What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?

Modern Financial Advisor

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16 روز پیش39:30

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39:30

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with David Brem, Managing Director of the University of Michigan’s Zell Lurie Commercialization Fund. David offers a rare glimpse into the inner workings of a student-led endowment fund focused on early-stage, sector-agnostic investments primarily in the Michigan ecosystem. He shares insights on their unique, founder-first investment approach, how they navigate pre-seed to Series A venture opportunities, and the rigorous due diligence process involving qualitative analysis over pure numbers. David also discusses his roles with global VC networks including Electro Ventures, the London Venture Capital Network, and Level Up Ventures, illustrating how he bridges U.S., European, and Australian venture ecosystems with a special focus on mobility and transportation tech. Highlights include deep dives into emerging trends like eVTOLs (electric vertical takeoff and landing aircraft), smart city infrastructure, and safety innovations in aviation technology. Listeners will gain valuable perspectives on how diverse expertise—from military intelligence and management consulting to academic ventures—shapes David’s investment thesis and community-building efforts. The episode also explores the importance of networking, adding value in the startup ecosystem, and practical advice for aspiring investors or entrepreneurs navigating the venture capital world. With stories of successes, challenges, and future outlooks, this episode is a must-listen for innovators, founders, and investors aiming to understand the intersection of academia, technology, and venture capital in today’s dynamic landscape. Learn more about David's work at https://zli.umich.edu/zell-lurie-commercialization-fund/ Connect with David on LinkedIn at https://www.linkedin.com/in/david-lowell-brem/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…

حدود یک سال پیش 51:44

MP3•خانه قسمت

After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?”

Chapters

00:00 Introduction and Episode Overview

01:19 Meet the Guests: Steve Vecchione and Scott Schuebel

02:03 The Origin Story: How Steve and Scott Joined Forces

02:55 Challenging Conventional Retirement Planning

04:42 Developing a New Retirement Strategy

12:48 Addressing Retirement Risks

18:24 The Importance of Internal Rate of Return

26:14 Understanding Internal Rate of Return (IRR)

26:41 Time-Weighted Rate of Return (TWR) Explained

27:26 Comparing TWR and IRR in Portfolio Management

28:56 Impact of Market Conditions on Returns

30:20 Strategies for Retirement Planning

40:37 Purpose-Driven Dollar Concept

46:06 Balancing Risks for Optimal Returns

49:30 Conclusion and Final Thoughts

132 قسمت

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?

Modern Financial Advisor

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

After watching or listening to this conversation, it might be hard for financial advisors not to wonder “Have I been using the wrong methodology for retirement planning all these years?”

Chapters

00:00 Introduction and Episode Overview

01:19 Meet the Guests: Steve Vecchione and Scott Schuebel

02:03 The Origin Story: How Steve and Scott Joined Forces

02:55 Challenging Conventional Retirement Planning

04:42 Developing a New Retirement Strategy

12:48 Addressing Retirement Risks

18:24 The Importance of Internal Rate of Return

26:14 Understanding Internal Rate of Return (IRR)

26:41 Time-Weighted Rate of Return (TWR) Explained

27:26 Comparing TWR and IRR in Portfolio Management

28:56 Impact of Market Conditions on Returns

30:20 Strategies for Retirement Planning

40:37 Purpose-Driven Dollar Concept

46:06 Balancing Risks for Optimal Returns

49:30 Conclusion and Final Thoughts

132 قسمت

#Tech #Trading #Business #Financial Advisors #MBA #Entrepreneur #Marketing #finservMarketing

All episodes

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What If Financial Advisors Have Been Using the Wrong Methodology for Retirement Planning?