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What the Smartest Minds in Tech Taught Us About Wealth, AI, and Venture Access | AWM Insights #258

Join Mena Hanna and Brandon Averill as they recap powerful lessons from a two-day Annual General Meeting in San Francisco, where the brightest minds in venture capital, tech, and professional sports converged. This episode explores how AI is reshaping the value of intelligence, why human judgment remains irreplaceable, and what it takes to access today’s most exclusive venture opportunities. Packed with remarkable stories, fresh data, and practical wisdom for building multi-generational wealth, you’ll get a front-row seat to the real conversations shaping the future of investing and family legacies. Don’t miss a rare inside look at the relationships, strategy, and vision driving AWM’s approach in this new era.Chapters(00:00) Humans and AI—The Power of Collaboration(04:30) Inside the Annual Venture General Meeting(06:00) Venture Access and the Intellectual Revolution(09:00) Shifting Value and Human Oversight in Investing(14:00) Investing Discipline and Diversification in Tech(19:00) Human Element and Decision-Making in Wealth(21:28) Reflection—Going Inward Before UpwardConnect 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/

Four Stages of Leadership - Part 1: Stages 1-3

In this first of two parts, Adam Hatcher sits down with Norm Smallwood, co-founder of RBL Group and a longtime collaborator in Adam's own family business journey, to unpack the four stages of leadership. The framework, rooted in decades of research on how professionals contribute over time, gives family business leaders a practical language for two of the most common fears they may face: Am I actually seen as a strong performer? And are the family members I'm responsible for performing at the level this company needs?Episode LinksWebsite: https://www.21clear.comAdam on LinkedIn: https://www.linkedin.com/in/adamhatcherNewsletter: https://21clear.substack.com/RBL Group: https://rbl.netThe Leadership Code (book): https://www.amazon.com/Leadership-Code-Five-Rules-Lead/dp/1422119017/ref=sr_1_1?crid=1B26WGHNHQ6VK&dib=eyJ2IjoiMSJ9.838JgtClYdMg4F3r2ARzvCthyMzkEj4gGOv8NG00GHtSNPWV7lwBru9aOWpjJIdEWVfa0yrm8wjqnfY9uUC1eZ_CKIBHbdAWzOY4vLrmzDgT6AgJaTL2adE27iKDWUhi5nDye2TXJJi4DRUxOQdejq6msmfQVXNBBb_BxZIfLGN85fVJnM9B4qAU7HIFVavJxo3CZXHawE78UW0oqje5vokaFeUZ8cQgFmfT5TvOSd4.2QPaWp6sU8o1M31W8ScJ7hWMfSAjeliNX3qNGYa0tZA&dib_tag=se&keywords=leadership+code&qid=1781721087&sprefix=leadership+code%2Caps%2C207&sr=8-1Bumper Music: "Still Hot" by Nic D, Connor Price © Lossless, 2023Episode Produced By: https://snapmarket.coChapters[00:00:05] Introduction[00:04:26] Background[00:05:36] The Two Fears[00:07:04] The Origin[00:11:15] Stage 1: Dependent Contributor[00:13:54] The Prosecutor Story[00:14:56] Stage 2: Independent Contributor[00:18:03] Stage 3: Contributing Through Others[00:21:01] The External Benchmark[00:23:05] Super Expert vs. Integrator[00:26:33] Does Stage 3 Require a Team?[00:29:42] From Me to Us[00:33:19] Reinvention and Novation[00:36:35] "Am I As Good As My Title?"[00:38:56] Availability vs. Qualification[00:41:00] Close and Preview

Conversational Loyalty: What Happens When Rewards Start Talking Back

In this episode of Travel Buddy, Rachel Satow and Ian Andersen unpack the rise of conversational loyalty and its impact on customer experience. The conversation explores how AI-powered chatbots are reshaping loyalty programs, making them more intuitive and engaging, while raising important questions about data, privacy, and the need for seamless integration across business channels. With real-world examples, strong perspectives, and practical guidance on technology and user experience, this episode offers business leaders, marketers, and technologists timely insights on where travel loyalty is headed next. Tune in to discover how genuine conversation and smart technology can transform the future of customer relationships.Chapters(00:00) Introduction to Conversational Loyalty(01:00) Transforming Traditional Loyalty Programs(06:00) AI Implementation and Practical Considerations(10:00) Unified Customer Experience Across Channels(13:00) Data Integration Challenges and Personalization(19:00) Privacy, Convenience, and Regulatory Debates(28:00) Multichannel Communication Preferences(31:00) Human Touch and Natural Conversation FlowConnect with SwitchflyWebsite: https://www.switchfly.com/LinkedIn: https://www.linkedin.com/company/switchfly/X: https://twitter.com/switchflyYouTube: https://www.youtube.com/@SwitchflyOfficial

Mid-Year Update: Q2 Recap & What We're Watching in Q3 2026 | The AAA Storage Podcast #39

In this episode, Paul Bennett delivers a mid-year update on the state of self-storage and small-bay industrial real estate. Paul unpacks current market trends, including shifts in occupancy, rent growth, and the increasing institutional interest in small-bay properties. You will gain practical insights into regional opportunities, supply constraints, and why now may be a rare window for investors looking to capitalize on these asset classes. Tune in to hear expert analysis and firsthand market perspective from one of the industry's most experienced operators.Ready to talk about your investment strategy? Reach out at aaastorageinvestments.comNew episodes every two weeks. Subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts, and send this to an investor in your network who needs to hear it.Chapters(00:00) Midyear Self Storage Market Overview(04:11) In-Place Rent Growth and Occupancy Trends(07:11) Regional Performance and Market Dynamics(13:30) Limitations of REIT Data for Investment Decisions(16:08) Small-Bay Industrial Market Strength(21:03) Supply Constraints and Investment Window(24:41) Key Growth Markets and Strategic FocusFollow 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

A Statistician Reads JAMA: A Futile Issue

On the latest episode of "In the Interim…", Dr. Scott Berry provides an empirical examination of two recent JAMA trials: TRACK (low-dose rivaroxaban in advanced kidney disease) and VICTORY (IV vitamin C in severe burn injury). The TRACK trial lacked any pre-specified futility criteria, with a DSMB-initiated stop based on conditional power calculations. Scott argues that conditional power, especially in this interim context, is a poor, misleading tool—contrasting it against a Bayesian predictive probability calculation that produced a much lower and more realistic estimate of success. In VICTORY, a pre-specified risk ratio threshold for futility was incorporated, with simulation confirming minimal effect on bias and statistical power. Scott underscores the practical and ethical importance of rigorously pre-specified, simulation-based futility rules and operationalizes the case for Bayesian predictive probability as a decision metric in interim monitoring. He reiterates that responsibility for defining futility belongs to trial designers, not left to ad hoc DSMB judgment, and calls for precise statistical planning in adaptive trial protocols.Key HighlightsTRACK: No pre-specified futility rule; DSMB stopped for futility using conditional power post hoc.Technical critique of conditional power as misguided at interim, supporting Bayesian predictive probability instead.VICTORY: Pre-specified futility threshold, with simulation confirming minimal operational bias and power reduction.Emphasizes pre-specified, simulation-based futility planning and predictive probability monitoring as standards for all trials.For more, visit us at https://www.berryconsultants.com/

Hosts

Josh Alexander

Josh Alexander

Host of The ALX Show
Loren Sanders

Loren Sanders

Host of Conversations WeLearn From
Sean Stowers

Sean Stowers

Host of Conversations WeLearn From
Brandon Giella

Brandon Giella

Host of Redemptive Marketing Podcast