Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previously CEO of CPIB, the $500 billion dollar Canadian pension fund, and before that was a banker with Goldman Sachs in Asia.  He has degrees

Today we are talking to Kristin Keffeler, author of the very insightful new book Myth of the Silver Spoon. We talk about the emotional and psychological clutter around money, the confusing messages we get about wealth, positive psychology, and how to integrate a healthier identity. Kristin is a consultant and founder o

Paul Sullivan is on a mission to rethink fatherhood, and he is doing it with thousands of parents. Paul is the bestselling author of two books, Clutch: Excel Under Pressure, and the Thin Green Line: The Money Secrets of the Super Wealthy. We talk about his decade of studying the wealthy for the New York Times, fatherho

Coventry Edwards-Pitt is the author of Engaged Healthy Wealthy and Wise, and we will be talking about the challenges of inheritors in love and marriage, self-actualization, the stumbling block of prenuptial agreements, and the desire to break free from the constraints of onerous wealth management infrastructures. Covie

Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston.  Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in political science from MIT.  He was a professor at Harvard Business School previously and is the author of two books:  Indispensable: When L

Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets.  Peter is a systems guy with the heart of a trader.  We talk about his path to the Street through the New York Fed, and his early days at Tudor Investment Corporation.  Along the way, Peter drops many of his great aphoris