Tag: Copper Beech Financial Group

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Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

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In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers.

In this episode John and Michael Parise welcome back guests Steven Kantor and Michael Brown for part two of a two part series on real estate investing.

John, Michael, Steven, & Michael discuss:

  • What opportunity zones are truly opportunities
  • How to leverage opportunity zone tax incentives
  • The use of DSTs in client’s real estate holdings
  • Why clients might consider shifting from stocks to real estate 
  • And more

Connect with Steven Kantor and Michael Brown

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About Our Guests 

Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.

Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University. 

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Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part One (Ep. 79)

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Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad asset class that is changing and evolving generation by generation. 

In this episode John and Michael Parise welcome guests Steven Kantor and Michael Brown for part one of a two part series where they discuss all things real estate. From how an investor should start to assess the real estate market to some key macrotrends in the space, Steven and Michael provide some important insights into the real estate market landscape that you won’t want to miss.

John, Michael, Steven, & Michael discuss:

  • How to decide where to play in the real estate market 
  • Different end-goals of owning real estate investments
  • Macro trends in the real estate market
  • The retail submarket
  • And more

Connect with Steven Kantor and Michael Brown

Connect with John and Michael:

About Our Guests 

Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.

Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University. 

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A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)

A Journey into the World of Spanish Wine with Tim O’Rourke (Ep. 78)

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If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you. 

In this episode, John and Michael Parise welcome back guest Tim O’Rourke to discuss the different wine regions of Spain, the complex history that has shaped the Spanish wine industry, and how best to pair your favourite Spanish wine. 

John and Michael discuss:

  • The history of Spanish wines
  • The terroirs that shape each wine region of Spain
  • Ideal food pairings for Spanish wines
  • The cork supply/demand dilemma 
  • And more

Connect with John and Michael:

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Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)

Distinguishing Between Market Noise and Market Impact with Paul Dietrich, Part 2 (Ep. 77)

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2021 was a year full of ups and downs. Will 2022 be the same? 

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich for part two of a two part series where we review the events of 2021, their impacts on the economy, and what 2022 may have in store. 

John, Michael, and Paul discuss:

  • The real inflation rate in 2021 and 2022
  • Why unemployment numbers appear static
  • The key events that affected the economy in 2021
  • How our current education system needs to change for the economic future
  • And more

Connect with Paul Dietrich

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About Our Guest: 

Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.

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Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

Distinguishing Between Market Noise and Market Impact with Paul Dietrich (Ep. 76)

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Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better Infrastructure Bill, or the ever-growing federal debt, might impact the market?

In the latest episode, John and Michael Parise welcome back guest Paul Dietrich to  discuss how you can separate noise in the market from events that may have tangible impact on the underlying economy. 

John, Michael, and Paul discuss:

  • Impact of Russia/Ukraine conflict on the stock market
  • The Build Back Better infrastructure bill
  • Tax raises and paying off the capital reserves 
  • Interest rates and inflation
  • And more

Connect with Paul Dietrich

Connect with John and Michael:

About Our Guest: 

Paul Dietrich currently serves as Chief Investment Strategist with B. Riley Wealth Management, Inc., where he focuses on managing investments for private investors, retirement funds and private institutions throughout the United States. He previously served as CEO and Chief Investment Officer with Fairfax Global Markets, LLC, and as CEO and Chief Investment Officer of Foxhall Capital Management. He also worked as an international corporate attorney with Squire, Sanders & Dempsey (now Squire Patton Boggs) and Jones Day. He is a frequent on-air commentator and regularly contributes his market analysis to business and financial media.

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How to Choose the Right Trustee with David Warren (Ep.75)

How to Choose the Right Trustee with David Warren (Ep.75)

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When estate planning, one of the most difficult decisions is choosing the right trustee for your family. But it doesn’t have to be. 

In this episode, John and Michael Parise speak with David Warren, J.D., co-founder, and chairman of Bridgeford Trust Company about the challenges of picking the right trustee and/or trust company, and highlights the things you can do to make a better decision for your family. 

John and Michael discuss:

  • Conflicts of interest in trust planning 
  • Top tier trust jurisdictions
  • Modern trust law
  • Asset protection and its benefits
  • And more

Resources

Connect with David Warren

Connect with John and Michael:

About Our Guest: 

David Warren is the co-founder and chairman of the Board of Bridgeford Trust Company. With over 20 years of experience as an attorney in the financial services industry, David has a wealth of knowledge on working with ultra-high net worth families across the nation and around the world. As a leader at Bridgeford Trust Company he shapes the strategic growth and brand development. Outside of his roles at Bridgeford, David often speaks throughout the country and around the world on modern and progressive U.S. trust law, addressing several professional organizations and audiences each year. 

 

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74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux

74. How to Turn Your Life Insurance into Life Settlement with Aaron Giroux

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Did you know that 87% of life insurance policies never pay a death claim? Are you aware of the options available to you within the settlement space?

Life settlements are one of the lesser known planning tools available to those with life insurance policies that they wish to sell. 

In this episode, John and Michael Parise speak with Aaron Giroux, co-founder and CEO of LifeRoc Capital, LLC about their role in the life settlement space. Aaron details how his company provides alternative planning options to those with life insurance policies in specific scenarios. 

John, Michael and Aaron discuss:

  • The difference between life insurance policies and a life settlement
  • Why one might opt for a life settlement and who qualifies
  • What the policy valuation process looks like
  • The average payout on a life settlement
  • And more

Connect with Aaron Giroux

Connect with John and Michael:

About Our Guest: 

Aaron is an experienced executive with a demonstrated history of working in the life insurance and digital health industries. He is skilled in Operations Management, Sales, Marketing, Product Development, and Business Development. He is a strong business development professional with a Bachelor of Business Administration (BBA) focused in Finance, General from University of San Diego.

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73. 10 Concerns On The Minds of Our Clients — Part 2

73. 10 Concerns On The Minds of Our Clients — Part 2

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Who is going to take care of you into your old age? Do you have your estate planning dealings worked out?

In the first part of this two-parter miniseries, John and Michael introduced us to 10 concerns on the minds of their clients. In this episode, they continue the conversation focusing on long-term care planning, estate planning, taxes, and communication between generations.

John and Michael discuss:

  • Ways to address long-term care
  • How to ensure your estate planning is correct
  • Tax code changes to consider
  • Communication between generations in your family
  • And more!

Resources:

Connect with John and Michael:

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72. 10 Concerns On The Minds of Our Clients: Part 1

72. 10 Concerns On The Minds of Our Clients: Part 1

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Have you ever wondered what happens if you outlive your money? Is concern about inflation on your mind? Others in your situation are likely thinking about the same thing.

In this multi-part series, John and Michael Parise cover 10 concerns on the minds of their clients. In this episode, John and Michael cover market volatility, jobs and education, inflation, and outliving your money. John shares how inflation has changed over time, and how you can deal with inflation. 

John and Michael discuss:

  • Market volatility
  • The effect of inflation on the market, and why it’s something you have to pay attention to
  • The problem with living too long
  • The hot topic of jobs and education
  • And more

Connect with John and Michael:

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71. Opportunities Available For Gold and Silver Investments With Andy Schectman

71. Opportunities Available For Gold and Silver Investments With Andy Schectman

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Precious metals like silver and gold can be seen as an investment, but they could also be viewed as a means for wealth preservation.

In this episode, John and Michael Parise are once again joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy explains the opportunity of a generation that silver is, and how it is a pathway to gold. Plus, he shares his advice for people looking to allocate gold and silver as an assets class within their portfolio.

Andy discusses:

  • The extraordinary need for silver
  • Why Andy views gold and silver as wealth, not an investment
  • How people look at gold and silver as a way to grow their wealth
  • Why silver is currently the opportunity of a generation
  • And more

Connect with Andy Schectman:

Connect with John and Michael:

About Our Guest: 

Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner, specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andrew has developed an operation that maintains trust, collaboration, and ethical behavior, superior customer service and satisfaction to better serve their clients. He is responsible for overseeing the firm’s operations and business functions; including strategy and planning, account management, finance, and new business.