The Disciplined Investor

TDI Podcast: Private Equity Insights (#956)


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Greenland, Iran and Mexico – OH MY

Earnings season – yes it is here !

Markets re on fire – all systems go – Get your gold and silver too!

And out guest – Benjamin Kahle – Managing Partner of Wellings Capital.

 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Benjamin Kahle is the Managing Partner of Wellings Capital. He is responsible for the overall management of the firm and its investment offerings, including eight funds and multiple sidecar entities. In this role, Benjamin helps shape the company’s investment strategy and guides asset management initiatives. Since joining Wellings Capital as an intern in 2015, Benjamin has played an instrumental role in the firm’s growth, driving it from $0 to over $215 million in investor equity under management and over $450 million of assets under management. His leadership has helped establish Wellings Capital as a trusted name in the commercial real estate private equity space. Benjamin’s real estate career began early—he became a licensed realtor during his junior year of college. He earned his Bachelor’s degree in Business Administration from Liberty University and lives in Central Virginia with his wife and son.

Learn More at http://www.ibkr.com/funds

Follow @andrewhorowitz

Looking for style diversification? More information on the TDI Managed Growth Strategy – https://thedisciplinedinvestor.com/blog/tdi-strategy/

Stocks mentioned in this episode: (SPY), (TSLA), (GOOG), (BIDU)

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The Disciplined InvestorBy Andrew Horowitz - Host

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