How to Build Success That Compounds | David Wolf (Sequoia Financial Group)
Today, we're going in depth with David Wolf. David is the CEO of BSW Wealth Partners, a $2 billion multifamily office and wealth advisory firm based in Colorado. BSW is now part of Sequoia Financial G...
14 Okt 34min
Tech Legend Mitch Kapor: From 1980s Hypergrowth to Coding Again with AI
Today, we're going in depth with Mitch Kapor. Mitch was the founder and CEO of Lotus Development Corporation, a company that shaped the personal computing revolution, including with Lotus 1-2-3. Mitch...
7 Okt 34min
Investing for the Next 40 Years | Jim Dunn (Verger Capital)
Today, we're going in depth with Jim Dunn. Jim is the CEO and co-founder of Verger Capital, an OCIO focused on serving endowments and foundations.In this episode you’ll learn:Why endowments require a ...
30 Sep 29min
The Overnight Success That Took 10 Years | Ian Fuller (Westfuller)
Today, we're going in depth with Ian Fuller. Ian is the co-founder and CEO of Westfuller, an independent wealth management firm that manages and advises on over $3 billion for institutions and familie...
24 Sep 32min
Building Wealth Future Generations Are Proud Of | Morgan Simon (Candide Group)
Today, we're going in depth with Morgan Simon. Morgan has over two decades of experience in investing to achieve values-alignment and systemic change. She is a founding partner of Candide Group, an im...
22 Sep 31min
How Do You Modernize a 100-Year-Old Firm? | John M. Dowd (Fiduciary Trust)
Today, we're going in depth with John Dowd. John is the chairman and former CEO of Fiduciary Trust International, a global wealth management firm with over $113 billion in assets under management and ...
9 Sep 32min
Unfiltered Career Advice from Top Investment Leaders
As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build suc...
25 Jun 10min
