Month: June 2025

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

Here’s Why You Should Create A “Family Investment Club” (Ep. 137)

Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth.

How can you implement it in your family?

John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing family wealth creatively and inclusively.

John and Michael discuss:

  • The basics of a Family Investment Club [00:02:44]
  • The importance of generational involvement in family enterprises [00:07:15]
  • Real-life examples of how their family manages multiple business ventures [00:04:42]
  • The role of family meetings in educating and including family members in decision-making [00:18:58]
  • Lessons from a Chicago family’s philanthropic strategies to keep unity [00:13:47]
  • And more!

Connect with John and Michael Parise:

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)

Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. 

Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives package, and explains how they offer customizable risk-return profiles tailored to an investor’s specific goals.

Often considered complex or “exotic,” structured notes can actually be powerful tools when used appropriately. Vincent walks through the four primary types; principal protected, income, growth, and dual directional, and shares how each can be aligned with an investor’s need for safety, income, or growth.

Key discussion points include:

  • Introduction to Structured Notes and Basics [00:03:11]
  • Customization of Structured Notes for Different Risk Profiles [00:05:58]
  • How Structured Notes Fit into a Portfolio [00:09:25]
  • Liquidity Considerations and Suitability [00:18:30]
  • Dual Directional Strategies as a Hedge [00:21:57]
  • And more

Connect with Vince Tassone:

Connect with John and Michael Parise: