Arthur Andrew Bavelas
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Conversations with leading entrepreneurs and investors. Arthur is Founder of Family Office Insights, a pioneer in developing one of the first private opportunity review networks. Arthur is a globally recognized entrepreneur, author, and family office investor. He is the host of the Arthur’s Round Table Series, and creator of the Family Office Funding Challenge, Global Business Network, The Family Office Impact Summit, Creator of The Bavelas Index (TBI)™ Family Office Investor Sentiment Index™ . Arthur Bavelas is a pioneer in developing one of the first private opportunity review networks.
Author
Arthur Andrew Bavelas
Category
Podcast website
Latest episode
Jul 9, 2026
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Episodes
The Overlooked Power of Transparency in Food Safety | Restaurant Compliance & Allergen Data 18.04.2026 41:31
In this episode of Arthur’s Round Table, Dylan McDonnell explores why transparency in food safety is becoming a defining factor in the future of restaurants and hospitality. As regulation, consumer demand, and technology converge, what was once a back-of-house operational issue is rapidly becoming a strategic advantage. This conversation breaks down how allergen compliance, data visibility, and so...
Family Office Networking & Deal Flow Strategy | Jon Bailey on Mastermind Groups. 15.04.2026 58:07
In this episode of Arthur’s Round Table, Jon Bailey shares how high-level networking and mastermind groups help family offices, CEOs, and investors improve decision-making, build trust, and generate better deal flow. The conversation explores how structured peer groups create a competitive edge through relationships, accountability, and shared experience. Why networking is critical for family offi...
Future of Work & AI Investing Insights with Tallulah Le Merle. 13.04.2026 55:59
In this episode of Arthur’s Round Table, Tallulah Le Merle shares insights on the future of work, AI, and investing. The conversation explores job disruption, technological transformation, and why human creativity, intuition, and innovation will remain central in a rapidly evolving world. 🎯 What You’ll Learn How AI is reshaping the future of work Why job displacement may lead to net job creation...
Enhance your decision-making by developing full-spectrum perception. 10.04.2026 1:07:31
Unlocking the Power of Human Perception in Decision-Making. Discover how intuition and full-spectrum perception can give entrepreneurs, investors, and leaders a competitive edge. Kate Mulder shares practical insights and experiences on harnessing innate perceptual abilities to navigate complex environments, make faster decisions, and uncover hidden opportunities. Top Insights: 1. Full Spectrum Per...
Bitcoin Investment Strategy/Digital Assets with Gary Cardone. 09.04.2026 1:07:31
In this episode of Arthur’s Round Table, Gary Cardone shares a deep perspective on bitcoin investment strategy, digital assets, and the future of global financial systems. Drawing from his background in energy markets and disruptive industries, Gary explains how transparency, technology, and capital allocation are reshaping investing—and why bitcoin may represent one of the most important financia...
Family Office Capital Allocation Strategy | Investor Insights & Deal Flow 08.04.2026 53:58
In this episode of Arthur’s Round Table, we explore how family offices approach capital allocation across private markets, including private equity, venture capital, and real estate. This conversation breaks down how sophisticated investors evaluate opportunities, manage risk, and build long-term portfolios while maintaining flexibility in an evolving investment landscape.🎯 What You’ll LearnHow f...
Rekha's Approach to Automated Authority Activation. 07.04.2026 56:24
Rekha automated authority activation. In this episode, Rekha shares how her innovative system addresses the operational gaps in estate and incapacity planning, ensuring decisions are executed precisely when needed, not just documented on paper. She explains the integration of technology and trust to secure family legacies efficiently, for traditional financial and Crypto applications. Key Topics •...
Migena Agaraj's networking. Building Success & Strategic Partnerships: The Journey of Migena Agaraj. 31.03.2026 57:24
Discover how Migena Agaraj's networking transitioned from immigrant roots to building a thriving career through authentic networking, strategic partnerships, and entrepreneurial ventures. This episode dives into her stories of seizing opportunities, the power of book collaborations, and practical insights on networking from the stage to everyday life. This episode encapsulates Migena’s strateg...
From Immigrant Roots to Business Loan Empire: Oz Konar’s Journey in Alternative Lending. 27.03.2026 55:13
Discover how Oz Konar transformed personal adversity into an innovative business model that now trains thousands of entrepreneurs in the small business lending industry. This episode explores the complexities of financing small businesses, leveraging AI for pre-qualification, and future industry trends, offering actionable insights for aspiring loan brokers and small business owners alike. Key Top...
Pamela Cytron's Fintech Relationships.How Entrepreneurs Build Fintech Realtionships. 24.03.2026 58:24
Explore how traditional relationship-building skills are still vital in today’s fast-evolving financial technology landscape. Pamela Cytron shares insights on modern sales strategies, the importance of trust, and innovative approaches to wealth management, wellness, and startup growth. In this episode: • Pamela Cytron’s journey from FinTech early adopter to wellness advocate • The evolving art of...
Unlocking Venture Success: Strategies from Andrew Romans 08.03.2026 52:30
In this episode, Arthur Bavelas interviews Andrew Romans about investment strategies, AI integration, secondary markets, and innovative fund structures. They explore how to navigate the complexities of venture capital, secondary sales, and the impact of AI on investing. Chapters 00:00 Introduction and Investment Insights 02:45 The Impact of AI on Venture Capital 05:31 Navigating Late-Stage Investm...
The Future of Family Offices: Governance, Talent & Industry Trends with Brian (The Mack Podcast). 08.03.2026 46:36
In this episode of Arthur’s Round Table, Brian from The Mack Podcast shares insights into the future of family offices, focusing on talent, governance, and evolving industry trends. We explore how family offices are professionalizing, competing for top talent, and adapting to changes driven by private equity, technology, and generational shifts in wealth managementWhat You’ll Learn How family offi...
The Power of Sacred Plants: Healing and Awakening 06.03.2026 1:11:07
In this insightful interview, Ti0 Rohan shares his transformative journey with ayahuasca, exploring its profound impact on consciousness, healing, and spiritual awakening. Discover the power of sacred plants, the importance of proper facilitation, and how higher consciousness can be a catalyst for personal and collective transformation. Key topics Ayahuasca as a sacred medicine for healing and awa...
Unlocking the Secrets of Effective Philanthropy 05.03.2026 46:20
In this episode, Arthur Andrew Bavelas interviews Kris Putnam-Walkerly, a philanthropy consultant and author of 'Delusional Altruism.' They discuss the importance of effective philanthropy, the challenges of funding nonprofits, and the need for a strategic approach to giving. Kris shares her insights on the scarcity mindset that often hinders donors, the significance of trust in relationships with...
Family Office Governance & Investment Strategy | Stephan Gerwert (PwC). 05.03.2026 59:21
n this episode of Arthur’s Round Table, Stephan Gerwert, Head of Family Office Services at PwC Germany, shares how family offices approach governance, investment strategy, and operational decision-making. With nearly two decades of experience advising ultra-high-net-worth families, Stephan provides a 360° perspective on how elite investors structure their organizations, evaluate opportunities, and...
Mark Spicer. Understanding PTSD: An Injury, Not a Disorder. 25.02.2026 1:04:07
In this episode, Mark Spicer shares his remarkable journey from a military career to civilian life, discussing the challenges veterans face, particularly regarding mental health and PTSD. He emphasizes the importance of recognizing PTSD as an injury rather than a disorder, advocating for better support systems for veterans. Mark also recounts personal tragedies that shaped his perspective and led...
From Trauma to Triumph: The Power of Healing with Paul Hutchinson. 24.02.2026 1:02:12
In this conversation, Arthur Andrew Bavelas and Paul discuss a range of topics including mental health, personal growth, child rescue missions, the use of psychedelics for healing trauma, and the importance of setting intentions for change. They explore the impact of generational trauma, the significance of mindfulness and meditation, and the role of faith and intuition in personal development. Th...
From Music to Money: Gene Podsiadlo's Journey. 22.02.2026 45:43
In this episode, Gene Podsiadlo shares his extensive journey from a musician to a prominent figure in the financial services industry. He discusses his early life, education at the Wharton School, and various entrepreneurial ventures, including the creation of mutual funds and the rise of ETFs. Gene reflects on his experiences at Warburg Pincus, international expansion efforts, and the impact of A...
The Power of Family Storytelling with Jamie Yuenger of Storykeep. 22.02.2026 49:05
In this conversation, Arthur Andrew Bavelas and Jamie Yuenger delve into the significance of storytelling within family offices. They discuss the journey of documenting family histories, the challenges faced in this process, and the importance of accountability and courage in sharing these narratives. The dialogue highlights how understanding family stories can impact business succession, resilien...
Nurturing Young Entrepreneurs: A Conversation with Leah K. Ellis. 21.02.2026 36:53
In this episode, Leah K. Ellis shares her journey from running a daycare to founding the Society of Child Entrepreneurs, where she teaches children essential business skills and financial literacy. The conversation explores the importance of nurturing entrepreneurial tendencies in children, the challenges of financial education in schools, and the innovative ways kids are solving problems and star...
Cultural Heritage and Entrepreneurial Spirit with Migena Agaraj. 21.02.2026 44:45
In this engaging conversation, Migena Agaraj shares her inspiring journey from a small town in Albania to becoming a successful entrepreneur and project manager in New York City. She discusses her cultural heritage, early life experiences, and the challenges she faced as an immigrant. Throughout the conversation, she emphasizes the importance of financial literacy, hard work, and nurturing relatio...
Navigating the Future of Family Offices with Anmol Goel 21.02.2026 51:56
In this engaging conversation, Arthur Andrew Bavelas and Anmol Goel explore the intricacies of family offices, investment strategies, and the evolving landscape of asset management. Anmol shares his entrepreneurial journey, from his early ventures in fintech and cryptocurrency to establishing a multi-family office and deploying significant capital in various asset classes. The discussion delves in...
The Journey of an Entrepreneur: Insights from Arthur Bavelas interviewed by Cate Wilkes. 09.02.2026 36:41
Summary In this engaging conversation, Arthur Andrew Bavelas shares his journey as an entrepreneur, reflecting on the influences of his family, the concept of retirement, and the importance of personal fulfillment. He discusses the defining moments that shaped his ambition and the support systems that helped him navigate challenges. Bavelas emphasizes the significance of control and independence i...
Unlocking Leadership Potential in Startups. 09.02.2026 46:49
Summary In this conversation, Arthur Andrew Bavelas and Logan Yonavjak discuss the intersection of impact investing and leadership dynamics. Logan shares insights from his experience in private equity and early-stage investing, emphasizing the importance of evaluating leadership capacity in startups. They explore how AI can enhance leadership assessments, the role of people analytics in decision-m...
Navigating the Lower Middle Market. 03.02.2026 31:00
In this episode, Arthur Andrew Bavelas interviews Brett Hickey, who shares his journey from a small-town upbringing in Canada to becoming a successful entrepreneur and financier. They discuss the dynamics of the lower middle market, investment strategies, and the importance of understanding market trends. Hickey emphasizes the significance of tax advantages and the evolving landscape of business o...
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