Journeys to the Summit
Journeys to the Summit
Podcast Description
Journeys to the Summit is your gateway to the private stories of entrepreneurs who have navigated their way to the top. Hosted by Ilya Zlotnik of Vivaldi Capital Management.
Each episode explores adventures of the people who built great businesses and are living fulfilling lives.
From their initial struggles to masters of their craft, our guests share candid experiences, challenges faced, and invaluable lessons learned along the way.
Whether you're a successful entrepreneur or seeking inspiration, this podcast offers a compass to guide you along your journey.
Podcast Insights
Content Themes
The podcast centers on themes of entrepreneurship, resilience, and innovation, with episodes delving into topics such as overcoming initial struggles, building sustainable business models, and navigating market challenges. For example, one episode discusses a restaurateur's innovative approaches during the COVID-19 pandemic while another explores risk management in trading and investment strategies.
Journeys to the Summit is your gateway to the private stories of entrepreneurs who have navigated their way to the top. Hosted by Ilya Zlotnik.
Each episode explores adventures of the people who built great businesses and are living fulfilling lives.
From their initial struggles to masters of their craft, our guests share candid experiences, challenges faced, and invaluable lessons learned along the way.
Whether you’re a successful entrepreneur or seeking inspiration, this podcast offers a compass to guide you along your journey.
What is Private Placement Life Insurance (PPLI) and why is it gaining traction among high-net-worth investors?In this episode of Journeys to the Summit, Ilya Zlotnik sits down with Jordan Katz, CEO and Founder of JR Katz, to break down one of the most powerful (and often misunderstood) tools in wealth management.Jordan explains how PPLI works as a tax-efficient investment “location”, not just an insurance product—unlocking access to alternative investments like private equity, hedge funds, and private credit inside a tax-advantaged structure.They cover:-What PPLI actually is (and who it’s for)-How it compares to traditional variable life insurance-The three major tax advantages driving adoption-Why tax-inefficient assets (like hedge funds & private credit) belong inside PPLI-Cost structure vs. long-term tax savings-How wealthy families use PPLI for multi-generational wealth transfer-Key risks, limitations, and why patient capital is criticalIf you're an investor, advisor, or business owner thinking about advanced tax strategies—this conversation is a must-watch.Key Insight: PPLI isn’t about insurance; it’s about minimizing taxes and maximizing long-term compounding.
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