Nick Beim

speaker

303 appearances 1 recordings 1 series first heard Feb 2026 last heard 16 Feb

Nick Beim’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

Appearances

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How I Invest with David Weisburd · E305: Why 95% of AI Startups Will Never Build a Moat · 16 Feb 2026 podcast

So I don't think it applies across the board, but to clients that are looking for more assets that are willing to take on those responsibilities, a lot more is coming.

There are more tools coming.

I think it's interesting.

I don't think tools alone will be able to solve the problem for funds.

I think intermediaries like iCapital are going to be very important to help consumers invest in these areas and help funds get on these platforms.

I think tax-aware strategies are going to have a huge renaissance and go way beyond what we see today by harnessing AI.

So I think we're going to see a world where RAs get much more sophisticated on tax planning and just financial advisors everywhere get much more sophisticated on tax planning.

AI will provide very powerful new tools.

But I think also you're going to see different kinds of financial products that are built around the concept of personalization to maximize after-tax returns.

And the building blocks will not be traditional funds.

The building blocks will be individual securities that AI uses to perhaps create synthetic funds or other tools that help individuals get the best asset location, the best sort of after-tax optimization.

So I think we're early days in a really interesting AI revolution to come.

Yeah, no question.

It's coming.

And I think AI is going to enable the discovery and execution of new tax-aware strategies that go beyond the capabilities of current technology.

Yeah.

I'm very bullish on legal tech.

The primary reason is that of all business verticals, law is the one that's driven most by language and knowledge.

And those are exactly the areas that generative AI is best at.

So I think if you were to ask a lawyer how impressed they are with what AI can do, they're incredibly impressed and probably scared that it may affect their future employment prospects.

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