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This conversation was too good to leave in the archives.In this encore of our Ask an Allocator series, Stacy sits down with Bill Harding, CIO of Jackson National, who oversees $200B in assets and $29.8B in directly managed fund-of-fund assets.Bill gives us a look inside the mind of an allocator and shares what he's actually paying attention to when evaluating fund managers, because past performance is only part of the story.In this episode, Bill and Stacy discuss:Bill's backstory, from financial analyst at a cheese manufacturer to CIO at Jackson NationalWhat fund managers need to get right when pitching a potential partnershipWhy past performance alone isn't enough to earn an allocator's attentionWhy Bill sees culture as a real source of alphaThe questions fund buyers are asking behind the scenes (and why the most important ones aren't always quantitative)If you've ever wondered what really matters on the allocator side of the table, this conversation gives you a pretty good look behind the curtain. About Bill Harding:Bill Harding, CFA, is Senior Vice President and Chief Investment Officer at Jackson National Asset Management (JNAM), where he leads asset allocation, portfolio construction, sub-adviser monitoring, and manager research. He joined JNAM in 2012 after serving as Head of Manager Research for Morningstar's Investment Management division, and has more than 30 years of experience across JNAM, Morningstar, and Leprino Foods. He holds a B.S. from the University of Colorado, Boulder and an MBA from Loyola University Chicago.Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus
For Australian asset managers and superannuation funds, growth increasingly depends on operating discipline, reliable data, and decisions about where technology can add practical value. As firms look to scale while keeping costs and operational complexity under control, the question is where to invest, what to keep in-house, and where strategic partners can help. In this episode, host Paul Fahey speaks with Angelo Calvitto, Head of Asia Pacific, and David Sara, Regional Head of Industry Development, Asia Pacific, at Northern Trust as they explore the findings from Northern Trust's 2026 Driving Growth in Asset Management survey. They discuss the survey findings on Australian asset managers and superannuation funds, including cost control, outsourcing, target operating models and data management. Key points: How Australian asset managers are balancing growth goals with tighter cost control and operating discipline Why outsourcing can help firms focus internal talent on functions that create meaningful differentiation How stronger data strategy, governance and accuracy support investment decisions, risk management and efficiency Where AI is providing practical support in document management, data quality and operational due diligence How operating models, technology choices and strategic partnerships can support long-term growth and member outcomes What can help asset managers and super funds turn growth strategies into scalable operating models Connect with Angelo Calvitto: LinkedIn: Angelo Calvitto About Angelo Calvitto: Northern Trust: Angelo Calvitto Connect with David Sara: LinkedIn: David Sara
What impact do meetings and conventions have on the local economy? In this special episode of the Yes, Columbus podcast, Sarah and Boxer sit down with Didio Pequeno of CoStar to take a closer look at the “heads-in-beds” conversation and explore what hotel demand, visitor spending and meetings mean for Columbus' economy—and the future of the city's meetings and conventions industry.Didio Pequeno joined CoStar Group as Director of Hospitality Market Analytics, responsible for the Northeast and Midwestern regions. In this capacity, he produces meaningful, relevant, and insightful analysis on the hospitality industry, focusing on his assigned regions.Pequeno's career in hospitality spans nearly 20 years, including roles in operations, consulting, and advisory. While working as a Senior Consultant with Carpedia Hospitality, he specialized in labor optimization and implementing changes to operational processes within full-service hotels located across the globe. Most recently, he spent time as a Senior Consultant with REVPAR International, a hospitality advisory and asset management firm. In this role, he assisted in the asset management of over a dozen hotels, completed over 50 feasibility studies, and the cumulative value of the assets he evaluated exceeded $1 billion.His passion for the hospitality industry drove him to obtain a Bachelor of Business Administration in Hospitality & Tourism Management from Pace University, a Master of Science in Hotel Finance from NYU, and a Certificate in Hotel Real Estate Investments & Asset Management from Cornell University. In his free time, he likes to work out, travel, and entertain friends. He is also married to a chef, so he and his wife are wholeheartedly committed to the hospitality industry!
The Warehouse Group recently reported an improved annual financial result. It's confirmed an annual net profit of $11.2 million dollars - a departure from last year's $2.8 million dollar net loss. Milford Asset Management expert Jeremy Hutton unpacked the market reactions. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape. Chris Iggo, CIO of AXA IM Core, part of BNPP AM, and Fadi Berbari, Senior Portfolio Manager in the fixed income team at BNP Paribas Asset Management, discuss how this shift toward strategic autonomy is reshaping Europe's fixed income credit. Fadi explains why a selective, bottom-up approach is essential to capitalise on the stability and visibility offered by strategic European investments.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
The Warehouse Group recently reported an improved annual financial result. It's confirmed an annual net profit of $11.2 million dollars - a departure from last year's $2.8 million dollar net loss. Milford Asset Management expert Jeremy Hutton unpacked the market reactions. LISTEN ABOVESee omnystudio.com/listener for privacy information.
FCPR Arkéa Financement Entrepreneurs géré par Arkéa Asset Management. Les supports non cotés permettent d'investir dans des entreprises ou des projets qui ne sont pas soumis aux fluctuations des marchés financiers. Ce produit présente un risque de perte en capital et sa liquidité n'est pas garantie. L'investisseur est invité à se référer au prospectus et Document d'Information Clés du fonds Arkéa Financement Entrepreneurs avant de prendre toute décision finale d'investissement. Les performances passées ne préjugent pas des performances futures. Vie Plus, filière commerciale de Suravenir dédiée aux CGP et courtiers : Tour Trinity – 1 Bis place de la Défense, 92400 Courbevoie. Suravenir, société anonyme à directoire et conseil de surveillance au capital entièrement libéré de 1 235 000 000 €. Siège social : 232, rue Général Paulet - BP 103 - 29802 Brest Cedex 9. Société mixte régie par le code des assurances. SIREN 330 033 127 RCS Brest. Société soumise au contrôle de l'Autorité de Contrôle Prudentiel et de Résolution (4, place de Budapest – CS 92459 – 75436 Paris cedex 9) Arkéa Asset Management SA à Directoire et Conseil de Surveillance. Siège social : 1, allée Louis Lichou 29480 LE RELECQ-KERHUON Siren 438 414 377 RCS Brest. Agrément de l'Autorité des Marchés Financiers – n° GP 01-036 – TVA intracommunautaire : FR 64 438 414 377 Document publicitaire dépourvu de valeur contractuelle Pour en savoir plus sur les engagements des sociétés, consultez leur site internet ou référez-vous à la brochure gamme Tremplin. Retrouvez les informations publiées en application du règlement européen dit « SFDR » : reglementaire-priips.suravenir.fr Le FCPR AIS FINANCEMENT ENTREPRENEURS est un produit d'investissement qui présente un profil de risque élevé (Indicateur synthétique de risque de 6/7). L'investissement dans ce fonds comporte un risque de perte en capital et une indisponibilité des sommes investies pendant une période de blocage de 10 ans minimum (durée de vie maximale de 13 ans). Ce fonds est géré par Arkéa Asset Management, société de gestion agréé par l'AMF. Avant toute souscription, veuillez consulter impérativement le Document d'Informations Clés (DIC) et le prospectus disponibles gratuitement sur le site arkea-am.com."
Axel welcomes back Rob Beardsley, founder and CEO of LSCRE and a Houston-focused multifamily owner/operator with roughly $1 billion in acquisitions since 2018 — for an unfiltered check-in 18 months after their last conversation on where the Texas multifamily market actually stands, and what's changed in how LSCRE operates, underwrites, and now uses AI.This episode is essential listening for any investor or operator who wants a candid, no-spin read on the Sun Belt multifamily downturn, a fresh framework for pricing renewals into asset value, and a real-world look at how one operator is using AI to catalog and pre-screen an entire market before a deal ever hits the desk.Join us as we dive into:A candid look at market expectations versus reality since early 2025: why hitting a market "bottom" hasn't resulted in a V-shaped recovery due to ongoing supply deliveries and sustained high interest rates.The real impact of concessions on net effective rents—and why reported 3% rent drops often hide true revenue declines of 15% to 30%.Operating hyper-locally in Houston: why pockets with structural supply barriers continue to show strong pricing power and renewal rent growth.Operational strategy shifts: treating renewals as "the holy grail" and offering aggressive concessions/perks to retain existing residents rather than incurring unit turnover costs.Evaluating passive capital sentiment: dividing the investor pool between those "scarred" by 2022 top-of-market deals and newer investors taking advantage of current valuations.The rare convergence of zero-cost capital, massive supply booms, and shifting immigration dynamics that defined the 2020–2022 market cycle.Re-widening price dispersion between Class A trophy assets (down ~10% in value) versus Class C "dog" properties (down up to 50%).How LSCRE uses AI (via Claude and proprietary prop-tech tools) to automate accounting, streamline tenant screening, handle maintenance routing, and centralize back-office operations.LSCRE's Houston-focused operational thesis: cataloging all 4,000+ properties over 22 units in Houston to target acquisitions within a 25-minute drive of existing assets.Why the "buy anything at the right price" mentality fails in modern real estate, and why operators must truly love and be obsessed with the deals they pursue.Connect with Rob Beardsley:Follow him on InstagramConnect with him on Linkedin Learn more about LSCREAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
If you're sitting on a large capital gain from appreciated stock, real estate, or the sale of a business, deciding what to do next can have tax and investment implications that extend well beyond the year of the sale. Timing, liquidity, investment structure, and your long-term plan all matter. In this episode, Robert Curtiss talks with Nick Rosenthal, Co-Chief Executive Officer of Griffin Capital Company, LLC, about Qualified Opportunity Zones and the 2.0 rules beginning in 2027. They explain the five-year deferral period, 10% gain reduction, and potential tax treatment after a 10-year hold. Nick also covers eligible gains, 180-day investment windows, real estate development timelines, income expectations, portfolio diversification, and why manager selection and investment discipline should come before tax benefits. They also look at appreciated stock, real estate, and business-sale gains. Nick discusses: How Opportunity Zones 2.0 create five years of tax deferral and a 10% reduction on deferred gains for investors Which capital gains may qualify, including appreciated stock, real estate, and business-sale proceeds How the 180-day investment window changes for individual gains, pass-through entities, and K-1 income Why development, stabilization, and income phases shape the return profile of opportunity zone funds Why manager selection, portfolio quality, and investment discipline should come before the tax benefits And more! Resources: Educational videos (bottom of the page) Connect with Nick Rosenthal: LinkedIn: Nick Rosenthal Website: Griffin Capital Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Mr. Rosenthal serves as Co-Chief Executive Officer at Griffin Capital Company, LLC, where he is responsible for working directly with the firm's executives across Acquisitions, Asset Management, Due Diligence, Product Development, Accounting, Investor Relations, Marketing, and Equity Sales. In this capacity, Mr. Rosenthal is responsible for directing the firm's strategic vision and advancing key initiatives across the organization. With extensive experience and expertise in both the financial services and real estate industries, Mr. Rosenthal has authored whitepapers on real estate investing and associated financial planning strategies. He is highly regarded for his thought leadership and is often featured in industry publications and events, offering insight into the current investment dynamics in the property markets. Mr. Rosenthal has been involved in the underwriting and acquisition of multifamily and industrial real estate investments and has been directly responsible for raising over $2 billion of investor capital across various real estate strategies and investment structures. Mr. Rosenthal is a registered Series 7 licensed representative. He is a Graduate of George Washington University and a resident of Newport Beach, California, where he resides with his wife and two sons.
Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to Oslo, Norway, for a very special conversation with Christian Sinding, the former CEO of one of the industry's leading alternative asset managers, EQT.Christian's hometown of Oslo provided an ideal setting to showcase both the Nordic heritage that represents EQT's DNA and the global ambitions of the firm (and one of its portfolio companies, 1X) that is looking to fund Europe's first €1T company. Christian has been one of the leaders in the alternative asset management industry. He was most recently the CEO of EQT, where he steered the firm on an impressive growth path as a public company and helped scale the firm to almost €300B AUM. He's now focused on another ambitious project: the Scaleup Europe Fund, a fund that EQT is managing and has support from the European Commission to invest in Europe's most promising technology companies. With 1X Tech's NEO humanoid robot joining us for part of the discussion, Christian and I had a fascinating conversation about the past, present, and future of alternative asset management and Europe's technology ecosystem. Christian and I discussed:The evolution of EQT and alternative asset management.What Europe needs in order to fund the future.How Europe can harmonize its capital markets infrastructure.What it will take to create the €1T company.What it means for companies to have global ambition.The what, why, and how behind EQT's Scaleup Europe Fund.Why EQT's Scaleup Europe Fund invested in ICEYE and Lovable.Why EQT invested in 1X.How Christian's “why not” attitude can take Europe's technology ecosystem to the next level.Come for the conversation with Christian, stay until the end to meet NEO.BioChristian Sinding is an Institutional Partner at EQT with nearly 30 years of experience at the firm. He served as CEO and Managing Partner from 2019 to May 2025, during which EQT quadrupled in size, becoming the fourth-largest company listed on the Swedish stock exchange.As CEO, Christian oversaw EQT's public listing on Nasdaq Stockholm in 2019 and guided the firm's development as a publicly listed organization, with a strong focus on governance, transparency and long-term, responsible ownership.Prior to becoming CEO, Christian served as Head of EQT Equity from 2011, where he played a central role in building EQT's core investment franchise and expanding the firm's international footprint. Under his leadership, EQT scaled from a market value of approximately €6 billion at listing to around €40 billion in 2025, further strengthening its position as a global leader in private markets.Christian chairs the EQT Council and the Global Investment Forum, serves as Chair of the Investment Committee for the Scaleup Europe fund, and serves on the Investment Committees for EQT Equity and EQT Future. He is also a board member of the EQT Foundation, supporting EQT's long-term societal engagement.Christian brings deep experience in leadership, governance, public markets and long-term value creation, with a focus on resilience and partnering with founders and management teams to build durable, globally competitive businesses.Thanks, Christian, for sharing your passion, expertise, and wisdom about private markets and building companies and for such a fascinating conversation.Show Notes00:00 Meet NEO, the 1X Robot00:06 Europe's $10B Gap00:18 The “Why Not” Mindset00:29 Lovable and The Trillion Euro Ambition01:37 A Message From Our Sponsor, Ultimus Fund Solutions02:35 Welcome Christian Sinding02:40 Nordic Edge on Innovation05:38 EQT Origins and DNA08:01 Inspiring Change Not Control08:36 Full Potential Planning10:46 Troika Model Explained13:42 Winning After the IPO16:14 Capital Markets Playbook20:56 Why Venture and Growth28:44 Europe's Innovation Gap28:56 Politics Push Reform29:37 Why Europe Can Win30:47 Building Bigger Markets31:18 A European Nasdaq Dream32:28 From Local To Global33:36 Founder Ambition Shifts34:40 Lovable Trillion Dollar Vision35:32 EU Inc And Capital Reforms36:56 Private Longer Needs Capital37:52 Scaleup Europe Fund Explained39:53 What Makes It Different43:02 Defining Success And Flywheel46:47 The “Why Not” Mentality48:58 Some Time With NEO, The 1X RobotA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the need to slow downEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Asset Champion Podcast | Physical Asset Performance, Criticality, Reliability and Uptime
Justin Gallo is Facilities and Administrative Services Manager at Daniels Fund where he is passionate about supporting its mission of quipping people with the experiences, opportunities, and education they need to unlock their full potential. Mike Petrusky asks Justin how facility managers can impact their communities and he shares why he believes that buildings, expertise, and professional networks are resources that can create value beyond day-to-day operations. They explore the world of nonprofits and recognize that many organizations need facilities expertise as well as funding. Knowledge sharing can help them steward their buildings more effectively and Justin says that strategy should include supporting events, solving problems, and building the trust that earns FM leaders a role in planning and decision-making. Service-provider partnerships are essential operational assets, and Justin emphasizes the importance of relationships that extend beyond individual transactions. Mike and Justin agree that IFMA provides valuable resources to meet the needs of asset management professionals, so they offer some inspiration and the encouragement you need to be an Asset Champion in your organization! Connect with Justin on LinkedIn: https://www.linkedin.com/in/justinpgallo/ Learn more about Daniels Fund: https://danielsfund.org/ Join IFMA: https://www.ifma.org/ Explore Eptura™: https://eptura.com/ Discover free resources and explore past interviews at: https://eptura.com/discover-more/podcasts/asset-champion/ Connect with Mike on LinkedIn: https://www.linkedin.com/in/mikepetrusky/ Watch the full video here: https://www.youtube.com/playlist?list=PLSkmmkVFvM4H3pwnlU2AuqynuRDpvnh4J
In this episode of Private Markets 360°, we welcome Laura Kirk, Head of Private Investments Capital Formation and Investor Relations at Wellington Management. Laura discusses her career journey from Goldman Sachs to Wellington; the firm's organically built private markets platform; and its approach to capital formation, fundraising, and client relationships. She also explores the evolving landscape for private markets, including public-private convergence, wealth-channel access, evergreen vehicles, private credit, secondaries, and the role of technology in broadening investor access. Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Laura Kirk Producer: Georgina Lee Published With Assistance From: Feranmi Adeoshun, Kimberly Olvany
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey asks whether we can have too much automation and AI.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Jill Thomas speaks with Cornel Calinescu, chair of the Council of Europe committee that negotiated the new Additional Protocol to the Warsaw Convention. They discuss who writes asset recovery standards and what they mean for front-line practitioners.Cornel takes us inside the Strasbourg negotiations, where 41 jurisdictions turned a small protocol into more than 40 technical articles. He explains how an open treaty creates a common language: definitions for crypto assets and VASPs, broader confiscation types, standard forms for seizing orders, and post-conviction tracing. They also cover value as the measurement unit of asset recovery, interlocutory sales, and why statistics are still missing.Timestamps07:00 – Asset recovery over the last 20 years13:15 – the Warsaw Convention and the 1% problem19:30 – The Strasbourg negotiations 24:15 – An open treaty with a common language29:00 – Crypto, confiscation types and standard forms37:00 – Value as a measurement unit40:45 – Interlocutory sales and ANABI45:15 – Cornel's magic wand: changing the mindsetAbout Our GuestCornel Calinescu is an asset recovery consultant and chair of the Council of Europe committee on the Additional Protocol to the Warsaw Convention, elected by the 41 jurisdictions taking part. Over 26 years at Romania's Ministry of Justice, he established the country's first asset recovery office and led its consolidation into ANABI. He is a long-standing member of CARIN.Key TakeawaysAsset Recovery Needs One LanguageThe protocol defines crypto assets, VASPs and confiscation types so every party means the same thing.The Protocol Reaches Beyond EuropeAs an open treaty, jurisdictions outside the Council of Europe can use adopt instrument.Value Is the Measurement UnitOnly tracking value from crime to disposal shows whether a case met its target.Seize Assets, Not PaperValue-based orders must be backed by tracing, seizing and managing real assets.Speed Is Built Into the ProcessStandard forms replace translated, stamped files when crypto moves in a click.Resources MentionedCornel Calinescu on LinkedInCouncil of Europe Warsaw ConventionAdditional Protocol to the Warsaw Convention EU Directive on Asset Recovery and ConfiscationFATF Asset Recovery GuidanceStay ConnectedIf you found this episode useful, make sure you:Subscribe to Seize & Desist wherever you listenFollow Asset Reality on LinkedIn for updates, resources, and future episodesShare this episode with colleagues working in asset recovery, investigations, or financial crimeDisclaimerOur 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 any decisions on the topics being 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.
While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of Talking Heads, Daniel Morris, Chief Market Strategist, and David Choa, Head of Greater Chinese Equities, discuss why domestic substitution and technological disruption make China a potentially compelling source of diversification for global asset allocators.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
It's been a disappointing result for KMD Brands, but the company has indicated growth could be coming. The owner of Kathmandu and Rip Curl has reported a significant financial loss, but sales are up year-on-year and it seems to be headed in a better direction. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
It's been a disappointing result for KMD Brands, but the company has indicated growth could be coming. The owner of Kathmandu and Rip Curl has reported a significant financial loss, but sales are up year-on-year and it seems to be headed in a better direction. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's podcast unpacks the importance of ownership and equity, and how the world's largest private equity firm (source: PEI 300) has helped create a culture of ownership within its portfolio companies and more broadly across the industry.With the backdrop of KKR's studio in New York and the firm fresh off the heels of celebrating its 50th Anniversary, we sat down with KKR's Co-Head of Global Private Equity Pete Stavros for a live conversation during AGM's RIA Field Trip to discuss how culture can be a competitive advantage and how it defines much of what KKR does both internally and with its portfolio companies. Pete has not only been a leading private equity investor at one of the industry's largest firms, but he's also been a pioneer in one of the industry's most important initiatives: enabling employees of private equity-backed companies to share in ownership of the companies where they work.The firm's Broad-Based Employee Ownership has delivered on its promise in many ways, with KKR's recent 14x (and $4.75B) exit on CoolIT providing all 650 CoolIT employees with cash payouts that ranged from approximately one year to more than eight years of annual pay, which, as Pete noted in our conversation, was “life-changing for many employees.” Pete and I had a fascinating conversation about the culture of ownership at KKR, the evolution of the firm's private equity platform, why it's so important to make employees owners, and how it's created a ripple effect in the industry. We covered:KKR's “we not I” culture.Why the most important trend in private equity going forward will be a shift from “balance sheet and income statement arbitrage to total cultural transformation.”Why and how culture is an advantage — and how KKR sustains its competitive advantage.The power of a scaled platform and why the division of labor is important as firms grow.What Pete means by “persistence in process.”How can companies encourage people to act like owners, and why is it so important for employee retention and productivity?How can sharing equity ownership be used as a tool to change culture?The impact the private equity industry can have through its ability to cascade change.BioPete Stavros (NewYork) joined KKR in 2005 and is Co-Head of Global Private Equity. This includes oversight of assets across Europe, Asia and the Americas and traditional large and mid-cap private equity, core and growth equity. Prior to this role, Pete served as Co-Head of the Americas Private Equity platform. He is a member of several investment committees at KKR. As an investor, Pete has helped lead a number of successful investments across sectors and sizes, including HCA Healthcare, Nielsen, Gardner Denver / Ingersoll Rand, Capsugel, Capital Safety, Hyperion, Flow Control Group, Charter Next Generation, Minnesota Rubber and Plastics, Geostabilization International, Crosby Group and CHI Overhead Doors. Prior to becoming Co-Head of Americas Private Equity, Pete led the Industrials industry team where he pioneered an innovative employee engagement and ownership model. This approach has been successfully implemented at more than 90 KKR companies and has positively impacted more than 200,000 workers. Pete is the Founder and Chairman of Ownership Works, a non-profit focused on building a worker ownership movement globally and enhancing the financial resiliency of the workforce. The goal of Ownership Works is to create more than $20 billion of wealth for working families over the next decade. Pete is also the Founder and Chairman of Expanding ESOPs, an organization focused on dramatically expanding the number of Employee Stock Ownership Plans (ESOPs) in corporate America. Prior to joining KKR, Pete was an investor with GTCR Golder Rauner, where he was an investor in the healthcare sector. He holds a B.S. in Chemistry, magna cum laude, from Duke University and an M.B.A. with high distinction, Baker Scholar, from Harvard Business School.Thanks, Pete, for sharing your wisdom, expertise, and passion on private equity and making everyone an owner. Show Notes00:00 Live From AGM Field Trip at KKR Studio In NYC00:29 A Message From Ultimus Fund Solutions02:00 Meet Pete Stavros02:09 The Story of Joining KKR02:33 From Interviews To NYC03:08 All About Collaboration03:02 A No Star Culture04:03 How Culture Is Sustained04:43 Ritz-Carlton Analogy05:23 No Star Culture05:29 Culture Shapes Investing05:54 Platform Resources Edge06:24 Capital Markets Bench06:41 Macro And Ops Experts06:52 Making Resources Work07:52 Consistency And Process08:40 Evolving Value Creation08:46 Gardner Denver / Ingersoll Rand Case09:25 Value Engineering Method10:09 Warehouse Teardown10:54 Customer Feedback Loop11:25 Sixty Million In Savings11:50 Culture As The Next Frontier12:16 Defining Transformation12:27 Workforce Crisis Stats13:08 Problems Are Global14:28 Underwriting Culture Risk15:12 Leadership Makes It Work16:00 Ownership Done Right17:06 BBEO Origins19:10 Early Mistakes Learned19:30 Scaling To 85 Companies19:59 CoolIT Exit Results20:48 Closing The Wealth Loop21:12 Financial Literacy Journey21:45 Truck Loan Lesson23:39 Building Resilience Stack24:15 Exit Support Package24:37 Industry Adoption25:40 Ownership Works Launch27:04 Street Loan Cautionary Tale28:00 Why Share The Playbook30:02 Taking Ownership Global30:56 International Rollout31:31 Local Culture Differences32:15 State Of Private Equity32:40 Is Software Dead33:09 KKR Software Approach34:26 AI At Portfolio Scale34:55 One Hundred Thirty Tests35:35 Buying The Fear Trade35:49 Accounting Is Not Dead37:08 Closing ThoughtsA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions....
El Radar Empresarial de hoy se centra en On Holding, la firma deportiva que acapara titulares tras la decisión de Kylian Mbappé, uno de los astros más destacados del balompié, de abandonar Nike para fichar por ella. Durante el reciente derbi, el delantero francés ya cubrió el logotipo de la marca estadounidense. El compromiso alcanzado es considerable: un vínculo contractual de una década en el que el futbolista recibirá una compensación económica elevada junto con participaciones accionariales de la compañía. Si bien las cifras exactas no han trascendido oficialmente, L'Equipe —el medio con mayor información sobre este tema— asegura que Mbappé descartó una oferta de Nike valorada en 20 millones de dólares anuales, cantidad comparable a la que percibe LeBron James. ¿Qué otras figuras deportivas forman parte del catálogo de patrocinados de On Holding? Aunque en el ámbito futbolístico solamente cuenta, por ahora, con el atacante madridista y con el histórico gunner Thierry Henry, la marca suiza tiene una notable implantación en el atletismo y el tenis. Deportistas de la talla de Hellen Obiri, Yared Nuguse o Mohamed Attaoui ya lucen su calzado. En el circuito tenístico, la firma respalda a nombres como Iga Świątek, Ben Shelton, João Fonseca y Alex de Miñaur. El origen de todo, sin embargo, se remonta a Roger Federer, quien trazó el mismo camino que ahora sigue Mbappé al romper con Nike para unirse a On Holding. En 2019, todavía en plena carrera deportiva, ambas partes pusieron fin a su relación comercial, y el suizo optó primero por Uniqlo y posteriormente por la marca helvética, que le propuso una fórmula poco habitual en el marketing deportivo: incorporarse como "co-fundador", implicándose en el diseño de nuevas líneas de producto, recibiendo acciones y la posibilidad de invertir en la empresa. Aunque las cantidades nunca se hicieron públicas, lo más sorprendente del pacto es que no fue On quien remuneró a Federer, sino al contrario: según Bloomberg y Observer, el tenista desembolsó 50 millones de dólares para hacerse con un 3% de la compañía. En cuanto a sus cifras, la compañía atraviesa un excelente momento: durante el primer semestre registró ventas netas de 1.682 millones de euros, un incremento del 13% respecto al mismo período del ejercicio anterior. Asimismo, obtuvo un beneficio neto de 221 millones de euros, con una facturación de 881 millones de euros, lo que supone un aumento interanual del 14%.
Asis Maestre, responsable de distribución de los fondos de Bellevue Asset Management, viene a nuestro programa para traernos las principales ideas de inversión dentro del sector farmacéutico y también repasa los 15 años de historia de la compañía. “A pesar de los malos momentos que hemos vivido, hemos conseguido resultados muy buenos”, nos cuenta el invitado. También explica que “normalmente, 4 de cada 10 fondos que salen al mercado no suelen sobrevivir, lo que da más mérito a sus 15 años de historia”. “Hemos conseguido un 11% anualizado desde nuestro lanzamiento”, afirma el experto. Para ponerlo en perspectiva, destaca que es “multiplicar por cinco la inversión inicial” y también señala que “han conseguido batir el Índice de referencia”. El responsable de distribución de los fondos de Bellevue Asset Management, analiza dónde están las mejores oportunidades en el mercado y cómo lo están haciendo las grandes compañías en la Bolsa frente a las pequeñas. “Estamos en uno de los periodos más largos donde las grandes compañías lo llevan haciendo mejor que las pequeñas”, nos cuenta el experto. Afirma que esto es así desde el año 2022 y que esto desafía a la lógica, ya que las pequeñas compañías deberían hacerlo mejor que las grandes. Para él, esto tendría que ser así ya que “las pequeñas compañías suelen ofrecer crecimientos mucho más atractivos que las grandes”. Dentro de estas pequeñas empresas ¿qué segmento de ellas hay más valor y más potencial? “Nosotros no invertimos en un sector o en otro porque esté representado mejor en el Índice”, nos aclara Asis Maestre. Destaca que “es una selección completamente agnóstica”. Eso sí, nos cuenta que “donde más valor hay es en el sector industrial, ya que es el más heterogéneo”. También hay valor, según él, en el sector de la tecnología. Además, dice que “se puede encontrar valor en todos los valores y en todos los segmentos”.
Luis Merino, Director de Estrategia de Santalucía Asset Management aborda la situación macroeconómica actual y las estrategias de inversión en un contexto de alta volatilidad
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey continues his discussion on technical debtEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
The US Federal Reserve and the Bank of Japan both made headlines over their recent moves to lift official cash rates, leaving experts to wonder what could be next. Investors are wondering if there's a longer hiking cycle to come, especially off the back of the ongoing Middle East conflict. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Mon, 21 Sep 2026 14:33:00 +0000 https://jungeanleger.podigee.io/3339-wiener-borse-party-1247-atx-fester-5-tag-mit-mehr-als-1-mrd-euro-tagesvolumen-feine-erwahnung-fur-do-co-frequentis-und-flughafen 19bd19c538d4ee8f5ca443d09563a3e6 Die Wiener Börse Party ist ein Podcastprojekt für Audio-CD.at von Christian Drastil Comm.. Unter dem Motto „Market & Me“ berichtet Christian Drastil über das Tagesgeschehen an der Wiener Börse. Inhalte der Folge #1247: - ATX stärker - AT&S schon wieder vorne - mehr als 1 Mrd. Volumen am Freitag - DO & CO, Frequentis und Flughafen in Top 100-Ranking, News zu Wiener Börse, Emerald Horizon, Kontron - Martha Bacher läutet die Opening Bell für Montag. Als Markets Retail Sales Director bei der Erste Group Bank AG ist ihr auch das Netzwerk FAM - Frauen im Assetmanagement ein grosses Anliegen - Deutsche Börse Frankfurt: DAX fester, Infineon gesucht - mehr dazu im Podcast bzw. in einem Trial unter https://www.boerse-express.com/suche?search=drastil Links: - Börsepeople Louisa Böhringer live: http://www.audio-cd.at/people - Since Sunday: "Pretty Faces" http://www.audio-cd.at/music - Fanboy-Fundraising: http://www.christian-drastil.com - Stockpicking Österreich: https://www.wikifolio.com/de/at/w/wfdrastil1? - Austria 30 Private IR: https://www.wikifolio.com/de/at/w/wf00atat30 ATX aktuell: https://www.wienerborse.at/indizes/aktuelle-indexwerte/preise-mitglieder/??ISIN=AT0000999982&ID_NOTATION=92866&cHash=49b7ab71e783b5ef2864ad3c8a5cdbc1 Die täglichen Folgen der Wiener Börse Party (Co-verantwortlich Script: Christine Petzwinkler) sind 2026 präsentiert von der Deutsche Börse Xetra https://live.deutsche-boerse.com/xetraplus . Infos zum Jingle: https://audio-cd.at/page/podcast/7326 Risikohinweis: Die hier veröffentlichten Gedanken sind weder als Empfehlung noch als ein Angebot oder eine Aufforderung zum An- oder Verkauf von Finanzinstrumenten zu verstehen und sollen auch nicht so verstanden werden. Sie stellen lediglich die persönliche Meinung der Podcastmacher dar. Der Handel mit Finanzprodukten unterliegt einem Risiko. Sie können Ihr eingesetztes Kapital verlieren. Und: Bewertungen bei Apple (oder auch Spotify) machen mir Freude: http://www.audio-cd.at/spotify http://www.audio-cd.at/apple Du möchtest deine Werbung in diesem und vielen anderen Podcasts schalten? Kein Problem!Für deinen Zugang zu zielgerichteter Podcast-Werbung, klicke hier.Audiomarktplatz.de - Geschichten, die bleiben - überall und jederzeit! 3339 full no Christian Drastil Comm. (Agentur für Investor Relations und Podcasts)
The US Federal Reserve and the Bank of Japan both made headlines over their recent moves to lift official cash rates, leaving experts to wonder what could be next. Investors are wondering if there's a longer hiking cycle to come, especially off the back of the ongoing Middle East conflict. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Die Fondsbranche misst fast alles, nur Führung kaum. Christian Haas will das ändern. Der Managing Partner der Personalberatung Eleway sucht seit rund zehn Jahren Chefs, und zwar ausschließlich für Asset Manager. Jetzt hat er mit dem Leadership Alpha Award einen Preis gestartet, der nicht das Ergebnis auszeichnet, sondern das Wie: „die Architektur hinter der Performance". Im Gespräch mit Christoph Fröhlich erklärt Haas, warum gute Zahlen kein Beweis für gute Führung sind, woran man erkennt, ob eine Unternehmenskultur echt ist und was passiert, wenn der Star-Portfoliomanager großartiges Alpha liefert und gleichzeitig das Team zerlegt. Außerdem: Welchen Hintergrund ein CEO im Asset Management wirklich braucht, warum die besten Chefs oft gar keine werden wollten, und was von einer Führungsleistung übrig bleibt, wenn der Chef weg ist. Zum Schluss verrät Haas in der Entweder-oder-Runde, warum man ihn beim Betriebsausflug besser nicht ans Mikrofon lässt. „For Professional Investors Only" ist der gemeinsame Podcast von DAS INVESTMENT und private banking magazin.
Welcome back to the Alt Goes Mainstream podcast.We went to Miami to sit down with the professor of infrastructure investing and Founder, Chairman, and Managing Partner of I Squared, Dr. Sadek Wahba. Sadek has blended academic knowledge and a practical approach to infrastructure investing to build I Squared into a $60B infrastructure investment firm in 14 years, some of which he has adroitly distilled into the 2024 book that he authored, Build: Investing in America's Infrastructure.We had such a fascinating and wide-ranging discussion that I've decided to break down our conversation into chapters.“We are enormously boring by design”: From the World Bank to building a $60B infrastructure investing behemoth[00:00:00–00:16:19]Sadek has been investing in a category, infrastructure, that he calls “invsible until it's missing.” He's brought experience as an economist at The World Bank and running Morgan Stanley Infrastructure as CEO to bear as he has built out I Squared into a leading infrastructure investment firm.Some notable quotes from this chapter:“You open your tap water, you never think where the water comes from … So you take a lot of that for granted.”“For better or worse, it may say something about us being enormously boring, but the only thing we do is infrastructure.”“With the boom in AI, and the need for power and data centers … add another five-plus trillion dollars that will need to be invested in transmission lines, power generation, data centers, fiber optics and all sorts of infrastructure.”No free lunch: ownership, regulation, and the ghost of Flint[00:16:19–00:32:40]U.S. infrastructure has shifted from private ownership to overleveraged municipalities. Sadek breaks down what has gone wrong with different infrastructure investment models around the world by dissecting who owns an asset, who manages it, who regulates it, and why collapsing those three roles into one is exactly what happened in Flint, Michigan.Some notable quotes from this chapter:“I'm sorry to say, but there's no free lunch. Whether it's a public good or not, that public good requires inputs, produces an output, and someone has to pay for it.” “There are three things that matter when you think about infrastructure: the ownership of the asset, who manages it, and who regulates it. If the entity that owns, manages, and regulates it are the same, you have a problem.”“They managed it, they regulated it, and they owned it. So if I wanted to complain to the regulator … the manager is the regulator. But the real owner is the manager who's also the regulator.” (Sadek on what happened in the Flint, Michigan water crisis).If it sounds too good to be true, it probably is[00:32:40–00:51:06]Sadek takes us inside I Squared's investing playbook. He discusses why they walked away from a Norwegian gas deal promising 14-15% returns, and why regulatory risk is the hardest thing to underwrite. Sadek also shares where he believes value is created in the next decade.If it's too good to be true, then it's probably not true. And that, for me, is rule number one.” “How can you make a return of 14%, 15% on something which is a hundred percent regulated and where you take very little risk? That, to me, doesn't exist.” “The adoption of AI technology is probably the single biggest opportunity we see in infrastructure over the coming years.”Fishing in a different pond: the mid-market and the democratization of infrastructure[00:51:06–01:07:19]Sadek explains how a firm that has a $15B fund to deploy still focuses on the “mid-market,” why banks have abandoned the $50-100M loan, and why individual investors can play a role in financing assets that they use every day.“Our funds could be $15B in size … people say, “You're joking, right? That's not mid-market” And the answer is, well, no, it is … because we invest globally.”“I hope the day comes where most airports in the US are not owned by funds, but they're publicly listed. Instead of being owned by a municipality, you and I can buy the shares of that company.”“If regulators are not paid, they're not incentivized to do a good job.”Onshoring, national security, and what drives Sadek[01:07:19–01:17:15]Sadek shares why private capital can help fill the gap for funding infrastructure needs as growing government debt makes it harder for governments to keep footing the bill. He also discusses the case for onshoring beyond politics and what motivates him. “Private capital will per force play a critical role if you want to maintain sustainable economic growth rates. If you want lower per capita income, if you want higher unemployment … then don't have the private sector invest in it.”“I can think of two reasons [for onshoring] that have nothing to do with politics: national security, and supply chain issues."“What drives me is to be able to produce something that people find useful, that people use to better their lives. And if you can do that in any small way, I think that's enormously rewarding.”BioDr. Sadek Wahba is Chairman and Managing Partner of I Square Capital, an independent global infrastructure investment manager based in Miami, Florida, with $60 billion in assets under management.He has worked at Morgan Stanley where he was the CEO of Morgan Stanley Infrastructure, a global platform for infrastructure investment and as an economist at The World Bank. Sadek is an advocate for transformative approaches to infrastructure investment and a frequent commentator about the need for more investment in infrastructure to promote sustainable economic growth. He was a presidential appointment to the National Infrastructure Advisory Council, which advises the White House on reducing the physical and cyber risks and improving the security and resilience of critical infrastructure in the U.S. He was part of the expert committee on the World Economic Forum's first report on global infrastructure investments and was named Global Infrastructure Personality of the Year twice, as well as Global Infrastructure Personality of the Decade, by Private Equity International (PEI). He frequently appears on Bloomberg, CNBC, Nasdaq, and other networks, including Op-eds in the Financial Times and other leading journals.He holds a Ph.D. in economics from Harvard University, an M.Sc. in economics from the London School of Economics (LSE) and a B.A. in economics from the American University in Cairo. He is a published author on economic research and one of his publications was selected by MIT as one of their 50 most influential papers in the last 50 years His book Build: Investing in America's Infrastructure published by Georgetown University Press published in 2024 is in its second printing.Sadek is a Senior Fellow at the Development Res...
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses how innovation (namely AI) requires updating how we workEmail Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Stéphane Brown, Chairman and Co-founder, Association of Shariah Asset Management
The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, explore the durable long-term trends shaping the sector.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
Axel sits down for the second time with Ross McArthur, Midwest multifamily operator and co-founder of Follow The Deal Investments and Thrive Property Group — for a candid update on how his portfolio grew from roughly 400 units to over 1,100 units in just three years, all while bringing property management fully in-house from 1,000+ miles away in Florida.This episode is essential listening for any investor or operator wrestling with the decision to bring management in-house versus stay with third-party, how to keep deal flow alive in a slow transaction market, and what disciplined, capital-efficient scaling actually looks like once a portfolio crosses the 1,000-unit mark.Join us as we dive into:How Ross scaled from ~400 to 1,100+ units during one of the slowest transaction markets in years — by staying consistently active with brokers and direct-to-seller outreach even on deals he didn't expect to win.Why Ross's buy box has tightened significantly since his last appearance — more rigorous inspections (including full crawl-space checks), a hard focus on roof age and its impact on insurance costs, and a new reluctance to pay up for 1960s/70s builds versus 2000s-era construction.The hub-and-spoke, fully in-house management model behind Thrive Property Group — running 1,100+ units with fewer than 10 core people, built around a single standardized set of KPIs Ross calls "the Big Five".The maintenance staffing lesson learned the hard way — why Ross split his in-house maintenance team (light fixtures, faucets, "the last 10 feet") away from painting and flooring, which are instead handled by dedicated third-party specialists — because most maintenance techs "hate doing flooring and suck at painting."The strategic trade-off between building a deal-making machine versus a management machine — how Axel and Ross compare their differing structures (third-party vs. fully in-house) and why neither approach is wrong, just a reflection of what each business is solving for at a given stage.Connect with Ross McArthur:Website: followthedeal.comConnect with him on Linkedin Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the two things required for increasing the speed of your next transformation.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Welcome back to the Alt Goes Mainstream podcast.We went to Golub Capital's New York office to sit down with Co-CEO David Golub.David Golub and his brother Lawrence both started their careers in private equity. It was their experiences in private equity in the 1990s that turned them into private credit pioneers.Lawrence and David have built Golub Capital into a $95B private credit behemoth, largely due to their pioneering decision to create the “one-stop” unitranche loan solution for sponsor-backed companies after spotting a gap in the sponsor finance market. Fast forward over 30 years, and Golub Capital is one of the leaders in private credit. David discussed how Golub has spent the balance of its life as a scaled specialist credit manager “honing the competitive advantages” that make the firm so unique. Golub has built a cadre of 200 high-quality sponsor relationships with many of the industry's top private equity firms, which call on them when they are seeking sponsor financing for their companies.David and I had a fascinating conversation that covered everything from the early days of private credit to the story of pioneering unitranche loans to what LPs should look for in GPs to the psychology of relationships and partnerships. We discussed:What David and Lawrence saw in the early days of private equity informed how they decided to build Golub.Why the unitranche loan became popular with private equity sponsors.What Golub looks for in relationships with private equity sponsors.Why focus has been a key driver of scaling Golub's business.What LPs should ask GPs when evaluating their fund and firm.Why LPs should evaluate GPs based on how GPs think about their own business.The psychology of relationships and partnerships.How David's experience being surrounded by a family of psychologists and psychiatrists has given him an edge in investing, negotiating, and building win-win relationships.BioDavid Golub is Co-Chief Executive Officer of Golub Capital, a market-leading, award-winning direct lender and experienced private credit manager. As of April 1, 2026, Golub Capital had over $90 billion of capital under management, a gross measure of invested capital including leverage. Golub Capital partners with institutional investors and family offices, offering tailored solutions for investors' credit asset strategies. The Firm specializes in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Golub Capital has been a top 3 U.S. Middle Market Bookrunner each year from 2008 through Q1 2026 for senior secured loans of up to $500 million for leveraged buyouts. Golub Capital has been consistently recognized with industry awards, including Lender of the Year, Americas (Private Debt Investor, 2014, 2015, 2016, 2018, 2021, 2022, 2023, 2024) Lender of the Decade, Americas (Private Debt Investor, 2023), Senior Lender of the Decade, Americas (Private Debt Investor, 2023), Senior Lender of the Year, Americas (Private Debt Investor, 2015, 2016, 2017, 2019, 2020, 2023, 2025) and BDC Manager of the Year, Americas (Private Debt Investor, 2015, 2016, 2017, 2023).Mr. Golub is active in charitable and civic organizations. Mr. Golub is a member of the Founder's Council of the Michael J. Fox Foundation for Parkinson's Research, where he was the first board Chairman and a long-time director. Mr. Golub is Co-Founder and Chair of the Golub Capital Nonprofit Board Fellows Network, which operates at 20 leading business schools; its mission is to make nonprofit boards more effective by training hundreds of MBA students each year to become highly skilled nonprofit directors. Mr. Golub is a member of the Association of Marshall Scholars' Director's Circle and previously was a member of the Stanford Graduate School of Business Advisory Council. He has served on the boards of the Loan Syndications and Trading Association, the Hudson Guild and the World Policy Institute. Mr. Golub is on the board of directors of Burton Snowboards and has served on the boards of numerous public and private companies.Prior to joining Golub Capital in 2003, Mr. Golub was a Managing Director of Centre Partners, a leading middle market private equity firm, and of Corporate Partners, a Lazard-sponsored $1.5 billion private equity fund formed to acquire significant minority stakes in established companies.Mr. Golub earned his AB degree magna cum laude in Government from Harvard College. He received an MPhil in International Relations from Oxford University, where he was a Marshall Scholar, and an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar.Thanks, David, for sharing your wisdom, expertise, and passion about private credit, the business of asset management, and the psychology of relationships.Show Notes00:00 Introduction01:23 A Message from Ultimus Fund Solutions, Our Sponsor02:26 David's Career Shift to Credit06:07 Sponsor Finance Market Gap10:56 Unitranche Origins12:47 Crisis As Catalyst14:25 Distressed Value Lens16:21 What Makes A Good Business19:39 Relationships And Game Theory21:26 Capital Isn't Proprietary25:39 Being First Call26:21 Managing Growth Carefully27:29 Fundraising Versus Opportunity28:08 Only The Paranoid Survive29:17 Staying A Specialist29:45 Capacity And Performance32:47 Scale As Advantage36:23 Raising Capital Follows Winners37:12 Future PE Picks Few Lenders37:52 Credit Partner as A Signal38:37 Doing Homework on Sponsors39:02 Big “n” Investing Mindset39:16 Risk Real vs Perceived41:30 Press Noise and Redemptions42:22 Darwinian Moment Ahead42:54 Why Terms Improve Next44:42 Portfolio Stress Reality Check47:51 Junior Debt Trouble Spot48:10 Underwriting the Manager51:06 Ask the Why52:00 What Keeps You Up at Night54:13 Culture of Constructive Doubt54:57 Testing Analytical Thinking55:53 Building the Wealth Channel56:45 Early Days Wealth Fundraising58:11 Diversifying the Investor Base01:00:45 Decades Mindset and Focus01:01:35 Specialization and Infrastructure01:02:39 More of the Same 01:03:21 Adjacencies Like GP Secondaries01:03:42 Continuation Vehicles Rationale01:05:22 Psychology and Relationships01:06:48 Problem Solving Builds Trust01:07:51 Authenticity Over Tactics01:09:23 Closing ReflectionsA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their busin...
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the leadership mistake of believing they must choose between innovation and operations.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.
After a tough year for KMD Brands, the company's luck is turning around on the share market. The company behind Kathmandu and Rip Curl saw its share price go up by 17 percent, largely driven by Australian entrepreneur Josh Rudd buying 6 percent shareholding. Milford Asset Management expert Jeremy Hutton outlined what this could mean for the company - and whether a full takeover is possible. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Welcome back to the Alt Goes Mainstream podcast.Today's podcast takes us to the heart of New York City to talk with James Li, the President and Partner of Davidson Kempner, a firm that was an early participant in the merger arbitrage, distressed debt, and opportunistic credit industries.Davidson Kempner's heritage lies in cutting through complexity to find value.Founded in 1983, Davidson Kempner's origins began in merger arbitrage, distressed debt, and opportunistic credit. The firm, which now has around 1,800 clients, began accepting outside capital in 1987 and has since built out its investment platform to include convertible arbitrage, long / short equities, asset-based lending, and real estate strategies.Davidson Kempner has since grown to almost $40B in AUM across public and private markets strategies.The firm has a penchant for navigating complex situations across public and private markets to opportunistically uncover value, noting that “no situation is too complex for [them].” James unpacked how the firm's family office DNA has evolved across three generations of leadership into a scaled investment platform across public and private markets to inform the firm's relative value investing perspective.James and I had a fascinating conversation on a number of pressing topics at the intersection of public and private markets. We covered:How do public market feedback loops inform private market investments?How post-GFC growth in private equity has created “indigestion” in the system.What the current state of private equity means for capital solutions opportunities.Why distressed and opportunistic credit can be countercyclical.What it means to be a relative value investor and how Davidson Kempner navigates different sectors, markets, geographies, and asset classes.What deglobalization means for investing in private markets.Why are allocators shifting toward absolute return strategies?How Davidson Kempner's family office DNA has informed how they approach working with the wealth channel.BioJames Li is the President and a Partner at Davidson Kempner. Mr. Li also co-manages the Client Partnerships & Business Development department and oversees the Firm's Capital Markets, Strategy and Treasury Teams. He joined the Firm in 2018 and is based in the New York office.Before joining Davidson Kempner, Mr. Li was a Managing Director in the Client Relationship Management and Strategy Group at Goldman, Sachs & Co. Mr. Li received a B.S. from Columbia University.Thanks, James, for sharing your wisdom, expertise, and passion about public and private markets and your approach to investing in complex situations.Show Notes00:00 Live From Davidson Kempner's Office in NYC01:36 A Message from Ultimus Fund Solutions02:37 Introduction to James Li03:36 Career Roots At Goldman05:16 Discovering Davidson Kempner06:13 Three Generations Of Leadership06:42 Family Office DNA08:23 Investing In Complexity10:44 Where Complexity Pays12:20 Liquid Versus Private Feedback13:37 Macro Shifts And Deglobalization16:01 Finding Edge In Less Crowded Markets17:28 Private Capital Indigestion18:47 Capital Solutions Playbook20:48 Building Operating Capabilities25:59 Allocator Shift In Credit31:26 Hedge Funds Return32:12 Post GFC Lessons32:48 Fees Volatility Gating33:13 Evergreen Vehicle Design34:04 Liquidity Over Leverage34:15 Leverage Risk Explained35:14 Semi Liquid Marking Issues35:36 Flows Back To Hedge Funds36:26 Wealth Channel Education37:14 Merger Arb Basics38:34 Global Credit Toolkit39:18 Portfolio Velocity Risk40:58 Investment-Led Ownership43:43 Scale Competition Edge44:28 Restructuring Repayment Focus45:43 Building Wealth Business54:07 Firm Vision And DNAA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the why CMDBs rarely are as accurate as leaders hope.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Axel Ragnarsson sits down with Matt Lefebvre once again for a deep-dive follow-up episode dissecting the deal that actually launched his portfolio — a same-day, two-building purchase in Concord, NH that looked like a home run on paper and nearly took him down before it made him money.This episode is essential listening for any investor about to do their first (or next) value-add deal who wants an honest look at what happens when a "great price" deal collides with hard money debt, an insurance claim gone long, and a global pandemic — and why simplicity, not upside, should define a first deal.Join us as we dive into:How Matt bought a 2-unit and a 4-unit in Concord, NH — a mile apart, from the same seller, on the same day for a combined $365,000, sourced through a residential agent who didn't know how to value or sell a small commercial multifamily deal herself.A 90% loan-to-cost hard money loan at 12% interest-only, two points due on exit, with only a six-month term and why that short runway became the central risk in the entire deal.How things went sideways in a mid-renovation plumbing failure that flooded the first floor, triggered an insurance claim, an asbestos test, and a three-month hold where Matt couldn't touch his own building — burning through his six-month loan term and pushing him into default-rate interest at 16% plus two points.The gut-punch moment: a boiler fire in the four-unit two days before the refinance appraisal, killing any chance of refinancing above purchase price after $60,000 in renovations, forcing a sale of the building in the exact month COVID lockdowns began.Why more moving parts in an exit strategy means more chances for something to go wrong, and why a first deal should be boring — buy the building with the good roof, good systems, and straightforward turns, and save the "hairy" deals for once you have the experience (and cash reserves) to absorb the unexpected.Connect with Matt Lefebvre:Website: downtownrealtynh.com(All contact info, social media links, and team information available on the website)Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the need to increase the number of standard changes.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for over 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 2,000 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page
Software management presents itself as an easy task. Install software, deinstall at the end of its life. Unfortunately, the complexity of modern systems has made managing software in enterprise situations more of a nightmare than a walk in the park. During today's Feds at the Edge podcast, a group of subject matter experts gives several approaches to software management that has worked for them. ONE Larger organization seems to have many sets of tools. The question to resolve: which one has the authoritative data? Policies must be developed to ensure accuracy. TWO Separate departments may purchase identical tools. Administrators need accurate knowledge of what tools are being used. Further, even if the tool is duplicative, it may not be easy to turn off if embedded FOUR In an emergency, organizations may order the software needed. Non-reputable vendors can keep on charging, need to have an honest relationship with a vendor. Beyond that, need to program to have Dave Klein from Axonius Federal underscored the risks of legacy systems and the need for continuous, automated approaches to manage software assets effectively.
Welcome back to the Alt Goes Mainstream podcast.We were live from iCapital Connect's conference in Phoenix, where we sat down with some of the industry's leaders across asset management and wealth management.We spoke with Ava Mallin, Managing Director, US Private Wealth Solutions at Ardian.Ava brings a distinctive approach to how she works with the wealth channel. She emphasized that asset managers should treat capital as a client's legacy rather than “just dollars.” Speaking of legacy, Ardian is a firm with a rich legacy. The firm was born in 1996, when AXA's Chairman, Claude Bébéar, chairman of AXA, asked Dominique Senequier to create a private equity arm for the insurer. And so AXA Private Equity was born. The firm's first fund launched with a $100M French Buyout fund and two external clients.Today, Ardian stands tall as a giant in private markets, spanning asset classes and managing over $200B AUM.As a firm that provides investment solutions and customized strategies, Ardian thinks deeply about the breadth and depth of its relationships with LPs. Ava brings this perspective to bear in the wealth channel, which was evident in our conversation.Ava shared how she brings a uniquely human perspective to fundraising and partnering with the wealth channel. She believes managing money is managing emotion, which is critical for GPs to understand how wealth advisors manage their relationships with clients.We had a fascinating conversation, covering: The importance of understanding the human and emotional side that it takes to build enduring partnerships with LPs.Why US LPs have a growing interest in diversification and want exposure to Europe.Why secondaries is a partnership business with LPs and GPs.The importance of educating the wealth channel on private markets.Why Ardian prefers the term “evergreen” over “semi-liquid.” Why GPs should work with the wealth channel only if they have true commitment to the channel and top-down support from senior leadership.BioAva Mallin joined Ardian in 2022. She is responsible for Private Wealth relationships in the US. Prior to joining Ardian, she spent seven years at Carlyle in their Private Wealth group. She is based in New York.Thanks, Ava, for sharing your wisdom, expertise, and passion for how you approach working with the wealth channel and your focus on EQ as part of building relationships with advisors that enable them to treat their clients' capital as legacy. Show Notes00:00 Live From iCapital Connect00:23 A Message From Ultimus Fund Solutions01:21 Meet Ardian's Ava Mallin01:48 Money And Emotion03:11 Ardian Culture And Fit03:45 Secondaries Partnership Model04:45 Building US Wealth Business05:59 Evergreen Liquidity Mindset07:26 Educating Advisors And Clients09:02 Brand And Leadership Support10:13 Authenticity In Sales11:28 Listening And Curiosity12:29 Just Because You Can, Doesn't Mean You Should13:31 Getting Firmwide Buy In14:11 Wealth Channel Challenges14:47 Closing ThoughtsA Word from Our Sponsor, UltimusThis episode of Alt Goes Mainstream is brought to you by Ultimus, the full-service fund administrator and transfer agent powering asset managers in private and public markets. As alts go mainstream, you need real expertise to handle complex fund structures, connect with key distribution partners, and handle sophisticated compliance, reporting, and transparency demands.That's Ultimus: high-tech, high-touch solutions for over 450 clients and 2,500 funds with $775B in assets under administration. Backed by an expert team of over 1,200 employees, they place client service at the core of their business, helping you navigate complexity during your fund structuring or launch and then supporting you through every stage of growth. Whether you're already in the market or thinking about entering private wealth, you can trust their team's deep expertise in retail alternatives to help you reach your goals.Learn more at ultimusfundsolutions.com or email info@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Editing and post-production work for this episode was provided by The Podcast Consultant.
Axel sits down with Matt Lefebvre, founder of Downtown Realty NH, active multifamily investor, and one of the most well-connected brokers operating in New Hampshire — for a wide-ranging conversation that spans his origin story, the realities of investing in tertiary markets, the current state of the New Hampshire multifamily market, and the value of local networking organizations for new and growing investors.This episode is essential listening for any investor or broker who wants an honest, on-the-ground picture of what operating in tertiary markets actually looks like, how to navigate the broker-investor identity as your business grows, and what the New Hampshire multifamily market looks like heading into the second half of 2026.Join us as we dive into:How Matt separates his investing and brokering activities by owning exclusively in one hyper-specific market (Claremont, NH) while brokering deals across the state — and why that clarity makes his client relationships cleaner.Why Claremont, NH — a 13,000-person city 30 minutes from the nearest major interstate — became Matt's target market: rents only 15% below Manchester, prices roughly half, and virtually no competition from other investors at the time.The first deal: a 40-unit downtown brick building with six retail spaces — and how that acquisition set the template for growing to 100 units in one market.The real cons of tertiary market investing: a 115% property tax increase over four years, limited vendor options, higher vacancy than statewide averages suggest, and the unpredictability of small-town code enforcement and building officials.Why fire code has become the single biggest financial risk for multifamily investors in older buildings — and how one Claremont property was required to install a sprinkler system costing roughly one-sixth of the purchase price.The financing reality of small-market investing in New England: how Matt uses Pat Brady at Brady Capital Advisors to navigate a six-bank county, and why New England is significantly better banked than markets like Florida.The current New Hampshire multifamily market: cap rates flattening or expanding slightly, Manchester's new property tax override adding to expense pressure, Massachusetts capital continuing to flow north, and why gold-standard 1970s–90s garden-style apartments are still compressing in cap rate while mid-market and mixed-use assets are expanding.The NHREIA story: how Matt started attending meetings before he had his license, became vice president, ran nine of twelve meetings in one year by default — and how that early visibility accelerated his brokerage and investing career simultaneously.Connect with Matt Lefebvre:Website: downtownrealtynh.com(All contact info, social media links, and team information available on the website)Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
Episode 6 of Rethinking EHS, Season 3 focuses on water-related infrastructure resilience and how organisations can prepare for more frequent and severe climate-induced water risks. Across the UK, India and Switzerland, the discussion shows that resilience challenges take different forms — from surface-water and coastal flooding to drought, intense downpours, glacier melt and slope instability. A recurring lesson is that infrastructure can no longer be planned as isolated assets or designed only around historical climate records; connected systems and cascading failures must be considered. Looking ahead, the guests emphasise proactive, pre-event planning: integrating climate risk assessments into asset management, combining engineered and nature-based solutions, improving forecasting and monitoring, learning across regions, and mapping supply-chain exposure. The goal is not simply to withstand the next event, but to keep essential services operating, recover quickly and remain fit for purpose over the full design life. --- Guest quotes: Alex Perryman: “So I'd say in the UK we're talking about the whole spectrum, like too much water, too little water and everything in between and the quality of it, the availability of it, how efficiently we use it and how we reuse it even as a resource.” Michalis Lellis: “Climate conditions are changing and infrastructure that was once considered resilient may no longer provide the same level of protection in the future.” --- Sponsor Copy Rethinking EHS is brought to you by the Inogen Alliance. Inogen Alliance is a global network of 70+ companies providing environment, health, safety, and sustainability services, working together to provide one point of contact to guide multinational organizations to meet their global commitments locally. Visit inogenalliance.com to learn more. Produced by https://madcontent.co.nz/
What does it take to transform aging buildings into resilient, high-performing spaces? Recorded at IFMA's World Workplace Asia-Pacific, this panel brings together Samuel Ma, Head of Account Management at JLL, Andrew Macpherson, Executive Director, Head of Asset Development at JLL, and Caitlin Shem, Head of Sustainability Consulting at JLL, to discuss the future of urban regeneration. They explore why retrofitting existing buildings is often more sustainable than rebuilding, how facility managers can play a larger strategic role in asset enhancement, and why predictive maintenance, AI and better operational data are changing how buildings are managed. The conversation also examines the growing importance of resilience, biodiversity and government policy in shaping the next generation of cities. Timestamps: 0:00 - The three pillars shaping future cities 1:35 - Why aging buildings need a new approach 4:55 - Why retrofitting beats rebuilding 6:20 - Decarbonization, resilience and biodiversity explained 8:10 - Bringing nature back into cities 9:00 - What One Bangkok gets right 9:40 - Why older buildings are losing tenants 10:15 - World Workplace 2026 11:00 - Why facility managers are essential to urban renewal 11:45 - The rise of the "urban steward" 12:20 - Moving from reactive to predictive maintenance 13:00 - How better data drives better investments 14:15 - Why AI is making predictive maintenance a reality 15:10 - "Now is the age of predictive maintenance" 15:35 - What governments can do to accelerate urban renewal 16:20 - Public-private partnerships for better cities 17:45 - How policy is changing sustainable buildings 18:30 - Why building performance matters more than ever 19:50 - The growing link between sustainability and property value 21:00 - Why collaboration will shape the future of cities Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org
Solar asset management inside a 35-year ownership model: CJ Colavito and Jay Smith of Standard Solar explain what it actually takes to own distributed generation projects for decades, from evaluating tracker and inverter reliability to redesigning inverter specs around eventual failure.In this episode of Clean Power Hour, Tim Montague sits down with CJ Colavito, General Manager of Integrated Project Teams, and Jay Smith, VP of Operations and Maintenance and Asset Management, to discuss what they have learned from developing, building, owning, and operating commercial and community solar projects.The conversation goes deep on one of the biggest challenges facing the solar industry: how to balance cost, performance, reliability, and long-term asset value.Tim, CJ, and Jay also discuss:• Why thorough project diligence can reduce delays, change orders, and budget overruns• Standard Solar's integrated project team model and its focus on execution excellence• The challenges of rooftop solar and why project scale matters• Connector reliability, wire management, and lessons from thermal events• What Standard Solar looks for when selecting tracker technology• Tracker reliability, maintenance, snow shedding, and hail protection• Standard Solar's approach to inverter selection and long-term reliability• Why inverter failures can have a much greater financial impact than the initial equipment cost• The importance of manufacturer support and warranties over the life of a project• How changing supply-chain and foreign entity requirements are affecting equipment decisions• Adding AC-coupled batteries to existing community solar projects• How Standard Solar is adapting its business as the solar market and technology continue to evolveThe episode comes at an important moment for the industry. As solar portfolios grow and assets age, the focus is increasingly shifting from simply adding megawatts to ensuring those assets can perform reliably over the long term. Listen to the full conversation for an inside look at how an experienced solar owner-operator thinks about technology, reliability, O&M, project execution, and the future of distributed solar.Connect with Guest Jay Smith LinkedInCJ Colavito LinkedInStandard Solar Website Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email tim@cleanpowerhour.com Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: CleanPowerHour@gmail.comCorporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America's number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com
Key Takeaways: Focus on Real Assets: High-fee investments and speculative products may promise big returns, but lasting wealth is often built through assets with real value, such as energy, infrastructure, and productive businesses. Look Beyond Net Worth: A high net worth does not always mean strong finances. Focus on assets that generate real cash flow and can support you through market changes. Control Your Emotions: Fear and greed can strongly influence markets. Staying calm and disciplined can help you avoid making poor decisions during market swings. Use Debt Carefully: Experienced investors may use low-cost debt against valuable assets instead of taking on high-risk investments. The key is keeping borrowing at a level that can be managed. Build a Strong Cash Flow Portfolio: A healthy portfolio should include assets that produce income, assets that preserve value, and enough liquidity to cover expenses. Avoid relying too heavily on investments that consistently require more cash than they produce. Chapters: Timestamp Summary 0:00 Debunking High-Fee Speculation for True Wealth Building 7:24 Leveraging Real Assets and Debt for Financial Stability 14:35 Emotional Intelligence and Market Cycles in Investing 21:36 Balancing Conscious Mind and Body Instinct in Decision Making 26:03 Understanding Cash Flow and Asset Management for Financial Stability Powered by Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen! WBMS Premium Subscription Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
In this episode, Axel sits down with Zach Hoereth — real estate investor, operator of Midwest Storage, and one of the more entertaining (and polarizing) voices on real estate Instagram — for a genuinely unfiltered conversation about what actually works in this business.He brings a uniquely blunt, been-there perspective on direct-to-seller acquisitions, the limits of AI and technology in a relationship-driven business, and why chasing unit count and AUM is one of the most overrated status games in real estate investing.This episode is essential listening for any investor who wants a no-BS look at what it actually takes to source deals, build a lean operation, and avoid the traps that sideline so many people who get into this business.Join us as we dive into:Zach's path from a college leasing hustle to buying his first $20–30K house in Indianapolis in 2018, and how that snowballed into today's business.How Zach's operation is structured: direct-to-seller mail feeding wholesaling and flipping, which funds acquisitions of small multifamily, single-family rentals, and self-storage — all without outside equity to date.Why "just buying rentals" isn't a wealth strategy — cash flow keeps you in the game, but equity and capital events are what actually move the needle.Why AI and chatbots can't fix a bad reputation or replace the human-to-human trust that wins deals, retains tenants, and keeps LPs engaged.The "70 dudes who partnered on a fourplex" problem — why unit count and AUM get wildly overrated as status symbols, and why doing a few deals solo teaches more than riding shotgun on a syndication.The three things you actually need to start doing direct-to-seller deals: a CRM, a targeted list (tools like PropStream and Reonomy), and a mail houseHow to make aggressive offers respectfully, and why "running toward the confrontation" beats avoiding it.The three Ds of distress — death, divorce, and drama — and how to quickly identify which sellers are actually motivated versus wasting your time.Why a seller's real pain point is often bigger (and weirder) than investors assume, and why being present when they decide to sell matters more than trying to convince them.Connect with Zach Hoereth:Follow him on InstagramAre you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
In this Multifamily Minutes episode, Axel breaks down why revenue management deserves far more attention than most multifamily operators give it. Using a simple 10-unit example, he shows how a single percentage point of recovered revenue — whether from reduced vacancy or lower delinquency — can boost net free cash flow by 5% or more, a magnified effect similar to how leverage amplifies returns. He also shares how his own portfolio tracks collections throughout the month, why vacancy is the lever operators actually control while rent is dictated by the market, and the practical steps his team is taking — from tenant screening to new collections technology — to keep squeezing out those last few points of revenue.Join us as we dive into:Why revenue assumptions (vacancy and delinquency) vary wildly across A, B, C, and D class deals.The leverage analogy: how small revenue changes create outsized swings in net free cash flow.What happens at the extreme: a 3% revenue increase driving 15–16%+ additional cash flow.Why this effect becomes easier to see and more important at scale, across larger portfolios or buildings.How Axel's team tracks collections by day of the month (1st–5th, 5th–12th, 12th–30th) and what "normalized" collections look like for stabilized C-class buildings.The tech and process changes being used to push collections rates higher, including third-party payment plan platforms for past-due tenants.Are you looking to invest in real estate, but don't want to deal with the hassle of finding great deals, signing on debt, and managing tenants? Aligned Real Estate Partners provides investment opportunities to passive investors looking for the returns, stability, and tax benefits multifamily real estate offers, but without the work - join our investor club to be notified of future investment opportunities.Connect with Axel:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Aligned Real Estate Partners
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