Ultra High Net Worth Podcast

Headlines shout. Markets swing. The real risk isn’t volatility, it’s abandoning your plan when it matters most. We sit down with Chad Taylor of Seapoint Wealth Advisors to unpack a clear, calm framework for wealth that holds up under pressure, whether you’re riding a bull market or bracing through a bear. Chad shares the story every investor should hear: a client who was “right” on the way out during 2008 but missed the snapback on the way back in, delaying recovery for years. That’s the tra...

Join us for an eye-opening discussion with seasoned VC founder and investor, Andrew Romans of 7BC Venture Capital. Andrew shares his remarkable journey from founding startups to raising significant funds, leading them to successful IPOs, and eventually creating an innovative venture capital equity exchange fund that allows top-tier founders to diversify their holdings. Diversity is more than a buzzword; it's a strategic advantage in venture capital. Andrew highlights the richness brought by ...

Prepare to be whisked away on a journey through the frontiers of synthetic biology and deep tech with James Wang of Creative Ventures VC. Our latest Ultra High Network podcast unveils the seismic shifts in the pharmaceutical industry and the vital role living organisms play in the advent of new drug creation. James and I will walk you through the intricate landscape of healthcare economics, discussing the hefty toll of healthcare costs on entrepreneurs and exploring the industrial sector's in...

Ready to uncover the ins and outs of the American oil industry? Join us on an enlightening expedition as we sit down with RJ Burr, the CEO and President of Panex. With his deep-rooted family history in the oil business, RJ brings to the table a wealth of knowledge and unique insights about the industry that fuels the daily lives of countless people. The recent economic crisis and pandemic have raised many questions, but also presented numerous opportunities. RJ shares his voyage of sec...

Ever wonder about the giant leap of faith it takes to plunge into the mysterious realm of index funds? Our guest today, Kevin T Carter, who is the founder and Chief Investment Officer at EMQQ Global, shares his thrilling journey of 30-years in the investment world, and the influence of 'A Random Walk Down Wall Street' on his career. Carter speaks candidly about the impact of Warren Buffett and Charlie Munger on his investing philosophy, exposing us to the underbelly of the mutual fund industr...