Shows
How I Invest with David WeisburdE150: Tax-Aware Investing: Insights for Family Offices and UHNW IndividualsIn this episode of How I Invest, Aaron Hodari, Managing Director at Schechter, delves into the world of wealth management and alternative investments. He shares how his firm navigates market uncertainties, crafts resilient portfolios, and uncovers unique opportunities for high-net-worth clients. Aaron's insights provide valuable lessons for investors seeking to optimize their financial strategies.
Highlights:
Alternative Investments: How Schechter incorporates alternative assets to diversify and strengthen portfolios.
Tailored Wealth Management: The firm's approach to creating personalized investment strategies for clients.
Market Insights: Aaron's perspectives on navigating economic uncertainty and market volatility.
Private Equity...
2025-03-2849 min
CAIS Live Conversations, Building With AltsAlts Are Core to What We Do (EP. 3) Aaron Hodari, Schechter’s Chief Investment Officer, talks to host Alex Cavalieri, Head of Marketing at CAIS, about the importance of alternative investments education. The firm focuses on alternative investments education as soon as the client relationship starts. “They wanted to work with us because they knew that was going to be part of their experience,” Aaron says. (00:00) Introduction and Host Welcome (00:27) Aaron Hodari’s Journey to Schechter (02:51) Schechter: From a Life Insurance Advisory to a $3.6 billion RIA (06:58) The Role of Innovation and Technology in Scaling Wealth Management (08:25) Alternatives in Wealth Mana...
2025-01-3023 min
CAIS Live Conversations, Building With AltsFrom Value Creation to Product Superiority (EP.2)Robert F. Smith, founder and CEO of Vista Equity Partners, was first startled by the productivity gains from computer systems as a recent chemical engineer graduate. With more than 600 completed transactions under his belt, Robert now envisions further transformation in enterprise software borne out of GenAI. In this episode, he chats with Brad Walker, Chief Client and Product Development Officer at CAIS, about his early career, Vista’s work to generate value in portfolio companies and his views on achieving product superiority. (00:00) Introduction and Host Welcome(01:32) Robert Smith's Early Career and Industry Beginnings(03:51) Def...
2025-01-1422 min
CAIS Live Conversations, Building With AltsAlternatives Differentiate Us (EP. 1)Marty Bicknell, the founder of Mariner, a $100 billion RIA, aims to go head-to-head with wirehouses, more than doubling the firm's advisor count over the next three years. In this episode, he talks to host Alex Cavalieri, CAIS Head of Marketing, about choosing the fiduciary model, incorporating alternatives into portfolios, and how alts are leveling the playing field across channels.(00:00) Welcome to CAIS Live Conversations(01:19) The Journey Begins(03:36) Founding Mariner Wealth Advisors(05:48) Facing Challenges and Growth(08:14) Mariner's Core Philosophy(11:42) Innovations in Wealth Management(17:14) Education and Advisor...
2025-01-0732 min
2025-01-0200 min
The Dealmakers’ Edge with A.Y. StraussMastering Workspace As A Service, with Jamie Hodari, CEO & Co-founder of IndustriousOn this episode of The Dealmakers’ Edge, Jamie Hodari sits down with managing partner Aaron Strauss to discuss starting a flexspace industry leader, his mental edge for negotiations, and the pioneering way Industrious looks at the future of work.Highlights include:How a dirty conference room table & IKEA led to innovation.The key questions for an early-stage entrepreneur to ask. The future of Flex workspace. Jamie’s top recommendations for keeping a mental edge. Like this episode? Tell us at podcast@aystrauss.com. ABOUT THE GUESTJamie H...
2022-09-0632 min