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In this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world.

From leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance.

We explore:

• What she learned launching a $100M impact fund-and how she measured real-world outcomes like healthcare and menstrual hygiene access
• The macro insights and risk management frameworks that help her evaluate complex opportunities
• How AI is transforming wealth management by reducing friction and increasing personalization
• Why Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automation
• What she believes wealth platforms must evolve into for the next generation of investors

Anmol also reflects on building with integrity, the importance of "strong opinions, loosely held," and how operating from deep self-trust has guided her career pivots.

Whether you're managing your portfolio, building a fintech product, or navigating uncertainty in your own investing journey, this episode will equip you with tools-and perspective-for what comes next.

About Anmol Verma:
Anmol is the co-founder of Finvest, an AI wealth advisor platform helping time-strapped professionals manage their money with confidence and intelligence. She previously led due diligence for concentrated emerging market portfolios and helped launch a $100M Global Impact Fund at Arisaig Partners.

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About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Santosh Ramesh, CEO and President of KA Technology, to explore how the future of innovation isn't always in chasing hype-but in solving real problems.

Santosh shares how his team is transforming overlooked sectors like real estate education and martial arts gyms through simple, targeted software solutions that free people to focus on what they do best. His approach: build quietly, serve deeply, and create value by eliminating friction where others aren't looking.

We also dig into:

• Why small tech can drive big returns, and how to spot it
• The power of investing in inefficiencies, not trends
• How human connection is becoming the most in-demand tech feature
• Why Sidepocket-style platforms are essential for busy professionals
• Santosh's take on diversification, asymmetric risk, and staying grounded while scaling smart

From sustainable software to strategic investing, this episode is a must-listen for anyone building or backing businesses that are simple, scalable, and soulful.

👤 About Santosh Ramesh:
Santosh is the President & CEO of KA Technology, a company focused on solving niche pain points with high-impact software tools. His cross-industry background and people-first mindset are redefining how technology can serve overlooked markets.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Joy Osaka-Lu, founder and strategic solutions partner at One Ripple, LLC, to explore how business transformation starts with people-not just processes. With over 30 years of experience across operations, data systems, and change management, Joy shares her approach to designing businesses that work better by honoring the human element behind every metric.

We explore:

• How Joy helped an investment firm reduce manual processing by 80%-by shifting the paradigm, not just the software
• Why legacy systems often fail not because they're outdated, but because they ignore human behavior
• The role of story, empathy, and systems thinking in unlocking innovation across finance and operations
• How Joy approaches investing with the same lens of freedom, resilience, and long-term alignment
• Why building adaptive businesses today requires unlearning old rules and embracing what's real, personal, and dynamic

"When you build systems around people-not just performance-you unlock something deeper: trust, flow, and lasting change."

Whether you're scaling a company, streamlining operations, or investing in your own evolution, this conversation with Joy will shift how you think about efficiency, risk, and transformation.

👥 About Joy Osaka-Lu:

Joy Osaka-Lu is the founder of One Ripple, LLC, a strategic consulting firm focused on building human-centered systems and solutions that drive sustainable business change. With three decades of experience, she's known for her ability to dissolve inefficiencies, champion authentic leadership, and bridge data, strategy, and empathy in one fluid motion.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Jake Martyn, CEO of Martyn & Co., to explore the unconventional path from content creation to multi-million dollar entrepreneurship - and how it led him into the world of alternative investing. Starting with Pokémon livestreams and evolving into a thriving collectibles empire, Jake's journey proves that creativity, agility, and curiosity can drive serious business success.

We explore:

• How Jake turned a pandemic-era hobby into a 7-figure live commerce business
• The rise of collectible assets and the new rules of creator-led entrepreneurship
• Jake's shift into investing-and how he's approaching portfolio building with a founder's mindset
• Why Sidepocket became his go-to tool for gaining access to institutional-grade investment strategies
• The lessons he's learned about risk, education, and staying open to evolution in both business and wealth creation

"What started as content became commerce-and then turned into capital. That's the power of momentum and mindset."

Whether you're a business builder, creator, or investor looking to tap into emerging asset classes and creator-led ventures, this episode offers a fresh take on what it means to build and grow in today's economy.

About Jake Martyn:

Jake Martyn founded a collectibles commerce company that scaled to 7 figures in under a year by blending livestream content, smart inventory strategies, and authentic community building. Jake now focuses on growing his business while learning the ropes of investing-with a passion for education, efficiency, and unlocking financial freedom.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Corey White, founder and CEO of Cyvatar.Ai, to explore how cybersecurity and diversity are reshaping the tech and investing landscape. With decades of experience in tech and a proven entrepreneurial track record, Corey is redefining what it means to build a resilient, future-ready business—one that’s secure, scalable, and inclusive.

We explore:

• How Cyvatar.Ai simplifies cybersecurity as a growth enabler, not just a defensive shield
• Why investing in cybersecurity is essential for modern portfolios—and how to evaluate opportunities in the space
• The power of organic diversity in tech teams and how it drives better innovation and outcomes
• Corey's journey from tech executive to founder, and what it really takes to thrive in rapidly evolving markets
• The role of grit, adaptability, and inclusive leadership in building companies that can weather disruption

“If you want to build a resilient company, start by protecting your people, your data—and your future.”

Whether you're an investor exploring tech opportunities or a founder building from the ground up, this episode delivers strategic insight into the intersection of cybersecurity, diversity, and high-growth investing.

About Corey White:

Corey White is the founder and CEO of Cyvatar.Ai, a next-gen cybersecurity platform that offers comprehensive protection with simplicity and scale. A tech veteran and visionary leader, Corey champions diversity and innovation in the cybersecurity sector, helping companies and investors alike navigate risk and resilience in the digital age.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity.

We explore:

• The surprising knowledge gaps among well-educated families when it comes to 529 plans, custodial accounts, and early investment strategies
• Why open conversations about money are critical for raising financially savvy children
• The importance of building long-term, adaptable portfolios without falling into emotional traps
• How Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cycles
• Why access to simple, educational financial tools can transform how families approach investing

“Financial literacy isn’t just for Wall Street. It’s the foundation for building freedom—and futures.”

Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.

About Katie Fenner:

Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Ketty Minissale, co-founder of The Energy Lab, to explore the powerful relationship between physical health and financial performance. After leaving a secure career in the automotive industry, Ketty embraced entrepreneurship with a mission: to help leaders optimize energy, clarity, and well-being—because true wealth starts with health.

We explore:

• Why burnout and chronic stress silently sabotage decision-making, risk tolerance, and wealth creation
• How Ketty made the leap from corporate stability to launching a wellness business rooted in science and soul
• Practical tools for integrating mindfulness and nervous system regulation into your leadership and investment routines
• How physical vitality directly supports financial confidence, strategy, and long-term resilience
• The future of health tech and AI—where Ketty sees massive potential for proactive wellness and smarter financial outcomes

“You can’t build sustainable wealth from a depleted body. Wellness isn’t a luxury—it’s your foundation.”

Whether you're a high-performing entrepreneur or investor looking to sharpen your edge, Ketty’s perspective offers a paradigm shift: longevity, energy, and emotional clarity are the real drivers of wealth that lasts.

About Ketty Minissale:

Ketty Minissale is the co-founder of The Energy Lab, a high-impact wellness company focused on optimizing energy, nervous system health, and mental clarity for leaders and founders. Her background spans corporate leadership and holistic health, giving her a unique lens on how physical and financial success are deeply intertwined. Through coaching, retreats, and technology-forward wellness solutions, Ketty helps people lead from a place of vitality, not burnout.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

Message the Host

In this episode, we sit down with Brandon Schwab, founder and CEO of Shepherd Premier Senior Living, to explore how boutique senior housing can deliver both meaningful impact and high-performing returns. Sparked by a personal experience with subpar elder care, Brandon set out to reimagine the traditional big-box model—replacing it with warm, residential communities that prioritize dignity, intimacy, and human connection.

We explore:

• Why small-scale, home-style senior living outperforms traditional facilities on both quality of care and investment metrics
• How Brandon transitioned from real estate investor to care-focused operator without a healthcare background
• The growing demand for personalized elder care—and how investors can meet it with purpose-driven capital
• Key financial advantages of boutique senior housing, from strong occupancy rates to recession resilience
• The balance of mission and margin: creating legacy-level returns by solving a deeply human problem

“We’re not just offering a bed—we’re offering a better life. And that creates lasting value for residents and investors.”

Whether you're an investor exploring alternative real estate assets or someone passionate about elder care innovation, this episode reveals how senior living can be a powerful vehicle for compassionate capitalism.

About Brandon Schwab:

Brandon Schwab is the founder and CEO of Shepherd Premier Senior Living, a company redefining elder care through intimate, boutique-style homes across the Midwest. With a background in real estate and a deep personal mission, Brandon has built one of the most compelling hybrid models in healthcare and residential investing—one that delivers comfort, connection, and consistent returns.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

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In this episode, we sit down with Alexander Flecker, VP of Sales and Marketing at Measured Risk Portfolios, to talk about what it really takes to navigate volatility with confidence. Blending insights from a blue-collar upbringing and white-collar finance career, Alex shares his journey into structured credit, wealth management, and his mission to help investors stay steady—especially when markets get shaky.

We explore:

• How Alex’s 2020 market experience shaped his views on risk tolerance and investor behavior
• The importance of sticking to a strategy through emotional turbulence
• Measured Risk’s “Synth Equity” strategy—combining short-term Treasuries with S&P 500 call options for asymmetric growth potential
• The launch of their new ETF and how it brings active risk management to everyday investors
• Why structured portfolios can outperform when fear dominates the market

“Discipline in the face of chaos isn’t luck—it’s a plan. The question is: do you have one?”

Whether you're a business owner preparing for a liquidity event, or an individual investor seeking growth without losing sleep, Alex’s grounded, practical approach offers a refreshing take on building wealth through turbulent times.

About Alexander Flecker:
Alexander Flecker is the VP of Sales and Marketing at Measured Risk Portfolios. With a background that straddles construction grit and Wall Street strategy, Alex brings a unique, grounded perspective to financial risk management. He’s passionate about helping investors achieve clarity in chaos and is a key advocate for the firm’s signature Synth Equity strategy.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

Message the Host

In this episode, we sit down with Michael Harries, partner at Robotics Hub and a veteran investor in artificial intelligence, robotics, and deep tech. From his early fascination with Isaac Asimov’s sci-fi to advising startups at the cutting edge of automation and machine learning, Michael brings a rare depth of insight into how transformative technologies are funded, built, and scaled.

We explore:

• What sets deep tech apart from traditional startups—and why it matters for investors
• How Robotics Hub identifies, vets, and supports startups solving real-world problems in automation, logistics, and advanced manufacturing
• Emerging trends at the intersection of AI, cloud infrastructure, and energy systems
• How to evaluate risk, runway, and technical feasibility in early-stage deep tech
• The importance of founder-market fit and talent density in complex, high-stakes sectors

“If you want asymmetric returns, you need to be where real breakthroughs are happening—and that’s deep tech.”

Michael also shares a behind-the-scenes look at investments like Agility Robotics and offers strategic advice for investors seeking differentiated opportunities in the age of AI. Whether you’re a seasoned VC or a forward-looking angel investor, this conversation offers a roadmap to navigating the bold frontier of high-impact innovation.

About Michael Harries:
Michael Harries is a partner at Robotics Hub, where he invests in early-stage companies solving major global problems through robotics, AI, and next-gen infrastructure. With a background in computer science and a career spanning startups, venture capital, and research leadership, Michael is recognized for his sharp ability to translate technical potential into long-term commercial success.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com