by Mo Bina
Achieving financial freedom can be one of the most rewarding experiences of your life. Each week, join Mo Bina, as he interviews guests on topics related to alternative investments, mindset, goal setting, philanthropy, and overcoming setbacks and self-imposed barriers. Whether you are a new or seasoned investor, are looking to generate passive income streams, or diversifying your investment portfolio, this is the podcast for you.
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🇺🇲
Publishing Since
3/8/2022
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December 19, 2023
<p class="p1">Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.</p> <p class="p2"> </p> <p class="p1">In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few.</p> <p class="p3"> </p> <p class="p3"> </p> <p class="p2"> </p> <p class="p1"><strong>Here’s what you will expect in this episode:</strong></p> <p class="p3"> </p> <ul class="ul1"> <li class="li4"><span class="s2">Core areas of investment, operations, and investment.</span></li> <li class="li4"><span class="s2">Economic due diligence and related examples.</span></li> <li class="li4"><span class="s2">Common areas of focus on investment due diligence</span></li> <li class="li4"><span class="s2">Inefficiencies, repeatability, and government regulation</span></li> <li class="li4"><span class="s2">Important areas of operational and business due diligence.</span></li> <li class="li4"><span class="s2">Be willing to walk away, ignore FOMO.</span></li> <li class="li4"><span class="s2">Key items when analyzing an investment strategy.</span></li> <li class="li4"><span class="s2">Portfolio risk, correlation of assets, and counterparty risk</span></li> <li class="li4"><span class="s2">Investment monitoring and internal risk management</span></li> <li class="li4"><span class="s2">Valuable suggestions for doing due diligence. </span></li> </ul> <p class="p5"> </p> <p class="p3"> </p> <p class="p1"><strong>About Chris Carsley:</strong></p> <p class="p3"> </p> <p class="p6">Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.</p> <p class="p7"> </p> <p class="p6">Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.</p> <p class="p7"> </p> <p class="p6"><strong>Chris Carsley</strong> <span class= "s3"><strong>Links:</strong></span></p> <p class="p8"> </p> <p class="p9"><span class="s3">Website: <a href= "https://kirklandcapitalgroup.com/"><span class= "s4">https://kirklandcapitalgroup.com/</span></a></span></p> <p class="p9"><span class="s3">LinkedIn: <a href= "https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/"><span class="s4"> https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/</span></a></span></p> <p class="p8"> </p> <p class="p8"> </p> <p class="p1"><strong>Connect with Mo Bina on…</strong></p> <p class="p10"><span class="s5">Website</span><span class="s6">: <a href="https://www.high-risecapital.com/"><span class= "s7">https://www.high-risecapital.com/</span></a></span></p> <p class="p10"><span class="s5">YouTube: <a href= "https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured"> <span class= "s7">https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured</span></a></span></p> <p class="p10"><span class="s5">Instagram</span><span class="s6">: <a href="https://www.instagram.com/highrisecapital/"><span class= "s7">https://www.instagram.com/highrisecapital/</span></a></span></p> <p class="p10"><span class="s5">Medium: <a href= "https://mobina.medium.com/"><span class= "s7">https://mobina.medium.com/</span></a></span></p> <p class="p3"> </p> <p class="p1">For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:</p> <p class="p10"><span class="s8"><a href= "https://www.high-risecapital.com/resources-index">https://www.high-risecapital.com/resources-index</a></span></p>
December 12, 2023
<p class="p1">Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges.</p> <p class="p2"> </p> <p class="p1">In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses and understand how our brain is wired to deal with them.</p> <p class="p3"> </p> <p class="p2"> </p> <p class="p1"><strong>Here’s what you will expect in this episode:</strong></p> <p class="p3"> </p> <ul class="ul1"> <li class="li4"><span class="s2">What are marginal losses?</span></li> <li class="li4"><span class="s2">Self-awareness and Self-Observation is the key</span></li> <li class="li4"><span class="s2">What if we accumulate too many marginal losses?</span></li> <li class="li4"><span class="s2">Not having enough self-compassion</span></li> <li class="li4"><span class="s2">What we can do to reduce and eliminate accumulated losses.</span></li> <li class="li4"><span class="s2">On Discipline and structure.</span></li> <li class="li4"><span class="s2">Extending compassion and support</span></li> <li class="li4"><span class="s2">Acknowledging that everyone has to start somewhere.</span></li> <li class="li4"><span class="s2">Your brain has a core mission to keep you safe.</span></li> </ul> <p class="p3"> </p> <p class="p3"> </p> <p class="p1"><strong>About Deirdre Morrison:</strong></p> <p class="p3"> </p> <p class="p5">Deirdre Morrison graduated with a degree in Art and Design, which was a stepping stone on her lifelong journey with ideas, insight, and learning. Early career experience includes the arts sector; public relations and communications; commercial photography, and craft businesses.</p> <p class="p6"> </p> <p class="p5">Deirdre has worked extensively in helping emerging entrepreneurs and solopreneurs to develop their skills and confidence through group and individual coaching. Additional interests include the Japanese sword art of Kendo and recreational road cycling.</p> <p class="p6"> </p> <p class="p5">Building on her passion for creativity, ideas, and entrepreneurship, Deirdre works with individual clients and teams in the NeuroCreative™ Studio. She blends applied neuroscience coaching techniques and neuroeducation to help her clients achieve greater understanding of how their brains work, and what this makes possible for them.</p> <p class="p6"> </p> <p class="p5">She founded the NeuroDevelopment Institute to create greater understanding of the human brain on a global level and build bridges between various levels of interest in this sphere, including practitioners, researchers, and end users.</p> <p class="p6"> </p> <p class="p6"> </p> <p class="p6"> </p> <p class="p5"><strong>Deirdre Morrison</strong> <span class= "s3"><strong>Links:</strong></span></p> <p class="p7"> </p> <p class="p8"><span class="s3">LinkedIn: <a href= "https://www.linkedin.com/in/deirdremorrison/"><span class= "s4">https://www.linkedin.com/in/deirdremorrison/</span></a></span></p> <p class="p8"><span class="s3">Client work: <a href= "https://neurocreative.studio"><span class= "s4">https://neurocreative.studio</span></a></span></p> <p class="p8"><span class="s3">Non-Profit: <a href= "https://neurodevelopmentinstitute.com"><span class= "s4">https://neurodevelopmentinstitute.com</span></a></span></p>
November 29, 2023
<p class="p1">Podcast: Purpose-Driven Wealth</p> <p class="p1">Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes</p> <p class="p2"> </p> <p class="p2"> </p> <p class="p1">When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals?</p> <p class="p3"> </p> <p class="p1">In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as risks associate with them. The fractional investing model can work with alternative investments, as its space is very diverse and new asset classes are coming out every now and then.</p> <p class="p2"> </p> <p class="p3"> </p> <p class="p1"><strong>Here’s what you will expect in this episode:</strong></p> <p class="p2"> </p> <ul class="ul1"> <li class="li4"><span class="s2">A fractional investing platform for vacation rentals</span></li> <li class="li4"><span class="s2">How do they curate and vet investment properties?</span></li> <li class="li4"><span class="s2">A combination of income plays and appreciation.</span></li> <li class="li4"><span class="s2">Taking into account market corrections and loss of value.</span></li> <li class="li4"><span class="s2">Preferred markets or geographical areas.</span></li> <li class="li4"><span class="s2">Correlation of these investments compared to traditional ones.</span></li> <li class="li4"><span class="s2">The effect of inflation on different assets</span></li> <li class="li4"><span class="s2">Types of risks associated with vacation rentals.</span></li> <li class="li4"><span class="s2">Types of investment offered and investors they work with</span></li> <li class="li4"><span class="s2">Connecting and pooling investors with others</span></li> <li class="li4"><span class="s2">Having a deep background in property management</span></li> <li class="li4"><span class="s2">Encouraging people to try fractional investing model in alts.</span></li> </ul> <p class="p2"> </p> <p class="p2"> </p> <p class="p2"> </p> <p class="p1"><strong>About Jack Donnell:</strong></p> <p class="p2"> </p> <p class="p5">Jack Donnell is a seasoned professional with a diverse background in customer success, marketing, and project management. Currently, Jack serves as a Customer Success Associate at Instacart in the United States, where he has been contributing for the past 2 months. Prior to this, he worked as a Growth Marketing Manager at Fundhomes in Newport Beach, California, for 1 year and 2 months. Jack also gained extensive experience as a Customer Success Manager - Onboarding at Sprout Social, Inc. in Seattle, Washington, for 1 year and 6 months, excelling in customer satisfaction and social media marketing strategies. His expertise extends to areas such as product marketing, social listening, Facebook Ads, Google Ads, UTM, Google Analytics, API integrations, and social media marketing. With a background that includes project management and engineering, Jack's professional journey includes roles at SmartSpace AI, Irvine Company, and 10th Street Aquatics. He holds a Bachelor of Business Administration in Business Administration and Management from Brandman University and a Bachelor of Business Management from Montana State University-Bozeman, with a strong foundation in management and marketing.</p> <p class="p6"> </p> <p class="p6"> </p> <p class="p6"> </p> <p class="p6"> </p> <p class="p5"><strong>Jack Donnell</strong> <span class= "s3"><strong>Links:</strong></span></p> <p class="p7"> </p> <p class="p8"><span class="s3">Website: <a href= "http://www.fundhomes.com"><span class= "s4">www.fundhomes.com</span></a></span></p> <p class="p8"><span class="s3">Email: <a href= "mailto:[email protected]"><span class= "s4">[email protected]</span></a></span></p> <p class="p8"><span class="s3">Linkedin: <a href= "https://www.linkedin.com/in/jack-donnell/"><span class= "s4">https://www.linkedin.com/in/jack-donnell/</span></a></span></p> <p class="p9"> </p> <p class="p9"> </p> <p class="p9"> </p> <p class="p1"><strong>Connect with Mo Bina on…</strong></p> <p class="p10"><span class="s5">Website</span><span class="s6">: <a href="https://www.high-risecapital.com/"><span class= "s7">https://www.high-risecapital.com/</span></a></span></p> <p class="p10"><span class="s5">YouTube: <a href= "https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured"> <span class= "s7">https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured</span></a></span></p> <p class="p10"><span class="s5">Instagram</span><span class="s6">: <a href="https://www.instagram.com/highrisecapital/"><span class= "s7">https://www.instagram.com/highrisecapital/</span></a></span></p> <p class="p10"><span class="s5">Medium: <a href= "https://mobina.medium.com/"><span class= "s7">https://mobina.medium.com/</span></a></span></p> <p class="p2"> </p> <p class="p1">For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:</p> <p class="p10"><span class="s8"><a href= "https://www.high-risecapital.com/resources-index">https://www.high-risecapital.com/resources-index</a></span></p>
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