POPULARITY
Categories
221 episodes with Asset management
239 episodes with Asset management
221 episodes with Asset management
76 episodes with Asset management
82 episodes with Asset management
134 episodes with Asset management
41 episodes with Asset management
59 episodes with Asset management
52 episodes with Asset management
36 episodes with Asset management
46 episodes with Asset management
23 episodes with Asset management
23 episodes with Asset management
82 episodes with Asset management
117 episodes with Asset management
28 episodes with Asset management
46 episodes with Asset management
25 episodes with Asset management
15 episodes with Asset management
15 episodes with Asset management
39 episodes with Asset management
15 episodes with Asset management
23 episodes with Asset management
20 episodes with Asset management
17 episodes with Asset management
20 episodes with Asset management
17 episodes with Asset management
17 episodes with Asset management
17 episodes with Asset management
15 episodes with Asset management
10 episodes with Asset management
10 episodes with Asset management
8 episodes with Asset management
10 episodes with Asset management
24 episodes with Asset management
15 episodes with Asset management
22 episodes with Asset management
12 episodes with Asset management
11 episodes with Asset management
8 episodes with Asset management
12 episodes with Asset management
13 episodes with Asset management
12 episodes with Asset management
19 episodes with Asset management
15 episodes with Asset management
9 episodes with Asset management
201 episodes with Asset management
13 episodes with Asset management
13 episodes with Asset management
9 episodes with Asset management
11 episodes with Asset management
8 episodes with Asset management
183 episodes with Asset management
182 episodes with Asset management
11 episodes with Asset management
9 episodes with Asset management
11 episodes with Asset management
6 episodes with Asset management
9 episodes with Asset management
24 episodes with Asset management
6 episodes with Asset management
7 episodes with Asset management
6 episodes with Asset management
7 episodes with Asset management
13 episodes with Asset management
18 episodes with Asset management
14 episodes with Asset management
7 episodes with Asset management
6 episodes with Asset management
8 episodes with Asset management
5 episodes with Asset management
13 episodes with Asset management
5 episodes with Asset management
7 episodes with Asset management
136 episodes with Asset management
5 episodes with Asset management
5 episodes with Asset management
7 episodes with Asset management
7 episodes with Asset management
13 episodes with Asset management
7 episodes with Asset management
7 episodes with Asset management
10 episodes with Asset management
12 episodes with Asset management
9 episodes with Asset management
5 episodes with Asset management
6 episodes with Asset management
5 episodes with Asset management
6 episodes with Asset management
115 episodes with Asset management
10 episodes with Asset management
5 episodes with Asset management
6 episodes with Asset management
5 episodes with Asset management
5 episodes with Asset management
8 episodes with Asset management
4 episodes with Asset management
7 episodes with Asset management
11 episodes with Asset management
5 episodes with Asset management
12 episodes with Asset management
100 episodes with Asset management
13 episodes with Asset management
5 episodes with Asset management
9 episodes with Asset management
8 episodes with Asset management
9 episodes with Asset management
9 episodes with Asset management
9 episodes with Asset management
9 episodes with Asset management
8 episodes with Asset management
91 episodes with Asset management
3 episodes with Asset management
4 episodes with Asset management
4 episodes with Asset management
6 episodes with Asset management
5 episodes with Asset management
4 episodes with Asset management
3 episodes with Asset management
4 episodes with Asset management
4 episodes with Asset management
16 episodes with Asset management
12 episodes with Asset management
5 episodes with Asset management
5 episodes with Asset management
6 episodes with Asset management
3 episodes with Asset management
11 episodes with Asset management
4 episodes with Asset management
4 episodes with Asset management
5 episodes with Asset management
3 episodes with Asset management
75 episodes with Asset management
9 episodes with Asset management
3 episodes with Asset management
4 episodes with Asset management
4 episodes with Asset management
6 episodes with Asset management
4 episodes with Asset management
3 episodes with Asset management
4 episodes with Asset management
3 episodes with Asset management
13 episodes with Asset management
6 episodes with Asset management
3 episodes with Asset management
8 episodes with Asset management
4 episodes with Asset management
4 episodes with Asset management
3 episodes with Asset management
7 episodes with Asset management
7 episodes with Asset management
7 episodes with Asset management
4 episodes with Asset management
3 episodes with Asset management
3 episodes with Asset management
3 episodes with Asset management
3 episodes with Asset management
3 episodes with Asset management
8 episodes with Asset management
3 episodes with Asset management
9 episodes with Asset management
9 episodes with Asset management
Your home insurance bill is not going up because of inflation. It is going up because of a risk that was mispriced for decades and is now coming due. Episode Sponsor Coalition for an Insurable Future Website: https://coalitionforaninsurablefuture.com/ Facebook: https://www.facebook.com/people/Coalition-For-An-Insurable-Future/61584013622275/ What You'll Learn in This Episode Why home insurance is up 74% since 2008 and is not coming back down How one weather event turns into a coverage gap, an un-mortgageable home, and a collapsing property value Why insurance companies are not the villain here and who actually is What happens when state-backed insurance plans run out of money Why one in seven homeowners now has zero insurance coverage What every homeowner should do right now to reduce their exposure Why renters are not off the hook from this crisis either Start Here Join the community built to help you master your money, stay accountable, and reach financial freedom.
Our guest on the podcast today is Don Phillips. Don is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of the flagship print publication Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. He helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards. Don has served in a variety of leadership roles at Morningstar, most recently head of global research, before paring back his schedule to take on a part-time nonmanagement role. He holds a bachelor's degree from the University of Texas and a master's degree from the University of Chicago. Episode Highlights 00:01:57 Viewing Investing From 100,000 Feet Up 00:08:20 The Role of the Manager, From Salesmanship to Stewardship 00:11:18 What Indexing and AI Make Easier—and What They Risk 00:17:50 Private Credit and Private Equity Risks for Retail Investors 00:28:01 Finding the Unmet Needs in Asset Management 00:35:47 Fixed-Income Funds as the Industry's Achilles' Heel 00:43:42 The Value of a Liberal Arts Education and the Power of Storytelling More From Morningstar Morningstar's Why Don Phillips: We're All in the Behavior Modification Business Private Equity Funds Step Into the Spotlight If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz) and Ben Johnson (@MstarBenJohnson) on X, and Christine Benz, Amy Arnott, and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine's weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this solo episode, Axel tackles one of the most overlooked — and potentially damaging — mistakes new real estate investors make: seeking advice from the wrong people. Not wrong because they're unsuccessful, but wrong because they're in a completely different season of life, operating in a different market, or simply too many steps ahead to give advice that's actually actionable for where you are right now.This episode is essential listening for any investor at any stage of their career who wants to think more clearly about where to source advice, who to model their decisions after, and how to find mentors who are actually in a position to give contextually useful guidance.Join us as we dive into:Why seeking advice from someone 10 steps ahead of you is often more harmful than helpful — and why contextual relevance matters more than raw experienceThe three investor archetypes: the 25-year-old (aggressive risk, bridge debt, self-managing, hairy deals), the 40-year-old (moderate risk, stabilized debt, B-class assets, capital preservation), and the 55-year-old (winding down, passive income, protecting net worth)Why the 55-year-old's advice to "avoid risk, buy in great areas, don't partner" is not wrong — it's just wrong for a 25-year-old trying to scale fastHow Axel at 31 can already feel himself shifting from aggressive growth to capital preservation — and why that shift happens naturally as your season of life evolvesWhy market context matters just as much as experience level: an Ohio investor buying at $80K/door and a Boston investor buying at $300–$400K/door are playing fundamentally different gamesWhy lifestyle design matters when choosing who to learn from — and why Axel doesn't want advice from someone running a 5,000-unit operation with a 15-person team if that's not the business he wants to buildWhere Axel currently seeks advice: investors controlling 1,000 units, raising $10–$20M/year, transitioning from small-to-mid deals to 50–100+ unit acquisitionsAre 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
Tony was excited to sit down with Dana D'Auria, who recently joined Franklin Templeton's RIA Advisory Council as an Industry Leader. This newly formed group has enabled the firm to work together to help shape how private markets are evolving in the RIA Channel. In this episode Tony and Dana tackle important structural considerations around liquidity, valuation, and the limitations of so-called "semi-liquid" investments, while emphasizing the untapped potential of private equity, private credit, and real assets in enhancing client outcomes. They discuss how technology platforms and model-based approaches can help advisors scale their practices while maintaining their core value proposition: providing clients access to sophisticated investment strategies that would otherwise be out of reach. This is an essential listen for advisors looking to navigate the operational complexities of private markets and deliver differentiated value to their clients. DANA D'AURIA, CFA CO-CHIEF INVESTMENT OFFICER AND GROUP PRESIDENT, ENVESTNET SOLUTIONS As Group President, Envestnet Solutions and Co-Chief Investment Officer at Envestnet, Dana is responsible for wealth and asset management solutions across Envestnet's ecosystem, including its research, overlay, direct indexing, sustainable investing and retirement services, as well as partnerships with exchanges and other wealth solutions providers. Dana is also a chair of Envestnet | PMC's Investment Committee. Prior to joining Envestnet, Dana was most recently a Managing Director of Symmetry Partners where she also served as President and a Portfolio Manager of Symmetry Panoramic Mutual Funds, the firm's multi-factor family of funds. Dana is a frequent contributor on CNBC Squawk Box, Bloomberg TV and Radio, Yahoo! Finance, and Nasdaq TradeTalks. She has been honored by Money Management Executive as one of the publication's "Top Women in Asset Management" in 2018 and "Women to Watch" in 2017. She has also published articles on factor investing in The Journal of Financial Planning and The Journal of Index Investing. Dana holds the Chartered Financial Analyst (CFA) designation, and earned both her MBA (in Finance) and BA (in English and International Studies) from Fairfield University. Resources: Dana M. D'Auria, CFA | LinkedInFranklin Templeton Private MarketsTony Davidow, CIMA® | LinkedIn
In this episode, Michael Blank sits down with asset management expert Cyndee Harding and her son Tyler to explore one of the most overlooked—but most critical—aspects of multifamily investing: asset management. While many investors focus on acquisitions and capital raising, Cyndee makes the case that true wealth is created through exceptional operations. She shares her proven framework for working with third-party property managers, implementing effective SOPs, tracking meaningful KPIs, and creating thriving resident communities that improve both tenant satisfaction and property performance. From leveraging AI to streamline operations to boosting renewals through community-building initiatives, this episode offers a fresh and practical perspective on how great asset management can dramatically increase investor returns while making a meaningful impact on residents' lives.Key TakeawaysYou Don't Make Money When You Buy—You Make Money When You Operate Well Strong underwriting is important, but executing the business plan through disciplined asset management is what ultimately drives returns.The Best Asset Managers Partner Closely with Property Managers Clear expectations, weekly accountability meetings, SOPs, and strong communication create alignment and improve property performance.Community Building Improves the Bottom Line Resident events, relationship-building, and creating a true sense of community can lead to higher renewals, lower delinquencies, and stronger occupancy rates.Data Tells You What's Happening—Questions Reveal Why Metrics and KPIs are important, but successful asset managers dig deeper to understand the underlying causes behind vacancies, turnover, and operational challenges.AI Is Becoming a Powerful Asset Management Tool Automating reporting, identifying trends, and streamlining operational reviews allows asset managers to make faster, more informed decisions.Return on Operations (ROO) Drives Return on Investment (ROI) Improving operational efficiency, communication, and resident experience creates long-term value that directly impacts investor returns.Connect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of AdvisorsExplore Michael's Mentoring ProgramJoin the Nighthawk Equity Investor ClubReview the Podcast on Apple PodcastsSyndicated Deal AnalyzerGet the Book, Financial Freedom with Real Estate Investing by Michael Blank For full episode show notes visit: https://themichaelblank.com/podcasts/session526/
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses wa story about some French beekepers in 2012.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
In this deal segment episode, Axel sits back down with Phil MacArthur to break down one of Phil's most recent acquisitions: a 20-unit portfolio deal across four buildings in New Hampshire, picked up on the MLS after months of sitting on cash from prior refinances. The conversation gets into the real nuances of buying from long-term mom-and-pop owners: the informal nature of their leases, the difficulty of getting estoppels, and why small-deal variance is just part of the game when you're playing in the 5 to 30 unit space. Phil and Axel also share a candid back-and-forth on tenant retention — and why tenants know the rental market far better than most landlords give them credit for.This episode is essential listening for any investor buying smaller multifamily deals direct from mom-and-pop owners — and who wants a clear-eyed picture of what the due diligence process actually looks like when the seller isn't exactly playing by the book.Join us as we dive into:How Phil found this 20-unit, four-building deal on the MLS after sitting on cash from four prior refinances for six months.Why the appraiser — from a large Boston institution — applied a 5% loss-to-lease penalty on four vacant units and capped the bank's lending at $3M (65–70% LTV)How Phil bridged the $300,000 financing gap with a short-term hard money lender to get the deal closedThe business plan: light CapEx on roofs and exterior, and bumping rents from an in-place average of $1,600 toward a market rate of ~$1,950 — already achieved on newly leased unitsWhy almost none of the existing tenants left — and why that was better than expected given the previous owner's warningsWhy tenants know the rental market better than investors give them credit for — and why that works in your favor when your rents are modestly below marketThe exit plan: refinance out the hard money, stabilize the rent roll, and target a cash-out refi within 12–24 months to recover 75%+ of invested capitalConnect with Phil:Connect with him on LinkedinFollow Windrift Real Estate on InstagramLearn more about Windrift Real Estate, LLCListen to the Previous Episode with Phil: Ep119 - Living in an Expensive Market and Investing out of State + Quickly Building a Personally Owned Portfolio of 70+ Units via Spotify or AppleAre 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
What happens when a firefighter working 24-hour shifts decides to build a future through real estate? Thomas St. John, founder of North Corp Capital, who also worked part of his career as a mailman, shares hear how he went from serving his community to building a successful multifamily investment company with over 20 years of experience in the trenches of real estate. Starting with his first duplex back in 2006, Thomas steadily scaled his portfolio and eventually created a vertically integrated operation complete with in-house property management. Today, through North Corp Capital, Thomas specializes in multifamily investing, asset syndication, and helping investors grow wealth through strategic, risk-conscious real estate opportunities. We dive into the lessons he's learned about leverage, scaling responsibly, managing risk, and building strong investor relationships over the long haul. If you're interested in multifamily investing, creating financial freedom outside of a traditional career, or learning what it really takes to scale a real estate business sustainably, this episode is packed with practical insights and real-world experience.SUBSCRIBE IF YOU'RE LOOKING TO BUILD WEALTH THROUGH OPPORTUNITIES IN THE REAL ESTATE INDUSTRY ✅ http://relfreedom.tv GET STARTED INVESTING TODAY AND ACCESS OUR DEAL LIST!
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses what he sees in the consulting world's version of 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 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion. David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world's largest alternative asset managers and how private capital is reshaping the global economy. The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing. Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo. Resources: Follow David Haber on X: https://x.com/dhaber Learn more about Apollo Global Management: https://www.apollo.com Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Axel once again sits down with Phil MacArthur — a Boston-based real estate broker and multifamily investor who has quietly bootstrapped a 125-unit portfolio across some of the most remote, tertiary markets in New Hampshire. Phil's story is a refreshingly honest account of what it actually looks like to build a portfolio the hard way: no outside capital, no institutional backing, just hustle, grinding commissions from Boston condo sales, and reinvesting every dollar back into the next deal.He also shares the management chaos he experienced, contractor war stories, and the key hires that finally allowed him to step back and operate at scale.This episode is essential listening for any investor who wants a real, unfiltered look at what bootstrapping a 100+ unit portfolio actually costs you — in time, stress, and opportunity — and what you'd do differently if you were starting over today.Join us as we dive into:Why Lake Sunapee and Farmington, NH — not Manchester or the Seacoast — were Phil's first markets, and how affordability and personal connection drove the decisionThe reality of self-managing 25+ units across remote New Hampshire while running a full-time brokerage in Boston — and why Phil calls it one of his biggest regretsHow Phil found his generalist property manager through his own tenant network, and why she became the "cork in the bow of the boat" for his portfolioWhy Phil recommends new investors finance renovations rather than self-fund them — and how selling Boston condos to fund New Hampshire renos slowed his growthThe hyperlocal bank strategy: why Phil targeted lenders that already held the existing debt on properties he was buying — and how that unlocked financing others couldn't getWhy New Hampshire has been largely insulated from the distress hitting other markets — flat expenses, stable insurance, and strong meds-and-eds demand drivers from BostonPhil's current buy box: Class B buildings purchased below replacement cost, separate utilities, light cosmetic value add — and why he's deliberately stepping back from heavy renovation workThe 90% tenant retention rate Phil has achieved — and why rapid maintenance response is the single biggest driver of whether a tenant stays or leavesConnect with Phil:Connect with him on LinkedinFollow Brady Capital on InstagramLearn more about Windrift Real Estate, LLCListen to the Previous Episode with Phil:Ep119 - Living in an Expensive Market and Investing out of State + Quickly Building a Personally Owned Portfolio of 70+ Units via Spotify or AppleAre 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 episode of Real Estate Investing Rocks, Angel is joined by Jason Yarusi, a multifamily investor with over 2,000 units under management, to break down the fundamentals of asset management. They explore how investors can protect and grow their real estate investments by properly overseeing property performance, working effectively with property management teams, and executing strong business plans from acquisition through disposition. This conversation is packed with practical insights for new, stuck, and experienced investors looking to scale smarter.Topics CoveredUnderstanding the role of asset management versus property managementHow to evaluate and choose the right property management companyKey questions to ask before hiring a management teamThe importance of inspections, budgeting, and due diligenceWeekly and ongoing performance tracking for multifamily assetsStrategies to increase net operating incomeRent increases and tenant retention strategiesCreative ways to add income through fees and contractsExpense reduction and utility savings strategiesImportance of underwriting validation during acquisitionTakeover and repositioning planning after closingCoordination between legal, lending, and operations teamsQuotesDid you know that 90 percent of the world's millionaires invest in real estate?Asset management is the oversight of the property from acquisition to disposition. It is about monitoring performance and making sure the plan is executed properly.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies. Anita Karppi, Senior Director - Buy-side, Market Practice & Regulatory Policy, ICMA was joined this episode by industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, and Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses Memorial Day (in the US) and offers a call to remember.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
In this episode, David and Steve sit down with Carmen Almos, Founder & CEO of Ashburton Hospitality, for a powerful conversation about resilience, entrepreneurship, and the evolving world of hotel ownership and asset management.Carmen shares her remarkable journey—from growing up in South Africa and moving to Tennessee as a teenager, to discovering her passion for hospitality through her family's motel business. She opens up about lessons learned from navigating cultural transitions, surviving the 2008 financial crisis, and finding her way from finance and law aspirations into hotel ownership and asset management.The conversation dives into:What hotel asset managers actually do—and why ownership is one of hospitality's most influential seatsWhy should hotels use creative strategies to drive revenue and improve guest experiences? The growing tension between hotel owners, operators, and brandsHow AI's impact on hotel operations and the future of hospitalityPlus, Carmen shares stories about her family's American dream, her father's motel turnaround strategy, and why she believes self-advocacy is essential for success.Watch the FULL EPISODE on YouTube: https://youtu.be/iDOFWvqSQvYLinks:Carmen on LinkedIn: https://www.linkedin.com/in/carmen-a-581b02183/Ashburton Hospitality: https://www.ashburtonhospitality.com/For full show notes head to: https://themodernhotelier.com/episode/279Follow on LinkedIn: https://www.linkedin.com/company/the-..Join the conversation on today's episode on The Modern Hotelier LinkedIn pageConnect with Steve and David:Steve: https://www.linkedin.com/in/%F0%9F%8E...David: https://www.linkedin.com/in/david-mil.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the why he tries to give back, using a lesson from Volvo.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.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 ongoing conflict in Iran has led to bond yields and interest rates going up all over the world, and it's prompted concerns among experts. This will impact Kiwis as well, as many KiwiSaver portfolios have taken a hit as a result. Milford Asset Management's Jeremy Hutton explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
Relebogile Mabotja speaks to Trevino Ramsamy who is the Deputy Head of Institutional Distribution at STANLIB Asset Management about growing, protecting and building wealth during unpredictable economic times. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
In this episode, Axel sits down with Pat Brady — founder of Brady Capital Advisors — for a sharp conversation on the current New England debt market, what makes a great borrower, and where smart capital is flowing in 2026.He brings a uniquely data-rich perspective on where bank spreads are heading, how rent control is reshaping Massachusetts, and why New Hampshire remains the region's most compelling multifamily market.This episode is essential listening for any New England multifamily investor who wants a clear-eyed view of the lending environment and where to focus capital right now.Join us as we dive into:Pat's path from internship at The Claremont Companies to Arbor Commercial Mortgage to boutique brokerage to founding Brady Capital AdvisorsThe value proposition of a mortgage broker for both mom-and-pop operators and sophisticated institutional sponsors — and why it's different for eachWhy lenders perform better when a mortgage broker is involved; more incentive to compete, more willingness to problem-solve, and better negotiating leverage for the borrowerThe 2026 rate reset wave: borrowers locked in at low-3% fixed rates in 2021 are now facing balloon payments and refinances and what the current market looks like for themWhat separates a great borrower from a difficult one: transparency, clean books, and emotional stabilityHow Pat's team is using Claude to eliminate data entry and free up originators to focus on revenue-generating work with strict guardrails around proprietary borrower dataThe Massachusetts rent control breakdown: 60% of investors pencils down, 20% waiting for a smoking deal, 20% calling it a generational opportunityWhy New Hampshire is everyone's market right now and how capital migrating out of Mass is creating ripple effects across the regionConnect with Pat:Connect with him on LinkedinFollow Brady Capital on InstagramLearn more about Brady Capital AdvisorsListen to the Previous Episodes with Pat:Ep231 - Dissecting Current Debt Environment, Working w/ Local/Regional Banks, and How To Be A Great BorrowerAre 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
702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.
Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What's supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the one thing to improve how stakeholders view service management.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
The BNZ-BusinessNZ Performance of Services Index (PSI) rose 2.7 points to 48.9, up from 46.2 in March. A reading below 50 indicates the sector - which accounts for nearly three-quarters of the economy - is contracting. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
What does it take to drive true transition in a complex financial world? In this episode host Lina Apsheva sits down with Anette Andersson, Senior Sustainability Investment Specialist at SEB Asset Management, to unpack the defining highlights from the unit's 2025 annual sustainability review. They make sense of complex EU frameworks and discuss how active ownership influences global corporations. Read more about SEB Asset Management (sebgroup.com)
Asset Champion Podcast | Physical Asset Performance, Criticality, Reliability and Uptime
Jason Callis, CFM, SFP, LSSGB is Executive Director, Facility Operations & Asset Management at Aramark Destinations where he is accountable for operational strategy leveraging his years of experience in global workplace, facilities, and infrastructure. Mike Petrusky asks Jason his current perspectives on how managing the built environment requires adaptability and resilience to navigate ongoing operational challenges while striving to improve the spaces where people work and visit. They discuss how AI offers significant speed-to-market opportunities for facility managers, enabling more efficient data analysis and improved business outcomes. Jason shares how Lean Six Sigma principles focus on efficiency and quality in maintenance and operations by minimizing rework and ensuring "one-touch" processes that maximize productivity of skilled tradespeople. Deferred maintenance and supply chain disruptions from recent years may have shortened asset life cycles, requiring closer attention to product quality and capital planning, so Mike and Jason offer practical advice and the inspiration you need to be an Asset Champion in your organization! Connect with Jason on LinkedIn: https://www.linkedin.com/in/jason-e-callis-cfm-sfp-lssgb-63443830/ Learn more about Aramark Destinations: https://thenationsvacation.com/ Listen to Mike's favorite Synthwave Mix on Spotify: https://open.spotify.com/playlist/37i9dQZF1DX8V4BE7YIpvE?si=OwdlaaZJQDSs7ECi43fJyg 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
We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers both opportunity and challenges, however, and in this conversation Yie-Hsin talks about the global savings gap and the evolution of Asset Management. She addresses the place of the historic 60/40 allocations in a world where bonds may not deliver, and inflation is stubborn. She reflects on the turbulence in private markets, the emerging market debt and equity opportunities and why tokenisation is becoming an increasingly potent force.In January 2026, State Street launched its own Digital Asset Platform, which includes wallet management, custodial, and cash capabilities to support tokenized asset development. The Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the axiom of garbage-in-garbage-out and how it applies to technology initiatives.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas. Ram Rasaratnam, CIO for Quant Equity Strategies at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer, AXA IM Core, that AI and machine learning are revolutionising how researchers improve the models that support the firm's analysis of a potential investee stock's valuation, quality and future earnings trajectory.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.
Donald Trump is set to travel to China this week to meet with President Xi Jinping. The US president will arrive with tech leaders, including Elon Musk and Tim Cook, in order to discuss trade, technology, and the ongoing conflict in the Middle East. Milford Asset Management expert Jeremy Hutton explains what this could mean for the market. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this solo episode, Axel dives into one of the most misunderstood and emotionally charged moments in any real estate transaction — the re-trade. He breaks down exactly what re-trading is, when it makes sense to do it, when it doesn't, and how to actually communicate a concession request in a way that protects both the deal and your long-term reputation in the market.He also shares real examples from Aligned's own deal history — including times they deliberately chose not to re-trade in order to protect relationships that eventually produced multiple future deals.This episode is essential listening for any active buyer working through due diligence who wants a clear, practical framework for making one of the trickiest calls in real estate — and making it the right way.Join us as we dive into:A clear definition of what re-trading is and the most common triggering events: physical due diligence findings, financial due diligence discrepancies, environmental issues, and rate movement during financingWhy the decision to re-trade is always a tradeoff between the financial cost of a finding and the reputational capital you spend by making the requestHow the calculus changes when you're buying with investor capital versus your own — and why being a fiduciary shifts the decision frameworkThe decision flowchart: is the finding terminal to the deal, or does it just have a quantifiable cost?Why environmental findings and major unpermitted work are among the few things that can actually kill a deal — and why even those are sometimes better handled by walking away than re-tradingThe real cost of re-trading small items — crappy water heaters, minor CapEx — on a million-dollar deal, and why protecting the relationship is often worth more than the creditThe philosophy behind absorbing manageable risk to maintain goodwill: "just because you extracted max value on that deal, if it prevents your ability to do the second — you probably lost"How to communicate a re-trade request: lead with data not emotion, use objective third-party findings and contractor quotes, and frame it as a partnership solution not an adversarial demandWhy giving sellers multiple options — price reduction, seller credit, pre-closing work, creative solutions — goes a long way in keeping the deal collaborativeThe importance of timing: why raising concerns early in the DD process is far better than waiting until the 11th hour, and how to set soft expectations before making the formal requestAre 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
Send us Fan MailDevin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from even bigger losses. You can find the Institutional Sales Playbook to get an MBA in institutional sales in less than 2 hoursWant more of Internal Use Only? Subscribe to our newsletter for show updates and more.Support the show
In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Sam Rahman, Portfolio Manager and Senior Equity Analyst at Hedgeye Asset Management. They discussed the momentum behind AI Capex, datacenters, the SAAS business model and the upcoming SpaceX IPO. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Matt LueckShow Editing and Production: Matt LueckDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the importance of ownership.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Oil prices have jumped more than three percent on the back of another snag in negotiations between the US and Iran. Donald Trump has taken to social media to call Iran's response to a US 14-point memorandum 'totally unacceptable'. Brent crude is now trading at more than 104 US dollars a barrel. Harbour Asset Management's Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.
In this deal segment episode, Axel sits back down with Justin Dragone — Acquisitions Manager at Aligned Real Estate Partners — to break down Justin's very first personal real estate deal: a 3-unit property on the west side of Manchester, New Hampshire that he sourced via cold call, closed at a $50,000 discount to market, and recently refinanced to pull out equity and roll into his next deal.This episode is a must-listen for any newer investor who's overthinking their first deal — and needs a real-world example of what a solid, sensible, non-flashy first deal actually looks like.Join us as we dive into:How Justin bought the property for $500,000 — roughly $50,000 below what it would have fetched listed with a broker in late 2023Why Justin used conventional local bank financing at 75% LTV — and why that was the right call for a first dealHow all three units turned over within the first couple of months post-closing — and why having a solid management company made that a manageable situationThe unexpected CapEx items that came up: knob-and-tube wiring in the basement, an aging oil tank that needed replacement, and the lesson that units always cost more to turn than they lookWhy Justin hired a property manager from day one on a three-unit — and the philosophy behind valuing his time as an acquirer over saving a management feeWhy the refinance process was far simpler than expected — especially with a local bank that already knew the propertyWhy young investors shouldn't assume age is a barrier to getting a commercial loan — and why local banks underwrite the deal first, not the borrowerConnect with Justin Dragone:Follow him on InstagramEmail him through: acquisitions@alignedrep.comAre 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
Santiago de la Torriente, institutional sales de Bellevue Asset Management, analiza las Smalls Caps europeas, que vuelven al foco del mercado. Además, como está el mercado en Europa. “Ha vuelto la divergencia del BCE entre crecimiento e inflación”, afirma el invitado. Tal como nos cuenta, “hay que estar atentos a las siguientes semanas, porque de cara a la próxima reunión de junio puede haber una posible subida”. ¿Cómo lo está haciendo el sector de la energía? Para él, “es muy importante que la OPEP haya incrementado el aumento de la producción”. Esto es así para el experto “no tanto por el tema del precio sino por su seguridad de suministro”. ¿Dónde ven la empresa más valor dentro de las Smalls Caps europeas? “Desde el año pasado estamos más centrados en la parte de revitalización de Europa”, nos confirma el institutional sales de Bellevue Asset Management. Para él, estas empresas se tendrían que beneficiar más en concreto de “toda la parte de gasto, de infraestructuras, defensa…”. El experto va más allá y nos explica que “este segmento a día de hoy la ven que tienen un potencial muy importante”. ¿Qué factores influyen en esto? El entrevistado explica que esto es así “por todas las inversiones que van a llegar”. ¿Dentro de todos estos valores dónde hay que poner el foco? “Siendo un poco más selectivos y yendo más a lo fundamental, la parte de Salud ha estado fuera del foco de los inversores y tenemos valoraciones muy atractivas”, nos cuenta Santiago de la Torriente. ¿Dentro de España donde está el valor? El invitado señala que aquí “destacan pequeñas compañías familiares como Bankinter o Puig, donde hay valoraciones y potenciales muy positivos”. A la pregunta sobre qué catalizadores pueden impulsar a estas compañías, el experto explica que una de las claves es “la recuperación de los PMIs”.
Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers.We are joined by Yann Magnan, the Co-Founder and CEO of 73 Strings, to discuss how valuation work and portfolio monitoring is moving from manual to automated and why that's so important for the industry. 73 Strings has leveraged AI and automation to more seamlessly and cost-effectively extract data, monitor portfolios, and streamline middle-office processes for valuations. 73 Strings works with a number of the industry's top alternative asset managers and has received investment from Blackstone, Growth Equity at Goldman Sachs Alternatives, Hamilton Lane, Golub, Fidelity International Strategic Ventures, and Broadhaven Ventures, amongst others.Yann has brought his experience as a senior member of the Duff & Phelps team, where he was EMEA Market Leader and member of the Global Operating Committee and as a Partner at EY's Transaction Advisory Services to help bring valuation and portfolio monitoring solutions into the mainstream.Yann and I had a fascinating conversation about how technology innovation and AI are impacting private markets and perspectives on valuation work today. We discussed:The challenges with manual valuation services businesses.How to create uniformity and standardization with private markets fund performance data.How AI is changing private markets post-investment reporting processes.Does automation in private markets help big funds or small funds more?The evolution of post-investment private markets market structure.The biggest technology innovation still missing from private markets.Why the growth of the wealth channel and evergreen funds increases the need for more streamlined reporting and valuation solutions.Thanks Yann for coming on the show to share your expertise, insights, and passion about private markets.Show Notes00:00 AI Since Day One01:06 A Message from our Sponsor, Ultimus02:02 Introduction to Yann Magnan04:11 From Manual To Automated04:44 Excel Google Email04:58 Cloud And Early AI05:07 Governed Auditable Process05:30 Founding 73 Strings05:36 Two Valuation Platforms05:55 Scaling With Alts Growth06:28 Evergreen Acceleration06:54 Retail Investor Expectations07:09 Transactions Need Fresh NAVs07:44 Valuations For Transactions08:14 Continuation Vehicles Context08:42 Reporting To Trading Shift09:07 Illiquid Vs Liquid Compare09:18 Mimicking Public Markets09:43 Valuation Philosophy Changes10:27 Back Office To Front Office11:25 New Stakeholders To Balance11:59 Why Private Must Feel Public12:20 Transparency And Liquidity13:18 Is Liquidity Good15:11 Evergreen Process Differences16:09 Higher Frequency Requirements18:00 Tech Leverage Points18:53 People Plus Technology19:44 Portfolio Data As DNA21:02 No Single Valuation Standard21:47 Consistency Over Time22:20 Human In The Loop22:42 Art And Science Framework24:03 No One Best Method24:55 Wealth Channel Education25:30 What LPs Should Ask26:46 What Top GPs Want27:38 Global Tech Adoption28:49 Fundraising Drives Ops30:23 AI Data Extraction Story31:48 Standardizing Data Labels32:21 Data Model Requirements32:52 Is Data A Moat33:14 Turning Data Into Insights33:54 Scale Versus Specialization35:04 Tech Helps Small Managers36:21 AI Impact On All Funds36:44 Starting Before GenAI Boom37:42 ML And NLP Foundations38:40 Agents Accelerate Valuations39:26 Overnight Valuation Refresh39:57 More Frequent Valuations40:10 Limits Of Daily Data41:03 Explainability And Trust41:42 Next Market Structure Shift42:09 Digital GP LP Data Sharing43:12 Interconnection Needs Trust43:46 Closing ThanksA 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.
The CEO of Shell joins CNBC for his first interview after earnings. How higher oil prices are boosting profits. Then breaking this hour, CNBC reporting the CEO of Boeing is set to join President Trump on a trip to China next week. And Marathon Asset Management CEO Bruce Richards, still seeing inflows and demand in private credit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses the power of small improvements adding up over time.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Here's what you'll learn: Why crude markets may be too complacent: Which forward prices may not be reflecting tightening fundamentals What inventory data is signaling: The counter-seasonal draws and record exports reducing supply What's happening with reserves: The Strategic Petroleum Reserve is trending toward historically low levels What's driving volatility: Continued geopolitical happenings and flows through the Strait of Hormuz What's supporting demand: How AI and electrification are accelerating power needs How it all effects investors: The improving fundamentals that may be supporting energy equities Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.
In another in-person episode, Axel sits down with Justin Dragone — Acquisitions Manager at Aligned Real Estate Partners — for a deep, behind-the-curtain look at how Aligned actually finds deals. Justin brings a unique perspective on the operator side and spending the last three years building and running Aligned's direct-to-seller acquisitions engine.The conversation covers the full acquisition process from first touch to signed contract. Justin and Axel also share their honest take on how the direct-to-seller landscape is evolving in 2026 — more competition, harder to reach people, and why hyper-local credibility is the last remaining moat.This episode is essential listening for any investor who wants to build a real deal-finding machine — not just send some mail and hope — and understand what professional, high-volume, direct-to-seller acquisitions actually looks like day to day.Join us as we dive into:Justin's journey from putting out open house signs as a high schooler to running acquisitions for a multifamily investment firmThe five-point outreach sequence Aligned uses to reach every seller: cold call, voicemail, text, email, and direct mailWhy Aligned sends direct mail quarterly and calls back every two to three months — and why more frequent contact often backfiresWhy Aligned skips asking sellers for expense schedules — and why you should know your market well enough not to need themHow Justin presents offers over the phone, always tries to get a counter, and sends a real purchase and sale agreement the same dayThe seller motivation signals Justin listens for on every call: willingness to talk, volunteering information, age and retirement plans, and dissolving partnershipsHow to educate an over-priced seller using inarguable, factual data — not opinions — to bridge the gap between their expectations and market realityThe 72-unit Barrington deal that took five years of follow-up from first mail piece to signed contract — and why that timeline is normal for large dealsHow Aligned stays omnipresent with sellers through a monthly acquisitions newsletter sent to every broker, seller, lender, and vendor in their marketWhy the direct-to-seller landscape is getting harder — more competition, lower answer rates, more spam — and why hyper-local credibility is the last remaining edgeConnect with Justin Dragone:Follow him on InstagramEmail him through: acquisitions@alignedrep.comAre 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
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.Hartley Rogers is a pioneer in private markets. He is the Executive Co-Chairman of Hamilton Lane, where he plays a significant role in investing and client relationship activities, as well as in strategic and organizational development. He is a Member of the Investment Committees and is the Chairman of the Board of Directors. Prior to joining Hamilton Lane in 2003, Hartley was a Managing Director in the private equity fund management areas at Morgan Stanley and at Credit Suisse. He started his career on Wall Street in 1981.This was a thoroughly fascinating conversation. Hartley's wealth of knowledge made for a nuanced discussion that married the evolution of the business of asset management with why and how product structure innovation has unfolded as it has in private markets. We also dove into an area that is Hartley's passion: venture and the innovation economy.We covered:Hamilton Lane's evolution scaling from 50 people in a single office to 800 people across 22 offices.The transformation from investment consulting into a solutions provider and asset manager for investors.The importance of data, tools, access, and portfolio construction to manage the increasing complexity of private markets.How will the wealth channel invest in private markets?The misconceptions of evergreens being “ATMs.”What is the “special sauce” in constructing an evergreen portfolio?How secondaries can help feed the evergreen fund engine.What defines a manager's edge.What private markets strategies excite Hartley.I'm really excited to share this conversation with you all, as it's equal parts invigorating and informative.Thanks Hartley for sharing your wisdom, expertise, and passion about private markets.Show Notes00:00 Hamilton Lane -Then and Now03:55 Hartley's Origin Story04:39 Hamilton Lane's Consulting Roots04:57 From Consulting to OCIO Partner05:15 Scaling Changed the Job06:53 Why Clients Still Need Help07:15 Trillions in Private Markets07:44 Mega-Managers and Complements08:56 Finding Smaller Manager Alpha09:20 Middle Market Opportunity09:47 Why Companies Stay Private10:56 Churn and New Entrants11:17 GP Skillset Has Expanded11:51 From Leverage to Operations12:02 Data Transforms Underwriting12:43 Hamilton Lane Data Advantage13:33 Secondaries and Evergreen Rise14:04 Evergreen Design and Liquidity14:40 Why The Wealth Channel Prefers Evergreens15:41 Evergreen Diversification Needs16:47 Allocating Core vs Satellite18:44 Evergreens Evolve Like ETFs34:27 ClosingA 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.Hamilton Lane Disclaimer: The views expressed herein are those of the speaker as of the date of recording and are subject to change. This content is for informational and educational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security or investment product.
Service Management Leadership Podcast with Jeffrey Tefertiller
In this episode, Jeffrey discusses how many organizations are focused on solving ... yesterday's problems.Email Jeffrey with any questions or feedback (jtefertiller@servicemanagement.us)Each week, Jeffrey will be sharing his knowledge on Service Delivery (Mondays) and Service Management (Thursdays). Jeffrey is the founder of Service Management Leadership, an IT consulting firm specializing in Service Management, Asset Management, CIO Advisory, and Business Continuity services. The firm's website is www.servicemanagement.us. Jeffrey has been in the industry for 30 years and brings a practical perspective to the discussions. He is an accomplished author with seven acclaimed books in the subject area and a popular YouTube channel with approximately 1,800 videos on various topics. Also, please follow the Service Management Leadership LinkedIn page.
Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the nuances of the numbers to discuss valuations, underwriting, and the state of private markets.We sat down with Brian Garfield, Managing Director and Global Head of the Portfolio Valuations practice within Lincoln International's Valuations and Opinions Group.Brian provides valuation and transaction opinion services to public and private alternative asset managers. He leads a team of over 225 professionals, providing strategic oversight for the Global Portfolio Valuation practice which includes both our Portfolio Valuation and Asset Backed Finance teams situated across North America, EMEA and APAC. Brian's team also produces the Lincoln Private Market Index, Lincoln Senior Debt Index, and Lincoln Default Index. Brian and his team specialize in estimating the fair value for an array of financial instruments, including direct investments in senior, unitranche and subordinated loans, as well as preferred equity, common equity, option and warrants. His expertise also includes valuing secondary fund interests, co-investments, and GP stakes.Prior to joining Lincoln, Brian spent more than six years at Duff & Phelps, LLC, where he advised a wide range of alternative asset managers.Brian and I had a fascinating conversation about the current state of valuations and underwriting in private markets. We discussed:How is AI impacting SaaS company valuations?Taking stock of the current fundamentals of private companies.Is the “iceberg of deals” melting?How indices and benchmarks are bringing a “deeper level of transparency than price” to a market.How is continuation vehicle activity impacting private markets?How has the growth of evergreen funds impacted the world of valuations?Thanks Brian for sharing your expertise, insights, and passion about private markets and valuations.Show Notes00:00 AI Hype Reality Check01:01 A Message From Our Sponsor, Ultimus01:57 Introducing Brian Garfield04:12 Art Versus Science in Valuations04:55 Tech Automation Transparency06:07 Valuation For New Investors07:35 Entry Price Anchor08:51 From Entry To Exit10:06 Cycles And The Public Versus Private Gap10:45 Lincoln Private Market Index11:55 AI And Software Bifurcation16:36 Private Market Health Signals17:49 2021 Vintage Leverage Trap19:47 Exit Logjam Continuation Vehicles21:06 Winners Path To Exits22:37 Deal Flow Thawing23:33 Capital Shifts and Yields25:56 Underwriting Discipline Today28:52 AI Winners and Specialists30:38 Energy Shock and Valuations35:11 Public Private Convergence36:17 Indexes and Transparency38:03 Evergreen Cadence Shift41:26 Standardization and Data Tech43:09 AI Querying and Backtesting46:42 Wrap UpA 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.
Owning real estate is one thing managing it effectively is what drives real returns. In this episode of Keeping It Real Estate, Dan Brisse breaks down Asset Management 101 and what investors should be tracking on a weekly basis to maximize performance. From leasing data and marketing sources to key financial metrics and KPIs, he explains how to stay on top of your property and make data-driven decisions. Dan also dives into the importance of economic occupancy, rent tracking, and understanding your competition, along with how strong leadership can make or break a property's success. He shares practical insights on working with property management teams, identifying red flags early, and keeping your asset on track. If you want to understand what actually happens behind the scenes of a successful multifamily investment, this episode lays out the fundamentals clearly. Learn more about Granite Towers Equity Group: www.granitetowersequitygroup.com/contact-us
U.S. spot bitcoin ETFs cross $102B in net assets. On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Andy Baehr, Managing Director of Asset Management at GSR, to break down the firm's first-ever ETF, the GSR Crypto Core3, that gives investors actively managed exposure to Bitcoin, Ethereum, and Solana with weekly rebalancing and staking rewards. Nick van Eck, CEO and Co-Founder of Agora, unpacks why major US banking groups are pushing to slow down implementation of the Genius Act, and what Agora's National Trust Bank Charter filing with the OCC means for the future of stablecoin issuance. Plus, 21Shares Chief Investment Strategist Adrian Fritz joins to dig into the staggering ETF flows, with spot Bitcoin ETFs crossing $102 billion in net assets and Ethereum ETFs seeing the longest-ever inflow streak. Fritz weighs in on the five catalysts that could push BTC above $80,000 and why Hyperliquid stands out as altcoin season fades. - Timecodes: 00:00 Welcome to Public Keys 00:28 Bitcoin Eyes $80K, MSTR Adds 3,273 BTC 01:20 Kelp DAO Exploit Triggers $13B DeFi Wipeout 01:47 The Week Ahead: FOMC and Big Tech Earnings 02:10 Andy Baehr of GSR on BESO Core3 ETF 04:48 Morgan Stanley, Goldman Sachs and the Institutional ETF Wave 08:27 What's Next on GSR's ETF Roadmap 11:19 Nick van Eck on US Banks Delaying Genius Act Implementation 14:26 Why Agora Filed for OCC National Trust Bank Charter 19:01 Spot Bitcoin ETFs Cross $102B in Net Assets 19:54 Ethereum ETFs Hit Longest-Ever 10-Day Inflow Streak 22:01 Adrian Fritz of 21Shares on What ETF Flows Are Signaling 24:40 Five Catalysts That Could Push Bitcoin Above $80K 27:38 Macro Outlook: FOMC, PCE Data and Oil 29:00 Hyperliquid Stands Out as Altcoin Season Fades 31:04 Crypto Fear and Greed Index Climbs to 47 - This episode was hosted by Jennifer Sanasie.
Axel sits down with Ryan Corcoran of Specialized Property Group for a new segment on the show. Ryan walks through a property he picked up for $1.325 million through an off-market agent relationship, with a simple business plan of renovating vacant units, pushing rents, and refinancing to hold long-term. What unfolded was a masterclass in staying opportunistic: an adjacent lot that the seller dismissed as worthless was taken through the zoning board, permitted for a three-unit development, and sold off for $250,000 — turning an already solid deal into an exceptional one. The episode doesn't just celebrate the wins. Ryan is candid about what went sideways — vacant units that sat for six months, the tension between maximizing rent rolls for a refinance versus filling units quickly, and a costly prepayment penalty that caught the team off guard when they pivoted from a hold to a sale. These are the kinds of real-world friction points that rarely make it into a highlight reel, and they're exactly what makes this episode worth listening to.Join us as we dive into:The adjacent lot play that nobody valued: how Ryan took an "unbuildable" lot through the zoning board, secured multiple variances, and sold it for $250,000 — a return entirely outside the original underwritingWhy three units sat vacant for six months despite a strong location near UMass Medical Center — and the hard lesson about rent-setting strategy when your goal is a refinance versus long-term holdThe sell vs. hold decision: why a $1.6M basis with a $2M exit made more sense than grinding for $20–30K per year in cash flow — and what that says about capital recycling and return on equityThe prepayment penalty trap: how a conventional commercial loan locked the team into a six-figure exit cost they hadn't fully accounted for — and how to negotiate 1-1-1 or step-down structures upfrontWhy having a licensed real estate agent as a partner (or spouse) is one of the biggest structural advantages in a transactional investing business — and how Ryan's team saved six figures in commissions last year aloneThe value creation hiding in oversized lots: why dedicating resources to subdivision and entitlement work on large parcels is one of the highest-leverage moves available to active investors todayConnect with Ryan:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Specialized Property GroupAre 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 episode, Axel sits down once again with Ryan Corcoran of Specialized Property Group — a New England investor doing 60 to 80 deals per year across Massachusetts, Rhode Island, and New Hampshire through a relentless focus on direct-to-seller marketing. Ryan started out building a multifamily portfolio the traditional way, but pivoted to a high-volume transactional model when rates rose in 2022 — and hasn't looked back since.The conversation is one of the most tactical deep dives into off-market deal sourcing the podcast has ever featured. Ryan breaks down exactly how he builds motivated seller lists from public court records, why handwritten white letters outperform polished postcards, and how his team uses a CRM to automate follow-up for years at a time. This is a must-listen for any investor who wants to go direct to seller, build a sustainable deal-finding machine, and understand what it actually takes to operate at volume in today's market.Join us as we dive into:The evolution of SPG from a buy-and-hold multifamily portfolio to a 60–80 deal per year transactional operationThe three pillars of real estate investing — acquisitions, financing, and operations; and why finding the deal is the engine that drives everything elseWhy triggering-event lists (evictions, probate, divorce) require fewer touches than generic absentee owner lists — and how to find sellers who are already ready to moveThe anatomy of a winning direct mail piece: white letters, handwritten envelopes, first-name personalization, and a local, approachable toneHow to think about the Massachusetts market: why central Mass and New Hampshire behave similarly, while Greater Boston is a completely different ball gameRyan's honest take on multifamily in the current rate environment and why he's not advocating buy-and-hold at today's prices unless the deal is exceptionalWhy flipping and wholesaling at current rates may generate more wealth faster than traditional BRRRR strategiesPrevious Episodes:Ep239 - Direct-to-seller marketing for multifamily deals..Ep159 - Using direct mail to buy hundreds of units..Connect with Ryan:Follow him on InstagramConnect with him on LinkedinSubscribe to our YouTube channelLearn more about Specialized Property GroupAre 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 debut episode of the podcast's new deal breakdown segment, Axel sits down with Sean LeBlanc of Mammoth Properties to dissect one of the most compelling deals they've done together — a 23-unit, three-property portfolio in New Hampshire that returned nearly all investor capital within 14 months, while still leaving two cash-flowing buildings on the books with solid long-term debt.Sean walks through the full lifecycle of the deal: how it was sourced off-market through a residential agent, how the joint venture was structured, the rough value-add conditions they inherited, what went better than expected (rents in Manchester), what went worse (the Farmington property), and how the decision to sell one building early unlocked a home run outcome for all investors involved.This episode is a masterclass in deal flexibility, portfolio loan structuring, and why scattered-site portfolios remain one of the last great opportunities to buy at a real discount in today's market.Join us as we dive into:How a 23-unit, three-property portfolio in New Hampshire was sourced entirely off-market through a residential agent relationshipHow Axel and Sean structured a simple joint venture to take down a deal that was at the ceiling of Sean's deal size at the timeThe value-add playbook: tackle vacant units first, assess inherited tenants for reliability, renovate quickly, and phase in rent increasesHow the Manchester properties outperformed projected rents — underwriting 3-beds at $1,800, achieving $2,100 on fully renovated downtown unitsThe decision to sell the Farmington property after one year: sale price of $1,210,000, net proceeds of $505,337 — nearly recovering the full $555,000 of invested equityHow a subsequent refinance of the remaining two Manchester buildings generated an additional $242,000 in proceeds, bringing total cash returned to $748,000 on $555,000 investedWhy partial release language in a portfolio loan is the single most important thing to negotiate before you closeWhy scattered-site portfolios remain one of the best places to find below-market deals — and why the big institutional buyers largely ignore themConnect with Sean LeBlanc:Follow him on InstagramLearn more about Mammoth PropertiesAre 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
© 2020-2026 Ivy Podcast Discovery LLC
