Definitely Uncertain: The Private Wealth Podcast - podcast cover

Definitely Uncertain: The Private Wealth Podcast

Goldrock Capitalwww.goldrockcap.com
How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Episodes

Gila Tolub & Daniel Goldman: Navigating Philanthropy From McKinsey to Trauma Healing - Ep 128

In this episode, Daniel Goldman sits down with Gila Tolub —a former McKinsey partner who has spent the last two decades working acrosshealthcare innovation, strategy, and leadership development. Gila shares herjourney from advising Fortune 500s and leading McKinsey’s vaccine and healthequity initiatives, to her recent work supporting trauma healing efforts inIsrael through Merhav Marpe and the launch of ICAR Collective. Together, they explore how strategic thinking can be appliedto philanthropy,...

Jun 11, 202550 min

State Of the Market: Canadian Real Estate with Avi Glina – Ep 127

On this episode we had the pleasure of speaking with Avi Glina, Founder of SpiceCart Investments and a seasoned real estate investor and developer based in Toronto. Avi brings a wealth of experience in multifamily residential, commercial, and developmentprojects, with a deep understanding of the Canadian market. As a third-generation real estate professional, Avi’s work is grounded in strong family roots, philanthropy, and community activism. He is also the co-founderof Yalla!, a grassroots init...

May 27, 202524 min

Investing in Innovation and Unity: Eric Reiner on the Future of VC - Ep 126

Israel’s tech ecosystem is defying theodds—small in size, big in impact. On this episode of Definitely Uncertain ,Eric Reiner, Founder and Managing Partner of Vine Ventures, joins DarrenRockman to unpack what fuels that success. From investing in AI leaders likeHippo and Gynger to launching the Sarona Unity Center, Eric explains how his$140M fund is blending financial returns with social responsibility. Tune infor a deep dive into Israel’s startup DNA, the rise of AI, and how venturecapital can ...

May 12, 202531 min

Navigating Private Credit & Real Estate Lending: Insights from HCP’s Jonathan Moss & Cyril Pham – Ep 125

In this episode, we’re joined by Jonathan Moss, Principal at the IJD Group, and Cyril Pham, Portfolio Manager at HCP, to explore the evolving landscape of private credit and real estate lending. They share their insights on HCP's investment strategy, the growth of the sector in Australia, and how they assess deals in a competitive market. Tune in for expert perspectives on the future of private lending and real estate.

Mar 20, 202528 minEp. 125

Dr. Tamar Elram on Leadership, Women’s Health, and Poetry - Ep 124

A few months ago, we had the privilege of hosting Dr. TamarElram on the Definitely Uncertain Podcast . Dr. Elram is a physician,poet, and hospital director with extensive leadership experience in healthcare.Specializing in women’s health, she has held senior roles, including as thedirector at Hadassah Medical Center. A passionate advocate for consciousleadership, she strives to empower women in key positions and drive positivechange within the healthcare industry. In addition to her medical care...

Mar 13, 202535 min

Soo Cheon Lee on Opportunistic Lending and Global Markets - Ep 123

Soo Cheon Lee is the Chief Investment Officer and Co-Global Portfolio Manager at SC Lowy, a $1.6 billion alternative asset manager specializing in opportunistic corporate lending. With a background at Deutsche Bank, Soo Cheon offers deep insights into global markets and investment strategies. In this episode, Soo Cheon discusses corporate lending, market trends, and the factors shaping global investment decisions. Tune in for expert insights into navigating today's financial landscape...

Dec 26, 202427 min

"Navigating Israeli Tax Reforms: Strategies for High Net Worth Families" - Yair Benyamini: Ep 122

Join Darren Rockman, and expert guest Yair Benyamini as they discuss the proposed changes to Israel’s tax laws and how they will impact high-net-worth families. From changes to wallet and holding company taxation to new reporting requirements for Olim and returning residents, they break down what you need to know. Learn how these reforms could affect your investment strategies and tax planning, and how trusts will be impacted. Get actionable insights and strategies to navigate the evolving Israe...

Dec 17, 202427 min

War Impact on Diaspora Jews and Allies' Politics Ep 121 Jeremy Liebler

In this episode of the podcast, we sit down with Jeremy Leibler, a partner at Arnold Bloch Leibler and President of the Zionist Federation of Australia. Jeremy brings a wealth of experience in corporate law and Jewish affairs, particularly in the wake of rising anti-Semitic incidents in Australia since October 7th. We discuss the community's response to these challenges, drawing parallels with other diaspora communities and examining the role of the Australian government in addressing anti-Semit...

Nov 06, 202432 min

Feeding hope Joseph Gitler on Navigating Food Security in Crisis with Leket Israel - Ep 120

In the wake of the tragic events of October 7th, the question on everyone’s mind is: What now? How do we move forward? What does the day after look like? We were deeply honored to welcome back Joseph Gitler, founder of Leket Israel and a close friend to the Goldrock family, to share insights on how he and his organization have innovatively restructured to meet Israel’s growing needs in these challenging times. Joseph also spoke about his family's personal loss of his son-in-law, David, and how g...

Oct 29, 202430 min

The Emergence and Outlook for Defense Tech - EP 118

In this episode of the Definitely Uncertain Podcast, we speak with Amit Pilowsky from Key1 Capital, an Israeli growth equity fund focused on technology. Amit shares his insights on the rising demand for innovation in defense tech amidst global geopolitical tensions. We discuss the challenges of attracting capital and talent in the defense sector, the evolving relationship between governments and startups, and Western economies' readiness for large-scale defense tech production. Tune in for a dee...

Sep 01, 202438 min

Cybersecurity for Families – Ep 117

Ophir Zilbiger (Head of Cybersecurity at BDO Israel) helps HNW families and organizations manage their cybersecurity risk. Among other issues, Ophir discusses how HNW families can take a few steps to protect themselves from cybersecurity threats. Based largely on NIST (National Institute of Standards and Technology) guidelines which provides an array of best practices for cybersecurity: • Identify: Understand and manage cybersecurity risks • Protect: Implement safeguards to secure critical servi...

Jul 11, 202433 min

Impact on Aliya Post October 7th – Ep 116

Join us for our latest episode with Rabbi Yehoshua Fass. Josh is the Co-Founder of Nefesh B’Nefesh and has served as the organization’s Executive Director since 2002. We discuss how Nefesh B’Nefesh revolutionized western Aliyah and facilitated the Aliyah of over 80,000 North Americans to Israel. Over the years, the foundation has become a senior partner with multiple leading Israeli governmental Ministries and is widely recognized as the premier immigration institution in Israel....

Jun 27, 202426 min

Citi Outlook for H2 2024: Portfolio Construction in a Turbulent World – Ep 115

Catch our latest episode with leading Citi investment professionals, Jashpal Gulliani and Guillaume Menuet, where we discuss global asset allocation, equity & fixed income markets, portfolio construction in light of geopolitical uncertainty and more. As the global economy has entered a phase of growth and normalization, Citi believes that despite less than ideal market conditions, they see a variety of opportunities to seek returns and mitigate risks.

Jun 19, 202441 min

6 Key Financial Considerations in Advance of Moving or Returning to Israel - Ep 114

With increased immigration expectations, it is crucial to understand the complex tax implications for U.S. citizens and stay informed about the significant changes to Israel's tax laws affecting new immigrants and returning citizens. Our latest podcast features @Fred Kahn, Managing Partner & CEO of @Phil Stein & Associates, a premier U.S. tax accounting firm based in Israel. Fred provides expert guidance on navigating these new regulations effectively. Topics covered include changes to t...

Jun 02, 202428 min

Elite Runner: The Journey. The Resilience. The Dream. – Ep 113

Beatie Deutsch is the Israeli national champion in the marathon and half marathon. As a mother of five young children, she has learned to apply her training to the real marathon of life. Beatie took up running just seven years ago and is now training as an elite athlete, representing Israel on the international stage. More than anything else, her journey has empowered her to dream big and keep reaching higher, a message Beatie is passionate about sharing with audiences around the world.

May 20, 202430 min

Michael Oren on US, Israel, Elections and Campuses

Join us for an in-depth analysis of the current state of affairs with Michael Oren, former Israeli Ambassador to the US. After his time in DC, Oren served as a MK and Deputy Minister of Diplomacy in the Prime Minister’s Office. He has authored several NY Times bestsellers including Six Days of War, Ally: My Journey Across the American-Israel Divide and Power, Faith, and Fantasy and is the founder of Israel Advocacy Group. Ambassador Oren's latest writing can be found on his Substack, Clarity. Cl...

May 13, 202443 min

Abraham Accords Resiliency, Multicultural Jerusalem & Innovation – Ep 111

Join us for a fascinating podcast with Fleur Hassan-Nahoum, former deputy mayor of Jerusalem and co-founder of the UAE-Israel Business Council. Explore her insights on the impact of the current conflict on bilateral relations under the Abraham Accords, her innovative initiatives in Jerusalem's multicultural landscape, and her role as Israel's first special envoy for innovation.

Apr 02, 202433 min

Israel’s Economic Outlook & Priorities Post October 7th – Ep 110

Avi Weiss, President of the Taub Center for Social Policy Studies in Israel and Professor of Economics at Bar-Ilan University, brings a wealth of expertise to the discussion on budget priorities post-October 7th, and the ramifications of the war on Israel's economy, technology, real estate sectors, and the recent Moody's credit downgrade.

Mar 18, 202425 min

Resilience: The Genius of Israel – Ep 109

Saul Singer, Co-author of The Genius of Israel: The Surprising Resilience of a Divided Nation in a Turbulent World, explains how unity of purpose is essential to the health and future of the country.

Mar 04, 202428 min

The ABCs of Structure & Private Debt

Join us as we speak with an Alternative Credit Specialist and unravel the complexities of private debt and its implications in today's market. Together, we explore the heightened risks in a high-interest-rate environment, providing valuable insights for investors navigating this dynamic landscape.

Feb 18, 202432 min

India: An Economic and Investment Story - Ep 107

The Economist's Tom Easton has a unique lens via which to understand what's happening in the world’s most populous country and the 5th largest economy. During out podcast we discuss India's transition from "Basket Case to Bread Basket", how Synagogue attendance is a great measure of India's openness for business, and how excellence and motivation in education underpins the future. Tom Easton is The Economist’s India Business & Finance Editor and Mumbai Bureau Chief....

Jan 17, 202442 min

5 Strategic Philanthropic Priorities Post October 7th - Ep 106

In the wake of the events of October 7th there has been overwhelming desire by individuals to financially support Israel’s civil and defense needs by supporters around the world. As the war continues into its third month, it is critical for major donors and foundations to develop comprehensive, thoughtful and actionable plans for the short, medium and long term needs of those most impacted. In this week’s episode of the podcast, Daniel speaks to Michael Bloch, a former McKinsey Senior Partner. I...

Dec 19, 202327 min

The Abraham Accords and the Gaza War – Ep 105

On this week’s episode of the podcast, Darren speaks to Jason Greenblatt, former White House Envoy to the Middle East and one of the architects of the Abraham Accords. Jason discusses how October 7th and the Gaza War is impacting Israel’s relationships with its new regional Arab partners, the warming ties between Israel and Saudi Arabia and on regional trade an investment. They also discuss the threat to Israel and global trade posed by Houthis in Yemen. Tune in for a timely and fascinating disc...

Dec 10, 202328 minEp. 105

A Post October 7th Israel – Early Thoughts - Ep 104

In the aftermath of the October 7th Massacre, Israeli society is at a war, recovering from a national trauma and at undergoing a period of deep soul searching. On this special episode of the Definitely Uncertain podcast, Darren speaks to Gary Leibler, managing Partner of Shavit Capital in Jerusalem, about the impact of these momentous and tragic events on Israeli society, security and business - what we know and don’t know. Brough to you by Goldrock - www.goldrockcap.com...

Nov 14, 202319 min

Challenges and Opportunities in Today's Energy Landscape - Episode 103

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain podcast, David has a conversation about the energy markets with Zachary McCarroll, Partner at Apogem Capital. Together, they delve into the workings of the global energy sector. From the transition to renewable energy and the impact of government policies to grid challenges in the US and the surprising stability of energy prices, this episode covers it all. Tune in for a...

Oct 04, 202342 min

Will AI Revolutionize Investing? - Episode 102

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of Definitely Uncertain, we look at how Artificial Intelligence is revolutionizing the investment industry. Darren has a conversation with Prof. Ronen Feldman, Professor of Data Science at Hebrew University and the founder of ProntoNLP. Together, they explore how sentiment analysis and text mining capabilities create huge investment opportunities. Ronen explains how text mining unlocks crucial insi...

Sep 26, 202334 min

Behind the Scenes of Distressed Debt Investing - Episode 101

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain Podcast – David Ram is joined by Andrew Herenstein, a partner at Monarch Alternative Capital, a distressed credit investment manager. Andrew delves into the current market conditions, emphasizing the impact of government policies on interest rates and the complexities of real estate investments, especially concerning the imminent challenges in refinancing commercial mort...

Sep 13, 202328 min

Legacy of Success: The David Goldman Story - Episode 100

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ This is 100th episode of the Definitely Uncertain podcast. And it is a real treat. Darren speaks with Andrew Goldman, CEO of Tsemed Software, and son of the founder of Sage Group PLC, David Goldman. Andrew takes us on his father's journey starting from humble beginnings up to the eventual major success of Sage and their family experienced. Don't miss out on this compelling and insightful tribute as we honor the li...

Sep 13, 202337 min

Quant Investing: How to Beat the Market with Math - Episode 99

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain, Darren interviews Steven Cress, the head of quantitative strategies at Seeking Alpha. They discuss the basics of quant investing, how it has evolved over time, and how investors can use it as part of their investment strategy. Cress explains how quant investing is used to identify undervalued or overvalued stocks, as well as to assess the risk and return potential of di...

Jul 18, 202328 minEp. 99
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