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Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

Using Private Credit to Hedge Against Rising Interest Rates With Christopher Long (Ep. 56)

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As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors.

In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge against rising interest rates (and potentially inflation).

Christopher discusses:

  • How the lines between public and private credit have started to blur
  • What are CLOs, how they work, and the value they add to your portfolio
  • Potential risks in private credit
  • The current and future outlook of private credit
  • And more

Connect With Christopher Long:

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About Our Guest:

Chris Long founded Palmer Square Capital Management, an approximately $22.3 billion AUM asset manager focused on corporate and structured credit, in June 2009. Currently, he serves as Chairman, CEO and Portfolio Manager. Since inception, Chris has been successful in building one of the premier credit investment firms in the world with an enviable client list that includes not only large institutions and family offices, but also RIAs, bank/trust, and broker-dealers. Prior to starting Palmer Square, Chris built a deep investment background at some of the top financial firms in the world including Morgan Stanley, TH Lee Putnam Ventures, and JPMorgan & Co. Chris’ breadth of investment experience includes hedge fund investing, private equity / venture capital, and finally, investment banking.
The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

The Client Experience at Centura Wealth Advisory With Our Client Tina Daniels (Ep. 55)

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We started working with Tina Daniels’ family nearly 18 years ago for her grandmother’s estate. Then, we worked on her parents’ estate. As of today, we have been helping Tina manage her wealth for nearly 15 years.

In this episode, Derek Myron interviews Tina, the Managing Director of Agency & Brand Measurement Analytics at Google. Tina provides a glimpse into what it’s like to work with Centura Wealth Advisory (Centura) and how our Liberated Wealth® Process has helped her secure her financial future.

Tina discusses:

  • Why she doesn’t manage her own wealth, despite having a strong financial background
  • Her experience of working with multiple professionals on the Centura team
  • The biggest financial lessons she gained as our client
  • Her advice to other individuals who are in a similar financial position as hers
  • And more

Resources:

Connect With Tina Daniels:

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About Our Guest:

Tina Daniels is a current client of Centura Wealth Advisory. Tina is a marketing industry leader – a digital veteran successfully driving internal and external corporate growth. She has designed and led innovative, multi-faceted engagements with Fortune 500 companies, developed online business and marketing strategies, created advertising campaigns and offered unique performance analyses. Tina’s experience spans agency, publisher, and technology companies, where she’s achieved success in both corporate and startup environments.

The presented testimonial is from a current Centura client and is for informational purposes only. The statements provided should not be considered as a representation of all client experiences, which may differ substantially.
Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

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With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money.

In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates.

Paul discusses:

  • How real estate in general responds to inflationary pressures
  • The advantages of multifamily over other types of real estate investments
  • Latest trends in cap rates and cost of debt that real estate investors should know about
  • How inflation is impacting the affordability gap between single-family homes and apartment renting
  • And more

Connect With Paul Kaseburg:

Connect With Centura Wealth Advisory:

About Our Guest:

Paul Kaseburg joined MG Properties in 2010 and is responsible for the firm’s acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of approximately 18,000 units totaling $3 billion in total consideration. Paul has 17 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MG, he held various roles in commercial real estate debt and equity acquisitions, development, and financing. He has a background in corporate M&A and venture capital investing at Northrop Grumman (NOC). Paul holds a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame, and an MBA in Finance and Entrepreneurship from the UCLA Anderson School of Management.
Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

Get To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)

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Recently, we had a great addition to our team!

In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer.

In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and professional journey. Seth also shares his future plans with the firm and the type of clientele he aims to serve.

Seth discusses:

  • His major personal and philanthropic interests
  • How he fits into Centura Wealth Advisory’s broad bench of professionals
  • The niche markets that he specializes in serving (both nationally and locally)
  • What motivated him to join the team at Centura Wealth Advisory
  • And more

Connect With Seth Meisler:

Book Time with Jonathan Freeman:

Schedule a Call

Connect With Centura Wealth Advisory:

About Our Guest:

Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory in January 2022 as a Senior Wealth Advisor. With 15 years of experience as a financial advisor and Chief Investment Officer, Seth helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions. Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of  CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs in order to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and in Forbes.

 
43. Articulate Your Vision With Lois Weinblatt

43. Articulate Your Vision With Lois Weinblatt

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Entrepreneurs, are you struggling to articulate your vision in a way that resonates with every member of your company?

In this episode, Jonathan Freeman speaks with Lois Weinblatt, international vision coach, facilitator, and speaker at True North Visionaries. They break down the visioning process and help you find clarity, so that you can make better decisions, enroll your team to see where you are headed, and improve engagement across the organization. 

Lois discusses:

  • How to articulate your vision on an organizational level
  • The importance of vision in employee recruitment and client communications
  • Tips to keep your team aligned with your vision, especially in the virtual environment
  • Potential challenges during the visioning process — and how to overcome them
  • And more

Resources:

Connect With Lois Weinblatt:

Connect With Centura Wealth Advisory:

About Our Guest:

Lois Weinblatt is an international vision coach, facilitator, and speaker at True North Visionaries. Lois founded True North Visionaries in 2013 to help visionary leaders and organizations around the world gain clarity and achieve success. Before starting True North Visionaries, Lois held many sales and business development roles spanning over six years.

 
42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)

42. How To Optimize Retirement Plan Distributions (In Light of Proposed Tax Changes)

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Over the years, you may have accumulated a large sum of wealth in your retirement accounts.

But withdrawing that money tax-efficiently can feel like a challenge, especially under proposed tax changes currently being discussed.

In this episode, Derek Myron and Kyle Malmstrom discuss how the expected estate tax changes may potentially affect your retirement plan distributions, and share effective strategies to help you transfer your accumulated wealth to your desired beneficiaries in a tax-efficient manner.

Derek and Kyle discusses:

  • A brief overview of the proposed Build Back Better Act
  • Different ways to take your money out of Individual Retirement Accounts (IRAs)
  • “Live-on” assets versus “leave-on” assets — what is better for you
  • Reasons to start planning your wealth transfer as early as possible
  • And more

Resources:

Connect With Centura Wealth Advisory:
41. How To Become a Master Business Leader With Mitch Simon

41. How To Become a Master Business Leader With Mitch Simon

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Whether you want to recruit the best talent, motivate your current team, or boost business performance, success boils down to one key element –– leadership.

In this episode, Jonathan Freeman speaks with Mitch Simon, the founder of Simon Leadership Alliance, and a master business and leadership coach. Jonathan and Mitch reveal their strategies to enhance your leadership skills, build a high-performing team, and accelerate your business growth.

Mitch discusses:

  • How to maintain a strong company culture in a virtual environment
  • Ways to encourage a collaborative team spirit within your organization
  • Why the workplace is the new frontier for personal development
  • The underrated benefits of hiring a professional leadership coach
  • And more

Resources:

Connect With Mitch Simon:

Connect With Centura Wealth Advisory:

About Our Guest:

Through his team building retreats, results-focused workshops, executive coaching, and top ranked leadership program, Mitch Simon inspires executives, entrepreneurs and leaders around the globe to lead through their care. He proves that by focusing on both authenticity and full self-expression, even the newest leader can bypass the overwhelm and self doubt, and instead lead with a momentum that drives purposeful work and builds high-performing teams. Mitch has a J.D. MBA and has been an executive coach in San Diego for over 17 years.

 
40. How To Minimize Estate Taxes Using ILITs With Kristina Hess

40. How To Minimize Estate Taxes Using ILITs With Kristina Hess

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Estate tax exemptions are expected to decrease in the near future.

However, ILITs (irrevocable life insurance trusts) can help you reduce your estate taxes so that you can maximize your wealth transfer to future generations.

In this episode, Kyle Malmstrom speaks with Kristina Hess, estate planning attorney at KR Hess Law, PC. Join Kyle and Kristina as they explain what ILITs are, how to set them up, the tax benefits, and why they are becoming increasingly relevant among high-net-worth individuals.

Kristina discusses:

  • How ILITs reduce your net taxable estate
  • How to move both existing and new life insurance policies into an ILIT
  • The potential elimination of grantor trusts and its impact on estate planning, if it’s passed
  • The ideal candidate for setting up an ILIT
  • And more

Connect With Kristina Hess:

Connect With Centura Wealth Advisory:

About Our Guest:

Kristina Hess is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California. At her core, Kristina is a strategic, yet creative thinker who comprehends the legal issues facing you as they relate to your individual life situation. Combine that with her analytical skills, and Kristina will efficiently equip you with the legal instruments to protect your hard earned wealth and, were something ever to happen, ensure that all you have earned throughout your life, stays within your family structure. Prior to establishing her own firm in 2009, Kristina has a proven track record with over 20 years of legal experience, highlighted with San Francisco’s prestigious law firms such as Shearman & Sterling and Pillsbury Winthrop.

 
39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

39. Get To Know Our New Senior Wealth Advisor Roby Kotcamp

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We love to build deep connections with our clients! So, this episode is dedicated to helping you get to know our team a little better.

In this episode, Jonathan Freeman, Chief Operating Officer, introduces you to Centura Wealth Advisory’s new Senior Wealth Advisor Roby Kotcamp, CFP®, PMP®. Roby shares his professional and personal background, his core vision and beliefs, and how he plans to add value to our clients’ wealth management.

Roby discusses:

  • The different industries he has worked in prior to becoming a wealth advisor
  • How he specializes in helping high net worth individuals manage their wealth
  • Why Centura’s team approach offers more holistic planning compared to individual advisors
  • His philanthropic interests
  • And more

Connect With Roby Kotcamp:

Connect With Centura Wealth Advisory:

About Our Guest:

Roby Kotcamp, CFP®, PMP®, joined Centura Wealth Advisory in September 2021 as Senior Wealth Advisor. Roby has a diverse background in financial leadership and general management roles, spanning environmental services, aerospace, and financial consulting in several global locations. For the past dozen years, he has focused on helping accomplished individuals and families reach their financial objectives, including guiding entrepreneurs through purchase, growth, and liquidity events. Roby enjoys drawing on his diverse domain and global leadership experiences to assist clients in complex circumstances to build a wealth plan that enables them to visualize and achieve their highest priorities.

 
38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme

38. AB-150: What Is It and How Does It Impact Your Taxes? With Ken Van Damme

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On July 16th, 2021, California governor Gavin Newsom passed Assembly Bill 150. One of the key components of this bill is the Small Business Relief Act, which has the potential to reduce your taxable income.

In this episode, Kyle Malmstrom speaks with Ken Van Damme, tax partner at Ernst and Young, about what the AB-150 entails. They discuss creative strategies to leverage this new law to optimize your individual taxes, while highlighting the various risks involved.

Ken discusses:

  • The eligibility criteria to qualify for AB-150’s tax provisions
  • How you can start preparing for the new tax law until the federal guidelines are released
  • Tips to avoid overpaying in non-refundable taxes
  • The impact of AB-150 on multi-state entities
  • And more

Connect With Kenneth Van Damme:

Connect With Centura Wealth Advisory:

About Our Guest:

Kenneth Van Damme is a California CPA with more than 28 years of tax advisory experience. He is a partner in the San Diego office of Ernst and Young as part of the firm’s Private Client Services group. Prior to rejoining EY in 2018, Ken had co-founded and built a very successful CPA firm in San Diego for 17 years known as RPR Partners. Ken has extensive tax consulting experience with structuring real estate and company transactions as well as income tax and estate tax planning for individuals. He is a member of the American Institute of Certified Public Accountants and has a Bachelor’s degree from Western Michigan University and Masters degree from San Diego State University.

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