Category Archives: Education

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Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , ,

Ultra-high-net-worth families need a trusted collaborative partner who will bring clarity, instill confidence, and help align their wealth with well-defined goals.

This is what Kevin Kaylakie and his team at SineCera Capital work to provide each and every client.

In this episode, SineCera Capital’s Chief Investment Officer, Adam Packer, joins Kevin to discuss this framework and how they apply it to the due diligence and management of alternative investments.

Adam & Kevin discuss: 

  • ”01:40” An introduction to the SineCera Capital process
  • ”03:22” Three types of investment clients 
  • ”11:30” How SineCera Capital approaches education with their clients on the alternative investment due diligence process
  • ”18:29” What makes the process truly work
  • And more

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About Our Guest:

Adam Packer is the CIO for SineCera Capital in Austin, Texas. He is responsible for overseeing the due diligence and investment selection process for all investments, both public and private, for SineCera Capital. Adam earned his BA in Business Economics from the University of California at Los Angeles (UCLA), with minors in Accounting and Philosophy. He is both a CFA and CAIA charterholder.

 

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Solving Biotech’s Biggest Digital Challenges With Yash Sabharwal (Ep. 10)

Education, Finance, Financial, Uncategorized, , , , , , , , , , ,

The pharmaceutical and biotech industry is facing a major challenge: How to effectively scale and distribute drugs. 

This is partially due to outdated software tools in the industry— and that is exactly what CherryCircle Software’s co-founder, CEO, and product visionary, Yash Sabharwal, wants to solve.

In this episode, Kevin Kaylakie welcomes Yash to explore his story of entrepreneurship with CherryCircle and why he believes they are creating a powerful solution for the pharmaceutical and biotech industry’s biggest digital challenges. In addition, he explains why the concept of reinvention is important to him and how he has evolved over the years.

Yash discusses: 

  • ”05:00” The problem with antique software tools
  • ”16:16” How CherryCircle Software solves common software issues
  • ”26:51” How he learned about the business side of running a company and applied it to his entrepreneurial ventures 
  • ”33:00” Why building a strong culture within your business is so important
  • And more

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About Our Guest:

Co-founder, CEO, and Product Visionary at CherryCircle Software, Yash Sabharwal, is a successful serial entrepreneur tackling complex problems in the life sciences. Yash started CherryCircle in 2017 to develop the QbDVision knowledge management platform for the pharmaceutical and biotech industry. Prior to starting CherryCircle, Yash was a co-founder and Chief Operating Officer at Xeris Pharmaceuticals. During his tenure at Xeris, Yash was responsible for the manufacturing process development and scale-up activities related to the lead drug development program. While managing these activities, Yash became acutely aware of the limitations of the current solutions for the aggregation and analysis of all the data generated over multiple years of development. Further discussions with industry veterans confirmed the need for a solution like QbDVision.

Prior to starting Xeris in Austin, Yash co-founded Optical Insights in 1997 to solve imaging challenges in biomedical applications. Optical Insights was acquired by Roper Industries in 2005. Xeris Pharmaceuticals completed its IPO in 2018 and the products Yash helped launch are now FDA-approved products.

Over the years, he has been a mentor to budding entrepreneurs within the Austin community including support of many local incubators. From 2014 to 2017, Yash was a director on the board of the Austin Technology Council. He also served as an advisor to the Texas Health Catalyst program of the University of Texas Dell Medical School.

Yash has a B.S. in Optics from the University of Rochester and an M.S. and Ph.D. in Optical Sciences from the University of Arizona.

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The Golden Period of Estate Planning With Doug Paul (Ep. 9)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , ,

The labyrinth of estate planning involves navigating goals, assets, taxes, investments, and the future. Flexibility is key.

In this episode, Kevin Kaylakie is joined by Doug Paul of McGinnis Lochridge law firm. Doug shares several tax planning tools you can apply to your estate plan. He also explains why he believes this is the golden period of estate planning and how potential changes from Congress will impact the future of estate planning.

Doug discusses: 

  • ”02:52” The most common questions he hears about estate planning
  • ”06:47” Simple tax planning tools and techniques such as donor advised funds and qualified charitable distributions (QCD)
  • ”14:15” More complex tax planning tools like Roth IRA conversions
  • ”20:35” What it means when people are getting assets out of their estate
  • Charitable Lead Trusts
  • Family Limited Partnerships or LLCs
  • And more

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About Our Guest:

Doug focuses his practice on estate planning through the use of trusts, family business entities, and life insurance. His experience includes charitable planning, asset protection planning, and planning to mitigate transfer tax and income tax. He is an expert in charitable planning, asset protection planning, and planning for mitigation of transfer tax and income tax.

Doug is a frequent speaker at various estate planning organizations and associations including: Austin Financial Planners Association, Texas Association of Insurance and Financial Advisors, Victoria Estate Planning Council, and the National Business Institute-CPA/CLE, Austin Chapter of CPAs.

 

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Angel Networks and Seed Stage Funding With Hall Martin (Ep. 8)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , ,

As a startup business, finding investors can be a difficult process. It’s always nice to have help guide you through the process and connect you with the right people.

In this episode, Kevin Kaylakie speaks with Hall Martin, Founder & CEO of TEN Capital Network. Hall shares how his firm helps connect startup companies with investors, the background of his work and the evolution of TEN Capital Network. Plus, details about their program and who it works best for.

Hall discusses: 

  • ”01:27” The story of his background and TEN Capital Network
  • ”12:15” What the ideal company looks like that should be reaching out to TEN Capital as a service platform
  • ”19:00” The success rate of companies who come through the TEN Capital Network
  • ”23:56” One of his favorite success stories
  • And more

Resources: 

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About Hall Martin:

Hall launched TEN Capital as the Texas Entrepreneur Networks in 2009. Today, the firm has over 12,000 investors in its network, and has helped startups raise over $700M and counting.

Hall serves as the Vice-Chair of the Baylor Angel Network. He previously led the Central Texas Angel Network (CTAN) as its first Executive Director, where he achieved over a 40X return for the investors.

He is the founder and director of the Texas Open Angel Network, which is a 501(c)(3) non-profit dedicated to the education of angel investors. As a part of that program, he hosts the Investor Connect podcast series.

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The One Question Every Family Asks Me — With Dan Golosovker (Ep. 7)

Education, Finance, Financial, , , , , , , , , ,

The number one problem ultra high net worth families face is finding a resource that helps them have a complete view of their wealth as a family, regardless of where the assets are managed or by whom they are managed by.

That’s why SineCera Capital enlisted Addepar to help solve this problem.

In this episode, Kevin Kaylakie has a conversation with Addepar’s Head of Portfolio and Market Analytics, Dan Golosovker. As a leading provider of technology and wealth management solutions for investment advisors and family offices, Addepar and Dan work to help investors have a better understanding of the flow of their wealth through their unique solutions. 

Dan discusses: 

  • ”01:28” His background and how he came to be the head of portfolio and market analytics for Addepar
  • ”06:01” What is Addepar and how the platform benefits their clients
  • ”11:23” The data pledge for privacy Addepar takes, and what The Investment Sentiment Index is
  • ”22:30” What happened to the market in March 2020
  • And more

Resources: 

Connect With Dan Golosovker:

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The Power and Importance of Capturing Family Memories with Mike O’Krent (Ep. 6)

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Memories are invaluable. Everyone has their own story, and family stories are what maintain the family culture that can easily be lost over time. 

Will you let those memories fade — or will you capture them through visual storytelling? 

In this episode, Kevin Kaylakie is joined by Mike O’Krent, founder of Life Stories Alive. With a passion for helping families tell their stories, Mike details his background and how he got started with Life Stories Alive. Plus, he showcases just how powerful and important storytelling is by sharing some of the experiences he’s had through his years interviewing families.

Mike and Kevin discusses: 

  • ”01:26” Mike’s background and how he got started in creating Life Stories Alive
  • ”11:51” Mike talks about his experience speaking on a TedX stage
  • ”13:45” How you can convince family members that their stories are worth telling
  • ”21:22” The biggest regret Mike hears from people he interviews
  • And more

Resources: 

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About Our Guest:

Mike O’Krent is the founder of LifeStories Alive, LLC, a business specializing in the making of personal history “legacy” videos for families, businesses and non-profit organizations.

In a life-changing experience, from 1996 through 2000 Mike interviewed Holocaust survivors for Steven Spielberg’s Survivors of the Shoah Visual History Foundation, now the USC Shoah Foundation.  It was through that experience he discovered the significance and technique of recording the life stories of loved ones, which forms the basis for his LifeStories business.

Since founding the business in 2006, Mike has expanded its expertise beyond capturing personal histories for families to now include recording the histories of businesses and non-profit organizations. The professionally produced videos can be used externally to promote the organization or internally as a training tool for new employees/volunteers. 

Mike is also a Co-Founder of Caregiver Plan, a unique online system of care planning and monthly professional activity programming. It helps caregivers themselves and their families achieve a better quality of life.

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How Family Office Services at SineCera Capital is Different (Ep. 5)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , , , , , , ,

Many wealth management firms use the term “family office services.” But very few truly provide the level and scope of services that families with significant wealth need.

In this episode, Kevin Kaylakie joins Connee Sullivan, SineCera Capital’s Head of Family Office Services, to discuss how SineCera Capital sets itself apart. Connee discusses the role she plays and outlines how they work to meet the needs of high net worth families with in-depth services.

Connee and Kevin discuss: 

  • 7:26 Why families with significant wealth need someone like SineCera Capital to help with their financial administration 
  • 10:37 The immense honor of crafting a family’s mission statement 
  • 13:26 What philanthropy entails
  • And more

Resources: 

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Seeing the Forest for the Trees (Ep. 4)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , ,

Risk parity skeptics, get ready to discover the true value of implementing this strategy into your investment portfolio.

In this episode, Kevin Kaylakie and Adam Packer discuss SineCera Capital’s risk parity approach and reveal how they assemble each piece of this strategy to create an “all-weather” investment approach that serves the unique needs of high net worth investors. 

Plus, they share the most common critiques about risk parity and reveal ways they uncover the true value of this strategy.

Kevin and Adam discuss: 

  • 2:05 The theory behind SineCera Capital’s portfolio construction 
  • 11:00 Why people like to point to leverage as what’s wrong with risk parity 
  • 12:55 Three of the common critiques and how SineCera Capital debunks them 
  • And more

Resources: 

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Behavioral Finance as the Basis. Empirical Finance as the Solution. (Ep. 3)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , ,

SineCera Capital’s unique investment philosophy is rooted in behavioral finance, a study of how your money decisions are impacted by psychological, social, and cultural influences.

In this episode of Uncorrelated Minds, Kevin Kaylakie and Adam Packer reveal some insightful information about SineCera Capital’s investment philosophy and how the team helps build wealth solutions for high-net worth clients.

Kevin and Adam discuss: 

  • 04:24 How SineCera builds client investment profiles with loss aversion questionnaires 
  • 11:18 Why SineCera is balancing risk opposed to balancing asset allocation 
  • 15:28 SineCera’s purpose-driven investing philosophy 
  • And more

Resources: 

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Meet SineCera Capital’s Connee Sullivan and Adam Packer (Ep. 2)

Education, Finance, Financial, Uncategorized, , , , , , , , , , , ,

While Kevin Kaylakie has worked hard to make SineCera Capital synonymous with an extraordinary client experience, he hasn’t accomplished this alone. Standing beside him each step of the way are his partners, Connee Sullivan and Adam Packer.

In this episode of Uncorrelated Minds, meet Connee, the Head of Family Office Services, and Adam, SineCera’s Chief Analyst. They discuss their positions at the firm and the ways they serve clients while also sharing a bit about who they are outside of the office.

We discuss:

  • 01:00 Connee and how she helps clients 
  • 04:54 Who is on Connee’s team and what they do 
  • 06:13 What Connee does for fun when not working 
  • 07:05 One thing most people don’t know about Connee 
  • 07:37 How long Connee has been at SineCera 
  • 07:56 What the job of SineCera’s Chief Analyst entails 
  • 10:23 How Adam started his career in the industry 
  • 14:00 What made Adam want to join the firm 
  • 15:00 The mentoring Adam is involved with outside of working at the firm 
  • And more!

Tune in today to meet Connee and Adam and to learn about the expertise they have to offer!

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