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Artwork for Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.

Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.

Arthur Andrew Bavelas
Artificial Intelligence
Family Offices
Family Office
Venture Capital
Private Markets
Private Equity
Philanthropy
Technology
Reflector
Family Office Club
Artificial Intelligence (AI) Tools
Farmland
Trusted Family
Wellness
Full Spectrum Perception
Leadership
Alternative Lending
Mastermind Groups
Fluence Circle
Food Allergies

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 strate... more

PublishesDailyEpisodes108Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Family Office Investing Podcast and Investor Insights. Arthur’s Round Table.

Latest Episodes

In this episode of Family Office Investing Podcast & Investor Insights | Arthur's Round Table, Arthur welcomes Dawn Mari La Monica, JD, for one of the most thoughtful conversations yet on leadership, authenticity, family offices, wellness, and buildi... more

In 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 ... more

In 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:... more

In 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 le... more

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The Mack Podcast
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Recent Guests

Shayna Rattler Davis
Founder or principal at Executive Signals Group; expert in leadership identity, branding, and messaging for tech leaders
Executive Signals Group
Episode: Why Great Technology Isn't Enough Anymore | Shayna Davis
Angelina Carleton
Legacy planning expert who works with family offices and UHNW individuals
Episode: Why Wealth Alone Doesn't Create a Lasting Legacy | Angelina Carleton
Alex Fredericks
Founder and likely CEO of ToneWell
ToneWell
Episode: Can Your Voice Reveal What Your Body Is Trying to Tell You? | Alex Fredericks
Sarah Walker
Wellness-focused interior designer and interior design with wellness advisory
Independent consultant / wellness interior design practice
Episode: Why Your Home May Be Affecting Your Health More Than You Realize | Sarah Walker
Richard Wilson
Founder of Family Office Club
Family Office Club
Episode: Why Relationships Still Drive Family Office Investing | Richard Wilson
David Homan
Founder of SOAR Connect; advisor and connector within family offices and private wealth networks
SOAR Connect
Episode: The Hidden Currency Behind Every Great Opportunity | David Homan
Michael Nash
Filmmaker; founder of Beverly Hills Productions; interviewee discussing Raise and AI for Good
Beverly Hills Productions
Episode: Can AI Save Humanity? Inside Michael Nash's Global Investigation
Alex Huff
Executive at DAF Share
DAF Share
Episode: The Overlooked Power of Strategic Philanthropy | Alex Huff on DAFs, AI & Giving
Tyrus Shivers
Founder/CEO of Legacy Wealth Capital Group, specializes in capital raising and helping companies go public
Legacy Wealth Capital Group
Episode: How Founders Become Investable | Tyrus Shivers on Capital Raising, AI & Going Public

Host

Arthur
Primary host prominently featured across episodes, often in dialogue-driven format with a focus on family-office investing and UHNW networks.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#40
Israel/Business/Investing
Apple Podcasts
#119
Israel/Business

Talking Points

Recent interactions between the hosts and their guests.

The Future of Family Offices: Governance, Talent & Industry Trends with Brian (The Mack Podcast).
Q: What makes talent acquisition in family offices uniquely challenging?
Competition with traditional financial services, compensation pressures, and the need for cross-functional experts who can handle tax, investment, and legal aspects drive firms to seek seasoned 'expert generalists' who can act fiduciaries across the entire enterprise.
The Future of Family Offices: Governance, Talent & Industry Trends with Brian (The Mack Podcast).
Q: How are single-family offices evolving in governance and leadership needs today?
They are progressively professionalizing, adopting real governance structures, budgeting like a business, and creating three-to-five-year plans with leadership teams that can operate with accountability beyond annual cycles.
From Immigrant Roots to Business Loan Empire: Oz Konar’s Journey in Alternative Lending.
Q: What should aspiring brokers know before entering this field?
Understanding the full cycle—from lead generation to underwriting to funding—and being comfortable with the reality that mastery takes time, with compensation tied to effort and the ability to manage risk and defaults.
From Immigrant Roots to Business Loan Empire: Oz Konar’s Journey in Alternative Lending.
Q: What trends do you see in the banking industry and its relationship with alternative lending?
Banks are increasingly channeling funding through alternative lenders to manage risk and scale, while alternative lenders rely on robust originations and training rather than attempting to replicate banking functions, a dynamic Oz believes will continue to evolve.
From Immigrant Roots to Business Loan Empire: Oz Konar’s Journey in Alternative Lending.
Q: How has AI changed the underwriting and lead qualification process?
They launched an AI-generated pre-underwriting system that analyzes documents before submission to determine fundability and suggest options, reducing wasted efforts on non-fundable leads and improving lead quality.

Audience Metrics

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Listeners per Episode
Gender Skew
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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show centers on how ultra-high-net-worth families and family offices source, evaluate, and deploy capital across private markets. Guests span UHNW-focused investors, fund managers, and operators who share practical approaches to deal flow, governance, philanthropy, and strategic investments, often weaving in AI-enabled tools, succession planning, and leadership strategies. Episodes frequently explore topics like private equity and venture opportunities, estate and governance frameworks for multi-generational wealth, and the evolving role of technology in family-office ecosystems. Guests tend to bring a pragmatic, relationship-driven perspective, with emphasis on trust, long-term value, and disciplined capital allocation within private m... more

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These podcasts share a similar audience with this podcast:

1. The Mack Podcast

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this podcast launched 5 years ago and published 108 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Shayna Rattler Davis
2. Angelina Carleton
3. Alex Fredericks
4. Sarah Walker
5. Richard Wilson
6. David Homan
7. Michael Nash
8. Alex Huff

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