Modern Investing with Sidepocket Podcast

Let us know what you think!In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not only improved the success

Let us know what you think!In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passionate about veering people

Let us know what you think!Click Here To Join Katie's Financial Journey on SidepocketIn this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to share her journey navigating the entertainment industry and her path to financial empowerment. Katie walks us through her professional evolution, from her initial foray into a girl group to thr

Let us know what you think!In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consulting for financial servic

Let us know what you think!This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lead to uncertainty and sig

Let us know what you think!We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey. From his early days

Let us know what you think!In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis with a deep understanding o

Let us know what you think!In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding entrepreneur or seasoned

Let us know what you think!In this episode, we deep-dive into the dynamic landscape of alternative lending with none other than James Fellus, owner of one of the largest private funders of Merchant Cash Advances here in the USA - funding over $1B+ in deals each year. With over 30 years of experience in financial markets, James shares invaluable insights into how alternative lending

Let us know what you think!Welcome to the Sidepocket Podcast! Today, we are thrilled to have a special guest, Zecca Lehn. Zecca is the General Partner of Responsibly Ventures, a California-based venture capital firm that backs U.S. PreSeed startups in Social and Sustainable Tech. Guided by multiple UN Sustainable Development Goals, Zecca’s investments are making a significant imp