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Women & Wealth

Bernstein Private Wealth Management

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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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Build Wealth Through Real Estate Based Strategies. Join Andrew Hines as he interviews various successful real estate investors and has them explain their strategies to flipping houses, executing the BRRRR strategy, investing in multifamily properties, investing in private mortgages, developing land, house hacking and more.
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Inspired Investing

Bernstein Private Wealth Management

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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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The Inflection Point

Bernstein Private Wealth Management

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Behind every entrepreneur is a distinct and inspiring story of how they navigated an Inflection Point. These moments illustrate their ambition, grit, failure, and success. We believe there is value in sharing their journey and lessons learned. Please join our host Brian Haloossim as he engages some of today’s most influential business leaders and innovators. During each conversation, we will discover what was behind those pivotal moments, and how they are preparing for new challenges and opp ...
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On Purpose

Bernstein Private Wealth Management

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On Purpose is a new Bernstein podcast focused on responsible investing and intentionally aligning your portfolio with your values. In each episode, the series’ host, Senior Investment Strategist and National Managing Director, Travis Allen, is joined by business, academic, and other leaders at the intersection of wealth building, profit, and making a difference. There is a lot to learn from companies and individuals that make concerns for the environment, society, and good corporate behavior ...
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Changing the Trajectory

Bernstein Private Wealth Management

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Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
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The Big Stage

Bernstein Private Wealth Management

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This is The Big Stage, where host Adam Sansiveri, Bernstein Managing Director and Co-lead of Sports & Entertainment, along with Bernstein advisors, will talk to the biggest names in pop culture, sports, and the arts about their lives and legacies. We offer behind-the-scenes insights into how ambitious and successful individuals make investments, manage multiple business and social ventures, and give back to their communities. Tune in to find out how these esteemed athletes, artists, and ente ...
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Stages

Emily R. Grace

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Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values ...
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Wealthy families often benefit from moving assets abroad or establishing footholds in different countries. Hear from an expert on everything families need to consider for establishing a global presence. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reli…
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In E283, Andrew catches up with Jack Bernstein after a couple of years. Jack's been busy transitioning from his corporate job in software sales to becoming a full-time multifamily realtor and real estate coach. He's also been expanding his portfolio, focusing on acquiring and stabilizing assets. Jack shares how he got started with a startup that ma…
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In E282B, Andrew welcomes back Zac Willms, we’re discussing a topic we've been eager to share – an equity offering for our campground glamping site. This has been a year in the making, and we’re finally ready to bring in partners. We need to be clear and precise because this involves a Canadian Securities offering, so it's crucial to mention that t…
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In E282, Andrew welcomes Brandon Disher, who previously featured on the REI Hot Seat. Brandon, a PhD in physics and a self-taught economics expert, shares insights on the Canadian economy, inflation, and the future of real estate investing in Canada. We delve into his journey from academia to real estate investing, driven by his determination to ac…
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In E281B, I provide an update you on various projects I am working on. We start off with my past weekend guest Bridgette Clarke, who discussed "pad splits," a strategy where multiple people rent rooms in a house. I see a ton of potential for this innovative approach in Canada especially with the looming housing crisis.I share a recent success in Fl…
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After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources …
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In E281 of the Andrew Hines Real Estate Investing Podcast, Andrew welcomes Bridgette Clarke, who shares her innovative rental strategy. Bridgette transformed a single-family four-bedroom house in Whitby into a high-income property by renting out individual rooms, achieving significantly higher rental income compared to traditional methods. Instead …
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In E280B of the Andrew Hines Real Estate Investing Podcast, insights are shared on the latest real estate projects in Florida and Ontario. Emphasis is placed on off-market acquisitions and the double close strategy, minimizing risks while maximizing profits. Collaborating with Matt Piche, the successful off-market acquisition business in Florida is…
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On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any questions or comments, or to discuss your own financial s…
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In E280, we sit down with Arron Bullock to explore the intersection of sustainable living and real estate investing. Arron, a long-time listener of the podcast and a dedicated electrician, shares his journey from traditional house flipping to embracing sustainable housing models and creating a self-sufficient lifestyle.Arron discusses his innovativ…
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Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …
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In E279, Avery Birch shares insights on managing 100 Airbnb properties in Halifax, utilizing commercial spaces for leases, efficient operational strategies, and introducing a unique resort cottage ownership model. Avery manages 100 properties in Halifax, combining owned properties, master leases, and property management for others. Avery shared the…
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In E278B, I share updates on my projects, including the success of my book "Real Estate Titans," the upcoming Audible version, the Bank of Canada's rate cut, changes to the CMHC MLI Select program, a $1.5 million raise for Tobermory hospitality, and significant progress in our Florida off-market acquisitions with Matt Piche, despite some challenges…
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In E278 of the Andrew Hines Real Estate Investing Podcast, I had the pleasure of welcoming Michael Emanuele onto my podcast for the first time, and it was a fantastic conversation. We've known each other online for a while, exchanged some messages, and now we're finally making this happen. Thanks for joining us, Michael. Michael shares that he got …
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In E277B, I discuss our book launch Real Estate Titans: Tools, Tactics, and Wisdom for Canadian Real Estate Wealth which hit number one bestseller in all its categories on Amazon, and we’re so grateful for your support. The book profiles over 20 investors and their strategies, offering something for everyone, whether you're just starting out or loo…
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Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …
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In E277 of the Andrew Hines Real Estate Investing Podcast, I had the pleasure of welcoming Patrick Banc onto my podcast for the first time, and it was a fantastic conversation. Patrick's journey from a secure government job to the adventurous world of real estate investing is truly inspiring. He shared how his parents, who fled communist Poland, la…
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In E276 of the Andrew Hines Real Estate Investing Podcast, I had the pleasure of interviewing Dane Buttenaar. Dane started as a landscaper and has transitioned into land development, establishing his own construction company focusing on infill developments and multi-family projects in Port Elgin and Southampton, Ontario. He shared his journey, emph…
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In E275B, I discuss key topics affecting the real estate market today. We start with the surge in spring listings as homeowners face higher mortgage renewal rates and consider downsizing. This influx, coupled with rising interest rates, puts downward pressure on prices, but international money and immigration might offset this. I also compare Canad…
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Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…
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In E275, Andrew Hines hosts Ian Armour to discuss Cleveland real estate investing. Ian, originally from the East Coast of Canada, and his partners Manny Shiferaw and Thomas Lorini, are investing in Cleveland for its attractive cash flow properties despite its not-so-glamorous reputation. They've undertaken significant projects, purchasing multiple …
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In E274B, I’m thrilled to talk about my upcoming book, "Real Estate Titans," launching at the end of the month. We've got a fantastic offer for the Kindle version—just 99 cents on May 24th. Search for it on Amazon that day and grab a bargain! Now, switching gears to the market—spring has sprung, and with it, a surge of new listings in Ontario. It’s…
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The importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from Social Security and Medicaid. On this episode we dive deep into this important topic with Ashley Velategui…
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In E274, Andrew Hines chats with Shawn DiMartile, an infill developer from San Diego, California. They explore the similarities between real estate markets in Ontario and California, emphasizing the regulatory environments and market conditions that impact development and investment strategies.Shawn shares details about a specific project where he …
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In Episode E273B, I share what's been on my mind in the investment world. It's a timely check-in on what's working, what's not, and the broader investment landscape. Firstly, let’s talk about the challenges in Canada. Many investors are looking abroad due to frustrations with the capital gains tax increase and policies that seem to favour instituti…
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In E273, Andrew Hines chats with Dan Illis, who returns to the show after two years to discuss his latest endeavors in infill real estate investing in Woodstock and Kitchener. Dan shares his experiences with complex projects, including a new build and a tiny home development, emphasizing the significant learning curve and practical challenges he fa…
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The first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the delay in interest rate cuts came as a surprise to most market participants, it was in line with my outlook last qua…
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In Episode E272B, I delve into valuable insights from previous episodes while detailing future business and real estate ventures. I spotlight Charles Crompton's successful strategy for expanding to 50 rental units, providing a comprehensive blueprint for business growth. The focus then shifts to my active real estate development projects in Florida…
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Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …
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In E272, we dive deep with Charles Crompton, who transitioned from his finance job at Edward Jones to mastering Airbnb arbitrage. Alongside his wife, Charles left the corporate grind, inspired by one of our very own episodes! He delves into the dynamic world of Airbnb arbitrage, breaking down how he and his wife developed their thriving business. C…
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In E271B, I'm joined by Dan Illes, a dedicated listener and my upcoming weekend guest. We dive deep into my latest real estate projects in Florida, where we're actively snapping up properties via cold calls and managing an ever-expanding list of off-market leads. We're also thrilled about a new addition to our team who's already locking down deals,…
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In E271, we dive deep with David Hulshof into the complex world of multifamily real estate investments. David walks us through his intriguing shift from the insurance sector to the bustling real estate industry, with a sharp focus on properties boasting more than six units. He employs a rigorous, data-driven approach to real estate, an essential st…
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Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…
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In E270, meet Jude Gomes, an inspiring entrepreneur who's rapidly climbing the ranks in the real estate and business world. Starting young, Jude now boasts ownership of multiple residential units, including a 10-unit complex, a sixplex, and a fourplex, on top of his success in wholesaling properties.Jude's real estate strategy is all about smart bu…
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In E269, we had the privilege of hosting Jordan McGregor, a dynamic real estate investor and Realtor whose journey in the realm of real estate began remarkably at the tender age of 17. Jordan, with his wealth of experience and strategic acumen, delved deep into his early forays into the industry, influenced by the foundational support and insights …
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E268B is a blend of my personal journey, the strategies that have shaped my investment approach, and a sneak peek into upcoming projects, notably a book collaboration with John Schwenker. This book aims to highlight the stories of some of the most influential guests on my podcast and to distill the investment philosophies that I believe will be cru…
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Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …
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In E268, Saad Dar’s foray into real estate wasn’t plotted on a traditional roadmap. What began as an unexpected tenure as a landlord evolved into co-founding a flourishing real estate investment venture, deeply entrenched in the BRRRR strategy, set against the dynamic backdrop of Philadelphia. This journey underscores not just the unpredictability …
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In E267B, I'm stepping away from our regular interview format to dive into some personal reflections, analytical musings, and targeted advice that I hope will resonate with real estate investors and a wider audience. One concept I've been pondering lately is the importance of finding one's equilibrium. I've noticed how small adjustments in my routi…
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In E267, Andrew Hines sits down with Kyle Pearce, a remarkable figure whose journey transitions from being a dedicated high school math teacher to a masterful real estate investor and corporate wealth management advisor. Kyle unfolds his narrative, revealing a profound passion for real estate that propelled him beyond the conventional classroom to …
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In E266B, we're diving into a mix of topics—real estate investment strategies, personal business ventures, and a bit of economic philosophy, particularly around Bitcoin and the concept of value. Midweek episodes, like this one, are designed to be a bit more laid-back and raw, providing you with updates on my life, work, and insights into the broade…
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The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…
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In E266, we're diving back into the world of real estate with the return of Austin Yeh, a veritable expert in the field, who last graced us with his presence four years back. This time, Austin walks us through his evolving journey, from his early days investing in single-family homes out in Windsor to his current ventures into joint partnerships, t…
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In E265B, I take you through a more personal lens on my real estate journey, zooming into my US market ventures. I'm introducing a fresh midweek episode format packed with my personal insights, market snapshots, and strategic deep dives. I'll share tales from Florida, spotlighting connections made, and the exploration of off-market tactics and part…
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Everywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it sustainable? I dig into all of these questions and mor…
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In E265, we have the pleasure of diving into Spencer Giles' fascinating journey within the Airbnb and vacation rental space. Spencer opens up about his initial steps utilizing the BRRRR strategy tailored for vacation rentals, his expansion endeavors across Canada, his experience managing an impressive portfolio of over 40 properties, and his strate…
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Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…
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In E264, features an in-depth conversation with Seth Ferguson, a renowned figure in the real estate investing world. Seth shares his journey from being a real estate agent and a hockey referee to becoming the COO of CPI Capital and a key player in the multi-family real estate sector in the United States and Canada. He discusses the pivotal moments …
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In E263, we catch up with Josh Findlay. We're diving deep into the world of real estate investment right here in Ontario, Canada. It's all about the unique set of challenges and the goldmine of opportunities that this region presents. I had a chat with Josh, and we really got into the weeds on how the game is changing from the traditional ways of i…
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