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Biltmore Family Office
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The Biltmore View
Episode 42: Credit, Rates, Uncertainty and Opportunity -- Jon Duensing, Senior Managing Director, Head of Fixed Income, US, Director of Multi-Sector Fixed Income, and Portfolio Manager of Amundi US
If there’s any single word to sum up the current investment landscape, it’s got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Duensing is Sr. Managing Director, Portfolio Manager and Head of US Fixed Income at Amundi US. Amundi is the largest asset manager in Europe and one of the 10 biggest investment managers in the world. As I’ve gotten to know Jon, I’ve found him to be particularly insightful and pointed. As uncertainty in our economy grows, so does the risk, in particular for credit and rates. In...
2025-03-25
39 min
The Biltmore View
Episode 41: Crypto, Payments, Exchanges and the New Administration -- Warren Fisher, CEO and Founder Manole Capital Management
I’m delighted to kick off 2025 with a conversation with Warren Fisher. We last spoke to Warren during the SVB banking crisis. He’s the founder and CEO at Manole Captial Management, a FinTech focused asset manager. With the election promising to usher in regulatory changes across finance and technology, once again, we go to Warren Fisher. In this episode, we have a broad ranging conversation on banks, payments, regulation and, of course, crypto. I hope you enjoy the discussion.This podcast was recorded on December 19, 2024. The respective opinions expressed are those of Mr. Fisher and Biltmore Famil...
2025-01-16
54 min
The Biltmore View
Episode 40: Bringing Structure to Venture Capital -- Itamar Har-Even, Co-CEO, Managing Partner Ion Pacific
As capital markets shuddered, following the interest rate increases of 2022, the research team at Biltmore geared up to find opportunity. One area that stood out was venture capital. Clearly in a liquidity driven bubble for the prior several years, venture capital had quickly shifted from hot to not.It was during this search that I first met Itamar Har-Even of Ion Pacific. Itamar comes from an interesting background having investment banking experience in Asia and New York, focused on media and technology businesses. Recognizing a market opportunity, Itamar and his firm, Ion Pacific, developed a structured liquidity...
2024-10-17
47 min
The Biltmore View
Episode 39: Is Now the Right Time for Real Estate? -- Pat Jackson, Founder, CIO Sabal Investment Holdings
Over past few years of Covid, inflation and interest rate increases, the investment sector most impacted has got to be real estate. Office vacancies have spiked as the way we work has transformed central business districts all over the country. Interest rates have increased the most in decades, shocking the capital structures of apartments, shopping centers, and hotels. Home prices have spiked nearly 50% nationally since 2020, shifting the investment landscape around residential real estate. With great change comes great opportunity. We have the perfect guest to engage in that discussion. Pat Jackson, Founder and CIO of Sabal Investment H...
2024-10-07
45 min
The Biltmore Kids Podcast
God Knows Our Fears
Welcome to SEASON 2 of The Biltmore Kids Podcast! This week, we're talking about how God knows our mistakes! Tune in each week for a recap of what we’re learning on Sundays in Biltmore Kids and a Family Challenge! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Monthly Memory Verse “God is greater than our hearts, and knows all t...
2024-09-23
12 min
The Biltmore Kids Podcast
God Knows Our Feelings
Welcome to SEASON 2 of The Biltmore Kids Podcast! This week, we're talking about how God knows our feelings! Tune in each week for a recap of what we’re learning on Sundays in Biltmore Kids and a Family Challenge! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Monthly Memory Verse “God is greater than our hearts, and knows all t...
2024-09-16
11 min
The Biltmore Kids Podcast
God Knows Our Mistakes
Welcome to SEASON 2 of The Biltmore Kids Podcast! This week, we're talking about how God knows our mistakes! Tune in each week for a recap of what we’re learning on Sundays in Biltmore Kids and a Family Challenge! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Monthly Memory Verse “God is greater than our hearts, and knows all t...
2024-09-09
12 min
The Biltmore Kids Podcast
God Knows Our Thoughts
Welcome to SEASON 2 of The Biltmore Kids Podcast! This week, we're talking about how God knows us! Tune in each week for a recap of what we’re learning on Sundays in Biltmore Kids and a Family Challenge! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Monthly Memory Verse “God is greater than our hearts, and knows all thing...
2024-09-02
11 min
The Biltmore View
Episode 38: A Timely Conversation on the Stock Market - - Scott Wallace, Founder/CIO of Shorepath Capital Management
I recorded this conversation with Scott Wallace, CIO and Founder of Shorepath Capital on July 12th. As I write this today on August 5th, stocks are in full correction with the Magnificent 7 stocks shedding nearly $1t in market value. While we talk a lot about the Mag 7, this is broad ranging discussion, as Scott addresses the upcoming election, the dispersion between growth tech and the rest of the market, how to think about the new AI advances relative to the 90s internet buildout, thoughts on the shape of US finances, and finally, Scott provides us with a framework on h...
2024-08-05
45 min
The Biltmore Kids Podcast
Jesus Cares About People | Ep 10
Welcome to EPISODE 10 of The Biltmore Kids Podcast! This week, we're talking about Jesus healing and caring for people! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Liturgy “...
2024-06-10
10 min
The Biltmore View
Episode 37: The Prenup Fallacy - Kellie Hall, Head of Estate Planning at Biltmore Family Office
On today’s Biltmore View we’re going to mix it up a bit. Rather than another discussion about niche investments such as music royalties or mortgage derivatives, we’re going to dig into a different sort of niche investment subject – prenuptial agreements. Many are taken aback or even repelled by the mention of a prenup. Like many topics on the Biltmore View, we’re going to challenge these generally held beliefs as broadly misunderstood. We’ve invited our guest today, Kellie Hall, to demystify and to educate us on prenuptial agreements. I’ve worked with Kellie at Biltmore for over seven...
2024-06-06
34 min
The Biltmore Kids Podcast
Jesus Heals a Blind Man | Ep 9
Welcome to EPISODE 9 of The Biltmore Kids Podcast! This week, we're talking about Jesus healing a blind man! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Liturgy “The O...
2024-06-03
09 min
The Biltmore Kids Podcast
Adventure Week Preview! (BONUS)
Check out this special BONUS EPISODE of The Biltmore Kids Podcast! This week, we're talking about what you can expect this year at Adventure Week! You can sign up for Adventure Week by going to biltmorechurch.com/adventure. Don't forget to tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Je...
2024-05-30
08 min
The Biltmore Kids Podcast
Following Jesus When It's Difficult | Ep 8
Welcome to EPISODE 8 of The Biltmore Kids Podcast! This week, we're talking about following Jesus even when it's difficult. Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Liturgy “...
2024-05-27
10 min
The Biltmore Kids Podcast
Jesus Forgives Sin | Ep 7
Welcome to EPISODE 7 of The Biltmore Kids Podcast! This week, we're talking about Jesus forgiving sinful people like you and me! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Lit...
2024-05-20
11 min
The Biltmore Kids Podcast
Jesus Heals a Son | Ep 6
Welcome to EPISODE 6 of The Biltmore Kids Podcast! This week, we're talking about Jesus healing an official's son. Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Liturgy “The O...
2024-05-13
10 min
The Biltmore Kids Podcast
The Good Samaritan | Ep. 5
Welcome to EPISODE 5 of The Biltmore Kids Podcast! This week, we're talking about a story Jesus told about a good Samaritan! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! Family Gospel Lit...
2024-05-06
11 min
The Biltmore Kids Podcast
Jesus and Nicodemus | Ep. 4
Welcome to EPISODE 4 of The Biltmore Kids Podcast! This week, we're talking about Jesus and a conversation he had with a man names Nicodemus. Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! F...
2024-04-29
12 min
The Biltmore Kids Podcast
Jesus Was Tempted | Ep. 3
Welcome to EPISODE 3 of The Biltmore Kids Podcast! This week, we're talking about how Jesus was tempted by Satan in the wilderness, and how Jesus can help us when we are tempted. Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to sh...
2024-04-22
09 min
The Biltmore View
Episode 36: Homes, Mortgages & Opportunity - Skylar Weinand, CFA, Managing Partner at Regan Capital
Following the mortgage market meltdown of 2008, a whole new group of investment companies arose from the wreckage of investment banks. I was among the few people at the time running into the fire and actively investing with these startup mortgage investment firms. Amongst those building new mortgage investment businesses was a particularly bright, energetic guy named Skylar Weinand from Texas. Skylar had previously spent time at various investment firms managing large pools of mortgage-backed securities and he saw an opportunity to blaze his own path, trading in the open white space of a brand new mortgage market. Fast forward 15...
2024-04-17
38 min
The Biltmore Kids Podcast
John the Baptist | Ep. 2
Welcome to EPISODE 2 of The Biltmore Kids Podcast! This week, we're talking about Jesus and John the Baptist, a prophet of God who ATE BUGS! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to others! ...
2024-04-15
09 min
The Biltmore Kids Podcast
Jesus Makes Disciples | Ep. 1
Welcome to EPISODE 1 of The Biltmore Kids Podcast! Starting this week, we're talking about how Jesus reached people with the good news of the Gospel one at a time! Tune in each week for the question of the week, a recap of what we’re learning on Sundays in Biltmore Kids, and a Family Discipleship question or activity! Biltmore Kids Ministry partners with families to make disciples who reach up to know Jesus, reach in to grow in their walk with Jesus, and reach out to show Jesus to ot...
2024-04-08
07 min
The Biltmore Church Podcast
Exciting Announcement!
We are SO excited to be launching a new weekly podcast geared just for kids! Tune in to the Biltmore Kids Podcast feed each week for fun conversations including a question of the week, a Sunday recap, a family discipleship activity, and more. New episodes will drop every Monday, starting next week! Subscribe at: https://podcasters.spotify.com/pod/show/biltmore-church
2024-04-03
01 min
The Biltmore View
Episode 35: Going Nuclear - The Future of Energy with Jay Surina, Managing Director at Pelican Energy Partners
One area that seems to be overlooked in the energy transition is nuclear energy. This is an existing zero-emission technology that currently provides over 18% of electrical capacity in the US. At the most recent COP 28 gathering of nations to address global climate change, a declaration was signed to triple nuclear capacity by 2050. This is a really big deal. We’ve invited Jay Surina, Managing Partner at Pelican Energy to educate us on the current state of nuclear energy. What Jay has to say may surprise you. New reactor designs promise to expand nuclear power tremendously. Cheaper, emission-free bas...
2024-03-08
48 min
The Biltmore View
Episode 34: Is there a price for these assets? Commercial Real Estate in the Sunbelt with Darryl Dewberry, Executive Chairman at The Spectrum Companies
My guest today is Darryl Dewberry, Executive Chariman of The Spectrum Companies. Founded in 1982, Spectrum is a Southeastern-focused commercial real estate development and management company, with responsibility for over $2b in properties. There is so much going on in commercial real estate – near Armageddon in the office sector, the rapid rise of interest rates repricing everything, disruption in the banking world – it’s been over 35 years since commercial real estate has experienced this level of disruption. I’ve known Darryl for the better part of my professional career. He’s a strategic thinker & is currently active in some of the fastes...
2023-12-11
32 min
The Biltmore Church Podcast
Why You Need Friends (with Clayton King & Michelle Myers) | Friends of the Family [Podcast]
Episode 13 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’re excited to welcome Clayton King & Michelle Myers!
2023-10-25
19 min
The Biltmore View
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
Our guest today is Jonathan Litt, Founder and CIO at Land & Buildings. Jon is a prominent activist investor, focused on public real estate companies. Since founding Land & Buildings in 2008, Jon has waged 36 public activist campaigns frequently resulting in corporate actions to the benefit of shareholders. This is a particularly interesting time in commercial real estate - full of changes. Many public REIT valuations have fallen to 20% discounts to their asset values. While private real estate is generally held at elevated values. The lending environment is radically changed with banks pulling back, and credit unavailable for certain sectors such as...
2023-10-19
34 min
The Biltmore Church Podcast
How Do I Study the Bible? | Ask Me Anything [Podcast]
Episode 12 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling more of your Ask Me Anything questions related to the bible!
2023-10-19
21 min
The Biltmore Church Podcast
What Bible Translation Should I Read? | Ask Me Anything [Podcast]
Episode 11 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: What bible translation should I read?
2023-10-17
20 min
The Biltmore Church Podcast
Pastor Bruce on the Hot Seat! | Ask Me Anything [Podcast]
Episode 10 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be asking Pastor Bruce some of the various questions you submitted.
2023-10-12
29 min
The Biltmore Church Podcast
How Do I Love People I Disagree With? | Ask Me Anything [Podcast]
Episode 9 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: How do I love people I disagree with?
2023-10-10
22 min
The Biltmore Church Podcast
How Should Christians Engage With Social Media? | Ask Me Anything [Podcast]
Episode 8 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: How should Christians engage with social media?
2023-10-05
21 min
The Biltmore Church Podcast
How Should Christians Vote? | Ask Me Anything [Podcast]
Episode 7 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: How should Christians vote?
2023-10-04
24 min
The Biltmore Church Podcast
Is Cereal A Soup? | Ask Me Anything [Podcast]
Episode 6 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling some of the less serious Ask Me Anything questions!
2023-09-28
18 min
The Biltmore Church Podcast
Do I Really Need to Go to Church to Worship God? | Ask Me Anything [Podcast]
Episode 5 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: Do I really need to go to church to worship God?
2023-09-26
16 min
The Biltmore Church Podcast
When Should I Give Up Praying For Something? | Ask Me Anything [Podcast]
Episode 4 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: When should I give up praying for something? Episode 4 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: When should I give up praying for something?
2023-09-21
14 min
The Biltmore Church Podcast
Are There Still Miracles? | Ask Me Anything [Podcast]
Episode 3 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: Are there still miracles?
2023-09-19
18 min
The Biltmore View
Episode 32: An Education in Biotech, Dev Gandhi - SilverArc Capital
If you ever want to cause a debate with any of your investment friends, a good starter subject is BioTech. People either love it or hate it. Biotech stocks are particularly volatile. The day trial results are released can see a stock falling 50% or gaining 100%. In addition, it takes a high level of scientific and medical expertise to even understand the drugs. At the same time, we are living through a period of tremendous scientific discovery. For all of these reasons, we see Biotech as an area of the stock market full of inefficiency. To make sense of...
2023-09-19
35 min
The Biltmore Church Podcast
Isn’t the Church Responsible for So Much Injustice? | Ask Me Anything [Podcast]
Episode 2 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: Isn’t the church responsible for so much injustice?
2023-09-14
17 min
The Biltmore Church Podcast
What About People Who Have Never Heard the Gospel? | Ask Me Anything [Podcast]
Episode 1 of Season 3 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be tackling one of your Ask Me Anything questions: What about people who have never heard the Gospel?
2023-09-12
17 min
The Biltmore View
Episode 31: The Overlooked Value in Real Assets: Helicopters - Matt Rothschild, Thora Capital
That’s right, helicopters. At Biltmore we believe a reliable way to produce outsized returns is through purchasing assets and securities below their fundamental value. In efficient markets, that’s a very difficult thing to do. But if you look hard enough, you can find areas that markets overlook, fear or misunderstand. It is this great search that takes us to some unexpected corners of the investment world. And looked at in this context, helicopters become a lot less mundane and a lot more exciting as a place for investment. Matt Rothschild, founder and portfolio manager of Thora Capital will...
2023-08-25
50 min
The Biltmore View
Episode 30: The Hidden Market of Bank Loan Sales - Nick Renwick, Cross Ocean Partners
Our guest, Nick Renwick, is Senior Portfolio Manager and Head of Research at Cross Ocean Partners. Cross Ocean invests globally in a broad range of credit and hard assets. They specialize in sourcing assets directly from banks. This provides the firm a distinctive sourcing advantage as well as an inside view on the health and future of global banks. Cross Ocean was formed as the European Special Situations Team spun out from Merrill Lynch in 2015. Team members have decades of experience in global credit and hard assets.In today’s conversation, Nick provides a great explanation of why...
2023-07-19
32 min
The Biltmore Church Podcast
Preaching & Worship - with Pastor Bruce Frank
Episode 15 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about the importance of preaching in the worship service.
2023-05-31
41 min
The Biltmore Church Podcast
Community & Worship
Episode 14 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about the role and importance of community and worship.
2023-05-24
38 min
The Biltmore Church Podcast
Responding in Worship - with Pastor Bruce Frank
Episode 13 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about how we respond to God each week in our worship services.
2023-05-17
47 min
The Biltmore Church Podcast
Singing in Worship - with Biltmore Worship
Episode 12 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about singing in worship and the joys of leading worship.
2023-05-10
42 min
The Biltmore Church Podcast
Songwriting - with Biltmore Worship
Episode 11 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about songwriting with Biltmore Worship, including their new single “Fully Convinced.”
2023-05-03
45 min
The Biltmore View
Episode 29: The Most Interesting Asset Class You've Never Heard Of - Precatorios - Cesar Collier, Siguler Guff
In the Summer of 2018, I had the privilege of spending a week with Cesar Collier in Sao Paolo on a due diligence trip. In his life, Cesar has become close personal friends with every one of the city’s 12 million residents. Through that networking as well as a great deal of investment acumen, he has built Siguler Guff into the dominant player in a unique asset class - Brazilian legal claims against the government. These claims are written into the Brazilian constitution and known as precatorios. This all may sound esoteric, but the precatorio market has over a $1 trillion fa...
2023-04-27
49 min
The Biltmore Church Podcast
How We Plan Our Worship Services - with Pastor Bruce Frank
Episode 10 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking about all that goes into a Sunday morning!
2023-04-26
40 min
The Biltmore Church Podcast
Why We Worship - with Pastor Bruce Frank
Episode 9 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank, Logan Hammond, & Holden Pace about why we worship.
2023-04-19
39 min
The Biltmore Church Podcast
The Jesus No One Talks About | Easter at Biltmore Church
Easter at Biltmore Church 2023
2023-04-09
47 min
The Biltmore View
Episode 28: After SVB, Is My Money Safe at Charles Schwab? - Warren Fisher, Manole Capital Management
The failure of Silicon Valley Bank, left many wondering about the safety of their savings. As we record this, the government’s actions appear to have won a reprieve in the banking panic. Is the government fix a finger in the dam holding back a flood of public mistrust of banks or will events spread across the financial industry to include other regional banks and even traditional custodians such as Charles Schwab? What caused this crisis to begin with? Will we see other bank failures? Is my money safe? To answer these questions and more, we’re joined by Warr...
2023-03-29
49 min
The Biltmore Church Podcast
A Tale of Two Kingdoms - with Pastor Bruce Frank
Episode 8 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank and Tyler Flores about the Kingdom of God and Discipleship.
2023-03-15
32 min
The Biltmore Church Podcast
Navigating Culture - with Pastor Bruce Frank
Episode 7 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank and Daniel Evans about the Kingdom of God and Culture.
2023-03-08
40 min
The Biltmore Church Podcast
[BONUS] Women and the Gospel
Welcome to this special bonus episode of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, some amazing women from our church discussed being women and following Jesus!
2023-03-03
38 min
The Biltmore Church Podcast
What is Biblical Womanhood? - with Pastor Bruce Frank and Lori Frank
Episode 6 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank and Lori Frank about the Kingdom of God and Women.
2023-03-01
41 min
The Biltmore Church Podcast
What Is Biblical Manhood? - with Pastor Bruce Frank and Lori Frank
Episode 5 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank and Lori Frank about the Kingdom of God and Men.
2023-02-22
41 min
The Biltmore Church Podcast
Dealing with Ambition - with Pastor Bruce Frank
Episode 4 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank about the Kingdom of God and ambition.
2023-02-08
39 min
The Biltmore View
Episode 27: Private Equity is Keeping Your Home Pest Free - Jay Abramson & Mark McKenna of Halle Capital
The words “private equity” bring forward images of Wall Street Titans drunk on power and leverage, sucking out profits from middle market businesses and leaving behind empty shells in their wake. While that makes a great narrative, it’s not always true. Standing firmly on the other side of that narrative is Halle Capital. In today’s conversation, I speak with both Jay Abramson, Senior Partner, and Mark McKenna, Principal, of Halle Capital. This episode is a real treat. Jay & Mark really dive in to the nuts and bolts of how Halle can build value in areas of the economy...
2023-02-06
43 min
The Biltmore Church Podcast
How to Be Married - with Logan & Renee Hammond
Episode 3 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Logan & Renee Hammond about the Kingdom of God and marriage.
2023-02-01
47 min
The Biltmore Church Podcast
Working Out Your Calling - with Pastor Bruce Frank
Episode 2 of Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank about working out your calling in the Kingdom of God.
2023-01-25
36 min
The Biltmore Church Podcast
Our Role in the Kingdom of God - with Pastor Bruce Frank
We’re excited to launch Season 2 of the Biltmore Church Podcast, where each week we'll be having helpful conversations to help you grow as a disciple of Jesus. On this week's episode, we’ll be talking with Pastor Bruce Frank about our role in the Kingdom of God.
2023-01-18
38 min
The Biltmore View
Episode 26: Boris Jordan, Founder Measure 8 Venture Partners and Chairman Curaleaf - Cannabis Reform in the Lame Duck?
The slow rolling legalization of cannabis in the United States is providing an interesting investment opportunity. Since Covid, cannabis sales are up tremendously. The legal industry is growing as more states legalize medicinal and/or recreational use. As large, licensed multiple state cannabis operations grow, they are increasingly cashflow positive. All of this despite having no access to the US banking system and paying a particularly high effective tax rate – frequently north of 70%. In the beginning of 2021, banks, wary of unclear Federal law, began to prevent their brokerage clients from investment in public cannabis companies. Since that time...
2022-12-07
22 min
The Biltmore Church Podcast
Stay in the Traces | Philippians 4:1-8
This is a standalone sermon at Biltmore Church (2022).
2022-11-28
39 min
The Biltmore Church Podcast
What Will Heaven Be Like? | Matt Carter
Biltmore Church (2022)
2022-10-24
43 min
The Biltmore View
Episode 25: That's Real. Commercial Real Estate Lending in a Rapidly Changing World - Chris Tokarski, Acore Capital
Like many of our favorite investment managers, Chris Tokarski was originally introduced to us by a client who built his fortune in the same industry – in this case real estate. Chris was a founder of Acore Capital in 2015. Since that time it has grown to be one of the premier commercial real estate lenders with over 100 professionals and over $20b in assets under management. Chris built this business lending to the country’s top developers and sponsors. I’ve been excited to talk to him for a while now - given the massive increase in rates, I’ve been curious w...
2022-09-19
38 min
The Biltmore View
Episode 24: Equity Markets- Is History the Best Guide? - Scott Wallace, Founder/CIO of Shorepath Capital Management
Scott Wallace was the very first guest on the Biltmore View Podcast. And now he’s our first guest to be on the podcast three times. There’s good reason for that. Scott is not only a great stock picker, he’s also an insightful thinker. On this podcast, we talk about why history is not necessary an accurate measure for our current situation: while we had inflation in the 70’s, they may not be the right comparison our current inflation outbreak and the early 2000’s really weren’t the same as today’s tech collapse. While many of today’s financ...
2022-08-25
43 min
The Biltmore View
Episode 23: Past is Prologue - The Coming Tempest in Private Markets - Drew Crichton, Founder of Traveller Capital Advisors
As founder of Traveller Capital Advisors, a boutique investment firm focused on purchasing LP interests of private funds in the secondary market, Drew Crichton has a great perch from which to view changes in the world of private investing. On this episode of the Biltmore View, Drew and I will speculate on the future for valuations in private assets, including leveraged buyouts, venture capital and real asset funds. We’ll also touch on the changing landscape of the secondary private fund business – buying seasoned partnership interests from sellers in need of liquidity. While public markets have fallen in value, priv...
2022-07-27
35 min
The Biltmore View
Episode 22: Evolving Mortgage Market and the Impact on Home Prices - Adam Rilander and Joe Allen, Galton / Mariner Investment Group
Given the massive run up in home prices over the past two years and the ensuing spike in interest rates, the future value of our homes is a complex question. The US housing market is one of the largest asset classes in the world. In 2008, it nearly led to the fall of the global financial order. Needless to say, we need to pay close attention to home values, mortgages, and interest rates. Our guests today dig into these questions and explore the investment opportunities to be unlocked. Adam Rilander and Joe Allen are Portfolio Managers on the Galton Team a...
2022-07-11
39 min
The Biltmore View
Episode 21: Timing Distressed Credit - Jon Dorfman, Napier Park Global Capital
Today I have the pleasure of speaking with Jon Dorfman, Chief Investment Officer of Napier Park Global Capital. Jon co-founded Napier Park when the firm separated from Citigroup’s alternative investment arm in 2013. Today, Napier Park has approximately $19b assets under management with a highly institutional client base. In this interview, Jon explains how contingent capital structures can provide an investment edge in times of distress. Jon Dorfman is one of the smartest people in the business. We hear his thoughts on the current market volatility and his insight into potential future scenarios. This podcast was r...
2022-06-10
28 min
The Biltmore View
Episode 20: The Future of Cannabis in the US - Justin Ort, Measure 8 Venture Partners
Despite all the stigma, cannabis was once a very trendy investment. With Canadian legalization, some public cannabis stocks traded up to nonsensical valuations. Then, inevitably, the bubble popped. Fast forward several years later, the legal cannabis market in the United States has expanded as an increasing number of states have legalized recreational and/or medical usage. While Federal legal status remains murky, revenues and earnings have rapidly increased. While at the same time cannabis stock prices have tanked. That caught our attention. Joining us to discuss the risks and opportunities of investing in cannabis equities is Justin Ort. Justin...
2022-05-23
38 min
The Biltmore View
Episode 19: Chris Teryazos, Aetos - The Opportunity in Carbon through CCA's
My guest today is Chris Teryazos. Chris is the President of Aetos Capital, a family office owned investment firm focused on generating outsized returns through niche ideas. Their latest great idea is California Carbon Allowances (CCA's). The Biltmore team spent the past several years researching and understanding California’s Cap-and-Trade program. Investors in CCA's are speculating that the price of carbon will increase as regulators reduce emissions. As you’ll hear in this conversation, Chris does a terrific job bringing clarity and distilling the investment opportunity in this little-known corner of the investment world.This podcast was reco...
2022-05-09
38 min
The Biltmore Church Podcast
Who Is Jesus Christ? | The Gospel of John | Week 1
This is the first week of the Gospel of John series at Biltmore Church, where we'll be learning what it means to follow the way of Jesus. Today's message focuses on the identity of Jesus Christ. [14] And the Word became flesh and dwelt among us, and we have seen his glory, glory as of the only Son from the Father, full of grace and truth. [15] (John bore witness about him, and cried out, “This was he of whom I said, ‘He who comes after me ranks before me, because he was before me.’”) [16] For from his...
2022-04-25
45 min
The Biltmore Church Podcast
Doubt Your Doubts
This message is from Easter Services at Biltmore Church in 2022.
2022-04-20
51 min
The Biltmore View
Episode 18: How University Technology Transfer Fits into the Venture Landscape - Marc Singer, Osage University Partners
Today's guest Marc Singer has over 25 years in venture capital. He is currently a Managing Partner at Osage University Partners, where he is responsible for overseeing and approving all partnership investments. In this conversation, Marc and I will dig in to the venture and university research world together. We’ll try to understand the particular innovations developed out of research universities. And, most importantly, how as investors, we can profit from the companies commercializing those innovations. This podcast was recorded on January 31st, 2022. The respective opinions expressed are those of Mr. Singer and the Biltmore Family Office, LLC in...
2022-02-14
35 min
The Biltmore Church Podcast
Christmas With Biltmore Church 2021
This is #ChristmasWithBiltmoreChurch.
2021-12-24
43 min
The Biltmore View
Episode 17: Ricardo Adrogue - Emerging Market Debt
If you really want to know what’s going on in the world of finance, talk to an expert in Emerging Market Debt. Emerging markets tend to represent the marginal risk capital in an allocation. It’s dependent on global liquidity and can serve as the canary in the coalmine of economic cycles. Like any debt strategy, rates and credit are really important. But here – we layer on the willingness of a country to pay. And you could always end up paid back in a depreciated currency. Bottom line, there’s a lot of risk and a lot of potentia...
2021-09-20
36 min
The Biltmore View
Episode 16: What History Can Teach Us About Inflation - Scott Wallace, Shorepath Capital Management
Scott Wallace was the very first guest on the Biltmore View Podcast in March 2020. There’s good reason for that. Our team at Biltmore considers Scott to be a great investment mind. Within weeks of our first conversation, though, a global pandemic broke out. This proved to be a pretty big deal. Now that things have calmed down a bit, we’re checking in once again with Scott. This time, Scott provides his particular insight on inflation, supply chains, Warren Buffett, and even Cathy Wood. I think you all will really enjoy this back and forth with one of our...
2021-07-06
39 min
The Biltmore View
Episode 15: Nancy Oh, One68 Global - "Blue Horseshoe Loves Anacott Steel"
Merger Arbitrage. Arbs were once the scourge of Wall Street. Swaggering titans of trading full of insider information and pinstriped suits. Today, merger arbitrage is back as an interesting strategy. While we don't have Gordon Gekko, we do have Nancy Oh.Nancy is Portfolio Manager at One68 Global, a niche arbitrage fund, focused on merger and index arbitrage. A marathon runner in her spare time, Nancy exhibits the same tenacity and discipline in her trading. Nancy breaks down arbitrage for the casual investor, running through particular trades so that we can understand the drivers of pricing inefficiencies.
2021-06-02
30 min
The Biltmore View
Episode 14 - Single Family Rental Housing with Todd Gorelick - "The Todd Pod"
As we talk to clients, one question seems to come up again and again… what is going on with home prices? When looking for answers to questions about US housing, my brother Todd Gorelick, is my go to source. Todd spends his days managing Gorelick Brothers Capital and Goal Properties. The business is one of the countries largest independent owners and operators of single family rental in the country. On this podcast, Todd will share with us his thoughts on single family rental as a new asset class, the differences between renting homes and apartments, how...
2021-05-03
31 min
The Biltmore View
Episode 13 - Don't Break the Chain with Darsh Singh, Hazoor Capital
Blockchain, Bitcoin, Cryptocurrency, NFT's - Darsh Singh, Co-Founder and Portfolio Manager at Hazoor Capital, covers it all. For those looking to learn more about this emerging sector of the investment universe, Darsh provides an in depth and thoughtful perspective. Bitcoin skeptic, crytpo-believer, or undecided this podcast has something for everyone.We dive straight into the future and philosophy of bitcoin - How valuable is digital scarcity and why use that innovation on a currency? If bitcoin becomes a digital reserve asset, will government allow it to exist? Has bitcoin reached escape velocity? The conversation moves to other b...
2021-03-25
54 min
The Biltmore View
Episode 12 - Sail Away with James Kelly, Greywolf Capital Management
James Kelly, Managing Director, Greywolf Capital. While Greywolf is known for distressed, event driven & CLO strategies, they also have a core expertise in hard assets such as container ships.James takes us through the history of the container ship industry. He breaks down the global container fleet by ship type. James explains ESG standards of today's institutional investors may be responsible for a supply / demand disconnect in global shipping. We go into the impacts of COVID-19 on shipping and the subsequent volatility in pricing. Finally, we talk about how inflation might impact the industry.This po...
2021-03-10
34 min
The Biltmore View
Episode 11 - Charlie Carnegie, Context Capital - SPACtacular
Charlie Carnegie, Portfolio Manager, Context. While Context is known as a convertible arbitrage manager, they've been investing in SPACs for over 15 years.Charlie explains Special Purpose Acquisition Corporations (SPACs). We get into the structure of the vehicle and how they work for investors. Charlie explains why SPAC investors are like savvy New York nightclub VIP's avoiding the lines out front and accessing the party through the backdoor. After many years in the underbelly of Wall Street, Charlie offers up thoughts on why SPACs are finally gaining broad popularity. We talk about how SPACs serve as a hack fo...
2021-02-26
31 min
The Biltmore View
Episode 10: Burl East, American Asset Capital Advisers
Burl East, CEO American Asset Capital Advisers- The impact of Covid-19 pandemic on various real estate sectors- How "office" as a real estate sector is the new retail.- A bleak future for Class B Manhattan and San Francisco office space- What is the impact on lenders?- Is there a distressed investment opportunity? This podcast was recorded on January, 20th, 2021. The respective opinions expressed are those of Mr. Mahon and the Biltmore Family Office, LLC investment team. The opinions referenced are as of the date of this podc...
2021-01-21
39 min
The Biltmore View
Episode 9: Ryan Mahon, Portfolio Manager of the Mobility Fund, Ibex Investors
Ryan Mahon, Portfolio Manager at Ibex Investors discusses:- The continuum of mobility: internal combustion engine to mobile living room.- The difference between Waymo and Telsa- How far off is the future of autonomous mobility (are we there now)?- Where is the US in the global race for autonomous driving?- What's the future of the mobility - subscription or ownership?- Our heads explode as we go down the second derivative impact of driverless cars - why Ryan is advising his brother to go into city planning.
2020-11-16
33 min
The Biltmore View
Episode 8: Jeff Bacon, Savitsky, Satin, Bacon, & Bucci
Jeff Bacon, Partner at Savitsky, Satin, Bacon & Bucci, one of Hollywood's leading business management firms, explains what business managers do (1:15), explains the birth of the industry (4:30), talks about the challenges of budgeting for actors and athletes (6:00), how to say "no" to clients (8:30), the changing economic landscape of the entertainment industry (13:00), the impact of Covid-19 on incomes (16:30), referrals and trusted advisors (19:00), what exactly are "agents?" (22:00), and how his clients deal with family demands (31:00). This podcast was recorded on August 26th 2020. The respective opinions expressed are those of Mr. Bacon and the Biltmore Family Office, LLC investment team. The op...
2020-10-05
34 min
The Biltmore View
Episode 7 - Brian Landrum, Harbert Seniors Housing
Brian Landrum, Senior Managing Director at Harbert Management Corp digs in to the impact of Covid-19 on the Senior Housing business. We discuss current and future investment opportunities around senior housing. This podcast was recorded on June 4th, 2020. The respective opinions expressed are those of Mr. Litt and the Biltmore Family Office, LLC investment team. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or...
2020-09-15
38 min
The Biltmore View
Episode 6 - Jon Litt, Land & Buildings
Jonathan Litt, Founder & CIO of Land and Buildings digs in to the impact of Covid-19 on commercial real estate (1:45), the collapse of co-working (4:00), broad adoption of work-from-home (5:30), not all retail will disappear (7:30), what sectors provide the growth engine for real estate (10:00), the impact of millennials moving back to the suburbs (13:00), the next major revaluation in commercial real estate (15:00), why public REITs are cheap (18:00), shifts in hospitality (21:30). We finish up with Jon's thoughts on the three megatrends that will make people money in real estate (26:00).This podcast was recorded on June 4th, 2020. The respective opinions expressed are those o...
2020-06-25
27 min
The Biltmore View
Episode 5 - Larry Mestel, Primary Wave
Larry Mestel, Founder & CEO of Primary Wave discusses why music rights are a compelling asset class (3:00), why artists would sell their rights (6:00), reviews some examples of creative tactics to build the revenue stream from legacy artists (8:00), Bob Marley, Whitney Houston, Prince - what makes a musical icon and legend (13:00), shoes, lottery tickets, & a new holiday - how Primary Wave adds value to their partner artists (15:30), how streaming saved the music industry (21:00), how covid-19 has impacted music publishing (24:00). We finish up with a story on how Paul Anka brought musical inspiration back to Frank Sinatra (29:00).This podcast was...
2020-06-11
35 min
The Biltmore View
Episode 4 - Fernando Guerrero, Varadero Capital, LP
Fernando Guerrero, Portfolio Manager of Varadero Capital, LP looks back at how the Global Financial Crisis shaped banking and credit (6:00), offers his take on the massive government assistance (10:00), why today's uncertain market provides a compelling investment opportunity (13:00), what is forcing asset owners to sell bonds (19:00), examples of opportunities in real estate debt securities (23:30). We finish up with Fernando's thoughts on longer term changes in as a result of the Covid-19 pandemic. The interview was conducted following the March - April 2020 market volatility brought on by the coronavirus outbreak.This podcast was recorded on April 30th, 2020. The respective o...
2020-05-15
32 min
The Biltmore View
Episode 3 - Warren Fisher, Manole Capital Management
Warren Fisher, Portfolio Manager of Manole Capital Management details his definition of FinTech (1:30), what exactly is a credit card (6:00), what part of the payment chain presents a compelling investment opportunity (13:40), what they look for in an arbitrage trade (12:30), what inning are we in the digital payments opportunity (18:15), the impact of Covid-19 on FinTech (19:30), why exchanges make an interesting exposure during volatile times (22:00), we finish up with a lightening round of relatively rapid fire Q&A (28:20). The interview was conducted following the March - April 2020 market volatility brought on by the coronavirus outbreak.This podcast was recorded on...
2020-05-08
33 min
The Biltmore View
Episode 2 - Charlie Carnegie, Context Capital Management
Charlie Carnegie, Portfolio Manager of Context Capital Management explains exactly what is a convertible bond (2:30), why companies will issue convertible bonds (5:30), the changing convertible bond buyer base (8:30), what they look for in an arbitrage trade (12:30), why they look for crummy companies that can still pay their debts (16:30), the opportunity brought about by Covid-19 (19:00), and why good companies or bad companies provide opportunity (28:30). The interview was conducted following the March 2020 market volatility brought on by the coronavirus outbreak.This podcast was recorded in April 2020. The respective opinions expressed are those of Mr. Carnegie and the Biltmore Family Office i...
2020-04-15
36 min
The Biltmore Church Podcast
How To Glorify God In The Pandemic
This is a message in the series, "Biltmore Church At Home", 2019.
2020-03-29
40 min
The Biltmore Church Podcast
Faith That Is Greater Than Fear
This is a message in the series, Biltmore Church At Home, 2019.
2020-03-08
51 min
The Biltmore View
Episode 1 - Scott Wallace, Shorepath Capital Management
Scott Wallace, CIO of Shorepath Capital Management sits down to discuss the perils of styleboxing (6:00), active vs. passive investing (13:00), the value of stocks vs. bonds (19:00), the current opportunity in value stocks (25:00), and thoughts on the political environment (31:00). The interview was conducted in the midst of market volatility brought on by the coronavirus outbreak.The respective opinions expressed are those of Mr. Wallace and the Biltmore Family Office, LLC (BFO) investment team. The opinions referenced are as of the date of this podcast and are subject to change without notice. This material is for informational use only an...
2020-03-06
34 min
The Biltmore Church Podcast
What To Remember In Crazy Times
This message is a part of the series, "Biltmore Church At Home", 2019.
2020-03-01
46 min
The Biltmore Church Podcast
Baptism Day
This is a message from Biltmore Church, 2019.
2020-02-23
39 min
The Biltmore Church Podcast
Roots Determine The Fruit
This is a message from Biltmore Church in January 2020.
2020-01-05
44 min
The Biltmore Church Podcast
Run With Endurance
This is a message from Biltmore Church on December 29, 2019.
2019-12-29
34 min
The Biltmore Church Podcast
It's All In The Name
Christmas with Biltmore Church.
2019-12-24
36 min