Real Wealth Real Health

About Real Wealth Real Health

Learn how top-tier entrepreneurs, executives, and professional investors build wealth and design a life of meaning, contribution, and impact. Join hosts AdaPia d'Errico and Daniel Cocca, principals of private equity firm Alpha Investing, for insightful conversations and actionable strategies to inspire your personal, professional, and financial journeys. The real question is: what is meaningful to you?

Publisher

AdaPia d'Errico

Category

business

Language

en

Explicit

No

First episode

9 Jan 2020

Latest episode

15 Dec 2022

Latest episodes

68 episodes in the feed.

1. 

   15 Dec 2022

   Reframing Affordable Housing For Today’s Market

   Real estate developer Evan Holladay explains how the public perception of affordable housing is changing and discusses his unique approach within this sector. Affordable housing is a more pressing issue than ever in many cities, and more and more people are starting to get on board with the idea. In this episode, Evan Holladay shares how he approaches affordable housing, creating community-oriented spaces that allow their residents to live and thrive. In fact, he has coined the term ‘attainable housing’ to help remove the stigma associated with affordable housing. He breaks down two key examples his company has worked on — artist housing and housing for people in recovery — and shares some practical tips for financing, sustainable development, and creating a win-win-win for investors, partners, and community members. Evan Holladay is the founder and CEO of Holladay Ventures, a firm focused on creating and investing in workforce, affordable, and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Key Insights: Destigmatizing affordable housing Attainable housing that helps residents thrive Your story matters Public perception on affordable housing is changing A sustainable approach to development Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Evan Holladay is a real estate developer and investor with over $473 million and 2,276 units of multifamily real estate developed and invested. Evan is founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed-income communities. Their mission is to create quality housing opportunities and empower the residents to realize their full potential. Evan is also the host of the iTunes Top 200 business and real estate podcast, "Monumental," where he sits down with top leaders and entrepreneurs making massive changes in the world. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Holladay Ventures website Connect with Evan on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

2. 

   1 Dec 2022

   Unpacking The Results of the Ellevest Women’s Financial Health Index

   Ellevest CIO Sylvia Kwan talks about the results of the Women’s Financial Health Index and describes the shifts she’s seen in women’s investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company’s recent Women’s Financial Health Index. Sylvia also discusses the trends she’s noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry. Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines. Key Insights: Sylvia’s own journey as a woman in finance The benefits of illiquid investments Ellevest Women’s Financial Health Index findings Impact investing is the future Changing demographic values Why community is vital for this movement Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women’s Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

3. 

   15 Nov 2022

   An Expert Perspective on Today’s Commercial Real Estate Market

   40-year CRE veteran Todd Weaver shares the strategies and mindsets he’s using to navigate our current market conditions. Whether you’re a first-time real estate investor or a seasoned professional, there’s always more to learn. In this episode, Todd Weaver discusses the commercial real estate landscape with an emphasis on the Los Angeles market as a leading indicator in real estate, and why investors should focus on their discount rate versus cap rate. He addresses frequently asked questions about the economic environment, interest rates, leverage, and duration amongst the important data points to consider when investing, and the types of assets he’s focused on right now. Todd is the founder of Synergy Commercial Real Estate, Inc., a faculty member at UCLA Extension, and an expert with nearly 40 years of real estate experience. In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager, and Certified Commercial Investment Member. Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions. Todd is a past president of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. He is on faculty at UCLA Extension where he teaches finance and commercial real estate. Key Insights: Continuing education can help your investing Discount rate vs. cap rate Are we in a recession? The issue with negative leverage Is retail back? Invest like an optimist Opportunities in today’s market Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio Guest Bio: In 1993 Todd D. Weaver founded Synergy Commercial Real Estate, Inc., a boutique firm specializing in investment brokerage. Mr. Weaver was born and raised in Los Angeles and attended the University of California at Santa Barbara where he earned his B.A. in 1981. Todd is a licensed Real Estate Broker, licensed General Contractor, Certified Property Manager (CPM), and Certified Commercial Investment Member (CCIM). Todd possesses over 30 years of experience in the business, with a background that includes developing and repositioning 5,000,000 square feet and successfully completing hundreds of complex commercial lease and sales transactions on behalf of developers, investors, financial institutions, and government agencies. Todd is a Past President of the CCIM Greater Los Angeles Chapter, and an active member of the Institute of Real Estate Management and International Council of Shopping Centers. Todd is on faculty at UCLA Extension where he teaches finance and commercial real estate. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Synergy Commercial Real Estate Email Todd UCLA Extension Learn more about your ad choices. Visit megaphone.fm/adchoices

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Apple Podcasts (US)

5.0 / 5

14 ratings

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