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,

Nick Novakovic is Vice President of WestPac Wealth Partners. He helps individuals and families overcome financial hurdles and establish stability. After a career-ending basketball injury in 2005, Nick transitioned to finance to guide others through financial disruptions. Recognized as a Forbes Top Best-in-State Security Professional in Florida in 2023, Nick is dedicated to being a

In Episode 17 of Light Bulb Moments, I sit down with Scott Schamber, Partner & Managing Director of BFI Bullion, where he leads a team specializing in the purchase and secure storage of physically allocated metals in Switzerland. With over two decades of experience at BFI Bullion, Scott has been instrumental in helping clients safeguard their

In Episode 13 of Light Bulb Moments, I’ll be speaking with Ryan Williamson, a dedicated financial advisor with over two decades of experience. Since 2000, Ryan has been providing tailored financial guidance, emphasizing the uniqueness of each client’s needs and goals. He is the author of Drafting Your Financial Quarterback: What You Need to Know

In Episode 12 of Light Bulb Moments, I’ll be speaking with Joe Shadle, President of Tax Relief, Inc. Joe is an Enrolled Agent, National Tax Practitioners Institute Fellow, and a financial services veteran with experience spanning New York, New Jersey, and Florida. He’s worked in disaster relief loans for the Small Business Administration and is