7 in 7 Show with Zack Ellison

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The show this week features part B of the interview with Dr. Eddie Sanchez, who has over 25 years of experience as a hedge fund portfolio manager and securities analyst. He managed long/short Technology and Telecommunications portfolios at Citigroup Investments, First New York Securities, The Galleon Group, Credit Suisse, and the Blackthorn Group. Dr. Sanchez is currently a Clinical Assistant Professor at Warrington College of Business at the University of Florida. Previously, he was an Assistant Professor of Instruction and the Director of the Bloomberg Lab at the University of South Florida, Mumma College of Business. Dr. Sanchez’s research interests are in Municipal Bonds, Hedge Funds, Mutual Funds, Capital Markets, and Financial Institutions. He has taught Executive and On-line MBA courses in financial statement analysis and corporate financial planning, as well as undergraduate courses in principles of investments, advanced investment analysis and management, and financial markets and institutions. He received a Doctorate in Business Administration with a concentration in Finance from the University of Florida. In this episode, Zack Ellison and Dr. Eddie Sanchez discuss: 1. Evaluating Tech Innovations 2. Tech Company Valuations 3. AI's Financial Impact 4. Tech Stock Analysis 5. Venture Debt Insights 6. Equity vs. Debt Financing 7. Future Cash Flow Importance LEARN MORE: - Zack Ellison: https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ DISCLAIMER: https://7in7show.com/disclaimer/

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The show this week features Dr. Eddie Sanchez, who has over 25 years of experience as a hedge fund portfolio manager and securities analyst. He managed long/short Technology and Telecommunications portfolios at Citigroup Investments, First New York Securities, The Galleon Group, Credit Suisse, and the Blackthorn Group. Dr. Sanchez is currently a Clinical Assistant Professor at Warrington College of Business at the University of Florida. Previously, he was an Assistant Professor of Instruction and the Director of the Bloomberg Lab at the University of South Florida, Mumma College of Business. Dr. Sanchez’s research interests are in Municipal Bonds, Hedge Funds, Mutual Funds, Capital Markets, and Financial Institutions. He has taught Executive and On-line MBA courses in financial statement analysis and corporate financial planning, as well as undergraduate courses in principles of investments, advanced investment analysis and management, and financial markets and institutions. He received a Doctorate in Business Administration with a concentration in Finance from the University of Florida. In this episode, Zack Ellison and Dr. Eddie Sanchez discuss: 1. Evaluating Tech Innovations 2. Tech Company Valuations 3. AI's Financial Impact 4. Tech Stock Analysis 5. Venture Debt Insights 6. Equity vs. Debt Financing 7. Future Cash Flow Importance LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The show this week features part two of the conversation with Sherman Williams, the co-founder and Managing Partner of AIN Ventures. Sherman has an extensive history investing in dual-use technology subsegments, such as space technology and healthcare technology. Sherman has been the VC-in-Residence to several Techstars programs and is also a Kauffman Fellow ('26). Prior to becoming an early stage investor, Sherman gathered six years of financial transaction experience as a Healthcare Technology M&A Investment Banker. Sherman started his career as a Naval Intelligence Officer and holds an MBA from the University of Chicago and a Bachelor of Science degree from the United States Naval Academy. In this episode, we discuss: 1. Big Investment Opportunities in Dual-Use Technologies 2. Reasons that Military Veterans Make Great Founders 3. In-the-Box Experience for Out-of-the-Box Thinking 4. Venture Debt as a Founder-Friendly Complement to Equity Financing 5. The Importance of Founder Leadership, Resourcefulness, and Grit 6. Why Adaptability is Imperative for Success 7. The Significance of Technical Expertise in Founding Teams LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The show this week features Sherman Williams, the co-founder and Managing Partner of AIN Ventures. Sherman has an extensive history investing in dual-use technology subsegments, such as space technology and healthcare technology. Sherman has been the VC-in-Residence to several Techstars programs and is also a Kauffman Fellow ('26). Prior to becoming an early stage investor, Sherman gathered six years of financial transaction experience as a Healthcare Technology M&A Investment Banker. Sherman started his career as a Naval Intelligence Officer and holds an MBA from the University of Chicago and a Bachelor of Science degree from the United States Naval Academy. In this episode, Zack Ellison and Sherman Williams discuss: 1. Big Investment Opportunities in Dual-Use Technologies 2. Reasons that Military Veterans Make Great Founders 3. In-the-Box Experience for Out-of-the-Box Thinking 4. Venture Debt as a Founder-Friendly Complement to Equity Financing 5. The Importance of Founder Leadership, Resourcefulness, and Grit 6. Why Adaptability is Imperative for Success 7. The Significance of Technical Expertise in Founding Teams LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The guest this week is Digvijay "Sunny" Singh, an entrepreneur, investor, academic and technologist. After serving in the New York Police Department, Sunny earned two Master's degrees and Ph.D. in Electrical Engineering and Computer Science from UCLA. He then founded, operated and successfully exited two startups and later became a very active startup and real-estate investor. Sunny was past president of Tech Coast Angels, the largest angel investing network in the United States that has been running for nearly 25 years. He is currently Managing Partner at Alleyway Capital, which acquires e-commerce software startups. In this episode, Zack Ellison and Sunny Singh discuss: 1. Evolving with the Times: Navigating the Changing VC Landscape 2. Beyond Tech Hubs: The Power of Geographical Diversity 3. Uncovering VC Gaps: Underserved Sectors and Founders 4. Down Rounds Dissected: Signals to Investors 5. Strategic Venture Debt: A Shield Against Down Rounds 6. Protracted Funding Challenges: Surviving the Startup Journey 7. Investor's Toolkit: The Art of Diversified Innovation Investing LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Welcome to another episode of The 7 in 7 Show with Zack Ellison, which features full length interviews with the world’s leading investors in innovation. The guest this week is Digvijay "Sunny" Singh, an entrepreneur, investor, academic and technologist. After serving in the New York Police Department, Sunny earned two Master's degrees and Ph.D. in Electrical Engineering and Computer Science from UCLA. He then founded, operated and successfully exited two startups and later became a very active startup and real-estate investor. Sunny was past president of Tech Coast Angels, the largest angel investing network in the United States that has been running for nearly 25 years. He is currently Managing Partner at Alleyway Capital, which acquires e-commerce software startups. In this episode, Zack Ellison and Sunny Singh discuss: 1. Evolving with the Times: Navigating the Changing VC Landscape 2. Beyond Tech Hubs: The Power of Geographical Diversity 3. Uncovering VC Gaps: Underserved Sectors and Founders 4. Down Rounds Dissected: Signals to Investors 5. Strategic Venture Debt: A Shield Against Down Rounds 6. Protracted Funding Challenges: Surviving the Startup Journey 7. Investor's Toolkit: The Art of Diversified Innovation Investing LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Adrian Mendoza is the founder and general partner at Mendoza Ventures which is both Latinx and woman-owned and the first Latinx-founded VC fund on the east coast. His firm focuses on investments in Fintech, AI, and Cybersecurity, with diversity playing an important role in their investment decisions—about 80% of their portfolio consists of startups led by immigrants, people of color, and women. Since its founding seven years ago, Mendoza Ventures has raised two funds and had two successful exits. The firm is currently raising its third fund, a $100M fintech fund anchored by Bank of America, focused on early growth funding rounds. In 2022, Axios Magazine listed Adrian as one of the five most influential people in Boston and the LA Times honored Adrian as a DEI visionary as one of California’s most prominent game-changers and thought leaders in the business world today. Adrian is also a regular contributor on CNBC on the state of Venture capital in the US and the firm has recently been covered in Forbes, Bloomberg, and The Boston Globe. In this episode Zack Ellison and Adrian discuss: 1. Weaknesses of the Power Law Method in VC 2. Venture Debt and Equity Synergies 3. Benefits of Venture Debt 4. The Second AI Hype Cycle 5. Cybersecurity and FinTech Opportunities 6. Show me the Money! Why Revenue Matters Most 7. Ideal Scenarios for Utilizing Venture Debt LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Adrian Mendoza is the founder and general partner at Mendoza Ventures which is both Latinx and woman-owned and the first Latinx-founded VC fund on the east coast. His firm focuses on investments in Fintech, AI, and Cybersecurity, with diversity playing an important role in their investment decisions—about 80% of their portfolio consists of startups led by immigrants, people of color, and women. Since its founding seven years ago, Mendoza Ventures has raised two funds and had two successful exits. The firm is currently raising its third fund, a $100M fintech fund anchored by Bank of America, focused on early growth funding rounds. In 2022, Axios Magazine listed Adrian as one of the five most influential people in Boston and the LA Times honored Adrian as a DEI visionary as one of California’s most prominent game-changers and thought leaders in the business world today. Adrian is also a regular contributor on CNBC on the state of Venture capital in the US and the firm has recently been covered in Forbes, Bloomberg, and The Boston Globe. In this episode Zack Ellison and Adrian discuss: 1. Weaknesses of the Power Law Method in VC 2. Venture Debt and Equity Synergies 3. Benefits of Venture Debt 4. The Second AI Hype Cycle 5. Cybersecurity and FinTech Opportunities 6. Show me the Money! Why Revenue Matters Most 7. Ideal Scenarios for Utilizing Venture Debt LEARN MORE: - Zack Ellison: ⁠https://www.linkedin.com/in/zackellison/ - The 7 in 7 Show: ⁠https://7in7show.com/ - A.R.I. Venture Debt: ⁠https://www.arivc.com/ - DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from ⁠https://7in7show.com/⁠ Mike Ryan (⁠https://www.bulletpoint.network/⁠), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss: 1. From Hype to Hustle: Startups Adapt to Pragmatic Capital Raising 2. Post-Bubble Capital Raising: Crafting a Credible Business Plan 3. The AI Gold Rush: Separating Hype from Prudent Investment 4. Unlocking the Power of AI: Strategies to Avoid Deception 5. Capitalizing on Scarcity for Downside Protection and Upside Returns 6. The Venture Debt Landscape: Opportunities and Risks for Investors 7. Betting on Growth: Unveiling the Formula for Investment Success LinkedIn: ⁠https://www.linkedin.com/in/mike-ryan-9415598/⁠ Company LinkedIn: ⁠https://www.linkedin.com/company/bulletpointnetwork/ ⁠ Website: ⁠https://www.bulletpoint.network/bpn-homepage⁠ Twitter: ⁠https://twitter.com/mikeryanbpn⁠ To see short videos of all our best investing tips check out our: Instagram: ⁠⁠https://www.instagram.com/7in7show/⁠ TikTok: ⁠⁠https://www.tiktok.com/@7in7show⁠ YouTube: ⁠⁠https://www.youtube.com/@7in7show ⁠ Facebook: ⁠⁠https://www.facebook.com/7in7show⁠ Twitter: ⁠⁠https://twitter.com/7in7show⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/zackellison/⁠ iTunes: ⁠⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927⁠ ⁠ Spotify: ⁠⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX⁠ Website: ⁠⁠https://7in7show.com/⁠ Work with A.R.I.: ⁠⁠https://www.arivc.com/⁠ DISCLAIMER: ⁠https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Mike Ryan (https://www.bulletpoint.network/), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio. In this episode Zack Ellison and Mike Ryan discuss: 1. From Hype to Hustle: Startups Adapt to Pragmatic Capital Raising 2. Post-Bubble Capital Raising: Crafting a Credible Business Plan 3. The AI Gold Rush: Separating Hype from Prudent Investment 4. Unlocking the Power of AI: Strategies to Avoid Deception 5. Capitalizing on Scarcity for Downside Protection and Upside Returns 6. The Venture Debt Landscape: Opportunities and Risks for Investors 7. Betting on Growth: Unveiling the Formula for Investment Success LinkedIn: https://www.linkedin.com/in/mike-ryan-9415598/ Company LinkedIn: https://www.linkedin.com/company/bulletpointnetwork/ Website: https://www.bulletpoint.network/bpn-homepage Twitter: https://twitter.com/mikeryanbpn To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/ TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.arivc.com/ DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Kelly Perdew (https://www.moonshotscapital.com/) is the Co-Founder and Managing General Partner of Moonshots Capital. Kelly shares his journey from high school in Wyoming to West Point, his military service, and his transition into entrepreneurship and venture capital. He highlights Moonshots Capital's focus on investing in extraordinary leadership and how military veterans often bring valuable qualities to the business world. In this episode, Zack and Kelly discuss: 1. Mastering Media: Lessons from Working with Donald Trump on The Apprentice 2. Smart Funding: Extending Startup Runway to Ensure Survival 3. Startup Survival: Outrunning the Bear and Navigating the Valley of Death 4. Unlocking Growth Potential: How Venture Debt Fuels Startup Success 5. A Decade of Dedication: How Reputation Powers Investment Success 6. From Battlefield to Boardroom: The Unique Strengths Veterans Bring to Startups 7. How Military Bonds Shape Game-Changing Venture Investments Website: https://www.moonshotscapital.com/ Website: http://www.kellyperdew.com/ LinkedIn: ⁠https://www.linkedin.com/in/kellyperdew/⁠ Twitter: ⁠https://twitter.com/kperdew⁠ To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Kelly Perdew (https://www.moonshotscapital.com/) is the Co-Founder and Managing General Partner of Moonshots Capital. Kelly shares his journey from high school in Wyoming to West Point, his military service, and his transition into entrepreneurship and venture capital. He highlights Moonshots Capital's focus on investing in extraordinary leadership and how military veterans often bring valuable qualities to the business world. In this episode, Zack and Kelly discuss: 1. Mastering Media: Lessons from Working with Donald Trump on The Apprentice 2. Smart Funding: Extending Startup Runway to Ensure Survival 3. Startup Survival: Outrunning the Bear and Navigating the Valley of Death 4. Unlocking Growth Potential: How Venture Debt Fuels Startup Success 5. A Decade of Dedication: How Reputation Powers Investment Success 6. From Battlefield to Boardroom: The Unique Strengths Veterans Bring to Startups 7. How Military Bonds Shape Game-Changing Venture Investments Website: https://www.moonshotscapital.com/ Website: http://www.kellyperdew.com/ LinkedIn: https://www.linkedin.com/in/kellyperdew/ Twitter: https://twitter.com/kperdew To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Richard Hillson (https://www.hillsonconsulting.com), is the Founder of Hillson Consulting, an investment consultancy that helps leading independent Registered Investment Advisors (RIAs) and family offices improve their product offerings and portfolio construction, predominantly through alternative investments that help to generate optimal portfolio diversification and higher risk-adjusted returns. In this episode, Zack and Richard discuss: 1. The Alts Revolution - New Investment Opportunities for RIAs 2. Alternative Investing: Diversification Within Diversification Within Diversification 3. Invest Like a Pro: Diversification's Role in Risk Management LinkedIn: https://www.linkedin.com/in/richard-hillson-46390a8/ Website: https://www.hillsonconsulting.com/ Website: https://www.thirdsevencapital.com/ Twitter: https://twitter.com/richardlhillson Facebook: https://www.facebook.com/richard.hillson To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/ TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/ DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Anthony Scaramucci (https://www.skybridge.com/), Founder and Managing Partner of Skybridge, talks about his journey from working at Wall Street to the steps of the White House. Discover his investment principles, including the importance of long-term investing and the potential of AI and crypto ETFs. In this episode, Zack and Anthony discuss: 1. Long-Term Investing: The Recipe for Success 2. Innovation as the Key Asset Class 3. Diversifying Your Portfolio with Venture Debt and Private Equity Linkedin: https://www.linkedin.com/in/anscaramucci/ Website: https://www.skybridge.com/ Twitter: https://twitter.com/Scaramucci Instagram: https://www.instagram.com/scaramucci/ Youtube: https://www.youtube.com/watch?v=IKKMkKvFXN4 To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/ TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/ DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Art Hogan (https://brileywealth.com/), Chief Market Strategist at B. Riley Wealth, is one of the leading Wealth Advisors in the country. With over 30 years of experience, Art shares his insights on investment principles, the importance of rebalancing, and how to navigate paradigm shifts like AI. In this episode, Zack and Art discuss: 1. Avoiding Down Rounds 2. Venture Debt Explained 3. Tech Opportunities LinkedIn: https://www.linkedin.com/in/arthogan/ Website: https://brileywealth.com/ Twitter: https://twitter.com/arthurhoganiii To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/ TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/ DISCLAIMER: https://7in7show.com/disclaimer/ The views expressed are those of the presenters and do not necessarily reflect the views of B. Riley Wealth or its affiliates. B. Riley Wealth, nor its affiliates, makes no representation concerning and does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion or view presented.

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Stefan Whitwell (https://whitwelladvisors.com/), founder and Chief Investment Officer of Whitwell & Co. enjoys helping business owners prepare for the sale of their businesses and be more strategic in how they fund their business in its early growth stages. Stefan shares his extensive experience in finance and discusses the intersection of AI, automation, and the investment industry. In this episode, Zack and Stefan discuss: 1. The Wisdom of Following Market Trends 2. The Dangers of Stagnant Portfolio Strategies 3. Is AI Going to Hurt White Collar Workers the Most? LinkedIn: https://www.linkedin.com/in/whitwell/ Twitter: https://www.twitter.com/Whitwell247 Instagram: https://www.instagram.com/stefanwhitwell/ Facebook: https://www.facebook.com/ActionDaddy/ Youtube: https://www.youtube.com/@tax-planning-team Podcast: https://celebratelikeaceo.podbean.com/ To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/ TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/ DISCLAIMER: https://7in7show.com/disclaimer/

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Chad Smith (www.reveillewealth.com) is one of the founders and managing partners of Reveille Wealth Management, based in Atlanta, GA. His background as an investment analyst and consultant spans over 25 years, serving institutional, corporate, and individual investors. He serves on Reveille’s Investment Committee and is one of the Portfolio Management Directors. In this episode, Zack and Chad discuss: 1. Capital Market Agility: Riding Highs, Avoiding Lows 2. Simplicity Always Works 3. Innovation Fuels Value Creation 4. Venture Debt in Rising Interest Rates LinkedIn: https://www.linkedin.com/in/chadsmithrwm/ Company: https://www.reveillewealth.com/ Website:  https://www.reveillewealth.com/ LinkedIn:  https://www.linkedin.com/in/reveillewealth  Facebook:  https://www.facebook.com/reveillewealth   Instagram:  https://www.instagram/reveillewealth To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/ Chad Smith Financial Advisor, RJFS   Reveille Wealth Management 525 Westpark Drive, Ste 100 // Peachtree City, GA 30269 O 678.489.7314 // TF 866.980.3230 // www.reveillewealth.com   Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.   Any opinions are those of Chad Smith and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.   Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.   Raymond James is not affiliated with and does not endorse the opinions or services of Zack Ellison.

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Jane Leung (https://www.hivewealth.com/) is a strategic advisor at Hive Wealth, an innovative wealth platform that is creating social impact by democratizing the Family Office and providing opportunities for the 99% to build and grow meaningful multi-generational wealth. In this episode, Zack and Jane discuss: 1. Passive vs. Active Investing: A Tale of Bull And Bear Markets 2. Maximizing Returns With Cutting-Edge Technology 3. Venture Debt is The Hot Topic Among Investors 4. Know Your Investments Linkedin: https://www.linkedin.com/in/jane-leung-4733505/ Website: https://www.hivewealth.com/ Twitter: https://twitter.com/janeleung To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/

William (Bill) J. Kelly (https://caia.org/) is the President & CEO of the CAIA Association. He was previously the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.  In this episode, Zack and William discuss: 1. Are You Truly Diversified? The 60-40 Portfolio Misconception 2. Choosing the Right Venture Debt Manager 3. Why Baby Boomers Should Embrace Innovation in Investments 4. Ideal Principles For Investing  LinkedIn: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/ Twitter: https://twitter.com/CAIA_BillKelly Website: https://caia.org/ Article: https://www.hbscny.org/events/register-caia-ceo-bill-kelly-on-the-portfolio-of-the-future-allocation-democratization-and-education-virtual/ Blog: https://caia.org/blog/2022/12/14/educational-alpha-what-baffles-me To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/

Aofin Devitt (https://monetagroup.com/) takes us on her journey from corporate lawyer to accomplished CIO, sharing her insights on ESG investing, portfolio management, and driving economic efficiency.  In this episode Zack Ellison and Aoifinn Devitt discuss: 1. Differentiating ESG Investments 2. Balancing Risk and Resilience 3. Democratization of Alternatives 4. The Appeal of Venture Debt LinkedIn: https://www.linkedin.com/in/aoifinndevitt/ Website: https://monetagroup.com/ Twitter: https://twitter.com/AoifinnDevitt To see short videos of all our best investing tips check out our: Instagram: ⁠https://www.instagram.com/7in7show/  TikTok: ⁠https://www.tiktok.com/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠https://www.linkedin.com/in/zackellison/ iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠  Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/