Podcasts about Asset management

Joining Gary on the show today is Break of Day Capital's Director of Asset Management, Tim Chui. With over a decade of experience in institutional real estate, Tim Chui has held senior roles at leading firms including JRK Properties, Essex Property Trust, and American Realty Advisors. He began his career analyzing equity and fixed income opportunities before moving into acquisitions, portfolio management, and asset management. Tim has overseen 54 multifamily assets across Southern California totaling more than 12,000 units and $5 billion in value, and has successfully navigated complex, over-leveraged portfolios through challenging market cycles. In today's conversation, Tim shares what first drew him to the asset management space, the path that led him to his current role, and the skill set needed to excel in the field. He opens up about the toughest property he's ever managed, the lessons learned, and his proudest accomplishments to date. They also dive into the tools and metrics that drive effective asset management, the industry's evolving landscape, and where Tim believes the future of asset management is headed. Thanks for tuning in!Key Points From This Episode:Introduction to today's guest and topic of conversation.What first grabbed Tim's interest in the asset management space.The path to becoming an asset manager.Tim breaks down the basic skillset required in asset management. He shares about the hardest property he's ever had to asset manage.What he learned from his most challenging property.His biggest accomplishment so far, in the asset management space.Tim sheds light on some of the biggest challenges he faces. Asset management tools and resources Tim can't live without. A typical day as an asset manager; from Tim's perspective. What he hopes to achieve when visiting properties on a monthly basis.Key metrics he focuses on.Tim shares his thoughts on the changes he's witness and where the industry is heading. Links Mentioned in Today's Episode:Tim Chui on LinkedInEliseAIAsset Management Mastery Facebook Group Invest SmartBreak of Day Capital Break of Day Capital InstagramBreak of Day Capital YouTubeGary Lipsky on LinkedIn

Churchill Asset Management President & CEO Ken Kencel discusses private credit, tariffs, deregulation and more. Kencel spoke with Bloomberg's Matt Miller and Dani Burger.See omnystudio.com/listener for privacy information.

Crescita sostenuta, ma anche inflazione. Bolle, ma anche profitti record. Differenziare non solo per settori o geografie, ma anche per stili di investimento permetterà di attraversare meglio la prossima fase.

PT Asset Management CEO Sean Dranfield talked with Proactive's Stephen Gunnion about navigating the current interest rate environment through the company's Performance Trust Total Return Bond UCITS ETF. Dranfield outlined how the fund is outperforming its benchmark despite recent market headwinds, attributing this success to a deliberate balance of offensive and defensive allocations. “We're trying to source total return from these nontraditional sources,” he said, noting the unpredictability of interest rates as a key consideration in their approach. He highlighted that elevated yield levels across the curve make today's bond market a more compelling environment than in previous years. On the offensive side, Dranfield pointed to the steepness of the yield curve—particularly in the 20-year Treasury and municipal bond space—as an underappreciated driver of total return that traditional yield and duration metrics often miss. On the defensive end, he noted that interest-only commercial mortgage-backed securities (CMBS) and very short investment-grade corporates offer yield without significant rate risk. These instruments help the fund remain rate-agnostic while still targeting total returns in the 5% to 6% range. Dranfield also expressed concern about tight spreads in investment-grade corporates, prompting the team to look elsewhere for opportunities with better risk-reward dynamics. “There are some really interesting opportunities both offensively and defensively right now,” he noted. For more insights like this, head to the Proactive YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications so you never miss an update. #BondMarket #InterestRates #FixedIncome #ETFs #InvestmentStrategy #PTAssetManagement #SeanDranfield #YieldCurve #CMBS #Treasuries #ProactiveInvestors #TotalReturn #RateStrategy

In this episode of Private Markets 360°, we welcome Peter Hutton, Head of NAV Financing at Arcmont Asset Management, one of Europe's largest private credit firms with €38 billion in assets under management. With extensive experience in private debt, Peter shares his insights into the fundamentals of NAV financing and how it is reshaping liquidity for sponsors. We explore key trends driving the future of NAV financing and its impact on the investment landscape.   Credits:  Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Peter Hutton, Arcmont Asset Management Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun www.spglobal.com www.spglobal.com/market-intelligence

Welcome back to the Alt Goes Mainstream podcast.Today's episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm's Investment Committees for Vista's Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista's Executive committee. Vista's portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.He's also heavily involved and committed to the firm's wealth channel efforts, serving as the Chairman and Investment Committee member for VistaOne, the firm's evergreen private equity vehicle. Since Vista's founding, Robert has supervised on over 600 completed transactions that represent more than $330B in aggregate transaction value.Robert founded Vista after a career at Goldman Sachs in tech investment banking, where he was Co-Head of Enterprise Systems and Storage, executing and advising on over $50B in M&A activity with companies that were foundational players in the early days of the internet and technology, including Apple, Microsoft, Texas Instruments, eBay, and Yahoo.Robert has an innate understanding of technology and the trends that are shaping the way that companies and people interact with the world and conduct business. It's no surprise that he was early in seeing the rise and impact of AI because he was early in seeing the dawn of the internet in the 1990s.Robert and I had a fascinating and thought-provoking conversation about the evolution of both enterprise software and Vista as a firm. We covered:The early days of enterprise software and what Robert saw then that gave him conviction to focus on enterprise software as a banker and then as an investor building Vista.The investment characteristics of enterprise software.The power of product superiority in enterprise software.Why “sovereignty and dominion of data” are so important — and why it matters for AI.Can the “Rule of 40” become the “Rule of 50, 60, 70” with AI?What aspect of AI is most impactful for companies.How Vista approaches value creation.What it took to scale Vista to a $100B investment platform.Why the wealth channel is core to Vista's business and the firm's DNA.Thanks Robert for coming on the show to share your expertise, wisdom, and passion for enterprise software and building businesses.Show Notes00:00 Introduction to Ultimus, Our Sponsor01:20 Welcome to the Alt Goes Mainstream Podcast02:05 Robert F. Smith's Background and Career04:33 Robert's Engineering Background04:58 Chemical Engineering and Business Management05:25 Early Career Projects and Productivity06:42 Vista's Systemic Process Improvement07:08 Enterprise Software Investment Strategy11:11 Product Superiority and Execution Excellence16:03 AI's Impact on Enterprise Software22:58 Cultural Importance in Enterprise Software28:05 Enterprise Software Investment Profile28:45 Founding Vista and Early Market Insights29:08 Mission Criticality in Enterprise Software29:57 Economic Rent Capture Opportunities30:36 Transitioning to Hosted Environments31:37 Rule of 40 and Gen AI Efficiency32:56 Cost Dynamics and Gen AI33:35 Customer Support and Sales Efficiency35:04 Agentic AI and Exponential Opportunities36:37 Challenges in Enterprise AI Implementation39:08 Internal Use of AI at Vista43:49 Managing Agents vs. Human Interaction44:31 Creative Uses of AI45:00 Defining Gen AI and Agentic AI46:28 Enterprise Software and Agentic AI47:30 Impact of AI on Companies50:17 Evolution of Vista and New Investors50:42 Democratizing Investment Opportunities51:47 AI in Wealth Management52:55 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode, Jeffrey continues series on the CMDB, discussing servicesEach 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.

Send us a textDaniel Lichtman is the Senior Director of Acquisitions and Asset Management at Lightwater Capital Group. The two roles compliment each other. His role is in asset management enhances his skills for under-writing an acquisitions and vice versa.I'm Moshe Crane connect with me on LinkedIn. My day job is the VP of Branding and Strategic Initiatives at Sage Ventures. Check out my newsletter Curious Deal.Sage Ventures is a commercial real estate firm based in Baltimore, MD. The company buys and operates multifamily rental properties. We know have a portfolio of self-storage and office deals. The company also builds and develops homes that we sell.

A trio of L&G investment experts recently recorded a webinar to discuss the wide-ranging implications of artificial intelligence (AI) for investors.    Advances in AI are continuing to dominate headlines – and reshape the investment landscape. In our webinar a panel of experts discussed the implications of the technology for investors, from the near-term market trajectory to its impact on economic growth and infrastructure spending. The event was hosted by Laura Brown, Head of Public Markets Distribution, and featured the following speakers: Jason Shoup, Chief Investment Officer, Asset Management, L&G America, and Co-Head of Global Fixed Income Christopher Jeffery, Head of Macro Strategy Matteo Colombo, Managing Director Digital Infrastructure Investing – Private Markets Investments All data sourced from Bloomberg as at 7 November unless otherwise stated. Securities mentioned for illustrative purposes only. Reference to a particular security is on a historic basis and does not mean that the security is currently held or will be held within an L&G portfolio. The above information does not constitute a recommendation to buy or sell any security. It should be noted that diversification is no guarantee against a loss in a declining market.

The long-running US Government shut-down has come with plenty of economic ripple effects, but there's hopes it could come to an end. The 41-day shutdown could last a few more days, but the the Senate passed legislation to attempt to reopen things. Milford Asset Management expert Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De Franco, Head of Quantitative Equity Portfolio Management, tells Andrew Craig, Co-Head of the Investment Insight Centre, investors should not lose faith: quality has a place in diversified portfolios implementing investment factors. Over the last 25 years, three types of factor investing — quality, growth and value—have stood out due to their distinct attributes and impact on portfolio performance at different phases of the economic cycle.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.

Let's talk Asset Management: Episode 5 - Incentives by NRF Regulation Tomorrow Podcast

The long-running US Government shut-down has come with plenty of economic ripple effects, but there's hopes it could come to an end. The 41-day shutdown could last a few more days, but the the Senate passed legislation to attempt to reopen things. Milford Asset Management expert Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Eduardo Battaglia dialogó con Paula Gándara, CIO de Adcap Asset Management

Axel shares five practical leasing strategies that every multifamily operator can implement to reduce vacancy, maximize rent roll, and ultimately increase NOI.These are simple, high-impact tactics that work whether you self-manage, run an in-house property management team, or work with a third-party manager. Axel also breaks down how to use staggered lease terms to avoid bad leasing cycles, how and why to incentivize referrals, how to drive more online reviews, and how to structure concessions for both new leases and renewals in a way that increases retention without damaging your long-term rent roll.Take note of the tips in this episode and apply the ones that fit your multifamily operations.Join us as we dive into:How to use staggered lease terms to avoid costly seasonal vacancyA simple resident referral incentive that increases leasing traffic and retentionThe most effective moments to ask for (and reward) reviewsHow to offer concessions strategically to drive faster lease conversionsHow to boost renewal rates using longer-term renewals paired with one-time creditsAre 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

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into private credit and building an asset management business inside of a leading global bank.We sat down in Nomura's NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and RIAs. Prior to Alterum, he was a Senior Managing Director and member of the Executive Committee at FS Investments, where he was responsible for Corporate Development. He also spent 7 years at JP Morgan across Asset & Wealth Management. He joined JP Morgan from Russell Investments, where he was a member of the Executive Committee. He started his professional career at McKinsey & Company, where he was a Partner serving clients in asset management, investment banking, insurance, and private equity.Robert brings both a consultant's analytical perspective and an operator's practical approach to his work building the credit business at Nomura Capital Management.Robert and I had a fascinating and wide-ranging discussion about building an asset management business in a fast-growing segment of private markets: private credit. We covered:The state of the private credit market.How to build an asset management business.What it takes to work with the wealth channel.The entrepreneurial spirit of RIAs.Open architecture vs closed architecture in private credit.Keys to success in the evergreen fund space.Thanks Robert for coming on the show to share your wisdom and expertise on private markets and wealth management.Show Notes00:00 Message from Ultimus, our Sponsor01:57 Welcome to the Alt Goes Mainstream Podcast02:06 Guest Introduction: Robert Stark03:18 Building an Asset Management Business03:42 Evolution of Asset Management Industry04:01 Regulatory Environment and Market Structure05:12 Challenges in Asset Management08:24 Importance of the Right People08:44 Private Credit Business at Nomura09:59 Diversification in Private Credit10:47 Secular Trends in Private Credit11:15 Client-Centric Solutions19:00 Origination in Private Credit20:07 Open vs. Closed Architecture22:45 Product Development and Client Feedback24:22 Early Stages of Private Credit Solutions25:43 Future of Evergreen Funds27:29 Investor Interests and Needs27:47 Building a Trusted Brand28:18 Challenges of Entrepreneurship28:46 Capital and Talent Requirements29:23 Nomura's Long-Term Vision30:12 Nomura's Wealth Management Legacy30:49 Expanding in the US Market31:32 Japanese Investment Culture32:07 Open Architecture Strategy32:34 Global Network and Client Access34:32 Challenges of Working with RIAs36:19 Fiduciary Alignment37:04 Partnerships and Client Success37:56 Strategic Acquisitions39:50 Evolution of the RIA Segment44:44 Long-Term Business Planning46:39 Future of Private MarketsEditing and post-production work for this episode was provided by The Podcast Consultant.

In questo episodio:Siamo entrati nell'ultima parte di un anno eccezionale, ma i segnali di cambiamento si moltiplicano. Dopo sei mesi consecutivi di rialzi, l'S&P 500 mostra le prime crepe: la concentrazione estrema sui “Magnificent 7” e la recente debolezza del settore AI segnalano l'inizio di una fase più selettiva.Le valutazioni elevate e i primi profit warning nelle consumer companies riflettono un'economia americana polarizzata, dove la solidità dei più ricchi convive con la fragilità dei redditi medi.Sullo sfondo, la tregua USA–Cina conferma che la vera partita resta quella tecnologica, mentre l'automazione accelera e ridisegna il mercato del lavoro.In un contesto di volatilità crescente e rotazioni settoriali, è tempo di tornare alla ricerca del valore reale: prudenza, stock picking e portafogli resilienti saranno le chiavi dei prossimi mesi. Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

In this episode, Jeffrey encourages leaders to consider two unspoken critical success factors for their next initiative.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.

Rocket Lab is set to unveil their results for Q3, and it's prompted speculation from experts. The company's seen some growth and shares have gone up, but concerns have still been raised. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Rocket Lab is set to unveil their results for Q3, and it's prompted speculation from experts. The company's seen some growth and shares have gone up, but concerns have still been raised. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode, Josh Gerken, who leads Asset Management at UT San Antonio, shares how the university strategically manages its physical growth to align with long-term academic and institutional priorities. As part of the university's Facilities, Real Estate, Construction & Planning team, Josh oversees space planning and sustainability initiatives.A proud graduate of UT San Antonio's Executive MBA program, Josh brings a wealth of real-world experience and a deep connection to the Roadrunner community. His perspective enhances the UT San Antonio's approach to planning and development with operational efficiency in addition to leveraging the talents of its own students, offering hands-on learning that contributes directly to the university's continued growth. He also shares insights into the university's role in San Antonio's downtown development, illustrating how thoughtful, sustainable asset management can strengthen both the campus and the surrounding community now and for the future.Tune in as Josh discusses the bold vision guiding UT San Antonio's next chapter of growth and how strategic investments today are shaping a smarter, more connected campus. He offers a behind-the-scenes look at how the university is reimagining its physical spaces to inspire learning, sustainability, and economic growth. This conversation offers a forward-looking glimpse into how UT San Antonio is building not just for today, but for generations to come.Show Notes:UT SAN ANTONIO AlumniDistrict Planning ReportBlanco HallFirst Gen FestStudent Success Award FinalistUTSA FootballUTSA AthleticsUT SAN ANTONIO Alumni Online Store Thanks for tuning in! Don't forget to like, follow, and subscribe for more great content! Birds Up!

In this episode of Navigating the Grid, Kellie sits down with Bryan Villano, Co-Founder of Contract Power, to explore how AI is reshaping contract management, compliance, and day-to-day asset management for renewable energy portfolios.Bryan shares the origin story of Contract Power — launched during the early days of generative AI — and explains how his experience managing massive, complex projects exposed the overwhelming burden of navigating thousands of pages of PPAs, ISO documents, tariffs, and regulatory requirements.Together, Kellie and Bryan dive into the real risks asset managers face: buried obligations, inconsistent contract language, 14,000-page document stacks, and high-stakes deadlines that make it nearly impossible to juggle contractual compliance with operational fires.Bryan walks through how tools like Fleet Sense and Clause Sense streamline obligation extraction, summarize metadata across entire portfolios, and give teams confidence that nothing slips through the cracks.If you're an asset manager, developer, or anyone responsible for contract oversight in renewables, this conversation will resonate — and show you what's possible when AI meets the realities of project operations.

In this episode, Jeffrey continues his series on the CMDB, discussing ongoing governanceEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  The firm's website is www.servicemanagement.us.  Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,500 videos on various topics.  Also, please follow the Service Management Leadership LinkedIn page.

Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand in the US and a weak dollar. Zhikai Chen, Head of Global Emerging Market Equities, talks with Chief Market Strategist Daniel Morris about how the market is adapting to a new paradigm.  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.

The US share market took a hit this week, with leading AI companies seeing a decline. Market darlings Palantir and chip behemoth Nvidia were among the big names that saw a drop. Milford Asset Management expert Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Industrial Talk is onsite at SMRP 2025 and talking to Joe Caetano, Practice Director at Elevotec about "Chasing the game in Asset Management". Scott MacKenzie and Joe Caetano discuss the importance of avoiding "chasing the game" in asset management and maintenance. Joe emphasizes the value of strategic investment over reactive decision-making, highlighting the role of Hexagon EAM in providing robust solutions. He shares insights from his experience at SMRP conferences, stressing the need for collaboration and learning. Joe also discusses the significance of understanding business processes and addressing "business trauma" to ensure successful implementation of new systems. He advocates for incremental changes and transparency to sustain efficiency and improve operational reliability. Action Items Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie introduces the Industrial Talk podcast, sponsored by CAP Logistics, emphasizing the importance of 24/7 insights into supply chains.Scott MacKenzie welcomes listeners to the podcast, celebrating industry professionals and encouraging them to attend the SMRP conference.Scott introduces Joe Caetano, the guest for the episode, and sets the stage for discussing "chasing the game." Joe Caetano's Background and SMRP Experience Joe shares his background, mentioning his multiple visits to the SMRP conference and his appreciation for the energy and solutions available.Scott and Joe discuss the friendly and collaborative nature of the SMRP event, likening it to a family.Joe talks about the importance of connecting with people and solutions at the conference, emphasizing the value of the event.Joe mentions his company's focus on solutions and their partnership with Hexagon EAM, highlighting the benefits of using a tier-one platform. Discussion on AI and Hexagon EAM Joe explains how Hexagon EAM acts as a "quarterback" for AI solutions, providing the necessary data and information.He discusses the different stages of maturity in asset management, from starting out to advanced sensor integration.Joe uses a hockey analogy to describe "chasing the game," where good teams invest in strategic practices rather than making rash decisions.He emphasizes the importance of listening to machines and people to avoid chasing the game and improve business efficiency. Challenges of Sustaining Efficiency and Change Management Scott raises a concern about sustaining efficiency after achieving initial success, fearing that changes might disrupt progress.Joe advises recognizing the aspects that led to success and making small, incremental changes to avoid negative repercussions.He warns against replicating success from one situation to another without considering the unique factors of each business.Joe stresses the importance of understanding the business and its critical control points to ensure successful change management. Importance of Business-First Approach and Collaboration Joe shares his company's approach of living with and supporting solutions until they are successful, emphasizing the need for a business-first mindset.He discusses the importance of transparency, collaboration, and contribution in managing service delivery.Joe introduces the concept of "business trauma," where past negative experiences can hinder progress and collaboration.He highlights the need for constructive conversations to identify and address gaps in solutions, ensuring better adoption and success. Implementation of Solutions and...

In this episode, Axel Ragnarsson is joined by John Makarewicz, President and Head of Operations at Faris Capital Partners, to discuss how sponsors can stand out in a crowded multifamily space and the systems that drive excellent asset management.John shares his journey from scaling one of the largest residential brokerages in the Southeast to building Faris Capital Partners, a firm focused on world-class investor and resident experiences. He explains how they differentiate themselves from other general partners through transparency, communication, and disciplined asset management practices.John unpacks the philosophies and operational processes that have shaped his firm's growth. He also explains the importance of being on-site (post-acquisition) from day one, building trust with residents, and adding value before asking for anything in return.This conversation is packed with practical insights for operators, investors, and anyone looking to raise the bar in multifamily execution.What You'll Learn in This Episode:How to de-commoditize yourself as a GP through world-class communication and transparencyWhy being on-site and listening to residents can help you out in the long-termThe structure of a strong asset management process with third-party PMsHow to align incentives across teams to improve NOI and performanceAre 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 John:Connect with him on LinkedInLearn more about Faris Capital PartnersCheck out Full out InvestingConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry's largest investment platforms.We sat down in Prudential's Newark studio with PGIM's Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm's wealth channel investors globally.Dominick joined the firm in 2023, bringing over 20 years of experience in alternatives distribution. He was most recently MD, Head of Alternative Investments Distribution at Merrill Lynch.Dominick and I had a fascinating conversation about the intersections between insurance and asset management and the evolution of distribution. We covered:How the distribution of private markets investment solutions has evolved.The benefits of an integrated platform across insurance and asset management.Navigating the playing field of collaboration and competition between asset managers and insurance companies.The importance of education.How, why, and where evergreen funds will be adopted.Thanks Dominick for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:55 Guest Introduction: Dominick Carlino03:34 Dom's Background and Career Journey03:55 Early Career and Transition to Alternatives05:03 Experience at Morgan Stanley and Merrill Lynch05:18 Evolution of Private Markets Distribution07:08 Wealth Channel and Private Markets09:08 Joining Prudential and PGIM10:25 Prudential's Capabilities and Strategy12:47 Asset Liability Matching in Private Markets14:22 Liquidity Risk and Private Markets16:16 Education and Evergreen Funds17:06 Credit Risk in Private Credit18:14 Vertical Integration and Acquisitions19:35 Partnerships and Strategic Growth20:22 Market Shakeout and Scale22:09 Product Set and Innovation23:24 Advisor and Client Needs24:45 Evergreen Funds and Market Trends26:13 Specialized Strategies in Private Markets26:41 Distribution and Education28:16 Skills for Effective Distribution30:54 Organizational Alpha and Trust31:56 Brand and Stability33:11 Partnerships and Long-term Solutions33:49 Insurance and Tax-Advantaged Strategies34:12 Asset Managers and Insurance Partnerships35:42 Private Markets in Retirement Plans36:17 Future of Private Markets36:41 Keys to Winning in Private Markets37:29 Prudential's Competitive Advantages37:48 Conclusion and Guest FarewellThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She's a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.Learn more: http://www.insuredbynef.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class

Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She's a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.Learn more: http://www.insuredbynef.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class

In this episode, Jeffrey discusses the topic of risk and how we must learn to acknowledge and accept or mitigate the risk.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.

Westpac New Zealand recently saw a significant profit boost - and it's prompted discussion. The Australia-owned bank's reporting a 13 percent jump in net profit after tax of of $1.20 billion in the year to September. Harbour Asset Management expert Shane Solly explained the market reactions. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Ahead of November's COP30 climate summit, Thibaud Clisson, Climate Change Lead, explains where we stand on collective efforts to limit global warming and address the impact of climate change. What progress have stakeholders made over the past year? Can investors look forward to new pledges on topics such as climate financing for developing countries?For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode, Jeffrey continues his series on the CMDB, gaining stakeholder adoptionEach week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services.  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.

In this episode of Seize and Desist, Aidan is joined by Nils von Schoenaich-Carolath (Chief Growth Officer at Tradias) to explore the challenges governments face when liquidating seized digital assets. They unpack the operational and regulatory hurdles involved, from compliance and whitelisting to best practices in asset management, and examine how collaboration with crypto-native institutions can support secure and effective liquidation. Timestamps 00:00 – Introduction and Background 09:50 – The Liquidation Process for Seized Crypto 15:30 – Challenges and Best Practices in Asset Liquidation 26:00 – Understanding Market Dynamics: Bids, Asks & OTC Trades 32:40 – Operational Security & Preventing Transaction Errors 39:30 – The Future of Asset Management and Regulation About our GuestNils von Schoenaich-Carolath is Chief Growth Officer at Tradias, the digital asset trading arm of Bankhaus Scheich. With a background in capital markets and digital finance, Nils plays a key role in developing infrastructure for institutional crypto trading and tokenization. He has led initiatives to support secure and compliant liquidation of seized digital assets, working closely with public authorities and legal experts. His work bridges traditional finance and blockchain innovation, helping shape the future of regulated digital asset markets. Key TakeawaysLiquidating Seized Crypto: Managing seized digital assets is complex and requires precision to safeguard value, ensure compliance, and protect public funds. Regulatory Clarity and Compliance: Clear frameworks and adherence to financial and legal standards are essential for transparent, traceable, and accountable asset management. Operational Security: Robust controls, including whitelisting, test transfers, and dual oversight, are vital to prevent errors and minimise risk in asset handling. Managing Market Impact: Large-scale liquidations can disrupt markets, so structured trades and careful planning are critical to maintain stability and confidence. Collaboration and the Future of Asset Management: Effective recovery relies on coordination between public and private sectors, continuous learning, and exploring strategies like yield generation and smarter reinvestment.Resources MentionedTradias CNBC: Germany's $2 Billion Bitcoin Sale FATF's latest guidance on asset recovery 9th Global Conference on Criminal Finances and Cryptoassets Stay ConnectedDive deeper into the world of asset recovery by subscribing to Seize & Desist.DisclaimerOur podcasts are for informational purposes only. They are not intended to provide legal, tax, financial, and/or investment advice. Listeners must consult their own advisors before making decisions on the topics discussed. Asset Reality has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Asset Reality employees are those of the employees and do not necessarily reflect the views of the company. Asset Reality does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material. Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Asset Reality.

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  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.

It's been a tough couple of years for the economy, but there's hope things will pick up sooner rather than later. There's been an improved outlook on the NZX and NZME recently posted that it had upgraded its earnings forecast. Jeremy Hutton from Milford Asset Management explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Send us a textI had a blast taking to Michael Watson who is the founder and CEO of Hedgineer. "AI is the future. But not everyone is prepared for it. To effectively integrate AI into a company, it needs an organized, thorough, and secure inventory of data. Without one, every AI implementation remains incomplete because it only has access to a subset of the relevant information it needs.Most hedge funds are built on disjointed networks of research portals, order management systems, and datasets. The ones that don't consolidate them will run the risk of falling behind the AI curve."Michael's LinkedIn:https://www.linkedin.com/in/michaeldavidwatson/Hedgineer:https://www.hedgineer.io/https://www.youtube.com/@hedgineerhttps://podcasts.apple.com/us/podcast/the-hedgineer-podcast/id1674929284https://open.spotify.com/show/0Aq6pxdUONA4aJPntsvqf2https://www.linkedin.com/company/hedgineer-io/Video Version:https://youtu.be/2hyfMMl1pGgOVVO Labs is a proud sponsor of Talking Tuesday with Fancy Quant!www.OVVOLabs.comSupport the show

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights  Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

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. Anita Karppi, Senior Director - Buy-side, Market Practice & Regulatory Policy, ICMA was joined this episode by industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, and 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. This podcast was recorded on 24th October 2025, where the team discussed: IMF/WB Annual Meetings: What were the major takeaways? US Government Shutdown & US/China Trade Negotiations: How will these challenges impact global markets? Central Bank Meetings: What to expect from the Fed, ECB, BoE, and BoJ in late October and early November? Equity and Commodity Markets: Are we witnessing bubbles, and how can we define one? Investor Sentiment: After a strong 2025 performance, will investors take profits or reduce risks? German Government & European Financial Integration: Will we finally see progress on the Capital Markets Union? 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/

In this episode of Ropes & Gray's Fully Invested podcast series, asset management partner Jessica Marlin and capital markets counsel Marc Rotter discuss the rise of ‘34 Act funds and what sets them apart in today's investment landscape. The conversation explores how these unique vehicles are expanding opportunities for asset managers and investors, and delves into the regulatory and structural features that distinguish them from traditional private funds. The episode provides insight into current market trends and practical considerations for sponsors and investors evaluating ‘34 Act fund structures, along with analysis of the broader impact these funds may have on the future of alternative investments.  Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

In this episode, Jeffrey encourages leaders to learn how to make decisions with imperfect and flawed data.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.

Bonny Wayman is a real estate investor, asset manager, and multifamily strategist passionate about helping others achieve financial freedom through real estate. With an MBA from the University of Denver and a background in marketing, analytics, and project management, she combines data-driven strategy with hands-on experience to drive strong investment performance. As the multifamily asset manager for Wild Oak Capital and Aligned Asset Management, Bonny oversees operations across a growing portfolio for others while managing her own portfolio for herself. Serving as both a General Partner (GP) and Limited Partner (LP) in syndications, she's known for turning big-picture ideas into actionable strategies that maximize returns and build long-term wealth through multifamily investing and real estate syndications.Follow Bonny

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification.We sat down in Blue Owl's NYC office with Matt A'Hearn, an asset management entrepreneur and executive at the firm.Matt is a Senior Managing Direct at Blue Owl and Head of Digital Infrastructure. He's responsible for leading the overall management of Digital Infrastructure, including strategy, investments, and portfolio management.Prior to joining Blue Owl, Matt was the Managing Partner and a Founder of IPI Partners, the predecessor firm to Blue Owl Digital Infrastructure. IPI was acquired by Blue Owl in 2024.Prior to founding IPI, Matt led the global investment banking practice in communications infrastructure at Moelis & Company.Matt and I had a fascinating and thought-provoking discussion about the future of digital infrastructure. We covered:The how and the why of digital infrastructure.Investing in data centers.The evolution of digital infrastructure.How to best partner with and serve the need of hyperscalers.The importance of power generation for AI. How there are different ways to approach gaining exposure to AI as an investment theme.Thanks Matt for coming on the show to share your wisdom and expertise in private markets and digital infrastructure.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 Our Sponsor, Ultimus01:57 Welcome to the Alt Goes Mainstream Podcast02:05 Guest Introduction: Matt A'Hearn03:36 Evolution of Digital Infrastructure04:02 Founding IPI Partners04:15 Digital Infrastructure and AI05:35 Early Challenges in Data Center Investing06:13 Cloud Growth and Hyperscale Companies07:05 Partnerships with Hyperscalers08:07 Financing Hyperscalers10:14 AI and Cloud: A Generational Opportunity11:51 Supply and Demand Dynamics in AI13:21 Power and Infrastructure Challenges14:55 Site Selection and Power Considerations17:53 Scale and Capital Requirements22:32 Data Center Capacity Needs23:35 Investment Opportunities in Digital Infrastructure24:21 Blue Owl's Capital Strategy26:25 The Blue Owl Transaction26:35 Capital Needs in the Industry26:58 Feedback from Hyperscalers27:18 Joining Blue Owl27:51 Founding IPI28:50 Building the Firm30:38 Differentiating IPI31:36 Early AI Insights32:26 AI and Cloud Growth34:41 Investment Opportunities in Digital Infrastructure35:27 Risk-Adjusted Investment Strategies36:39 Underwriting Digital Infrastructure38:22 Capital Allocation in Tech Companies39:17 Meta and Data Center Development40:41 Alternative Asset Management in Tech41:45 Merging Investment Cultures43:19 Challenges and Opportunities43:53 Wealth Channel Expansion45:51 Evergreen Structures and Long-Term Investments50:50 Future of Digital InfrastructureEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode, Axel sits down with Levi Allen and Joe Rinderknecht, co-founders of Cowboy Capital, to talk about their journey from a tough first deal to becoming trusted operators with a growing investor base.They share how they salvaged a challenging early project that nearly sank their business, what they learned about managing investor relationships through transparency, and the principles that guide every deal they do today. From ranching roots to raising millions in capital, Levi and Joe have built a business defined by integrity, speed, and a deep commitment to their investors.They also share memorable deal stories, including a Montana acquisition that doubled in value within a year, and explain how their “run out the bad news, walk out the good” philosophy has built lifelong investor trust.What You'll Learn in This Episode:How Levi and Joe salvaged a struggling first deal and retained investor confidenceWhy transparency and honesty are their strongest investor retention toolsThe power of speed and decisiveness in sourcing great dealsHow they structure preferred equity and ensure investor alignmentWhy trust, simplicity, and clear communication always win in capital raisingAre 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 Levi and Joe:Joe's LinkedInJoe's InstagramLevi's LinkedInLevi's InstagramCowboy Capital WebsiteConnect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners

Émission du 21/10/2025 présentée par Amaury de Tonquédec avec Roni MICHALY, CEO de Galilée Asset Management et Damien Ledda, Directeur de la Gestion chez Galilée AM. “Il faut constituer son portefeuille comme une équipe de foot.”L'or aujourd'hui ? “Il faut prendre ses profits là-dessus”Vos questions en live : Acheter soi-même des ETF et attendre, ou alors se tourner vers des professionnels qui gèrent activement mon argent ? Les nouvelles générations d'ETF, notamment les ETF actifs, peuvent-elles être un juste milieu ? Voici mon portefeuille ETF à horizon 20 ans : 25 % Nasdaq 100, 25 % CAC 40, 25 % MSCI Emerging Markets et 25 % Or. Qu'en pensez-vous ?Un ETF Inde dans le PEA, c'est possible ? Si oui lequel ? Je viens d'ouvrir mon PEA, quelle stratégie en ETF à l'intérieur ? Aujourd'hui avez vous des idées pour quelqu'un qui investit à 5 ans et à plus de 10 ans ?Et les questions CASH : l'investissement "casino" et à "10 ans".

- Upgrades to Brighteon News and AI Tools (0:10) - Improvements to Brighteon AI Engine (2:04) - Introduction of a New App (3:22) - Trump Administration's Economic Dictatorship (8:31) - Impact of Trump's Economic Policies (38:46) - Critique of Trump's Economic Policies (39:54) - Introduction of Censored.news Updates (40:35) - Brighteon AI's New Features (52:59) - Call to Support Brighteon Projects (1:15:13) - Conclusion and Future Plans (1:17:07) - Cognitive Liberty and Personal Background (1:19:39) - Technological Tools and Government Control (1:27:25) - Transhumanism and Technological Immunization (1:33:37) - Educational and Cognitive Schisms (1:48:37) - Sacred Principles and Free Will (1:51:48) - Global Extermination and Technological Control (2:00:50) - Parental Responsibilities and Decentralized Living (2:14:24) - AI and Privacy Advantages of Unas (2:20:50) - After Party Discussion and Future Plans (2:33:51) - Setting Up a UNA for Asset Management (2:35:26) - Using Apps and Banks for UNA Management (2:37:44) - Connecting with Repository Companies (2:41:23) - Legal and Financial Benefits of UNAs (2:43:12) - Enoch AI and Its Capabilities (2:47:43) - Privacy and Local Use of Enoch AI (2:56:32) - Future Developments and Additional Features (2:59:35) For more updates, visit: http://www.brighteon.com/channel/hrreport  NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

In this episode, Anthony speaks with Kate Hill, Global Head of Trading at Aviva Investors, about her three-decade career spanning Citi, Morgan Stanley, HSBC, and Aviva.Kate shares what it was like stepping onto the trading floor for the first time, how major market events shaped her path, and the cultural differences she experienced across leading global institutions. She also reflects on transitioning into leadership, balancing personal challenges with career decisions, and the lessons she's learned along the way.It's a candid conversation packed with advice for students and early-career professionals - from resilience and adaptability to the skills that will define the future of trading as technology transforms finance.(00:00) Trading Intro & Career Journey(02:57) First Impressions on the Floor(07:23) Intersection of Markets & Politics(08:48) Key Market Events & Decisions(11:47) Reality of Dynamic Markets(13:14) The Value of Experience(19:25) Cultural Differences in Finance(22:43) Moving into Leadership(26:53) Personal Challenges & Career Choices(34:46) Asset Management vs Sell-Side(37:00) Advice for Aspiring Professionals(41:15) Future of Trading & Tech

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen hosts Alex Roudi, who shares his journey from engineering to entrepreneurship and investment. They discuss the importance of a disciplined approach to financial freedom, the art of scaling businesses, and the strategies for investing in real estate, particularly multifamily housing. Alex emphasizes the significance of protecting investments from risks and the methodologies he employs to ensure sustainable growth and profitability.Main Points: Behind every great fortune is a blueprint.The real danger isn't just bad deals, it's the loss of years of compounding growth.Housing is for the most part in demand in almost all markets.We want to buy things at the lowest possible pricing.Protecting the downside is our number one task.We look for economic drivers that can sustain over a long period of time.Our cash on cash on a new asset is over 9%.We have a very strong profit sharing system that incentivizes long-term commitment.Every piece of our assumption has to be well thought of and conservative.These are the type of calculations we go through to make sure that our downside is protected.Connect with Alex Roudi:alex@interwestcapital.comwww.interwestcapital.comhttps://www.linkedin.com/in/alex-roudi-9553a128/