Category Archives: Education


Transitioning Capital Through a Value Added Partner With Gina Luna (Ep.21)

After nurturing a family business for years, a founder may now be looking for successors who can grow it to the next level.

This transfer can be within the family, to an existing employee, or to a strategic investor.

In this episode, Kevin Kaylakie speaks with Gina Luna, Founding Partner of GP Capital. They provide strategies on how to set up your business for success through purpose-driven wealth management. They also explore investment opportunities in the private credit space for high-net-worth individuals looking for businesses to invest in.

Gina discusses: 

  • ”05:04”  What an SBIC fund is?
  • ”09:27” How to facilitate transfers between generations in a family business or company.
  • ”11:29” What happens when the business founder has no successor post-retirement.
  • ”21:26” The difference between private investors and institutional investors.
  • And more… 

Connect With Gina Luna:

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About Our Guest:

Gina is a founding partner of GP Capital. Gina founded Luna Strategies in 2016, where she counseled companies and their leaders on complex strategic issues and growth initiatives. She also serves on the board of public and privately held companies. Prior to founding Luna Strategies, Gina held senior executive roles with JPMorgan Chase during her 22-year career at the company. Most recently, she served as Chairman of the Houston Market and Managing Director of Chase Commercial Banking.

Gina is a member of the board of the Federal Reserve Bank of Dallas, Houston Branch, and St. Luke’s Health System. She also serves as a trustee of The Texas A&M Foundation, The Welch Foundation, The Welch Institute for Advanced Materials, and Baylor College of Medicine. She was elected chairman of the Greater Houston Partnership in 2015 and continues to serve on the board and executive committee. She was the founding chairman of Houston Exponential and serves as a senior advisor to HX Venture Fund. Gina is a summa cum laude graduate of Texas A&M University with a Bachelor of Business Administration Degree in Finance and management.

Gina serves on the Management and Investment Committee of GP Capital.



A Next Gen Perspective on Impact Investing and Philanthropy With Chelsea Toler (Ep.20)

In the world of investing and philanthropy these days, the focus is on impact. There is a generational divide on what this actually means and how to approach it.

In this episode, Connee Sullivan speaks with Chelsea Toler, Founding Partner at NOVA Impact and President at Keep Families Giving Foundation. Together, they talk about implementing impact strategies while being mindful of investment returns and risks.

Chelsea discusses: 

  • ”04:25”  How various generations approach impact investing 
  • ”07:34” How to combine your philanthropic strategies with existing organizations within your community
  • ”11:44” Linking impact investing to UN’s Sustainable Development Goals
  • ”14:17” Key structures and vehicles you can leverage for impact investing 
  • And more


Connect With Chelsea Toler:

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Art-Secured Loans: A Unique Gateway to Private Credit with Alan Snyder (Ep. 19)

Have you ever considered fine art as collateral for private credit investments?

The high-end art market attracts ultra-high-net-worth clients from around the world with art-secured lending becoming a globally valued asset class.  For private credit investors, it can be a great diversifier for their portfolios.

In this episode, Kevin Kaylakie speaks with Alan Snyder, the Founder and Managing Partner at Shinnecock Partners, and the Founder of Together, they walk you through the process of securing private credit using art as a collateral — from the viewpoint of both buyers and lenders.

Alan discusses: 

  • ”04:38” The benefits of art-secured financing
  • ”13:41” The comprehensive due diligence process involved in art-secured private lending
  • ”19:15” How investors can mitigate risks involved in using art as collateral
  • ”30:01” The applications of blockchain and NFTs in the world of fine art
  • And more


Connect With Alan Snyder:

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About Our Guest:

Alan Snyder is the founder and managing partner of Shinnecock Partners. Alan was the founder, CEO, president, and chairman of the Board of Answer Financial Inc. and Insurance Answer Center, CEO of Aurora National Life Assurance, president/COO of First Executive Corporation and executive vice president and board member at Dean Witter Financial Services Group (predecessor to Morgan Stanley), where he formulated the launch of the Discover Card as a member of a three-person team. He is also the former chairman, president and board member of the Western Los Angeles Boy Scout Council. Alan is a graduate of Georgetown University and Harvard Business School, where he was a Baker Scholar.


Addressing the Founder’s Dilemma from a Private Equity Lens with Amanda Eisel (Ep. 18)

As an entrepreneur or a private equity investor, you may be involved with businesses that are in their early growth stages and transitioning from “founder-led” to “professional management.”

In this episode, Connee Sullivan speaks with Amanda Eisel, the CEO of Zelis, who has significant experience in private equity and working with founders. Amanda discusses how these transitions affect businesses and the real impact of the founder’s dilemma (the question of when or if you should step aside for an outside CEO).

Amanda discusses: 

  • ”03:37” Why businesses experience founder’s dilemma
  • ”07:58” Whether the founder’s dilemma should be a key consideration in private equity investments
  • ”10:47” What new CEOs entering founder-led businesses ought to know
  • ”12:57” Leadership insights to improve your company’s team dynamics
  • And more

Connect With Amanda Eisel:

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About Our Guest:

Amanda Eisel has focused the last 20 years of her career at the intersection of healthcare and technology. She has been deeply involved in creating and scaling multiple growth technology companies including Waystar, Applied Systems and Viewpoint. Amanda has been a member of the Zelis team since 2019, playing a leadership role across Zelis’ growth, operational and talent strategies. Amanda started her career at McKinsey & Company, where she spent nearly a decade advising consumer companies. Prior to Zelis, Amanda was an Operating Partner at Bain Capital focused on technology and healthcare IT companies.



Private Market Investing for Family Offices and High-Net-Worth Individuals with Alexander Schoenbaum (Ep. 17)

The private market space has been around for a long time. But recently, it has been gaining interest from family offices and high-net-worth individuals.

SineCera Capital remains highly committed to finding the right private investment managers who can be trusted with clients’ capital.

In this episode, Kevin Kaylakie sits down with Alexander Schoenbaum, CEO of CrowdOut Capital, a leading private investor in lower-to-middle-market companies. Alexander shares how CrowdOut Capital makes private investment opportunities easily accessible to family offices and individual investors.

Alexander discusses: 

  • ”12:08” The growth of private debt investments as an asset class
  • ”19:28” The impact of COVID-19 on the private investment space
  • ”25:31” How CrowdOut enables clients to participate in funds as well as individual deals
  • ”30:54” Valuable advice for families and individuals new to private investing
  • And more

Connect With Alexander Schoenbaum:

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About Our Guest:

Alexander Schoenbaum co-founded CrowdOut Capital after more than a dozen years of direct lending, private equity, and investment banking experience. He has provided financial and strategic advisory services to many growing middle market companies across a range of industries including: consumer, retail, telecom, media, manufacturing, technology, financial services, oil & gas, and industrials. Collectively, Alexander has completed more than $3 billion of transactions, including both debt and equity placements.


Making Data Driven Philanthropy Decisions with Susan McDowell (Ep. 16)

In working with clients on their philanthropic goals, SineCera Capital brings the same rigorous analytic approach as it does with investments. 

In this episode Connee Sullivan highlights one of the Austin non-profits that best fits this model. LifeWorks is on a mission to end youth homelessness, and does so with a focus on data-driven results. 

Since launching in October 2018 with a goal to end youth homelessness in Central Texas, LifeWorks has transitioned almost 1,000 youth from literal homelessness to permanent housing, and done so with an 80% success rate.

In this episode, Connee Sullivan, Head of Family Office Services at SineCera Capital, interviews Susan McDowell, CEO and executive director at LifeWorks. They discuss the measures that LifeWorks is undertaking to end youth homelessness and help these youth build lives of self-sufficiency.

Susan discusses: 

  • ”03:44” LifeWorks’ data-driven approach to systematically tackle youth homelessness
  • ”09:15” Success stories of homeless people who have ‘made it’ in life
  • ”14:31” Shelter opportunities in the hot real estate market
  • ”18:44” A new way to approach philanthropy by millennials
  • And more

Connect With Susan McDowell:

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About Our Guest:

Susan McDowell is the CEO of LifeWorks, a youth and family service organization in Austin, Texas that helps transition-aged youth achieve self-sufficiency through housing, education and mental health support. Susan is active in numerous civic organizations and regional planning efforts. She has been awarded “Austinite (Under 40) of the Year,” and “Central Texas Social Entrepreneur of the Year,” by Ernst and Young. She participated in the 2007 Marshall Memorial Fellowship Program and was awarded the Anita and Earl Maxwell Lifetime Achievement Award through the Ethics in Business and Community Awards. Susan holds a B.A. and M.A. in Philosophy from Vanderbilt University and the University of Texas-Austin, respectively.


Diversifying Through SineCera Capital’s All-Weather Portfolio With Kevin Kaylakie and Adam Packer (Ep. 15)

In 2021, we experienced a spike in inflation rates, bond tapering by the Fed, and increased popularity of cryptocurrencies and NFTs.

How did SineCera Capital’s all-weather portfolio perform through it all?

Find out in this episode, as Kevin Kaylakie and Adam Packer provide insight on the impact of various economic factors and market trends on our all-weather portfolio in 2021.

Adam discusses: 

  • ”02:15” Why U.S. treasuries are a strong portfolio diversifier
  • ”08:26” Effective inflation-hedging asset classes
  • ”17:35” The impact of inflation, both when it is transitory and long-term
  • ”26:45” The future scope of cryptocurrencies and NFTs in our all-weather portfolio
  • And more


Connect With Adam Packer:

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Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Increase in real interest rates can cause the price of inflation-protected debt securities to decrease. Interest payments on inflation-protected debt securities can be unpredictable. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income. You cannot invest directly in an Index. Investing in commodities’ entail significant risk and is not appropriate for all investors. The price of Digital Assets is affected by many factors, including, but not limited to, global supply and demand, the expected future prices, inflation expectations, interest rates, currency exchange rates, fiat currency withdrawal and deposit policies at cryptocurrency exchanges, interruptions in service or failures of major cryptocurrency exchanges, investment and trading activities of large investors, monetary policies of governments, regulatory measures that restrict the use of cryptocurrencies, global political, economic, or financial events. Pricing also might be influenced by efforts at market manipulation by certain participants. Drastic or even gradual changes in price of cryptocurrencies and cryptocurrency derivatives could materially affect the value of the Client’s Digital Assets. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Although bonds generally present less short-term risk and volatility risk than stocks, bonds contain interest rate risks; the risk of issuer default; issuer credit risk; liquidity risk; and inflation risk. Risk associated with equity investing include stock values which may fluctuate in response to the activities of individual companies and general market and economic conditions. There are risks associated with investing in Real Assets and the Real Assets sector, including real estate, precious metals and natural resources. Investments can be significantly affected by events relating to these industries. All investments include a risk of loss that clients should be prepared to bear. The principal risks of SineCera Capital strategies are disclosed in the publicly available Form ADV Part 2A.


What it Takes to Build a Successful Business Venture With Kim Overton (Ep. 14)

All great businesses begin with an idea. But what’s the secret behind turning an idea into a thriving enterprise?

Find out in this episode, as Kevin Kaylakie speaks with Kim Overton, the founder and CEO of SPIbelt. Kim reveals how SPIbelt went from a small, local startup to a globally successful company with sales in over 40 countries. She also shares the biggest mistakes that she made during her entrepreneurial journey — and how she overcame them.

Kim discusses: 

  • ”06:35” How the idea for SPIbelt was born
  • ”10:10” Key organic growth strategies that she used during SPIbelt’s first year
  • ”12:58” How SPIbelt ended up getting significant media coverage (including the QVC television network!)
  • ”18:50” SPIbelt’s future growth plans
  • ”20:08” Her best advice for up-and-coming entrepreneurs
  • And more


Connect With Kim Overton:

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About Our Guest:

Kim Overton is the Founder and CEO of SPIBelt (small personal item belt). In 2006, Kim went for a run and faced a problem familiar to runners, where to stash her keys. Frustrated but motivated, Kim purchased the materials for the initial prototype, and began creating an answer. Soon, Kim had assembled the first belt and quickly knew she was onto something, officially launching SPIbelt at the Austin Marathon in February of 2007. Today, you can find SPIbelt products in over a thousand stores across the US and in over 40 countries!


Donor-Advised Funds: Doing More Good With Less Money With Brandon O’Neill (Ep. 13)

With every dollar you save in taxes, you have the opportunity to spend more on the betterment of your community.

Are you ready to get the biggest charitable bang for your buck?

In this episode, Kevin Kaylakie speaks with Brandon O’Neill, CFP®, CAP®, a charitable planning consultant for Fidelity Charitable. They unpack strategies to help you amplify your charitable impact through donor-advised funds (DAFs). Brandon also shares ways in which Fidelity Charitable® helps donors make tax-efficient contributions to their favorite charities.

Brandon discusses: 

  • ”03:57” The benefits of DAFs over private foundations and Charitable LLCs
  • ”07:02” How to know if DAFs are ideal for you
  • ”10:40” Reasons to donate appreciated assets (including cryptocurrency!) instead of cash
  • ”17:03” Unique gift planning ideas to improve tax deductibility
  • ”20:49” Potential limitations of donor-advised funds
  • And more


Connect With Brandon O’Neill:

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About Our Guest:

Brandon O’Neill, is a Charitable Planning Consultant for Fidelity Charitable, an independent public charity that has helped donors support more than 328,000 nonprofit organizations with nearly $51 billion in grants since its inception in 1991. In this role, Brandon serves as a premier resource for charitable planning in the South Central Region of the United States. Where it is his responsibility to build relationships with financial advisors, to discuss ways to incorporate charitable giving into clients’ overall financial and wealth management plans. Brandon has held the Certified Financial Planner designation since 2011 and is also a Charter Advisor in Philanthropy holder.


Powering the Future With General Ken Eickmann (Ep. 12)

Electric, natural gas, hydrogen, and nuclear energy. You probably don’t realize how much you rely on them until they are no longer there.

General Ken Eickmann is a senior research fellow and deputy director at the Center for Energy Security at the University of Texas. Among his many accomplishments, he has chaired committees for the National Academy of Sciences and the National Research Council on energy efficiency and reducing U.S. dependence on foreign fuel.

In this episode, Kevin Kaylakie talks with Ken about building energy for the future. Ken explains the level of dependence the United States has on electric power and whether we have the infrastructure to support the growing demand for electric power. He also discusses how the electric power grid operates and advocates for why we should have a more coordinated approach to how we deal with power issues.

Ken discusses: 

  • ”11:14” The U.S. dependence on electric power
  • ”23:34” What he believes is the future of energy production
  • ”26:51” His thoughts on small modular reactors (SMR)
  • ”33:07” How a large well-functioning power grid could support the economy
  • ”43:19” Advice for the next generation of leaders in the United States
  • And more

Connect With General Ken Eickmann:

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About Our Guest:

General Kenneth E. Eickmann is widely recognized as one of the nation’s leading energy experts. He is a Senior Research Affiliate with the Center for Electromechanics at the University of Texas at Austin and works to bring the emerging knowledge and expertise of the University to bear on the technological needs of the Department of Defense. At the request of the US Air Force and the Department of Defense, Gen. Eickmann chaired three committees for the National Academy of Sciences and the National Research Council focused on energy efficiency.  He also facilitated a National Forum to identify strategic energy goals for the US Air Force and the nation.  In addition, Lt. Gen. Eickmann chaired an Air Force Installation Energy Study designed to determine how best to ensure our nation’s military installations have energy for mission-critical capabilities.  As a follow-up to that study, he chaired a national workshop at the National Academy of Sciences focused on energy and water reduction in the industrial processes at Department of Defense laboratories, test centers, and depots.  General Eickmann spent 6 years on the Air Force Science & Technology Board (now the AF Studies Board) and several years on the Military Advisory Board for the Center for Naval Analysis which published studies laying out the National Security Imperative to Reduce U.S. Oil Dependence, the National Security Implications of Global Climate Change, and a review of the link between National Security & Assured Electrical Power. More recently he worked with the Center on an assessment of the strategic implications of limited access to clean water around the world. 

During his active duty career, General Eickmann completed 22 assignments, including serving as the Commander of the Oklahoma City Air Logistics Center, the largest military industrial complex in the United States, and later as Commander of the Aeronautical Systems Center, Wright-Patterson AFB, OH, where he led the nation’s largest center of excellence for research, development, and acquisition of aircraft, aeronautical equipment, and munitions. Prior to those assignments, General Eickmann served as the Deputy Chief of Staff for two of the Air Force’s Major Commands; the Pacific Air Forces and Air Force Materiel Command. In addition, the General played an integral role in the rescue and recovery efforts for several disasters including, the San Francisco Earthquake, the eruption of Mt. Pinatubo in the Philippines, and the Oklahoma City Bombing. The State of Oklahoma declared July 11, 1995, as “General Ken Eickmann Day” in recognition of his leadership and assistance to Federal and State rescue and recovery efforts following the April 19, 1995, bombing of the Alfred P. Murrah Building in Oklahoma City.  General Eickmann also served for a number of years as the State Vice Chairman of the Texas Engineers Task Force for Homeland Security.  

General Eickmann is a Registered Professional Engineer and is certified as an Acquisition Professional in Logistics, Program Management, and Systems Planning, Research, Development & Engineering.  He is also a recognized expert in propulsion technology and has published several papers in technical journals in the U.S. and overseas.  He is a graduate of the University of Texas, the University of Michigan Executive Business Program, the John F. Kennedy School of Government at Harvard University, the Industrial College of the Armed Forces, the Air War College, and the National Defense University.