Vyzer Weekly

Jeremy Roll has been a full-time LP for 24+ years and has lived off his private-market cash flow since 2007. He joins Litan Yahav and Mike to unpack what diversification really means once you leave stocks and bonds behind. The big idea: spreading money across five deals with the same operator isn't diversification. Real risk-spreading happens across three axes at once, asset class, geography,...

When a private fund stops answering your emails, what can a limited partner actually do? In this Vyzer Weekly conversation, Litan Yahav sits down with Adam August and Chris Kirkpatrick of Wick Phillips' investment funds group to break down LP rights, GP removal, fraud vs. plain mismanagement, and what really happens once the SEC or FBI gets involved. Chris is a former SEC Enforcement Division...

The five-step framework two experienced LPs use to vet any private market deal before a dollar goes in. No guest this week, just Litan Yahav (Co-Founder & CEO of Vyzer) and longtime LP Mike Arndorfer opening up their exact process: sourcing, manager vetting, deal mechanics, risk, and portfolio fit. Then they put it to work on a live, anonymized $18M multifamily teardown. This is the practical...

European football is moving from trophy asset to institutional asset class — and the multiple gap between NFL/NBA franchises (7–10x revenue) and elite European clubs (3–5x) is the alpha thesis pulling Apollo, Sixth Street, RedBird, and others into the space. In this episode, Steven and James of Again Capital walk through how their $150–200M multi-club fund is positioned across elite minority stake...

Sarah Shores spent 20 years at BlackRock — most recently as head of product for the firm's entire $2.8 trillion active investment platform. In this conversation, she walks through three institutional truths every individual investor should internalize: you own a portfolio (not a collection of deals), diversification matters more than almost anything, and liquidity is the catalyst for nearly ev...

What are your health insurance options when you don't have an employer plan? Amber Flanagan, breaks down the real choices — COBRA, ACA, union plans, small group LLCs, health shares, and HSAs — through the lens of risk management, not benefit shopping. Highlights: • Why a $110,000 emergency surgery is exactly what insurance should cover — and your copay isn't • How to form a two-person LLC...

Most passive investors don't have a real investment strategy — they react to whatever hits their inbox. Scott Trench, former CEO of BiggerPockets (100K to 3M+ members in 11 years), joins Vyzer Weekly to explain why that approach cost him serious money in 2020–2022 syndicated deals, and how he now approaches private real estate investing with a thesis-first framework. The call dives deep into h...

Most people with wealth think "family office" means something reserved for billionaires. Christopher Nelson, founder of Wealth Ops, argues the opposite: if you have any meaningful wealth, you're already running one — you just might be running it badly. In this episode, Christopher breaks down the seven components of a micro family office, the cautionary tale of the Vanderbilts (a $10...

What does it look like when a recession is already baked in — but most investors haven't noticed yet? In this episode, Litan Yahav sits down with Jeremy Roll, a seasoned real estate and alternative asset investor managing 60+ LLCs, to dig into the macro signals that have him hoarding cash, avoiding private credit, and waiting for one final downturn before deploying capital aggressively into re...

Most LPs get on a call with a GP, like what they hear, and wire the money. Leyla Kunimoto does the opposite: she reads the financials first, and only 10% of deals make it past the first two minutes. In this episode of Vyzer Weekly, Leyla shares the exact framework she uses to vet GPs, detect fraud, and avoid the herd mentality that gets retail investors into trouble — with specific insights on pri...

Most investors think vetting a deal is about reading the deck carefully. The real skill is knowing what's missing, what's misleading, and what to ask before you wire money. In this episode of Vyzer Weekly Calls, Litan and Mike are joined by Hans Box, a CPA-turned-real estate operator and LP investor who has raised over $100M across 25+ deals and holds nearly 100 K-1s a year across real est...

DESCRIPTION Most investors either dismiss life insurance completely or buy it the wrong way. Very few actually use it. In this episode, I sit down with Russ Morgan, co-founder of Wealth Without Wall Street, to cut through the noise. Russ spent years as a certified financial planner who actively advised against life insurance — until the 2008 crash changed everything. Since then, he's built over $5...

Private markets are shifting. Capital is moving. Some managers are adapting. Others are still operating like it’s 2021. Investors are becoming more selective. Transparency expectations are rising. But most of us only see a small slice of what’s actually happening. In this episode of Vyzer Weekly, we sit down with Aleksey Chernobelskiy , founder of GP LP Match, to unpack what he’s seeing across rea...

Most families don’t lose wealth because of bad investments. They lose it because of breakdowns in communication, alignment, and trust. In this episode of Vyzer Weekly Calls, Litan Yahav is joined by Josh Gentine, a family enterprise and governance advisor who works with multi-generational families and large family offices around the world. Josh brings both personal and professional perspective, ha...

In this episode of Vyzer Weekly, we host a candid, investor-to-investor conversation with Shelly Hod Moyal, Co-Founder and Co-CEO of iAngels, Israel’s most active early-stage VC platforms. The discussion focuses on how venture investing changes when startups are built under real, persistent uncertainty, not market volatility or macro narratives, but active conflict. This is not a political convers...

As real estate becomes harder to underwrite and operate, more investors are looking at cash-flowing businesses as an alternative. On this week’s Vyzer Weekly Call, we unpack why that shift makes sense, and where it quietly breaks down. This was not a pitch for buying laundromats or rolling up HVAC companies. It was a grounded conversation about operator risk, deal structure, execution mistakes, an...

Most investors think fraud is obvious. It usually isn’t. In this week’s Vyzer Weekly Call, Litan Yahav and Mike Arndorfer break down how Ponzi schemes and fraud actually show up in private markets, why even sophisticated investors get caught, and how to spot red flags before it’s too late. This is not about paranoia. It’s about pattern recognition, incentives, and asking better questions. No pitch...

In this weekly Vyzer call, we walk through how we’re thinking about 2026, without bold predictions or market hype. We discuss: Why our base case is slow but positive growth What limited Fed cuts actually mean for markets Why the 10-year Treasury matters more than headlines Why public markets may stay choppy and rotational Why private market liquidity remains constrained What this means for real es...

In this Vyzer Weekly Call, Litan Yahav (Co-Founder of Vyzer) and Mike Arndorfer analyze what investors are actually doing right now, based on anonymized, aggregated data from real portfolios tracked on Vyzer. The discussion is grounded in roughly 2,500 investors, 27,000 transactions, and $24B in tracked assets , offering a rare look at how capital is moving across public markets, private investmen...

In this week’s Vyzer Weekly session, we unpack one of the most misunderstood parts of investing: taxes. CPA and tax strategist Steven Gabrielson joined us for a deep, practical conversation about how taxes really work for investors and why so many tax-driven strategies end up hurting returns instead of helping them. We covered the core principles every investor should understand, including: • The...

Rethinking Asset ClassesVyzer Weekly, Session 1Investing has become more complicated than ever. Beyond stocks and bonds, investors now face private equity, private credit, real estate funds, crypto, gold, structured products, annuities, REITs, and dozens of other asset types. In this session, we introduce a simple, practical framework for understanding any asset clearly by breaking everything down...