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I disavanzi pubblici creano ottimismo nelle borse e pessimismo tra i bond. È un atteggiamento giustificato, ma non bisogna esagerare, perché la spesa pubblica non andrà fuori controllo.
Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty, continued interest-rate debate, and escalating conflict in the Middle East, the markets performed relatively well in the first half of the year. So what's on tap for the rest of 2025? Look ahead with a new Market Pulse from Transamerica Asset Management, Inc., CIO Tom Wald, CFA®. Hear Tom break down expectations and offer his year-end forecasts for stocks, fixed income, the U.S. economy, international opportunities, and much more. Get insight and analysis to help pursue your investing goals for the remainder of the year and beyond. 4644906 07/25
Future Proof, which holds one of the industry's largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), and investors alike.Blue Owl's Real Assets business has over $67.1B AUM, owning over 5,600 assets and partnering with over 800 tenants. Marc founded Oak Street, the predecessor firm to Blue Owl, in 2009 with $17M AUM. Listening to Marc talk about the evolution of his career, building Oak Street, and running Blue Owl's Real Assets platform, it's no surprise to see why Marc and the firm have had success. His “myopic focus … perfecting his craft,” as he discussed in our conversation, his clarity of vision, and his ability to so clearly articulate his investment strategy and market opportunity have led to tremendous success for Oak Street, and now, Blue Owl.Marc and I had a fascinating and thought-provoking discussion that covered everything from the evolution of his firm, how and why he sold Oak Street to Blue Owl, the market opportunity in triple net lease real estate investing, why data center investing is a large market opportunity, how to build a high-performing investment culture, and much more.We discussed:The story of how Marc built Oak Street from a $17M real estate investment firm and grew it into Blue Owl's $67B AUM Real Assets platform.Breaking down the triple net lease real estate investment strategy.Why the industry “isn't even in the first inning” in the $20T addressable market in triple net lease real estate investing.Why data centers are a “once in a generation opportunity” due to capex supply / demand imbalance.How a bigger platform can help an asset manager scale its business.Why an evergreen structure can make sense and the story of how Blue Owl did so well with its triple net lease product on a private wealth platform that the private bank created their own product.The hardest part of educating the wealth channel on real estate and evergreen structures.Why private wealth is the biggest opportunity in the future. The advice Marc would give to someone trying to build the next great asset manager.Thanks Marc for sharing your wisdom, expertise, and thoughtful and nuanced perspectives on private markets and real estate.
In this podcast from the Asset Management and Investors Council (AMIC), recorded on 15th July 2025, Bob Parker and Massimiliano Castelli discussed: Highlights of the recently published UBS Annual Reserve Manager Survey New tariffs imposed by Trump and how it will evolve Growth and inflation The stability of bond market Equity markets showing strong recoveries AMIC is 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. 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. Speakers: Bob Parker is former Chairman of AMIC and Senior Adviser to ICMA. Massimiliano Castelli, PhD MSc, is Managing Director and Head of Strategy & Advice at UBS Asset Management and Co-Chair of the AMIC Executive Committee. Learn more about the work of AMIC here: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the ITIL4 4 Dimensions of Service ManagementEach 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. The firm's website is www.servicemanagement.us. 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. Also, please follow the Service Management Leadership LinkedIn page.
Thu, 17 Jul 2025 07:30:00 +0000 https://jungeanleger.podigee.io/2419-borsegeschichte-podcast-60-jahre-erste-asset-management dc177b3e76f26d634893f9d7717d913a Der Börsegeschichte Podcast Österreich als neue Facette auf audio-cd.at , denn auch an einem kleinen Markt gibt es immer was zu feiern. Heute: 60 Jahre Erste Asset Management (EAM). Hier eine kurze kompakte Reise seit 1965. Heute ist die EAM mit Standorten in Österreich, Deutschland, Kroatien, Rumänien, Slowakei, Tschechien und Ungarn tätig, die mit mehr als 510 Mitarbeiter:innen, davon rund 1/5 Investment Professionals. Die EAM ist grösster heimischer Institutioneller am Österreichischen Aktienmarkt und zudem auch Rekordsieger des Finanzblog-Awards für Österreich. https://www.erste-am.at/de/private-anleger CEO Heinz Bednar mit Botschaft: https://www.erste-am.at/de/60years http://www.boersegeschichte.at Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify http://www.audio-cd.at/apple 2419 full no Christian Drastil Comm. 114
Daniel Piechocki, Asset Management Manager Newmark Argentina @CONEXIONPARQUES 17-7-2025.mp3
Eduardo Battaglia dialogó con Paula Gándara sobre la inflación, el dólar y la nueva política monetaria.
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency's strength against a basket of six others including the pound, euro and yen, slumped more than 10% in the first half of 2025, the worst start to the year since the end of the gold-backed Bretton Woods system in 1973.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 by Ausha. See ausha.co/privacy-policy for more information.
Ryman Healthcare's share price has gone up for the first half of July, leading experts to speculate about the company's future. This follows a downturn from earlier in the year. Milford Asset Management's Jeremy Hutton explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Markus Peppler von Universal Investment bringt frischen Wind in die Welt der Oracle-Technologien. Mit seiner beeindruckenden Reise von der Business-Seite im Asset Management hin zur IT-Abteilung zeigt er, wie Oracle APEX zur bevorzugten Plattform für Business-Applikationen wurde. Markus teilt seine wertvollen Erfahrungen, angefangen von seiner Teilnahme an der ersten APEX Connect-Konferenz bis hin zur entscheidenden Unterstützung durch einen engagierten Administrator. Seine Geschichte ist ein faszinierendes Beispiel dafür, wie man durch den richtigen Einsatz von Technologie gewaltige Fortschritte erzielen kann.
Ryman Healthcare's share price has gone up for the first half of July, leading experts to speculate about the company's future. This follows a downturn from earlier in the year. Milford Asset Management's Jeremy Hutton explains further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Ever feel overwhelmed after closing on a multifamily deal? Not sure where to start—or in what order—to execute your business plan effectively?In this episode, I break down the five-step value-add process we follow after acquiring a multifamily property to our portfolio. Whether you're self-managing, have your property management firm or working with a third-party team, this framework helps you sequence improvements for maximum impact—operationally and financially.Join us as we explore:The very first thing to address before you even close on the propertyWhy tackling deferred maintenance and improving curb appeal should happen before pushing rentsHow to build goodwill with tenants before issuing rent increases or implementing feesThe most strategic time to renovate and lease units for maximum rent bumpsThe often-overlooked optimization layer that separates average operators from great ones.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.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pro Show, host Erika interviews George Knowlton, CEO of The Smile Company, who discusses his innovative approach to real estate through the Smile Philosophy, leveraging technology, and the importance of building networks. George shares insights on navigating challenges in the industry, his future goals for affordable housing, and advice for newcomers in real estate. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Tradeview Capital Founder and CEO Ng Zhu Hann tells the story of how he began his fund management company in an ultra-competitive Malaysian market and in so doing, shares the secrets of how some people make money from shares but the vast majority lose money. Zhu Hann also shares advice and tips about how to start investing plus how he is thinking about how the financial markets will perform over the next 1-2 years. Chapters 01:05 - The Transition From Employment To Starting A Business in Asset Management 03:41 - Fundraising For The Fund .. How Difficult? 05:41 - What's The Pitch? How Will You Make Money For Investors? 07:45 - What Do Older Investors Look At For Returns? 10:45 - How Tradeview Tries to Beat Index Returns and Inflation 15:55 - How EPF Addresses The Challenge of Having A Massive Fund Size 17:33 - Let's Talk About FEES .. 22:40 - How Robo-Advisories Can Offer Low Fees But What Are The Challenges? 25:20 - How Are You Thinking About the Malaysian Share Market? 28:40 - Retail Investors Need to Be Aware of 'Hot Tips', Pump 'N Dump Schemes, Syndicates 31:50 - Are The Young Coming to the Share Market? 33:37 - Malaysian Investing Faces Structural Challenges 38:50 - Rule No.1: Don't Lose Money!! 40:15 - How Would You Invest RM10,000 Today? 44:36 - Is There An Ideal Allocation Sequence or Strategy? 46:50 - Where Will Tradeview Invest in the Next 1-3 Years? 48:40 - Which Sectors Does Hann Like? 53:30 - What About Public Markets? Hann Talks HK, China, Thailand, Indonesia, Japan 1:02:10 - How Would You Advise A 50-Yr-Old To Invest His Money To Retire in 10 Years Time 1:05:53 - How Much Money Do You Need To Retire? 1:07:52 - Why Not Digital Assets Like Bitcoin?
In questo episodio: Le rotazioni settoriali stanno segnando una nuova fase nei mercati, con gli investitori che ribilanciano i portafogli in vista di possibili tagli dei tassi e benefici fiscali. Dopo un semestre dominato dal momentum, si cerca ora maggiore diversificazione e partecipazione più ampia.Le tensioni commerciali continuano a pesare sullo scenario globale, con l'inasprimento dei dazi da parte degli Stati Uniti che colpisce Europa, Canada, Brasile e anche le materie prime. L'incertezza sui tempi e sugli effetti concreti degli accordi genera instabilità, soprattutto in ambito industriale.Lo stimolo fiscale europeo, guidato dalla Germania, sta alimentando aspettative di ripresa. Nonostante le revisioni al ribasso sugli utili, i grandi piani di investimento pubblici e privati offrono una base solida per il futuro, soprattutto per le aziende capaci di trasmettere fiducia nei prossimi trimestri.In conclusione, il mercato rimane sospeso tra segnali positivi e rischi latenti. La forza degli indici non deve far dimenticare la complessità dello scenario, fatto di movimenti strutturali e politiche economiche in evoluzione. Per gli investitori, è un momento cruciale per rivalutare il proprio approccio, con una visione più attenta al medio termine e alla qualità delle scelte di portafoglio.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses Part 3 on IT Experience from the Happy Signals 2025 Benchmark Report. This episode is on the topic of experience during incidents. 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. The firm's website is www.servicemanagement.us. 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. Also, please follow the Service Management Leadership LinkedIn page.
US President Donald Trump is renewing his threats to Canada, vowing to slap a 35 percent tariff on its goods. He says he'll impose the tariff on Canadian goods starting in August. Trump's also made threats of blanket tariffs of 15 or 20 percent on most trade partners. Harbour Asset Management's Shane Solly reveals how the markets reacted. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Dylan Silver interviews Candice Crawford, a seasoned real estate investor with over 30 years of experience. Candice shares her journey into real estate, starting from her need for housing in Cape Cod to her current role in helping others achieve home ownership through creative financing. The discussion covers the evolution of Cape Cod's real estate market, the importance of financial literacy, and the various strategies for investing in real estate, including seller financing and affordable housing. Candice emphasizes the significance of building relationships in the industry and the personal fulfillment she derives from helping others. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this special and wide-ranging episode, Eric reflects on his journey through the asset management industry and the personal values that informed his decision to join L&G. "Humility is key - and I think I learned that in my upbringing," he says. Speaking with Jo McCaffrey, Chief Strategy and Product Officer for our Asset Management business, Eric also discusses his ambitions for our business, the democratisation of private markets, our approach to market volatility and why French is his favourite language but Italian is his favourite food. This podcast was recorded on 30 June, 2025. Source for percentage of pension risk transfer deals originating from existing clients: L&G 2024 full year results. All other figures cited L&G as at 30 June 2025 unless otherwise stated. For professional investors only. Capital at risk.
The Reserve Bank left the OCR on hold at 3.25 percent - with the bank claiming it was waiting for more economic data. Economists widely suspected the RBNZ wouldn't cut rates any further, and they believe there's more cuts to come. Milford Asset Management's Remy Morgan unpacked the market reactions. LISTEN ABOVESee omnystudio.com/listener for privacy information.
This year's disruptive jolt from developer DeepSeek showed that the cost of training and using AI models can be trimmed significantly. Listen to our podcast with Portfolio Manager Derek Glynn as he tells Chief Market Strategist Daniel Morris that use cases are set to expand far beyond personal assistants and chatbots to include even robotics and augmented reality glasses.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 by Ausha. See ausha.co/privacy-policy for more information.
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the essential components of financial planning, focusing on the question many people ask: 'When can I be done working?' They emphasize the importance of understanding cash flow, income planning, protection strategies, asset management, and managing liabilities and taxes. The conversation highlights the need for a comprehensive approach to financial organization, ensuring that all aspects of a financial plan work together cohesively to support a desired lifestyle in retirement. Check out our website: beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways The question 'When can I be done?' reflects engagement. Cash flow is the foundation of financial planning. Income planning involves understanding both needs and wants. Protection of income is crucial in financial planning. Assets should be managed with a focus on cash flow. Investment strategies should not solely rely on rate of return. Liabilities and taxes must be considered in financial planning. Financial plans should be reviewed and adjusted regularly. Understanding the integration of financial domains is key. A comprehensive approach leads to better financial outcomes. Chapters 00:00 The Quest for Financial Freedom 02:36 Understanding Cash Flow in Retirement 07:35 The Importance of Protection 12:33 Assets and Their Role in Retirement 17:02 Managing Liabilities and Taxes 19:44 Integrating Financial Domains for Success
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses Part 2 on IT Experience from the Happy Signals 2025 Benchmark Report. This episode is on IT Support. 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. The firm's website is www.servicemanagement.us. 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. Also, please follow the Service Management Leadership LinkedIn page.
Time's ticking for US trade partners to sign tariff deals with Donald Trump. In April, the President announced most countries, including New Zealand, would face a 10 percent minimum levy - but has delayed their implementation. This week, he's promised to send out what he's calling 'take it or leave it' letters. Harbour Asset Management's Shane Solly revealed how the markets reacted. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this epidsode of Tell Me More, Russell Horne, the manager of Facilities Energy and Asset Management at the City of Kingston discusses the municipaliy's decarbonization journey and the recent national awards they've received for their climate work. The conversation delves into the specifics of facility management, including energy efficiency initiatives, GHG emission tracking, and innovative pilot projects like the liquid desiccant dehumidification system and AI-driven fault detection diagnostics. The episode also highlights the importance of community partnerships and the role of education institutions in driving sustainability. Russell shares insights on the challenges and future plans for achieving net-zero goals, emphasizing the collaborative effort of the Facilities Management and Construction Services team.
Revolutionizing Maintenance with Digital Thinker's Asset Management Solutions Digitalthinker.com About the Guest(s): Alex Bolan is the President of Digital Thinker, leading the company's sales and marketing efforts with a deep focus on opportunity recognition and relationship building. A strong advocate for servant leadership, Alex dedicates time to fostering understanding and emotional intelligence within his team. He is a family man blessed with a son and a soon-to-be daughter. With core values rooted in God, family, and country, Alex's perspective is profoundly shaped by his experiences as a military veteran. With Digital Thinker, he champions cutting-edge enterprise asset management solutions and consultancy, striving to revolutionize manufacturing and maintenance industries through technological excellence. Episode Summary: In this engaging episode of The Chris Voss Show, Alex Bolan, President of Digital Thinker, delves into the transformative world of enterprise asset management and manufacturing efficiency. Chris and Alex explore Digital Thinker's innovative approach to optimizing assets and reducing downtime, emphasizing the importance of well-maintained equipment in the manufacturing sector. They discuss how Alex drives a vision of effectiveness and adaptability across various industries through cutting-edge solutions tailored to client needs. Throughout the conversation, Alex navigates the complex landscape of manufacturing in America, critiquing prevalent attitudes towards maintenance and asset management. He offers a refreshing perspective on the potential of technology, including AI, to augment and transform the manufacturing industry. The discussion culminates in Alex's mission to reshape operational culture and leadership strategies, highlighting Digital Thinker's impact framework designed to empower teams and maximize operational excellence. He advocates for a unified approach where asset management serves as a cornerstone of strategic decision-making in boardrooms. Key Takeaways: Enterprise Asset Management: Digital Thinker provides comprehensive solutions to enhance manufacturing efficiency by minimizing downtime through precise asset maintenance and management strategies. Cultural Shift in Manufacturing: Alex advocates for a transformation in the cultural mindset towards asset management, promoting it as vital to operational success and profitability. AI in Manufacturing: While critical of some AI applications, Alex acknowledges its potential to optimize menial tasks and improve manufacturing processes when implemented effectively. Skills Gap Concerns: As a significant demographic shift looms, Alex stresses the urgency of addressing the shortage of skilled workers in manufacturing through improved training and technology integration. Impact Framework: Alex introduces Digital Thinker's impact framework, a methodology aimed at revolutionizing operational change management and boosting effectiveness in manufacturing environments. Notable Quotes: "Asset management deserves a seat at the boardroom table. It's not just a maintenance issue; it's a pivotal part of strategic success." "AI can enhance efficiency on menial tasks but claiming it will solve all our issues is misleading. We still need human insight for complex problems." "We built an ecosystem of excellence because without maintenance excellence, operational excellence is unattainable." "Being bold and accepting failure is crucial for leadership. It's about learning and adapting quickly." "Our goal is to move past unicorn farts and butterfly dust—we're committed to providing actionable data to guide strategic decisions."
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Dylan Silver interviews Stacey Seguin, an accounting specialist who helps investors streamline their financial processes. They discuss Stacey's journey into accounting, the importance of understanding financials, and how meaningful data can drive business decisions. The conversation also delves into exit strategies in real estate and the need for a sustainable business model that allows investors to step back from day-to-day operations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
In this episode, Craig McGrouther sits down with Sawyer Zimmerman from our asset management team to discuss what really drives property performance in today's challenging market. Sawyer manages over 2,000 units across our portfolio and shares how we've revolutionized our hiring process using Culture Index assessments to find the right talent for each role. We dive into why curb appeal and maintenance teams are critical for resident retention, how our new community admin onboarding program reduces turnover, and why renewals (not new leases) are where you actually make money in multifamily. Sawyer also reveals how proper staffing can be more cost-effective than vendoring out services, and why having people "act like owners" makes all the difference in property performance. Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/ Read Rob's articles:https://www.lscre.com/blog
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include: Long-term implications from the tariffs-related volatility spike How our AFI team in Chicago is navigating policy uncertainty The approach taken by our Multi-Asset team to USD assets The outlook for private market assets – and their role in portfolios Addressing concentration risk within index and ETF strategies During the episode, Sonja Laud, our Global CIO, was joined by: Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, Asset Management, America Christopher Jeffery, Head of Macro Strategy David Barron, Global Head of Index and ETFs Rob Martin, Global Head of Investment Strategy & Research, Private Markets The speakers also offer non-consensus market views for the next six months – and share what they are planning to read and watch over the summer. The podcast was recorded on 3 July and was moderated by Max Julius, Head of Content. For professional investors only. Capital at risk.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has successfully built a wealth solutions business tailored to her firm's unique strengths, expertise, and investment track record.Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm's wealth solutions offering built out of the $85B AUM firm, Hg, that invests in enterprise software.Hg, one of the top 10 largest PE firms globally based on the PEI 300 ranking, has built an impressive investment engine focused mission-critical enterprise software companies. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Martina has been at the firm for almost 16 years. She has been an integral part of building the firm into what it is today, helping Hg grow from $2B in AUM to $85B in AUM, previously as Deputy COO and now building the Hg Wealth business. Hg's first wealth offering, Fusion, its flagship evergreen fund that provides access to non-US investors to Hg's private equity funds and co-investment opportunities, has exceeded $1B in NAV just 12 months after its launch.Martina is thoughtful, strategic, and long-term oriented when it comes to building a solution that amplifies Hg's strengths and resonates with the wealth channel. We had a fascinating discussion about how a scaled specialist like Hg can stand out in the wealth channel, unpacking the essence of who Hg is as a firm and how they've expressed who they are as they've built their wealth business.We covered:Hg's evolution as a firm.Why Hg focuses on mission-critical enterprise software companies and why it's a compelling investment thesis.Building a wealth business that fits the mission, ethos, and strategy of the firm.Understanding the complexity of evergreen funds.How Martina and team think about managing dealflow and investor demand in their Fusion fund.Learnings applied from HgTrust, the publicly listed UK investment trust, to figuring out how to educate and build brand in the wealth channel.Why does ownership structure matter when it comes to building a wealth business? How being privately owned informs how Hg builds their wealth business.Why Europe, why now?Thanks Martina for coming on the show to share your wisdom and expertise at the intersection of enterprise software, private equity, and private wealth.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 Ultimus, our Sponsor01:55 Welcome to the Podcast01:58 Introducing Martina Sanow04:36 Martina's Background and Experience05:10 Hg's Specialization in Software05:57 Building a Team and Culture06:54 Importance of Cognitive Diversity07:26 Building a Diverse Team09:28 Innovating in Wealth Business10:14 Hg's Strategic Mindset11:51 Hg's Entrepreneurial Journey12:00 Maintaining Entrepreneurial Culture13:10 Specialization in B2B Software14:47 Focus on DPI and Cash Back16:17 Criteria for A-Quality Businesses16:58 Investing in Mission Critical Software18:11 Visma Case Study19:23 Challenges and Opportunities in Europe33:13 Evergreen Structures: Impact on Investment Teams33:44 Balancing Capital Raising and Deal Flow34:13 Investment Strategies and Allocation34:54 Managing Subscriptions and Demand35:53 Balancing Wealth and Institutional Demand36:06 Privately Owned Firm Benefits36:37 Realization Committee and Evergreen Structures37:52 Long-Term Company Partnerships39:11 Liquidity Management Challenges39:55 Investor Strategies for Evergreen Funds41:40 Institutional Adoption of Evergreen Funds42:48 Evolution of Institutional Mindset43:26 Retail vs. Wealth Investors44:01 Listed Trust and Wealth Business Insights45:54 Building the Wealth Business47:29 Strategic Importance of Wealth Capital48:54 Innovation in Wealth Management49:28 Partnerships and Holistic Solutions50:58 Future of Wealth Management Products52:44 Brand Building and Education55:00 Software as a Core Investment56:19 Community and Founder Investments59:28 Value Creation and Network Benefits01:00:15 Portfolio Synergies and Acquisitions01:01:36 Concluding Thoughts and Favorite InvestmentsEditing 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 ITSM AssessmentsEach 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. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with eight acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
What if managing a 300-unit apartment complex was more like running a multimillion dollar business than simply collecting rent? In this episode of REady2Scale, Jeannette Friedrich is joined by Kayla Maack, Senior Asset Manager at Blue Lake Capital, to unpack the reality behind asset management in multifamily real estate. From fostering resident relationships to avoiding costly renovation pitfalls, Kayla brings a wealth of experience and unfiltered insight into the systems, leadership, and mindset that separate average operators from great ones. Key Takeaways: - Beyond Rent Collection: Discover the complex daily operations required to manage multifamily assets and how even small inefficiencies can have significant financial consequences. - Resident Retention Through Human Connection: Learn how consistent, compassionate communication with residents can reduce turnover and build long-term trust, even in a tech-driven environment. - The “CEO” Mindset: Understand why on-site managers should think of themselves as CEOs of multimillion dollar businesses and how that shift impacts property performance. - Leadership as Leverage: Explore how thoughtful leadership and team motivation directly translate into better resident experiences and stronger returns. - Avoiding Renovation Pitfalls: Hear how renovation tracking systems, especially those that measure cost and ROI by unit, can help prevent project delays and budget overruns. - When Management Changes Lives: Kayla shares a powerful story of how one small act of thoughtfulness changed the trajectory for a resident in crisis. This episode is essential for investors, asset managers, and anyone curious about what truly drives operational success in multifamily real estate. Guest: Kayla Maack, Senior Asset Manager at Blue Lake CapitalHost: Jeannette Friedrich, Director of Investor Relations Connect with Kayla on LinkedIn: https://www.linkedin.com/in/kayla-maack-7999354a/ Learn more at bluelake-capital.com. Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *
In this episode of The Financial Guys Podcast, Mike Lomas and Mike Sperrazza dig into the latest round of economic gaslighting, media spin, and political theater. From Biden's inflation lies and tax-and-spend schemes to corporate DEI disasters and out-of-touch elites, the Mikes lay bare the failures driving American frustration. They call out the absurdity of student loan forgiveness, the fall of trust in institutions, and why common sense has become the ultimate rebellion. It's fast, fiery, and unapologetically conservative.(00:04:29) Wealth Creation through Transparent Investment Practices(00:09:39) Sustainable Investment Strategies for Steady Growth(00:15:30) Aspiring Basketball Team Ownership: Financial Aspirations(00:25:36) Safety and Growth in Florida Business(00:28:37) Swamp-based Detention Center Initiative for Criminals(00:32:14) Impact of Government Pricing on Housing Market(00:39:37) Asset Management and Financial Success Through Planning
361Firm Briefing "Shock Averted, Now What?" & Deep Dive on "2H 2025 Tech Investing" July 1, 2025Transcript: https://361.pub/july1briefingSUMMARYThe meeting discussed the current state of the global economy and tech investing. Stephen Burke highlighted a 19% S&P 500 drop and the impact of de-escalation between Israel and Iran. He emphasized the importance of Fed independence and the potential for rate cuts. Rafiq Ahmed from Chicago Ventures discussed Midwest investment opportunities, noting a 65% valuation advantage over the West Coast. Julia Monfrini from Pace Healthcare emphasized the potential for outsized returns in healthcare tech, citing a 2.53x DPI for her fund. Nelson Stacks from Waveguide shared insights on out-licensing technology from universities. The panel also explored strategies for navigating the current venture capital environment. The meeting discussed the healthcare sector's shorter investment timelines compared to traditional tech ventures, with biotech funds completing phases in under five years. Rafiq Ahmed highlighted the growing use of DAFs in venture and PE investments. J.P. Keating shared a report on the US VC market, emphasizing Midwest trends. Spencer Walker noted MIT and Stanford's success in tech transfer. Parth Vakil praised Austin's tech innovation. The discussion also covered the challenges of secondary markets, IPO dynamics, and effective portfolio management. Upcoming events were planned in Newport, New York, Hamptons, London, and various international locations, with a focus on tax updates and manufacturing hubs. You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest
2025 is halfway over - so how are the global markets holding up, and what can investors expect for the second half of the year? Several key markets have delivered decent returns so far, but Trump's 'Liberation Day' delivered a turbulent period. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Our heroes collect dragons and robots in preparation for the assault on the crater. ____________________________ Purchase our adventures and player options for D&D 5e here: https://ghostfiregaming.com/dungeons-of-drakkenheim/ MONSTERS OF DRAKKENHEIM is 300+ pages of eldritch horror inspired monsters for 5e by the Dungeon Dudes. Coming to Kickstarter March 26th: https://www.kickstarter.com/projects/dungeondudes/monsters-of-drakkenheim-5e Join our Patreon community: https://www.patreon.com/dungeon_dudes Get our custom t-shirts: http://bit.ly/dungeondudesmerch
Charlie is founder, Chairman and Managing Partner of Kudu Investment Management and a board director of Charles Schwab. Drawing on decades of experience as a financial journalist, asset management executive, and private equity investor, he shares unique insights shaped by viewing the industry from multiple angles. In this episode, Charlie discusses the evolution of the industry and the growing role of alternative investments.
Welcome back to the Alt Goes Mainstream podcast.Today's conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry.We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in established and newly-established alternative asset managers. Across its different investment vehicles, Petershill participates in the fee income from over 200 underlying funds from alternative asset management firms that are diversified across asset class, investment strategy, and investment lifecycle.Petershill's Partner firms have well in excess of $340B in aggregate AUM and they've partnered with a number of the top firms and some of the industry's most recognizable names in the middle market and upper end of the market, including Clearlake, Francisco Partners, Permira, Accel-KKR, General Catalyst, Kayne Anderson Real Estate, Kennedy Lewis, and more.Rob and I had a fascinating conversation on GP stakes and the evolution of alternative asset management. We discussed:The what, why, and how of GP stakes.The benefits and drawbacks of GP stakes investing for GPs and LPs.What makes a great GP.The question of liquidity in GP stakes.Why Petershill has generally focused on middle-market alternative asset managers.How private markets will continue to evolve and the growing importance of the wealth channel in the evolution of asset management.Thanks Rob for coming on the show to share your wisdom and expertise in private markets and GP stakes. We hope you enjoy.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 Sponsor Message01:18 Podcast Opening and Theme02:06 Guest Introduction: Robert Hamilton Kelly03:32 Rob's Boat Racing Experience03:45 Parallels Between Boat Racing and Private Markets04:57 Current State of Private Markets05:14 Impact of Policy Changes on Private Markets06:53 Growth of the Private Markets Industry07:09 Early Days of Petershill07:26 Goldman's Role in Alternative Asset Management09:26 Valuing GP Stakes and Alternative Asset Managers10:01 Insights on Alternative Asset Managers12:36 Valuing GP Stakes13:22 Data-Driven Investment Strategies15:34 Management Fees and Performance Fees16:28 Growth and Evolution of Firms23:16 Strategic Imperatives for Growth26:15 Managerial Skills and Industry Dynamics30:55 Commercialization in Platform Management31:07 Challenges and Opportunities in Capital Raising31:53 Industry Consolidation Predictions32:29 Growth and Consolidation in Private Markets33:31 The Role of Mid-Market Firms34:15 GP Stakes and Wealth Channel Access36:12 Goldman's Unique Platform and Services37:57 The Importance of Strategic Advice39:39 Common Challenges for GPs40:33 Evolving LP and GP Stakes Dynamics40:44 Why LPs Invest in GP Stakes42:00 Income Generation and Capital Growth42:49 Diversification in GP Stakes43:05 Private Markets Exposure44:01 Entry Points into Private Markets45:07 Long-Term Exposure and Portfolio Construction47:00 Investing in Private Credit48:10 Evaluating GP Stakes Investments49:38 Data and Performance in GP Stakes52:04 Growth Path of Private Markets52:23 Valuing Alternative Asset Managers55:41 Liquidity in GP Stakes57:09 Structural Changes in GP Stakes57:35 The Evolution of Private Markets58:11 Future of Venture and Growth Sectors58:56 Private Credit Products and Market Share59:29 Maturation of Private Markets59:52 Conclusion and Final Thoughts
In this episode, Ryan Burklo and Alex Collins discuss the implications of overpaying a mortgage and explore alternative strategies for managing cash flow and financial planning in retirement. They emphasize the importance of flexibility in financial decisions, particularly regarding mortgage payments, and the role of life insurance in providing additional security and cash flow. The conversation highlights the need for strategic planning to address potential financial challenges in retirement, such as market volatility and unexpected expenses. Check out our website: beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Overpaying a mortgage may not always be the best financial decision. Flexibility in financial planning allows for better management of cash flow. Life insurance can provide both security and cash value for retirement. Retirees often fear running out of money more than death. Strategic financial planning is essential for addressing unexpected expenses. Having liquid assets can provide more options in retirement. It's important to consider taxes and insurance in financial planning. A well-structured financial plan can reduce reliance on market performance. Retirement planning should include considerations for long-term care. Effective distribution strategies can enhance cash flow in retirement. Chapters 00:00 Introduction to Mortgage Overpayment Discussion 02:46 Historical Context of Mortgage Payment Mindset 06:02 Retirement Concerns and Financial Flexibility 09:02 Alternative Strategies for Mortgage Management 12:03 Comparative Analysis of Financial Strategies 14:52 The Importance of Financial Planning and Flexibility
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses Part 1 on IT Experience from the Happy Signals 2025 Benchmark Report. This episode is the preview to the series with great nuggets thrown in. 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. The firm's website is www.servicemanagement.us. 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. Also, please follow the Service Management Leadership LinkedIn page.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Cyndee Harding, an experienced asset manager in the multifamily real estate sector. Cyndee shares her journey from a 25-year accounting career to managing multifamily properties, emphasizing the importance of community building, effective communication, and strong systems in real estate management. She discusses the challenges and rewards of asset management, the role of family in her business, and her commitment to creating safe and beautiful living spaces for residents. The conversation highlights key strategies for success in real estate investment and the value of mentorship and continuous learning. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses that you are doing service management even if you do not call it service managementEach 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. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with eight acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Chandler Nichols, Advisors Asset Management VP of ETF Development, joins Bilal Little, Director of Exchange Traded Products at the NYSE.
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Seth Rosenthal, CFA, Chief Investment Officer of Academy Asset Management. Seth shares insights from his transition from managing a $100 billion portfolio at Northern Trust to building a mission-driven investment firm focused on public fixed income and veteran employment. He discusses the origins and strategic direction of Academy Asset Management and its deep-rooted commitment to mentoring, hiring, and training military veterans. The conversation explores how Academy Asset Management leverages both Wall Street expertise and geostrategic insight from a team of over 30 retired admirals and generals to inform investment decisions—particularly in today's volatile geopolitical environment. Seth also explains why Academy Asset Management is leaning into mortgage-backed securities (MBS), how prepayment risk is evolving, and what makes the Veteran Impact ETF (VETZ) a compelling option for insurance investors. From market strategy to team culture, Seth offers a unique perspective on leading with purpose in asset management—while delivering competitive performance. Whether you're an allocator, an insurance investor, or an advocate for veteran employment, this is an episode worth hearing.
Think you have to be a GP to succeed in real estate? Think again. In this no-fluff episode, I break down the four real levers that determine your success in multifamily: time, experience, education, and capital. Whether you're short on cash but loaded with hustle—or sitting on capital but strapped for time—you'll discover exactly where you fit in this game. I'll show you how to build wealth without burning out, why being the face of the deal isn't always the smartest move, and how to play your role like a pro. ✅ How to know if GP is right for you ✅ Why LPs might have the real edge ✅ The hybrid roles that most investors overlook ✅ What's killing your momentum before you even start Stop following Instagram gurus blindly. Start building a real plan that matches your actual life.
In this episode of Absolute Trust Talk, host Kirsten Howe examines the estate complications following One Direction member Liam Payne's tragic death in Argentina in fall 2024. At just 30 years old, Payne left behind a $32 million estate—but no will. His complex assets include performance income, solo artist earnings, brand deals, music publishing rights, and venture investments. Without estate planning, his 8-year-old son Bear becomes the sole intestate heir, inheriting the full amount at age 18. Kirsten analyzes the cascading problems: massive probate fees (at least $376,000 in California), no designated asset management for the minor child, potential displacement of Payne's live-in girlfriend, substantial estate taxes on $18 million (a 40% rate), and no provisions for parents or siblings. This case illustrates how even young, successful individuals require comprehensive estate planning to safeguard their loved ones and preserve their wealth. The key lesson: don't die intestate—unexpected death can happen at any age, making proper planning essential for anyone with assets and people they care about. Time-stamped Show Notes: 0:00 Introduction 0:57 Listen as we discuss the untimely passing of Liam Payne and his $32 million estate with complex assets and no will 2:16 While Liam is a citizen of the UK, we're going to analyze his case as if it were under California law, and why probate is problematic for large estates 3:19 The massive cost of probate: $376,000+ in statutory fees alone for complex assets such as those like Liam's 4:33 Estate Planning Lesson #1: No chosen asset management for minor child - court appoints ex-girlfriend and music lawyer 5:52 Estate Planning Lesson #2: 18-year-old inheritance age - few parents think this is appropriate for $32 million 6:35 Estate Planning Lesson #3: No provisions for other family members - parents, siblings get nothing 7:24 Estate Planning Lesson #4: Live-in girlfriend faces potential eviction with no inheritance rights 8:16 Estate Planning Lesson #5: Massive estate tax liability - 40% on $18 million could have been minimized 9:16 Key takeaway: Estate planning is essential at any age when you have assets and loved ones
Many business owners purchase insurance without truly understanding what they're buying or what critical coverage they might be missing. Host Kirsten Howe addresses this knowledge gap by welcoming Dean Myers, owner of Core Insurance Agency, to reveal the fundamental insurance coverage every business owner needs before opening their doors. Dean, who specializes in errors and omissions insurance for lawyers, accountants, doctors, and professional trustees, breaks down the three critical pillars of business insurance: workers' compensation, general liability, and property insurance. As the first installment of a multi-part series, the focus centers on the absolute basics that form the foundation of any solid business insurance strategy. Dean demystifies workers' compensation requirements in California, explaining why it's legally mandatory even for part-time employees and how the no-fault system protects both employers and workers. The conversation explores the role of general liability insurance in protecting against third-party claims, encompassing a range of incidents, from slip-and-fall accidents to product liability issues. It explores the comprehensive coverage of property insurance, including business interruption and extra expense provisions. Whether you're a solo practitioner considering your first employee or an established business owner reviewing your coverage, the discussion provides crucial insights into protecting your business from day one. Time-stamped Show Notes: 0:00 Introduction 2:12 Meet Dean Myers, founder of Core Insurance Agency and specialist in professional liability coverage. 3:04 Listen in to learn about the three non-negotiable insurance pillars every business needs, plus why California law demands workers' comp coverage even for your first part-time employee. 5:04 Workers' comp is identical across all carriers by law, but the "no-fault" system means injured employees can never sue you. 7:06 Did you know? Injured workers typically receive only two-thirds of their salary because insurance companies aim to incentivize their return to work. 9:27 Office workers pay vastly different premiums than construction crews, and your claims history can earn you substantial discounts or painful penalties. Here's what you need to know. 10:02 Pro Tip: Insurance companies often offer free risk management consultations that many businesses overlook, potentially missing out on significant premium savings. 14:20 Next, Kirsten and Dean discuss understanding the difference between premises coverage and products liability, which can help you avoid accidentally choosing the wrong protection. 15:51 Property insurance covers everything from meteor strikes to water damage, but the real goldmine is business interruption coverage. 17:31 Business interruption pays your lost revenue and employees' salaries when disaster shuts you down, plus covers temporary facilities while you rebuild.
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I'd trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.Learn more: http://www.retirewithbam.com/Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-fears-about-retirement-planning
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