Episodes

  • Family Business | Episode no. 4 - Ruby Hugueny

    Family Business | Episode no. 4 - Ruby Hugueny
    Jun 20 2023
    Download the transcript as a PDF here!: https://www.dropbox.com/scl/fi/nddvqisqf8t34aajkvmip/4-Post-Podcast-Ruby-Hugueny-June-2023.pdf?rlkey=7co0gxceerh6gw2jf66rvfqvm&st=5ksvoc3e&dl=0Download the episode here!: https://www.dropbox.com/scl/fi/1n731fvd9kxupvfqorahv/Audiocast-Ruby-Hugueny-With-Intro-Outro-2023-06-19.mp3?rlkey=87y3lui96jk4irhh0n7wnntu1&st=rqphyc9v&dl=0
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    35 mins
  • Family Business | Episode no. 5 - Christina Wing

    Family Business | Episode no. 5 - Christina Wing
    Jul 11 2023
    Download the transcript as a PDF here!: https://www.dropbox.com/scl/fi/v6t965bfd2366fc2d8nh1/6-Post-Podcast-Christina-Wing-July-2023.pdf?rlkey=k1fnm5x05hkeo4kqh3dfx5jfa&st=29blxnpb&dl=0Download the episode here!: https://www.dropbox.com/scl/fi/qr3rwcp1jznuyw4gz7thu/Audiocast-Christina-Wing-With-Intro-Outro-2023-07-09.mp3?rlkey=assrehlr7war5zm36dj7wrtaf&st=auw1gtkw&dl=0
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    34 mins
  • Family Business | Episode no. 6 - Richard J. Wolkowitz

    Family Business | Episode no. 6 - Richard J. Wolkowitz
    Jul 24 2023
    Download transcript as a PDF here!:https://www.dropbox.com/scl/fi/1aityokiqovsm2w1dw1ti/5-Post-Podcast-Richard-J.-Wolkowitz-July-2023.pdf?rlkey=vzoe6o6n541i48jsh8ufjr0cb&st=ruh61k9i&dl=0Download episode here!:https://www.dropbox.com/scl/fi/5tn7thyv6szvu5tnjk7rt/Family-Business-Audiocast-Episode-6-Richard-J.-Wolkowitz-7-23-23-10.23-AM.mp3?rlkey=93ksa3apc0wotxzl6zt9ec7ex&st=1j9dire4&dl=0
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    34 mins
  • Episode 7: John Bailey Explores Family Financial Planning in the AI Era

    Episode 7: John Bailey Explores Family Financial Planning in the AI Era
    Sep 19 2023
    Host R. Adam Smith welcomes John Bailey, founder and managing partner of Lumenai Investments. Drawing from his extensive experience in the family investment office sector, John discusses how his firm revolutionizes portfolio management using artificial intelligence and data science. He explains the evolution of his approach from traditional asset management to AI-driven strategies, highlighting how family wealth office structures are adapting to technological advancements. John offers insights into the advantages of man-machine collaboration, personalized portfolio construction, and how AI can enhance risk-adjusted returns during challenging market conditions.
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    34 mins
  • Family Business | Episode no. 8 - Mathew Hughes

    Family Business | Episode no. 8 - Mathew Hughes
    Sep 21 2023
    Download transcript as a PDF here!:https://www.dropbox.com/scl/fi/uz4dw0qnq0pcaw4nqgnzc/8-Post-Podcast-Mathew-Hughes-September-2023.pdf?rlkey=09fojyabhapt0y4cef63dshrf&st=0dap5pm9&dl=0Download episode here!:https://www.dropbox.com/scl/fi/t4ei3ks5htrwquw4cadwu/Mathew-Hughes-University-of-Leicester-2023-09-20-Intro-Outro.m4a?rlkey=v9ztu7qcvca2qd8g41olw1lje&st=9af1kkpa&dl=0
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    38 mins
  • Family Business | Episode no. 9 - Bruce Kasanoff

    Family Business | Episode no. 9 - Bruce Kasanoff
    Oct 27 2023
    Download transcript as a PDF here!:https://www.dropbox.com/scl/fi/l78672tw7dq2ra8dp7yrh/9-Post-Podcast-Bruce-Kasanoff-October-2023.pdf?rlkey=ibm0xe3awzsxabhb9and92q7k&st=k9m8five&dl=0Download episode here!:https://www.dropbox.com/scl/fi/abe1f3swuxtzrheo01dmk/Bruce-Kasanoff.m4a?rlkey=tdhsoh6y8y4ldoa55alxe0jon&st=8bxaz5ph&dl=0
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    33 mins
  • Family Business | Episode no. 10 - Angelo Robles

    Family Business | Episode no. 10 - Angelo Robles
    Nov 8 2023
    Download transcript as a PDF here!:https://www.dropbox.com/scl/fi/knl16r80eqibuk3t104k1/10-Post-Podcast-Angelo-Robles-October-2023.pdf?rlkey=f0a2df8tk8mmkn9iz4z1lwhrb&dl=0Download episode here!:https://www.dropbox.com/scl/fi/iutrvgvc4f2twnc0zgq10/Angelo-Robles.mp3?rlkey=4ijfikhbl4ndxzq7u8i7hdxzw&st=dyup5rb7&dl=0
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    33 mins
  • Family Business | Episode no. 11 - Guillermo Salazar

    Family Business | Episode no. 11 - Guillermo Salazar
    Nov 14 2023
    Download transcript as a PDF here!:https://www.dropbox.com/scl/fi/s859ew1rwm43zjcwxrclo/11-Post-Podcast-Guillermo-Salazar-November-2023.pdf?rlkey=078cvjhs02yoql7yeiqg6pg33&dl=0Download episode here!:https://www.dropbox.com/scl/fi/z1trfuhe8vofow6rpl43x/Guillermo-Salazar-former.mp3?rlkey=rpn5w73rladsyy37hbfunyofc&st=h7aord8l&dl=0
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    26 mins