Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and “excellence beyond indexing” through the use of closed-end funds (CEFs) & business-development companies (BDCs). It will help listeners plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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Get insights from highly qualified experts with actionable advice. Everything from venture capital to financial planning, real estate, wealth management, and so much more. You will walk away with amazing insights whether you are a seasoned investor or just starting out. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 5,000+ guests and hosts 8 shows. At the heart of our media brand is ...
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Hear from industry leaders on leadership, strategy, marketing, and sales. We're talking to top CEOs and business leaders. This is the go-to podcast for entrepreneurs, executives and experts that want to get real results that will last. About Mission Matters: At Mission Matters we amplify stories for Entrepreneurs, Executives and Experts. Our host and Co Founder, Adam Torres has interviewed 6,000+ guests and hosts 8 shows. At the heart of our media brand is a want to help professionals cut th ...
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Interval Fund Market Trends: How Financial Advisors are Embracing the Use of Alternatives
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Many asset managers are beginning to add alternatives to their portfolios. In this episode, Adam Torres and Kim Flynn, President of XA Investments, explore XA Investments and the use of alternative investments. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…
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Digging into lesser-known interval fund picks with John Cole Scott
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John Cole Scott, President of Closed-End Fund Advisors and the Chairman of the Active Investment Company Alliance, discusses interval funds and digs into the data on four funds that use the structure to create promising investment opportunities for investors. Plus, learn about the NAVigator Podcast's first-ever contest, in celebration of its fifth …
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How to Use Your Voice to Double Your Income
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Can you increase your income by using your voice? In this episode, Adam Torres and Sharleen Linton, Founder at Sharleen The Vocal Alchemist, explore the voice and reading energy in people's voices. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest …
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Dr. Kate Lund Host of The Optimized Mind Podcast Celebrates Its 100th Episode
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The Optimized Mind Podcast hits a new milestone! In this episode, Adam Torres interviews Dr. Kate Lund, Podcast Host at The Optimized Mind Podcast, explore The Optimized Mind Podcast and Dr. Kate’s 100 episode milestone. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedul…
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Los Angeles Consulting Group November Events 2024
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Listen to the November event coverage for the Los Angeles Consulting Group. In this episode, Adam Torres interviews Kathleen Tepley, Founder of Los Angeles Consulting Group, discuss upcoming events. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest…
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CX Solutions for Small Businesses
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CX solutions using mystery shopping programs can be complex. In this episode, Adam Torres and Ron Welty, Founder of CustomerOptix, explore CutsomerOptix and how they are making CX solutions accessible to small businesses. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedu…
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Interval Fund Market Trends: How Financial Advisors are Embracing the Use of Alternatives
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Many asset managers are beginning to add alternatives to their portfolios. In this episode, Adam Torres and Kim Flynn, President of XA Investments, explore XA Investments and the use of alternative investments. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…
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Hiring for Values Alignment
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Is it possible to hire for values alignment? In this episode, Adam Torres interviews Andrew Crapuchettes, CEO & Founder at RedBalloon.work, explore the RedBallon.work journey and how it’s empowering employers to hire for values alignment. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book release…
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The Domino Effect: A Global Call To Empower Women
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New book alert! In this episode, Adam Torres interviews Doree Donaldson, Co Founder of Convoy of Hope, VP of Convoy:Women. Explore Doree’s new book, Mission Matters: Mission-Based Leaders Share Inspiring Stories on Power and Purpose (Women Leaders Edition, Volume 1). Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to dat…
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Tiffany Shlain Releases “You Are Here”
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New book alert! In this episode, Adam Torres interviews Tiffany Shlain, Artist and Filmmaker. Explore Tiffany’s new book, Mission Matters: Mission-Based Leaders Share Inspiring Stories on Power and Purpose (Women Leaders Edition, Volume 1). Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book relea…
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RiverNorth's Browne: Muni bond funds look cheap and promising now
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Jonathan Browne, Senior Investment Analyst at RiverNorth Capital Management — and Portfolio Manager on five of the firm's municipal bond closed-end fund-of-funds — says that the headwinds that made for big struggles in the muni bond space have shifted to become tailwinds, creating opportunity despite the strong recent rebound among muni bond funds.…
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Neelam Brar Launches The Mind My Age Podcast
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New podcast alert! In this episode, Adam Torres and Neelam Brar, Founder of Total Life Therapy, explore Total Life Therapy and the Mind My Age Podcast. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.…
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres and Dr. Robert Schiestl, Professor and Entrepreneur, explore the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://mis…
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How AI Views Your Brand and Business
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How will AI affect your business and brand? In this episode, Adam Torres interviews Sam Michelson, Founder & CEO at Five Blocks. Explore the evolution of AI and how it views brands online. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our po…
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Arrowmark's Staggs on an income-generating alternative play on banks
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Dana Staggs, President of Arrowmark Financial Corp., talks about how regulatory capital relief securities — bank-generated floating-rate notes that are currently producing yields of up to 15 percent — can function as an alternative investment. He notes that due to their emergence during the financial crisis of 2008, regulatory capital relief securi…
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres interviews Chirag Sagar, Co Founder of Mission Matters Media, explore Mission Matters Media and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be …
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From Hollywood Glamour to Homesteading: Crafting a Life of Purpose
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What does it mean to craft a life of purpose? In this episode, Adam Torres interviews Marley Majcher, Founder at ThePartyGoddess! Explore Marley’s journey as an entrepreneur and ThePartyGoddess! Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on …
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Mary Grace Viramontez Memorial Tribute
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My mom, Mary Grace Viramontez, recently passed away unexpectedly due to a tornado. In this episode, I tell the account of what happened in the days after and the miracles and signs that my mom gave me and the entire family to let us know she is okay. One bright note, the dogs she was taking care of survived the tornado and CBS News did a story whic…
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The Family Business Guru: A Secret Guide to Alchemize Conflict into Harmony, Lead with Confidence, and Generate Profits
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New book alert! In this episode, Adam Torres and Avadhi Dhruv, International Bestselling Author, Youtuber, and a Business Guru at Avadhi.guru, releases The Family Business Guru: A Secret Guide to Alchemize Conflict into Harmony, Lead with Confidence, and Generate Profits. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up t…
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Listen to coverage of the Biohack Your Beauty event in Glendale, California. In this episode, Adam Torres interviews Elen Asatryan, Mayor at City of Glendale, California, explore the City of Glendale and its business community. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour …
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Using AI for Market and Ingredient Analysis
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CPG Radar is providing insights to CPG companies utilizing AI. In this episode, Adam Torres interviews Afif Ghannoum, CEO and Founder of CPG Radar, explore Afif's journey as an entrepreneur and CPG Radar. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a…
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Dr. Arshad Quadri Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres interviews Dr. Arshad Quadri, Cardiothoracic Surgeon, Inventor and Entrepreneur, explore the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest…
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Deliberate Disruption: Unraveling the Anti-DEI Ideology & Getting Back to Why DEI Works
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There has been a lot of conversation around DEI and whether or not it works. In this episode, Adam Torres interviews Shirley Engelmeier, Founder & CEO at InclusionINC, explore InclusionINC and the current state of DEI. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule.…
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Moving Business Forward Through Relationships
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Nobody Studios is a venture studio that brings ideas to reality. In this episode, Adam Torres interviews Jason Kolker, Dragon Slayer at Nobody Studios, explore the Nobody Studios model and plans for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…
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Moving Business Forward Through Relationships
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Nobody Studios is a venture studio that brings ideas to reality. In this episode, Adam Torres interviews Jason Kolker, Dragon Slayer at Nobody Studios, explore the Nobody Studios model and plans for the future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…
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Bill Carpou Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres interviews Bill Carpou, CEO at Octane. Explore Octane and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missio…
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Sasha Banjac Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres interviews Sasha Banjac, Co-Founder, CEO, Pulsli. Explore Pulsli and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: htt…
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Donald Palme, Ph.D. Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres and Donald Palme, Ph.D., Sr. Director at ICON, explore ICON and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://…
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Daniel Cantillon M.D. Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres and Daniel Cantillon M.D., Chief Medical Officer at Masimo, explore Masimo and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our po…
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Michael Hill Interviewed at Cardiovascular Tech Forum
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres and Michael Hill, Managing Director, Octane Capital Markets, explore Well Groomed Pets, Inc. and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be…
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Listen to the Cardiovascular Tech Forum coverage. In this episode, Adam Torres Interviews Henry Bryson, VP, Voice of Client at Syprosoft Engineering, explore Syprosoft Engineering and the Cardiovascular Tech Forum. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. App…
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Listen to this episode recorded on site at an Arizona State University football game. In this episode, Adam Torres interviews Kirk Hoffman, discuss Arizona State University football and the tailgating experience. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply…
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Data Analytics to Selecting & Managing Thoroughbred Racehorses
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How does investing in racehorses compare to traditional investments (real estate, stocks, precious metals, etc)? In this episode, Adam Torres interviews Jeff Seder, Founder of Equine Biomechanics & Exercise Physiology (EQB), discuss Jeff's journey in horse racing and EQB. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up t…
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Data Analytics to Selecting & Managing Thoroughbred Racehorses
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How does investing in racehorses compare to traditional investments (real estate, stocks, precious metals, etc)? In this episode, Adam Torres interviews Jeff Seder, Founder of Equine Biomechanics & Exercise Physiology (EQB), discuss Jeff's journey in horse racing and EQB. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up t…
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The 3M’s (Medicine, Meditation and Movement)
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How can the 3M’s (Medicine, Meditation and Movement) impact your daily life and overall well being? In this episode, Adam Torres interviews Dr. Jenelle Kim, Founder, Public Speaker, Author, Doctor of Chinese Medicine, 9th Generation Master Herbologist, explore the 3M's. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to …
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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso
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Shana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince a…
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Leading Client Service Teams (Customer Success)
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What are some of the guiding principles that can help successful Client Service teams? In this episode, Adam Torres and Samantha Graw, Vice President, Client Services at RevTrax, A Neptune Retail Solutions Company, explore what it takes to run a successful client services team. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ fo…
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The Design and Craft of Sun Protection
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What does it take to make the most of your backyard in the hot Arizona sun? In this episode, Adam Torres interviews Michael Polzer, Shade Specialist at Liberty Awnings and Shades, explore Michael's approach to crafting a backyard experience the entire family can enjoy. Learn more at Liberty Awnings and Shades. Follow Adam on Instagram at https://ww…
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Leadership, Culture, and Human Empowerment
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Zensai, the leading Human Success Platform, seamlessly integrates into Microsoft 365 and Teams and is powered by AI. In this episode, Adam Torres and Robin Daniels, Chief Business Officer at Zensai, explore what it takes to build successful teams. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on boo…
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What does it take to achieve in business? In this episode, Adam Torres and Abby Goldberg, Founder and CEO of Variant Strategies, explore Abby's journey and Variant Strategies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https:…
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Barings' Feeley: Rate-cut cycle will make high-yield bonds more attractive
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Sean Feeley, part of the U.S. High Yield Investment Group at Barings, says he believes that with the bulk of interest rate adjustments happening at the short end of the yield curve, a wave of refinancing of shorter-term debt is coming, and that this typically makes high-yield investments look more attractive. Feeley expects the economy to avoid a r…
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Los Angeles Consulting Group October Events 2024
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Listen to the October event coverage for the Los Angeles Consulting Group. In this episode, Adam Torres interviews Kathleen Tepley, Founder of Los Angeles Consulting Group, discuss upcoming events. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest …
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC.In this episode, Adam Torres interviews Rosser Goodman, Founder of TANŌ RISING, explore the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a gues…
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Tammy Bosse Interviewed at the 2024 Power Up Conference: Together We Lead
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC. In this episode, Adam Torres interviews Tammy Bosse, Founder of Boss Properties, explore entrepreneurship and the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour sched…
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Dena Patton Interviewed at the 2024 Power Up Conference: Together We Lead
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC. In this episode, Adam Torres interviews Dena Patton, Co Founder of Girls Rule Foundation. Explore the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…
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John Cole Scott on four funds to consider in the fourth quarter
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John Cole Scott, President of Closed-End Fund Advisors and Chairman of the Active Investment Company Alliance, looks ahead to the fourth quarter on today's podcast. He discusses two equity and two fixed-income funds that hit his trifecta — an analytical mix of discount, dividend, and net asset value — and that he says look particularly promising fo…
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Marisa Hambleton Interviewed at the 2024 Power Up Conference: Together We Lead
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC. In this episode, Adam Torres interviews Marisa Hambleton, Chief Delivery Officer at MH2X, explore women in tech and the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour…
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Dr. Nancy O'Reilly Interviewed at the 2024 Power Up Conference: Together We Lead
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC. In this episode, Adam Torres interviews Dr. Nancy O'Reilly, Founder of Women Connect4Good and Host of Smart Amazing Conversations, explore the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on…
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Anu Bhardwaj Interviewed at the 2024 Power Up Conference: Together We Lead
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Listen to coverage of the 2024 Power Up Conference: Together We Lead in Washington, DC. In this episode, Adam Torres interviews Anu Bhardwaj, Founder & CEO at SHEQONOMI, explore SHEQONOMI and the Power Up Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. A…
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The Aspire Tour has become one of the biggest leadership events in the country. In this episode, Adam Torres and Arthur Hopkins, explore the Aspire Tour and what makes it so unique. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: …
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