Tag Archives: Kevin Kaylakie

The Current M&A Market: Is This the Right Time To Sell a Business? With Jack Selman (Ep. 26)

November 3, 2022Education, Finance, Financial, UncategorizedBusiness Owners, Business Sale, Exit Planning, High Net Worth, Jack Selman, Kevin Kaylakie, Mergers and Acquisitions, SineCera, SineCera Capital, Uncorrelated Minds, Wealth Managementuncorrelatedminds

Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management.

Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business?

In this episode, Kevin Kaylakie speaks with Jack Selman, partner at Selman Munson & Lerner P.C., about pre-liquidity planning in the current M&A landscape and how entrepreneurs can optimize their exit strategy.

Kevin and Jack discuss:

The “Great Wealth Transfer” and the rise of private equity
Biggest reasons why family businesses are motivated to sell
How to value a business (and different types of buyers to consider)
Two action steps that Jack suggests based on his past M&A transactions
And more

Resources:

“Who Will Inherit the Family Business? Often, It’s Private Equity” by Wall Street Journal

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Kitchen Table Conversations (Part 1): Key Financial Topics Every Family Should Consider (Ep. 25)

October 19, 2022Education, Finance, Financial, UncategorizedConnee Sullivan, Estate Planning, High Net Worth, Inflation, Kevin Kaylakie, SineCera, SineCera Capital, Tax Planning, Uncorrelated Minds, Wealth Managementuncorrelatedminds

With the end of 2022 fast approaching, several financial issues are top of mind for many families, such as high inflation and year-end tax planning.

In this episode, Kevin Kaylakie and Connee Sullivan join in a kitchen table conversation to address the financial topics that matter most to families. They also share best practices to consider in light of current market conditions and in general.

Kevin and Connee discuss:

Using asset allocation to hedge against the risk of inflation
How donor-advised funds lead to tax-efficient philanthropy
The importance of “ document e-Vaulting” in family affairs
Key cybersecurity measures to ensure protection of financial records
And more

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Fund of Funds: Accessing Top-Tier Venture Capital and Growth Equity Funds With Aram Verdiyan of Accolade Partners (Ep. 24)

August 23, 2022Education, Finance, Financial, UncategorizedAccolade Partners, Aram Verdiyan, Growth Equity, Investing, Kevin Kaylakie, SineCera, SineCera Capital, Uncorrelated Minds, Venture Capital, Wealth Managementuncorrelatedminds

Access to top-performing funds across venture capital and growth equity is often limited to large institutional investors. Having built long-term relationships with these managers, Accolade Partners is able to gain access to their deals and offer high-net-worth clients the opportunity to invest via diversified funds of funds.

In this episode, Kevin Kaylakie talks with Aram Verdiyan, partner at Accolade Partners and one of SineCera Capital’s partners, to break the stigma around fund of funds’ high-cost structure. Aram also shares his experience using concentrated capital allocations to enhance portfolio returns.

Aram discusses:

Three compelling reasons to invest in a fund of funds
Why growth equity remains an immensely underappreciated asset class within private equity
The relevance of blockchain venture funds (with a brief overview of blockchain technology)
How the current recessionary period has impacted valuations
And more

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About Our Guest:

Aram Verdiyan is a partner at Accolade Partners. Previously, he worked on the investment team at Andreessen Horowitz. Before that, Aram worked in BD, sales and marketing at Aviatrix, a cloud native enterprise software company. Aram worked at Accolade from 2012 to 2015 as a Senior Investment Associate and at Deloitte Consulting LLP. He holds an M.B.A from the Stanford Graduate School of Business (GSB) and a B.S. from George Washington University.

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

August 4, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Connee Sullivan, Education, Family Governance, Family Office, Family Office Services, Finance, Financial Administration, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

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:

UN Sustainable Development Solutions Network

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Seeing the Forest for the Trees (Ep. 4)

July 21, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

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:

Uncorrelated Minds: 3. Behavioral Finance as the Basis. Empirical Finance as the Solution.

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

July 9, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

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)

July 8, 2021Education, Finance, Financial, UncategorizedBehavioral Economics, Family Office, Finance, Investing, Kevin Kaylakie, PersonalFinance, Portfolio, Purpose, Risk, SineCera, SineCera Capital, Wealth, Wealth Managementuncorrelatedminds

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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