Welcome to The Partner's Table, where high-net-worth, ultra-high-net-worth, and family offices pull up a chair for transparent, strategic, and future-focused conversations. Hosted by the leadership of Zynergy, a private investment partnership at the forefront of digital innovation and investment strategy, this podcast brings you inside the conversations typically reserved for the world’s most influential investors, family offices, and capital allocators.Each episode explores real-world topics that matter to discerning investors—private equity, direct deals, alternative assets, multi-generational wealth planning, tokenization, AI, and the evolution of modern capital markets. Featuring interviews with elite investors, visionary founders, and trusted wealth advisors, The Partner’s Table offers unfiltered insights you won’t hear anywhere else.If you’re building, preserving, or reallocating serious capital—this is your seat at the table
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What is The Partner's Table: Conversations with Elite Investors?
The Partner's Table: Conversations with Elite Investors is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Unknown Host hosts The Partner's Table: Conversations with Elite Investors, a business show with 0 episodes published.
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The Partner's Table: Conversations with Elite Investors
Why AI Chip Stocks Actually Cratered in July 2026
Aug 31, 202610 minS0
<p>AI chip stocks entered July as some of the market’s strongest performers. Then sentiment shifted, valuations compressed, and several semiconductor leaders sold off sharply.</p><p>What caused the sudden reversal?</p><p>In this episode, we look beyond the headlines to examine the forces that placed pressure on the AI semiconductor trade. The discussion explores how elevated expectations, crowded positioning, changing assumptions about technology spending, geopolitical uncertainty, and questions surrounding the durability of AI infrastructure demand can quickly reshape investor sentiment.</p><p>The episode also explains why a falling stock price does not necessarily mean the lo...
The Partner's Table: Conversations with Elite Investors
Investing in the Age of AI: Navigating Life-Altering Events with Michael Lewis, CFA, and James Zimbardi
Aug 2, 202650 minS0
<p>In this episode of The Partners’ Table: Conversations with Elite Investors, James Zimbardi, Founder and CEO of Zynergy, sits down with Michael Lewis, CFA, Chief Behavioral Officer at Family Legacy Financial Solutions and author of Getting Out of Your Own Way.</p><p>Together, they explore the powerful role behavior plays in investing, leadership, and long-term decision-making. Michael shares insights into the emotional and psychological patterns that can influence financial choices, while offering practical perspectives on how investors and advisors can recognize biases, manage uncertainty, and make more intentional decisions.</p><p>The conversation also examines the importance of se...
The Partner's Table: Conversations with Elite Investors
Economic Crossroads: Market Dynamics, Inflation & the Outlook for 2026 - José Torres, Senior Economist
Jun 24, 202619 minS0
<p>What signals should investors and business leaders be watching as the economy moves through the second half of 2026?</p><p>In this episode of <b>The Partners’ Table by Zynergy</b>, hosts <b>James Zimbardi, Founder & CEO of Zynergy, and Larry McKay, CFA, CIO of Zynergy</b>, sit down with <b>José Torres, Senior Economist at Interactive Brokers</b>, for a timely discussion on the economic forces shaping markets, businesses, and investment decisions.</p><p>The conversation examines the <b>Q2 2026 economic landscape and the outlook for the remainder of the year</b>, including inflation trends, interest rates, consumer res...
Wealth Transfer: More Than Just Money - Paul Roldan, CFP
Sep 1, 202514 minS1
<p>In this episode of The Partners’ Table: Conversations with Elite Investors, we sit down with Paul Roldan, CFP®, Senior Partner and Co-Founder of AllGen Financial Advisors.</p><p>Paul shares insights from his experience building and leading an advisory firm, serving clients through changing market environments, and helping families make thoughtful financial decisions. The conversation explores the importance of disciplined planning, long-term perspective, trusted relationships, and leadership in the financial advisory profession.</p><p>Drawing on his experience as both an advisor and entrepreneur, Paul offers a candid perspective on what it takes to build an enduring firm while rem...
Hybrid Strategies for a New Era of Capital Allocation - Larry McKay, CFA, CTFA
Aug 31, 202519 minS1
<p>In this episode of The Partners’ Table: Conversations with Elite Investors, we sit down with Larry McKay, CFA, Chief Investment Officer at Zynergy.</p><p>Larry shares his perspective on the discipline, judgment, and long-term thinking required to navigate complex investment environments. The conversation explores how experienced investors evaluate opportunities, manage uncertainty, and maintain a clear decision-making framework as markets evolve.</p><p>Drawing on his leadership experience and investment background, Larry offers thoughtful insights into the responsibilities of a chief investment officer and the principles that shape an institutional approach to investing.</p><p>Join us for a ca...
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