Counting Capital

On this episode of Counting Capital, host Robert Brunswick sits down with Shannon Eusey, chairman and co-founder of Beacon Pointe Advisors, to discuss the firm's growth from a regional wealth manager into a national platform serving roughly $60 billion in client assets. Eusey shares leadership lessons on culture, equity ownership, and empowering others, along with her perspective on portfolio construction, the expanding role of private markets, and the confidence gap she's observed among women investors. She also reflects on her recent transition from CEO to chairman, her philosophy on balancing capital across people, family, and business, and the mentors and coaches who shaped her career.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, Buchanan Street Partners' Chairman Robert Brunswick is joined by special guest John Burns, CEO of John Burns Research and Consulting, to examine the state of the U.S. housing market. John addresses fears about Wall Street landlords, clarifies actual home undersupply rather than the commonly cited 4-5 million, and explores demographic drivers like immigration, aging boomers, and shifting renter preferences that are fueling growth in single-family rentals and build-to-rent communities. The conversation also includes advice for young professionals building a career, and strong potential long-term investment opportunities.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, we are joined by Alex Chaloff, Chief Investment Officer at Bernstein Private Wealth Management, who explains how his firm helps clients build diversified portfolios that balance liquidity, income, stability, and long-term growth. The conversation focuses on alternatives, especially private credit, illustrating how the asset class has grown; what risks come with illiquidity and reduced transparency; and why today's environment may create opportunity for disciplined investors. Also explored are wealth transfer, client education, market volatility, and career advice, with Alex emphasizing long-term thinking and how embracing AI can differentiate candidates.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, we talk with estate-planning attorney and Albrecht & Barney partner Anson Cain about how proactive planning can help families manage wealth transfer, taxes, philanthropy, and legacy goals. He explains core estate documents, advanced trust strategies, and California-specific issues like property tax changes and out-of-state trust planning. The conversation also covers family communication, trustee selection, flexibility tools like trust protectors, and why getting organized early can reduce conflict and preserve more wealth for the next generation.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, JLL Capital Markets Director Makenna Peter shares her background, role, and journey as an emerging young leader in a traditionally male-dominated industry. She and host Robert Brunswick dive into the dynamics of the Southern California industrial market, covering asset tiers, tariffs, cap rates, supply demand shifts, and how institutional capital is currently underwriting risk and targeting returns. Robert and Makenna also share perspectives on work ethic, generational stereotypes, mentorship, and practical advice for young professionals on showing up, adding value, and continuously learning to build a durable career in real estate and alternative investments.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, we speak with Paul Westhead, CEO of Rimrock Capital Management, about his firm's approach to multi-sector fixed income investing. We explore how Rimrock utilizes a customized ratings-agnostic philosophy emphasizing capital preservation through a disciplined risk-reward analysis. We also examine Paul's background as the son of legendary basketball coach Paul Westhead, his career journey through PIMCO and Oaktree and his commitment to building a collaborative "one rope team" culture at his employee-owned firm.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, we are joined by special guest Dr. Komal Sri-Kumar of Sri-Kumar Global Strategies. We explore why Dr. Sri-Kumar is critical of the Federal Reserve's dual mandate and its politically influenced rate decisions and discuss his investment outlook relating to cautious asset allocation, favoring alternatives and real estate while warning of risks in AI and inequitable fiscal policy. The conversation culminates with practical guidance for both investors and young professionals: maintain objectivity, pursue specialization, and adjust strategies flexibly in a rapidly changing economic landscape.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

On this episode of Counting Capital, we are joined by Trevor Schuesler, Executive Vice President at Buchanan Street Partners. We explore the democratization of alternative investments and how alternative assets like real estate, private credit, and private equity have become accessible to a broader range of investors beyond just large institutions. We discuss how modern portfolio construction has evolved from the traditional 60/40 stock-bond allocation to include alternatives, in the search for better risk-adjusted returns. We examine key considerations for alternative investment selection, including manager evaluation, understanding what drives performance, the risks of mark-to-market pricing in private assets, and why real estate often serves as a foundational alternative investment due to its combination of equity-like returns, bond-like cash flows, and tax advantages.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Spencer Levy, Chief Strategist and Economic Advisor at CBRE, for a wide-ranging discussion on the shifting real estate landscape. Levy explains that the market has moved back to the future from a financialized, cap rate–driven era to an operator's market where value creation hinges on active, experience-focused asset management across both traditional and alternative property types. He shares his investment outlook, favoring supply-constrained disfavored markets, live-work-play submarkets, and niche sectors like build-to-rent, industrial outdoor storage, and manufactured housing, while emphasizing communication skills, preparation, and client understanding as keys to long-term success in real estate.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.

On this episode of Counting Capital, Buchanan Street Partners Chairman Robert Brunswick is joined by Newport Beach Mayor Joe Stapleton, who shares how his passion for leadership and community service was shaped by his upbringing, mentors, and a life-changing experience at the Boston Marathon. Together, they explore Stapleton's journey from financial advisor to civic leader, the economic drivers and budget of Newport Beach, and his vision for building a lasting legacy through responsible governance and community engagement.

Thank you for joining us on this episode of the Counting Capital Podcast. To learn more about Buchanan Street Partners, please visit our website at:

https://www.buchananstreet.com/

Buchanan Street Partners: Capital You Can Count On.

For informational purposes only and not to be relied on in any manner as legal, business, financial, tax or investment advice. Nothing in this episode is an offer to sell or the solicitation of an offer to buy securities.