Podcasts about AGM

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Latest podcast episodes about AGM

Business Pants
Blame game: Tesla's EU sales plunge, Pepsi climate rollback, Ball CFO leaves, Meta's renewable buy

Business Pants

Play Episode Listen Later May 27, 2025 57:31


DAMIONLet's start with a softball: Tesla's Europe sales plunge 49% on brand damage, rising competition. Who Do You Blame?ElonLiberals Who Hate ElonTrump 2.0The Tesla board (I'm looking at you Robyn and Kimbal)Apathetic Tesla investorsNobody. Share price is king. MMISS backs Dynavax directors in board fight with Deep Track CapitalDeep Track Capital, which is Dynavax's second largest shareholder with a nearly 15% stake, is pushing on with a proxy fight and wants new directors to prioritize development of the company's hepatitis B vaccine instead of pursuing new acquisitions."Vote for all four management nominees," ISS wrote in a note to clients that was seen by Reuters. "The dissident has failed to present a compelling case that change is necessary at this meeting."Despit that "There has been a stall in momentum" and that "the market has in no way rebuked the company's strategy" even though Dynavax's stock price has fallen 18% over the last 12 months.Who Do you Blame?ISS, for an inability to articulate big ideas with data.Dynavax's current board knowledge profile: while pretty balance overall with science-y stuff like Medicine and Dentistry (14%); Biology (15%) along with a reasonable amount og Economics and Acounting (12%), the board notably lacks Sales and Marketing (0%).Deep Track Capital nominee probably fits that bill: an experienced drug development and commercialization professional most as interim CEO/COO at Lykos Therapeutics, including overseeing the commercialization of Moderna's COVID-19 vaccine and marketing and sales at Sanofi PasteurISS, again, for ignoring the presence of 15-year director and Nominating Committee chair Daniel Kisner. Why is this guy allowed to maintain dominance over the selection of new directors?Especially consider the presence of fellow long-tenured director Francis Cano on the committee who is 80 and has served for 16 yearsCano had 29% votes against in 2018, but then only 4% in 2021 and 8% in 2024 The board's atrocious lack of annual elections. While the company celebrities the appointments of two new directors in early 2025, one of them, Emilio Emini, will not be up for shareholder review until the 2027 AGMCan I blame DeepTrack (14%), BlackRock (17%), Vanguard (7%), and State Street (6%) = 44%PepsiCo Is Pushing Back its Climate Goals. The Company Wants to Talk About ItPepsiCo said Thursday it pushed back by a decade its goal to achieve net-zero emissions from 2040 to 2050, as well as a handful of delays on plastic packaging goals, to name a few of the shiftsJim Andrew, chief sustainability officer, said PepsiCo's ability to make progress at the rate it would like to “is very very dependent on the systems around us changing.” He added the “world was a very different place” when it was working on these goals in 2020 amid a completely different political and regulatory landscape.Who Do You Blame?Pepsi's very large board of 15 directorsmost governance experts and research converge around an ideal range of 7 to 11 directors. Which really means 9?Beyond 11, boards often suffer from slower decision-making and diluted accountability.Pepsi's completely protected class of directorsAccording to MSCI data: no current director has received more than 9% votes against since the 2015 AGM. Average support is over 97%Despite hitting .400 overall (peers hit .581): .396 carbon (vs. 473) and .180 on controversies (vs. 774)The fact that the company is named Pepsico and not Pepsi which is kinda irritatingPepsi's Gender Influence Gap of -11%In fact, of the top 7 most influential directors, 6 are men with 68% aggregate influenceThe woman is Dina Dublon (11%), the former CFO at JPMorgan Chase, who has been on the board for two decades. I guess her experience as a director on the Westchester Land Trust is not enough to sway the gentlemen.The Land Trust is chaired by Wyndham Hotels director Bruce Churchill, whose experience at DirectTV must really be crucial in the protection of the natural resources of Westchester CountyWhat Makes a Great Board Director? It's Hard to Define, but It Has Rarely Been More Crucial. Who Do you Blame?The WSJ for still failing to define it appropriately despite being the effing WSJ!Proxy advisory firms, for not having the data that could better inform shareholdersThe SEC/listing exchanges for not requiring data that could better inform shareholdersEvery person in the world who does not use Free Float Analytics data2025 U.S. Proxy Season: Midseason Review Finds Sharp Drop in Shareholder Resolutions on BallotTrump 2.0Darren Woods and ExxonThe anti-ESG shareholder proponents for depressing us with their political theaterApathetic investorsMATTBall CFO to depart after less than 2 years in roleHoward Yu: The departure is not related to any disagreement with the Company on any matter relating to its accounting practices, financial statements, internal controls, or operations.Because everyone leaves in less than 2 years when they're happy? Who do we blame!:Ball's Audit Committee - only 29% of company influence, but maybe they're too busy to pay attention to the CFO at all? We know audit committee roles are hugely time consuming, so Cathy Ross (ex CFO FedEx) on two audit public audit committees, John Bryant (ex CEO of Kellogg) on FOUR audit committees, Michael Cave (ex Boeing exec from 787 Max days) on just Ball audit, and Todd Penegor (current CEO of Papa Johns) on THREE boards AND an acting CEOBall's Nominating Committee - 48% of company influence, maybe they suck at their jobs? Stuart Taylor, who's been on the board since 1999, Dune Ives, Aaron Erter, and… Cathy Ross and John Bryant, also on the audit committeeHoward Yu, who departed unrelated to “any disagreement with the Company” on anything he actually did thereCEOCathy Ross and John Bryant93% of U.S. Executives Desire Board Member ReplacementsOld people: There are 14,440 non executive directors in the US on boards with an average age of 63 years old and 2,569 executive directors with an average age of 58.298 companies in the US have at least ONE director over the age of 80. Directors over the age of 80 have on average 9% influence on the board and on average 19 years of tenure - old and no one actually listens to them.Two US directors - Tommy Thomson (82 years young) and John Harrington (87 years young) are on THREE boards eachMeyer Luskin is 100 years old on the OSI Systems board - he is UCLA class of 1949 and has 6% influence after 35 years on the boardMilton Cooper is 95 years old on TWO boards - Getty Realty and Kimco Realty, where he has 53 and 34 years of tenureImagine being a 58 year old CEO and chair of your board and showing up to have to listen to John Harrington and Meyer LuskinOutlandishly outsized influencersOf 24,000 US directors, 591 have more than 50% influence on their boards. Those boards average 7 other people - is there a point to those 7? Connected directors hating on unconnected directorsThere are 575 directors on boards who are connected to 50% or more of the board… A fun example - at Target, 92% of the directors are connected through other boards or trade associations - that's 11 out of 12 directors. Do you think the board just hates Dave Abney for having no obvious connections to them?Shrill womenThere are 7,450 female directorships on US public boards596 have advanced degrees from elite schools80 of them are non executives at widely held corporations with no ties to the company or family with zero known connections to the existing board membersDon't the other directors just wish they weren't there being smart asses?Meta Buys 650 MW of Renewable Energy to Power U.S. Data CentersAES, the woke Virginia based energy company with 5 women and 6 men on the board where 63% of the board has advanced degrees and four of the board members aren't even AmericanArkansas, the woke state that allowed solar energy to get built thereMeta AI, because AI can't even discriminate against renewable energy because it's so wokeMark Zuckerberg, the dual class dropout dictatorMark Zuckerberg, the government ass kisser, MAGA convert, and attendee at the oil state Qatari meetup with Trump who set up this purchase, like, BEFORE the world hated woke, so it's not his fault because he's REALLY super into oil and stuff

The Facebook Marketing Ninja
How to Master Audience Targeting (The 3 Types You Need to Know) | Episode 8

The Facebook Marketing Ninja

Play Episode Listen Later May 26, 2025 9:14


Most businesses are talking, but no one's listening. Why? They're speaking to the wrong audience.In this episode of Manuel Suarez Marketing, I break down the three types of audiences that dictate whether your marketing works, or falls flat.Here's the truth: even the most beautiful, creative, high-budget marketing campaign won't sell a thing if you're targeting the wrong people. Meanwhile, a simple, even "ugly" ad can convert like crazy if it's in front of the right audience.Here's what you'll learn:1. Social Media Data Audiences – How platforms like Facebook & Instagram already know who might be interested in your business.2. Your Data – The hidden goldmine of your customer list, website visitors, and engaged users.3. Lookalike Audiences – How to tell platforms, “Find me more people just like my best customers. ”Master this, and you'll never waste another dollar on the wrong audience again.Let me know your questions in the comments and I'll personally respond.-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

The Canadian Investor
Is Canada's Best Compounder Losing Its Edge?

The Canadian Investor

Play Episode Listen Later May 26, 2025 67:26


We break down key insights from Constellation Software’s recent AGM, where CEO Mark Leonard was candid about the challenges of deploying capital at scale, potential “style drift,” and the limits of future returns. Despite the company’s exceptional track record, Leonard warns that the days of 25%+ annual returns may be behind them—though opportunities could still remain if they navigate carefully into new verticals. We also dive into the surging popularity of covered call ETFs in Canada. But what are the real risks and benefits of these ETFs? We explain how these funds work, their pros and cons, and why some investors may be setting themselves up for disappointment by chasing double-digit yields. Tickers of stocks discussed: ZEB.TO, ZWB.TO, CSU.TO Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Stuff That Interests Me
The Coming Corporate Bitcoin Stampede and How to Play It.

Stuff That Interests Me

Play Episode Listen Later May 22, 2025 6:48


This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comPlease do not share, copy, reproduce or distribute any part of this report without my express permission. Thank you.Many thanks to all the new subscribers who have joined this week, both paid and unpaid. I put this video of my recent North Sea Oil piece up on YouTube, X et al and it generated something of a flurry.So welcome. I hope you both enjoy and benefit from The Flying Frisby.Before we get started I just wanted to note that Comstock Lode seems to be catching a nice tail wind, which is good. Enjoy the ride. The AGM is later today for the keener of you out there.But we are looking at bitcoin today, and exploring an alternative way to invest in it.I'm going through one of those phases where I feel like I don't own enough bitcoin.So I've bought more.And I've bought it in my SIPP - UK-speak for my retirement account.I'll explain how in a second.Let's just have a quick look at the bitcoin price, and note that we are once again breaking out to new highs.I know it feels like you are late to the bitcoin story, and yes we all wish we bought it at $10, when we first heard about it. But we didn't. We are where we are, and this story is a long way from being over.The next chapter in the odyssey is corporate adoption, and that story is just getting started.I explained the bitcoin corporate treasury model a fortnight ago here, and I've made the article freely available to all, so please take a look, but the TLDR is this.Following a template set by billionaire genius Michael Saylor, more and more companies are converting their treasuries to bitcoin as a means to store value and escape currency debasement. Not only that, they are issuing paper—stock, debt, convertible notes—and using the capital raised to buy more bitcoin. In effect, they are creating fiat money from nothing—it is a debt-based system, after all—and using it to buy a finite digital resource (one that, of course, cannot be created through debt).Many are scratching their heads and saying, “How can this be? It's not possible! It's a bubble.”What Saylor is actually doing, among other things, is exposing the flaws of debt-based fiat currency. There are now some 70 companies employing this strategy. This will eventually be a stampede, which I urge you to front-run. Corporations have much deeper pockets than private investors, meaning this latest cycle in bitcoin's mass adoption could become a mega mania.Shareholders welcome dilution if it means more bitcoin. The problem of corporate dilution has been flipped on its head. Once, if a company issued 20% more stock, you would expect the stock to fall by a concomitant amount to reflect the dilution. But if you're using paper to buy bitcoin, the reverse applies. You can't dilute enough. The purpose of a bitcoin treasury company is to acquire as much bitcoin as possible on behalf of all shareholders, by whatever means.Here is a case in point.Japanese hotel company Metaplanet (3350:TYO) had a small chain of low-budget hotels across Southeast Asia. Covid decimated the business, and it never fully recovered.A year ago, seeking a new direction, CEO Simon Gerovich began copying the Saylor model and started using his cash flow to buy bitcoin, then he began issuing debt. Since spring 2024, when the company began its strategy, the stock has risen thousands of percent from below ¥20 to north of ¥1,000. Last year, it was one of the best-performing companies in the world, if not the best. How about this for a chart?In the time that bitcoin has risen 60%, Metaplanet has risen more than 7,000%. (Saylor's Strategy (NASDAQ:MSTR) has also outperformed bitcoin. Bitcoin treasury companies give you gearing).With its crap currency and suppressed bond yields, bitcoin is an obvious place for Japanese investors to put their capital, except the government has got in the way.As with the UK, dumb regulations make it very hard for Japanese investors to buy bitcoin directly. (This came as a result of Mt. Gox, the first bitcoin exchange, which went bust after being hacked in 2013-14). To give you an idea how ponderous things are, to register with a bitcoin exchange in Japan , regulators demand you get a letter by snail mail to verify your address. Nuts.What's more, when the Japanese sell, they must pay capital gains tax at 55%.But Metaplanet is a Tokyo-listed company, so investors are buying that instead in their retirement accounts and via their brokers. Far less hassle. Just as, back in 2023, I urged UK readers to buy Strategy as a way to play bitcoin (we are up around 1,000%), Metaplanet has become Japan's bitcoin vehicle—indeed, much of Asia's.For several days in a row, the company has gone limit-up, and trading has been halted. The mother of all short squeezes seems to be taking place. It's the most shorted stock in all of Japan - and the short sellers are struggling to cover.This bubble has, quite literally, been caused by state regulation. We wouldn't be in this situation if it was easy to buy bitcoin. It's enough to make you a libertarian. It's amazing that both Japan and the UK were at the vanguard in bitcoin's early days. Satoshi Nakamoto had a Japanese name and used British English. Now we are both retarded (in both the old sense of the word and the new).How to profit from the maniaIn the UK, Avis-listed The Smarter Web Company (ISIN: GB00BPJHZ015) is now following suit, as several readers have pointed out to me (thank you). It's gone from 5p to 45p in a month. Currently, The Smarter Web Company has a market cap of £72 million, while it holds only £3 million in bitcoin (rounded numbers). Insane, you might think. Probably.Bitcoin Treasury Companies are outperforming bitcoin. They are the new sh*tcoins. So which bitcoin treasury company have I gone for?Here is how I am playing all this.

Clare FM - Podcasts
West Clare Childcare Provider Considering Hiring Additional Staff

Clare FM - Podcasts

Play Episode Listen Later May 20, 2025 5:56


A West Clare childcare provider says it may have to hire extra staff if a planned expansion of its services gets the green light. KCD Playschool, which is located in St Michael's Community Centre in Kilmihil is in the process of seeking planning permission to allow is to offer a before school breakfast club in addition to its daytime services. Kilmihil Community Development, which runs the playschool, is holding its AGM at 8pm tonight in the community centre where it's understood the future of the service will be a topic of discussion. Chairperson of Kilmihil Community Development, Martin Keane, says adding new staff members to its roster is one avenue they're considering.

The Facebook Marketing Ninja
You're Doing Marketing Blindfolded (Without Digital Footprints) | Episode 7

The Facebook Marketing Ninja

Play Episode Listen Later May 19, 2025 8:22


Imagine doing marketing blindfolded. You're probably doing it right now! In this episode of Manuel Suarez Marketing, I reveal a hidden marketing power that's sitting right in front of you, yet many entrepreneurs still overlook it completely. I'm talking about digital footprints, the secret behind how some brands dominate while others struggle. You'll discover why traditional audiences have limits and how digital audiences offer endless possibilities. Ready to unlock your business's full potential and finally remove the blindfold? Any questions? Leave me a comment and I'll personally respond to you.-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

We Study Billionaires - The Investor’s Podcast Network
RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later May 18, 2025 112:33


In this special celebratory episode, William Green spotlights some of the most important lessons from the greatest investor of all time: Warren Buffett. In honor of Buffett's historic decision to retire after 60 years as Berkshire Hathaway's CEO, William offers his thoughts on Buffett's legacy & Berkshire's future; he also shares powerful highlights from his conversations about Buffett with Joel Greenblatt, Nick Sleep, Thomas Russo, Chris Davis, Chuck Akre & Christopher Bloomstran. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:20 - What makes Berkshire Hathaway's annual meeting a joyous experience. 06:13 - How Warren Buffett's virtues & values shone through at this year's AGM. 14:51 - How he & Charlie Munger made most of their money off 8 or 9 big bets. 22:41 - What Buffett taught Joel Greenblatt about buying great businesses. 27:24 - What stunned Greenblatt when he finally met Buffett. 33:45 - Why Chuck Akre attributes his enormous success to Buffett's teachings. 38:18 - What Thomas Russo learned from Buffett about reducing “agency risk.” 46:17 - How Buffett inspired Nick Sleep to do what he already knew was right. 52:34 - Why Christopher Bloomstran thinks all CEOs should study Berkshire. 1:19:54 - Why Buffett focuses relentlessly on resilience in the face of extreme risks. 1:22:48 - What principles guide Greg Abel's philosophy of asset allocation. 1:26:00 - Why Berkshire directors like Chris Davis vow to protect its unique culture. 1:33:39 - How he achieved staggering success without making enemies. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more ⁠here⁠. Join the exclusive ⁠TIP Mastermind Community⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Berkshire Hathaway's annual reports since 1995. Robert Hagstrom's book The Warren Buffett Way. Dale Carnegie's book How to Win Friends & Influence People. William Green's podcast episode with Joel Greenblatt. William Green's podcast episode with Thomas Russo. William Green's podcast episode with Christopher Bloomstran. William Green's podcast episode with Chris Davis. William Green's book, “Richer, Wiser, Happier” – ⁠read the reviews of this book⁠. Follow William Green on ⁠X⁠. Check out all the books mentioned and discussed in our podcast episodes ⁠here⁠. Enjoy ad-free episodes when you subscribe to our ⁠Premium Feed⁠. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠The Intrinsic Value Newsletter⁠. Check out our ⁠We Study Billionaires Starter Packs⁠. Follow our official social media accounts: ⁠X (Twitter)⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠Facebook⁠ | ⁠TikTok⁠. Browse through all our episodes (complete with transcripts) ⁠here⁠. Try our tool for picking stock winners and managing our portfolios: ⁠TIP Finance Tool⁠. Enjoy exclusive perks from our ⁠favorite Apps and Services⁠. Learn how to better start, manage, and grow your business with the ⁠best business podcasts⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: ⁠SimpleMining⁠ ⁠⁠Hardblock⁠ ⁠AnchorWatch⁠ ⁠Fundrise⁠ ⁠DeleteMe⁠ ⁠CFI Education⁠ ⁠Vanta⁠ ⁠The Bitcoin Way⁠ ⁠Onramp⁠ ⁠Indeed⁠ ⁠Shopify⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠rating and review⁠ on ⁠Spotify⁠! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Marcus Today Market Updates
End of Day Report – Friday 16 May: ASX up 46 points to 3-month high | Resources rally

Marcus Today Market Updates

Play Episode Listen Later May 16, 2025 12:05


The ASX 200 wilted slightly from 8400, to close up only 46 points at 8344, touching a 3-month high. Today, it was all about resources as BHP, RIO, and FMG rallied. The gold sector, too, was back in demand, with GMD up 4.4% and NEM rising 3.6% after a bruising week. LYC bounced too much 2.7% with LTR continuing to find friends and shorts covering. Up another 3.2%. In oil and gas, WDS unchanged and STO rose 0.5%, with uranium stocks giving back some recent gains, PDN down 8.0%, and BOE off 7.2%. Banks took a breather with NAB pushing higher again, CBA off slightly, and MQG fell 1.5% with IAG down 2.8%. The Big Bank Basket $267.18 (+0.1%) Financials were stronger, PNI up 2.8% and IFL rising 1.2%.  ZIP is up another 2.4%. REITs also benefitted from lower yields and pushed higher, GMG up 2.9% and SCG rising 2.5%.  Healthcare was better as CSL rose 1.4% with industrials a slight green tinge. TCL is up 0.9%, and QAN is doing well, Retail is, too, ahead of RBA next week. Tech slipped, XRO was down 1.1%, and WTC was off 2.2%. The All-Tech Index is down 0.1%. In corporate news, APX jumped 18.7% on an update at the AGM, NWH shrugged off Valhalla news, and DXS went down 1.1% after APAC moved on breach of contracts.  Nothing locally on the economic front, Japanese GDP fell slightly, and China and HK went down 0.6%. 10-year yields down to 4.45%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The BrewedAt Podcast
#48 - Blind Bear Beverages (Claire Trindle)

The BrewedAt Podcast

Play Episode Listen Later May 14, 2025 90:19


Host Richie Tevlin talks with Claire Trindle, owner of Blind Bear Beverages and the first certified Pommelier in Philadelphia. With deep roots in the hospitality industry, Claire spent years behind the bar and served as Taproom Manager at Hale & True Cider Co., where she honed her skills in service, cider, and community building. Through Blind Bear, Claire leads tastings, teaching classes, and giving educational talks to share the craft and complexity of cider.   Blind Bear Beverages: https://blindbearbeverages.com/ @BlindBearBeverages _______________________________________ THANK YOU TO OUR SPONSOR: Zilka & Co Brewing Supplies: https://zilkaandcompany.com/elementor-1120/   Brad Adelson - Technical Expert brad@zilkaandcompany.com 818-400-7323 _______________________________________ EPISODE NOTES: Mentioned Breweries & Cideries  Hale & True Cider Co - Philadelphia, PA Graft Cider - Newburgh, NY Hudson North Cider - Newburgh, NY Flying Dog Brewery - Baltimore, MD Human Robot - Epi 10 & 15 - Philadelphia, PA Yards Brewing - Epi 36 - Philadelphia, PA Bold Rock Cider - Nellysford, VA Sam Adams Brewery - Boston, PA 2SP Brewing - Ashton, PA Mentioned People Marnie Old - Epi 45 - Sommelier & Wine Author  Beth Demmon - Cider Author Kerry McKenzie - Owner of Hale & True Sam Calagione - Founder of Dogfish Head Tom Peters - Epi 42 - Owner of Monk's Cafe Erin Wallace - Epi 35 - VP of Pink Boots Society & AGM of Other Half Brewing Jim Koch - Co-Founder of The Boston Beer Company  Clement Pappas - Founder of Stateside Caleb Luke Lin - Graphic Designer of Graft Cider Risa McKenzie - Owner of Hale & True Max Finance - Former Manager of Victory Brewing Mentioned Businesses The Beer Lover's Guide To Cider - Book The Foodery - Philly Market & Bottle Shop Bottle Bar East - Philly Bottle Shop Bella Vista Beer Distributors - Philly Beer Store Backpack Brands - Owner of Graft Ciders BAR - Philly Bar Good King Tavern - Philly Bar Kampar - Philly Restaurant CLOSED Nomad Pizza - Philly Restaurant  The Blind Pig - Philly Bar Blind Barber - Philly Bar & Barber Shop The Bottle Shop - Philly Bottle Shop Monk's Cafe - Nationally Recognized Philly Beer Bar Pink Boots Society - Women in Craft Beverage Keystone Homebrew _______________________________________ What We Drank? The Standard Dry Cider | 6.9% Hale & True ---------------------------------- Farm Flor Rustic Table Cider | 6.9% Graft Cider ---------------------------------- Bee Sting Hopped Cider | 6.5% Hale & True ---------------------------------- The Season Dry Cider | 6.9% Hale & True ---------------------------------- Field Day Dry Cider | 6.9% Graft Cider ---------------------------------- Ceremony | Shared Universe Dry Cider | 6.9% Graft Cider ---------------------------------- Newark Cider Barrel Aged Cider | 10.1% Ironbound Hard Cider ---------------------------------- _______________________________________ STAY CONNECTED: Instagram: ⁠⁠@brewedat⁠⁠ / ⁠⁠@thebrewedatpodcast⁠⁠ Tik Tok: ⁠⁠@brewedat ⁠⁠/ ⁠⁠@thebrewedatpodcast⁠⁠ YouTube: ⁠⁠@brewedat⁠⁠ / ⁠⁠@thebrewedatpodcast⁠ LinkedIn: ⁠BrewedAt Website: ⁠⁠www.brewedat.com

The Facebook Marketing Ninja
Marketing Terms You NEED to Know to Build a Profitable Brand | Episode 6

The Facebook Marketing Ninja

Play Episode Listen Later May 12, 2025 13:34


If you don't understand the language of marketing, you're making the game harder on yourself.In this episode, I cover some of the most important marketing terms that have been used for decades in traditional and digital marketing. These are the words that come up over and over again, and if you don't know them, you're at a disadvantage.Here's what you'll learn:1. The 4 P's of Marketing—why every brand needs them to make money.2. Targeting & Segmentation—how to avoid wasting money on the wrong audience.3. Positioning & Brand Equity—how to make people see your brand as valuable.4. Conversion Rate, ROI & SEO—the numbers that tell you if your marketing is actually working.5. Inbound vs. Outbound Marketing—why I only focus on inbound.Marketing isn't just about creativity—it's about strategy. If you don't know these terms, you'll struggle to grow your business.-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Petersfield Community Radio
Twenty five years ago, The Kings Arms opened their doors

Petersfield Community Radio

Play Episode Listen Later May 9, 2025 15:49


John Callaghan, worked with a group of people to respond to anti social behaviour in the town. They wanted to set something up for young people in a positive way. That is The Kings Arms. This year to celebrate, they are asking for anyone that has walked through their doors over the last 25 years to come forward that tell their stories. It will all come together at their AGM and celebrations on the 14th November 2025. Here’s Caroline Aeschliman, Chief ExecutiveSee omnystudio.com/listener for privacy information.

Pod Save the UK
How Labour should (but probably won't) reset after Reform's big win

Pod Save the UK

Play Episode Listen Later May 8, 2025 54:03


There's no ifs or buts - Reform had a won big in last week's local elections - but it's not all bad news. Near-total Tory wipeout, positive signs for the Liberal Democrats and Greens and a lesson for Labour: acquiescing to Nigel Farage will only empower him.  A slightly jetlagged Nish and a fresh as a daisy Zoë digest the results before diving into demands to end Israel's occupation of Gaza… Led by, of all people, rebel tories? In the wake of the Netanyahu's latest actions, why isn't the British Government speaking up more?  Later, the pair are joined by climate activist Patience Nabukalu, for an injection of hope following her direct action calling for an end to fossil fuel investment from one of the UK's biggest banks.  **Comment was sought from HSBC regarding claims of dismissing voices at their AGM but was not received in time for publication. We will update this podcast if we receive a reply** CHECK OUT THESE DEALS FROM OUR SPONSORS  SHOPIFY https://www.shopify.co.uk/podsavetheuk  SKY SPORTS F1 https://www.sky.com/tv/sports  Useful Links  https://www.instagram.com/patiencenabukalu Guests Patience Nabukalu Audio Credits Number 10 Downing Street Zack Polanski Pod Save the UK is a Reduced Listening production for Crooked Media. Contact us via email: PSUK@reducedlistening.co.uk BlueSky: https://bsky.app/profile/podsavetheuk.crooked.com Insta: https://instagram.com/podsavetheuk Twitter: https://twitter.com/podsavetheuk TikTok: https://www.tiktok.com/@podsavetheuk Facebook: https://facebook.com/podsavetheuk Youtube: https://www.youtube.com/@PodSavetheUK Learn more about your ad choices. Visit megaphone.fm/adchoices

RNZ: Checkpoint
NZ Rugby records financial loss for third year in a row

RNZ: Checkpoint

Play Episode Listen Later May 8, 2025 3:45


For a third consecutive year, NZ Rugby has recorded a financial loss. At its AGM on Thursday it was announced the game's governing body saw a nearly $20 million deficit for 2024. Sports reporter Jonty Dine spoke to Lisa Owen.

Heather du Plessis-Allan Drive
Mark Robinson: NZ Rugby chief executive on NZ Rugby posting its third consecutive deficit

Heather du Plessis-Allan Drive

Play Episode Listen Later May 8, 2025 4:44 Transcription Available


New Zealand Rugby has posted a loss of $19.5 million for 2024, despite also bringing in record income. The result was announced during today's AGM in Wellington - and is New Zealand Rugby's third consecutive deficit following a $8.9 million loss in 2023 and a $47 million loss in 2022. The national body recorded income of $285 million, in what it describes as being a 'near break-even result', highlighted by growth in commercial revenue. NZ Rugby chief executive Mark Robinson says there's been significant investment in all levels of the game. "The investment has gone into record levels of investment into the women and girls' game, to the work we're doing in content and digital strategy and game development - we've never had higher levels of investment in the community game." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Al Ahly Pharos
Pre-Trading Thoughts

Al Ahly Pharos

Play Episode Listen Later May 8, 2025 4:30


Prime Minister Mostafa Madbouly stated that the fifth review of the IMF loan program will start within few days, according to local press.              Egypt is committed to paying USD725 million to the IMF during the current month of May, and USD962 million in June, after paying USD1.56 billion during 4M2025.The Madbouly government expects to raise USD4-5 bn from selling stakes in 11 state-owned companies during the fiscal year 2025-2026, as a part of its privatization program.The government is putting together new incentive criteria and additional benefits for automakers participating in the Automotive Industry Development Program in a bid to boost local component rates to 65% from 45%. The revised incentive framework introduces a new methodology for calculating local component requirements and value-added metrics. The framework will be presented to Prime Minister Moustafa Madbouly before being submitted to President Abdel Fattah El Sisi for final approval.The cabinet approved the official rollout of the Universal Health Ins. System in Aswan starting 1 July 2025. As part of the plan, non-emergency medical services will be suspended for uninsured individuals beginning 1 January 2026.Egyptian Prime Minister Mostafa Madbouly said that Egypt is negotiating with Saudi Arabia on joint projects with the Egyptian private sector across different sectors.Egypt and Greece signed a strategic partnership yesterday during President Abdel Fattah El Sisi's visit to the country, according to an Ittihadiya statement. The two sides also inked agreements to boost cooperation in a number of fields.The Madbouly government increased Exxon Mobil's production share from the Masry and Cairo offshore concessions to 40%, up from 15%. The government also extended the concessions' cost recovery period to seven years from five to encourage the company to increase its investments in Egypt's energy sector.Thirty Egyptian companies are considering establishing new factories in Morocco in the coming period, to boost joint investments between the two countries.The Federal Reserve held interest rates steady on Wednesday but said the risks of higher inflation and unemployment had risen, further clouding the economic outlook as the U.S. central bank grapples with the impact of Trump administration tariff policies.TMGH achieved impressive YTD sales of over EGP160.0 billion, up 127.0% y/y, driven by the launch of the second phase of SouthMed which generated sales of EGP70.0 billion in one day.AMOC released 3Q24/25 unaudited financial indicators. Net profit surged to EGP463 million (+18% YoY, +158% QoQ) in 3Q24/25. Over 9M24/25, net profit inclined 5% YoY to EGP1.1 billion. AMOC is currently trading at a FY24/25e PE of 10.7x.EGBE released key financial indicators with 1Q25 standalone bottom line recorded EGP781 million (+26% q/q, +45% y/y, and +14% higher than Al Ahly Pharos Estimates of EGP686 million). EGBE is currently trading at P/E25 of 2.6x and P/B25 of 0.6x. AGM approved the distribution of cash dividends of 0.59/share, which implies a payout ratio of 12% and DY of 3.7%.

Stocks To Watch
Episode 601: Lottery.com's ($LTRY) Comeback Strategy: Restructuring, Nasdaq Relisting, & Global Expansion

Stocks To Watch

Play Episode Listen Later May 7, 2025 19:57


Lottery.com (NASDAQ: LTRY) is making a comeback. After being delisted from Nasdaq in 2023, the company overhauled its leadership, restructured financially, and regained its listing. Now backed by a $250 million capital commitment, Lottery.com is entering a new phase of growth. In this interview, President & CEO Matthew McGahan discusses their turnaround journey, key milestones from the company's AGM at Mar-a-Lago, and plans to build a global lottery marketplace. He also outlines the expansion strategy for Sports.com, including immersive sports media technology and upcoming acquisitions.Learn more about Lottery.com: https://ir.lottery.comWatch the full YouTube interview here: https://youtu.be/7LlFRY54I4wAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

#neuvottelija
Warren Buffett Verot | Miettinen | #neuvottelija 329

#neuvottelija

Play Episode Listen Later May 7, 2025 33:39


Warren Buffett Verot | Miettinen | #neuvottelija 329. Sami vieraili mm. Tähtämisessä osakkeet - Heikki Keskivälin ja Osinkoinsinööri Jesse Viljasen kanssa Berkshire Hathawayn vuoden 2025 yhtiökokouksessa Omahassa, jossa Warren Buffett dramaattisesti ilmoitti luopuvansa toimitusjohtajuudesta. Lyhyet fiilistelyt matkalta. Samin palaute ja tarkennukset Puoliväliriihen eksoottisemmista veropäätöksistä.00:00 Berkshire Hathawayn AGM ja Warren Buffettin luona Omahassa01:17 Kameraongelmia ja uusi Osmo Pocket 302:11 BKS osakkeista ja matkaoppaana Heikki Keskiväli03:10 Warren Buffettin talo "parhaimpia sijoituksia"04:04 Berkshire Hathaway tekstiiliyhtiö04:49 Virheistä opittua viisautta05:06 Paikallisia Omahan firmoja ja johtajia05:34 Harry Bottle oli Buffettin "Mr. Wolf"06:00 Charlie Mungerin rooli ja perintö06:23 Teorioita seuraajavalinnoista06:41 Osakkeiden arvostustasot ja ostot06:56 Vastuujako ja kolmikko esiin07:25 Greg Abel ja entiset ehdokkaat07:53 Governance ja Churchill-vertaus08:43 Kysymyksiä AGM:ssä ja Jesse Viljanen09:03 Jessen reaktio Greg Abel -paljastukseen ja AGM 2025 -tunnelmia10:05 Osakepoimintoja ja matkakuulumisia11:12 Neuvottelija Merchiä ja kuulijakilpailu?13:00 Hallituksen väliriihi ja Paasipodi-vierailu Martin Paasin luona eduskunnassa13:48 Castren & Snellman veroseminaarin linjassa pääomaomistajien kanssa14:44 Perintöveron uudistus jäi tekemättä. Yhteisövero ja investointikannusteet15:25 10% käteisrajan nosto tulossa osakevaihtoihin16:13 ELTIF ja rahastorakenteet17:24 Kommandiittiyhtiö vs. osakeyhtiö vs. SICAV18:21 Pääomasijoittajien LP-sijoittajat ja verosopimukset18:48 Säätiöt LP-sijoittajina jatkossa19:13 Eläkeuudistukset ja YEL-kritiikki20:09 Puhdas investointihyvitys uudistumassa20:46 Perintöverouudistus kaatui taas21:44 Lahjavero ja alaikäisten asema sukupolvenvaihdoksissa22:14 Perheyhtiöiden osakeyhtiömallin suhteen yhä hyvin heikko mahdollisuus?22:42 Miksi suomalaisomistus on tärkeää?23:07 Heikki Keskivälin ja Jesse Viljasen jaksoja luvassa23:33 Varallisuuserot – amerikkalainen on €370,000 suomalaista rikkaampi24:00 Heikki Keskivälin tunnot Omahan lentokentällä ennen paluulentoa Suomeen32:09 Tilaa Neuvottelija-kanava. Sinä merkitset Neuvottelija–InderesTV-battlessa!Katso Sisäpirijaksot ja tue Samiahttps://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija Sami Miettinen

Mojo: The Meaning of Life & Business
From Motorsports to Mindset: Jessica Soodeen's Journey into Emotional and Social Intelligence

Mojo: The Meaning of Life & Business

Play Episode Listen Later May 6, 2025 22:46


Welcome to another thought-provoking episode of MOJO: The Meaning of Life and Business. In today's conversation, host Jennifer Glass introduces us to Jessica Soodeen—a powerhouse who has journeyed from the fast-paced circuits of motorsports racing to empowering others through emotional and social intelligence coaching.Jessica's story is a testament to embracing life's pivots. What began as a rigged win at a motorcycle lesson fundraiser and a background in mechanical engineering soon propelled her into the intense, male-dominated world of racing. With grit and curiosity, Jessica not only competed in motorsports but earned advanced degrees and raced at over 200 kilometers per hour, building engines in her living room and coaching others along the way.But Jessica's path didn't end at the finish line. Drawing from her experiences on and off the track, she shifted gears to help organizations and individuals understand and improve their emotional and social intelligence. In her dynamic keynote addresses, Jessica uses motorsports as a metaphor to highlight the importance of preparation, psychological safety, repetition under pressure, and—perhaps most importantly—self-regulation and self-forgiveness.In this episode, Jessica and Jennifer dive deep into what it truly means to pivot both personally and professionally, why having multiple strategies ready makes change more manageable, and how emotional intelligence can be the secret sauce to navigating challenges in and out of the boardroom. Jessica shares actionable tips for recognizing, naming, and managing emotions, all while weaving in vibrant analogies pulled straight from the racetrack.Whether you're looking for motivation to make a bold pivot, curious about building emotional intelligence within your team, or searching for a new definition of success, this episode radiates practical wisdom and inspiration. Don't miss Jessica's insights on moving forward after mistakes, building positive routines, and finding fulfillment by making a difference in others' lives.About my guest: Jessica Soodeen is no stranger to challenges and faces them head-on! Throughout her personal life and career, she has pushed boundaries and broken barriers. Whether on stage speaking to hundreds, at a racetrack, or an office setting, Jessica has a unique ability to make everyone she encounters feel seen and heard. Her energy, filled with curiosity and wonder, is contagious. Her first career as a mechanical design engineer took her around the world, and her adventurous spirit led her to a new challenge: earning a Master's degree in Motorsport Race Engineering. This pivot, born from her passion for road racing motorcycles, a hobby she picked up later in life, opened new avenues for her. Jessica has worked as a track-side engineer and driver coach, fully immersing herself in the world of motorsports. She even built her own motors in her living room, pulled wrenches for other teams, and immediately began coaching others on mindset. Now, Jessica uses all these experiences to deliver dynamic keynote speeches that teach emotional and social intelligence lessons uniquely using motorsports analogies. She also facilitates Relational Skills workshops that bring teams together, focusing on problem solving, conflict resolution through civil communication skills, and decision making processes. You can find Jessica Soodeen on LinkedIn for your next AGM, Professional Association Conference, STEM day, or Retreat!Connect with Jessica on LinkedIn Keywords: motorsports, emotional intelligence, social intelligence, business coaching, pivoting in business, mindset coaching, keynote speeches, mechanical engineering, motorsport race engineering, systems in business, corporate culture, communication skills, visualization techniques, psychological safety, leadership development, emotional vocabulary, recognizing emotions, trigger response, boardroom strategies, behavioral change, compassion in coaching, success definition

Petersfield Community Radio
Friends of Petersfield Heath have had a big year, hear more at the AGM

Petersfield Community Radio

Play Episode Listen Later May 6, 2025 7:11


Formed more than 30 years ago, the Friends of Petersfield Heath hold their AGM on Tuesday 20 May at 7pm in the Rose Room at the Festival Hall. You can join on the night and hear Margaret Paren OBE, now the Chair of the Council for the Protection of Rural England, speaking about the battle to form the South Downs National Park. Richard Philips, the Secretary of the Friends, spoke to Mike Waddington about the biodiversity the group are sustaining, from Kingfishers to Barn Owls, and hedgerows and pathways - he also tells you how to get a licence for your kayak. More about the Friends of Petersfield Heath at Home - Friends of Petersfield Heath See omnystudio.com/listener for privacy information.

The Facebook Marketing Ninja
From Bankruptcy to 9 Figures: How I Built a Business With No Investors | Episode 5

The Facebook Marketing Ninja

Play Episode Listen Later May 5, 2025 6:18


The real game of business is a rollercoaster. In 2007, my wife and I started a business with just $290 in sales. A few years later? I was bankrupt. But I didn't quit. Instead, I discovered the one thing that changed everything—marketing. No investors, no funding, just strategy. Fast forward to today, we built a 9-figure brand from the ground up. In this episode of Manuel Suarez Marketing, I break down the real journey—the struggles, the breakthroughs, and the lessons that got us here. If you're trying to grow a business, this could change how you look at success. Let me know your takeaways or questions in the comments. I will personally respond to you. Let's go!-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Mint Business News
HDFC's ₹15 Trillion Milestone | Buffett to retire, successor named | Shell Eyes BP

Mint Business News

Play Episode Listen Later May 5, 2025 7:29


Buffett to Step Down Greg Abel Steps UpIn a surprise announcement at Berkshire Hathaway's AGM, Warren Buffett, 94, revealed he will retire as CEO by end-2025. His successor: Greg Abel, 62, Berkshire's vice-chair overseeing its vast non-insurance businesses like BNSF Railways and Dairy Queen. Abel, a low-profile Canadian known for strategic thinking and integrity, has been the designated successor since 2021. The board is expected to formalize his appointment. Buffett's children won't lead the company—son Howard will become non-executive chairman, while their $140B stake goes to philanthropy. Abel now prepares to helm the $1 trillion giant, with a clear mandate: preserve the Berkshire culture while navigating a new era. HDFC Bank's ₹15 Trillion Comeback After years of stagnation, HDFC Bank's market cap has crossed ₹15 trillion, joining Reliance and TCS in the elite club. Its shares surged 35% over the past year, prompting brokerages to raise price targets to ₹2,340. This marks a major reversal from earlier struggles—tech outages, RBI sanctions, and a tough merger with HDFC had battered its performance. CEO Sashidhar Jagdishan stabilized the ship through aggressive credit card pushes, tech upgrades, and branch expansion. Now focusing on SME lending and retail growth, HDFC is poised to ride India's next wave of economic expansion, even as analysts say one solid quarter could fully reset investor sentiment. AI Is Now Hiring Artificial Intelligence is no longer just a productivity tool—it's becoming the recruiter. Companies like Grapevine, Hyring, AssessHub, and Babblebots are automating early stages of hiring, conducting video interviews, evaluating candidates via facial recognition and behavioral cues. Razorpay, for instance, is testing AI for both screening and onboarding. The results? Up to 80% cost savings and 50% reduction in HR hours. Yet, not everyone is sold—CIEL HR found video-based AI interviews off-putting for candidates. Experts warn the current boom may be “curiosity revenue,” with no clear moats in place. Still, with hiring volume set to rise, AI's role in HR seems here to stay. Shell Considers Bold BP Takeover Shell is quietly exploring a possible acquisition of BP Plc, aiming to capitalize on BP's 30% stock slump amid weak oil prices and investor unrest. The potential merger would be one of the oil industry's largest ever, reuniting two British energy giants. But Shell is moving cautiously. CEO Wael Sawan says the “bar is high,” favoring stock buybacks unless a deal clearly boosts value. Activist investor Elliott has taken a 5% stake in BP, urging the company to consider transformative steps. A takeover would give Shell new access to US markets and deepen its oil portfolio—but only if the price, and timing, are right.

Nassau Morning Madhouse
100 Men vs. 1 Gorilla

Nassau Morning Madhouse

Play Episode Listen Later May 1, 2025 23:16


The current viral debate making it's rounds on social media right now is 100 Men vs. One Gorilla, who would win? The Wednesday crew debates the primal warfare but more so thinks about who they would want in their 100 men army. Wednesday Morning Madhouse - April 30, 2025

Alt Goes Mainstream
EQT's Peter Aliprantis - bringing EQT's success to the US wealth market

Alt Goes Mainstream

Play Episode Listen Later Apr 30, 2025 48:21


Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel."We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He's hit the ground running to build out a wealth team in the Americas and help continue to grow the EQT brand in the US.Peter brings a wealth of knowledge to the private wealth solutions world, garnering over 25 years of experience in the space. Prior to joining EQT, Peter spent 12 years at TPG Angelo Gordon as a Managing Director, where he focused on new business development and intermediary distribution.Peter and I had a fascinating conversation about everything from the early days of the wealth channel to the evolution of product innovation in private markets. We discussed:What working in the wealth channel was like before it was called “the wealth channel.”How to build a new brand in a different geography.How not being the loudest voice in the room can be effective when working with the wealth channel.How education helps to serve distribution efforts and how an innovative and unique approach to education with EQT's ThinQ platform has helped build brand, trust, and credibility.Why institutions are also beneficiaries of the innovation with evergreen structures that were initially designed for the wealth channel.How product innovation will continue in the wealth channel.How model portfolios will evolve.Thanks Peter for coming on the show to share your wisdom and expertise.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Welcome to the Podcast02:05 Introducing Peter Aliprantis02:20 Peter's Career Background03:31 Early Days in Private Wealth04:25 Changes in Wealth Distribution05:55 Post-Financial Crisis Shifts06:37 Growth of the Wealth Channel07:14 Building a Wealth Business at Angelo Gordon07:59 Convincing Firms to Invest in Wealth08:59 Importance of Investment Teams10:18 Key Skills for Wealth Channel Success12:46 Joining EQT and Brand Building13:07 Building EQT's Wealth Platform14:56 Brand Building in the Wealth Channel15:32 Expanding EQT's Presence16:10 Strategies for Engaging the Wealth Channel16:45 Segmenting the Wealth Channel19:57 Challenges in RIA Relationships20:28 Importance of Relationship Building21:25 Bespoke Products for Wealth Channel22:10 Institutional vs. Wealth Channel Products22:56 Evergreen Structures for Institutions23:20 Future Trends in Wealth Management23:27 Becoming a Solutions Provider in the RIA Channel23:47 Creating Model Portfolios25:31 The Future of Wealth Management27:04 Challenges for Smaller Firms27:38 Importance of Shelf Space28:35 Sales Strategies in Private Banks29:42 The Role of Scale in Wealth Channels30:27 Balancing Growth and Performance31:07 Global Investment Strategies and Performance33:13 Building a Brand in the U.S. Wealth Channel34:29 Differentiating in the Wealth Channel36:43 Advisory vs. Sales Approach38:18 Evergreen Funds vs. Drawdown Structures39:53 Investor Psychology and Evergreen Structures41:41 Changing Dynamics of Private Markets43:01 Family-Owned Business Culture44:30 Nordic Cultural Values45:15 Long-Term Mindset in Private Equity45:53 Building the Wealth Business46:14 Bespoke Products for Wealth Channels46:42 Seeding Evergreen Structures47:08 The Race to Win the Wealth Channel47:29 Manager Diversification47:08 The Race to Win the Wealth Channel47:59 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

The Worst Idea Of All Time
GT31: Let's Taste Mosh

The Worst Idea Of All Time

Play Episode Listen Later Apr 29, 2025 33:54


Guy and Tim are back together after a month's long abstinence and a lot has happened. Like two glorious ships circling each other in the dead of night, Guy and Patrick Schwarzenegger have circled each other inside the great nation of Australia. Meanwhile, there's exciting And Just Like That announcements and whiskey-fuelled AGM weigh-ins to… weigh in on. But mainly, this is an episode lovingly dedicated to our sponsor - Mosh. The Mother-and-Son protein bar funding Alzheimer's research available in an array of delicious flavours WHICH HAVE BEEN SMUGGLED INTO AOTEAROA NEW ZEALAND for your boiz. Hosted on Acast. See acast.com/privacy for more information.

The Facebook Marketing Ninja
Spy on Competitor Ads (And Win the Marketing Game) | Episode 4

The Facebook Marketing Ninja

Play Episode Listen Later Apr 28, 2025 9:03


Want to know exactly what's working in social media advertising right now? In this episode, I'll show you how to tap into a powerful (but often overlooked) tool that lets you see the ads your competitors are running—across Facebook, Instagram, and more. The best part? You don't need any fancy software. This is how smart marketers research winning strategies, get inspired, and improve their own ads without guessing. If you're spending money on ads, you NEED to know this. Watch now and start using these insights to dominate your market!-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Nassau Morning Madhouse
Linda's Issues With Management

Nassau Morning Madhouse

Play Episode Listen Later Apr 25, 2025 24:34


Linda had some issues with management at her job. Bird watching was involved, people screaming, sqauking. Almost felt like being back in high school. She tells all and its hilarious.Friday Morning Madhouse - April 25, 2025

MONEY FM 89.3 - Your Money With Michelle Martin
Market View: REIT Realities, Boardroom Dramas & Meme Coin Madness

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Apr 24, 2025 28:44


Four REITs, one key takeaway — which sector’s holding up in a jittery market? Hosted by Michelle Martin with Ryan Huang, this episode breaks down fresh data from Digital Core REIT, Mapletree Logistics Trust, Frasers Hospitality Trust, and Keppel REIT. We also unpack City Developments Limited’s family feud fallout and its AGM fireworks. In the U.S., Trump’s meme coin $TRUMP surges while SAP and SK Hynix post blockbuster earnings. Plus, we play UP or DOWN with Netflix and Nintendo amongst others See omnystudio.com/listener for privacy information.

Business Pants
ICYMI: Baby boys want all the energy and books, Google/Meta lawsuits, and shareholders cower before Exxon

Business Pants

Play Episode Listen Later Apr 23, 2025 72:36


Tech Bro NonsenseFormer Google CEO Tells Congress That 99 Percent of All Electricity Will Be Used to Power Superintelligent AIbillionaire tech tycoon and former Google CEO Eric Schmidt comments to the House Committee on Energy and Commerce: "What we need from you is we need the energy in all forms, renewable, non-renewable, whatever. It needs to be there, and it needs to be there quickly.""Many people project demand for our industry will go from 3 percent to 99 percent of total generation... an additional 29 gigawatts by 2027 and 67 more gigawatts by 2030. If [China] comes to superintelligence first, it changes the dynamic of power globally, in ways that we have no way of understanding or predicting.”Meta Says It's Okay to Feed Copyrighted Books Into Its AI Model Because They Have No "Economic Value"In the ongoing suit Richard Kadrey et al v. Meta Platforms, led by a group of authors including Pulitzer Prize winner Andrew Sean Greer and National Book Award winner Ta-Nehisi Coates, the Mark Zuckerberg-led company has argued that its alleged scraping of over seven million books from the pirated library LibGen constituted "fair use" of the material, and was therefore not illegal.Meta's attorneys are also arguing that the countless books that the company used to train its multibillion-dollar language models and springboard itself into the headspinningly buzzy AI race are actually worthless. Meta cited an expert witness who downplayed the books' individual importance, averring that a single book adjusted its LLM's performance "by less than 0.06 percent on industry standard benchmarks, a meaningless change no different from noise." Thus there's no market in paying authors to use their copyrighted works, Meta says, because "for there to be a market, there must be something of value to exchange," as quoted by Vanity Fair — "but none of [the authors'] works has economic value, individually, as training data." Other communications showed that Meta employees stripped the copyright pages from the downloaded books.Tellingly, the unofficial policy seems to be to not speak about it at all: "In no case would we disclose publicly that we had trained on LibGen, however there is practical risk external parties could deduce our use of this dataset," an internal Meta slide deck read. The deck noted that "if there is media coverage suggesting we have used a dataset we know to be pirated, such as LibGen, this may undermine our negotiating position with regulators on these issues."Lauren Sánchez in Space Was Marie Antoinette in a Penis-Shaped RocketKaty Perry Boasts About Ridiculous Rocket Launch While NASA Is Scrubbing History of Women in Space“It's about a collective energy and making space for future women. It's about this wonderful world that we see right out there and appreciating it. This is all for the benefit of Earth.”Last month, the Orlando Sentinel first reported, NASA scrubbed language from a webpage about the agency's Artemis missions declaring that a goal of the mission was to put the first woman and first person of color on the Moon; just a few days later, NASA Watch reported that comic books imagining the first woman on the Moon had been deleted from NASA's website.A webpage for "Women at NASA" is still standing, but pictures of women and people of color — astronauts, engineers, scientists — have reportedly been removed from NASA's real-world hallways amid the so-called "DEI" purge. Per Scientific American, the word "inclusion" has been removed as one of NASA's core pillars. And as 404 Media reported in February, NASA personnel were directed to remove mentions of women in leadership positions from its website.OpenAI NonsenseOpenAI Is Secretly Building a Social NetworkOpenAI has been secretly building its own social media platform, which The Verge reports is intended to resemble X-formerly-Twitter — the social media middleweight owned by CEO Sam Altman's arch-nemesis, Elon MuskOpenAI updated its safety framework—but no longer sees mass manipulation and disinformation as a critical riskOpenAI said it will stop assessing its AI models prior to releasing them for the risk that they could persuade or manipulate people, possibly helping to swing elections or create highly effective propaganda campaigns.The company said it would now address those risks through its terms of service, restricting the use of its AI models in political campaigns and lobbying, and monitoring how people are using the models once they are released for signs of violations.OpenAI also said it would consider releasing AI models that it judged to be “high risk” as long as it has taken appropriate steps to reduce those dangers—and would even consider releasing a model that presented what it called “critical risk” if a rival AI lab had already released a similar model. Previously, OpenAI had said it would not release any AI model that presented more than a “medium risk.”Saying 'please' and 'thank you' to ChatGPT costs OpenAI millions, Sam Altman saysBeing nice to your AI chatbot requires computational power that raises electricity and water costsAltman responded to a user on X (formerly Twitter) who asked how much the company has lost in electricity costs from people being polite to their models: “Tens of millions of dollars well spent — you never know,” the CEO wrote.AI models rely heavily on energy stored in global data centers — which already accounts for about 2% of the global electricity consumption. Polite responses also add to OpenAI's water bill. AI uses water to cool the servers that generate the data. A study from the University of California, Riverside, said that using GPT-4 to generate 100 words consumes up to three bottles of water — and even a three-word response such as “You are welcome” uses about 1.5 ounces of water.Antitrust NonsenseTrump DOJ's plan to restructure Google hurts consumers, national security, says exec: 'Wildly overbroad'Kent Walker, Google's president of global affairs: "We're very concerned about DOJ's proposal. We think it would hurt American consumers, our economy, our tech leadership, even national security. The proposed reform from DOJ "would result in unprecedented government overreach that would harm American consumers, developers, and small businesses — and jeopardize America's global economic and technological leadership at precisely the moment it's needed most."8 revelations from Mark Zuckerberg's 3 days on the witness stand in Meta's antitrust trialThe FTC alleges Meta "helped cement" its illegal monopoly in the social media market with its acquisition of Instagram and the messaging app WhatsApp more than a decade ago.8 revelations:Antitrust worries surfaced years agoTwo years before the FTC initially sued Meta over allegations that it violated US competition laws, Zuckerberg considered breaking Instagram out into its own company to avoid potential antitrust scrutiny, according to a 2018 internal email revealed by the government at trial."I wonder if we should consider the extreme step of spinning Instagram out as a separate company," Zuckerberg wrote in the email to company executives. "As calls to break up the big tech companies grow, there is a non-trivial chance that we will be forced to spin out Instagram and perhaps WhatsApp in the next 5-10 years anyway." If a break up were to happen, Zuckerberg wrote, history showed that companies could end up better off.Asked about this view at trial, Zuckerberg said, "I'm not sure exactly what I had in mind then."A 'crazy idea' to boost Facebook's relevanceZuckerberg's "crazy idea" for Facebook in 2022 involved purging all users' friends. The CEO — fearful that Facebook was losing cultural relevance — made the proposal in a 2022 email to the social network's top brass."Option 1. Double down on Friending," Zuckerberg wrote in the message. "One potentially crazy idea is to consider wiping everyone's graphs and having them start again."Sheryl Sandberg wanted to play Settlers of CatanZuckerberg once offered to give Sheryl Sandberg, the former COO of Meta, a tutorial in the board game Settlers of Catan.The lesson offer came up in 2012 messages in which the two discussed the fresh $1 billion purchase of Instagram, partially redacted missives presented by the FTC during Zuckerberg's testimony showed."We would love it. I want to learn Settlers of Catan too so we can play," Sandberg told Zuckerberg in the message. He responded: "I can definitely teach you Settlers of Catan. It's very easy to learn."Meta's rivalry with TikTok has only just begunDuring his testimony, Zuckerberg hammered home Meta's argument that the tech giant faces massive competition from other apps, especially TikTok."TikTok is still bigger than either Facebook or Instagram," Zuckerberg testified. "I don't like it when our competitors do better than us. You can sort of bet that I'm not going to rest until we are doing quite a bit better than we are doing now.”Facebook Camera app struggles were a source of worryInstagram's early rise shook Zuckerberg. As his company struggled to mount its response with the Facebook Camera app, the CEO began to lose his patience."What is going on with our photos team?" Zuckerberg wrote in a 2011 message to top executives, as revealed by the FTC in court. Zuckerberg then described a number of individuals, whose names were redacted, as being "checked out." He added another person didn't want "to work with this team because he thinks this team sucks."In May 2012, Facebook launched a photo-sharing app called Facebook Camera, which aims to make it simpler for the social network's users to upload and browse photos on smartphones. Only weeks after Facebook spent $1 billion on a similar photo-sharing app called Instagram. Zuckerberg tried to buy Snapchat for $6 billionZuckerberg's failed bid to buy Snapchat was highlighted by the government to bolster its argument that Meta sought to maintain its dominance in the social media market through acquisitions rather than competition.Facebook isn't really for friends anymoreWhile under questioning by the FTC, Zuckerberg said that Facebook had greatly evolved since he launched the platform more than 20 years ago and that its main purpose wasn't really to connect with friends anymore.The FTC argues that Meta monopolizes the market for "personal social networking services.""The friend part has gone down quite a bit," Zuckerberg testified. He said the Facebook feed has "turned into more of a broad discovery and entertainment space."Not impressed by WhatsApp cofounderZuckerberg wasn't too impressed with one of WhatsApp's cofounders after a 2012 meeting he had with company leadership."I found him fairly impressive although disappointingly (or maybe positive for us) unambitious," Zuckerberg wrote in an email to colleagues after the meeting, it was revealed at trial.Jan Koum and Brian Acton cofounded WhatsApp in 2009. Zuckerberg said in his testimony that he thinks he was referring to Koum. Asked about his email, Zuckerberg seemed uneasy. He said that Koum was clearly smart but that he and Acton were staunchly opposed to growing their messaging app enough to be a real threat to Facebook. Zuckerberg would go on to buy WhatsApp in 2014 for $19 billion.Mark Zuckerberg's Meta Platforms adds former Trump advisor to the board days before an antitrust showdown with the FTCMeta Platforms is further boosting its lineup of heavy hitters with the additions of Stripe CEO Patrick Collison and Dina Powell McCormick to the mix. Powell McCormick was the former Deputy National Security Advisor to President Donald Trump during his first term. Married to Republican Senator Dave McCormick, former CEO of Bridgewater Associates, one of the world's largest hedge fundsStakeholder/shareholder activism NonsenseBP suffers investor rebellion at first AGM since climate strategy U-turnBP suffered an investor rebellion on Thursday after facing shareholders for the first time since abandoning its climate strategy at a meeting marred by protest.About a quarter of shareholders (24.3%) voted against the chair, Helge Lund, which marked the first time in at least a decade that more than 10% of BP's shareholders voted against the re-election of the chair.The outgoing chair told shareholders that the company had “pursued too much while looking to build new low-carbon businesses” but that “lessons have been learned”.BP's CEO Murray Auchincloss (2.7% against), repeated his previous claim that BP's optimism in the global green energy transition was “misplaced”, and that the board's “one simple goal” was to “grow the long-term value of your investment”.Mark Van Baal, the founder of the green activist investor group Follow This, said shareholders had “made it clear that weakening climate commitments is unacceptable”. He added: “This historical result serves as a wake-up call to BP's board and emphasises investor expectation for robust governance mechanisms and genuine leadership on ESG issues.”Starbucks CEO faces major backlash after details of his work routine are revealed: 'Ill-conceived decision'A press release from the National Center for Public Policy Research reported on the hypocrisy of Starbucks CEO Brian Niccol's transportation practices when considering the company's public commitment to eco-friendly practices.Niccol travels regularly from his home in Newport Beach, California, to Starbucks' headquarters in Seattle, Washington, via private jet. Each 2,000-mile round-trip commute releases nearly nine tons of carbon dioxide.The National Center for Public Policy Research's Free Enterprise Project's director Stefan Padfield pointed out the discrepancy of policy and practice during his presentation of Proposal 8 requesting an annual report on emissions congruency. He noted that each round trip made by Niccol "is roughly the annual energy-consumption footprint of the typical American household."This analogy paints a vivid picture of the hypocrisy between Starbucks' public environmental commitments and the practices of the CEO. Gaps are apparent. Target CEO Cornell meets with Sharpton to discuss DEI rollback as civil rights leader considers boycottCEO Brian Cornell met with the Rev. Al Sharpton in New York on Thursday as the retailer faces calls for a boycott and a slowdown in foot traffic that began after it walked back key diversity, equity and inclusion programs, the civil rights leader told CNBC Wednesday.The meeting, which Target asked for, comes after some civil rights groups urged consumers not to shop at Target in response to the retailer's decision to cut back on DEI. While Sharpton has not yet called for a boycott of Target, he has supported efforts from others to stop shopping at the retailer's stores.“You can't have an election come and all of a sudden, change your old positions,” Sharpton told CNBC in a Wednesday interview ahead of the meeting. “If an election determines your commitment to fairness then fine, you have a right to withdraw from us, but then we have a right to withdraw from you.”IBM Informs Staff of DEI Retreat as Trump-Era Scrutiny GrowsEmployees were told of the changes earlier this week, in a memo that cited “inherent tensions in practicing inclusion.” Legal considerations and shifting attitudes to DEI were among the factors for the company. IBM CEO Arvind Krishna discussed the changes in his monthly video update to employees Thursday.Anti-DEI activist Robby Starbuck said he first contacted the company in February to question its policies. IBM confirmed it discussed its changes with Starbuck.The company (-10% gender influence gap) also disbanded a diversity council that represents the views of employee groups as part of its reevaluation.Exxon Faces No Shareholder Proposals for First Time in 25 YearsThe absence of requests in Exxon's proxy statement comes a year after the company sued two climate-focused investors to remove what it described as their “extreme agenda.” It also tracks with the US Securities and Exchange Commission's decision to back guidelines that make it easier for corporations to block votes on shareholder resolutions at their annual meetings.Exxon said in a statement late Monday that it received only one proposal this year and the SEC agreed it should be discarded because “it tried to micromanage the company.”Occidental Petroleum Corp., Valero Energy Corp. and Dow Inc. are other companies with no shareholder proposals up for vote at this year's annual meetings.Exxon said this year marks “the first time in recent history that our proxy includes zero proposals from activists.” It was just four years ago that a small fund scored a victory over Exxon, placing three directors on the company's board.Climate activist shareholder group Follow This pauses big oil campaignClimate activist shareholder group Follow This said on Thursday a lack of investor appetite has forced it to suspend its nearly decade-long campaign seeking stronger commitments from major oil and gas producers to emission cutsHarley-Davidson slams activist investor, saying its campaign is messing up its CEO searchIn early April, H Partners' Jared Dourdeville, who had been a Harley director since 2022, abruptly resigned from the board, saying among other things that Harley had “cultural depletion” because of its work-from-home policies and the exit of several senior leaders. And that was not his only point of contention with the rest of the board.Investment firm H Partners, a major investor with 9.1% of Harley's shares, in an open letter filed on Wednesday, urged fellow shareholders to remove three longtime directors from Harley's eight-member board at its annual meeting in mid-May by withholding votes for them. H Partners said the board had not held Harley CEO Jochen Zeitz accountable for what it called his repeated “strategic execution failures” and “severe underperformance.”CEO/Chair Zeitz (2007, 30%)Lead DIrector Norman Thomas Linebarger (2008, 13%)Sara Levinson (1996, 20%)"We believe Mr. Zeitz, Mr. Linebarger, and Ms. Levinson should be held accountable for the destruction of shareholder value,"Harley's bylaws stipulate that directors who win less than 50% of votes in an election must tender their resignations.Harley announced last week that Zeitz, CEO since 2020 and board member for 18 years, would resign but stay in his role until a successor is found. H Partners wants him out now.That followed a letter issued a day earlier by Harley-Davidson, which accused H Partners of “publicly campaigning” against it and saying that those efforts are also “adversely impacting the CEO search process and ongoing execution of the Hardwire strategic plan,” referring to a turnaround plan it launched in 2021.Harley said that it began a CEO search late last year after Zeitz expressed interest in retiring and has interviewed three potential CEOs, including one supported by Dourdeville, but declined to offer any the job. The company has also said that Dourdeville had cast only one vote against the majority during his time as a director and that as recently as November 2024 he had expressed support for Zeitz.Harley-Davidson faces board fight from H Partners amid calls for CEO to exit soon

Alt Goes Mainstream
KKR's Alisa Wood - innovating in private markets

Alt Goes Mainstream

Play Episode Listen Later Apr 23, 2025 61:55


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel.We sat down at KKR's Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity Conglomerate LLC (K-PEC).Alisa has been at KKR for over 20 years. She joined the firm in 2003 and is a Partner. She co-leads the firm's innovative private equity open-ended, perpetual vehicles serving as the Co-CEO of KKR Private Equity Conglomerate LLC and as a member of the investment committee for the KKR Private Markets Equity Fund.She was previously the Global Head of the Private Markets and Real Assets Strategies Group and looked after private equity, infrastructure, energy real assets, real estate, impact, growth equity, and customized products.She sits on a number of the firm's management and leadership committees, including the Risk & Operating Committee, the Democratized Private Equity Committee, the ESG Committee, and the Geopolitical Governance Committee.Alisa and I had a fascinating and thought-provoking conversation about private markets and working with the wealth channel. We discussed:Why and how KKR came up with the Conglomerate structure.Why the devil is in the detail when evaluating evergreen fund structures.Why dealflow is essential if a firm wants to have an evergreen strategy.Why education is so critical when working with the wealth channel.How investors can balance evergreens and closed-end funds.The skillsets required to manage evergreen structures.Why culture is so critical when building a high-performing and consistent investment business.The role that private markets can play in a portfolio and why that matters in today's markets.Thanks Alisa for coming on the podcast to share your wisdom and expertise on private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:55 Welcome to the Alt Goes Mainstream Podcast02:07 Introducing Alisa Wood02:14 Alisa Wood's Background and Role at KKR03:48 KKR's Office and Culture06:05 Evolution of Private Equity06:51 Early Days at KKR08:26 Strategic Moves in Private Equity12:41 Managing Evergreen Structures13:58 Operational Complexity in Evergreen Funds16:59 Deal Flow and Investment Strategies21:37 Institutional vs. Individual Investors23:44 Sales Cycle and Investor Relations26:35 Employee Equity and Financial Literacy29:41 Evolution of Private Equity Value Creation30:17 Human Capital and Leadership30:57 Building Community at Scale31:59 The Importance of Returns and Connection32:21 Building Community Through Hard Topics32:46 Best in Class Advisors and Community Building33:14 Shifting Business Strategies at KKR33:47 The Role of Chief Economist and Macro Issues34:24 Learning from Mistakes and Evolving35:52 Integrating Resources for Better Investment Decisions38:08 Strategic vs. Tactical Approaches38:28 The 40-30-30 Framework38:52 Challenges in Public and Private Markets39:25 The Importance of Controlling Investments39:51 Changing Market Correlations and Returns40:47 The Complexity of Private Market Choices41:45 The Role of Large Managers in Evergreens44:42 Family-Owned Businesses and Evergreen Structures47:58 Success in the Wealth Channel49:40 Balancing Illiquidity and Investment Opportunities50:05 The Psychology of Evergreen Investments52:51 Growing the Evergreen Business54:53 The Next Big Innovation: 401k Integration55:42 The Importance of Education and Community56:10 Defining Private Equity and Industry Standards57:23 The Role of Trade Associations and Education59:17 The Future of Private Market Investments01:01:23 Real People, Real Money: The Impact of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

Nassau Morning Madhouse
Cake At The Cemetery

Nassau Morning Madhouse

Play Episode Listen Later Apr 23, 2025 14:04


What a way to start the morning. Addison saw a cake at the cemetery in front of a tombstone which then lead the conversation to urns and ashes. Talking about death doesnt always have to be sad, depressing and grim.Wednesday Morning Madhouse - April 23, 2025

Nassau Morning Madhouse
WrestleMania 41 Reactions

Nassau Morning Madhouse

Play Episode Listen Later Apr 23, 2025 23:02


The entire Wednesday Morning crew are WWE fans. This past weekend was WrestleMania 41 live from Las Vegas. WrestleMania is the Super Bowl of professioinal wrestling and one of the biggest entertainment extravaganza there is. A lot went down at WrestleMania as well as the morning show crew. Matt and Addison went to a pre show/pre game event before night 1, Addison's watch party, nicks webcam reactions.......It was a very loaded weekend.Wednesday Morning Madhouse - April 23, 2025

The Facebook Marketing Ninja
How Social Media Advertising Works (INTERRUPTIVE VS SEARCH BASED) | Episode 3

The Facebook Marketing Ninja

Play Episode Listen Later Apr 21, 2025 6:28


In this episode, I'm breaking down how social media advertising works. Unlike traditional marketing, social media platforms have cracked the formula for capturing attention and turning it into profit.I'll explain the two main types of advertising—interruptive and search-based—and how to use them effectively to reach your audience. You'll also learn why platforms like Facebook offer a cost-effective way to generate leads compared to Google, and how building a strong digital footprint can amplify your results over time.If you've ever wondered how to maximize your advertising dollars or why social media is so powerful, this episode is for you.Got questions about social media marketing? Let me know in the comments!-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Alt Goes Mainstream
Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York)

Alt Goes Mainstream

Play Episode Listen Later Apr 17, 2025 28:35


Welcome back to the Alt Goes Mainstream podcast.Today's conversation features a live podcast that takes place at BTG Pactual's NYC office for an audience in private markets.We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor.Cantilever is an independent firm focused on providing capital solutions to middle market asset managers. The firm's capital can be used to accelerate growth, support acquisitions or liftouts, fund GP commitments, seed new strategies, facilitate generational ownership transfer, and provide liquidity to founders. Cantilever focuses on asset management firms that have enterprise values between $50M and $500M. The team has executed on over $500M of GP stakes, financing, and seeding transactions as both investors and principals. The team's advisory experience working with stakes funds includes over 15 GP stakes transactions, multiple GP stakes portfolio financings, numerous GP and BDC IPOs, and dozens of asset management financing and control transactions.Cantilever is working with two strategic partners as they build their firm: BTG Pactual, the ~$30B market cap Brazilian bank and wealth and asset manager has invested into Cantilever's fund, and Broadhaven Ventures, the principal investment arm of Broadhaven Capital Partners.Todd has over 30 years of experience as an advisor covering financial institutions and as a senior financial services executive. Prior to founding Cantilever, Todd has been a Partner at Broadhaven Capital Partners, an independent financial services focused investment bank that's completed over $100B in announced M&A transaction volume, as well as the former CEO of Fifth Street Finance. Todd began his career at Goldman, Sachs & Co, spending 24 years including as a Managing Director and Partner in the Investment Banking Division.Todd and I had a fascinating conversation about the GP stakes space and why the middle market represents a compelling part of the asset management ecosystem as the industry undergoes change and consolidation. We discussed:The early days of alternative asset managers going public.The evolution of the GP stakes market.The role that GP stakes investing can play in the growth of alternative asset managers.How and why GP stakes has shades of private equity, private credit, and secondaries in a single strategy. A tale of two cities — the upper end of the market and the middle-market.What will liquidity look like in the GP stakes space?Thanks Todd for sharing your wisdom and views on GP stakes and asset management.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Show Notes00:38 Welcome to the Alt Goes Mainstream Podcast00:40 Live Podcast at BTG Pactual's New York City Office00:49 Introducing Todd Owens and Cantilever Group02:26 Welcome to Alt Goes Mainstream Live03:04 Todd's Background and Perspective03:29 The Early Days of Minority Equity04:28 Alternative Asset Managers Going Public04:53 The Success of Public Offerings05:32 Evolution of the GP Stakes Market05:58 The Financial Crisis and Market Evolution06:14 Understanding the Asset Management Business06:47 Public vs. Private Market Perceptions08:07 Middle Market Opportunities08:37 The Role of GP Stakes in Firm Growth09:05 Different Approaches to Building a Business09:15 Lessons from advising Oaktree and Ares09:27 Strategic Planning in Asset Management10:14 Sophistication in the Middle Market10:45 The Future of GP Stakes and Asset Management11:48 Differences Between Upper and Middle Markets14:46 Opportunities in the Lower Middle Market16:03 The Persistence of the Middle Market17:58 Wealth Channel and Private Markets18:48 Evolution of Wealth Management20:04 Democratization of Alternatives20:24 GP Stakes as an Investment Strategy20:54 GP Stakes: The Best of All Worlds?20:59 Investment Strategies and Market Trends22:08 Private Credit vs. GP Stakes22:58 Betting on Private Markets Growth23:17 Long Duration Capital in GP Stakes23:47 Liquidity in the GP Stake Space24:22 Managing Portfolio and Realizations25:01 The Need for Liquidity Solutions25:19 Quick Fire Questions25:26 Favorite Asset Class in 2025?26:06 Next Firm to Go Public?26:16 Challenges of Merging Large Firms27:21 Future of Middle Market GP Stakes28:07 Conclusion: Live Podcast Wrap-Up28:12 Thank You and Closing Remarks Editing and post-production work for this episode was provided by The Podcast Consultant.

Northwest Florida Fishing Report
Choosing the Right Boat Battery System

Northwest Florida Fishing Report

Play Episode Listen Later Apr 16, 2025 46:25


AGM vs. lithium batteries, boat power system setups, and smart solutions for marine electronics—covered in this week's report. The Northwest Florida Fishing report is your best resource for the Destin Fishing Report, Panama City Fishing Report, Pensacola Fishing Report, Navarre Fishing Report, and everywhere in between. For the anglers looking for a Destin Fishing Report, Ft. Walton Beach fishing report, Choctawhatchee Bay Fishing Report, or Miramar Beach fishing report, look no further. Every week we bring you a report for those anglers interested in an Okaloosa Island fishing report and a Santa Rosa Beach fishing report and everywhere in between. For our guys looking for the Pensacola fishing report or the Navarre Fishing Report, we've got you covered. This week we're talking to: Caleb Ali with V-Max Batteries to break down the differences between AGM and lithium batteries for marine use. You'll learn the pros and cons of each battery type—from starting power and depth of discharge to lifespan, maintenance, and safety. Caleb also shares tips on configuring your boat's battery system, including mixing chemistries, charging setups, and how to power trolling motors and electronics efficiently. Whether you're upgrading your system or just curious, this episode will help you make informed choices based on your boating style and needs. It's all brought to you whether it's good, bad, or ugly. Please Subscribe, Rate, and review wherever you listen to podcasts, and don't forget to text the word “nwffr” to 779-345-2918  to get that AFTCO CAMO LENS CLEANER CLOTH  or click here to be added to our email list and we'll send you the new show each week!  Important Links:  Sponsors Fishbites Dixie Supply and Baker Metal Killerdock Test Calibration Coastal Connection EXP Realty Great Days Outdoors Hilton's Realtime Navigator Bucks Island Marine Salts Gone

The Facebook Marketing Ninja
Master Marketing By Understanding Your Audience | Episode 2

The Facebook Marketing Ninja

Play Episode Listen Later Apr 14, 2025 21:23


In this episode, I'm going over one of the most important aspects of marketing: understanding your audience. Not everyone is going to be interested in your product or service, so it's crucial to know exactly who you're talking to. This knowledge can make or break your marketing campaign.I'll cover how to determine who your target audience is, including using AI tools like ChatGPT to gather insights. Whether you're a seasoned marketer or just starting, understanding audience targeting is fundamental to your success.Have any marketing questions? Drop me a comment!-------------------About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Alt Goes Mainstream
BlackRock's Joe DeVico and Jonathan Diorio and Partners Group's Rob Collins - “an iPhone moment for private markets"

Alt Goes Mainstream

Play Episode Listen Later Apr 9, 2025 54:58


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets.We are joined by BlackRock's Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico and Head of Product for US Wealth & Head of Alts to Wealth Jon Diorio and Partners Group's Partner, Co-Head of Private Wealth, Head of the New York Office, Member of the Global Executive Board, Partners Group Rob Collins to discuss their partnership on a private markets model portfolio purpose-built for the wealth channel.Joe, Jon, and Rob discuss what Rob calls in the podcast the industry's “iPhone moment.” This model portfolio partnership that brings together BlackRock's private markets and technology capabilities and Partners Group's history as a pioneer in the evergreen funds space is a big moment for private markets. The partnership enables the wealth channel to seamlessly access private markets solutions, understand how it fits into a broader asset allocation model, and handles rebalancing in a turnkey fashion.We had a fascinating discussion about this partnership and why the wealth channel needs turnkey solutions such as model portfolios. We discussed:Why model portfolios could be the “iPhone moment” for private markets.The anatomy of the partnership between BlackRock and Partners Group to create private markets model portfolios.How to balance personalization and customization with standardization of delivery to the wealth channel.How to create differentiation with private markets product offerings with different product structures.The mechanics of a private markets model portfolio.How education plays a role in advisor adoption of private markets products and model portfolios.Thanks Joe, Jon, and Rob for sharing your wisdom and experience on public and private markets as you help bring private markets into the mainstream.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Alt Goes Mainstream Theme Song01:56 Introduction to Today's Episode01:58 Groundbreaking Partnership Announcement03:32 Welcome to the BlackRock Studio04:05 Backgrounds of Joe and Jon from BlackRock05:48 Rob's Background and Perspective07:13 Why this is an iPhone Moment for Private Markets07:55 Challenges in Private Markets Adoption12:48 Why Now is the Right Time16:11 The Importance of Partnership21:51 Building a Brand in Private Markets26:48 Evolution of Fixed Income Markets27:10 Electronification of Private Markets27:21 Educating the Wealth Channel28:13 Importance of Excellent Execution28:44 Proving Performance in Private Markets29:27 Building the Right Solution29:48 Client Demand for Private Market Access30:34 Customizing Asset Allocation31:41 Transparency in Model SMAs32:21 Blurring Lines Between Public and Private Markets33:12 Foundational Equity in Private Markets34:15 Combining Public and Private Solutions35:25 Democratization of Private Markets36:19 Active vs. Passive in Private Markets37:58 Challenges in Market Adoption38:28 Scalability and Diversification39:27 Evergreen Funds and Capital Deployment42:03 Seismic Shift in Private Markets42:47 Future of Private Market Solutions49:59 Personalization in Portfolio Building50:53 Patience and Private Markets51:00 Final Thoughts on Private Market Innovation54:41 Conclusion and Podcast OutroEditing and post-production work for this episode was provided by The Podcast Consultant.

The Facebook Marketing Ninja
What is Marketing Now? Episode 1

The Facebook Marketing Ninja

Play Episode Listen Later Apr 7, 2025 7:11


Welcome to the first episode of the Manuel Suarez Marketing. I'm taking you back to basics with a whiteboard session that simplifies the complex world of marketing.I'll cover advertising, promotion, publicity, PR, and sales, using real-world examples to explain each element. You'll learn the true definition of marketing and how it's far more than just selling.Learn how to use different marketing facets to capture attention and create desire for your product or service. I'll also show you the importance of building a bridge to your potential customers with targeted strategies.-----About Manuel Suarez:Manuel Suarez, known as the "Marketing Ninja" and a "Best Selling Author" of "Marketing Magic", leads Attention Grabbing Media (AGM), a marketing agency honored three times on the Inc 5000 list. With a team of over 120, AGM specializes in turning attention into profit for a wide array of brands. In 2023 alone, brands managed by AGM exceeded 250 million USD in revenue.Manuel is also the co-founder of NaturalSlim, a self-funded high 9-figure brand. He has elevated thousands of businesses across various sectors and has directed marketing campaigns for industry leaders like Dr. Eric Berg, Grant Cardone, and Daymond John.He is also responsible for two of the top 15 largest U.S. YouTube channels—Dr. Eric Berg and MetabolismoTV—which together have over 20 million subscribers. Over seven years, his strategies have amassed 8 billion views, generated 5 million leads, and earned over 500 million USD in revenue.Follow Manuel Suarez on Social Media:- Facebook: https://www.facebook.com/theninjamarketer/- Instagram: https://www.instagram.com/mrmanuelsuarez/- TikTok: https://www.tiktok.com/@mrmanuelsuarez- X (formerly Twitter): https://x.com/MrManuelSuarez- LinkedIn: https://www.linkedin.com/in/mrmanuelsuarez/Learn More About AGM:- Visit our website: https://www.agmagency.comNeed Help with Your Marketing?- Talk to a Ninja: https://www.talktoaninja.comCheck Out Manuel's Book, a #1 Seller on Amazon:- Marketing Magic by Manuel Suarez: https://a.co/d/gbwHKSf

Alt Goes Mainstream
Going Public with Evercore's Glenn Schorr - Ep. 3: The "Final Four"

Alt Goes Mainstream

Play Episode Listen Later Apr 2, 2025 47:30


Welcome back to Going Public with Evercore's Glenn Schorr.On the latest episode of Going Public, we dive for the loose balls in private markets' March Madness as Glenn shares his thoughts on why it's important to separate the forest from the trees when it comes to why certain firms make his “Final Four.”We cover some of the most pressing topics in alternative asset management, including:Separating the forest from the trees — dissecting alternative asset manager stock performance versus long-term business performance.Views on the exit environment and what it means for alternative asset manager stock performance.Where and why does scale matter?Are banks and alternative asset managers enemies, frenemies, or collaborators, particularly in areas like private credit?Why does Glenn believe the secular growth trends of private markets and how that impacts alts managers is a fat pitch?In the spirit of March Madness, Glenn shares his bracketology on which firms make his “Final Four.”Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms.Show Notes00:00 Introduction and Countdown00:06 Going Mainstream00:45 Welcome to the Series00:58 Meet Glenn Schorr01:31 Market Stories and Trends01:54 Live from Evercore02:04 Earnings and Market Volatility02:07 Secular Growth Businesses02:39 Anticipation and Uncertainty03:26 Alternative Managers' Performance04:36 Private Markets and Infrastructure05:53 Valuation and Market Corrections07:28 Investment Opportunities in Market Downturns07:54 Fundraising and Fee Related Earnings08:01 Capital Raising Challenges09:36 Super Alts Firms12:22 Brand and Consistency13:16 Acquisitions and Growth Strategies15:33 Banks vs. Alternative Managers16:26 Private Credit and Direct Lending24:45 Asset Classes Shifting from Public to Private Markets25:09 Duration Mismatch in Banking and Loans25:32 Regulatory and Capital Arbitrage26:01 Flexibility in Private Markets26:30 Impact of Stock Prices on Strategic Acquisitions27:01 Stock Deals and Control in Acquisitions28:29 Accretive Acquisitions and Capital Raising31:29 Scale Benefits in Private Markets31:50 Big Ticket Transactions and Scale33:05 Investor Understanding of Scale in Private Markets33:37 Challenges in Public Market Investment in Alternative Managers36:50 Long-Term Trends in Private Markets38:03 Risks in Private Markets38:55 Transparency and Oversight in Private Markets39:30 Thematic Investing and Long-Term Trends40:31 Private Markets Framework for Public Stocks41:30 Emotional Investing and Long-Term Capital43:25 Geopolitical and Economic Policy Impacts45:38 March Madness: Top 4 Manager Picks47:09 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company| APO | Apollo Global Management, Inc.| BAC | Bank of America Corporation| Glenn Schorr holds a long position in equity securities of Bank of America Corporation.| BK | Bank of New York Mellon Corp.| Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.| BLK | BlackRock, Inc.| BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to BlackRock, Inc. in the last 12 months.| Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months.| Glenn Schorr holds a long position in equity securities of Blackrock Inc.| BX | Blackstone, Inc.| Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months.| Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from Blackstone, Inc. within the next three months.| An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household) is an officer, director or advisory board member of Blackstone, Inc.| Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months.| Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.| Glenn Schorr holds a long position in equity securities of Blackstone, Inc.| OWL | Blue Owl Capital, Inc| Evercore ISI or an affiliate has acted as a manager or co-manager of a public offering of securities by Blue Owl Capital, Inc in the last 12 months.| Blue Owl Capital, Inc is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blue Owl Capital, Inc in the last 12 months.| Evercore ISI or an affiliate has received compensation from Blue Owl Capital, Inc for investment banking services in the last 12 months.| BSIG | BrightSphere Investment| C | Citigroup, Inc.| An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (b...

Nassau Morning Madhouse
Morgan Wallen SNL Walkout

Nassau Morning Madhouse

Play Episode Listen Later Apr 2, 2025 23:42


Country Music Singer Morgan Wallen nonchalantly walked out of Saturday Night Live this past weekend. The contreversey surrounding the moment had SNL fans and cast bamboozled. The Madhouse unpacks the whole story.Wednesday Morning Madhouse - April 2, 2025

Gain Traction
Trail Tire Annual General Meeting

Gain Traction

Play Episode Listen Later Apr 2, 2025 23:26


Tim Szabo is the Owner of Trail Tire Edmonton Groat Road, with over three decades of experience in the automotive industry. Alongside Fixed Operations Manager Kasey Wood, Tim is dedicated to ensuring every customer departs fully satisfied with their experience.  Ian McDonald is Manager at Kirks Trail Tire Auto Centers Northern Edge. He is a valued member of the Trail Tire family, known for his entrepreneurial spirit and commitment to customer service. His journey into the tire industry began in a unique way, leading him to become an integral part of the Trail Tire network. Matt Vanderhorst is Manager at Trail Tire Auto Centers Vernon Commercial. He has been with Trail Tire since its early expansion, transitioning from a longstanding relationship with another company to join the Trail Tire family. His alignment with Trail Tire's vision and values has contributed significantly to the company's growth and success. Dave Antoniuk is Owner of Trail Tire Spruce Grove. He joined Trail Tire in 2021, drawn by the company's philosophy and family-oriented culture. His appreciation for the support and accessibility within the organization highlights the strong sense of community that Trail Tire fosters among its members. Graham Tanner is Manager at Trail Tire Auto Centers North West. He became part of Trail Tire through a company acquisition, finding alignment with their customer-driven approach and shared values. His dedication to customer care and honesty reflects the core principles that Trail Tire upholds. Ryan Lien is Manager at Trail Tire Auto Centers Drayton Valley. He  joined Trail Tire in December, bringing with him a strong commitment to community involvement and local business values. His transition to Trail Tire reflects his dedication to aligning with organizations that prioritize local engagement and customer satisfaction. Joe Paranich is Retail Operations Manager at Trail Tire. He brings a wealth of experience from his long-standing career in the Canadian tire distribution industry. His role focuses on optimizing retail programs and ensuring that locations maximize the benefits available to them. James O'Reilly is Vice President of Trail Tire Group, with over 23 years of experience in the tire industry. A second-generation tire professional, James has been instrumental in Trail Tire's growth, overseeing its expansion to 63 stores and the addition of a digital e-commerce division. His leadership emphasizes relationships, strategic partnerships, and adapting to change, which have been integral to Trail Tire's success in Western Canada. In this episode… Tire and auto repair businesses thrive when built on strong relationships, quality service, and a commitment to innovation. As the industry evolves, independent shop owners must navigate challenges like digital marketing, customer engagement, and network expansion to stay competitive. How can tire dealers and repair shops align with a trusted organization to drive growth while maintaining their core values? According to Tim Szabo, Ian McDonald, Matt Vanderhorst, Dave Antoniuk, Graham Tanner, Ryan Lien, Joe Paranich, and James O'Reilly, who participated in the Trail Tire Annual General Meeting 2025, success in the tire and auto repair industry comes from being part of a supportive and visionary network. Trail Tire's leadership and members emphasize the importance of collaboration, transparency, and customer-first values, offering independent dealers the tools and resources they need to compete. Through shared expertise, managed growth, and new business opportunities — such as expanding into truck accessories — Trail Tire provides an ideal framework for business owners looking to scale while retaining their local, community-driven identity. On this episode of Gain Traction, Mike Edge welcomes Tim, Ian, Matt, Dave, Graham, Ryan, Joe, and James to discuss the culture of Trail Tire, the benefits of joining a strong network, and how the company is shaping the future of independent tire dealers. They explore leadership philosophies, business expansion strategies, and the role of innovation in customer service. Whether you're a tire dealer or an industry professional, this episode offers insights into building a thriving, resilient business. Here's a glimpse of what you'll learn:  [02:37] Why Tim Szabo values Trail Tire's honest, hard-working culture and personal customer interactions [04:22] Ian McDonald's unique entry into the tire business and his entrepreneurial journey [09:05] Why Matt Vanderhorst believes in Trail Tire's vision and the quality of its people [12:46] Dave Antoniuk's reasons for joining Trail Tire in 2021 and his appreciation for the company's support [14:49] How Graham Tanner aligns with Trail Tire's customer-driven approach and shared values [17:35] Why Ryan Lien transitioned to Trail Tire in December, emphasizing community involvement [20:20] James O'Reilly's reflections on the AGM, Trail Tire's growth, and the company's future plans Resources mentioned in this episode: Tim Szabo on LinkedIn Matt Vanderhorst on LinkedIn Graham Tanner on LinkedIn Joe Paranich on LinkedIn James O'Reilly on LinkedIn Trail Tire Auto Centers Allen Ambrosie on LinkedIn Mike Edge on LinkedIn Tread Partners Quotable Moments:  "You can't make more family, you know. You can't make people better." - Tim Szabo "I always was entrepreneurial and wanted to do my own thing." - Ian McDonald "Alan had his corporate stores in Edmonton, and I was the first three associate stores outside of his group." - Matt Vanderhorst "It's not like they want to grow to have 500 stores; they want to look after and be small and not get too large, too fast." - Dave Antoniuk "They have your back for any situation that you need." - Graham Tanner Action Steps:  Prioritize strong customer relationships: Building and maintaining personal connections with customers is crucial, leading to repeat business and positive word-of-mouth referrals.  Embrace a family-oriented culture: Fostering a supportive, family-like environment within your organization can lead to higher employee satisfaction and retention. Stay connected within your industry network: Being part of a strong network helps overcome the isolation that can come with independent business ownership and opens up opportunities for collaboration and growth. Leverage available resources and programs: Address the challenge of resource management by maximizing the benefits of membership and ensure you're not missing out on valuable opportunities. Maintain a forward-thinking mindset: Continuously seeking new opportunities for growth, like expanding into new product lines or services, keeps your business competitive and adaptable in a changing market.  Sponsor for this episode... This episode is brought to you by Tread Partners.  At Tread Partners, we provide digital marketing for multi-location tire dealers and auto repair shops.  By using our strategy, branding, and marketing services, we help shops sell more tires and put more cars in bays. We've helped companies like Action Gator Tire, Colony Tire and Service, and Ulmer's Auto Care Center bring extreme growth in paid leads, ROI, and searches.  So, what are you waiting for? Visit www.treadpartners.com or email info@treadpartners.com to learn more.

The Afterburn Podcast
#129 SEAD Part III - Operation Allied Force - Wild Weasel Fighter Pilot

The Afterburn Podcast

Play Episode Listen Later Mar 28, 2025 85:40


In this episode of the Afterburn Podcast, we continue our Suppression of Enemy Air Defenses (SEAD) series hosted by Mike “Flash” McVay.Our guest, Sonny “Blink” Blinkinsop, brings decades of Wild Weasel experience to the table — from Vietnam-era air combat tactics to F-16 SEAD missions during Operation Allied Force. Blink dives into the mindset shift required when flying into heavily defended airspace, the evolution of SEAD tactics, and what it truly means to wear the Weasel patch.This episode covers real-world use of air-to-surface weapons like the AGM-88 HARM, F-16CJ combat operations, and the tactical and cultural challenges of suppressing enemy air defenses. Perfect for fans of fighter pilot strategy, modern air warfare, and U.S. Air Force history.

The Late Night Vision Show
Ep. 360 - AGM Adder V2 60-1280 **1.3 MILLION PIXELS!**

The Late Night Vision Show

Play Episode Listen Later Mar 27, 2025 40:10


Welcome Back! In Ep. 360 of The Late Night Vision Show, Hans and Jason dive into their hands on field review of the all-new AGM Adder V2 60-1280 LRF thermal rifle scope. This is the second 1280 ultra HD resolution thermal scope from AGM we've reviewed on the show with the AGM Evolver 1280 being the first on Ep. 355. Like the Evolver, the Adder V2 60-1280 offers an amazing image quality, built-in laser rangefinder with ballistics, a huge 2560 resolution display screen and native 18650 battery use. Listen as we break down its features and the realistic expectations of what you will see while using this scope in the field.

Alt Goes Mainstream
Brookfield Oaktree Wealth Solutions' John Sweeney - building a high-performing wealth solutions business

Alt Goes Mainstream

Play Episode Listen Later Mar 27, 2025 58:55


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies.John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the distribution efforts across the Brookfield and Oaktree brands. He previously served as Head of US Business Development and Sales for Brookfield Oaktree Wealth Solutions and was a Managing Director and Head of the Americas intermediary business at Oaktree Capital. He also served as president of Oaktree Funds from 2014-2018.Before joining the alternative asset manager side of the business, John had extensive experience working in alternative investments roles at private banks. Before joining Oaktree in 2013, he was a Managing Director and Head of Product Management and Development for the alternative investments business at Morgan Stanley. Prior to that, he was the Head of Product Management in the US for the alternative investments business of the Citi Private Bank.John and I had a fascinating and informative discussion. We covered:How John is building Brookfield Oaktree's wealth business.The benefits of scale.Wisdom from John's Oaktree colleague Howard Marks.How advisor education is critical to the adoption of private markets.Thanks John for coming on the show to share your wisdom and views on private markets and working with the wealth channel.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:55 Welcome to Alt Goes Mainstream02:06 Introduction to John Sweeney03:58 John's Early Career at Morgan Stanley04:34 Evolution of Alternative Investments05:15 Impact of Technology on Private Markets06:42 Service and Distribution Strategy09:33 Building Brookfield Oaktree's Wealth Business11:16 Brookfield and Oaktree Acquisition12:42 Creating Investment Solutions14:07 Understanding the Wealth Channel15:05 Global Distribution Strategy17:52 Importance of Brand and Service19:06 Effective Client Engagement21:09 Advisors vs. Institutional Investors22:27 Evergreen Funds and Distribution25:09 Balancing Content and Engagement27:15 Investment Philosophy and Market Context29:36 Risk Control and Consistency30:53 Generational Wealth Transfer31:40 Educating the Next Generation of Investors32:04 Long-Term Track Record and Conclusion32:18 Delivering Returns and Long-Term Success32:31 Accessing Evergreen Funds32:45 Compounding Returns Over Time32:52 Thinking in Decades32:57 Private Credit and Economic Cycles33:16 Experience and Results33:41 Brand and Experience in Private Markets34:55 Marketing and History35:12 Brookfield Real Estate Introduction35:34 Oaktree's Credit Roots35:55 Integrating Two Brands36:15 Building Solutions and Partnerships39:03 Global Presence and Scale39:13 Navigating Wealth Channel Conversations40:34 Competing in Various Deal Sizes41:16 Exploring Secondary Markets41:56 Private Capital Opportunities42:50 Survey Insights on Alternatives44:04 Global Wealth Channel Strategies44:44 Regional Strategies and Local Teams47:42 Building a Culture of Shared Success48:42 Educating Advisors49:43 Early Stages of Wealth Channel51:41 Model Portfolios and Solutions56:32 The Appeal of Music Royalties and Human Connection58:14 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

The Money Café with Alan Kohler
The Budget Breakdown

The Money Café with Alan Kohler

Play Episode Listen Later Mar 26, 2025 37:41


On the Money Café this week, Alan Kohler and Stephen Mayne share their analysis of last night's federal budget, discuss the upcoming AGM mini-season, look at Trump's latest tactics, and much more.See omnystudio.com/listener for privacy information.

Nick Luck Daily Podcast
Ep 1223 - Trainers let rip at racing's governance

Nick Luck Daily Podcast

Play Episode Listen Later Mar 21, 2025 44:15


Nick is joined by ITV's Matt Chapman to discuss the latest from around the racing world. NTF President Nick Alexander speaks at length about the lively discussions that came out of yesterday's AGM in relation to the governance and future of the sport. Plus, Ben Pauling looks ahead to Aintree with Handstands, Mambonumberfive and more, and Coolmore's Gerry Ahern talks Walk in the Park, his young stars and has news of an exciting new addition to the McManus string to join Nicky Henderson.

The Late Night Vision Show
Ep. 359 | AGM Adder V2 LRF 50-640 **V2 UPGRADES**

The Late Night Vision Show

Play Episode Listen Later Mar 20, 2025 32:05


In this episode of The Late Night Vision Show, Jason and Hans dive into the AGM Adder V2 50-640 LRF thermal rifle scope. With an upgraded 640 sensor, 3.5x base magnification, a huge 2560x2560  display and an integrated LRF in the lens, this scope is one of the best AGM has ever offered for predator hunters. The guys break down its image quality, battery life and how it compares to previous model Adders. Tune in as we share hands-on hunting experience with this scope and whether it's right for you. Don't miss this in-depth review!

Alt Goes Mainstream
Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice

Alt Goes Mainstream

Play Episode Listen Later Mar 19, 2025 61:29


Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets.We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, and Agility, a leading OCIO business.Tom and Amita discuss their merger, why there was a need to create customization for wealth investors in private markets, and how bringing on a leading OCIO business takes Cerity Partners' capabilities to a new level as a solutions provider in private markets.Tom is the Chief Solutions Officer and a Partner in Cerity Partners' New York office. He's a member of the firm's Leadership Team. He has over ten years of experience in various investment management roles, previously serving as an Investment Analyst at Spero-Smith Investment Advisors, where he was responsible for due diligence and analysis of third-party managers and assisted in global market and asset allocation research.Amita is a Partner in Cerity Partners' New York office, managing Cerity Partners' OCIO client portfolios. She's a member of the OCIO Investment Committee. Amita brings over 20 years of experience as an investment consultant to bear to the firm. Before joining Cerity Partners, Amita was a Partner and Client Portfolio Manager at Agility, where she served as a voting member of Agility's Investment Committee. Prior to Agility, she was a Partner, Managing Director, and Senior Consultant at Colonial Consulting, serving as an investment consultant for endowments, foundations, and pension plans. She also served as a Senior Consultant at Ibbotson Associates.Tom, Amita, and I had a fascinating discussion. We covered:The why and the how behind Cerity Partners' merger with Agility.How wealth management platforms can balance customization and scalability.Why scale matters in wealth management.How alternative asset managers can differentiate when engaging with the wealth channel.Thanks Tom and Amita for coming on the show to share your views and wisdom on wealth management and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions02:05 Guest Introduction: Tom Cohn and Amita Schultes07:32 Merger Benefits and Synergies08:19 Client Services and Customization09:32 OCIO and Wealth Management Integration10:45 Why Partner Now?11:40 Cultural Alignment and Expertise12:38 Amita's Perspective on the Partnership13:16 Wealth Management as Institutional LPs14:23 Cerity Partners' Institutional Approach14:54 Private Markets Evolution16:25 Operational Excellence in Private Markets17:35 Research and Manager Selection20:56 Investment Objectives and Customization22:27 Institutional and Wealth Client Synergies28:16 Access and Long-term Relationships30:06 Customization and Scalability32:20 Educational Component in Client Investments32:36 Framework for Custom Portfolios33:10 Resource Allocation for Customization33:47 Importance of OCIO Business34:16 Next Innovation in Investment Solutions34:38 Turnkey Solutions for Operational Complexities35:39 Model Solutions and Manager Selection36:34 Combining OCIO and Wealth Management Practices37:32 Evolving Structures in Private Markets37:54 Workflows and Technology in Private Markets38:39 Client Experience and Operational Expertise39:37 Defining Private Markets41:13 Importance of Clear Definitions41:54 Role and Goals of Private Market Investments44:15 Partnerships and Mergers at Cerity Partners47:05 Evaluating Investment Managers49:06 Trust in General Partner Relationships51:16 Identifying Manager's Edge53:24 Training and Methodology in Manager Selection55:51 Challenges for Managers with Wealth Channel Capital56:47 Operational Challenges for Smaller Managers58:06 Future Trends in Alternative Investments01:01:00 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

The Afterburn Podcast
Surface to Air Missiles (SAMs) Lowdown

The Afterburn Podcast

Play Episode Listen Later Mar 11, 2025 17:00


The Suppression of Enemy Air Defenses (SEAD) mission has evolved alongside the development of Surface-to-Air Missile (SAM) systems. In this episode of The Lowdown, host Mike "Flash" McVay takes a deep dive into the history and advancements of SAM technology, from its early origins to today's modern, highly integrated air defense networks.

The Late Night Vision Show
Ep. 355 - AGM's First 1280 **EVOVLER REVIEW**

The Late Night Vision Show

Play Episode Listen Later Feb 20, 2025 44:26


In this episode of The Late Night Vision Show, Jason and Hans deliver their hands-on field review of the new AGM Evolver 1280 LRF thermal rifle scope. With ultra HD 1280 resolution, amazing image quality, 2.5x base magnification, a built-in LRF, an American Defense QD mount and tons of other features, the Evolver 1280 LRF sets a new standard of quality for AGM. Tune in as the guys break down its features, performance, real-world application and describe who it's good for. This is going to be a strong contender in the Best High End Thermal Scope category for 2025!