Tamarind Learning Podcasts

Impact Investing

Tune in to hear about the essence of impact investing, Jenna's role as a disruptor and change agent, and her dedication to elevating humanity. Explore the intricacies of investing with purpose, dismantling inequitable systems, and the blurred lines between doing well and doing good. Learn why the belief that impact comes at the cost of returns is a misconception and dive into the challenges and opportunities in the evolving landscape of impact investing. 

Capital Sufficiency

Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.

Capital Sufficiency

Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.

Private Equity Perils and Pearls

Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.

Private Equity Perils and Pearls

Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.

Navigating Asset Allocation in a Low-Yield Landscape

Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.

Navigating Asset Allocation in a Low-Yield Landscape

Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.

The Inheritance Project

Guest Joseph W. Reilly, Jr. is Director of The Inheritance Project.

The Inheritance Project

Guest Joseph W. Reilly, Jr. is Director of The Inheritance Project.

Family Office Compliance Policies and Record Keeping

Guest David Guin, Partner and U.S. Commercial Practice Group Leader at Withers Worldwide.