Alternative Thinking: What Women Investors Want with Barbara Stewart

Alternative Thinking: What Women Investors Want with Barbara Stewart

In today’s episode of Serious Coin, I’m talking women and wealth—because women globally control about $34 trillion in assets, yet are often sidelined when it comes to investing in “alts” (alternative assets). My guest is someone who wants to rewrite that story: Barbara Stewart, former portfolio manager, global researcher, and founder of Rich Thinking. Her latest report, Women & Alts: A Global Perspective, reveals a striking gender gap: men allocate roughly twice as much to alternative assets (private equity, real estate, private credit, hedge funds, etc.) as women. In our conversation, Barbara and I dig into why that gap exists, what holds women back, and how she’s working to shift the narrative. Along the way, she shares a family moment from 2009 that lit the fire behind her mission. Watch/listen to the insights Barbara shares and see how investing like the women in her research can reveal new strategies for smarter, more resilient wealth. Key Highlights: -Why “risk aware,” not “risk averse,” is a more accurate—and powerful—frame -How survey design, marketing, and access widen the gender gap -Why women’s thorough due diligence is a superpower, not a flaw -Which alternative sectors piqued women’s interest (health, femtech, defence) -The role of networks, deal flow, and invitation into alternative deals. Links and Resources: Barbara’s Women & Alts: A Global Perspective — full research report (commissioned by Kensington Capital) — available via her Rich Thinking site: barbarastewart.ca [http://barbarastewart.ca] About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com]. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ [https://www.kellywillisgreen.com/] Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ [https://www.linkedin.com/in/kellywilliscanada/] Connect with us: seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com] Production by Keenlii https://www.keenlii.com [https://www.keenlii.com]

Dubai: Why It’s The World’s Fastest Growing Millionaire Hotspot with Philippe Amarante

In today’s episode of Serious Coin, I learn why Dubai is suddenly being talked about everywhere—and why it’s attracting the highest inflow of millionaires globally. Something’s happening beneath the headlines, and I was so curious to learn more about it. Joining me is Philippe Amarante, Managing Partner at Henley & Partners (Middle East). His firm publishes The Henley Private Wealth Migration Report 2024, which highlights Dubai and the UAE as top destinations for global wealth flows. From his base in the city, Philippe has a front-row seat to the surge of capital choosing the UAE. We explore what’s fueling the trend—who’s moving, what they're seeking, what they’re giving up, and whether it marks a new paradigm for how wealthy families think about home. Tune in to learn why Dubai is commanding attention and how Philippe sees this migration shaping the future of capital. Key highlights -Why the UAE attracted 6,700+ millionaires in 2024—more than any other country. -What “tax-light” does and doesn’t mean in real life—the costs behind the appeal. -How Dubai’s safety, governance, and growth mindset amplify its gravitational pull. -What lowered Golden Visa thresholds and faster residency paths are doing to accelerate inflows. -The cultural mix in a city where expats outnumber locals—and what that means for community. Links & resources The Henley Private Wealth Migration Report 2024—full data, methodology, and global trends https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024 [https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024] “The UAE: A Strategic Haven for High-Net-Worth Families” (Philippe’s perspective in the report) https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024/uae-strategic-haven-high-net-worth-families [https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024/uae-strategic-haven-high-net-worth-families] Henley’s wealth migration dashboard & interactive country flows https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024 [https://www.henleyglobal.com/publications/henley-private-wealth-migration-report-2024] About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com]. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ [https://www.kellywillisgreen.com/] Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ [https://www.linkedin.com/in/kellywilliscanada/] Connect with us: seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com] Production by Keenlii https://www.keenlii.com [https://www.keenlii.com]

Building Inner Wealth with Dr. Fred Luskin

In today’s episode, we’re exploring a universally relevant topic: forgiveness. Now you might be wondering, what does forgiveness have to do with wealth? In my work as a wealth coach, I often see how unresolved hurts and grievances impact our thoughts, feelings, and overall relationship with money. A few months ago, I came across a life-changing book called 'Forgive for Good' by psychologist, researcher, and longtime Stanford professor Dr. Fred Luskin. He directs the Stanford Forgiveness Project and is also the author of Forgive for Love and other works. In this conversation, Dr. Luskin offers a grounded, research-based view of forgiveness—not as surrender or forgetting, but as making peace with life and freeing up energy that’s stuck in old stories. You’ll hear how to disentangle expectations (especially around money), move through grief, and reframe your story from victim to hero—even when the past feels too heavy. Forgiveness is complicated—but today you’ll hear insights to help you live lighter with your money and emotions. Tune into this episode and see how Dr. Luskin’s strategies are tools you can start using right now to heal old wounds and bring clarity and freedom into your financial life. Key highlights -Why taking things less personally frees you from invisible debt. -How owning your emotional responses changes your power. -Why creating a positive intention flips the script on victimhood. -Ways to forgive deep hurts—even from childhood. -Why self-forgiveness might be the easiest step forward. Links and resources You can explore Dr. Luskin’s work in his bestselling books Forgive for Good and Forgive for Love, as well as tools like the Forgive for Good Recovery Workbook. He also leads workshops through the Stanford Forgiveness Projects. Find all links and resources at fredluskin.com [http://fredluskin.com]. About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com]. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ [https://www.kellywillisgreen.com/] Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ [https://www.linkedin.com/in/kellywilliscanada/] Connect with us: seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com] Production by Keenlii https://www.keenlii.com [https://www.keenlii.com]

Journey into Uncharted Luxury Travel with Francesco Galli Zugaro

In today’s episode of Serious Coin, I’m speaking to the traveller in you—because I know you’ve been to iconic destinations, had five-star experiences, and always ask the same question: “Where next?” Well, this episode might have the answer. Joining me is Francesco Galli Zugaro, founder and CEO of Aqua Expeditions. Aqua has redefined luxury and adventure through small-ship expeditions to some of the most remote and beautiful places on Earth. I spoke with Francesco about creating experiences that money alone can’t buy, how he built Aqua from the ground up, and how he thoughtfully brought his adult children into the business. Tune in to learn about your next adventure and how Francesco turned his passion for travel into a category-redefining business. Key highlights -How Francesco blended luxury with authenticity in remote regions of the Amazon, Mekong, Indonesia and more. -The art of small details that elevate guest experience. -Lessons from integrating his adult children into a growing business. -The emotional journey and strategy behind selling a majority stake. -How he thinks about “healthy risk” in business and life. Links and resources Explore Aqua Expeditions and their portfolio of cruises and river journeys: https://www.aquaexpeditions.com/ [https://www.aquaexpeditions.com/] Interview with Francesco on the challenges of building a luxury brand in remote destinations: https://www.forbes.com/sites/rachelingram/2024/07/04/how-aqua-expeditions-ceo-built-a-luxury-tourism-brand-on-waters-less-explored/ [https://www.forbes.com/sites/rachelingram/2024/07/04/how-aqua-expeditions-ceo-built-a-luxury-tourism-brand-on-waters-less-explored/] About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com]. Connect + follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ [https://www.kellywillisgreen.com/] Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ [https://www.linkedin.com/in/kellywilliscanada/] Connect with us: seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com] Production by Keenlii https://www.keenlii.com [https://www.keenlii.com]

Helicopter Parenting in a Gulfstream: How Wealth Complicates Parenting—And What to Do About It with Jessica McGawley

Welcome back to season seven of Serious Coin. This season is packed with conversations I’m eager to share. We have lots of great episodes ahead of us. And now, for the first time, we’re coming to you via a video podcast which can be watched on YouTube and Spotify, so come check us out in video format. In today’s episode of Serious Coin, I’m talking to parents, future parents, and anyone curious about how wealth shapes identity: because kids raised in affluent families face unique emotional, social, and psychological pressures. Joining me is Jessica McGawley, founder of Dallington, a London-based advisory firm that works with ultra-high-net-worth families to raise grounded, motivated, and emotionally resilient children. Jessica and her team partner with parents and young adults (teenagers/20-somethings) to navigate the challenges unique to those raised in wealth. In our conversation, Jessica shares practical insights every parent will want to hear. Tap in to hear how to build connection, accountability, and character in children whose world often looks very different than their peers. Key highlights: -The three biggest concerns affluent parents wrestle with: entitlement, motivation, and isolation. -How to shift from guilt or over-compensation to boundaries and values. -Why kids sometimes hide their families’ wealth—and how to talk about it. -Tips for giving power and responsibility (without losing control). -How parents can model a healthy relationship with money so kids internalize it. Links & resources: Dallington: Jessica McGawley’s firm—offerings, methodology, programs for families https://www.dallington.co/ [https://www.dallington.co/] About Serious Coin & Kelly Willis Green Serious Coin is where I explore the stories behind wealth—not just the numbers, but the meaning, intention, and creativity that drive how we live. I’m Kelly Willis Green, your host and wealth coach, and I believe growth comes from exploring both our outer and inner worlds. If this episode inspires you, would you leave a five-star review or share it with someone who’d enjoy this journey? Got ideas for future episodes? Email me at seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com]. Connect + Follow us You can find Kelly’s work and content at her website: https://www.kellywillisgreen.com/ [https://www.kellywillisgreen.com/] Kelly on LinkedIn: https://www.linkedin.com/in/kellywilliscanada/ [https://www.linkedin.com/in/kellywilliscanada/] Connect with us: seriouscoinpodcast@gmail.com [seriouscoinpodcast@gmail.com] Production by Keenlii https://www.keenlii.com [https://www.keenlii.com]