Carry On with AJ

Martin Tobias, a seasoned venture investor, shares insights on the current AI landscape, investment strategies, and the future of technology. Discover how AI is transforming industries, the valuation of AI companies, and tips for founders and investors. KeywordsAI, venture capital, startup investing, AI infrastructure, SaaS, startup pivots, fundraising, founder tips, AI futureChapter00:00 The Evol...

Matt Zucker shares his expertise on search funds, small business acquisitions, and investment strategies. Discover how search funds work, what makes a good target, and the potential for high returns in this dynamic asset class. Keywords search funds, small business acquisition, private equity, entrepreneurship, investment strategies, business growth, portfolio management, entrepreneurship educatio...

In this insightful interview, Luis Suarez, CTO of HIG Capital, shares his expertise on technology strategy, AI integration, cybersecurity, team building, and the evolving role of CTOs in a fast-paced financial environment. Discover practical frameworks, innovative tools, and leadership lessons to drive digital transformation and security. Chapters 00:00 Introduction to HIG Capital and Growth Journ...

Avneet Kaur shares expert insights on tax strategies, investment structures, and asset protection for high-net-worth individuals, including real estate, life insurance, and global planning. Discover practical tools and frameworks to optimize your wealth management and reduce taxes effectively. Keywordstax strategies, wealth management, life insurance, real estate, investment planning, asset protec...

What does it actually take to leave a large wealth management firm and build your own Registered Investment Advisor from scratch? In this episode, Alvin Yam shares over 15 years of experience in wealth management — and the real story behind launching a boutique RIA firm without a built-in asset base. We go deep on:• Why fiduciary alignment matters more than brand names• The hidden tradeoffs betwee...

What does it actually take to build a private equity fund in the beverage industry? Brian Rosen, CEO of InvestBev, pulls back the curtain on how capital flows into spirits, RTDs, and emerging beverage brands — and why most founders misunderstand what investors are really looking for. Takeaways * Private equity investment journey * Investment process and diligence * Challenges in the beverage indus...

Ronald Diamond is the Founder and Chairman of Diamond Wealth, a syndicate of over 100 Family Offices ranging from $250 million to $30 billion in assets. For over 20 years, he has invested alongside ultra-high-net-worth families across private equity, venture capital, real estate, credit, and special situations. In this episode, Ron breaks down the state of Family Offices, governance challenges, su...

In this episode of Allstar Allocator, host Austin Jia sits down with Brett Calhoun, managing general partner at Redbud VC, to delve into the challenges and strategies behind successful fundraising. Discover Brett's journey, including his appearance on the Forbes 30 Under 30 list, his approach to investing in resilient entrepreneurs, and how he evaluates potential investments. Whether you'r...

Austin Jia sits down with Nikhil Choudhary from Nirman Ventures to unpack what makes great founders stand out and how strong advisory boards amplify startup success. They explore how venture capital strategies are evolving amid rapid technological change, what traits investors truly value in founders, and how continuous learning shapes long-term outcomes. Nikhil also shares practical insights into...

Tony Parish, Chief Investment Officer at AlphaStar Capital Management, helped grow the firm from $400 million to $2.2 billion in assets — but his story isn’t just about scale. In this wide-ranging conversation, Tony and host Austin Jia unpack what it really means to think like a CIO in today’s markets: staying calm through volatility, balancing art and analytics, and leading with curiosity in a wo...

From nightlife software to family office — Shane Neman has done it all. An immigrant turned serial entrepreneur, Shane built Joonbug , scaled EZ Texting into a major SaaS exit, and now invests across real estate, AI, and crypto . In this episode, he opens up about how relentless hustle, fast decision-making, and street-smart instincts shaped his journey — and what every founder can learn from it....

Lawrence Sprung is an Investopedia Top 100 Advisors. His firm Mitlin Financial is an Investopedia Top 10 financial planning firm in Long Island, NY. He built one of the most amazing team in wealth management because he follows one important rule in the business. Let's get started. 00:00 Introduction to Wealth Management and Team Dynamics 03:45 The Joy of Financial Planning 07:39 Building a Pro...

Summary Valerie Hogan from Clearwater Capital Partners discusses the intricacies of wealth management, particularly in family offices. She shares insights on how families create wealth, the importance of building trust with clients, and the transition from being an operator to a wealth protector. Valerie emphasizes the need for planning across generations, the role of philanthropy, and the empower...

What does it take to build a business in the middle of a financial crisis—and still come out ahead? In this conversation, Bill Woodruff shares his journey from developing trading systems, sold it to Fortress , to founding WealthFactor and quickly scale it over $100M , and why he’s now laser-focused on AI infrastructure as the next big investment frontier. We cover: Why taking risks during a crisis...

How do institutional investors decide where to put billions of dollars? In this episode of the All-Star Allocator podcast, Marcus Solomon of Makena Capital — a $20B+ allocator — pulls back the curtain on how his team invests across data centers, real estate, and private markets. He shares his career journey from trading to managing real assets, the key questions they ask when evaluating managers,...

In this episode of the AllStar Allocator podcast, host Austin Jia interviews John Grace, founder and a seasoned wealth manager with over 30 years of experience. They discuss the importance of understanding client relationships, investment strategies, and the impact of market volatility on investor behavior. John emphasizes the need for active management and diversification in portfolios, as well a...

In this conversation, Matt Zumbach, Chief Investment Officer of the Baylor Oral Health Foundation, shares his journey into investing, discussing his early experiences, and his approach to evaluating investment opportunities. Matt also provides insights into evaluating investment managers, recognizing red flags in pitches, and his perspectives on emerging investment opportunities. They discuss: Myt...

Welcome to AllStar — the podcast where leading investors and business leaders share how they allocate capital, evaluate opportunities, and build lasting wealth. From real estate to private markets, we dive into the trends, frameworks, and stories behind today’s most thoughtful allocators. Visit us online at https://www.allstreetcap.com/