Making Your Money Work with Sam Sivarajan

Joining the show today is personal finance expert, senior financial services executive, and bestselling author, Sam Sivarajan. Sam’s latest book Making Your Money Work: The Secrets to Financial Health is a unique and engaging handbook that distills expert financial wisdom into an engaging narrative non-fiction format. 

In their conversation, Sam and CARL’s Jamie Uppenberg discuss everything from risk management in hedge funds to crypto currency. Sam’s knowledge is strong and steeped in his many years of experience working with some of the wealthiest people in the world. 

Episode Highlights:

0:00 - Intro

1:04 - About Sam, how he came to write his latest book, and who it is written for 

2:29 - Managing wealth for the uber wealthy 

3:34 - Why the wealthy are concerned with managing risk 

7:14 - The emotional side of risk 

9:24 - Why statistically most financial advisors can't beat the market  

12:04 -  New opportunity for accredited investors in hedge funds 

16:18 - Quantitative hedge funds 

18:25 - Crypto and the blockchain 

24:18 - Limiting hedge funds to the uber rich vs. making them more accessible 

28:23 - Final thoughts and considerations for investors 

About the Guest

Sam Sivarajan is a best-selling author and senior financial services executive and leader. He has spent over 25 years advising investors on achieving their investment goals, advising companies and business leaders on achieving their strategic objectives, and leading teams to personal and professional success. By weaving his academic and practical background in law, finance, strategy, and leadership, Sam helps his clients make better decisions to achieve better outcomes.

As a writer, he writes narrative non-fiction to help readers make better decisions. His bestselling book, Making Your Money Work: The Secrets to Financial Health, gives people actionable tips and tools to make better financial choices and achieve financial health. His upcoming book, Uphill: How to Apply Ancient Wisdom and Modern Science to Life's Choices and Challenges, provides actionable insights for everyone to deal with life's inevitable setbacks and make better choices – in investing, in building and growing businesses, in leading teams, and in their personal lives.

Sam has written articles in several academic and mainstream publications and has been a guest on broadcast media. He believes that science, philosophy, and experience are important to make better decisions that lead to better outcomes.

For more information:

https://www.samsivarajan.com/ 

Links & Resources 

Download the CARL App ​for iOS https://apps.apple.com/us/app/carl-app/id1518314520  

Download the CARL App for Android https://play.google.com/store/apps/details?id=com.investwithcarl.carl 

**************************************************

Alternative investments for the digital age! 

Sophisticated investment strategies aren’t just for institutions anymore. CARL is bringing the power of quantitative investment strategies to all accredited investors, not just the uber-wealthy. With lower minimum investments than ever before, 15-25% targeted returns, and no lock-up periods, CARL is creating a new world of possibility for investors. 

Learn more https://investwithcarl.com/index.php 

Listen to the Invest with CARL Podcast https://investwithcarl.com/podcast.html 

Follow CARL:

Instagram https://www.instagram.com/investwithcarl/

Facebook https://www.facebook.com/InvestWithCARL/

Twitter https://twitter.com/investwithCARL

LinkedIn https://www.linkedin.com/company/invest-with-carl/

Medium https://medium.com/@investwithcarl 

Inquiries [email protected]