Pensions and Investments Podcast

Pensions and Life Lessons with Dina Hirsch

In this engaging conversation, Atara Twersky interviews a very special guest, Atara’s mom! Dina Hirsch, who has become a social media sensation with over two million followers across social media platforms. Atara and her mom have a fun packed episode for listeners and they also  discuss a few serious topics like  the importance of having a pension to ensure security in later years, financial security afforded by being a member of a public pension fund, and the value of investing wisely. 
Dina shares her journey to fame and offers insights on business and life lessons, emphasizing the significance of simplicity and meaningful connections over material possessions.
 
🔗 Follow Us:🎧 Spotify Podcast: https://spoti.fi/3DHny9Z 
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Website: https://www.twerskylawgroup.com/category/pensions-and-investments-podcast/ 
 
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TikTok - https://www.tiktok.com/@jewishgrandmapodcast 📸 Instagram: https://www.instagram.com/jewishgrandmapodcast/#
 
#Finance #RetirementPlanning #PensionFunds #GrandmaDina #Investing #MoneyMatters #Podcast #PensionsAndInvestmentPodcast #DinaHirsch #LegalPodcast #SecuritiesClassAction #SecuritiesLitigation

Anurag Chandra's Journey And The Many Hats He Wears As Both A Venture Capitalist And Trustee At The San Jose City Employees Retirement System

In this conversation, Atara interviews Anurag Chandra, a venture capitalist, chief investment officer and trustee at San Jose City Employees Retirement System, discussing his diverse background in Silicon Valley, his role in the public pension fund world, and the intricacies of risk management. Anurag shares insights on the importance of relationships in business, lessons learned from failures, as well as various investment strategies. The discussion also touches on the overlap between public and private investment roles, liquid strategies, tax optimization, and the emerging influence of AI in finance. 
Anurag and Atara talked about the hot topic of AI and its transformative role in connection with  institutional investing.  We explored AIs’ implications for job security, and the importance of ethical responsibility in finance. Atara and Anurag share their experiences as team leaders and their insights on leadership, emphasizing the need for minimal hierarchy and the value of teamwork. Anurag also reflects on personal experiences that shape his professional motivations and the significance of serving the community through responsible investment practices.
 
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🎧 Apple Podcast: https://bit.ly/4hLuPTO 💼 LinkedIn: https://bit.ly/3XZNGUg 📸 Instagram: https://www.instagram.com/ataratwersky 
Website: https://www.twerskylawgroup.com/category/pensions-and-investments-podcast/ 
#Investing #PensionFunds #VentureCapital #Finance #RiskManagement #AI #Podcast #PensionsAndInvestmentPodcast #AnuragChandra #LegalPodcast #SecuritiesClassAction #SecuritiesLitigation

From Community Advocate to Pension Board Trailblazer: Meet Laura Basua

In this engaging conversation, Atara Twersky interviews Laura Basua, a dedicated trustee of the Fresno County Employee Retirement System. Laura shares her inspiring journey from working as a homeschool liaison to becoming a board member, emphasizing her commitment to serving the community and advocating for women in leadership roles. 
 
The discussion covers her experiences in managing pension funds, the importance of continuous learning in investments, and her active involvement in charitable organizations. Laura's passion for helping others and her vision for the future highlight the significance of kindness and community service in her life.
 
🔗 Follow Us:🎧 Spotify Podcast: https://spoti.fi/3DHny9Z 
🎧 Apple Podcast: https://bit.ly/4hLuPTO 💼 LinkedIn: https://bit.ly/3XZNGUg 📸 Instagram: https://www.instagram.com/ataratwersky 
Website: https://www.twerskylawgroup.com/category/pensions-and-investments-podcast/ 
 
#PensionFunds #RetirementPlanning #WomenInFinance #Investing #MoneyTalk #Podcast #PensionsAndInvestmentPodcast

Web3, Angel Investing, and Entrepreneurial Growth with Liat Aaronson

In this episode of the Pensions and Investments Podcast, host Atara Twersky speaks with Liat Aaronson, an experienced angel investor and mentor with a focus on Web3 technology and entrepreneurial growth. Liat discusses the opportunities and challenges in the Web3 space, the future of decentralized technology, and how startups in this field can navigate the complexities of raising capital. She also touches on her personal journey in investing and provides advice for entrepreneurs seeking to succeed in the fast-evolving world of Web3.
Key Points:
The growing impact of Web3 and decentralized technologies on the future of business
How to successfully raise capital in the Web3 space
Liat’s experience with angel investing and the criteria she uses to identify strong startups
The importance of building a team that combines product expertise with fundraising capabilities
The evolving nature of entrepreneurship and the ability to pivot in Web3
Insights into balancing passion, skill, and market need in the rapidly changing tech landscape.
Liat’s perspective on mentoring entrepreneurs and helping them succeed in the Web3 ecosystem

Panayiotis Lambropoulos: Portfolio Manager at the Employee Retirement System of Texas

Panayiotis Lambropoulos, Portfolio Manager at the Employees Retirement System of Texas-- a $35B public fund located in Austin, Texas, works in the hedge funds department on a team of managers. Panayiotis brings his diverse background, being born and raised in Greece until he was 13 years old, as well as his prior experience working for a Japanese Hedge fund, to work he does on behalf of Texas ERS. As one of the large public funds in the U.S., Panayiotis has a lot of experience that funds of all sizes can learn from.

Kathryn Sollmann: a Founder, Coach, Speaker, an Advocate, a Woman

Women in Business need to support one another!  We are on the same team and Kathryn Sollmann, founder of The 4 Jobs Club, an online community of women assists women in navigating their many roles as moms, caregivers, and career women.  Kathryn, quoted in the NY Times,  is  the author of the book “Ambition Redefined: Why the Corner of Office is Not for Every Woman & What to Do Instead”.  If you are a woman with any type of job and other responsibilities (who isn’t?!!) this episode is for you! 

Fahem Almusa describes the safety and convenience in investing in Dubai

The UAE (United Arab Emirates) is bursting with business opportunities.  In this Episode, I speak with Fahem Almusa who is the Director for the  Internal Audit and Accounting Advisory at Crowe UAE which is one of the Key Economic Country (KEC) within the Crowe Global network.  Crowe is ranked as one of the top 10 largest accounting networks in the UAE ( by the International Accounting Bulletin). Fahem is U.S. educated but lives in the UAE so he really understands the global conversation! 

Richard Wilson: Founder of The Family Office Club; An Entrepreneur, A Best-Selling Author, A Business Leader

As a child, Richard Wilson was already attending his father’s business meetings. By the time he was in High School, Richard was a full-fledged entrepreneur; by the age of 21, he was earning 6 figures. From risk consulting to raising capital, Richard ventured into the world of family offices with the goal of providing trends in structuring deals and opportunities for wealthy family offices to connect with each other, share insights, and learn from each other's ups and downs. Richard Wilson is the Founder and CEO of The Family Office Club—the #1 largest association of over 2000 registered ultra-wealthy families and their family offices. Richard is also a best-selling author of an important book in the field of family wealth titled “How To Start A Family Office”. If you are working for a Family Office or a principal in one, this episode is a "must-listen-to"!

Blair Nicholas: From Attorney to Vineyard Owner in Dundee Hills

The word attorney conjures up many images, some less likable than others.   Sometimes this distaste for lawyers is rooted in reality and other times it is not.  But every now and again you will meet a lawyer who has changed course and taken a new route and this change informs who they become.  My guest, Blair Nicholas, was one of my former legal competitors (friendly ones of course) and yet we crossed over into real conversation as Blair shares his journey in finding a new path as a Vineyard owner and the deep connection he feels with the land in Dundee Hills Oregon. I knew Blair before our conversation, but today I met a man that showed me how complex we can all be given the opportunity!

What does it take for public pension reforms to have lasting, meaningful, and important change?

Len Gilroy is the Vice President of government reform Reason Foundation. In this episode, listen in as we continue our conversation on pension reform and the collaborative approach to making lasting, meaningful, and important changes and how restructuring your public pension funds can help address underfunding issues and secure future benefits for those in the public sector. Secure the future you have for yourself and your loved ones. Tune in now!