Capital Club

With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential financial implications of an administration change.

Excelsior’s founder, Brian Adams, recently hosted four intergenerational wealth experts in our ongoing webinar series to discuss how families should approach their finances during an election year. The panelists were Aaron Flinn of Waller, Lansden, Dortch & Davis, Chris White of Chronicle Partners, Josh Peifer of Ernst & Young, and William Crenshaw of 2nd Generation Capital, each of whom are working diligently to guide their clients through the uncertainties that this year has brought.

In this webinar they discussed:● Managing a variety of family personalities

● Conversations you should be having with your financial advisors

● Strategic planning and client education

● The importance of personal financial reflection

● Charitable donation options

On June 19th, Brian Adams, President and Founder at Excelsior Capital spoke with Biff Pusey, Partner at Kimble Advisory, and DJ Van Keuren, President at Family Office Real Estate about the best practices for family offices and boutique wealth advisors to invest in alternatives.

With a pivotal presidential election less than two weeks away, it’s crucial for families to consider and plan accordingly for the potential financial implications of an administration change.

Excelsior’s founder, Brian Adams, recently hosted four intergenerational wealth experts in our ongoing webinar series to discuss how families should approach their finances during an election year. The panelists were Aaron Flinn of Waller, Lansden, Dortch & Davis, Chris White of Chronicle Partners, Josh Peifer of Ernst & Young, and William Crenshaw of 2nd Generation Capital, each of whom are working diligently to guide their clients through the uncertainties that this year has brought.

In this webinar they discussed:● Managing a variety of family personalities

● Conversations you should be having with your financial advisors

● Strategic planning and client education

● The importance of personal financial reflection

● Charitable donation options

Hosted on Acast. See acast.com/privacy for more information.

On June 19th, Brian Adams, President and Founder at Excelsior Capital spoke with Biff Pusey, Partner at Kimble Advisory, and DJ Van Keuren, President at Family Office Real Estate about the best practices for family offices and boutique wealth advisors to invest in alternatives.

Hosted on Acast. See acast.com/privacy for more information.

Everything in healthcare has changed over the last three months. From the investments being made to how we operate our healthcare facilities, COVID-19 is impacting the way we’ve operated and will forever change the way we operate in the future.

In order to gain a complete understanding of the impact COVID-19 has had and will continue to have on healthcare, we’ve pulled together experts both on the frontlines fighting this disease and also investing in companies that could help prevent major health crises like the one day.

In a webinar hosted on June 5th, 2020, we were joined by Vic Gatto CEO of Jumpstart Health Investors, John Morris, MD Chief of Staff, Vanderbilt Medical Center and Miller Morris, M.A, M.P.H., CEO, The Comma Collective as they provided unique perspectives on the topic of healthcare, public health and health investing as they relate to COVID-19.

Everything in healthcare has changed over the last three months. From the investments being made to how we operate our healthcare facilities, COVID-19 is impacting the way we’ve operated and will forever change the way we operate in the future.

In order to gain a complete understanding of the impact COVID-19 has had and will continue to have on healthcare, we’ve pulled together experts both on the frontlines fighting this disease and also investing in companies that could help prevent major health crises like the one day.

In a webinar hosted on June 5th, 2020, we were joined by Vic Gatto CEO of Jumpstart Health Investors, John Morris, MD Chief of Staff, Vanderbilt Medical Center and Miller Morris, M.A, M.P.H., CEO, The Comma Collective as they provided unique perspectives on the topic of healthcare, public health and health investing as they relate to COVID-19.

Hosted on Acast. See acast.com/privacy for more information.

“The single best risk-adjusted investment you can make.” That may seem like a bold statement, but Dr. David Panton of Navigation Capital Partners gave us good reason to believe it in our recent webinar on SPACs, or special purpose acquisition companies, hosted by Excelsior’s founder, Brian Adams.


In this conversation they discussed the following:

• What defines a SPAC
• 
The history of SPACs

• The regulations around SPACs

• The recent surge in popularity of SPACs

• Advantages of SPACs compared to typical IPOs or private equity

• The investor journey in a SPAC deal

• Ways to invest in a SPAC