By Taroko
The podcast currently has 23 episodes available.
Guy Vesey is actively developing several museums, exhibitions, and experiences across multiple locations, leveraging a for-profit, ticket revenue-generating business model. His projects aim to offer inspiring and accessible exhibitions. He is the Co-Founder of BAUART and a Partner at BAU Advisors, a platform specializing in asset management selection and allocation with a focus on credit, real estate, and cultural investments. He also serves as an Advisor to Stoneweg, a Swiss real estate investment partner associated with BAU. Previously, Guy was the Acting Museum Director for the Hermitage Barcelona and CEO of the UK Hermitage Foundation. His earlier career was centered on Russia, the Middle East, and Central Asia, primarily in auction houses, galleries, and museums.
This episode dives into the world of art & exhibition investing, beginning with a myth-busting session to challenge common misconceptions, followed by a discussion on current market dynamics and why now is an ideal time to invest. It provides insider tips and strategies for new investors, covering everything from initial research to identifying promising investments, while also addressing the risks involved and how to mitigate them. The conversation then shifts to future trends, including digital art, NFTs, and global exhibitions, concluding with personal insights from the guest and an invitation to attend the Johnny Depp exhibition.
📌If you are interested or want to know more about ✔️BAUAdvisors, please go to web or reach us out directly at [email protected]
Key Takeaways
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NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or the host should not be construed as legal or investment advice.
We invite you to reach us out and join the community in:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#English #AlternativeInvestments #StrategicAssetAllocation #AssetManager #Art #Exhibitions
Mauricio Pérez Lavín y Andrea Sepúlveda son los creadores de LATAM Self, una consultora especializada en optimizar procesos de inversión y ofrecer asesoría a clientes institucionales. Mauricio fue Head de Clientes Institucionales para Blackrock en Chile y Head de Sales para BTG Pactual en la región hispanohablante de LATAM, antes de fundar LATAM Self junto a Andrea Sepúlveda, ex directora de Fondos para BTG Pactual.
En este episodio de Taroko Talks, Mauricio y Andrea analizan la importancia de la eficiencia en los portafolios y operaciones, y cómo estas eficiencias se pueden alcanzar mediante la implementación de activos alternativos y el uso de tecnología. También abordan el rol de los equipos y cómo están evolucionando con los avances tecnológicos. Asimismo, discuten el uso de inversiones alternativas y cómo estas pueden generar ALPHA en los portafolios de los clientes. Subrayan la importancia de entender el perfil de riesgo de cada cliente al considerar inversiones alternativas.
En la segunda parte de la conversación, Mauricio y Andrea comparten las mejores prácticas y errores comunes, destacando la relevancia de la educación y la asesoría en mercados privados. Resaltan la necesidad de comprender el perfil de riesgo y el portafolio completo del cliente.
Finalmente, exploran las oportunidades de crecimiento en el ámbito de la banca privada y el asesoramiento financiero. En cuanto al futuro del asesor financiero, prevén que estos profesionales contarán con más opciones y tecnología para ofrecer un servicio diferenciado.
📌 Si te interesa conocer más acerca de nuestros entrevistados, sus productos, o acerca de Taroko, visítanos en 🌐 www.taroko.la o contáctanos directamente en ✉️ [email protected].
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NOTA: Este podcast es solo con fines educativos y de entretenimiento. Cualquier cosa dicha por los invitados o el presentador no debe interpretarse como asesoramiento legal o de inversión.
Nuestros contactos:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#Español #StrategicAssetAllocation #AlternativeInvestments #WealthPlanning #WealthManagers
Juan Manuel Verón, CFA, es un destacado Chief Investment Officer con una trayectoria excepcional en la gestión de fondos de pensión, compañías de asset management y seguros. Con más de 24 años de liderazgo en Principal Financial Group (México), HSBC y Santander, su experiencia es invaluable.
En este episodio de Taroko Talks, Christian entrevista a Juan Manuel para discutir el actual ciclo económico global 🌐, compartir su visión y explorar oportunidades de inversión 📈. Verón describe su riguroso proceso de inversión basado en fundamentos sólidos, control de riesgos y diversificación, lo que le permite generar valor de manera consistente. Además, destaca las virtudes de los mercados privados sobre los mercados públicos.
📌 Si te interesa conocer más acerca de nuestros entrevistados, sus productos, o acerca de Taroko, visítanos en 🌐 www.taroko.la o contáctanos directamente en ✉️ [email protected].
NOTA: Este podcast es solo con fines educativos y de entretenimiento. Cualquier cosa dicha por los invitados o el presentador no debe interpretarse como asesoramiento legal o de inversión.
Nuestros contactos:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#Español #StrategicAssetAllocation #AlternativeInvestments #WealthPlanning #WealthManagers
Toreigh Stuart joined Garrington as a Senior Advisor in March 2021. His relationship with Garrington started through its primary capital provider, Next Edge Capital, where he had helped build out their Private Debt Fund. At Garrington, Toreigh is primarily responsible for sourcing, evaluating and executing investment opportunities, while serving in an oversight capacity on behalf of Next Edge. Toreigh is a member of all of the firm’s Investment Committees.
Prior to joining Garrington, Toreigh has held a senior role as the Chief Executive Officer at each of Next Edge (2014-2021), Man Investments Canada Corp. (2006-2014) and BluMont Capital Corp. (2000-2006). In 2015, through the launch of the Next Edge Private Debt Fund, his principal responsibility had been to originate, manage risk and grow a portfolio of private loans on behalf of the Fund.
Toreigh earned his Bachelor of Arts degree in Economics from the University of Toronto. He holds the CFA and CAIA designations.
In this episode, Toreigh discusses private credit as an asset class and its growing momentum. The popularity of private credit has increased due to the tightening of bank financing and the need for alternative sources of capital. However, there are risks associated with investing in private credit, such as borrower default, asset value volatility, and fraud. To mitigate these risks, investors should focus on robust underwriting, ongoing portfolio management, and fluidity of capital.
Throughout the episode, Toreigh address the fundamentals of the asset class, why now is the right time to invest and what’s the market opportunity. Additionally, Toreigh shares how Private Credit is opening up to the private wealth channel. There is a shift in the market, with more structures and products being developed to make private credit accessible to smaller investors.
📌If you are interested or want to know more about ✔️Garrington Capital, please go to web or reach us out directly at [email protected]
Key Takeaways
---
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or the host should not be construed as legal or investment advice.
We invite you to reach us out and join the community in:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#English #AlternativeInvestments #StrategicAssetAllocation #PrivateCredit #AssetManager
Ivan Scherman es el fundador y Chief Investment Officer de Emerge Funds, un hedge fund con más de 16 años de impresionante trayectoria en el mundo de las inversiones. Con un portfolio moderado que ha rendido en promedio un 23% anual neto de fees, Iván ha logrado destacarse en la industria financiera. Ganador del World Champion of Futures Trading en 2023, Sherman es reconocido por su enfoque científico y objetivo en la toma de decisiones de inversión, basado en datos y evidencia.
En este episodio de Taroko Talks, Christian entrevista a Ivan Scherman para explorar los hitos de su carrera que lo han llevado a obtener resultados consistentes en los últimos años. Sherman comparte su enfoque market agnostic y multi-estrategia, revelando cómo su equipo de ingenieros, matemáticos y científicos de datos aplican un enfoque cuantitativo y algorítmico en la gestión de portafolios. Además, Sherman ofrece su visión del mercado para los próximos meses, destacando la importancia de la educación en instituciones serias y el enfoque evidence-based en la toma de decisiones de inversión.
📌Si te ha parecido interesante o quieres saber más sobre ✔️Emerge Funds por favor dirigirse a web o escríbenos directamente a [email protected].
Puntos Claves
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NOTA: Este podcast es solo con fines educativos y de entretenimiento. Cualquier cosa dicha por los invitados o el presentador no debe interpretarse como asesoramiento legal o de inversión.
Nuestros contactos:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#Español #AlternativeInvestments #StrategicAssetAllocation #HedgeFunds
Marcel Imeri es un reconocido asesor con una amplia trayectoria en Derecho, Emprendimiento y Capital de Riesgo. Se destaca por guiar a familias de alto patrimonio, fondos de capital de riesgo y startups a nivel mundial. Su experiencia abarca la estructuración corporativa, gestión del patrimonio, optimización fiscal y planificación estratégica.
En este episodio, Marcel Imery explica qué es un Family Office y las diferencias entre un Single Family Office y un Multi Family Office. También nos comparte sobre cuándo es conveniente establecer un Single Family Office y las estructuras legales típicas que lo conforman. Asimismo, discutimos la importancia de la transición exitosa de la riqueza de una generación a otra, y cómo las nuevas generaciones pueden aportar valor a través de la innovación y el emprendimiento. Además, se mencionan las tendencias actuales en la evolución de los Family Offices en Latinoamérica.
Por último, Marcel aconseja a las familias que busquen asesoramiento de expertos y que definan sus objetivos financieros y personales, así como su propósito como familia.
📌Si quieres saber más sobre ✔️como constituir un Family Office o si te debes sumar a un Multi Family Office por favor dirigirse a web o escríbenos directamente a [email protected].
NOTA: Este podcast es solo con fines educativos y de entretenimiento. Cualquier cosa dicha por los invitados o el presentador no debe interpretarse como asesoramiento legal o de inversión.
Nuestros contactos:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#Español #FamilyOffice #Legal #WealthPlanning #IndividualInvestor
En este episodio, nos acompaña Francisco Sosa del Valle, fundador de Bunker, una WealthTech que busca posicionarse como líder robo-advisor en LATAM. Francisco discute los orígenes de la empresa y su modelo de negocio. Bunker tiene como objetivo ofrecer un espacio seguro para los inversionistas, proporcionando servicios de asesoramiento digital eficientes y transparentes. La empresa cobra una tarifa única basada en el valor de los activos bajo gestión. Francisco ve el futuro de la banca privada evolucionando mediante la integración de tecnología y análisis de datos.
Mirando hacia el futuro, Bunker planea mejorar su experiencia de usuario, incorporar herramientas de inteligencia artificial y ofrecer más opciones sociales para ayudar a los inversionistas a tomar decisiones informadas.
📌¡Si quieres saber ✔️hacia dónde se dirige la industria del Wealth Management, por favor dirigirse a web o escríbenos directamente a [email protected].
Puntos Clave:
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NOTA: Este podcast es solo con fines educativos y de entretenimiento. Cualquier cosa dicha por los invitados o el presentador no debe interpretarse como asesoramiento legal o de inversión.
Nuestros contactos:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#Español #IndividualInvestor #Technology #Innovation
In this engaging podcast episode, we journey into the dynamic world of Venture Capital with industry trailblazers Greg and Jeff.
Greg Brogger, is the current Founder & CEO of Collective Liquidity. He co-founded several startups and is a former ex-president of Nasdaq Private Markets. Additionally, Greg serves in the board at Forge. On the other side, Jeff Nazzaro, spent +20 years at Goldman Sachs, where he was Managing Director of Global Sales & Cross-Asset Sales. Additionally, he was CEO of Corporate Division & Head of Global Payments at PagaTodo, a prominent Mexican Fintech Company, before founding Collective Liquidity alongside Greg.
Hear their compelling stories, from co-founding startups to leading major financial institutions, and discover how these experiences have influenced their forward-thinking approach to investing.
We'll uncover the pivotal moments that shaped their careers and delve into the critical role of secondary markets in today's evolving investment landscape. Learn how their innovative firm, Collective Liquidity, is addressing market gaps with cutting-edge solutions.
From mastering the complexities of valuing private companies to harnessing AI for investment strategies, Greg and Jeff also share their vision for the future of asset management.
Stay tuned for an action-packed rapid-fire round on asset allocation. This episode offers a treasure trove of insights. Join us for a thought-provoking conversation you won't want to miss!
📌If you are interested or want to know more about ✔️Collective liquidity, please go to web or reach us out directly at [email protected]
Key Takeaways
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NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or the host should not be construed as legal or investment advice.
We invite you to reach us out and join the community in:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#English #AlternativeInvestments #VentureCapital #Technology #Innovation
Julia Valentine, a seasoned technology expert, entrepreneur, and investor, joins Taroko Talks in this episode. With a background in fintech and experience working for top companies like Moose Partners and State of Wisconsin Investment Board, Julia brings a wealth of knowledge on integrating technology in family offices and institutional investors.
In this episode, Julia shares insights on the importance of tech integration in family offices and the future of wealth management in the digital era. Julia underscores the significance of incorporating technology within family offices. She stresses the imperative for family offices to embrace technological innovations for enhancing deal sourcing, streamlining operations, and fostering wealth generation. Additionally, Julia shares the pivotal role of alternative investments in molding the landscape of wealth management, accentuating the necessity of tailored alternative investment platforms for affluent individuals. She offers perspectives on integrating AI into asset and wealth management practices, alongside offering counsel for burgeoning entrepreneurs venturing into the realms of technology and wealth management.
📌If you are interested or want to know more about Family Offices related topics, please go to WEB or reach us out directly at [email protected]
Key Takeaways
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#English #FamilyOffice #Technology #Innovation #AlternativeInvestments
In this episode, @Christopher Zook share with us the formula of building a $6B AuM firm and how the best ones can invest in exclusive opportunities.
Embark on an enriching journey into the world of asset management with Christopher and CAZ Investments in our latest podcast episode! Discover the fascinating story behind their transition from a Family Office to a cutting-edge asset management powerhouse. Uncover the secrets at the core of CAZ's remarkable success and what truly sets them apart in today's competitive landscape. Delve into the intriguing realm of GP Stakes and why savvy investors are keeping a keen eye on this strategy. Explore the motivations driving asset managers to sell stakes in their firms and gain insider insights into how GP Stakes transactions unfold. Get a crash course in valuing asset management firms and understand its impact in straightforward terms. Plus, uncover the unique differences between GP Stakes Funds and other Private Equity strategies, while staying ahead of the curve with the latest industry trends.
Tune in now for a captivating discussion filled with wisdom and actionable insights!
📌If you are interested or want to know more about ✔️CAZ Investments, please go to web or reach us out directly at [email protected]
Key Takeaways
---
NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or the host should not be construed as legal or investment advice.
We invite you to reach us out and join the community in:
https://taroko.la
[email protected]
https://www.linkedin.com/company/taroko-investments
#English #AlternativeInvestments #PrivateEquity #StrategicAssetAllocation #AssetManager
The podcast currently has 23 episodes available.