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