He is the CEO and co-founder of Foundation Academies, a corporately accredited private school network with nine campuses across Florida, West Virginia, and Arizona, serving over 1,500 students with a 97% graduation rate. Through innovative real estate strategies, his team repurposes community assets like churches and theaters into sustainable schools at a fraction of traditional costs. To scale impact, he launched Puder.AI, an education-technology company that builds AI-driven personalized learning tools, integrates emotional intelligence and leadership development, and supports schools across the nation. Together, his schools, real estate ventures, and tech platform form an ecosystem that reimagines how education is delivered and sustained.
Daniel’s nonprofit curriculum, GPS for SUCCESS, developed with The College of William & Mary, has been implemented in schools, police departments, and communities nationwide—helping reduce bullying, drug use, and gang involvement. He has shared his story on stages around the world, from TED Talks to Capitol Hill, and his books GPS for Life and Significance Breeds Success inspire readers to live with purpose and create lasting impact.
From the wrestling mat to the classroom, from building schools to building leaders, Daniel continues to live out his belief that “Significance Breeds Success”—empowering the next generation.
Martin Stead is an accomplished strategic designer, co-founder, and CEO of Legacy, an innovative company that is reshaping the way families capture their life stories for future generations. Leveraging his expertise in experience design, Martin combines advanced interview techniques, a complex network of professionals, and their proprietary platform to build Legacy into a thriving and evolving business.
Gibson's leadership at Hadron Energy led to the development of micro modular reactors, AND Securing 3.6-Gigawatts for power supply agreements with Data Centers and Industrials.
His expertise has been recognized through his acceptance into the Forbes Technology Council, earning the title of ASME International Standards & Certifications Scholar, and Global Engineering Leader.
Michael Thrasher is the founder and editor of Modus, where he also writes the weekly newsletter for family-office professionals.
Previously, he was a reporter at Institutional Investor magazine, where he covered pension systems, endowments, foundations, and other investors, including family offices, as well as the asset managers with which they invest. He's written a variety of articles, including breaking news about CIO Mark Baumgartner departing the Dalio Family Office, long features about the co-founders of standout hedge fund King Street Capital Management, and profiles like one about the leader of Goldman Sachs' family office whisperers.
Michael's work has also appeared in Pensions & Investments, Business Insider, and other publications and he is a periodic podcast guest.
He currently lives in New York City and is a native of Akron, Ohio. Michael holds a Bachelor's degree in English from Ohio University.
Mark Tepsich is the Family Office Design and Governance Strategist at UBS advising families across the Americas on family office design, structure, governance and operational best practices.
Prior to joining UBS, Mark spent several years with a NYC based investment advisory firm where he built and lead the firm’s family office solutions practice. There, he advised families on family office structuring, tax, estate planning, philanthropy and family governance initiatives. He also advised several families on liquidity event planning as part of the sale of their operating business.
Mark spent a decade at a large single-family office where he served as General Counsel to a dynastic, multi- generational family. While there, he advised on the family’s business transactions, family office structuring, governance design, personal, estate and income tax issues, as well as investment due diligence and real estate development.
Nick Edwards, Founding Partner: Nick Edwards is a former professional MMA athlete, ranked in the Top 100 globally, and a Brazilian jiu-jitsu national champion. His athletic career and expertise in physiology and health tech led him to develop groundbreaking metabolic performance markers used by NFL, NHL, and NBA teams and Olympians. Nick has mentored and developed several companies with billion-dollar service lines, co-founded ventures with 9-figure assets, and is a partner in companies valued at over $500M. At CVP, he focuses on growth-stage ventures across business, sports, medical, and real estate sectors.
Marques Colston, Founding Partner: Marques Colston is a former NFL star who defied the odds, rising from the 252nd draft pick to the New Orleans Saints' all-time leader in major receiving categories. Following his 10-year career, Marques transitioned seamlessly into business, applying the same Creating Separation mindset that defined his football success. Over the past 15+ years, he has become a trusted leader in business strategy, private equity, and sports business, driving sustainable growth for companies across various sectors. As a founding partner of Champion Venture Partners, Marques focuses on innovative investment opportunities that generate meaningful returns in the sports ecosystem.
Brad Mindich, an entrepreneur and operator with over 30 years of experience in media, content, technology, and entertainment. Brad founded Inveniem, which has been built all via reputation and referrals, and is the leading company that helps iconic creators ranging to archive, protect, and monetize their legacies and artifacts across multiple physical and digital channels, and directly engage with their fans in ways that have not been done previously. .
Steven Masur has over 30 years of experience advising early, growth and enterprise stage companies in emerging industries. Steve brings a unique mix of legal, business, and strategic experience to bear on client matters and is passionate about helping committed teams execute upon a path to success in new markets. Steve has been an early innovator in internet, software, entertainment, games, and mobile technologies, and has most recently focused on blockchain, cryptocurrencies, DAOs, defi, and cannabis. Steve’s practice disciplines include corporate and commercial deals, intellectual property, local and international regulatory issues, and strategic guidance. Steve has extensive experience in venture capital finance, mergers and acquisitions, joint ventures, strategic and cross-border transactions. He has counseled a wide variety of enterprise level clients including Shazam, Virgin Mobile, Liberty Media, Yamaha, Diageo, Nielsen Buzzmetrics, Warner Music Group, Bob Vila and Conde Nast Publications. He has also helped emerging businesses in a wide variety of sectors, and is especially knowledgeable in media, entertainment, advertising, consumer products, food and beverages, and technology including mobile, games, digital music, social media, augmented and virtual reality, blockchain, cryptocurrency and cannabis. Steve has been recognized as a “Rising Star” and a “Super Lawyer” and serves on a variety of corporate and nonprofit boards and industry associations. He regularly lectures and writes about major issues in technology, venture capital, emerging industries, blockchain, cryptocurrency, DAOs, defi, and cannabis regulation.
Leon Logothetis is a humanitarian & best-selling author. He is the host of the Netflix series "The Kindness Diaries", where hecircumnavigated the globe on his vintage yellow motorbike "Kindness One" giving life-changing gifts along the way to unsuspecting good Samaritans. All of this whilst relying solely on the kindness of strangers. A second season of the series was released, this time with Leon traveling from Alaska all the way to the bottom of Argentina.
Leon's greatest passion is combining adventures with great, meaningful causes. He teamed up with First Book® anddrove a car from London to Mongolia raising money to buy 10,000 books for underprivileged children. He drove a vintage London taxi across the states, giving free cab rides to the needy and working with Classwish to bring hope back to schools. He has collaborated-for-a cause on web-series for Southwest Airlines, Little Things and Trivago, garnering millions of views and raising hundreds of thousands of dollars for those in need.
Leon has documented his travels for numerous media outlets including Good Morning America, Los Angeles Times, SanFrancisco Chronicle, Outside, Good, Psychology Today, and The New York Times.His best-selling books "Amazing Adventures of a Nobody", "The Kindness Diaries", "Live, Love, Explore" and "Go BeKind" and “Go Be Brave” are in stores now.
https://www.leonlogothetis.com/
