In our debut episode, we go behind the scenes on the making of Element Pointe. Co-founders David Savir and Carlos Dominguez open up about their early lives, career paths, and the pivotal moments that led them to launch a multi-family office from scratch nearly a decade ago. It’s a candid look at the people behind the firm — and the values that continue to drive its mission.

00:00 - Introduction

02:14 - From Baseball Cards to the Trading Floor: Carlos' Early Career

06:50 - A Tale of Two Coasts: Trading in New York vs. San Francisco

09:05 - The Pivot: Why Carlos Left the Trading Floor for an MBA and a Hedge Fund

15:40 - The Entrepreneurial Mindset: David's Journey at Goldman Sachs During the 2008 Crisis

19:17 - Identifying a Problem: The Flaws in the Traditional Wealth Management Model

29:42 - Building a Better Way: The Genesis and Philosophy of Element Pointe

33:56 - The Tech Revolution: How Innovative Software Enabled a New Business Model

41:44 - What's Next for the "On Pointe" Podcast?

Disclaimers:

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Questions: [email protected]

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