Navigating Wealth

Max Artz leads the search fund strategy at Peterson Partners, where he screens roughly 300 searchers a year to back 10 to 15.  He breaks down why this asset class has returned in the mid-30% range for three decades without compressing, and how the best searchers win deals against buyers writing bigger checks.  If you're weighing search as an allocation or the operator path yourself, he lays out wh...

Today we welcome Emila Damjanovic and Evan Skorpen, Partners at Lead Edge Capital, a growth equity firm with 100+ company partnerships and 60+ exits. The conversation covers how growth equity works, why software cash margins have tripled while valuations compressed, and how to identify which software businesses are actually durable when AI is reshaping the category.  This episode gives investors a...

He spent nearly a decade at Meta, got laid off, looked at his accounts, and realized he never had to go back. Three years into semi-FIRE, Andre Nader writes the FAANG FIRE Substack — helping tech workers turn equity compensation and high income into financial independence and optionality. In today's episode, Andre breaks down the full FAANG FIRE framework: how to calculate your enough number using...

The highest inflation in three years has the market pricing in rate hikes. A 38-year Wall Street monetarist thinks that's exactly backwards, and that the Fed is clear to cut.  Today we welcome Jay Hatfield, founder, CEO, and portfolio manager at Infrastructure Capital Advisors, where he runs nine income ETFs. A CPA and Wharton-trained monetary economist with 38 years on Wall Street, Jay makes the...

Today we're thrilled to welcome Kristin Keffeler, Chief Learning Officer at the JFG Family Office, co-author of Wealth 3.0 , and one of the leading practitioners in rising generation development.  Kristin has spent 20 years working with families navigating the psychological and structural challenges of raising children with significant inherited wealth — and is herself a second-generation inherito...

Today we're thrilled to welcome Brent and Kyle Pease, co-founders of the Kyle Pease Foundation and co-creators of 29029, the endurance event where participants climb the vertical equivalent of Everest in 36 hours. Brent and Kyle built a $3 million nonprofit from zero while working other jobs on the side.  In this episode they share how they think about mission-aligned hiring, why the overhead rati...

Today we're thrilled to welcome Jason Bertoldi, litigation finance veteran and Managing Director at Alliant. He has spent his career on every side of the asset class — as a plaintiff's attorney at one of the firms that helped build commercial litigation funding, as an investor at D.E. Shaw, and now as a broker of litigation insurance.  Jason breaks down how outside capital funds legal claims, why...

Today we're thrilled to welcome Anil Gupta, former Head of Investor Relations at Coinbase and eight-year veteran of Meta's IR team.  Anil breaks down how investor relations works, why a first-day IPO pop is a wealth transfer rather than a success signal, what Coinbase's direct listing decision actually meant for employees, and how to read an earnings call when you understand how the other side pre...

Today we're thrilled to welcome Sam Raha, CEO of Myriad Genetics. Sam has spent 25 years at the intersection of genomics and commercial medicine.  In this conversation he explains what precision medicine actually delivers today, how AI is being embedded into diagnostic tests at three distinct levels, and why proactive genetic testing carries a real insurance risk many individuals never think to as...

Today we're thrilled to welcome Nick Gray, a two-time founder who sold a family avionics business to private equity and built Museum Hack into a multimillion-dollar experiential company before exiting operating life entirely.  After two exits, Nick found that financial freedom and social infrastructure are not the same thing. He spent years testing event formats to build a repeatable system for ma...

Today we're thrilled to welcome Blake London, Co-Founder of Formentera. Blake raised $3 billion across five funds in under five years, operates nearly 4,000 wells producing 70,000 barrels of oil per day across the U.S. and Australia, and previously spent 15 years at Credit Suisse as head of energy equity capital markets. In this conversation, recorded live with the Long Angle community on April 22...

Tom Manatos spent 20 years navigating Washington from both sides - as a Capitol Hill staffer who received the calls from advocates, and as the person making those calls on behalf of Spotify, Block, and the Internet Association.  In this episode, he walks through how political access actually works: who the real decision-makers are, what it costs to get in the room, why state government is where bu...

Today we're thrilled to welcome Joline Godfrey, a financial parenting expert, clinical social worker, and author with over 30 years working directly with affluent families. Her question: how do you raise a financially capable kid when you can afford to solve every problem for them? • Learn More About Our Sponsor: https://www.dailybodycoach.com/navigatingwealth • Apply to Long Angle HNW Community:...

Today we're thrilled to welcome Katie Fowler, Principal at Blue Owl Capital, one of the largest non-bank direct lenders in the United States managing over $150 billion in credit assets.  The past six months have produced a cascade of private credit headlines: cockroaches, GFC 2.0, redemption gates, and Katie joins us from inside the portfolios to separate what the data actually shows from what the...

Today we're joined by Megan Nicholson, Partner of ImageArb and a two-decade veteran of hedge fund capital raising across Lehman Brothers, Barclays, and Jefferies.  Megan breaks down how the hedge fund space actually works, what institutional allocators are looking for that most individual investors never think to ask, and why the access and intelligence gap is the real risk for HNW investors tryin...

Today we're thrilled to welcome Dr. Nitun Verma, a Stanford-trained sleep physician who designed and ran clinical sleep programs for Apple employees globally and for Meta.  Nitun's practice has evolved over the years to focus primarily on founders, tech executives, and high-performing professionals who are convinced they've optimized everything, except their sleep.  In this conversation, he breaks...

Today we're thrilled to welcome Dave Nemetz, co-founder of Bleacher Report, the sports media platform he and his high school friends built from a blog into a $200M exit to Turner — all before he turned 30.  After a second exit with his media company Inverse, Dave now spends his time coaching early and mid-stage founders through growth, fundraising, exits, and the post-exit identity crisis nobody t...

Today we’re thrilled to welcome Joey McGuire, the Head Football Coach at Texas Tech University.  After leading the Red Raiders to their first-ever Big 12 Championship and a fourth seed in the college football playoffs, McGuire joins us to pull back the curtain on the "chaos with a structure" defining the modern collegiate landscape. In this episode, we deep dive into the $21M revenue-sharing cap,...

Today we're thrilled to welcome Michael Sapherstein, the former in-house counsel at Major League Baseball, Marvel Entertainment and The Walt Disney Company.  Mike takes us behind the scenes of the "billion-dollar business you've never heard of" (MLB Advanced Media) and explains how he navigated the legal frontiers of the digital revolution, from the first iPad comic books to the looming impact of...

Today we're thrilled to welcome Tom O’Toole, a seasoned executive and Long Angle member who previously served as the CMO of Hyatt Hotels and United Airlines. In this episode, Tom pulls back the curtain on the multi-billion dollar business of airline loyalty programs and shares his strategic roadmap for building a successful "portfolio life" after retiring from the C-suite. Key Topics Covered: The...

Today we're thrilled to welcome Andy Louis-Charles, a seasoned operator, "refounder," and self-described franchise maximalist. After serving as the Chief Strategy Officer at Custom Ink and navigating a major liquidity event, Andy shifted his focus from chasing a "satisfying number" to playing an infinite game. In this episode, Andy breaks down his "Inter-Opus" philosophy—the idea that true fulfill...

Today we're thrilled to welcome Chris Hutchins, host of the All the Hacks podcast with over 1 million listeners. Chris is a serial entrepreneur who co-founded companies acquired by Google and Wealthfront, served as a Partner at Google Ventures, and has accumulated over 14 million credit card points while helping people optimize their finances, travel, and health without turning it into a second jo...

Today we're thrilled to welcome Diamond Innabi, Principal at Software Equity Group.  Diamond has spent 15 years at the front lines of SaaS M&A, guiding founders through exits from first unsolicited offer to multi-million dollar closes. She shares practical insights on timing your exit, running competitive deal processes, and navigating the complexities of earnouts, rollover equity, and post-ac...

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor...

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor...