Guests: Jonathan Gopman, Partner at Nelson Mullins and Mark Sims, President of Madison Insurance Group

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with returning guest, Jonathan Gopman – Partner at Nelson Mullins – and a new guest, Mark Sims – President of Madison Insurance Group.

The focus of the conversation is Madison Insurance Group’s pioneering risk management strategy, Private Insurance. Mark talks about how this strategy enables businesses and organizations to direct procure insurance coverage for selected risks, transfer high exposure to third parties, and designate an investor to participate in an innovative profit-sharing program. As a result, investors build tax efficient assets to help protect their business and assure their future.

Jonathan then goes into a sample profile of who could benefit the most from this product as well as the planning opportunities that are not easily seen on the estate planning side to use trusts and different types of financial products with Private Insurance.

Guest: James Adams, Chief Investment Officer at Lighthouse Wealth Management

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest, James “Jimmy” Adams – Chief Investment Officer at Lighthouse Wealth Management and author of “Waffle Street: The Confession and Rehabilitation of a Financier.”

After the market collapse in the Global Financial Crisis, Jimmy decided to go “back to basics” and wait tables at a Waffle House in 2009, immersing himself in economic history during his off hours. The resulting memoir, Waffle Street, was published the following year and later adapted into a feature film that received numerous awards, including Best Feature at the 2015 Hollywood Film Festival, and became a hit on Netflix.

Join us for a fascinating discussion that delves into the history and impetus for the market collapse of 2008, and Jimmy’s thoughts around his and other financial professionals’ roles working in the industry at the time. The conversation turns to why Jimmy wrote Waffle Street, lessons learned from the near total collapse of the U.S. financial market, and how these experiences have shaped his evolution as a financial professional and perception of the U.S. and global financial services industry.

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