Wizards Institute

Yonah is a widely acknowledged and sought after cost segregation expert, focusing on multi-family apartment investing.   He saves his clients millions in taxes each year. In this podcast, Yonah shares his insights on:Why B and C class multi-family housing is a great long-term investment in any market environmentHow to legally get returns tax free investing in real estateYonah's podcasts to learn more about cost segregation: https://www.yonahweiss.com/podcastYonah’s LinkedIN: https://www.linkedin.com/in/cost-segregation-yonah-weiss/#wizardsinstitute #10CommandmentsofInvesting #realestate #multifamily

Warren is an active YouTuber providing research, analyses and unique insights on Tesla, SpaceX and Elon Musk.  He is an early investor and follower of Tesla with a fast-growing fan base. In this in-depth interview, we cover Warren’s bull case for Tesla which mirrors early bulls but with twists.   For example, Warren:Presents a convincing case why the traditional ICE vehicle is dead with current Tesla vehicle cost per miles driven at $0.15 vs $0.60 for ICE and why he’s convinced price will soon come down to $0.05/mile for Tesla compact and future vehicles with cheaper batteries;Why he disagrees with Musk that Tesla entertainment and insurance revenues will not be as big an impact, particularly relative to software (e.g. Full Self Driving) revenues;Why he believes SpaceX and Neuralink will likely have even more impact than Tesla itself.An optimist, Warren believes human ingenuity such as that embodied by Musk will solve humanity’s biggest problems, including overpopulation and the burden on our earth.    Join us for this insightful and inspirational interview with Warren Redlich.Here is a link to Warren Redlich YouTube's Channel: https://www.youtube.com/channel/UC5PyBAYohCboit2wCn6e-UQ#wizardsinstitute #10CommandmentsofInvesting #ElonMusk #Tesla

Dr. Sung holds several MIT degrees and is also Professor at the prestigious Fudan University.   As Chairman of Carbonblue he builds and invests in Fintech, blockchain and digital finance ventures .   He is a sought after speaker and leading expert on the space in particular the rise of China’s digital yuan.    Dr. Sung’s full profile is here: https://www.linkedin.com/in/michaelsung99/In this interview we cover the latest blockchain and crypto spaces in West, in Asia and especially China.   Amongst many insights you will learn:1. Two major security flaws with Bitcoin that investors should be aware2. What China is doing in digital currency and why this has far-ranging implications on the global financial systems.3. Update on the hot de-centralized finance (DeFi) space and investment opportunities This is an ongoing Wizards Learning Series on the blockchain and decentralized finance space, an exciting fast-growing investment asset class for many investors.   Here are our other in-depth interviews on this space:1. Victor Li former blockchain analyst at CPPIB, Canada’s largest pension fund https://members.wizards.institute/posts/victor-li-former-cppib-investment-analyst?utm_source=manual2. Bobby Lee, world-famous Bitcoin expert and evangelist https://members.wizards.institute/posts/bobby-lee-bitcoin-expert-evangelist?utm_source=manual#wizardsinstitute #10CommandmentsofInvesting #China #bitcoin #defi

Alex Liu is the Managing Partner and Chairman of the Board of Kearney, a global consultancy with 3,500 staff operating in 40+ countries and 2019 revenues of $1.4 billion. Alex is also Co-Chair at World Economic Forum (WEF) events including the Annual Summit in Davos and the WEF on Africa Summit. From his work at Kearney and formerly as a Partner at the Boston Consulting Group, Alex has advised CEOs and Boards of top Fortune 500 firms in 50 countries.Alex is thus uniquely qualified to share with us his insights on the global economic outlook and investment opportunities during and post covid-19. Alex earned his MBA from Harvard University and a BA in economics from Yale University.Here’s a link to Alex’s Linkedin: https://www.linkedin.com/in/alexliu7

Kai Wu is the founder and Chief Investment Officer of Sparkline Capital, a hedge fund applying state-of-the-art machine learning to mine unstructured data sets with the aim to generate consistent alpha and profits.Our discussion will center on investing - particularly value investing - in the machine age - how big tech and deep learning is disrupting traditional investment models and how investors must heed these trends. For a prelude to this fascinating topic please kindly refer to this post: https://members.wizards.institute/posts/tech-disrupting-value-investingPrior to Sparkline, Kai co-founded and co-managed Kaleidoscope Capital, a quantitative hedge fund with $350 million in AUM. Kai was solely responsible for the models and technology driving the firm’s investment processes. Prior to that, Kai worked at GMO, where he was a member of Jeremy Grantham’s $40 billion asset allocation team. He worked closely with the firm's equity and macro investment teams in Boston, San Francisco, London, and Sydney.Kai graduated from Harvard University Magna Cum Laude and Phi Beta Kappa.Here’s a link to Kai’s Linkedin: https://www.linkedin.com/in/ckaiwu

Our good friend Alvin Wang Graylin is a leading expert and sought after speaker on virtual reality (VR), augmented reality (AR) and artificial intelligence (AI) and an accomplished technology marketer and investor. In this interactive talk we discussed the future and investment opportunities in the VR/AR/AI space as well as Alvin’s view of the general tech and China/Asia/global market environment.Amongst his many roles, Alvin is China President of HTC, a leader in the VR space with its Vive products. Alvin is also Vice Chairman of the Industry of VR Alliance and Prez of the VR Venture Capital Alliance.   On investing, he founded and oversees the ViveX XR Accelerator for three of its six global locations; he is a Founding Director of the Mobile Only Accelerator (MOX).Alvin is a graduate of MIT with a Masters in Science of Mgmt and a MS in Comp Science/Electrical Engineering.

Our good friend Alvin Graylin Wang is a leading expert and sought after speaker on virtual reality (VR), augmented reality (AR) and artificial intelligence (AI) and an accomplished technology marketer and investor. In this interactive talk, we will discuss the future and learn investment opportunities in the VR/AR/AI space and Alvin’s view of the general tech and China/Asia/global market environment.Amongst his many roles, Alvin is China President of HTC, a leader in the VR space with its Vive products. Alvin is also Vice Chairman of the Industry of VR Alliance and Prez of the VR Venture Capital Alliance.   On investing, he founded and oversees the ViveX XR Accelerator for three of its six global locations; he is a Founding Director of the Mobile Only Accelerator (MOX).Alvin is a graduate of MIT with a Masters in Science of Mgmt and a MS in Comp Science/Electrical Engineering.Alvin’s LinkedIN profile:https://www.linkedin.com/in/agraylin

My friend Paula Madison is one of the most fascinating people I’ve met:- Media mogul- One of most 75 powerful African Americans AND- One of 50 outstanding Asian Americans- Highly successful business woman and investorGrowing up in Harlem to Jamaican parents, Paula climbed the corp ranks in Hollywood to be one of the most senior minority execs in Hollywood. After retiring from NBC she is the Partner of family investment group focused on real estate, and CEO of Madison Media, a media consultancy with global reach. Paula owns or has owned The Africa Channel, the WNBA team LA Sparks, amongst other notable investments.Paula and her family also identify as Hakka Chinese (my own ethnicity) - documented in her award-winning book and documentary “Finding Samuel Lowe.“  Paula has won many accolades for her work and has been named one of the “75 Most Powerful African Americans in Corp America” by Black Enterprise AND been named one of the “Outstanding 50 Asian Americans in Business.”In this talk we will hear firsthand Paula and her family’s amazing life journey, her views on the current US race issues and her perspectives on business and investment opportunities in the USA, China and Africa.More information on Paula:Wiki: https://en.wikipedia.org/wiki/Paula_Williams_MadisonFinding Samuel Lowe trailer: https://youtu.be/Tn4eWGoynOM

The best way to shake the Coronavirus Blues is to keep safe and healthy and make new friends. We are going to continue our quality learning series and initiate our first online Meetup with Victor Li, ex CPPIB (the Canadian pension fund that manages $400 billion).Victor is a veteran financial economist and investment analyst with 20+ years of experience investing across multiple asset classes. At CPPIB, he conducted research on real estate, infrastructure, blockchain, and climate change, helping to deploy hundreds of millions of dollars. Since retirement, Victor continues to research macro trends and investment opportunities for his own portfolio. To serve local communities, he teaches personal finance to a group of women and co-founded the DeFi Toronto meetup. With a CFA designation, Victor will share his insights on macro trends, investment strategy and risk management.

James has closed over US$1.5 billion in commercial real estate transactions and is an investor in over 6,000 units of multi-family housing in the USA.James will share his perspectives on the COVID-19 vs historical economic shocks, his predictions on the market, particularly the real estate equity and debt markets. He will also share his views on the US stimulus package impact for small businesses and real estate investors. Last but not least, James will share wisdom from his favorite investment wizards on how they have successfully navigated muddy waters like today.To get maximum value from this session and to learn more about James, feel free to request his Whitepaper on Multifamily Financing 101 and to view his content-rich YouTube channel at http://www.youtube.com/JamesEngHost San Eng has written about investing in mortgage lending as a high-yield safety asset during recessions as background: https://link.medium.com/poVRN630z5

Did you know that mobile home parks and self-storage properties have historically been THE top-performing asset classes, across multiple economic cycles, including severe downturns?Paul Moore is the managing director and co-founder of Wellings Capital, a real estate fund specializing in mobile home parks and self-storage assets Paul is also an experienced multi-family apt investor and successful author. Prior to Wellings Capital, Paul had been a serial entrepreneur and a finalist for Ernst & Young Michigan Entrepreneur of Year 2 years straight. In real estate, Paul has completed 85 real estate investments and exits across many asset classes including hotels, multi-family and even in online real estate marketing. Paul is completing his next book “Storing Up Profits” in the self-storage sector.Paul will share with us the many “secrets” to these two asset classes and why investors - both passive and active - may want to include them in their portfolios, especially in today’s uncertain times.More about Paul and Wellings Capital:1) Wellings Capital: https://www.wellingscapital.com/2) Paul on Real Estate Guys: https://realestateguysradio.com/resources/network/wellings-capital-paul-moore/3) Paul’s book “The Perfect Investment” https://www.amazon.com/Perfect-Investment-Enduring-Historic-Multifamily-ebook/dp/B01M0UDZ4D

Brian, Logan and Willie are star athletes that made it to the Big Time - the NFL. Brian played for the Saints, Buccanners, Bengals and Rams; Logan for the Raiders and Willie for the Browns and Dolphins.After their NFL careers, all three have moved into business and all chose to invest in and manage multifamily apt buildings.Out of the myriad of business careers possible and even various types of real estate assets, why did these superstars all dive into this asset class?  How have they been able to leverage their sports careers and training to be successful businessmen and investors?What recommendation do they have for athletes (pro or amateur) and not-alike to be successful in business and investing?

Ken is President & Founder of KRI Properties a leading property management firm in FL currently managing over 2,000 doors.  Ken has more than 23 years of real estate, private equity, banking and principal investing experience.He has closed transactions above $1.5 billion, much of it in acquiring, managing and financing various multi-family real estate projects as well as playing a significant role in the due diligence for institutional investors. Ken is a CPA with deep tax/accounting experience and previously Ken also owned several Cessna pilot training centers.Ken will share with us his views on the latest multifamily apt market update from his views as a property manager for the nation but especially in Florida and Central FL. We’ll cover rent/occupancy, sales/transaction trends, best practices of landlords and managers as well as contemplate the short, mid and long-term future of the market.

Caio is a serial entrepreneur who has started and exited a handful of companies each worth more than US 8-figures.  He is a successful investor in multiple asset classes in tech, real estate, agriculture.   Caio is now leading Brazil’s digital transformation as President of SERPRO, a US$3 billion organization with over 10,000 staff.   We will learn what drives Caio’s entrepreneurialism and his investment philosophy and hear his perspectives on Brazil and Latin America’s investment opportunities and future in the world economy.Please find below more info on Caio’s impressive credentials:An entrepreneur with success in information technology, real estate, and agribusiness sectors, Caio Mario Paes de Andrade has a degree in Social Communication from Universidade Paulista, a postgraduate degree in Administration and Management from Harvard University and a Masters in Business Administration from Duke University.Led more than 20 mergers and acquisitions, including company consolidations, strategic and minority acquisitions, funding from institutional investors, and spin-offices.He is the founder and advisor of the "Fazer Acontecer Institute." This self-sustainable organization has a positive impact on four thousand children and adolescents through sports in the semiarid region of Bahia. Throughout his professional life, he received several awards, among them, entrepreneur of the year i-Best (2002), 100 Best Place to Work 2006 (Maber), and 100 Best Place to Work 2010 (Maber).

Did you know that Canadian farmland has averaged over 10% returns in the past 60 years, with no down years, over multiple recessions? Why is farmland investing a fantastic long-term recession-proof investment, even amidst the COVID-19 crisis?We are honoured to have as our guest Ms. Joelle Faulkner. Joelle is the President and CEO of Area One Farms, the largest farmland investment fund in Canada. Prior to Area One Farms, Joelle received degrees in engineering, law and business and worked at Bain & Co, Morgan Stanley and Onex. She is a Rhodes Scholar, Fulbright Scholar and a ‘Future Leader in Canada's Most Powerful Women: the Top 100’. Joelle has been named a Young Global Leader by the World Economic Forum for 2020.To maximize value, please review below prior to our Meetup:1) Why Canadian farmland belongs to institutional portfolios? https://www.benefitscanada.com/investments/alternatives/where-do-canadas-farms-belong-in-institutional-portfolios-1152942) Area One closes $120m fund: https://www.globenewswire.com/news-release/2019/06/24/1873094/0/en/Area-One-Farms-Closes-Farm-Partnership-Fund-at-120-Million.html3) San Eng @ Family Office Magazine: “Is food humanity’s biggest challenge - and investment opportunity?” https://link.medium.com/8ApUs726E5

Gordon Johnson is CEO/Cofounder of GLJ Research and one of the most vocal Tesla bulls.   Gordon has covered various sectors including alt energy, cannabis, solar and EVs.   Previously he worked at Lehman Brothers.   Gordon is a frequent guest on the major financial publications and media, especially as a long-time Tesla Bear.Gordon shares his fundamental Bear case for Tesla with host San Eng

Gordon Johnson is CEO/Cofounder of GLJ Research and one of the most vocal Tesla bulls. Gordon has covered various sectors including alt energy, cannabis, solar and EVs. Previously he worked at Lehman Brothers. Gordon is a frequent guest on the major financial publications and media, especially as a long-time Tesla Bear.Gordon shares his fundamental Bear case for Tesla with host San Eng”

Software and tech analyst Dan Ives of Wedbush is a long-term Bull on Tesla. He has correctly predicted Tesla’s rise for years with a current price target of $2000. Dan is ranked impressively #236 out of 6,739 analysts on TipRank with an average 12.5% return per rating.In this interview, we will NOT labor over the TSLA stock price but rather discuss the FUNDAMENTAL story of Tesla. Bulls like Dan believe Tesla is much more than a car company, is the “Apple of transport and energy” and has built high moat with potential synergistic markets in multiple areas.To learn more about Dan and his prolific research and media appearances please click here: https://www.wedbush.com/analysts/daniel-ives/

SOSV with $700m under management and its affiliates Chinaccelerator and MOX are amongst the most active early-stage venture investors in the world.Join us for a lively discussion on how SOSV sees the pandemic playing out, how their portfolio companies are adjusting and where they see the most promising investment opportunities in the post-corona world.Reference information on William and SOSV:1. https://www.youtube.com/watch?v=GdfcCuu-qtQWilliam Bao Bean: MORE THAN WECHAT – PLATFORM TRENDS IN ASIA2. https://medium.com/sosv-accelerator-vc/sosv-raises-277-million-in-oversubscribed-fourth-fund-to-invest-in-early-stage-deep-tech-startups-264bfffa7dc3SOSV Raises $277 Million In Oversubscribed Fourth Fund To Invest In Early-Stage Deep Tech Startups3. https://international.thenewslens.com/article/124012 Taipei-Based Mobile Only Accelerator Graduates Its 7th Cohort of Asia-Pacific Startups

Bitcoin, crypto and decentralized apps were supposed to surge in usage and popularity during times of crisis - like NOW. What happens to Bitcoin? What is the state of this industry and asset class post corona?Please join us for a lively chat with my old friend (and poker shark) Bobby Lee, one of the biggest Bitcoin bulls and a successful serial entrepreneur in this space. Bobby is a Board member of The Bitcoin Foundation and co-founder/CEO of Ballet, which he believes to be a “revolutionary physical wallet for bitcoin and crypto.” Previously Bobby founded and ran BTCC, China’s 1st Bitcoin exchange and amongst the largest in the world. Prior to crypto, Bobby ran Walmart’s e-commerce biz in China. He is a graduate of Stanford University with BS and MS in Computer Science (so yeah, he’s no dummy, LOL).Bobby will update us on the state of the industry, esp. on the adoption of applications in the blockchain space. He will also share his views on the future of bitcoin and blockchain in the post corona world.To get most out of this talk please review prior to the event:1) Bio-on Bobby: https://cointelegraph.com/tags/bobby-lee2) Bobby’s views on Bitcoin: https://www.cryptoglobe.com/latest/2019/11/bobby-lee-bitcoin-could-reach-100000-after-the-next-bubble/3) San’s view on the utility of blockchain: https://medium.com/digital-alchemy-holdings/blockchain-needs-more-utility-to-justify-its-hype-and-drive-adoption-edda3693bdfa4) San’s article on investing in blockchain: https://medium.com/digital-alchemy-holdings/a-professional-investors-attempt-to-demystify-blockchain-and-crypto-investments-b4cf8f095edd