In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the complexities of private credit, a rising trend in alternative investments. They explore how structural pitfalls, tax implications, and misleading liquidity can catch even seasoned investors off guard. By drawing on real-world analogies and candid industry perspective, Justin and Mena reveal what sets truly thoughtful portfolio construction apart. Tune in for actionable advice and a deeper understanding of how to navigate private investments wisely.

*Connect with Us*
+ Call or test us: 626-862-0355
+ Website: https://www.athletefamilyoffice.com/
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*Chapters*
(00:37) Introduction to Private Credit
(02:08) Origins and Growth of Private Credit
(05:39) Retail Investor Access and Structural Risks
(07:03) Liquidity Challenges and Market Distortions
(10:25) Importance of Due Diligence
(11:40) Tax Efficiency and Post-Tax Returns
(13:58) Rigorous Research and Structuring

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market movements in the wake of a global ceasefire and explore what it means for long-term investors. The discussion covers the efficiency of markets, the distinction between investing and gambling, and why discipline is more rewarding than chasing headlines. Whether you're managing generational wealth or simply curious about how to weather market volatility, this episode delivers clear, seasoned guidance to help you play the long game with confidence.

Chapters
(00:00) Market Reactions to Ceasefire
(01:08) Efficiency and Interpretation of Markets
(03:58) Short-Term Versus Long-Term Market Behavior
(05:25) The Importance of Discipline and Long-Term Focus
(07:17) Navigating Volatility and Uncertainty
(09:01) Oil Market Impacts and Inflation Outlook

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Justin and Mena tackle the swirl of macro headlines — AI disruption fears, Middle East tensions, SpaceX going public, and a mission to the moon — and bring it back to what actually matters for investors: having a durable plan, staying diversified, and using money as a tool to accomplish what's most important to you.

Chapters
(00:00) Introduction: A lot going on (understatement of the year)

(00:36) AI headlines: fear mongering vs. real opportunity

(02:04) Going to the moon and the pace of innovation

(02:17) How AWM thinks about questioning existing beliefs

(03:10) The AI doomsday narrative — why we don't buy it

(04:10) Private market proof: AI cutting customer service costs by 60%

(05:19) Creative destruction and the history of innovation

(06:10) Segue: How does all of this change how we invest?

(06:38) Answer: It doesn't — but it does underscore diversification

(07:19) Geopolitical reset and why volatility can be a buying opportunity

(08:05) Managing your news diet and focusing on what you can control

(09:29) S&P 500 profit margins expanding because of AI

(09:44) SpaceX confidentially IPO-ing at $1T+ — all value created in private markets

(10:11) OpenAI at $850B — the private market opportunity you can't afford to miss

(10:26) Closing: Diversification as the plan across regions, public, and private markets

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna tackle one of the most debated questions in investing: should you get more aggressive when markets decline? Drawing on the latest market surprises, past downturns, and the psychology behind opportunistic investing, they share practical guidance on aligning portfolio decisions with your personal goals. Discover why disciplined, rational optimism—not market timing—leads to long-term success, and learn how to navigate volatility without putting your priorities at risk.

Connect with Us

• Call or test us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
(00:00) Market Volatility and Current Events
(02:35) Unpredictability of Market Reactions
(03:58) Evaluating Aggressive Moves in Down Markets
(04:56) Aligning Portfolios to Personal Priorities
(07:17) Weighing Opportunity Versus Risk
(10:22) Lessons from Market History
(11:38) The Value of Rational Optimism

Join AWM’s Chief Investment Officer, Justin Dyer, and Portfolio Manager, Mena Hanna, as they tackle the challenges of investing during periods of global volatility. In this episode, they break down how to build portfolios that withstand turbulent markets, challenge the risks of cookie-cutter strategies, and share the disciplined approach behind the 100-year family philosophy. Listeners will gain practical insights on safeguarding wealth, the impact of diversification, and why precision matters when protecting your family’s financial future. This is a playbook for anyone seeking peace of mind and staying power through all seasons of the market.

Chapters
(00:02) Navigating Market Turbulence and Global Events
(03:56) Building Defensive Portfolios for Protection
(05:50) Avoiding Cookie Cutter Investment Approaches
(08:02) The Role of True Diversification
(10:04) Embracing Long-Term Discipline
(12:28) Participating in the Global Economy

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the current wave of global market volatility, exploring what’s driving disruption from oil shocks to geopolitical conflict. They explain how to filter out the daily headlines, categorize market shifts, and focus on the timeless principles behind long-term investing. With practical wisdom and clear analogies, Justin and Mena deliver a coach’s perspective on why patience, discipline, and understanding short-term noise are essential to building a flourishing legacy. Tune in for clarity and confidence in navigating uncertain times—and learn how to play the long game in family wealth.

Chapters
(00:00) Market Volatility and Current Events
(02:10) Oil Disruption and Global Impact
(04:45) Navigating Uncertainty and Investor Focus
(06:20) Short Term vs Long Term Market Movements
(10:15) Healthy Market Volatility and Discipline
(14:35) Staying Disciplined for Long Term Success

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the recent market reaction to turmoil in the Middle East and what it means for investors. They examine how headline news rarely tells the whole story, why different market sectors respond in unexpected ways, and the pitfalls of chasing the latest trend. With practical advice grounded in experience, Justin and Mena explain the importance of staying committed to a disciplined plan—even when emotions run high. Tune in for actionable insights on navigating volatility, building resilience, and making smart decisions amid uncertainty.

Chapters
(00:00) Market Reaction to Middle East Turmoil
(02:10) Sector Performance Divergence
(04:20) Navigating Volatility and Emotional Traps
(06:30) Intuitive Versus Actual Market Moves
(08:40) Geopolitics and Market Disconnect
(09:30) Importance of a Disciplined Strategy
(11:25) Remaining Calm and Connected

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest market volatility triggered by newly announced tariffs and a high-profile Supreme Court ruling. They discuss how these developments have injected uncertainty into the markets and share their expert perspective on why staying disciplined pays off for investors. The episode covers strategies for managing new cash during turbulent times, the benefits of diversification, and why a long-term game plan is essential for lasting financial success. Tune in for actionable advice and a grounded approach to navigating today's unpredictable investment landscape.

Chapters
(00:00) Uncertainty From Tariffs and Court Rulings
(01:40) Complications for Corporations and Trade
(02:30) Market Jitters and Investor Reaction
(04:00) Managing New Cash and Paychecks
(05:50) Staying Disciplined During Volatility
(06:50) Benefits of Diversification

Connect with Us
• Call or text us: 626-862-0355
• Website: https://www.athletefamilyoffice.com/
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/