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Roger Ferguson III Reflects On Three Episodes With His Father | AWM Insights #270

After three episodes with Roger Ferguson Jr. on building a 1Hundred Year Family, Justin and Mena sit down with his son, Roger Ferguson III, an Investment Manager at AWM, to reflect on what it’s like to grow up inside those lessons and why generation two, not generation one, is where families actually keep or lose their wealth. *Connect 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/ *Chapter* [00:00] Introduction: Justin and Mena welcome Roger Ferguson III to reflect on the three-part series with his father, Roger Ferguson Jr. [00:02] Roger reflects on interviewing his dad and discovering lessons he didn’t realize were being taught. [00:03] Why Generation Two Is The Real Test: “It’s not the first generation you have to worry about, it’s gen two and beyond.” [00:05] The Power Of Repetition: How hearing the same lessons for thirty-plus years built the instinct to make better decisions. [00:09] Values In Practice, Not Just Words: Diversification, right-sized positions, and saving relentlessly as lived principles. [00:11] The CEO Who Sat In The Middle Seat: Living the say-do ratio, no matter the title or the balance. [00:15] Discipline Over Dollars: Why more resources demand more discipline, especially in a social-media-comparison world. [00:16] Rethinking “$100 Million Isn’t Enough”: Unpacking the generational wealth debate and the power of compounding time. [00:20] Closing Thoughts: Own your wealth, make an impact, always be a pro.

Growth Fund 2 — A Progress Report | The AAA Storage Podcast #45

Eight months after breaking escrow, Paul Bennett gives a project-by-project update on Growth Fund 2 — AAA Storage's $40 million ground-up development fund across Texas and North Carolina. Paul walks through where each of the fund's six active projects stands, why the national self-storage development pipeline keeps shrinking, and why he thinks that sets up a seller's market later this decade. He also shares an early read on Growth Fund 1's performance and explains how AAA Storage manufactures value through development rather than relying on appreciation. Ready to talk about your investment strategy? Reach out at https://www.aaastorageinvestments.com/contact New 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. Follow 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-sponsor First-Time Real Estate Syndication Investor Checklist: https://www.aaastorageinvestments.com/info/first-time-real-estate-syndication-investor-checklist Chapters [00:00] Introduction [00:16] Growth Fund 2 overview: $40 million across seven storage and four small-bay projects [01:00] Why the self-storage development pipeline is shrinking [03:45] Eight months in [04:00] Huffmeister and Buda: the first two projects near initial lease-up [06:00] Elgin and Hutto: the fund's best financing yet, and a Samsung-driven pivot to small-bay [10:00] Six projects, eleven planned [12:00] Cap rates, cycles, and the return of institutional buyers [13:57] Growth Fund 1's track record, and why Fund 2 is still raising capital [16:00] How AAA Storage manufactures value and the target return for investors

The CHIPS Trial: Bayesian Adaptive Trial in JAMA

In this episode of “In the Interim…,” Dr. Scott Berry talks with Dr. Roger Lewis, Dr. Anna McGlothlin, and Dr. Nick Berry — all co-authors on the CHIPS trial results recently published in JAMA (Spinella et al., August 2026) — about the design, implementation, and results. The conversation covers why room-temperature platelets, which can be stored only five to seven days, leave rural hospitals, low-volume centers, and military and disaster settings without a reliable supply, and how a Bayesian adaptive design was used to find the maximum safe cold-storage duration rather than testing a single fixed duration. Roger, Anna, and Nick walk through the monotonic dose-response model that governed escalation, an unplanned mid-trial complication when the FDA independently authorized fourteen-day cold storage, and how the Data Safety Monitoring Board reviewed results within days of each interim. The trial ultimately demonstrated non-inferiority of cold-stored platelets out to twenty-one days with a Bayesian probability greater than 99.9%, offering a path to expanding platelet access in settings where it was previously very challenging. Key Highlights Cold-stored platelets tested as a potential answer to platelet shortages in rural, low-volume, and military/disaster settings. Bayesian adaptive design used to find the maximum safe cold-storage duration, not just test a single fixed duration. A monotonic dose-response model constrained escalation to a pre-specified, safety-first ladder across four interim analyses. Mid-trial complication: an independent FDA decision allowing 14-day cold storage, absorbed into the design without unblinding. Non-inferiority demonstrated out to 21 days of cold storage, with a Bayesian probability greater than 99.9%. Interim data turned around by the unblinded implementation team in five business days, versus the six weeks often assumed for adaptive trials. Implications for platelet access in disaster, military, and low-volume hospital settings, and for how shelf-life-dependent products are tested going forward. For more, visit us at https://www.berryconsultants.com/

Roger Ferguson Jr. - Part 3: Real Wealth-Building Advice for the Next Generation | AWM Insights #269

In Part 3 of our conversation with Roger Ferguson Jr., former Vice Chairman of the Federal Reserve and former President and CEO of TIAA, we get tactical. We ask his opinion about Odell Beckham Jr.'s claim that $100 million isn't enough to build generational wealth, and Ferguson agrees and disagrees in the same breath: the number is real, but the math of a multi-generational family changes everything. From there, the conversation moves through diversification, spotting real opportunity versus hype, the investing mistakes he'd never repeat, and the mentors who shaped how he thinks about wealth. He closes with the phrase he'd put on a billboard for the next generation: and it isn't about money at all. Connect 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/ Chapters [00:00] Ferguson's advice to his 20-year-old self: save relentlessly and start now [01:39] Is $100 Million Enough? [04:13] Diversification As A Discipline [07:01] Spotting Real Opportunity vs. Hype [10:45] Investing Mistakes He Wouldn't Repeat [13:38] Mentors, EQ, and IQ [15:28] Ferguson's closing wisdom for the next generation

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