Podcasts about aum

⭐ My guest today is Micah Kotch, Partner at Blackhorn Ventures. Blackhorn Ventures invests in companies redefining industrial resource efficiency. Their portfolio serves enterprise customers across Energy, Construction / Real Estate, Supply Chain / Logistics and Transportation – interconnected industries that generate $3T in annual revenue and account for the vast majority of global greenhouse gas emissions. They've raised three funds totalling over $270 in AUM. Their investments in 60+ seed and Series A ventures is performing in the top quartile of all comparable VC funds, according to Cambridge Associates. Micah was previously part of the BMW Group, where he served as Managing Director of URBAN-X; the platform for startups reimagining city life. He is also a Founding Partner of C3, an AngelList syndicate backing companies working to reduce emissions, mitigate the worst effects of climate change, and help humanity adapt to a changing world. ---

In the dynamic field of life sciences, skillful operators ensure the efficient development of medical innovations, while insightful investors provide crucial capital and strategic guidance. Rich Aldrich's 30+ year career uniquely bridges both sides, having played key roles in founding and managing successful ventures in the industry.Rich Aldrich is a co-founder and partner at Longwood Fund. Before Longwood, he founded RA Capital Management and has been instrumental in co-founding and contributing to the growth of notable biotech companies, including Sirtris Pharmaceuticals, Concert Pharmaceuticals, and Vertex Pharmaceuticals, among others.In this episode, Hercules Capital's Janice Bourque and Rich Aldrich discuss key lessons in operations and investment, the advantages of public investing, the attributes of a strong management team, Rich's reflections on the industry and much more.Topics include:Transitioning from operations to investingRich's key lessons from public investmentsThe advantages of public investingAttributes of a strong management teamCurrent areas of scientific interest for RichEmerging challenges in life sciencesDeciding whether or not to commercializeRich's reflections on the industry's evolutionAnd other topics…Rich Aldrich is a co-founder and partner of Longwood Fund, an early-stage life science venture firm. With over 30 years of experience in the life sciences space, he has co-founded and helped build several biotech companies including Sirtris Pharmaceuticals, Concert Pharmaceuticals, and Vertex Pharmaceuticals, among others. Before the Longwood Fund, Rich founded RA Capital Management, a life sciences investment fund with an AUM of over $9 billion.Rich received his undergraduate degree from Boston College and an MBA from the Amos Tuck School at Dartmouth. He currently serves as a Director of Longwood portfolio companies Axial, Sitryx Therapeutics, and Colorescience.

Follow Gary Here: https://www.youtube.com/@UCzQtDSmZ-yhH0EwgMwgaWxw X https://twitter.com/GaryCardone Here's how I can help you: Courses https://www.verifiedinvesting.com/real-estate-wealth-system Mentorship https://www.dickersoninternational.com/mentorship Connect with me here: Facebook: https://www.facebook.com/pg/thegregdickerson Instagram: https://www.instagram.com/thegregdickerson LinkedIn: https://www.linkedin.com/in/agregdickerson Twitter: https://twitter.com/agregdickerson YouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1 Podcast: https://www.dickersoninternational.com/podcast #bitcoin #cryptocurrency #stocks #selfdevelopment #personalfinance Greg is a serial entrepreneur, real estate developer, coach, and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed-use subdivisions and started 12 different companies from the ground up. Greg currently mentors some of the top entrepreneurs, real estate investors and real estate developers in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in the process. Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today. Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.  This channel is all about Entrepreneurship, Real Estate Investing, Real Estate Development, Personal Finance, Bitcoin, Cryptocurrency, Stock Market *Nothing in this video or podcast is meant to be construed as legal or investment advice, it's for entertainment purposes only. The video is accurate as of the posting date but may not be accurate in the future. WATCH OUT FOR SCAMMERS IN THE COMMENTS I do not have a telegram, discord or any tother type of paid group. I will not contact you here or on other platforms. Scammers are using my name and picture. My real profile has a dark background around my name. I will not ask you to contact me, ask you for money or give you any contact info. Do not contact anyone in the comments. PLEASE HELP BY REPORTING AND DELETING ALL THESE SCAMMERS. Thank you! --- Support this podcast: https://podcasters.spotify.com/pod/show/greg-dickerson/support

The MidPacker Pod is part of the Freetrail network of Podcasts. You can now support the MidPacker Pod on Patreon. Make sure you leave us a rating and review wherever you get your pods. Today on the pod Troy Meadows talks with Aum Gandhi. Aum is an entrepreneur, trail, and ultra runner based in Los Angeles.  He is a partner and owner at Run Tri Bike the online site dedicated to sharing the voice of the everyday athlete and we discuss his journey from feeling trapped in a job he hated to developing a freelance relationship with Run Tri Bike that turned into an opportunity to come on full time and become a pivotal role in growing the organization.  They also talk about how Aum gives back with his running by working closely with the Richstone Family Center a charity that he is super passionate about that helps at-risk children and families break the cycle of child abuse and thrive. Aum has a flag that the children created for him that he carries across the finish line of all of his races and through his running he has raised over $10,000 for this organization!  We round out the conversation with Aum's running goals for 2024, where he plans to run the Triple Crown of 200's. We discuss mindset and how he plans to balance his hectic work weeks with the demands of training for not one 200-mile race but 3! Links to things discussed in the Pod IG Handles @theaumgandhi @runtrimag Run Tri Bike Run Tri Bike Article - Positivity In Endurance Sport Richstone Family Center Merrell Siman Senic - Start With Why Across the Years 72 hours Oregan 200 Triple Crown of 200's If you are enjoying the content, please consider supporting our sponsors using the links below. Sponsor Links:  Run Trail Life - This is a brand I am super passionate about because I am the Founder and Chief everything officer for RTL. Run Trail Life Brings you casual apparel that lets you show off your love of trail running and ultrarunning while giving back to ensure that everyone has access to the beauty of nature for generations to come. With each item purchased, we donate $1 to runners for public lands. Use code: midpackerpod to double the donation from your purchase.  Visit RunTrailLife.com to check out our line of Hats and Organic cotton T's. Freetrail - Bring Trail Culture with you everywhere you go and join an amazing community of extraordinary trail runners. Freetrail Pro membership is just $96 a year, giving you access to the Freetrail Slack community, training plans, weekly office hours, and so much more. I absolutely love this community and have personally used the training plans to get ready for my ultra efforts. Visit Freetrail.com to sign up today. MidPacker Pod Links: Instagram | Patreon Troy Meadows Links: Instagram | Twitter | Website Freetrail Links: Freetrail Pro | Patreon | Instagram | Website | YouTube

In this episode of WealthTech Unwrapped, Ned speaks to Anders Jones, the CEO and Co-Founder of Facet Wealth. They discuss the pressing need for change in the financial advisory industry, identifying three primary challenges: the high cost of financial advice, conflicted fee structures, and a narrow focus on retirement and money management. Acknowledging the industry's shift away from commission-based structures, Anders critiques the alignment issues with AUM models and emphasizes the necessity for fair and transparent pricing. The conversation acknowledges the role of technology, particularly AI, in reshaping financial advisory services. Automation is seen as a means to enhance advisor efficiency and improve the overall client experience. The discussion also highlights the importance of education in customer acquisition, promoting an "edutainment" approach to inform clients about financial planning.Looking ahead, the shared vision is for the industry to evolve and redefine financial planning by prioritizing client goals and outcomes over AUM growth. The aspiration is to establish an industry standard that aligns more closely with client needs, offering accessible and transparent financial advice to a broader audience. This inspiring tale of building a mission-driven business shows how digital innovation can expand important services to many more people who've never worked with an advisor.Key Takeaways:1. Recognizing flaws in an entrenched industry from an outsider perspective can provide insights to disrupt the status quo and better serve customer needs.2. Leveraging technology, particularly automation, presents a transformative opportunity to reduce costs and enhance efficiency in financial advisory services. 3. Embracing an educational and transparency-driven approach not only addresses the shortcomings of the current market but also unlocks new opportunities by meeting the needs of previously underserved customers.

This week in crypto, the fallout of Binance's $4 billion fine continued, new NFT games are launched, and CoinShares released their latest report on institutional crypto investments.  Binance's former CEO, CZ, is facing an uncertain future as a judge deliberates on whether to permit his departure from the U.S. before his February 2024 sentencing. CZ recently pleaded guilty to violating the Bank Secrecy Act related to Binance's anti-money laundering policies. While he initially obtained release on a $175 million bond, allowing him to return to the UAE where his family resides, prosecutors raised concerns about a potential flight risk due to his considerable wealth and the absence of an extradition treaty with the UAE. In response, the judge temporarily halted CZ's foreign travel privileges. The sentencing in February 2024 carries the possibility of a prison term ranging from a few months to a maximum of 10 years, and CZ's future endeavors may be influenced by the judge's decision on his travel restrictions. Australian exchange Swyftx has partnered with blockchain forensic firm TRM Labs to combat fraud in the cryptocurrency space. Following government data reporting a substantial $146 million loss in cryptocurrency, the collaboration aims to enhance security measures. Swyftx and TRM Labs are launching a pilot project, encouraging 2,000 customers to activate two-factor authentication on their accounts and complete a course jointly developed by the two companies. As an incentive, participants will receive AUD $10 (~$6.6) in Bitcoin. Swyftx's COO, Jason Titman, highlighted the exchange's success in halting approximately $2 million worth of crypto scams, emphasizing the typical progression of fraud from social media to banking systems and ultimately reaching exchanges. This initiative aims to curb fraudsters in the Australian market following a reported $2 million hack on a local exchange.  BinaryX has launched an AI-based battle royale adventure game, AI Hero, introducing innovative elements of AI technology, Battle Royale, and GameFi. Following the Open Beta release in October, the game utilizes AI-generated content to dynamically shape the gaming experience, altering the world, generating quests, NPC interactions, and events for a unique playthrough each time. With 20 participants simultaneously entering the game, AI plays a crucial role in creating a personalized and ever-changing adventure. PvP gameplay adds intensity, encouraging players to gather resources, craft superior gear, and outmaneuver rivals among the 20 participants for victory. Most interestingly, players have the opportunity to mint NFT heroes after the launch, participating in a competitive mode with potential mining rewards.  Crypto institutional investment marked their ninth consecutive week of inflows, as reported by CoinShares. In the past week alone, inflows reached $346 million, contributing to a total of $1.663 billion for the year. Institutional traders are also gaining exposure through exchange-traded products (ETPs), bringing stability and legitimacy to the space. Bitcoin remains a dominant choice, attracting $312 million in new inflows last week. Ethereum ETPs experienced a significant surge, with a 915% increase in inflows to $33.5 million. Institutional investments in digital asset products have reached their highest point since the late 2021 bull market, with total assets under management (AuM) reaching $45.3 billion. The surge in momentum followed the announcement of spot Bitcoin ETF applications in the US, and Ethereum ETF applications further fueled positive inflows into Ethereum ETPs. Anticipation is high for the approval of spot ETFs in 2024, offering another avenue for institutional exposure.

God and Nature Are Long. To Make Profits, Take Profits.   Name: Dryden Pence  Title: Pence Capital Management CIO Pence Wealth Management, & Pence financial group. Website: https://pencecapital.com/team-members/dryden-pence/ AUM: $2.2B & $1B AUA Bio: Dryden Pence serves as Chief Investment Officer for Pence Capital Management (“PCM”), overseeing the consulting activities for PCM related strategies. With 30 years of experience in the financial industry, and as a retired Army Colonel trained in the field of Intelligence, Special Operations and Psychological Warfare, he specializes in capitalizing on the supply chain of human demand by identifying investment opportunities through its trademarked process: Choke Point Investing™. Dryden Pence combines his formal training and knowledge as an Economist with his years of experience in psychological warfare to bring a unique understanding of human behavior and how it affects the economy and the markets (ahead of change). He is an Accredited Investment Fiduciary® and in his capacity, as Chief Investment Officer at Pence Capital Management, he oversees the investment strategy and consultative services provided to product platform distributors. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

With Mars & the Sun in expansive & truth seeking Sagittarius & the upcoming full moon in communicative Gemini, it's time to free our minds to explore diverse directions of universal consciousness, assisted by dragon power.  Squares to Saturn are closing doors on outdated beliefs, relationships & behaviors, while opening new portals/synapses in the brain that have been sleeping since the age of 3. Through the use of the sacred sound of AUM & the 16 pointed star, we reconnect to powerful abilities to create new realities from a wealth of possibilities. 

Suzanne Powell is a Senior Financial Advisor that oversees approximately $110 million in assets under management for nearly 150 households at Meridian Wealth Management, an RIA based out of Kentucky. Suzanne stands out for her strategic scheduling, amassing over $100M in AUM by concentrating client and prospect meetings into two 3-month periods each year, enabling her to dedicate the rest of the year to family. She minimizes time on prospecting by efficiently managing a continuous stream of SmartAsset leads with a highly automated response system. Listen in as Suzanne shares her expertise on driving client growth by managing SmartAsset's lead-generation service, setting up effective communication automations, and strategically targeting leads to amass nearly $70M in new assets. We also discuss how she balances a packed schedule of client meetings with preparation and follow-up tasks, using technology to efficiently present financial plans to save time, her method for nurturing long-term client relationships, and her philosophy on integrating work with quality family life now, rather than waiting for retirement. For show notes and more visit: https://www.kitces.com/360

In this week's show we continue our series on Death Cults to discuss the rise and fall of the Japanese doomsday cult, Aum Shinrikyo led by its mad, blind-prophet Shoko Asahara. In the free section of the show we discuss the Tokyo Subway Sarin Gas attack for which the cult is famous before taking a closer look at the troubled childhood of its charismatic leader, his early spiritual misadventures and his rise to power creating one of the deadliest cults to ever exist. We also discuss their living arrangements and failed foray into mainstream politics. In contrast to most content on this topic we then dive into the Buddhist and Hindu religious concepts which Shoko Asahara abused and twisted to manipulate his loyal followers into mindless murderers who carried out their orders without question or hesitation. In the extended episode we look at the gruesome murders perpetrated by the cult, their obsession with anime, the rituals the cultists participated in, the hilarious money making schemes they perpetrated on the public, their recruitment methods, the role of its prominent members, sex within the cult, the mind-blowing access to and production of weapons of mass destruction and finally the demise of the organization and Shoko Asahara himself. Thank you and enjoy the show!In this week's show we discuss:-The Tokyo Subway Sarin Attacks-The Sarin Song-What is sarin anyway??-Shoko Asahara's childhood-How Shoko became a cult leader-The Circle of Mountain Wizards-Abusing Hindu and Buddhist religious ideology-Poa / Phowa-The cult's living arrangements-Aum Shinrikyo's political career-Killing for the guruIn the extended show available at www.patreon.com/TheWholeRabbit we discuss:-The first murder of the cult-Mahamudra-Preparing for Armageddon-Rituals of Om Shinrikyo-Money making schemes-Lead scientist / second in command, Hideo Murai-Sakamoto Family Murders-Buying a helicopter and other weapons!-Recruitment methods-Weird sex in the cult-Drug and chemical manufacturing-Terrorist attacks AFTER the Tokyo Subway-Shoko Asahara's downfall and trialEach host is responsible for writing and creating the content they present!Where to find The Whole Rabbit:Spotify: https://open.spotify.com/show/0AnJZhmPzaby04afmEWOAVInstagram: https://www.instagram.com/the_whole_rabbitTwitter: https://twitter.com/1WholeRabbitMusic By Spirit Travel Plaza:https://open.spotify.com/artist/30dW3WB1sYofnow7y3V0YoSources:Destroying the World to Save it:https://a.co/d/2ySNYVdSong of Sarinhttps://irp.fas.org/congress/1995_rpt/aum/part04.htmLSD production:https://www.spokesman.com/stories/1995/oct/13/cult-reportedly-made-lsd-to-use-as-weapon/The Culthttps://www.nonproliferation.org/wp-content/uploads/2016/06/aum_chrn.pdf Support the show

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chad Willardson (https://www.chadwillardson.com/) is the founder and president of Pacific Capital. Before founding Pacific Capital, Chad dedicated nine years to Merrill Lynch Wealth Management, where he not only climbed the ranks to Senior Vice President but also found himself recognized in the top 2% nationally. Chad is a graduate of Harvard Business School of Executive Education, Brigham Young University, and the author of three best-selling books. In today's episode, Chris and Chad talk about: How he got his start in the financial industry The art of landing high net-worth clients Financial skills we should be teaching our children Being authentic as an advisor Websites: https://pacificcapital.com/ https://www.chadwillardson.com/ LinkedIn: https://www.linkedin.com/in/chadwillardson/ Instagram: https://www.instagram.com/chad.willardson/ Podcast: https://podcasts.apple.com/us/podcast/smart-money-parenting-audio-edition/id1661833356 Chad's Books: Smart Not Spoiled: https://www.amazon.com/Smart-Not-Spoiled-Skills-Leaving-ebook/dp/B09DRLLZYM Stress-Free Money: https://www.amazon.com/gp/product/B08J3MS95R/ref=dbs_a_def_rwt_bibl_vppi_i1 Beyond the Money: https://www.amazon.com/gp/product/B0BH9K82NV/ref=dbs_a_def_rwt_bibl_vppi_i0 ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Kavita Gupta is the founder and CEO of Delta Blockchain Fund. Gupta — a former executive at ConsenSys — launched the fund in September 2021 and it currently sits at $125 million AUM. In this episode of The Scoop, Gupta discusses how the recent surge in crypto prices has impacted the venture landscape, and shares what sectors of the market she is paying the most attention to. According to Gupta, most early-stage crypto valuations are still fairly reasonable — which is leading to a steady stream of activity amongst veteran VCs in the space. "Smarter, seasoned VCs have actually been more active in this market because it's the right valuation — it's also told you which founders are here to stay." This episode is brought to you by our sponsors PayPal. Make your crypto move with PayPal. Get started today at PayPal.com/crypto

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.We're thrilled to bring on Brad Gerstner, Founder and CEO of Altimeter Capital. Altimeter was first founded in 2008 during the GFC with an initial fund of only $3 Million which Brad raised from friends and family. Today the firm employs both private and public strategies, with over $17.9B in AUM.Altimeter takes an incredibly focused and high-conviction approach to investing and has backed companies such as Snowflake, Unity, Gusto, and Modern Treasury. And now manages a variety of venture and public funds, taking a hybrid and pragmatic approach to funding, using a variety of vehicles depending on stage and need to give companies and managers access to capital.About Brad Gerstner:Brad Gerstner is the Founder and CEO of Altimeter Capital. Before Altimeter, Brad worked as a multiple-time entrepreneur, was a founding principal of General Catalyst, and worked at PAR Capital. He is also an active thought leader on all aspects of the innovation economy, including numerous media appearances and a recurring role on the popular All-In Podcast. And Brad is working to improve the future of the country through efforts such as Invest America.He earned a bachelor's from Wabash College, a JD from Indiana University, and an MBA from Harvard Business School.In this episode, we discuss:* (2:17) Brad discusses his early life in Indiana and the influence of his father's entrepreneurial journey​​.* (3:23) Brad talks about his path to law school and subsequent shift towards technology and entrepreneurship​​.* (4:10) His impulsive trip to Silicon Valley and his first experiences there​​.* (7:18) Brad discusses his insights into public and private markets and the realization of the need to participate in the venture market​​.* (11:24) He explains the motivation and founding principles behind Altimeter, focusing on competitive advantage​​.* (12:28) Brad highlights Altimeter's unique approach, combining venture capital experience with public market sensibility​​.* (14:02) He speaks about the importance of founders choosing partners that provide intellectual resources along with capital​​.* (18:41) Brad reflects on Altimeter's investment strategy and acknowledges that they haven't always done everything perfectly​​.* (20:44) He discusses the cyclical nature of the venture business and the importance of the price of entry in investments​​.* (23:24) Brad talks about technology super cycles and how they improve lives and outcomes​​.* (28:19) He elaborates on the role of cloud computing and AI in reshaping industries and improving consumer experiences​​.* (30:09) Discussing the evolution of search engines, Brad talks about the transition from Google as a card catalog to an answer bot​​.* (32:32) He shares insights on the power of AI in business and its impact on efficiency and profitability​​.* (39:45) Brad explains Altimeter's disciplined approach to valuation and their investment decision-making process​​.* (44:51) He emphasizes the fiduciary duties of board members to all shareholders and the importance of research-based decision-making​​.* (47:11) Brad reflects on his work with Richard Lugar and his influence on Brad's view of the world​​.* (50:59) He discusses the Invest America initiative and its goal to invest in the future of American children and democracy​​.* (54:03) Brad talks about the need for job retraining and economic participation in the face of labor displacement caused by AI​​.I'd love to know what you took away from this conversation with Brad. 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

Chris O'Keefe, CFA, lead portfolio manager of Logan Capital Management $4B in AUM. Chris manages over $2B in his dividend strategies. Chris manages the Dividend Performers Strategy and the Dividend Performers Balanced Strategy at Logan Capital. Chris O'Keefe, CFA, lead portfolio manager of Logan Capital Management's Dividend Performers Strategy and the Dividend Performers Balanced Strategy. Chris notes now is the time for investors to consider dividends. He says, in a stressed economy with rising rates, you want more durable, resilient companies. Dividend-paying stocks tend to do better in this environment, and valuations look more reasonable on that side of the universe. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.    Former Navy Veteran and current Real Estate Investor Corey Chonsky joins host Paul Thompson for this episode of “The Wake-Up Call”. Similarly to Paul's story in the corporate world, Corey saw a financially secure future for himself outside of the military and took a leap into Real Estate Investing.    Beyond the discussion surrounding Corey's time in the navy, the two go into detail about best practices for investing, regardless of if it's on your own or with a group through Syndication. Knowing how to connect with others, and who to connect with, is likely to determine the success of your Syndication regardless of what sort of deal you're planning to do.   Key Points From This Episode:    Measure growth carefully, and don't bite off more than you can chew. Bring in team members who fill in your gaps– know your weaknesses. A Deal Might fall through, but you can come out better with the new connections you've made, as long as they're carefully vetted. You can't have someone on your team for the sole purpose of capital– you need an established relationship A great way to get into syndication is to offer a team (like Corey's) help in some sort of way, services, etc. Being intentional about increasing connections is important when getting into the syndication world. Conferences, podcasts, social media, etc. are all important. “Survive until 2025”... Many people are waiting to see what's going to happen in real estate in the coming months Get in the Game. You can only learn academically for so long until you have to jump in. Follow Paul Thompson • LinkedIn | https://www.linkedin.com/in/paulthompson-onecallcapital/ • Website | https://pauldavidthompson.com • Tiktok | https://www.tiktok.com/@pauldavidthompson Resources:   www.fwcinvestments.com/team-member/corey-chonsky    - Official Website for Corey & his business   www.open.spotify.com/show/6Ud0FItPdqakMazd9aAQHt - Link to Corey's Podcast, called “One House at a Time”, available anywhere you find Podcasts www.PaulDavidThompson.com - Real estate resources, past episodes, and information on my mastermind   I want to help you achieve financial and personal freedom. Check out THIS link for some valuable resources Click for a FREE WEBINAR to learn about your 12% ROI. If you're ready to take action now, let's hop on a CALL now! About Today's Guest:   Corey Chonsky is originally from Minot, North Dakota. Corey enlisted in the Navy in 1998 and graduated with a Mechanical Engineering degree from the University of Wisconsin-Madison in 2007. He was commissioned as an Ensign in the US Navy and was stationed at Norfolk, VA in 2015. Today, Corey manages commercial real estate syndications across three coastal states. He is a general partner for nine apartment syndications in Virginia, Florida, Maryland, and Texas. Overall, Corey's portfolio consists of $100 million AUM with over $10 million in renovations.

#626: Today, we're sitting down with Courtney Reum. Courtney is the Co-founder and Managing Partner of M13. He and his brother Carter founded M13 in 2016, and today the firm manages three top decile funds with more than $1 billion AUM in early-stage technology that powers the future of work, health, commerce, and money. Courtney joins us today to talk about all things entrepreneurship, investing, and how to grow as both a business owner and investor. He also gives us tips on what makes a great company and the common denominators of successful business owners and investors. To connect with Courtney Reum click HERE To connect with Lauryn Evarts Bosstick click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE To subscribe to our YouTube Page click HERE For Detailed Show Notes visit TSCPODCAST.COM To Call the Him & Her Hotline call: 1-833-SKINNYS (754-6697) This episode is brought to you by The Skinny Confidential This episode is brought to you by Fable Pets Fable Pets designs gear that solves problems for you and your pet, so the two of you can enjoy exploring the world together. Go to fablepets.com/skinny for 20% off sitewide and 35% off sets. This episode is brought to you by AG1 If you want to take ownership of your health, it starts with AG1. Go to drinkAG1.com/SKINNY to get a free 1-year supply of Vitamin D3K2 AND 5 free AG1 Travel Packs with your first purchase. This episode is brought to you by L'Oreal Discover the new Bright Reveal Dark Spot Duo! Visit Target online and in-store to buy yours today. This episode is brought to you by Hiya Health Hiya Health fill in the most common gaps in modern children's diet to provide full-body nourishment our kids need with a yummy taste they love. Go to hiyahealth.com/skinny to receive 50% off your first order. This episode is brought to you by Wella Wella Professionals just released its most luxurious hair care line; Ultimate Repair. You can purchase The Ultimate Repair Miracle Hair Rescue at Ulta stores, or go to wella.com to learn more. This episode is brought to you by WeightWatchers WeightWatchers is the #1 doctor recommended weight-management program and the trusted authority in evidence based weight-health. Visit ww.com/tsc to see if you qualify, and if you do, used code TSC25 to get one free month plus $25 off your second month Produced by Dear Media

Are you an entrepreneur who wants to elevate your AUM by $100 million in the next 12 months? If that's the case, you're in luck! In this episode, I will share the step-by-step strategies behind growing AUM by $100 million. Discover the significant shift in our business model and learn how I am leveraging key relationships and market insights to achieve our ambitious goal. From building crucial connections with brokers to mastering the nuances of submarkets. Tune in on this episode as I share invaluable insights that can empower you to supercharge your own investment endeavors. Don't miss out on this insider's perspective on real estate investment success. Subscribe to iTunes now!   Interested in investing with Asym Capital? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

Meditación del Evangelio según San Lucas 17, 1-6 por el biblista P. Norberto Padilla, misionero claretiano. 13/nov/2023, Si siete veces vuelve a decirte: "lo siento", lo perdonarás. Canción: Tú lo llenas todo (2021), de Nelly y Carlos ---------- Lectura del santo evangelio según san Lucas 17, 1-6 En aquel tiempo, Jesús dijo a sus discípulos: "Es inevitable que sucedan escándalos; pero ¡ay del que los provoca! Al que escandaliza a uno de estos pequeños, más le valdría que le encajaran en el cuello una piedra de molino y lo arrojasen al mar. Tengan cuidado. Si tu hermano te ofende, repréndelo; si se arrepiente, perdónalo; si te ofende siete veces en un día, y siete veces vuelve a decirte: "Lo siento", lo perdonarás." Los apóstoles le pidieron al Señor: "Auméntanos la fe." El Señor contestó: "Si tuvieran fe como un granito de mostaza, dirían a esa morera: "Arráncate de raíz y plántate en el mar." Y les obedecería"." Palabra del Señor... Gloria a ti, Señor Jesús #SoyClaretiano #Evangelio #MisionerosClaretianos #CMFAntillas Música de introducción: Lámpara Es Tu Palabra, de Ain Karem

Lc 17,1-6. Jesús dijo a sus discípulos: "Es inevitable que haya escándalos, pero ¡ay de aquel que los ocasiona! Más le valdría que le ataran al cuello una piedra de moler y lo precipitaran al mar, antes que escandalizar a uno de estos pequeños. Por lo tanto, ¡tengan cuidado! Si tu hermano peca, repréndelo, y si se arrepiente, perdónalo. Y si peca siete veces al día contra ti, y otras tantas vuelve a ti, diciendo: 'Me arrepiento', perdónalo". Los Apóstoles dijeron al Señor: "Auméntanos la fe". El respondió: "Si ustedes tuvieran fe del tamaño de un grano de mostaza, y dijeran a esa morera que está ahí: 'Arráncate de raíz y plántate en el mar', ella les obedecería." Voz y meditación Fr Pedro Brassesco www.Rosariodelaaurora.org

En aquel tiempo, Jesús dijo a sus discípulos: "No es posible evitar que existan ocasiones de pecado, pero ¡ay de aquel que las provoca! Más le valdría ser arrojado al mar con una piedra de molino sujeta al cuello, que ser ocasión de pecado para la gente sencilla. Tengan, pues, cuidado.Si tu hermano te ofende, trata de corregirlo; y si se arrepiente, perdónalo. Y si te ofende siete veces al día, y siete veces viene a ti para decirte que se arrepiente, perdónalo".Los apóstoles dijeron entonces al Señor: "Auméntanos la fe". El Señor les contestó: "Si tuvieran fe, aunque fuera tan pequeña como una semilla de mostaza, podrían decirle a ese árbol frondoso: 'Arráncate de raíz y plántate en el mar', y los obedecería".

San Lucas Jesús dijo a sus discípulos: “Es inevitable que haya escándalos, pero, ¡ay de aquellos que los ocasionan! Más le valdrían que le ataran al cuello una piedra de moler y lo precipitaran al mar, antes que escandalizar a uno de estos pequeños. Por lo tanto, tengan cuidado. Si tu hermano peca y se arrepiente, perdónalo; y si peca siete veces al día contra ti y otras tantas vuelve a ti diciendo “me arrepiento”, perdónalo. Los apóstoles dijeron al Señor: “Auméntanos la fe”. Él respondió: “Si ustedes tuvieran fe del tamaño de un grano de mostaza y dijeran a esta morera que está allí ‘arráncate de raíz y plántate en el mar', ella les obedecería. ………………………………………. Además, puedes escuchar el Evangelio diario en las siguientes plataformas: Spotify: https://open.spotify.com/show/2M0Ubx3Jh55B6W3b20c3GO Apple podcast: https://podcasts.apple.com/us/podcast/evangelio-del-d%C3%ADa/id1590423907 Para más información puede consultar nuestro sitio: https://www.vozcatolica.com o escríbanos a info@vozcatolica.com . Si quiere colaborar con este Apostolado lo puede hacer dirigiéndose a: https://vozcatolica.com/ayudanos . Desde ya muchas gracias.

+ Evangelio de nuestro Señor Jesucristo según san Lucas 17, 1-6 Jesús dijo a sus discípulos: «Es inevitable que haya escándalos, pero ¡ay de aquel que los ocasiona! allí le valdría que le ataran al cuello una piedra de moler y lo precipitaran al mar, antes que escandalizar a uno de estos pequeños. Por lo tanto, ¡tengan cuidado! Si tu hermano peca, repréndelo, y si se arrepiente, perdónalo. Y si peca siete veces al día contra ti, y otras tantas vuelve a ti, diciendo: "Me arrepiento", perdónalo.» Los Apóstoles dijeron al Señor: «Auméntanos la fe.» El respondió: «Si ustedes tuvieran fe del tamaño de un grano de mostaza, y dijeran a esa morera que está ahí: "Arráncate de raíz y plántate en el mar", ella les obedecería.» Palabra del Señor.

Si tu hermano peca, repréndelo, y si se arrepiente, perdónalo¡Hola, soy Alekz! Te comparto la lectura del evangelio de hoy en audio, ¡suscríbete para escuchar siempre el evangelio del día!13 de noviembre de 2023Lunes de la trigésimo segunda semana del Tiempo OrdinarioEvangelio según San Lucas 17,1-6.Jesús dijo a sus discípulos: "Es inevitable que haya escándalos, pero ¡ay de aquel que los ocasiona!Más le valdría que le ataran al cuello una piedra de moler y lo precipitaran al mar, antes que escandalizar a uno de estos pequeños.Por lo tanto, ¡tengan cuidado! Si tu hermano peca, repréndelo, y si se arrepiente, perdónalo.Y si peca siete veces al día contra ti, y otras tantas vuelve a ti, diciendo: 'Me arrepiento', perdónalo".Los Apóstoles dijeron al Señor: "Auméntanos la fe".Él respondió: "Si ustedes tuvieran fe del tamaño de un grano de mostaza, y dijeran a esa morera que está ahí: 'Arráncate de raíz y plántate en el mar', ella les obedecería."Conoce el proyecto de Ora Evangelis en nuestro sitio web: https://evangelio.mx

¡Nuevo libro de SerCreyente: MARÍA, SIEMPRE CONTIGO! Disponible en papel y ebook para todos los mercados en https://amzn.to/46HqKeI ________________ Lunes, 13 de noviembre de 2023 (32ª Semana del Tiempo Ordinario) Evangelio del día y reflexión... ¡Deja que la Palabra del Señor transforme tu vida! [Lucas 17, 1-6] En aquel tiempo, dijo Jesús a sus discípulos: «Es imposible que no haya escándalos; pero ¡ay de quien los provoca! Al que escandaliza a uno de estos pequeños, más le valdría que le ataran al cuello una piedra de molino y lo arrojasen al mar. Tened cuidado. Si tu hermano te ofende, repréndelo, y si se arrepiente, perdónalo; si te ofende siete veces en un día, y siete veces vuelve a decirte: “Me arrepiento”, lo perdonarás». Los apóstoles le dijeron al Señor: «Auméntanos la fe». El Señor dijo: «Si tuvierais fe como un granito de mostaza, diríais a esa morera: “Arráncate de raíz y plántate en el mar”, y os obedecería. ________________ Descárgate la app de SerCreyente en https://sercreyente.com/app/ ¿Conoces nuestra Oración Online? Más información en: https://sercreyente.com/oracion ¿Quieres recibir cada día el Evangelio en tu whatsapp? Alta en: www.sercreyente.com/whatsapp ¿Conoces los libros de SerCreyente.com? Más info en https://sercreyente.com/libros También puedes hacer tu donativo en www.sercreyente.com/ayudanos Contacto: info@sercreyente.com

Lc 17, 1-6: En aquel tiempo, Jesús dijo a sus discípulos: "No es posible evitar que existan ocasiones de pecado, pero ¡ay de aquel que las provoca! Más le valdría ser arrojado al mar con una piedra de molino sujeta al cuello, que ser ocasión de pecado para la gente sencilla. Tengan, pues, cuidado.Si tu hermano te ofende, trata de corregirlo; y si se arrepiente, perdónalo. Y si te ofende siete veces al día, y siete veces viene a ti para decirte que se arrepiente, perdónalo".Los apóstoles dijeron entonces al Señor: "Auméntanos la fe". El Señor les contestó: "Si tuvieran fe, aunque fuera tan pequeña como una semilla de mostaza, podrían decirle a ese árbol frondoso: 'Arráncate de raíz y plántate en el mar', y los obedecería".

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Chip Hessenflow is a Registered Investment Advisor Representative at Wealthcare Capital Management for 12 years. His mission is to change the way individual investors approach their financial lives by measuring success through the achievement of their life's goals. Serving the Chicago, IL and Raleigh, NC metropolitan areas, Christopher has 25 years of financial service experience. He holds a BS in Economics from George Mason University and also studied financial planning and earned a certificate in 2002 from DePaul University, and currently teach personal financial planning courses. LinkedIn: https://www.linkedin.com/in/christopherhessenflow/ Website: https://wealthcarecapital.info/ Twitter: https://twitter.com/ChipHessenflow ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Louis Barajas (https://louisbarajas.com/), CFP®, has 30+ years of experience in the profession, as a business and wealth manager, author, and national speaker. In today's episode, Louis talks about shifting mindsets, financial literacy, and giving back to your own community. Louis is committed to helping cultural communities light a financial path to dignity, awareness, hope, and a worry-free life. His unique blend of financial resources provides a peace-of-mind approach for small business owners, entertainment professionals, and families. In today's episode, Louis and Chris talk about 1- Giving back to your own community 2- How to become financially literate 3- Shifting from poverty to an abundance mindset 4- Living a purpose-driven life LinkedIn: https://www.linkedin.com/in/louisbarajas/ Websites: https://louisbarajas.com/, https://ipwadvisors.com/, https://labarajas.com/ Twitter: https://twitter.com/louisbarajas Facebook: http://www.facebook.com/louisbarajas Instagram: http://www.instagram.com/louisbarajas Books Mentioned: https://www.amazon.com/Pound-Foolish-Exposing-Personal-Industry/dp/159184679X https://www.amazon.com/Purpose-Driven-Life-What-Earth/dp/031033750X⁠ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Bienvenue dans Les Fabuleux Destins. Dans cet épisode, nous allons vous parler d'un homme au charisme et à la perversion sans limite. Leader d'une secte très influente au Japon, il a tué des dizaines de personnes et a voulu prendre le contrôle de son pays. Son nom : Shōkō Asahara. Entre apocalypse et armes chimiques, découvrez son abominable destin. Aum, l'une des sectes les plus dangereuses au monde Tokyo, 20 mars 1995. Un jeune homme d'une trentaine d'années passe complètement inaperçu. À cette heure de pointe, lorsqu'il s'assoit dans le wagon, personne ne le remarque. Et encore moins le petit sac plastique qu'il dépose sous son siège… Après une demi-heure de transport, le jeune homme perce discrètement le sac de la pointe de son parapluie, se lève, sort en laissant le paquet derrière lui… et le métro repart. Les passagers sentent soudain une étrange odeur se répandre dans la rame : une odeur chimique. Et passé l'étonnement initial, ils commencent à se sentir mal. Ils toussent, ont la respiration coupée, sont pris de nausées subites. Leurs pupilles se contractent et leurs visions se troublent. Une minute plus tard, le métro s'arrête à quai et le conducteur sonne l'alarme... Pour découvrir d'autres récits passionnants, cliquez ci-dessous : Barbara Mackle, la jeune étudiante enterrée vivante Pasquale Buzzelli, le rescapé des attentats du 11 septembre 2001 Ilia Ivanov, le Frankenstein rouge Un podcast Bababam Originals Ecriture : Elie Olivennes Production : Bababam (montage Gilles Bawulak, Antoine Berry Roger) Voix : Andréa Brusque Learn more about your ad choices. Visit megaphone.fm/adchoices

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/   David Clayman (http://www.twelvepointswealth.com/) is the co-founder and CEO of Twelve Points. A passionate advocate for entrepreneurs and business owners, he is best known for helping them define their freedom from their day-to-day chaos by finding clarity regarding what they want most out of life.   In this episode, Chris and Dave discuss: 1. How David Started His Own Practice 2. Reaching the $1 Billion Mark 3. What to Look For in a Partner 4. Having Honest Conversations With Clients LinkedIn: https://www.linkedin.com/in/daveclayman/  Website: http://www.twelvepointswealth.com/  Youtube: https://www.youtube.com/@TwelvePointsWealthManagement  Maximize your marketing, close more clients, and amplify your AUM by following us on:  Instagram:  https://instagram.com/ultrahighnetworthclients  TikTok: https://tiktok.com/ultrahighnetworthclients  YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast  Twitter: https://twitter.com/uhnwcpodcast  iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com  Work with us: https://famousfounder.com/fa  DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance. 

Audrey Handem is a VC at Speedinvest; one of Europe's most active early-stage investors with more than €1 billion AuM and 40+ investors based in Berlin, London, Munich, Paris, and Vienna.Founder success is Speedinvest's top priority, so they don't just send some money and "check in" at board meetings. Their mission is to empower founders with game-changing support through every stage of their journey. Audrey joins James Pringle to discuss the mistakes founders make in fundraising, what she looks for in investments now, what sets SpeedInvest apart from other VCs, & so much more. Don't forget to like, subscribe, and follow The Riding Unicorns Podcast on our socials and your chosen podcast platform to stay up to date!

US job growth cooled in October as the Labor Department's closely watched employment report showed the unemployment rate rising to 3.9%, the highest since January 2022, up from 3.8% in September. Employers added 150,000 jobs, half the September gains, and the smallest increase in jobs since June, according to the Bureau's establishment numbers. DICK BOVE, chief financial strategist at ODEON CAPITAL GROUP, calls the Bureau's reporting 'specious.' Still, BOVE says the evidence points to a deterioration in the labor markets. The economy on the jobs front is 'slowing meaningfully,' he adds. MAT VAN ALSTYNE, ODEON co-founder and managing partner, says the Bureau's report shows a massive number of the jobs created were in part time employment. Many Americans are now holding multiple, part-time jobs to make ends meet, VAN ALSTYNE says. "This report is a disaster," he adds. Meanwhile, another sign of stress in the US economy comes from the latest data on auto loan sales and delinquencies. Elsewhere, the CONVERSATION looks at the explosion in assets under management (AUM) in the wealth management industry. Some of the largest asset managers have seen a surge in money inflows. BOVE cites Bank of America which estimates industry AUM has soared $40 trillion in the past decade to a staggering $65 trillion. Where is this money coming from, BOVE asks. Joining the CONVERSATION is our host, JOHN AIDAN BYRNE.

Join Seth Bradley and Neal Bawa in this encore episode of the Passive Income Attorney Podcast as they chat about how data science can help you predict the future and prevent you from losing all your capital during this uncertain economic landscape. Neal will share his expert insight into identifying extraordinary investment opportunities, even during turbulent times. Enjoy the episode! Here's a breakdown of what to expect in this episode: Combining data science with Real Estate How to be successful at many things Are we in a recession? The debate continues on Analysis of the last six recessions and how this one shapes up Where smart investors should place their capital during uncertain times How to multiply your wealth during a recession The “Super Value Add” concept ABOUT | NEAL BAWA: Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal's companies use cutting-edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for nearly 700 investors. The current portfolio is over 4,800 units, with an AUM value (upon completion) of over $1 Billion.   Neal shares his team's unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data-driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1000 five-star reviews. Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His Facebook and meetup groups have tens of thousands of investors. Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope. He also believes that the Build-to-rent will become a much larger and more profitable part of the Multifamily asset class over the next 5 years, due to its uniquely desirable characteristics. Neal's vision is to combine the Build-to-rent asset class with blockchain tokenization to democratize commercial real estate.   FIND | NEAL BAWA: Website: www.grocapitus.com LinkedIn : https://www.linkedin.com/in/neal-bawa/ Instagram: https://www.instagram.com/nealbawa/?hl=en Facebook: https://www.facebook.com/NealBawaMFU/   ✈️ CONNECT | SETH BRADLEY:

Fidelity Investments' ($4.5 trillion AUM) global macro director Jurrien Timmer updated his 2025 outlook on Bitcoin following the latest BTC price surge. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jean is one of the few BTR syndicators in Phoenix, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the topic as much as I did! check out the full episode where we covered things like:  Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses  You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions  Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com   Check Out InvestNext.com as the preferred investor portal of the show.  Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from ⁠https://UHNWC.com/⁠ Eric D. Brotman, CFP®, (https://bfgfa.com/) is the CEO of BFG Financial Advisors, host of the Don't Retire… Graduate! podcast, author of the Don't Retire… Graduate! book, and regular contributor to Forbes.com. He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums. Linkedin: https://www.linkedin.com/in/ebrotman/ Company LinkedIn:https://www.linkedin.com/company/bfgfa/ Website: https://bfgfa.com/ Twitter: https://twitter.com/brotmanplanning Facebook: https://www.facebook.com/BFGFinancialAdvisors/ Instagram: https://www.instagram.com/bfgfinancialadvisors/ ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

00:10 | Andreessen is a Techno-Optimist- Marc Andreessen is co-founder of Andreessen Horowitz, a $35b AUM venture capital firm- "The Techno-Optimist Manifesto" celebrates potential of technology, markets, and human intelligence for societal progress and abundance- Challenges tech stagnation, anti-technology sentiment, and excessive tech regulation- Created in response to government and public apprehension on AI, the metaverse, nuclear technology, and other emerging tech01:40 | SpaceX 2nd Starship attempt- FAA completes safety review of SpaceX's Starship rocket, clearing major hurdle for its second liftoff- Next US Fish and Wildlife Service review and approve the new water deluge system- Launch date remains TBD02:32 | Startup bankruptcies could be a bottoming?- OliveAI, Convoy, Pebble, Hello Bello all declared bankruptcy or had a fire sale- Each were big companies that a few years back would have easily been able to raise additional capital to keep going- Large business failures like this force startup CEOs to recognize that they need to drive to profitability fast in order to control their own destiny and also acknowledge that the valuations of their businesses are not going back to 2021 levels- The goal is to get to market clearing prices and these realizations are catalysts to get the market there03:57 | X.com -57% to $19b- X announced a $19b internal valuation, -57% below the Musk purchase price of $44b- Musk envisions X as the ‘everything app', implying integration of functionalities like tweets, YouTube videos, checking accounts, Venmo, merchant payments, sports betting, news article micro-payments, and shopping- Investment thesis for X centers on Musk's ability to [1] actualize the 'everything app' concept, and [2] its potential adoption by US users akin to Chinese users' engagement with WeChat, the China ‘everything app'- WeChat a primary product for Tencent with a $373b market cap06:11 | Anthropic +400% in 5 months- Google invests $500m now and commits $1.5b in the future at a $25b post-money valuation (source Pitchbook)- Google previously invested $300m in Apr 2023 for a 10% stake- Amazon invested $1.25b in Sep 2023, with potential to add $2.75b at a future date07:18 | Big capital raises- Anthropic (www.anthropic.com) | $2.0b Series F, $25b valuation- Pony.ai (www.pony.ai) | $100m Series D2, $8.5b valuation- Island (www.island.io) | $100m Series C, $1.5b valuation- Zhizi Automobile (www.xn--i8sq31b1uyx4b.com) | $76m Series B, $1.45b valuation- AgentSync (www.agentsync.io) | $125m Series B, $1.25b valuation08:28 | Pre-IPO -0.21% for week- Week winners: Klarna +2.81%, Rippling +2.41%, Scale.ai +1.53%, Airtable +1.40%, Databricks +0.70%- Week losers: SpaceX -5.29%, Anthropic -2.82%, Deel -2.54%, Stripe -1.73%, Discord -1.64%- Top valuations: ByteDance $203b, SpaceX $152b, OpenAI $80b, Stripe $51b, Databricks $47b lead in current valuationInvest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com

As the Canadian Tech scene expands, we often are aided by Canadians abroad who have gained experience and expertise in various aspects of startup life and culture. Our guest today is Andre Charoo, Founder and GP of Maple Ventures, which invests in founders with Canadian roots.We spoke about the lack of early-stage Canadian investors on the cap tables of successful companies like Instacart and Wish even though their founders have Canadian roots and what it was like being an early employee at both Uber and Hired.Maple started in 2016 with just $1.2m in commitments and currently has over $16M in AUM.And John Ruffolo is back to discuss the news.About Andre Charoo:Andre Charoo is the Founding Managing Partner at Maple VC, an early-stage venture capital fund based in San Francisco that backs Canadian-led companies. Andre's deep operational expertise stems from helping to scale some of the most successful companies around, including his time as one of the first 25 employees at both Uber and Hired. He is also a Co-Chair of The C100, an influential community of Canadians in tech.In this episode, we discuss:(0:01:11) News rundown with John Ruffolo(0:14:09) Andre's jounrey from Markham, Ontario to Silicon Valley investor(0:31:19) Lessons from being an early employee at Uber and Hired(0:38:21) The problem with Canadian investors(0:40:11) Why all successes are unique(0:43:03) How he signed on to be a Venture Partner with Inovia Capital(0:47:23) Operating from his homebase in Seoul, SK while investing in North America(0:53:39) Tools he uses to stay organized(0:55:48) How Maple's portfolio construction has evolved(1:00:20) Demonstrat value and viability to his LPsFast Favorites:*

This is a free preview of a paid episode. To hear more, visit www.auburnobserver.comJustin, Dan and Painter burn the midnight oil to bring you the first two-sport episode of the 2023 crossover season at The Observer: An Auburn basketball recap and an Auburn football preview.Justin and Dan start by breaking down what they saw from Auburn basketball's 102-66 exhibition win over AUM. They look at how the Tigers performed without Aden Holl…

Frank T. Timons is the Founder, CEO and CIO of Pier 88 Investment Partners wherein he pioneered the Lake Geneva Strategy which applied a venture capital approach to the small and mid cap public markets. His innovative investment process has identified 50 public portfolio companies which became the subject of a strategic take over by larger industry player or take out by private equity firm. He is regarded as a creative thought leader in the investment industry. Frank has been an investor in disruptive technologies for over two decades, and a mentor to entrepreneurs and executive management teams. Prior to building Pier 88 into a firm with over $500M in AUM, Frank had multiple investment roles at Lord Abbett managing multi-billion dollar portfolios across equities and convertible bonds. Frank was a Research Analyst at Robert W. Baird & Co where he focused on computer infrastructure and network storage. He began his investment career at Sun MicroSystems focusing on venture capital and M&A. Frank holds a B.A. and J.D. from the University of Notre Dame and an M.B.A. from the University of Chicago.

Ryan Lavoie, Tom Peavy, and Kam Berry discuss Auburn football's win over Mississippi State and begin to transition over to Vanderbilt! They also talk about the first CFB Playoff rankings and being to talk some Auburn basketball as they get set to host AUM in an exhibition game! Enjoy this Wednesday's edition of SportsCall!!

What does it look like to scale your RIA and how long does it take? How big of an impact does it really make to have a niche? When should you start hiring, and who should it be when you do?  Co-Founders Alan Moore and Michael Kitces met onstage this year to review the highlights of the seventh-annual Member Benchmarking Study in this episode of XYPN Radio. Every year, the study gathers information from XYPN member participants to get an accurate picture of how advisors are doing in their firms.  This episode tells the story of how XYPN firms are scaling and what to look out for in your own journey. Whether you're getting ready to launch, are in your first years, or are already established, this is an episode you won't want to miss.   Notes:  (1:04) What the benchmarking study is and how it is conducted. (2:33) Chart 1 - The median annual growth rate of client relationships since 2018. Unlike other figures that largely are talking about AUM, this gives a real snapshot of growth rates of fee for service models. Alan and Michael discuss how fee for service models stand up to economic cycles and interest rates as seen over the last seven years (16:37) Chart 2 - Average annual revenue for those who join with few to no clients.   We want to be realistic when we tell you what to expect as you start your firm and have the data to back it up! Alan and Michael discuss what the data means and how it shapes those pivotal early years. (23:46) Chart 3 - Revenue growth by niche vs no niche.  Broken up by Implementation (0-20 clients), Building (20-75 clients), and Scaling (75 client households and/or 150K revenue) phases. (37:55) Chart 4 - Percentage of Advisors leveraging in-house or outsourced staff and number of clients. For someone looking to hire, this is an important one! (49:15) Chart 5 - Staff productivity by business type. Whether you have a solo, boutique, or enterprise practice, we take a look revenue per advisor as staff gets added to the business.  

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn't solely measured by AUM. Evan's insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms. https://bit.ly/3S3MXze

Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal's companies use cutting-edge real estate analytics technology to source and acquire OR build large commercial properties across the U.S. Current portfolio is over 4,800 units, with an AUM value (upon completion) of over $1 Billion. If you want to reach out to Neal to access his presentation about why NOW is the best time to buy Multifamily, please email him at neal@grocapitus.com 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

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Robert Fragasso (https://www.fragassoadvisors.com/⁠), the founder of Fragasso Financial Advisors, with over 51 years of success in the industry. Bob shares his journey into finance and the keys to building trust with clients for generations. With more than five decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer. He has combined his experience in the industry with his entrepreneurial spirit, carefully constructing a vision that has positioned the firm for growth and longevity. He has paid particular attention to refining the firm's processes and systems to make the inner workings of the company extremely efficient, including rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. Bob has put a highly evolved management team in place to provide unparalleled quality assurance and perpetuity for the firm. LinkedIn: https://www.linkedin.com/in/robertfragasso/ Website: https://www.fragassoadvisors.com/ Twitter: https://twitter.com/FragassoAdvisor Book: https://www.amazon.com/Starting-Your-Own-Practice-Independence/dp/1119723000 Animal Friends for Veterans: https://www.thinkingoutsidethecage.org/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Jean is one of the few BTR syndicators in town, most BTR developers in Phoenix are Institutions or Private Investors. I hope you enjoy what he had to say on the tpic as much as I did! Some points of discussion covered include:  Dreaming to be a lender from a young age Using a pool fund to lend from Scaling up a BTR fund to do it big Why should someone invest in BTR? Institutional capital has left Retail and Office to go into BTR Renters prefer a yard and SFR's to rent more than apartments Build to Rent vs Build to Sell There is a 6 Million home shortage of houses  You can build BTR, Retn it Now, Sell it Later Make sure to individually plat the lots for multiple exit strategies Subcontractors will give you a great price when you build in bulk Institutions will pay a premium for larger portfolios of BTR AZ has a Spec Builder tax that gets voided after two years of holding You can pick the ideal time to sell based off future cap rate predictions What are the benefits of investing in AZ Benefits of Build to Rent Capital Raising for Development Using Regulation D. 506(c) exemptions  Hard Money Lending Funds for BTR in AZ Investors often have two investment theses that can both be addressed Individual mezzanine lenders may not need to be accredited How do you lend money in AZ (post lighting round) Find Jean at klinkloans.com & klinkfunds.com   Check Out InvestNext.com as the preferred investor portal of the show.  Whether you have $5M or $500 million AUM, InvestNext delivers an institution-grade experience to your investors and automates tasks like K-1 distributions with a single click. investnext.com   Book a call with Ruben at calendly.com/rubengreth If you would like to find out more about Family Office Capital Raising events you can visit familyoffices.com/# Mention the Capital Raiser Show to get 40% off at FamilyOffices.com  

In this podcast episode, Zach Haptonstall, CEO of Rice 48 Equity, charts his meteoric ascent in real estate. Starting from zero in 2019, he overcame challenges to manage assets worth $1.5 billion today. With roots in healthcare sales, Zach shares insights on networking, the importance of a track record, and leveraging partnerships in the multifamily real estate sector. An episode showcasing grit, transition, and strategic growth. Key Takeaways to Listen for Healthcare to Real Estate: Zach's background in healthcare sales enriched his networking skills for real estate success. Networking is Key: Strong professional relationships can unlock major real estate opportunities. Trust Through Track Record: A positive history in real estate builds credibility with investors. Partnerships Amplify Growth: Collaborative efforts are crucial in managing large assets in multifamily real estate. Resilience in Transition: Zach's rapid rise in AUM underscores the value of adaptability in the industry. Connect with Us To 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.   Follow Me on Social Media Facebook: Javier A Hinojo Jr. Facebook Group: Billion Dollar Multifamily and Commercial Real Estate YouTube Channel: Javier Hinojo Instagram: @javierhinojojr TikTok: @javierhinojojr X: @JavierHinojoJr The Naked Truth About Real Estate Investing on Spotify

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Shannon McLay (https://financialgym.com/) is the CEO and founder of The Financial Gym, a revolutionary financial services company focused on financial wellness for all. After a 13-year career in finance, ultimately working for Bank of America Merrill Lynch, assisting high net worth individuals, Shannon recognized the need to create a financial services company that would provide clients of all financial shapes and sizes the financial partner they needed to achieve their goals. The Financial Gym is a national, personal financial services company that takes a fitness-inspired approach to its clients' finances. Certified Financial Trainers or your B.F.F. (Best Financial Friend) work one-on-one with clients on a regular basis to teach them financial literacy, how to be accountable for their money, how to make smarter, more strategic decisions about their finances; and most importantly how to have a healthy relationship with money. LinkedIn: https://www.linkedin.com/in/shannon-mclay-8b24539/ Website: https://financialgym.com/ Twitter: https://twitter.com/blonde_finance Instagram: https://www.instagram.com/thefinancialgym/ TikTok: https://www.tiktok.com/@thefinancialgym ----------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Sarah-Catherine Gutierrez is the founder of Aptus Financial, a fee-only financial planning firm based out of Arkansas that is nearing $2 million in revenue for 480 client households. What stands out about Sarah Catherine is how she has built a multi-advisor, flat-fee, advice-only firm, challenging the industry's common reliance on AUM. Her success is attributed to sustainable marketing systems that allow advisors to concentrate solely on efficient financial planning, free from the distractions of client prospecting. Listen in as Sarah-Catherine shares her strategic approach to transparently communicate her value through her financial planning fee structure and the creation of a trust-based Center of Influence, which eliminates the stress of prospect acquisition. We also discuss her efficient onboarding process that transforms prospects into clients within just two calls, her decision to segment planning fees, and the inspiration behind her custom financial planning spreadsheet. You'll hear about her tailored cashflow strategies for new physicians, her journey in trusting her instincts as a founder, and the ways her unique marketing approach has opened doors to speaking engagements and fresh prospect avenues. For show notes and more visit: https://www.kitces.com/356

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Elliot H Kallen (http://www.prosperityfinancialgroup.com/) is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc. and is a frequent keynote speaker to charities, podcasts and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B'nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, a top-tier Financial Advisory Firm, and Partner in Prosperity Wealth Management, he has led his organizations to be actively involved with many charities as this has been a lifelong theme. Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and is having a major impact on the lives of our teens and parents. LinkedIn: https://www.linkedin.com/in/elliotkallen/ Company Linkedin: https://www.linkedin.com/company/prosperity-financial-group/ Website: http://www.prosperityfinancialgroup.com/ Facebook: https://www.facebook.com/ProsperityFinancialGroupInc Instagram: https://www.instagram.com/prosperityfinancialgroup/ Youtube: https://www.youtube.com/channel/UCynH32iE0vZHwczDLmluCNw --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Brian Allen (https://pension-consultants.com/) is the founder and chairman of Pension Consultants, Inc. and served as its President through 2016. During that time, the firm grew to become one of the nation's largest independent plan advisers while earning industry recognition and numerous awards. Among those awards, PlanAdviser listed us on their Top 100 list many years and Plan Sponsor twice named us as a finalist (top 5) for their Plan Adviser of the Year (large team). His passion is for the industry to develop and maintain professional status. By that, he means for it to be academically driven, committed to eliminating any and all conflicts of interest and transparently reporting and holding ourselves accountable for our performance contribution. In short, he wants to see the plan adviser industry respected and trusted through transparency and accountability. LinkedIn: https://www.linkedin.com/in/brianallenretireadviser1/ Website: https://pension-consultants.com/ Twitter: https://twitter.com/RetireAdviser1 Facebook: https://www.facebook.com/RewardingRetirement Pension Consultants, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser. --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://facebook.com/ultrahighnetworthclients Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: Brian Allen is Founder, Chairman, and CEO of Pension Consultants, Inc. (PCI) of Springfield, Missouri. PCI is registered with the U.S. Securities and Exchange Commission as an investment adviser. This recording contains Brian's opinions as a result of an extensive background in the investment and plan adviser industries. There are no guarantees that the ideas or strategies discussed will result in successful outcomes. This recording does not constitute a description of PCI services and is not a solicitation or offer for PCI services. For information regarding PCI services, please call 800.234.9584, or visit pension-consultants.com. DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.