Shows / The Wealth Enterprise Briefing
The Wealth Enterprise Briefing
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
Episodes
- The Wealth Enterprise Briefing
Understanding the Corporate Transparency Act: A Conversation with Michael Zeuner & Joseph Kellogg
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg, Partner and Head…
- The Wealth Enterprise Briefing
Market Update: Understanding the Latest Market Volatility
In this flash episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager…
- The Wealth Enterprise Briefing
Navigating Economic Transitions with Steady Market Positioning
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Sam Sudame, global head of macro…
- The Wealth Enterprise Briefing
The Changing Terrain of Private Markets
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investments, to…
- The Wealth Enterprise Briefing
Macroeconomic Insights: The Long-Term Outlook for Capital Markets
The ever-changing landscape of macroeconomic data plays a pivotal role in shaping investment strategies. With the Federal Reserve's data dependency and…
- The Wealth Enterprise Briefing
Maximizing High-Interest Environments: Opportunities in Private Credit
In this episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell continue a…
- The Wealth Enterprise Briefing
Private Markets and Persistent High Interest Rates: Challenges and Opportunities
In this new episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell discuss an…
- The Wealth Enterprise Briefing
Private Markets in Focus: Long-Term Impacts of Higher Interest Rates
While our past discussions have focused on forward-looking strategies in private markets amidst current capital market conditions, in our latest episode of The…
- The Wealth Enterprise Briefing
Understanding Market Sentiment vs. Fundamentals
In the latest episode of The Wealth Enterprise Briefing, we discuss the nuanced interplay between short-term sentiment and long-term fundamentals in shaping…
- The Wealth Enterprise Briefing
The Current Venture Capital Outlook
While the U.S. has averted any kind of serious recession and slow down, there are a few lingering areas of concern. On a previous episode of The Wealth…
- The Wealth Enterprise Briefing
Navigating the New Economic Cycle
Recent years have seen rolling recessions influenced by Fed monetary policy, but signs now point to a more defined cycle, with positive markers like growing…
- The Wealth Enterprise Briefing
Unveiling India's Economic Potential, Part II: Strategies For Investing
During this episode of The Wealth Enterprise Briefing podcast, we continue the conversation about investing in India and take a closer look at the potential…
- The Wealth Enterprise Briefing
Unveiling India's Economic Potential, Part I: A Comparative Analysis
In our latest episode of The Wealth Enterprise Briefing, we are exploring an important question that has been top of mind for many investors – How attractive…
- The Wealth Enterprise Briefing
Rising Rates, Falling Values: The Commercial Real Estate Reset
While the U.S. economy seems to be headed for a soft landing, potentially avoiding a significant recession, economic trouble may still be brewing. In our…
- The Wealth Enterprise Briefing
Wealth Taxes: Potential Implications for Wealthy Families
During this episode of The Wealth Enterprise Briefing, WE Family Office’s Managing Partner Michael Zeuner and Partner and Wealth Planning Executive Joseph…
- The Wealth Enterprise Briefing
Dynamic Markets During Turbulent Geopolitical Events
Amidst the evolving geopolitical landscape, understanding its impact on investment strategies becomes essential for deciding on a successful investment…
- The Wealth Enterprise Briefing
Navigating Changing Market Dynamics: Insights for 2024
During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame…
- The Wealth Enterprise Briefing
Insights into 2024: Private Markets, Interest Rates and Investment Opportunities
During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell…
- The Wealth Enterprise Briefing
Flashing Yellow: Solving the Equity Market’s Economic Puzzle
The recent record-breaking rally in the equity market has led many investors to believe that the Federal Reserve has successfully orchestrated a soft landing…
- The Wealth Enterprise Briefing
Decoding the Federal Reserve's Influence on the Equity Market
Following an extended period of rapid rate increases, investors are now observing indications that the Federal Reserve might pivot its monetary policy and…
- The Wealth Enterprise Briefing
The Unexplored Impact of Rising Rates on Private Markets
Amidst the backdrop of a prolonged period of elevated interest rates, it comes as no surprise that the U.S. bond market and the global macro economy are…
- The Wealth Enterprise Briefing
Breaking Bonds: Examining the Unconventional Shift in Fixed Income
During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Macro Strategy Sam Sudame…
- The Wealth Enterprise Briefing
Connecting the Dots, Part II: An Economic Analysis of 2023
Following a comprehensive overview of the markets, WE Family Offices Managing Partner Michael Zeuner, returns with Director of Macro Strategy Sam Sudame, CFA…
- The Wealth Enterprise Briefing
Connecting the Dots: A Market Analysis of 2023
During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Matt…
- The Wealth Enterprise Briefing
Beyond the Hype: Identifying Fundamental Trends and Passing Fads
There is an emerging movement within the stock market known as "fad investing," which you may want to avoid incorporating into your portfolio. Fad investing…
- The Wealth Enterprise Briefing
China's Economic Conundrum: What Investors Need to Know
China, the world’s second-largest economy, is facing a severe economic slowdown with growing concerns in the real estate sector. While the slowdown first…
- The Wealth Enterprise Briefing
Emerging Opportunities Within the Hedge Fund Space
In a recent installment of The Wealth Enterprise Briefing, we discuss the fundamentals of hedge funds and the role this private asset class can play in…
- The Wealth Enterprise Briefing
Navigating Tides: Taking Advantage of Opportunities in Fixed Income
In a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for this special…
- The Wealth Enterprise Briefing
Venture Capital: Lessons from the Past to Invest in the Future
2023 has been a challenging year for venture capital, not only for companies trying to raise capital, but also for their investors. During this installment of…
- The Wealth Enterprise Briefing
Shifting Tides: Unveiling Opportunities in Fixed Income
Within the equity market, green shoots are emerging that indicate the door may be opening to expand portfolio allocation toward this asset class – but not yet…
- The Wealth Enterprise Briefing
The Role of Hedge Funds in a Family's Portfolio
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Managing Partner, Michael Zeuner, and Senior Investment Manager, Matt Farrell…
- The Wealth Enterprise Briefing
Will We or Won't We? The Likelihood of the U.S. Entering a Recession
In this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investment…
- The Wealth Enterprise Briefing
Venture Capital: Short-Term Challenges, Long-Term Opportunities
WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s extensive…
- The Wealth Enterprise Briefing
It's Not Too Late to Invest in Natural Resources and Commodities
Last year was an excellent year for investing in natural resources and commodities. However, now after a challenging start to 2023 with a potential looming…
- The Wealth Enterprise Briefing
Private Market Bright Spots and Warning Signals
WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s in-depth…
- The Wealth Enterprise Briefing
Debt Ceiling Drama: Market Implications and More
WE Family Offices Managing Partner Michael Zeuner sat down again with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, for a special deep dive…
- The Wealth Enterprise Briefing
Uncovering Fixed Income Opportunities for Family Offices
As a broad number of economic statistics turn to the red, and the impacts of last year’s interest rate hikes appear, the risk of a recession in the U.S. is…
- The Wealth Enterprise Briefing
The Alternative Asset Playbook for Family Offices
Earlier this year, Matt Farrell, senior investment manager and head of private investing at WE Family Offices, published a 2023 Outlook for Alternative Assets…