Podcasts about aum

This week, Marc Boiron (CEO, Polygon Labs) and Sandeep Nailwal (CEO, Polygon Foundation) joined Yano to dive into all the happenings at Polygon, their comeback plan, how the industry has shifted since last cycle, the best business models currently for chains and how Katana and the Agglayer will push not only the project, but crypto forward. -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Marc - https://x.com/0xMarcB Follow Sandeep - https://x.com/sandeepnailwal Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Crypto never sleeps. So we built an Al analyst that never blinks.Meet Focal by FalconX: a GenAI insights engine built for institutional crypto.Already used by 80+ funds managing $10B+ in AUM.- Screen, chart, and analyze 1300+ tokens- Summarize market-moving news instantly- Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The TieGet started today: https://askfocal.com -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit https://www.ledn.io to learn more. -- Chapters: 00:00 Intro 01:58 The Industry Today, As A Builder 06:45 Easier/More Difficult Than Last Cycle 15:36 Ads (Skale) 16:28 Sandeep + Polygon Foundation 21:52 2 Business Models For Chains 36:54 Ads (Skale) 37:47 Katana Explored 46:03 Why Katana 55:26 Ads (Falcon x,LEDN) 01:09:53 Polygon's Future Vision — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Don tackles a stack of listener questions in this rapid-fire Friday Q&A, covering what a financial plan should cost, how tipping might work in a cashless future, and how to fine-tune a retirement portfolio with Avantis funds. He also addresses important estate planning steps after a death, how to use QCDs with inherited IRAs, and whether AUM fees are worth it compared to hourly planners. Along the way, he reflects on why he still manages his own money—and maybe shouldn't. 0:04 Intro to Friday Q&A and how listener questions are selected 2:12 What should a detailed retirement plan cost? Median price range explained 4:33 How will we tip in a cashless society? From bellboys to Bitcoin to Apple Pay 7:39 Listener portfolio check: 85% AVGE, 10% AVUV, 5% AVDV—too tilted? 11:36 Credit after death: Should an executor notify the credit bureaus? Yes—and how 13:45 Inherited IRA RMD workaround: Can QCDs help avoid taxes before age 70½? 17:02 AUM fees vs. flat-fee advisors: Is paying more for more assets fair? 25:51 Why Don still manages his own money (for now)—inertia, taxes, and habits Learn more about your ad choices. Visit megaphone.fm/adchoices

David W. Anderson is the CEO & Founder of Off Madison Ave, a strategic marketing agency generating $2M+ in monthly revenue. With over 25 years of experience and four successful acquisitions under his belt, David helps companies thrive through innovation, team leadership, and high-impact decision-making. He also serves as Advisory Board Chair at LighthousePE and is the former Global Chair of the Entrepreneurs' Organization (EO).In this episode, Chris and David discuss:Why visionary leaders must think five steps aheadHow AI and global talent are reshaping business operationsWhat separates A-players from support players in modern teamsWhy most companies are failing to adopt fast enoughHow to future-proof your business with the right tools and peopleConnect with David:LinkedInWebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:InstagramTikTokYouTubeFacebookTwitteriTunesSpotifyWebsiteWork with usDISCLAIMER: 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.

Cardano DeFi is heating up this winter with a flurry of activity across lending, perpetuals, stablecoins, and community engagement.Strike Finance has now opened liquidity provisioning for users, allowing ADA holders to deposit funds that fuel leverage trading on the platform. This significantly boosts available liquidity and increases max position sizes. Liquidity providers and $STRIKE stakers benefit from trading fees, with usage metrics already trending upward.Flow, a new perpetual lending platform on Cardano, is currently holding a token sale. With 5 million ADA raised in just one day, community demand is clear. The platform promises loans without maturity dates and will enable users to use the $FLOW token for staking, governance, and pool creation. The token sale is pro-rata and fully decentralised, with a 68% public allocation.A major proposal is also making waves—allocating $100 million USD worth of ADA from the Cardano Treasury into stablecoins, Bitcoin, and other assets to create a sovereign wealth fund. Advocates see this as a critical move to inject liquidity and kickstart Cardano DeFi. Concerns remain around sell pressure and execution, but overall sentiment seems to favour the plan as a needed catalyst.USDM's Jillian provided valuable insight into how yield works in fiat-backed stablecoins, explaining how platforms like Coinbase offer interest through profit-sharing agreements, while issuers like Moneta Digital (behind USDM) are legally prohibited from doing the same directly. USDM needs to reach 150–200 million AUM to begin yielding returns via DeFi partners like Minswap or Liquid.On the lighter side, SNEK.FUN continues to innovate with new community tools including live wallet-linked chat during token sales. They're also launching 1,111 unique figurines, each signed by the artists who brought them to life—blending digital culture with physical collectables.Finally, Peter announces a limited-edition CardanoPress Wapuu pin giveaway for anyone with a live CardanoPress-powered site. Only 25 will be made, a nod to both the WordPress and Cardano communities.

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Jen Choi is CEO of ILPA – the Institutional Limited Partners Association, where she has spent over a decade. She previously spent over 7 years at the Emerging Markets Private Equity Association.Our conversation traces her background and her path to representing LPs and their interests in the fast-pace private asset arena. Our conversation has a strong emphasis on transparency – we open with a quote around sunlight being the best disinfectant.This takes us to a discussion about demystifying the often-opaque world of private assets, the evolution of the position of the LP and the current state of the pendulum in terms of where it is sitting. We hear about the evolving ILPA standards, getting buy-in across a global LP population and the importance of collective action as well as standardization.Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025.GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.comResolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is running the long race — in investing and in running.We sit down with prolific long distance runner, Blue Owl Capital's Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance.Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capital Management, where he was also the CIO. Ivan and team grew Atalaya to over $10B in AUM from 2006 to 2024 before being acquired by Blue Owl Capital for $450M (and $800M with earnouts).As part of the transaction, Ivan became Managing Director at Blue Owl and is the Head of Alternative Credit, where the firm is now expanding its footprint due to Atalaya's expertise. Ivan is as prolific outside of the office as he is in it — he is a long distance runner, running 100 mile races, and was a NCAA All-American tennis player, which comes as no surprise given the discipline, focus and expertise required to excel at the activities he's done throughout his career in work and sport. He's also a Board member of the USTA Foundation.Ivan and I had a fascinating conversation about the evolution of private credit and the growth of asset-based finance. We discussed:How and why ABF has grown within the private credit ecosystem.ABF's market structure and a “trip down main street.”The potential size of the ABF market.Why moving assets off bank balance sheets can help the financial system.Why private credit is a data rich asset.Where ABF fits in a portfolio.Why consumer credit is potentially misunderstood within private credit.Thanks Ivan for coming on the show to share your wisdom and expertise on private credit and ABF. Good luck to anyone keeping up with you on a long run though!You can also see a recent Q&A with Ivan about private credit and ABF on AGM here.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Introducing Ivan Zinn03:49 Parallels Between Running and Business05:32 Early Days of Private Credit06:52 Post-GFC Changes in Private Credit07:31 Evolution of Atalaya's Business Model08:21 Growth of Asset-Based Finance09:38 FinTech's Role in Private Credit11:09 Importance of Stable Capital Sources21:09 Concentration Risks in Private Credit22:27 Defining Asset-Based Finance (ABF)22:53 Different Flavors of ABF27:43 Investor Exposure and Risk in Private Credit29:46 Direct Lending vs. Public Credit36:02 Consumer Credit and Perceived Risks37:36 Debunking the Cyclical Perception of Credit Risk38:22 The Utility of Credit Cards During Financial Crises38:44 The Resilience of ABS and Diversified Portfolios39:07 The Role of Data Science in Credit Analysis39:32 Surviving the GFC: A Benchmark for Credit Pools39:53 Diversification in ABF and Private Credit40:48 Selective Approach to Consumer Credit41:36 The Importance of Manager Selection in Credit Investing42:11 Private Market Transactions and Large Announcements42:40 The Journey from Atalaya to Blue Owl43:25 Challenges in Institutional Fundraising and Capital Formation44:20 The Need for Diverse Capital Sources45:43 Integration and Cultural Fit with Blue Owl46:16 The Role of Data Science and Innovation in Credit50:22 The Wealth Channel and Private Credit50:50 Private Credit as a Fixed Income Replacement52:34 Transparency and Market Structure in Private Credit55:55 Educating Investors on Private Credit57:48 The Evolution and Adoption of ABF01:00:15 The Growth of Private Credit Market01:01:28 Challenges and Opportunities in Private Credit01:03:45 The Importance of Scale in Credit Investing01:04:28 Vertical Integration in Financing01:05:26 Relentless Forward Progress in Credit Investing01:06:31 Memorable Investments and Risk-Reward Balance Editing and post-production work for this episode was provided by The Podcast Consultant.

My guest today is Sugandhi Matta, Chief Impact Officer at ABC Impact – the largest Pan-Asian impact-dedicated private equity fund, with nearly $900 million in AUM.Sugandhi began her career focused on growth and returns — first at Temasek, and later at Actis. But after a breast cancer diagnosis in her early thirties, she returned to work with a new question: What if she could apply her investing skills to businesses solving real problems?That question led her to LeapFrog Investments — and eventually to ABC Impact, where she became one of the founding partners. From the ground up, she helped build a fund that integrates impact into every step of the investment process, from deal screening to reporting.Today, ABC Impact invests across four themes:Climate and water solutionsFinancial and digital inclusionBetter health and educationSustainable food and agricultureSugandhi leads the firm's impact team. They developed a proprietary system rooted in the five dimensions of the Impact Management Project and tailored to ABC's sectors.The internal language centers on three Cs: consistency, comparability, and communicability. It's a disciplined approach – built to align intention, data, and outcomes across the portfolio.Sugandhi's goal is to hold impact to the same standard as IRR.However, she points out that the burden of proof is often uneven. Expected returns are taken at face value. Impact is asked to justify itself at every turn. Because investors don't yet trust its metrics the way they trust financial ones.The double standard isn't just about data. It's about gender, too.As one of the few female investment leads in Asia's private equity ecosystem, Sugandhi has had to thread her way through what she calls the “quiet skepticism” – the unspoken assumptions around risk appetite, ambition, or expertise.Even now, she's often the only woman in the room with GPs or LPs. She doesn't lead with gender, but she's aware of how it plays out. The skepticism is often unspoken, but present.Over time, she's learned not to internalize it. Instead, she focuses on the work, knowing that – fairly or not – being a woman in this space can mean having to prove yourself just a little more.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:ABC Impact websiteABC Impact LinkedInSugandhi Matta LinkedInABC's 2020 Impact ReportABC's 2024 Impact ReportInsights from Dalberg and ABC Impact's User-Centered Study—SRI360 interviews mentioned:

Tarun Aleti (https://www.linkedin.com/in/tarun-aleti/) is the Co-Founder & Chief Product & Technology Officer at PartRunner, a last-mile logistics platform helping construction, HVAC, electrical, and industrial companies move big and bulky materials with ease. With operations across 12 Mexican states and headquarters in Austin, PartRunner is scaling fast through technology, strategic fleet partnerships, and a first-mover advantage.In this episode, Chris and Tarun discuss:Why the “Uber for logistics” model is working in MexicoHow to scale a last-mile delivery platform without owning any trucksWhat makes the big & bulky market so complex - and profitableThe operational lessons from serving 50+ routes per dayLinkedIn: https://www.linkedin.com/in/tarun-aleti/Website: https://logistics.partrunner.com/Maximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: 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.

This week, Jason is joined by Shiliang and Josh to discuss derivatives, perps, trade ideas, the state of the overall market and Public Crypto Vehicles' impact on the market.  -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Shiliang: https://x.com/ShiliangTang Follow Josh: https://x.com/joshua_j_lim Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Crypto never sleeps. So we built an Al analyst that never blinks. Meet Focal by FalconX: a GenAI insights engine built for institutional crypto.Already used by 80+ funds managing $10B+ in AUM.- Screen, chart, and analyze 1300+ tokens- Summarize market-moving news instantly- Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie Get started today: https://askfocal.com -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io to learn more. -- Chapters: (00:00) Intro (02:47) Arbelos Founding Story (09:25) Still One Big Trade? (12:14) Ads (Skale) (13:07) Derivatives Market Explained (18:26) Perps Explained (20:53) Venture & Liquid Funds (23:41) Inefficiencies In Crypto Market (24:56) State Of The Market (29:49) Impact Of Liquidity Drains (32:54) Ads (Skale) (33:46) Public Crypto Vehicles + Risks (48:27) Ads (Falcon x,LEDN) (50:15) Does The Cycle Still Exist? (51:38) Deribit Deal (57:38) Bitcoin ETFs (01:03:34) Hyperliquid (01:07:42) Trade Ideas — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Real estate rebel Hilary Saunders (https://www.side.com/) is a co-founder of Side and serves as its Chief Broker Officer. In this role, she's on a mission to challenge industry norms and elevate standards for the Side Community and beyond. She brings 20 years of industry experience to the table. Before starting Side, she operated a boutique real estate brokerage and a law firm specializing in real estate transactions. She holds B.A. degrees in Communications, German, and Accounting from the University of San Diego, along with J.D. and LL.M. Taxation degrees from Golden Gate University.In this episode, Chris and Hilary discuss:1. From Set-It-and-Forget-It to Hands-On Growth2. Behind the Scenes of High-Performing Real Estate Businesses3. Own Your Brand, Own Your Future4. The Business Ownership ModelLinkedIn: https://www.linkedin.com/in/hilaryhedemark/ Website: https://www.side.com/ 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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. 

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3179: ESI reveals the unsettling truth behind many so-called financial advisors, showing how little expertise some bring to the table, and how much it could cost you. With real-world locker room eavesdropping and a compelling breakdown of AUM fees, this piece empowers you to take charge of your own finances and avoid being sold instead of served. Read along with the original article(s) here: https://esimoney.com/financial-locker-room-talk/ Quotes to ponder: "It's really a sales job more than anything." "They call me a financial advisor because it sounds better but I'm really mostly an insurance salesman." "There's no reason you can't be your own money manager and be quite good at it." Episode references: Morningstar on Actively Managed Funds vs. Index Funds: https://www.morningstar.com/lp/active-vs-passive Vanguard Total Stock Market Index Fund (VTSAX): https://investor.vanguard.com/investment-products/mutual-funds/profile/vtsax Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3179: ESI reveals the unsettling truth behind many so-called financial advisors, showing how little expertise some bring to the table, and how much it could cost you. With real-world locker room eavesdropping and a compelling breakdown of AUM fees, this piece empowers you to take charge of your own finances and avoid being sold instead of served. Read along with the original article(s) here: https://esimoney.com/financial-locker-room-talk/ Quotes to ponder: "It's really a sales job more than anything." "They call me a financial advisor because it sounds better but I'm really mostly an insurance salesman." "There's no reason you can't be your own money manager and be quite good at it." Episode references: Morningstar on Actively Managed Funds vs. Index Funds: https://www.morningstar.com/lp/active-vs-passive Vanguard Total Stock Market Index Fund (VTSAX): https://investor.vanguard.com/investment-products/mutual-funds/profile/vtsax Learn more about your ad choices. Visit megaphone.fm/adchoices

Em entrevista ao Café com Investidor, Felipe Guerra, sócio da Legacy Capital, diz que não está otimista com a bolsa brasileira, acredita que os juros vão ficar altos por muito tempo e explica como está posicionado no mundo e no Brasil. Confira um resumo dos principais temas deste episódio: 00:00 – Abertura Apresentação do programa e de Felipe Guerra, sócio da Legacy Capital. 00:41 – História da Legacy Como surgiu a gestora e sua atuação em multimercado e crédito. 03:00 – Crescimento e gestão internacional Evolução do AUM e exposição a ações globais. 05:00 – Bolsa brasileira: otimismo ou cautela? Guerra se mostra cauteloso: prêmio de risco comprimido e preferência por renda fixa. 07:40 – Juros no Brasil Análise do ciclo de alta, resiliência da economia e possível início de cortes em dezembro. 11:00 – “Corredor polonês” do BC Metáfora sobre a pressão sobre o Banco Central e sua atuação técnica. 13:00 – Questão fiscal e MP do IOF Críticas ao aumento de impostos e à falta de reformas estruturantes. 19:00 – Tributação de investimentos Defesa de alíquota única e crítica a distorções como os produtos isentos. 21:00 – Impacto das “Trumpalhadas” Instabilidade causada por Trump leva à diversificação e enfraquecimento do dólar. 26:00 – Tese estrutural: tecnologia e energia Investimentos em IA, semicondutores, cloud e urânio. 30:00 – Tese conjuntural: diversificação global Fluxo para emergentes como o Brasil; impacto positivo nas bolsas e moedas. 36:00 – Brasil: melhora por efeito global Ativos brasileiros se valorizando mais pela conjuntura externa do que por mérito local. 40:50 – Posição no Brasil Carteira neutra em ações, foco em NTN-B, juros e moeda. 43:15 – Bate-bola final Erros, acertos, livro favorito (Outsiders) e um mantra sobre investir com seletividade. (Resumo realizado por inteligência artificial)

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3179: ESI reveals the unsettling truth behind many so-called financial advisors, showing how little expertise some bring to the table, and how much it could cost you. With real-world locker room eavesdropping and a compelling breakdown of AUM fees, this piece empowers you to take charge of your own finances and avoid being sold instead of served. Read along with the original article(s) here: https://esimoney.com/financial-locker-room-talk/ Quotes to ponder: "It's really a sales job more than anything." "They call me a financial advisor because it sounds better but I'm really mostly an insurance salesman." "There's no reason you can't be your own money manager and be quite good at it." Episode references: Morningstar on Actively Managed Funds vs. Index Funds: https://www.morningstar.com/lp/active-vs-passive Vanguard Total Stock Market Index Fund (VTSAX): https://investor.vanguard.com/investment-products/mutual-funds/profile/vtsax Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin and ETH rebound amid geopolitical tensions — BTC fell toward $104,800 but recovered to $105,000, while ETH dipped over 7% before bouncing back toward $2,800, reflecting cautious investor sentiment.BlackRock's spot ETFs break records — The IBIT fund surpassed $70 billion in AUM in less than 18 months, with over $1 billion in new inflows just this week — ETH ETFs are outperforming their Bitcoin counterparts.Ripple, Solana, and Altcoins under pressure — XRP drops nearly 4% due to profit-taking, and SOL falls nearly 9% amid broad selloffs; meanwhile, enterprise and legislative momentum grow alongside growing worries in the market.HYPE steals the show with a new all-time high — HYPE surges 15.5% above $42, adding a strong contrast to the weakness elsewhere — a clear sign of ongoing speculative activity.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients"Vincent Van Dorn (LinkedIn), is a financial advisor and wealth manager with over 25 years of experience on Wall Street. Vincent shares his journey from the Netherlands to New York City, his transition into the financial sector, and the founding of his own wealth management boutique in 2013. He shares the cultural differences between the US and Europe, the challenges and rewards of starting a business, and the implications of AI and machine learning in the financial advisory industry.In this episode, Vincent and Chris discuss:Starting a Wealth Management BoutiqueInvestment Strategies and Client RelationsThe Impact of AI on Financial AdvisoryMethods for Finding Investment OpportunitiesPreferred Links:LinkedInWebsiteMaximize your marketing, close more clients, and amplify your AUM by following us on:InstagramTikTokYouTubeFacebookTwitteriTunesSpotifyWebsiteWork with usDISCLAIMER: 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/  Tim Newton is the CEO & Wealth Manager at Newton Financial Solutions, LLC (https://www.newtonfinancialsolutions.com/). Newton Financial Solutions was born in 2007 when Tim and John Newton decided to pursue their dream of running a joint practice in the financial services industry. Tim wants to improve his clients' lives by finding the right solution and encouraging them to be lifelong partners in their own financial plan.In this episode, Chris and Tim discuss:1. Building Wealth by Putting People First2. Client-Centered Advisory3. Leveraging Referrals Without Solicitation4. Keeping Clients for the Long HaulLinkedIn: https://www.linkedin.com/in/tim-newton-70b692b/ Website: https://www.newtonfinancialsolutions.com/ 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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. 

Today's world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like the zero cost collars create both upside and downside guardrails on returns. These strategies can be back-tested. Because they also exist in the market, with more than $200bln in AuM, the performance of the funds can be evaluated as well. With this in mind, it was a pleasure to welcome Dan Villalon, Global Co-Head of Portfolio Solutions at AQR Capital Management, back to the Alpha Exchange. Dan walks us through the findings from his research, published in a two-part series on the AQR website. In these notes, Dan dissects the drawdowns and returns across these funds. The findings are rather striking: across a wide sample of buffered funds and option-based strategies, very few delivered both higher returns and smaller drawdowns. In fact, most underperformed their beta-adjusted benchmarks on both fronts—meaning they not only lagged in returns but also failed to meaningfully protect against losses in periods like the COVID crash, the 2022 inflation-driven drawdown, and the volatility of early 2025. Even strategies designed explicitly for downside protection often fell short when it mattered most. I am a big believer in option strategies and in the value of the SPX options market as a vehicle to transfer risk. These results were a surprise to me.Dan outlines three key drivers: the persistent cost of buying options, the structural frictions involved in implementation, and the surprisingly high management fees for such rules-based products. Dan also introduces a more behavioral theory—what he calls the "placebo effect": the idea that investors feel safer simply because they're told they're protected, even when the data shows otherwise. I hope you enjoy this episode of the Alpha Exchange, my conversation with Dan Villalon.

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Is buying a business a better investment than real estate? In this episode, Sean Tagge breaks down his transition from flipping homes to multifamily syndications—and now—to buying businesses. This ROI showdown offers real-world insights from a serial entrepreneur and investor who knows how to scale both sides. Expanded Description: Sean Tagge joins Dave Dubeau to talk about his incredible evolution as an investor—from flipping over 1,500 homes to acquiring multifamily properties and now expanding into buying businesses. With $135 million AUM in real estate and a new $5 million business under his belt, Sean shares his journey, motivations, and lessons learned. Sean reveals the strategic reasons behind moving into business ownership, including the power of SBA loans, the inefficiencies in trades-based industries, and how his background in real estate gives him an edge. You'll hear how he's already improving operations in his countertop and cabinet business using tech, marketing, and processes. Whether you're a real estate pro curious about diversifying, or a new investor exploring options, Sean brings clarity to how real estate and business investing compare—and how he's growing both. Key Takeaways: The pros and cons of flipping, multifamily syndications, and business acquisitions How SBA loans enable business buying at attractive terms Why Sean believes home services businesses offer untapped ROI Systems and tech he's implementing to scale his latest acquisition How his team structure allows him to operate in both worlds   - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/  

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Mario Hernandez (https://www.longevitywealthmanagement.com/) is a Certified Financial Planner™ with over 30 years of experience in retirement planning and wealth management. He helps individuals and families make informed financial decisions through his firm's proprietary PulsePoint Formula, building multi-generational relationships rooted in trust and education. Mario writes monthly for Kiplinger and has been featured in Real Simple, NerdWallet, and U.S. News & World Report. He holds a Bachelor of Science in Accounting and Finance from Cal State University, Hayward, and a master's in financial planning from Golden Gate University.In this episode, Chris and Mario discuss:1. The Power of Focus: Stop Doing It All and Start Growing2. Planning Over Performance: The Real Differentiator3. Want Loyalty? Help with More Than Just Investments4. The Best Advice Is the Advice You Live ByLinkedIn: https://www.linkedin.com/in/mario-hernandez-cfp-1046735/ Website: https://www.longevitywealthmanagement.com/ Articles: https://www.kiplinger.com/author/mario-hernandez 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: 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. 

Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing.Fast forward to today, and Rob's resume reads like an adventure novel. He's done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel University, he knows a thing or two about how asset managers can go from scrappy startups to stable, growth-ready firms.In this Episode, Rob and Stacy dig into: Rob's backstory – how a history major with dreams of being a teacher ended up on Wall StreetLessons learned at a boutique firm with $1.6 billion AUM that grew to $76 billionRob's “middle innings” specialty: helping emerging managers bridge the gap from scrappy to institutionalWhy being able to “ride the bike while building it” matters for emerging managersWhat he learned about developing resilience and a founder's mindset through researching teenage lifeguards How raw, hard conversations with his mom behind the mic led him to host the Dakota Live! podcastThis is a conversation about growth, grit, and the power of coming home to yourself. Tune in and meet Rob! More About Rob Morier:Rob Morier is a professor at Drexel University, where he teaches courses on venture capital, early-stage finance, and private markets. With 25 years in business development and investor relations, he's passionate about empowering the next generation of entrepreneurs and investors.His research explores environmental factors in ocean lifeguarding and entrepreneurship, studying how lifeguard training fosters resilience, leadership, and decision-making. His work, based in Wildwood Crest, NJ, has been featured in Entrepreneur & Innovation Exchange, Financial Times, and the Philadelphia Inquirer.Outside academia, Rob co-founded Twelve Pound Productions LLC and hosts the Dakota Live! Podcast, where he interviews leading investors and shares insights on business and leadership. He also advises asset managers on fundraising strategies, leveraging his experience raising billions in assets.Rob lives in Philadelphia with his family and enjoys rowing, running, and biking.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership - - -Thinking about expanding your investor base beyond the US? Not sure where to start? Take our quick quiz to find out if your firm is ready to go global and get all the info at billiondollarbackstory.com/gemcap- - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

In this episode of The Advisor Journey, Ben Olsen, founder of Beemo Automation, shares his remarkable journey from financial advisor to a leading innovator in advisory technology. Ben dives deep into how his passion for improving day-to-day advisor workflows led him to create a company dedicated entirely to AI-driven solutions and automation tailored specifically for RIAs.In his conversation with hosts Will Steiner and Dasarte Yarnway, Ben highlights the most significant bottlenecks facing advisory firms today, such as onboarding, meeting preparation, and client lifecycle management. He walks through real-world examples demonstrating dramatic efficiency improvements, including a detailed case where a firm with $800M in AUM significantly increased their capacity for client meetings by automating their scheduling, preparation, and follow-up processes.Ben also addresses the critical but often overlooked area of proactive client communication and how automation can drive deeper relationships and increased referrals. He explains how firms of various sizes can begin integrating AI solutions, emphasizing a balanced approach between technology and human touch.Advisors looking to enhance their operational efficiency, scale their practice responsibly, and deliver exceptional client experiences will find practical, implementable strategies in this conversation.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

My guest today is Bill Gurley. Bill was the general partner at Benchmark Capital. He joins me for his sixth time on Invest Like the Best with his most comprehensive market analysis yet, examining the realities reshaping venture capital. Bill tackles the uncomfortable math underlying today's venture returns, with companies staying private for far longer. He also walks through why no one—from GPs to LPs to founders—has proper incentives to mark assets accurately, creating a system-wide coordination problem. And, we dig into the investment implications of AI as a platform shift, ranging from evaluating AI revenue quality to international competitive dynamics. Bill offers crucial perspective on playing the game both as it exists today and as it may evolve. Please enjoy my conversation with Bill Gurley. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠ Ramp⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠⁠ Arcana. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit arcana.io to request a demo and learn more. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:23) State of the Union: Venture Capital Edition (00:07:58) The Rise of Mega VC Funds (00:09:38) Zombie Unicorns: The Overvalued Giants (00:17:29) The IPO and M&A Market Stalemate (00:24:08) The AI Wave and Its Impact (00:26:03) Private Markets and LP Liquidity Issues (00:29:57) The Future of Capital Markets (00:37:49) Advice for Founders in a Changing Landscape (00:39:27) The High-Stakes Game of Capital Battles (00:41:35) AI: The New General Purpose Technology (00:42:57) Challenges and Opportunities in AI Revenue Models (00:44:37) The Role of Founders in the AI Revolution (00:46:44) The Impact of Time and Liquidity on Venture Capital (00:50:35) Navigating the Future of Venture Capital (00:58:45) International Dynamics in the AI Race (01:13:58) Advice for Founders in the AI Era

Host Jennifer Sanasie breaks down the latest news in the crypto industry as bitcoin and ether gain momentum.Bitcoin is up this morning following a surge of bitcoin treasury holdings among publicly listed companies and BlackRock's iShares Bitcoin Trust hitting a historic $70 billion in AUM. Plus, ether also warms back up as traders brace for key inflation data and continue to digest U.S.-China trade developments. CoinDesk's Jennifer Sanasie hosts “CoinDesk Daily.”-Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit ledn.io to learn more. -This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today returning on Sense of Soul we have Padma Aon Prakasha he is an evolutionary catalyst and wisdom author bringing together ancient wisdom and modern science. Padma's books, music and multimedia are drawn from the traditions he has been initiated into. His books include: The Power of Shakti, Womb Wisdom, Sacred Relationships (Inner Traditions), The Christ Blueprint, The Nine Eyes of Light: Ascension Keys from Egypt (NAB/Random House), Dimensions of Love, Shiva's Hologram: The Maheshwara Sutra and The Science of Sound (O Books). Since 1997 he has presented, lectured and taught in 20 countries worldwide.  After being initiated into the Brahmin lineage at age 4, he read the Bhagavad Gita followed by the Bible at age 7 and a whole host of spiritual teachings by age 11. When he was 21 he had an experience of the AUM and God Consciousness that changed his life forever, followed by a direct and unexpected meeting with Christ Yeshua. Shortly after this, Padma was initiated in India through a Near Death Experience in Badrinath by Master Babaji, and into the Saivite Lineage in Kedarnath. Further Initiations into Saivite Tantra and the RK Veda through the Arunachala Sampradaya and Ganesha followed. Padma was also Initiated into Tibetan Tantras through female teachers Prem Prabhuta and Margot Anand, and is an Initiate in the Order of Melchizedek. Padma's most powerful ‘formal' Initiations came through Sri Om, an Awakened teacher in London from the Lineage of Buddha Maitreya, associated with the enlightened wisdom of many traditions. After this, Padma sat in Samadhi, the highest form of bliss meditation, for two months, 16 hours a day. Samadhi activates the pineal gland and many dormant gifts within us, which Padma then demonstrated through his numerous books, workshops and transmissions over the ensuing years. https://padmaaon.com Visit www.senseofsoulpodcast.com

The Looming Crisis Few Want to Confront Paul Daneshrad, CEO of StarPoint Properties and author of Money and Morons, is sounding the alarm: the United States is barreling toward a sovereign debt reckoning – and real estate professionals are not nearly prepared.   Citing economists Reinhart and Rogoff, along with voices as diverse as Jamie Dimon, Jerome Powell, and Ray Dalio, Daneshrad warns that the U.S. has not only crossed the 100% debt-to-GDP threshold, widely viewed as a critical danger zone, but has kept accelerating. "We're at 120 to 140% on-balance-sheet," he notes. "If you include off-balance-sheet liabilities, we're at 300%." While the exact timing of the crisis is unknowable, Daneshrad argues that its inevitability is not. “It's not a question of if – it's when.”   Politics, Populism, and Normalcy Bias Daneshrad is quick to dismiss the conventional partisan narrative. The deficit is no longer a left-right issue, it's a bipartisan affliction. Both political parties, he argues, are fueling structural imbalances. Worse, the electorate, while voicing concern, refuses to vote for hard choices.   This disconnect is the heart of his book's provocative title: Money and Morons. “86% of Americans say they're worried about the debt,” he says. “But they won't vote for politicians willing to solve it, because that solution involves pain.”   The result is what psychologists call “normalcy bias” – an instinct to ignore looming threats and retreat into the comfort of the familiar.   Fixed-Rate Fortresses: Real Estate's First Line of Defense If the debt crisis triggers hyperinflation and a spike in interest rates, as Daneshrad expects, the implications for real estate will be seismic. His response? Radical preparation.   StarPoint has already begun shifting its portfolio into 20+ year fixed-rate debt and is moving toward 30-year structures. “It's painful. It's more expensive. But if the crisis comes in eight years, and you've got two years left on a 10-year loan, you're vulnerable.”   He emphasizes that this is not a fringe view. “Even Powell, whose mandate doesn't include the deficit, felt compelled to warn the public. That's how serious it is.”   Deleveraging with Purpose Debt levels at StarPoint are also coming down – fast. The firm is targeting 40% leverage, down from a peak of 70%. They currently sit at 54%, and the journey continues.   The rationale is clear: when interest rates jump from 6% to 15%, the re-pricing of real estate will be brutal. “That's trillions in lost value,” says Daneshrad. “You have to de-risk now.”   The Forgotten Asset: Cash Cash, often derided for its lack of yield in boom times, plays a central role in Daneshrad's playbook. “The Rockefellers, Kennedys, Guggenheims – they had cash when it mattered. They bought at two cents on the dollar.”   Berkshire Hathaway's record cash holdings reinforce this strategy. “Buffett sees limited opportunity right now and high risk. That should tell you something.”   Daneshrad recommends targeting cash reserves as a percentage of either AUM or annual free cash flow, steadily building them over time. "Public companies get punished for it. Private firms like ours have more flexibility and we're using it."   Why He's Not Buying (Yet) Despite market dislocation, Daneshrad says StarPoint is mostly sitting on the sidelines. Cap rate spreads don't justify the risk, and few deals offer the deep value he's targeting.   “We're looking for rebound plays where sellers are on their third buyer and need certainty of close. That's where the discounts are. But those opportunities are rare.”   Asked whether the mispricing stems from short-term underwriting or optimism bias, he shrugs. “We've flooded the system with liquidity. Asset prices are artificially propped up.”   Diversification and the Limits of Real Estate Daneshrad is not betting the farm on U.S. real estate. He's pursuing modest geographic diversification abroad and expanding into non-real estate asset classes. “Historically, real estate hedges inflation well but a debt crisis changes everything.”   He's candid about the difficulty: “We're not that smart. Timing a crisis is hard. But we can prepare for one.”   The Aging America Conundrum One of the more nuanced points Daneshrad raises is the intersection of demography and fiscal sustainability. Aging, he agrees, is inevitable. But the care infrastructure it requires is not financially supported. “The trustees for Social Security and Medicare, not politicians, say the funds go bankrupt in under ten years. That's $90 trillion in off-balance-sheet liabilities.” Senior housing? “A great idea if the elderly can pay. But with savings rates at historic lows, I'm not optimistic.”   Market Signals That Matter Daneshrad watches for three early signs of crisis: A gradual rise in interest rates – not driven by Fed hikes but by market demands for higher risk premiums. Breakdown of the flight-to-safety dynamic – if equities fall but bond yields rise, that's a red flag. The ‘bang moment' – as coined by Reinhart and Rogoff, when confidence evaporates overnight. As Hemingway once said about bankruptcy, it happens "gradually, then suddenly."   What He'd Do with $1 Million Today If handed an extra million in cash, Daneshrad says he'd hold 80% in cash and invest the rest. “Protect the capital. Diversify over multiple asset classes. Liquidity is opportunity.”   Final Word Paul Daneshrad's message is sobering but clear: “Protect. Prepare. Don't pretend.” He doesn't claim to predict the future. But if you accept the warnings from the smartest voices in finance and economics, the case for defensive posturing is overwhelming.   And if they're wrong? You lose a few basis points. But if they're right you survive the bang.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Krishna Mohanraj is International Portfolio Manager at Diamond Hill Capital Management, a $30bn asset manager headquartered in Columbus Ohio. Prior to joining Diamond Hill, Krishna spent time at Sanford C. Bernstein and Exelon corporation and prior to that was a product manager and solution architect.  We start by discussing Krishna's background, starting in South India, how he moved to studying engineering in the US, and working in software and consulting during the .com bubble. He pursued finance in London, covering European equities, before returning to the US to manage a global equity portfolio. He reflects on the role of chance in his career, noting that while he made decisions along the way, crucial jumps happened by accident. Moving to this current role at Diamond Hill we discuss the importance of teams, and how this is often an overlooked aspect of portfolio management. We look at how he nurtures a team – even from a largely remote base – and how autonomy is key to agency and empowerment. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025.GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.comResolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners.   

In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Aleem Nijabat, a self-employed financial planner who built £12 million in AUM without a client bank, without leads, and without a background in finance.Aleem started during lockdown, working alone from his bedroom. He had just qualified, had no clients, and relied entirely on cold outreach through LinkedIn to get started.This conversation is packed with practical advice for anyone considering a self-employed career in financial planning, especially those thinking about going it alone.What we cover:How Aleem used LinkedIn Sales Navigator to connect with ideal clientsWhy consistency in cold outreach beats waiting for inbound leadsWhat it really felt like starting during a market downturnThe role mentorship played in levelling up his client baseHow joining Foster Denovo changed the game for his businessWhy testimonials and authentic content now matter to his strategyHis goal of becoming a Senior Partner before the age of 30This episode offers a real-world view of what it takes to build a financial planning business from the ground up. It's not about shortcuts or luck - it's about showing up every day and doing the work.

This week, Jason and Santi are joined by Rob Hadick (Dragonfly), and Diogo Monica (Anchorage/Haun Ventures) to dive into the evolving crypto venture landscape. -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts-- Follow Diogo: https://x.com/diogomonica Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Marinade Labs develops staking technologies that strengthen Solana.In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations.Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Crypto asset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit https://www.marinade.finance. -- Crypto never sleeps. So we built an Al analyst that never blinks.Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM. Screen, chart, and analyze 1300+ tokens. Summarize market-moving news instantly. Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie. Get started today: https://askfocal.com -- Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app.By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space. Visit https://www.ledn.io to learn more. -- Chapters: (00:00) Intro (02:50) Current State of Venture (11:29) Ads (Skale Marinade) (13:07) Crypto Company IPOs (26:15) Crypto Treasury Companies (36:06) Ads (Skale Marinade) (37:44) How Does Hyperliquid's Success Impact Venture? (41:27) Exploring PumpDotFun's Raise (48:05) Ads (Falcon x, Aptos, LEDN) (50:36) Crypto's Most Exciting Opportunities Today (01:01:42) X & Polymarket Join Force (01:04:42) Ripple's Strategy — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry.  We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:06) Evolution of Wealth and Asset Management (00:04:18) Blurred Lines in Financial Services (00:14:18) Private Equity and Financial Advisors (00:17:05) Robo Advisors and Technological Integration (00:26:07) Evaluating Compatibility and Money in Motion (00:27:06) Peer Collaboration and Industry Insights (00:29:05) Strategic Asset Allocation for 2024 (00:29:46) Challenges for Emerging Managers (00:32:16) AI in Asset Management (00:45:27) Digital Solutions and Future Trends (00:49:36) The Evolution of Financial Advice Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

A chaotic day leads Don into a deep (and entertaining) dive into the futility of market timing, spurred by a recent Morningstar article on Pacer's Trendpilot ETF. Don and Tom break down the mechanics of the fund's strategy, its underperformance compared to a simple 60/40 portfolio, and the long-term cost of trying to avoid downturns. Listener questions bring up diversification, Roth IRAs, and the eternal struggle with ticker symbols. Plus, a special heads-up for federal employees about an upcoming webinar. And yes, kilt ventilation is discussed. 0:04 “It never rains but it pours” rant, helicopters, kilts, and chaos 2:02 Welcome and the evolution from market timing believers to skeptics 3:13 Trendpilot ETF's moving average strategy explained (kind of) 5:45 Morningstar says: strategy failed, underperformed S&P by 5% annually 6:58 97-year 60/40 portfolio beats Trendpilot in return and volatility 8:32 2020 example: Trendpilot missed the 38% rebound—ouch 9:59 Why market timing fails most investors over time 11:05 Loss aversion vs. long-term strategy with fixed income 13:08 Trendpilot's $3.3B in AUM—but it still doesn't justify market timing 14:23 Listener mail: VTEB vs VTBE, Series 65 textbook gems, diversification 18:26 How much in a single stock? Almost none 19:10 Roth IRA allocation question—AVUS, DFIV, AVUV, and maybe just AVGE 22:24 One-fund to rule them all: AVGE breaks it down across 15 funds 24:11 Federal employee webinar pitch – June 7 at appellowealth.com 25:39 Wrapping up with call-in info, dreams about forgetting the phone number, and kilts (again) 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/ Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:1. Why cable companies are losing customers by the thousands2. How to build cheaper and scale faster by going in-house3. The 10-minute customer response policy that drives loyalty4. Automating everything from sign-up to install with ZapierLinkedIn: https://www.linkedin.com/in/jai-r-392b08/ Website: https://wire3.com/Facebook: https://www.facebook.com/Wire3LLC 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/@uhnwcFacebook: 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/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/faDISCLAIMER: 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/Jai Ramachandran (https://www.linkedin.com/in/jai-r-392b08/) is the Founder & CEO of Wire 3, a fiber-to-the-home internet provider transforming customer expectations across Florida. With 20+ years in telecom, investment banking, and wealth management, Jai is building an ISP focused on one thing legacy providers forgot: service.In this episode, Chris and Jai discuss:Why cable companies are losing customers by the thousandsHow to build cheaper and scale faster by going in-houseThe 10-minute customer response policy that drives loyaltyAutomating everything from sign-up to install with ZapierLinkedIn: https://www.linkedin.com/in/jai-r-392b08/Website: https://wire3.com/Facebook: https://www.facebook.com/Wire3LLCMaximize your marketing, close more clients, and amplify your AUM by following us onInstagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: 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.

What can a retired real estate mogul with $28 billion in AUM teach us about building enduring wealth, navigating downturns, and staying relevant in a digital world? In this episode of REady2Scale, we sit down with John S. Pennington, Jr., co-founder of Bridge Investment Group, who led the firm from its inception through an IPO and managed over 100 funds before retiring in 2021. He shares the hard-earned lessons of building a real estate empire, the value of long-term thinking, and how digital assets like Bitcoin could reshape the future of alternative investments. With a candid mix of storytelling and strategic insight, John breaks down the realities of fund structuring, economic cycles, succession planning, and risk. Key Takeaways: - The fund structure that allowed Bridge to scale and why general partnerships offer more control than public corporations. - Why 2008 was the best buying opportunity of his lifetime and how they positioned themselves early to take advantage. - How John evaluates risk today and why experienced managers with personal capital in the fund matter. - A comparison of 2025's macro landscape to past crisis years, and what it might signal for investors. - A primer on tokenization, Eurodollars, and the long-term challenge digital assets pose to traditional finance. - Succession planning insights from someone who transitioned out with intention and impact. - How personal discipline, family focus, and resisting lifestyle inflation created long-term security. - Why he still keeps 90% of his wealth in real estate-backed assets and the balance he strikes with Bitcoin and gold. - This conversation is a masterclass in how real estate, economics, and disciplined investing intersect and what it really takes to build something that lasts. Guest Info John S. Pennington, Jr.Co-Founder, Bridge Investment Group (Retired)Author of Dollars, Gold & Bitcoin: A Guide to Value in a Changing World LinkedIn: John S. Pennington, Jr. Website: www.johnspenningtonjr.com Timestamps 00:00 Introduction and Guest Background 01:37 John's Journey and Key Lessons 11:48 Navigating Financial Crises and Future Outlook 21:55 The Eurodollar System and Global Currency Dynamics 22:23 Balancing Real Estate and Digital Assets 24:47 Succession Planning and Retirement Insights Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

The Margin of Error Has Vanished: What CRE Investors Should Be Watching Now Commentary on a conversation with John Chang, Senior Vice President and National Director, Research and Advisory Services, Marcus & Millichap   The New CRE Investment Mandate: Survive First, Then Thrive “The margin of error has narrowed to virtually zero.” This was John Chang's stark assessment of today's commercial real estate environment – an era marked by fragile capital markets, rising Treasury yields, policy instability, and speculative hangovers from a decade of cheap money. According to Chang, the headline playbook hasn't changed: keep leverage low, maintain reserves, underwrite for downside. But the stakes have changed. What used to be prudent is now required. Those who forget that, particularly those lulled by the long post-GFC bull run, risk extinction.   Cap Rates, Treasury Yields, and the Compressed Spread A central theme of our conversation is the vanishing spread between borrowing costs and asset yields. Cap rates have risen 100–200 bps depending on asset class and geography, but Treasury rates have risen more. That's compressed spreads, rendering most acquisitions reliant on a value-creation story or an eventual rate reversal.   Investors are still transacting, says Chang, but only if they believe they can bridge the spread gap through operational improvements i.e. leasing, renovation, management upgrades. Passive cap-rate arbitrage is no longer viable. “The potential for something to go wrong is high,” Chang warns, especially in a policy environment that remains erratic.   The Treasury Market's Imminent Supply Shock Chang outlines why he expects upward pressure on Treasury yields for the balance of the year – contrary to the market's general expectations of rate cuts. Key reasons: Federal Deficits: With a delayed budget, Treasury issuance has been running below historical norms. That's about to reverse, with $1–1.5 trillion in supply expected by October. Shrinking Buyer Base: The Fed is reducing its balance sheet. Foreign holders, especially China and Japan, are net sellers. Even traditional allies are showing less appetite, driven partly by frictions over U.S. trade policy. Trade Tensions: Tariffs of up to 145% on imports from China, EU saber-rattling, and a broad retreat from globalization are alienating the very buyers of U.S. debt. “People don't want to do us any favors right now,” Chang says. “That uncertainty alone elevates risk premiums.”   Normalcy Bias and the Myth of the Perpetual Up Cycle Chang pulls no punches on the market psychology underpinning risky underwriting in recent years. He describes a bifurcated investor landscape: Those who entered post-GFC and think 2–3% interest rates and infinite rent growth are normal. Veterans of the 1990s S&L crisis, the dot-com bust, or the GFC, who know better. What's striking is the lack of long-term data. Even Marcus & Millichap, he notes, only has robust CRE data going back to 2000. Without context, many have mistaken the tailwind-fueled 2010s as a standard baseline.   “We're back to old-world real estate,” Chang says. “Where you have to actually understand the property, the tenant mix, the microeconomics of location. The era of pure financial engineering is over.”   Lessons from the Pandemic and GFC: Underwrite for Downside, Not for Hype Chang recounts closing on an investment in April 2020 at the very onset of pandemic uncertainty. “What if we rent at breakeven?” he asked. If the answer was yes, he proceeded. That conservative approach worked then and still applies today.   The biggest blow-ups, he says, came from sponsors who: Modeled double-digit rent growth. Over-leveraged. Used floating-rate debt without hedges. Ignored capex and reserves. By contrast, Chang praises sponsors who locked in fixed debt, kept leverage under 65%, and stayed humble. “They're embarrassed to be earning 7% IRRs,” he jokes, “but in this climate, that's a win.”   Washout in the Syndication Space: Good Riddance? Perhaps most damning is Chang's commentary on the wave of underqualified syndicators who entered during the boom years.   “Thousands came in with no operating experience,” he says, pointing to the proliferation of coaching programs offering checklists instead of expertise. These new entrants mimicked industry language – AUM figures, fund manager titles – but often had no institutional track record or risk management skills.   Many of them, Chang believes, are now out or on their way out. And while some may return with hard-earned wisdom, he expects the flow of “tourists” into the syndication world to dry up for the foreseeable future.   Tailwinds Still Exist: But Only for the Well-Prepared Despite the short-term risks, Chang sees multiple long-term tailwinds: Demographics: Millennials are delaying homeownership, renting into their 40s and fueling demand for multifamily. Inflation Resistance: Assets like multifamily, self-storage, and even select retail have pricing power in inflationary environments. Constrained Supply: Rising costs (e.g., lumber, steel tariffs) are slowing new construction, which will support existing asset values over time. He also flags tax policy as a positive surprise: The “BBB” tax bill, now working its way through the House, offers accelerated depreciation and expansion of Opportunity Zones particularly in rural areas. This could buoy returns in an otherwise challenging environment.   On the Aging of America: A Selective Case for Healthcare-Adjacent Assets Chang views medical office and senior housing through a bifurcated lens: Medical office: Attractive if tenants are stable, young, or anchored by heavy equipment. Long leases. Minimal turnover. Durable income. Assisted living: Demographic tailwinds are real, but operators matter more than ever. The Achilles heel? Labor. “About 30% of healthcare workers in the U.S. are foreign-born,” he warns. “And immigration policy, especially under restrictive regimes, will constrain the labor supply.” No staff, no NOI.   Final Signals: What He's Watching Closely If you want to forecast CRE performance, Chang suggests watching: University of Michigan Consumer Sentiment: A leading indicator of retail sales and housing trends. Currently falling. Inflation-adjusted Retail Sales: Shows how real consumption is holding up. Trade Policy & Supreme Court Rulings: The potential invalidation of Trump-era tariffs could reset inflation and Treasury outlooks but introduces a new kind of uncertainty. “We're not facing one black swan,” he concludes. “We're facing a whole flock. Pick your bird.”   Bottom Line This is not a time for heroic assumptions. It's a time for competence, humility, and discipline. If you must deploy capital, do so with sponsors who have been through a major downturn GFC style, and focus on those who didn't make capital calls, who still generate yield, and who underwrite to reality, not to hope.   The next 2–3 years may be rocky. But the long term still belongs to those who survive the short term.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

Debby Blakey is CEO of Hesta a $91 bn AUD Australian superannuation fund dedicated to the health and community services sector. She is also President of the Australian Council of Superannuation Investors and a director of the International Corporate Governance Network (ICGN). Our conversation traces Debby's personal and career journey from South Africa, where she did consulting work, to build a new life in Melbourne, and how she developed her network from scratch. We move then to her role at Hesta and how it has evolved, and spend some time discussing the unique positioning that Hesta holds, as well as putting the role of all Australian Superannuation Funds into context.We discuss why Hesta is a "Super with Impact" and dig in to how impact is defined, and how and why Hesta engages with its members. We talk about the challenges of the road ahead and how Hesta is preparing for its future journey. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025.GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.comResolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners.

Gm and Happy Monday! This week, Dan Smith, a Lead Blockworks Researcher and Jonah Weinstein, a Portfolio Manager of SkyCatcher, join Jason to dive into the timely conversation about which metric is better/best to evaluate L1 tokens – REV or RSOV? Start your day with the Empire newsletter by Katherine Ross: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Marinade Labs develops staking technologies that strengthen Solana.In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations. Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit https://www.marinade.finance. -- Crypto never sleeps. So we built an Al analyst that never blinks. Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.  - Screen, chart, and analyze 1300+ tokens - Summarize market-moving news instantly - Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie Get started today: https://askfocal.com -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit https://www.ledn.io to learn more. -- Chapters: 00:00 - Intro 02:31 - Why Do We Need Better Valuation Frameworks? 05:00 - What's Wrong With The Metrics Today? 08:07 - What's The Proper Reference Point To Understand Value? 09:33 - Are L1 Tokens Money? 11:10 - Ads (Skale Marinade) 12:48 - Is A L1 Token A Commodity Or Company? 19:32 - Why RSOV Valuation Is So Important 23:48 - Ads (Skale Marinade) 29:07 - Valuation Litmus Test 31:38 - RSOV & Capital Inflows 37:53 - What's REV? 42:58 - RSOV's Valuation Mechanism 44:43 - Where RSOV and REV differ 47:27 - If Native Assets 10X, Do The Hotspots? 49:05 - Ads (Falcon x, LEDN) 50:52 - Monetary L1 Premium Factor In? 55:36 - RSOV vs REV Valuation Trends Over Time 01:00:49 - How Does Staking / DeFi Deposits Impact Valuation? 01:02:47 - PE Values In RSOV 01:05:25 - Audience Question From Telegram — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Here's how I can help you: Courses https://www.dickersoninternational.com/coursesMentorshiphttps://www.dickersoninternational.com/mentorshipConnect with me here: Facebook: https://www.facebook.com/pg/thegregdickersonInstagram: https://www.instagram.com/thegregdickersonLinkedIn: https://www.linkedin.com/in/agregdickersonTwitter: https://twitter.com/agregdickersonYouTube: https://www.youtube.com/user/agregdickerson/?sub_confirmation=1Podcast: https://www.dickersoninternational.com/podcast#realestatedevelopment #realestateinvesting #realestate Greg is a serial entrepreneur, real estate developer, coach and mentor to high level investors around the world. 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 and Real Estate Development*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!

We are delighted to bring you Series 3 of our 2025 series, which we again are launching amid significant volatility in markets. However, as you will hear, the more things change, the more they stay the same. We start this series down under, hearing from Debby Blakey, CEO of Hesta, who describes what it means to be a “Super with Impact”, and a gutsy advocate for a fair and healthy community.  We turn then to portfolio management, as Krishna Mohanraj of Diamond Hill talks about the power of the team, and how he approaches international investment, and then take the LP perspective, and chat with Jen Choi, CEO of ILPA, about the changing face of private equity and LP advocacy.  Stuart Dunbar of Baillie Gifford talks us through the changing shape of client engagement when it comes to large asset managers, while we dive into the topical issue of LGPS pension fund pooling with long-time LGPS fund leader, Jo Kempton of Lincolnshire Pension Fund. We are back to Diamond Hill with a fascinating interview with Henry Song, who explores the human side of finance and what we get wrong in competency interviews and moving then to the world of quantitative investing, Artemiza Woodgate lifts the veil on quantitative investing, and what we sometimes overlook. We stay somewhat in the world of quantitative investing in our interview with Kristen Van Gelder, who has spent her entire career tracing the evolution of hedge funds, and the relevance of hedge fund of fund solutions for client portfolios from her role at Evanston Capital Management. Then we pull the lens back, with Nick Spencer of Milliman who advocates for a systems thinking approach to risk when it comes to sustainability issues – and we explore what this means for the future of the investing style.  We end then coming full circle with our exploration of values-based investing with a wonderful interview with Lisa Laird, who is CIO of Mercy Investments Services, Inc. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025.  GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners.

Text me what you thought of the episode and what you'd like to hear about next! -Annie Perry Welcome to the Soul Song Activation, an activation of sound, water and singing. This activation came to me when I began working intensively with Archangel Ariel for my Mastery Journey. The main Light Language words being sung in the activation are EA and AUM which mean "All that is, I create". As you listen, you are activating your own personal Soul Song, which is your angelic levels. As you activate, you will begin channeling more of these 10th-12th dimensional aspects of Self/I AM into this reality. Enjoy! I'm glad you're here, don't forget to subscribe and share with a friend. You can find out more about my current offering by clicking the link below, visiting www.wellspringofficial.com or joining me on Instagram @iamthewellspringEnter the Portal of Spiritual AwakeningEnter the Prosperity Portal CONNECT WITH ME: Wellspring Official https://www.wellspringofficial.com/wellspring-linksInstagram https://www.instagram.com/iamthewellspring/ For those interested in: Ascension, Human Design, Gene Keys, Spirituality, psychic, ascension, manifestation, quantum healing, psychology, inner child, consciousness, galactic, galactic family, Pleiadian, Arcturian, Sirian, Psychic channel, galactic federation of light, esoteric, Lightworker, started, astrology, tarot, reiki, star family, chakra, energy healer, energy, energy worker, spiritual podcast, masculine energetics, feminine energetics, new earth, energy updates, channeled messages, channeling, wellness. Music: Electronic Downtempo Emotional Music | Earth by Alex-Productions | https://www.youtube.com/channel/UCx0_M61F81Nfb-BRXE-SeVA Music promoted by https://www.free-stock-music.com Creative Commons Attribution 3.0 Unported Licensehttps://creativecommons.org/licenses/by/3.0/deed.en_US DISCLAIMER: Information in this podcast is meant to be informative and is not professional mental health advice. Please seek professional help if you are experiencing anxiety, depression or any other physical or mental health medical conditions. Please use discernment and care when implementing any spiritual or physical practices described in this podcast. Some names may have been changed to protect privacy. All original ideas, voice and cover artwork is protected under copyright laws.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Jamie Kase, Managing Director and Global Head of Investor Relations at HarbourVest.Learn how Jamie manages and builds relations with a global community of investors at this $138 billion AUM firm. He shares how finance professionals can create authentic, long-term relationships. They discuss leadership during uncertainty, the art of trust-driven networking, and the importance of mentorship in shaping the next generation of finance leaders. Jamie also shares insights on navigating market volatility, embracing failure, and fostering principled careers in finance. Whether you're a student or a seasoned investor, this episode offers valuable lessons on turning transactional interactions into meaningful professional partnerships.Meet Jamie KaseJamie Kase is the Managing Director & Head of Global Investor Relations at HarbourVest Partners, a leading global private markets investment firm. With nearly a decade at HarbourVest and extensive experience in capital raising, strategy, and corporate branding, Jamie leads global sales, marketing communications, and client relations. A member of HarbourVest's Executive Leadership Team, he focuses on strategic initiatives that drive growth. He also serves on the Boards of Trustees for Wheeler School and United Cerebral Palsy of NYC.

US healthcare has more unproductive labor and more unstructured data than any other industry, making it both vulnerable to disruption from generative AI and especially unprepared for it.That's the provocative thesis of Eric Larsen, president of TowerBrook Advisors. In this episode, he joins host Steve Kraus to explain why generative AI is unlike any other technology we've seen—and why the $4.9 trillion healthcare sector is uniquely exposed.We cover:

Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury company, is this a BTC only strategy or do other assets work as well & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Tyler: https://x.com/tylev Follow Josh: https://x.com/joshsolesbury Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Marinade Labs develops staking technologies that strengthen Solana. In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations. Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit marinade.finance. -- Crypto never sleeps. So we built an Al analyst that never blinks. Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.