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• Building a Company Brain for the AI Era with Jeff Heitzman

  Jeff Heitzman traces his path from options trading and quant work to angel investing and seed-stage venture, sharing how curiosity and risk-taking led him beyond a traditional career lane. He also explains how Multimodal Ventures uses a hybrid approach of AI tools and human judgment to evaluate star

• LBM Flash Moments: Personal Growth Isn’t a Straight Line

  In this Flash Moment, Phil Fornaro reflects on how personal growth rarely moves in a straight line, using his five-year memory book to notice both progress and recurring struggles. He shares how writing daily helped him track shifts in time management, self-awareness, family connection, and his evol

• Brenda Exline: Why Curiosity Is the Most Powerful Connection Tool

  In this conversation, Brenda Exline shares how a career in communication, PR, and branding led her into the family office space and inspired her to launch the Gstaad Global Gathering in Switzerland. She and Phil explore how curiosity, deeper conversation, and natural connection can turn business net

• LBM Flash Moments: Planning Your Future from Your Zone of Genius

  In this Flash Moment, Phil Fornaro reflects on a dinner conversation that turned into a bigger question: are you excited about the next 10 years? He makes the case for future planning as a way to stay aligned with your zone of genius, build relationship capital, and shape the life and work you want

• Relationship Capital, Niche Investing, and the Power of Pivoting with Jeremy Greshin

  In this conversation, Jeremy Greshin traces the pivots that took him from law and nonprofit work into market entry, real estate, and ultimately self-storage investing. He explains why niche markets, relationship capital, and investing alongside partners matter, and breaks down how his firm targets c

• LBM Flash Moments: The Second Half of Delegation Nobody Talks About

  In this Flash Moment, Phil Fornaro digs into the part of delegation that often gets overlooked: finding the right people to hand work to when the need is urgent and the options feel limited. He shares how delegation can stall when the right support is missing, why that creates stress and lost focus,