Podcast
Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.
Hosted by Arthur Andrew Bavelas · EN
Arthur’s Round Table is a leading family office investing podcast featuring conversations with top investors, venture capitalists, and ultra-high-net-worth individuals. Each episode explores how elite allocators source deals, evaluate opportunities, and deploy capital across private markets.
“What You’ll Learn”
How family offices invest in private markets.
Venture capital and private equity strategies.
Deal flow sourcing and evaluation.
Insights from UHNW investors.
18episodes
Episodes
Newest firstAll episodes
Why Great Technology Isn't Enough Anymore | Shayna Davis
1w ago01:02:05Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Shayna Davis, founder of Executive Signals Group, for a fascinating discussion about a blind spot that exists inside many of today's fastest-growing technology companies.Great technology is no longer enough.In an era where artificial intelligence is accelerating innovation and investors are evaluating more opportunities than ever before, Shayna argues that companies can no longer rely solely on superior technology or brilliant engineering teams. Success increasingly depends on whether founders and technical leaders can clearly communicate vision, build credibility, inspire confidence, and influence stakeholders outside the walls of their companies.Shayna shares her remarkable personal journey—from experiencing profound personal loss to joining the founding team of a Silicon Valley fintech startup, where she discovered a critical gap between technical excellence and executive communication. That experience ultimately led her to build Executive Signals Group, helping founders, CTOs, engineers, and executive teams become trusted public-facing leaders.Arthur and Shayna explore why investors increasingly evaluate leadership as carefully as technology, why storytelling often outperforms technical explanations, how executive presence influences fundraising, customer acquisition, hiring, and retention, and why companies must intentionally prepare technical leaders for media interviews, industry panels, enterprise sales conversations, and investor meetings.The conversation also examines family offices, venture capital, Series B companies, founder bottlenecks, leadership identity, credibility, communication strategy, and why the human element of leadership may become even more valuable as AI transforms business.Whether you're building a startup, investing in innovation, leading a technology company, or preparing for your next capital raise, this episode offers practical insights into one of the most overlooked drivers of long-term success.What You'll Learn• Why great technology alone no longer creates winning companies• How technical leaders become trusted public-facing executives• Why investors increasingly evaluate leadership as much as products• The importance of storytelling in fundraising and enterprise sales• How executive credibility influences customer trust• Why leadership identity should come before media training• How founders become bottlenecks during company growth• Why Series B companies face a communication inflection point• The relationship between executive presence and company valuation• Why AI is increasing—not decreasing—the value of authentic human leadershipAbout Shayna DavisShayna Davis is the founder of Executive Signals Group, where she helps founders, CTOs, engineering leaders, and executive teams develop the leadership identity, communication skills, and executive presence needed to influence investors, enterprise customers, media, and industry audiences. Her work bridges the gap between technical expertise and market credibility.
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Why Wealth Alone Doesn't Create a Lasting Legacy | Angelina Carleton
1w ago01:03:48Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes back Angelina Carleton, founder of Legacy Planning, for a thoughtful discussion about one of the most overlooked truths in wealth creation:Building wealth is difficult. Preserving it across generations may be even harder.Many families spend decades building extraordinary financial success, yet relatively little time preparing the people who will eventually inherit the responsibility of stewarding that wealth.Angelina explains why financial capital is only one component of a lasting legacy. Long-term success depends on developing human capital through intentional leadership, communication, trust, shared values, governance, and meaningful preparation for the next generation.Arthur and Angelina explore why family constitutions alone rarely solve governance challenges, how family offices can create stronger long-term outcomes, why emotional intelligence matters as much as financial intelligence, and how successful families intentionally develop leaders—not simply heirs.The conversation also examines succession planning, relationship capital, entrepreneurship, resilience, mentorship, founder transitions, and why preserving family unity may ultimately be more valuable than preserving financial assets.Whether you're an entrepreneur, investor, family office executive, advisor, or someone thinking about the legacy you hope to leave behind, this episode offers practical insights into building families that thrive across generations—not simply balance sheets that survive them.What You'll Learn• Why human capital determines long-term family success• Why financial wealth alone rarely creates lasting legacies• How family governance strengthens multi-generational stewardship• Why communication matters more than documentation• How founders can prepare future generations for leadership• Why trust and relationship capital shape enduring families• The role of emotional intelligence in succession planning• Why family constitutions require cultural alignment• How entrepreneurs can create resilient heirs instead of dependent beneficiaries• Why legacy is ultimately measured through people rather than possessionsAbout Angelina CarletonAngelina Carleton is the founder of Legacy Planning and advises entrepreneurs, family offices, founders, and multi-generational families on preserving both financial and human capital. Her work focuses on family governance, succession planning, leadership development, emotional intelligence, and helping families build enduring legacies that extend beyond wealth.
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Why Great CEOs Never Lead Alone | Jon Bailey
3w ago00:48:43Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with entrepreneur and community builder Jon Bailey, founder of Fluence Circle, to explore one of the biggest misconceptions in business leadership:The best CEOs don't succeed because they have all the answers—they succeed because they surround themselves with the right people.Leading a successful company can be surprisingly lonely. CEOs are expected to make critical decisions, inspire teams, satisfy investors, navigate uncertainty, and solve increasingly complex challenges—often without a truly confidential place to think out loud.Jon explains why carefully curated CEO peer groups create an environment where leaders can openly discuss difficult problems, receive objective feedback, challenge assumptions, and make better decisions with greater confidence.The conversation explores CEO isolation, decision fatigue, relationship capital, trust acceleration, executive leadership, accountability, vulnerability, family offices, portfolio companies, and why peer collaboration consistently produces stronger leaders than trying to solve every problem alone.Jon also shares how Fluence Circle evolved from serving high-growth CEOs into helping family offices and private equity firms strengthen leadership across their portfolio companies through confidential executive peer groups. Rather than acting as consultants, Jon's team builds trusted communities where experienced leaders help one another solve real business challenges.Whether you're a CEO, entrepreneur, investor, family office executive, private equity professional, or founder building a leadership team, this conversation offers practical insights into why relationships remain one of the most valuable assets any leader can cultivate.What You'll Learn• Why CEO isolation limits growth• How trusted peer groups improve decision-making• Why accountability accelerates leadership development• How relationship capital creates better businesses• Why vulnerability becomes a competitive advantage• How family offices can strengthen portfolio company leadership• Why peer collaboration often outperforms consulting• How diverse perspectives uncover better solutions• Why trust accelerates business growth• How exceptional leaders continue learning from other exceptional leadersAbout Jon BaileyJon Bailey is the founder of Fluence Circle, an executive leadership community that brings together accomplished CEOs in carefully curated peer advisory groups focused on trust, accountability, leadership development, and long-term business growth. With more than three decades as an entrepreneur and over sixteen years building executive communities, Jon helps leaders overcome isolation while building stronger businesses through meaningful relationships.
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Can Your Voice Reveal What Your Body Is Trying to Tell You? | Alex Fredericks
3w ago01:09:59Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with entrepreneur Alex Fredericks, founder of ToneWell, to explore one of the most fascinating developments at the intersection of artificial intelligence, personalized wellness, and preventive healthcare.🧠 BIG INSIGHTThe future of healthcare may become less about waiting for illness and more about understanding the subtle signals your body is already giving you. Voice analysis represents one of the earliest examples of AI helping people become proactive participants in their own health.Can your voice reveal what your body is trying to tell you?Alex believes it can.After decades building successful consumer products and wellness companies, Alex is now focused on helping people better understand their health through a simple 30-second voice recording. Using AI-powered voice analysis, ToneWell generates personalized wellness insights designed to help users optimize recovery, energy, nutrition, sleep, hydration, stress, and overall performance.The conversation explores frequency science, bioresonance, wearable technology, entrepreneurship, longevity, preventive health, AI, and why tomorrow's healthcare may become increasingly proactive rather than reactive.Alex also shares how entrepreneurs identify breakthrough opportunities, why context matters more than raw data, and how AI may empower individuals to make better daily health decisions before problems become larger ones.Whether you're interested in health optimization, AI, longevity, entrepreneurship, or the future of healthcare, this episode offers an exciting look at where personalized wellness is heading.What You'll Learn• How voice analysis can generate personalized wellness insights• Why AI is transforming preventive healthcare• The science behind bioresonance and frequency analysis• Why recovery may be more important than performance• How wearable technology and AI will increasingly work together• Why personalized wellness is replacing one-size-fits-all healthcare• The difference between analytics and medical diagnostics• How entrepreneurs discover disruptive opportunities• Why context is becoming the missing ingredient in healthcare• How AI may help people optimize their health every dayAbout Alex FredericksAlex Fredericks is the founder of ToneWell, an AI-powered wellness platform that uses voice analysis to deliver personalized wellness insights. His career spans consumer products, music, wellness, branding, and technology, where he has built innovative businesses focused on improving human performance through practical innovation.
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Why Your Home May Be Affecting Your Health More Than You Realize | Sarah Walker
Jun 1400:55:10Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Sarah Walker, a wellness-focused interior designer and advisor helping family offices, entrepreneurs, athletes, and ultra-high-net-worth families create homes that actively support health, recovery, performance, and longevity.Sarah shares her personal journey from a life-changing accident and long recovery process to building a business centered on a simple but powerful question:What if your home could help you heal instead of making recovery harder?The conversation explores how home environments impact sleep, stress, focus, energy, recovery, and overall quality of life. Sarah explains why many luxury homes are designed as showpieces rather than sanctuaries and why wellness, longevity, and human performance are becoming major priorities for family offices and successful entrepreneurs.We discuss indoor air quality, non-toxic materials, lighting, biophilic design, neuroaesthetics, wellness technology, EMF mitigation, multi-generational living, healthy home construction, and the future of wellness-focused real estate.Whether you're building a custom home, renovating an existing property, managing a family estate, or simply interested in improving your environment, this episode provides practical insights into creating spaces that support long-term health and well-being.What You'll Learn• How your home affects sleep, stress, and recovery• Why wellness real estate is one of the fastest-growing sectors globally• The science behind biophilic design and nature-inspired spaces• How air quality, lighting, and materials impact health• Why luxury homes often fail to support well-being• How family offices approach wellness and longevity differently• The role of neuroaesthetics in reducing stress and mental load• Why healthy homes support better decision-making and performance• The hidden risks of toxic materials and furnishings• How to create a home that promotes recovery, connection, and longevityAbout Sarah WalkerSarah Walker is a wellness-focused interior designer and advisor who helps family offices, entrepreneurs, professional athletes, and ultra-high-net-worth families create homes designed to improve health, longevity, recovery, and overall quality of life. Her firm combines interior design, sustainability, wellness science, and human-centered design to create environments that support both performance and well-being.
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Why Relationships Still Drive Family Office Investing | Richard Wilson
Jun 1301:05:59Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with Richard Wilson, founder of Family Office Club, to discuss why relationships continue to drive family office investing despite the rapid rise of artificial intelligence, automation, and digital platforms.Drawing on nearly two decades of experience building one of the world's largest family office communities, Richard shares insights into how successful investors, entrepreneurs, and family offices build trust, source opportunities, raise capital, and create long-term wealth.The conversation explores relationship capital, family office networks, AI-powered due diligence, direct investing, entrepreneurship, wealth preservation, and why face-to-face interactions remain one of the most powerful forces in business and investing.Richard also explains how family offices are using AI tools to improve decision-making while still relying heavily on human judgment, trust, and authentic relationships when deploying capital.Whether you're a family office executive, entrepreneur, investor, founder, or capital raiser, this episode offers practical insights into building trusted relationships that create opportunity and long-term success.What You'll Learn• Why relationships remain critical in family office investing• How trust influences investment decisions• Why face-to-face meetings still outperform digital interactions• How AI is transforming due diligence and deal evaluation• The importance of storytelling when raising capital• Why focus creates competitive advantage• How family offices source proprietary opportunities• The role of direct investing in wealth creation• Why entrepreneurs must stand out in a crowded marketplace• How relationship capital compounds over timeAbout Richard WilsonRichard Wilson is the founder and CEO of Family Office Club, one of the world's largest family office investor communities. Since 2007, he has helped connect family offices, investors, entrepreneurs, and capital raisers through conferences, education, investor networks, AI tools, and advisory services. He is the author of multiple books and a recognized authority on family office investing, capital raising, and relationship-driven business development.
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The Hidden Currency Behind Every Great Opportunity | David Homan
Jun 501:02:51Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with relationship strategist, author, entrepreneur, and super-connector David Homan for a fascinating conversation about trust, relationship capital, and the hidden networks that drive business, investing, philanthropy, and opportunity.David shares his journey from composer and arts executive to becoming one of the most connected relationship builders in the family office and impact investing world. He explains how authentic trust—not transactions—creates lasting opportunities and why many successful investors, entrepreneurs, and family offices underestimate the value of maintaining meaningful relationships.The discussion explores the psychology of trust, the difference between authentic generosity and opportunistic networking, and how technology may help quantify and strengthen trusted relationships in the future.David also shares insights from building his company SOAR Connect, a platform designed to help people leverage trusted relationships while preserving privacy and authenticity.This episode is essential listening for family offices, investors, entrepreneurs, founders, philanthropists, and anyone interested in building deeper, more meaningful professional relationships.What You'll Learn• Why trust is the most valuable currency in business• How relationship capital creates opportunity• Why successful family offices operate within trusted circles• The difference between networking and genuine connection• How generosity creates long-term value• Why many investors overlook relationship maintenance• The hidden power of connectors and super-connectors• How trust can be quantified and measured• Lessons learned from working with family offices and ultra-high-net-worth individuals• Why authentic human connection matters more than ever in the AI eraAbout David HomanDavid Homan is an entrepreneur, advisor, author, connector, and founder of SOAR Connect. He is also the author of Orchestrating Connection and has spent decades building trusted relationships across family offices, philanthropy, technology, entertainment, investing, and global leadership communities. His work focuses on helping individuals and organizations create meaningful opportunities through trust, generosity, and authentic connection
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Can AI Save Humanity? Inside Michael Nash's Global Investigation
Jun 500:53:31Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur sits down with acclaimed filmmaker Michael Nash to discuss one of the most important questions of our time:Can artificial intelligence help solve humanity's biggest problems?Michael shares insights from his groundbreaking documentary series RAISE, a global exploration of AI's potential to address challenges in agriculture, healthcare, education, environmental protection, and human development.The conversation explores the balance between optimism and caution surrounding artificial intelligence, the role of wisdom in guiding innovation, and why the future of AI may be less about technology and more about humanity itself.Michael also discusses the upcoming screening of RAISE at the United Nations' AI for Good Global Summit in Geneva, where world leaders, innovators, policymakers, and technologists gather to discuss the future of artificial intelligence.This is a thought-provoking discussion for family offices, investors, entrepreneurs, policymakers, technologists, and anyone interested in the future of society.What You'll Learn• Why Michael created the AI documentary series RAISE• How AI is already solving real-world problems today• The future of healthcare, agriculture, and education through AI• Why wisdom must guide intelligence• The role of AI in environmental protection and sustainability• How artificial intelligence may improve accountability and transparency• Why AI could become humanity's greatest tool—or greatest challenge• The importance of intentional leadership in the AI era• What to expect from the UN AI for Good Global Summit• Why this may be the most important technology conversation of our lifetimeAbout Michael NashMichael Nash is an award-winning filmmaker, storyteller, and founder of Beverly Hills Productions. His work has screened globally and has been recognized for addressing major humanitarian, environmental, and societal issues. His latest project, RAISE, explores whether artificial intelligence can help humanity solve some of its most pressing challenges
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The Overlooked Power of Strategic Philanthropy | Alex Huff on DAFs, AI & Giving
Jun 301:10:05Tap to summarizeIn this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Alex Huff returns to discuss how donor advised funds (DAFs), technology, and artificial intelligence are transforming charitable giving.Alex shares the origin story behind DAF Share and explains why philanthropy should be viewed not simply as a charitable act, but as a strategic tool for community building, tax planning, wealth stewardship, and social impact. The conversation explores how donor advised funds can simplify giving, how appreciated assets can potentially create greater charitable impact, and why many family offices are beginning to think differently about philanthropy.We also discuss how AI is reshaping fundraising, how matching grants create powerful network effects, and why transparency and community engagement may become the future of charitable giving.Whether you're a family office executive, entrepreneur, investor, foundation manager, or philanthropist, this episode offers a fresh perspective on how technology can modernize one of society's oldest institutions.What You'll Learn• What donor advised funds (DAFs) are and how they work• Why philanthropy can be a strategic asset• How family offices use charitable planning• How appreciated assets can support charitable giving• Why matching grants create powerful community engagement• How AI is transforming fundraising and donor outreach• The future of charitable giving and donor transparency• How technology is modernizing philanthropy• Why community-driven giving can outperform traditional fundraising models• How DAF Share is creating a new approach to charitable impactAbout Alex HuffAlex Huff is the co-founder of DAF Share, a technology platform focused on modernizing charitable giving through donor advised funds, community engagement, matching grants, and AI-powered fundraising tools. His background spans technology, philanthropy, fundraising, nonprofit leadership, and charitable innovation.
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How Founders Become Investable | Tyrus Shivers on Capital Raising, AI & Going Public
May 3000:58:28Tap to summarizeIn this episode of Arthur’s Round Table, Tyrus Shivers shares his journey from military service and government contracting to entrepreneurship, capital raising, and building Legacy Wealth Capital Group.Tyrus explains why many founders struggle to raise capital—not because they lack good ideas, but because they have not yet built investable businesses. The conversation explores what it takes to move from operator to owner, from hustle to infrastructure, and from startup founder to capital-ready entrepreneur.We discuss how investors evaluate opportunities, why systems and structure matter, how AI is changing entrepreneurship, and how founders can leverage pathways such as Regulation CF, Regulation A+, Reg D offerings, OTC markets, and public company strategies to accelerate growth.Whether you're a founder, investor, family office executive, or entrepreneur looking to scale, this episode provides practical insights into building companies that attract capital and create long-term value.What You'll Learn• Why most founders are not investor-ready• How to build an investable business• Why capital follows structure• How AI is changing entrepreneurship• The differences between Reg CF, Reg D, and Reg A+• What investors look for before writing checks• How ownership creates generational wealth• The pathway from startup to public markets• Why systems and scalability increase company valueAbout Tyrus ShiversTyrus Shivers is an entrepreneur, investor, and founder of Legacy Wealth Capital Group. His background spans military service, government contracting, property management, consulting, capital raising, and business development. He focuses on helping founders build investable businesses, access capital, and create long-term wealth through ownership and strategic growth.
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