Download the “65 Investment Terms You MUST Know to Reach Your Financial Goals” for FREE by going to https://TodaysMarketExplained.com/
In this special edition of Today's Market Explained, we're coming to you from the Four Star Summer Conference in sunny Cancun! Join host Brian Kasal as he interviews key investment sponsors, uncovering exciting opportunities in private equity, real estate, tax-advantaged strategies, fintech platforms, and digital assets. From baby boomer business transitions to structured notes yielding double digits, this episode dives into innovative ways investors can diversify portfolios and optimize returns—all from the beaches of Riviera Maya.
In this episode, Brian and his guests discuss:
1. Baby Boomer Business Transitions & Middle Market Acquisitions
2. Multifamily Real Estate Strategies
3. Tax-Advantaged Investments
4. Digital Assets & Diversification
Eric Warren
Website: https://worth-capital.com/
https://worth-investments.com/
Matthew Incitt
Website: https://hamiltonptinv.com/
https://www.linkedin.com/in/matthew-incitti-9aa4a95/
Stewart Martin
Website: https://orion.com/
Garrett Vanhal
Website: https://bitwiseinvestments.com/
https://www.linkedin.com/company/bitwise-asset-management
https://www.linkedin.com/in/garrett-vanhal-9127ab9b/
Pisoot Senethavilay
Website: https://www.ancoratocapital.com/
https://www.linkedin.com/in/pisoot-senethavilay-3124b418/
James Lee
Website: https://prpholdings.com/
https://www.linkedin.com/in/james-lee-cfa-8718b11/
Chris Wise
Website: https://www.investwisecap.com/
https://www.linkedin.com/in/christopher-wise-wiselawllc/
Dan McDermott
Website: https://www.smartcappartners.com/
https://www.linkedin.com/in/danpatrickmcdermott/
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DISCLAIMER:
This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. I
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