Tag Archives: PersonalFinance

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

Connect With SineCera Capital:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.

Connect With SineCera Capital:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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:

Connect With SineCera Capital:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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!

Connect With SineCera Capital:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More