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Bridging the Gap Between Institutional Theory and Real-World Execution.

Founder-led insights on Alternative Investments, Agentic AI, and the future of Wealth Preservation for the next generation of financial leaders.

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The "Practitioner-Scholar" Advantage

The Track Record

Highlighting $500M+ in asset impact and 30+ managed deals to provide students with "Data-First" learning.

The Framework

Introducing students to The Portfolio Architect—moving beyond standard IRR/NPV to institutional-grade stewardship.

The Future

Bridging Finance and Technology through the lens of Agentic AI and enterprise autonomy.

Curated Lecture Modules

Module
Core Learning Objective
Target Audience
The Architecture of Alternatives
Understanding the lifecycle of a Private Equity deal, from sourcing to multi-decade preservation.
MBA, Real Estate Finance
Agentic AI in Wealth Management
Exploring how autonomous technology is reshaping deal flow, governance, and fund operations.
FinTech, Business Analytics
The Tax Alpha Framework
A deep dive into Section 280A and STR strategies as tools for institutional wealth optimization.
Accounting, Tax Law

Case Study: From Theory to Dirt

Gateway Zebulon

Navigating Rapid Growth in North Carolina’s Second-Fastest Growing Municipality.

This project serves as a premier example of Institutional Stewardship and Financial Architecture, demonstrating how to execute large-scale alternative investments in high-growth sub-markets.

  • Strategic Economic Anchor: A $70 million mixed-use development, marking the largest non-residential project in Zebulon in over 30 years.

  • Path-of-Progress Positioning: Capitalizing on Eastern Wake County’s rapid expansion within the second-fastest growing municipality in North Carolina.

  • Municipal Synergy: Collaborative execution aligned with the Zebulon 2030 Strategic Plan, integrating mission-critical infrastructure, public safety facilities, and “Smart Growth” mandates.

  • Institutional-Grade Underwriting: Applying a disciplined “Portfolio Architect” framework to manage the complexities of a large-scale urban infill project.

  • Generational Wealth Preservation: Structured as a long-term asset to provide risk-optimized returns while fostering community-centric economic resiliency.

  • Operational Excellence: Leveraging sophisticated “self-driving” pipelines to coordinate between town leadership, construction timelines, and investor reporting.

  • Scale & Impact: Directly contributing to a region projected to grow by over 300% in population, transforming a strategic corridor into a vibrant commercial and residential hub.

“Financial education should not stop at the textbook; it must evolve with the speed of technology and the complexity of the modern market.” — Arun Jain

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Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
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(1 year subscription)		 $ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management		 20%

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The International Entrepreneurs (TiE), was founded in 1992 in Silicon Valley by a group of successful entrepreneurs, corporate executives, and senior professionals with roots in the Indus region.

TiE Carolinas is a not-for-profit organization with a mission to foster and support entrepreneurship in the Carolinas. We have three objectives: Facilitate networking among members, foster and nurture entrepreneurship and integrate our membership with the mainstream community.

CHARTER MEMBERS

TiE Carolinas Charter Members (CMs) are successful, high-profile entrepreneurs, corporate intrapreneurs and thought leaders, who have reached a stage in their professional life when they are ready, willing and able to contribute to fellow members. CMs are the pillars of the organization and provide critical impetus that allows each Chapter to succeed in its mission to fostering entrepreneurship in its community.

TiE Carolinas’ Charter Membership is offered on a “by-invitation-only” basis in accordance with a due process specified in our Chapter By-Laws that requires two-thirds majority approval of existing CMs. It is restricted to accomplished individuals who demonstrate the ability and willingness to help entrepreneurs in our community.

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