The Investipal Podcast

By Investipal

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and ... more

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FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.

The Investipal Podcast episodes:

March 18, 2025 Building a 7-Figure Advisory Practice Through Community with Derrick Kinney
Derek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor.
In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pain points, and how to bridge generational gaps by connecting emotionally with clients. We also explore how advisors can position their value beyond traditional portfolio management, the importance of tying financial success to purpose, and key lessons learned from Derek’s own entrepreneurial transitions.
Please enjoy our conversation with Derek Kinney.
https://www.successforadvisors.com/
...more
44min
January 23, 2025 How to Evaluate Alternative Investments with Noah Damsky
Noah Damsky is the founder of Marina Wealth Advisors, a boutique wealth management firm specializing in alternative investments and tailored financial planning. With a career that spans roles at renowned institutions like PIMCO, Bessemer Trust, and the Los Angeles County Pension Fund, Noah brings a unique perspective to the world of private markets and wealth advisory.
In this episode, Noah shares his journey from working with institutional investors to launching his own firm, offering valuable insights into the rise of alternative investments and their growing role in client portfolios. We dive into the nuances of private market investing, from evaluating fund managers and understanding liquidity challenges to aligning private and public market exposure for diversification. Noah also discusses practical due diligence strategies, the importance of realized versus unrealized returns, and how financial advisors can navigate the complexities of the alternative investment landscape to better serve their clients.
Please enjoy our conversation with Noah Damsky.
...more
29min
January 09, 2025 Mastering Independence: Tech and Strategy for Advisors with Tim Welsh
Tim Welsh is the president of Nexus Strategy, a consulting firm dedicated to helping financial advisors grow their businesses. With a career spanning roles at Merrill Lynch and Schwab, Tim has been at the forefront of practice management and the evolution of the wealth management industry.
In this episode, Tim shares his journey from Wall Street to launching Nexus Strategy, offering insights into how financial advisors can scale their practices by simplifying complexity, focusing on niche markets, and leveraging technology. We explore the evolution of the wealth tech ecosystem, the challenges of "tech piles" versus unified solutions, and the transformative potential of AI in improving productivity and client engagement. Tim also provides actionable advice for new and independent advisors looking to grow beyond the early stages of their careers.
Please enjoy our conversation with Tim Welsh.
...more
28min
October 04, 2024Unlocking Liquidity: The Future of Startup Equity & Private Markets with Dave Thornton
Dave Thornton is the CEO and co-founder of Vested, a platform designed to help startup employees unlock the value of their stock options.
In this episode, Dave dives into the complexities of stock options, the challenges of providing liquidity for startup employees, and how Vested is bridging the gap by offering innovative funding solutions. We also discuss the evolving private markets, the role of secondary markets, and the increasing need for liquidity as companies stay private longer.
Please enjoy our conversation with Dave Thornton.
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Links
The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Meb Faber⁠, ⁠Brent Beshore⁠, ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.
Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/⁠
Find Dave Thornton at:
⁠https://vested
https://vested.co/investor
https://www.linkedin.com/in/davejthornton/
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Key Takeaways
The Liquidity Challenge for Startup Employees: As startups stay private longer, employees face significant challenges in accessing liquidity for their stock options, leading to missed opportunities to realize the value of their equity.

The Growing Importance of Secondary Markets: With extended IPO timelines, the need for robust secondary markets has increased, providing employees and investors with alternative ways to access liquidity without waiting for a public offering.

Equity as a Recruitment and Retention Tool: Founders who proactively build liquidity options for employees stand to gain a competitive edge in recruitment and retention by offering a more tangible reward for employees' contributions.

The Complexity of Pricing Private Company Stock: Accurately valuing stock options in a private company is a difficult task due to the lack of real-time pricing, and employees must navigate issues like 409A valuations and the fluctuating value of their equity.
...more
28min
September 26, 2024 Was This Hedge Fund's Performance Pure Luck? with Corey Hoffstein
Corey Hoffstein is a quantitative researcher, portfolio manager, and financial innovator.
In this episode, Corey shares his insights on return stacking, the overlooked impact of rebalancing timing, and how to find alpha in increasingly efficient markets. We also explore his views on trend following, the 13-month momentum anomaly, and how his innovative ETF strategies are reshaping portfolio construction.
Please enjoy our conversation with Corey Hoffstein.
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Links
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Corey Hoffstein at:
https://www.newfoundresearch.com/
https://www.returnstacking.com/
https://flirtingwithmodels.com/
https://twitter.com/choffstein
https://www.linkedin.com/in/coreyhoffstein/
https://www.amazon.com/Corey-Hoffstein/e/B0BLYBQ4XR
https://www.youtube.com/c/FlirtingwithModels
https://www.institutionalinvestor.com/article/b1vd3tqkgcx2dv/Return-Stacking-Just-Might-Solve-the-Portfolio-Conundrum
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3981826
https://blog.thinknewfound.com/
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Key Takeaways
1. Return stacking is an innovative approach to portfolio construction that allows investors to maintain core exposures while adding diversifying strategies without sacrificing traditional allocations.
2. Rebalancing timing can have a significant and often overlooked impact on portfolio performance, highlighting the importance of considering 'when' in addition to 'what' and 'how' in investment strategies.
4. The 13-month momentum anomaly suggests that the optimal combination of lookback period and holding period for momentum strategies may be around 13 months, challenging traditional views on momentum investing.
4. Quantitative strategies need to balance theoretical efficiency with practical implementation considerations when moving from research to product development, especially in the context of ETFs and retail investor accessibility.
...more
46min
September 06, 2024Are We In A Private Equity Bubble? with Jared Dillian
Jared Dillian is a writer, trader, musician, entrepreneur and educator.
In this episode, Jared shares his views on the potential $8 trillion private equity bubble, the current market environment, and how the relationship between time and money impacts financial success. We also discuss his views on commodities, investing strategies, personal finance tips and his books including his upcoming collection of short stories
Enjoy our conversation with Jared Dillian.
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Links
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Meb Faber, Brent Beshore, Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Jared Dillian at:
https://www.jareddillian.com/
https://www.jareddillianmoney.com/
https://www.youtube.com/c/TheJaredDillianShow
https://www.linkedin.com/in/jared-dillian-411aaa1b
https://wggtb.substack.com/
https://x.com/dailydirtnap
https://dailydirtnap.com/
https://www.amazon.com/No-Worries-live-stress-free-financial/dp/1804090409/
https://www.amazon.com/Night-Moves-stories-Jared-Dillian-ebook/dp/B0DDLB49X1
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Key Takeaways
The private equity market is overcrowded and highly leveraged, with a lack of exits, making it unsustainable in the long term.

Interest rate cuts may have a minimal positive effect on the private equity market, as rates are unlikely to return to zero.

There is potential for a new super cycle in commodities, with broad-based participation across the market.

Understanding the relationship between time and money is crucial for building wealth, and prioritizing time over money can lead to a stress-free financial life.

Managing finances separately can help avoid conflicts and arguments about money in relationships.

For retail investors, active management and diversification can help mitigate volatility and risk.

The 'awesome portfolio' consisting of 20% stocks, 20% bonds, 20% cash, 20% gold, and 20% real estate can provide a balanced and low-volatility investment strategy.

Asset allocation should remain constant throughout an investor's career, rather than being based on age or risk tolerance.
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Timestamps
00:00 The Unsustainability of the Private Equity Bubble
02:17 Comparing the Private Equity Craze to the SPAC Craze
09:41 The Potential for a New Super Cycle in Commodities
12:06 Understanding the Relationship Between Time and Money
17:45 Managing Finances: Keeping Money Separate to Avoid Conflicts
20:05 Investment Strategies for Retail Investors: Active Management and Diversification
21:57 The 'Awesome Portfolio': A Balanced and Low-Volatility Investment Strategy
23:38 Consistency in Asset Allocation Throughout an Investor's Career
...more
25min
August 02, 2024Loosely Functioning Disasters and Long-Term Relationships with Brent Beshore
Brent Beshore is the CEO and founder of Permanent Equity, a private equity fund uniquely focused on the long-term.
In this episode, we dive into Brent’s journey into private equity, the value of operational experience as an investor, the diligence process, leadership, and the importance of long-term relationships and compounding.
Enjoy our conversation with Brent Beshore.
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Links:
The Investipal Podcast is produced by ⁠⁠⁠www.investipal.co⁠⁠⁠. Past guests include ⁠Peter Lazaroff⁠, ⁠Douglas Boneparth⁠, ⁠Jamie Hopkins⁠, ⁠Tyrone Ross⁠ and many more.
Follow us on LinkedIn: ⁠www.linkedin.com/company/investipal⁠⁠⁠ | ⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠; Twitter: ⁠www.twitter.com/camhowe16⁠ | ⁠www.twitter.com/investipal⁠; Tiktok: ⁠www.tiktok.com/@camhowe16⁠ | ⁠www.tiktok.com/@investipal⁠; or Instagram: ⁠www.instagram.com/investipal/
Find Brent Beshore at:
https://www.linkedin.com/in/brentbeshore/
https://twitter.com/BrentBeshore
https://www.permanentequity.com/
https://www.permanentequity.com/content/how-to-acquire-your-first-smaller-company
https://www.capitalcamp.com/
https://www.mainstreetsummit.com/
Other links mentioned:
https://www.giantworldwide.com/
https://www.amazon.com/100X-Leader-How-People-Follow/dp/1119519442
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Key Takeaways
Operational Experience: Having hands-on operational experience can be incredibly valuable when running a private equity fund. It helps you understand the challenges your portfolio companies face and make informed decisions that support their long-term success.

Long-Term Relationships and Healthy Cultures: Building strong, long-term relationships and fostering a healthy organizational culture are essential for any business's success. These elements are key to sustainable growth and stability.

Buying a Small Business: When you're considering purchasing a small business, it's important to evaluate your constraints, leverage your expertise, and mitigate risks. Being practical about your skills and resources can help you identify the right opportunities.

Understanding Personality Types and Communication Styles: Understanding different personality types and communication styles is crucial for effective leadership. This insight can enhance team dynamics and improve decision-making processes.

Assuming Risks in Small Business Investing: Investing in small businesses involves taking calculated risks and ensuring you're properly compensated for them. It's all about evaluating these risks and making strategic investment decisions that align with your goals.
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Timestamps
00:00 Introduction and Background
03:07 The Value of Operational Experience in Private Equity
09:09 Building Long-Term Relationships and Healthy Cultures
17:37 Advice for Buying Small Businesses
27:31 Understanding Personality Types for Effective Leadership
31:13 Assuming Risks and Being Properly Compensated in Small Business Investing
...more
34min
July 16, 2024How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices
Diana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients.
In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly.
Please enjoy our conversation with Diana Cabrices.
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Links:
The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.
Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/
Find Diana Cabrices at:
https://www.linkedin.com/in/dianacabrices/
https://www.youtube.com/@dianacabrices
https://x.com/dianacabrices
https://dianacabrices.com/
Diana’s Compliant Online Reviews Template: https://wealthtender.com/grow/online-reviews-playbook/
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Key Takeaways:
The Role of Brand Evangelism: Diana emphasizes the importance of passionate advocacy and creative marketing in amplifying a company's message within the wealth industry.

Differentiation: Financial services is a competitive, saturated market. Standing out requires being dynamic.

Building Relatability: Diana highlights the need for financial advisors to be accessible, authentic, and emotionally connected with their clients to foster stronger relationships.

Enhancing Client Engagement Digitally: Diana shares strategies for maintaining strong client engagement in a digital environment through personal touches and virtual events.

Effective Use of Client Testimonials: Diana discusses the importance of client testimonials in building trust and attracting new clients, along with tips for compliant collection and usage.

Getting Referrals: To get referrals, get creative. For example, leverage a special moment like a birthday to ask for support.
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Timestamps:
00:00 Introduction and the Role of Brand Evangelists
02:07 Differentiation and the Importance of Dynamic People
04:00 Relatability and Authenticity in the Wealth Industry
07:39 Client Engagement in a Digital Strategy
13:48 The Power of Client Testimonials for Referrals
...more
23min
June 25, 2024Passion Meets Planning: Reverse Engineering Your Retirement and Success with Justin Castelli
Justin Castelli is multifaceted. He is the founder of RLS Wealth, the AGC, and PRST, as well as the host of the LifeDesign+ podcast. He is a speaker, a poet, and a strong advocate for living an authentic life and helping others to do the same.
In this episode, we explore Justin's journey to authenticity, his approach to client relationships, and how he encourages clients to pursue their interests and passions. We also discuss the evolving role of financial planners, why being less focused on the numbers when setting goals can actually be beneficial in the long run, and how Justin's supporting other financial advisors through initiatives like the Advisor Growth Community.
Please enjoy our conversation with Justin Castelli.
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Links:
The Investipal Podcast is produced by ⁠⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠⁠. Past guests include ⁠⁠⁠Peter Lazaroff⁠⁠⁠, ⁠⁠⁠Douglas Boneparth⁠⁠⁠, ⁠⁠⁠Jamie Hopkins⁠⁠⁠, ⁠⁠⁠Tyrone Ross⁠⁠⁠ and many more.
Follow us on LinkedIn: ⁠⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠⁠; Twitter: ⁠⁠⁠www.twitter.com/camhowe16⁠⁠⁠ | ⁠⁠⁠www.twitter.com/investipal⁠⁠⁠; Tiktok: ⁠⁠⁠www.tiktok.com/@camhowe16⁠⁠⁠ | ⁠⁠⁠www.tiktok.com/@investipal⁠⁠⁠; or Instagram: ⁠⁠⁠www.instagram.com/investipal/⁠
Find Justin Castelli at:
https://www.linkedin.com/in/justincastelli/
https://www.justincastelli.io/
https://www.rlswealth.com/
https://advisorgc.com/
https://prst.co/
https://open.spotify.com/show/4BhLKTrF1Jz7eyEacHwQ76?si=a4e747d6cf3d4986
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Key Takeaways
Justin explained how being true to himself and following his passions has significantly increased his happiness and fulfillment. This approach, he noted, also positively impacts his relationships with clients.

He highlighted the importance of being open with his clients about his ventures and priorities. This transparency has built trust and strengthened relationships, making clients feel valued and prioritized.

Justin encourages his clients to explore their interests and passions, even if it starts small. He believes that pursuing one's passions leads to a more fulfilling life.

The discussion emphasized that financial planners need to go beyond just giving technical advice. They should become guides who help clients live their authentic lives by understanding their true goals and aspirations.

Justin advocates for starting with clients' authentic life goals and then working backward to figure out the numbers to support those goals. This approach prevents financial constraints from limiting their dreams.

Through initiatives like the AGC (Advisor Growth Community), Justin helps other advisors focus on personal and professional growth. He encourages them to embrace authenticity in their practices and interactions with clients.
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Timestamps
00:00- Introduction by Cameron Howe and guest introduction of Justin Castelli.
00:22 - Justin Castelli talks about the origins of RLS Wealth and its name.
01:08 - Justin Castelli explains what it means to be his authentic self and the impact it has had on his life.
05:17 - Cameron Howe shares a personal story about authenticity in the workplace.
07:27 - Justin Castelli describes his various ventures and the importance of following his passions.
13:21 - Justin Castelli discusses how he encourages clients to pursue their interests and passions.
25:09 - Cameron Howe and Justin Castelli talk about the future role of financial advisors and life planners in an AI-driven world.
...more
34min
June 06, 2024Building Wealth Early: Lessons from a Top Financial Advisor with Travis Freeman
Travis Freeman is a partner at a $30 billion RIA and author of Make Your Money Work and The Fortune of Youth, his newest release that explains how time is the greatest asset for building wealth.
In this episode, we talk about Travis's journey from a life-changing accident to becoming a top financial advisor. We also discuss his experience building a startup, how he approaches marketing, the future of wealth management, AI, Madonna, and much more.
Please enjoy our conversation with Travis Freeman.
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Links:
The Investipal Podcast is produced by ⁠⁠⁠⁠www.investipal.co⁠⁠⁠⁠. Past guests include ⁠⁠Peter Lazaroff⁠⁠, ⁠⁠Douglas Boneparth⁠⁠, ⁠⁠Jamie Hopkins⁠⁠, ⁠⁠Tyrone Ross⁠⁠ and many more.
Follow us on LinkedIn: ⁠⁠www.linkedin.com/company/investipal⁠⁠⁠⁠ | ⁠⁠⁠⁠www.linkedin.com/in/cameronhowe/⁠⁠; Twitter: ⁠⁠www.twitter.com/camhowe16⁠⁠ | ⁠⁠www.twitter.com/investipal⁠⁠; Tiktok: ⁠⁠www.tiktok.com/@camhowe16⁠⁠ | ⁠⁠www.tiktok.com/@investipal⁠⁠; or Instagram: ⁠⁠www.instagram.com/investipal/⁠
Find Travis Freeman at:
https://www.linkedin.com/in/traviscfp/
https://monetagroup.com/professional/travis-freeman/
https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0D4JRJ8HP?ref_=ast_author_mpb
https://www.amazon.ca/Make-Your-Money-Work-Performance/dp/074147557X
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Key Takeaways
Travis shared his journey into the finance industry, beginning with a life-altering car accident at 17 that led him to seek the advice of a financial planner.

Discussing the launch of his startup, Planwell, Travis highlighted the value of entrepreneurship and the benefits of leveraging technology to enhance financial training and education delivery.

He underscored the power of early financial planning, touching on the principle of compounding and the importance of leveraging time to build wealth, which forms the core message of his book, The Fortune of Youth.

Looking towards the future of wealth management, Travis suggested that advancements in AI and technology will likely augment the services of financial professionals, enhancing the value they can provide to clients.
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Timestamps
00:00 The Journey of a Financial Advisor: From Door-to-Door Sales to Wealth Management
06:19 The Power of Time: Leveraging Finite Resources for Financial Success
21:52 Financial Education and the Client-Centered Approach in Wealth Management
...more
26min

FAQs about The Investipal Podcast:

How many episodes does The Investipal Podcast have?

The podcast currently has 44 episodes available.