Brian Rosen: Bourbon - An Alternative Investment

02/04/2025 43 min Temporada 1 Episodio 67

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Episode Synopsis

Brian Rosen is a leading expert in private equity, specializing in the adult beverage industry. As General Partner of InvestBev, he has grown the firm into the largest private equity platform in the alcohol sector, managing over $200 million in assets and $100 million in private credit. Brian's visionary leadership and deep industry expertise have driven successful investments, including the growth and acquisition of prominent beverage brands and distilleries.A third-generation beverage industry veteran, Brian is renowned for merging financial acumen with innovative solutions, such as equity and credit financing, barrel inventory insurance, and M&A advisory. These efforts have made InvestBev a trusted partner across the industry. With a proven track record, Brian continues to shape the future of the alcohol beverage market while delivering exceptional value to investors and partners.In this episode, Philip and Brian Rosen discuss: Considering investment in Bourbon/Spirits The Power of Authentic NetworkingThe Importance of Late-Life LearningTiming and Readiness for GrowthLightbulb Moments:Investing in bourbon and spirits offers a non-correlated asset class, with alcohol consumption remaining steady irrespective of economic factors such as interest rates, unemployment, or political changes.Effective networking requires thorough preparation, genuine relationship-building, and a willingness to learn. Often, the best opportunities come from unexpected connections.Lifelong learning is essential for entrepreneurs. Embracing guidance, recognizing past mistakes, and staying open to mentorship can unlock new opportunities.Mentors and opportunities often present themselves when you're mentally and practically ready to benefit from them. Being prepared enhances your ability to seize these chances.“The more friends you have, the more you can learn from other people, the more you shut up and listen, the longer life you could have.” - Brian RosenConnect with Brian Rosen: LinkedIn: https://www.linkedin.com/in/briandavidrosen/ Connect with Philip: Website: https://www.fornarolaw.com/ Podcast Website: https://lbmpodcast.com/ "X": https://x.com/FornaroLaw Pinterest: https://www.pinterest.com/philipfornaro/ YouTube: https://www.youtube.com/@fornarolaw3002 LinkedIn: https://www.linkedin.com/in/fornarolaw Instagram: https://www.instagram.com/fornarolaw/ Facebook: https://www.facebook.com/FornaroLaw https://www.facebook.com/philip.fornaro.3/