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Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses how leaders can evaluate projectsEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Anita Karppi, Senior Director, Market Practice and Regulatory Policy, ICMA, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 5 February 2026, the team discussed: Outlook for 2026: key themes Geopolitics and which are the asset classes to watch this year Views on the new FED chair as well as FED leadership, tariffs, and shutdown risk Investors views on optimism in the markets and how that effects positioning If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
US headline inflation rose by 0.2 per cent month on month and 2.4 per cent year on year - slightly lower than expected. Experts say this is a positive step forward for the US financial markets. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Jeff Fine, Partner, Global Co-Head of Alternatives Capital Formation within Goldman Sachs Asset Management, with responsibility for capital raising, product strategy, research and investor relations across private equity, private credit, real assets, secondaries, GP stakes and hedge funds/liquid alternatives. Jeff is a member of the Real Estate Investment Committee and Urban Investment Group Investment Committee. Jeffrey is also on the boards of GS Real Estate Investment Trust and GS Real Estate Finance Trust. Previously, he was Global Head of Real Estate Client Solutions for Goldman Sachs Asset Management and a senior real estate investor in the Merchant Banking Division for more than 20 years. Jeffrey joined Goldman Sachs in 2002 in the Merchant Banking Division as an Analyst. He was named Managing Director in 2012 and Partner in 2018. Jeff is Chairman of the Dyson School Advisory Council and a member of the SC Johnson College of Business Leadership Council at Cornell University. He is a member of the Cornell Endowment's Risk, Liquidity, and Operations Subcommittee and the Board of Directors of the Pension Real Estate Association Foundation. Jeffrey is also a member of the Council on Foreign Relations and the Met Council at the Brookings Institution.Jeff and I had a fascinating conversation about the intersection of private markets and private wealth, fundraising trends, and the growing role of insurers and the wealth channel in private markets capital formation. We covered:The evolving private markets landscape.The important role of the product specialist.The impact of AI on investing and what it means for private markets.What it takes to be a great investor.The importance of the value creation process in driving investment value.The future of capital formation in private markets.Thanks Jeff for sharing your wisdom, expertise, and passion about private markets and private wealth. Show Notes01:05 Welcome to the Alt Goes Mainstream Podcast02:08 Jeff Fine's Background and Career Journey03:43 Sophistication in the Market05:05 The Role of Product Specialists07:16 Talent and Resourcing in Asset Management 08:01 The War for Talent in Asset Management09:07 Investment Performance as a Priority10:05 Balancing Origination and LP Demand11:42 Meeting Client Needs in Wealth Channel12:06 Transparency and Risk Communication12:59 Growth in Private Markets18:07 Global Capital and Diversification19:31 Smart Allocation in Private Markets20:58 Private Credit as a Yield Instrument22:23 The Role of Insurance in Private Markets24:33 Customization and Scale in Private Markets28:55 Trends in LP Relationships30:39 Strategic Partnerships and Cost Efficiency31:40 Concerns About Market Valuations32:43 Belief in a Transformative Future35:24 Advice for LPs in Current Market36:21 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Michael Bruun, Global Co-Head of Private Equity within Goldman Sachs Asset Management. He is a member of the Goldman Sachs Asset Management International Management Committee, Asset Management (AM) Private Equity Investment Committee, AM Growth Equity Investment Committee, AM Sustainable Investing Investment Committee, Asset & Wealth Management Inclusion and Diversity Council and is a member of the Goldman Sachs Firmwide Client Franchise Committee. In 2021, Michael was named Head of EMEA Private Equity within Goldman Sachs Asset Management and from 2019 to 2021, he was Head of Private Equity and Growth Equity investing for India. Michael joined the Merchant Banking Division in 2010 and worked in London and New York. Prior to that, he was a member of the Nordic Mergers & Acquisitions team in the Investment Banking Division (IBD), after initially joining IBD in 2005. Michael joined Goldman Sachs as an Analyst in the Fixed Income, Currency and Commodities Division in 2004. He was named Managing Director in 2013 and partner in 2016. Michael serves on the boards of Advania, Kahoot!, LRQA, Norgine, Synthon and Trackunit. He is a founding partner of the Human Practice Foundation in Denmark and a trustee in the UK. Michael earned a BA in Economics from the University of Copenhagen.Michael and I had a fascinating conversation about private equity, today's investing environment, the hardest part about investing today, and how product innovation is impacting private equity's market structure. We discussed:How investors can approach allocating to private equity today.The toolkit required to generate returns in private equity.The importance of network and operating partners in value creation.How new product innovation and new structures like evergreens and continuation vehicles are changing growth equity and private equity. The importance of understanding macro in a new world order of geopolitics and a new world order of investing.The skillsets that investors need to have to be a good investor in today's investing environment.The hardest part about investing today. Thanks Michael for sharing your wisdom, expertise, and passion about private equity. Show Notes00:56 Welcome to the Alt Goes Mainstream Podcast02:04 Michael Bruun's Background and Career02:31 Evolution of Private Equity03:14 Impact of Market Changes on Private Equity03:43 Operational Value Creation04:50 Importance of Value Creation Resources05:33 Driving EBITDA Growth06:04 Goldman's Value Acceleration Resources07:18 Focus on Data and AI08:27 AI in Different Sectors11:22 Goldman's Investment Strategy14:28 Scale and Capital in Private Equity15:40 Co-Investments and Evergreen Vehicles18:11 Flexibility in Private Markets23:53 Navigating Volatility24:59 Post-Investment Operations25:23 Goldman Sachs Engineering26:05 Future of Private Equity27:39 CEO AI Academy28:01 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
Was Sie erfahren: Warum Elektromobilität das bestehende Ökosystem fundamental verändertWelche Rolle Batterie-Management für Restwerte und Wirtschaftlichkeit spieltWarum längere Laufzeiten und Multicycle-Modelle an Bedeutung gewinnenWelche strategischen Herausforderungen chinesische Hersteller im europäischen Markt habenWie Software Produktionskosten, Servicequalität und Kundenerlebnis beeinflusstWelche neuen Kompetenzen (Chemie, IT, Datenanalyse) im Mobilitätsumfeld erforderlich werdenWarum Unternehmen heute parallel operativ handeln und strategisch neu bauen müssen Im Interview: Dr. Markus Collet Das Thema Elektromobilität, Software und das Batterie-Ökosystem – strategische Implikationen für Fuhrpark & MobilitätDie Elektrifizierung von Fahrzeugflotten ist weit mehr als ein Technologiewechsel. Im Gespräch mit Dr. Markus Collet, Partner und Leiter der Auto-Mobility-Plattform bei Corporate Value Associates**, wird deutlich: Elektromobilität verändert das gesamte Ökosystem der automobilen Wertschöpfung – von der Produktion über Finanzierung und Leasing bis hin zu After Sales, Restwertmanagement und Recycling.Während Elektrofahrzeuge bislang häufig als „ergänzende Technologie“ betrachtet wurden, rückt mit zunehmender Marktdurchdringung die wirtschaftliche Tragfähigkeit in den Fokus. Hersteller und Leasinggesellschaften müssen künftig nicht nur Fahrzeuge produzieren, sondern profitabel betreiben, servicieren und im Zweit- und Drittzyklus managen.Ein zentrales Thema ist dabei die Batterie. Sie ist kein klassisches mechanisches Bauteil, sondern ein chemisches System – mit entsprechend neuen Anforderungen an Know-how, Bewertung, Wartung und Restwertprognose. Gleichzeitig entstehen neue Geschäftsmodelle rund um Second Life, Recycling und Multicycle-Nutzung.Ein weiterer entscheidender Faktor ist Software. Sie entwickelt sich zunehmend zum Differenzierungsmerkmal zwischen Herstellern. Over-the-Air-Updates, telematikgestützte Fehlerdiagnose, datenbasierte Serviceprozesse und digitale Plattformen verändern Produktionslogik, Kundenbeziehung und After-Sales-Strukturen grundlegend.Auch im internationalen Wettbewerb zeigen sich Unterschiede: Chinesische Hersteller verfügen über hohe Kompetenz in Produkttechnologie, stehen jedoch im europäischen Markt vor Herausforderungen im Flottenmanagement, bei Restwertstabilität und Serviceinfrastruktur.Für Fuhrparkverantwortliche bedeutet dies: Neben der operativen Steuerung bestehender Flotten müssen strategische Weichen für 2030 gestellt werden – insbesondere in den Bereichen IT-Plattformen, Partnerschaften, Ladeinfrastruktur, Kostenkontrolle und Asset-Management.Das Interview basiert auf dem ausführlichen Gespräch mit Dr. Collet.Zum InterviewpartnerDr. Markus ColletPartner und Leiter der Auto-Mobility-PlattformCorporate Value Associates – Paris/BerlinMarkus Collet leitet den Bereich Automobil-Mobilität bei Corporate Value Associates. Er verfügt über umfassende Expertise entlang des gesamten Fahrzeuglebenszyklus und der langfristigen Entwicklung automobiler Wertschöpfungsketten. Darüber hinaus berät er Private-Equity-Gesellschaften bei Investitionen im Automobilsektor und verfügt über fundierte Erfahrung im Leasinggeschäft sowie im Aufbau entsprechender Geschäftsmodelle.
Nuveen zahlt knapp 10 Milliarden Pfund für Schroders – was steckt hinter diesem Megadeal? Malte Dreher und Christoph Fröhlich erklären, warum diese Übernahme anders ist als andere und was sie für die kommende Konsolidierungswelle im europäischen Asset Management bedeutet. In dieser Episode sprechen wir über tektonische Verschiebungen in der Branche: Während JP Morgan 500 Millionen Dollar jährlich in IT investiert, kämpfen kleine Boutiquen um ihre Existenz. Ist das Ende der Spezialisten gekommen – oder gerade ihre große Chance? Malte nimmt uns außerdem mit nach Kolding in Dänemark, wo er Global Evolution besucht hat, eine Rentenfonds-Boutique, die sich auf Frontier Markets spezialisiert. Warum bieten diese 103 Länder stabilere Renditen als klassische Schwellenländer? Und warum investiert dort kaum jemand? Plus: Die überraschenden Zahlen von Scope zeigen, dass 2025 deutlich mehr aktive Manager ihren Index schlagen konnten. Ist das eine echte Trendwende oder nur ein gutes Jahr? Und was bedeutet das für die Zukunft von ETFs versus aktivem Management? Eine Episode über Megadeals, Mikronischen und die Frage, wohin sich die Finanzbranche bewegt.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Harold Hope, Partner, Global Head of Vintage Strategies, one of the world's largest secondary fund managers, in the External Investing Group (XIG) within Goldman Sachs Asset Management. He is also Chair of the XIG Vintage Funds Committee and a member of the XIG Real Estate Strategies Investment Committee and the XIG GP Strategies Investment Committee. Harold joined Goldman Sachs in 1999 as an Associate in Leveraged Finance and Corporate Finance within the Investment Banking Division and moved to the Alternative Investments & Manager Selection (now XIG) private equity business in 2001. He was named Managing Director in 2006 and Partner in 2016. Prior to joining the firm, Harold worked as a financial analyst at the investment banking boutique Bowles Hollowell Conner & Co. Harold earned a BA in Economics and Political Science from the University of North Carolina. Harold and I had a fascinating and timely conversation about the growth and evolution of the secondaries market. We discussed:Perspectives from Harold's early days in secondaries 25 years ago, when Goldman had raised its first $400M fund in secondaries and when the secondaries industry was doing around $2B per year in transaction volume.How the secondaries market is vastly different from five years ago. The evolution of innovation in the secondaries market.Why problem-solving is a defining feature of secondaries. What is the right skillset required to be a great secondaries investor?Why secondaries is fundamentally a valuation oriented business.Are secondaries returns driven by buying high-quality assets or by buying at steep discounts?Misconceptions about continuation vehicles and how the trend of private companies staying private longer impacts CVs.The how and the why behind Goldman's recent acquisition of Industry Ventures and why Goldman is excited about the opportunity set in venture and growth secondaries.Why scale matters in secondaries.Why secondaries might not become a traded market like the bank loan market and why secondaries may not fully achieve standardization because managers may not want completely uniform standardization.Why secondaries can be an on-ramp to private markets for private wealth investors.Thanks Harold for sharing your wisdom, expertise, and passion about secondaries and private markets. Show Notes00:35 Welcome to the Alt Goes Mainstream Podcast01:26 Harold Hope's Background and Entry into Secondaries02:13 Evolution of the Secondaries Market02:30 Drivers of Change in the Market02:43 Innovations in the Secondary Market04:45 Skill Sets Required in Secondaries05:42 Valuation and Investment Strategies07:14 Continuation Vehicles (CVs) Explained09:27 Impact of Private Companies Staying Private Longer10:47 Acquisition of Industry Ventures12:01 Specialized Teams in Secondaries13:14 Goldman's Unique Position in Secondaries14:28 Leveraging Data and AI in Secondaries15:47 Recent Trends and Market Dynamics16:42 Future Growth of the Secondaries Market17:10 Secondaries as an On-Ramp for Retail Investors18:15 Closing Thoughts and Future OutlookEditing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses how to help your service management organization become relevant againEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
Is inclusive growth an underappreciated investment criteria when investing sustainably? Amid geopolitical tensions, rising populism and growing inequalities, assessing a business's inclusivity matters when selecting investments.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes at the Goldman Sachs Alternatives Conference and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with Kristin Olson, Partner, Global Head of Alternatives for Wealth within Asset & Wealth Management and a member of the Management Committee. In her role, she oversees the global alternatives platform and alternatives product strategy across wealth client businesses. Kristin joined Goldman Sachs in 1998 as an Analyst in the Financial Institutions Group in the Investment Banking Division. She was named Managing Director in 2008 and Partner in 2014. Kristin is a member of the Cold Spring Harbor Laboratory, a leading research institution focusing on cancer, neuroscience, plant biology, genomics, and bioinformatics, and is a member of the Georgetown University Board of Regents. Kristin earned a BS in International Economics, magna cum laude, from Georgetown University in 1998.Kristin and I had a fascinating conversation about private markets, private wealth, how to approach strategic and tactical asset allocation, the evolving needs of an investor, and why education and financial media are becoming increasingly important tools for investors. We discussed:Lessons learned from working with Goldman Private Wealth clients that the firm has applied to how they approach serving client needs across the wealth channel with private markets solutions.Why Millennials are interested in investing in private markets.How investors can access innovation by investing in private markets.How can alternative asset managers approach educating the client and investor of the future?How private markets fits into a strategic asset allocation framework.The next evolution in private markets education for the wealth channel investor.The main source of information about private markets for investors.The future of implementation, model portfolios, and hybrid products in private markets.Thanks Kristin for sharing your wisdom, expertise, and passion at the intersection of private markets and private wealth. Show Notes00:41 Welcome to the Alt Goes Mainstream Podcast01:35 Kristin Olson's Background and Career Evolution01:59 The Evolution of Alternative Investments02:46 Lessons from Goldman Wealth Clients03:36 Diversification and Education in Alternatives04:23 Serving Broader Wealth Channels05:37 Balancing Customization and Scale07:20 Survey Insights on Millennial Investors08:44 Building the Goldman Sachs Brand for the Future09:43 The Importance of Education in Alternatives10:53 Early Adoption of Private Markets in Wealth Channels12:28 Consolidation and Partnerships in Private Markets16:42 Advice for New Investors in Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.
In this solo episode, Axel breaks down a simple but highly effective 3-step framework his team uses to get sellers to accept more offers, without being the highest bidder.Rather than focusing purely on price, Axel explains how clarity, credibility, and execution certainty often matter more to sellers than squeezing out an extra few dollars per unit. He walks through how small adjustments in communication, timing, and offer structure can dramatically increase acceptance rates, especially in today's more efficient market.Axel also shares an update on the final capital raise for NH Multifamily Fund III, outlining what the fund targets, how it's structured, and who it's best suited for as the team prepares to deploy capital in 2026. (See below links to learn more!)This episode is designed for operators who want more deals under contract and investors who want insight into how capital is being positioned going forward.Join us as we dive into:Why sellers care more about certainty than headline pricingThe 3-step process Axel uses to improve offer acceptance ratesHow positioning yourself as an “easy buyer” changes negotiationsWhy speed and clarity can outweigh aggressive termsHow to communicate credibility without overcomplicating offersCommon mistakes investors make when submitting offersHow today's market rewards operators who execute cleanlyAn overview of NH Multifamily Fund IIIWhat types of deals the fund is targetingWhy this is the final close for the current fundAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Register for the NH Multifamily Fund III webinar tonight (2/10)Access the NH Multifamily Fund III deal roomConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Andrea y Pamela Berrondo son dos hermanas emprendedoras, que han logrado construir una de las plataformas de bienestar más influyentes del mundo hispanohablante: Mesa Sana. Andrea estudiĂł IngenierĂa Industrial en la Universidad Iberoamericana y comenzĂł su carrera profesional en empresas como GE Capital, Merrill Lynch y CMR. Con el tiempo, decidiĂł dar un giro importante en su trayectoria para dedicarse a la cocina. Andrea se formĂł como chef profesional en el International Culinary Center en Nueva York, donde desarrollĂł una visiĂłn culinaria que combina tĂ©cnica, creatividad y disciplina.Por su parte, Pamela estudiĂł Finanzas en la Universidad Iberoamericana y construyĂł una carrera en el mundo corporativo, trabajando en empresas como Bimbo, en áreas de Asset Management, y posteriormente en Likeable Media MĂ©xico, hoy conocida como BahĂa. Pamela comenzĂł a cuestionarse su bienestar, su salud y el impacto que querĂa tener. Esto la llevĂł a estudiar NutriciĂłn HolĂstica en Bauman College, en San Francisco, especializándose en nutriciĂłn funcional y salud metabĂłlica.De la uniĂłn de estos dos mundos —la cocina y la nutriciĂłn, la creatividad y la estructura, el sabor y la ciencia— nace en 2020 Mesa Sana, una plataforma integral que reĂşne el mejor contenido de cocina y wellness en un solo lugar.Hoy, Mesa Sana cuenta con una comunidad digital de más de 1.2 millones de seguidores, donde comparten recetas fáciles, sanas y deliciosas; los recetarios Mesas para Compartir Vol. 1 y Vol. 2,; una membresĂa con contenido exclusivo, clases y menĂşs; el programa Reset MetabĂłlico; la lĂnea de suplementos Reset Wellness; asĂ como productos propios como aceite de oliva, cafĂ© y mĂşltiples colaboraciones. Ambas son mamas, esposas y Sin duda, nos demuestran que detrás de todo emprendimiento exitoso hay una receta clara: visiĂłn, disciplina, generosidad y ejecuciĂłn consistente.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.2025's Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes at the Goldman Sachs Alternatives Conference and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.This conversation was with James Reynolds, Global Co-Head of Private Credit within Goldman Sachs Asset Management. He also serves as Chief Executive Officer of Goldman Sachs Asset Management International.James is Co-Chair of the Asset Management Private Credit Investment Committee, as well as a member of the Management Committee, Partnership Committee, the European Management Committee and the EMEA Talent Council. James joined Goldman Sachs in 2000 as an Analyst and was named Managing Director in 2007 and Partner in 2010. James is a trustee of Greenhouse Sports and serves as a member of the Corporation Development Committee of the Massachusetts Institute of Technology (MIT). James earned a BS from the École Nationale des Ponts et Chaussées in 1998 and an MSc from MIT in 2000.James and I had a fascinating conversation about Goldman's extensive history in private credit and the current market dynamics. We covered:Why all capital coming into the private credit industry is not created equal.How Goldman's culture of “partnership, collaboration, and the right incentives” provides them with an edge in origination.Why James is an “optimistic pessimist.”Narrative versus reality in private credit markets today.What creates alpha in private credit.How to build an investment culture and, in credit, how to build an investment culture that “doesn't feel pressure to deploy.”Why many investors are focusing on Europe.How the entire platform of Goldman Sachs helps them in private credit.Thanks James for sharing your expertise, wisdom, and passion for private credit, private markets, and private wealth.Show Notes00:39 Welcome to the Alt Goes Mainstream Podcast01:30 James Reynolds' Background02:44 Evolution of Private Credit03:12 Direct Origination and Financing Solutions04:08 Growth in Private Credit Market05:55 Importance of Origination06:29 Goldman Sachs' Competitive Edge08:38 Expanding Universe of Credit10:22 Harmonization of Goldman Sachs12:01 Private Credit Deployment Strategies14:15 Current State of Private Credit17:16 Building an Investment Culture18:31 Traits of a Great Credit Investor20:52 Assessing the Business of Asset Management22:43 Opportunities in Europe26:10 Concerns in Private Credit27:28 Optimistic Pessimism in Private Credit27:59 Conclusion and Closing RemarksEditing and post-production work for this episode was provided by The Podcast Consultant.
Taiwan is actively positioning itself as a premier Asian Asset Management Center (AAMC) through a series of strategic regulatory reforms and policy initiatives. These efforts are designed to enhance market openness, align with international standards, and bolster the overall capacity of its financial sector. Since the launch of the AAMC initiative in September 2024, Taiwan has focused on expanding asset management activities, facilitating cross-border financial services, and optimizing the investment environment. The AAMC initiatives aim to expand Taiwan's asset management industry and investor base, while boosting regional competitiveness and global recognition.To ensure effective implementation and foster closer engagement with market participants, the AAMC Promotion Office was established as an integrated coordination platform, operating out of the TWSE. This office bridges the gap between policy objectives and market practice by providing structured communication channels, regulatory guidance, and international outreach. These efforts ensure that reforms remain responsive to industry needs and contribute to the sustainable growth of Taiwan's asset management ecosystem.Aligned with this vision, the Taiwan Stock Exchange (TWSE), in collaboration with Z/Yen, the compiler of Global Financial Centres Index (GFCI), are pleased to host this online forum. Bringing together leading experts, this webinar will provide an in-depth exploration of Taiwan's progress and strategic trajectory as an AAMC. By blending policy perspectives with practical industry insights, the session aims to facilitate high-level dialogue, share field observations, and enhance the international community's understanding of Taiwan's evolving role in the regional and global landscape.We cordially invite financial professionals and stakeholders worldwide to join us in exploring Taiwan's transformation into a dynamic asset management center —one that is "Locally Rooted, Globally Connected"—to unlock new opportunities for long-term investment in Asia.
Welcome back to the Alt Goes Mainstream podcast.The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets.The 2025 Alternatives Summit was about “navigating a world in flux,” as the firm's recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unscripted conversations with Goldman Sachs Alternatives leaders to cut through the noise by unpacking key themes and trends at the intersection of private markets and private wealth.In this special series, we went behind the scenes at the Goldman Sachs Alternatives Conference and interviewed six Goldman Sachs Alternatives leaders about their current thinking on private markets and how the firm has built and evolved its private markets capabilities.Our first conversation was with Matt Gibson, who is head of the Client Solutions Group within Goldman Sachs Asset Management. Prior to his current role, Matt served as co-head of the Technology, Media and Telecommunications Group in the Investment Banking Division from 2021 to 2023. Before that Matt served as co-head of One Goldman Sachs from 2019 to 2021 and served as global co-head of Client Coverage within Investment Banking Services from 2015 to 2020. He joined Goldman Sachs in 2001 as an associate and was named managing director in 2008 and partner in 2010. Prior to joining the firm, Matt was a US naval officer for five years, working in a variety of capacities on two different US Navy ships. During this time, Matt's service centered on operations in the Western Pacific, Persian Gulf, Mediterranean Sea and Adriatic Sea. Matt serves on the US Naval Academy Board of Trustees and the Global Advisory Board for the Kellogg School of Management at Northwestern University. Matt earned a BS in Political Science from the United States Naval Academy in 1994 and an MBA from the Kellogg School of Management at Northwestern University in 2001.Matt and I had a fascinating conversation about Goldman's evolution of its private markets strategy and how the firm's “One Goldman Sachs” initiative has enabled them to bring the entire firm to bear as it helps deliver solutions for both wealth and institutional clients. We covered:How Matt's experiences across the firm inform the way he approaches solving needs for clients.The how and the why behind the “One Goldman Sachs” initiative.Goldman's client-centric approach. Why it matters to be an early mover in certain instances in private markets.Goldman's approach to partnerships in private markets.The power of the platform and how Goldman leverages its platform to help its private markets efforts.The importance of understanding geopolitics in today's increasingly complicated investing world.Thanks Matt for sharing your expertise, wisdom, and passion for private markets and private wealth. Show Notes00:42 Welcome to the Alt Goes Mainstream Podcast00:56 Goldman Sachs Alternatives Conference Overview01:09 Interview with Matt Gibson02:26 Matt Gibson's Career Journey02:50 The Importance of Client Engagement03:17 One Goldman Sachs Initiative04:13 Commercial and Cultural Impact of One Goldman Sachs05:11 Convergence of Public and Private Markets06:04 Growth in Retail and Institutional Alternatives07:44 Balancing Customization with Scale08:23 Leveraging the Goldman Sachs Platform10:10 Origination and Investment Banking Synergy11:23 Infusing Goldman Sachs Culture12:34 Private Markets Culture and Strategy13:35 Building Capabilities Through Partnerships15:19 LP Relationships and Private Markets Evolution16:44 Strategic Decisions in Private Markets19:13 Agility in Product Strategy21:08 Serving Clients in Private Markets25:41 Geopolitical Considerations in Investing28:06 Mega Trends and Geopolitics29:47 Future of Private Markets30:37 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey encourages leaders not to treat AI projects like other technology projectsEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
More companies are reporting their profits from the final portion of 2025, and it's sparking investigation into what investors need to pay attention to. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Immo Insider – „Behind the Immobilienwirtschaft“
Wie realistisch sind die Erwartungen an Einstiegsgehälter in der Immobilienbranche? In dieser Folge ordne ich ein, was Berufseinsteigerinnen und Berufseinsteiger in Deutschland aktuell wirklich erwarten können. Zwischen den Hochbiet-Jahren bis 2021 und der heutigen, deutlich ruhigeren Marktsituation haben sich die Gehaltsstrukturen spürbar verändert. Ich spreche über konkrete Gehaltsspannen – von der dualen Ausbildung über Bachelor- und Masterabschlüsse bis hin zu unterschiedlichen Tätigkeitsfeldern wie Verwaltung, Maklergeschäft, Beratung und Asset Management. Außerdem geht es um Verhandlungskultur, Transparenz, das Gender Pay Gap und die Frage, warum realistische Einstiege oft wichtiger sind als maximale Forderungen. Ein nüchterner Blick auf Zahlen, Marktmechanismen und Perspektiven. Produziert wird mein Podcast von Wolfgang Patz: https://nextgen-podcast.de/
Asset Champion Podcast | Physical Asset Performance, Criticality, Reliability and Uptime
Maureen Roskoski is Vice President at FEA where she is passionate about sharing her expertise in sustainability, resilience, and facilities management. Mike Petrusky welcomes Maureen back to the show to discuss the latest opportunities for asset management leaders to more effectively communicate their stories in this special crossover episode with the "My Facility Podcast". They explore the importance of resilience in facility management and the need for FM leaders to effectively communicate the value of their maintenance strategies to decision-makers. Maureen believes that if we are to be in the best position to care for our built environment long-term, professionals must improve their skills for storytelling while staying ahead of the many changes in technology impacting the FM industry. Mike and Maureen talk about shared IFMA experiences and upcoming community events as they deliver the encouragement needed to help you be an Asset Champion! Connect with Maureen on LinkedIn: https://www.linkedin.com/in/maureen-roskoski-92963b16/ Watch the "My Facility Podcast" on YouTube: https://www.youtube.com/@Experience_FEA/videos Learn more about FEA: https://feapc.com/ Explore Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://eptura.com/discover-more/podcasts/asset-champion/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/ Watch the full video here: https://www.youtube.com/playlist?list=PLSkmmkVFvM4H3pwnlU2AuqynuRDpvnh4J Â
The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Paul Xatard-Huberlant, Head of ETF and Index Management in the Systematic and Quantitative Investment Group, explains to Andy Craig, Co-Head of the Investment Insight Centre, why this development matters for investors.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey talks about the Service Management Leadership service offering of an assessmentEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
The disconnect between high interest in AI and actual readiness for scaled implementation is rampant in commercial real estate and retail.In this episode of the simplenight series, we sit down with David Huesser, a C-Suite Shopping Center Executive with a legendary track record spanning North America and the Middle East. From his early career with RioCan REIT and Simon Property Group to his role as Director of Asset Management for Al Futtaim in Dubai, David has seen every facet of the real estate life cycle.#CommercialRealEstate #RetailInnovation #AIImplementation #Simplenight #PropTech #DavidHuesser #DigitalTransformation #AssetManagement
Software stocks have taken a dive, and it's prompted concern among economists. This follows a difficult month for the sector, with many of them seeing their shares drop by 40 percent as a result of AI. Milford Asset Management's Michael Luke explained further. LISTEN ABOVE See omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the rapidly expanding world of secondaries with a senior leader at one of the pioneering firms in the secondaries space.We sat down at Franklin Templeton's New York office with Taylor Robinson, a Partner on the Secondary team at Lexington Partners, which has over $77B in total capitalization and is part of Franklin Templeton's family of private markets funds and strategies.Taylor, who joined the firm in 2008, is primarily focused on the origination, evaluation, and execution of secondary opportunities, including partnership and GP-led transactions. He's also a member of Lexington's ESG Steering Committee.Taylor and I had a fascinating conversation about the current state of the secondaries market. We covered many of the hot button topics and trends that are shaping the secondaries market, including:Why secondaries have become an integral part of many LPs portfolios.How secondaries have become a portfolio management tool for LPs.The rise of GP-led secondaries.Why not all CVs are created equal.Why secondaries can be a good on-ramp to private markets for wealth channel investors.What the future holds for secondaries.Thanks Taylor for coming on the show to share your expertise and wisdom about private markets and secondaries.Show Notes00:00 A Different Way of Thinking About Private Equity00:43 Welcome to the Alt Goes Mainstream Podcast01:20 Introduction to Taylor Robinson02:35 Taylor Robinson's Background and Career04:25 The Evolution of the Secondaries Market05:20 Impact of the Financial Crisis on Secondaries06:34 Growth and Liquidity in Private Markets07:13 Current State of the Secondaries Market07:29 Traditional vs. GP-Led Secondary Deals09:18 Challenges and Opportunities for Institutional LPs11:22 Active Portfolio Management Strategies13:06 Driving Returns and Gaining Edge14:46 Evaluating and Partnering with GPs16:30 Nuances of the Secondary Market17:22 Market Dynamics and Investment Strategies18:04 The Role of Data and Technology19:35 Regulation and Standardization in Private Markets20:08 Evolving Focus of Secondaries Firms20:51 Investment Horizons and Return Expectations22:17 Primary vs. Secondary Fund Investing27:07 Specialization and Diversification in Private Equity28:41 Managing Favorite Assets28:49 Diversified Portfolio Nuances29:37 Generating Alpha in Secondaries30:22 Asset Selection and Value Drivers31:09 Consistent Investor Experience33:53 Comparing Secondaries and Primaries35:51 Evaluating Secondaries Over Time37:18 Evergreen Funds and New Structures38:11 Benefits of Locked-Up Capital40:34 Challenges in Evergreen Space41:39 Wealth Channel and Scale43:04 Skillset for Secondaries Investors45:16 Intellectual Curiosity and Success47:45 Industry Trends and GP Consolidation49:16 Understanding Market Dynamics50:18 Training and Retention at Lexington50:41 Future of Secondary Markets52:54 Misconceptions About Secondaries54:31 Shifting Mindsets on Discounts54:54 Consistent Returns Through Cycles55:42 Secondaries as a Real Asset Class56:16 Excitement for Future Growth56:22 Conclusion and FarewellEditing and post-production work for this episode was provided by The Podcast Consultant.
What if facility maintenance didn't just react to problems, but predicted them before they happened?In today's episode, host Yonatan Rouache joins his colleagues from Office Space, Andres Avalos and Steph Austin, to explore how facility teams are moving from preventative to predictive maintenance using AI and integrated data. They break down why digitizing data matters, how connected systems can reduce costs and improve efficiency, and what AI-powered tools could mean for the future of maintenance in facility management.00:29 Introduction00:55 Exploring Predictive Maintenance01:36 Panelist Introductions03:39 Preventative vs Predictive Maintenance06:10 Digitizing Maintenance Data08:43 The Future of Predictive Analytics14:12 Self-Optimization in Facility Management20:35 Closing Thoughts and TakeawaysResources Mentioned:OfficeSpace Software Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses how to gain adoptionEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
President Donald Trump revealed he's picked Kevin Warsh, a former Federal Reserve Governor, to lead the central bank. Since taking office, Donald Trump has been critical of Jerome Powell and encouraged him to lower interest rates. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Sponsors:â—¦ Visit Buildertrend to get a 60-day money-back guarantee on your Buildertrend accountâ—¦ Marvin Windows and Doorsâ—¦ Sub-Zero Wolf Cove Showroom PhoenixConnect with Tiffany Rosenbaum:â—¦ https://www.instagram.com/tiffanymrosenbaumConnect with Brad Leavitt:Website | Instagram | Facebook | Houzz | Pinterest | YouTube
In this episode of the LSCRE Podcast, Craig McGrouther sits down with Joe Pistorius, Asset Manager at LSCRE, to break down how strong asset management and execution drive consistent returns in multifamily real estate.This conversation offers a behind-the-scenes look at Preserve at Copper Springs, a new Houston acquisition located between two of LSCRE's best-performing assets. Joe explains how experienced onsite teams, operational synergies, retention strategies, and disciplined expense control create a clear path to execution.
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the build-out of the digital ecosystem. The growing appetite for clean energy has also shone the spotlight on companies that own and operate essential and critical infrastructure such as AI datacentres.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and Co-founder of Scholars of Finance, welcomes Stephen Philipson, Vice Chair and Head of Wealth, Corporate, Commercial, and Institutional Banking at U.S. Bank, America's fifth-largest bank, to unpack how principled leadership shapes modern finance. Stephen shares how embracing calculated risk, most notably during the 2009 crisis, can accelerate long-term growth when paired with disciplined downside assessment. He explains U.S. Bank's interconnected approach to banking, where unified business lines strengthen client relationships and operational resilience. The conversation also explores why authenticity, transparency, and ethical clarity remain essential traits for leaders navigating rapid technological change. From AI's role in enhancing, not replacing, client service to impact finance opportunities, Stephen offers a blueprint for building durable institutions grounded in purpose and integrity.Meet Stephen PhilipsonStephen Philipson is a vice chair and head of Wealth, Corporate, Commercial and Institutional Banking (WCIB). He has been with the organization since 2009. WCIB comprises several businesses, including Asset Management and Institutional Services, Commercial Real Estate, Equipment Finance, Global Capital Markets, Global Corporate Trust, Global Fund Services, Institutional Client Group, U.S. Bancorp Impact Finance, and Wealth Management. Prior to becoming head of WCIB in 2024 and adding oversight of U.S. Bancorp Impact Finance to his responsibilities in 2025, Philipson led the Global Markets and Specialized Finance group within WCIB. Philipson has more than 20 years of financial services experience. His past roles include working at Morgan Stanley in Global Capital Markets and then Fixed Income Trading, and at Wachovia, where he was director of the Financial Institutions Syndicate. Philipson chairs the board of governors of Isidore Newman School and serves on the boards of directors of the Foundation for the Charlotte Jewish Community. He serves on the board of directors of the Securities Industry and Financial Markets Association (SIFMA). He earned a bachelor's degree with a double major in economics and East Asian studies from Washington and Lee UniversityEpisode Timeline• 00:00 Intro• 04:40 From New Orleans to Wall Street: Stephen's Early Finance Journey• 15:51 Joining US Bank During the 2009 Financial Crisis• 18:26 Building a $670B Balance Sheet: Growth Strategies Across Diverse Businesses• 22:24 Leading 16 Leaders: Management Committee Dynamics at US Bank• 25:53 Innovation Without Recklessness: Balancing Safety and Evolution• 28:21 AI as a Productivity Multiplier, Not a Job Eliminator• 34:21 Impact Finance: Profitability and Purpose Working Together• 37:08 Leadership Through Authenticity and Radical Transparency• 39:12 Creating Unified Culture Across Capital Markets, Trust, and Real Estate• 41:41 The Three Non-Negotiables for Next-Generation Finance Leaders• 44:08 Rapidfire Round
In this episode of the Solar Maverick Podcast, host Benoy Thanjan sits down with Joel Santisteban, Co-Founder & CEO of Ecosuite, to explore how AI, edge computing, and interoperable infrastructure are transforming the way solar and storage assets are managed. Joel shares his journey from solar development to building one of the most advanced distributed energy resource (“DER”) platforms in the industry, and explains how Ecosuite is helping developers, IPPs, utilities, and corporates unlock better performance, reliability, and efficiency across the full asset lifecycle.  Biographies Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy, solar developer and consulting firm, and a strategic advisor to multiple cleantech startups. Over his career, Benoy has developed over 100 MWs of solar projects across the U.S., helped launch the first residential solar tax equity funds at Tesla, and brokered $45 million in Renewable Energy Credits (“REC”) transactions. Prior to founding Reneu Energy, Benoy was the Environmental Commodities Trader in Tesla's Project Finance Group, where he managed one of the largest environmental commodities portfolios. He originated REC trades and co-developed a monetization and hedging strategy with senior leadership to enter the East Coast market. As Vice President at Vanguard Energy Partners, Benoy crafted project finance solutions for commercial-scale solar portfolios. His role at Ridgewood Renewable Power, a private equity fund with 125 MWs of U.S. renewable assets, involved evaluating investment opportunities and maximizing returns. He also played a key role in the sale of the firm's renewable portfolio. Earlier in his career, Benoy worked in Energy Structured Finance at Deloitte & Touche and Financial Advisory Services at Ernst & Young, following an internship on the trading floor at D.E. Shaw & Co., a multi billion dollar hedge fund. Benoy holds an MBA in Finance from Rutgers University and a BS in Finance and Economics from NYU Stern, where he was an Alumni Scholar.  Joel Santisteban Joel Santisteban is the CEO and Co-Founder of Ecosuite, an AI-powered asset management platform for distributed energy resources. Joel is a seasoned entrepreneur and clean energy leader with deep experience in solar, storage, and energy software. At Ecosuite, he is focused on helping asset owners, operators, and developers optimize performance, reduce operational risk, and unlock more value from their energy assets through data and automation.  Stay Connected: Benoy Thanjan Email: info@reneuenergy.com LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com Website: https://www.solarmaverickpodcast.com/      Joel Santisteban     Website: https://ecosuite.io/     Linkedin: https://www.linkedin.com/in/joel-santisteban/  Please provide 5 star reviews     If you enjoyed this episode, please rate, review and share the Solar Maverick Podcast so more people can learn how to accelerate the clean energy transition.   Reneu Energy Reneu Energy provides expert consulting across solar and storage project development, financing, energy strategy, and environmental commodities. Our team helps clients originate, structure, and execute opportunities in community solar, C&I, utility-scale, and renewable energy credit markets. Email us at info@reneuenergy.com to learn more.  Solar Maverick Happy Hour During Intersolar San Diego on Feb 18th https://luma.com/7v50llsn          Â
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the Service Management Office (SMO)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
The Reserve Bank spent most of 2025 lowering the OCR, leaving experts to speculate how these changes impacted the economy. Since then, economic and business confidence has gone up for the start of 2026, but inflation data for the December quarter has raised some concerns Milford Asset Management expert Brendan Larsen explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this solo Q&A episode, Axel answers listener-submitted questions covering three core pillars of successful multifamily investing: asset management execution, deal sourcing, and construction cost estimation.Axel breaks down how his team actually operates day-to-day: what gets reviewed on asset management calls, how CapEx decisions are prioritized post-close, and how renovation budgets are underwritten quickly and consistently across deals.This episode is designed for investors who want repeatable processes, not theory. Whether you're self-managing a small portfolio or overseeing third-party managers on larger assets, the frameworks shared here are immediately applicable.Join us as we dive into:How Axel structures weekly and bi-weekly asset management callsWhy the first 30–90 days after closing matter more than most investors realizeHow front-loading CapEx impacts tenant retention and long-term NOIWhen it makes sense not to renovate common areasHow often financials should be reviewed and what to look forA simple framework for estimating renovation costs by square footTypical light, medium, and heavy value-add renovation rangesHow property managers help validate construction budgetsThe acquisition channels Axel is actively using todayWhy being “easy to work with” still matters when sourcing dealsAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's episode features a pioneer who has been building the core infrastructure that is making private markets go mainstream.We talk with Gary Tenkman, a 30-year veteran of the fund administration world who is the CEO of Ultimus Fund Solutions. Ultimus serves over 450 clients and 2,300 funds, representing $725B of assets under administration, all handled by a team of over 1,100 professionals. Ultimus, which is backed by private equity firm, GTCR and, more recently, Stone Point, is able to help investment managers navigate a growing array of challenges that include elaborate fund structures and evolving compliance requirements. Gary has built a business that combines the best of technology and human experts in fund administration to serve many of the industry's largest funds. Ultimus has also been a big part of the ability for private markets to innovate with evergreen and interval fund structures since they have the necessary infrastructure and services to help fund managers launch, run, and administer evergreen structures.Prior to joining Ultimus as CEO, Gary was Head of North American Operations at another large fund service provider, where he was responsible for service delivery for all clients in the region. During his 16 years there, he held leadership positions in alternative investment fund services, European fund services, and US fund services.Gary and I had fascinating conversation about the evolution of fund administration and how fund administration in private markets has changed with the growing interest in evergreen and interval funds. We discussed:How fund administration has changed over the 30 years Gary has been in the industry.Will the evergreen fund industry mirror the growth and evolution of the mutual fund industry?The gap that Gary and Ultimus saw in private markets fund administration.Why fund services for evergreen fund structures is very complex and hard to do well.How technology can provide leverage to fund administration.Will AI impact fund administration?Why fund services are a compelling investment category for private equity.Thanks Gary for coming on the show to share your wisdom and experience and thanks for your support of Alt Goes Mainstream. The work you're doing at Ultimus is making a big impact on evolving the industry, so it's an honor to have you partner with AGM. We hope you enjoy.Show Notes01:01 Introduction to the Alt Goes Mainstream Podcast01:10 Gary Tenkman: A Pioneer in Fund Administration01:17 Ultimus Fund Solutions: An Overview01:50 Innovations in Private Markets02:02 Gary's Career Journey02:20 The Evolution of Fund Administration02:38 Challenges in Fund Services for Evergreen Structures02:46 The Role of Technology in Fund Administration06:58 Automation and Data Standardization11:15 AI in Fund Administration12:09 Fund Level vs. Asset Level Data13:16 Lessons from the Mutual Fund Industry13:58 Product Innovation in Private Markets18:30 Navigating the Evergreen Space23:20 Distribution Strategies for Private Markets25:35 The Importance of Service Providers26:50 The Evolution of Ultimus Fund Solutions27:19 Evolution of Ultimus: The Early Days28:02 Client-Centric Focus: The Key to Success28:16 Investing in Technology and Growth28:35 Mergers and Acquisitions: Building Scale28:58 Private Side Expansion and Momentum29:40 Challenges and Solutions in Private Markets30:40 Client-Centric Culture: What It Means31:34 Delivering High-Quality Client Service32:28 Maintaining Culture Amidst Growth33:27 Industry Consolidation: A Historical Perspective34:09 New Partnerships and Investments35:26 Future M&A Opportunities35:43 Stone Point's Investment in Ultimus36:34 Growth in Private Funds and Evergreen Structures37:29 Convergence of Public and Private Markets38:05 Hybrid Product Structures: Opportunities and Challenges39:45 Regulatory Challenges in Retail Alts40:58 Education and Adoption in Private Markets45:54 401k and Retirement Space: Unlocking Potential48:04 Exciting Trends in Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses data-based decisionsEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
Send us a textAlec Raggio is the Head of Acquisitions and Asset Management at Gindi Equities. Even though the family office is based in NYC. They have been active in tertiary markets like Fargo, ND. Alec shares his unique outlook and strategy for buying cash flowing multifamily deals. Â I'm Moshe Crane connect with me on LinkedIn. My day job is the VP of Branding and Strategic Initiatives at Sage Ventures. Check out my newsletter Curious Deal.Sage Ventures is a commercial real estate firm based in Baltimore, MD. The company buys and operates multifamily rental properties. We know have a portfolio of self-storage and office deals. The company also builds and develops homes that we sell.
US President Donald Trump has been upping the pressure on the Federal Reserve to cut rates. The US Federal Reserve is set to convene next week, and it's looking likely that they'll keep rates on hold at this stage. Harbour Asset Management expert Shane Solly unpacked the speculation further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
What does it take for an entrepreneur to recognize—and embrace—a groundbreaking technological innovation, especially when skepticism is the initial reaction? In this episode of The Angel Next Door Podcast, host Marcia Dawood explores this very question with special guest Anthony Scaramucci, diving deep into the evolution of trust, disruption, and adoption in the world of digital assets.Anthony Scaramucci, a renowned financier and author, candidly shares his decade-long journey from Bitcoin skeptic to blockchain advocate. Known for his roles in finance and politics, he details his transformation, inspired by his persistent curiosity and the pivotal influence of friends such as Michael Saylor. As the founder of Skybridge Capital and the author of The Little Book of Bitcoin and his latest book, Solana Rising, Anthony Scaramucci offers a unique perspective on making complex ideas accessible to mainstream investors.This episode covers the fundamentals of Bitcoin and blockchain, why cryptocurrency may be the “perfect money,” and how legacy institutions are slowly but surely embracing this technology—even as old systems resist change. Listeners will gain insight into the mechanics behind crypto, its potential to revolutionize everyday transactions, and the challenges that remain. If you're wondering how digital currency fits into the future of entrepreneurship or curious about how big banks and regulators are shifting their stance, this conversation is an absolute must-listen. To get the latest from Anthony Scaramucci, you can follow him below!https://www.linkedin.com/in/anscaramucci/https://www.instagram.com/scaramucci/?hl=enThe Little Book of Bitcoin: What You Need to Know that Wall Street Has Already Figured OutSolana Rising: Investing in the Fast Lane of Cryptohttps://www.skybridge.com/ https://www.salt.org/  Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the Service Management Office (SMO)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
Welcome back to the Alt Goes Mainstream podcast.Today's episode brings us to the apex of the wealth channel. We sat down in Goldman Sachs' HQ at 200 West with Sara Naison-Tarajano, a Partner and Global Head of Private Wealth Management Capital Markets and Global Head of Goldman Sachs Apex Family Office Coverage. Sara is also responsible for the One Goldman Sachs Family Office initiative in the Americas.Sara has been at Goldman Sachs for over 26 years, where she's worked in a number of roles across the firm, equipping her with a multi-disciplinary background that is brought to bear in her current role leading a global platform that delivers multi-asset investing, financing, and direct investment opportunities to some of the world's largest family offices. Goldman Sachs Apex Family Office Coverage now serves more than 600 family offices across the globe.Sara and I had a fascinating discussion about the growing intersection between private markets and private wealth and what some of the wealth channel's largest investors find interesting and differentiated in private markets. We covered:How Sara expected to spend one year at Goldman and it turned into 26 years at the firm.How her background in derivatives structuring in public markets has helped her approach private markets – and what investors in private markets can learn from being exposed to public markets.Why Sara decided to create Goldman Sachs Apex to build a dedicated group to help large family offices invest directly into private markets.How Apex is related to Goldman's “One Goldman Sachs” initiative.How the power of the platform helps to differentiate Goldman's wealth management business.What lessons the wealth channel can learn from how the UHNW and billionaire family office segment approaches private markets.Takeaways from the Goldman Sachs Family Office Insights Report.How the wealth channel can engage the next generation clients and how private markets play a role in reaching the next gen.Thanks Sara for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets and working with the wealth channel.Show Notes00:00 Introduction: 26 Years at Goldman Sachs00:59 Welcome to the Alt Goes Mainstream Podcast01:05 Meet Sara Naison-Tarajano03:07 Sara's Career Path04:51 Intellectual Curiosity in Finance05:29 The Role of Derivatives06:59 Transition to Wealth Management07:51 Goldman's Culture of Creativity08:48 The Birth of Apex09:12 Why Apex?10:48 Serving Family Offices11:25 The Apex Model12:46 Early Days of Apex14:09 Family Offices and Direct Deals16:12 The Growing Role of Family Offices19:56 Misconceptions About Family Offices23:26 Engaging the Next Generation34:29 Liquidity in Private Markets34:41 Decline in Public Companies34:52 Access to Capital in Private Markets35:14 Emerging Trends in Private Markets35:36 Focus on Secondaries36:02 Family Offices and Secondaries38:19 Goldman's Secondary Market38:56 Goldman's Acquisition of Industry Ventures39:55 Family Offices' Investment Strategies40:14 US vs Global Family Offices40:38 Private Markets and Inflation42:42 Advice for Wealth Channel Investors43:02 Illiquidity Premium in Private Markets43:56 Importance of Vintaging44:28 Evergreen Funds vs Drawdown Funds47:22 International Family Offices49:27 Geopolitical Concerns and Investments52:55 Mega Trends in Investing54:15 Infrastructure and AI56:16 Simple Wealth Management Strategies58:57 Private Credit and Fixed Income01:00:48 Risks in Private Markets01:02:22 Future of Apex and Wealth ManagementEditing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses service deliveryEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. Â The firm's website is www.servicemanagement.us. Â Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Â Also, please follow the Service Management Leadership LinkedIn page.
Send us a textWe're joined by Ron Brill, President and Chairman of the Board, and Kris Johnson, Chief Product Officer of Anglepoint, a global leader in software asset management. From their startup origins to tackling massive compliance challenges, we'll dive into the world of SAM, licensing, and what the future holds for optimizing IT assets – a conversation essential for anyone in this space.⏱️ Timestamps:01:38 Meet Ron Brill and Kris Johnson05:32 Deciding on Startup Roles07:32 The Ah-Ha Founding of Anglepoint12:03 Largest Challenges13:03 One Word to Encapsulate Anglepoint16:23 Anglepoint's Differentiation21:03 Gartner's Leadership Quadrant23:50 Licensing Skills25:17 Difficult Licensing Scenarios28:11 Clients Biggest Compliance Issues31:12 Unique Technology33:19 The Infamous Audit37:26 Trends in SAM41:40 Systems-based Token Consumption43:17 SAM Advice47:03 Anglepoint in 3 to 5 Years48:38 For Fun49:53 Right TalentConnect with our guests:LinkedIn: linkedin.com/in/ronbrillLinkedin.com/in/johnsonkristianWebsite: https://www.anglepoint.com/Want to be featured as a guest on Making Data Simple? Reach out to us at almartintalksdata@gmail.com and tell us why you should be next. The Making Data Simple Podcast is hosted by Al Martin, WW VP Technical Sales, IBM, where we explore trending technologies, business innovation, and leadership ... while keeping it simple & fun.
Industrial Talk is onsite at SMRP 2025 and talking to Shon Isenhour, Owner/Founder at Euditio about "Inspired Blended Learning in Asset Management". Scott Mackenzie emphasizes the importance of companies having a podcast to tell their story and create a strategic advantage. He highlights the benefits of podcasting as a content-generating machine and a platform to build emotional connections with the market. At the SMRP conference, Scott interviews Shon Isenhour, owner of Eruditio, an education-first training company. Shon discusses their new Inspired Blended Learning Plus (IBL Plus) program, which integrates downloadable resources, animations, and simulations to enhance learning. They also touch on the role of AI in the industry, emphasizing the need for human engagement and the importance of personalized education for future success. Action Items [ ] Maintain and execute multi-year project plans to regularly update Eruditio curriculum and keep training content current (schedule ongoing content revisions and new downloadable resources to reflect industry changes).[ ] Deliver and enforce project-based IBL programs where learners complete facility projects and submit results to an assigned coach for feedback to ensure application and measurable ROI.[ ] Publish Shon Isenhour's contact information on the Industrial Talk website so listeners can connect with him after the conference. Outline Importance of Company Podcasts Scott emphasizes the importance of companies having a dedicated podcast to generate content easily.Podcasting is presented as a platform that can help companies tell their story consistently.Scott argues that companies that tell their story consistently have a strategic advantage.The podcast allows companies to create an emotional connection with their market and stand out against larger competitors. Introduction to SMRP Conference Scott introduces the SMRP conference, focusing on asset management, supply chain, and maintenance and reliability.The conference is described as a must-attend event for professionals in these fields.Scott highlights the importance of meeting industry leaders and networking at the conference.The conversation transitions to introducing Shon, the owner of Eruditio, as a guest on the podcast. Shon's Background and Eruditio's Mission Shon introduces himself as the owner of Eruditio, an education-first training company based in Charleston, South Carolina.Eruditio works with various industries worldwide and focuses on mentoring and training.Shon discusses the importance of mentoring in their curriculum, helping professionals transition to new roles.Eruditio is unveiling their Inspired Blended Learning Plus (IBL Plus) at the conference, which includes new resources and simulations. Adapting to Industry Changes Shon talks about the challenges of keeping educational material relevant in a rapidly changing industry.The focus is on integrating AI effectively without replacing human roles.Shon emphasizes the importance of human engagement and soft skills in the industry.Eruditio's approach includes regular updates to their curriculum and the use of new technologies to explain complex topics. Inspiring the Next Generation Shon discusses the need for edutainment to keep the attention of the next generation of professionals.Eruditio's IBL products are project-based, allowing learners to apply their knowledge in real-world scenarios.The importance of having a coach for feedback and support is...
In this solo episode, Axel breaks down three specific pieces of news and data that are directly informing how his team is thinking about multifamily investing decisions in 2026.Axel also explains why increased single-family home sales can actually be a positive signal for rental demand, why nationwide rent declines, even in historically strong markets are changing underwriting assumptions, and why investors must now treat political and regulatory risk as a core part of market selection.If you're planning acquisitions, evaluating risk, or adjusting operations heading into 2026, this episode provides a practical framework for how to interpret today's data—and what to do with it.Join us as we dive into:Why higher single-family home sales can actually support rental demandWhat this tells us about supply, demand, and realistic rent growth assumptions.How legislative and political risk is becoming unavoidable in market selectionWhy private property rights should now be treated like any other core investment metricWhy more people moving and transacting is often a sign of housing market health.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Industrial Talk is onsite at SMRP 2025 and talking to Greg Perry, Sr. Maintenance Reliability and CMMS Coach at Fluke about "Actualize Intelligence in Asset Management". Greg Perry discussed the importance of humanization in Industry 5.0, emphasizing the need to integrate actualized intelligence with artificial intelligence. He highlighted the significance of mapping workflows and the symbiotic relationship between people, processes, and technology. Perry shared insights from his 25 years of experience in computer maintenance management, stressing the importance of continuous improvement and learning. He also touched on the challenges of inspiring the next generation of asset management professionals and the role of community practice in peer review. The conversation concluded with a call to action for industry professionals to stay engaged and adapt to rapid technological changes. Action Items [ ] Publish Gregory Perry's contact information on the Industrial Talk website so listeners can reach him (post contact details on the episode page).[ ] Make LinkedIn profile available as the primary contact channel for Gregory Perry so listeners can connect directly. Outline Introduction of New Podcasts Scott introduces three new podcasts: "Ask Molly," focused on marketing and sales, "Business Beatitudes," on leadership virtues, and "The Human Patch," on cybersecurity.Emphasizes the importance of staying current in marketing and sales, and the unique approach of "Business Beatitudes" on leadership from the heart."The Human Patch" aims to highlight the human element in cybersecurity, working with Farah Barcelona. Welcome to Industrial Talk Podcast Scott welcomes listeners to the Industrial Talk Podcast, celebrating industry professionals and their contributions.Highlights the importance of the SMRP event for asset management, maintenance, and reliability professionals.Introduces Greg Perry, a legend in the industry, and sets the stage for their conversation.Greg Perry humorously clarifies his name, preferring to be called Greg. Greg Perry's Experience and Insights Greg Perry shares his 25 years of experience in attending and speaking at conferences, describing SMRP as a homecoming for the maintenance, reliability, and asset management community.Emphasizes the importance of understanding customer needs and the value of face-to-face interactions at events like SMRP.Scott and Greg Perry discuss the excitement of meeting people from various industries, such as a company that manufactures pasta.Greg Perry uses a metaphor to describe his appetite for learning and staying engaged in the industry. The Importance of Mapping Workflows Greg Perry explains the importance of mapping workflows and understanding the fundamentals of people, process, and technology.Shares an example of an engagement where a team had to map out their workflows to understand inefficiencies and improve their processes.Highlights the need for continuous improvement and learning, and the importance of not faking it till you make it.Discusses the symbiotic relationship between people, process, and technology, and the need for alignment. Challenges and Opportunities in Industry 5.0 Scott and Greg Perry discuss the challenges of inspiring the next generation of asset management professionals.Greg Perry emphasizes the importance of humanization in Industry 5.0 and the need to break down silos and connect pockets of excellence.Highlights the role of actualized intelligence versus artificial intelligence,
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