Podcasts about aum

My guest today is Zach Dell. Zach is the co-founder and CEO of Base Power Company. Base is a modern power company building a reliable and affordable home energy service powered by distributed batteries. We explore one of the most underappreciated machines in our world: the electrical grid. Zach walks us through the complex world of electricity infrastructure and explains why the 100-year-old grid is woefully unprepared for the explosion in demand coming from AI, electric vehicles, and industrial electrification. Base's approach involves creating a distributed network of home batteries that provide backup power to customers while serving as grid resources, elegantly solving infrastructure bottlenecks that plague traditional utility-scale projects. We discuss energy as the fundamental enabler of human progress, scaling distributed energy assets, and the vertical integration strategy driving Base's unit economics. Please enjoy my conversation with Zach Dell.  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) Introduction and Show Overview (00:05:06) Understanding the Electrical Grid (00:09:10) The History and Evolution of the Grid (00:09:51) Regulation and Deregulation in the Energy Sector (00:18:25) The Importance of Energy in Human Progress (00:28:41) Base's Innovative Energy Solutions (00:38:25) Economic and Operational Insights of Base (00:44:31) Understanding Electricity Market Variability (00:45:01) The Boom and Bust of Battery Economics (00:48:43) Battery Technology and Chemistry (00:50:56) Global Battery Manufacturing Landscape (00:54:06) Capital Markets and Financing Strategies (00:59:56) Vision for the Future of Energy Technology (01:02:30) Personal Journey and Entrepreneurial Insights (01:09:48) Lessons from Influential Leaders (01:16:52) The Kindest Thing Anyone Has Done For Zach

Fineqia International Inc (CSE:FNQ, OTC:FNQQF) senior associate Matteo Greco talked with Proactive's Stephen Gunnion about the sharp increase in demand for structured cryptocurrency products, with a 41% quarterly rise in assets under management (AUM) for crypto ETPs. Greco attributed this to the simplicity these products offer compared to direct crypto holdings. Highlighting a 72% premium in ETP growth over general crypto market gains, Greco pointed to the January 2024 approval of Bitcoin spot ETFs in the US as a major catalyst. He noted, "These products remove all the complexity, while allowing customers to get exposure to a new asset class." Greco emphasized this as the driving force behind growing institutional and retail investor demand, particularly in North America. Bitcoin ETPs have now surpassed US$150 billion in value. Greco explained that price gains, increased access, and ease of use contributed to the sector's momentum. Despite Ethereum's weak price action, demand for Ethereum-based ETPs remained strong, which he sees as part of a broader shift in investor behavior. Greco also observed lagging performance in altcoin ETPs, though recent Canadian launches of Solana and Ripple ETFs may alter this trend. He concluded that even during downturns, the resilience of crypto ETP investment supports continued long-term interest. For more expert interviews and market updates, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to our channel, and turn on notifications to stay informed. #CryptoETPs #BitcoinETFs #Fineqia #MatteoGreco #CryptoInvesting #EthereumETPs #DigitalAssets #CryptoMarkets #StructuredProducts #ProactiveInvestors

In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Charlie Rose, Managing Director and Global Head of Debt at Invesco Real Estate, for a comprehensive conversation on the state of real estate credit markets and what insurers need to know right now. With nearly $10 billion in CRE debt AUM and a global mandate, Charlie shares insights on how Invesco is navigating a market still recovering from a historic value correction.   He explains the fundamentals of bridge lending, the firm's “credit over yield” approach, and how they integrate equity and credit insights to drive disciplined underwriting. Charlie also compares market dynamics in the U.S. and Europe, highlights where he sees relative value opportunities, and outlines what may lie ahead over the next 12–18 months. The episode closes with a thoughtful take on hiring, diversity, and the traits Invesco values in its team. It's a high-level, yet grounded discussion for institutional investors exploring real estate credit today.

Nev Kraguljevic, MBA, CSLP® (https://www.linkedin.com/in/nevkraguljevic/) is a Serbian-born financial planner at Elephant Corner Financial who spent 25 years inside higher-ed before pivoting to personal finance. Today Nev combines deep knowledge of student-loan rules, small-business cash flow, and inclusive planning to help medical-practice owners, immigrants, and LGBTQ+ families convert six-figure debt into long-term wealth.In this episode, Chris and Nev explore:1-From higher-ed career to fee-only planning pivot2- Student-loan strategies for medical small-biz owners3-“Value-first” sales method that makes prospects ask to sign4-Serving LGBTQ+, immigrants & first-gen wealth buildersConnect with Nev:Website: https://www.elephantcornerfinancial.com/https://guidingwealth.com/nev-kraguljevic/LinkedIn: https://www.linkedin.com/in/nevkraguljevic/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/faDISCLAIMERThis content is provided by Chris Brodhead and Ultra High Net Worth Clients podcast (“UHNWC”) for general informational and educational purposes only. Nothing contained herein is, or should be construed as, individualized investment, legal, tax, accounting, or other professional advice, and it is not an offer to buy or sell—or a solicitation of an offer to buy or sell—any securities, financial instruments, or other investments. All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results; historical returns, expected returns, or projections may not reflect actual future performance. Before making any financial decisions, you should conduct your own due diligence and consult a qualified professional who understands your specific situation, objectives, and risk tolerance. UHNWC, its hosts, guests, and associated entities expressly disclaim all liability for any direct or indirect loss or damage incurred by any person who relies on the information presented.

In this episode, Matthew Jarvis and Ted Jenkin discuss the critical importance of business owner clients for financial advisors, particularly during transitions such as business sales. They explore strategies for advisors to retain assets under management (AUM) by positioning themselves as essential partners in the M&A process. The conversation covers the nuances of business valuation, effective marketing strategies, negotiation tactics, and the significance of cultural fit in client relationships. Ted shares valuable insights on how advisors can add value to their practices and navigate the complexities of business sales, emphasizing the need for expertise and strategic partnerships. The M&A Playbook for Financial Advisors with Ted Jenkin Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Ted Jenkin: LinkedIn | Website - Get your practice valuation here

In this special episode, we flip the mic - Adam Koós joins The Purpose Focused Advisor podcast with Rob Brown to unpack the strategies, mindset shifts, and systems that led to massive growth at Libertas Wealth. Adam shares how he doubled his firm's AUM and revenue in just two years, not by chasing gimmicks, but by committing to systems, vision-driven leadership, and client-first experiences. He dives deep into why he calls Libertas a “marketing firm that happens to do financial planning,” and how that shift unlocked new levels of trust, growth, and fulfillment. You'll hear insights on automation, onboarding, daily action over distant goals, and the power of delegation. Adam also opens up about the importance of saving clients from bad advice, choosing integrity over shortcuts, and building a firm that's both scalable and deeply human. If you're a financial professional looking to grow with intention, this is your blueprint.     Episode Timestamps: 00:00 – The marketing mindset shift that changed everything 01:00 – Why Adam doubled his business and what drove it 03:00 – The COVID pivot: client retention through systems 05:00 – Building a scalable practice: no silver bullets, just structure 07:00 – Finding the right “fuel” to scale as a solo advisor 09:00 – Adam's upbringing and the drive behind his success 11:00 – "We're a marketing firm that does planning" — what that really means 14:00 – Ethics, trust, and doing what's right in financial services 16:00 – Why marketing is a responsibility, not a luxury 18:00 – The real engine behind growth: onboarding and segmentation 20:00 – Scaling with systems, minimums, and fee structures 22:00 – Delegation, automation, and protecting your time 24:00 – Stop chasing the horizon: focus on the daily activities 27:00 – Protecting clients from bad advice and bad actors 31:00 – The power of mentorship and shamelessly asking for help 33:00 – Finding your own fuel and building a firm around happiness and intention     Key Takeaways: Growth requires structure. Success doesn't come from one big idea — it's the result of repeatable systems, intentional strategy, and consistent execution. Marketing is service. If you're doing great work and not reaching the people who need you, you're falling short. Marketing is how you earn the right to help more people. Your onboarding process matters. A strong onboarding experience is foundational to building trust and increasing conversion — don't overlook it. Delegate to scale. You can't grow alone. Automation and systems protect your time so you can focus on what matters most. Vision > Vanity Metrics. Focus less on arbitrary goals and more on the daily activities that drive long-term success.     Connect with Adam Koós or Learn More About Libertas Facebook: https://facebook.com/libertaswealth Instagram: https://www.instagram.com/libertas.wealth Threads: https://www.threads.com/@libertas.wealth LinkedIn: https://www.linkedin.com/company/libertas-wealth Twitter: https://x.com/LibertasWM Tiktok: https://www.tiktok.com/@libertaswealthmanagement Youtube: https://www.youtube.com/@libertaswealth Podcast Youtube Playlist Link: https://www.youtube.com/playlist?list=PLhkYzW1XyJA0Ef_Hf7nUCMGLSlmfHt43v Spotify: https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85 Apple: https://podcasts.apple.com/us/podcast/the-retirement-fiduciary-podcast/id1029927148 Email: info@libertaswealth.com Website: www.libertaswealth.com Connect with Rob Brown & The Purpose-Focused Advisor Podcast: The Purpose-Focused Advisor on Apple Website: truestfancoaching.com Mastermind Info: truestfan.com/pfamastermind YouTube Channel: @truestfancoaching LinkedIn: linkedin.com/in/truestfan

Gawain Smart, CEO of International Campus Group, joins me on the People Property Place Podcast

Artemiza Woodgate is Founding Partner at Integrated Quantitative Investments LLC, based in Seattle.  She has spent most of her career in the quantitative investment arena, including close to 5 years with Numeric, Man Group, and over 11 years with Russell Investments. Our conversation opens with the 3Ms that Artemiza says define her – she is a mother, a mathematician and a lover of mountains. We return then to her roots, she grew up in communist Romania and how that impacted her and her approach to risk, money and outlook. She completed a PhD in finance at the University of Washington and following a career in quantitative investment and ultimately launched her own firm. We dive into her focus within the quantitative investing sphere – and discuss in particular her focus on asset pricing, earnings management, and price momentum, emphasizing the importance of minimizing estimation error and integrating risk and alpha.  Turning to career Artemiza stresses the challenges of balancing motherhood and career, the importance of networks, and the role of emerging manager programs in fostering innovation in asset management. 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. 

In this episode of Season 2, A. Valerie Mirko, Partner at Armstrong Teasdale LLP and leader of the firm's Securities Regulation and Litigation Practice, joins William Nelson, Director of Public Policy and Associate General Counsel at the Investment Adviser Association, for a timely conversation with Kate Ring, Chief Compliance Officer at Stash Financial. Stash is a fintech platform serving over 1.3 million customers with $4.1 billion in assets under management (AUM) - on a mission to help everyday Americans invest and build better financial futures.Building on our June episode regarding artificial intelligence (AI), this conversation examines how AI is reshaping the investment adviser industry—spotlighting key opportunities, emerging risks, and what effective oversight entails. A key takeaway: while AI has the potential to significantly boost efficiency, it must be carefully supervised to ensure it supports - not replaces - human judgment. The goal is AI-assisted human efficiency. Kate shares practical insights from her experience overseeing compliance and risk across Stash's diverse business lines, offering guidance for CCOs on how to effectively understand and supervise the use of AI tools. Her advice focuses on supporting responsible implementation that aligns with both business objectives and regulatory expectations.

My guest today is Alan Waxman. Alan is the co-founder and CEO of Sixth Street, one of the most unique investment firms with a "go anywhere, do anything" mandate across asset classes, geographies, and time horizons, and over $110 billion in AUM. He describes his journey from CIO of Goldman Sachs' Special Situations Group and the frameworks he brought with him to lay the foundation for Sixth Street. Alan details their famous investments like Spotify and Airbnb during challenging periods, their innovative sports partnerships with Real Madrid and FC Barcelona, and their $30 billion "TAO" vehicle that allows them to write billion-dollar checks while keeping individual fund sizes matched to opportunities. We discuss hiring people without egos, enabling a truly multi-strategy approach, and Sixth Street's "face the tiger" philosophy. Please enjoy this great conversation with Alan Waxman.  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 AlphaSense⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – 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. ----- 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 (00:04:57) Introducing Alan Waxman and Sixth Street (00:05:58) The Formative Goldman Sachs Years (00:10:21) Unitizing Risk and Return (00:14:23) Facing the Tiger: Sixth Street's Culture and Values (00:34:51) Spotify and Airbnb: Case Studies in Investment (00:39:20) Ambitious Investment Strategies (00:40:40) Strategic Partnerships in Sports (00:41:23) Navigating COVID with Airbnb (00:43:36) Risk and Return Analysis (00:46:56) Investing in Sports and Live Entertainment (00:52:23) Developing Investment Themes (00:55:29) Balancing Leadership and Investment (00:57:30) The Importance of Culture (01:10:33) Future Self and Long-Term Vision (01:15:09) The Kindest Thing Anyone Has Ever Done For Alan

After growing her AUM by $30 million in just two years, Misty Lynch has become a go-to financial planning expert for small business owners and families within her community. This is thanks in part to her reputation inside local Facebook groups frequented by her ideal target client, where she rarely promotes herself but is frequently recommended. Misty is the owner of Sound View Financial Advisors, an RIA based in Massachusetts that manages $46 million for approximately 100 households. In this episode, Misty shares how her early content creation efforts (including a blog and a podcast) laid the groundwork for greater visibility and referrals, as well as how purchasing a retiring advisor's practice helped her jump-start firm ownership. You'll hear how she raised legacy client fees while implementing a scalable service model, how leveraging life coaching techniques has deepened her client relationships, and more. For show notes and more visit: https://www.kitces.com/446

Sid Shamim is the founder and CEO of Headway Capital, a vertically integrated real estate investment firm based in Houston, TX. With a background in engineering and a career in oil and gas, Sid transitioned into real estate full-time after building a single-family portfolio and identifying key inefficiencies in property management. Today, Headway Capital manages a $600M+ multifamily portfolio across Texas and Arizona, with over 200 employees and a mission to build enduring teams and cash-flowing assets.    

In this episode of the Model FA Podcast, David DeCelle sits down with Andree Mohr, President at Integrated Partners, to discuss how advisors can double their business through intentional partnerships with CPAs. With over $21 billion in AUM, 212 advisors, and 200 CPA partners, Integrated Partners has mastered the art of aligning tax professionals and financial advisors to serve high-net-worth clients with deeper, more integrated planning. Andree shares how personalized introductions, regular CPA meetings, and clear expectations can unlock growth and referrals. From systemizing partnerships to shifting CPAs from tax prep to tax planning, this episode is full of practical insights for any advisor looking to grow.

Why This Episode Is a Must-Watch Are your investments truly aligned with your values? In this episode of Inspired Money, host Andy Wang sits down with leading thinkers and practitioners in sustainable and ethical investing to challenge the traditional focus on returns alone. If you've ever wondered whether your money can “do well and do good,” this conversation is packed with fresh perspectives, actionable strategies, and a transparent look at mindful investing, including how to spot (and avoid) greenwashing. Whether you're a finance professional, a seasoned investor, or just getting started, this episode will change how you think about where your money goes—and the impact it creates. Meet the Expert Panelists John Streur is Chief Investment Officer of All Material Risk Investment Strategies (AMRIS) at Boston Common Asset Management and a recognized leader in sustainable investing. As former President and CEO of Calvert Research and Management, he advanced ESG integration through innovations like the Calvert Principles, Calvert Research System, and Calvert Indices, while guiding the firm's AUM growth from $11 billion to over $40 billion. https://bostoncommonasset.com Kristin Hull, Ph.D., is the Founder and Chief Investment Officer of Nia Impact Capital, where she pioneers values-aligned investing with a focus on social justice, environmental sustainability, and gender equity. A former educator turned impact investing leader, she is devoted to transforming finance to better serve people and the planet. https://www.niaimpactcapital.com Manel Pretel-Wilson, Ph.D., is a social entrepreneur and systems thinker with senior leadership experience in innovation and sustainability. He holds degrees in Business Studies and Philosophy, master's degrees in International Relations and Sustainability, a PhD in Systems Science, and is the author of the forthcoming book The Ethics of Human Systems: Creating Economic Value with Impact for Good (August 2025), which explores integrating ethics deeply into economics and impact investing. https://www.researchgate.net/profile/Manel-Pretel-Wilson Key Highlights Rethinking Risk and Opportunity with ESG John Streur discussed how integrating ESG data uncovers risks and opportunities often missed by traditional analysis. He explained, “Including this information broadly should result in a much better understanding of the company…what is their ability to manage their impact on the environment? What is their ability to create a great workplace for men and women and people of all backgrounds?” Purpose-Driven Portfolios Start with Value Alignment Kristin Hull shared her journey from high-frequency trading to purpose-aligned investing—emphasizing that investors, big and small, shape the economy by where they put their capital. By focusing on solution-driven companies and evaluating both risks and opportunities, Kristin's approach helps investors build portfolios that reflect their ethics and financial goals. Ethics as the Foundation of Impact Dr. Manel Pretel-Wilson made a compelling case for putting ethics at the core of investment strategies, not just screening out negatives. “By pursuing a good purpose that realizes value, you're already leaving behind all the other [counter values].” He advocates for frameworks that measure both realized values and counter values, urging investors to see ethical impact as central to value creation. Greenwashing: How to Spot It and What to Do The panel addressed the rise in shallow ESG claims and shared concrete tips for investors to move beyond the marketing to find authentic impact. Kristin noted the importance of examining sources of revenue and measurable commitments, while John highlighted the value of analyzing regulatory filings and third-party verification. Call-to-Action Here's one thing you can do this week, because positive change requires action. Take a look at one investment you hold and ask yourself, “Does this align with my values?” Dig in. Look beyond the ticker. Who's leading the company? What do they stand for? What's their environmental and social footprint? That one moment of curiosity might just spark a broader shift in how you view and shape your portfolio. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money  

My guest today is Caryn Seidman-Becker. Caryn is the Chairman and CEO of Clear. She bought the company out of bankruptcy for $6 million in 2010 and built it into the identity platform millions use in airports and stadiums today. Her Wall Street background investing in Apple, Amazon, and Priceline taught her to recognize when products become platforms, which shaped her vision for Clear as the "definitive secure identity platform" far beyond travel. Caryn shares the gritty early days of literally hunting down hardware in airport storage facilities and rebuilding the entire business from scratch. She embodies an incredible "bias for action." We discuss turning around a business, scaling a platform, and why she believes your face will soon be your key to everything. Please enjoy my conversation with Caryn Seidman-Becker. 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 ⁠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. – 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. ----- 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 (00:05:43) The Vision for CLEAR (00:09:08) From Wall Street to CLEAR (00:13:42) The Origins of CLEAR (00:14:23) The Bankruptcy and Rebirth of Clear (00:34:41) Building the Business Model (00:47:46) The Future of Airport Innovation (00:48:33) Investing Insights and Strategies (00:52:17) The Importance of Free Cash Flow (00:55:26) Biometrics and Privacy Concerns (00:59:40) Expanding Clear's Vision (01:04:13) Personal Mission and Genetic Screening (01:12:28) Leadership and Company Culture (01:14:23) Future of Technology and Identity (01:25:38) The Kindest Thing Anyone's Ever Done For Caryn

Henry Song is a portfolio manager for Diamond Hill, a asset manager headquartered in Columbus Ohio with approximately $30 bn in AUM. He joined the firm in 2016. Prior to joining Diamond Hill, Henry was a portfolio manager at J.P. Morgan Asset Management from 2005 to 2016.  He specializes in securitized credit. Our conversation races Henry's somewhat unorthodox background and path into running money in fixed income. We discuss the interviews conducted in asset management firm and question whether they are optimized for the right characteristics and strengths. We look at how they might be done differently and how that would improve the cognitive mix within firms. We spend a little time on personality types, especially as assessed by the various psychometric tests that are conducted on teams, and note how certain traits are under-represented. Returning to his own career path we reflect on the importance of living through financial crises and the invaluable petri dish that presents and then discuss market conditions in fixed income today and how investor needs are evolving. In the reflection section we turn to the importance of humanistic approaches in finance, understanding the counterparty, and not making irrational decisions based on fear and greed. 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.  

Episode 100: This week, Kyle Van Pelt talks with Dave Welling, CEO of Mercer Advisors.  With 25 years of experience in wealth management, Dave has an extensive track record of serving clients and helping businesses and people define and achieve the next level of success.  Together, Kyle and Dave unpack the human side of Mercer's incredible growth story, reflecting on how the firm's partnerships have fueled its scale and shaped its culture. From his unlikely entry into the RIA space to overseeing 95+ acquisitions since 2017, Dave shares insights on staying purpose-driven, maintaining empathy, and choosing growth as an integral part of an organization's DNA. In this episode: (00:00) - Intro (01:31) - The journey to Mercer's 100 partnerships (03:17) - Dave's money moment (06:45) - How Dave's past experiences have influenced his present career (11:05) - Why firms choose to partner with Mercer Advisors (14:45) - Mercer Advisors' organic growth strategies (17:11) - Talent attraction and growth as part of Mercer's DNA (19:13) - The continuous journey of improvement (23:51) - Leveraging technology experience on the RIA side (27:49) - The best time to invest in technology solutions (31:06) - The lessons Dave learned from working with Charles Schwab (34:28) - Dave's thoughts about the future of Mercer Advisors (37:34) - The role of AI in orchestrating workflows in the organization (39:36) - Dave's Milemarker Minute Key Takeaways Don't view growth as merely an outcome but rather as an integral part of your organization's DNA. Foster an environment that encourages individuals to learn, take on new responsibilities, and improve continuously. When pursuing mergers or acquisitions, focus on integrating new teams into the existing structure rather than simply aggregating entities. The goal should be to enhance capabilities, improve client experiences, and create synergistic opportunities for all involved. Before a transaction, engage in deep conversations with potential partners to understand their current challenges, unfulfilled opportunities, and aspirations. Help them determine if a partnership genuinely aligns with their long-term goals and will lead to a better future for their clients and team. View technology as an enabler for scaling your operations and ensuring consistent service delivery. Before implementing new tech, standardize your core processes. Then, invest in platforms that not only support current operations but also allow for significant future growth. Quotes "Growth is part of our DNA. Growth is part of our culture. And the people that thrive here are interested in growing in some way." ~ Dave Welling "The healthiest thing you can do for talented individuals of any age, at any stage of their careers, is provide an environment of growth so people can carve a path and jump into that next opportunity." ~ Dave Welling "Growth isn't just adding assets, adding clients, and getting a bigger AUM number. Growth is just progress." ~ Dave Welling Links  Dave Welling on LinkedIn Mercer Advisors Nitrogen Charles Schwab Black Diamond Wealth Platform Paragon Wealth Strategies The 5 Types of Wealth Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Dave Welling is the Chief Executive Officer at Mercer Advisors. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Matt Hicken, Senior Vice President at Bill Good Marketing, for an in-depth conversation about scaling advisory practices and building sustainable growth systems.Matt brings over two decades of experience working with financial advisors across North America, plus nearly 14 years as a licensed advisor where he helped grow one practice from $25 million to over $550 million in AUM. He shares practical insights on breaking through growth plateaus, building referral systems that actually work, and why succession planning should start now—not later.From the psychology of comfort zones to the mechanics of sustainable growth, this conversation is packed with actionable strategies for advisors looking to build scalable, sellable businesses.Key Quote"Stay true to who you are. That's your brand. Stick to it." — Matt HickenKey TakeawaysGrowth requires change — You can't keep doing the same things and expect different resultsReferral systems work when done systematically — Expect 15% of clients to provide referrals annually with proper processesSuccession planning starts now — Begin with the end in mind, regardless of career stageSustainable growth has limits — Most advisor/service teams can handle 30-40 new households per yearDiversify your marketing channels — Don't rely on just one method for lead generationSound Bites"I'm one of those weird kids at 14 who decided I wanted to be a consultant.""The average advisor should be getting at least 15% of their client households to give them at least one referral per year.""Start with the end in mind for succession planning.""This is a business, right? It can't be you if you're going to leave.""Pick one, do it, and then come back and listen again."Topics Discussed01:27 — Matt's Journey from Consultant to Advisor to Coach05:02 — Common Growth Barriers: Change, Team, and Brand Evolution11:48 — Building Systematic Referral Processes That Actually Work20:23 — Shifting from Personality-Driven to Process-Oriented Growth27:19 — Why Succession Planning Should Start Today, Not TomorrowResources MentionedLearn more about Matt Hicken and his work: billgoodmarketing.comStay Connected with The Future-Ready AdvisorSubscribe on your favorite podcast platform to never miss an episode.Join the conversation on LinkedIn—share your thoughts and connect with other forward-thinking advisors.Explore more insights on Sam's website.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has successfully built a wealth solutions business tailored to her firm's unique strengths, expertise, and investment track record.Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm's wealth solutions offering built out of the $85B AUM firm, Hg, that invests in enterprise software.Hg, one of the top 10 largest PE firms globally based on the PEI 300 ranking, has built an impressive investment engine focused mission-critical enterprise software companies. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Martina has been at the firm for almost 16 years. She has been an integral part of building the firm into what it is today, helping Hg grow from $2B in AUM to $85B in AUM, previously as Deputy COO and now building the Hg Wealth business. Hg's first wealth offering, Fusion, its flagship evergreen fund that provides access to non-US investors to Hg's private equity funds and co-investment opportunities, has exceeded $1B in NAV just 12 months after its launch.Martina is thoughtful, strategic, and long-term oriented when it comes to building a solution that amplifies Hg's strengths and resonates with the wealth channel. We had a fascinating discussion about how a scaled specialist like Hg can stand out in the wealth channel, unpacking the essence of who Hg is as a firm and how they've expressed who they are as they've built their wealth business.We covered:Hg's evolution as a firm.Why Hg focuses on mission-critical enterprise software companies and why it's a compelling investment thesis.Building a wealth business that fits the mission, ethos, and strategy of the firm.Understanding the complexity of evergreen funds.How Martina and team think about managing dealflow and investor demand in their Fusion fund.Learnings applied from HgTrust, the publicly listed UK investment trust, to figuring out how to educate and build brand in the wealth channel.Why does ownership structure matter when it comes to building a wealth business? How being privately owned informs how Hg builds their wealth business.Why Europe, why now?Thanks Martina for coming on the show to share your wisdom and expertise at the intersection of enterprise software, private equity, and private wealth.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 Ultimus, our Sponsor01:55 Welcome to the Podcast01:58 Introducing Martina Sanow04:36 Martina's Background and Experience05:10 Hg's Specialization in Software05:57 Building a Team and Culture06:54 Importance of Cognitive Diversity07:26 Building a Diverse Team09:28 Innovating in Wealth Business10:14 Hg's Strategic Mindset11:51 Hg's Entrepreneurial Journey12:00 Maintaining Entrepreneurial Culture13:10 Specialization in B2B Software14:47 Focus on DPI and Cash Back16:17 Criteria for A-Quality Businesses16:58 Investing in Mission Critical Software18:11 Visma Case Study19:23 Challenges and Opportunities in Europe33:13 Evergreen Structures: Impact on Investment Teams33:44 Balancing Capital Raising and Deal Flow34:13 Investment Strategies and Allocation34:54 Managing Subscriptions and Demand35:53 Balancing Wealth and Institutional Demand36:06 Privately Owned Firm Benefits36:37 Realization Committee and Evergreen Structures37:52 Long-Term Company Partnerships39:11 Liquidity Management Challenges39:55 Investor Strategies for Evergreen Funds41:40 Institutional Adoption of Evergreen Funds42:48 Evolution of Institutional Mindset43:26 Retail vs. Wealth Investors44:01 Listed Trust and Wealth Business Insights45:54 Building the Wealth Business47:29 Strategic Importance of Wealth Capital48:54 Innovation in Wealth Management49:28 Partnerships and Holistic Solutions50:58 Future of Wealth Management Products52:44 Brand Building and Education55:00 Software as a Core Investment56:19 Community and Founder Investments59:28 Value Creation and Network Benefits01:00:15 Portfolio Synergies and Acquisitions01:01:36 Concluding Thoughts and Favorite InvestmentsEditing and post-production work for this episode was provided by The Podcast Consultant.

Neal Bawa is CEO / Founder at Grocapitus and Mission 10K, two commercial real estate investment companies. Neal's companies use cutting-edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 1,000 investors. Current portfolio over 4,400 units, with an AUM value of $660M[00:00-19:30] Data-Driven Real Estate Investments[19:31-21:28] Types of Real Estate Investors[21:29-23:31] Ranking Cities for REI[23:32-29:03] The Case of Austin[29:04-36:09] AI in Real Estate Investment[36:10-38:43] Access to good RE data[38:44-41:52] Final Investor Q&ASpecial Mention: Thomas Edison, Elon Musk, Tesla, SpaceXFind Neal at https://grocapitus.com/neal-bawa/Any questions?*** Grab my 10k/month passive income strategy and weekly newsletters at https://tinyurl.com/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing

Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn't cost 1 % of a client's portfolio.A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock.In this episode, Chris and Shawn discuss:Scaling from zero clients to $100 M AUM in five years on a flat-fee modelPricing tiers by complexity—and knowing when to raise feesOrganic growth through COIs, Kiwanis service, and community outreachWhy 50 % of great advising is client educationWhen a solo advisor should hire an intern, paraplanner, or full-time staffConnect with Shawn:LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/Website: https://columbusstreetfin.com/Email: shawn@columbusstreetfin.comMaximize 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 general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your goals, needs, and risk tolerance.

Jo Kempton is Head of Lincolnshire Pension Fund, where she has spent most of her career in various roles, including as the manager of an internal UK equity portfolio. She is an active participant on the local government pension scheme circuit.  Our conversation starts with Jo's early career and how she ended up pursuing a role in pensions. We speak about her work on the stock picking side, and discuss whether the market backdrop has changed since then for UK equities. We ask then whether this stint in internal equity investing has informed her approach to other active asset managers and the challenges they face today. Moving now to the whole fund oversight that Jo provides, we discuss the future of pooling, and its benefits as well as the importance of collaboration and knowledge sharing, particularly in light of the challenges facing all public funds today. Finally we reflect on a career of public service and the wisdom gathered over those years.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 conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry.We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in established and newly-established alternative asset managers. Across its different investment vehicles, Petershill participates in the fee income from over 200 underlying funds from alternative asset management firms that are diversified across asset class, investment strategy, and investment lifecycle.Petershill's Partner firms have well in excess of $340B in aggregate AUM and they've partnered with a number of the top firms and some of the industry's most recognizable names in the middle market and upper end of the market, including Clearlake, Francisco Partners, Permira, Accel-KKR, General Catalyst, Kayne Anderson Real Estate, Kennedy Lewis, and more.Rob and I had a fascinating conversation on GP stakes and the evolution of alternative asset management. We discussed:The what, why, and how of GP stakes.The benefits and drawbacks of GP stakes investing for GPs and LPs.What makes a great GP.The question of liquidity in GP stakes.Why Petershill has generally focused on middle-market alternative asset managers.How private markets will continue to evolve and the growing importance of the wealth channel in the evolution of asset management.Thanks Rob for coming on the show to share your wisdom and expertise in private markets and GP stakes. We hope you enjoy.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 Sponsor Message01:18 Podcast Opening and Theme02:06 Guest Introduction: Robert Hamilton Kelly03:32 Rob's Boat Racing Experience03:45 Parallels Between Boat Racing and Private Markets04:57 Current State of Private Markets05:14 Impact of Policy Changes on Private Markets06:53 Growth of the Private Markets Industry07:09 Early Days of Petershill07:26 Goldman's Role in Alternative Asset Management09:26 Valuing GP Stakes and Alternative Asset Managers10:01 Insights on Alternative Asset Managers12:36 Valuing GP Stakes13:22 Data-Driven Investment Strategies15:34 Management Fees and Performance Fees16:28 Growth and Evolution of Firms23:16 Strategic Imperatives for Growth26:15 Managerial Skills and Industry Dynamics30:55 Commercialization in Platform Management31:07 Challenges and Opportunities in Capital Raising31:53 Industry Consolidation Predictions32:29 Growth and Consolidation in Private Markets33:31 The Role of Mid-Market Firms34:15 GP Stakes and Wealth Channel Access36:12 Goldman's Unique Platform and Services37:57 The Importance of Strategic Advice39:39 Common Challenges for GPs40:33 Evolving LP and GP Stakes Dynamics40:44 Why LPs Invest in GP Stakes42:00 Income Generation and Capital Growth42:49 Diversification in GP Stakes43:05 Private Markets Exposure44:01 Entry Points into Private Markets45:07 Long-Term Exposure and Portfolio Construction47:00 Investing in Private Credit48:10 Evaluating GP Stakes Investments49:38 Data and Performance in GP Stakes52:04 Growth Path of Private Markets52:23 Valuing Alternative Asset Managers55:41 Liquidity in GP Stakes57:09 Structural Changes in GP Stakes57:35 The Evolution of Private Markets58:11 Future of Venture and Growth Sectors58:56 Private Credit Products and Market Share59:29 Maturation of Private Markets59:52 Conclusion and Final Thoughts

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!

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Brian Moran (https://www.brianmoran.com/) is the CEO and co-founder of SamCart, a company that provides training products and tools to business owners looking to use facebook to grow their business or brand. Prior to founding SamCart, Moran was the CEO and founder of Get 10,000 Fans, a company that provided training products and tools to business owners looking to use facebook to grow their business or brand. Before Get 10,000 Fans, Moran was the CEO and founder of Train Baseball, a company that trained baseball players and coaches how to play the game of baseball better.In this episode, Chris and Brian discuss:1. Bringing Fortune 500 Power to Everyday Entrepreneurs2. Ditching Annual Goals for Weekly Wins3. What Entrepreneurs Get Wrong About Productivity4. Why Vision Matters More Than StrategyLinkedIn: https://www.linkedin.com/in/brian-moran-13836115/ Website (company): https://www.samcart.com/               (personal): https://www.brianmoran.com/ Facebook: https://www.facebook.com/followbrian/ Instagram: https://www.instagram.com/brianmoran13/ X: https://x.com/realbrianmoran TikTok: https://www.tiktok.com/@samcartfounder YouTube: https://www.youtube.com/@BrianMoranSC Podcast: https://open.spotify.com/show/2sYCLoGePAGp0etV2OtI8FMaximize 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.

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!

Does a 1% AUM fee really cost you 25% of your returns? Tim Ulbrich and Tim Baker run the numbers and give you a framework to evaluate the real cost and the real value of financial planning. Episode Summary YFP Co-Founder & CEO, Tim Ulbrich, PharmD, and YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP®, tackle a common concern about working with a financial advisor: Does paying a 1% fee for assets under management (AUM) really eat away a quarter of your investment gains over time? We run the actual numbers using compound interest calculators to see how much a 1% advisory fee could cost over the long term and whether the 25% claim holds true. But this episode isn't just about math. Tim and Tim also zoom out to look at the bigger picture: What's the ROI of the fee you're paying? Because it's not just about investment returns, it's also about the potential behavioral coaching, tax strategies, withdrawal planning, and comprehensive financial guidance that a good advisor brings to the table. Whether you're a die-hard DIY investor, already working with an advisor, or considering working with a financial planner for the first time, this episode will give you a practical framework to evaluate the real cost and real value of financial advice. Mentioned on the Show YFP YouTube Channel YFP 404: 5 Key Questions to Ask Before Hiring a Financial Planner  Vanguard: Putting a value on your value: Quantifying Vanguard Advisor's Alpha® The Investment Funds Institute of Canada. Financial Advice in Canada, November 2022. Kitces Quantifying the Value of Financial Planning Advice Record a Question to be Featured on an Ask YFP Episode Email YFP: info@yourfinancialpharmacist.com

Scott Franklin (https://www.linkedin.com/in/scott-franklin-7a653b19/) is the Founder & CEO of Lumos Solar, a Colorado firm turning carports, canopies, and facades into high-performance solar generators. A former professional rock climber, Scott now applies the same grit to building architectural solar that looks as good as it performs—powering brands like Porsche while keeping cars and people shaded.In this episode, Chris and Scott cover:How overhead solar carports can meet 100 % of U.S. power demandWhy aesthetics—not tech—are the real barrier to solar adoptionThe business math that makes shade, energy, and EV charging a triple winModular “solar-as-building-material” solutions for architects and ownersConnect with Scott & Lumos Solar:Website: https://lumossolar.comLinkedIn: https://www.linkedin.com/in/scott-franklin-7a653b19/X: https://x.com/scottfranklinMaximize 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Always consult a qualified advisor before making financial decisions.

Jerry Luftman, Ph.D. (https://www.linkedin.com/in/luftman/) is Founder & Managing Director of the Global Institute for IT Management. After 22 years at IBM—culminating as CIO—he built one of the world's largest Information Systems programs at Stevens Institute of Technology, then launched GIIM to close the leadership gap between fast-moving tech and slower-moving organizations. His Strategic Alignment Maturity Model is used by one-third of Global 1000 firms, and his annual IT-trends study is an industry benchmark.In this episode, Chris and Jerry cover:Why AI & blockchain projects stall—and the fixes that workThe four leadership skills every technologist needs in 2025Co-branding executive programs with universities and enterprisesUsing the Strategic Alignment Maturity Model to measure digital readinessConnect with Jerry:LinkedIn: https://www.linkedin.com/in/luftman/Website: https://www.globaliim.comBooks: https://www.amazon.com/Competing-Information-Age-Align-Sand-ebook/dp/B0054WBO3G?ref_=ast_author_mpbMaximize 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 general information only. It is not an offer to buy or sell securities. Investing involves risk of loss. Consult a qualified advisor before making decisions.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Adrian G. Davies (https://www.linkedin.com/in/adriandavies1/) is the President and Portfolio Manager at Woodstock Corporation—In addition to providing portfolio management and financial consulting services for individual clients, Adrian G. Davies is the firm's Chief Investment Officer and Chief Operations Officer. He also has analytical responsibilities for covering technology and business services stocks and directs the firm's information technology strategy.In this episode, Chris and Adrian discuss:1. Why Most People Ignore Portfolio Managers—Until They Don't2. Building Lasting Client Relationships in Wealth Management3. Navigating Market Cycles4. Word-of-Mouth GrowthLinkedIn: https://www.linkedin.com/in/adriandavies1/Website: https://www.woodstockcorp.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. 

David Snider (https://www.linkedin.com/in/sniderdavida/) is the Founder & CEO of Harness Wealth, a platform that pairs modern tax software with a curated marketplace of elite CPAs, financial advisors, and trust-and-estate professionals. After stints at Bain Capital and Compass—where he helped raise $300 M and reach a $1.8 B valuation—David set out to fix the fragmented tax experience for equity owners and growing businesses.In this episode, Chris and David cover:Why most founders miss huge tax-planning opportunities—and how Harness closes the gapThe tech stack that lets CPAs spend less time chasing documents and more time advisingHarness's marketplace model: matching clients to vetted specialists without big-firm markupsLessons from Bain & Compass on scaling trust-based advisory businessesConnect with David & Harness Wealth:Website: https://www.harness.coLinkedIn: https://www.linkedin.com/in/sniderdavida/X: https://x.com/davidsniderhwMaximize 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 for general information purposes only. This content is not intended to be and should not be construed as an offer to buy or sell any securities or other investments. Investing involves risk, including the possible loss of principal. Investors should be prepared to bear potential losses and should carefully consider their own investment objectives, risk tolerance, financial situation, and needs before making any investment decision. Past performance is not indicative of future results. Always consult with a qualified financial, legal, or tax professional before implementing any strategy discussed herein.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Britt Harris. Britt is a legendary investor, financial leader, and coach. He has managed over $500 billion in AUM over his career. You will learn why true leadership in finance goes beyond technical expertise—it requires wisdom, integrity, and a commitment to serving others. Britt has managed over $500 billion across top institutions like Bridgewater and Texas Teachers. They explore the power of truth in leadership, the importance of values-driven decision-making, and how financial professionals can create a lasting positive impact. Britt shares insights on developing wisdom, building strong organizational cultures, and aligning actions with enduring principles. Tune in for timeless insights on leadership, character, and ethical success in finance.Meet Britt Harris:Britt Harris is a renowned investment leader and educator who has served as CIO or CEO for eight different investment firms, managing over $500 billion throughout his career. As the only executive to serve as CEO across all major asset categories - including Verizon (corporate), Texas Teachers (public), Bridgewater (hedge funds), and UTIMCO (university endowments) - Harris brings unique insight into leadership and financial stewardship. He founded the prestigious Titans of Investing program, which has trained over 1,000 graduates across 35 states and 14 countries, collectively creating 41 businesses valued at over $5 billion. His extensive experience includes serving on advisory boards for the New York Stock Exchange and Dallas Fed, advising five different countries on financial markets, and earning three lifetime achievement awards. 

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they've differentiated the firm as a result.Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!Show Notes00:00 Introduction and Guest Introduction00:24 Experiences in Private Banking01:28 Independent Advisors and Private Markets01:46 IEQ Capital's Approach to Private Markets03:33 Scaling and Research in Alternative Investments05:48 Client Experience and Customization07:35 Technology and Tax Strategy10:46 Innovative Ideas in Private Markets13:13 Conclusion and Final Thoughts

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician's unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.In this episode, Chris and Robert discuss:1. Helping Clients Manage Saving vs. Spending Conflicts2. Growing Your Practice Through Educational Seminars3. Working with Negative Net Worth Clients4. How to Help Your Clients Transition from Debt to WealthLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ Website: https://www.robschultzwealth.com/        https://www.artisancap.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 guest is Mark Hays, Director of Sustainable & Impact Investing at Glenmede — a firm managing $48 billion with a client-to-employee ratio that keeps conversations personal and strategy focused.Mark's journey into finance started early — running a lemonade stand to save up for a Sega Genesis and learning about markets through a third-grade stock project that didn't go as planned. That early curiosity eventually led to a career spanning Cambridge Associates, OMERS, Flat World, and J.P. Morgan — where he became the firm's first U.S. sustainable investing hire.Now at Glenmede, Mark helps clients align their portfolios with their principles — not just in theory, but through tangible investments. Glenmede offers investment management, wealth planning, fiduciary, and advisory services to high-net-worth individuals, families, endowments, foundations, and institutional clients.It has $48 billion in assets under management, but keeps a 4-to-1 client-to-employee ratio and promises, in Mark's words, “the experience of a $200 million family as a $10 million individual.” That approach means every client gets tailored advice, deeper conversations, and impact reporting that goes far beyond ESG scores.Nearly 20 percent of AUM sits in strategies that fit Glenmede's four-category investment taxonomy (Integrated, Mandated, Thematic, High-Impact Concessionary) and span almost every asset class. Mark's through-line is what he calls “sustainable prosperity” — the belief that helping those with the least doesn't take away from others, but actually creates more opportunity and value for everyone.At Glenmede, that vision shows up not only in where the money goes but in how clients are engaged. Mark and his team don't just plug people into products — they guide multi-generational families through deep, often difficult conversations about values, legacy, and measurable impact. That means starting with inquiry, moving through education, assessment, and implementation, and ending with real measurement — not in vague ESG scores, but in tangible results like gallons of water saved, emissions avoided, or communities reached.Mark knows that impact is a moving target, but he also knows how to hit it: by staying curious, staying human, and staying honest about what money can and cannot do.Tune in to hear how he turns that approach into measurable impact.—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:

My guests today are Alex Pall and Drew Taggart, who you might know as The Chainsmokers. We explore their fascinating evolution from scrappy DJs to global superstars to serious venture capitalists with their fund Mantis. Drew and Alex share how the same high-touch, relationship-driven approach that built their music empire now defines their investment philosophy. Their framework for backing founders mirrors their artistic process: they invest in obsessive individuals who will pursue their vision regardless of external validation, much like how they've remained authentic to their sound despite industry pressures. We discuss parallels between creative iteration in music and venture investing, particularly around managing failure, maintaining intentionality in an age of abundance, and the importance of taste as a differentiating factor. Please enjoy this fascinating discussion with The Chainsmokers, Alex Pall and Drew Taggart.  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 (00:06:16) The Creative Process Behind Songwriting (00:07:33) Exploring the Emotional Depths of Music (00:11:50) Navigating the Music Industry and AI (00:17:45) The Importance of World Building in Music (00:21:27) Finding Your Creative Itch (00:35:04) The Chainsmokers' Journey and Work Ethic (00:40:37) The Business Side of the Chainsmokers (00:45:43) Venturing into Tech and Investments (00:51:39) The Evolution of Mantis (00:53:11) Overcoming Celebrity Investor Stereotypes (00:55:20) Supporting Founders Like Record Labels (00:57:26) The Art of Collaboration (01:04:02) The Grind to Success (01:13:49) Investing Insights and Evolution (01:26:39) The Kindest Thing Anyone Has Ever Done for Drew and Alex

Griffin Kirsch built a $200 million AUM firm in just five years—while maintaining a 70% profit margin. Delivering high-touch planning to business owners and real estate investors without charging fees on those assets, Griffin's focus on providing hard-dollar value to his clients (especially around tax strategy and real estate decisions) has fueled deep trust and strong referral-driven growth. Griffin is the owner of GK Wealth Management, an RIA based out of Nevada that oversees $200 million in assets under management for 450 households. In this episode, he shares how his unconventional model helped him scale quickly, how proactive outreach to businesses during the COVID pandemic sparked major momentum, and why he segments clients by complexity rather than AUM. He also explains how he developed partnerships with CPAs that generate ongoing referrals, as well as how outsourcing investments and empowering junior advisors allow the firm to grow sustainably—without necessarily relying on him at the center. For show notes and more visit: https://www.kitces.com/443

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!

Stuart Dunbar is a Partner at Baillie Gifford, based in Edinburgh, where he has worked since 2003. He previously held a range of institutional marketing roles, but before that there were some unexpected interests and pursuits.We start there, with his move to Hong Kong and some of the cultural differences that he perceived when working overseas more broadly, much of them to do with self-confidence and presence in the workplace. We move then to discussing the evolving shape of institutional investing and how asset managers can adapt to changing investor needs. We speak about predicting the shape of future demand, seeing where the puck is moving to, and changing how asset managers work with clients. Some of this is the consultative approach, some of this is simply adapting to changing needs. We also discuss the future of active asset management more broadly.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.

We began a new series about analyzing the gurus! We'll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Ramit Sethi, his philosophy of a “rich life,” his “conscious spending plan,” and his take on investing. Top takeaways: Broad-based percentage-based structures just don't work for everyone. The emphasis on a rich life and guilt-free spending can lead to people to focus on necessities and fun money at the expense of savings. Automation can be great as long as you reevaluate and adjust things over time. Houses are great hedges against inflation in retirement. Ramit's rant against AUM and financial advisers just doesn't make sense. Related episodes: Episode #130: The 411 on HSAs Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

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.

Angel Studios https://Angel.com/ToddBecome a Premium Angel Studios Guild member to watch The King of Kings, stream all fan-curated shows and movies, and get 2 free tickets to every Angel Studios theatrical release. Alan's Soaps https://www.AlansArtisanSoaps.comUse coupon code TODD to save an additional 10% off the bundle price.Bioptimizers https://Bioptimizers.com/toddEnter promo code TODD to get 10% off your order of Berberine Breakthrough today.Bizable https://GoBizable.comUntie your business exposure from your personal exposure with BiZABLE.  Schedule your FREE consultation at GoBizAble.com today.  Bonefrog https://BonefrogCoffee.com/toddThe new GOLDEN AGE is here!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark Capital https://KnowYourRiskPodcast.comBe confident in your portfolio with Bulwark! Schedule your free Know Your Risk Portfolio review. Go to KnowYourRiskPodcast.com today.Renue Healthcare https://Renue.Healthcare/ToddYour journey to a better life starts at Renue Healthcare. Visit https://Renue.Healthcare/ToddLISTEN and SUBSCRIBE at:The Todd Herman Show - Podcast - Apple PodcastsThe Todd Herman Show | Podcast on SpotifyWATCH and SUBSCRIBE at: Todd Herman - The Todd Herman Show - YouTubeHow should the well-organized and well-funded riots affect our economy? How will the Israel-Iran conflict impact the economy? How does putting God first impact your business?Episode links:Started our firm (wife and I) about 12 years ago. Had about a total of $12 mill in AUM. As of today, we mage just about $850 million and have 19 employees. Two things you MUST learn to be successful:Trump, in reversal, may exempt farms and hotels from immigration raids

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

In this episode of The Distribution, host Brandon Sedloff sits down with Patrick McBride, co-founder and co-CEO of Coastal Ridge, to explore the firm's evolution from a small entrepreneurial venture to a vertically integrated investment platform managing $5 billion in gross AUM. McBride walks through the pivotal moments that shaped Coastal Ridge's growth, including early partnerships with family offices, scaling with institutional joint ventures, and the recent transition to discretionary fund management. The conversation covers the strategic advantages of student housing, why vertical integration has been core to their model, and how Coastal Ridge's Midwest roots influence its culture and execution. They discuss: How Coastal Ridge began as a partnership between college friends and scaled through $400M in backing from family offices The firm's three-phase capital evolution: private capital, institutional JVs, and discretionary funds Why student housing complements multifamily and what's driving double-digit rent growth in the sector What makes a great student housing investment and how Coastal Ridge adds value to 10–20-year-old properties How vertical integration enhances performance across living strategies and creates competitive advantages A valuable listen for investors, operators, and entrepreneurs seeking to understand how durable real estate businesses are built over time. Links: Coastal Ridge - https://www.coastalridge.com/ Patrick on LinkedIn - https://www.linkedin.com/in/patrick-r-mcbride/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:20) - Patrick McBride's career and background (00:02:01) - The origin story of Coastal Ridge (00:03:51) - Early challenges and key partnerships (00:06:35) - Evolution to institutional capital (00:13:02) - Current strategies and market insights (00:14:05) - Student housing sector deep dive (00:24:05) - Future vision and company culture (00:28:33) - Leadership and entrepreneurial advice (00:31:31) - Conclusion and closing remarks

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.

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.

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

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.