Podcast Episodes

Back to Search
How Pros Protect Wealth: SRM’s Richard McWhorter on Floors, Cash Flow & Volatility

How Pros Protect Wealth: SRM’s Richard McWhorter on Floors, Cash Flow & Volatility



On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Richard McWhorter⁠, Managing Partner & Private Wealth Advisor at SRM Private Wealth, on building fixed-income “floors” for athletes, entertainers, and ul…


Published on 7 hours ago

From Milken to Mission: How Jota2 Builds People-First, AI-Powered Companies

From Milken to Mission: How Jota2 Builds People-First, AI-Powered Companies



On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Bill Saad⁠, Founder & Chairman of Jota2 Group, about leveraging trusted networks (Milken Asia Summit), AI, and cross-border founder matching to build rea…


Published on 3 days, 6 hours ago

Inside LACG’s November: Peer-Led Rooms for Family Offices & Purposeful Capital

Inside LACG’s November: Peer-Led Rooms for Family Offices & Purposeful Capital



On Mission Matters, Adam Torres welcomes Kathleen Tepley, Founder of Los Angeles Consulting Group, to preview November/December events and share how LACG builds a 30-year, values-aligned community fo…


Published on 4 days, 7 hours ago

Conscious Capital: Aligning Wealth, Purpose & Family Governance

Conscious Capital: Aligning Wealth, Purpose & Family Governance



On Mission Matters, ⁠ Adam Torres⁠ interviews ⁠Sylvia Solit⁠, Founder of The Prime Process at Prime Quadrant, about weaving life purpose into family governance, IPS design, and portfolio construction…


Published on 5 days, 6 hours ago

AI Is Rewiring Homebuying: reAlpha’s All-in-One Platform with Commission Rebates

AI Is Rewiring Homebuying: reAlpha’s All-in-One Platform with Commission Rebates



On Mission Matters, Adam Torres speaks with Paul Cecil, VP of Strategy at reAlpha (NASDAQ: AIRE), about an AI-powered, end-to-end homebuying platform that unifies brokerage, mortgage, and title. Ceci…


Published on 1 week, 1 day ago

Transforming Healthcare Through Technology: Insights from Averin Capital’s David Berry

Transforming Healthcare Through Technology: Insights from Averin Capital’s David Berry



In this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠David Berry⁠, Managing Partner at Averin Capital, about his firm’s mission to transform health through technology. From AI and decentrali…


Published on 3 weeks, 1 day ago

“Boring Is Beautiful”: Cash-Flow CRE with Stewart Heath of Harvard Grace Capital

“Boring Is Beautiful”: Cash-Flow CRE with Stewart Heath of Harvard Grace Capital



On Mission Matters, ⁠Adam Torres⁠ interviews ⁠Stewart Heath⁠, Founder & CEO of Harvard Grace Capital, on building passive income through stabilized commercial real estate (suburban/medical office, re…


Published on 3 weeks, 4 days ago

AI, Ultra-Low Latency & Mongolia’s Data Center Moment

AI, Ultra-Low Latency & Mongolia’s Data Center Moment



In this Mission Matters session hosted by Adam Torres, Eraj Akhtar (CTO & Co-Founder, Excite Capital LLC) and Namuun Battulga (CEO, Jenko Tour JSC & Igo Hotel and Resorts) discuss physics-based, quan…


Published on 4 weeks ago

Empowering Women at the Table: Oumou Bah on Inclusive Global Leadership

Empowering Women at the Table: Oumou Bah on Inclusive Global Leadership



In this Mission Matters episode, host ⁠Adam Torres⁠ interviews ⁠Oumou Bah⁠, Founder and President of Women Leaders Today, at the IMF World Bank Meetings in Washington, D.C. Oumou discusses the import…


Published on 4 weeks, 1 day ago

Deferred Sales Trusts vs. 1031: Brett Swarts on Smarter, Flexible Tax Deferral

Deferred Sales Trusts vs. 1031: Brett Swarts on Smarter, Flexible Tax Deferral



In this episode, Adam Torres interviews Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constrain…


Published on 1 month ago





If you like Podbriefly.com, please consider donating to support the ongoing development.

Donate