//podcastplus.net/feed/real-wealth-real-health~6eef73a2 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? Thu, 09 Apr 2026 09:16:29 +0000 https://traffic.megaphone.fm/CSN2223693084.mp3?updated=1671041473 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 to live and thrive. In fact, he has coined the term ‘attainable housing’ to help remove the stigma associated with affordable housing. He breaks down two key examples his company has worked on — artist housing and housing for people in recovery — and shares some practical tips for financing, sustainable development, and creating a win-win-win for investors, partners, and community members.Evan Holladay is the founder and CEO of Holladay Ventures, a firm focused on creating and investing in workforce, affordable, and mixed-income communities. Their mission is to create qualit... Thu, 15 Dec 2022 10:00:00 +0000 https://traffic.megaphone.fm/CSN2223693084.mp3?updated=1671041473 https://traffic.megaphone.fm/CSN2680184046.mp3?updated=1669764642 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 prioritiesWomen 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 Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry. Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.Key Ins... Thu, 01 Dec 2022 06:00:00 +0000 https://traffic.megaphone.fm/CSN2680184046.mp3?updated=1669764642 https://traffic.megaphone.fm/CSN6810021701.mp3?updated=1668445708 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 rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed Gen... Tue, 15 Nov 2022 10:00:00 +0000 https://traffic.megaphone.fm/CSN6810021701.mp3?updated=1668445708 https://traffic.megaphone.fm/CSN5029308310.mp3?updated=1666642104 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 by using all the knowledge she had gained through years of passive real estate investing. In this episode, Vinki shares her inspiring story of discovering her purpose, and she reflects on some of the ways our collective consciousness has shifted in recent years. Vinki also shares practical advice about finding investment opportunities in a variety of economic conditions, and she encourages listeners to move beyond a scarcity mindset.Vinki Loomba is a successful entrepreneur and strategist with a background in commercial real estate, information technology, and academia. She is a fo... Tue, 01 Nov 2022 02:00:00 +0000 https://traffic.megaphone.fm/CSN5029308310.mp3?updated=1666642104 https://traffic.megaphone.fm/CSN6397968524.mp3?updated=1661558286 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 venture capital space is uniquely positioned to tackle these problems head on. He also breaks down the difference between venture funds and venture studios, and he explains how one of Lifeboat’s startups is addressing the California housing crisis. Gopi Mattel is a serial entrepreneur and the CEO and managing director of Lifeboat Ventures. He’s also the founder and CEO of CellarStone, Inc., a Silicon Valley-based company that provides solutions in the area of sales performance management. Gopi has decades of experience with starting and running businesses, and he’s spent... Wed, 31 Aug 2022 16:10:15 +0000 https://traffic.megaphone.fm/CSN6397968524.mp3?updated=1661558286 https://traffic.megaphone.fm/CSN3440751474.mp3?updated=1660667619 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 about helping women secure their financial independence, and he shares a preview of his upcoming book, WOMANITY! A Tribute to Women.Jerry St-Cyr is a wealth advisor with New York Life Insurance Company, where he focuses on retirement, financial, and legacy planning. Jerry previously worked as a financial advisor at Morgan Stanley and a global business leader in sales management, marketing, business development, and corporate negotiation. Jerry is also the author of two books, My Wine Guide (made simple) and WOMANITY! A Tribute to Women. Key Insights:Jerry’s perspective on ou... Tue, 16 Aug 2022 14:36:00 +0000 https://traffic.megaphone.fm/CSN3440751474.mp3?updated=1660667619 https://traffic.megaphone.fm/CSN3168088456.mp3?updated=1661555205 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 on the ways that rising interest rates are impacting investor behavior in both residential and multifamily real estate. She also explains how she’s continuing to find opportunities, overcoming fear and doubt, and she shares her best advice for staying grounded, becoming a more confident investor, and prioritizing the things that matter most to you.Julie Holly is the founder of Three Keys Investment, an organization that helps people find their freedom through multifamily real estate investing. She has invested in single family homes, house-hacked before it had a name, manag... Mon, 01 Aug 2022 15:48:00 +0000 https://traffic.megaphone.fm/CSN3168088456.mp3?updated=1661555205 https://traffic.megaphone.fm/CSN1057380112.mp3?updated=1656097003 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 and projects. In this episode, Vivienne explains the business model that keeps nonprofits afloat, including the major role of debt financing and real estate. Vivienne also provides an overview of LENDonate’s underwriting process and shares how investors can create social change while also generating returns.Vivienne is a CFA, entrepreneur, investment executive, and independent board member with over 20 years of financial services experience. She worked in a variety of institutional finance roles, including Senior Vice President at U.S. Trust, Vice President and Senior Portfolio Man... Sun, 26 Jun 2022 01:29:53 +0000 https://traffic.megaphone.fm/CSN1057380112.mp3?updated=1656097003 https://traffic.megaphone.fm/CSN9716603965.mp3?updated=1654280773 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 are so important, and shares some helpful tips for new investors to look out for. He also discusses his experience as a franchise owner and the challenges he faced during COVID-19, how franchises can fit into an investor’s portfolio, and shares about a different asset class - RV parks, and why these are poised for growth in the future.Seth is a real estate entrepreneur and an expert at creating passive income while working as a highly paid, busy professional. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. Seth is the ... Fri, 03 Jun 2022 18:21:00 +0000 https://traffic.megaphone.fm/CSN9716603965.mp3?updated=1654280773 https://traffic.megaphone.fm/CSN2877522239.mp3?updated=1652893488 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 in the industry, discussing topics like the fiduciary duty of brokers, the importance of integrity and relationship building, and the licensing process for all brokers. Zach also describes the process of becoming a successful CRE broker and offers advice to listeners who are interested in exploring this career.Zach Roesinger is the Co-Founder of the CRE Pro Course, and is the Director of Real Estate Acquisition and Development at Galvanized Holdings, LLC. He specializes in opportunity zone real estate acquisition, entitlement and zoning, and construction management of new build proje... Fri, 20 May 2022 18:15:00 +0000 https://traffic.megaphone.fm/CSN2877522239.mp3?updated=1652893488