Podcasts about Assets under management

Sébastien Page explores how great leaders navigate failure, conflict, pressure, and purpose. — YOU'LL LEARN — 1) How agreeableness holds you back 2) How to know whether a goal is still worth pursuing 3) How to make stress work for you Subscribe or visit AwesomeAtYourJob.com/ep1056 for clickable versions of the links below. — ABOUT SÉBASTIEN — Sébastien Page is Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price. He has more than two decades of leadership experience and has done extensive research on positive, sports, and personality psychology. He currently oversees a team of investment professionals actively managing over $500 billion in Assets Under Management. Page has written two finance books: Beyond Diversification: What Every Investor Needs to Know, and the co-authored Factor Investing and Asset Allocation, and he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV, and in 2022 was named a Top Voice in Finance by LinkedIn. He has been quoted extensively in The New York Times, The Wall Street Journal, and Barron's. His latest book, The Psychology of Leadership, is on sale now from Harriman House. Page lives in Maryland with his wife and kids.• Book: The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! • LinkedIn: Sébastien Page• Website: PsychologyofLeadership.net — RESOURCES MENTIONED IN THE SHOW — • Book: Can't Hurt Me: Master Your Mind and Defy the Odds by David Goggins • Book: Never Finished: Unshackle Your Mind and Win the War Within by David Goggins • Book: Open: An Autobiography by Andre Agassi • Book: Quit: The Power of Knowing When to Walk Away by Annie Duke • Book: The Coaching Habit: Say Less, Ask More & Change the Way You Lead Forever by Michael Bungay Stanier • Book: The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen Covey • Past episode: 727: How to Start Something New and See it Through with Michael Bungay Stanier— THANK YOU SPONSORS! — • Strawberry.me. Claim your $50 credit and build momentum in your career with Strawberry.me/AwesomeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a text‘AI will replace us.'No.AI will scale us.AI will free us.AI will sharpen us.To become a high-performing, high-growth real estate business, you embrace it all.→ Automate what slows you down - like messy bank reconciliations → Focus your team on value-add work - like relationship-building. → Use robots to double your AUM - without hiring.In the US, building custom real estate business robots is becoming the norm. In the UK, 99% don't do it.Find out how to double your Assets Under Management without hiring.From Maya the Robot.And Andy Rothery, Head of Europe for Real Foundations / Former Head of Deloitte Real Estate. P.S. Yes, we really had a robot on the pod. And yes, she gave the best answer to the £100k/£1m/£1bn question. Maya the Robot created by https://www.sesame.com/Guest website: http://www.realfoundations.net/Guest LinkedIn: https://www.linkedin.com/in/andy-rothery-a8209818/Host LinkedIn: https://www.linkedin.com/in/annaclareharper/Host website: https://www.greenresi.com/

How a Former Recruiter Built a £266M Financial Planning Business - Vikash's Journey from BD to Chartered AdviserIn this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice.Vikash's story is one of intentional reinvention. After building a strong career in recruitment and business development, he stepped away from the boardroom and into financial planning - starting from scratch, taking a pay cut, and retraining in his early 30s.Now, ten years later, he co-leads Chatsworth Wealth Management, a thriving practice with £266 million in Assets Under Management, serving over 1,000 families.We talk about:What made him walk away from recruitmentWhy recruiters are uniquely skilled for financial planningHow he took over and scaled an existing practiceBuilding client trust and social proof through contentThe future of advice, succession planning, and team cultureThe value of understanding client happiness and purposeIf you're in recruitment and wondering what's next, or you're considering a second career in financial advice, this episode is packed with insight and inspiration.Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.

Shoot us a message, we are here for you and we listen!WARNING: THIS EPISODE WILL PISS OFF THE ENTIRE FINANCIAL INDUSTRYTired of the bullshit? So is Stoy. In this no-holds-barred episode, he rips the mask off the THREE ways financial advisors make their money—and why two of them are probably screwing you over right now.From the dying breed of Assets Under Management (AUM) that quietly drains your portfolio to the commission-based scams that serve advisors, not you—Stoy holds nothing back.If you've ever wondered why your advisor gets nervous when you want to use your own damn money, this is why.Discover the flat fee subscription model revolution that's transforming the industry and why transparency should be non-negotiable with YOUR money.THE INDUSTRY HATES THIS EPISODE. YOUR WALLET WILL THANK YOU.Whether you've got $10K or $10M, you deserve to know exactly what you're paying for. Period.Get real financial advice at nobswealth.com Watch the full episode: https://youtu.be/2NI4DDxfkSELET'S GET REAL.As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Learn more about Vinney Chopra from his book, Apartment Syndication Made Easy. https://www.amazon.com/Apartment-Syndication-Made-Easy-Guide/dp/1099614619

Fineqia International Analyst Matteo Greco joined Steve Darling from Proactive to share insight regarding the company's analysis of global Exchange Traded Products with digital assets as collateral. The findings revealed that Assets Under Management for these products reached a historic $150 billion in November, a more than threefold increase from $49.5 billion at the start of 2024. This growth was bolstered by market optimism surrounding U.S. presidential election results. The company said ETP AUM grew 202.6% year-to-date, far outpacing the broader digital asset market. It rose by 49.2% in November alone, breaking the previous $100.5 billion record set in October. Bitcoin ETPs led the charge, with their AUM jumping 49.6% in November to $124.4 billion, driven by a 37.2% increase in BTC's price, which reached $96,485. The digital asset market surpassed its November 2021 high, reaching a total market capitalization of $3.57 trillion, a 40.7% increase from $2.54 trillion in October. Year-to-date, the market capitalization more than doubled from $1.77 trillion at the end of 2023. For the first time, Ethereum spot ETFs recorded positive cumulative net flows, with November net inflows of $1.1 billion, bringing total net inflows to $573 million since inception. Greco noted that ETPs, including Exchange Traded Funds and Exchange Traded Notes, continue to attract significant investor interest, further cementing their role as a key vehicle for accessing the digital asset market. This growth reflects increasing institutional and retail demand for secure and accessible exposure to cryptocurrencies. Looking ahead to 2025, Greco expressed optimism about the sector's potential, citing supportive market trends and technological adoption. He added that simplified access through financial products like ETPs is helping bridge the gap between traditional and digital finance. #proactiveinvestors #fineqiainternationalinc #cse #fnq #otc #fnqqf #CryptocurrencyMarket #FinancialInnovation #AssetManagement #InstitutionalInvestment #CryptoGrowth #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Wie schafft man es, exklusive Anlageklassen wie Private Equity und Venture Capital für eine breitere Zielgruppe zugänglich zu machen? In dieser Episode spricht Christian Schneider-Sickert, Gründer und CEO von LIQID, über den Aufbau einer digitalen Wealth-Management-Plattform, die das Beste aus der Welt der traditionellen Family Offices und moderner Technologie vereint. Gemeinsam mit dem Fintech Bakery Host und NaroIQ Gründer Chris Püllen diskutiert er, wie LIQID Vertrauen aufbaut, mit etablierten Partnern zusammenarbeitet und warum Transparenz und Kundenzentrierung der Schlüssel zum Erfolg sind.Was du lernst:Wie LIQID exklusive Anlageklassen wie Private Equity und Venture Capital demokratisiertWarum Vertrauen und Partnerschaften entscheidend für den Erfolg im Fintech & Wealth Management sind und wie man diese aufbaut.Wie man digitale Innovation mit traditionellen Werten kombiniert, um Kunden zu gewinnenDie Chancen und Herausforderungen bei der Zusammenarbeit mit etablierten Finanzpartnern und wie man sie meistertWarum langfristige Kundenbeziehungen und Transparenz die Basis für nachhaltigen Erfolg sind und wie man komplexe Produkte verkauftALLES ZU UNICORN BAKERY:https://zez.am/unicornbakery CHRISTIAN SCHNEIDER-SICKERT:LinkedIn: https://www.linkedin.com/in/schneidersickert/ LIQID: https://www.liqid.de/ CHRIS PÜLLEN:LinkedIn: https://www.linkedin.com/in/chrisnaro/ NaroIQ: https://www.naroiq.com/ Join our Founder Tactics Newsletter:2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach:https://www.tactics.unicornbakery.de/ Marker:(00:00:00) Wie LIQID zum digitalen Family Office wurde(00:08:04) Herausforderung in der Endkundenansprache: wechselndes Tech-Image(00:20:55) How to: Vertrauensverhältnis mit Partnern managen/Partnerauswahl(00:33:18) Wie trefft ihr die Entscheidung, ob buy (Lösung einkaufen) oder build (Lösung selbst entwickeln)?(00:46:48) Als Marke Vertrauen beim Endkunden aufbauen(01:04:44) Vertrieb von erklärbedürftigen Produkten Hosted on Acast. See acast.com/privacy for more information.

After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be. Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Apollo Global Management CEO & Co-Founder Marc Rowan discusses increasing assets under management. Rowan speaks with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern.See omnystudio.com/listener for privacy information.

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Every morning starts with my beloved Nespresso, a ritual that has become a metaphor for the quality I strive to maintain in every aspect of my life and business. From my beginnings in the film industry to my current role in real estate investing, I've learned that prioritizing high standards of excellence over rapid expansion can lead to more meaningful successes and loyal clients.Let's discuss the complexities of balancing quality with growth in the business world and the true value of quality before quantity in building a robust and reliable business.Whether it's choosing loyalty to Olive Garden over another Italian restaurant or our unwavering dedication to managing non-performing loans (NPLs) with meticulous care, leading to resolutions three times faster than our competitors, our quality-first approach highlights expertise that only occurs through experience mastery.As CEO and Chief Investment Officer of First Lien Capital, now considering our next level scaling of our operations, we confront the ongoing challenge of upholding our high standards while aiming for profitability. Tune in to hear our journey from managing over $100 million in equity capital to contemplating billion-dollar Assets Under Management, all while standing strong in our intention to maintain excellence in investment management. This episode is a deep dive into valuable lessons of the ongoing effort of balancing quality with profitability, to elevate all our personal and professional endeavors.Unlock elite low risk investment opportunities tailored to your priorities. Let our experts maximize your returns while you focus on what matters most. Join our family of successful investors and create a lasting legacy of financial wealth and community impact together. Start or elevate your portfolio today. Email bill@firstliencapital.com or go to https://www.firstliencapital.com.Stay connected with Bill Bymel and First Lien Capital:Linktree: https://linktr.ee/billbymelTo learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/

 Ready to unlock the secrets of explosive real estate growth? Dive into EP388 where Gary Lipsky reveals how he skyrocketed from $0 to a staggering $215M in Assets Under Management in just 6 years! Discover the game-changing strategies that propelled Gary's success, including his unconventional approach to asset management that's reshaping the industry. You'll learn why focusing on a few key markets can outperform scattered investments and how to build a powerhouse team that drives exponential growth. Plus, Gary shares the one mistake he made early on that could fast-track your own journey to real estate mastery. Don't let this golden opportunity slip through your fingers – tune in now and transform your real estate game forever!  Key Takeaways to Listen ForMarket Focus: Specializing in Phoenix and Tucson helped Gary build expertise and strong relationships, improving deal flow and execution.Asset Management: Gary's business operations background became his "superpower," emphasizing strong asset management for multifamily success.Capital Raising: Starting with $100K from 3 investors, Gary scaled to raising over $38M through consistent education and communication.Strategic Partnerships: Partnering with others allowed Gary to quickly scale from a 42-unit to a 128-unit deal.Investor Relations: Gary's structured communication, including drip campaigns and regular updates, built trust and kept investors engaged.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches. He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing. He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers. Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim MaiConnect with UsTo learn more about partnering with us, visit our website at https://javierhinojo.com/ and www.allstatescapitalgroup.com, or send an email to admin@allstateseg.com. Sign up to get our Free Apartment Due Diligence Checklist Template and Multifamily Calculator by visiting https://javierhinojo.com/free-tools/.To join Javier's Mastermind, go to https://javierhinojo.com/mastermind/ and to apply to his BDB Mastermind, see https://javierhinojo.com/mastermind/#apply_form and answer the form.

Nick Sansone is a Principal at Sansone Group and a Co-Founder of the Ten 8 Project and Blue Rose Foundation. Sansone Group is a nationally recognized real estate firm started by his father, Anthony Sansone Sr. 67 years ago. If you enjoyed this episode please share it with a friend. It helps us out a lot. https://podcasts.apple.com/vg/podcast/real-conversations/id1594231832My Instagram: https://www.instagram.com/jacoboconnor Nick's Instagram: https://www.instagram.com/nickgsansone/ Sansone Group: https://sansonegroup.com/ Ten 8 Project: https://www.ten8project.org/

Today, I'm joined by Elliot Kallen, and we're talking about Entrepreneurial Leadership. Elliot has amassed a wealth of leadership experience over four decades, running several companies he founded. These companies include Prosperity Financial Group, an investment advisory firm with almost $1B in Assets Under Management, and A Brighter Day, a nonprofit organization that provides scholarship funds and mental health resources to teens experiencing stress, depression, and suicidal thoughts. He is also the #1 Amazon Best-Selling Author of DRIVEN: How to Elevate Your Success as an Entrepreneur, which is a book that provides invaluable insights, lessons, and strategies on how to succeed as a leader and entrepreneur. I'm excited to have him on the show to learn more about Entrepreneurial Leadership. Show resources: DRIVEN: How to Elevate Your Success as an Entrepreneur Prosperity Financial Group Meet the Expert with Elliot Kallen® podcast Sponsors: Farrow Skin Care Salty Sailor Coffee Company Leader Connect The Qualified Leadership Series ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Do you need a financial advisor? What value do they provide? At what cost? 00:00 - Intro 00:44 - Do I Go to the Mechanic? 05:13 - How Much Do Financial Advisors Cost?  In today's story Jay shares why sometimes it is a good idea to take your car to the mechanic instead of trying to do it yourself. This relates to the main topic about hiring a financial advisor. The main topic is about advisor fees and when you should hire a financial advisor and when you shouldn't'. Jay reacts to a clip from The Money Guy's video: https://www.youtube.com/watch?v=f0NhPnQ2xW0, Jazz Wealth: https://www.youtube.com/watch?v=shZIXjO2NBQ, and MarketWatch: https://www.marketwatch.com/picks/are-you-still-paying-1-to-your-financial-adviser-heres-what-might-make-a-lot-more-sense-and-save-you-tens-of-thousands-of-dollars-01659470645 Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. We release a new episode every Tuesday! Subscribe if you don't ever want to miss an episode! You can submit a question on our website (hopefilledfinancial.com) or message us on Facebook (@HopeFilledFinancial). Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own. Our Website: HopeFilledFinancial.com Music: "Take Me Higher" by Jahzzar Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.

John Crowell is the founder of Responsive Asset Management and Responsive Capital Ventures.Over the past 5 years, he's turned a real estate side hustle into a full time job and is coming up on $100m in Assets Under Management.Impressive!As a former technology sales leader, we have a lot in common. And I had a blast sitting down with John to dig in to his career, his portfolio, and his perspectives on real estate investing.This conversation covered a ton of ground and John was a high-energy guest with a ton of insight.Be sure to connect with John on LinkedIn: https://www.linkedin.com/in/john-crowell-4246a1106/Enjoy!

Welcome to a raw, uncensored look inside the exhilarating ride of scaling Viking Capital from scrappy upstart to the $1B AUM big leagues. Get ready as we pull back the curtain to reveal the blood, sweat, and tears on the trail to real estate private equity glory. In this episode, join Vikram Raya, CEO and Co-founder of Viking Capital, as he dives deep into the challenges and triumphs encountered on the journey to rapidly growing their Assets Under Management (AUM). Hear firsthand about: The biggest challenges faced during rapid growth and how they were overcome.

Kokkie Kooyman – Director, Denker Capital SAfm Market Update - Podcasts and live stream

This week on The Core Report: Weekend Edition, financial journalist Govindraj Ethiraj talks to A. Balasubramanian, Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. They talk about investment strategies during market volatility, market lessons, asset allocation, risk management, managing mutual fund flows, investment trends in India and much more.About A. BalasubramanianMr. A. Balasubramanian is the CEO of Aditya Birla Sun Life AMC. He has over 3 decades of experience in the mutual fund industry. As CEO, he oversees INR 3 lakh crore in Assets Under Management. He is actively involved in philanthropic work.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

Get ready to be inspired by our next guest on the Austin Real Estate Investing podcast, Ryan Tanel. As the CEO of Top Producer Investment Capital, Ryan brings over eight years of real estate investing experience to the table. With a current portfolio boasting a staggering $30 million in Assets Under Management, encompassing 225 units, and having raised over $2.5 million in capital, Ryan's expertise in the industry is unmatched. Originally hailing from the Dallas area and later making Austin his home during college, Ryan's journey is a testament to hard work and perseverance. From leaving behind a lucrative $290,000 per year job as a loan officer to founding TPIC with zero apartment units owned, Ryan's entrepreneurial spirit knows no bounds. During our conversation, we'll delve into Ryan's strategies for success, from managing short-term staycation hotels to efficiently networking with general partners to find and fund deals. Learn how Ryan grew an $8,000 down payment from his first investment duplex in 2016 into a 1031 exchange on a 12-unit property now valued with $630,000 of equity. And don't miss out on hearing how Ryan managed to close 20 mortgage loans remotely while traveling the world, snowboarding for three months. Don't miss Ryan's invaluable insights and stories of entrepreneurial success. Tune in and elevate your real estate investing journey today. For More Info: https://topproducerinvestmentcapital.com/ https://www.facebook.com/TopProducerInvestmentCapital https://www.linkedin.com/in/ryantanel/ https://www.youtube.com/@TPICRyan https://www.instagram.com/@ryantanelTPIC The Moorhead Team is excited to bring you information about investing in real estate in the Central Texas area! More information can be found at our website at www.themoorheadteam.com and our YouTube page The Moorhead Team. We're always aiming to bring you great free content about investing in real estate in Austin, TX! Instagram: @themoorheadteam  Make sure to sign up for our email list for off market properties and market updates!  

Today, we're embarking on a journey to unlock the first of two crucial numbers every Christian should track to lead a thriving financial life that honors God. Whether you're aiming to be debt-free or dream of being more generous without living like a pauper, this episode is your first step towards realizing those goals. Here's what we're diving into today: Understanding Assets Under Management (AUM): Why is AUM the second most important number for Christians to track? We'll explore how rethinking 'net worth' as 'assets under management' can change your perspective on stewardship and align your financial management with Biblical principles. Practical Steps to Calculate Your AUM: Learn how to quickly and easily calculate your AUM with tools you already have at home. This isn't just about knowing your financial status—it's about managing God's gifts wisely and with purpose. Real-Life Impact of Knowing Your AUM: We'll share personal stories and insights on how understanding and managing our AUM has profoundly affected our financial decisions and spiritual life. Discover how this approach can lead to greater financial peace and a more focused pursuit of God's plan for your resources. Encouragement for Your Financial Journey: Whether your AUM is positive or negative, this number represents a starting point, not a final judgment. We discuss how every financial state presents an opportunity for growth and a deeper understanding of God's provision. Get our FREE AUM worksheet at https://seedtime.com/AUM  

In a world where technology rapidly reshapes the landscape of industries, disruptive innovation stands at the forefront of this transformation. It challenges the status quo, propels economies forward, and redefines what is possible. As we dive into the minds of those who navigate these territories, we gain invaluable insights into the future of finance, investment, and the global economy.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Cathie Wood, CEO and CIO of Ark Invest, to explore the intricacies of disruptive innovation, the significance of technical analysis in investment strategies, and the potential underestimation of GDP growth due to technological advancements. Cathie Wood shares her bullish perspective on Bitcoin and emphasizes the importance of female leadership and coding in the future of finance.Cathie discusses: Her motivation for starting ARK Invest and the unique approach of the firmThe significance of Tesla in the context of artificial intelligence and its competitive advantagesHer perspective on GDP growth expectations and historical technology wavesHer view on Bitcoin as a monetary revolutionThe possibility of introducing more ETFsHer insights on the future of codingHer advice for young women in finance, focusing on knowledge, performance measurement, and staying focused on long-term goalsThe rapid growth and future valuation of disruptive innovation in equity marketsAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Cathie Wood: LinkedIn: Cathie WoodX: Cathie WoodWebsite: ARK InvestConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Cathie Wood registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK's philosophy and investment approach and has ultimate responsibility for investment decisions.Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. 

What does it practically look like to trust God with your money? Bob and Linda Lotich join Jim Daly to discuss a phrase that helps them manage their money - Assets Under Management. Also, John and Greg address the need to practice financial stewardship in your marriage.   Find us online at focusonthefamily.com/parentingpodcast. Or call 1-800-A-FAMILY.   Receive the book Simple Money, Rich Life for your donation of any amount!   Focus on Marriage Assessment   Listen Anytime   Coping With Financial Crisis and Maintaining Your Marriage   Money Tips from God    If you've listened to any of our podcasts, please give us your feedback.

What does it practically look like to trust God with your money? Bob and Linda Lotich join Jim Daly to discuss a phrase that helps them manage their money - Assets Under Management. Also, John and Greg address the need to practice financial stewardship in your marriage.   Find us online at focusonthefamily.com/parentingpodcast. Or call 1-800-A-FAMILY.   Receive the book Simple Money, Rich Life for your donation of any amount!   Focus on Marriage Assessment   Listen Anytime   Coping With Financial Crisis and Maintaining Your Marriage   Money Tips from God    If you've listened to any of our podcasts, please give us your feedback. To support this ministry financially, visit: https://www.oneplace.com/donate/1196/29

Maxwell is the founder of Fulcrum Lending, a direct balance sheet lender for multifamily properties nationwide. His background is in real estate investment and operations across wall street firms, having managed institutional private equity funds of over $1.4B in Assets Under Management and underwritten real estate acquisitions totaling over $10B. He's leveraged this experience to build scalable PropTech platforms and products across real estate verticals. In early 2019 he was recruited to lead the spinout of a technology group within Greystone as the Chief Underwriter, leading all credit analysis, structuring, underwriting and business development. The resulting company was TapCap, a mortgage technology platform solely focused on originating multifamily GSE, bridge and CMBS loans throughout the United States. The company was subsequently sold to Walker & Dunlop (NYSE: WD).

Marketing and branding play pivotal roles in shaping the success of a business. At its core, marketing is the art of connecting with your audience, conveying your unique value proposition, and compelling them to engage with your products or services.Simultaneously, branding goes beyond mere recognition; it encapsulates the essence of your business – its values, mission, and the promise it delivers. A well-crafted brand is a powerful asset, fostering trust and loyalty among consumers. In this episode, our Guest Derek Peterson discusses his entrepreneurial journey, highlighting how he strategically developed his business by building a strong brand through effective marketing strategies.Derek  CEO of Adapt Media Agency, specializes in marketing for Real Estate Syndication and Health Industries. His expertise includes crafting brands and marketing systems for over 800 companies, resulting in over $35 Billion in Assets Under Management in Real Estate Syndication and millions in sales for health and wellness clients.Tune in now!In this episode, we discussed:Tips for starting your capital-raising brandThe power of niching down to grow your businessHow to build a strong brandFinding your ideal client avatarCONNECT WITH DEREK PETERSONDirect: 980-890-6444Website: https://adaptmediaagency.com/ Email: derek@adaptmediaagency.com CONNECT WITH JONATHANTo connect with Jonathan, you can send an email to info@greystonecapgroup.com or schedule a time to chat.To learn more about real estate investment opportunities, join the Greystone Capital Investor Network.Thanks for listening and until next time, keep building wealth in Commercial Real Estate!

In today's episode, we have Maxwell Wu, the visionary founder of Fulcrum Lending, a direct balance sheet lender specializing in multifamily properties nationwide. Maxwell's extensive background in real estate investment and operations, particularly across prominent Wall Street firms, sets him apart as a true expert in the field. Maxwell's journey in the real estate industry is marked by his diverse roles, including fund manager, investment banker, and principal investor at various esteemed firms in New York City. His career began at C-III Capital Partners, and he further solidified his expertise by obtaining a Masters in Real Estate from Columbia University. During our conversation, Maxwell shared his wealth of knowledge, having managed institutional private equity funds exceeding $1.4 billion in Assets Under Management. His impressive track record includes underwriting real estate acquisitions totaling over $10 billion. Drawing from this wealth of experience, Maxwell has successfully built scalable PropTech platforms and products across various real estate verticals. Whether you're a seasoned real estate professional or an aspiring investor, Maxwell's journey and expertise are sure to provide inspiration and actionable advice to help you navigate the intricate world of wealth creation through real estate. Tune in to this episode to gain valuable insights into Maxwell's experiences, strategies, and the innovative solutions he has implemented throughout his impressive career.   In this episode, we talked about: Maxwell's extensive background in real estate investment and operations His current market perspectives and in-depth analysis of the current real estate cycle How institutional capital plays a crucial role in managing large-scale investment funds Advice and strategies for navigating the complex world of real estate, catering to both seasoned professionals and aspiring investors Connect with Maxwell: Linkedin: https://www.linkedin.com/in/maxwelljwu/  Company Linkedin: https://www.linkedin.com/company/fulcrumlendingcorp/  Website: https://www.fulcrumlendingcorp.com/  Email: hello@fulcrumlendingcorp.com    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 

Kenny was a blast and easy to talk to. Hard to believe he owns so much real estate and has evolved into so many asset classes to own over $1B of Assets Under Management. If you want to learn capital raising, tune is as he has raised over $200M! some topics we explored include: Developments, multifamily syndications and lots of funds  It is a lot of work to be a full time syndicator You have to have 50K to Play in the Game It's recommended to go passive first before syndicating As a passive investor, it can help to go on site to learn the ropes Take copies of your passive checks around with you to show potential investors Evolving into 4 asset classes and funds People like one stop shops of where to go to place money Rinsing and repeating with the same lawyer made sense Scaling into large debt funds Doing ground up developments and office to multifamily conversions Market Selection When starting, pick one offering type and get good to scale capital Working with Family Offices    Find Kenny at wolfe-investments.com Book a call with Ruben at calendly.com/rubengreth Hang out with other capital raisers, fund managers and family offices every Thursday at 11:00 AM PST at our nationwide virtual capital raising meetup. Register at capitalraisingmeetup.com  If you would like to find out more about Family Office Capital Raising events you can visit https://familyoffices.com/ Get The Family Office Club membership for $2,000 off by mentioning the Capital Raiser Show to holly@familyoffices.com or feel free to pay full price.  

Thanks for joining me on "The Art of Medicine with Dr. Andrew Wilner." My special guest today is Bill Martin, CFA, Chief Wealth Officer at Earned Wealth. During this 30-minute program, we discuss the unique and sometimes challenging financial situation of physicians. For example, although doctors may be relatively high earners, because of lengthy postgraduate training programs that can last up to 7 years after medical school, doctors may not start earning high salaries until much later than their nonphysician peers. In addition, they are often saddled with enormous college and medical school debt.  Bill explains his approach to helping physicians optimize their investments and savings to ultimately achieve “financial wellness.” He contrasts wealth managers who operate as “fiduciaries” versus “brokers.” He also defines the designations “CFP” and “CFA.” Bill is the author of “The Smart Financial Advisor,” which offers tips to his colleagues about employing financial technology and goals-based investing. Bill explained that Earned Wealth offers several tiers of service. The first one is a free financial planning app, available at your app store. On Apple, it's easy to find with a large green “E” at “Earned.” The next tier is an in-depth financial overview available for a one-time fee. If applicable, Earned Wealth offers a number of ongoing financial services for physicians who choose to become regular clients. I think you'll enjoy listening to Bill explain a little bit about financial services and how they may apply to your situation. You can contact Bill through Earned Wealth:http://www.earnedwealth.comFor our listeners, Earned Wealth is offering $500 towards your Wealth Diagnostic with code ArtOfMed. The Wealth Diagnostic is a deep check-up on your finances, billed on a flat fee. Learn more here: https://earnedwealth.com/services/wealth-diagnostic  If you enjoy an episode, please share with friends and colleagues. "The Art of Medicine with Dr. Andrew Wilner" is now available on Alexa! Just say, "Play podcast The Art of Medicine with Dr. Andrew Wilner!" To never miss a program, subscribe at www.andrewwilner.com. You'll learn about new episodes and other interesting programs I host on Medscape.com, ReachMD.com, and RadioMD.com. Please rate and review each episode. To contact Dr. Wilner or to join the mailing list: www.andrewwilner.com To support this program: https://www.patreon.com/andrewwilner Finally, this production has been made possible in part by support from “The Art of Medicine's” wonderful sponsor, Locumstory.com, a resource where providers can get real, unbiased answers about locum tenens. If you are interested in locum tenens, or considering a new full-time position, please go to Locumstory.com. Or paste this link into your browser: ...

Ivan Barratt is a multifamily property manager, and syndicator. Ivan specializes in overseeing expansive apartment communities in the Midwest. Since 2015, Ivan has successfully secured close to $400 million in equity, acquired a portfolio of over 6,300 units, and managed assets surpassing $1 Billion. Under his leadership, The BAM Companies has evolved into a distinguished private equity and management firm, achieving the prestigious distinction of being a five-time Inc. 5000 awardee. Currently, Ivan directs his efforts toward equity finance, strategic acquisitions, and shaping the overall strategy of the company. To get in contact with Ivan, reach out to him here: invest@bamcapgroup.com Instagram: https://www.instagram.com/bamcapitalgroup Facebook: https://www.facebook.com/BAMCapitalGroup YouTube: https://www.youtube.com/channel/UCLufWyEaqPxDDfTwwNWZ1lQ LinkedIn: https://www.linkedin.com/company/bamcapital/?viewAsMember=true Keeping it Real Estate is brought to you by Granite Towers Equity Group, helping investors create passive income through multifamily real estate. To get in touch with the founders of Granite Towers, Mike Roeder and Dan Brisse, visit https://www.granitetowersequitygroup.com/contact

This week, host Colbert Cannon sits down with Francesco Martorana, Group Chief Investment Officer at Generali, a global insurance and asset management provider. We discuss Francesco's time at J.P. Morgan, Deutsche Bank and Allianz before joining Generali, where he oversees an approximately €400 billion global portfolio. Francesco shares Generali's stance on private credit and the qualities he looks for in a portfolio manager. Learn more about Francesco and his role at Generali here. Check out Colbert's Best Idea for this week, the book The Great Texas Banking Crash by Joseph Grant here. 

Joe Fairless, founder of the Best Ever brand, and co-founder of Ashcroft Capital sits with Jonathan and Mike McManus at a live event to discuss scaling. We discuss goal setting, finding a partner, hiring, when enough is enough, and finding life/ work balance. Ashcroft Capital owns $2.7B in Multifamily assets. Joe is the founder of the Best Real Estate Investing Advise Ever Podcast, which now has over 3000 published episodes and is also the founder of the Best Ever Real Estate Investing Conference. Connect with Joe:https://ashcroftcapital.com/Other links mentioned:Mike McManus and The Surgeon Syndicate Podcast:https://surgeonsyndicate.podbean.com/Support the podcast by making a monthly donation through Patreon. When you contribute, you'll get access to bonus content not available anywhere else. If you enjoyed this episode, you would probably enjoy reading my weekly newsletter. Every Friday, you'll get a behind the scenes look at my investing, including current events in commercial real estate, deals I'm working on, and random personal things going on in my life. It's a super quick read and you can unsubscribe anytime. - Jonathan Subscribe to the newsletter here: www.thesourcecre.com/newsletterEmail Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Dr. Adam Gower is the country's foremost expert on commercial real estate online syndication aka. crowdfunding. He is a multi-book author, his clients handle in excess of $35 billion in Assets Under Management and have raised over $1 billion in equity. He is currently focused on bringing discounted distressed opportunities to his accredited investors.Main point:What is your backgroundWho should be listening (and who should not be)What is distressed real estate and how can you make money from itWhat can listeners do next to benefit from distressed real estate investingConnect with Adam Gower:free newsletter at https://gowercrowd.com/ with discounted distressed deal opportunitiesadam@gowercrowd.comhttps://www.facebook.com/GowerCrowd/https://www.instagram.com/gowercrowd/https://www.linkedin.com/in/gowercrowd/https://twitter.com/GowerCrowdhttps://www.youtube.com/@gowercrowdhttps://gowercrowd.com/ Podcast-The Real Estate Reality Show

Today's guest - Zach Haptonstall- is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.93 Billion in total transactions and purchased over 7,400 units since 2019. He recently did an $11 million multifamily deal - despite historic obstacles in the market. Today, we're diving into how he did it. Zach Haptonstall is the Chief Executive Officer and Co-Founder of Rise48 Equity and Rise48 Communities. Rise48 Equity is a retail syndication Multifamily Investment company with offices in Phoenix, Arizona, and Dallas, Texas. Rise48 Equity has completed over $1.93 Billion in total transactions and purchased 42 assets, 7,400+ units since 2019. They currently have $1.49 Billion+ of Assets Under Management in Phoenix and Dallas. They have completed 11 Full-Cycle Dispositions and returned capital to investors. The company has 190+ Full-Time Employees on Full Healthcare Benefits. Rise48 Communities is the vertically-integrated property management company that manages all assets owned by Rise48 Equity. They do all the construction management, property management, and asset management in-house with their staff. They only manage Rise48 assets and do not provide third-party management. Zach's main responsibilities as CEO include overseeing all acquisitions, sourcing capital, and building strategic partnerships. He and his wife, Grace own homes in both Phoenix and Dallas where they split their time between offices. During our conversation, I ask Zach:

Jonathan Metrick is a Partner & Chief Growth Officer at Sagard, an asset management firm with over $15.2 Billion in Assets Under Management across different asset classes.As a member of the value creation team, Jonathan helps our portfolio companies with growth marketing, including paid acquisition, SEO, attribution and recruitment. He has also taken on Fractional Chief Growth Officer responsibilities at companies including Wealthsimple. Jonathan supports Sagard with branding, corporate communications, thought leadership and investment due diligence.In this episode, we talk about -- Sargard's strategy and allocation to venture capital- Why Cohort Analysis is important for startups?- How to "Scale Smartly"?- How to find & hire A-Players?- Insights into marketing for early stage startups- Budget allocation for Facebook ads- Best marketing channel for startups and more.. Links mentioned (In order) - Hiring10X website - https://www.hiring10x.com/ Sagard website - https://www.sagard.com/ Follow Jonathan on Linkedin - https://www.linkedin.com/in/jonathanmetrick/ Hosted by Prashant Choubey - https://www.linkedin.com/in/choubeysahab/ Subscribe to VC10X for more insightful episodes!

EPISODE SUMMARY: This episode is brimming with the incredible journey of Will Matheson, a successful entrepreneur who, alongside his brother, transformed a deep-rooted passion for real estate into a thriving business. Join us as we explore the rise of Matheson Capital from its humble beginnings in 2017, to a business that now boasts over 100 million dollars of assets under management. We commence with Will's tale that starts from his minimum wage broker days in Los Angeles, navigating challenges such as emergency rent control. We then fast forward to the present day, where we dissect the unique short-term investment strategy that Will and his brother employ, and how this approach has propelled their growth. Discover how they adapt to shifts in the market by predicting the future, ensuring they stay one step ahead. The episode also uncovers the current real estate market, highlighting factors leading to decreased pricing. Emphasizing the importance of flexibility in a debt structure, we discuss whether to opt for higher interest rates or agency loans. Finally, we conclude with Will's insights on professional property management's critical role in a property's success. Don't miss out on this engaging episode filled with valuable insights and practical advice from a seasoned entrepreneur. WILL'S BIO: At the end of 2017, Will Matheson and his twin brother Evan were a few months away from graduating Columbia University's Masters in Real Estate Development program, and they were faced with a choice; go the traditional corporate route or start their own company. Despite having no track record, no ownership experience, and very little equity, they bet on themselves and opted to start their own company, Matheson Capital. By January of 2018, they had already completed their first acquisition, an $800k duplex in Los Angeles. With limited resources, Matheson Capital focused on smaller value-add properties and short-term holds. In the five years since their first purchase, they have completed another dozen multifamily / student housing acquisitions valued at over $100 million. They have worked with high net worth investors, family offices, private equity groups, and Wall Street firms, delivering an average investor IRR of 40% on their six completed projects. Despite changes in the market, Matheson Capital is continuing to push forward with the goal of owning $1 billion of real estate by 2027. Outside of real estate, Will is learning to fly a plane, and he also serves as a board member for Lowcountry Veterans, a homeless veterans shelter located in Charleston, SC. GET IN TOUCH WITH WILL: https://www.linkedin.com/in/wlmatheson/ EPISODE CHAPTERS: (0:00:00) - Capital Raising Strategies in Real Estate Will and his brother built a real estate business to over $100M, investing in LA and facing rent control challenges. (0:11:04) - Short-Term Investment Strategy and Market Outlook Will and his brother built a successful real estate business, using strategies such as shorter hold periods and predicting the market. (0:17:11) - Buying Real Estate in Current Market Flexible debt structure, bank/agency loans, and decreased pricing factors discussed. (0:28:00) - Capital and Management in Real Estate Will discusses the importance of professional property management and reaching one's maximum potential. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

How companies need to recognise the importance of flexible working   On the show today we have an incredible inspiring woman and that is Isobel Gunn Brown.  Isobel is ACCA qualified and has over 30 years' experience in financial services. She is a Partner at Triple Point Investment Management and heads up the Fund Finance team acting as CFO for their Listed Funds with £2bn Assets Under Management. Listen in to hear more about her career journey that started off in a male dominated industry in the days when it was not only common practice but more acceptable for sexism and gender bias to happen in the workplace. She shares with us her own experiences of imposter syndrome and we chat about the can we have it all - raising a family whilst building a career and how she believes a little bit of imposter syndrome can go a long way - she is basically living proof that this is true! Keep listening and then let us know about your own experiences and how you can relate.   How to celebrate Inclusion Week with interactive workshops / sessions If you are a leader in your organisation or maybe part of an internal network or Employee Resource Group (ERG) we are taking bookings for Inclusion week at the end of September.  We are particularly focusing on the importance of networking and making sure ALL employees have access to building those all important stakeholder relationships for career progression! So get in touch sooner rather than later if you fancy chatting about what would benefit your organisation and its people the best!  Let's get more diversity around those decision making tables and more importantly let's create inclusive workplaces that recognise everyone for who they are and the value they bring.   #Resources for YOU and your team! Click HERE to get the monthly 'Visibility Matters' Newsletter > that shares the latest around the gender pay gap, visibility, allyship, self promotion  and good practice that is happening all over the place that support more women to step up and companies to recognise the value they bring.     5 Steps to being more visible at work - Your HOW to guide!    Take the Test > How good is your visibility and personal branding quiz?    Book a chat with Gemma - This is the place to book a call to see how Gemma can help you or your company support female leaders to raise their profile, increase performance and visibility.   Get the White Paper > ‘Visibility at Work: The Importance of Self Promotion for Women's Career Progression   I want to hear from YOU so get in touch with me:   Connect with your host Gemma Stow: Website: https://www.gemmastow.com/ LinkedIn: https://www.linkedin.com/in/gemmastow/ Twitter: https://twitter.com/gemmastow Instagram: https://www.instagram.com/nomorehidingco

Welcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both your personal and professional life. Join your hosts, Rob Brown and Phil Calandra, as they delve into the world of financial planning and investment management and unveil the four key steps that hold the power to turbocharge the growth of your assets under management (AUM). As a financial professional, you know that managing and expanding assets is the cornerstone of your success in the industry. In recent years, volatile financial markets have had a profound impact on asset levels, leaving many financial advisors struggling to attract new business. Even with this year's market rebound, asset levels in numerous practices remain stagnant, barely surpassing levels from years ago.

Welcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both your personal and professional life.Join your hosts, Rob Brown and Phil Calandra, as they delve into the world of financial planning and investment management and unveil the four key steps that hold the power to turbocharge the growth of your assets under management (AUM). As a financial professional, you know that managing and expanding assets is the cornerstone of your success in the industry.In recent years, volatile financial markets have had a profound impact on asset levels, leaving many financial advisors struggling to attract new business. Even with this year's market rebound, asset levels in numerous practices remain stagnant, barely surpassing levels from years ago.In this week's episode, Rob and Phil shed light on the following crucial topics:The value of identifying your ultimate client: Learn how understanding your ideal client can fuel your growth and build lasting relationships.How to stand out from your competitors using your Signature Solutions: Discover innovative ways to differentiate yourself in a crowded marketplace.The impact of marketing from the inside and out: Uncover the importance of internal and external marketing strategies in expanding your AUM.Understanding strategies that provide the ultimate client experience: Elevate your client service game and create a truly remarkable experience that fosters loyalty and referrals.Whether you're a seasoned financial advisor or just starting in the industry, this episode is packed with invaluable insights that will help you take your AUM growth to new heights. Tune in now and unlock the secrets to becoming a true asset management champion!Show Highlights:What to expect with the Truest Fan Blueprint podcast [02:25] Four key steps to accelerating your Assets Under Management [05:08] The value of identifying your ultimate client [09:20] How to stand out from your competitors by using your Signature Solutions [17:50] The impact of marketing from the inside and out [21:55] Understanding strategies that provide the ultimate client experience [28:15] ResourcesTruest Fan episode 039 Differentiate Your Practice with Your Signature SolutionConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Robb Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Cathie Wood's flagship ARKK Innovation ETF has seen net outflows of $234 million this year and $740 million in the past 12 months, plus Assets Under Management crater from $30 billion during pandemic highs to less than $9 billion today. But maybe the biggest knock against Wood? ARKK has underperformed the Nasdaq and $QQQ since its 2014 inception. We raised the question with her on Friday during our Tech Check special.

Today we are happy to welcome Daniel Schex, Private Equity & Venture Capital Investment Professional at FINVIA, a leading Multi Family Office in Germany, serving the special needs of high-net-worth individuals. FINVIA has 4,5bn EUR in Assets Under Management on their platform, investing in funds and building a global portfolio across different strategies and verticals. This episode was recorded on a very special location, our dear friend from Altitude and special co-host Mark Penkala's house, while we were at SuperVenture in Berlin.

On this episode of REI Mastermind Network, host Jack Hoss is joined by guest Edward Brown to discuss a variety of topics related to real estate investing. Brown shares how his company handles construction loans and has separate divisions for temporary loans and buying discounted notes. He also emphasizes the importance of asking about potential risks before investing and recommends focusing on low-risk and conservative investments. Brown also shares his experiences with individual deeds of trust and advises against investing in fractionalized deeds unless certain conditions are met. Additionally, Brown discusses the potential risks of loan investments in a market crash and the importance of evaluating the client's story, experience, and exit strategy for loan applications. Overall, this episode provides valuable insights into the world of real estate investing.

Jonathan Steinberg has built one of the world's largest financial services companies, which is also the fourth largest gold manager in the world. His venture, Wisdom Tree, invests in exchange-traded funds (EFTs) via the WisdomTree U.S. LargeCap Fund, WisdomTree U.S. Quality Dividend Growth Fund, and WisdomTree U.S. Multifactor Fund.

Sallie Krawcheck is the CEO of Ellevest, a women's-focused investment platform she launched in 2016. The company has over $1.5 billion in assets under management with a goal to close the gender investing gap in the U.S. by “redefining investing for women.”Prior to launching Ellevest, Sallie had a successful career on Wall Street, serving as the CEO of Smith Barney, Merrill Lynch, and Sanford C. Bernstein. She also worked at Citi, first as the bank's CFO and then as its head of wealth management, a role she held until the 2008 financial crisis.She's been called the “most powerful woman on Wall Street” as well as the “Last Honest Analyst” by Forbes Magazine.*The Founder Hour is brought to you by Outer. Outer makes the world's most beautiful, comfortable, innovative, and high-quality outdoor furniture - ALL from sustainable materials - and is the ONLY outdoor furniture with a patented built-in cover to make protecting it effortless. From teak chairs to fire pit tables, everything Outer makes has the look and feel of what you'd expect at a 5-star resort, for less than you'd pay at a big box store for something that won't last.For a limited time, get 10% off and FREE shipping at www.liveouter.com/thefounderhour. Terms and conditions apply.

Hendrik Du Toit, CEO at Ninety-One on their annual financial results as well as the economic problems SA is facing.    Thalia Petousis, portfolio manager at Allan Gray, sheds light on factors that are causing the economy harm.     Then Jonathan Hurvitz, CEO of Teljoy was our shapeshifter guest. He spoke about his career journey and how he came up with the idea for Teljoy - a rent-to-own household appliances, electronics and furniture shop.See omnystudio.com/listener for privacy information.

Today, we welcome our first returning guest, Mike Taravella, back on the show to teach us how to sustain our business during challenging economic times. Hop in as we cover practical tips for managing risk, debt, and assets, plus navigating the real estate industry in a market downturn like a pro. WHAT TO LISTEN FORThe value of having good property managersKey statistics about the commercial RE market and interest rates operators should know Impact of a recession on labor, rental markets, and rate hikesWhy it crucial to buy rate caps How to responsibly leverage debt?Practical ways to thrive during a real estate market downturnRESOURCES/LINKS MENTIONEDFrom Accounting Career To Multifamily Success with Mike Taravella: https://bit.ly/3HWhPf5 The Checklist Manifesto by Atul Gawande: https://amzn.to/3NRcWrt All-In with Chamath, Jason, Sacks & Friedberg: https://bit.ly/44FffEh ABOUT MIKE TARAVELLA Mike Travella has been full-time in commercial real estate for three years. He is an Asset Manager for a group with over $150M in Assets Under Management across Tennessee, Kentucky, and North Carolina. He has closed and invested over $45M in multifamily assets. He is also a licensed Certified Public Accountant in Michigan and graduated with his Bachelors and Masters in Accounting from Michigan State University.CONNECT WITH MIKEWebsite: Mike Travella: https://www.miketaravella.com/Instagram: @valueaddmike: https://www.instagram.com/valueaddmike/?hl=enTwitter: @valueaddmike: https://twitter.com/valueaddmikeYouTube: Value Add Mike: https://www.youtube.com/channel/UC2oWkotBta8A-DabTdwHcVwEmail: invest@valueaddmike.com CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Follow us on Facebook: Cityside CapitalFollow us on Instagram: @citysidecapital_tim_lyonsConnect with us on LinkedIn: Tim LyonsConnect with us via Email: greg@citysidecap.com | tim@citysidecap.com

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.This week on the show we're joined by Dana Settle, Co-Founder of Greycroft. Founded in 2006, Greycroft began with a mission to invest in areas outside of Silicon Valley and specifically in NY and LA. The firm currently has over $2B in Assets Under Management, over 60 employees, and has invested in companies such as Bumble, Scopely, Plated, and Maker Studios among many others. This was a special episode where we unpacked all of the components of firm-building including team development, fundraising, investment decision-making, and evolving to market dynamics. We hope you enjoy my conversation with Dana.Program note: This was recorded prior to the issues arising in the banking sector.A word from our sponsor:Privately owned and headquartered in New York City, Grasshopper Bank is built to serve the business and innovation economy. As a client-first digital bank, Grasshopper combines the best of banking technology and years of industry expertise to deliver best-in-class experiences with trusted security and unparalleled support. Grasshopper's digital solutions are tailored for venture capital and private equity firms, startups and small businesses, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, and more. Serving clients globally, Grasshopper provides flexible, firm-focused lending solutions, as well as a dedicated Relationship Manager committed to meeting the unique needs and strategic focus of your firm across all entities, including funds, general partner and management companies. Grasshopper is a member of the FDIC and an Equal Housing Lender.For more information, visit the bank's website at www.grasshopper.bank or follow on LinkedIn and Twitter.About Dana Settle:Dana Settle is a Co-Founder and Managing Partner at Greycroft. Dana's active investments include Acorns, Anine Bing, Avaline, Bird, Citizen, Cloud Paper, data.ai, Goop, HamsaPay, Happiest Baby, Merit Beauty, Mountain Digital, Pacaso, Seed Health, Tapcart, Thrive Market and Versed. Her notable exits include Bumble (IPO), Maker Studios (acquired by Disney), Pulse (acquired by LinkedIn), The RealReal (IPO), Trunk Club (acquired by Nordstrom), and WideOrbit (interest sold to company management).Prior to Greycroft, Dana spent several years as a venture capitalist and advisor to startups in the Bay Area, including six years at Mayfield, and investment banking at Lehman Brothers.Dana holds a BA in Finance and International Studies from the University of Washington and an MBA from Harvard Business School.In this episode we discuss:(02:03) What led to the creation of Greycroft(06:46) How they found believers in their hypothesis and got their first fundraise completed(08:19) Advice for managers and entrepreneurs raising in the current market(11:34) Building a distributed and remote-first culture outside of Silicon Valley(15:33) The role of diversity when building strong partnerships(19:00) Traits Dana values when she is hiring for the firm(21:09) Why curiosity is so important and how she uncovers that in candidates(23:55) The importance of creating a safe space for new voices to be heard in a firm(27:59) Why Dana hated the internal politics of old Silicon Valley and wanted to remove that from Greycroft(30:54) The decision to follow-on invest in their portfolio companies(33:11) How Greycroft manages conflicts within the partnership(35:01) The philosophy around team-building within the firm and how that benefits their portfolio companies(37:19) How Greycroft remains nimble with such a large organization(39:26) The bull case for Venture Capital moving forward(42:09) What Greycroft got the most correct and the most wrong in its historyI'd love to know what you took away from this conversation with Dana. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Marciela Soberanes and Christopher Linger are a dynamic duo that have over $250M in assets under manager with their Real Estate syndication Up Plex Multifamily Investments.They started with what was comfortable and slowly then swiftly grown their business to where it is today. The Up Plex mission statement is as follows: Elevating others by providing wealth-building, passive investment opportunities through real estate.You will enrich yourself simply by listening to these two. Not only are they a living demonstration of what it means to make What if it Did Work REAL in your life, they are passionate about giving back. Listen to Omar take you through a wide ranging, natural conversation about...Chris and Marciela's portfolioOriginal plans vs Greater OpportunityGrowing faster than anticipatedMindsetGiving backHow wealth can change other people's livesInvesting in yourself firstHow real estate syndication worksHow to become an accreditted investorHow Chris and Marciela started in real estateCompeting with BlackstoneWorking with Up PlexJoin the What if it Did Work movement on FacebookGet the Book!www.omarmedrano.com

Warrior Rasool Mutawakkil is a financial wizard! He specializes in financial analysis and underwriting to determine an investment's potential. As a U.S. Army veteran intelligence operative, his attention to detail, work ethic, and desire to serve others with pertinent information are his primary drivers. Here's some of the topics we covered: The value of sales training How to network Mailbox money Stress testing a property Your peer group A shift in mindset Maximizing opportunities Analysis paralysis To find out more about partnering or investing in a multifamily deal: Text Partner to 72345 or email Partner@RodKhleif.com Please Review and Subscribe

In this week's episode, Brad and Jonathan sit down with Joe Saul-Sehy, co-author of the book "Stacked" and co-host of the "Stacking Benjamins" podcast. Together, the trio discuss how to properly set goals for yourself and ways you can continue to move that needle along! If you stick to your timeline and ask the right questions, before you know it you could be on the right track! Joe Saul-Sely Website: joesaulsehly.com Book: "Stacked: Your Super-Serious Guide to Modern Money Management" by Joe Saul-Sehly and Emily Guy Birken Podcast: The Stacking Benjamins Podcast Timestamps 0:51 - Introductions 5:20 - Goal Setting And The Timeline 10:41 - Bad Questions And False Rabbit Holes 15:25 - Talking Family Finance 20:24 - Budgeting And Tracking 28:25 - Comparison Is The Thief Of Joy 32:21 - Financial Advisors 45:30 - Assets Under Management 51:51 - About "Stacked" And Where You Can Find It! 54:02 - Conclusion Resources Mentioned In Today's Conversation Information About The "Stacked" Book Tour Rob Phelan and The Simple Startup Franklin's Fortune Paula Pant and Afford Anything JL Collins and The Simple Path To Wealth Find Your Local ChooseFI Group! Subscribe to The FI Weekly If You Want To Support ChooseFI: Earn $1,000 in cashback with ChooseFI's 3-card credit card strategy Share FI by sending a friend ChooseFI: Your Blueprint to Financial Independence Track your personal finances with Personal Capital Compare, buy, and save big on insurance with Policygenius Keep learning or start a new sidehustle with one of our educational courses Slash your cellphone bill without sacrificing service with Mint Mobile