In this conversation, Alex Fredericks shares his journey from the music industry to the wellness sector, culminating in the creation of ToneWell, a voice technology that provides actionable health insights. He discusses the importance of understanding one's own wellness, the role of sound and vibration in health, and addresses common skepticism surrounding new wellness technologies. Alex emphasizes the need for personal empowerment in health decisions and the future potential of ToneWell in the wellness market.
Chapters
00:00 Introduction to Alex Fredericks and ToneWell
01:32 Alex's Journey: From Music to Wellness
04:10 The Birth of ToneWell: Merging Science and Sound
09:06 Understanding ToneWell: How It Works
11:33 Data Integrity and Safety in ToneWell
17:02 Real-Time Wellness Insights and Actionable Data
21:36 The Science Behind the 30-Second Voice Clip
27:01 Addressing Skepticism: Pushbacks and Responses
32:02 Empowering Individuals in Their Wellness Journey
34:22 Understanding Coherence Scores and Self-Assessment
37:06 The Importance of Nutritional Awareness
39:52 The Power of Mindset and Self-Perception
43:54 Integrating Traditional and Modern Medicine
46:34 The Role of Authenticity in Wellness
49:27 Building a Personalized Wellness Protocol
52:44 The Future of Health Technology and Data
57:39 Funding and Scaling Wellness Innovations
Takeaways
Alex Fredericks transitioned from the music industry to wellness.
ToneWell uses voice technology to provide health insights.
Understanding one's wellness is crucial for personal empowerment.
Sound and vibration play significant roles in health.
Data privacy is a priority in ToneWell's operations.
Actionable insights can lead to better health decisions.
Skepticism is common but can be addressed with evidence.
Intention is key in wellness journeys.
The science of sound can enhance personal wellbeing.
ToneWell aims to revolutionize personal health monitoring.
Sound bites
"It's about actionable insights."
"Speak, discover, thrive."
"Wellness is in your hand."
In this conversation, David Namdar shares insights on navigating market emotions and developing a strategic investment mindset. He emphasizes the importance of maintaining a balanced perspective during market highs and lows, encouraging investors to consider their entry points carefully and to remain cautiously optimistic about their investment strategies.
00:00 Introduction to Digital Assets and David Namdar
02:52 David's Journey in the Digital Asset Space
05:52 The Rise of Digital Asset Treasuries
08:56 Understanding BNB and Its Market Position
12:05 The Role of CZ and Binance in the Crypto Ecosystem
15:04 Navigating the Regulatory Landscape
17:58 Investment Strategies in a Volatile Market
20:57 The Correlation Between Bitcoin and Other Cryptos
24:01 The Value of Digital Asset Treasuries
26:56 Future Outlook for Bitcoin and Other Digital Assets
29:23 The Rise of Digital Asset Treasuries
32:04 Navigating the Competitive Crypto Landscape
35:12 Investing in BNB: A Unique Opportunity
39:41 Understanding Treasury Companies and Their Valuation
43:11 The Future of Digital Assets and Market Dynamics
48:11 BNB's Deflationary Mechanism and Market Position
54:03 The Long-Term Outlook for Crypto Investments
Keywords
investment strategy, market emotions, entry points, cautious optimism,
Takeaways
I constantly just try to give people this little bit
Don't get too excited at the highs.
Be a little more cautious and optimistic.
Think zoom out and realize your exposure.
This is a better entry point.
Counter intuitive advice for investors.
Dipping into investments at the right time.
Realize what you've been wanting to get.
Market highs can mislead investors.
Investment mindset is crucial.
Titles
Navigating Market Emotions: Insights from David Namdar
Strategic Investment Mindset: Balancing Caution and Optimism
Sound bites
"Investment mindset is crucial."
"This is a better entry point."
"Exposure to the market is key."
In a technology-driven world, the importance of human connection and communication skills is emphasized. The conversation highlights the need for individuals to develop their personality and articulate their thoughts, as these traits will become increasingly valuable in the future.
For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her ability to distill financial narratives into compelling stories. From there, she expanded her expertise into event curation and investor relations for family offices, at companies including With Intelligence, Markets Group, and Crain.
Today, Kristen serves as Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute, where she helps lead the SFO Circle—a private membership network for senior single-family office executives. In that role, she curates content, moderates thought-leadership programs, and fosters collaboration among the world’s most sophisticated wealth stewards.
Her career has taken her around the world, uncovering the luxurious side of wealth—from bespoke travel experiences to fine wine, wellness retreats, and culinary excellence.
Yet, beyond the opulence, what truly drives Kristen is the people. She has an innate ability to foster authentic, long-term relationships, seamlessly moving between curating exclusive gatherings, moderating thought-provoking discussions on topics like philanthropy, and connecting next generation family office leaders.
A reformed theater geek at heart, Kristen thrives in front of an audience, lending her voice to podcasts, panels and personal brand storytelling. Helping industry leaders craft their narratives isn’t just her profession—it’s her passion.
A native New Yorker, Kristen now calls the North Fork of Long Island home, where she shares her love of Italian culture, wine collecting, and home-cooked meals with family and friends. When she’s not traveling, you’ll find her on the dance floor.
Takeaways
People are going to go so far into technology.
The commodity that's going to be sought after is someone with a personality.
I want to teach my kids to connect with others.
Looking someone in the eye is essential.
Chat GBT won't be able to create genuine connections.
Communication skills will be crucial in the future.
Articulation and personality will stand out in a tech world.
Teaching kids to engage personally is vital.
Human connection is irreplaceable by technology.
The future will value emotional intelligence.
Sound bites
"The commodity that's going to be sought after is someone with a personality"
"I want them to look somebody in the eye"
"That's what chat GBT won't be able to do"
Chapters
00:00 Introduction and Background
00:26 Salesmanship in the Age of AI
In this conversation, Abe Kasbo discusses the challenges faced by CMOs in managing large digital advertising budgets, the lack of transparency in digital marketing, and the implications of budget allocation decisions on overall marketing strategy.
Takeaways
The CMO's budget can be significantly impacted by digital ad spending.
Transparency in digital marketing is often lacking, leading to confusion.
Budget allocation decisions can have a profound effect on marketing outcomes.
Understanding the ROI of digital ads is crucial for CMOs.
The concept of a 'black box' in digital advertising complicates accountability.
CMOs must navigate complex relationships with platforms like Facebook.
Effective marketing strategies require clear communication with stakeholders.
Digital advertising requires constant evaluation and adjustment.
The pressure on CMOs to deliver results is ever-increasing.
Strategic budget management is essential for successful marketing campaigns.
Chapters
00:00 Abe's Journey: From Syria to Entrepreneurship
00:17 Building Trust in Marketing: The Importance of Integrity
Titles
Navigating the Digital Advertising Landscape
Understanding Marketing Budget Challenges
Sound bites
"I have a $150 million budget."
"I lost $100 million of it on digital ads."
"There's a black box around it."
Keywords
digital advertising, marketing budget, transparency, ROI, Facebook ads, CMO, board decisions, marketing strategy
The conversation delves into the personal experiences of mental health struggles, emphasizing the importance of self-awareness and understanding the deceptive nature of the mind. Shawn Lesser shares his journey through a mental breakdown and the insights gained from observing his thoughts. The discussion highlights coping strategies and the significance of mindfulness in navigating emotional challenges.
Chapters
00:00 Introduction to Sean's Journey
00:06 The Impact of Mental Health
00:22 Changing Perspectives on Mental Health
Keywords
mental health, self-awareness, coping strategies, mindfulness, emotional well-being
Takeaways
Had like a full mental breakdown, not functioning.
I don't want to be here anymore.
It's also observing how you're thinking.
Your mind is not always your friend.
Your brain is a machine that's just creating all kinds of things.
Not everything your brain says is correct.
Self-awareness is key to emotional well-being.
Coping strategies can help manage mental health.
Mindfulness can change your perspective.
It's okay to seek help during tough times.
Titles
Navigating Mental Health: A Personal Journey
The Deceptive Mind: Understanding Our Thoughts
Sound bites
"I don't want to be here anymore."
"Your mind is not always your friend."
"Mindfulness can change your perspective."
In this conversation, Maxwell Nee discusses his approach to monetization, emphasizing the importance of creating a sustainable growth model that resembles a flywheel effect. He expresses a desire to monetize slowly and strategically, ensuring that increased revenue leads to greater momentum rather than a burdensome cycle of dependency on sponsors.
00:00 Maxwell's Entrepreneurial Journey
00:10 Monetization Strategies and Challenges
00:37 The Conference Business Landscape
Takeaways
Monetization should create a flywheel effect.
Slow monetization can lead to sustainable growth.
Self-funding is often necessary in the early stages.
Choosing sponsors carefully is crucial.
A balance must be struck between funding and growth.
Increased revenue should lead to increased momentum.
Avoid becoming overly reliant on external funding.
Strategic monetization can enhance overall value.
The goal is to create a self-sustaining model.
Long-term vision is essential for success.
In this conversation, Alex Huff discusses the intersection of philanthropy and technology, focusing on the evolution of donor-advised funds and the innovations that are reshaping the charitable giving landscape. He emphasizes the importance of engaging the next generation of donors and building community through philanthropy, while also addressing the challenges and opportunities presented by technological advancements in the sector. The discussion highlights the need for a customer-centric approach to philanthropy and the potential for fintech solutions to enhance charitable giving.
Takeaways
Philanthropy is evolving with technology.
Donor-advised funds are becoming increasingly popular.
Engaging younger generations is crucial for the future of philanthropy.
Community building is essential in charitable giving.
Innovations in fintech can enhance donor experiences.
The traditional methods of philanthropy are outdated.
Generosity is contagious and can inspire others to give.
Philanthropy needs to adapt to modern expectations.
Investors can play a significant role in shaping the future of philanthropy.
The landscape of charitable giving is changing rapidly.
Chapters
00:00 Introduction to Philanthropy and Technology
03:59 The Evolution of Philanthropy
08:44 The Rise of Donor-Advised Funds
11:18 Innovations in Donor-Advised Funds
15:29 Customer-Centric Philanthropy
21:57 The Future of Philanthropy
29:35 Engaging the Next Generation
33:55 Building Community Through Philanthropy
43:14 Investing in Philanthropy
In this conversation, Aelia Kos shares her unconventional journey from a corporate career in architecture to becoming a conscious entrepreneur. She discusses the rise of conscious entrepreneurship, the impact of COVID-19 on personal reflection, and the shift from traditional religion to spirituality. Aelia emphasizes the importance of intuition, trust, and community in business, and explores various healing modalities. She also highlights the significance of nature as a catalyst for growth and the need for authentic connections in the business world. The conversation concludes with insights on the future of conscious living and the role of collective wisdom in personal and professional development.
Takeaways
Aelia Kos emphasizes the importance of self-discovery in her journey.
She highlights the rise of conscious entrepreneurship as a new business model.
COVID-19 has prompted many to reflect on their lives and purpose.
Different healing modalities can serve as tools for personal growth.
The shift from religion to spirituality reflects a desire for deeper connections.
Intuition plays a crucial role in decision-making and business.
Building trust is essential for successful business relationships.
Nature can enhance personal growth and self-awareness.
Creating unique experiences fosters authentic connections among entrepreneurs.
The future of conscious living involves community and collective wisdom.
Chapters
00:00 A Journey of Self-Discovery
02:46 The Rise of Conscious Entrepreneurship
05:29 The Impact of COVID-19 on Personal Reflection
08:14 Exploring Healing Modalities
10:59 The Shift from Religion to Spirituality
13:38 The Role of Intuition in Business
16:20 Building Trust in Business Relationships
19:19 Nature as a Catalyst for Growth
22:09 Creating Unique Experiences for Entrepreneurs
24:37 The Future of Conscious Retreats
27:32 Connecting with the Earth and Elements
30:30 The Importance of Community and Authenticity
33:02 The Balance of Business and Spirituality
35:37 Navigating the Healing Industry
38:15 The Power of Collective Wisdom
41:04 The Future of Conscious Living
Founder & CEO, Tamarind Partners, Inc. CEO & Co-Founder, Tamarind Learning.
Kirby Rosplock, PhD, is one of the world’s foremost authorities on family offices, family governance, and generational wealth. As the founder of Tamarind Partners, Inc., she leads a globally recognized consultancy twice awarded: - Best Family Office Management Consultancy (Family Wealth Report, 2019 & 2023) - Best Family Wealth Counseling (Family Wealth Report, 2019 & 2022) She is also CEO and co-founder of Tamarind Learning, an award-winning e-learning platform for families, beneficiaries, advisors, and leading financial institutions named Best Specialty Firm (Family Wealth Report, 2022). An acclaimed author, advisor, and global speaker, Kirby combines academic rigor with practical experience. Born into a multi-generational, enterprising family, she brings deep personal insight as a beneficial owner, fiduciary, board director, and operator. She is widely respected for her ability to guide business-owning families and family offices through complex transitions. She has authored influential publications including: - The Complete Family Office Handbook (1st & 2nd Editions) - The Complete Direct Investing Handbook Kirby was identified as on several occasions by Family Capital among the top 100 most influential advisors globally to family enterprises and is the recipient of two of the most prestigious industry honors: - Richard Beckhard Practice Award (Family Firm Institute, 2018): For lifetime achievement and outstanding contributions to family business practice - Thought Leadership Award (Family Wealth Alliance, 2018): For excellence and innovation in the field of family wealth.
In this episode, Arthur and Kim Lochridge discuss various aspects of tax services, focusing on real estate investment, bonus depreciation, and cost segregation. Kim shares insights on the recent changes in tax laws, particularly regarding bonus depreciation and its implications for real estate investors. They explore specific tax strategies for car washes and gas stations, the importance of proactive tax planning, and the future of CPAs in the industry. Additionally, they highlight emerging trends in residential assisted living and the significance of referral networks in tax services.Chapters
00:00 Introduction to Engineered Tax Services
01:46 Understanding Bonus Depreciation Changes
04:40 Exploring Tax Code Gems: Car Washes and Gas Stations
07:26 Capital Expenditures and ISPs
09:48 Identifying Ideal Clients for Cost Segregation
13:18 The Importance of Proactive Tax Planning
17:50 Navigating the Future of CPAs
19:01 Referral Networks in Cost Segregation
20:45 Using Cost Segregation as a Sales Tool
22:22 Trends in Gas Stations and Car Washes
29:13 Emerging Trends: Residential Assisted Living
33:23 Conclusion and Contact Information
In this conversation, Connor Boyack discusses his work in financial literacy and entrepreneurship through the Tuttle Twins series and his nonprofit efforts. He emphasizes the importance of teaching children about economics and entrepreneurship, the challenges of funding and sustainability in nonprofits, and the impact of current events on education. Boyack also highlights the need for intentional parenting and the significance of wealth creation and family legacy. He explores the future of estate planning in the context of AI and innovative education models that are emerging to address the needs of today's youth.
Chapters
00:00 Introduction to Financial Literacy and Entrepreneurship
02:44 The Impact of Tuttle Twins on Education
05:41 Funding and Sustainability of Nonprofit Models
08:06 The Ripple Effect of Current Events on Education
11:06 Intentional Parenting and Financial Literacy
13:53 Creating Value in Wealthy Families
16:41 Consulting for Ultra High Net Worth Families
22:47 Empowering Youth Through Entrepreneurship
25:23 Addressing Family Wealth Challenges
28:39 Building Relationships with High Net Worth Families
30:21 Disruption in Estate Planning
32:01 Innovative Education Models
39:43 Scaling Nonprofit Initiatives
In this episode, Arthur and Noelle Reno discuss her diverse background in fashion and technology, her entrepreneurial journey, and the evolving landscape of digital assets and AI. They explore the future of advertising, the importance of direct consumer engagement, and the challenges posed by regulatory frameworks. Noelle emphasizes the need for human interaction in a digital world and the critical role of data centers in supporting technological advancements. The conversation concludes with insights into the future of tokenization and the importance of resilience in the face of rapid change.
00:00 Introduction to Noelle Reno
02:33 Noelle's Journey in Fashion and Entrepreneurship
05:10 Exploring Digital Assets and Frontier Technologies
07:52 The Future of Advertising and Consumer Attention
10:28 The Role of AI in Marketing and Consumer Relationships
13:17 The Evolution of Search and User Experience
15:47 Building Proprietary AI Models for Enterprises
18:31 The Future of Social Media and Customer Ownership
26:08 Navigating Regulatory Clarity in Digital Assets
30:47 Building Resilience Through Infrastructure and Talent
34:28 Family Offices and the Future of Tech Investment
39:23 The Energy Demands of Data Centers
43:23 The Implications of Digitizing Non-Existent Shares
48:53 The Role of Human Connection in a Digital World
Family Office Access, formerly known as Family Office List, was founded in 2001 by a hedge fund manager who saw a gap in the market: there was no simple, reliable way to identify Family Office capital partners. What began as a quarterly spreadsheet evolved into one of the most trusted resources for founders, advisors, and professionals navigating the often opaque world of Family Offices.
In 2016, under new ownership, we transformed the product from static files into a dynamic, filterable platform—designed to help users stop guessing and start connecting with the right decision-makers. Now in Version 2.0, Family Office Access combines intuitive search functionality with human-verified data, real-time updates, and industry education to help you connect with purpose and precision.
00:00 Journey to Entrepreneurship
02:45 Building Family Office Access
06:02 Navigating the Family Office Landscape
09:09 Data Integrity and Research
12:13 Creating Collaborative Opportunities
14:53 The Shift to Virtual Engagement
17:55 Understanding Family Office Dynamics
20:56 Marketing and Relationship Building
28:36 Understanding Family Office Structures
33:03 Technology and Cybersecurity in Family Offices
42:44 Collaboration and Impact Investing in Family Offices
49:21 Building Genuine Connections in Family Office Networks
In this conversation, Arthur and Greg Licciard discuss the evolution of marketing, focusing on the integration of AI, consumer behavior, and the importance of a holistic marketing framework. Greg shares insights from his book, 'The Holy Grail of Marketing,' highlighting case studies from companies like Harry's Razors and Elf Cosmetics. They explore the resurgence of direct mail, the impact of weather on consumer behavior, and the necessity of maintaining brand ethos in the age of AI. The discussion emphasizes the need for accountability in marketing and the importance of user experience.
Takeaways
Marketing is evolving rapidly with the introduction of AI.
The Holy Grail of Marketing framework focuses on holistic approaches.
Case studies from Harry's Razors and Elf Cosmetics illustrate effective marketing strategies.
Direct mail is experiencing a resurgence as a valuable marketing tool.
Weather influences consumer behavior significantly in purchasing decisions.
AI enhances marketing efficiency but requires human oversight.
Accountability in marketing is more crucial than ever for CMOs.
User experience is a key factor in retaining customers.
Precision in targeting leads to greater marketing success.
The future of marketing will be shaped by technology and consumer insights.
Sound bites
"Marketing is now part of sales."
"Weather is the original influencer."
"User experience is paramount."
Chapters
00:00 Introduction and Early Career
02:38 The Holy Grail of Marketing Framework
05:28 Case Studies: Harry's and Elf Cosmetics
07:58 The Role of AI in Marketing
11:01 Marketing Accountability and Performance
13:21 Direct Mail and Niche Marketing
16:21 The Importance of User Experience
19:03 AI's Impact on Job Creation and Quality Control
21:42 Curation and Human Element in Marketing
24:22 Conclusion and Future of Marketing
00:00 Introduction and Early Career
02:44 The Holy Grail of Marketing Framework
05:35 Case Studies: Harry's and Elf Cosmetics
08:09 The Role of AI in Marketing
11:17 Marketing Accountability and Performance
13:41 Direct Mail and Niche Marketing
16:46 The Importance of User Experience
19:32 AI's Impact on Job Creation and Quality Control
22:18 Curation and Human Element in Marketing
25:01 Conclusion and Future of Marketing
In this episode, Arthur interviews Colten Ratz, who shares his journey from a non-traditional background to becoming a key player in the family office space. Colten discusses the importance of building authentic relationships, the challenges he faced, and his vision for creating value within the family office ecosystem. He also talks about his new initiative, the Family Office Roundtable, aimed at fostering connections and sharing insights among family offices.
Takeaways
Colten emphasizes the importance of authenticity in building trust.
His non-traditional background has shaped his perspective on success.
Networking is crucial in the family office space.
Colten's journey highlights the value of perseverance and resilience.
He aims to create a newsletter to keep families updated on events.
Building relationships is key to success in finance and investments.
Colten's experience at Marcus Evans opened doors to family office connections.
He believes in providing value before monetizing services.
The Family Office Roundtable aims to foster collaboration among families.
Colten is focused on creating a platform for family offices to connect.
Titles
Building Authentic Relationships in Family Offices
Colten Ratz: A Journey from Non-Traditional to Family Office Expert
Sound bites
"I want to foster authentic peer exchange."
"Networking is crucial in this space."
"I want to help families however I can."
Chapters
00:00 Introduction to Colten Ratz and His Journey
02:31 Colten's Non-Traditional Background and Early Challenges
05:11 Transitioning into the Finance World
07:54 Building Relationships in the Family Office Space
10:34 The Family Office Roundtable and Networking
12:56 Creating Value in the Family Office Ecosystem
15:31 The Importance of Authentic Connections
17:59 Future Plans and Upcoming Newsletter
20:43 Wrap-Up and Future Engagements
Yishan brings Silicon Valley’s expertise in scaling to the climate movement. Yishan founded Terraformation in Hawaiʻi in 2020 to build and deploy tools that tackle the largest bottlenecks to global reforestation. The company hosts a forest carbon accelerator, supporting early-stage forestry teams to launch, build, and scale biodiverse reforestation projects. In addition to producing high-quality, verified carbon credits, these projects generate complementary sustainable revenue streams to support local economies. Terraformation’s partner network spans five continents and includes diverse landowners and organizations. Today, the company has planted over 4.7M trees, and its accelerator program is on track to sequester 7.5M tons of CO2 from current projects. Prior to founding Terraformation, Yishan served as the CEO of Reddit, Director of Engineering at Facebook and was part of the engineering team that led to the exponential growth of Paypal. Yishan studied computer science at Carnegie Mellon University. He lives in California with his family and dogs.
Summary
In this episode of Arthur's Round Table, Yishan Wong, founder of Terraformation, discusses his journey from the tech industry to tackling climate change through reforestation. He emphasizes the importance of using low-tech solutions for large-scale environmental challenges and presents the case for the Trillion Trees Initiative as a practical approach to combat climate change. Wong outlines the steps involved in reforestation, the significance of community involvement, and how individuals can contribute to this global movement. He also addresses the economic aspects of investing in climate solutions and the potential for a sustainable future through collective action.
Takeaways
Yishan Wong transitioned from tech to climate solutions.
Scaling technology requires reliable, low-tech components.
Reforestation is a practical solution to climate change.
The Trillion Trees Initiative aims to plant one trillion trees.
Community involvement is crucial for successful reforestation.
Planting trees can be done by individuals and communities.
Investing in reforestation has long-term benefits.
Understanding the economics of climate solutions is essential.
Math is critical in evaluating climate change solutions.
Nature has inherent mechanisms for carbon sequestration.
Titles
From Tech to Trees: Yishan Wong's Journey
Scaling Solutions for Climate Change
Sound Bites
""Nature is working 24/7.""
""You better know your math.""
""This solution is very tunable.""
Chapters
00:00 Introduction to Yishan Wong and Terraformation
02:57 Scaling Technology and Climate Solutions
05:47 The Importance of Low-Tech Solutions
08:51 Reforestation as a Practical Climate Solution
12:00 Understanding the Global Movement for Trees
14:56 The Role of Simplicity in Climate Solutions
17:50 The Power of Collective Action
21:03 The Trillion Trees Goal
24:04 Defining Reforestation and Afforestation
27:08 The Importance of Native Species
29:51 Learning from Past Reforestation Efforts
33:06 The Practical Steps for Reforestation
40:54 The Importance of Community in Reforestation
45:50 Skills and Infrastructure for Successful Reforestation
48:07 How Individuals Can Contribute to Reforestation
56:10 Understanding the Economics of Tree Planting
01:01:47 The Vision for a Sustainable Future
Dr. Daniel Puder, LHD
TED Talk Speaker | U.S. Marine Corps League Member | Undefeated MMA Fighter | WWE $1 Million Tough Enough Champion | Educator | CEO | Humanitarian Leader
Dr. Daniel Puder, LHD, is a globally recognized speaker, undefeated MMA fighter, WWE’s $1 Million Tough Enough Champion, and founder of the worldwide 501(c)(3) nonprofit My Life My Power. Once a bullied kid with a learning difference, Daniel turned adversity into fuel—becoming a champion athlete, entrepreneur, and educator dedicated to empowering youth through character, purpose, and emotional intelligence.
He is the CEO and co-founder of Foundation Academies, a corporately accredited private school network with nine campuses across Florida, West Virginia, and Arizona, serving over 1,500 students with a 97% graduation rate. Through innovative real estate strategies, his team repurposes community assets like churches and theaters into sustainable schools at a fraction of traditional costs. To scale impact, he launched Puder.AI, an education-technology company that builds AI-driven personalized learning tools, integrates emotional intelligence and leadership development, and supports schools across the nation. Together, his schools, real estate ventures, and tech platform form an ecosystem that reimagines how education is delivered and sustained.
Daniel’s nonprofit curriculum, GPS for SUCCESS, developed with The College of William & Mary, has been implemented in schools, police departments, and communities nationwide—helping reduce bullying, drug use, and gang involvement. He has shared his story on stages around the world, from TED Talks to Capitol Hill, and his books GPS for Life and Significance Breeds Success inspire readers to live with purpose and create lasting impact.
From the wrestling mat to the classroom, from building schools to building leaders, Daniel continues to live out his belief that “Significance Breeds Success”—empowering the next generation.
Martin Stead is an accomplished strategic designer, co-founder, and CEO of Legacy, an innovative company that is reshaping the way families capture their life stories for future generations. Leveraging his expertise in experience design, Martin combines advanced interview techniques, a complex network of professionals, and their proprietary platform to build Legacy into a thriving and evolving business.
Gibson's leadership at Hadron Energy led to the development of micro modular reactors, AND Securing 3.6-Gigawatts for power supply agreements with Data Centers and Industrials.
His expertise has been recognized through his acceptance into the Forbes Technology Council, earning the title of ASME International Standards & Certifications Scholar, and Global Engineering Leader.
Michael Thrasher is the founder and editor of Modus, where he also writes the weekly newsletter for family-office professionals.
Previously, he was a reporter at Institutional Investor magazine, where he covered pension systems, endowments, foundations, and other investors, including family offices, as well as the asset managers with which they invest. He's written a variety of articles, including breaking news about CIO Mark Baumgartner departing the Dalio Family Office, long features about the co-founders of standout hedge fund King Street Capital Management, and profiles like one about the leader of Goldman Sachs' family office whisperers.
Michael's work has also appeared in Pensions & Investments, Business Insider, and other publications and he is a periodic podcast guest.
He currently lives in New York City and is a native of Akron, Ohio. Michael holds a Bachelor's degree in English from Ohio University.