Investing & Capital

Christopher H. Volk is a veteran finance executive, financial modeler, and multi-time public company CEO with decades of experience designing and scaling real estate–based business models. He has co-founded and led several successful companies, including STORE Capital, a publicly traded REIT that specializes in financing operating company real estate, and attracted Berkshire Hathaway as a

William Florida brings more than 22 years of investment experience and currently serves as Managing Director, Research Analyst, and Portfolio Manager of the Partners Fund. He joined the firm in 2007 after a 13-year international executive career in Japan and Europe with pharmaceutical manufacturing companies. Earlier in his career, he spent three years as a

I discuss my recent experiences, including a Waymo ride in San Francisco and a trip with Doug Sandler. I reflect on retirement planning, emphasizing the importance of financial and mental preparation. I mention my involvement with new startups like Farm Zero and Pear Chef. I highlight the need for younger generations to plan for their

Michael Schodrof brings over 25 years of experience in financial services, beginning with a successful career in institutional equity sales where he advised money managers, insurance firms, and hedge funds on capital formation and investment strategy. Today, he serves as Vice President of Investments at Schodrof Capital, part of Alex. Brown – Raymond James, where he provides

Brian Rosen is a leading expert in private equity, specializing in the adult beverage industry. As General Partner of InvestBev, he has grown the firm into the largest private equity platform in the alcohol sector, managing over $200 million in assets and $100 million in private credit. Brian’s visionary leadership and deep industry expertise have

I discuss the importance of multiple income sources for business owners and employees, emphasizing the need to manage income taxes and deductions effectively. I share insights from my father, who worked in various trades and real estate to ensure financial stability. I highlight my own diverse investments, including limited partnerships, real estate, and alternative investments,