Real Wealth Real Health
Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?
Episodes
December 15, 2022 • 41 mins
Real estate developer Evan Holladay explains how the public perception of affordable housing is changing and discusses his unique approach within this sector.
Affordable housing is a more pressing issue than ever in many cities, and more and more people are starting to get on board with the idea. In this episode, Evan Holladay shares how he approaches affordable housing, creating community-oriented spaces that allow their residents...
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December 1, 2022 • 47 mins
Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities
Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financia...
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November 15, 2022 • 46 mins
40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions.
Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount...
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October 31, 2022 • 53 mins
A multifamily real estate professional explains how viewing money as energy will allow you to find greater alignment between your investments and your life’s purpose.
Vinki Loomba is the founder and CEO of Loomba Investment Group, a company dedicated to helping people build wealth through multifamily real estate investing. Vinki chose this career path after a spiritual awakening that showed her she could do more for her community ...
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August 31, 2022 • 53 mins
A serial entrepreneur explains why he’s focused on mitigating the “age of disasters”
Lifeboat Ventures CEO and Managing Director Gopi Mattel believes we are now in the age of disasters. From natural disasters to economic crises to pandemics, Lifeboat Ventures is focused on solving problems through disaster impact mitigation startups. In this episode, Gopi provides a new framework for thinking about disasters and explains why the ve...
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August 16, 2022 • 46 mins
Checking in with a wealth advisor about planning for the future in our current economic climate.
In seasons of economic uncertainty, it’s more important than ever to have a solid financial plan. In this episode, wealth advisor Jerry St-Cyr shares some of the most important considerations to keep in mind about retirement planning, long-term care insurance, and investing in today’s market. He also explains why he’s so passionate abou...
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August 1, 2022 • 48 mins
Three Keys Investment Founder Julie Holly explains why it’s important to keep investing even when economic conditions seem less than ideal.
It may seem prudent to hold off on investing in real estate in the midst of our current economic climate. Julie Holly argues that you can invest wisely no matter what’s happening in the markets, and if you don’t invest at all, you’re losing money. In this episode, Julie shares her perspective ...
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July 15, 2022 • 45 mins
Purse Strings founder Barbara Provost explains how the finance sector continues to fail women and shares what she’s doing to change that.
Even though women are responsible for more than $23 trillion in annual household spending and will inherent $30 trillion in the next 7-10 years, the financial industry continues to overlook and underserve them. Dr. Barbara Provost grew tired of seeing this same problem affecting the women around...
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June 25, 2022 • 43 mins
LENDonate founder Vivienne Hsu shares an inside look at how nonprofits are funded and explains how accredited investors can give back through her unique platform.
When looking for a way to merge her institutional finance experience with her passion for philanthropy, Vivienne Hsu decided to create LENDonate. This marketplace lending platform allows accredited investors to crowdfund loans that support various nonprofit organizations ...
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June 3, 2022 • 39 mins
A real estate attorney highlights common legal concerns that new investors miss, and shares his experience in running franchises and investing in RV parks.
Whether you’re investing in a simple real estate deal or branching out into a new asset class, finding trustworthy partners and creating a solid legal agreement are vital steps for protecting yourself and your wealth. In this episode, Seth Bradley explains why these agreements ...
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May 20, 2022 • 47 mins
Zach Roesinger explains why CRE brokers are so important and dispels some common misconceptions about his work.
Many real estate investors don’t even think about the role brokers play in the commercial real estate process, but a great broker can mean the difference between a solid, properly vetted deal, and one that falls apart at the finish line. In this episode, Zach Roesinger shares an inside look at the role CRE brokers play i...
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May 6, 2022 • 47 mins
Alpha Investing Principals Fark Tari, CEO, Daniel Cocca, Managing Director, Anne Lin, VP of Underwriting, and AdaPia d’Errico, VP of Strategy, host a live discussion about changing market conditions, actions taken to position the firm’s investments during the pandemic, and how they are considering future opportunities.
In this episode, we both broadly and specifically address the questions and topics that are top of mind both for A...
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April 21, 2022 • 45 mins
Robin Binkley of Real Equity Investment Partners shares the biggest lessons she’s learned through real estate investing in Belize.
When Robin Binkley fell in love with the country of Belize, she decided to start investing in properties that would deliver strong returns while also giving back to the community. In this episode, Robin discusses her experience with investing internationally and breaks down the similarities and differe...
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April 8, 2022 • 37 mins
A seasoned investor and innovator, Janine Firpo explains how values-aligned investing can help us spark change and build community.
Janine Firpo understands that wealth is one of our most powerful tools for living out our values in a way that makes an impact. In this episode, Janine explains how values-aligned investing can apply to every part of your portfolio, far beyond ESG funds and philanthropy. She also discusses the importan...
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March 25, 2022 • 51 mins
After more than 20 years of working with C-suite leaders in Fortune 500 firms, Damon D’Amore explains how pragmatism and optimism work best when paired together.
Damon D’Amore recognizes that every one of us is on our own hero’s journey, and he’s dedicated to helping C-suite leaders progress on their journey with improved performance and the ability to effectively share their stories. In this episode, Damon breaks down a variety of...
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March 11, 2022 • 51 mins
From investment banking to venture investing to founding a fintech company, Tracy McWilliams shares how she’s fighting fragmentation to help investors find and evaluate startups.
Tracy McWilliams created Jaspy because she noticed an enormous gap between corporates and early stage companies. As the founder and CEO of Inspire Global Ventures and a former investment banker, Tracy is passionate about both investing and entrepreneurshi...
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February 25, 2022 • 34 mins
Hutch the Marine Investor shares how he’s transforming the lives of veterans by helping them build passive income through real estate investing.
Shelon “Hutch” Hutchinson started investing in real estate so he could have a passion project after retiring from the Marines, and he’s now helping other veterans do the same. Hutch is the owner and co-founder of H Squared Capital, a real estate investment firm that provides veterans with...
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February 14, 2022 • 35 mins
A $1 billion real estate operator stresses the importance of setting realistic expectations for investors in the current market.
Veena Jetti believes it’s always better to under promise and over deliver. She’s the founding partner of Vive Funds, a commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience that includes founding real estate firm...
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January 27, 2022 • 44 mins
A career CEO, activist, and board expert shares the importance of women taking leadership roles as founders, on boards, and as investors.
Julie Castro Abrams is leading a movement of women who invest in women-led companies, and are transforming the venture landscape as a result. As the founder and CEO of How Women Lead, she’s devoted to getting more women on public and private boards, and as the Managing Partner at How Women Inves...
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January 14, 2022 • 46 mins
A leading macroeconomist explains how knowledge of economic cycles can help investors make better decisions at the right times.
Akhil Patel has been studying, writing and teaching about the most important economic cycle that most people don’t know about. He knows that real estate markets operate on an 18.6 year cycle, and he believes understanding that cycle can help people grow and protect their wealth. To kick off 2022, Akhil re...
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