Category: Investments

RealtyShares Founder Nav Athwal Talks Future Real Estate Investing Show 056

Realtyshares Nav Athwal Listenup Show Mitchell Chadrow Podcast Linkedin post 1

Realtyshares Founder Nav Athwal Talks Future Real Estate Investing Show 056

Nav Athwal is a real estate investor and fintech entrepreneur.  Nav is the Founder and former CEO of Realtyshares.

Nav has published Articles on Forbes, he has been featured on CNBC, Bloomberg and Fox Business.

Realty Shares is an Online marketplace for real estate investing with its 120,000 registered investors, surpassing $500 million in capital deployed with over 1,000 projects in 39 states.
. LinkedIn: in/athwal
. Twitter: @realtyshares

*How does realty shares work?

*How do you make a business more accessible, efficient, and transparent.

*What does it takes to build a leading online marketplace for real estate investing

*How Nav took the old real estate model and actually made it easier, simpler and more accessible to everyone and how you can use the same techniques in your own service industry for your own products and solutions

*We speak about the old models and fee structures and how he implemented the new models and thinking about what you will take away so you can apply these concepts to your side hustles, startups or businesses

*How did Nav first come up with the value proposition for his product service or solution and what you need to be thinking about as you Listenup so you can apply what you will learn here to your own businesses


Google Plus Article
LinkedIn Article
Sam Zell
Regulation A+
Passive Income
Crowd Funding
Accredited Investor
Cushman & Wakefield
Edward C. Forst
Goldman Sachs
Ron Suber
Lending Club
Napier Park Global Capital
Tech Crunch Article: Fintech Startups Navigate Legal Gray Areas
Farella Braun + Martel LLP
General Catalyst Boston VC
Menlo Ventures
Union Square Ventures
Equity Residential
Reality Mobile

.  Books
  Graphic Designer


30 Tools to Startup

Grab Mitchell's e-book – “30 Tools to Startup!”

As an entrepreneur, our guests remind us that time is our most valuable asset and you need to maximize your efficiency and productivity. And technology can be really helpful in doing that.

So I outlined the 30 tools that help you increase productivity, get started in business and I’m sure they’ll help you too.

So click Download Now! below enter your email to sign up and subscribe and get your free ebook 30 Tools to Startup and start being smarter today!


DIY Fund Investing Fintech Tools Wendy Garfinkel Nissan Eric Nissan Cofounders Show 048

Startup Round:

Wendy and Eric are not only husband and wife have two children but after careers on Wall Street, Eric as a technologist working for a $10 billion dollar hedge fund and Wendy working as a Bond trader. Their co-founded company is called DIY.Fund providing professional investment management software fintech tool and resources for individual investors. Wendy Garfinkle Nissan and Eric Nissan were both Wall Street Veterans now with DIY.Fund they are ready to show you how easy it is to Do-it-yourself! It’s FREE #fintech.

The Nissan’s were honored via #BZAwards for their @Diyfund investment best #FinTech tools and resources “Level the Playing Field” award! Check them out on the Red Carpet!!.

What we learn on today’s show:

so you help people invest professionally using do-it-yourself tools?
how they left Wall Street to Startup, what their differentiator is in the do-it-yourself investment platform niche, how their web platform actually helps the average listener in our audience manage their own portfolio, understand risk, and keep track of their performance; Starter Studio Incubator, 6 easy, simple straightforward Steps: DESIGN A PORTFOLIO, SET INVESTMENT GOALS, MONITOR THE PORTFOLIO, SO WHAT IS RISK ANYWAY, OVERSEE ALL INVESTMENTS, HEY NOW – INVEST LIIKE A PRO!; holistic approach to managing money.

Fast Pitch Round:

Book recommendation:

Wendy: Lean Startup – Eric Reis
Eric: A Random Walk Down Wall Street by Burton Gordon Malkiel, a Princeton economist,

App recommendation:

Personal Capital Net Worth Calculator

Wrap Up Round:

How can people stay in contact

The website, without a “com” at the end.
The blog at
Twitter handle is @Diyfund.

Three main take aways
1) Investments: Understand what it means to invest and how things work.
2) Startups:the ability to adapt, think what else can I be doing.
3) Customers: Foucs on what your customers want by constant feedback not what you think they want.

YouTube Channel Platform:

Startup Angel Robin Hood Ventures Temple University Ellen Weber Executive Director Show 036

The post Startup Angel Robin Hood Ventures Temple University Ellen Weber Executive Director Show 036 Startup Entrepreneur Podcast Listenup Show first appeared on
The post Startup Angel Robin Hood Ventures Temple University Ellen Weber Executive Director Show 036 Startup Entrepreneur Podcast Listenup Show first appeared on

Robinhood Ventures Executive Director Ellen Weber and she is also Executive Director: Temple University’s Fox School of Business Innovation and Entrepreneurship Institute

In my interview with Ellen Weber I discuss:
– how she helps startups startup and the resources her organization provides
– steps she had taken to Build great companies
– what drives her passion to innovate and what are we going to see coming out of this tri state Philadelphia area over the next several years

Ellen – What’s the one thing that contributes most to your success?
Ellen is really active in the Philadelphia startup community:
and you are involved in so many organizations :

What are the reoccurring themes that you experience as an
entrepreneur that you can summarize for the benefit of aspiring entrepreneurs,

current startups looking for help and those looking for resources to either startup, grow or take their business to the next level or someone who just wants to get experience as an intern or find a job.

What is the one best piece of business advice you ever received?

so people can get to know you better
fill in the gaps a tell us more about your personal story –
Tell us a little bit about how this background and ties into how you are helping people today?
4. What do you think are the most common mistakes other startups or entrepreneurs or students interested in business make that delay or prevent their success?
5. Can you give us some of the essential understandings entrepreneurs/students need to have the proper mindset to deal with the daily challenges they face?
Q: Your Best business practices
Q: So what things do you delegate to others because your not so good at it

I know
(, as a leading angel group in the Philadelphia region helping startups scale and grow –
Since 1999,
Tell us about the process companies go through from initial startup through excite –
Robin Hood Ventures has invested in over 60 early-stage, high-growth startups, en route to building great companies. Our investments generally range from $250,000 to $1 million, and we syndicate with venture capitalists, institutions, and other angels in our network. We are passionate about using our expertise to build great companies. Our members boast a wealth of experience in a range of industries from IT to financial services to healthcare, and they are able to leverage their knowledge and networks to add real value to our companies.

These are some other organizations that you help – Philly Startup Leaders, Philly Tech Meetup, and the Alliance of Women Entrepreneurs.
Talk to us about the resources you provide them and what it takes to become a success

So how did you get started in business??
Co-founder several companies
also COO and VisionMine (, which provides a specialized Open Innovation portal to large corporations. VisionMine is a subscription service that allows corporate clients collaborative access to early start-up innovations, new technologies, and entrepreneurs that solve business problems.
You have over 25 years of experience creating strong teams and building strong leaders for emerging companies as well as Fortune 500 clients. Can you talk to us about specific names and what you did

Also Managing Director Antiphony Partners, LLC, a strategic consulting firm that specializes in helping companies create sustainable value through innovation.

I was involved in the growth of Investor Force, a provider of technology-based solutions for institutional investment professionals, where I created the company’s initial human resources department, facilitated strategic planning, and managed the organizational aspects of the company’s mergers and acquisitions.

Shared Medical Systems (12 yrs) where I was responsible for initiatives encompassing organizational development, customer support and corporate communications.
senior consultant for Andersen Consulting.
Assistant Professor of Entrepreneurship

Quote : John Quincy Adams: “If your actions inspire others to dream more, learn more, do more and become more, you are a leader”
Resource under $100
Fun fact:
Temple’s Be Your Own Boss Bowl business plan competition is well on its way this year, and we have a record number of teams that have applied for mentors.
graduated Wharton School with a B.S. in economics.

So What are the key challenges you face

Fun fact:
Temple’s Be Your Own Boss Bowl business plan competition is well on its way this year, and we have a record number of teams that have applied for mentors.
graduated Wharton School with a B.S. in economics.

So What are the key challenges you face

We all go through adversity what actions did you take to overcome it

Mentors – expectations – participate in weekly calls or in-person meetings – support and guide the teams.
Mid-Atlantic Diamond Ventures Forum is February 1st. (MADV) assists early-stage technology and innovation-based companies acquire funding and build sustainable businesses. MADV prepares the companies for investment, helps ensure their investment materials are as defensible and compelling as they can be, and provides networking connections plus coaching around critical aspects of entrepreneurship and building a business.

What are your three main takeaways
You want to leave our audience with

Ellen – How we can keep in contact with you any special links and resources you can provide for the audience so I can place s link in the show notes

Fintech Entrepreneur Aaron Schumm Show 034

Fintech Entrepreneur

Vestwell, Founder Aaron Schumm

Fintech Entrepreneur, Aaron Schumm on Show 034.

Aaron is an accomplished fintech entrepreneur with a proven record. He is the Founder and CEO of Vestwell.  I asked him what the one best piece of business advice he has ever received. His response:  he truly believes in what you are doing he never looked at himself as an entrepreneur but someone who was passionate about a few things and wanting to solve a problem he is passionate about.

Designing technology used by advisors trust side transferred to tech side turnkey solutions to better serve their clients 401k 403b defined benefit contributions remove barriers when small to medium offering to their employees make it easier for advisor to do so offer a plan a remove all friction points turnkey touch point financial advisor owner and employee flows quick and eloquent so it's not confusing reduced cost name you as entity responsible for doing all this help from a fiduciary point of view they are comfortable an architect what it looks like and good for all of them owners employee plan sponsors there is a need
How he provides financial advisors with a modern platform which reduces fees, increases transparency and ensures compliance in a quickly shifting regulatory landscape.

believe in what you are doing never looked at myself as an entrepreneur passionate about a few things look at it as a person who wants to solve a problem I am passion about

Startup sponsor Hostgator

So what contributes most to his success:

refusal to fail highly competitive side that drives him if I didn’t have to sleep with wife and a newborn so driven business is a success that it benefits every person it touches

Aaron’s new company Vestwell is all about knowing which part of the market is underserved

Aaron discusses the key challenges that he faces market as whole advisory world two bucks financial advisor understand retirement advisors to company owners other side don’t service them but company owner has a relationship with advisor vestwell comes in advisor want s to service but not always easy for them so remove options to just walk away or just take something off self like John Hancock risky for company owner high cost employer doesn’t like or can find components recordkeeping admin custody broker investment and piece together solutions but can be laborious and expense advisors want to service their client but not that easy so we will put it together to better serve the customer

Prior to Vestwell, you Founded, FolioDynamix.

FolioDynamix was sold for $199 million sold to Actua who had a market value of $600 million back in 2014( ACTA)

Aaron’s payday? It was Ok still wants a few more dollars in the bank before he retires

People are interested in what the entrepreneur does but reasons to go into business goes to his personal story

Prior to joining FolioDynamix, he was vice president at Citigroup focused on global asset manager solutions.
how it made the shift

Checkfree/FISERV early 2000 he ran product MSP multi-strategy portfolios then unified managed account he ran product side moved to new york on trust side ERISA and moved to NY to be investment manager had no APL program cumbersome platform dos company who build it hired him thinking he would be investment person but started in tech side he is some developers UMA world his boss ran all different product segment his last day quit Fiserv two hours a night of sleep for a few years last day having a drink with his boss last day at Fiserv was in grad school wrote it out on a bar napkin concept draw up concept

Few months later he was moving to London to launch mutual fund wrap program boss called do you want to do this he was ready to leave pulled him in Bisys this company could help us sandbox wealth management solution outsource to wealth side it became his sandbox for folio dynamic have autonomy it was sold to Citi they slid out did it on their own.

Other past positions include the head of wealth solutions products at BISYS (now part of Citigroup) and product manager at CheckFree Investment Services (now part of Fiserv).

Amazing story what do you tell people with fear on last day want to go forward

You have to have a stomach for it it’s a roller coaster ride those early days at folio we struggled couldn’t make payroll been in very dark days could pay employees couldn’t pay rent and said I don’t think we can do this and you have to pay employees and they need money for their family nothing sexy glorious about it boots on the ground spend time doing things you didn’t want to do at a bigger company you would delegate you must be pushed in the pool and find a way out roller coaster we good days it’s a rush and bad days while someone just kicked you down make sure you spouse understands they are in it as well because their in it as well

When he ran out of cash in early days of folio wasn’t married it is a timing thing - had a successful exit and learn a lot what to do what not now with Vestwell he says I must do this create this and wife now knows if I don’t do it I would be miserable in corporate knowing I could make an impact she said I will give it one year if not she said you are getting something more stable

Not sexy in the investment world everyone wants to do investments your niche don’t know it don’t want to do

Jazy idea maybe idea is not so sexy ideas can come from anywhere he was interviewing someone for a position why retiring side what drives you why w0nt it be boring - he says distinct knowledge giving them an advantage all the moving parts you can dig in but you can take the time little nuisance in seeing it knowing war stories to piece it together

Department of Labor / Securities Exchange Commission: Investment advisor fiduciary
balance it all on boards he says it's exhausting just from reading it how is he doing it married new born big interest both he and his wife high energy sleeps well in small spurts

Companies he is passionate about Board member advisor helps out Quova account aggregation performance analytics dashboards out to advisors - full wallet they have as an investor he is passionate about met founders before they launched met and someone introduced them and help them is important to
Vestorly - content marketing financial services industry cool articfillial intelleige platform content market to communicate dialogues more receptive to investor
One wish in this world extend the days 36 hours days time and maturity figure out whats important and balance that the important things you are there for - thought leader - other companies are leveraging

Larger clients he is focusing on 3-7 years out - target work through financial advisory firms we give them tools for their client plan sponsors and end user employee but work through Trust Company broker-dealers RIA firms want to retain independent do what's right to clients fiduciary oversight cost not robo advisor automated technology with a human touch people phone number to chat through platform take it step further robo offerings great market for that service people that need it but new plans they are working with those who have existing plans scale from legal 1-20 million plan size different
Q: Causes Aaron cares about: passionate about other things growing up loving family brought into parents were very different adopted at birth build my own path learn a lot of my own fall down get up on my own mistakes along the way teach so not a lot of time for charity but buddy started inner city children to fail and get up and become mature to become adults snowboard in winter and skateboarding in summer have confidence to be knocked down and get up and they have been excepted to college and not make
Animal Welfare

Arts and Culture

Disaster and Humanitarian Relief

Economic Empowerment




Human Rights


Audible sponsors the Fast Pitch Mitchell’s Book Club

Business / Family or Inspirational book - Brief History of Time loves physics aspect loves political books money power politics Bloomberg, not an inspirational book reader likes nonfiction take information and see how it applies in my life and relate it to me

Quote - “Always put yourself in the other person shoes” “things can always be worse” “you are where you are because you need to be there right now”
Impactful purposeful under 100 bucks laptop charger -

Fun fact : He was adopted at birth and so was his sister but not his brother and that has really shaped him and raised by great parents, CEO, Co-Founder, Writer/Producer

Red Flavored Records DJ passion became a record label music but he didn't like the industry so he gave up the business to his partner and the record label still exists today.

Startup but actually thinking about good to great how to build a scalable business over multi channels - wisdom - it's very easy to be distracted there's a lot you can we can do so much stay focus myopia other things will come over time but be strategic know several steps ahead be impactful out don’t be reactive think how this will impact other aspects and this will take you to scale inner section points don’t have to do them now but down the road

Snappa sponsors the Wrapup

3 main Takeaways

1) Be thoughtful in what you do and make sure it impacts people in a positive way and how that plays out in the world how it impacts other people in a positive way because there is a lot of noise out there so leave it a little better

2) Be passionate: if your thoughtful and passionate then you have something

3) Work hard to get it done, your going to fail and make mistake but just pick yourself up, so if you thoughtful passionate and work hard you will be successful

Aaron on Twitter

Email Aaron

Aaron on LinkedIn