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The Biltmore View

In depth conversations with leading investment managers.

Weekly hand curated podcast episodes for learning

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Episode 13 - Don't Break the Chain with Darsh Singh, Hazoor Capital

Blockchain, Bitcoin, Cryptocurrency, NFT's - Darsh Singh, Co-Founder and Portfolio Manager at Hazoor Capital, covers it all. For those looking to learn more about this emerging sector of the investment universe, Darsh provides an in depth and thoughtful perspective. Bitcoin skeptic, crytpo-believer, or undecided this podcast has something for everyone.We dive straight into the future and philosophy of bitcoin - How valuable is digital scarcity and why use that innovation on a currency? If bitcoin becomes a digital reserve asset, will government allow it to exist? Has bitcoin reached escape velocity?  The conversation moves to other blockchain innovations in finance. What is De-Fi? Darsh digs into some of the innovative uses of smart contracts in online finance. Finally, we touch on NFT's. What is the best use case? Are the current Top Shots, Jack Dorsey tweets, or Christies art auctions an indication of the future or just another bubble?This podcast was recorded on March 12th, 2021.  The respective opinions expressed are those of Mr. Singh and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

54mins

25 Mar 2021

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Episode 12 - Sail Away with James Kelly, Greywolf Capital Management

James Kelly, Managing Director, Greywolf Capital. While Greywolf is known for distressed, event driven & CLO strategies, they also have a core expertise in hard assets such as container ships.James takes us through the history of the container ship industry. He breaks down the global container fleet by ship type. James explains ESG standards of today's institutional investors may be responsible for a supply / demand disconnect in global shipping.  We go into the impacts of COVID-19 on shipping and the subsequent volatility in pricing.  Finally, we talk about how inflation might impact the industry.This podcast was recorded on March 24th, 2021.  The respective opinions expressed are those of Mr. Kelly and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

34mins

10 Mar 2021

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Episode 11 - Charlie Carnegie, Context Capital - SPACtacular

Charlie Carnegie, Portfolio Manager, Context. While Context is known as a convertible arbitrage manager, they've been investing in SPACs for over 15 years.Charlie explains Special Purpose Acquisition Corporations (SPACs). We get into the structure of the vehicle and how they work for investors.  Charlie explains why SPAC investors are like savvy New York nightclub VIP's avoiding the lines out front and accessing the party through the backdoor. After many years in the underbelly of Wall Street, Charlie offers up thoughts on why SPACs are finally gaining broad popularity.  We talk about how SPACs serve as a hack for growth companies going public while avoiding the broken, highly regulated IPO market. Finally, Charlie offers up his thoughts on whether SPACs are here to stay.This podcast was recorded on March 24th, 2021.  The respective opinions expressed are those of Mr. Carnegie and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

31mins

26 Feb 2021

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Episode 10: Burl East, American Asset Capital Advisers

Burl East, CEO American Asset Capital Advisers- The impact of Covid-19 pandemic on various real estate sectors- How "office" as a real estate sector is the new retail.- A bleak future for Class B Manhattan and San Francisco office space- What is the impact on lenders?- Is there a distressed investment opportunity? This podcast was recorded on January, 20th, 2021.  The respective opinions expressed are those of Mr. Mahon and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

39mins

21 Jan 2021

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Episode 9: Ryan Mahon, Portfolio Manager of the Mobility Fund, Ibex Investors

Ryan Mahon, Portfolio Manager at Ibex Investors discusses:- The continuum of mobility: internal combustion engine to mobile living room.- The difference between Waymo and Telsa- How far off is the future of autonomous mobility (are we there now)?- Where is the US in the global race for autonomous driving?- What's the future of the mobility - subscription or ownership?- Our heads explode as we go down the second derivative impact of driverless cars - why Ryan is advising his brother to go into city planning.This podcast was recorded on October 14th, 2020.  The respective opinions expressed are those of Mr. Mahon and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

33mins

16 Nov 2020

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Episode 8: Jeff Bacon, Savitsky, Satin, Bacon, & Bucci

Jeff Bacon, Partner at Savitsky, Satin, Bacon & Bucci, one of Hollywood's leading business management firms, explains what business managers do (1:15), explains the birth of the industry (4:30), talks about the challenges of budgeting for actors and athletes (6:00), how to say "no" to clients (8:30), the changing economic landscape of the entertainment industry (13:00), the impact of Covid-19 on incomes (16:30), referrals and trusted advisors (19:00), what exactly are "agents?" (22:00), and how his clients deal with family demands (31:00). This podcast was recorded on August 26th 2020.  The respective opinions expressed are those of Mr. Bacon and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

34mins

5 Oct 2020

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Episode 7 - Brian Landrum, Harbert Seniors Housing

Brian Landrum, Senior Managing Director at Harbert Management Corp digs in to the impact of Covid-19 on the Senior Housing business. We discuss current and future investment opportunities around senior housing. This podcast was recorded on June 4th, 2020.  The respective opinions expressed are those of Mr. Litt and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

38mins

15 Sep 2020

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Episode 6 - Jon Litt, Land & Buildings

Jonathan Litt, Founder & CIO of Land and Buildings digs in to the impact of Covid-19 on commercial real estate (1:45), the collapse of co-working (4:00), broad adoption of work-from-home (5:30), not all retail will disappear (7:30), what sectors provide the growth engine for real estate (10:00), the impact of millennials moving back to the suburbs (13:00), the next major revaluation in commercial real estate (15:00), why public REITs are cheap (18:00), shifts in hospitality (21:30). We finish up with Jon's thoughts on the three megatrends that will make people money in real estate (26:00).This podcast was recorded on June 4th, 2020.  The respective opinions expressed are those of Mr. Litt and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

27mins

25 Jun 2020

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Episode 5 - Larry Mestel, Primary Wave

Larry Mestel, Founder & CEO of Primary Wave discusses why music rights are a compelling asset class (3:00), why artists would sell their rights (6:00), reviews some examples of creative tactics to build the revenue stream from legacy artists (8:00), Bob Marley, Whitney Houston, Prince - what makes a musical icon and legend (13:00), shoes, lottery tickets, & a new holiday - how Primary Wave adds value to their partner artists (15:30), how streaming saved the music industry (21:00), how covid-19 has impacted music publishing (24:00). We finish up with a story on how Paul Anka brought musical inspiration back to Frank Sinatra (29:00).This podcast was recorded on June 4th, 2020.  The respective opinions expressed are those of Mr. Mestel and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

35mins

11 Jun 2020

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Episode 4 - Fernando Guerrero, Varadero Capital, LP

Fernando Guerrero, Portfolio Manager of Varadero Capital, LP looks back at how the Global Financial Crisis shaped banking and credit (6:00), offers his take on the massive government assistance (10:00), why today's uncertain market provides a compelling investment opportunity (13:00), what is forcing asset owners to sell bonds (19:00), examples of opportunities in real estate debt securities (23:30). We finish up with Fernando's thoughts on longer term changes in as a result of the Covid-19 pandemic. The interview was conducted following the March - April 2020 market volatility brought on by the coronavirus outbreak.This podcast was recorded on April 30th, 2020.  The respective opinions expressed are those of Mr. Guerrero and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.   Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.

32mins

15 May 2020

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