Tag: Investing

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Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

Private Equity Investing 101 — Part 2 with Christopher Graham (Ep.105)

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Ready to continue learning about private equity investing?

Welcome back! 

In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. 

The last conversation covered how private equity works, what investors should look at, and how it’s structured. 

This time, Christopher continues the lesson, covering what sort of questions investors should ask fund managers, his evaluation process, and how he’s continuing to improve his fund’s processes.

Christopher discusses:

  • What type of questions investors should ask fund managers and advisors about recommendations they receive in the private equity space
  • How he evaluates companies to decide if they’re a good investment
  • How far AI has gotten in the industry, and where it has room to improve
  • The benefits of private credit versus private equity
  • How much risk he would put into a private placement life insurance (PPLI) investment strategy
  • What he’s doing to continue to improve his fund
  • And more!

Resources

Connect with Christopher Graham:

Connect with John and Michael Parise:

About Our Guest: 

Christopher Graham founded Crown Capital in 2014. He leads investment and capital-raising activities and provides strategic and operational support to management teams across the portfolio. 

Prior to Crown, he founded The Private Client Law Group, which focused on tax, business, and asset protection for ultra-high-net-worth family offices. As a Family Office Advisor, Chris advised and directed billions of dollars in the alternative investments space globally. Chris was named to the Georgia Super Lawyers Listing for over a decade and rated as a Five Star Wealth Manager. 

Chris holds a BBA in Accounting from the University of Michigan and a JD from Wake Forest University. He is a member of the American Mensa IQ Society, Beta Alpha Psi national honor accounting society, and the Georgia and North Carolina state bars.

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Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)

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It may be tempting to get into the world of private equity investing, but it’s important to get the basics under your belt first.

In this episode, John and Michael Parise bring on Christopher Graham, the founder, CEO, and CIO of Crown Capital Investments, to teach you how private equity works, what investors should look at, and how it’s structured.

Chris discusses:

  • How to access the private equity and alternative investment world
  • His investment thesis and why he doesn’t look at venture capital
  • The risk and reward components of private investments
  • Whether or not accredited investor standard regulations should be changed (making it more accessible to the average investor)
  • The structures of SPAC investments
  • The difference between typical private equity funds and the Berkshire model
  • And more!

Connect with Christopher Graham:

Connect with John and Michael Parise:

About Our Guest: 

Christopher Graham founded Crown Capital in 2014. He leads investment and capital-raising activities and provides strategic and operational support to management teams across the portfolio. 

Prior to Crown, he founded The Private Client Law Group, which focused on tax, business, and asset protection for ultra-high-net-worth family offices. As a Family Office Advisor, Chris advised and directed billions of dollars in the alternative investments space globally. Chris was named to the Georgia Super Lawyers Listing for over a decade and rated as a Five Star Wealth Manager. 

Chris holds a BBA in Accounting from the University of Michigan and a JD from Wake Forest University. He is a member of the American Mensa IQ Society, Beta Alpha Psi national honor accounting society, and the Georgia and North Carolina state bars.

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Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

Market Outlook: Investing In 2023 with Christian Hyldahl, CFA® (Ep. 98)

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Many investors have cold feet and want to pull out of the market for 2023, but sometimes the best option is to take a deep breath, put your emotions aside, and wait a little longer.

In this episode, John and Michael Parise talk to Christian Hyldahl from Varium Investment Partners about investing in 2023. Christian shares his approach to investing, what he believes 2023 has to offer, and some advice for nervous investors who want to pull their money out of the market completely.

Christian discusses:

  • The 2023 market outlook
  • A comparison of active and passive portfolio management 
  • What’s a cover call strategy and its benefits if done properly
  • His advice for nervous investors and reasons to stay invested
  • And more!

Resources:

Connect with Christian Hyldahl:

Connect with John and Michael Parise:

About Our Guest: 

Christian Hyldahl, CFA®, is the founder and president of Varium Investment Partners. He has 27 years of portfolio management, investment strategy, and research experience across multiple investment styles and products under his belt. Christian is consistently a top portfolio manager in multiple equity categories. Christian is a chartered financial analyst and obtained his master’s of business administration from the Fuqua School of Business, Duke University. Before that, he attended the London School of Economics for their specialized program in international economics and asset management and obtained his Bachelor of Arts in English and History from Bucknell University.

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Investing In Oil And Gas with Don Hosmer (Ep. 97)

Investing In Oil And Gas with Don Hosmer (Ep. 97)

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Many people have been questioning oil and gas with regard to America’s current politics. Luckily, Don Hosmer from Royale Energy, Inc., is here to provide us with some insight!

In this episode, John and Michael Parise speak with Don Hosmer from Royale Energy, Inc. Don talks about investing in oil and gas. He highlights the benefits of the industry from an investment standpoint, its tax benefits, and opportunities based on its peak demand.

Don discusses:

  • The fundamental and psychological reasons behind the softness seen in the oil market
  • The current challenges that the oil industry is facing in the public sectors
  • The current state of the oil reserve and the life cycle to replenish it
  • The tax benefits of his investment program and of investing in oil and gas
  • The risks involved in drilling for oil and gas
  • And more!

Connect with Don Hosmer:

Connect with John and Michael Parise:

About Our Guest: 

Don Hosmer resides in California and is Royale Energy, Inc’s CEO,  an oil and natural gas company. 

Don started the company with his father in 1986. They started with a team of geologists and engineers and started the company primarily as a natural gas producer. 

Approximately three years ago, Royale Energy, Inc. merged with a team of petroleum engineers to form the oil and gas company that is today.

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Learn How To Allocate Your Assets To Meet Goals (Ep.83)

Learn How To Allocate Your Assets To Meet Goals (Ep.83)

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Do you know what to do when the markets are saturated?

A good idea is to reallocate your assets to protect your investment portfolio.

This week, John and Michael Parise go back to basics with a conversation on asset classes. They categorize them while explaining what to do with them, what to expect from them, and how to protect them.

John and Michael discuss:

  • How CDs work
  • What are the pros and cons of bonds
  • Stock investing and when you should buy into the market
  • Real estate as a wealth-producing asset
  • The truth about investing in gold, silver, and commodities to balance out stresses in the market
  • And more!

Resources:

Connect with John and Michael:

 



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Looking into Future Economic Trends (Ep. 82)

Looking into Future Economic Trends (Ep. 82)

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Right now interest rates and inflation are higher than most of us have ever seen.

The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years.

In this episode of The Truth About Wealth, John and Michael are joined by Christian Hyldahl, a financial professional at Varium Investments who has been in the financial business for 30 years, to discuss what the economic trends will look like in the next short future.

John, Michael, and Christian discuss:

  • Christian’s thoughts on who is to blame for inflation
  • Advice for retirees facing an inflated market
  • The influence that the fed has had on the market
  • What might happen in response to the inflated market
  • And more

Connect with Christian Hyldahl:

Connect with John and Michael:

 

 

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70. The State of Gold and Silver As An Asset Class With Andy Schectman

70. The State of Gold and Silver As An Asset Class With Andy Schectman

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Precious metals are more of an obscure asset class, but there is huge value in owning these assets as part of your overall portfolio.

In this episode, John and Michael Parise are joined by Andy Schectman, CEO of Miles Franklin Precious Metal Investments. Andy lays out a brief history of the gold and silver industry, and it’s current state as an asset class before diving into three major events that happened throughout Andy’s career that will continue to shape the industry.

Andy discusses:

  • The background and state of the gold and silver industry
  • The six major mints in the world
  • Why gold and silver may be an important asset class to have in your portfolio
  • The three major events of Andy’s career that continue to shape the industry
  • 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.

 

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60. The Generational Impact Of The SECURE Act — Part One

60. The Generational Impact Of The SECURE Act — Part One

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A recent provision to the SECURE Act could have major implications on how qualified plans, including your IRA, 401(k) and 403(b), are inherited by your children. It’s important that you understand the ramifications of this provision in order to protect your wealth.

In this episode, John and Michael Parise discuss these new provisions of the SECURE Act. They reveal the problems you could face if you don’t prepare properly and the importance of taking future generations into consideration when you’re developing your plan.

John and Michael discuss:

  • What the SECURE Act is and how new provisions may impact your plan
  • How to recognize when you may have a problem with your plans—and how to fix it
  • How your children could be taxed if you don’t take the SECURE Act into account
  • And more!

Connect with Copper Beech:

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Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

Episode 50 – How Future Generations Can Maintain Their Family’s 100-Year Vision – Part 2

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Are you in your family’s second or third generation, and interested in learning how to carry on your family’s wealth?

In part two of this two part series, John and Michael Parise discuss different considerations second and third generations must have when handling their family’s wealth, highlighting the importance of effective communication and data organization. 

In this episode, you will learn:

  • The role of the second generation in passing down family wealth 
  • Legacy letters and mission statements as generational roadmaps 
  • How culture shift impacts generational wealth  
  • How having a “beginner’s mind” can help when building a family’s future 
  • Easy ways to involve later generations in the family’s wealth 
  • And more!

Listen today to find out the role of the second and third generations when handling and passing down family revenue!

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Creating and Building a 100-Year Family Vision (Part One)

 

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Episode 49 – Creating and Building a 100-Year Family Vision – Part 1

Episode 49 – Creating and Building a 100-Year Family Vision – Part 1

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There’s no greater satisfaction than knowing and seeing that the wealth you built is passing down through the generations correctly.

Would you agree?

In part one of this two-part mini-series, John and Michael Parise explain everything you need to know about correctly handling multigenerational wealth. They highlight the importance of being aligned on the family financial strategy, no matter what generation you are.

In this episode, you will learn:

  • John’s take on what the “shirtsleeves to shirtsleeves in three generations” proverb means
  • How generations one, two, and three have taken care of family wealth historically 
  • John and Michael’s insight on generational leadership
  • The importance of being responsible with your wealth
  • And more!

Tune in to find out how family values, adaptation, and communication can influence the establishment of a multigenerational wealth vision! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Thomas J. Stanley’s The Millionaire Next Door | James Grubman’s Strangers In Paradise