The Wealth Enterprise Briefing

In this episode of The Wealth Enterprise Briefing , Michael Zeuner, managing partner at WE Family Offices , and Sam Sudame, senior investment manager, examine the impact of interest rates on global capital markets and asset valuations in depth. They discuss why market participants closely watch the Federal Reserve's every move and the anticipation of Fed Chairman Jerome Powell's insights at the up...

In the latest episode of The Wealth Enterprise Briefing , Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg, Partner and Head of Wealth Planning, the intricacies of the newly implemented Corporate Transparency Act (CTA) and its far-reaching implications for both U.S. and international families. Key points explored in this episode include: The scope and purpose of...

In this flash episode of The Wealth Enterprise Briefing , Michael Zeuner , managing partner at WE Family Offices , and Sam Sudame , senior investment manager, dissect recent market turbulence and its implications for informed investors. Their discussion cuts through the noise to focus on long-standing investment principles and economic realities. Key topics explored include: Decoding the recent sp...

In the latest episode of The Wealth Enterprise Briefing , Michael Zeuner, managing partner at WE Family Offices, is joined by Sam Sudame, global head of macro, to discuss asset allocation guidance for the second quarter. Their conversation focuses on the current economic landscape, market trends and strategic investment approaches in light of recent economic conditions.   Key points discussed incl...

In this episode of The Wealth Enterprise Briefing , Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to discuss current challenges and opportunities within the private markets amidst recent economic conditions. Their discussion covers the impact of valuation declines, liquidity issues and the extended holding periods that have tested private in...

The ever-changing landscape of macroeconomic data plays a pivotal role in shaping investment strategies. With the Federal Reserve's data dependency and shifting trends in inflation and economic growth, it's crucial for investors to stay informed about these developments. Understanding how these macroeconomic factors influence capital markets can provide valuable insights for long-term planning and...

In this episode of The Wealth Enterprise Briefing , WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell continue a previous discussion about the effects of prolonged higher interest rates on private investment markets, this time examining the opportunities presented.   Michael and Matt explore where the current market environment offers prospects for deploy...

In this new episode of The Wealth Enterprise Briefing , WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell discuss an issue increasingly relevant to investors: the effect of prolonged higher interest rates on private investment markets.   Key topics Michael and Matt address include:   ·       The impact of higher interest rates on the present value of comp...

While our past discussions have focused on forward-looking strategies in private markets amidst current capital market conditions, in our latest episode of The Wealth Enterprise Briefing , WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA® , take a reflective turn. Michael and Matt analyze the performance and trends of private investment vehicles ov...

In the latest episode of The Wealth Enterprise Briefing, we discuss the nuanced interplay between short-term sentiment and long-term fundamentals in shaping market activity. Join host Michael Zeuner , managing partner and Sam Sudame , senior investment manager, to dissect the recent market turbulence in April and offer strategic insights for investors. Throughout the episode, they discuss: April's...

While the U.S. has averted any kind of serious recession and slow down, there are a few lingering areas of concern. On a previous episode of The Wealth Enterprise Briefing, we discussed concerns in the commercial real estate space , and in our latest episode, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA , examine the challenges and potential op...

Recent years have seen rolling recessions influenced by Fed monetary policy, but signs now point to a more defined cycle, with positive markers like growing leading economic indicators and renewed consumer confidence – a departure from traditional boom-and-bust patterns. In our latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices , is joined by se...

During this episode of The Wealth Enterprise Briefing podcast, we continue the conversation about investing in India and take a closer look at the potential risks and rewards. Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame of WE Family Offices discuss India's economic landscape, address concerns about high valuations and identify potential investment opportunities. In the...

In our latest episode of The Wealth Enterprise Briefing , we are exploring an important question that has been top of mind for many investors – How attractive are the investment opportunities in India, and how do they compare to those in China? Join WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame as they explore India's growth trajectory and the profound...

While the U.S. economy seems to be headed for a soft landing, potentially avoiding a significant recession, economic trouble may still be brewing. In our latest episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA , explore commercial real estate, which has been significantly affected by the prolonged rise in...

During this episode of The Wealth Enterprise Briefing , WE Family Office’s Managing Partner Michael Zeuner and Partner and Wealth Planning Executive Joseph Kellogg , LL.M. (Tax), CFP®, TEP, address the pressing topic of wealth taxes. Together, they offer a thorough overview of the dynamics related to wealth taxation, covering both federal and state levels while examining proposed measures and pote...

Amidst the evolving geopolitical landscape, understanding its impact on investment strategies becomes essential for deciding on a successful investment approach. In the latest episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame , CFA, CAIA, CFP, discuss the intricate dynamics of geopolitical events and their...

During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame, CFA®, CAIA®, CFP®, provide a comprehensive overview of critical macro themes facing investors as we enter 2024 after exiting a turbulent 2023. Key topics addressed during this episode include: Q4 Market Performance: The hosts analyze the unprece...

During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA , kick off the year by examining the private markets. They specifically explore potential opportunities and challenges in private credit, secondaries, real estate and commodities, providing valuable insights for navigating the ever-evolv...

The recent record-breaking rally in the equity market has led many investors to believe that the Federal Reserve has successfully orchestrated a soft landing, signaling a green light for entry into a prosperous new economic cycle. However, amid this optimism, nuanced data points paint a different picture, casting a cautionary yellow glow on the seemingly smooth path ahead. In this installment of T...

Following an extended period of rapid rate increases, investors are now observing indications that the Federal Reserve might pivot its monetary policy and initiate interest rate cuts sooner than originally anticipated. In this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Macro Strategy Sam Sudame , CFA, CAIA, CFP, examine...

Amidst the backdrop of a prolonged period of elevated interest rates, it comes as no surprise that the U.S. bond market and the global macro economy are experiencing substantial impacts. However, another asset class is also facing the effects of the current environment: private equity. During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeu...

During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Macro Strategy Sam Sudame , CFA, CAIA, CFP, take a deep dive into the intriguing dynamics at play within the bond market. Departing from historical norms, the Federal Reserve policy, traditionally the main driver of the bond market, finds its influence usurped in fav...

Following a comprehensive overview of the markets , WE Family Offices Managing Partner Michael Zeuner , returns with Director of Macro Strategy Sam Sudame , CFA, CAIA, CFP, for this episode of The Wealth Enterprise Briefing podcast to explore how the economy has fared throughout 2023 and what may lie ahead for 2024.   This episode covers a wide range of crucial topics, including:  Economic Data Pr...

During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell, CAIA , provide a comprehensive overview of market performance over the past three quarters and offer insights into what investors can expect, as we head into the final quarter of 2023.   Key topics addressed in this episode include: Year-...