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We all hear “conventional wisdom” in real estate—but sometimes, following it blindly can cost you big.In this solo episode, I share the five controversial real estate takes (or “hills I'm willing to die on”) that I feel strongest about. Some of these might challenge how you started your investing career. But if you're a new or growing investor, these lessons will help you avoid costly mistakes and build a stronger foundation for your portfolio.What You'll Learn in This Episode:Why working with a property manager early on can save you thousands in costly mistakesThe surprising reason non-accredited investors shouldn't invest passivelyWhy 90% of advice from residential agents about investing is worthlessThe case for keeping your first deal simple—even if you don't make much money on itWhy partnering too early can create bigger headaches than going soloAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Investor Fuel Real Estate Investing Mastermind - Audio Version
Josh Darville shares his journey from the military into real estate, highlighting how education, financial literacy, and continuous learning shaped his success. He stresses the importance of understanding market cycles, developing the right mindset, and adapting to changes in the industry. Beyond property investments, Josh manages multiple ventures, including a wedding venue, and underscores the role of networking, mentorship, and relationship-building in long-term success." 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 —--------------------
PowerHouse Data Centers is making major moves to support the future of AI and hyperscale infrastructure. At ITW 2025, Matt Monaco, SVP of Asset Management & Development, and Vardahn Chaudhry, SVP of Asset Management, joined JSA TV to discuss PowerHouse's new talent and growth, why Nevada, Texas, Kentucky, and North Carolina are key growth zones, and how they're overcoming grid limitations with a smarter approach to power procurement. Subscribe to JSATV for more executive insights from ITW 2025.#DataCenters #AI #Hyperscale #Sustainability #ITW2025 #PowerHouseDataCenters #DigitalInfrastructure
Connect with Mark:https://smkcap.com/https://www.linkedin.com/in/mark-khuri-7543821/ Click to Access the Southwest Airlines 100,000 Point OfferEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the need for a clear visionEach 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 episode of the Real Estate Pros Podcast, Doug Diakite shares his journey into the real estate industry, detailing his transition from a mortgage loan originator to co-founding Nationwide Community Revitalization, LLC. He discusses the importance of partnerships, the growth of his business, and the strategies they employ to help clients with damaged credit achieve home ownership through a lease-to-own model. Doug emphasizes the significance of integrity in partnerships and offers valuable advice for aspiring investors. 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 back to the Alt Goes Mainstream podcast.Today's podcast was a conversation that was recorded live at Morningstar's Investment Conference in Chicago earlier this year.Morningstar CEO Kunal Kapoor took time out of his packed schedule at the event to sit down with me for a thought-provoking conversation that dove into the nuances of many of the trends that are shaping private markets today.Morningstar and Kunal have quite an interesting perch in the market. They occupy a critically important function in the market: helping investors understand the data, structures, and trends in public and private markets. They provide fund ratings, investment analysis, and market data to both individual and institutional investors.As public and private markets experience increasing convergence, Morningstar finds itself at the intersection of markets that are undergoing rapid evolutions across product structures, asset allocation frameworks, and weighty questions around conceptual frameworks of liquidity, risk, volatility, concentration that are on the minds of many. Amongst the wide range of topics Kunal and I covered, one stood out: Morningstar is fiercely on the side of the investor.If there's anyone who has a deep understanding of Morningstar's DNA, it's Kunal. Kunal started at Morningstar in 1997 as a data analyst, holding a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm's data business as well as its global products and client solutions group.Kunal and I had a fascinating and lively conversation. We covered a number of the most pressing topics in private markets today: the convergence of public and private, liquidity vs illiquidity, investor education, the importance of transparency, and the why, what, and how behind evergreen funds.Thanks Kunal for coming on the show to share your wisdom, expertise, and passion for public and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:18 Podcast Opening and Theme01:55 Welcome to the Morningstar Investment Conference02:29 Convergence of Public and Private Markets03:12 Challenges in Transitioning to Private Markets05:26 Morningstar's Evolution and Impact06:59 Morningstar's Role in Reducing Costs08:15 Evergreen Funds and Transparency08:48 Complexities in Private Market Structures09:36 Liquidity and Innovation in Private Markets12:27 Investor Education and Common Language14:34 Comparing Public and Private Market Investments16:28 Standardized Documentation and Regulation18:00 Educating Investors on Private Markets18:52 Morningstar's Style Box for Private Markets19:14 Data Availability and Analysis20:24 Evaluating Different Investment Structures21:09 Public-Private Partnerships and Transparency21:38 Philosophical Questions on Private Markets22:58 Behavioral Aspects of Illiquidity24:00 Evergreen Funds as Buy and Hold Vehicles24:15 Asset Allocation and Evergreen Structures25:16 Investor Behavior and Market Volatility25:25 Individual Investors vs. Advisors26:32 Stability of Retail Assets26:56 Retail Brokerage Apps and Crypto Trading27:15 Impact of Social Media on Young Investors27:29 Exposure to Private Markets28:01 Market Drawdowns and Young Investors28:27 Advisor-Led Models vs. Self-Directed Investing28:57 Investor Behavior Across Different Age Groups30:06 Morningstar's Role in Investor Validation30:50 Morningstar's Independent Voice32:01 Transparency in Private Markets32:24 PitchBook and Data Transparency33:02 Challenges in Private Market Data33:26 Tipping Point in Transparency34:54 Private Market Indices35:37 Challenges in Benchmarking Private Markets36:29 Lessons from Public Markets37:12 Evolution of Private Markets37:37 Future of Private Markets38:41 Fee Structures in Private Markets39:38 Operational Burden in Private Markets40:50 Pre-Trade Market Structure41:16 Access to Private Markets for All Investors43:06 Returns and Diversification in Private Markets44:51 Building Portfolios in a Lower Return Environment47:15 Brand vs. Performance in Alternative Assets49:18 Favorite Alternative 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 why we need to not fall into the same trap and rely heavily on technologyEach 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 economic data has been all over the news, with experts uncertain whether things will get better or worse. Conflicting data, a declining labour market and ongoing tariff uncertainty have contributed to a murky outlook regarding the US economy. Milford Asset Management's Brendan Larsen explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this Topical Tuesday episode, I spoke with Gregg Gruehl who is a seasoned real estate professional with a background in acquisitions and asset management at top real estate investment trusts, and today he serves as an advisor to investors providing institutional quality, underwriting and asset management services to help them evaluate and optimize their deals. Be sure to tune in if you're interested in learning about: Gregg shares his path from multi-generational real estate roots to working in acquisitions and asset management for top REITs like Blackstone and Stag Industrial Key takeaways from managing multi-billion-dollar portfolios, negotiating hundreds of leases, and navigating institutional investment strategies The transition from institutional roles to entrepreneurship—syndications, advisory services, and capital-raising challenges How consistent LinkedIn content helped build deal flow, partnerships, and brand credibility in the real estate space To your success, Tyler Lyons Resources mentioned in the episode: Gregg Gruehl LinkedIn Website Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser's Edge. Learn more here: https://raisingcapital.com/cre
In this episode, Axel sits down with Jason Yarusi—real estate investor, entrepreneur, and operator of a 3,000+ unit multifamily portfolio. Jason shares his journey from running bars and restaurants in New York City to building a thriving multifamily business in the Southeast. He talks about the lessons learned from his early days in construction, how a near-death experience changed his mindset, and why “focus” has been the key to scaling successfully.The conversation also dives deep into market selection, asset management best practices, and what it really takes to transition from small multifamily to large-scale acquisitions. Jason explains why he narrowed in on markets like Louisville and Nashville, how he leverages both in-house and third-party property management, and why consistency and follow-up often separate successful investors from those who fall short.Whether you're just getting started or looking to scale your portfolio, Jason's story is packed with lessons about resilience, execution, and the discipline of sticking to your investment criteria.Join us as we explore:How Jason pivoted from hospitality into real estate after a life-changing accident.The importance of being specific with your goals and investment criteria.Why narrow focus accelerates credibility with brokers, partners, and investors.The pros and cons of bringing property management in-house.How market dynamics in places like Louisville and Nashville shape acquisition strategy.Best practices for asset management and managing third-party property managers.Why follow-up is one of the most underrated tools for winning deals.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.NH Multifamily Fund III Details:Download The OM For The NH Multifamily Fund IIIAccess The Deal Room For The NH Multifamily Fund IIIConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Momento para hablar de inversiones y mercados, en este caso con Fabricio Gatti, gerente de inversiones de Novus Asset Management.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses Target Operating Models. 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.
Recent US payrolls data has indicated the economy is slowing, and it's sparked concern among investors. Economists are calling on the US Federal Reserve to lower interest rates at its September 16-17 meeting, in what would be its first reduction in nine months. Harbour Asset Management's Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Recent US payrolls data has indicated the economy is slowing, and it's sparked concern among investors. Economists are calling on the US Federal Reserve to lower interest rates at its September 16-17 meeting, in what would be its first reduction in nine months. Harbour Asset Management's Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Jose Manuel Silva, who is Chief Investment Officer and Managing Parter at LarrainVial Asset Management in Santiago. He has worked in finance for most of his career. Our conversation picks up on the excellent podcast that Jose Manuel recorded with Merryn Talks Money of Bloomberg (linked here), which is where I first came across his firm, and we build on those topics starting first with his background and path into investment management. Before moving to the opportunity set in Latin American markets today, we trace the evolution of the Chilean market as a backdrop to Jose Manuel's career, and note the growth (from scratch) of an institutional investment landscape, a disciplined fiscal framework and an maturing trade network. We dive then into the current economic outlook for the region, noting the improved monetization of natural resources and the diversification of trading partners, diluting reliance on single trading partners and impact from the current tariff regime. Touching on other topics we discuss the maturing of the institutional investor landscape, the stock market picks in the region. Why we made this? Latin America is a diverse collection of countries each with their own distinct dynamics and risks, and is often bucketed with other Emerging Markets. We wanted to speak to embedded experts to reveal distinct aspects of these markets that may challenge the conventional wisdom. Why we think you will find it interesting? Jose Manuel Silva has in-depth on-the-ground experience in Latin American financial markets and knowledge spanning their evolution and outlook. He notes dynamics that we often overlook as external onlookers, and his insights can help to enrich our perspectives on the region.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey the need to continue to build capabilitiesEach 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.
PREVIEW: CRYPTO: Colleague John Cochrane comments on the uses of stablecoins for asset management. More. 1954
Managing a multifamily property isn't just about collecting rent—it's about building a business that creates lasting passive income and long-term financial freedom. In this episode, Gino Barbaro (co-founder of Jake & Gino) breaks down the often-overlooked “Manage Right” framework of real estate investing. While buying and financing deals may seem exciting, true wealth comes from learning how to manage multifamily properties the right way.In this lesson, you'll discover the critical differences between property management and asset management, why systems and culture are essential to scaling, and how to avoid common mistakes new investors make. Gino shares lessons from his early days managing a 25-unit deal all the way to scaling a 1,500+ unit portfolio. Whether you're just starting out or managing hundreds of doors, this episode will teach you how to run your real estate like a business and ensure consistent cash flow, strong returns, and sustainable growth. If your goal is real estate investing, building passive income, and achieving financial freedom, this is the playbook you've been waiting for. We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.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 Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.
In this inspiring episode, Ashley Northcutt, President & CEO of WAHN, sits down with Beth Baar, Vice President of Asset Management, Construction & Stabilized Assets at Cinnaire and our 2025 WAHNderful Woman of the Year. Beth shares her journey from volunteering at a small community nonprofit in rural Wisconsin to leading asset management across multiple states. She reflects on how a single moment helping a senior apply for affordable housing showed her the life-changing impact of this work, and why she's committed to creating what she calls “a world of good.”
Inside Wirtschaft - Der Podcast mit Manuel Koch | Börse und Wirtschaft im Blick
Seit Mitte 2024 sind die Leitzinsen der EZB deutlich gesunken – auch wenn die jüngste Entscheidung der EZB erst einmal keine weitere Senkung vorsieht. Parallel dazu steigen die Immobilienpreise vielerorts wieder deutlich. Für viele Anleger ist das ein Zeichen, dass die Immobilienmärkte wieder attraktiver werden – auch als Karrierefeld bietet die Branche zahlreiche Möglichkeiten. „Wenn man studieren will, kann man ins klassische Asset Management und Investment. Möglichkeit Nummer zwei ist der Bereich Projektentwicklung bei einem großen Bauträger. Ohne Studium könnte man als Makler oder Immobilienkaufmann oder Property Manager arbeiten. Aber viele Unternehmen spüren noch die Unsicherheiten. Nichtsdestotrotz müssen wir Menschen irgendwo wohnen und ist immer noch ein attraktives Feld", sagt der BWL-Influencer und Mitgründer von pumpkincareers David Döbele. Alle Details im Interview mit Inside Wirtschaft-Chefredakteur Manuel Koch an der Frankfurter Börse und auf https://inside-wirtschaft.de
Accede a las grabaciones en https://realestatetechmarket.com/Accede a las grabaciones en https://realestatetechmarket.com/ el mejor evento de real estate en América Latina.00:20 Real Estate Tech Market Evento01:14 Cifras del Evento02:34 Assets Intangibles El futuro Inmobiliario & AI04:20 Evolución de Multifamily en Latam05:30 Futuro de Retail & Shopping07:06 Futuro de las Hipotecas 08:40 Asset Management en la Era Tecnológica 11:11 Tokenización de Activos11:38 Neo Desarrollo Inmobiliario: El Futuro 14:53 Experiencia del Cliente16:59 Urban Living: Wellness & Comunidades 18:50 Mejor Evento de Real Estate
A busy reporting season has concluded for the NZX-listed companies, with some doing better than others. A2 Milk stood out as a success story from this season, but other listed businesses haven't fared so well. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Building tomorrow's workforce starts with more than just technical skills—it requires access, mentorship, and leaders willing to invest in students long before they enter the job market.In this episode of The TechEd Podcast, Mary Ellen Stanek, Co-Founder and CIO Emeritus of Baird Asset Management, shares how one of the nation's most respected investment firms thinks about talent, education, and inclusion. She reflects on being the first woman to chair a major civic leadership group, the creation of the award that now bears her name for advancing diversity in corporate governance, and how internships are shaping the next generation of professionals.Mary Ellen also unpacks how AI is changing finance while elevating the need for human judgment, and why Baird invests millions into education initiatives that expand opportunity—programs like Cristo Rey's work-study model, All-In Milwaukee's 90% college graduation rate, Aug Prep's innovative K-12 approach, and major scholarship funds at Marquette.For educators, employers, and community leaders, this conversation is a roadmap for how business and education can work together to prepare students for meaningful careers and stronger communities anywhere.Listen to learn:How Baird selects 300 interns out of 32,000 applicants each yearWhat it meant to be the first woman to chair the Greater Milwaukee CommitteeThe story behind the Mary Ellen Stanek Award for Diversity in Corporate GovernanceWhy AI boosts productivity in finance but can't replace human judgmentHow All-In Milwaukee achieves a 90% graduation rate with 84% of students debt-free3 Big Takeaways from this Episode:1. Internships are one of the most effective ways to build a talent pipeline. Baird received over 32,000 applications for internships this year and hired just 1%, bringing in 300 students across the firm. About 40% of those rising seniors secure full-time roles, proving the long-term workforce impact of investing in student opportunities.2. Inclusion in leadership transforms organizations and opens doors for others. Mary Ellen began her career as one of the only women in the room, later becoming the first woman to chair the Greater Milwaukee Committee. Today, Baird counts nearly 100 female managing directors, and the Mary Ellen Stanek Award continues to honor leaders driving diversity in corporate governance.3. Education investments create measurable results for students and communities. All-In Milwaukee reports a 90% six-year college graduation rate, with 84% of scholars leaving school debt-free and 91% employed or in graduate programs. Similar investments in Cristo Rey, Aug Prep, and Marquette scholarships demonstrate how targeted support leads to stronger career pathways and local economic growth.Resources:Learn more about Mary Ellen StanekInternships at BairdCristo Rey Jesuit High SchoolSt. Augustine Preparatory AcademyAll-in MilwaukeeBoys aWe want to hear from you! Send us a text.Instagram - Facebook - YouTube - TikTok - Twitter - LinkedIn
Dana Lennon and Lori Nuckolls, co-chairs of the Subcommittee on Digital Technology Issues for Nonprofits, host an informative discussion on the use of digital assets in nonprofit organizations. Joined by subcommittee members Laura Angel Lalanne and John Bennett, alongside nonprofit leaders Kevin Scally of Doctors Without Borders USA and Zach Bronstein of Endaoment, they delve into different types of digital assets, their benefits for nonprofits, real-world applications, and the associated governance and legal considerations. The discussion includes practical advice on implementing digital asset strategies, addressing risk, ensuring transparency, and complying with emerging regulations and legislation. Want to further explore the latest developments in financial technology and associated regulatory changes? Join us at the City Bar's upcoming FinTech Conference on September 9. (This program will be available on-demand thereafter.) Visit nycbar.org/events to find all of the most up-to-date information about our upcoming programs and events. 01:24 Understanding Digital Assets for Nonprofits 03:31 Kevin Scaly on Doctors Without Borders 05:52 Zach Bronstein on Endaoment 12:16 Implementing Digital Asset Strategies 18:35 Board Approval and Policy Considerations 24:57 Nonprofit Security Measures and Asset Management 29:28 Donor Information and Anonymity 33:07 Governance and Legal Considerations 44:04 Advice for Nonprofits on Digital Assets
The global landscape is witnessing a significant shift in sustainability strategies, influenced by political pressures and economic realities. Recent months have been a challenging period with sustainability action under considerable pressure.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.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Ben Soifer, a seasoned real estate investor and fund manager, shares his journey into real estate, emphasizing the importance of transparency, understanding different investment paths, and the transition from residential to commercial real estate. He discusses the significance of managing remote deals, building effective teams, and the art of finding and evaluating investment opportunities. Throughout the discussion, Ben highlights the need for consistency, knowledge, and a clear organizational structure in achieving financial freedom through 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 —--------------------
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses why 88% of transformations fail. 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.
New economic data impacting the US came out last week and it's got experts speculating over whether rate cuts will come. Harbour Asset Management's Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this episode of Crazy Wisdom, host Stewart Alsop sits down with Juan Samitier, co-founder of DAMM Capital, for a wide-ranging conversation on decentralized insurance, treasury management, and the evolution of finance on-chain. Together they explore the risks of smart contracts and hacks, the role of insurance in enabling institutional capital to enter crypto, and historical parallels from Amsterdam's spice trade to Argentina's corralito. The discussion covers stablecoins like DAI, MakerDAO's USDS, and the collapse of Luna, as well as the dynamics of yield, black swan events, and the intersection of DeFi with AI, prediction markets, and tokenized assets. You can find Juan on Twitter at @JuanSamitier and follow DAMM Capital at @DAMM_Capital.Check out this GPT we trained on the conversationTimestamps00:05 Stewart Alsop introduces Juan Samitier, who shares his background in asset management and DeFi, setting up the conversation on decentralized insurance.00:10 They discuss Safu, the insurance protocol Juan designed, and why hedging smart contract risk is key for asset managers deploying capital in DeFi.00:15 The focus shifts to hacks, audits, and why even fully audited code can still fail, bringing up historical parallels to ships, pirates, and early insurance models.00:20 Black swan events, risk models, and the limits of statistics are explored, along with reflections on Wolfram's ideas and the Ascent of Money.00:25 They examine how TradFi is entering crypto, the dominance of centralized stablecoins, and regulatory pushes like the Genius Act.00:30 DAI's design, MakerDAO's USDS, and Luna's collapse are explained, tying into the Great Depression, Argentina's corralito, and trust in money.00:35 Juan recounts his path from high school trading shitcoins to managing Kleros' treasury, while Stewart shares parallels with dot-com bubbles and Webvan.00:40 The conversation turns to tokenized assets, lending markets, and why stablecoin payments may be DeFi's Trojan horse for TradFi adoption.00:45 They explore interest rates, usury, and Ponzi dynamics, comparing Luna's 20% yields with unsustainable growth models in tech and crypto.00:50 Airdrops, VC-funded incentives, and short-term games are contrasted with building long-term financial infrastructure on-chain.00:55 Stewart brings up crypto as Venice in 1200, leading into reflections on finance as an information system, the rise of AI, and DeFi agents.01:00 Juan explains tokenized hedge funds, trusted execution environments, and prediction markets, ending with the power of conditional markets and the future of betting on beliefs.Key InsightsOne of the biggest risks in decentralized finance isn't just market volatility but the fragility of smart contracts. Juan Samitier emphasized that even with million-dollar audits, no code can ever be guaranteed safe, which is why hedging against hacks is essential for asset managers who want institutional capital to enter crypto.Insurance has always been about spreading risk, from 17th century spice ships facing pirates to DeFi protocols facing hackers. The same logic applies today: traders and treasuries are willing to sacrifice a small portion of yield to ensure that catastrophic losses won't wipe out their entire investment.Black swan events expose the limits of financial models, both in traditional finance and crypto. Juan pointed out that while risk models try to account for extreme scenarios, including every possible tail risk makes insurance math break down—a tension that shows why decentralized insurance is still early but necessary.Stablecoins emerged as crypto's attempt to recreate the dollar, but their design choices determine resilience. MakerDAO's DAI and USDS use overcollateralization for stability, while Luna's algorithmic model collapsed under pressure. These experiments mirror historical monetary crises like the Great Depression and Argentina's corralito, reminding us that trust in money is fragile.Argentina's history of inflation and government-imposed bank freezes makes its citizens uniquely receptive to crypto. Samitier explained that even people without financial training understand macroeconomic risks because they live with them daily, which helps explain why Argentina has some of the world's highest adoption of stablecoins and DeFi tools.The path to mainstream DeFi adoption may lie in the intersection of tokenized real-world assets, lending markets, and stablecoin payments. TradFi institutions are already asking how retail users access cheaper loans on-chain, showing that DeFi's efficiency could become the Trojan horse that pulls traditional finance deeper into crypto rails.Looking forward, the fusion of AI with DeFi may transform finance into an information-driven ecosystem. Trusted execution environments, prediction markets, and conditional markets could allow agents to trade on beliefs and probabilities with transparency, blending deterministic blockchains with probabilistic AI—a glimpse of what financial Venice in the information age might look like.
Join Jonathan Guiney and Brendon Russ on Reliability Radio as they welcome Louis Innocent, Director of Asset Management at EAM 360. Louis dives into a core problem facing the industry: the persistent failure of mobile adoption strategies. He explains the "why" behind this resistance—from generational knowledge gaps to poorly designed applications—and shares EAM 360's philosophy for success. Their approach prioritizes a user-friendly, offline-first experience with smart features like voice-to-text and automated work mapping. Louis also offers a powerful insight for the future: that mobile is the "last mile" for a successful AI strategy, as the quality of data captured by technicians in the field is what will ultimately enable AI's full potential.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, Darryl Clements shares his journey into real estate, influenced by his family's background in investing. He discusses the transition to hard money lending, emphasizing the importance of understanding the financial aspects and risks involved in real estate investments. Darryl also highlights the significance of local knowledge when investing in properties and offers practical advice for aspiring investors. 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 —--------------------
Jonathan Xiong is the founder and CEO/CIO of Arrowpoint Investment Partners, a new Asia-focused hedge fund. Prior to starting Arrowpoint, Jonathan was the Co-CEO of Millennium Management Asia for five years. Before that, he was Head of Fixed Income Alternatives and the lead Portfolio Manager for the GS Global Opportunities Fund at Goldman Sachs Asset Management (GSAM) for seven years. Prior to joining Goldman Sachs, Jonathan was a Managing Director and Senior Portfolio Manager at Mellon Capital Management for 11 years in the Systematic Global Macro team. This podcast covers investment philosophy, alpha, risk premia, quant, multi-manager/pod shops, and much more. Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses three changes in ITIL4 from ITILv3Each 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.Today's episode dives into how operations and streamlining technology processes can be turned into a strategic advantage.We sat down with Arcesium's MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data.David was an early employee at Arcesium, helping the firm scale and working with many of the industry's largest asset managers across the lifecycle of an investment. David joined Arcesium after a career in fund services and fund administration that spanned senior roles at Goldman Sachs, Credit Suisse, and BNP Paribas Securities Services.David and I had a fascinating conversation. We discussed:How David's background in prime brokerage and fund admin helped him approach the technology problems for asset managers.How asset managers should approach where and how technology can be a strategic advantage.What does it mean to be a tech-forward asset manager?How does the growth of evergreen funds impact how firms manage their data and serve investors?What still needs to be built next to continue to improve private markets market infrastructure.Thanks David for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets technology and post-investment processes.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:52 Welcome to the Alt Goes Mainstream Podcast02:04 Guest Introduction: David Nable03:46 David's Career Beginnings04:15 Parallels Between Running and Finance05:19 Observing Industry Trends06:45 Evolution of Private Markets08:45 Impact of Technology on Investment09:40 Challenges in Scaling Investments11:20 Data-Driven Investment Strategies12:50 Technological Advancements in Finance13:52 Importance of Foundational Data17:31 Data Silos and Harmonization18:14 Case Study: Investor Relations21:25 Data-First Approach Benefits21:51 Timing for System Architecture23:21 Inflection Points for Managers23:37 Logical Breakpoints in Strategy23:44 New Strategies and Geographies23:47 Adapting to New Asset Classes23:50 Distribution Channels and Partnerships23:56 Preparing for Future Growth24:00 Publicly Traded Private Markets24:14 Tackling Technological Challenges24:24 Philosophies on Illiquidity24:25 Conclusion and Future Outlook24:29 Investing in Scalable Distribution Channels25:12 Architecting Technology Systems for Business Growth25:44 Understanding Data in Different Business Models27:10 Strategic Role of Technology in Investment Firms29:35 The Paradox of Data in Decision Making30:49 Competitive Advantage Through Faster Information31:45 Impact of AI and Technology on Firm Sizes32:31 Challenges for Mid-Sized Firms33:13 Technology as an Enabler for Niche Specialists34:03 Advice for Mid-Sized Firms on Technology Implementation35:10 Focus on Big Technology Investments35:29 Point Solutions vs. Platforms in Private Markets38:52 Cost of Technology Solutions39:06 Integration Challenges with Multiple Systems40:59 Arcesium's Technology Platforms43:18 Simplifying Complex Investments46:13 Future of Software Innovation in Private Markets46:39 AI as a Game Changer in Private Markets47:34 Efficiency Gains Through AI48:05 Actionable Advice on Using AI48:15 Caution Against Vibe Coding48:58 Importance of Proper Technologists49:23 Timing of Technology Implementation49:29 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.
What does it take to rebuild your life—and your business—after losing it all?In this episode, I sit down with Mike Morawski, a 30-year real estate veteran, entrepreneur, author, and speaker, whose story is one of both caution and inspiration. Mike built a $60M portfolio, lost everything, served a decade in federal prison, and then came back to rebuild his business and his life from scratch.We dive into market cycles, market selection, lessons from failure, and the mindset it takes to overcome adversity while continuing to pursue success in real estate.Join us as we explore:Why understanding market cycles is essential to building a resilient investing strategyHow to select the right markets and avoid chasing “hot” trendsThe risks of over-leverage and mismanagement in syndicationsThe process of rebuilding a business—and reputation—after catastrophic failureHow discipline, humility, and transparency create long-term staying power in real estateAre 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
Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today's institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto's reflexivity. Risks and realities aren't ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving. ------
Wyatt sits down with Sandy Kaul, head of digital assets at Franklin Templeton, to cover Sandy's work with the CFTC and DTCC and creating sandboxes for onchain financial markets. In this episode: How wallets stand to become the hub of asset management Lasting policy for crypto Protecting consumers in an open financial system
Keywordscybersecurity, product management, career development, market strategy, customer insights, hacking, music, team building, startup life, risk management SummaryIn this episode of No Password Required, host Jack Clabby and co-host Kayleigh Melton engage in a lively conversation with John Shipp, a product strategist at Rapid7. They explore John's unique journey from a metalhead to a cybersecurity expert, discussing the importance of passion in career development, the intricacies of product management, and the significance of customer insights in shaping cybersecurity solutions. John shares his early experiences in hacking, the influence of music on his life, and the value of building strong teams and company culture. The episode concludes with a fun segment called the Lifestyle Polygraph, where John answers quirky questions about his ideal cyber team and his dream day with Ric Flair. TakeawaysBeing a metalhead prepares you for the boardroom.You can follow your passion and thrive in your career.Product management involves understanding customer needs and market dynamics.Curiosity is a key driver in the tech field.Great teams are built on strong leadership and culture.Startup life requires a willingness to take risks.Networking and building relationships are crucial in cybersecurity.Understanding your risk appetite is important when considering career moves.Music can be a significant influence on personal and professional life.Mentorship and sharing knowledge are vital for growth in the industry. TitlesFrom Metal to Management: A Cybersecurity JourneyPassion and Profession: Finding Your Path in Cybersecurity Sound bites"You can follow your passion and thrive.""I learned security at scale.""Curiosity drives my passion for tech." Chapters00:00 Introduction to Cybersecurity and Personal Journeys02:49 The Role of Passion in Career Development05:21 Navigating Product Management and Market Strategy08:23 The Evolution of Cybersecurity Skills11:37 The Importance of Customer Insights in Product Development14:35 Early Experiences in Hacking and Cybersecurity17:24 The Influence of Music on Personal and Professional Life20:19 Building Teams and Company Culture23:10 Startup Life and Risk Management26:08 Lifestyle Polygraph: Fun Questions and Insights29:13 Final Thoughts and Connections
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the Kyndryl People Readiness Report, Part 4. 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.
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, 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 21st August 2025, the team discussed: Geopolitical and Geoeconomic issues: what do we mean by that, and what is the impact for investors? What are the current major geopolitical risks investors should be aware of? Traditional safe-haven assets: what are they, and what might investors want to consider? 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/
For decades, private equity has been the darling of pension funds, university endowments, and sovereign wealth funds, promising high returns and low volatility. Now, President Donald Trump has made it possible for everyday investors to get in on the magic with his executive order, "Democratizing Access to Alternative Assets for 401(k) Investors.” The order relieves regulatory burdens that limit the access of defined contribution plans, like 401(k)s, to alternative assets such as private equity (but also cryptocurrency and real estate). The hope is to give American workers access to greater choice, diversification, and potential growth towards a comfortable retirement.But Trump's order comes just as longstanding questions about private equity's promise of high returns and low risk are coming to the fore. Has the distribution of returns slowed to a trickle? What does data actually say about private equity's performance, and where is the industry headed? There is also a long standing debate whether private equity is good for society, independent of financial returns.Is private equity actually a ponzi scheme that now threatens the retirements of millions of American workers? To make sense of it all, Luigi and Bethany are joined by Dan Rasmussen, an experienced investor and author who began his career in private equity but has emerged as one of the most prescient critics of the industry. Together, the three of them distill what the state of the industry means for the future welfare of investors, workers, and the American economy as a whole.Bonus: Check out ProMarket's recent series on the impact of private equity in the health care industry.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI.We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they've built a digital first fund administrator for private markets, starting with real estate and since expanding into other asset classes.Fresh off of a $130M Series D fundraise led by Ribbit Capital, Juniper Square has expanded globally, into fund administration through its acquisition of Forstone, and has launched JunieAI to bring AI to fund administration.Alex and I had a fascinating conversation. We discussed:Why Alex started Juniper Square and how his two entrepreneurial endeavors has informed how he's built the firm.The problem Alex set out to solve by building Juniper Square.After dealing with FedEx's to make investments, how he set out to build an investor experience that was digital.How AI will impact fund admin.Why every GP should have an AI agent according to Alex.Why Juniper Square decided to move from a technology firm to add fund administration capabilities in house.Does AI benefit larger firms or smaller firms more?Thanks Alex for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on fund administration and AI.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:03 Juniper Square: Revolutionizing Fund Management01:38 Welcoming Alex to the Podcast01:59 Alex's Journey to Founding Juniper Square02:10 Juniper Square's Mission and Services02:38 The Early Days and Challenges03:41 The Digital Transformation of Private Markets04:15 Focusing on the GP Experience04:30 Balancing GP and LP Needs04:54 The Naivete Advantage05:12 Overcoming Industry Challenges06:58 Real Estate: The Starting Point08:41 The Evolution of Juniper Square09:38 Technology Adoption in Private Markets17:21 The Importance of Customer Feedback18:09 The Vision for Market Efficiency20:10 Expanding Across Asset Classes21:09 The Role of Personal Relationships22:49 Becoming a Full-Stack Service Provider24:31 The Complexity of Fund Administration28:55 The Future with AI29:21 Challenges of Implementing AI30:31 The High Cost of Mistakes31:18 AI's Impact on Employee Productivity31:52 Challenges of Adopting AI in the Workplace32:20 Launching JunieAI32:59 Understanding AI Models33:44 Customizing AI for Reporting34:44 Mastering Data for AI35:13 AI in Software Development35:59 Leveraging AI at Juniper Square36:19 Ensuring Accuracy and Context in AI Models37:30 AI's Limitations in Financial Insights37:52 Future Improvements in AI Models38:36 Feeding AI the Right Context39:11 Connecting AI to Tools and Workflows40:19 Automating Fund Administration43:39 AI's Role in Competitive Advantage44:24 AI's Impact on Different Asset Classes46:16 Best Practices for GPS Using AI47:02 AI's Benefits for Large vs. Small Firms48:58 Integrating AI Across Business Functions51:39 Balancing AI with Human Relationships54:33 Future Vision for Private Markets55:02 AI Agents in GP Work56:07 Transforming GP-LP Matchmaking01:00:50 Investment Opportunities in AI and Real Estate 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 the impact of AI on service management. 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.
Industrial Talk is talking to Greg Christensen, Founder and Host of CMMS Radio Podcast about "Your source for all things Asset Management". Scott Mackenzie interviews Greg Christensen about his podcast, CMMS Radio, which focuses on asset management and reliability systems. Greg shares his background in building maintenance and software development, leading to the creation of CMMS Radio in 2021. He emphasizes the importance of people, process, and technology in maintenance management. Greg discusses the challenges of sustaining reliability efforts, the impact of leadership changes, and the need for meaningful data collection. He also highlights the complexity of integrating various maintenance management systems and the importance of collaboration among industry professionals. Action Items [ ] @Scott MacKenzie - Attend the SMRP conference in Fort Worth, TX in October and take advantage of the 10% discount using the code "CMMS10". [ ] Reach out to Greg Christensen on LinkedIn to connect and potentially be a guest on the CMMS Radio podcast. Outline Introduction to Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry professionals and their innovations. Scott highlights the importance of celebrating industry professionals who solve problems and collaborate. Scott introduces Greg Christensen, the guest for the episode, and his podcast, CMMS Radio. Scott mentions the common threads among industry professionals and the importance of their passion and vulnerability. Greg Christensen's Background and CMMS Radio Greg Christensen shares his background, starting in the building maintenance industry in the 90s. Greg discusses his experience working in various skilled trades and manufacturing environments. Greg talks about starting a software company to manage the process of account management and work orders. Greg explains the inception of CMMS Radio in 2021, focusing on maintenance management, people, and process, rather than just technology. The Evolution of CMMS Radio Greg describes the initial idea of starting CMMS Radio with monologs and the transition to including guests and videos. Greg mentions the inspiration from other podcasters and the importance of adding value without selling. Scott and Greg discuss the challenges of starting a podcast and the importance of perseverance. Greg emphasizes the importance of having real conversations and not trying to satisfy everyone. Challenges in Asset Management and Reliability Scott and Greg discuss the challenges of maintaining asset management and reliability programs over time. Greg talks about the impact of leadership changes and the importance of preserving effective systems. Scott shares his experience with deploying systems like Indus Passport and the challenges of sustaining reliability efforts. Greg highlights the importance of continuous process improvement and the need for incremental changes. The Role of Technology in Asset Management Scott and Greg discuss the role of technology in asset management and the challenges of implementing comprehensive systems. Greg explains the similarities and differences between various asset management systems like CMMS, EAM, and APM. Greg emphasizes the importance of meaningful data collection and the role of frontline maintenance technicians. Scott and...
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Kristen Knapp interviews Daniel Borland, a franchise owner of KeyRenter in Orange County. Daniel shares his extensive background in commercial real estate lending and investing, discussing the challenges he faced in property management and how he transitioned to owning a franchise. He emphasizes the importance of community connections, the role of asset management, and offers advice for those looking to move from corporate jobs to entrepreneurship. The conversation highlights the unique challenges of California's real estate market and the value of having a trusted property manager. 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 —--------------------
Asset management is a key component of successful real estate investing, but what does that entail? How is it different from property or portfolio management? In today's episode, I breaks down the specifics of asset management and how it plays a critical role in commercial real estate investing. Join Our Investor Club: https://bit.ly/3IKd8s2 This episode was originally released on May 10, 2024.
We've all heard it: location, location, location. But what does that really mean when you're underwriting multifamily deals—and how should it actually impact your numbers?In this solo episode, I break down the real, tangible differences between buying in a good location versus a bad one—within the same asset class. Drawing from years of operating properties across varying submarkets, I share the operational, financial, and time-management impacts that location has, far beyond the cliché.Join us as we explore:The operational realities of good vs. bad locations (even within the same class)Why vacancy, turnover, and repairs should change in your underwriting based on locationThe “ripple effect” location has on demand, resident retention, and NOIHow location impacts your renovation scope and the rent premiums you can achieveWhy better-located properties often deliver a higher dollar per hour return on your time—even with slightly lower projected IRRsAre 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
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing how middle market EBITDA has declined 20-25% since 2019, creating what he calls the "K-shaped economy." His investment stories are legendary, particularly his $600+ million bet on NYC taxi medallions, which we go into in great detail. We discuss Marblegate's approach to negotiation, sourcing deals directly from hundreds of regional banks, and understanding the human element in distressed situations. Please enjoy this conversation with Andrew Milgram. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. – This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ridgelineapps.com to learn more about the platform. – This episode is brought to you by AlphaSense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:58) Understanding the K-Shaped Economy (00:07:08) Middle Market Challenges and Data Insights (00:16:56) Distressed Investing Explained (00:25:06) The Taxi Medallion Investment Story (00:46:46) Navigating New York's Taxi Medallion System (00:47:17) Building Relationships with Regulators and Unions (00:50:22) Taking the Taxi Operation Public (00:51:26) The Future of Autonomous Vehicles and Medallions (00:54:30) Investment Strategies and Risk Management (00:58:41) Negotiation Principles and Human Drama (01:11:55) Personal Reflections and Formative Experiences (01:17:22) The State of the American Economy (01:23:29) Insights on Private Credit and Equity Markets (01:30:39) Future of Asset Management (01:33:16) The Kindest Thing Anyone Has Done For Andrew
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