Marcia talks with Scherrie L Prince on Profit With A Plan Podcast about Asset Protection and Entrepreneurship Personal and Business Asset Protection: Highlighted Sherrie Prince's personal experience with the impact of a lack of will. Emphasized the need for a comprehensive plan for safeguarding personal and business assets. Introduced the 30-day Profit Booster training by Marcia Riner focused on increasing net profit. Entrepreneurial Journey Insights: Sherrie Prince shared her entrepreneurial journey, starting with challenges in a partnership at age 21. Discussed ongoing challenges related to personal finance and investing. Emphasized the importance of recognizing life's signals toward entrepreneurship. Asset Management and Supportive Networks: Stressed the importance of identifying, inventorying, and classifying personal and business assets. Highlighted the value of a supportive network ("village") including an insurance agent, banker, financial advisor, and attorney. Marcia's emphasis is on seeking legal advice early to prevent issues. Business Exit Strategies: Importance and Planning: Discussed the importance of planning for business exits from the outset. Emphasized considering different exit strategies such as selling the business, bankruptcy, or dissolution of the partnership. Shared personal experiences illustrating the financial and emotional hardships of not having an exit plan. Legal Protection Strategies for Businesses: Outlined a three-entity structure for legal protection, including a personal entity, holding company, and operating company. Acknowledged potential benefits despite cost and complexity concerns. Highlighted equity stripping as a strategy for shielding assets, with consideration of costs and time. Stressed the importance of legal protection for businesses of all sizes. Insurance Coverage and Business Dynamics: Discussed the importance of adequate insurance coverage without overinsuring. Suggested saving money on premiums through a legal structure offering comparable or greater protection. Emphasized the significance of team dynamics and tailored business plans. Explored the potential use of AI, including Chat GPT, in simplifying business planning processes. Business Operations and Advisors: Focused on tailoring business plans based on specific needs. Discussed the role of business entities, filings, and the need for multiple entities for risk management and protection. Highlighted the potential use of AI, such as Chat GPT, in business operations. Concluded by stressing the need for the right team of advisors and the importance of protecting business assets. Listeners can find Scherrie's monthly webinar "Asset Protection Blueprint" at https://www.scherrieprince.com/ap-blueprint. _____________________________________ Want a 45% boost to your net profit? Join Marcia's new training, "30-Day Profit Booster". Just by following a simple 3-step method that doesn't require chasing more customers. This quick & easy profit-boosting strategy can be done without spending more on marketing, hiring additional staff, or working longer hours. Go check out https://www.30dayprofitbooster.com for this free training and valuable information Please subscribe & ring the bell for reminders about next week's show About Marcia: She is a business growth strategist who helps business owners double and triple their revenue, profit, and the value of their company. In fact, she is able to show prospective clients a clear pathway to profit and an impactful ROI for working here before hiring her firm. Through her proven Profit Booster™️ strategies, she gets results. Marcia is the CEO of Infinite Profit Consulting and can be found at https://www.InfiniteProfitConsulting.com Got questions? Text Marcia @ (949) 229-2112 ♾️
Integrators are vital in business, acting as the glue that binds elements into a unified whole. In real estate, they play a crucial role, similar to Gannon Coffman's expertise as an operational leader. So, explore the functions of a chief operating officer and how they optimize systems to drive real estate success. Dive in! Topics on Today's Episode General functions of a chief operating officer in a RE business Cost-saving strategies for commercial real estate investments What to expect when working with a visionary leader The importance of having a good company culture Biggest challenges COOs face in real estate and ways to address them Resources/Links mentioned Slack Traction by Gino Wickman | Kindle, Paperback, and Hardcover The E-Myth Revisited by Michael E. Gerber | Kindle, Paperback, and Hardcover Trust But Verify by Corey Peterson | Kindle and Paperback Elevate your understanding of real estate by claiming your FREE copy of Corey Peterson's book, Trust But Verify. Text "BOOK" to (480) 500-1127 and learn the essential skill of critically evaluating real estate syndicators! About Gannon Coffman Gannon is the COO of Kahuna Investments, a vertically integrated private equity real estate company specializing in multifamily and student housing investing. He has over 15 years of experience in commercial real estate brokerage and development. Gannon has a Master's in real estate development and a Bachelor's in business and corporate communications. Connect with Gannon Website: Kahuna Investments LinkedIn: Gannon Coffman Want to invest alongside the Kahuna Investments team? Save your spot in our upcoming webinar, where we discuss how you can join our Private Investor Club and get access to our deal rooms exclusively. Now's your chance to start apartment investing, so visit kahunainvestments.com/webinar to register! Take the first step towards financial success by learning more about Kahuna Investments, and if your investment goals align with our formulas and approaches – book a short 15-minute Virtual Coffee call with us at kahunainvestments.com/coffee today! Are you ready to experience the cash flow life? Just text “BOOK” to (480) 500-1127 to get a FREE copy of Corey's book, Copy Your Way to Success, and learn how apartment investing can change your life today! Don't forget to download my Free Workshop Quick Start Video Series, and if you like what you have heard, please leave a review on iTunes.
Dave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool. Start your free trial of YChartsAlso, win up to $150 in cash, cash prizes, or merch by taking our listener survey:Listener Feedback Survey
We have an executive spotlight, today, and we're very excited to have Brian Roelke, President and Chief Investment Officer of Kuvare Asset Management on with us.
#Republic #Avalabs #Tokenbridge Tune in to this episode of the Security Token Show where this week Herwig Konings & Jason Baraza cover the industry leading headlines and go into the leading headlines on how the UK embraces asset management tokenization! This week we also have special guest interviews including Jeff Vier, Senior Director of Tokenization at Republic, Morgan Krupetsky, Director of BD, Institutional at Ava Labs, Stephen Ashurst, Co-Founder & CEO at Tokenbridge and Daron Pearce, Executive Chairman of Tokenbridge. Herwig's Company of the Week: Calastone: https://www.calastone.com/ = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ All articles that were discussed were sourced from https://STOmarket.com/news Check out our medium blog for more news! Token Debrief Japan's Osaka Digital Exchange Embraces Security Tokens: https://finance.yahoo.com/news/japan-embraces-security-tokens-osaka-113439697.html?guccounter=1 Japan's Okasan Securities to Issue Tokenized Bond to Retail Investors: https://www.ledgerinsights.com/okasan-securities-digital-bond-retail/ Asset Manager China AMC teams up with HashKey and Hamsa to Tokenize: https://www.einnews.com/pr_news/669502889/china-amc-hk-hashkey-and-hamsa-forge-mou-to-propel-web-3-0-in-the-asset-management-industry-in-hong-kong Figure Lending to IPO with JPM, GS, Jeffries Support: https://www.ledgerinsights.com/figure-ipo-goldman-jpm-jeffries/ Capgemini and EuroClear Team Up to Launch D-FMI Tokenization Service: https://ml-eu.globenewswire.com/Resource/Download/3bd200f5-2a1c-4ac0-9a7a-647a2966c3bb FIRSTavenue Makes Strategic Investment into Frictionless Markets: https://www.firstavenue.com/media/firstavenue-drives-innovation-within-the-private-markets-by-making-strategic-investment-in-frictionless-markets/ UK To Launch Digital Securities Sandbox, Authorizes Fund Tokenization with Blueprint: https://www.calastone.com/insights/a-blueprint-and-breakthrough-for-uk-fund-tokenisation/ The Market Movements Philippines Government Sell $270M in Maiden Tokenized Treasury Bonds: https://www.bloomberg.com/news/articles/2023-11-20/philippines-sells-270-million-of-maiden-tokenized-bonds#xj4y7vzkg Canton of Zurich Issues Digital Bond Settled with Wholesale CBDC: https://www.ledgerinsights.com/canton-zurich-idigital-bond-wholesale-cbdc/ Asset Manager Report Suggest Tokenized Funds Are the Future: https://www.ledgerinsights.com/fund-tokenization-within-3-years/ = Check out our Companies = Security Token Group: http://securitytokengroup.com/ Security Token Advisors: http://www.securitytokenadvisors.com/ Security Token Market: https://stm.co InvestReady: https://www.investready.com ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction: UK Embraces Asset Management Tokenization 1:04 Japan's Osaka Digital Exchange | The Token Debrief 1:51 Okasan Securities Tokenized Bond | The Token Debrief 3:16 China AMC, HashKey and Hamsa | The Token Debrief 5:23 Figure Lending to IPO with JPM, GS, Jeffries Support | The Token Debrief 7:40 Capgemini & Euroclear | The Token Debrief 9:03 FIRSTavenue investment into Frictionless Markets | The Token Debrief 10:45 UK Digital Securities Sandbox | The Token Debrief 15:18 Republic & Avalanche | STS Interviews 22:09 Philippines Government $270M Tokenized Treasury Bonds | The Market Movements 23:20 Canton of Zurich Digital Bond Settled with Wholesale CBDC | The Market Movements 24:51 Calastone Report suggest Tokenized Funds are the Future | The Market Movements 25:58 Tokenbridge Launches in the UK | STS Interviews 25:43 Company of The Week: Calastone
On this week's Industrial Talk we're onsite at Xcelerate 23 in Orlando, FL and talking to Will Rogers, Maintenance Manager at Able Aerospace about "Maintenance and Asset Management in Action". Summary of our conversation: Industrial IoT security and email usage in the workplace. 0:00 Palo Alto Networks offers industrial IoT security solutions with ROI and complexity reduction. Scott MacKenzie and an unnamed speaker discuss email usage at Abel Aerospace. Improving facilities management software and reporting structure. 3:30 The speaker is interested in improving their facilities engineering management skills and learning about new features in x5. MacKenzie and Will discuss the limitations of Excel spreadsheets and the importance of reporting structure in making better decisions. Aerospace MRO services and quality control. 7:19 Able Aerospace repairs and modifies aircraft parts for customers, ensuring quality through non-destructive testing and in-house capabilities. Able Aerospace Services has been in the aerospace industry for 40 years, growing from a privately held plating shop to a global company acquired by Textron in 2016. Automation in aerospace industry with Scott MacKenzie. 11:08 Will discusses the increasing use of automation in aerospace manufacturing to improve accuracy and reduce errors. Abell Aerospace installed a FANUC robot to automate a mundane task, reducing workload and improving safety. Will Rogers from Able Aerospace discusses maintenance, reliability, and asset management solutions at Accelerate 2023. Finally, get your exclusive free access to the Industrial Academy and a series on “Why You Need To Podcast” for Greater Success in 2023. All links designed for keeping you current in this rapidly changing Industrial Market. Learn! Grow! Enjoy! WILL ROGERS' CONTACT INFORMATION: Personal LinkedIn: https://www.linkedin.com/in/will-c-rogers-35a34647/ Company Website: https://www.ableengineering.com/ PODCAST VIDEO: https://youtu.be/XZh961L0iE8 THE STRATEGIC REASON "WHY YOU NEED TO PODCAST": OTHER GREAT INDUSTRIAL RESOURCES: NEOM: https://www.neom.com/en-us Fictiv: https://www.fictiv.com/ Palo Alto Networks: https://www.paloaltonetworks.com/ot-security-tco Palo Alto Networks...
Susan Clarke is Senior Manager of Building Operations Strategy at Autodesk where she is focused on supporting her team's expansion into operations including the recently formed strategic alliance between Autodesk and Eptura. Recorded live in London, Mike Petrusky asks Susan about the “mega-trends” and technologies impacting the built environment as they explore opportunities for asset management leaders and make predictions for the industry in 2023. Susan sees the rise of IoT tools and data-driven insights, an increased volume of renovations in existing facilities and prioritization of energy management to achieve corporate ESG goals. Mike and Susan offer inspiration, music and stories about life in London as they encourage you on your journey to be an Asset Champion! Connect with Susan on LinkedIn: https://www.linkedin.com/in/susan-clarke-79b3a225/ Explore the Autodesk website: https://www.autodesk.com/ Learn more about Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://assetchampion.iofficecorp.com/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/
Suhail Bhatia, Director of Asset Management, shares the inception of CHIC, highlighting its commitment to bringing world-class accommodation to a region hungry for quality. Dive into the challenges and triumphs of simultaneously developing five state-of-the-art hotels, fueled by a vision for sustainable growth. Explore the strategic partnerships, including the game-changing collaboration with Accor, and discover how CHIC is revolutionizing the hospitality landscape with innovative technology like digital keys. From boosting local economies to pioneering future-ready solutions, CHIC's story is a testament to the golden era of opportunities unfolding in Africa.
Nvidia's latest quarterly results have surpassed expectations amid increased demand for AI. Demand for Nvidia's graphics processing units has been exceeding supply, and the company has tripled its year on year revenue. Milford Asset Management's Felix Fok explains why the company is thriving amongst the AI wave. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Nvidia's latest quarterly results have surpassed expectations amid increased demand for AI. Demand for Nvidia's graphics processing units has been exceeding supply, and the company has tripled its year on year revenue. Milford Asset Management's Felix Fok explains why the company is thriving amongst the AI wave. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Mercia Asset Management PLC (AIM:MERC) CEO Dr Mark Payton speaks to Thomas Warner from Proactive after the specialist asset manager announced it has successfully disposed of its largest direct investment nDreams, a virtual reality studio specialising in developing and publishing VR games, in a profitable sale to diversified video gaming investment group Aonic. Dr Payton starts by giving a brief overview of the business, highlighting Mercia's primary focus on venture capital, which accounts for about half of its capital deployment. Mercia operate across the UK with 11 offices, supporting entrepreneurs and startups. He goes on to explain the background to the disposal of nDreams, noting that the transaction has allowed Mercia to realise a substantial return on its investment. Dr Payton emphasises Mercia's ongoing commitment to the growth of the UK's entrepreneurial ecosystem and their strong belief in the potential of their portfolio companies. Despite challenging economic conditions, Mercia remains active in identifying and seizing investment opportunities, with a focus on long-term growth and support for serial entrepreneurs. The interview concluded on a positive note, highlighting Mercia's role as a supportive investor in the UK's startup landscape, poised to continue backing ambitious entrepreneurs in their journey toward success. #MerciaAssetManagement #ImpactInvesting #VentureCapital #Entrepreneurship #InvestmentOpportunities #EONReality #StartupSupport #UKStartups #InvestmentStrategies #BusinessGrowth #SerialEntrepreneurs #EISInvestment #FinancialOpportunities #EconomicTrends #LongTermInvesting #FinancialMarkets #EntrepreneurialEcosystem #InvestmentInsights #InnovationLeadership #MarketSuccess #FinancialNews #ProactivInterview #ProactiveInvestors #Mercia #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
Today's guest today is Austin Root, Chief Investment Officer of Stansberry Asset Management. Previously, he co-founded and ran North Oak Capital, a New York-based hedge fund that received a strategic investment from Julian Robertson and Tiger Management. In today's episode, Austin starts off by discussing the combination of financial planning & investment management. After giving a masterclass on private credit, he shares why he describes himself as a tweener when it comes to investing, the role of gold in portfolios, and much more. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices
In questo episodio:Alcuni fattori tecnici che hanno guidato il rimbalzo sembrano perdere forza, ciò non significa che il mercato debba tornare a scendere, anzi, il particolare periodo dell'anno può ancora aiutare i mercati a salire, ma più probabilmente entreremo in una fase laterale.Ci presenteremo alle porte del nuovo anno con un mercato consensuale sulla potenziale performance positiva dei Bond. Una recessione porterebbe comunque i tassi a scendere aiutando i governativi e i corporate di qualità, ma facendo sicuramente salire la volatilità sull'azionario.Dovremo quindi attenderci un rallentamento dell'inflazione e dell'economia e parecchia rotazione settoriale a favore di settori più difensivi come ad esempio utilities e pharma, che beneficerebbero anche del movimento tassi.Il 2024 sarà lungo e interessante perché negli Stati Uniti ci saranno le elezioni e, se Trump dovesse tornare come valido candidato, il mercato si porterebbe avanti nei mesi precedenti scontando nuove tariffe e dazi, possibili politiche fiscali espansive, ma anche deregulation nel settore energetico.
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? On this Talking Heads podcast, Andy Craig, Co-head of the Investment Insight Centre, talks to Hubert Aarts, Deputy Chief Investment Officer for listed equities and Senior Portfolio Manager at Impax Asset Management, about the outlook and the opportunities in areas from renewable energy, environmentally friendly buildings and green transportation to sustainable housing and offices. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am
Dayna Gilbert, Leor Marguilles and Greg Gilbert join episode 58 of the Toronto Under Construction podcast to talk about Toronto's real estate market outlook, building and innovation, purpose built rentals and the removal of HST for rental housing, Projects and Developers facing receivership and the HCRA, and developing outside of Toronto. *Sponsored by: BCGi Baron Consulting Group Executive Search*
Introduction to Asset Management with April and Miranda In their new series on Cinnaire's Advancing Communities podcast, AM With A&M, April Priebe (A) and Miranda Bialk (M) will be introducing listeners to the world of asset management (AM). April is an asset manager for Cinnaire's special assets and Miranda is an asset manager for construction and lease up. Together they have over 22 years of experience working in affordable housing, specifically with property and asset management. The AM With A&M podcast is designed to discuss issues, share strategies and provide resources to professionals working in the AM field. Topics will include an introduction to the fundamentals of AM, how to manage troubled or stressed assets, and how to view AM through the syndicator's lens. Each month, April and Miranda will be inviting leaders in the industry to share their insights. During the next podcast, they will be sitting down with Beth Baar, Cinnaire's manager of construction and lease up. Follow Cinnaire on social media to learn about upcoming podcasts. To listen to Advancing Communities Podcast, click below for: Apple Podcasts Google Podcasts
How can one maximize occupancy rate in their rental properties?In this episode of The Real Estate Mindset podcast, we tackle the tricky terrain of property underwriting and asset management challenges with Mike Tarvella. He doesn't just share the troubles you might face, he provides creative strategies to overcome them. From implementing a non-refundable move-in fee to setting up a surety bond to cover damages and delinquencies, Mike is a wellspring of knowledge. Mike also shares his experience as an asset manager in Tahoe, where he battled various challenges but remained resilient and determined. He offers up valuable advice on real estate consulting and optimizing investments, utilizing his CPA background to identify stories behind the numbers. Mike's experiences provide a treasure trove of tips for anyone interested in multifamily ownership and asset management. What we discuss:(05:15 - 06:00) Transitioning to GP, Building Income Slowly (13:28 - 14:59) Rates, Insurance, Leasing, and Expansion (18:04 - 18:56) Fixing Property Management Issues (21:27 - 22:51) Creative Strategies for Increasing Occupancy (25:33 - 26:16) Determining Cost-Effective Property Upgrades (29:15 - 30:17) Optimizing and Supporting Distressed Groups (33:54 - 34:47) Discussing Reports and Data ManagementTo learn more about Mike:Website: https://www.miketaravella.com/
Guardando ai dati pubblicati la scorsa settimana, gli investitori si sono convinti che non ci saranno altri rialzi dei tassi di interesse. Hanno così continuato a godersi la fase positiva dei mercati, prima che si esaurisca e senza troppo pensare al futuro incerto. Ascolta l'aggiornamento del 20 novembre dalla voce di Stefano Castoldi.
How do we take a lot of this data that usually is hidden from students and teachers and kept in IT departments and make that part of the learning process of supporting us in our tech world? We ask big questions like that and more in today's conversation with Incident IQ's Emily Stapf. We debunk a lot of misguided ideas about asset management, so ask yourself: Are you falling for these common myths about asset management in schools? Myth #1: Asset management is only relevant for large school districts. Myth #2: Asset management is only about tracking devices. Myth #3: Asset management is a burden on staff and adds unnecessary complexity. In this episode, we will debunk these myths and reveal the truth about the importance of asset management in schools, providing valuable insights and strategies that can revolutionize your school's technology management practices. Ready to learn more about our guest? Emily Stapf works for Incident IQ as a Customer Success Manager. Based in Knoxville, TN, she comes to us from Knox County Schools where she was a computer technician and IT Asset Specialist. She earned a BBA from the University of Toledo in Marketing and Management. In her free time she and her wife are building a small cabin to enjoy with their two pups, Sam and Ollie. She also enjoys traveling, reading, running, puzzles, and crocheting. www.incideniq.com https://www.linkedin.com/in/emily-stapf-46016591/ Key moments to watch out for:00:00:44 - Importance of Asset Management 00:02:09 - Teaching Opportunities 00:04:03 - Data and Reporting 00:07:16 - Budgeting and Planning 00:09:42 - AI and Generative AI 00:11:25 - Challenges and Passwords 00:15:48 - The Process of Learning a New System 00:17:14 - Incident IQ as a Single Pane of Glass 00:19:14 - The Importance of Visibility and Communication 00:20:06 - The Benefits of a System Made Specifically for K-12 Education 00:22:02 - Customer Support and Training How can you take this episode further? Check out the Events feature on the Incident IQ website to learn how you can easily manage room reservations and event scheduling. Consider implementing asset management practices in your school or district to track and report on devices used by students, such as laptops and iPads. Explore the benefits of using Incident IQ's reporting capabilities to track device repairs, software issues, and other asset management data. Learn how asset management can be a teaching opportunity for students, parents, and caretakers, by emphasizing the importance of taking care of expensive technology. Discover how Incident IQ's custom views and reporting features can help you analyze data on device issues by grade level, such as cracked screens or hardware damage. Consider using Incident IQ's asset management system to budget for future device replacements based on lifespan and anticipated expiration dates.
Lex chats with Eva Shang, CEO of Legalist - a technology-powered investment firm specialising in alternative assets. Shang discusses her company's strategies in litigation finance, bankruptcy, and government receivables. She explains that Legalist uses technology and data analysis to identify investment opportunities in the legal space. Shang also discusses the challenges and complexities of underwriting litigation cases and the importance of human judgment in the process. She highlights the need for uncorrelated sources of return in the investment landscape and the potential for technology to transform other asset classes. Shang also expresses caution about retail investors entering alternative investment spaces without proper knowledge and understanding of the risks involved. MENTIONED IN THE CONVERSATION Legalist's Website: https://bit.ly/46masHpEva's LinkedIn profile: https://bit.ly/49GENmD Topics: fintech, hedge fund, litigation finance, asset management, alternative investments, AI, artificial intelligence, underwriting, investment Companies: Legalist, Y-Combinator, LexisNexis ABOUT THE FINTECH BLUEPRINT
En este episodio platicamos con Miguel Kudry, ex compañero de Lalo y Abraham en Bitso, con experiencia en Asset Management y desarrollo de producto. Actualmente trabaja en L1 Advisors. ¡Acompáñanos! Sigue a Miguel y a L1 Advisors: X: @kudry @L1Advisors https://l1advisors.com/ ¿A qué te dedicas actualmente? ¿Cómo identificaste que L1 Advisors era el siguiente paso en tu camino? ¿Qué es L1 Advisors? ¿Cómo lograron asociarse con Van Eck? ¿Cuál es el enfoque de L1 Advisors y cómo es que alguien podrá convertirse en un Advisor? ¿Qué es Van Eck? ¿Cómo convergen DeFi con TradFi? No reinventes la rueda; úsala para desarrollar un producto. ¿Cómo es el camino del usuario en L1 Advisors? Los nativos cripto se adueñan de las nuevas finanzas ¿Cómo influirán las nuevas tecnologías de la industria en tu producto? ¿Qué le preguntarías a Satoshi? Learn more about your ad choices. Visit megaphone.fm/adchoices
Latest data shows market confidence has returned to New Zealand. Stats NZ's monthly price report showed airfares, petrol and food prices were down across the board, and the NZX has shot up by 5 points in November. Milford Asset Management Jeremy Hutton explains what this means for the coming months. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Put AI to work on your farm: https://farmwave.io/Gold Leaf Farming: https://www.goldleaf.ag/Today's episode features the Director of Asset Management at Gold Leaf Farming, Sawyer Clark. Gold Leaf was founded in 2017 by Brandon Rebiero and Jack McCarthy. Sawyer met Jack while they were both in business school at Stanford, and soon became a part of the team. In today's episode, Sawyer and I talk about Gold Leaf's model for investing in farming, specializing in just a few permanent crops, how they add value after acquisition including transitioning to organic, hiring top talent, and embracing technology. We also have a lengthy discussion about the types of technology that has worked - and not worked - for their operation. Sawyer describes himself as a farm kid from Oregon's Willamette Valley, where his family continues to grow hazelnuts to this day. He spends his time at Gold Leaf Farming split between acquiring new properties and leading operational initiatives with the farm team - especially those regarding the company's sustainability practices.Before joining Gold Leaf, Sawyer served as an Intelligence Officer in the U.S. Army, bootstrapped and joined a couple startups, and completed a short stint in a family investment office. Sawyer received an MBA and MS in Environment & Resources from Stanford University.
In this podcast episode, Rama interviews Tom Zeeb from Traction Real Estate Mentors about his journey into real estate investing. Tom shares his initial struggles with debt and how a near-death experience in India prompted him to change his life. He discusses his first disastrous property deal and the lessons he learned about effective marketing and negotiation. Tom also highlights common mistakes in business, such as the lack of marketing and repetition, and advises on overcoming challenges. Despite the current market slowdown, Tom remains optimistic about the opportunities in real estate investing.Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: firstname.lastname@example.orgWebsite: www.ushacapital.comRegister for this year's Multifamily AP360 Asset Management - 2023 virtual conference Asset Management 2023 (mykajabi.com)Register for this year's Multifamily AP360 virtual conference - multifamilyap360.comTo find out more about partnering or investing in a multifamily deal: email: email@example.com
Warwick Life host Scott Nerney talks with Spinnaker Asset Management Certified Financial Planner Lisa Picillo. Spinnaker Asset Management is a small Warwick firm that offers customized and personalized retirement planning. Hear myths about financial planning, how financial planners work with clients of all ages to set and meet their retirement goals, and how expert advice can help you navigate complex investment options. Visit the Spinnaker Asset Management website. Write to Lisa at firstname.lastname@example.org. Warwick Life highlights what's special in Warwick, Rhode Island and helps listeners get the most from this seaside community. Warwick Life is produced by Scott Nerney and presented by the Varnum Memorial Armory Military & Naval Museum. Write to email@example.com. Music by Tess Der Manouelian.
Historically, investors have predominantly relied on traditional assets such as stocks and bonds to build portfolios. These classic investments have undoubtedly proven their worth over time. However, the modern era has ushered in new opportunities that challenge the status quo. Liquid alternatives, also known as alternative investments, are at the forefront of this revolution. In this episode, Rusty and Robyn talk with Michael Green, Portfolio Manager and Chief Strategist at Simplify Asset Management. Michael has been a student of markets and market structure for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF, and numerous other industry groups and associations. Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers. Known for his expertise in alternative investments, Mike talks to Rusty and Robyn about the rise of liquid alternatives, such as ETFs and managed futures, and their benefits to investors. He emphasizes the need for diversification and the opportunity to do something different in a market dominated by passive equity and bond exposure. Mike also shares insights on the role of commodities in portfolios. Key Takeaways [02:18] - Mike's background and how he got to his current position. [03:38] - How Simplify differs from other investment firms. [05:02] - Why investors should consider investing in alternatives. [06:33] - Mike's thoughts on liquid alternatives such as ETFs. [08:13] - Challenges and reasons for the limited number of ETFs in the alternative space. [09:49] - Examples of alternative strategies that work well in an ETF format. [11:27] - The pros and cons of managed futures as a strategy. [14:38] - Mike's view of commodities from a strategic standpoint. [21:03] - The recommended strategic weight for alternatives in portfolios. [23:08] - The concept of crowding out in passive investing. [29:23] - The catalysts for a shift in portfolio construction. [32:34] - Mike's take on the credit markets. [37:18] - Mike's thoughts on how AI impacts the markets and financial advice. [39:27] - How Mike maintains his physical and mental energy to perform at a high level. [42:12] - The people Mike is thankful for professionally. [43:44] - Mike's recommendations for content. Quotes [05:26] - "The opportunity to do something different is actually a chance to get in front of the crowd in terms of changing the allocation." ~ Michael Green [11:54] - "The real core behind managed futures is simply to reinforce momentum trends and the strength of those trends. It's a strategy that does really well in periods of uncertainty, moving to the resolution of that uncertainty." ~ Michael Green [15:13] - "Commodities are something that we require on a go-forward basis. It's one of the better vehicles for protecting yourself against potential inflationary outcomes. It's also one of the more powerful tools for effectively isolating very significant changes in either supply or demand characteristics in the global economy." ~ Michael Green Links Michael Green on LinkedIn Michael Green on Twitter Michael Green's Substack Simplify Asset Management Highway to Hell by AC/DC Logica Funds Canyon Partners Facts and Fantasies about Commodity Futures Grant Williams Mitchell Julis Matt Stoller BIG by Matt Stoller Honestly Podcast Hidden Forces Podcast Danielle DiMartino Booth Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion 3072-OPS-11/10/2023
Greg Butcher is an experienced investor in real estate, specializing in multifamily properties. He began his real estate journey by investing in single-family homes, but after discovering the potential of multifamily real estate and syndications, he decided to expand his knowledge and investment strategy. Nine years ago, Greg joined a multifamily mentoring and educational program, just as he was retiring from active duty. During his first year in the program, he invested as a passive limited partner to learn the ins and outs of underwriting. In 2016, Greg took on a role as a general partner and successfully closed his first deal. With his expertise and dedication to the real estate industry, Greg continues to thrive as an investor in the multifamily market.Connect with Greg Butcher: https://bit.ly/kpichecklistTopics & Bullets:Introduction and BackgroundGreg Butcher's background and how he got into multifamily investingLessons learned from being a marine and applying them to real estate investingTips for Veterans Transitioning to Real Estate InvestingBalancing a job with real estate investingImportance of networking and surrounding oneself with knowledgeable individualsStarting small vs. jumping into multifamily investingImportance of Asset Management in Multifamily Real EstateLack of focus on asset management in education programsThe significance of asset management in today's economyGreg's motivation for creating KPI checklists for asset managementKPIs for Multifamily Asset ManagementMarketing and leasing KPIs: identifying marketing channels, lead flow, cost per lead and cost per lease signedImportance of managing ratios to improve effectivenessMarket-specific KPIs and the impact of market conditionsManaging Property Managers EffectivelyQuestions to ask when hiring a property management companyImportance of building a good relationship with property managersEffect of property management company size on support and effectivenessLessons Learned from SyndicationImportance of finding the right partnersLessons learned in tackling one's first syndicationBalancing realistic projections and preserving investor trustDealing with Challenges in Real Estate InvestingImpact of rising interest rates on floating rate debt propertiesHandling unforeseen events such as the COVID-19 pandemicStress testing and mitigating risks in real estate investmentsGreg's Experience in SyndicationNumber of properties syndicated and current assets under managementPerformance of fixed rate debt deals vs. floating rate debt dealsPersonal Recommendations and ToolsBook recommendation: "Best in Class" by Gary Lipsky and Kyle MitchellEssential tool: Excel for financial analysis and performance trackingAdvice for Real Estate InvestorsStart now and don't delayConsider entering syndication in commercial real estateExploring other asset classes such as self-storageClosing Thoughts and Additional ConceptsKey factors to consider for effective asset management: manager, meetings, measurement, cash and financial management, construction management, and communityImportance of fostering a sense of community for profitability and tenant...
Find The Time We have Brad Bunin on the show today talking about how to understand your natural gifts! He discusses how sales is a numbers game as you develop your system of reps along with how to talk to people while providing a value proposition. Jen's favorite part is how he stabilized a 96 unit within 90 days of closing! Whoa! Brad's Bio: 18+ years of experience in real estate with a specialized focus in multi family in recent years. Expert negotiator, serving in various roles such as acquisition, disposition, underwriting and valuation, leasing, debt structuring, risk management, and due diligence, including serving as the VP of Sales for a $400 million publicly traded organization. Currently serving as VP of Acquisition and Financial Strategy for a portfolio of 7 apartments buildings, with his team mostly recently stabilizing a 96 unit within 90 days of closing, exceeding Pro Forma estimates. Responsible for sourcing, structuring, and execution of new acquisitions. Expert in sales, acquisitions, deal structure, creative finance. Additional experience in Capital Raising and Asset Management. Utilizes relationships to source deals, negotiate creative financing, and pre-close due diligence. 7 years of prior experience in the debt and mortgage industry before transitioning to a multifamily investor Social Media Links: Bradley Bunin (Facebook) @BradBunin (YouTube channel coming soon but it is there!) – In Development but Foundational Finance and Freedom is the theme Expect content to be released in Q4. Website: www.buycoastal.org To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com To join HomeSchooled by Tarek, visit https://go.homeschooled.co/schedule-strategy-session?el=jenjosey
Mark Kostic is Senior Vice President, Asset Management, at Brookfield Properties in Chicago, IL, specializing in retail malls. In this enlightening episode, Mark gives his insights into the retail landscape and how Brookfield Properties is navigating the choppy waters. Brookfield is in 7 countries, and has 160+ assets, 130M+ SF, +/- 130 assets are in the US.
Ahead of ICMA's Asset Management and Investors Council forum in Zurich on 24th November, Oliver Tinkler, Senior Director of ICMA, speaks with Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, and Dr. Max Castelli, Managing Director and Head of Strategy & Advice at UBS Asset Management, about some of the global macroeconomic topics that will be discussed during the forum. · As we head toward 2024 what are the major factors that could disrupt the global economy? · What's the outlook for the developed markets, given the backdrop of high inflation and interest rates? Register here for free to join us in Zurich on 24th November: https://www.icmagroup.org/events/the-amic-forum-investing-for-the-longer-term-through-uncertain-markets/ Look out for our next AMIC podcast covering the markets which will be in early January 2024. If you'd like to contribute questions for our guests to tackle, please get in touch via email at AMIC@icmagroup.org Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an usually lacklustre Chinese economy – traditionally an EM growth engine. The reality, however, is that Beijing's efforts to re-engineer the economy have led to a situation where support for the economy appears centred more on tackling possible systemic issues than developing new growth engines.
Matt Picheny is based in NYC where he acquires and manages multi-family apartment assets across the southern US. Matt is also partnered with Y Street Capital on two projects. On today's show we are talking about asset management. To connect with Matt and to learn more, visit picheny.com ------------ Host: Victor Menasce email: firstname.lastname@example.org
If you're interested in learning from experienced operators, this is an episode you'll want to listen to. Multifamily syndicator Gary Lipsky provides a lot of practical advice for both passive investors and those looking to syndicate deals. Having done over $250 million in real estate deals, Gary shares great insights into asset management, a critical but often overlooked part of deal performance. Gary discusses how he actively manages his properties to hit financial targets and extract maximum value.About Gary LipskyGary Lipsky, president of Break of Day Capital, has successfully completed over $250 million in real estate transactions as a multifamily syndicator. Starting in 2002 with his family's first house, which he turned into a rental property when they moved, Gary gradually ventured into single-family rentals before transitioning to real estate full-time in 2016. With a focus on value-add multifamily deals in Phoenix and Tucson, he averages around four deals per year, including his first syndicated deal, a 42-unit apartment complex in Tucson, Arizona. Here are some power takeaways from today's conversation:[06:54] Gary's real estate investing journey[11:03] Defining roles: asset managers versus operators[15:55] The challenges of asset management[18:56] How LPs (Limited partners) should evaluate their asset management approach[33:42] How strategic investments in Tucson yielded remarkable returns[40:33] Real estate investing with a focus on asset managementEpisode Highlights:[15:55] The Challenges of Asset ManagementIn the realm of asset management, the landscape has become increasingly challenging. With loan covenants becoming stricter than ever, it is crucial to have a comprehensive understanding of aspects like earnouts and penalties. The reporting process for loan covenants has also become more time-consuming, demanding significant resources. Failing to execute the business plan can lead to complications such as cash calls or capital calls, putting the overall performance at risk. It is crucial to allocate resources effectively and ensure adherence to loan covenants to maintain a high level of success in asset management.[19:04] How LPs Should Evaluate DealsHere are some key things Limited Partners (LPs) should do to properly evaluate deals: Ask who specifically is the asset manager and if they can be part of the interview process. The asset manager is critical for deal performance. Inquire about the asset manager's typical day-to-day responsibilities and the number of properties they oversee. Fewer is better. Request to see the dashboard of Key Performance Indicators (KPIs) that are tracked and how often the sponsor checks in on them. Find out how frequently the asset manager communicates with property management and visits each property in person. More contact is better. Ask what questions the sponsor asks property management during check-ins to ensure they are executing the business plan. Determine how transparent the sponsor is about sharing actual property performance versus budgets. Any variations should be explained. Thoroughly vet the sponsor's communication approach, especially during challenges, to ensure they are responsive. This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.Resources Mentioned: Break of Day Capital Real Estate Investor PodcastPodcast Recommendations:Driven By InsightAvoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve SuhAdvertising Partners:TribevestRise48Aspen FundsGSP REIVyzer
In this episode of SecurPod, publisher Ralph C. Jensen sits down with Craig Newell to talk about key and asset management solutions in numerous security verticals. Newell is the vice president for sales and business development for Traka Americas. His career with the company spans more than 20 years. This Podcast discussion centers on production, service, R&D, and how Traka provides solutions to some of the biggest brands in the world, ultimately helping organizations better control their important assets while improving productivity, accountability and overall risk reduction of their critical processes. This episode is sponsored by Traka Americas.
One of the biggest decision drivers of a real estate project is its financing. For developers, raising capital from the right sources is critical to enabling the project to be completed. Over the years sources of capital for Indian real estate have evolved from the traditional Institutional Banking, to include NBFCs and Institutional Private Equity. Recently, we have seen a significant rise in Real Estate focused Alternative Investment Funds, or AIFs, which fall under the umbrella of Real Estate Private Equity investments. The AIF space has also shown the sharpest growth in the Indian investments industry over the past 5 years, with a CAGR of over 50% To talk to us about the rise of AIFs and the options the Alternatives Investments Space offers to both investors and developers, we have with us today Mr. Ramashrya Yadav, Founder & CEO of Intergrow Asset Management.An industry veteran, Mr. Yadav started his career at Shapoorji Pallonji & Co. before becoming the CEO-Real Estate Practice at Edelweiss Financial Services Ltd. Mr. Yadav founded Intergrow in 2021, to contribute to the democratization of real estate ownership and through financial assets.So get ready to explore the rise of real estate alternative investments in India!Have questions about Real Estate? Or topic you would love to hear more about on the Podcast? Connect with Concrete Conversations - The Indian Real Estate Podcast through the links below!Instagram: https://www.instagram.com/theindianrealestatepodcast/LinkedIn :https://www.linkedin.com/company/concrete-conversationsYouTube - https://www.youtube.com/channel/UCXn-Aw24pqfmULyym7hCi6Q
Sky TV has terminated discussions about a potential takeover with an unnamed third party. Last month, the company reportedly received an expression of interest from a prospective bidder hoping to buy the company out. Earlier today, Sky revealed they had received a non-binding offer from the third party that didn't meet their expectations. Milford Asset Management's Sam Trethewey explains why Sky rejected this proposed buyout. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this podcast episode, Manisha, co-founder of Your Social, discusses her digital marketing strategies for real estate agents. She explains her focus on realtors, leveraging social media platforms to build their personal brands and communities. She highlights the importance of engaging content, current trends, and the use of analytics. Manisha also discusses the power of organic social media, the effectiveness of different platforms, and the cautious approach to paid advertising. She further shares her strategies for converting social media communities into clients, emphasizing on the use of Instagram Reels and visually appealing video content.Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: email@example.comWebsite: www.ushacapital.comRegister for this year's Multifamily AP360 Asset Management - 2023 virtual conference Asset Management 2023 (mykajabi.com)Register for this year's Multifamily AP360 virtual conference - multifamilyap360.comTo find out more about partnering or investing in a multifamily deal: email: firstname.lastname@example.org
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the effect of higher interest rates. However, the full impact is likely to be felt in 2024. A slowdown could lead to a larger-than-expected deceleration in price pressures, potentially setting up the European Central Bank for rate cuts in the second half of 2024.
After eight years at the mike and 400+ Dentist Money™ Shows, we thought it was time to visit our archives and replay the podcasts that proved to be the most popular. On episode #222, Reese introduces Matt Mulcock. If you've ever wondered how your money might be handled by a large asset management firm, Matt compares Dentist Advisors' holistic planning approach with the firms he worked for that mix product sales with financial advice. Get to know more about Matt—and hear why he jumped at the chance to work for Dentist Advisors. Need answers to your financial questions but not ready for a full-service wealth manager? Check out our new Dentist Money Membership program. Are you ready to fully outsource your financial planning and investment management to a financial advisor who specializes in working with dentists? Check out our Private Wealth Management service.
Distressed Investing With George Schultze, Founder & CEO, of Schultze Asset Management ~ $100M AUM Website: https://samco.net/ Bio: George J. Schultze is Managing Member and Founder of Schultze Asset Management, LLC (SAM). He chairs the firm's Investment and Strategy Committees and, together with his team, makes the final decision on all investments for the portfolio. Mr. Schultze is widely recognized as an expert on distressed and special situations investing and is often quoted in the media regarding high profile reorganization cases such as the Chrysler Automotive bankruptcy. He is also a frequent speaker at industry conferences and graduate schools such as Harvard Business School. Prior to founding SAM, he honed his activist distressed investing approach with MD Sass. Before that, he was employed with Fiduciary Partners fund of funds, the Mayer Brown & Platt law firm, and Merrill Lynch. Mr. Schultze is a joint graduate of Columbia Business School and Columbia Law School, JD/MBA. He founded the Columbia Law School Investment Club and served as editor for the Columbia Business Law Review. He also authored several papers including: Negotiating the TWA Bankruptcy Restructuring, Tax Factors and ERISA Implications of Corporate Restructurings, and International Banking Law. While at Columbia, he placed 2nd in the 1995 business school annual stock-picking contest. Mr. Schultze earned a BA from Rutgers College where he graduated with a joint major in Economics/Political Science and the Henry Rutgers Scholar distinction. While at Rutgers, he won The Wall Street Journal Award for Excellence in Economics and placed 23rd nationwide (from over 14,000 participants) and first place at Rutgers in the 1991 AT&T Annual Stock Picking Contest. Although born and raised in the U.S.A., Mr. Schultze is fluent in German and Spanish. He is a regular contributor to the online version of Forbes, wrote the book on Vulture Investing, is a guest lecturer at Harvard Business School, and regularly speaks at industry forums. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
Douglas Brush, Founder and Court Appointed Neutral of Accel Consulting is our feature interview this week, interviewed by Frank Victory. News from Xcel Energy, Guild Education, National Cybersecurity Center, Coalfire, Red Canary, Zvelo and a lot more. Support us on Patreon! Fun swag available - all proceeds will directly support the Colorado = Security infrastructure. Come join us on the new Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at email@example.com This week's news: Colorado has the four most expensive housing markets in U.S. not on a coast Ten Reasons Why Denver Is a “Bastion of Geekdom” Colorado designated as official tech hub for quantum industry Aurora data center to become one of Xcel Energy's biggest customers, rivaling mines and steel mills Denver-area tech unicorn Guild just made a big investment in AI education National Cybersecurity Center Hosts Project Pisces Training And Onboarding - National Cybersecurity Center Maximizing the value of threat modeling Guardians of IoT: Strengthening the security of IoT-connected medical devices in the healthcare industry Validating detection for Gootloader with Atomic Red Team Cyber Insurance Tightens the Reins to Lower Risk Job Openings: Tiktok - Converged Security Technology Security Specialist Maximus - VP - Business Information Security Officer Tanium - Senior Cloud Cybersecurity Engineer, CCS Advanced Energy - Manager, IT Governance, Risk & Compliance Western Union - Cyber Security Governance Business Manager US Bank - Risk Framework Professional Datavant - Head of Information Security Governance Kroll - Vice President, Policy Writer, Cyber Risk Modivcare - Sr. IT Governance Analyst Meta - Security Partner - Infrastructure Upcoming Events: Let's Talk Software Security - What's Your Biggest Security Challenge? - 11/8 ISSA Denver - November Chapter Meeting, Asset Management - 11/8 CISO Debate Series: Will more government regulation help drive better security? - 11/9 ISSA Denver - The New SEC Reporting Rule and the End Cybersecurity as We Know It - 11/9 ISSA COS - November Mini Seminar - 11/11 CSA Colorado - Security Insights With James Condon - 11/14 ISSA COS - November Chapter Meeting - 11/14 ISC2 Pikes Peak - November Meeting - 11/15 ISSA Denver - Inaugural Veterans Special Interest Group meeting - 11/16 ISACA Denver - SEC Cybersecurity Disclosure - 11/16 ISSA COS - Mentoring Mixer and Log Wars - 11/30 Colorado Cyber Security - Cyber First Friday - 12/1 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at firstname.lastname@example.org. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0
⭐ My guest today is Lila Preston, Head of Generation Growth Equity. Generation Growth Equity is a part of the larger Generation Investment Management, an investment management firm founded in 2004 by former US Vice President Al Gore and Goldman Sachs' Asset Management head David Blood, with a focus on sustainable investment options. They now manage about $40B. Generation Growth Equity invests globally in growth-stage, private companies with proven technology and commercial traction, run by talented, mission-driven management teams. They take active minority positions in companies that are driving broad-based, system-positive change. They're now investing out of their fourth fund, a $1.7B vehicle. Lila joined Generation in 2004. Previously, she was a director of finance and development at VolunteerMatch in San Francisco and was also a Fulbright Fellow in Southern Chile. She received a BA in English and Latin American Studies from Stanford University and an MBA from London Business School. She serves on the board of Nature's Fynd and as a board observer for CiBO Technologies, Optoro, and Pivot Bio. She is also on the Board of Advisors at Columbia University's Mailman School of Public Health and is a Young Global Leader of the World Economic Forum. ---
This is Eric Golden and my guest this week is by Corey Hoffstein, the Founder and Chief Investment Officer of Newfound Research. Corey offers a fascinating and distinctive take on investing, which we delve into during our discussion. We cover topics like portfolio allocation, diversification and the innovative approach known as Return Stacking. We wrap up with lessons learned from 15 years of running an Asset Management firm. Please enjoy this conversation with Corey Hoffstein For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Show Notes (00:02:00) - (First Question) The origins of the 60/40 portfolio (00:04:30) - How to tackle the allocation problem when it comes to 60/40 (00:08:15) - How Corey deals with the doubters when the strategy doesn't work (00:12:00) - Reasons why it makes sense to continue to participate even when there have been periods of underperformance (00:15:00) - Diversification in futures and stocks to create a less volatile investment journey (00:19:15) - The origins of return stacking (00:28:00) - Skepticism, evolution, and potential risks associated with portable alpha (00:33:30) - The need for careful risk management and the importance of rebalancing when using leverage to amplify investment returns (00:36:30) - Using historical data to determine the funding rate (00:40:00) - Implied funding rates and the spread between futures markets and spot markets (00:44:45) - The complexity of measuring market positions and strategies when it comes to futures and bonds (00:46:30) - The challenges Corey faced when starting an asset management firm (00:52:45) - The importance of presenting products in an understandable way for investors (00:54:30) - Examples of products or investment ideas that Corey got wrong (00:58:30) - The competitive nature of the ETF landscape and the importance of branding (01:02:00) - Corey's success navigating the challenging landscape of the ETF space (01:05:15) - Fee competition and brand differentiation have led to firms exploring regulatory grey areas (01:06:30) - The distinction between speculation and investing Learn more about your ad choices. Visit megaphone.fm/adchoices
Jillian Murrish is Co-founder and CEO of Pier Asset Management, where she manages the firm and heads business development. Before founding Pier, Jillian was EVP of Capital Markets at Patch of Land and an investment banker at Houlihan Lokey. On this episode, Chris and Jillian discuss: Senior Credit Facilities Litigation Finance Underwriting risk Consumer Loan defaults Why private credit firms should not be regulated like banks We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. https://www.thefortpod.com/survey Links Jillian on Twitter Pier Asset Management Topics (00:00:00) Intro (00:01:30) Jillian's background and career (00:10:39) Getting great prices for great assets vs. great prices for messy assets (00:15:24) Providing senior credit facilities (00:16:39) Why would someone borrow from you vs. a bank? (00:19:28) Do you have a capacity of how much you can lend? (00:21:58) Litigation Finance (00:33:42) How are you sourcing deals? (00:35:11) Are there common traits in deals that allow you to underwrite risk? (00:37:53) Music royalties (00:44:05) What are you seeing in today's environment? (00:46:14) Is the consumer paying their loans? (00:49:07) What's the shortest duration you want to be in a loan for? (00:50:39) What's happening in the auto loan world? (00:56:17) How do you think about secured vs. unsecured notes? (00:58:23) What % of deals do you write that you need to repo? (00:59:19) Why and why not private credit firms should be regulated like a bank (01:01:43) Do you have a favorite story when it comes to a non-performing loan? (01:03:07) What gave you the entrepreneurial bug? Support our Sponsors Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: Twitter: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO The FORT is produced by Johnny Podcasts
My guest on the show today is Bo Knudsen, the Managing Director of Global Equities at C Worldwide Asset Management. Many listeners may not be familiar with C Worldwide, but the Denmark-based firm manages over 20 billion dollars. Bo has been a portfolio manager since 1989 and has had his hand in some strategies that have generated incredible outperformance versus their benchmarks over long periods of time. In this insightful conversation, we discussed: The characteristics of a typical C Worldwide compounder; The investing culture that encourages employees to stay with the firm for decades; His history with the company Novo Nordisk, the Danish company that is now well-known for its weight loss drugs; How the firm approaches ethical and sustainable investing; and The elements that have allowed C Worldwide to generate such meaningful outperformance over time. For more information about C Worldwide Asset Management, please visit: https://www.cworldwide.com/ Listen to all Compounders Podcast episodes on either Apple or Spotify iTunes: https://apple.co/3xlUvPY Spotify: https://spoti.fi/3jxkxLl All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.
Welcome back. It's so nice to have you. And we are joined by two really special guests today known as the godmothers of insurance asset management search, none other than Margot DeMore and Milena Humplik of Broad Street Consulting Group.
In this podcast episode, product executive Levi Brackman discusses his mission to democratize access to institutional-grade investment opportunities. He shares his background, including his PhD in psychology, three rabbinical ordinations, and real estate investments. Brackman explains that his company, Inven, aims to create platforms that allow regular individuals to access private securities. He also discusses the benefits of using his platform for raising money through Regulation Crowdfunding and Regulation D offerings. Brackman envisions his platform becoming a marketplace where investors can discover and invest in opportunities. He also shares his personal definition of success, emphasizing self-actualization and living a life aligned with one's purpose.Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: email@example.comWebsite: www.ushacapital.comRegister for this year's Multifamily AP360 Asset Management - 2023 virtual conference Asset Management 2023 (mykajabi.com)Register for this year's Multifamily AP360 virtual conference - multifamilyap360.comTo find out more about partnering or investing in a multifamily deal: email: firstname.lastname@example.org