Episodes

What does it really take to build relationships with family offices—and why do so many people get it wrong? Danielle Patterson returns to Family Office Investing Podcast & Investor Insights | Arthur's Round Table for a conversation about entrepreneurship, the sale of Family Office Access, and the lessons she has learned helping people navigate the family office industry. Since her previous appearance, Danielle has sold Family Office Access to ISS Market Intelligence and entered a new...

What happens when the person you've built your life with is suddenly gone? For Laila France, that question became a reality when her husband, James, died unexpectedly following a heart attack. Beyond the devastating emotional loss, she found herself facing an overwhelming number of financial, legal and practical responsibilities she had never imagined managing alone. In this deeply personal episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur ...

Success can create extraordinary freedom. But it can also create a kind of isolation that few people ever see. In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas welcomes back Tim Brown, CEO and co-founder of three family office communities, for a deeply personal conversation about leadership, mental fitness, trust and the importance of genuine human connection. Tim works with family office principals, next-generation family ...

What if your business is entitled to tax savings that nobody has ever told you about? In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Ron James, founder of Opscale Exchange, to explore why many businesses may be missing valuable tax credits, incentives and refund opportunities. Ron spent 13 years at H&R Block, overseeing a five-state region responsible for approximately 450,000 tax returns each season. He la...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur’s Round Table, Arthur Bavelas sits down with Andrew Cramer of Bridgeview to explore an overlooked question in America’s affordable housing debate: what if affordable housing could also create homeownership and wealth? Andrew took an unusual path into real estate. He studied chemistry and polymer chemistry before working for a REIT focused on laboratory and office space. After the 2008 financial crisis, a family loan...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur’s Round Table, Arthur Bavelas sits down with Nathan Jameson of ARX Capital to explore an overlooked corner of real estate: manufactured housing. Nathan has spent roughly 25 years in real estate, largely in residential development. Earlier in his career, he helped build and exit a large privately owned homebuilding company and says he was involved in building and selling roughly $1 billion of new single-family housin...

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 second conversation with Cate Wilkes on Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas and Cate move well beyond traditional conversations about capital. The central question is not simply: How do you raise or deploy money? It is: Who are you becoming as you do it? Cate's background spans banking, mortgage finance, Fannie Mae, conscious human development, and now private capital through 638 Capital. After leaving corporate life in 2018, sh...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Dr. Larry Stybel, co-founder of Stybel Peabody Associates, for a thoughtful conversation about one of the hardest problems in family wealth: How do you preserve the entrepreneurial spirit after the money has already been made? Larry's own story begins far from the family office world. The son of German immigrants in New York City, he grew up believing he was intellectua...

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...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Amanda Martinez of BCU Risk Advisors for a conversation about something family offices spend enormous amounts of time managing in their portfolios—but may not examine nearly as carefully elsewhere: Risk. Amanda works in property and casualty insurance for high-net-worth individuals and single family offices. Her work sits at the increasingly complicated intersection betw...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas is joined by Rodrigo Vicuna, founder of Wealthie, and Pamela Cytrom, founder and CEO of The Founders Arena, for a fascinating discussion about an enormous asset hiding on American household balance sheets: home equity. Rodrigo argues that approximately $15–$17 trillion of home equity sits largely outside modern wealth management. Wealthie was created around a deceptively simple que...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Eric Runge, founder of Veritas Bitcoin Strategies, for a practical discussion about Bitcoin for family offices—from simply buying and holding Bitcoin to custody, risk management, ETFs, tax-loss harvesting, and long-term generational wealth. Arthur and Eric discuss: • Why family offices are increasingly looking at Bitcoin • Bitcoin versus cryptocurrency • Why understand...

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur Bavelas sits down with Christopher Marlett, a veteran investor and entrepreneur who has spent more than four decades in the securities business and built his career around one central question: How do little companies become big companies? Chris describes an investment model he calls “public venture”—helping promising early-stage companies access the public markets not primarily as an exit or li...

Can you protect a family's wealth if you don't protect the minds responsible for managing it? In this thought-provoking conversation, Dr. Noah St. John argues that the greatest threat to generational wealth isn't taxes, investment performance, or estate planning—it's human psychology. Topics include: • Family Offices • Legacy Planning • Leadership Psychology • Entrepreneurship • Wealth Preservation • AI • Communication • Succession Planning • Founder Psychology • Human Performance Arthur and Noah explore why successful founders often struggle to transfer what made them successful, why communication breaks down between generations, and how understanding different leadership styles can transform family governance and organizational effectiveness. The discussion also examines artificial intelligence, subconscious success habits, founder psychology, and why protecting the human decision-making process may become one of the most valuable investment…

How is AI changing investing, financial media, and market intelligence? Andrew Lebbos of Benzinga explains why trusted information, objective news, private markets, and AI-powered research are becoming the foundation of modern investing.

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...

Can your voice reveal hidden health insights? Alex Fredericks explains how AI-powered voice analysis is helping people better understand sleep, stress, recovery, nutrition, energy, and overall wellness. Discover how personalized wellness, longevity, and preventive health may be transformed by voice technology.

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.