In working with clients on their philanthropic goals, SineCera Capital brings the same rigorous analytic approach as it does with investments.  In this episode Connee Sullivan highlights one of the Austin non-profits that best fits this model. LifeWorks is on a mission to end youth homelessness, and does so with a focus on data-driven results.  … Continue reading Making Data Driven Philanthropy Decisions with Susan McDowell (Ep. 16) →

In 2021, we experienced a spike in inflation rates, bond tapering by the Fed, and increased popularity of cryptocurrencies and NFTs. How did SineCera Capital’s all-weather portfolio perform through it all? Find out in this episode, as Kevin Kaylakie and Adam Packer provide insight on the impact of various economic factors and market trends on … Continue reading Diversifying Through SineCera Capital’s All-Weather Portfolio With Kevin Kaylakie and Adam Packer (Ep. 15) →

All great businesses begin with an idea. But what’s the secret behind turning an idea into a thriving enterprise? Find out in this episode, as Kevin Kaylakie speaks with Kim Overton, the founder and CEO of SPIbelt. Kim reveals how SPIbelt went from a small, local startup to a globally successful company with sales in … Continue reading What it Takes to Build a Successful Business Venture With Kim Overton (Ep. 14) →

With every dollar you save in taxes, you have the opportunity to spend more on the betterment of your community. Are you ready to get the biggest charitable bang for your buck? In this episode, Kevin Kaylakie speaks with Brandon O’Neill, CFP®, CAP®, a charitable planning consultant for Fidelity Charitable. They unpack strategies to help … Continue reading Donor-Advised Funds: Doing More Good With Less Money With Brandon O’Neill (Ep. 13) →

Electric, natural gas, hydrogen, and nuclear energy. You probably don’t realize how much you rely on them until they are no longer there. General Ken Eickmann is a senior research fellow and deputy director at the Center for Energy Security at the University of Texas. Among his many accomplishments, he has chaired committees for the … Continue reading Powering the Future With General Ken Eickmann (Ep. 12) →

Ultra-high-net-worth families need a trusted collaborative partner who will bring clarity, instill confidence, and help align their wealth with well-defined goals. This is what Kevin Kaylakie and his team at SineCera Capital work to provide each and every client. In this episode, SineCera Capital’s Chief Investment Officer, Adam Packer, joins Kevin to discuss this framework … Continue reading Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11) →

The pharmaceutical and biotech industry is facing a major challenge: How to effectively scale and distribute drugs.  This is partially due to outdated software tools in the industry— and that is exactly what CherryCircle Software’s co-founder, CEO, and product visionary, Yash Sabharwal, wants to solve. In this episode, Kevin Kaylakie welcomes Yash to explore his … Continue reading Solving Biotech’s Biggest Digital Challenges With Yash Sabharwal (Ep. 10) →

The labyrinth of estate planning involves navigating goals, assets, taxes, investments, and the future. Flexibility is key. In this episode, Kevin Kaylakie is joined by Doug Paul of McGinnis Lochridge law firm. Doug shares several tax planning tools you can apply to your estate plan. He also explains why he believes this is the golden … Continue reading The Golden Period of Estate Planning With Doug Paul (Ep. 9) →

As a startup business, finding investors can be a difficult process. It’s always nice to have help guide you through the process and connect you with the right people. In this episode, Kevin Kaylakie speaks with Hall Martin, Founder & CEO of TEN Capital Network. Hall shares how his firm helps connect startup companies with … Continue reading Angel Networks and Seed Stage Funding With Hall Martin (Ep. 8) →

The number one problem ultra high net worth families face is finding a resource that helps them have a complete view of their wealth as a family, regardless of where the assets are managed or by whom they are managed by. That’s why SineCera Capital enlisted Addepar to help solve this problem. In this episode, … Continue reading The One Question Every Family Asks Me — With Dan Golosovker (Ep. 7) →