Podcasts about aum

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Play Episode Listen Later May 26, 2025 2:50

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!

Transform Old Buildings into GOLD! How to Profit from Adaptive Reuse

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Play Episode Listen Later May 23, 2025 3:11

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!

Don't Mistake Risk For Stress: Direxion's CEO Douglas Yones on Risk, Reward, and Leveraged ETFs

Smart Money Circle

Play Episode Listen Later May 22, 2025 60:19

Don't Mistake Risk For Stress: Direxion's CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor's degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.Note: Please Read The Full Disclaimer On The Company's Website:An investor should carefully consider a Fund's investment objective, risks, charges, and expenses before investing. A Fund's prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund's prospectus and summary prospectus or call 866-476-7523. A Fund's prospectus and summary prospectus should be read carefully before investing.Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds' investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF's investments in a particular industry, sector or company, which can increase volatility... The rest of the disclaimer is on the company's website

Stop Struggling, Start WINNING: The Secret to Daily Momentum

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Play Episode Listen Later May 21, 2025 2:39

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!

Episode 311: Dan Gore of Orthogonal Partners: Approaching Investing from all of the Right Angles

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Play Episode Listen Later May 20, 2025 28:48

Daniel Gore is a Founding Partner of Orthogonal Partners, a boutique asset manager investing in "next generation" alternative investment strategies. He has had an extensive career in investing, including time spent in angel investing, in a family office and in film finance. He is currently pursuing opportunities in small and mid market UK firms. Our conversation starts with the path that Dan took to this point, which included numerous different opportunities for learning – and we hear about the importance of trust and integrity as values that transcend different investment areas. Dan reflects on his unconventional career, gaining a broad understanding of different asset classes and the importance of backing the right teams. Moving now to Orthogonal partners, we speak about its range, and why it is a source of unconventional returns, and we discuss the structural funding gap in the UK SME market and the government's efforts to address it through the British Business Bank. We dive in to some details of the UK SME market, which presents a meaningful opportunity set with 5.6 million SMEs accounting for 99% of all businesses and 60% of private sector jobs. We conclude with some reflections on the power of networking and the value of building relationships from the start of one's career. Thank you Eagle Point Credit and Benefit Street Partners for supporting this series!With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans

KindredCast: Insights From Dealmakers & Thought Leaders

Play Episode Listen Later May 19, 2025 70:22

Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Ryan: https://x.com/ryanberckmans Follow Tom: https://x.com/dunleavy89 Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- 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.

Finding Opportunities in Moments of Uncertainty with Blackstone's Lionel Assant

Play Episode Listen Later May 19, 2025 33:10

LionTree's Louis Kenna is joined in the company's UK office by Lionel Assant, Global Co-Chief Investment Officer of Blackstone. Lionel came to Blackstone in 2003, four years prior to the firm going public; in that time, their AUM has risen from ~$27 Billion to around $1.1 Trillion. Executing on 70 plus strategies across four divisions, Lionel details how Blackstone's scale enables them to make bold investments, and, via their long-standing involvement with Impetus, to apply time-tested Private Equity methodology to effect social good.This podcast is for information purposes only. The opinions and views expressed in this material are solely the participant's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. This material should not be copied, distributed, published, or reproduced, in whole or in part, or disclosed by any recipient to any other person without the express written consent of LionTree. The information contained in this material does not constitute a recommendation, offer or solicitation from any LionTree entity to the recipient with respect to the purchase or sale of any security, and LionTree is not providing any financial, economic, legal, investment, accounting, or tax advice through this material or to its recipient. Neither LionTree nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this material and any liability therefore (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.Third-party content may be published on LionTree pages in response to this material. Such content is not reviewed by LionTree before it is displayed and LionTree cannot guarantee the accuracy or completeness of such content. The opinions and views expressed by the authors of such third-party content are solely the author's personal opinions and do not necessarily reflect the opinions of LionTree or its affiliates. LionTree reserves the right to remove, alter or edit any third-party content published on LionTree pages. LionTree expressly disclaims any liability (including in respect of direct, indirect, or consequential loss or damage of any kind whatsoever) arising out of, or in connection with, the access or use of any social media platform or LionTree page. Use of a social media platform or LionTree page is at your own risk.Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund's governing documents and related subscription materials. Listeners and viewers should not assume that companies identified in this audio and/or video are representative of all investments made or recommended by LionTree on behalf of each firm's clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results.For further information, please see: https://liontree.com/disclaimer/. If you have questions, please go to https://liontree.com/ and select “Contact.”See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Inside the Platform Powering +$171B in Private Capital, with AngelList CEO Avlok Kohli

The Fintech Blueprint

Play Episode Listen Later May 19, 2025 43:06

Lex chats with Avlok Kohli - the CEO of AngelList, about the company's significant evolution. Initially a platform for startups to connect with venture capitalists, AngelList has transformed into a comprehensive fintech entity encompassing private equity and cryptocurrency. Avlok discusses the strategic pivots, including the introduction of syndicates and rolling funds, that have redefined the company's business model. The episode also explores the broader implications of crowdfunding and the unique challenges in the crypto space, offering a deep dive into AngelList's impact on the financial services industry. Notable discussion points: 1. AngelList's Second Founding: Reinvention as a Fintech Platform: Since 2019, AngelList has transformed from a mixed-use startup platform into a focused fintech infrastructure business for fund managers. Avlok Kohli spun out the syndicates arm and built a scalable product offering that includes SPVs, venture funds, and innovative structures like Rolling Funds and Roll Up Vehicles. This pivot catalyzed explosive growth—from ~$1B in AUM in 2019 to $171B+ today—by enabling fund creation and deployment at scale. 2. Product Innovation as a Strategic Advantage: Instead of competing with well-capitalized incumbents like Carta on sales and marketing, AngelList focused on building category-defining products. The launch of Rolling Funds—allowing fund managers to raise publicly and continuously—was a breakout moment. It created viral word-of-mouth growth and redefined how emerging fund managers could access capital, illustrating the principle: “You can't win by playing someone else's game.” 3. AI and the Future of Private Markets Infrastructure: AngelList is embedding AI across three strategic layers: (1) Back-office automation, replacing manual workflows, (2) Customer service enhancement, enabling agents to respond to LPs with real-time data, and (3) Data reasoning products, like Fin, which analyzes anonymized fund and secondary data to deliver actionable private market insightsThis positions AngelList not only as an admin platform but as a data intelligence layer over the private capital markets. MENTIONED IN THE CONVERSATION Topics: Fintech, Web3, Venture, VC, Venture capital, private markets, fundraising, crowdfunding, crypto, web3, AI, Angellist, Coinlist, Carta, Gumroad ABOUT THE FINTECH BLUEPRINT

Why Entrepreneurship Isn't About ‘Working Harder,' But Smarter

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Play Episode Listen Later May 19, 2025 2:31

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!

From Feasibility to Financing: Real Estate Development Made Simple

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Play Episode Listen Later May 16, 2025 2:47

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

Discover how Dr. Gower raised over $500M and helped clients acquire over $35B in real estate assets!

The Naked Truth About Real Estate Investing

Play Episode Listen Later May 14, 2025 49:27

What if your capital-raising success wasn't about who you knew—but how you show up online? In this episode of the Hero Capital Show, Dr. Adam Gower—real estate crowdfunding pioneer, author of five books, and architect behind $500M+ raised shares the exact philosophy and framework that has helped his client's control over $35B in AUM. From the origins of real estate syndication to today's digital-first capital environment, Dr. Gower reveals why authenticity, magnetic messaging, and consistent visibility are now non-negotiable for raising money in a skeptical market. Whether you're launching your first fund or scaling your investor base, this episode will challenge the way you think about trust, influence, and long-term wealth building.Top 5 Key Takeaways:You Are the Avatar: Dr. Gower debunks the traditional “investor avatar” model and shows why authenticity—not targeting—is what builds real trust.Raise Capital Like a Shopkeeper: Start local, stay honest, and build meaningful relationships just like your favorite neighborhood store owner.Why Most Messaging Fails: Tired clichés like “passive income and financial freedom” repel more than they attract—especially in today's skeptical investor climate.Marketing Channels that Convert: Meta ads, cold outreach, newsletters, and speaking on podcasts all work—but only when paired with a strong lead-generating website.Brace for the Black Cygnet: Gower predicts a fragile economic shift ahead, where even small events could trigger widespread disruption—making investor trust more critical than ever.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

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Master Due Diligence: How to Evaluate Apartment Complex Investments

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Play Episode Listen Later May 14, 2025 4:18

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!

Growth Equity Leader: Adams Street's Brian Dudley

GrowthCap Insights

Play Episode Listen Later May 14, 2025 21:53

In this episode we speak with Brian Dudley, Partner at Adams Street Partners, a global private markets investment manager with investments in more than 30 countries across five continents. Adams Street is 100% employee-owned and has $62 billion in AUM across primary, secondary, growth equity, credit, and co-investment strategies. The firm strives to generate actionable investment insights across market cycles by drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships. Since joining Adams Street's Growth Equity Team in 2013, Brian has led the firm's application software investments, focusing on growth equity in software, fintech, and consumer sectors, while actively contributing to thought leadership, industry events, and several key committees. Brian supports RallyCap Sports. To learn more about this organization click here. I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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#125 Why Educating Clients is the Most Powerful Sales Strategy w/ Kimberly Stewart, Financial Advisor, KRS Wealth Management - Ameriprise Financial Services, LLC

Play Episode Listen Later May 13, 2025 30:17

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kimberly Stewart, CFP®, CLU®, CLTC® (https://www.ameripriseadvisors.com/kimberly.r.stewart/), is a highly experienced financial advisor and CERTIFIED FINANCIAL PLANNER™ professional with 32 years of expertise in investment management, insurance, and women's financial strategies. As the founder of KRS Wealth Management, Kimberly is dedicated to empowering clients with the knowledge and tools to achieve their financial goals.In this episode, Chris and Kimberly discuss:1. Planting the Right Seeds: Why Authentic Relationships Matter2. Helping Clients Make Smarter Financial Decisions Through Knowledge3. Client-Centered Growth: How to Build a Business That Runs on Referrals4. Thriving as a Minority in a White-Male-Dominated IndustryLinkedIn: https://www.linkedin.com/in/krswealthmanagement/ Website: https://www.ameripriseadvisors.com/kimberly.r.stewart/ Facebook: https://www.facebook.com/KRSWM/ 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.

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Episode 310: Fernando Vinzons of Chicago Teachers Pension Fund: From the Shoulders of Giants to Forging a New Path

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Play Episode Listen Later May 13, 2025 27:22

Fernando Vinzons is Chief Investment Officer at the Chicago Teacher's Pension Fund, a role he has held for almost 3 years. He previously spent over 13 years at the Cook County Pension Fund and started his career in investment research. Our conversation starts with Fernando's initiation into stock picking, and how he earned the ropes pitching stock ideas to a legendary hedge fund manager. We move then to his move to an allocator role, and the entrepreneurial nature of his formative years, when resource constraints required the wearing of many hats.We move then to the Chicago Teachers Pension Plan and we discuss their diversity program in detail - we hear how the pension fund is leading the way in diversity, with over 51% of their portfolio managed by MWBE firms. The Fund's "First Look" program gives smaller investment firms a platform to showcase their talents and break through traditional industry barriers. We discuss the benefit that this dialogue can create for these emerging managers who still struggle to get air time. Ending with advice and reflections, Fernando offers a reminder to stay calm, focus on long-term strategies, and remember that there's more to life than work stress. He also touts the benefit of travel to broaden the mind and offer more perspective. Thank you Eagle Point Credit and Benefit Street Partners for supporting this series!With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

Why Apollo Created Their Onchain Credit Fund | Christine Moy, Carlos Domingo & Tarun Chitra

Play Episode Listen Later May 12, 2025 71:34

Gm! This week we're joined by Christine Moy, Carlos Domingo & Tarun Chitra to discuss the launch of crypto largest onchain credit fund. We deep dive into what is private credit, the future of tokenization, onchain vs tradfi risk management, finding product market fit & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Christine: https://x.com/cmoyall Follow Tarun: https://x.com/tarunchitra Follow Carlos: https://x.com/carlosdomingo Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- 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. :small_blue_diamond: Screen, chart, and analyze 1300+ tokens :small_blue_diamond: Summarize market-moving news instantly :small_blue_diamond: Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie Get started today: https://askfocal.com -- AO Mainnet is LIVE! Experience the future of decentralized computing: infinite parallel processing, secure TEE-powered computations, and LLMs in smart contracts. Built on Arweave, AO's modular design shatters scalability limits. 100% of tokens are distributed to Arweave holders and bridge depositors, with a fixed supply and halving. Explore AO today: https://ao.arweave.dev -- Token.com is a social-first crypto platform transforming how people discover and trade through crypto content. The revolutionary in-feed trading turns complex crypto into intuitive investments, while content creators earn from every trade and projects amplify their stories through native tokens - creating a new era of social media-powered crypto discovery. Just scroll to watch and tap to invest. Download the app! -- Timestamps: (00:00) Intro (02:02) What Is Private Credit? (06:32) The ACRED Levered RWA Strategy (09:29) How To Bring TradFi Onchain? (20:51) Ads (ZKSync, Zenrock) (22:30) How Does the Levered RWA Strategy Function? (32:14) A New Era For Tokenization (36:32) Ads (ZKSync, Zenrock) (38:11) Onchain vs TradFi Risk Management (42:47) How To Avoid Leverage Unwinds (49:36) Ads (Falcon x,Arweave, Token.com) (51:50) Finding Product Market Fit (01:04:57) The Future Of Tokenization — 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.

#133 Sports Agent? No, Advisor Agent! w/ Louis Diamond, President, Diamond Consultants

Play Episode Listen Later May 12, 2025 33:04

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Louis Diamond is the go-to consultant for elite financial advisors navigating transitions, entrepreneurs with their sights set on launching an independent firm, and business owners contemplating M&A opportunities. Known for his sharp business acumen and analytical mindset, Louis brings clarity to complexity, helping advisors make confident decisions that shape their futures—serving as a trusted guide to those evaluating how best to serve clients while maximizing long-term enterprise value.In this episode, Chris and Louis discuss:1. What Advisors Really Go Through Before Making a Move2. The Big Firm Advantage Is Fading—Here's Proof3. Making the Move: What Smart Advisors Consider First4. What Clients Say When Advisors Leave Big FirmsLinkedIn: https://www.linkedin.com/in/louisdiamond/ Website: https://www.diamond-consultants.com/ X (formerly Twitter): https://x.com/LouisDiamondDC Podcast: (iTunes) https://podcasts.apple.com/us/podcast/the-diamond-podcast-for-financial-advisors/id1305878240Spotify: https://open.spotify.com/show/4v7mreLUwSSU0PaqqL7hHD 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.

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How to Handle Business Challenges Without Feeling Overwhelmed

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Play Episode Listen Later May 11, 2025 3:19

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!

The Ultimate Guide to Valuing Land with Property for Maximum Profit

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Play Episode Listen Later May 9, 2025 2:23

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!

Double your AUM without Hiring - with Andy Rothery & Maya the Robot

The Return: Property & Investment Podcast

Play Episode Listen Later May 8, 2025 44:17

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

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#129 Redefining 'Ideal Clients' and Letting Go of the Wrong Ones w/ Nicholas Ockenga, Financial Planner, Sentinel Group

Play Episode Listen Later May 7, 2025 41:58

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Nicholas Ockenga (https://www.sentinelgroup.com/) is a Financial Planner at Sentinel Group based in Wakefield, Massachusetts. Previously, Nicholas was a Senior Financial Wellness Educator at Sentinel Group and also held positions at North Shore Clothing, Salem Five, Capography. Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.In this episode, Chris and Nicholas discussed:1. Building a Business by Default vs. Design2. The Plateau Between $250K–$300K3. Redefining 'Ideal Clients' and Letting Go of the Wrong Ones4. Selling the Right Result (Not Just Deliverables)LinkedIn: https://www.linkedin.com/in/nicholasockenga/ Website: https://go.oncehub.com/Nicholas-Ockenga https://www.sentinelgroup.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.

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Start Your Business from Scratch—No Excuses, Just Results.

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Play Episode Listen Later May 7, 2025 11:58

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!

Episode 309: Peter Wilson of HarbourVest Partners - The Growth that Lies at the Edge of the Comfort Zone

SRI360 | Socially Responsible Investing, ESG, Impact Investing, Sustainable Investing

Play Episode Listen Later May 7, 2025 34:55

Peter Wilson is Managing Director at HarbourVest Partners, a private markets specialist firm with over $140 billion in assets across 14 offices. Peter has worked at HarbourVest for most of his career, in a series of roles, most recently as one of two members of the firm's Executive Management Committee which ran the firm from 2012 to 2024. In this broadranging discussion, Peter discusses his career journey and the firm's evolution as well as that of the private equity industry more broadly. We discuss the shift from standardized to bespoke investment strategies, catering to institutional and high net worth clients and some of the more derivative strategies that have emerged, such as secondaries, NAV lending and co-investments. We discuss the the importance of authenticity in leadership and why pushing outside one's comfort zone and taking on stretch challenges is so important to continue to grow in one's career. Thank you Eagle Point Credit and Benefit Street Partners for supporting this series!With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

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From £10M to £2B: Michele Giddens “Bridges” Impact Purpose with Double-Digit Returns (#085)

Play Episode Listen Later May 7, 2025 88:07

My guest today is Michele Giddens, Co-Founder and CEO of Bridges Fund Management — one of the early architects of impact investing, before the term was even coined.Bridges now has over £2 billion in AUM invested in private equity and property, but back in 2002, it began with little more than a blank sheet of paper and a conviction that capital could — and should — be used to address some of society's biggest challenges.Michele and her co-founders, Sir Ronald Cohen and Philip Newborough, believed social and environmental impact didn't have to come at the expense of returns. That belief has held firm for over two decades — and continues to shape how Bridges invests today.After graduating with a PPE degree from Oxford, she skipped the corporate path and headed to Mexico City to teach English — the start of what became 15 years living and working abroad. From Hungary to Poland, Bangladesh to Mongolia, she followed the same instinct: a need to be close to where impact actually happens. That drive brought her back to the UK in 2000 to advise the Treasury's Social Investment Task Force, chaired by Sir Ronald Cohen. One of its key recommendations was to launch funds focused on underserved parts of the UK. Michele helped shape that idea — and stayed to build the first one.Their first fund was £40 million, including £10 million in catalytic capital from the UK government, structured to take more risk and go in first. “One of the very best uses of taxpayer money,” she says — because it helped unlock over £2 billion in private sector investment since.Today, Bridges operates across two verticals: building a more sustainable planet and a more inclusive economy. In property, that means co-living spaces, healthcare, and age-friendly housing. In private equity, it includes companies like AgilityEco, which helped 200,000 households reduce energy bills, and Talking Talent, which helps underrepresented employees rise through leadership.Michele is clear-eyed about what impact can and can't do. Some challenges need capital that's more patient, more risk-bearing, or even concessionary. That's why Bridges has built nonprofit arms to reach the edges of what the market can't serve.But she's equally convinced — and backed by two decades of results — that plenty of investments deliver both meaning and double-digit returns, if you design for it.That's been the aim from the start — not to trade one off against the other, but to hold both to a high standard. Twenty years on, that idea hasn't softened.What Michele and her team have built isn't just a firm. It's a bridge. And over twenty years in, it still holds.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. —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:Michele Giddens LinkedInBridges Fund Management: - Website- LinkedIn- X (Twitter)- YouTubeThe Bridges Spectrum of Capital - download here

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Ep 267 Profitable Exit Strategy and Succession Planning with Eric Brotman

Profit Answer Man: Implementing the Profit First System!

Play Episode Listen Later May 6, 2025 41:54

Profitable Exit Strategy and Succession Planning with Eric Brotman Are you building a business you can actually walk away from? What if the problem isn't how to exit—but how you think about it? This week on The Profit Answer Man, we sat down with the legendary Eric Brotman, CEO of BFG Financial Advisors, who's flipping the script on succession planning. For him, retirement isn't the end—it's a graduation into a new, exciting chapter. In this episode, we're not just talking theory—we're breaking down the actual moves Eric made over 15 years to build a business that thrives without him. If you're serious about maximizing the value of your business and exiting on your terms (without private equity hijacking your legacy), this is the playbook you need. In This Episode, You'll Learn: Why Eric hates the word retirement—and what mindset shift could unlock your next level. How to start building your exit strategy a decade before you plan to leave. The difference between building a sellable company… and just owning your job. Real-world examples of internal succession done right—without sacrificing culture or control. The one metric you're probably not watching that could destroy your transition plan. Key Takeaways: Start Your Exit Long Before You Need It. Eric started building his succession plan at 38. Today, he's gradually transferring ownership to internal partners—protecting culture, profitability, and legacy. “Graduation” Beats “Retirement”. Instead of stepping away into boredom, Eric talks about moving into a chairman/advisory role, staying engaged with strategic vision without day-to-day stress. Internal Buyouts Aren't Always Lucrative—But They're Often More Fulfilling. He could've taken a big check from PE. Instead, he chose continuity, values, and staying true to the mission. Team Building Is Strategic Planning. This wasn't just about creating a leadership team. It was about building equity, commitment, and a business that thrives without dependency on one person. Succession = Culture + Cash Flow + Control. Get these right, and you've got options. Ignore them, and you're the bottleneck holding the whole thing back. About Eric Brotman: Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors, founder of Brotman Media Group, and author of Don't Retire…Graduate! With 30+ years in the financial planning world and over $700 million AUM, Eric is a true architect of long-term business and financial legacies. His firm's unique internal succession model offers a rare roadmap for owners who want to graduate instead of retire. Conclusion: Will Your Business Outlive You? Too many founders build a business that dies when they leave. Eric Brotman is living proof that with vision, systems, and intentional planning—you can build a company that survives and thrives without you. If you're not exit-ready, you're not growth-ready. It's time to change that. Links: https://www.facebook.com/BFGFinancialAdvisors/ https://www.linkedin.com/company/bfgfa/ https://www.linkedin.com/in/ebrotman/ https://www.instagram.com/bfgfinancialadvisors/ brotmanmedia.com Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

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DeWayne Louis on Scaling Smarter with AI at Versor Investments

Dakota Rainmaker Podcast

Play Episode Listen Later May 6, 2025 43:38

In this episode of the Rainmaker Podcast, guest host Pat Tighe welcomes DeWayne Louis, founding partner of Versor Investments, for a deep dive into how the firm uses technology, process, and leadership discipline to scale a lean, global investment business. With over 20 years of experience spanning hedge funds, private equity, and investment banking, DeWayne shares how his career shaped the culture and strategy behind Versor's quantitative investment platform.Versor, managing approximately $1.4 billion in AUM, specializes in quantitative equity strategies including single stocks, event-driven, and global equity index futures, all powered by proprietary research and robust data infrastructure. Founded by a team that previously worked together at Investcorp, Versor's mission was to spin out and commercialize the quantitative research insights they had developed over a decade of institutional investing.A central theme of the episode is Versor's use of AI and automation to maximize efficiency. With just five people on the distribution team, the firm leverages tools like Salesforce, Microsoft Teams transcription, Motion AI for project tracking, and automated DDQ systems like Qvidian to streamline operations and boost productivity. DeWayne emphasizes that embracing AI isn't optional—it's a strategic advantage. He shares how junior team members often lead innovation by identifying new tools, and leadership's openness to those ideas allows the firm to stay nimble and competitive.DeWayne also walks through how the team organizes itself using OKRs and A+ projects—firmwide priorities with measurable outcomes that drive growth and innovation. These initiatives are reviewed and executed collaboratively by a partner group, ensuring alignment across departments and clear accountability.When it comes to fundraising, DeWayne discusses the evolving landscape and their expansion into the wealth management channel via new mutual fund products. He credits platforms like Dakota Marketplace for helping them efficiently reach a wider RIA audience.As both a player and coach, DeWayne shares leadership lessons on empowerment, trust, and mentoring. He advises younger professionals to become fluent in investment strategy, embrace technology, and approach relationships systematically. For fellow leaders, he stresses the importance of removing barriers to innovation and listening to voices at every level of the firm.This episode is packed with valuable insights for sales professionals, fundraisers, and distribution leaders looking to scale smarter with fewer resources and stronger processes.Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

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The Ultimate Coinbase Debate: Can It Survive? | Jeff Dorman

Play Episode Listen Later May 5, 2025 75:20

Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best positioned to win the exchange wars, the opportunity for DeFi & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Jeff: https://x.com/jdorman81 Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods. Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- 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.

#131 Serving Families with Special Needs Children w/ Jenny McCosley, Senior Wealth Advisor, Beacon Pointe Advisors

Play Episode Listen Later May 5, 2025 36:16

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers' websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided. Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Jenny McCosley (https://www.linkedin.com/in/jennifer-mccosley/) is a Senior Wealth Advisor based in Beacon Pointe's North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals.In this episode, Chris and Jenny discussed:1. The Power of Curiosity in Client Conversations2. Working with Families Who Have Children with Special Needs3. The Role of Vulnerability in Trust-Building4. Helping Advisors Get Comfortable with “The Messy Middle”LinkedIn: https://www.linkedin.com/in/jennifer-mccosley/ Website: https://beaconpointe.com/contact-us/north-carolina-greensboro/jennifer-mccosley/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.

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3 TFSA Mistakes That Could Cost You Thousands

The Canadian Investor

Play Episode Listen Later May 5, 2025 62:27

In this episode, we take a closer look at Gildan Activewear after its latest earnings call, which was dominated by tariff discussions. Despite being in a sector typically hit hard by trade restrictions, Gildan's vertically integrated model could actually give it an edge. We also cover Visa’s latest results, where payment volumes remain strong but questions linger around possible pull-forward demand ahead of new tariffs. Dan and Simon then three of the most common TFSA investing mistakes—ranging from overly speculative bets to portfolio structure missteps—that could cost you serious long-term returns. Lastly, we revisit Bitcoin ETFs, breaking down the pros and cons, Canadian and U.S. options, and what recent AUM trends reveal about investor demand. Tickers of stock discussed: IBIT.TO, BITO, ARKB, BTCX-B.TO, FBTC.TO, V, GIL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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Renting vs. Buying: The Truth About Homeownership Costs

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Play Episode Listen Later May 4, 2025 5:56

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!

How to Build a Real Estate Empire with Simple Daily Habits!

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Play Episode Listen Later May 2, 2025 2:50

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!

Find & Close High-Profit Real Estate Deals FAST—Here's the Proven Method

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Play Episode Listen Later Apr 30, 2025 2:26

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!

#126 - Planning, Building, and Putting Yourself Out There with Taylor Stewart

Only Fee-Only

Play Episode Listen Later Apr 30, 2025 27:08 Transcription Available

Taylor Stewart didn't set out to build software. He created a simple spreadsheet to help with his own planning, and it quickly caught the attention of other advisors. When one offered to buy it, he named a price that felt too high—and they said yes without hesitation. That moment sparked the creation of Income Mapper, and later, the tools that would become the foundation of Partheon, where Taylor now leads financial advice. He also runs his own fee-only firm, Adaroke Wealth.As a second-generation advisor, Taylor grew up watching his father build a traditional AUM practice. His experience taught him something many advisors miss: we tend to undervalue our own ideas. It also taught him that waiting for clients to show up doesn't work. After a year of slow growth, he realized the problem was fear—of showing up, of being seen, of failing. So he started sharing. Through podcasts, writing, and social media, he began to attract the right people by leading with value.Taylor doesn't measure success by revenue. In his words, “I don't even know how much my firm makes.” He focuses on the impact—helping people make better financial decisions. Whether through planning or software, that mission drives everything he does. His advice to advisors who feel stuck is simple: “Just go create the problem. You'll fix it.”Listen now to learn how authentic positioning, value-based pricing, and showing up with purpose can reshape your advisory business.''Taylor's Social and Websites:https://www.linkedin.com/in/taylor-stewart/x: @oTaylorStewarthttps://www.parthean.com/https://www.ataroke.com/

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Episode 308: Tom Doyle of Pemberton Asset Management: On new frontiers, NAV financing and the power to "elevate"

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Play Episode Listen Later Apr 29, 2025 31:37

Tom Doyle is Partner and Head of NAV Financing at Pemberton Asset Management, a role he has held for over three years. He previously held a similar role at 17Capital. Our conversation takes us on a tour through the evolution of private markets, the role of innovation in it and some of the dynamics that have driven NAV financing. We dig in to the evolving nature of client demand and understanding of some of these strategies and look to parallels such as the development of secondary markets in terms of the speed of acceptance and normalization of some private equity strategies.Moving then to career progression, Tom discusses some of the key figures who inspired him throughout his career, including some leaders who taught him how to analyze complex situations, and think critically. We end with the pursuit of excellence in delivery of client interactions, and the power to "elevate" every interaction, every pitch, every client experience.Thank you Eagle Point Credit and Benefit Street Partners for supporting this series!With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

RIA Edge

Play Episode Listen Later Apr 29, 2025 50:50

In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, … Read More Read More

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BlackRock's Crypto Strategy With Samara Cohen

Making Billions: The Private Equity Podcast for Startup Founders and Venture Capital Investors

Play Episode Listen Later Apr 28, 2025 72:39

Gm! This week we're joined by Samara Cohen to discuss BlackRock's crypto strategy in 2025. We deep dive into the success of the Bitcoin ETP launches, investor demand for crypto, why Samara is bullish on tokenization, how to bridge traditional assets onchain & much more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- 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.

Cashflow Masterclass: Making Billions in Oil Without Touching a Single Drill

Play Episode Listen Later Apr 28, 2025 42:08 Transcription Available

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller and today I have my dear friend Jace Graham. Jace is the CEO and founder at Rising Phoenix Resources, a 60 million AUM group of companies that specializes in a wildly profitable corner of alternative assets that deal with oil, gas and mineral rights. So what does this mean? Well, it means that Jace understands how to find, close and exit winning energy assets, and he's about to teach you how it's done. Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Jace Graham is the CEO and founder at Rising Phoenix Resources.[THE HOST]: Ryan is an Angel investor in technology and Everyday AI: Your daily guide to grown with Generative AICan't keep up with AI? We've got you. Everyday AI helps you keep up and get ahead.Listen on: Apple Podcasts SpotifySupport the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

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POWERFUL Secret to LASTING Success in Real Estate Investing!

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Play Episode Listen Later Apr 28, 2025 1:46

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!

Scale Your Fix & Flips Fast with These Real Estate Bank Loans & Credit Lines

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Play Episode Listen Later Apr 25, 2025 1:31

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!

YFP 404: 5 Key Questions to Ask Before Hiring a Financial Planner

Your Financial Pharmacist

Play Episode Listen Later Apr 24, 2025 79:35

Tim Ulbrich, PharmD, and Tim Baker, CFP®, break down how to find the right financial planner—covering what planners really do, how they're paid, and the questions to ask—so you can move forward with clarity and confidence. This episode is brought to you by First Horizon. Summary Not sure who to trust with your finances—or if you even need a financial planner? In this episode, Tim Ulbrich, PharmD and Tim Baker, CFP® dive into what a great financial planner does beyond providing investment advice, and how they can help you navigate life's financial twists and turns. Tim and Tim explain the different types of planners, how to spot someone working in your best interest, and the key questions to ask before hiring one. Plus, they break down common fee structures (like AUM, flat-fee, and hourly), the importance of the CFP® designation, and how to evaluate the return on your planning relationship. Whether you're hiring a planner for the first time, reevaluating your current setup, or just exploring what's out there, this episode will give you the clarity and confidence to take the next step. Mentioned on the Show YFP Nuts & Bolts Guide to Hire a Financial Planner Retirement Plans: Last Week Tonight with John Oliver Kitces Report on How Financial Planners Actually Do Financial Planning Broker Check YFP ADV The Investment Funds Institute of Canada. Financial Advice in Canada, November 2022. Vanguard: Putting a value on your value: Quantifying Vanguard Advisor's Alpha® The Index Revolution by Charles Ellis Unshakeable by Tony Robbins The Behavioral Investor by Tony Robbins YFP YouTube Channel YFP Book a Discovery Call YFP Disclaimer Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group Tim Baker on LinkedIn

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#433: Leah Wald, CEO of SOL Strategies, on Becoming More Than the MicroStrategy of Solana, TradFi Crypto Investments, and Solana ETFs

CryptoNews Podcast

Play Episode Listen Later Apr 24, 2025 31:40

Leah Wald is CEO of SOL Strategies (CSE: HODL), a publicly traded Canadian company actively investing in, supporting, and providing infrastructure for the Solana blockchain ecosystem. Prior to Sol Strategies, Leah co-founded and was the CEO of Valkyrie Investments, leading the firm to over $1.3 billion in AUM through cryptocurrency trusts, hedge funds, and ETFs. Valkyrie's advisory business was acquired by CoinShares, and its private trust division by Abra Capital in 2024. Previously, Leah worked at the World Bank Group in the sub-Saharan African region and served as a Partner at Lucid Investment Strategies, one of the first RIAs to allocate GBTC for their clients. Ms. Wald is a contributing writer for Forbes and co-authored the book Hyperwave Theory: The Rogue Waves of Financial Markets.In this conversation, we discuss:- Becoming more than the MicroStrategy of Solana- Acquiring OrangeFin Ventures + Laine Validators (Stakewiz)- The difference between SOL Strategies and SOL ETFs- Investing in ETFs vs companies- Why investment advisors don't push public crypto companies + ETFs- Partnership with Pudgy Penguins- The future of the Solana ecosystem- Pudgy penguins securing a SOL validator- Investing in crypto via publicly traded companies- Launching a Solana staking mobile app- Bridging consumer brands with institutional blockchain infrastructure:- Branded validatorsSOL StrategiesWebsite: solstrategies.ioX: @solstrategies_LinkedIn: SOL Strategies Inc.Leah WaldX: @LeahWaldLinkedIn: Leah Wald --------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50

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Turn Land Into Profit: From Dirt to $120M in Real Estate!

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Play Episode Listen Later Apr 23, 2025 4:22

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!

The End Game For Stablecoins With Edward Woodford

Investing in Regenerative Agriculture

Play Episode Listen Later Apr 22, 2025 65:32

Gm! This week we're joined by Edward Woodford to discuss the economics of stablecoins. We deep dive into Circle's S-1 filing, who will benefit the most from the stablecoin business model, how does Circle remain competitive, the end game for stablecoin issuers & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Edward: https://x.com/e_woodford Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods. Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- 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.

362 Mike Velings - VC & PE won't deliver regeneration — €500M evergreen proves it

Play Episode Listen Later Apr 22, 2025 84:49 Transcription Available

A conversation with Mike Velings, co-founder of Aqua-Spark, a global investment fund for sustainable aquaculture, about how an invite he should have never received lead to the creation of the largest aquaculture fund in history, with over $500 million in assets under management (AUM) and ambitious plans to grow to $2 billion or more. This conversation goes beyond the billion dollar question—it's already been answered. We explore why focusing on long- term investments is essential for transforming an industry and why current venture capital and private equity fund models might cause more harm than good. How can we bring institutional investors into agriculture and food, and what financial mechanisms can facilitate this? We also dive into the key drivers in aquaculture and discover why Mike is so enthusiastic about the future.This episode is special—it's not every day we discuss billions and institutional investment strategies with someone who has a real chance to raise the funds and put them to work.DISCLAIMER: This conversation was recorded on Nov 21st, 2024. A month later Aqua-Spark learned about a fraud in the numbers of eFishery, an Aqua-Tech startup they have invested in. After a thoughtfully evaluation, we decided that- regardless of the news around eFishery and the effect that has had on Aqua-Spark as a fund- the story of Aqua Spark is extremely relevant and interesting to anyone working in food, agriculture, aquaculture, and for that matter, impact investing. It should be shared and heard. Excluding eFishery, Aqua-Spark has a strong portfolio, and their journey towards disrupting a whole industry with an evergreen fund and attracting institutional capital is worth putting a spotlight on. More about this episode on https://investinginregenerativeagriculture.com/mike-velings.==========================In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.==========================

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Do You Know Your True Value?

Building The Billion Dollar Business

Play Episode Listen Later Apr 22, 2025 20:14

In this episode, Ray Sclafani explores the evolving landscape of financial advisory services, emphasizing the importance of understanding and communicating true value to clients. He discusses the limitations of traditional AUM-based revenue models and highlights the need for advisors to adapt their fee structures to reflect the comprehensive value they provide. Key insights include the significance of effective client communication, the future of advisory compensation, and the necessity of tracking time and value in client relationships. Sclafani encourages advisors to engage in strategic planning to ensure sustainable growth and to meet the changing needs of their clients.Key TakeawaysAdvisors must understand their true value beyond AUM.Evolving revenue models are essential for capturing client value.Tracking time spent on client services can inform pricing strategies.Discounting fees may indicate a lack of perceived value.Younger clients prefer alternative fee arrangements.Advisors should adapt to the needs of next-generation clients.Coaching QuestionsHow can we better communicate the total value we provide to clients, beyond just managing assets, to ensure our fees reflect our true impact on their lives?In light of our industry's evolving revenue models, what steps should we take in the next 3-5 years to diversify our fee structures and ensure sustainable growth?What opportunities do we see to integrate more personalized services, such as family legacy planning or philanthropic advising, into our offerings, and how can we effectively charge for these services?How might we enhance client engagement through more consistent communication about achievements and outcomes, ensuring they recognize the breadth of value we deliver?Considering our AUM-based fees, how can we measure and demonstrate the return on investment clients receive from our advice, particularly in areas like tax savings, financial security, or long-term planning?For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

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Episode 307: Cathy Bevan of Benefit Street - Alcentra: Seeking structure and design in credit, careers and life

Play Episode Listen Later Apr 22, 2025 27:50

Cathy Bevan is Head of Structured Credit at Benefit Street – Alcentra. She has spent most of her career in credit structuring with roles on the sell side and buy side. Our conversation starts with her university study of math, and the career trajectory which was not specifically planned but assumed its own momentum quite quickly. We speak about the details of structured credit, how it appealed to her, and why it represents an attractive opportunity set today. In examining career trajectories we look at the importance of taking risks, moving outside one's comfort zone and winning the trust of leaders who may ultimately encourage bold moves. We speak about enjoying the journey, not just the destination, and about the way the industry has changed for the better, but still have space to change some more. Thank you Eagle Point Credit and Benefit Street Partners for supporting this series!With over $12 billion of AUM, Eagle Point Credit Management is a premier investment firm focused on generating strong returns for its clients through sourcing, evaluating and executing investments in CLOs, Portfolio Debt Securities and other credit investments that it believes shave the potential to outperform their respective markets generally.Benefit Street Partners is a leading global alternative credit asset manager offering clients investment solutions across a broad range of complementary credit strategies, including direct lending, special situations, structured credit, high yield bonds, leveraged loans and commercial real estate debt and equity. As of December 31, 2024, BSP-Alcentra had $76 billion of assets under management.

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The Biggest Market Crash Since 2020, What Next? | Felix Jauvin & Quinn Thompson