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In this special edition of Today's Market Explained, we're coming to you from the Four Star Summer Conference in sunny Cancun! Join host Brian Kasal as he interviews key investment sponsors, uncovering exciting opportunities in private equity, real estate, tax-advantaged strategies, fintech platforms, and digital assets. From baby boomer business transitions to structured notes yielding double digits, this episode dives into innovative ways investors can diversify portfolios and optimize returns—all from the beaches of Riviera Maya.

In this episode, Brian and his guests discuss:

1. Baby Boomer Business Transitions & Middle Market Acquisitions

2. Multifamily Real Estate Strategies

3. Tax-Advantaged Investments

4. Digital Assets & Diversification

Eric Warren

Website: https://worth-capital.com/ 

https://worth-investments.com/ 

Matthew Incitt

Website: https://hamiltonptinv.com/ 

https://www.linkedin.com/in/matthew-incitti-9aa4a95/ 

Stewart Martin

Website: https://orion.com/ 

Garrett Vanhal

Website: https://bitwiseinvestments.com/ 

https://www.linkedin.com/company/bitwise-asset-management 

https://www.linkedin.com/in/garrett-vanhal-9127ab9b/ 

Pisoot Senethavilay

Website: https://www.ancoratocapital.com/ 

https://www.linkedin.com/in/pisoot-senethavilay-3124b418/ 

James Lee

Website: https://prpholdings.com/ 

https://www.linkedin.com/in/james-lee-cfa-8718b11/ 

Chris Wise

Website: https://www.investwisecap.com/

https://www.linkedin.com/in/christopher-wise-wiselawllc/

 Dan McDermott

Website: https://www.smartcappartners.com/ 

https://www.linkedin.com/in/danpatrickmcdermott/ 

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DISCLAIMER:

This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov