Business Strategies Episodes

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Elizabeth McCalley, founder of Start Stack, to explore one of the biggest mistakes founders make: Building a product is not the same as building a company. Elizabeth spent approximately 15 years at IBM before working with companies including Workday and Salesforce. Across sales, strategy, product management, commercialization, and enterprise technology, she developed a d...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Janae Rapps, Deanna Brown, and Kristina Hutchison-Burdette of Hudson Lewis to explore an overlooked segment of the American economy: Profitable small businesses that are too small for traditional private equity—but potentially too valuable to ignore. Hudson Lewis is building an investment strategy around acquiring controlling interests in established, cash-flowing busine...

What happens when an entrepreneur loses his father, suffers heart failure, waits three years for a heart transplant, and still builds one of America's fastest-growing roofing companies? Garen Armstrong shares an extraordinary story of resilience, entrepreneurship, AI innovation, family offices, and purpose-driven leadership.

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes Dawn Mari La Monica, JD, for one of the most thoughtful conversations yet on leadership, authenticity, family offices, wellness, and building meaningful human relationships. Dawn's journey is anything but conventional. Born in Bogotá, Colombia and adopted at birth, she shares how experiences ranging from Wall Street and Georgetown Law to London's financial sector, regulatory...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Shayna Davis, founder of Executive Signals Group, for a fascinating discussion about a blind spot that exists inside many of today's fastest-growing technology companies. Great technology is no longer enough. In an era where artificial intelligence is accelerating innovation and investors are evaluating more opportunities than ever before, Shayna argues that companies ...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes back Angelina Carleton, founder of Legacy Planning, for a thoughtful discussion about one of the most overlooked truths in wealth creation: Building wealth is difficult. Preserving it across generations may be even harder. Many families spend decades building extraordinary financial success, yet relatively little time preparing the people who will eventually inherit the resp...

Why Great CEOs Never Lead Alone | Jon Bailey In this episode of the Family Office Investing Podcast & Investor Insights | Arthur's Round Table, host Arthur sits down with Jon Bailey, founder of Fluence Circle. Together, they explore a fundamental truth of effective leadership: exceptional CEOs don't possess all the answers; they strategically surround themselves with the right people. This discussion highlights the immense value of CEO peer groups in navigating the complexities of leading a b...

The Powerful Connection Between Your Home and Your Health: A Conversation with Sarah Walker LinkedIn , Website , Risk & Wellness Advisory Link On this episode of the Family Office Investing Podcast & Investor Insights | Arthur's Round Table, host Arthur is joined by Sarah Walker, a distinguished wellness-focused interior designer and advisor. Sarah specializes in assisting family offices, entrepreneurs, athletes, and ultra-high-net-worth individuals in crafting homes that actively enhance hea...

Richard Wilson explains why relationships, trust, and human connection remain the foundation of family office investing despite advances in AI, technology, and automation. Learn how family offices source opportunities, evaluate investments, raise capital, and build long-term wealth through trusted networks.

In this episode of Arthur’s Round Table, Tyrus Shivers shares his journey from military service and government contracting to entrepreneurship, capital raising, and building Legacy Wealth Capital Group. Tyrus explains why many founders struggle to raise capital—not because they lack good ideas, but because they have not yet built investable businesses. The conversation explores what it takes to move from operator to owner, from hustle to infrastructure, and from startup founder to capital-...

Stever Robbins shares insights on leadership, authentic communication, executive coaching, and why human connection may become the most valuable asset in the AI era. Discover lessons from Silicon Valley, entrepreneurship, neurodiversity, startup culture, and the future of leadership.

Steve Bruere explains why farmland has become one of the most compelling alternative investments for family offices and investors. Learn about agricultural land ownership, inflation protection, farmland appreciation, food security, renewable energy, data centers, and the future of farmland investing.

Jaclyn Orent explains how conscious leadership, transparency, systems thinking, and shared vision can transform organizations, communities, and culture itself. Discover insights on leadership psychology, human potential, change science, entrepreneurship, and building purpose-driven organizations.

In this episode of Arthur’s Round Table, Karl Andersen explains why the future of AI may depend less on software—and more on energy infrastructure. As hyperscale data centers strain aging electrical grids, Karl shares how distributed energy, decentralized compute, and edge-scale AI infrastructure could become the next major evolution in both energy and cloud computing. From solar-powered homes to localized AI networks, this conversation explores how the collision between AI and energy is creatin...

In this episode of Arthur’s Round Table, Miles Spencer explores how AI is transforming family legacy storytelling and digital identity. From preserving the voices and stories of loved ones to enabling future generations to interact with them, this conversation highlights a powerful shift in how families, founders, and family offices think about legacy, learning, and continuity.

In this episode of Arthur’s Round Table, Rick Walker—Chief Investment Officer at Lumicree—shares insights on building a life of meaning, generational leadership, and the challenges facing the next generation of leaders. From scaling businesses at a young age to investing in real estate with family offices, Rick explains why discipline, responsibility, and purpose are essential for long-term success.

In this episode of Arthur’s Round Table, Jeff Hoffman—co-founder of Priceline—shares insights on entrepreneurship, value creation, and what it really takes to build successful companies. From starting businesses out of necessity to scaling global platforms, Jeff explains why solving real problems—not chasing ideas—is the foundation of every successful startup. 🎯 What You’ll Learn Why entrepreneurship is a mindset—not a job How to identify real problems worth solving Why value crea...

In this episode of Arthur’s Round Table, Joshua Altman, Managing Director of Beltway.media, explains how corporate communications strategy and brand storytelling shape perception, build trust, and ultimately drive business growth. From his background in journalism to advising companies as a fractional Chief Communications Officer, Joshua breaks down why storytelling—not just product—is what captures attention and converts audiences

In this episode of Arthur’s Round Table, Dylan McDonnell explores why transparency in food safety is becoming a defining factor in the future of restaurants and hospitality. As regulation, consumer demand, and technology converge, what was once a back-of-house operational issue is rapidly becoming a strategic advantage. This conversation breaks down how allergen compliance, data visibility, and software are reshaping how food businesses operate—and why ignoring this shift carries real risk. What You’ll Learn Why food safety transparency is becoming essential in hospitality How allergen compliance is evolving across states and regulations Where most restaurants are exposed to risk today How technology creates a “source of truth” for food data Why consumer expectations are shifting rapidly How transparency can increase revenue—not just reduce risk

In this episode of Arthur’s Round Table, Kate Mulder explores how intuition and perception influence investing and decision making. She explains how investors and operators can develop a “full spectrum perception” to gain an edge beyond data, analytics, and traditional due diligence.

Rekha automated authority activation.In this episode, Rekha shares how her innovative system addresses the operational gaps in estate and incapacity planning, ensuring decisions are executed precisely when needed, not just documented on paper. She explains the integration of technology and trust to secure family legacies efficiently, for traditional financial and Crypto applications. Key Topics • The common gap in estate and incapacity planning: operational activation of decisions • How Rekha...

Discover how Migena Agaraj's networking transitioned from immigrant roots to building a thriving career through authentic networking, strategic partnerships, and entrepreneurial ventures. This episode dives into her stories of seizing opportunities, the power of book collaborations, and practical insights on networking from the stage to everyday life. This episode encapsulates Migena’s strategic approach to building influence through storytelling, relationship cultivation, and authentic network...

Discover how Oz Konar transformed personal adversity into an innovative business model that now trains thousands of entrepreneurs in the small business lending industry. This episode explores the complexities of financing small businesses, leveraging AI for pre-qualification, and future industry trends, offering actionable insights for aspiring loan brokers and small business owners alike. Key Topics: • Oz’s immigrant background and early struggles with business failure and bankruptcy • How p...

Explore how traditional relationship-building skills are still vital in today’s fast-evolving financial technology landscape. Pamela Cytron shares insights on modern sales strategies, the importance of trust, and innovative approaches to wealth management, wellness, and startup growth. In this episode: • Pamela Cytron’s journey from FinTech early adopter to wellness advocate • The evolving art of relationship-based sales versus automation • How COVID-19 emphasized the importance of personal ...