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For the first time in a geopolitical crisis, bitcoin held its ground while safe havens faltered. But can it keep holding if the VIX moves from yellow to red? --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. What you need to do: Click the links below. YouTube Apple Spotify X Smash Follow or Subscribe.
In this episode of the Planet MicroCap Podcast, I spoke with John Petrides, Portfolio Manager at Tocqueville Asset Management. We take a step back and examine the broader market landscape—from record concentration in mega-cap tech to the evolving AI investment thesis and the growing geopolitical and fiscal risks shaping today's capital markets. We discuss why the S&P 500's historic concentration may be creating hidden risks for passive investors, how the AI story is shifting from infrastructure providers to real-world adopters across industries, and why geopolitical flashpoints like Taiwan could represent the market's most significant systemic risk. We also explore the implications of rising U.S. deficits and higher interest rates for fixed income investors, and why the growing valuation gap between large-cap tech and the rest of the market may be setting the stage for renewed opportunity in small and micro-cap stocks—particularly those with strong balance sheets and exposure to hard assets like energy and critical minerals. We mention several companies and sectors during this conversation, and I'm not a shareholder in any of them. For more information about Tocqueville Asset Management, please visit: https://tocqueville.com/ Chapters: 00:00 Introduction and Market Landscape Overview 01:00 Market Surprises Since Spring 2023 02:09 Impact of AI Spending and Geopolitical Risks 03:10 Market Concentration and Sector Valuations 04:07 Opportunities in Healthcare and Small Caps 05:08 Portfolio Construction Amid Macro Uncertainty 06:05 International Diversification and Valuation Dispersion 07:02 Market Narrative Cycles and Signal Filtering 07:59 Long-Term Investing Principles and Market History 09:03 Market Structure and Price Discovery Risks 10:07 Key Market Mispricings and Sector Disconnects 11:06 Government Involvement and Sector Evaluation 12:04 Opportunities in Undervalued Sectors and Small Caps 13:02 Discipline and Focus in Rapid Information Environments 13:56 Fundamental Signals for Microcap Investment 15:07 Institutional Ownership and Market Movements 16:05 Impact of Government Actions on Market Sectors 17:04 Risks in Geopolitics and Long-Term Bonds 18:00 Microcap Market Inefficiencies and Opportunities 18:59 Market Disconnects and Investor Attention 19:57 AI Spending and Geopolitical Risks Revisited 20:53 Valuation Opportunities in Low-Margin Businesses 21:54 Underappreciated Risks: Taiwan and Capital Flows 23:06 Macro Trends and CapEx Quality Concerns 24:04 Microchip Supply Chain and Geopolitical Tensions 25:02 Interest Rates, Deficits, and Fiscal Risks 26:03 Active Bond Strategies and Long-Term Risks 26:59 Underestimated Geopolitical and Market Risks 27:46 AI CapEx and Cost Structure Risks 29:05 Microcap Liquidity and Institutional Flows 30:06 Signals of Institutional Interest in Microcaps 31:03 Fundamental Analysis for Microcap Selection 31:59 Emerging Themes in Microcap Space 32:49 Building Resilient Portfolios in Volatile Markets 34:10 Sector Opportunities in Rare Earths and Energy 34:52 Market Discipline and Investor Focus 35:52 Staying True to Investment Principles 37:04 Lessons from Market Crises and Capital Preservation 38:04 Aligning Portfolio with Investor Goals 39:00 Key Principles for Navigating Market Uncertainty 40:05 Final Thoughts and Contact Information Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events. The purpose of this conversation is for informational and educational purposes only and should not be construed as a recommendation to purchase or sell any security. Planet MicroCap Holdings LLC and MicroCapClub LLC are not registered investment advisors. Planet MicroCap Holdings LLC, MicroCapClub LLC, its partners, contractors, members, subscribers, guests, and affiliates may or may not hold positions in one or more of the securities mentioned on this program and may trade in such securities at any time. Do your own due diligence and seek counsel from a registered investment advisor before trading in any security.
Pascal Wagner interviews Gary Lipsky about rising interest rates that are thickening the market, causing fewer deals to hit the shelves but creating a golden window for strategic investors. Gary breaks down the real impact of interest rate hikes, market absorption, and the increasing influence of geopolitical factors like deportations plus what these mean for property valuations and rental demand. You'll discover how sophisticated operators are navigating the complexities of financing, balancing asset management, and making tough decisions like capital calls, all while maintaining operational excellence. Gary Lipsky Current role: President/CEO of Break of Day Capital Based in: Manhattan Beach, California Where to find them: hhttps://www.linkedin.com/in/gary-lipsky/ http://www.BreakofDayCapital.com Visit trustetc.com/bestever for more info. Book your free demo today at bill.com/bestever and get a $100 Amazon gift card. Visit www.tribevestisc.com for more info. Try QUO for free PLUS get 20% off your first 6 months when you go to quo.com/BESTEVER Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at www.bestevercommunity.com Podcast production done by Outlier Audio Learn more about your ad choices. Visit megaphone.fm/adchoices
It all comes back to the DNA.The firms that know who they are will know who to be.You can learn a lot about an investment firm by listening to what they say.Alt Goes Mainstream's AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.The first season of The DNA stars EQT. In Stockholm, at EQT's AIM this past summer, I sat down for conversations with nine EQT executives.Each executive came from different parts of the firm — and different parts of the world.Each had fascinating backgrounds and stories about how they ended up in private markets and worked to build EQT.But there was a single throughline threaded throughout all of the discussions: the consistency and frequency that each executive talked about the firm's mission, vision, culture, and values.That's why it all comes back to the DNA.Episode 3 features EQT's Lennart Blecher.Lennart Blecher joined EQT Partners in April 2007 and is the Chairperson of EQT Real Assets.Lennart holds a Master of Law degree from the University of Lund, Sweden and has studied at the University of Dallas, Texas - Academy of US & International Law.Prior to joining EQT Partners, Lennart was from 2004 to 2007 Managing Director and Senior Banker in the investment bank of Unicredit/HypoVereinsbank in Munich. From 2002 to 2004, Lennart was Managing Director at GE Commercial Finance in London.Between 1987 until 2002, he held various position in the ABB Group, in Zurich such as General Counsel for the ABB Financial Services Group, President and Business Area Manager for ABB Structured Finance and ABB Equity Ventures.Lennart has held various non executive positions in European banks and reinsurance companies. Lennart is a member of the EQT Executive Committee and is a Chairperson of the Infrastructure Partners Investment Committee.Please enjoy this conversation with one of the industry's leaders in Lennart Blecher.You can stream all the episodes on AGM's YouTube channel at AltGoesMainstreamAGM.Show Notes00:00 Why the DNA Matters01:04 Meet EQT and Lennart Blecher01:40 From Law to Industry05:40 Building EQT Infrastructure09:44 Infrastructure Megatrends11:01 Old vs New Infrastructure12:45 Digital Energy Convergence14:56 Active Ownership Playbook16:26 Scale and Credibility17:43 Wallenberg Values Culture20:05 Educating Investors21:29 Who Owns Assets Long Term22:47 Platform People Limits23:44 Doing Good Good Business24:34 Underwriting People Culture25:18 Closing Thoughts
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the possibility of rethinking our current support model that was developed decades ago.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Breakthrough ideas can look wrong at first. They challenge long-held assumptions and step away from consensus. They can test popular thinking. They can test conviction. But over time, they reshape the world and deliver better outcomes. That’s the power of Black Sheep Thinking. For over 20 years, Camissa Asset Management has invested differently – looking up and far ahead, thinking unconventionally, and moving away from the herd. And that approach has delivered better outcomes for investors. Each week on the Afternoon Drive, in Black Sheep Thinking – powered by Camissa Asset Management – we’ll share the stories of people who chose a different path, and this week’s story comes from the world of sport… Afternoon Drive with John Maytham is the late afternoon show on CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic, and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 to 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this solo episode, Axel reflects on the 10-year anniversary of his very first real estate deal, a 3-unit property he found on Craigslist back in March 2016 and extracts four powerful lessons from that experience. While the deal didn't go as planned, the education it delivered shaped every successful investment that followed.Axel also walks through the specific challenges that deal presented: private utilities, financing complications, the realities of self-managing as a first-time investor, and the emotional difficulty of embracing uncertainty. He frames each setback as a teachable moment that applies whether you're buying your first duplex or scaling to 100+ units.This episode is designed to help both new and experienced investors think more strategically about exit liquidity, debt structure, professional leverage, and the mindset required to grow through uncertainty.Join us as we dive into:Why Axel's first deal — a 3-unit FSBO found on Craigslist — didn't go as plannedThe hidden liquidity trap of private utilities (dug wells, undersized septics) and how they shrink your buyer poolWhy you must understand your takeout financing before you close — especially with private or bridge debtThe real cost of self-managing too early and why hiring a property manager on deal one can actually accelerate your learningHow to embrace learning on the fly without letting perfectionism delay your first (or next big) moveWhy even a "bad" first deal can be the foundation for everything that followsAre 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
Join the Members Club waiting list HEREIn this episode, I continue the Commercial Property Acquisition Strategy Framework with Lens Four: Asset Management Levers.So far, the framework has covered:Lens One: Strategy Fit — should this asset exist in the portfolio?Lens Two: Financial Structure — how should the deal be funded so it remains resilient?Lens Three: Risk Position — what exposure am I actually taking?Now I move to the next question: what control do I have to improve this asset?Many investors assume returns come from market growth or yield compression. But in commercial property, a significant portion of value is created through active asset management.Asset management levers are the actions an investor can take to improve income, strengthen tenant quality, extend lease terms, and increase the overall stability and value of a property.Using the ongoing example of 91–92 Darlington Street in Wolverhampton, I explore what those levers might look like in practice. The ground floor retail unit is currently vacant, creating an opportunity to select a new tenant, set appropriate lease terms and improve the property's income profile. The upper floors also present potential opportunities when lease events occur, allowing rents, tenants and lease structures to be reviewed.These are examples of control within the asset itself.Deals with no asset management levers rely almost entirely on market conditions to improve. Deals with multiple levers allow the investor to create value through deliberate action.Lens Four asks a simple but powerful question:If the market does nothing for the next five years, do I still have ways to improve this asset?If the answer is yes, the investment becomes far more resilient.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses cybersecurity/information security.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
There's growing concerns about the economic impacts of the war in Iran. Crude oil prices have topped $100 US dollars a barrel for the first time since 2022 - and our petrol prices surged another 14 cents over the weekend. Harbour Asset Management's Shane Solly says these attacks are directly impacting key fuel sources, which has got economists worried about future prices. LISTEN ABOVESee omnystudio.com/listener for privacy information.
There's growing concerns about the economic impacts of the war in Iran. Crude oil prices have topped $100 US dollars a barrel for the first time since 2022 - and our petrol prices surged another 14 cents over the weekend. Harbour Asset Management's Shane Solly says these attacks are directly impacting key fuel sources, which has got economists worried about future prices. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this episode of the Supply Chain Ambassador Podcast, host Bruno sits down with Christine Lamarche, Director General of Procurement, Material Management and Asset Management at the Royal Canadian Mounted Police (RCMP). Christine shares her career journey from FSWEP student to executive leadership, offering insights into procurement, supply chain management, and the critical role of material management in government operations. Her team supports major national programs including the RCMP National Fleet Program, Policing Assets Program, and procurement service delivery across Canada.
09 Mar 2026 - Cameron Window, Executive Director in IAM Capital Markets, discusses interest rate expectations in bond markets in an interview recorded in late February.
Industrial Talk is onsite at SMRP 2025 and talking to Nancy Regan and Corey Dickens about "The future of operational excellence". Scott Mackenzie introduces Elevotec ERP, EAM, and business intelligence solutions on the Industrial Talk Podcast. The episode features Nancy and Corey, industry veterans discussing their careers in reliability and maintenance. Nancy, with 27 years of experience, emphasizes the importance of mentorship and simple explanations in reliability. Corey, with 13 years in the Navy and industry, highlights the need for leadership, mentorship, and workforce development. They stress the importance of overcoming comfort zones, embracing failure, and leveraging technology while maintaining foundational skills. Both advocate for inspiring the next generation and the value of conferences like SMRP for professional growth. Outline Introduction to Elevotec and Industrial Talk Podcast Scott introduces Elevotec, highlighting their ERP, EAM, and business intelligence solutions.Scott thanks listeners for joining the podcast, celebrating industrial professionals and their contributions.Scott mentions the SMRP 33 conference in Fort Worth, Texas, and introduces guests Nancy and Corey. Backgrounds of Nancy and Corey Scott asks Nancy and Corey to introduce themselves.Nancy shares her 27-year journey in reliability-centered maintenance (RCM) and her passion for the field.Corey discusses his 13-year career in maintenance and reliability, starting in the Navy and transitioning to the industrial sector.Both guests highlight their experiences and the impact of mentorship on their careers. Challenges and Opportunities in Mentorship Scott emphasizes the importance of inspiring the next generation and addressing the skills gap.Nancy stresses the significance of mentorship and the impact of her mentors, particularly John Mowbray.Corey talks about the need for vision, leadership, and ongoing support to develop talent.Both guests agree on the importance of mentorship and the role of experienced professionals in guiding the next generation. Inspiring the Next Generation Corey discusses the need for workforce development, including training and recruitment efforts.He highlights the importance of mentorship and the role of military veterans in the workforce.Nancy shares her approach to simplifying complex concepts to make them accessible to new professionals.Both guests emphasize the need for practical experience and the value of hands-on training. Overcoming Comfort Zones and Embracing Failure Nancy talks about the importance of getting out of one's comfort zone to achieve personal and professional growth.Corey shares his experience with failure and how it has shaped his approach to leadership and problem-solving.Both guests discuss the challenges of middle management and the need for effective leadership.They emphasize the importance of embracing failure as a learning opportunity and not being afraid to take risks. The Role of Technology and Certification Corey discusses the role of technology in training and developing the next generation of professionals.He highlights the importance of certification programs like the Certified Maintenance and Reliability Technician (CMRT).Nancy shares her approach to explaining complex concepts using simple analogies.Both guests agree on the need for a balanced approach to technology and traditional training methods. Final Thoughts and Contact Information Scott thanks Nancy and Corey for their insights and encourages listeners to reach out to them for mentorship and guidance.Nancy provides her contact information and mentions her availability on LinkedIn.Corey also encourages listeners to connect with him on LinkedIn for further discussions.Scott wraps up the podcast, emphasizing the importance of attending conferences like SMRP to network and learn from industry professionals. If interested in being on the Industrial Talk show, simply contact us and let's have a quick conversation. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2026. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! NANCY REGAN'S CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/thenancyregan/ Company LinkedIn: https://www.linkedin.com/company/theforceinc/ Company Website: https://theforceinc.com/ COREY DICKENS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/coreydickens/ Company LinkedIn: https://www.linkedin.com/company/brightlysoftware/ Company Website: https://www.brightlysoftware.com/ PODCAST VIDEO: https://youtu.be/Fu54DdXmA9g THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Hexagon: https://hexagon.com/ Arduino: https://www.arduino.cc/ Fictiv: https://www.fictiv.com/ Hitachi Vantara: https://www.hitachivantara.com/en-us/home.html Industrial Marketing Solutions: https://industrialtalk.com/industrial-marketing/ Industrial Academy: https://industrialtalk.com/industrial-academy/ Industrial Dojo: https://industrialtalk.com/industrial_dojo/ We the 15: https://www.wethe15.org/ YOUR INDUSTRIAL DIGITAL TOOLBOX: LifterLMS: Get One Month Free for $1 – https://lifterlms.com/ Active Campaign: Active Campaign Link Social Jukebox: https://www.socialjukebox.com/ Industrial Academy (One Month Free Access And One Free License For Future Industrial Leader): Business Beatitude the Book Do you desire a more joy-filled, deeply-enduring sense of accomplishment and success? 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We are excited to welcome a friend of the show, Brent Sullivan of The Tax Alpha Insider. We discuss all things Tax Alpha as the investment puzzle is different when it comes to taxable investors. I have been fortunate to have known Brent since the very beginnings of his Tax Alpha Insider Newsletter, a highly successful, focused publication in the wealth management space. I often say that he could become the Michael Kitces of Tax Alpha. Brent is also behind the first Tax Alpha Conference, Basis Northwest, in Seattle on May 28th and 29th, which I will be attending. Brent has an interesting career background, both corporate and entrepreneurial. As mentioned before, he is the Founder of The Tax Alpha Insider, as well as the Basis Northwest Conference. He was also a Software Engineer at Parametric, who is the godfather of direct indexing. Before that, he worked in Investment Banking and Asset Management. Brent holds a Masters of Engineering from Cornell University (Financial Engineering/Statistics), as well as a Bachelor of Science in Mathematics from the University of California, Riverside. In this episode, we discuss all things Tax Alpha, as this is our first interview with Brent. We talk about the reasons he decided to launch this, why Tax Alpha is important now, and how this is one of the best times in history to be a taxable investor with all of the tools available. We discuss everything from householding/asset location, to direct indexing, to tax-aware long-short, buffer ETF's, 351 exchanges, advisor launched ETF's, assets that shouldn't be used for taxable investors, collars/variable prepaid forward contracts, heartbeat trades/ETF share classes, box loans, tax alpha as a volatility buffer, trader funds, etc. We also discuss the impact of AI on advisors and taxable investing, as well as taking the other side, why not just pay the taxes and keep things simple. Today's hosts are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & co-host Chris Cannon, CFA (CIO/Principal, FirsTrust). Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com Learn more: https://www.taxalphainsider.com/ https://www.basisconf.com/
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into what it takes to start, build, and scale an alternative asset manager.We sat down in Stable Asset Management's London office with Erik Serrano Berntsen.Erik is the CEO of Stable, where he defines and executes the firm's investment strategy. Stable is one of the largest and most tenured GP stake builders globally. The firm manages around $5B in assets and has built over 40 firms since 2006.Stable makes strategic seed and acceleration investments to launch and scale alternatives GPs across public and private markets. With offices in New York, London, and Palm Beach, the firm backs investment firm Founders who understand that extraordinary performance requires building exceptional organizations.Committed to education as a catalyst for change, Erik supports the LSE Alternative Investments Conference — the world's largest student conference for alternatives, which is how we met 16 years ago — as well as Girls Who Invest and Girls Are Investors. Stable backs 100 Women in Finance and is a Founding Partner of the 10,000 Interns Foundation.Erik holds a BA in Politics, Philosophy, and Economics from Keble College, Oxford, and an MBA with honors and a concentration in Finance from the University of Chicago Booth School of Business.Erik and I had a fascinating conversation about what it takes to be a great investor and build a unique investment firm. We discussed:How the business of asset management has evolved since 2006.The incentives gap between LPs and GPs — and how that evolves as GPs scale.How GP seeding and GP stakes can be a solution to LP / GP misalignment.How to discern a manager's “edge" and how “edge” can change with firm growth.The most non-obvious trait that makes for a great asset management founder.The nuances of evergreen structures and which strategies might be better suited for evergreen structures.The merits of the GP stakes investment strategy for LPs.Thanks Erik for sharing your wisdom, expertise, and passion about GP stakes and asset management.Show Notes00:00 Likeability Wins00:37 Welcome to the Alt Goes Mainstream Podcast01:50 Introduction to Erik Serrano Berntsen and Stable04:08 Why the Name Stable06:26 From Benchmarks to Solutions05:31 Branding as Alts Evolve08:11 Stable's Two Market Gaps08:47 Fixing LP / GP Misalignment09:29 GP Stakes Alignment Model09:59 Non-Market Risks vs. Operating System11:15 How Edge Changes with Scale14:06 Three Edges to Underwrite16:18 Founders Think in Decades19:53 Timing Cycles and Strategy Drift23:31 Seed vs Acceleration Playbook25:39 Evergreen Capital Goes Mainstream29:01 Smaller Managers Winning Evergreen31:19 Wealth Channel Core vs Specialist33:25 Evergreen vs Drawdowns Debate34:03 Evergreen by Asset Class35:47 GP Stakes Lifecycle 38:29 Picking Tides and Boats39:03 Specialist Strategy Edge40:15 Podshopification in Private Markets41:55 What Drives New GP Formation44:52 Self Awareness as Edge46:31 Always Be Sourcing48:23 Founder to Founder Trust50:37 Lessons Running Stable53:23 Building the GP Operating System59:00 Capital as a Service01:01:43 Stigma Fades in GP Stakes01:05:18 How to Spot Manager Edge01:08:47 Founders to Emulate01:10:35 Communication and Closing ThoughtsA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing 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 leadership decision-making.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Dag 6 van de oorlog in Iran. Volgens het Witte Huis gaat het prima, maar het is ook de dag dat er (nog steeds) zorgen zijn om de hoge olieprijs. Beleggers wereldwijd vrezen toch dat het de inflatie gaat aanwakkeren. Met alle gevolgen van dien.Deze aflevering kijken we of deze oorlog een 'forever war' wordt en wat dat voor jouw beleggingen betekent. Ook of je je nu al moet wagen aan de 'buy the dip' van analisten van Citi.Ook gaat het deze aflevering over een van Hollands meest bekende techbedrijven. TomTom! Dat ziet oprichter én ceo Harold Goddijn vertrekken. Hij vindt het tijd voor nieuw leiderschap. Tijd om voor ons de balans op te maken: wat heeft hij in die 25 (!) jaar als ceo voor het bedrijf betekend? En kan TomTom nog een keer 25 jaar mee?Hoor je ook over de fabelachtige cijfers van Broadcom (dat de verkoop van AI-chips denkt te vervijfvoudigen), over het record van Boskalis en over de teleurstellende cijfers van China.Ook in deze aflevering: analistenpraatjes. Zogeheten pre-close calls tussen analist en bedrijf beïnvloeden de beurskoers, zegt de AFM. Maar het grijpt niet in. Tot woede van de VEB. Te gast: Erik Mauritz van Trade Republic BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Volatility in financial markets has made money market funds a preferred asset allocation tool. Investors looking for a high-quality strategy with no exposure to financials and other corporates, a stable net asset value, and strong liquidity should consider public debt constant net asset value (CNAV) money market funds.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.
Marathon Asset Management Chair and CEO Bruce Richards explains why he thinks highly-leveraged software default rates could surge and discusses where he is finding investment opportunities on "Bloomberg Open Interest."See omnystudio.com/listener for privacy information.
There's been growing concerns about what the ongoing crisis in the Middle East could do for petrol prices. There's fears Kiwi motorists will soon pay the price at the pump over the escalating conflict, and retailers have been warned not to take advantage of the conflict. Milford Asset Management expert Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
¿Por qué lanzar un fondo de private equity? Lo vemos con Eduardo García-Oliveros, director de Private Equity, de Anta Asset Management.
In this episode of Meet the Investor, Joey Mouracadeh talks to Luke Cummings, Founder and CIO of Harvest Lane Asset Management, about merger arbitrage. They discuss the history of the business, how Luke came into this strategy, why opportunities exist even after a deal hits the news, what can go right and wrong between announcement and completion, and how Luke's team generates returns without trying to pick market direction. Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses tool implementation.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
The recent conflict in the Middle East has sparked concerns about the wide-reaching implications for the global economy. The US and Israel launched strikes at Iran over the weekend, killing Ayatollah Khamenei - and Iran has since launched strikes from Tehran. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
We'd love to hear from you. What are your thoughts and questions?In this conversation, M.C. Laubscher discusses the importance of liquidity in wealth building and preservation. He shares his journey as an investor, the lessons learned about cash flow, and the misconceptions surrounding liquidity. The discussion emphasizes that true wealth is not just about accumulation but about strategic freedom, resilience, and stewardship across generations.Main Points:Wealth is about sovereignty, resilience, and long-term optionality.Lack of liquidity can lead to a loss of freedom and identity as an investor.Investors often misunderstand liquidity as idle capital.Liquidity is essential for managing seasonal business fluctuations.Having access to cash can prevent forced asset sales during downturns.The concept of JOMO (joy of missing out) can help investors avoid FOMO.Liquidity allows for better risk management and control over investments.Selling assets can trigger taxable events, making liquidity planning crucial.Multi-generational wealth requires careful liquidity planning to avoid financial strain.Family banks can provide liquidity and support for future generations.download a free e-book and audiobook at www.getwealthyforsure.comConnect with M.C. Laubscher:mc@producerswealth.comproducerswealth.comhttps://www.linkedin.com/in/mclaubscher/https://www.facebook.com/producerswealth/https://www.instagram.com/producerswealthhttps://x.com/mclaubscherhttps://www.youtube.com/@cashflowninjahttp://tiktok.com/@mclaubscher
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into how data and market structure are shaping private markets.We sat down in MSCI's New York office with Luke Flemmer, the Head of Private Assets at MSCI to discuss how standardization and normalization of data can help bring efficiency, transparency, and liquidity to private markets.Luke brings a unique perspective to private markets. He was previously Managing Director, Head of Digital Strategy for Alternative Investments at Goldman Sachs Asset Management, and was Co-Founder and CEO of Lab49, a global solutions provider of investment and risk technology to asset managers and investment banks.When the ION Group acquired Lab49, Luke became Co-Head of ION's Capital Markets Division, delivering software and solutions to the group's global financial services customer base.Earlier in his career, Luke worked in the fields of robotics and artificial intelligence. He is a CFA charterholder.Luke and I had a fascinating conversation about private markets market structure and how MSCI is playing a role in driving standardization, normalization, and transparency of data in private markets. We covered:Parallels to market structure evolutions in equities, fixed income, FX, and derivatives.Tradeoffs of transparency for private markets participants.What it will take to build transparency and price formation in private markets.Where investors will still be able to find durable alpha.What standardization and normalization of data means for secondary markets.Analogies between Greek mythology and private markets.How secondaries has gone from a trade to a portfolio management tool.How index creation will impact private markets.Thanks Luke for sharing your wisdom, expertise, and passion at the intersection of private markets and market structure.Show Notes00:00 “Data Wants to be Free”00:28 Welcome to the Alt Goes Mainstream Podcast01:02 Sponsor Spotlight: Ultimus Fund Solutions01:57 Private Markets, Data, and Market Structure02:17 Meet MSCI's Luke Flemmer04:26 From Robotics to Finance: Automation Needs Standardization05:18 Fixed Income's Transformation: From Trading Floors to E-Trading06:42 Connecting the Data Across the Lifecycle07:58 Harmonized Data → Transparency → Liquidity08:44 Scaling vs Information Asymmetry10:38 What More Transparency Does to Returns and Alpha11:15 Benchmarking Privates Like Publics: PMEs and Comparable Data12:35 Manager Skill and Illiquidity Premium14:14 Company-Level Data & Bilateral Origins16:19 The Ship of Theseus Parable and Should Privates Become Public?23:17 COVID, Denominator Effect, and LP Scrutiny23:50 The New Baseline for Private Funds24:15 Wealth Channel Tailwinds and the Rise of Active LP Portfolio Management25:23 Using Public Liquidity to Balance Private Illiquidity26:15 The 85/15 Public-Private Index: Why Blend Public Equity with Private Equity27:16 Daily Pricing Private Equity: Solving the “Stale Marks” Problem28:15 Smoothing, Stickiness and Forced Secondary Sales29:20 What Tech/Data You Need to Nowcast PE Daily (and What's Still Missing)30:31 Price Formation Feeding Better Indexes31:34 From Secondaries to Derivatives: Lessons from Fixed Income NAVs33:14 Building Trust in Private Benchmarks: Data Scale and Adoption Over Cycles33:53 Unlocking 401(k)s: What Must Be True for Wealth to Go Big in Privates37:05 Liquidity, Suitability, Risk & Factor Decomposition39:05 Durable Private Markets Alpha (and the Index Question)41:51 Standardizing the Language: Defining “Liquidity” and MSCI as the Connective Tissue (Wrap)A Word from Our Sponsor, Ultimus This episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing 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 four ingredients for an awesome CMDB.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credit, about the outlook, investor demand, and promising sectors and industries.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.
Key Topics Covered: 1. Design as Custodianship, Not Decoration Julian explains that design is about how a property works, not just how it looks in photos. He links design to long term wealth planning: like pensions, it's too important to leave entirely in someone else's hands. The goal is performance over years: easy lettings, happy tenants, fewer repairs, and a product that holds value. 2. The Big Mindset Shift: Property Is a Business and a Product Julian challenges the word “investment” and suggests landlords are really buying a business. Each property is a living, breathing product that gets used, abused, and needs managing. If you don't treat it like a business, it can quietly become a liability over five to ten years. 3. How Properties Become Liabilities Over Time Poor design and poor maintenance create a snowball effect: worse condition attracts worse tenants, which accelerates deterioration. Julian shares examples of developments becoming hard to sell or even “unmortgageable” due to maintenance and management issues. Legacy matters: many children don't want property, so dumping a problematic asset onto them creates stress, not wealth. 4. Why You Can't Abdicate Design to Architects and Builders Plans can pass planning and building regs but still be awful to live in. Common issues include impractical layouts, no storage, poor kitchen design, and bathrooms that don't function properly. Julian introduces the “good, fast, cheap” triangle: you can pick two, but not all three, and landlords pay the price later if they chase cheap and fast. 5. Practical Design Thinking for HMOs and High Use Properties In HMOs, the room is the tenant's home, so it must support multiple functions, not just sleep. Flow matters: kitchens, waste, smells, and shared spaces can make or break tenant experience and long term value. Lighting and electrics are often done to a builder's default spec, but that can create uncomfortable living and higher churn. 6. Serviced Accommodation Is an Experience Business Short stay guests want something boutique and memorable, not copy and paste. Julian recommends living in your serviced accommodation for a week to spot friction points: heating controls, WiFi, TV, keys, lighting, and usability. Service quality affects reviews, and reviews affect profitability. He references research suggesting superhost status can significantly lift margins. 7. The Commercial Upside: Small Design Changes, Big Profit and Value Gains Julian shares an example where improving presentation helped increase rent by £150 per month, which translated into a major profit uplift. He highlights how many landlords don't know their true profit margin, and confuse turnover with profit. Improving existing assets often delivers faster ROI than buying new ones, especially if older stock is dragging performance down. 8. How Julian Helps Investors: Training and Hands On Support Julian trains investors to become “design aware” and “design led” without needing to be designers. He offers remote consults (including Zoom based reviews), layout planning, electrical plans, materials specs, and project support via WhatsApp. His core message: be involved, be informed, and take control of the decisions that shape income and maintenance. Actionable Takeaways Treat each property like a business product, not a passive investment. Design for performance: durability, usability, flow, and maintenance, not just photos. Don't assume architects and builders will design a home that works, review layouts with real living in mind. Audit your existing portfolio before buying more, older assets may be dragging your returns down. Know your numbers: profit margin, not just rent, and understand how small rent uplifts can multiply profit. For serviced accommodation, test the experience yourself and tighten service, reviews drive revenue. Adopt the custodian mindset: build assets your children would actually want to inherit. Resources & Next Steps Icon Living UK: The creation of living spaces that people love and enjoy Julian Maurice: julian@iconliving.co.uk Download our FREE Pensions and Inheritance Tax Guide WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Welcome back to the Multifamily Collective with Mike Brewer!Today's tip cuts to the core of modern property operations: “Reputation Management is Asset Management.” Period. Full stop.This isn't marketing fluff.This is about protecting NOI, influencing investor confidence, and accelerating leasing velocity — all through how you handle online reviews.Here's what you'll take away:Why reviews directly impact leasing and renewalsHow owners and investors do read those Google reviews (yes, all of them)Why your response style must be stoic, empathetic, and intentionalHow to use reviews as operational intelligence — not just PR noiseAnd why reputation should live under operations, not marketingMike doesn't pull punches in this one. If you're still thinking of reputation as a side task or a “marketing thing,” it's time to reframe.Own it. Respond with poise. And fix what the feedback reveals.Because in this new world, your star rating is just as important as your occupancy rate.
AI firm Anthropic has made upgrades to their Claude model and it's sparked concerns about what this could mean for markets and jobs. Claude specialises in coding and technology, and IBM's stock recently took a hit - with experts citing the model as a reason. Milford Asset Management expert Andrew Curtayne explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this Q&A episode, Axel answers two timely listener questions that are becoming increasingly relevant for multifamily investors in 2026: when it actually makes sense to bring property management in-house and how artificial intelligence is changing where investors can (and can't) maintain a competitive edge.On the operations side, Axel breaks down the realities of vertical integration, why scale and local presence matter, the foundational hires you should prioritize, and the systems required to avoid turning in-house management into a costly distraction.On the technology side, he explains how AI is rapidly commoditizing underwriting, research, and analysis. As access to data and decision tools becomes universal, investors will need to shift their focus toward execution, operational excellence, and relationship-driven deal flow.This episode is designed to help operators think strategically about where to invest their time, where their real edge will come from, and how to build a business that stays competitive as technology accelerates.Join us as we dive into:When it actually makes sense to bring property management in-houseWhy scale (and local presence) matter before vertical integrationThe foundational hires to prioritize when building an internal teamThe operational infrastructure and software needed to scale successfullyWhy most investors underestimate the complexity of self-managementHow AI is already commoditizing underwriting and researchWhat types of work AI will automate in the near futureWhere your competitive advantage will come from going forwardWhy operational execution and relationships will matter more than everNH Multifamily Fund III Details:Link to the recording for the NH Multifamily Fund IIIAccess 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 PartnersAre 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.
We sat down with Anna Moore, CEO of Domna Group, to talk about its approach to the business of retrofit, pragmatic retrofit strategy, and long-term asset management for landlords. All underpinned by a layer of data collation and machine learning.Domna is currently retrofitting around 10,000 homes per year through grant-funded and self-funded programmes, using an integrated asset management—strategy to: deliver impact and savings through a mix of strategy, support on funding, management of delivery, and quality assurance. Importantly, Anna knows her stuff and she is fun, too.Notes from the showAnna Moore on LinkedInDomna Group on LinkedIn The Domna website (sign up in the footer)**SOME SELF-PROMOTING CALLS TO ACTION**We don't actually earn anything from this podcast, and it's quite a lot of work, so we have to promote the day jobs.Follow us on the Zero Ambitions LinkedIn page (we still don't have a proper website)Jeff and Dan about Zero Ambitions Partners (the consultancy) for help with positioning and communications strategy, customer/user research and engagement strategy, carbon calculations and EPDs – we're up to all sortsSubscribe and advertise with Passive House Plus (UK edition here too)Check Lloyd Alter's Substack: Carbon UpfrontJoin ACANJoin the AECB Join the IGBCCheck out Her Retrofit Space, the renovation and retrofit platform for women**END OF SELF-PROMOTING CALLS TO ACTION**
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the difference between an asset and a configuration item (CI).Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)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 1,600 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Donald Trump remains steadfast in his pursuit of sweeping global tariffs - slamming a US Supreme Court decision outlawing them as anti-American. The President's now taking advantage of a never-used trade law to enact 15 percent temporary levies, under the guise of a balance of payments deficit. Harbour Asset Management's Shane Solly unpacked the market reactions. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses AI GovernanceEach 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.
Episode Overview In this episode of the Breakfast Leadership Show, Michael sits down with Bob to explore how executive benefits, financial strategy, and intentional planning can become powerful levers for retention, profitability, and long-term organizational stability. The conversation moves beyond surface-level benefits discussions and into how leaders can treat benefits as strategic assets rather than routine expenses. Executive Benefits and Client-Centered Strategy Bob shared how his firm specializes in executive benefits across a wide range of business types, emphasizing a strong track record of successful audits and high client satisfaction. A core differentiator is their commitment to treating each organization and executive as unique, rather than applying one-size-fits-all solutions. Michael reinforced the importance of personalization, noting that meaningful client experiences and tailored benefits strategies are essential in today's challenging business environment. Both acknowledged that retention pressures and rising benefits costs require leaders to think more strategically about how benefits are designed and communicated. Optimizing Executive Benefits Through Technology and Design Bob explained how his company supports small and mid-sized organizations in optimizing executive benefit plans through a proprietary technology platform. This system simplifies complex benefits structures, uncovers missed opportunities, and helps organizations make smarter, data-driven decisions. He outlined their comprehensive nine-step service model, covering plan design, participant education, and full administrative support. The result is a 95 percent participation rate, significantly higher than the industry average of approximately 40 percent. Education plays a central role, ensuring participants understand both the value and tax efficiency of their plans. When structured properly, executive benefits can evolve from cost centers into strategic profit centers. Benefits Planning, Tax Strategy, and Organizational DNA Michael emphasized that benefits planning must align with an organization's core identity and values. Too often, tax considerations, particularly for high-income earners, are overlooked or addressed too late in the process. He stressed the importance of conducting a detailed employee census to account for demographics, compensation structures, and changes resulting from growth or acquisitions. Without this depth of analysis, organizations risk leaving significant savings on the table for both the business and its people. Superficial benefits planning, he noted, often creates long-term inefficiencies and dissatisfaction. Financial Strategy, Asset Management, and Long-Term Value The conversation expanded into broader financial management practices. Bob and Michael discussed common mistakes organizations make, including failing to leverage tax deductions, net operating losses, and proper income treatment. Bob shared real-world examples of how disciplined asset management and strategic planning can unlock liquidity, generate cash flow, and improve financial resilience. They also touched on the role of charitable giving and how intentional structuring can benefit both the organization and its mission. Education, once again, emerged as a critical theme. Leaders who understand their financial statements and benefits structures are better positioned to make confident, sustainable decisions. Financial Stewardship and Organizational Survival Michael highlighted the sobering reality that many once-successful organizations no longer exist, often due to poor financial stewardship and short-term thinking. He pointed out that financial and benefits assets are frequently treated as administrative afterthoughts rather than strategic resources. Both agreed that organizations that actively manage these areas, especially during uncertain economic conditions, dramatically improve their odds of long-term survival and cultural stability. Executive Benefits as a Retention and Protection Tool Bob closed by emphasizing the strategic role of executive benefits such as deferred compensation and restricted stock units. Beyond retention, these tools help protect institutional knowledge and corporate intellectual property. He noted that high-performing organizations often implement these programs at a lower relative cost than struggling companies, largely because they plan proactively rather than reactively. Bob encouraged leaders to take advantage of executive benefits audits, which are offered at no cost, to identify inefficiencies, reduce expenses, and strengthen retention strategies. Key Takeaway Executive benefits and financial strategy are not administrative checkboxes. When aligned with organizational values, supported by education, and managed intentionally, they become powerful tools for retention, resilience, and long-term leadership success. https://BenefitRFP.com Bob Nienaber (916) 838-0866
Chris Yin is CEO/Co-Founder of Plume Network, the first permissionless, full-stack blockchain built for real-world asset finance (RWAfi). He spearheads the team shaping the infrastructure and policy standards to accelerate the development of onchain capital markets. Chris has an accomplished track record as a founder and investor in the enterprise software space, with tenures at Scale Venture Partners, Rainforest QA, and Xpenser (acquired by Coupa, IPO 2016). In this conversation, we discuss:- Current price action is just short term pain - What to expect from RWAs in 2026 - DeFi opportunities in RWAs - Plume's differentiator - Regulatory developments in RWAs - Optimizing Looping - Onchain asset management - This history of technology - Nest vaults on Solana - Building Key TradFi partnerships - User experience is everything Plume NetworkX: @plumenetworkWebsite: www.plume.orgTelegram: t.me/plumenetwork_communityChris YinX: @chriseyinLinkedIn: Chris Yin---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee All
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. 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.
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/
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.
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. 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.
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 estudió Ingeniería Industrial en la Universidad Iberoamericana y comenzó su carrera profesional en empresas como GE Capital, Merrill Lynch y CMR. Con el tiempo, decidió dar un giro importante en su trayectoria para dedicarse a la cocina. Andrea se formó como chef profesional en el International Culinary Center en Nueva York, donde desarrolló una visión culinaria que combina técnica, creatividad y disciplina.Por su parte, Pamela estudió Finanzas en la Universidad Iberoamericana y construyó una carrera en el mundo corporativo, trabajando en empresas como Bimbo, en áreas de Asset Management, y posteriormente en Likeable Media México, hoy conocida como Bahía. Pamela comenzó a cuestionarse su bienestar, su salud y el impacto que quería tener. Esto la llevó a estudiar Nutrición Holística en Bauman College, en San Francisco, especializándose en nutrición funcional y salud metabólica.De la unión de estos dos mundos —la cocina y la nutrición, la creatividad y la estructura, el sabor y la ciencia— nace en 2020 Mesa Sana, una plataforma integral que reúne 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 membresía con contenido exclusivo, clases y menús; el programa Reset Metabólico; la línea de suplementos Reset Wellness; así como productos propios como aceite de oliva, café y múltiples colaboraciones. Ambas son mamas, esposas y Sin duda, nos demuestran que detrás de todo emprendimiento exitoso hay una receta clara: visión, disciplina, generosidad y ejecución 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.
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