In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle one of the most debated questions in investing: should you get more aggressive when markets decline? Drawing on the latest market surprises, past downturns, and the psychology behind opportunistic investing, they share practical guidance on aligning portfolio decisions with your personal goals. Discover why disciplined, rational optimism—not market timing—leads to long-term success, and learn how to navigate volatility without putting your priorities at risk. Connect with UsCall or test us: 626-862-0355Website: https://www.athletefamilyoffice.com/YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEALinkedIn: https://www.linkedin.com/company/awmcapital/Instagram: https://www.instagram.com/awmcapital/X: https://twitter.com/awmcapitalFacebook: https://www.facebook.com/awmcapital/Chapters(00:00) Market Volatility and Current Events(02:35) Unpredictability of Market Reactions(03:58) Evaluating Aggressive Moves in Down Markets(04:56) Aligning Portfolios to Personal Priorities(07:17) Weighing Opportunity Versus Risk(10:22) Lessons from Market History(11:38) The Value of Rational Optimism

In this episode of "In the Interim…", Dr. Scott Berry is joined by statisticians Dr. Amy Crawford, Dr. Cora Allen-Savietta, and Dr. Jessica Overbey for a technical deep dive into hierarchical composite endpoints and the win ratio in clinical trial design. The group addresses clinical and statistical justifications for layered endpoint structures, demonstrates the mechanics of pairwise win ratio analysis, and explores operational and interpretive consequences in both conventional and adaptive trials. The panel scrutinizes analytic limitations, regulatory concerns, and emerging modeling strategies—all grounded in real-world trial examples.Key HighlightsPrecise definition and use case for hierarchical composite endpoints in cardiovascular and related trials.Stepwise breakdown of win ratio mechanics, tie-handling, and the distinction between effect estimation (win ratio) and hypothesis testing (FS-test).Discussion of endpoint prevalence and dominance, risk of clinical interpretation being tied to lower-order outcomes, the role of patient exposure, and methods to parse component contributions.Overview of statistical power, role of simulation, and comparative advantages over other composite approaches.Identification of core limitations: interpretive complexity, opaque weighting, and mutable meaning of wins with maturing data.Review of predictive probability for adaptive interim analysis and modeling using ordinal regression.Opinions of US and European regulatory perspectives including support, reservations, and expectations for transparency with graphics and complementary analyses.For more, visit us at https://www.berryconsultants.com/

Join AWM’s Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as they tackle the challenges of investing during periods of global volatility. In this episode, they break down how to build portfolios that withstand turbulent markets, challenge the risks of cookie-cutter strategies, and share the disciplined approach behind the 100-year family philosophy. Listeners will gain practical insights on safeguarding wealth, the impact of diversification, and why precision matters when protecting your family’s financial future. This is a playbook for anyone seeking peace of mind and staying power through all seasons of the market.Chapters(00:02) Navigating Market Turbulence and Global Events(03:56) Building Defensive Portfolios for Protection(05:50) Avoiding Cookie Cutter Investment Approaches(08:02) The Role of True Diversification(10:04) Embracing Long-Term Discipline(12:28) Participating in the Global EconomyConnect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/

In this episode, Paul Bennett demystifies the mechanics of investment waterfalls—how profits and returns are distributed between investors and sponsors. He explores the critical differences between American and European waterfall structures, why sponsor alignment and fee transparency matter, and how AAA Storage’s approach protects investor interests. Whether you’re new to private equity or looking to sharpen your due diligence skills, you’ll take away practical insights for evaluating real estate investment opportunities with confidence.Chapters(00:00) Understanding the Waterfall Structure(01:26) Legal Governance and Transparency(03:36) Incentives and Sponsor Alignment(06:02) American vs European Waterfalls(09:49) Distribution Priority and Capital Return(12:47) Preferred Return and Split Rationale(17:14) Simplicity vs Complexity in Waterfalls(20:09) Fee Structure and Sponsor Profitability(23:59) Complex Tiered Waterfall Examples(27:41) Due Diligence and Fairness for InvestorsWe believe good investing starts with a conversation, so if today's episode got you thinking about your investment strategy, reach out to us through our Contact Form and let's start building together: https://www.aaastorageinvestments.com/contactFollow and Connect with Us• LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/• Instagram: https://www.instagram.com/aaastorageinvestments/• X: https://x.com/investments_aaa• Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/Download our free guides to take your investing to the next level:10 Due Diligence Questions to Vet Any Real Estate Sponsor: https://www.aaastorageinvestments.com/info/10-due-diligence-questions-to-vet-any-real-estate-sponsorFirst-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the current wave of global market volatility, exploring what’s driving disruption from oil shocks to geopolitical conflict. They explain how to filter out the daily headlines, categorize market shifts, and focus on the timeless principles behind long-term investing. With practical wisdom and clear analogies, Justin and Mena deliver a coach’s perspective on why patience, discipline, and understanding short-term noise are essential to building a flourishing legacy. Tune in for clarity and confidence in navigating uncertain times—and learn how to play the long game in family wealth.Chapters(00:00) Market Volatility and Current Events(02:10) Oil Disruption and Global Impact(04:45) Navigating Uncertainty and Investor Focus(06:20) Short Term vs Long Term Market Movements(10:15) Healthy Market Volatility and Discipline(14:35) Staying Disciplined for Long Term SuccessConnect with Us• Call or text us: 626-862-0355• Website: https://www.athletefamilyoffice.com/• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA• LinkedIn: https://www.linkedin.com/company/awmcapital/• Instagram: https://www.instagram.com/awmcapital/• X: https://twitter.com/awmcapital• Facebook: https://www.facebook.com/awmcapital/