Tag Archives: Wealth Management


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

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: 

  • ”03:30” Three compelling reasons to invest in a fund of funds
  • ”17:21” Why growth equity remains an immensely underappreciated asset class within private equity
  • ”20:29” The relevance of blockchain venture funds (with a brief overview of blockchain technology)
  • ”33:40” How the current recessionary period has impacted valuations
  • And more

Connect With Aram Verdiyan:

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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.


Early-Stage Venture Capital: Opportunities in Enterprise SaaS & Fintech With Anna Garcia (Ep. 23)

Seed-stage investing is a fascinating space where startups can offer considerable growth potential in their earliest stages. That attractiveness is further fueled by the recent upsurge in successful Enterprise SaaS and B2B Fintech startups.

In this episode, Kevin Kaylakie talks with Anna Garcia, the Founder and Managing Partner of Altari Ventures, a New York–based venture capital fund focused on B2B Fintech and Enterprise SaaS startups. Anna shares her experience in pre-seed, seed, and post-seed funding and insights into her priority investment themes in today’s environment.

Anna discusses: 

  • ”02:10” Her journey as a financial practitioner, an angel investor, and a venture capitalist
  • ”06:57” The key differences between different stages of seed investing
  • ”12:24” Advantages that smaller, newer managers have in venture capital
  • ”19:01” The impact of recession on capital flows into private equity
  • And more

Connect With Anna Garcia:

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About Our Guest:

Anna Garcia, CFA, is the founder and managing partner of Altari Ventures, a New York based venture capital fund focused on pre-seed, seed, B2B, FinTech, and enterprise SaaS. Altari Venture’s priority investment themes include data-driven business intelligence, capital markets technology, institutional asset management technology, CFO tech stack, embedded finance, and decentralized centralized infrastructure conversions.

Immediately prior to founding Altari, Anna was the general partner and co-founder of Runway Venture Partners, a post-seed B2B SaaS fund. Before venture, she spent 17 years on Wall Street in a variety of senior investment banking and asset management roles at Merrill Lynch, Jeffries and JP Morgan.

Since becoming involved in the New York startup ecosystem post financial crisis, Anna has actively leveraged her unique perspective as a financial practitioner and software investor, as well as her extensive network, to source and vet investment opportunities and support portfolio companies’ growth. Anna’s notable investments include Trumid, a FinTech unicorn, Liveoak Technologies acquired by DocuSign, Owlet, taken public in a SPAC IPO, Logiwa, YayPay acquired by Quadient, Agilis, Monit. She was recognized with a market’s choice women in finance 2017 award for excellence in FinTech and named to innovate finance women in FinTech powerless of 2018.


Venture Capital Today: Creating Alliances and Evaluating Market Segments With Steve Brotman (Ep. 22)

Early-stage venture capitalists (VCs) often lack the capital required to fund their pro-rata shares in subsequent financing rounds of their leading portfolio companies. That’s where Alpha Partners, instead of competing head-on against them, partners with early-stage VCs to bridge that capital gap.

In this episode, Kevin Kaylakie talks with Steve Brotman, the managing partner of Alpha Partners and a strategic advisor to Pritzker Group Venture Capital. They talk about Steve’s experience in the venture capital space and some interesting market segments in the current economy.

Steve discusses: 

  • ”04:40” How he came to start his own growth equity firm, Alpha Partners
  • ”17:02” The major barriers to entry in the current venture capital landscape
  • ”22:54” How a potential recession and the rising cost of capital might influence venture capital moving forward
  • ”25:53” Market segments worth looking into during economic downturns
  • And more

Connect With Steve Brotman:

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About Our Guest:

Steve Brotman’s first entrepreneurial effort was when he was the co-founder of a venture-backed company known as the pioneer of online classified advertising platforms called AdOne. He started AdOne as an assignment in an entrepreneurship class at Columbia Business School and the company later signed over one third of the newspaper industry at the time.

He moved on to found Silicon Alley Venture Partners with $15 million assets under management. He later became the co-founder and Managing Director of Greenhill SAVP, a technology and business information services venture capital fund with $100 million under management.

Steve is now the founder and managing partner at Alpha Partners. He is also an entrepreneur, investor and fund manager, and serves as a Strategic Advisor to Pritzker Group Venture 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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Clarity, Confidence, and Purpose in Alternative Investment Management (Ep. 11)

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

Connect With SineCera Capital:

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.



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

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

Connect With Doug Paul:

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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.



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

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


Connect With Hall Martin:

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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.


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

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


Connect With Dan Golosovker:

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

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


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Seeing the Forest for the Trees (Ep. 4)

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


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